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Template:July2020Upgrade

248 bytes added, 17:07, 9 July 2020
Updated Personal Dashboards with Ability to Link Shortcuts to List Views
====Deprecated Special - Password Protected Text Custom Field====
Deprecated the '''Special - Password Protected Text ''' type custom field as it is using outdated encryption methodology that is no longer secure. The current custom fields will continue to work as before, but you will not be able to create new fields of this type.
<!--112573 - Netcraft VA 202002 issues - V15 Weak encryption scheme for password-protected text fields-->
====Changed the Arrangement of Options Context Menu====
Updated the arrangement of options within the action menu bar for improved organization and ease of use of the menu. The previous '''Options ''' menu has been separated and grouped into three new menus '''Actions''', '''Tools''', and '''Logs ''' in order to better separate the type of functions that you can perform for a record. Some functions have been migrated into the pre-existing '''New ''' menu, and the '''New ''' menu has been swapped in position with the Edit/View action.
<!--91709 - Option menu changes-->
====Changed Behaviour and Updated List of Currency Fields====
Updated the list of available currencies, as well as behaviour of select input for various currency selectors throughout both admin configuration pages, a as well as end user interface pages. Currency fields, including the UTA Level 1 '''Currency ''' standard field, have been updated to a more recent listing of global currencies. The field has been updated to show you both the currency code as well as full name of the currency, also now allows you to search on either text, and lastly the sorting has been updated to be fully sorted alphabetically. The stored value of the field will remain the same, and it is only the display value seen on screen that has been updated. Note, that the currency for French Canadian has also been removed from the list, as this should instead be determined by a combination of Canadian currency, and the user's language and address locale.
<!--88659 - Expand the list of currencies available in the UTA L1 SF Currency-->
====Changed Behaviour and Visibility of SmartFolders for SmartFolder Manager Users====
Updated the visibility of SmartFolders to always be visible to users that possess the '''SmartFolders - Manager ''' this permission is found under '''System Feature Permissions''' > '''Action Permission'''. Previously, users with this manager role were still able to access SmartFolders regardless of what role permissions were set on the SmartFolder, however the SmartFolder interface was not correctly displaying these folders as visible. An update has been made to correct this so that the SmartFolder interface now correctly shows all folders as visible since SmartFolder Manager users already had access to these. The effect is that SmartFolder Manager users may now see more SmartFolders in their list than they did previously since they have the access to modify all folders.
<!--91896 - Global Admin cannot view SmartFolder that they do not own-->
====Updated Interface for Greater Screen Real Estate====
New '''Compact ''' Mode introduced for users who wish to view and work with more information on screen. This setting is labelled '''Display Density''', and is found under the user menu '''User Menu''' at the top right of the header, and then '''Personal Settings'''. Within the '''Display Settings there ''' tab you can switch to a compact view modedisplay density. This will improve the amount of workspace for users that are comfortable with a higher density of information on screen. This was designed with staff and power users in mind that work with lists and large forms. Also, some minor updates have been made to the interface for all users to create more screen real estate. Specifically, the spacing and font sizing in the top header bar has been slightly reduced to grant you more usable screen real estate.
<!--110413 - UI Changes for more working space-->
[[File:2020-07-ticket-110413-1.png|thumb|none|500px|List view with the default display density.]]
[[File:2020-07-ticket-110413-2.png|thumb|none|500px|List view with compact display density on where you can see twice as many records per page.]]
[[File:2020-07-ticket-110413-3.png|thumb|none|500px|UTA level 1 such as a grant with default display density.]]
====Changed Behaviour of Variable Processor Replacement of Display - Image Custom Fields====
Changed the variable replacement of '''Display - Image ''' custom fields. Previously, when this type of custom field was referenced from a list syntax in the variable processor, e.g. using '''[#(?object=)#]''', the path to the thumbnail image was returned. The variable processor has been updated to instead return the path to the original image, and a new syntax has been created to reference the thumbnail version. Specifically, '''Display - Image ''' custom fields that were referenced in a list syntax, like '''[#(?object=) $field.value$#]''', used to return the path to the thumbnail image. This will instead return the path to the full image after this upgrade, and if you wish to reference the thumbnail you can do so with new syntax like '''$field.thumbnail$'''. This may impact the size of file, and result in larger files, for any documents that you currently generate that reference these fields in this manner.
<!--113439 - Displaying images from image upload-->
====Changed Behaviour of System Configuration Lock====
Updated the '''System Configuration Lock ''' feature to no longer require a static password to lock or unlock the system, but rather just verify the user's current account password. As this feature is only available to Global Administrators via the '''Global Settings''', we've removed the requirement for a static password for ease of use, as this was never designed as a security feature but rather as an added confirmation before locking or unlocking the system.
<!--110171 - System Configuration lock update-->
====Enhanced Password and Activation Settings Page====
Enhanced the '''Password and And Activation Policies''' settings pages for improved navigation, ease of use, as well as stronger default security settings. The interface for these pages has been updated in line with a left navigation menu. Some settings now have updated labels, and descriptions, and may have been re-organized between tabs to be more intuitive to find. The password policy and complexity has been updated in order to easily configure your password complexity requirement. Previously, the password complexity would be a compiled logic statement, which can still be made via a custom policy, however now by default the password complexity is a set of toggles and options that is easy to both set as well as read. Also, with the new '''Default ''' password complexity type, we've updated the interface to validate a user's password as they type to provide a better user experience when updating their password. We encourage you to review your password complexity settings and easily switch over to the new '''Default ''' complexity type. Please note that the options for minimum character requirement have been updated from a minimum of 6 instead up to 8 characters now.
<!--109890 - Password and Activation Policies - Password Pattern-->
====Deprecated Support for Classic Interface====
Deprecated the Classic interface, and removed the ability to re-enable the Classic interface, and will no longer be supporting the Classic interface. A previous upgrade would have automatically converted any instances still using Classic interface to the current Arcadia interface so there should be no impact to most clients. This will however, force all instances to the newer Arcadia interface with no more ability to revert back to Classic interface. We have fully removed the option in '''Global Settings ''' -> '''Classic Options ''' -> '''Disable Classic Mode ''' that would have allowed you to revert back to the Classic interface.
<!--113575 - QA Issue: Classic Interface on User Profiles-->
====Updated Personal Dashboards with Ability to Link Shortcuts to List Views====
Updated personal dashboards with the ability for you to link aggregate shortcuts and charts to list views. Users with personal dashboards will now find the '''Link to List View ''' option available to them when editing a aggregate-shortcut in a card set to the type item of '''Aggregate''' in their dashboard.
<!--83521 - Personal Dashboards - Sections link to list views-->
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