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Template:November2021Upgrade

606 bytes added, 16:39, 27 October 2021
m
Undo revision 39291 by Avincent (talk)
Enhanced the '''Permission Quick Edit''' feature to allow the permissions of custom fields based on '''Role''', '''Type''' or '''Status''' to be quickly copied and pasted into other columns. To view permission quick edit, navigate to '''UTA Configuration Settings''' > '''Level 1/2/3''' tab > '''Custom Fields''' > Click the '''Permission Quick Edit''' button in the list view actions bar (lock icon) > Click the ellipses icon on your desired column and copy the settings and then paste the settings into the desired target column.
<!--125246 - Custom Fields - Permission Quick Edit - Ability to simply apply field settings from one type to another type-->
 
====Updates to Lookup - Autocomplete Options Custom Field====
Updated the behavior of the '''Lookup - Autocomplete Options''' custom field so that when the user first clicks into the field, a list of options will display automatically. Before, the options were only displayed once the user started typing.
<!--124345 - Display lookup field options immediately when selecting-->
 
[[File:2021-11-ticket-124345-1.png|thumb|none|800px|The <strong>Lookup - Autocomplete Options</strong> custom field will now display a list of options automatically when the user clicks into the field.]]
====Updated Report Builder Behavior====
<!--88956 - Impact Map Feature Enhancements-->
[[File:2021-11-ticket-88956-1.png|thumb|none|800px|The '''<strong>Impact Map''' </strong> now include system filters, custom messaging, aggregation types, currency and precision settings.]]
====Updated Report Export to Chain Scheduled Exports====
<!--126630 - Allow Multiple Lines on Line Chart Custom Field-->
[[File:2021-11-ticket-126630-1.png|thumb|none|800px|An example of the '''<strong>Special - Chart''' </strong> custom field on a record showing a line chart of with multiple activity series in the Y Axis.]]
===Minor Updates===
Smartstaff
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