Changes

Added the ability to suppress portal pages from appearing in the top header bar. 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 main menu bar but link to those pages via a shortcut, you will need to remove the deny permission on those pages and possibly allow access and then turn off the new setting called '''Display As Header Link'''. This must be done after this before the next November 2021 upgrade. To hide a portal page from the header, go to '''Menu Icon''' > '''Global Settings''' > '''Users''' tab > '''Portals''' > Edit the desired portal > Edit the desired '''Portal Page''' and toggle off '''Display As Header Link''' located under the '''Name'''. '''<u>Note:</u>''' After the November 2021 upgrade, the deny permission will be more restrictive and the only way to display or hide items from the header will be to use the new '''Display As Header Link''' toggle.

: ''Main Article: [[Custom Lookup Options]]''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, 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 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 - Radio button''', or '''Lookup - Autocomplete Options''' and toggle on '''Enable Dynamic Content'''. This should will reveal a secondary toggle called '''Use Custom Lookup Options'''.

====Updated Default Autoloader Behavior to Process Import Pound Signs Symbols ( # ) for CSV ImportUpload====A new toggle was added 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 start of a line would have been ignored as a comment line and not imported. Depending on the format of you imported file, multi-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 treat values beginning with pound symbol as comments, you will 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 still process data with pound symbols with this setting ON if you wrap the entry with the pound symbol in quotes (Example: John, Smith,"#123 Peter Street"). If the new setting is OFF, you can now have a pound sign symbol in your data (Example: John, Smith,#123 Peter Street) and it will still be processed as data. To see the new setting, navigate to '''Menu Icon''' > '''Global Settings''' > '''Autoloaders''' > Edit the desired autoloader > '''File Layout''' tab.

<u>'''Note:'''</u> Import wizards do not have this toggle and as such therefore all pound signs are symbols will be treated as data.

Added the ability to set data policies for invitations. For example, you could setup a '''Data Retention''' policy to delete the values of users who were sent an invitation but either did not respond of or declined the invitation. To see the new option, go to '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''Data Policies''' > Edit a policy of the 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''', and '''Response Time'''.