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Template:July2021Upgrade

585 bytes added, 13:39, 24 June 2021
m
On-Demand System Upgrades
The '''Shopping Cart''' feature has been enhanced to support matching gift programs. For example, users can now easily utilize the shopping cart to donate to a charity and earn a matching gift based on your specified criteria and logic. The new matching gift feature can be configured by navigating to '''Menu Icon''' > '''Global Settings''' > '''Shopping Cart Item Types''' > Edit a type > Toggle ON '''Donation Management Feature Set''' > Toggle ON '''Enable Matching Gifts Feature Set'''.
<!--120897 - Shopping Cart Matching Gifts-->
 
====New Ability to Import Custom Lookup Tables====
Added ability to easily import large data sets for use as options within a select-type custom field. This can be used to provide large selection sets for your users, such as item inventory codes, any code dictionaries, or geographic lookups. You can also easily setup dynamic sub-filtering conditions across multiple fields. For example, you could set up parent and child fields for selecting the country, university, faculty, and courses and where the available options for each subsequent field is dependent upon the value of a previous field. This new functionality is advantageous since you do not need any of the data to exist as records in your system (as with the current '''Enable Dynamic Content''' option within a custom field) and it will be easier to update the options by importing them rather than editing a large amounts of text in the custom field '''Edit''' screen. You can enable this new option called '''Use Custom Lookup Options''' available to select-type custom fields, such as '''Select One – Dropdown''', '''Select One - Radio button''', and the '''Lookup - Autocomplete Options''', when they have enabled the '''Enable Dynamic Content''' option. The '''Custom Lookup Options''' were introduced as an alternative to using an API, custom script, or storing large amounts of data in the UTA level 1/2/3, as the data for the custom lookup options is stored in a separate table.
<!--124709 - Custom Lookup Options as Dynamic Content option-->
<!--118513 - Display Countdown Timer phase 2-->
[[File:2021-07-ticket-118513-1.png|thumb|none|800px|Select from four '''<strong>Countdown Timer''' </strong> templates and adjust the colors if desired.]]
====Added Option to Include Audit Report for Adobe Sign====
[[File:2021-07-ticket-120548-1.png|thumb|none|800px|The audit report generated by Adobe Sign.]]
 
====New Custom Lookup Options====
Added a new functionality called '''Use Custom Lookup Options''' to the '''Select One – Dropdown''', '''Select One - Radio button''', and the '''Lookup - Autocomplete Options''' custom fields if these fields are set to '''Enable Dynamic Content'''. Custom lookup options can be used for validation based on client-specific data such as a large lookup based on postal/zip codes. The custom lookup options can be used on a standalone parent field or may be utilized with a parent and child dropdown list. For example, each subsequent child field can filter its available options based on its preceding parent option. The '''Custom Lookup Options''' were introduced as an alternative to using an API, custom script, or storing large amounts of data in the UTA level 1/2/3, as the data for the custom lookup options is stored in a separate table.
<!--124709 - Custom Lookup Options as Dynamic Content option-->
====Added Ability to Optionally Display a Different Logo for Each Language====
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