Smartstaff
2,351
edits
Changes
m
====New Setting to Suppress the Display of Portal Pages in the Header====
Added the ability to suppress portal pages from appearing in the top header bar. If your system was configured using the '''Deny''' permissions on '''Portal Pages''' (formerly called “Main Menu” items) and your intent was simply to hide items from the main menu bar but link to those pages via as shortcut, you will need to remove the deny permission on those pages and enable the new setting called '''Display As Menu on Portal Header''' after this upgrade. To configure a portal page, go to '''Menu Icon''' > '''Global Settings''' > '''Users''' tab > '''Portals''' > Edit the desired '''Portal''' > Edit the desired '''Portal Page''' > '''Permissions''' tab.
<!--125978 - Add a setting to determine if a section should appear in the top header bar.-->
====Added New Variable for Status Group Name====
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-->
====Updated Advanced Search with a New Multiple Search Option in a Single Condition====
Added new functionality to the Advanced Search in list views where you can search for multiple exact value matches in a single condition. For example, you could search for multiple contacts by email address. To do that, go to '''Menu Icon''' > '''People''' > '''Advanced Search''' > Select '''Email''' for the standard field > Select the '''Multiple''' option and enter email addresses delimited by a semi colon ( ; ).
<u>'''Note:'''</u> it is an OR search between values and the values must be an exact match. This functionality is available for fields like '''Application Name''' but not available for fields with pre-defined options like a select one or date fields.
<!--120758 - Enhancement, Multiple entries in Advanced Search for Contacts-->
====Added Optional Fuzzy Search Functionality in Advanced Search====
Added the ability to make fuzzy searches using Soundex in the '''Advanced Search'''. Soundex helps English language speakers find records that have a minor difference in spelling. For example, if the user searches the keyword "strokes" it will return records with values equal to "stroke", "strokes", "stroka", "stroko", etc. but it will NOT return values that contain these words as part of a bigger string (e.g. "strokes test"). To use this new feature, navigate to a list view, click into the '''Advanced Search''', select a text-based field and select the new option '''Soundex''' from the operator dropdown. Note: numeric and date fields are not supported and neither are fields with predefined options. For more information on Soundex, [https://dev.mysql.com/doc/refman/8.0/en/string-functions.html#function_soundex view the documentation guide].
<!--122567 - Fuzzy Search through API-->
====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-->
====Updated Interface for Note Entry Mode====
Improved the look of the '''Note Entry Mode''' on records, in a list view, and on exports. To configure, navigate to a '''Text Box – Text Multiple Lines''' custom field and toggle ON '''Enable Note Entry Mode'''. When users enter text into the input and save, the text will be time stamped and display below the field.
<!--113295 - Improvements to Enable Note Entry Mode-->
====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'''[[File:2021-07-ticket-112966-1. To see this setting go to '''Menu Icon''' png|thumb|none|800px|The <strong> '''Global Settings''' User Group Option</strong> '''Users''' tab as seen on a <strong> '''Portals''' Linked Record List</strong> Edit a portalcustom field.<!--117211 - Ability to upload logo from a configuration folder in portal configuration-->]]
====Added Confirmation Dialog for List View Exports that Trigger Status Changes or Workflows====Added a confirmation dialog [[File:2021-07-ticket-123656-1.png|thumb|none|800px|Lookup as seen 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 builderassociating contacts.]]<![[File:2021-07-120167 ticket- Warning pop up for 'Update Status After Export' option in 123656-2.png|thumb|none|800px|Lookup window showing the list views-->view selector.]]
====Added a List View Selector to Contact and Organization Lookups====
Added the list view selector to the single contact lookup button when you are associating contacts or organizations to a Level 1 record such as a grant. This gives your users more flexibility and choice over what data they want to see when they lookup users and organizations. For example, if you are associating reviewers through the lookup, you might want to see different information than if you are associating a co-applicant. You can see the list view picker if you navigate to a Level 1 record and go to a '''Linked Record List''', '''Contacts''' tab, or '''Organization''' tab and click on the '''Lookup''' button.
<!--123656 - Surface list view picker when selecting a single contact in the new association entry view-->
The setting Added option to open records of a particular status in '''Open Record in Annotation Mode''' is available againby default. If you have a status such as "Revisions Requested” where you have to send the record back to the user for 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'''.
====New Custom Lookup Options====Added a new functionality called '''Use Custom Lookup Options''' to the '''Select One – Dropdown''', '''Select One [[File:2021- Radio button''', and the '''Lookup 07- Autocomplete Options''' custom fields if these fields are set to '''Enable Dynamic Content'''. Custom lookup options can be used for validation based on clientticket-120548-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 its preceding parent option1. png|thumb|none|800px|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 1/2/3, as the data for the custom lookup options is stored in a separate tableaudit report generated by Adobe Sign.<!--124709 - Custom Lookup Options as Dynamic Content option-->]]
No features are available ====(Beta) New Grants.Gov Integration====New beta feature that integrates with Grants.gov for State agencies. A state agency can now search the list of opportunities found on Grants.gov from within a UTA. You can view the details of an opportunity and import the opportunity as a Level 1. Once an opportunity has been imported, you can track and manage your internal application process around the opportunity as well as track funds and report results. To configure this beta preview this upgradefeature, go to the desired '''UTA''' > '''Configuration Settings''' > '''Connectivity''' tab > '''Grants.Gov Integration'''.<!--123753 - Grants.Gov integration--> [[File:2021-07-ticket-123753-1.png|thumb|none|800px|Optional tab for importing grants.gov applications into a UTA.]]
→Service Packs
Watch this video to get a general overview of the new features in this release.
{{#ev:youtube|pborMuGdxVc}}
===Major Updates===
====Updated the Address Field to Use Google Location API for Auto-Population of Standard Fields====
Typing into the address standard field will now provide the user with a list of verified address options. Upon selecting a verified address option, the other address standard fields (like country) will be auto-populated, saving the user time and helping to ensure addresses entered are accurate. This functionality will now appear on signup pages as well as user and organization profiles.
<!--121705 - Enable the Google API on Address Fields-->
[[File:2021-07-ticket-121705-1.png|thumb|none|800px|Address standard fields will use the new Google Location API. Pictured above is an example of how address fields will populate on signup pages.]]
====New Setting to Control the Display of Portal Pages as Links in the Header====
Added the ability to suppress portal pages from appearing in the top header bar. If your system was configured using the '''Deny''' permissions on Portal Pages (formerly called “Main Menu” items) and your intent was to hide items from the main menu bar but link to those pages via a shortcut, you will need to remove the deny permission on those pages and then turn off the new setting called '''Display As Header Link'''. This must be done before the next November 2021 upgrade. To hide a portal page from the header, go to '''Menu Icon''' > '''Global Settings''' > '''Users''' tab > '''Portals''' > Edit the desired portal > Edit the desired '''Portal Page''' and toggle off '''Display As Header Link''' located under the '''Name'''.
'''<u>Note:</u>''' After the November 2021 upgrade, the deny permission will be more restrictive and the only way to display or hide items from the header will be to use the new '''Display As Header Link''' toggle.
<!--125978 - Add a setting to determine if a section should appear in the top header bar.-->
[[File:2021-07-ticket-125978-1.png|thumb|none|800px|New setting allows you hide links from appearing in the header bar but you can still navigate to those links via a shortcut.]]
====Updated Interface for Note Entry Mode====
Improved the look of the '''Note Entry Mode''' on records, in a list view, and on exports. To configure, navigate to a '''Text Box – Text Multiple Lines''' custom field and toggle ON '''Enable Note Entry Mode'''. When users enter text into the input and save, the text will be time stamped and display below the field.
<!--113295 - Improvements to Enable Note Entry Mode-->
[[File:2021-07-ticket-113295-1.png|thumb|none|800px|The <strong>Text Box – Text Multiple Lines</strong> custom field set to <strong>Note Entry Mode</strong> as seen on a record.]]
====Enhanced List View Searching with New Search Options====
'''Advanced Search''' for list views have been updated with multiple search options for single conditions as well support for phonetic searches. You can now use Advanced Search in list views and search for multiple exact value matches in a single condition. For example, you could search for multiple contacts by email address. To do that, go to '''Menu Icon''' > '''People''' > '''Advanced Search''' > Select '''Email''' for the standard field > Select the '''Multiple''' option and enter email addresses delimited by a semi colon ( ; ). Additionally, you can also make phonetic searches using Soundex in the '''Advanced Search'''. Soundex helps English language speakers find records that have a minor difference in spelling. For example, if the user searches the keyword "strokes" it will return records with values equal to "stroke", "strokes", "stroka", "stroko", etc. but it will NOT return values that contain these words as part of a bigger string (e.g. "strokes test"). To use this new feature, navigate to a list view, click into the '''Advanced Search''', select a text-based field and select the new option '''Soundex''' from the operator dropdown.
<u>'''Note:'''</u> When using the '''Multiple''' search option, it is an OR search between values and the values must be an exact match. This functionality is available for fields like '''Application Name''' but not available for fields with pre-defined options like a select one or date fields.
For phonetic searches, numeric and date fields are not supported and neither are fields with predefined options. For more information on Soundex, [https://dev.mysql.com/doc/refman/8.0/en/string-functions.html#function_soundex view the documentation guide].
<!--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-->
====Added an E-signature Queue====
Added an '''E-signature Queue''' where you can see and remove pending e-signature requests from the queue. To see the new queue, navigate to '''Menu Icon''' > '''Global Settings''' > '''Integrations''' tab.
<!--124465 - Show unfinished e-Signature queue and allow cancel documents from list-->
===Minor Updates===
====Added Role Sharing Permissions for SmartCards====
Added the ability to control which user roles have permission to share SmartCards by roles and added the ability to specify which roles you can share withrole. The new settings are located under '''Menu Icon''' > '''System''' tab > '''SmartCard''' > '''Sharing Permission''' tab.
<!--116022 - Recommended Enhancement for SmartCards-->
====Updated Registration Forms to Pre-Populate with Invitation Data====
<!--123610 - System Design Summary-->
====Added Additional Fields to Third-Party IRS and CRA VerifciationVerification====
Added additional fields for IRS third party verification mapping. New fields include: '''Tax Period''', '''Revenue Amount (Form 990)''', '''Asset Amount''' and '''Income Amount'''. You can see the new field mapping options by going to '''Menu Icon''' > '''Global Settings''' > '''Transactions''' > '''Types''' > Edit a type set to '''Company''' with '''Use third party verification service''' toggled ON > '''Third Party Verification Mapping'''.
<!--122856 - Third party verification settings for IRS and CRA-->
====Improved Searchability of System Emails List ViewEmail Templates====To make it easier to find workflow emails in the '''System EmailsEmail Templates''' 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 EmailsEmail Templates'''.
<!--115635 - Email template overview modification-->
====Added User Group Option to Linked Record List====
<!--112966 - Groups Option not available in Linked record list-->
====Added Task Types a List View Selector to Company Contact and User WorkflowsOrganization Lookups====Added the list view selector to the single contact lookup button when you are associating contacts or organizations to a Level 1 record such as a grant. This gives your users more flexibility and choice over what data they want to see when they lookup users and organizations. For example, if you are associating reviewers through the lookup, you might want to see different information than if you are associating a co-applicant. You can see the list view picker if you navigate to a Level 1 record and go to a '''Company AssociationLinked Record List''' task type on company workflows as well as the , '''People AssociationContacts''' task type on user workflows to make it easier to addtab, update or '''Organization''' tab and remove associations. For example, you could use these new workflow options to synchronize organization associations based click on an external sourcethe '''Lookup''' button.<!--121539 123656 - People and Company Association tasks for Company & User WorkflowsSurface list view picker when selecting a single contact in the new association entry view-->
====Added Transaction Counts to Level 1/, Level 2, User, and Organization Records====
Added a transaction count on Level 1, Level 2, '''User''', and '''Organization''' records.
<u>'''Note:'''</u> the The count shows the number of transaction records from the type tabs that are visible to the user.
<!--119668 - Transaction Record Count not Displaying-->
====Enhanced Accessibility Styling for Keyboard Focus====
Enhanced the styling of buttons for improved accessibility. This can be seen by using the tab key to focus on a button. For example, dark colored buttons will have a light-colored outline and vice versa. For an optimal accessibility experience go to '''Menu Icon''' > '''Global Settings''' > '''Branding''' tab > Toggle ON '''Enable Accessibility Mode'''.
<!--119776 - Keyboard accessible styling-->
[[File:2021-07-ticket-119776-1.png|thumb|none|800px|Before and after styling of buttons when focused via keyboard tab key.]]
====Added Options to Portal Preview Configuration Mode====
Added two new buttons to '''Configuration Mode''' of portal previews to make portals easier to configure. An '''Edit''' button enables top level editing of the portal and a '''New''' button that makes it easier to create new user menu links and new portal pages from within configuration mode. To see these new buttons, navigate to '''Menu Icon''' > '''Global Settings''' > '''Users''' tab > '''Portals''' > Edit the desired portal > '''Preview''' > '''Configuration Mode''' (gear icon button).
<!--124319 - Make portals easier to configure by surfacing more options in config mode.-->
[[File:2021-07-ticket-124319-1.png|thumb|none|800px|New buttons options as seen in the <strong>Configuration Mode</strong> of portal previews.]]
====Enhanced Advanced Data Table Headings====
====Added Metadata to Email Templates====
Added '''Created By''', '''Created Date''', '''Last Updated By''' and '''Last Updated Date''' to email templates and surfaced in the email templates list view. To see the new fields, navigate to '''Menu Icon''' > '''Email''' > '''Templates'''.
<u>'''Note:''' </u> Some data may not be available for older records but new changes records will show the new added fields going forward.
<!--120870 - Created /Modified date field on Email templates-->
<!--123741 - Create a listview for all scheduled autoloaders and reports-->
====Added an E-signature QueueLevel 1 fields to Level 3 List Views====Added an '''E-signature Queue''' where you can see and remove pending e-signature requests from the queueability to surface Level 1 fields such as the status or the amount requested of the grant on a Level 3 sub activity list view. To see You can add Level 1 fields to a Level 3 list view by going to the new queuedesired Level 3 list view, navigate navigating to the '''Menu IconColumns''' > '''Global Settings''' > '''Integrations''' Tabtab in the list view builder and selecting desired level in the field entity dropdown.<!--124465 114400 - Show unfinished e-Signature queue and allow cancel documents from L1 fields on L3 listviews-->
==On-Demand System Upgrades==
===Major Updates===
====Enhanced Shopping Cart Feature for Matching Gift programs====
The '''Shopping Cart''' feature has been enhanced to support matching gift programs. For example, users can now easily utilize the shopping cart to donate to a charity and earn a matching gift based on your specified criteria and logic. The new matching gift feature can be configured by navigating to '''Menu Icon''' > '''Global Settings''' > '''Shopping Cart Item Types''' > Edit a type > toggle Toggle ON '''Donation Management Feature Set''' > Toggle ON '''Enable Matching Gifts Feature Set'''.
<!--120897 - Shopping Cart Matching Gifts-->
====Added Support for Data Policies New Ability to InvitationsImport Custom Lookup Tables====: ''Main Article: [[Custom Lookup Options]]''Added the ability to set easily import large data policies sets for invitationsuse as options within a select-type custom field. This can be used to provide large selection sets for your users, such as item inventory codes, code dictionaries, or geographic lookups. You can also easily setup dynamic sub-filtering conditions across multiple fields. For example, you could setup set up parent and child fields for selecting the country, university, faculty, and courses where the available options for each subsequent field is dependent upon the value of a previous field. This new functionality is advantageous since you don't need any of the data to exist as records in your system (as with the current ''Data Retention'Enable Dynamic Content'' policy ' option within a custom field) and it will be easier to delete update the values options by importing them rather than editing large amounts of users who were sent an invitation but either did not respond of declined text in the invitation. To see the new option, go to custom field '''Menu IconEdit''' > screen. To import a dataset, go to '''Global Settings''' > '''SecurityCustom Lookup Options''' tab > '''Data Policies''' > Edit a policy . To configure, go to any custom field of the type called '''RetentionSelect One – Dropdown''' and under the , '''EntitySelect One - Radio button''' dropdown select , or '''InvitationsLookup - Autocomplete Options'''. The and toggle on '''Date Field to CompareEnable Dynamic Content''' dropdown . This will also contain reveal a new option secondary toggle called '''Invite TimeUse Custom Lookup Options'''.<!--118832 124709 - Data Policies for Invitations--> ====(Beta) New Grants.Gov Integration====New beta feature that integrates with Grants.gov for State agencies. A state agency can now search the list of opportunities found on Grants.gov from within a UTA. You can view the details of an opportunity and import the opportunity Custom Lookup Options as a Level 1. Once an opportunity has been imported, you can track and manage your internal application process around the opportunity as well as track funds and report results. To configure this beta feature, go to the desired '''UTA''' > '''Configuration Settings''' > '''Connectivity''' tab > '''Grants.Gov Integration'''.<!--123753 - Grants.Gov integrationDynamic Content option-->
===Minor Updates===
====Added Level 1 fields Option to Level 3 List ViewsHold Workflow Emails====Added the ability to surface Level 1 fields such as the status or the amount requested put workflow emails on hold if an excessive number of the grant on emails is being generated per workflow within a Level 3 sub activity list view5-minute span. You can add Level 1 fields to This setting acts as a fail-safe mechanism enforcing a manual review and release process when a Level 3 list view by going to workflow generates emails that exceed the desired Level 3 list viewthreshold you specify. To configure, navigating navigate to the '''ColumnsGlobal Settings''' > '''Communications''' > '''Workflow Email Hold Limit''' tab to specify the maximum number of emails allowed to be generated by a single workflow in a single cycle before all the list view builder generated emails from that workflow are put on hold. You can choose to notify all system administrators or pick specific users to be notified when workflow emails have been put on hold and selecting desired level in the field entity dropdownrequire releasing.<!--114400 127005 - L1 fields Workflow email fail safe on L3 list viewshold limit-->
====Added Option to Auto-Open Records in Annotation Mode====
<!--122655 - Open in Annotation Mode-->
New settings have been added to list views and portals to give you more control over how list views render. For example, you can now 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 under the portal settings and enter a number into the new '''Record Limit''' field.
<!--123376 - Accommodations for narrow list views-->
[[File:2021-07-ticket-123376-1.png|thumb|none|800px|The Type/Status button can be hidden at the list view level.]]
[[File:2021-07-ticket-123376-2.png|thumb|none|800px|The new record limit option as seen in a portal section.]]
====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 '''Data Type''' of '''Records related to an object'''.
<u>'''Note:''' </u> there is no drill down functionality for this specific chart type.
<!--121431 - Special Chart Field Enhancements-->
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.
<!--118513 - Display Countdown Timer phase 2-->
[[File:2021-07-ticket-118513-1.png|thumb|none|800px|Select from four <strong>Countdown Timer</strong> templates and adjust the colors if desired.]]
====Added Option to Include Audit Report for Adobe Sign====
<!--120548 - Adobe Sign Request to include Audit Report-->
====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'''button.
<!--117624 - Registration logo cannot be updated-->
====Added Security Option to Disable File ServingAuto-Opening Files in Browser====Added a new option to disable file serving for any uploaded files throughout the system including '''SmartFolders'''. If There are situations in which you may wish to serve the setting '''Disable Option to Serve Uploaded Files''' is toggled ON and if an uploaded file is referenced via contents in the linkbrowser, such as for custom CSS stylesheets included in document templates or for instruction manuals you want the user to read onscreen. However, for clients with strict IT security requirements, you now have the ability to disable the browser from serving the file and it will force the file to instead download instead of opening it in the browserdirectly. To see enable this setting navigate , go to '''Menu Icon''' > '''Global Settings''' > '''Security''' tab> Toggle on '''Disable Option to Serve Uploaded Files'''.
<!--124506 - Home Depot file upload security-->
====Added Option Updated Default Autoloader Behavior to Ignore Comment LinesImport Pound Symbols ( # ) for CSV Upload====A new toggle was added The default behavior of the autoloader has been updated for CSV and TXT file types to import lines containing pound symbol ( # ). Previously, a pound symbol at the start of a line would have been ignored as a comment line and not imported. Depending on the format of you imported file, multi-line data containing pound symbol within values, such as an address field, may have also caused issues and been ignored by the autoloader . To force the autoloader to treat values beginning with pound symbol as comments, you will have to turn on a new toggle called '''Ignore comment lines denoted by pound symbol ( # )'''. When this setting is toggled ON, rows ''starting'' with a pound symbol ( # ) will be treated as comments and skipped during processing. You can still process data with pound symbols with this setting ON if you wrap the entry with the pound symbol in quotes (Example: John, Smith,"#123 Peter Street"). If the new setting is OFF, you can now have a pound sign symbol in your data (Example: John, Smith,#123 Peter Street) and it will still be processed as data. To see the new setting, navigate to '''Menu Icon''' > '''Global Settings''' > '''Autoloaders''' > Edit the desired autoloader > '''File Layout''' tab.
<u>'''Note:'''</u> Import Wizards wizards do not have this toggle and as such therefore all pound signs are symbols will be treated as data.
<!--125115 - Add option to allow # character if encountered in an imported file-->
====Added Support for Data Policies to Invitations====
Added the ability to set data policies for invitations. For example, you could setup a '''Data Retention''' policy to delete the values of users who were sent an invitation but either did not respond or declined the invitation. To see the new option, go to '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''Data Policies''' > Edit a policy of the type called '''Retention''' and under the '''Entity''' dropdown select '''Invitations'''. The '''Date Field to Compare''' dropdown will contain the following options specific to invitations: '''Last Updated''', '''Invite Time''', and '''Response Time'''.
<!--118832 - Data Policies for Invitations-->
==Beta Previews==
==Notes for Admins==
====Added New Variable for Status Group Name====
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-->
==Service Packs==
===July 29th 2021 (202107.04)===
====Fixes====
* Fixed an issue where user roles added to the data policy were able to download files from a list view. User roles who are now included in the data policy will still see a button to download attached files in the list view but will not be able to download the files.
<!--127384 - Download files from list view doesn't align with data policy-->
* Fixed an issue with the advanced data table where the currency would be unformatted when first opened.
<!--127408 - currency formatting not showing in advance data table when first opened-->
* Fixed an issue with the organization duplicate check where the '''Keep''' option was not visible under certain conditions.
<!-- 127832 - July upgrade - merge orgs not working properly-->
====Other Changes====
* Added an alert to date and time pickers on XML tables if the input format is invalid.
<!-- 127040 - Workplan XML table dates appearing as 'false' -->
* Updated behavior of upload fields associated with a data policy so that once the attached data is expired, the original file will be deleted and replaced with a dummy text file and renamed to [original file name]_expired.txt.
<!-- 122929 - Data policy not showing any 'data expired' for upload fields -->
* Updated the error messaging on linked record lists to display in the linked record list.
<!-- 127036 - Linked record list field deleted/broken list view error message -->
* Updated the way the media library encodes videos for improved quality. Videos uploaded after July 29, 2021 will receive the optimized encoding.
<!-- 122914 - Media library encoded video looks pixelated-->
* The '''Edit Roles and Access''' button has been updated to be visible to the following users:
# People who have view and edit permission on the user profile
# People who are either '''Global Administrators''' OR have a role that can set the role of the user profile OR have roles that can activate the role of the user profile OR have roles that can send passwords for the role of the user profile OR have roles that can set the password for the role of the user profile
# People who are looking at the user profile with the same privilege levels (example: a regular user cannot edit the roles of a '''Global Administrator''')
<!-- 127388 - User Profile Permissions Issue-->
===July 22nd 2021 (202107.03)===
====Fixes====
* Fixed an issue with the fuction to add business days (addbusdays) in [[Sscalculation|sscalculation]] which was returning a weekend date for any computation that should have returned a Friday date (example: Tuesday + 3 business days, Wednesday + 2 business days, etc).
<!--127469 - Add Business days function inconsistent-->
* Fixed an issue with CRA and IRS transactions in which the organization names that contained ampersands ( & ) were rendered in CDATA format.
<!--127611 - CRA and IRS Transactions - Name populates incorrectly when there is an ampersand (&)-->
* Fixed an issue where some inputs did not read out as editable with the JAWS screen reader if dynamic control fields were used.
<!--127514 - Application Accessibility Issue-->
* Fixed an issue with the duplicate check where users configured to only see the''' Duplicate Check''' button under the '''Tools''' menu could not trigger the duplicate check page as well as an issue where the system navigated back to the user's own profile when attempting to create a new duplicate user if row clickable was enabled.
<!--127442 - Opening duplicate check profile for Lori Gray takes you to Talia Fine instead-->
<!--127639 - Duplicate Check not working-->
* Fixed an issue where the button to add contacts for the contact list view of internal organizations (located under '''Organization''' > '''Contacts''' tab in the left navigation) created an external user instead of internal user even though the organization was internal.
<!--127179 - Adding Internal Staff from Organization List View Issue-->
* Fixed the budget logic of Level 3 records in [[UTA Provider/Consumer Relationships|Consumer-Provider UTAs]] to only count unique Level 3 records instead of counting records twice.
<!--126054 - Walton - RMWF Paid Allocations being counted twice-->
===July 15th 2021 (202107.02)===
====Fixes====
* Fixed an issue where Level 1 custom fields were being moved to the Level 2 custom fields when '''Global Administrators''' used the pagination to edit fields of a different entity and/or item ID.
<!--127235 - Level 1 fields for specific application types showing up in Level 2 notification letters in Corefieldset-->
* Fixed issue with calendar permissions where only users with both '''Read Access Role''' and '''Write Access Role''' permissions were able to view the calendar. Users with just '''Read Access Role''' permissions will now be able to view the calendar.
<!--127228 - Calendars Not Displaying-->
* Fixed issue with the type filter setting and button visibility for the linked record list where users without permission to create Level 3s were seeing the button to create Level 3s on a linked record list.
<!--126892 - L3 Type 'Restrict Creation To' roles being ignored on Linked Record List-->
====Other Changes====
* Added option to enable quicker initial list view load time by displaying an unsorted number of records without a total record count. To configure, navigate to list view settings and toggle on '''Enable Quick Load''' under the '''Feature Options''' title bar.
<!--127060 - Page Load Speed Issue - Charity Search List View Portal With Proximity Search-->