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''To watch ===Major Updates===There are no major on-demand updates for this video in full screen, please click on the '''full screen''' button on the bottom rightupgrade.''
===Major Updates=======Title====[[File:2021-11-ticket-133359.jpg|thumb|none|800px|The new IP restrictions are placed under the user roles.]]Description.<!--133359 - Add the ability to set an IP restriction for logins-->
<!--Ticket--====Added Ability to Customize the Unlink Message for ORCID====A new '''Unlink Button Alert''' input has been added to the ORCID '''User Standard Field'''. This gives you the ability to easily customize the messaging around unlinking accounts for your ORCID users. To see the new settings, navigate to '''Global Settings''' >'''Users''' tab > '''Standard Fields''' > '''ORCID'''.
===Minor Updates=======Added Custom Fail[[File:2022-03-safe Limit for Workflow Emails====Added a custom failticket-safe limit for workflow generated emails123794. If jpg|thumb|none|800px|Systems using ORCID now have the number of emails generated by any individual workflow during each mail queue cycle exceeds a custom defined limit, the excess emails will placed "On Hold". Administrators will need ability to review and release emails put "On Hold" from customize messaging around the '''Message Queue''' located at '''Menu Icon''' <strong> '''Global Settings''' Unlink Account</strong> '''Communications''' tab. You can also specify which users to notify when the custom email limit is reached under '''Menu Icon''' > '''Global Settings''' > '''Communications''' tab > '''Users to Notify'''button.]]<!--127005 123794 - Workflow email fail safe on hold limitAbility to edit ORCID Unlink Account Message-->
[[File:2021====Added Auto-11-ticket-121427-1Population Button for Custom Field Translations====Added a button called '''Populate from Field''' on the custom field translations screen.png|thumb|none|800px|The look of This convenience feature allows you to populate the new optional description column translation you are currently working on with placeholder data. It pulls the list of files in placeholder values from the <strongbase field for context. To see this new button, go to '''UTA Settings''' >Upload - Multiple Files Storage</strong'''Level One''' tab > '''Custom Fields''' > Edit a custom field which can easily be set as mandatory> Click the '''Custom Field Translation Settings''' button on the top action bar > Select a language > Click the '''Populate from Field''' button.]]
Improved [[File:2022-03-ticket-125057-1.png|thumb|none|800px|The new button is located on the look and feel of file upload modal window to improve readability<strong>Custom Field Translation Settings</strong>.]]<!--125057 - Advanced Data Table- make it simple (Default Layout)-->
[[File:2021-11-ticket-115760-1====Added Routing Options to the Create New Activity Workflow Task Type====It’s now easier to assign users to newly created activities without the need to create specific UTA roles.png|thumb|none|800px|The look and feel This change applies to all workflow types related to a specific tracking application. To view this setting, go to '''Workflows''' > Edit a workflow > Create or edit a task of type '''Create New Activity''' >''' Create for Users Assigned as'''. This gives you the <strong>Upload - Multiple Files Storage</strong> custom field modal window before and after option to assign the upgradetasks to users based on either their UTA roles or if they are assigned as the owner.]]
<![[File:2022-03-115760 ticket- multiple file upload modal refresh-->125349.jpg|thumb|none|800px|Workflow tasks that create new activities can now be assigned to the user in the owner or person fields.]]<!--121427 - Media Library Functionality for Non-Media Files125349 -->====Added Ability to Import Notes in the Autoloader====Added the ability to use the autoloader to import Suggestion: Allow 'Create New Activity''Notes'''. To see the new setting, navigate workflow task to the '''General''' tab on the desired autoloader. When the '''Record Type''' is set refer to '''Company''', '''User''' or a '''non-UTA''', you will be able to select '''Notes''' from the '''Item''' dropdown.role assignement targets-->
Updated the look of indicators within the '''Organization''' and '''User Security Matrix''' for added clarity. Indicators ==Beta Previews==No features are available for roles that have yet to be configured will now contain a grey circle rather than a red "x" markbeta preview this upgrade. The button that clears a configuration has been relabeled "Clear" to avoid confusion. To see these changes on the '''User Security Matrix''' or '''Organization Security Matrix''', go to '''Global Settings''' > '''Security''' tab.<!--122444 - Clarity around clear and save (Delete) buttons--><!--129570 - Security audit page enhancements and email-->
[[File:2021==Notes for Admins======Added New Request Method to Workflow Task Type====If you create a workflow task of the type '''Web Service – RESTful Request''', you now have the option to choose '''Delete''' as the request method.<!--11132904 -ticketMake available request method 'Delete' to workflow Task Type : Web Service RESTful Request-122444-1.png|thumb|none|800px|Updated the look of indicators within the <strong>Organization</strong> and <strong>User Security Matrix</strong>. The grey circle replaces the red X if no security settings are configured or if the settings are cleared.]]
====Updates to Lookup [[File:2021-03- Autocomplete Options Custom Field====Updated the behavior of the '''Lookup ticket- Autocomplete Options''' custom field so that when the user first clicks into the field, a list of options will display automatically131982. Before, the options jpg|thumb|none|800px|Updates were only displayed once the user started typingmade to password rendering for greater clarity.]]<!--131982 - SMTP password-->
[[File:2021-11-ticket-124345-1.png|thumb|none|800px|The <strong>Lookup - Autocomplete Options</strong> ====Media Library Thumbnail Rotation====Image thumbnails as seen in the media library ('''Upload – Multiple Files Storage''' custom field ) are now being rotated based on EXIF orientation. Images uploaded after the upgrade will now display a list of options get automatically when the user clicks into the fieldrotated thumbnails.]]<!--134555-->
A new setting was also added that allows users ====User Groups====Added ability to set how many records restrict access to initially display in autocomplete lookup fieldsuser group settings pages. The rest of To see the records will still be accessible by scrolling. To set this upnew permission, go navigate to '''User MenuGlobal Settings''' > '''Security''' tab > '''Personal SettingsSystem Feature Permissions''' > '''DisplayFeatures''' tab > '''Auto Complete Number of Records DisplayedUser Group – Manager'''.<!--74198 - Increase Auto Complete Number These settings will continue to be available to '''Global Administrators''' regardless of Records Displayed for Existing Users-->permissions set. We also fixed an issue with the user group search where you could not search external users.<!--124345 - Display lookup field options immediately when selecting133837, 134182-->
[[File:2021-11-ticket-124101-====Updated Libraries====Updated jQuery UI Libraries to 1.png|thumb|none|800px|New "Owner" column displayed in SmartFolder lists so you can easily tell who uploaded a file or created a folder13.1.]]
==On-Demand System Upgrades==The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a '''Global Administrator''':Updated JQuery version to 3.6.0 and JQuery Migrate to 1.4.1
===Major Updates=======Enhancements to Media Library====Added the ability Updated Highcharts to display media thumbnails and play video and audio media directly from the list viewversion 9. Also added the ability to display media thumbnails in reports. To configure, navigate to the desired '''Upload - Multiple Files Storage''' custom field which has '''Enable Media Library''' toggled on and then toggle on '''Enable Media Thumbnails in List Views'''3.2<!--127725 - Be able to show the public URL to videos and audio from the media library in list views and reports.134198, 134902, 132312--->
[[File:2021====Translations====Fixed some issues around saving translation settings.<!---11134346, 135271. 134768-ticket-127725-1.png|thumb|none|800px|Media library thumbnails as seen on a list view with video playing inline.]]>
[[File:2021====Advanced Search with Modified By====Added ability to search using '''Modified By''' in Level 1 list view '''Advanced Search'''.<!--11-ticket133571--88956-1.png|thumb|none|800px|The <strong>Impact Map</strong> now include system filters, custom messaging, aggregation types, currency and precision settings.]]
[[====Validation of File:2021Names with Single Quotes====Fixed an issue where if a file has single quotes, it will cause errors in validation when the '''Description''' field is enabled on the '''Upload -11Multiple Files Storage''' custom field.<!-ticket-126630-1.png|thumb|none|800px|An example of the <strong>Special 134186--- Chart</strong> custom field on a record showing a line chart of with multiple activity series in the Y Axis.]]
Added a new option to help reduce typos when users enter their email address into signup pages. A new toggle called ====Archiving Activities====Standard field '''Enable Email ConfirmationAssociated Parent''' will render an email confirmation field directly under the email standard field. The new setting can now be found at to '''Global Settings''' > '''Users''' tab > '''Signup Pages''' and edit available in the desired signup pageactivities file when archiving.<!--126629 - Enhancement: Link Existing Account when Accepting Invitation--><!--126662 134833- Confirm Email Address Option on Registration Pages-->
[[====UTA File:2021Search===='''UTA Administrators''' will now have access to the UTA file search feature.<!--11-ticket134843-126629-1.png|thumb|none|800px|Optional login link on signup pages for users who already have an existing account.]]->
====Added Status Filter Lookups to Customer and Branch Standard Field====<!-- 137314 - Annotation Unavailable for some fields -->Updated * Fixed an issue where the '''CustomerDeny Add Field''' and was not being applied on the '''BranchAssociation''' standard field by adding when the ability to filter lookups by status. To configure, navigate to '''UTA Configuration SettingsUse Classic Association Entry View''' > was toggled off under '''Level 1Global Settings''' tab > '''Standard FieldsClassic Options''' > Edit '''Customer''' or '''Branch''' > Scroll down to the '''Lookup Filter''' sectiontab.<!--122198 - Customer Standard field does not have a feature to filter by Organization status-->
====Added Ability to Display Checkboxes and Radio Buttons in View Mode and in PDFs====Added the ability to easily display checkboxes and radio buttons in view mode and in PDFs. To enable, go to the desired '''Select One – Radio Buttons''' or '''Select Many – Checkboxes''' custom field and toggle on '''Show Checkboxes/Radio Buttons in View Mode'''. You can easily toggle this setting on for many fields at once by using the custom field batch update and specifically selecting '''Show Checkboxes/Radio Buttons''' in the side panel.<!--125931 137734 - Checkboxes not displaying properly Lookups People and organizations in PDFassociations list views -->* Fixed an issue where an administrator’s default language would switch to the language of an emulated user after the session was terminated.
[[File:2021<!-11-ticket137312 -125931System changes language randomly -1.png|thumb|none|800px|Optionally surface checkboxes and radio buttons in view mode and in PDFs->* Fixed an issue where a custom batch update button used to assign group contacts to a record was not applying the selected roles.]]
====Extended Ability to Create Custom Buttons to Portal Section Types====Extended the ability to easily create custom buttons on various portal section types. This ability was originally only available for '''Banner''' type sections.<!--59652 126675 - Ability to add buttons inside portal section (no script)Batch Update Button - Add Group as Contacts, role doesn't attach -->* Fixed an issue with the search on media library in portals where searching on fields was not returning results.
[[File:2021<!-11-ticket137188 -59652Media library search in portals not working as expected -1->* Updated the default display size of the '''Upload - Image''' fields on web page views to be 500 pixels wide.png|thumb|none|800px|A custom button added to a banner portal section]]
====Enhancement for Presenting Consumer Creation Buttons on Records====Added the ability to determine when and where to present a consumer creation button on a record. This can be accomplished using the new variable syntax <code>@ssGet(CCBUTTON,Apply)@</code> (where "Apply" is the button caption) with a '''Display – Text and Variables''' custom field as well as the new custom field called '''Special – Consumer Creation Button Container''', where you can specify the desired display condition.<!--111440 136852 - Consumer Creation Buttons Additional issue - Feature EnhancementDisplay of image upload field in application pdf #135922 -->* Minor additions, bug fixes and security enhancements.
==Beta Previews======(Beta) Updated Question Set Builder with Randomized Question Order and Answer Scoring====* Added the ability a new setting to randomize the display of question subsets using the '''Special Lookup - Question SetAutocomplete Options''' custom field on a Level 2that allows any entity profile links to be restricted by role. To enable the randomization featureset this up, navigate to create or edit an existing '''UTA Configuration SettingsLookup Autocomplete Options''' > custom field and toggle on '''Level 2Enable Dynamic Content''' tab > Edit the desired '''Special - Question Set''' custom field and toggle on . Once toggled, a new role lookup will be surfaced called '''RandomizeRestrict Entity Link'''.
Two new attributes have also been added to <!-- 136422 - Missing Restrict Organization Open link in the custom lookup field -->* Updated the CKEditor for scoring user answers:''' Correct Answer '''and '''Score'''rich text to version 4. To get and store final test scores, create a custom field of the type '''Text Box - Number''' and enter the following formula under '''UTA Configuration Settings''' > '''Level 2''' > '''Formula: '''<code>@level219.0.mycustomfield@="@evaluate_score()@";</code>
<u>'''Note:'''</u> Only new Level 2 records will be affected.<!--121853 137563 - Randomization of test questionsNetcraft Pentest Scan -V1. Outdated JavaScript libraries -><!--130455 - Question Set ScoringCKEditor -->===May 19th 2022 (202205.03)=======Fixes====* Fixed an issue where the status dropdown was populated again on load and losing the selected stored value.
==Notes for Admins======Updates to Workflows====Updated the default '''Connect To''' option when creating a new connector in a workflow. You will now see the default option has been changed to '''Complete''' instead of '''Start''' for new workflow connectors. In general, it is more likely that you would want to connect to '''Complete''' than to '''Start''' and this change will also reduce the risk of accidentally configuring infinite loops. Added the UTA name before the status name option under the '''Termination Trigger''' field when the '''Workflow Type''' is set to '''Tracking Activities'''.<!--125555 137273 - Workflow connectors default Connect To Complete--><!--126079 - Workflow statuses in the Deliverable status did not change to 'Termination Triggerpast due' should include after the UTA namedue date has passed -->
====Added Indexing Option for List Views Using Quick Load Setting====
Added a new option to enable indexing for list views utilizing the '''Enable Quick Load''' setting. The '''Enable Quick Load''' setting is intended for list views with a large set of results. This setting returns an unsorted number of records without a total record count in order to improve the list view load time. If indexing is enabled, searches will also be faster since it will search the index instead of real-time data. To configure, edit any existing list view, scroll down to the Feature Options section under the '''Properties''' tab and toggle on '''Enable Quick Load'''. You will then see an additional toggle labelled '''Enable Indexing'''.
<u>'''Note:'''</u> If list views with these settings are selected in portals, you will be restricted ===May 16th 2022 (202205.02)=======Fixes====* Fixed an issue where P3 Script was attempting to using a single search criterionuse the application ID from the script object instead of the application ID passed along from the triggered point.<!--128415 - List view fast searching performance improvements-->
<u>'''Note:'''</u> Emails related to account registration will be unaffected.<!--114639 136613 - Need to rate limit and quota limit sending of emailsvideo upload on mobile phone -->* Fixed an issue with variable processing on group emails where a variable in the body of the email displayed the value of the first record as the value for all records.
====Added Hourly API Call Limit====<!-- 137005 - Group Email Didn't Pull Correct Information -->Added * Fixed an API call limit per past hourissue with '''Word Merge''' where tables were not displaying if the Word document template contained multiple sections separated by page breaks. API calls in excess of 1000 per instance within the past hour will receive an error and '''Word Merge''' will be blocked from using now look at the API until the total API call count index of tables in the last hour drops below the limit. This limit can be changed on the root instance whole document instead of a dedicated environmentmultiple sections separated by page breaks.<!--125991 - Throttle API calls-->
====Updates to GuideStar Search API====GuideStar is deprecating their older API. If you have an existing integration for GuideStar search, be sure to enter your updated API keys under '''Menu Icon''<!-- 108722 - Can' t get tables in Word merge --> * Updated '''Global SettingsSystem Performance Summary''' > '''Integrations''' tab > severity from “Medium” to “Low” when parent syntax is used inside list syntax. A check for the number of occurrences of list syntax, sslogic, sscalculation, and '''GuideStar SearchReportProperty'''was also introduced.<!--121944 - Guidestar Candid API integration update-->
==Service Packs=====February 17th 2022 (202202.02)=======Fixes====<!-- 124260 - System Performance Summary -->* Fixed an issue with the '''Report Builder Criteria''' where functions such as IN () or NOT IN () wouldn't be accepted if there was a space character before status trigger for a Provider UTA triggered on a specific Consumer UTA also changed the opening parenthesis. Both variations status of the syntax will now be acceptedother Consumer UTAs.
===January 25th 2022 (202111<!-- 136843 - API.07)===smartsimple is blank-->
===January 24th 2022 (202111.06)===
===December 13th 2021 (202111.05)=======Fixes====<!-- 136011 - URLs with Alternate Pages -->* Fixed an issue where Updated the predefined options in a dropdown '''Text Box - Multiple Lines''' field that enabled dynamic on emails to preserve line breaks for content were being limitedprocessed from variables. This change applies for both email composition and for workflow-generated emails.
<!--For 133206 - Uploads issues via Special - Question Set Builder -->===December 9th 2021 (202111.04)=======Fixes====* Fixed an issue where options from Updated the '''Lookup Select2 plug- Autocomplete Options''' custom field did not have a hard limit on how many were displayed when dynamic content was enabledin to version 4. The query will now only display the first set of options based on the user’s personal setting for '''Auto Complete Number of Records Displayed'''0.13.
* Updated the length limit of the number of statuses allowed on termination triggers.
<!--133021 - Unable to Update/Save Workflow Termination Triggers if More than 42-->===November 26th 2021 March 24th 2022 (202111202203.03)===
<!-- 132825 - Authenticated Member Config Contact lookup page is blank -->
* Fixed issue where the variables provided as parameters for a report property syntax containing special characters that were sanitized with our XSS output filter which caused the reports to not return any results
<!-- 132825 - Authenticated Member Config Contact lookup page is blank -->===March 17th 2022 (202203.02)=======Fixes====* Fixed an issue where with the display of consumer list views when a blank screen new column was displayed when opening an application from the organization or user profile due to an error if the content being passed within the sscalculation syntax is emptyadded.
===November 25th 2021 (202111.02)=======Fixes====<!--135375 - First page in SmartFields WPV on L1 isn't showing header-->* Fixed an issue in the list view of the with SmartCheck validation configuration where clicking '''UTA Consumer/ProviderAdd to Source''' tab within a record where users who gained access to a Provider/Consumer tab on a record could see all records linked through the Provider/Consumer association. Visibility of these records will now adhere to button in the '''Provider/Consumer UTA Security MatrixCode Builder'''was displaying a blank tab.
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==General Details==
===Upgrade Dates===
Public Cloud Production release date: '''November 11 2021March 10 2022'''<br />Public Cloud Backup release date: '''October 26 2021March 1 2022'''
Private Cloud Production (Managed Upgrades) release date: '''November 25 2021March 24 2022'''<br />Private Cloud Backup (Managed Upgrades) release date: '''November 11 2021March 10 2022'''
==OverviewGlobal System Upgrades==Watch this video The new features listed below are enhancements to the SmartSimple system and will be immediately available to get a general overview SmartSimple users upon the application of the new features in this release.upgrade to their server:
===Major Updates===
====Deprecation of Classic Options on User and Organization Signup Pages====
The following settings that were found on the '''Classic Options''' tab have been deprecated: '''Internal Entry''', '''Internal Format''',''' Attach Web Form''', '''Create Folder for User'''. If these features were enabled, you will still see the settings. Otherwise, the settings will no longer be visible. If you create a new signup page, you will no longer have the option to enable these features.
<!--116874 - Classic options on User and organization signup pages-->
===Minor Updates===
====Updates to the Sent Message Queue====
We have added a new button called '''View Message''' to easily preview sent email messages in the '''Message Queue'''. Email messages that contain HTML and formatting (not plain text) will no longer be automatically rendered. Instead, you will have an option to open the email contents securely in a new window. To see this new functionality, navigate to '''Menu Icon''' > '''Message Queue''' >''' Sent''' tab > Click the icon on the far left of each record.
[[File:2022-03-ticket-132679-1.png|thumb|none|800px|New button called <strong>View Message</strong> added to the to <strong>Message Queue</strong> to easily preview sent email messages]]
<!--132679 - Enhancement - Improve Message Queue/Email Preview-->
==On-Demand System Upgrades==
The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a '''Global Administrator''':
==Global System Upgrades=Minor Updates=======Enhancements for Question Set Builder====The Added a new features listed below are enhancements custom field called '''Special - Scoring Results''' that displays test scores and correct answers on Level 2 activity records using the '''Question Set Builder''' with scoring enabled. To learn more about how to set up scoring, step-by-step details can be found on the SmartSimple system [[Custom Field Type: Special - Question Set Builder#Setting_up_Question_Set_Scoring | Question Set Builder custom field page]].[[File:2022-03-ticket-130455.png|thumb|none|800px|A new custom field <strong>Special - Scoring Results</strong> can display test scores on Level 2 records]]<!--130455 - Question Set Scoring--> ====Added Ability to Choose Type as Icon Color for Level 1 List Views====Added the ability to choose the '''Type''' color for the icon on Level 1 list views. Previously, the Level 1 list view icons always used the '''Status''' color, whereas level 2s and will be immediately available 3s had the option to choose. To see the new setting called '''Color Code Based On''', navigate to SmartSimple users upon the application configuration screen of the upgrade to their server:a Level 1 list view.
[[File:2022-03-ticket-125156.jpg|thumb|none|800px|A new setting in the list view properties allows users to display color based on <strong>Type</strong> or <strong>Status</strong>. ]]
<!--125156 - choose type color instead of status for icons on level 1 list views-->
====Updated the Ability to Set Role-Based IP Restrictions for Login====
You can now set an allow list of IP addresses per role which will be used to only allow certain IP addresses to log into the system under a specific role. To see the new setting for this additional layer of security, navigate to''' Global Settings''' > '''Users''' tab > '''Roles''' > Edit a role > '''Permissions''' tab.
====Improvements to Upload - Multiple File Storage Custom FieldAdded Default Layout for Advanced Data Tables====Added an optional description column to the list of files in a new “Page Layout” setting for the custom field '''Upload Special - Multiple Files StorageAdvanced Data Table''' so you can easily set up this field type without looking at or modifying code. To use these new options, create or navigate to a custom fieldof type '''Special - Advanced Data Table'''. For the new option '''Page Layout''', select "Default". This description field will surface the new setup options for '''Page Title''' and '''Page Instructions'''. The '''Section Builder''' has also supports hashtags been updated to include new options for '''Display Order''' (under the '''Section Details''' tab) and '''Visibility Condition''' (under the '''Permissions and can be set to be mandatoryAvailability''' tab).
[[File:2022-03-ticket-125057.jpg|thumb|none|800px|A new default layout for <ustrong>'''Note:'''Advanced Data Tables</ustrong> The description column is not available if '''Enable Media Library''' is toggled onmakes them easier to set up.]]<!--125057 - Advanced Data Table- make it simple (Default Layout)-->
====Added Pre-Processing for JSON Files in Autoloader====Updated autoloader to include pre-processing for JSON file types. To see this option, go to '''Menu Icon''' > '''Autoloaders'''<u>Note:</uEdit an autoloader >Set the '''File Type''' All notes imported will appear as new notes that can only be edited by a System Administrator.<!--122291 - Map Autoloader to Notes"JSON"> Click the '''Process''' tab > '''File Pre-->Processing'''.
<!--125883 - Additional Feature for JSON format in autoloader-->====Enhancements to System SecurityAdded Support for Dun & Bradstreet Integration====Enhanced the '''System Security Summary''' page We have extended <code>ssGet()</code> variable syntax to list potential security issues with signup pagessupport Dun & Bradstreet API calls. For example, signup pages will be flagged if they create a role for new users which would enable the user to view or edit all organizations, suborganizations or their This watchlist scanning integration requires that you bring your own organizationlicense. The system security summary can be found under '''Global Settings''' <!--129109 - D&B Watch List Scanning Integration--> '''Security''' tab.
====Added Ability Updates to Add Hashtags Directly To Hashtag LibraryDatabase Schema and Maintenance====Added Behind the ability scenes updates to add hashtags connectors and hashtag categories directly into the '''Hashtag Library'''. Navigate to '''Global Settings''' > '''Hashtag Library''' to see the new button above the list view. A note has also been added beside the refresh button letting users know that use counts are updated dailydatabase schema.<!--124323 116272 - Hashtag LibraryDatabase Schema Change and Maintenance-->
====Updated Permission Quick Edit Feature with Copy/Paste AbilityImproved Password Rendering====Enhanced In some areas of the '''Permission Quick Edit''' feature to allow system (such as the permissions of custom fields based on '''Role''', '''Type''' or '''Status''' to be quickly copied and pasted into other columns. To view permission quick edit, navigate to '''UTA Configuration Global Settings''' > '''Level 1/2/3Communications''' tab > '''Custom FieldsSMTP Relay''' > Click ), if a password was present and saved, the input will now be greyed out with an '''Permission Quick Edit''' button in the list view actions bar (lock icon) > Click the ellipses icon on your desired column . Previously there was no visual indication that a password was present and copy the settings and then paste the settings into the desired target columnsaved.<!--125246 - Custom Fields - Permission Quick Edit - Ability to simply apply field settings from one type to another type-->
====Updated Report Builder BehaviorArchive Schedule Start Time====Updated the behavior of the '''Report BuilderArchive Schedules''' so that when you drag and drop a dataset field into a column, will now start running at 15 minutes after the column header is populated by hour instead of on the '''Caption''' rather than the '''Field Name'''. This was done to reduce time spent renaming columnshour.<!--124129 - Report Builder Update Add Field Behavior to Set Column Header to Field Caption133586-->
====Updates to Global CAPTCHA Validation BehaviorEdit Profiles Via Links====Updated CAPTCHA ([https://en.wikipedia.org/wiki/CAPTCHA Completely Automated Public Turing test When a user clicks a link configured to tell Computers and Humans Apart]) settings. If you set the edit an '''CAPTCHA TypeOrganization''' to or '''Google reCAPTCHAUser''' and the system cannot detect the user’s countryprofile, if the user has view permission, they will now be shown see the '''Alternate CAPTCHA''' instead of '''Google reCAPTCHA'''. CAPTCHA settings can be configured at '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''Global CAPTCHA Validation'''profile in view mode when they previously saw an "Access Denied" message.<!--128072 - Start one System register issue134746-->
====New Column for SmartFolder List ViewsSystem Call Task Added to User Workflows====Added a column called "Owner" to SmartFolder lists so you can easily tell who uploaded a file or created a folderThe '''System Call''' task is now available for '''User Workflows'''.<!--124101 - Show User in SmartFolder List Views134078-->
====Enhancements to Impact MapsIncreased Encryption and Validation====Enhanced '''Impact Maps''' Added encryption to include system filters, custom messaging, aggregation types, currency the value stored against the session variable and precisioncookie for the logout redirect. To configure Plus, we are now enforcing server-side validation for the impact map, go to '''UTA Settings''' > '''Level 1/2''' tab > '''Impact Maps'''new password and confirmation password values.<!--88956 - Impact Map Feature Enhancements132176--->
====Updated Report Export to Chain Scheduled ExportsAutoloader Process and Configuration Error Logs====Added ability to run a report export directly after Logs located in the currently scheduled report export. This gives you following locations will now show items for only the ability to chain scheduled reports togetherpast 3 months. The new setting is called '''Sequential Report Export'Menu icon > '' and can be configured by going to '''Menu IconGort Automation''' > '''ReportsAutoloader Process (in Process/Failed)''' > Edit desired report Menu icon > '''ExportGlobal Settings''' tab in left navigation > '''Scheduled ExportConfiguration Error Log''' tab<!--126767 - Ability to chain scheduled exported reports133958--->
====Updated Line Chart Custom Field for Multiple LinesAutoloader and Report Notifications====Updated Email notifications from autoloader and report export will now use the '''Special - Chart''' custom field to allow multiple series on the y-axisdefault from address if configured. To useconfigure the default from address, navigate to the configuration settings of any Menu icon > '''Special - ChartGlobal Settings''' custom field. When > '''Data TypeCommunications''' is set to '''Records related to objecttab > ''' Email Options and Security'''Chart Type''' is set to '''Line''', you will see a plus icon under > '''Y-AxisEnable Default From Address''' that allows you to add multiple lines.<!--126630 - Allow Multiple Lines on Line Chart Custom Field134000--->
===Minor Updates=======Added Login Link and Email Confirmation Options on Signup PagesTest To Production (T2P)====Added Some unneeded tables are no longer included in the ability to include a login link on signup pages for users who already have an existing accountT2P comparison. For example, if a user receives an invitation at their personal email and they already have a user account under a different (work) email, then they can click the login link on the signup page to use their existing account instead of creating another account. To configure the link, navigate to '''Global Settings''' <!---134553---> '''Users''' or '''Company''' tab > '''Signup Pages''' > Edit an existing signup page > Toggle on '''Display Login Link on Page'''. To redirect to an existing signup page, enter “''Already have an account? Login''” for the '''Link Text''' and enter “''/s_Login.jsp”'' for '''Link URL'''.
==Service Packs==Added Ability to Restrict Email Template Availability by UTA===June 9th 2022 (202206.01)=======Fixes====Added the ability to specify which UTA * Fixed an email template applies to so it's easier to send specific email templates from a desired UTA. To configure issue where the new setting, navigate to '''Menu Icon''' > '''Email''' > '''Templates''' tab > Edit the desired template > Select either '''UTA Level 1''' or '''UTA Level 2 & 3''' under the '''Category''' dropdown. This will reveal the new UTA dropdown setting where you can pick annotation pop-up panel was being displayed behind the desired UTAfooter bar.<!--126190 - Restrict Email Templates to UTAs-->
<!-- 136978 - Vulnerable Library - jquery-confirm --><!-- 136540 - HP Fortify - Missing invitetoken Encoding -->====Added Filter Options for Level 1/2 Association List Views for Faster Load TimesOther Changes====* Added the ability a new setting to filter and only show the Level 1/2s from that Organization/User profile based on flag organizations into acting structurally like a holding folder rather than a selectable association in order true organization with hierarchy permissions. Users assigned to reduce record load timethis organization would be restricted from seeing any other user or organization profiles except for their own. You can configure This feature prevents inadvertent security breaches. To set this setting by going flag, go to the desired '''UTA Configuration SettingsMenu Icon''' > '''Level 1/2Organizations''' > Edit an '''Organization''' > '''Actions''' tabs > Scroll down to the List View Settings and toggle on '''Enable List View on Account/Contact ProfileEdit Categories and Access''' to see new dropdown labelled > Toggle on '''Filter List View byContainer''' where you can select a filter.<!--126462 135759 - Payment View from Activities Menu Load TimeAbility to flag organization as container -->
<!-- 137328 - P3 Script not working -->===May 12th 2022 (202205.01)======Added Total Send Limit on Emails=Fixes====Added a send limit on workflow generated emails * Fixed an issue where mobile file uploads were not being processed because the file type extension was case-sensitive and emails created in batch was rejecting valid file types with capitalized extensions (Example: group emails, email broadcasts, etc) if an SMTP relay is not in use. If more than 25,000 total emails are successfully sent within 24 hours, additional emails will remain in the queue until the total number MOV instead of sent emails within the past 24 hours drops below 25,000 emails.mov).
<!-- 134907 133817 - BUG: Report Criteria function syntax issue Provider's status trigger on specific consumer UTA also changes status on the other Consumer UTA -->===February 11th 2022 (202202.01)=======Fixes====* Fixed an issue where records were staying locked even though with the instruction text on the '''Contact''' standard field on the '''Organization''' profile not using the user was no longer editing defined translation settings based on the recordselected language preferences.
<!-- 132761 135252 - Record Lock issue Instructions Translation on Org Contacts Standard field not displaying. -->* Updated Fixed an issue with the '''HistoryText Box - Multiple Line''' tab on Workflow record pages to display historical items more than 2 years old custom field used in a new tab called conjunction with '''ArchiveDocuSign'''where line breaks were not being preserved.
<!-- 135939 - Health Award Letters not populating correctly. -->* Fixed an encoding issue for M4A audio files that was preventing playbackwhere the '''Start Date''' and '''End Date''' standard fields were not updated when using the '''Quick Edit''' feature.
<!-- 132816 135763 - Audio File Playback QA Issue : Unable to update the start date using Quick Edit -->
====Other Changes====
* Updated the look of the server maintenance and''' Record Lock''' messages.<!-- 132962 94811 - record lock on level 1 looks poor / 86355 - Workflow History incomplete server maintenance message -->* Updated the '''Text Box Added ability to cancel e-signatures requests via workflow.<!-- Multiple Line''' custom field Added ability to only convert line break characters into HTML break tags in form fields cancel e-signatures requests via workflow. -->* Added tooltips to preserve line breaks the left hand navigation captions on record pages so the full caption can be read in scenarios such as when variables are processed in a Word Mergethe tooltip if it gets truncated.<!-- 136231 - UI issue around standard field tabs on left hand side -->
===April 21st 2022 (202204.02)=======Fixes====* Fixed an issue where using the <code>@object.inRole(Rolename)@</code> variable syntax was not resolving correctly when the user's role is updated using a signup page from an invitation. <!-- 133059 135157 - Field Type: Text Box Signup Page for UTA Invitations not adding role correctly.- Multiple Line ->* Fixed an issue where using <code>ssEscape</code> syntax was not resolving correctly when used in the '''Advanced Data Table''' field. <!-- 135996 - project participants table - organization column -->* Updated report query API calls Fixed an issue related to display a maximum of 10,000 records per callthe '''People''' list view when the Catalan language was selected.
<!-- 132607 136223 - API 10,000 Record Limit Question Portal doesn't work in catalan language -->* Updated the behavior of new consumer record creation Fixed an issue related to redirect the user back to country and state options when the parent record when creating a publication from a consumer UTAJapanese language was selected.
<!-- 132966 136137 - After creation of new consumer, screen is not redirect back to the consumerL1. Country and State options showing in English when they should be in Japanese -->* Updated security matrixes to prompt users when a change is made. The reason for the change must be entered before options in the update will take effect. By default, an email will also be sent to all '''System AdministratorsState''' notifying them of the change. You can adjust who receives the notification email by going to / '''Global Settings''' > '''Security''' > '''Security Matrix Updates - Users to NotifyProvince'''standard field for the country Scotland.
<!-- 129533 136003 - Additional Audit on Security Matrix List of states for Scotland not correct -->* Updated fields using '''Custom Lookup Options''' so that Fixed an issue where the selected result can be returned during a list view search querycurrent date variable (<code>@datetime(currentdate)@</code>) was not resolving in scheduled export files.
<!-- 133093 136549 - Searching Fields that use Custom lookup Options Current date variable not resolving in scheduled export file -->* Updated list view record visibility conditions for users who are added to a UTA record role Fixed an issue with a '''Deny''' permission appliedthe [https://api.smartsimplebk.com/devtools/api. These users will no longer be able to see the record in their list viewshtml API dev tool] where API samples were not loading.<!-- 133253 - Users added in a UTA role that has deny access permissions are still able to see the record in the list view -->
====Other Changes====
* Made minor additions related Updated certain parameters for internet enabled templates to match the parameters of regular record pages to enable SmartCheck validation to future enhancementsrun as expected. <!-- 136706 - SmartCheck validation not working on online form--> ===April 14th 2022 (202204.01)=======Fixes====* Fixed an issue where line breaks were not being preserved for '''Text Box - Multiple Line''' fields when used as a variable and exported as a PDF from a '''Web Page View'''. <!-- 135635 - URGENt - Review Manager - External Review -->* Minor additions and bug fixes
====Other Changes====
* Made minor additions related Added a Hebrew language option and updates to future enhancementsseveral translation files. <!-- 126188 - Hebrew -->* Enhanced security on the document generator used to create .DOCX files to only accept encrypted sources. <!-- 135609 - Home Depot Pentest finding - SSRF vulnerability (docxWriter) -->* Added support for alternate login pages on password reset and password change notification emails. If an external user needs a password change, they will be redirected to the URL they originally registered under rather than the main instance.
<!--133264 136093 - Drowdown fields not showing pre defined options anymore Auto generated emails -->* Fixed an issue where certain fields on GuideStar Charity Check Field were not populating due Updated the YUI Library for file uploads to a recent change in the GuideStar API data structureversion 3.18.1.
<!--133014 135132 - Nov. Software Upgrade Glitch: Charity Check Field No Longer Displays on ScreenUpdate Build - YUI Library -->* Fixed an issue with the '''Question Set Builder''' field where Updated the mandatory validation message was preventing uploads CKEditor for rich text to a multiple file upload fieldversion 4.17.2.<!-- 135133 - Update Build - CKEditor 4 -->
<!--132911 135134 (Update Build - Unable to create a SAR (Service Activity RecordSelect2 4)-->* Fixed an issue with Deprecated the display of status history and '''Portal''' link found under the stamped IDs in workflows and transactions. When an '''Update Standard FieldUser Menu''' workflow is triggered, the old status and ID will be displayed instead of “No Status” and a zero ID.
<!--132307 124674 - Merck Status history showing a zero id-->====Other Changes====* Updated Deprecate the behaviour of how changes are applied to fields using '''Dynamic Field Visibility Control'''. When an option is changed in a branch, it will copy its sub-branches to a new branch and delete Portal Link under the old branch to ensure consistency and prevent potential problems when relocating parent fields/options.<!--132047 - Dynamic Field Visibility Control erroruser menu -->
====Fixes====
* Fixed an issue with the contact lookup on the '''Authenticated Member ConfigurationsContacts''' page which tab of the Level 1 record where the contact lookup modal was displaying not closing after selecting a blank modaluser. <!-- 136108 - QA Issue: Not able to add Contacts to UTA records using Lookup button -->* Fixed an issue with editing personal filters where navigating to '''User Menu''' > '''Filters''' would display an “Access Denied” message. <!--135799 - Unable to edit user personal filter-->
<!-- 132844 135810 - Cannot open applications from the Organization/User profiles PAI - Consumer list view is broken on Program Manager-->* Fixed an issue where setting copy restrictions for a particular role on one UTA would be cleared when setting up copy restrictions for the same role on another UTA
<!--135705 - Role settings not retaining for copy restrictions-->
* Fixed an issue on the first page of a web page view of a Level 1 where the header did not display as expected when the web page view contained a '''Select Many – Checkboxes''' custom field.
<!--132274 135276 - Provider/Consumer list views are Add to Source not restricting results based on security matrixworking when configuring SmartCheck Validation-->====Other Changes====* Updated Fixed an issue with error messaging for the '''Special - Advanced Data TableWebsite''' to enable mapping and added support for the <code>.displayvalue</code> variable syntax in order to return the display value of a table cell from the mapped records.<!-- 130874 - Advanced Data table cell display name-->* Added an option clause to the list syntax to preserve line breaks if needed. For example, to preserve the line breaks standard field on a list of Level 2 UTA Providers, type: <code>[#(?(object =utaproviderL2;preservelinebreak=1)$123456$#]</code> , organizations where 123456 is the Custom Field ID. Without this clause, line breaks will be converted to HTML break tagscustom validation messages were not appearing as expected when custom SmartCheck validation was used.
<!-- 132124 134871 - HTML tags showing in Word MergeOrg Website standard field validation-->