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Template:August2019Upgrade

1,570 bytes added, 13:53, 1 October 2019
New Tab Bar Feature
Watch this video to get a general overview of the new features in this release.
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''To watch this video in full screen, please click on the '''full screen''' button on the bottom right.''
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[[File:2019-08-ticket-88813-1.png|thumb|none|500px|In the list view builder you can now easily identify which fields are configured in a column.]]
====Enhanced Alerting Options for SmartCards====
====Added Audit Logging for Changes to UTA Formulas====
Added audit logging to UTA Formulas to now on level 1, 2 and 3 (excluding type specific formulas). Now you can track changes for changes made to UTA formula configurations.
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====Extended the Group Email Functionality for use with Organization List Views====
Extended the Group Email functionality to be available for Organization list views now. You can enable this in the Global Settings, > Security > System Visibility Permissions, > Miscellaneous Logicand under Enable Contact Group Email and Enable Organization Group Email enter into Logic, 1=1.
<!--88592 - Organization Group Email to Primary Contact-->
Enhanced the Excel Parser feature with the ability to map and update activity records per row defined in the Excel sheet. Previously, this feature was limited to mapping each activity record to an entire Excel sheet or tab, but you can now do so for each row in the sheet. When configuring the custom field, a new attribute [rowasrecord] has been introduced in order to specify that each row be mapped to an activity record. By default, the value of this attribute will be false, but when set to true, each row within the defined section of Excel sheet will be mapped to an activity. For example, you can use this custom field on a UTA Level 1 record to parse uploaded Excel sheets, and create or update the corresponding and associated Level 2 activities.
<!--89676 - Enhance Excel Parser feature to create records by row in excel sheet rather than just by each sheet-->
 
[[File:2019-08-ticket-89676-1.png|thumb|none|500px|An Excel sheet setup to create activities for each row, can be seen on the left. The Syntax used to accomplish the creation of activities per row with the Upload – Multiple Files Storage field, can be seen on the right.]]
====New Integration with Charity Navigator for Organization Verification====
===Minor Updates===
 
====Extended the Use of Parent Dependent Option Filtering for use with Lookup - Autocomplete Options Custom Fields====
Extended the functionality for parent dependent option filtering for select-type custom fields, to include Lookup - Autocomplete Options type custom fields. You will now be able to use these field types as either the parent or child field of parent dependent option filtering.
Updated the autoloader with the ability to send email notifications in the case that any records failed to process. Instead of sending completion logs after every file, you can now set the completion logs to only send when a record failure is detected.
<!--89230 - Autoloader record processing error notification-->
 
====DAMVAD Similarity Identification====
Our partner, DAMVAD Analytics has designed a Similarity Identification integration. This integration can be used to identify plagiarism as well as find and evaluate similar applications. To use this integration you will need a token from DAMVAD Analytics. Learn more about the [[DAMVAD_Analytics|DAMVAD Analytics Integration]].
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[[File:damvad-2019-3.png|thumb|none|500px|See the multiple line custom fields for the current application and a similar application side by side. Notice the lines that are similar are hyperlinked and the similarity value is given.]]
==Beta Previews==
====New Tab Bar Feature====
New [[Tab Bar ]] feature to help improve productivity and user experience for your users. This new option will allow users to open multiple workspace screens, and work with them concurrently. You will also have the option to enable multi-tasking, which builds upon the previous split screen features, and now provides greater freedom and independence with the navigation in each tab. This new multi-tasking mode will allow you to easily compare any two tabs that you have open for a stronger and more intuitive way to work with different records concurrently. To enable this feature # Go to menu icon > Global Settings > Security tab > System Feature Permissions > Feature Permission Tab > Scroll down to Enable Tab bar Access. Add the desired roles and click save.# Logout and back in.# Go to the user menu and select Enable Tab bar. To learn more visit the full [[Tab Bar]] wiki article. 
<!--67908 - Split screen within a L1 to allow for searching/opening other L1s-->
[[File:2019-08-ticket-67908-1.png|thumb|none|500px|The new optional Tab Bar feature showing a record and user. You can navigate, compare and edit different records concurrently using the tab bar at the bottom.]]
Smartstaff, administrator
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