Smartstaff
2,355
edits
Changes
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→Minor Updates
===Minor Updates===
====Extended Bulk File Download Function for use With Consumer Provider Added Level 1 fields to Level 3 List Views====Extended bulk file download functionality Added the ability to surface Level 1 fields such as the status or the amount requested of the grant on a Level 3 sub activity list view. You can add Level 1 fields to a Level 3 list view by going to the desired Level 3 list view, navigating to the 'Columns' tab in the list view builder and selecting desired level in the field entity dropdown.<!--114400 - L1 fields on L3 list views--> ====Added Option to Auto-Open Records in Annotation Mode====The setting to be “Open Record in Annotation Mode” is available again. If you have a status such as “Revisions Requested” where you have to send the record back to the user for Consumer Provider annotations or to respond to annotations, you can now force the record into annotation mode and save the user a click. To configure this, go to the desired UTA > Configuration Settings > pick the desired level (1, 2 or 3) > Statuses > Edit the desired status > Permissions & Availability tab > Open Record in Annotation Mode.<!--122655 - Open in Annotation Mode--> ====Updated Interface for Portal List Views====New settings have been added to list views and portals to give you more control over how list viewsrender. You may For example, you can now configure Consumer Provider choose to hide the type/status icon on list views. In portal list view sections, you can choose to display just a few records with an option to view more. These new options will be of particular interest to people using narrow or short portal sections. To constrain the number of records displayed in a list view in a portal section, navigate to that section and enter a number into the new “Record Limit” field.<!--123376 - Accommodations for narrow list views --> ====Enhancement to Special Chart Custom Field to support Line Charts====Added a “Line” chart option to the "Special - Chart" custom field that is available to charts with the ability Data Type of “Records related to an object”. Note: there is no drill down functionality for this specific chart type. <!--121431 - Special Chart Field Enhancements--> ====Extended Custom Batch Update Buttons on Level 2 to allow modification of Provider roles====Added option to download file uploads from the records returned Custom Batch Update Buttons on a Level 2 list view so you can now “Add” or “Remove” UTA provider roles in batch to save time. To see this option, the UTA needs to be configured as a Consumer for Level 2 providers and the Level 2 standard field “UTA providers” must be enabled. Navigate to the desired UTA > edit the Level 2 listview > Batch Update Buttons tab > Edit the desired Batch Update button > Select "UTA Provider" under Option<!--121661 - Batch Update Button UTA Provider and UTA Provider L2 options--> ====Enhanced Templates for Countdown Timer Custom Field====Added template and color options to the custom field "Display - Countdown Timer". This field is typically used to highlight approaching deadlines and these enhancements give you the option of making this deadline messaging more noticeable and visually appealing.<!--116650 118513 - Display Countdown Timer phase 2- Download files -> ====Added Option to Include Audit Report for Adobe Sign ====Added an option to include the audit report for Adobe Sign integration when the document is returned to SmartSimple from Adobe. If enabled, the audit report will be auto generated by Adobe and appended to the document. To enable this setting, navigate to Global Settings > Integrations tab > Integration Key Management > Edit the key with the type "Adobe Sign" to see the new toggle "Include Audit Report". Learn more about adobe audit reports at https://helpx.adobe.com/ca/sign/using/audit-reports-transaction-history.html<!--120548 - Adobe Sign Request to include Audit Report--> ====New Custom Lookup Options====Added a new functionality not called “Use Custom Lookup Options” to the “Select One – Dropdown”, “Select One - Radio button”, and the “Lookup - Autocomplete Options” custom fields if these fields are set to “Enable Dynamic Content”. Custom lookup options can be used for validation based on client-specific data such as a large lookup based on postal/zip codes. The custom lookup options can be used on a standalone parent field or may be utilized with a Parent and Child dropdown list. For example, each subsequent child field can filter its available options based on consumerits preceding parent option. The Custom Lookup Options were introduced as an alternative to using an API, custom script, or storing large amounts of data in the UTA level 1/provider list views2/3, as the data for the custom lookup options is stored in a separate table.<!--124709 - Custom Lookup Options as Dynamic Content option--> ====Added Ability to Optionally Display a Different Logo for Each Language ====Added ability to display a different logo based on the language of the user. Go to menu Icon > global settings > branding tab > Global Translation Settings.<!--117624 - Registration logo cannot be updated-->
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