Changes

Public Cloud Backup release date: '''???June 22 2021'''

Private Cloud Production (Managed Upgrades) release date: '''???July 22 2021'''<br />Private Cloud Backup (Managed Upgrades) release date: '''???July 8 2021'''

====Removed Base Updated the Address Field to Use Google Location API Key for Signority EAuto-Signature IntegrationPopulation of Standard Fields====Deprecated Typing into the default system API key that is used for Signority e-signature integration services when no authentication credentials are configuredaddress standard field will now provide the user with a list of verified address options. Going forwardUpon selecting a verified address option, in order to use the Signority eother address standard fields (like country) will be auto-signature integrationpopulated, you will need to engage our partner vendor Signority in order to obtain a license saving the user time and API key for use in your SmartSimple Platform3 instance. Clients currently leveraging our Signority integration would have already been contacted by a SmartSimple account manager helping to coordinate this transition, but if you currently have an integration with Signority enabled but have not transitioned to your own license key, please contact our support team for assistance with thisensure addresses entered are accurate. The Online Signature Provider setting can be found at '''Menu''' Icon > '''Global Settings''' > '''Integrations''' tabThis functionality will now appear on signup pages as well as user and organization profiles.<!--107486 121705 - Remove smartsimples Signority account credentialsEnable the Google API on Address Fields-->

====Deprecated Job Costing Application====Deprecated the legacy Job Costing application. In ages past, prior to the creation of the fully configurable Universal Tracking Application, several static Tracking Applications were created for out[[File:2021-07-ofticket-the121705-box 1.png|thumb|none|800px|Address standard fields will usethe new Google Location API. As these static Tracking Applications are now no longer in use, they are being removed from various configuration menus and settings Pictured above is an example of how address fields will populate on signup pages. We do not anticipate any behaviour change to your system.<!--118184 - Can we remove Job Costing option from Menu-->]]

====Deprecated Classic-style CalendarNew Setting to Control the Display of Portal Pages as Links in the Header====Deprecated of Added the ability to suppress portal pages from appearing in the Classic-style Calendartop header bar. Previously, we introduced an update If your system was configured using the '''Deny''' permissions on Portal Pages (formerly called “Main Menu” items) and your intent was to hide items from the Calendar interface main menu bar but link to update it inline with those pages via a shortcut, you will need to remove the latest Arcadia styling deny permission on those pages and behaviourthen turn off the new setting called '''Display As Header Link'''. This must be done before the next November 2021 upgrade. We also introduced To hide a setting within portal page from the header, go to '''Menu Icon''' > '''Global Settings''' > '''Classic OptionsUsers''' area to allow you to continue using tab > '''Portals''' > Edit the desired portal > Edit the previous Classic-styled calendar. However, for maintenance reasons wedesired '''Portal Page'''ll be removing this Classic Calendar option and again update your system to use the latest Calendar interface. If the setting for Classic Calendar within the toggle off '''Global SettingsDisplay As Header Link''' > located under the '''Classic OptionsName''' area is not enabled in your instance, then this change will have no affect on your system.<!--120665 - Deprecate the classic calendar-->

====Deprecated IP Address '''<u>Note:</u>''' After the November 2021 upgrade, the deny permission will be more restrictive and Workstation Based Login Restrictions====Deprecated user login restrictions the only way to restrict access based upon IP address, display or local computer. These were two options found within hide items from the Roles and Access menu within each user account. They were older features that allowed you header will be to restrict user access, one based upon use the source IP address of a usernew '''Display As Header Link''s connection, and the other based upon a static cookie file stored on a user's local computer. These are now legacy features that no longer function with the highest security standards that the system can offertoggle.<!--121943 125978 - Deprecate session options for IP restriction and workstation cookieAdd a setting to determine if a section should appear in the top header bar.-->

====Deprecated Personalized Alert Messages====Deprecated personalized alert messages. In an attempt to create more friendly, and personal system alerts and experience, we previously modified system alert messages for end users with an opening like "Hey John". Unfortunately, that wasn't quite well received by our entire audience, so we're removing that personal message from system alerts, and replacing it with simple symbols or generic "Alert" text where appropriate.<![[File:2021-07-ticket-120659 125978- Deprecate 1.png|thumb|none|800px|New setting allows you hide links from appearing in the Personalized Alert-->header bar but you can still navigate to those links via a shortcut.]]

[[File:2021-03-ticket-120659-1====Updated Interface for Note Entry Mode====Improved the look of the '''Note Entry Mode''' on records, in a list view, and on exports. To configure, navigate to a '''Text Box – Text Multiple Lines''' custom field and toggle ON '''Enable Note Entry Mode'''.png|thumb|none|800px|After When users enter text into the upgradeinput and save, alerts messages the text will be styled like time stamped and display below the image on the right and will no longer say "Hey, first name"field.]]<!--113295 - Improvements to Enable Note Entry Mode-->

====New Limitation to Max Number of Records Returned by SmartConnect API Call====New limit has been introduced to cap the number of records returned by a single SmartSimple API call to 10000 records. This limit has been introduced in order to improve the response speed of API calls. If the criteria of your API call matches more than 10000 records, you will need to leverage the pagination parameters in order to make multiple calls to page through the results and return the full data set.<![[File:2021-07-ticket-122236 113295- SmartConnect API need 1.png|thumb|none|800px|The <strong>Text Box – Text Multiple Lines</strong> custom field set to apply limit of 10000 records--<strong>Note Entry Mode</strong>as seen on a record.]]

====Updated Interface for Association of RecordsEnhanced List View Searching with New Search Options====Updated the interface '''Advanced Search''' for list views have been updated with multiple search options for single conditions as well support for phonetic searches. You can now use Advanced Search in list views and behaviour when searching and adding record associations to other recordssearch for multiple exact value matches in a single condition. For example, you could search for multiple contacts by email address. This applies To do that, go to areas such as Contact and Company associations to records, as well as '''Menu Icon''' > '''People''' > '''Advanced Search''' > Select '''Email''' for the Special - Linked Record List custom standard field. An example of > Select the affected area is the multiple contact '''Multiple''' option and multiple company standard field lists within enter email addresses delimited by a UTA Level 1 recordsemi colon ( ; ). The behaviour of adding contact or company record associations has been altered to allow Additionally, you to perform multiple can also make phonetic searchesusing Soundex in the '''Advanced Search'''. Soundex helps English language speakers find records that have a minor difference in spelling. For example, and review all your selected if the user searches the keyword "strokes" it will return records in comparison with the current list values equal to "stroke", "strokes", "stroka", "stroko", etc. but it will NOT return values that contain these words as part of contacts and companies before you attach thema bigger string (e.g. "strokes test"). A simple search To use this new feature, navigate to a list view, click into the '''Advanced Search''', select a text-based field and add function for contacts and companies has been added inline at select the top of new option '''Soundex''' from the list view as well. These changes will now make it faster and more intuitive for users to attach contacts or companies to recordsoperator dropdown.<!--120443 - Improved Add Assign Users Construct-->

[[File:2021-03-ticket-120443-1.png|thumb|none|800px|This <strongu>Association Entry View'''Note:'''</strongu> When using the '''Multiple''' search option, it is an OR search between values and the values must be an exact match. This functionality is available for fields like '''Application Name''' but not available for fields with pre-upgrade required opening defined options like a modal windowselect one or date fields.For phonetic searches, numeric and date fields are not supported and neither are fields with predefined options. For more information on Soundex, [https://dev.mysql.com/doc/refman/8.0/en/string-functions.html#function_soundex view the documentation guide]].<!--120758 - Enhancement, Multiple entries in Advanced Search for Contacts--><!--122567 - Fuzzy Search through API-->

[[File:2021-03-ticket-120443-2====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.png|thumb|none|800px|This <strong>Association Entry View</strong> post-upgrade allows you is for list views utilizing the settings to add one '''Update Status After Export''' or more contacts in different roles without '''Trigger Workflow After Export''' found under the '''Export''' tab of the need to open a modal windowlist view builder.]]<!--120167 - Warning pop up for 'Update Status After Export' option in list views-->

====Enhanced Settings Screens for User Menu PermissionsAdded an E-signature Queue====Enhanced and consolidated the settings screens for configuration of permissions to menus and features. The configuration of access to menus and features can be a little daunting and confusing with settings pages split across multiple areas. WeAdded an 're addressing this by first migrating the settings for menus and features that were previously found under ''E-signature Queue'Roles and Security''' > where you can see and remove pending e-signature requests from the queue. To see the new queue, navigate to '''User RolesMenu Icon''' > '''Menu''', and consolidating them into the '''Roles and SecurityGlobal Settings''' > '''System Feature Permissions''Integrations' screen. Secondly, while the default behaviour lists each setting and all the user roles that you have configured for each, we'll be introducing a new role-based entry mode. This role-based entry mode will instead allow you to specify all the feature permissions that you'd like to set per role much more easily in one shottab.<!--113278 124465 - Show unfinished e- user role menu page move settings Signature queue and remove pageallow cancel documents from list-->

[[File:2021-03-ticket-113278-1===Minor Updates=======Added Role Sharing Permissions for SmartCards====Added the ability to control which user roles have permission to share SmartCards by role.png|thumb|none|800px|The new settings are located under '''Menu permissions can now be found under <strongIcon''' >'''System Feature Permissions''' tab > '''SmartCard''' > '''Sharing Permission''' tab.</strong> and can be viewed in feature!--116022 - Recommended Enhancement for SmartCards-based or role-based entry modes.]]>

====Extended Group Email Functionality for Associated Companies of UTA RecordsUpdated Registration Forms to Pre-Populate with Invitation Data====Extended Group Email function to be available for contacts within associated companies of When a UTA Level 1 record. Previouslynew user registers after accepting an invitation, the Group Email function could only target contacts directly associated with information in the invitation will now auto populate the signup page to save the Level 1user time. NowSpecifically, instead of having to connect contacts directly to the Level 1standard fields for '''Prefix''', '''First Name''', '''Last Name''', you and '''Email'''. The invitations feature can email various contacts of the companies associated be configured by going to the Level 1. The setting for this is located in the desired UTA > '''Configuration SettingsUTA''' > '''SecurityConfiguration Settings''' > '''Feature and Function PermissionsLevel 1''' > Level 1 item > '''Enable Group EmailInvitations Template'''.<!--41820 122310 - Group Email In Company Section of UTAPre-populate registration page from invitation-->

[[File:2021====Added Custom Field Permission Data to System Design Summary Reports====Added additional information to system design summary reports when custom fields are included. Specifically '''Custom Field Role Permissions''', '''Status''' and '''Type Permissions''' have been added to the report. Navigate to '''Global Settings''' > '''System Design Summary''' and toggle ON the option to include '''Custom Fields''' for the desired UTA and click '''Generate Summary'''.<!--03123610 -ticketSystem Design Summary-41820-1.png|thumb|none|800px|Group email contacts of associated organizations.]]>

====Enhanced Interface of Geomapping List ViewsAdded Additional Fields to Third-Party IRS Verification====Enhanced the interface and behaviour of list views with geo Added additional fields for IRS third party verification mapping enabled. The map frame will now dynamically re-size accordingly as you adjust the search radius of the search filterNew fields include: '''Tax Period''', '''Revenue Amount (Form 990)''', '''Asset Amount''' and '''Income Amount'''. Improved interaction between You can see the list records and the map icons, selecting either will highlight the corresponding list record or map icon new field mapping options by going to '''Menu Icon''' > '''Global Settings''' > '''Transactions''' > '''Types''' > Edit a type set to better connect the two'''Company''' with '''Use third party verification service''' toggled ON > '''Third Party Verification Mapping'''.<!--117888 122856 - proximity list view phase 3 ( map ) geocodingThird party verification settings for IRS and CRA-->

[[File:2021-03-ticket-117888-1====Improved Searchability of System Email Templates====To make it easier to find workflow emails in the '''System Email Templates''', additional information was added to the '''Name''' column.png|thumb|none|800px|When you You can now search a list view based workflow emails on proximity'''Task ID''', '''Workflow ID''', '''Task Number''', the map will now zoom in and out based on your settings and items in the list will highlight if you select them on the map'''Task Description'''. Go to '''Menu Icon''' > '''Global Settings''' > '''Communications''' tab > '''System Email Templates'''.]]<!--115635 - Email template overview modification-->

====Updated Interface for Question Set Builder Custom FieldsAdded User Group Option to Linked Record List====Updated interface when setting up questions for a Special - Question Set Builder If you are using the '''Linked Record List''' custom field. Previously, every question row listed formatting options such as number type, number precision, and currency. As these formatting options aren't always applicable to every field typeassociate contacts inline on a record, we've changed the default behaviour to instead you now have these columns hidden, but provide you the option to associate user groups. This makes it easier to associate a predefined group of showing these columns if you wish, users to a record such as well as limit the available format options within"Sales Group". You can find this setting To configure '''User Groups''', go to control the format columns within the custom field configuration of a Special - Question Set Builder field'''Menu Icon''' > '''Global Settings''' > '''Users''' tab > '''User Groups'''.<!--117008 112966 - Limit Question Set Builder OptionsGroups Option not available in Linked record list-->[[File:2021-03-ticket-117008-1.png|thumb|none|800px|Updates to the Question Set Builder Custom Field allow for more dynamic control over available columns and the options within.]]

====Updated Interface Styles of Checkbox and Radio Inputs====Updated interface styling for checkbox and radio input elements and increased their size as well as updated styling for their state. This makes it easier for users to select these elements and to determine their current state.<![[File:2021-07-115604 - improved checkbox uiticket-112966-1.png|thumb|none|800px|The <strong>User Group Option</strong> as seen on a <strong>Linked Record List</strong>custom field.]]

====Updated Visibility of Older Log DataAdded a List View Selector to Contact and Organization Lookups====Updated visiblity of older log data Added the list view selector to allow 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 view log entries older than 2 years agosee when they lookup users and organizations. In For example, if you are associating reviewers through the November 2020 upgradelookup, we began moving log data older you might want to see different information than 2 years ago into if you are associating a separate archive location in co-applicant. You can see the database. Welist view picker if you navigate to a Level 1 record and go to a '''Linked Record List'''ve now linked these archive locations into the regular system screens, e.g. viewing field change history'''Contacts''' tab, where you will once again see these older log data seamlessly once againor '''Organization''' tab and click on the '''Lookup''' button.<!--121313 123656 - Create archived database for old log entries to allow interface access to these archived logsSurface list view picker when selecting a single contact in the new association entry view-->

====Updated Interface of UTA Record Copy Action====Updated the Copy UTA Level [[File:2021-07-ticket-123656-1 or Level 2 action for simplified and improved user experience. The interim screen png|thumb|none|800px|Lookup as seen when you copy a record has been updated to hide options that are not available for the user to select copy behaviour for. A confirmation has been added whether you wish to remain on the current record that you're copying from, or whether you wish to navigate to the newly created record. Lastly, we've updated the behaviour when copying both a UTA Level 1 and its Level 2s to only create the records at the very end, instead of the current behaviour of creating the new Level 1, and then Level 2 as you step through the option screensassociating contacts.]]<![[File:2021-07-120439 ticket- Improved Copy of Level 1s/2s123656-->2.png|thumb|none|800px|Lookup window showing the list view selector.]]

[[File:2021-03-ticket-120439-====Added Transaction Counts to Level 1.png|thumb|none|800px|A new alert will display when you copy , Level 2, User, and Organization Records====Added a transaction count on Level 1, Level 2, '''User''', and '''Organization''' records giving you the option to navigate to the new record or stay where you are.]]

===Minor Updates===<u>'''Note:'''</u> The count shows the number of transaction records from the type tabs that are visible to the user.<!--119668 - Transaction Record Count not Displaying--> ====Updated Chart-type Portal Sections with Ability to Open RecordsEnhanced Accessibility Styling for Keyboard Focus====Updated chart-type sections within Enhanced the styling of buttons for improved accessibility. This can be seen by using the tab key to focus on a portal to allow you to drill downbutton. For example, dark colored buttons will have a light-colored outline and open up individual recordsvice versa. This will now function similar For an optimal accessibility experience go to the table-type sections allowing you to navigate to and open individual records for review'''Menu Icon''' > '''Global Settings''' > '''Branding''' tab > Toggle ON '''Enable Accessibility Mode'''.<!--50994 119776 - portal section Chart improvementsKeyboard accessible styling--> [[File:2021-07-ticket-119776-1.png|thumb|none|800px|Before and after styling of buttons when focused via keyboard tab key.]]

====Updated Login Page Added Options to Include Language Selection When Not Explicitly DefinedPortal Preview Configuration Mode====Updated the display Added two new buttons to '''Configuration Mode''' of the login page portal previews to make portals easier to include a language selection when you have multiple login pages configured for multiple languagesconfigure. While you may still navigate to the language specific login pages using the lang parameter in An '''Edit''' button enables top level editing of the URL, if the lang parameter is not specified, then portal and a language selection will be presented '''New''' button that makes it easier to the end create new user on the login pagemenu links and new portal pages from within configuration mode. Upon logging inTo see these new buttons, navigate to '''Menu Icon''' > '''Global Settings''' > '''Users''' tab > '''Portals''' > Edit the language selection from the login page will carry through the userdesired portal > '''Preview''' > '''Configuration Mode'''s login session(gear icon button).<!--114983 124319 - Language preferences cleared with browser cacheMake portals easier to configure by surfacing more options in config mode.-->

[[File:2021-0307-ticket-114983124319-1.png|thumb|none|800px|The language dropdown on the login page when no default language is specified and when a language is specified. Note the parameter New buttons options as seen in the URL<strong>Configuration Mode</strong> of portal previews.]]

====Added Additional Aggregate Record Count to Activities within Contact and Company ProfileEnhanced Advanced Data Table Headings====Added Modified the aggregate count of associated records within section title inputs on the left menu when viewing contact and company records. Some of the menu tabs representing activities, and UTA Level 2, and UTA Level 3 records associated '''Advanced Data Table''' custom field to contact and company records did not have record counts displayed. These have been updated now to show you a count of these record types per contact or companyrender as headers for improved experience for users with assistive technology.<!--116930 121275 - No count Headings on profile for activitiesadvanced data tables-->

[[File:2021-03-ticket-116930-1====Added Metadata to Email Templates====Added '''Created By''', '''Created Date''', '''Last Updated By''' and '''Last Updated Date''' to email templates and surfaced in the email templates list view.png|thumb|none|800px|Aggregate count for activities added in left navigation as seen on To see the user profilenew fields, navigate to '''Menu Icon''' > '''Email''' > '''Templates'''.]]

====Added Ability to Export Configuration Error Log====Added support for export of Configuration Error Log results, as well as Autoloader Process logs. The output from these two areas <u>'''Note:'''</u> Some data may now not be exported as a file and more easily reviewed by system administratorsavailable for older records but new records will show the added fields going forward.<!--115939 120870 - Make Configuration Error Log ExportableCreated /Modified date field on Email templates-->

====Updated Search Reference Within Custom Field Configuration to Include ReportsEnhanced Autoloader List View====Updated Enhanced the Search Reference function within a custom field autoloader list view to now also include reports where the custom field is included in. You can now determine if a field '''Schedule''', '''Workflows''', '''Reports''', and '''Sequential Loader''' to make it easier to see what has been included within any reportsconfigured without going into each record. To see the new columns, navigate to '''Menu Icon''' > '''Autoloaders'''.<!--117253 123741 - Search Reference Create a listview for custom field - add Reports where field is usedall scheduled autoloaders and reports-->

====Added Ability Level 1 fields to Disable Level 3 List View Sticky Search BehaviourViews====Added the ability to disable surface Level 1 fields such as the sticky search behaviour status or the amount requested of the grant on a Level 3 sub activity list viewsview. The default behaviour of You can add Level 1 fields to a Level 3 list views view by going to remember your last searchthe desired Level 3 list view, and display navigating to the '''Columns''' tab in the results of your last search can now be disabled via your personal list view settings builder and disabling selecting desired level in the "Remember Previous Search" optionfield entity dropdown.<!--117013 114400 - Ability to prevent sticky searchL1 fields on L3 list views-->

====New Enhanced Shopping Cart Featurefor Matching Gift programs====New The '''Shopping Cart ''' feature allows for the tracking as well as processing of payments from usershas been enhanced to support matching gift programs. When this feature is configuredFor example, it will allow users can now easily utilize the shopping cart to process payments towards organizations, or UTA Level 1 records. This feature was designed with end user donation purposes in mind donate to a charity and will allow you to process payments directly via our integration with our partner Stripe, or through an integration with earn a matching gift based on your own financial system by way of payroll deductionspecified criteria and logic. Users may choose from one-time payments to multiple payment plans. For system administrators, this The new matching gift feature can be enabled in the configured by navigating to '''Menu Icon''' > '''Global Settings area through settings called ''' > '''Shopping Cart. You can define what system objects are available to for inclusion within an order, and multiple payment forms as well to specify different attributes for different methods of payment. For example, you can include Item Types''' > Edit a flat processing fee, and either choose to display or hide this from the usertype > Toggle ON '''Donation Management Feature Set''' > Toggle ON '''Enable Matching Gifts Feature Set'''s order summary screen. For end users, when they navigate the records made available for payment towards, they will be presented an option to add to their shopping cart, from which they may check out when done.<!--119405 120897 - Shopping Cart - Payroll and FeesMatching Gifts-->

====New Ability to Import Custom Lookup Tables====: ''Main Article: [[File:2021Custom Lookup Options]]''Added ability to easily import large data sets for use as options within a select-03type custom field. This can be used to provide large selection sets for your users, such as item inventory codes, code dictionaries, or geographic lookups. You can also easily setup dynamic sub-ticketfiltering conditions across multiple fields. For example, you could set up parent and child fields for selecting the country, university, faculty, and courses where the available options for each subsequent field is dependent upon the value of a previous field. This new functionality is advantageous since you don't 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 large amounts of text in the custom field '''Edit''' screen. To import a dataset, go to '''Global Settings''' > '''Custom Lookup Options'''. To configure, go to any custom field of the type '''Select One – Dropdown''', '''Select One -119405Radio button''', or '''Lookup -1Autocomplete Options''' and toggle on '''Enable Dynamic Content'''.png|thumb|none|800px|Donating to an organization using the shopping cartThis will reveal a secondary toggle called '''Use Custom Lookup Options'''.]]<!--124709 - Custom Lookup Options as Dynamic Content option-->

[[File:2021===Minor Updates=======Added Option to Hold Workflow Emails====Added ability to put workflow emails on hold if an excessive number of emails is being generated per workflow within a 5-03minute span. This setting acts as a fail-ticket-119405-2safe mechanism enforcing a manual review and release process when a workflow generates emails that exceed the threshold you specify. To configure, navigate to '''Global Settings''' > '''Communications''' > '''Workflow Email Hold Limit''' to specify the maximum number of emails allowed to be generated by a single workflow in a single cycle before all the generated emails from that workflow are put on hold.png|thumb|none|800px|Choosing payroll You can choose to notify all system administrators or credit card payment options pick specific users to be notified when workflow emails have been put on the shopping cart summary screenhold and require releasing.]]<!--127005 - Workflow email fail safe on hold limit-->

[[File:2021====Added Option to Auto-03-ticket-119405-3Open Records in Annotation Mode====Added option to open records of a particular status in '''Annotation Mode''' by default.png|thumb|none|800px|The confirmation screen If you have a status such as "Revisions Requested” where you have to send the record back to the user for annotations or to respond to annotations, you can now force the record into annotation mode and save the user a recurring payroll donation click. To configure this, go to the desired '''UTA''' > '''Configuration Settings''' > Pick the desired level (1, 2 or 3) > '''Statuses''' > Edit the desired status > '''Permissions & Availability''' tab > '''Open Record in the shopping cartAnnotation Mode'''.]]<!--122655 - Open in Annotation Mode-->

====Added Additional Themes Interface Options for List Views and Templates Available to Portal ConfigurationPortals====Added additional themes New settings have been added to list views and templates available for use in portal configurationsportals to give you more control over how list views render. Three new themes are For example, you can now availablechoose to hide the type/status icon on list views. Five new templates have been added for use within these new themesIn portal list view sections, you can choose to display just a few records with an option to view more. These templates allow you new options will be of particular interest to setup well-designed tailored portals people using narrow or short portal sections. To constrain the number of records displayed in a list view in a snap for specific audiences portal section, navigate to that section under the portal settings and focus areasenter a number into the new '''Record Limit''' field.<!--120769 123376 - Portal TemplatesAccommodations for narrow list views-->

[[File:2021-0307-ticket-120769123376-1.png|thumb|none|800px|Three The Type/Status button can be hidden at the list view level.]][[File:2021-07-ticket-123376-2.png|thumb|none|800px|The new themes (looks) were added for use record limit option as seen in portals as well as a visual picker. Note that the "Default" theme has been renamed to "Traditional"portal section.]]

[[File:2021====Enhancement to Special Chart Custom Field to support Line Charts====Added a '''Line''' chart option to the '''Special -03-ticket-120769-2.png|thumb|none|800px|Five new Templates (predefined layouts) were added for use in portalsChart''' custom field that is available to charts with the '''Data Type''' of '''Records related to an object'''.]]

====New Integration with ORCID Research Database====New integration with ORCID research and funding database. This allows you to integrate your SmartSimple platform with ORCID in order for users to pull <u>'''Note:'''</u> there is no drill down their ORCID profile into your SmartSimple platform, and also to push out funding data from the platform out to ORCID. Your organization will need to sign up functionality for an API or integration key directly with ORCID, to be entered as an Integration Key in the platform. Additionally, individual users will need to each authenticate their user profile with ORCID and authorize the platform to access ORCID data in order to pull down or update their ORCID profile within the platformthis specific chart type.<!--114889 121431 - Requirements for ORCID CertificationSpecial Chart Field Enhancements-->

====New Ability Extended Custom Batch Update Buttons on Level 2 to Generate Fillable PDF Forms for E-signatureallow modification of Provider roles====Added new ability option to configure Web Page View custom fields with custom content that will include fillable forms the '''Custom Batch Update Buttons''' on a system-generated PDF sent through an e-signature Level 2 list view so you can now '''Add''' or '''Remove''' UTA providerroles in batch to save time. CurrentlyTo see this option, this feature is only available the UTA needs to be configured as a '''Consumer''' for integrations with DocuSignLevel 2 providers and the Level 2 standard field '''UTA Providers''' must be enabled. Navigate to the desired '''UTA''' > Edit the Level 2 list view > '''Batch Update Buttons''' tab > Edit the desired batch update button > Select '''UTA Provider''' in the '''Option''' dropdown.<!--117380 - E121661 -Signature Document With Fillable FormBatch Update Button UTA Provider and UTA Provider L2 options-->

====New Enhanced Templates for Countdown Timer Custom Field Type Special - Like Button Rating====New Added template and color options to the custom field type called Special '''Display - Like Button Rating can be Countdown Timer'''. This field is typically used to present a thumbs up highlight approaching deadlines and down rating. You can set these enhancements give you the permissions and availability for option of making this field just like any, deadline messaging more noticeable and present your users with the ability to like or dislike a recordvisually appealing.<!--120767 - Enhancement 118513 - LikeDisplay Countdown Timer phase 2-->

====Updated Disbursement Creator Tool Now Available to Non[[File:2021-Admin Users====Updated Disbursement Creator tool to be available for non07-admin users. This feature may now be enabled for use by nonticket-118513-admin users via a role permission located in the allocation mapping settings. Enabling this for users will then display the Disbursement option within the Tools menu within a UTA Level 1 record.png|thumb|none|800px|Select from four <strong>Countdown Timer<!--117490 - Role Permissions for Disbursements Creator Tool--/strong>templates and adjust the colors if desired.]]

====New Ability Added Option to Restrict Available Consumer Records Include Audit Report for Provider Connection Based on Consumer Type and StatusAdobe Sign====New ability Added an option to restrict include the audit report for Adobe Sign integration when the type and status of Consumer records that you can choose document is returned to SmartSimple from the Provider UTAAdobe. Within If enabled, the configuration of Consumer connection within audit report will be auto generated by Adobe and appended to the Provider UTA connectivity settingsdocument. To enable this setting, you can now more granularly control navigate to '''Global Settings''' > '''Integrations''' tab > '''Integration Key Management''' > Edit the availability of which Provider records can be linked key with which Consumer records by the type and status combinations of both Provider and Consumer'''Adobe Sign''' to see the new toggle '''Include Audit Report'''. Learn more about adobe audit reports at [https://helpx.adobe.com/ca/sign/using/audit-reports-transaction-history.html Adobe's help website].<!--117053 120548 - Restrict Consumer TypesAdobe Sign Request to include Audit Report-->

====New Import Templates Now Available to Non[[File:2021-Admin Users====New Import Templates to allow you to configure import wizards for use by non07-ticket-120548-admin users. This functionality is available for use with UTA Level 1, Level 2, and Level 3 type records. png|thumb|none|800px|The configuration setting for this can be found within the UTA settings page -> respective level tab -> Import Templates. These templates allow you to create an import profile restricted to specific record types, statuses, and also the fields to import into. You may then permission the templates for use audit report generated by user roleAdobe Sign. We've also extended the import wizard functionality to be available now for UTA Level 2, and Level 3 records as well. The interface and behaviour of the import wizard will now allow you to directly copy and paste content for upload in addition to file upload, as well as allow you to specify more options for column delimiter where only comma delimiters were accepted previously. The error detection and data validation has also been improved and will now alert you on any issues encountered at the end of the import. Lastly, you will be able to save your column mapping selection and reload these the next time you use the Import Template for a quicker import experience.<!--120445 - Improved Importing level 1s-->]]

===Minor Updates=Added Ability to Optionally Display a Different Logo for Each Language====Added ability to display a different logo based on the language of the user. Go to '''Menu Icon''' > '''Global Settings''' > '''Global Translation Settings''' button.<!--117624 - Registration logo cannot be updated--> ====Extended Bulk File Download Function for use With Consumer Provider List ViewsAdded Security Option to Disable Auto-Opening Files in Browser====Extended bulk Added a new option to disable file download functionality serving for any uploaded files throughout the system including '''SmartFolders'''. There are situations in which you may wish to be available serve the uploaded file contents in the browser, such as for custom CSS stylesheets included in document templates or for Consumer Provider list viewsinstruction manuals you want the user to read onscreen. You may However, for clients with strict IT security requirements, you now configure Consumer Provider list views with have the ability to download file uploads disable the browser from serving the records returned in the listfile and it will instead download it directly. To enable this setting, go to '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > Toggle on '''Disable Option to Serve Uploaded Files'''.<!--116650 124506 - Download files functionality not available on consumer/provider list viewsHome Depot file upload security-->

====Added Options Updated Default Autoloader Behavior to Import Pound Symbols ( # ) for Invitation-type Workflow Task to Create or Send InvitationsCSV Upload====Added two new options The default behavior of the autoloader has been updated for CSV and TXT file types to import lines containing pound symbol ( # ). Previously, a pound symbol at the Invitationstart of a line would have been ignored as a comment line and not imported. Depending on the format of you imported file, multi-type Workflow Task line data containing pound symbol within values, such as an address field, may have also caused issues and been ignored by the autoloader. To force the autoloader to allow treat values beginning with pound symbol as comments, you create or send Draft Invitationswill have to turn on a new toggle called '''Ignore comment lines denoted by pound symbol ( # )'''. When this setting is toggled ON, rows ''starting'' with a pound symbol ( # ) will be treated as comments and skipped during processing. You can now trigger still process data with pound symbols with this setting ON if you wrap the entry with the creation and sending of contact invitations via Workflow Taskpound symbol in quotes (Example: John, Smith, and additionally if "#123 Peter Street"). If the Workflow new setting is triggered on OFF, you can now have a UTA Level 2 recordpound symbol in your data (Example: John, Smith, you #123 Peter Street) and it will also have still be processed as data. To see the ability new setting, navigate to trigger a Level 2 activity Workflow Task that will create or send invitations off '''Menu Icon''' > '''Global Settings''' > '''Autoloaders''' > Edit the parent Level 1 recorddesired autoloader > '''File Layout''' tab.<!--121190 - Invitation Updates/Improvements-->

====Enhanced Hashtag-enabled Text-type Fields with Additional Options====Enhanced the Hashtag option for text-type custom fields with some additional options for improved usability. Introduced an option to restrict the ability to create new hashtag values to certain user roles. Introduced an option to categorize multiple fields into similar categories, such that end users entering in any of these fields <u>'''Note:'''</u> Import wizards do not have this toggle and therefore all pound symbols will be able to search from the collective hashtags across all fields within the same category. Also introduced a new admin page, Hashtag Library, found in the Global Settings that will show you the list of available hashtags, and that also allows you to change the hashtag value and categorytreated as data.<!--120766 125115 - Enhancement - Hashtags Part2Add option to allow # character if encountered in an imported file-->

====Added Support for JSON Format for Report ExportsData Policies to Invitations====Added support the ability to set data policies for exporting report resultsin JSON format through invitations. For example, you could setup a '''Data Retention''' policy to delete the File Export feature values of reportsusers who were sent an invitation but either did not respond or declined the invitation. Within To see the File Export configuration menu new option, go to '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''Data Policies''' > Edit a policy of a reportthe type called '''Retention''' and under the '''Entity''' dropdown select '''Invitations'''. The '''Date Field to Compare''' dropdown will contain the following options specific to invitations: '''Last Updated''', '''Invite Time''', you can now specify an export format of JSONand '''Response Time'''.<!--121612 118832 - add JSON format to Scheduled Report ExportData Policies for Invitations-->

No features are available ====(Beta) New Grants.Gov Integration====New beta feature that integrates with Grants.gov for State agencies. A state agency can now search the list of opportunities found on Grants.gov from within a UTA. You can view the details of an opportunity and import the opportunity as a Level 1. Once an opportunity has been imported, you can track and manage your internal application process around the opportunity as well as track funds and report results. To configure this beta preview this upgradefeature, go to the desired '''UTA''' > '''Configuration Settings''' > '''Connectivity''' tab > '''Grants.Gov Integration'''.<!--123753 - Grants.Gov integration--> [[File:2021-07-ticket-123753-1.png|thumb|none|800px|Optional tab for importing grants.gov applications into a UTA.]]

====Added New Parameters to SmartConnect API Variable for Pagination of RecordsStatus Group Name====Added additional parameters the ability to call the SmartConnect API to allow for pagination of record sets. For List action API calls, status group name value on all UTA levels using two new parameters recordcount, recordstart, and recordend will now be returned to youvariables. New parameters recordsperpage, recordstart, and pageofrecord This will be available for you to pass make it easier to display the calls status group name to page through the result setinternal users who would not have otherwise seen this value. You may pass just The new variables can be referenced by @statusgroupname@ (which will display the recordstart to indicate status group name) and @statusgroupname_lang@ (which record to start from, for example, given a recordsperpage 100, you could pass recordstart 1, 101, and 201 in order to obtain records 1-100, 101-200, 201-300 respectivelywill display the translation of the status group name). Another example, given a recordsperpage 100, you could pass recordstart 1, 1, and 1, in combination with pageofrecord 1, 2If no translation is configured, and 3 in order to obtain the same record sets 1-100, 101-200, 201-300 respectivelyEnglish caption will be displayed.<!--120958 116771 - Enhance SmartConnect API to allow pagination of recordsStatus Group Name new variable-->

====Added New Criteria Operators Extended 'Save As' Option to SmartConnect API for Searching of Empty or Non-empty ValuesSave & Submit Buttons====Added additional operator The '''Save As''' button is now available to in the SmartConnect API for use within criteria '''Save & Submit Button''' settings. Save time by using '''Save As''' to search for records where a field is empty or not. You may now include an operator of isempty, with create a corresponding value copy of either true or false, within a criteria in order the existing '''Submit''' button to search for records based on either empty or non-empty valuemake minor changes instead of creating buttons from scratch.<!--117307 124105 - SmartConnect API - add a new criteria Add 'Save As' option to search for field that is blank or NULLsubmit button configuration-->

====Added New Attributes Option to SmartConnect API to Describe Sub-type of Custom Field MetadataUse Configuration Folders for Portal Logos====Added additional attribute fieldsubtypeid to Within the SmartConnect API function portal builder we have added support for Get Metaselecting and display logos from '''Configuration Folders'''. This will allow you To see this setting go to retrieve the subcategory of '''Menu Icon''' > '''Global Settings''' > '''Users''' tab > '''Portals''' > Edit a custom field. Where you were able to previously retrieve the field type, e.g. Text Box - Single Line, you can now retrieve the subcategory, e.g. Text Box - Date, or Text Box - Number for more granularity. You will be able to retrieve both the type name as well as internal type ID assigned to these types and subtypesportal.<!--110981 117211 - Enhance API 'Get Meta' function Ability to more precisely indicate typeupload logo from a configuration folder in portal configuration-->

====Updated Default Settings for New InstancesAdded Task Types to Company and User Workflows====Updated Added '''Company Association''' task type on user workflows as well as the default settings for any newly created instance '''People Association''' task type on company workflows to make it easier to enforce stronger and recommended settings. Some of these default settings involve security settings, such as deprecation of plain text passwords in email reset template, and enforcement of SmartCheck server-side validation, Organization and User Security matrix, CAPTCHA validationadd, update and cookie usage acceptance messageremove associations. Some of these default settings involve interface settings, such as disabling of Classic-type interface options, enabling of compact headerFor example, and title bar navigation pane. Some of you could use these default settings involve enforcement of configuration standards such as restriction of special characters and spaces in field names, and deprecated support for some variable syntax including reportproperty variable syntax in custom field new workflow options, as well as list variable syntax within group functions in template formulasto synchronize organization associations based on an external source.<!--54549 121539 - default settings People and Company Association tasks for new instanceCompany & User Workflows-->

===July 29th 2021 (202107.04)=======Fixes====* Fixed an issue where user roles added to the data policy were able to download files from a list view. User roles who are now included in the data policy will still see a button to download attached files in the list view but will not be able to download the files. <!--127384 - Download files from list view doesn't align with data policy-->* Fixed an issue with the advanced data table where the currency would be unformatted when first opened.<!--127408 - currency formatting not showing in advance data table when first opened-->* Fixed an issue with the organization duplicate check where the '''Keep''' option was not visible under certain conditions.<!-- 127832 - July upgrade - merge orgs not working properly--> ====Other Changes====* Added an alert to date and time pickers on XML tables if the input format is invalid.<!-- 127040 - Workplan XML table dates appearing as 'false' -->* Updated behavior of upload fields associated with a data policy so that once the attached data is expired, the original file will be deleted and replaced with a dummy text file and renamed to [original file name]_expired.txt.<!-- 122929 - Data policy not showing any 'data expired' for upload fields -->* Updated the error messaging on linked record lists to display in the linked record list.<!-- 127036 - Linked record list field deleted/broken list view error message -->* Updated the way the media library encodes videos for improved quality. Videos uploaded after July 29, 2021 will receive the optimized encoding.<!-- 122914 - Media library encoded video looks pixelated-->* The '''Edit Roles and Access''' button has been updated to be visible to the following users: # People who have view and edit permission on the user profile# People who are either '''Global Administrators''' OR have a role that can set the role of the user profile OR have roles that can activate the role of the user profile OR have roles that can send passwords for the role of the user profile OR have roles that can set the password for the role of the user profile# People who are looking at the user profile with the same privilege levels (example: a regular user cannot edit the roles of a '''Global Administrator''')<!-- 127388 - User Profile Permissions Issue--> ===July 22nd 2021 (202107.03)=======Fixes====* Fixed an issue with the fuction to add business days (addbusdays) in [[CategorySscalculation|sscalculation]] which was returning a weekend date for any computation that should have returned a Friday date (example:UpgradesTuesday + 3 business days, Wednesday + 2 business days, etc). <!--127469 - Add Business days function inconsistent-->* Fixed an issue with CRA and IRS transactions in which the organization names that contained ampersands ( & ) were rendered in CDATA format.<!--127611 - CRA and IRS Transactions - Name populates incorrectly when there is an ampersand (&)-->* Fixed an issue where some inputs did not read out as editable with the JAWS screen reader if dynamic control fields were used.<!--127514 - Application Accessibility Issue-->* Fixed an issue with the duplicate check where users configured to only see the''' Duplicate Check''' button under the '''Tools''' menu could not trigger the duplicate check page as well as an issue where the system navigated back to the user's own profile when attempting to create a new duplicate user if row clickable was enabled.<!--127442 - Opening duplicate check profile for Lori Gray takes you to Talia Fine instead--><!--127639 - Duplicate Check not working-->* Fixed an issue where the button to add contacts for the contact list view of internal organizations (located under '''Organization''' > '''Contacts''' tab in the left navigation) created an external user instead of internal user even though the organization was internal.<!--127179 - Adding Internal Staff from Organization List View Issue-->* Fixed the budget logic of Level 3 records in [[UTA Provider/Consumer Relationships|Consumer-Provider UTAs]]to only count unique Level 3 records instead of counting records twice.<!--126054 - Walton - RMWF Paid Allocations being counted twice-->   ===July 15th 2021 (202107.02)=======Fixes====* Fixed an issue where Level 1 custom fields were being moved to the Level 2 custom fields when '''Global Administrators''' used the pagination to edit fields of a different entity and/or item ID. <!--127235 - Level 1 fields for specific application types showing up in Level 2 notification letters in Corefieldset-->* Fixed issue with calendar permissions where only users with both '''Read Access Role''' and '''Write Access Role''' permissions were able to view the calendar. Users with just '''Read Access Role''' permissions will now be able to view the calendar.<!--127228 - Calendars Not Displaying-->* Fixed issue with the type filter setting and button visibility for the linked record list where users without permission to create Level 3s were seeing the button to create Level 3s on a linked record list.<!--126892 - L3 Type 'Restrict Creation To' roles being ignored on Linked Record List--> ====Other Changes====* Added option to enable quicker initial list view load time by displaying an unsorted number of records without a total record count. To configure, navigate to list view settings and toggle on '''Enable Quick Load''' under the '''Feature Options''' title bar.<!--127060 - Page Load Speed Issue - Charity Search List View Portal With Proximity Search-->