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Template:March2022Upgrade

4,517 bytes removed, 17:16, 22 February 2022
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Watch this video to get a general overview of the new features in this release.
{{#ev:youtube|dVaDSxrF_GU}}
===Major Updates===
====Deprecation of Classic HeaderTitle====Deprecated the classic headerDescription. All systems will automatically be switched over to use the compact header. The classic header is no longer supported or available.<!--119952 - Deprecate the non-compact header--> [[File:2021-11-ticket-119952-1.png|thumb|none|800px|The classic header style has been deprecated and will no longer be available.]][[File:2021-11-ticket-119952-2.png|thumb|none|800px|All headers will automatically be converted to use the compact style.]] ====Updated Visibility of Features Under the Menu for Global Administrators====Updated what features appear to '''Global Administrators''' under the menu icon located at the top right of the header. '''Global Administrators''' previously saw features like '''Organization Hierarchy''' and '''Email Broadcast''' automatically under the menu icon, regardless of the menu role permissions set for these features. To ensure your '''Global Administrators''' have a seamless experience after the upgrade we suggest you adjust your settings to give '''Global Administrators''' menu access to the features they use prior to the upgrade. For example, to ensure '''Global Administrators''' can see the '''Organization Hierarchy''' go to '''Menu Icon''' > '''Global Settings''' > '''Security''' > '''System Feature Permission''' > '''Menu''' tab and add the desired roles to '''Organization Hierarchy - Menu Access'''. An easy way to adjust these settings is to go to '''Role Based Entry Mode'''. Then click the desired role and check what you wish to see and save. <u>'''Note:'''</u> Some features have two settings: one for the ''visibility'' of the feature under the menu (found under the '''Menu''' tab) and another for ''access'' to the feature (found under the '''Feature''' tab). <!--128360 - Issues when configuring access to Email Broadcast-->[[File:2021-11-ticket-128360-1.png|thumb|none|800px|Menu access permission will be enforced for Global Administrators. If a Global Administrator is not granted access to the above menu items, they will no longer see these links after the upgrade.]]====Enhanced List View Search====Enhanced the list view search to always display the '''Type''', '''Status''', '''Column''', and '''Filter''' dropdowns to make searching more intuitive. These drop downs filters previously were only visible when you clicked into the search box. <u>'''Note:'''</u> The '''Advanced Search''' icon has also changed and is now located to the far right of the search bar and can be toggled to display or hide.<!--124361 - Proposed Search Design--> [[File:2021-11-ticket-124361-1.png|thumb|none|800px|The search has moved onto its own line and the <strong>Type</strong>, <strong>Status</strong>, <strong>Column</strong>, and <strong>Filter</strong> dropdowns are no longer hidden inside the search input.]] [[File:2021-11-ticket-124361-2.png|thumb|none|800px|The look of the <strong>Advanced Search</strong> icon has changed and the button is now located at the end of the search bar (far right) and behaves like a toggle.]] ====Updated Message Display on SmartCheck Validation====Updated the display of '''SmartCheck''' validation to display messages underneath the affected fields rather than floating above fields to avoid obscuring content. The visual treatment of these messages have also been enhanced.<!--124380 - Make SmartCheck validation work like the configuration page field validation?--> [[File:2021-11-ticket-124380-1.png|thumb|none|800px|SmartCheck validation will now display underneath affected fields rather than floating above fields obscuring content. The visual treatment of these messages has also been enhanced.]] ====Enhancements to Scheduling Options for Autoloaders, Reports, and Archives====Added a new scheduler for autoloaders, report exports, and archive schedules for greater scheduling flexibility. For existing autoloaders and archive schedules, you can now set a '''Start Date''' to initiate any missed scheduled runs. If you have an existing report with a scheduled export set up, you will need to toggle on the new scheduler to take advantage of the new scheduling options. To access this new setting for report exports, navigate to '''Menu Icon''' > '''Reports''' > Edit a '''Report''' > Click '''Export''' in the left navigation > '''Scheduled Export''' tab > Toggle on '''Enable New Scheduler'''.<!--108001 - Autoloader automated schedule-->
[[File:2021<!-11-ticketTicket-108001-1.png|thumb|none|800px|The view of the improved scheduler with more options.]]>
===Minor Updates===
Smartstaff
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