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==Global System Upgrades==
The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to their server:
===Major Updates===
====Added Ability to Make Tab Bar Visible to All Users Based on Role Permissions====
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 Generate PDFs from Workflow Tasks Using a Specific Role====
Added the ability for workflow tasks to generate PDFs as a specific role. For example, you could generate a PDF using the external applicant role and the fields included in the PDF would be only the fields users with that role have permission to see. To see this new setting, go to Menu Icon > Workflows > Tasks tab > Edit a task of type Generate PDF File or Generate PDF File Asynchronously > The new setting is called Generate PDF File for.
<!-- 128740 - Ability to select which role to generate the pdf as -->
====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 -->
====Added Ability to Create Copy Profiles====
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 -->
====Added Ability to Provide Feedback on Invitations====
Added ability to allow the user to provide a reason for accepting or declining an invitation from the system. To enable this setting, go to UTA Settings > Level 1/2/3 tab > Invitation Templates > Edit a template > Invitation Templates tab > Toggle on Enable Input for Decline Reason and/or Enable Input for Accept Reason. Under each toggle, there is an additional setting called Make Reason Mandatory which will force the user to provide a reason before they can accept or decline an invitation. To see a list of response reasons from invitees, go to the Invitation tab. If the invitee provided a reason for accepting/declining click the View Reason button.
<!-- 128237 - Enhancement - Form in the Invitation -->
====Added Setting to Trigger a Workflow for Incomplete E-signature Requests====
In the event that an e-signature status is canceled, expired, failed, or voided, a new workflow can be triggered to continue the process. For example, you might want to update the level 1 record status if the e-signature request was not completed. To enable this setting, go to the desired Special - Web Page View custom field with Enable E-signature toggled on to see the new setting called Failed to Complete Workflow.
<!-- 127705 - Adobe Integration Enhancement Request-->
====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====
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 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====
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====
==Notes for Admins==
====Added Export Functionality for Failed Logins, Locked and Expired Accounts====
Added ability to export the Failed Login, Locked Accounts and Expired Accounts. To see this, go to Global Settings > Security > Password and Activation Policies. In the left-hand navigation, click on the desired tab. There will now be an Export button at the top of the list that will export the logs as an Excel file. You can select specific records to export or export the entire list by not selecting anything
Added a link beside the Created By and Updated By standard fields that open up the corresponding user profile in a new modal window. This setting is applied to UTA Level 1/2/3 records, User records, and Organization records. If you navigate to the standard field you can hide this link using the Restrict Profile Link setting.
<!-- 132989 - Created By Link -->
Updated the list of districts (State/Province standard field) for the Cayman Islands
<!-- 137992 - state/province options for cayman islands are not correct -->
The header text template in portals was deprecated in a previous upgrade. Any content entered into the Header Text Template options will no longer be visible after the upgrade.
<!-- 136309 - Portal header not displaying -->