Smartstaff, administrator
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edits
Changes
→Overview
Watch this video to get a general overview of the new features in this release.
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''To watch this video in full screen, please click on the '''full screen''' button on the bottom right.''
New settings page for administrators that lists all portal configurations in a single list view. This lets you search and edit portal configurations more quickly and easily. This list view can be found in Global Settings -> Users -> Portals.
<!--97131 - portal builder section search-->
====New Centralized Email Template Search Screen for Admins====
New settings page for administrators that lists various configured email templates in one location. This lets you quickly review and edit email templates from workflow tasks and other areas. This list view can be found in Global Settings -> Communications -> Email Templates.
<!--90075 - Edit and maintain all emails in one place including workflow email-->
====New Feature Summary Page====
<!--107234 - Option to open record in main window, modal or new tab-->
====Added Ability to Include Personal List Views for Dashboards====
Added the ability to include a personal list view within a personal dashboard. Note that a dashboard with a personal list view will not be able to be shared with other users.
<!--106003 - Personal dashboards using personal list views-->
====Added Bulk Assign Function to Assignment Grid====
====New Custom Field Type for Displaying Charts====
New custom field type introduced "Special - Chart" that will allow you to display a visual chart on a record, that represents information of other related records. For example, you can now create a chart custom field on a UTA Level 1 record that displays aggregate information regarding its Level 2 activities. Within the configuration of the field, you define which record sets and which fields to plot in the chart, and you can choose from various chart types with functionality ranging from aggregates to timeline schedules.
[[File:2020-03-ticket-88290-1.png|thumb|none|500px|New Chart Custom Field for displaying charts on records]]
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89822 - Visualizations on level 1, 2 and 3.
====Extended Ability to Create Tabbed List Views for Provider/Consumer List Views====
Extended the ability to create specific tabbed listviews to be available for provider / consumer list views. You can now separate out provider / consumer list views to show specific record types.
[[File:2020-03-ticket-86766-1.png|thumb|none|500px|Display tabbed List Views for Provider/Consumer List Views in the left navigation]]
<!--86766 - Tabs for Consumer/Provider List Views-->
Extended the ability to present custom filtering options to end users for charts in portal sections. Previously, we introduced the ability to present specific fields for filtering list views in a portal section, and this has now been made available for chart type sections as well.
<!--88290 - Portal Charts - Allow for filter input similar to portal list view sections-->
====Added Additional Styling Options for Portal Shortcuts====
Added aditional styling options for portal shortcuts. With a portal menu set to website theme you will see these new display options for image and icon shortcuts.
[[File:2020-03-ticket-93392-1.jpg|thumb|none|500px|New image and icon shortcuts options available in the website theme]]
<!--93392 - Square image shortcuts with centered links/buttons-->
====Enhanced Custom Filtering Options for List Views====
==Notes for Admins==
====Updated Behaviour of Field Updates Under SmartVersioning====
Updated the behaviour of field update actions when using SmartVersions. Deprecated the ability to create new field directly under a non-core field set. Instead, you can do this by creating a new field under the core field set, and then pushing this field out to any other version field set that you wish. The delete functionality has also been updated, so that deleting a field from the core field set will also delete the field from every other version. These changes were made in order to improve the consistency of SmartVersion functionality.
<!--109180 - Ability to create fields on a version-->
====New Portal Section Templates for Website Theme====
New templates have been made available for you to easily configure a website themed portal. These templates are applied per individual main menu link, and using them will wipe out any current configuration you have for that main menu link and replace it with the template. For example, within a portal main menu link, if you have selected the website theme, you will now have an additional option to deploy one of our pre-made templates that will instantly setup the section according to different available layouts that you can select from.
