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Template:July2020Upgrade

740 bytes added, 20:22, 15 July 2020
New Form Completion Indicator
<!--109816 - All emails in one place phase 2-->
====Extended the Standard Rich Text Editor for all Email Template Configuration====
Updated the consistency of areas used for composing emails. Standardized the two options for the format of Email Body content, and the Editor that you wish to edit the email body with. This introduces the Rich Text Editor for the editing of email templates in areas that previously didn't have support for the Rich Text Editor.
<!--108384 - invitation templates use rich text builder-->
====Extended Display of Record Type and Status Color to Provider/Consumer List Views====
Extended more base functionality for Provider/Consumer list views to display '''type ''' and '''status ''' colours for the records listed, as well as advanced search functionality.
<!--53589 - Consistency in consumer/provider list view-->
====Additional Fields Made Available for Batch Update====
Added additional fields available to Batch Update in List Views. You can now use Batch Update to update certain standard fields such as UTA record '''Start Date''', and '''End Date'''.
<!--106035 - Batch Updating Standard Fields-->
====Extended Ability to Copy UTA Type and Status Configurations====
Extended the copy function for the configuration of UTA types and statuses. You now have the ability to copy an existing type or status and its current settings in order to create similar types and statuses faster. This option will appears as a '''Save As ''' button when viewing an existing type or status.
<!--90248 - Save As Function for Type and Status-->
====Updated Sorting Options for Notes Panel====
Updated the '''Notes ''' panel with an option for you to select the order to list the Notes in, either newest '''Newest to oldest Oldest''' or oldest '''Oldest to newestNewest'''.
<!--85559 - Enhancement Request - Notes section Sorting on ascending order-->
====New Ability for Users to Opt Out of System Emails====
New personal setting for users to opt out of system emails. When set, this will prevent the system from sending any emails to the user where they are the main recipient in the '''TO ''' field. Note that this will prevent the email from being sent entirely so any other parties in the email CC will also not receive the email. Also, this setting does not affect the sending of emails where the user is included in the email CC, password resets, or manually constructed emails such as Group Emails.
<!--109645 - (DUB) Opt-out emails from the system-->
====Fixed Issue with Visibility of Personal Settings Link in User Menu====
Fixed an issue with the visibility of the personal settings '''Personal Settings''' link to now correctly be hidden from the user menu '''User Menu''' in the top menu bar if the Visibility Permission for hiding the user settings menu is true. The setting to hide the Personal Settings Link can be found under '''System Visibility Permissions''' > '''User Logic''' > '''Hide Settings Menu'''.
<!--111245 - Should Personal Settings be hidden from User Profile and User Menu-->
====New Title Bar Navigation Panel====
New Title Bar Anchor Navigation feature allows you to display a navigation pane on forms that allows users to easily navigate between various titled sections of a form. The setting has been introduced as a global instance-wide setting found in '''Global Settings ''' -> '''Branding''', and when enabled will manifest a navigation pane with links to the various '''Title Bar ''' custom fields that you have configured on your forms.
<!--111287 - Improved tabs and record completion-->
====New Form Completion Indicator====
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. In regards to the total completion value this is calculated based on the total number of fields that need to be filled in. For example, if you had two tabs with 5 questions in each tab, the total completion percentage would be (5+5)/10. If you changed the weighting of the first tab from 1 to 2, the total value complete percentage would be [(2x5)+5]/15. Note the total complete percentage is based on all fields you can fill in both mandatory (required) or optional.
<!--111287 - Improved tabs and record completion-->
====New Option to Configure Duplicate Check of Rows in Advanced Data Table Fields====
New ability to configure a duplicate check across columns within the sections of a '''Advanced Data Table ''' custom field. This setting will allow you to enforce uniqueness across the rows of a section. You can select one or more columns to include in this by toggling the '''Enable Duplicate Check ''' setting per column.
<!--91097 - Enable Duplicate Checking Configuration within dynamic XML sections-->
====Extended Language Translation Functionality for Advanced Data Table Sections====
Enhanced the '''Advanced Data Table ''' custom field with the ability to configure language translations for each section. You can now configure different language translations for this field much more easily.
<!--85747 - Advanced Data Table XML sections with multi language support-->
====Extended Contact Invitations for use in Linked Record List 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-->
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