Smartstaff
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==General Details==
===Upgrade Dates===
Public Cloud Production release date: '''March 10 July 21 2022'''<br />Public Cloud Backup release date: '''March 1 June 30 2022'''
Private Cloud Production (Managed Upgrades) release date: '''March 24 July 28 2022'''<br />Private Cloud Backup (Managed Upgrades) release date: '''March 10 July 21 2022'''
==Global System Upgrades==
===Major Updates===
====Added Ability to Make Tab Bar Visible to All Users Based on Role Permissions ====Visibility of the Tab Bar will no longer be controlled by both a personal setting and a role-based setting. If a role has permission to see the Tab Bar, users with that role will see the Tab Bar. Previously users with role permission to see the Tab Bar also had to enable the Tab Bar under the user menu before they would see the Tab Bar. To enable tab bar, go to Global Settings > Security tab > System Feature Permissions > Features tab > Enable Tab Bar.
132112 - Add ability to default on the Tab bar for new users
====Accessibility Mode No Longer Optional====
The option to opt out of accessibility mode has been deprecated. Interface elements in all systems will be keyboard accessible to ensure compliance with accessibility standards.
128832 - Enable Accessibility mode for everyone
===Minor Updates===
====Added Ability to Retain Page Location on Save====Currently when a user saves, the page reloads and the user is brought back to the top of the page. After the upgrade, if a user saves a record page such as Level 1, 2, 3, Organization, User or Template page, then after the page reloads, the system will automatically scroll the page to approximately the user's last location on the page.
122309 - Save Draft Behavior
====Added Ability to Add Attachments from Configuration Folders in Email Templates====Global Administrators editing email templates can now add default attachment files from a configuration folder. To see this new feature, go to Menu Icon > Email > Templates tab > Edit or create a template > Default Attachments (Configuration Folder).
124007 - Select Default Attachment for Email Template from Config Folder
Added Ability to Copy Signup Pages
Added the ability to make copies of Organization and User signup pages. To make a copy of a signup page click the Save As button. In addition, signup pages will also have a new field called Signup Page Name to help distinguish between signup pages. 129584 - Add ability to copy a signup page
Updated Workflow Generated PDFs for Top-Aligned Captions to Stay with Content
Updated system generated PDFs so that any top-aligned caption and their corresponding content is enclosed in the same table row. This will help keep questions and answer copy together in PDFs.
124566 - In system generated PDFs, can captions stay with content
===Major Updates===
Enhanced Single Sign-On and Added Role Mapping
Updated the single sign-on settings page and included a new section for role mapping. If Role Mapping is set to Enabled, users will be provisioned with all the roles as defined by the assertion attributes and they will be stripped of any roles that they may currently possess that are listed in this setting but were not defined in the assertion attributes. Updates were made to labels, tooltips, and title bars for added clarity.
124791 - SSO to update roles for existing users for a fully federated SSO
Updated Behavior to User/Organization Security Matrix
Added a new setting to enable stricter controls for the User/Organization Security Matrix. The default behavior of the system will be to apply any settings selected under the Hierarchy Permission section AND any settings selected under the Category/Role section. Previously, the default behavior would choose one section setting OR the other. To revert to the original security matrix behavior, navigate to Global Settings > Security tab > System Security section > Toggle on Enable Classic Security Matrix Behavior.
136836 - Able to access parent organization despite security matrix permissions
Updated Media Library UI
Updated the look of the Media Library and surfaced the Share and Statistics features. Previously, the share and statistics features could be found if you clicked on the Edit Metadata button. The edit metadata button has now been renamed to Properties. To set permissions on default file availability, go to UTA Settings > Level 1/2/3 tab > Custom Fields > Create or edit a custom field with Media Library enabled > Permissions and Availability tab > Toggle on Allow Public Access to Files. This setting allows you to set whether or not audio or video files uploaded to the Media Library will be shareable by default. To disable access to a single file within the Media Library, go to the desired file in the Media Library, click the Properties button, and uncheck Enable Public Access.
129948 - Media library URL and Statistics improvements
Added a Formula Field to Advanced Data Tables
On the Advanced Data Table custom fields, you can now enter a field formula that will run on save and clear of the Advanced Data Table. Fields referenced in the field formula of the Advanced Data Table custom field will have their field values refreshed. For example, you could use the field formula to update the values on the underlying record pages, and those values would get updated right away so the user would not have to click save to see the updated values. To see this field, go to the desired custom field of the type Special - Advanced Data Table.
Note: formulas need to be based on SQL syntax.
130741 - Enhancement request for XML (Save on XML popup saves the record as well)
Added Color Settings to the Gantt Chart Type
Added new settings to the Gantt chart type to specify color codes by status, type, or subject. To see this setting, go to the desired custom field of type Special - Chart > Set Data Type to Records related to object > Set Chart Type to Gantt. The two new settings are Color Code By and Colors.
135525 - Gantt Chart Colors
===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