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Template:July2021Upgrade

3,572 bytes added, 18:30, 29 July 2021
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Service Packs
====New Setting to Control the Display of Portal Pages as Links in the Header====
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.
<!--125978 - Add a setting to determine if a section should appear in the top header bar.-->
==Service Packs==
===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 [[Sscalculation|sscalculation]] which was returning a weekend date for any computation that should have returned a Friday date (example: Tuesday + 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 (202104202107.0102)===
====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 the 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.
* 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-->
* Updated visibility of the '''Edit Roles and Access''' menu item. Previously this item was only visible to users who had the view permission on the user profile, internal users, local administrators, global administrators, or users who had role permissions to activation access on the user profile. Now, the visibility for '''Edit Roles and Access''' has been expanded to also include users who are looking at the profile of another user with lower privileges than them.
<!--127388 - User Profile Permissions Issue-->
* 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-->
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