Smartstaff
2,271
edits
Changes
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→Minor Updates
===Minor Updates===
Added New Date Option
Added a new date option to render dates with the month name fully spelled out to avoid confusion. Example: January 03, 2022 (mmmm dd yyyy). To view dates in this new format, change your settings located at User Menu > Personal Settings > Regional tab.
128666 - Enhancement Request - Enable Global Date Format
Added Standard Field for Pronouns
Added a new user standard field called Pronouns where users can specify their preferred pronouns. To enable this field, go to Global Settings > Users tab > Standard Fields > Pronouns.
128683 - Pronouns Field
Added the Ability to Use an Email Template as the Message Template in Workflow Tasks
Previously, you could use an email template to populate the message template in a workflow email task. Once the message template was populated from the email template, there was no longer a connection between the two. If the email template was updated, the message template in the workflow task did not update.
We have added an option to use the email template as the message template. This way you can use the same email template in multiple workflows and you can update the template in a single location and all workflows will get updated for easier maintenance.
To see this new setting, go to Menu Icon > Workflows > Tasks tab > Edit a task of the Type of Acknowledgement > Message Template tab > Set the Message Type to Email and choose Email Template for Email Type.
126882 - Email templates and workflow email tasks that uses the email template should be connected
Added Ability to Autosave New Records
Added a new setting to automatically save the record when opening up a new record page. To enable this setting, go to Global Settings > System tab > Toggle on Automatically Save New Records on Creation. This setting applies to new records of the following types: UTA Level 1/2/3, Users, Organizations, and Transactions.
132929 - Add an option to auto save new records
Added Ability to Update Custom Fields across Versions without Updating the Display Order
When copying custom field changes to other versions, we added a new option to skip updating display order in case you wanted to update a field but you do not want to update the display order of that field in all versions. To see this setting, go to UTA Settings > Level 1/2/3 > Custom Fields > Select desired fields > Click Copy to Other Versions. Under If field already exists, select Update. A new toggle will surface called Update Display Order.
133298 - Versioning and Field Order
Added Ability to Download All Attachments in a Record from the Record
Added ability to download all attached files from a record with a single click from inside the record. This feature collects the files from upload fields, creates a single zip file and then downloads that zip file just like the Enable File Download feature on list views. To set this feature, go to Global Settings > Security tab > System Feature Permission > Enable File Download from Record. Once this feature is set, you can go to the desired UTA, Organization, or User record and click the Actions menu and select Download Files.
133397 - One-click Download
Added Integration for UK Companies House API for Organization Signup Pages
Added support for users who need to lookup organizations using the United Kingdom’s registrar Companies House. To see this option, go to Global Settings > Organization tab > Signup Pages > Create or edit a signup page > General tab > Verification Service. There is now a new option called United Kingdom Companies House (CH).
134018 - Companies House Integration (API)
Added Default Settings for Custom Field Translation Service
Added new translation options for text box single and multiple line custom fields. Users who utilize the translation service feature can now set a default language to translate from and to. To see the new settings, navigate to the desired text box custom field and toggle on Enable Translation Service. Enable Field Translation Service must also be toggled on located at Global Settings > System tab.
61319 - Translation Service feature - Allow configuration of default settings within a given field
Added Ability to Add Discussion Board Threads to SmartCards
Added the ability to add a discussion board thread to SmartCards. To see this feature, go to Menu Icon > Discussion Board > Click on a Topic. You will now see a list view of existing threads within that topic. Beside each thread, there is now a star button called Add to SmartCard.
122907 - Add Discussion Board thread to SmartCard
==Beta Previews==
No features are available for beta preview this upgrade.
==Notes for Admins==