Smartstaff
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edits
Changes
m
====Extended 'Save As' Option to Save & Submit Buttons====
The '''Save As''' button is now available in the '''Save & Submit Button''' settings. Save time by using '''Save As''' to create a copy of the existing '''Submit''' button to make minor changes instead of creating buttons from scratch.
<!--124105 - Add 'Save As' option to submit button configuration-->
====Added Option to Use Configuration Folders for Portal Logos====
Within the portal builder we have added support for selecting and display logos from '''Configuration Folders'''. To see this setting go to '''Menu Icon''' > '''Global Settings''' > '''Users''' tab > '''Portals''' > Edit a portal.
<!--117211 - Ability to upload logo from a configuration folder in portal configuration-->
====Added Task Types to Company and User Workflows====
Added '''Company Association''' task type on user workflows as well as the '''People Association''' task type on company workflows to make it easier to add, update and remove associations. For example, you could use these new workflow options to synchronize organization associations based on an external source.
<!--121539 - People and Company Association tasks for Company & User Workflows-->
====Added Confirmation Dialog for List View Exports that Trigger Status Changes or Workflows====
Added a confirmation dialog when users export a list view that is configured to run workflows after export. This is for list views utilizing the settings to '''Update Status After Export''' or '''Trigger Workflow After Export''' found under the '''Export''' tab of the list view builder.
<!--120167 - Warning pop up for 'Update Status After Export' option in list views-->
no edit summary
<!--120758 - Enhancement, Multiple entries in Advanced Search for Contacts-->
<!--122567 - Fuzzy Search through API-->
====Added Confirmation Dialog for List View Exports that Trigger Status Changes or Workflows====
Added a confirmation dialog when users export a list view that is configured to run workflows after export. This is for list views utilizing the settings to '''Update Status After Export''' or '''Trigger Workflow After Export''' found under the '''Export''' tab of the list view builder.
<!--120167 - Warning pop up for 'Update Status After Export' option in list views-->
===Minor Updates===
To make it easier to find workflow emails in the '''System Emails''' list view, additional information was added to the '''Name''' column. You can now search workflow emails on '''Task ID''', '''Workflow ID''', '''Task Number''', and '''Task Description'''. Go to '''Menu Icon''' > '''Global Settings''' > '''Communications''' tab > '''System Emails'''.
<!--115635 - Email template overview modification-->
====Added User Group Option to Linked Record List====
[[File:2021-07-ticket-112966-1.png|thumb|none|800px|The <strong>User Group Option</strong> as seen on a <strong>Linked Record List</strong> custom field.]]
====Added Transaction Counts to Level 1, Level 2, User, and Organization Records====
Added the ability to call the status group name value on all UTA levels using two new variables. This will make it easier to display the status group name to internal users who would not have otherwise seen this value. The new variables can be referenced by @statusgroupname@ (which will display the status group name) and @statusgroupname_lang@ (which will display the translation of the status group name). If no translation is configured, the English caption will be displayed.
<!--116771 - Status Group Name new variable-->
====Extended 'Save As' Option to Save & Submit Buttons====
The '''Save As''' button is now available in the '''Save & Submit Button''' settings. Save time by using '''Save As''' to create a copy of the existing '''Submit''' button to make minor changes instead of creating buttons from scratch.
<!--124105 - Add 'Save As' option to submit button configuration-->
====Added Option to Use Configuration Folders for Portal Logos====
Within the portal builder we have added support for selecting and display logos from '''Configuration Folders'''. To see this setting go to '''Menu Icon''' > '''Global Settings''' > '''Users''' tab > '''Portals''' > Edit a portal.
<!--117211 - Ability to upload logo from a configuration folder in portal configuration-->
====Added Task Types to Company and User Workflows====
Added '''Company Association''' task type on user workflows as well as the '''People Association''' task type on company workflows to make it easier to add, update and remove associations. For example, you could use these new workflow options to synchronize organization associations based on an external source.
<!--121539 - People and Company Association tasks for Company & User Workflows-->