Changes

Template:July2022Upgrade

6,134 bytes added, 20:45, 25 October 2022
m
Fixes
==Service Packs==
===October 27th 2022 (202210.03)===
====Fixes====
* Fixed an issue with status indicators when used with standard field containers.
 
<!-- 142086 - Status Indicator Duplicating -->
* Fixed an issue where custom fields with top-aligned captions were not displaying as expected in '''View Mode'''.
 
<!-- 142378 - QA Issue: Media File Field and Details for Testing field issue -->
 
===October 20th 2022 (202210.02)===
====Fixes====
* Fixed an issue with the Open button not working on organization contacts and associates when '''Enable Straight Join''' was toggled on for classic reports.
 
<!-- 141663 - Open Button Not working On Organization Contacts & Associates-->
* Fixed an issue with PDF generation where problematic embedded PDF files did not display a file corruption message in the combined PDF.
 
<!-- 141235 - Generated PDFs missing biosketches and no error generated -->
* Fixed an issue with '''Annotation Mode''' where the custom field would lose its caption after an annotation activity occurred when the caption was set to be placed above the field.
 
<!-- 141702 - Annotations Hiding Fields -->
* Fixed an issue that prevented some emails from being sent.
 
<!-- 142141 - Message not Sending -->
====Other Changes====
* Updated the messaging for the '''Upload - Multiple Files Storage''' custom field to include translations for Catalan and French Canadian.
<!-- 141827 - Upload field Message -->
 
 
 
===October 13th 2022 (202210.01)===
====Fixes====
* Fixed an issue with the rendering and merging operations of PDFs.
 
<!-- 141755 - Change pdf generation to use temp files for all operations -->
* Fixed an issue with the '''Upload - Single File Storage''' field where its instruction box disappeared when the '''File Upload''' modal window was shown.
 
<!-- 140766 - Single-File Upload Field Titles and Instructions disappearing (2273) -->
* Fixed an issue with dynamic field visibility where instructions configured on fields under a '''Layout - Title Bar''' custom field were not being shown or hidden properly.
 
<!-- 140986 - Title Bar/Field Instructions Bug -->
* Fixed listview sorting to sort on the type’s '''Caption''' instead of the type’s '''Name'''.
 
<!-- 140456 - Listview is sorting by Type Name instead of Type Caption -->
====Other Changes====
* Added support for Service Provider (SP) initiated authentication for single sign-on (SSO). Previously, only Identity Provider (IdP) initiated SSO was available. A new '''Multiple Environment Support (MES) Group Identifier''' was also added which may be used to give you a consistent configuration across multiple environments (production, testing, and backup). The system will use the '''Multiple Environment Support Group Identifier''' to detect and render the appropriate SSO link on your login page, based on your environment. To see the new settings, go to '''Global Settings''' > '''Integrations''' tab > '''Single Sign-On''' > Edit a single sign-on configuration.
<!-- 134892 - Service Provider initiated Single Sign On (SP-initiated SSO) -->
 
* Added a new list type of '''Mixed Record Type''' to the '''Special - Linked Record List''' custom field. This new list type can be used to display multiple list views with different types of records. For example, it can show a listview of consumer activity records and a listview provider activity records in the same '''Linked Record List'''.
 
<!-- 121428 - Mixed Recordsets for Linked Record Lists -->
* Added the ability to limit which currencies can be selected by the user on the currency standard field. The new settings are called '''Available from Currencies''' and '''Available to Currencies'''.
 
<!-- 140832 - Batch update buttons accessible in Emulation view only mode -->
* Updated the '''Field History''' to show both the store value and display value for custom fields. The '''Field History''' window can be seen by enabling '''Track Changes''' on dropdown lists, checkboxes, and radio button custom fields.
 
<!-- 130510 - Enhancement: Show Display Value in Field History -->
* Set the spellcheck attribute to be false on password input fields.
 
<!-- 141302 - Add spellcheck='false' to password fields -->
* Updated the text for the '''Report Builder Help'''.
 
<!-- 134051 - Update examples and descriptions in report builder to support allow list of functions -->
* Added support for Polish language translations.
 
<!-- 141272 - Polish not an option in translation languages -->
* Update jQuery UI to version 1.13.2.
 
<!-- 140885 - NetCraft Pentest 08-2022 -->
===September 22nd 2022 (202209.03)===
====Changes====
* Added the ability to enter translations into the message template of workflow tasks using a new button called '''Message Template Translation Settings'''.
 
<!-- 70487 - Language Translation Functionality for Email Communication -->
* Updated the wording on the SmartSimple Cloud cookie policy alert for more specificity.
 
<!-- 141139 - Update alert message for cookie policy -->
===September 15th 2022 (202209.02)===
====Fixes====
* Fixed an issue with the '''Is Container''' setting where container organizations restricted access for associated users.
 
<!-- 140671 - Contact VS Association -->
* Fixed an issue where reports were not generating PDFs when using a portal link for encrypted content.
 
<!-- 140983 - Report not generating PDF when using link in portal -->
* Fixed an issue in the Gantt charts with the display of the long date format '''January 03, 2022 (mmmm dd, yyyy)'''.
 
<!-- 140578 - QA Issue: Start/End Date not displaying correctly in Gantt Chart Bars when you have Long date Format set -->
* Fixed an issue with renaming files in SmartFolders.
<!-- 140979 - QA Issue: Blank page if i try and rename file in smartfolder -->
 
===September 8th 2022 (202209.01)===
====Fixes====
* Fixed an issue with portal sections of the type''' List View''' that are using the '''Record Count''' setting. If a user clicks the '''Show More''' link, the results will no longer be restricted to the height of the section on the previous page.
<!-- 127485 139158 - Portal section using Record Limit should ignore height set Smart Connect API Consumer/Provider Update Not Creating a Connection -->* Fixed an Issue with the SmartConnect API when you click show moreConsumer was a level 2 and the Provider was a level 1.  <!-- Workflow not triggering when application created -->* Fixed an issue where status related workflow was not triggered when the initial save on the record was triggered by auto save. <!-- 140820 - Due diligence (transaction) record issues -->* Fixed an issue where users were not able to override the lock on status for transactions.
====Other Changes====
<!-- 140180 - SmartCheck Validation doesn't work with new date format -->
 
* Added an option of “Last 3 Months” to the '''System Usage Chart''' located at '''Global Settings''' > '''Systems''' tab.
<!-- 139220 - Cookies -->
 
===August 25th 2022 (202208.02)===
====Fixes====
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