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Template:July2021Upgrade

301 bytes removed, 19:20, 21 June 2021
m
Minor Updates
====Added Confirmation Dialog for List View Exports that Trigger Status Changes or Workflows====
Added a confirmation dialog when users export a list view that is configured to run workflows after export. This is especially useful if your list view is utilizing the settings to “Update Status After Export” or “Trigger Workflow After Export” found on the Export tab of the list view builder.
<!--120167 - Warning pop up for 'Update Status After Export' option in list views-->
====Added Transaction Counts to Level 1/2, User, and Organization Records====
Added a transaction count on Level 1, Level 2, User, and Organization records. Note: the count shows the number of transaction records from the type tabs that are visible to the user.
<!--119668 - Transaction Record Count not Displaying-->
====Added a List View Selector to Contact and Organization Lookups ====Added the list view selector to the single contact lookup button when you are associating contacts or organizations to a Level 1 record such as a grant. This gives your users more flexibility and choice over what data they want to see when they lookup users and organizations. For example, if you are associating reviewers through the lookup, you might want to see different information than if you are associating a co-applicant. You can see the list view picker if you navigate to a Level 1 record and go to a Linked Record List, Contacts tab, or Organization tab and click on the "Lookup" button.
<!--123656 - Surface list view picker when selecting a single contact in the new association entry view-->
====Enhanced Accessibility Styling for Keyboard Focus====
Enhanced the styling of buttons for improved accessibility. This can be seen by using the tab key to focus on a button. For example, dark colored buttons will have a light-colored outline and vice versa. For an optimal accessibility experience go to Menu Icon > Global Gettings > Branding tab > Toggle ON Enable Accessibility Mode.
<!--119776 - Keyboard accessible styling-->
====Added Options to Portal Preview Configuration Mode ====
Added two new buttons to Configuration Mode of portal previews to make portals easier to configure. An “Edit” button enables top level editing of the portal and a "New" button that makes it easier to create new user menu links and new portal pages from within configuration mode. To see these new buttons, navigate to Menu Icon > Global Settings > Users tab > Portals > Edit the desired Portal > Preview > Configuration Mode (gear icon button).
<!--124319 - Make portals easier to configure by surfacing more options in config mode.-->
 
====Enhanced Advanced Data Table Headings====
Modified the section title inputs on the Advanced Data Table custom field to render as headers for improved experience for users with assistive technology.
<!--124319 - Make portals easier to configure by surfacing more options in config mode.-->
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