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==General Details==
===Upgrade Dates===
Public Cloud Production release date: '''February 14th 21st 2019'''<br />
Public Cloud Backup release date: '''January 29th 2019'''
Private Cloud Production (Managed Upgrades) release date: '''February 28th 2019'''<br />
Private Cloud Backup (Managed Upgrades) release date: '''February 14th 2019'''
==Overview==
Watch this video to get a general overview of the new features in this release.
{{#ev:youtube|ma-aFY6quJg}}
==Global System Upgrades==
===Major Updates===
====Ending Support for TLSv1.0====
Updated web servers to disable TLSv1.0 encryption for improved security. While we have already previously disabled and ended stupport for TLSv1.0 for most of our environments, some clients had experienced connectivity issues, resulting in our continuation of support for TLSv1.0 on some environments. This upgrade will disable TLSv1.0 for all environments.
====Updated Contact and Organization Links====
Updated the method of linking to contacts and organizations from the UTA Level 1 record for an improved user experience. Previously, links to the contact, owner, company, branch standard fields were manifested as hyperlinks to their names in View mode of the Level 1. Clicking the link would have opened up their profile in full screen. Instead, the link has now been changed to an icon beside their name, that will display in both View and Edit modes, and that will open their profile in a modal pop up window. The setting to disable links to ocontacts contacts and organizations has also been updated from a global enable/disable option instead allow role specific permissions.
<!--74687 - Open organization and level 2 in modal from level 1-->
====Updated Interface for Mobile Menu and Lookups in Configuration Screens====
Updated interface for several areas which are limited to the application menu for mobile devices, and lookup inputs in configuration screens. The application menu has been updated in the mobile interface to be more inline with the look and feel of the desk top browser. The lookup inputs have been updated in various configuration screens for improved usability and efficiency. You can now search for options, and remove configured ones easily.<!--71228 - Updated Mobile Menu Design not for app-->
<!--71607 - New style lookup for selecting-->
====Extended Split Screen Functionality to Portal Sections====
Extended the split screen ability to portal list views. You can now expand a portal section into a list view split screenif you are using the default theme for that section. This will allow you to easily expand portal sections and work off the list of records with a split screen simultaneously displaying the record page. [[File:2019-02-ticket-67929-1.png|thumb|none|500px|Open a default themed sections in split screen using the new button.]]
<!--67929 - Portal list view open in split screen-->
====New Ability to Search Multiple Values in Advanced Search====
New ability to search for multiple search terms in a single line within Advanced Search criteria(custom fields only). A new comparison operator '''Multiple ''' has been introduced in order for you to search for multiple terms at the same time. The search terms will be searched as if you placed an Or condition in between eachvalue, and values are separated by a semicolon.If the custom field has predefined options you will be able to select the desired options from a dropdown. [[File:2019-02-ticket-73923-1.png|thumb|none|500px|Using advanced search with multiple terms in one criteria.]]
<!--73923 - Advanced Search improvements - multiple criteria in a condition-->
====New Ability to Assign Icons to UTA Record Types====
New icons introduced and available for customizing, to better represent different record types visually throughout the system, such as in menus and list views. These have been introduced for improved readability and user experience. For example, when viewing a record, such as UTA Level 1, the menu tabs will present icons for the different record types. Icons will also be presented within list views.
[[File:2019-02-ticket-85196-1.png|thumb|none|500px|UTA Type icons displayed in a list view and on the left navigation of a level 1 application.]]
<!--85196 - Icon for Level 1,2,3 types-->
====Enhanced Scheduled Report Export Functionality====
Enhanced scheduled report exports with new options to trigger a status change, or workflow off the returned records after an export, as well as append a date/time stamp to the file name of the export. Note, that the status change and workflow options will only trigger on the primary record set of the report. You may customize the date formatting of the filename with any of the below options:
{| class="wikitable"|-||[YYYY] - ||full year|-||[YY] - ||short year|-||[MM] ||month|- month||[DD] ||day|- day||[HH] ||hour|- hour||[mm] - ||minute|}
<!--70947 - Scheduled report export filename options and status change-->
===Minor Updates===
====Simplified List View Configuration Interface====
Simplified the list view edit screen to be more intuitive. It is simpler now when adding or deleting columns. Also, added the ability to view and edit any search filters that are associated to the list view, directly from the list view edit screen.
===Major Updates===
====New Ability to Render UTA Activity Types in Left Menu====
New ability to breakout and manifest different activity types directly in the left menu of a UTA record. For example, on a Level 1 record, you can display all your Level 2 types in the left menu navigation, instead of a single "Activities" menu. This allows you to simplify your interface and make it more intuitive.
[[File:2019-02-ticket-68209-1.png|thumb|none|500px|Render UTA Activity tabs in the left menu.]]
<!--68209 - Ability to surface level 2s for objects in the left (related objects) menu instead of activity list-->
====New Custom Field to Render Lists of Associations and Related Record====
New ability to simplify the interface of associations or related records. A new custom field type "Special - Linked Record List" has been introduced to allow you to display lists of linked records inline on the page. For example, when viewing a record, instead of having to navigate to the Activities left menu to find all your activities, you can now split them up and display each individual type inline of the record page.
[[File:2019-02-ticket-72096-1.png|thumb|none|500px|Special – Linked Record List Custom field used to add, select and display users inline on the level 1 application.]]
<!--72096 - New container field for sub-lists-->
====New Ability to Create List View of Multiple Record Types====
New ability to create a list view composed of different record types. You can now easily create a single task list of all your to-dos, without the clutter and effort of creating each individual list in your portal. A new portal section type has been introduced to combine list views, that will allow you to select multiple list views and join them all into the same list.
[[File:2019-02-ticket-83681-1.png|thumb|none|500px|A single list view in a section containing different types of records such as Organizations, Users, UTA level 1, 2 and 3s.]]
<!--83681 - Aggregated/combined list view-->
====New Tree View Mode for List Views====
New Tree View mode introduced for list views. This new option will display a list view with the ability to expand records to display any associated sub-records underneath in a hierarchical view. For example, on a UTA Level 1 list view, you will be able to expand each record to view the Level 2 activities, Level 3 activites, and file upload fields and their contents. This option will need to be enabled within the configuration of a list view.
[[File:2019-02-ticket-84124-1.png|thumb|none|500px|Tree style list view showing UTA level 1, 2 and 3s as well as uploaded files.]]
<!--84124 - Tree view mode for list views-->
====New Image Display Options for List Views in Grid Mode====
New option within grid-style list views to better accommodate the display of images. You can now make great looking list views, with more control over how to display images in grid list views with respect to the position and size of the image.
[[File:2019-02-ticket-85561-1.jpg|thumb|none|500px|Three new grid list view styles (Full width image, thumbnail left, thumbnail right).]]
<!--85561 - Image in grid style list views-->
===Minor Updates===
====Extended Translation Functionality to General Terminology and Portal Shortcuts====
Extended label translation functionality to general terminology settings, and portal shortcuts. You may now define language translations for the general terminology settings (e.g. your name for contacts, and organizations). You may also define different language texts for the title and description of your portal shortcuts.
<!--73106 - Support ticket and/or enhancement for portal shortcut links-->
==Beta Previews==
====New Process Flow Summary Charts====
New process flow summary chart introduced to help you visualize the configuration of your UTA. This new chart feature will display the configuration of your UTA types, statuses, submit buttons, and workflows triggered at each in order to visualize the process flow configured in your system. This feature can be found within the UTA settings pages for each level, e.g. UTA Configuration Settings -> General Tab - > Under Application Summary Heading -> Process Flow Summary.
[[File:2019-02-ticket-83473-1.png|thumb|none|500px|Process flow diagram of a level 1 application showing buttons, statuses and workflows.]]
<!--83473 - Object flow chart-->
====New Option to Open Records in Pop-Up Modal Window====New user setting to allow you to open records in a pop-up modal window instead of full screen. This let's you work more efficiently by not losing your previous screen that you were on. This is being introduced as a beta feature in your user setting at this time, but will be made more widely and easily available in future. You can find the option within your user system settings -> "Open in modal window for records on list view within another record". With this setting enabled, you can for example while viewing a UTA Level 1 record, open a Level 2 activity in a pop-up modal window instead of full screen. [[File:2019-02-ticket-74687-1.png|thumb|none|500px|Opening a level 2 site visit in a modal window from the level 1 application.]]
<!--70111 - List view open in modal window option-->
==Notes for Admins==
====Updated System Style Sheets====
Updated the compilation of style sheets throughout the system. New CSS files have been introduced that are more compact and efficient, for improved performance. Previous CSS files will still be retained and will continue to function, but will no longer be updated going forward. Static references to previous style sheet names in the Special - Web Page View custom field type will be automatically converted to the new file names.
====New Ability to Display SmartFolder Contents without Frame====
Added new parameter to SmartFolder page to just display the contents of the SmartFolder without the folder navigation or title bar. You can now add a parameter "?isframe=1" to the "Internet URL " of a SmartFolder, if for example you wish to just display the SmartFolder contents within a portal section.
<!--68319 - SmartFolders viewing-->
