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Template:July2020Upgrade

410 bytes added, 14:00, 25 June 2020
New Date Range Input Available to Search Panels within Portal Sections
New Form Completion Indicator feature allows you to display the current percentage completion of a form as the user fills it out. The setting can be configured granularly for UTA records, users, or organizations, for example in the UTA Settings -> Level 1 Settings -> you can define the user roles that see this indicator, and for which record types and statuses. This provides end users with a visual estimate of how much work they've completed and how much is left. This feature will automatically calculate the percentage complete based on the number of fields available for input by the user, and indicates both the overall form completion as well as per section as defined by fields contained within each custom field of type Layout - Tabbed Section. You may even adjust the default weighting of each Layout - Tabbed Section against the overall form completion.
<!--111287 - Improved tabs and record completion-->
 
[[File:2020-07-ticket-111287-2.png|thumb|none|500px|Form completion indicators as seen on a level 1 such as a grant.]]
====New Option to Configure Duplicate Check of Rows in Advanced Data Table Fields====
New option in the Special - Linked Record List custom field type to be able to connect to contact invitations. You can now have a greater ability to configure the display, and access to invitations.
<!--91418 - Expand Linked Record List Field to Include Invitations-->
 
[[File:2020-07-ticket-91418-1.png|thumb|none|500px|Showing invitations on a level 1 such as a grant using the Special - Linked Record List custom field.]]
====Extended Quick Assignment to be Available for UTA Level 2 and 3 Records====
New date range input made available to search panels within a portal section. When you enable the search panel for a portal section, and make a date field available for searching, you now have the option of selecting Date Range as the comparison operator in order to easily create a prompt for both start and end date range.
<!--93193 - pick date range through single ui-->
 
[[File:2020-07-ticket-93193-1.png|thumb|none|500px|The new date range input option for search panels in list view portal sections.]]
====New Option to set Workflow Trigger Times Dynamically Based Upon Field Values====
Smartstaff, administrator
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