Changes

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 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 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

To see this new feature that allows you to set up predefined profiles for copying records, go to UTA Settings > Level 1/2/3 tab > Copy Profiles. Additionally, you can also set up the ability to copy a Level 1/2/3 object through a workflow on a status change by using a new Task Type of Trigger Copy Profile.

120929 - Improved Copy of Level 1s/2s (Phase II)

Added a new hierarchy permission of Users Under Associated Organizations to the user security matrix and Associated Organizations to the organization security matrix.

126369 - Request for user-organization-association roles on security matrix