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==Global System Upgrades==The [[File:2022-03-ticket-125156.jpg|thumb|none|800px|A new features listed below are enhancements to setting in the SmartSimple system and will be immediately available to SmartSimple list view properties allows users upon the application of the upgrade to their server:display color based on <strong>Type</strong> or <strong>Status</strong>. ]]
==On[[File:2022-Demand System Upgrades==03-ticket-125057.jpg|thumb|none|800px|A new default layout for <strong>Advanced Data Tables</strong> makes them easier to set up.]]The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a '''Global Administrator''':<!--125057 - Advanced Data Table- make it simple (Default Layout)-->
[[File:2021-11-ticket-126630-1==Beta Previews==No features are available for beta preview this upgrade.png|thumb|none|800px|An example of the <strong>Special - Chart</strong> custom field on a record showing a line chart of with multiple activity series in the Y Axis.]]
Added a new option ====Updates to help reduce typos when users enter their email address into signup pages. A new toggle called '''Enable Email Confirmation''' will render an email confirmation field directly under Database Schema and Maintenance====Behind the email standard field. The new setting can be found at scenes updates to '''Global Settings''' > '''Users''' tab > '''Signup Pages''' connectors and edit the desired signup pagedatabase schema.<!--126629 116272 - Enhancement: Link Existing Account when Accepting Invitation--><!--126662 - Confirm Email Address Option on Registration PagesDatabase Schema Change and Maintenance-->
[[File:2021-11-ticket-126629-1====Improved Password Rendering====In some areas of the system (such as the '''Global Settings''' > '''Communications''' > '''SMTP Relay'''), if a password was present and saved, the input will now be greyed out with an '''Edit''' button.png|thumb|none|800px|Optional login link on signup pages for users who already have an existing accountPreviously there was no visual indication that a password was present and saved.]]
====Added Ability to Restrict Email Template Availability by UTA====Added the ability to specify which UTA an email template applies to so it's easier to send specific email templates from a desired UTA[[File:2021-03-ticket-131982. To configure the new setting, navigate jpg|thumb|none|800px|Updates were made 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 the desired UTApassword rendering for greater clarity.]]<!--126190 131982 - Restrict Email Templates to UTAsSMTP password-->
[[File:2021====Archive Schedule Start Time===='''Archive Schedules''' will now start running at 15 minutes after the hour instead of on the hour.<!-11-ticket133586-125931-1.png|thumb|none|800px|Optionally surface checkboxes and radio buttons in view mode and in PDFs.]]>
[[File:2021====System Call Task Added to User Workflows====The '''System Call''' task is now available for '''User Workflows'''.<!-11-ticket-59652134078-1.png|thumb|none|800px|A custom button added to a banner portal section]]->
====Added Filter Options for Level 1/2 Association List Views for Faster Load Times====Added the ability Updated JQuery version to filter 3.6.0 and only show the Level JQuery Migrate to 1/2s from that Organization/User profile based on a selectable association in order to reduce record load time. You can configure this setting by going to the desired '''UTA Configuration Settings''' > '''Level 4.1/2''' tabs > Scroll down to the List View Settings and toggle on '''Enable List View on Account/Contact Profile''' to see new dropdown labelled '''Filter List View by''' where you can select a filter.<!--126462 - Payment View from Activities Menu Load Time-->
==Beta Previews======(Beta) Updated Question Set Builder with Randomized Question Order and Answer Scoring====Highcharts to version 9.3.2Added the ability to randomize the display of question subsets using the '''Special <!--- Question Set''' custom field on a Level 2. To enable the randomization feature134198, 134902, navigate to '''UTA Configuration Settings''' 132312---> '''Level 2''' tab > Edit the desired '''Special - Question Set''' custom field and toggle on '''Randomize'''.
Two new attributes have also been added to the custom field for scoring user answers:''' Correct Answer '''and '''Score'''====Translations====Fixed some issues around saving translation settings. To get and store final test scores<!---134346, create a custom field of the type '''Text Box 135271. 134768--- Number''' and enter the following formula under '''UTA Configuration Settings''' > '''Level 2''' > '''Formula: '''<code>@level2.mycustomfield@="@evaluate_score()@";</code>
<u>'''Note:'''</u> Only ====Increased Encryption and Validation====Added encryption to the value stored against the session variable and cookie for the logout redirect. Plus, we are now enforcing server-side validation for the new Level 2 records will be affectedpassword and confirmation password values.<!--121853 - Randomization of test questions--><!--130455 132176- Question Set Scoring-->
<u====Autoloader and Report Notifications====Email notifications from autoloader and report export will now use the default from address if configured. To configure the default from address, navigate to Menu icon > '''Global Settings''' > '''Communications''' tab >'''Note:Email Options and Security'''</u> If list views with these settings are selected in portals, you will be restricted to using a single search criterion'''Enable Default From Address'''.<!--128415 - List view fast searching performance improvements134000--->
<u>'''Note:'''</u> Emails related to account registration will be unaffected====Test To Production (T2P)====Some unneeded tables are no longer included in the T2P comparison.<!--114639 - Need to rate limit and quota limit sending of emails134553--->
<!-- 132761 - Record Lock issue -->===May 16th 2022 (202205.02)=======Fixes====* Updated Fixed an issue where P3 Script was attempting to use the application ID from the script object instead of the application ID passed along from the '''History''' tab on Workflow record pages to display historical items more than 2 years old in a new tab called '''Archive'''triggered point.
===January 25th 2022 (202111<!-- 135939 - Health Award Letters not populating correctly.07)=======Other Changes====-->* Made minor additions related to future enhancementsFixed an issue where the '''Start Date''' and '''End Date''' standard fields were not updated when using the '''Quick Edit''' feature.
===January 24th 2022 (202111.06)===<!-- 135763 - QA Issue: Unable to update the start date using Quick Edit -->
<!--133014 - Nov. Software Upgrade Glitch: Charity Check Field No Longer Displays on Screen-->
* Fixed an issue with the '''Question Set Builder''' field where the mandatory validation message was preventing uploads to a multiple file upload field.
<!--For 133206 - Uploads issues via Special - Question Set Builder -->===December 9th 2021 April 14th 2022 (202111202204.0401)===
<!--132307 - Merck Status history showing a zero id-->
<!-- 132825 - Authenticated Member Config Contact lookup page is blank -->
* Fixed an issue where a blank screen 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 empty
<!-- 132844 - Cannot open applications from ===March 17th 2022 (202203.02)=======Fixes====* Fixed an issue with the Organization/User profiles -->display of consumer list views when a new column was added.
===November 25th 2021 (202111.02)=======Fixes====<!--135705 - Role settings not retaining for copy restrictions-->* Fixed an issue in on the list 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 '''UTA Consumer/ProviderSelect Many – Checkboxes''' tab within a record custom field. <!--135375 - First page in SmartFields WPV on L1 isn't showing header-->* Fixed an issue with SmartCheck validation configuration 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 clicking '''Add to Source''' button in the '''Provider/Consumer UTA Security MatrixCode Builder'''was displaying a blank tab.
no edit summary
==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 SmartSimple users upon the application of the upgrade to get a general overview 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 releasenew 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''':
===Major Updates===
There are no major on-demand updates for this upgrade.
===Minor Updates===
====Enhancements for Question Set Builder====
Added a new 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 [[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 '''To watch this video in full screenType''' color for the icon on Level 1 list views. Previously, please click on the Level 1 list view icons always used the '''full screenStatus''' button on color, whereas level 2s and 3s had the bottom rightoption to choose.To see the new setting called '''Color Code Based On''', navigate to the configuration screen of a Level 1 list view.
<!--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.
[[File:2021-11-ticket-133359.jpg|thumb|none|800px|The new IP restrictions are placed under the user roles.]]
<!--133359 - Add the ability to set an IP restriction for logins-->
===Major Updates=======TitleAdded Ability to Customize the Unlink Message for ORCID====DescriptionA 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'''.
[[File:2022-03-ticket-123794.jpg|thumb|none|800px|Systems using ORCID now have the ability to customize messaging around the <strong>Unlink Account</strong> button.]]<!--Ticket123794 - Ability to edit ORCID Unlink Account Message-->
===Minor Updates=======TitleAdded Default Layout for Advanced Data Tables====DescriptionAdded a new “Page Layout” setting for the custom field '''Special - Advanced 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 field of type '''Special --Ticket-->Advanced Data Table'''. For the new option '''Page Layout''', select "Default". This will surface the new setup options for '''Page Title''' and '''Page Instructions'''. The '''Section Builder''' has also been updated to include new options for '''Display Order''' (under the '''Section Details''' tab) and '''Visibility Condition''' (under the '''Permissions and Availability''' tab).
===Major Updates=======Enhancements to Media LibraryAdded Auto-Population Button for Custom Field Translations====Added a button called '''Populate from Field''' on the ability custom field translations screen. This convenience feature allows you to display media thumbnails and play video and audio media directly from populate the list viewtranslation you are currently working on with placeholder data. Also added It pulls the placeholder values from the ability to display media thumbnails in reportsbase field for context. To configuresee this new button, navigate go to the desired '''Upload - Multiple Files StorageUTA Settings''' > '''Level One''' tab > '''Custom Fields''' > Edit a custom field which has > Click the '''Enable Media LibraryCustom Field Translation Settings''' toggled on and then toggle button on the top action bar > Select a language > Click the '''Enable Media Thumbnails in List ViewsPopulate from Field'''button.<!--127725 - Be able to show the public URL to videos and audio from the media library in list views and reports.-->
[[File:20212022-1103-ticket-127725125057-1.png|thumb|none|800px|Media library thumbnails as seen The new button is located on a list view with video playing inlinethe <strong>Custom Field Translation Settings</strong>.]]<!--125057 - Advanced Data Table- make it simple (Default Layout)-->
====Enhancements Added Routing Options to Impact Mapsthe Create New Activity Workflow Task Type====Enhanced '''Impact Maps''' It’s now easier to assign users to newly created activities without the need to create specific UTA roles. This change applies to include system filters, custom messaging, aggregation all workflow types, currency and precisionrelated to a specific tracking application. To configure the impact mapview this setting, go to '''UTA SettingsWorkflows''' > Edit a workflow > Create or edit a task of type '''Level 1/2Create New Activity''' tab > '''Impact MapsCreate for Users Assigned as'''.<!--88956 - Impact Map Feature Enhancements-->This gives you the option to assign the tasks to users based on either their UTA roles or if they are assigned as the owner.
[[File:20212022-1103-ticket-88956-1125349.pngjpg|thumb|none|800px|The <strong>Impact Map</strong> Workflow tasks that create new activities can now include system filters, custom messaging, aggregation types, currency and precision settingsbe assigned to the user in the owner or person fields.]]<!--125349 - Suggestion: Allow 'Create New Activity' workflow task to refer to non-UTA role assignement targets-->
====Updated Report Export to Chain Scheduled ExportsAdded Pre-Processing for JSON Files in Autoloader====Added ability Updated autoloader to run a report export directly after the currently scheduled report exportinclude pre-processing for JSON file types. This gives you the ability To see this option, go to chain scheduled reports together. The new setting is called '''Sequential Report ExportMenu Icon''' and can be configured by going to > '''Menu IconAutoloaders''' > Edit an autoloader > Set the '''ReportsFile Type''' to "JSON"> Edit desired report > Click the '''ExportProcess''' tab in left navigation > '''Scheduled ExportFile Pre-Processing''' tab<!--126767 - Ability to chain scheduled exported reports-->.
<!--125883 - Additional Feature for JSON format in autoloader-->====Updated Line Chart Custom Field Added Support for Multiple LinesDun & Bradstreet Integration====Updated the '''Special - Chart''' custom field to allow multiple series on the y-axis. To use, navigate We have extended <code>ssGet()</code> variable syntax to the configuration settings of any '''Special - Chart''' custom fieldsupport Dun & Bradstreet API calls. When '''Data Type''' is set to '''Records related to object''' and '''Chart Type''' is set to '''Line''', you will see a plus icon under '''Y-Axis''' This watchlist scanning integration requires that allows you to add multiple linesbring your own license.<!--126630 129109 - Allow Multiple Lines on Line Chart Custom FieldD&B Watch List Scanning Integration-->
===Minor Updates=Notes for Admins======Added Login Link and Email Confirmation Options on Signup PagesNew Request Method to Workflow Task Type====Added the ability to include a login link on signup pages for users who already have an existing account. For example, if If you create 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 workflow task of creating another account. To configure the link, navigate to '''Global Settings''' > '''Users''' or '''Company''' tab > '''Signup Pagestype ''' > Edit an existing signup page > Toggle on Web Service – RESTful Request'''Display Login Link on Page'''. To redirect to an existing signup page, enter “''Already you now have an account? Login''” for the option to choose '''Link TextDelete''' and enter “''/s_Loginas the request method.jsp”<!--132904 - Make available request method 'Delete' for '''Link URL'''.to workflow Task Type : Web Service RESTful Request-->
====Added Status Filter Lookups to Customer and Branch Standard FieldMedia Library Thumbnail Rotation====Updated Image thumbnails as seen in the media library ('''CustomerUpload – Multiple Files Storage''' and '''Branch''' standard custom field by adding the ability to filter lookups by status) are now being rotated based on EXIF orientation. To configure, navigate to '''UTA Configuration Settings''' > '''Level 1''' tab > '''Standard Fields''' > Edit '''Customer''' or '''Branch''' > Scroll down to Images uploaded after the '''Lookup Filter''' sectionupgrade will now get automatically rotated thumbnails.<!--122198 - Customer Standard field does not have a feature to filter by Organization status134555-->
====Added Ability to Display Checkboxes and Radio Buttons in View Mode and in PDFsUser Groups====Added the ability to easily display checkboxes and radio buttons in view mode and in PDFsrestrict access to user group settings pages. To enablesee the new permission, go navigate to the desired '''Select One – Radio ButtonsGlobal Settings''' > '''Security''' tab > '''System Feature Permissions''' or > '''Select Many – CheckboxesFeatures''' custom field and toggle on tab > '''Show Checkboxes/Radio Buttons in View ModeUser Group – Manager'''. You can easily toggle this setting on for many fields at once by using the custom field batch update and specifically selecting These settings will continue to be available to '''Show Checkboxes/Radio ButtonsGlobal Administrators''' in regardless of permissions set. We also fixed an issue with the side paneluser group search where you could not search external users.<!--125931 - Checkboxes not displaying properly in PDF133837, 134182-->
====Extended Ability to Create Custom Buttons to Portal Section TypesEdit Profiles Via Links====Extended the ability When a user clicks a link configured to easily create custom buttons on various portal section types. This ability was originally only available for edit an '''Organization''' or '''BannerUser''' type sectionsprofile, if the user has view permission, they will now see the profile in view mode when they previously saw an "Access Denied" message.<!--59652 - Ability to add buttons inside portal section (no script)134746-->
====Enhancement for Presenting Consumer Creation Buttons on RecordsUpdated Libraries====Added the ability Updated jQuery UI Libraries to determine when and where to present a consumer creation button on a record1.13. 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 condition1.<!--111440 - Consumer Creation Buttons - Feature Enhancement-->
==Notes for Admins==Advanced Search with Modified By====Updates Added ability to Workflows====Updated the default search using '''Connect ToModified By''' 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 Level 1 list view '''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 ActivitiesAdvanced Search'''.<!--125555 - Workflow connectors default Connect To Complete-133571-><!--126079 - Workflow statuses in the 'Termination Trigger' should include the UTA name-->
====Added Indexing Option for List Views Using Quick Load SettingAutoloader Process and Configuration Error Logs====Added a new option to enable indexing Logs located in the following locations will now show items for list views utilizing only the past 3 months.Menu icon > '''Enable Quick LoadGort Automation''' 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 Autoloader Process (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 Process/Failed)'''PropertiesMenu icon > ''' tab and toggle on Global Settings'''Enable Quick Load> '''. You will then see an additional toggle labelled Configuration Error Log'''Enable Indexing'''.<!---133958--->
====Added Total Send Limit on EmailsValidation of File Names with Single Quotes====Added Fixed an issue where if a send limit on workflow generated emails and emails created in batch (Example: group emails, email broadcasts, etc) if an SMTP relay is not in use. If more than 25file has single quotes,000 total emails are successfully sent within 24 hours, additional emails it will remain cause errors in validation when the queue until '''Description''' field is enabled on the total number of sent emails within the past 24 hours drops below 25,000 emails'''Upload - Multiple Files Storage''' custom field.<!---134186--->
====Added Hourly API Call LimitArchiving Activities====Added an API call limit per past hour. API calls in excess of 1000 per instance within the past hour will receive an error and Standard field '''Associated Parent''' will now be blocked from using the API until the total API call count available in the last hour drops below the limit. This limit can be changed on the root instance of a dedicated environmentactivities file when archiving.<!--125991 - Throttle API calls134833--->
====Updates to GuideStar UTA File 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''' > '''Global Settings''' > '''Integrations''' tab > '''GuideStar SearchUTA Administrators'''will now have access to the UTA file search feature.<!--121944 - Guidestar Candid API integration update134843--->
==Service Packs==
===February 17th June 9th 2022 (202202202206.0201)===
====Fixes====
* Fixed an issue with where the '''Report Builder Criteria''' where functions such as IN () or NOT IN () wouldn't be accepted if there annotation pop-up panel was a space character before the opening parenthesis. Both variations of being displayed behind the syntax will now be acceptedfooter bar.
<!-- 134907 137314 - BUG: Report Criteria function syntax Annotation Unavailable for some fields -->* Fixed an issue where the '''Deny Add Field''' was not being applied on the '''Association''' standard field when the '''Use Classic Association Entry View''' was toggled off under '''Global Settings''' > '''Classic Options''' tab. <!-- 137734 - Lookups People and organizations in associations 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. <!-- 137312 - System changes language randomly -->* Fixed an issue where a custom batch update button used to assign group contacts to a record was not applying the selected roles. <!-- 126675 - 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. <!-- 137188 - Media library search in portals not working as expected -->* Updated the default display size of the '''Upload - Image''' fields on web page views to be 500 pixels wide. <!-- 136852 - Additional issue - Display of image upload field in application pdf #135922 -->* Minor additions, bug fixes and security enhancements. <!-- 136978 - Vulnerable Library - jquery-confirm --><!-- 136540 - HP Fortify - Missing invitetoken Encoding -->====Other Changes====* Added a new setting to flag organizations into acting structurally like a holding folder rather than a true organization with hierarchy permissions. Users assigned to this organization would be restricted from seeing any other user or organization profiles except for their own. This feature prevents inadvertent security breaches. To set this flag, go to '''Menu Icon''' > '''Organizations''' > Edit an '''Organization''' > '''Actions''' > '''Edit Categories and Access''' > Toggle on '''Container'''.<!-- 135759 - Ability to flag organization as container --> * Added a new setting to the '''Lookup - Autocomplete Options''' custom field that allows any entity profile links to be restricted by role. To set this up, create or edit an existing '''Lookup Autocomplete Options''' custom field and toggle on '''Enable Dynamic Content'''. Once toggled, a new role lookup will be surfaced called '''Restrict Entity Link'''. <!-- 136422 - Missing Restrict Organization Open link in the lookup field -->* Updated the CKEditor for rich text to version 4.19.0. <!-- 137563 - Netcraft Pentest Scan - V1. Outdated JavaScript libraries - CKEditor -->===February 11th May 19th 2022 (202202202205.0103)===
====Fixes====
* Fixed an issue where records were staying locked even though the user status dropdown was no longer editing populated again on load and losing the recordselected stored value. <!-- 137273 - Deliverable status did not change to 'past due' after the due date has passed -->
<!-- 137328 - P3 Script not working -->===May 12th 2022 (202205.01)=======Fixes====* Fixed an encoding issue for M4A audio files that where mobile file uploads were not being processed because the file type extension was preventing playbackcase-sensitive and was rejecting valid file types with capitalized extensions (Example: .MOV instead of .mov).
<!-- 132816 136613 - Audio File Playback Issue -->====Other Changes====<!-- 132962 - Workflow History incomplete video upload on mobile phone -->* Updated Fixed an issue with variable processing on group emails where a variable in the '''Text Box - Multiple Line''' custom field to only convert line break characters into HTML break tags in form fields to preserve line breaks in scenarios such body of the email displayed the value of the first record as when variables are processed in a Word Mergethe value for all records.
<!-- 133059 137005 - Field Type: Text Box - Multiple Line Group Email Didn't Pull Correct Information -->* Updated report query API calls to display a maximum Fixed an issue with '''Word Merge''' where tables were not displaying if the Word document template contained multiple sections separated by page breaks. '''Word Merge''' will now look at the index of tables in the whole document instead of 10,000 records per callmultiple sections separated by page breaks.
<!-- 132607 108722 - API 10,000 Record Limit Question Can't get tables in Word merge -->* Updated '''System Performance Summary''' severity from “Medium” to “Low” when parent syntax is used inside list syntax. A check for the behavior number of occurrences of new consumer record creation to redirect the user back to the parent record when creating a publication from a consumer UTAlist syntax, sslogic, sscalculation, and '''ReportProperty''' was also introduced.
<!-- 132966 124260 - After creation of new consumer, screen is not redirect back to the consumerL1. System Performance Summary -->* Updated security matrixes to prompt users when Fixed an issue where a change is made. The reason status trigger for a Provider UTA triggered on a specific Consumer UTA also changed the change must be entered before the update will take effect. By default, an email will also be sent to all '''System Administrators''' notifying them status of the change. You can adjust who receives the notification email by going to '''Global Settings''' > '''Security''' > '''Security Matrix Updates - Users to Notify'''other Consumer UTAs.
<!-- 129533 133817 - Additional Audit Provider's status trigger on Security Matrix specific consumer UTA also changes status on the other Consumer UTA -->* Updated fields using Fixed an issue with the instruction text on the '''Contact''' standard field on the '''Custom Lookup OptionsOrganization''' so that profile not using the defined translation settings based on the selected result can be returned during a list view search querylanguage preferences.
<!-- 133093 135252 - Searching Fields that use Custom lookup Options Instructions Translation on Org Contacts Standard field not displaying. -->* Updated list view record visibility conditions for users who are added to a UTA record role Fixed an issue with a the '''DenyText Box - Multiple Line''' permission applied. These users will no longer be able to see the record custom field used in their list viewsconjunction with '''DocuSign''' where line breaks were not being preserved.<!-- 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 the look of the server maintenance and''' Record Lock''' messages.<!-- 94811 - record lock on level 1 looks poor / 86355 - server maintenance message -->* Added ability to cancel e-signatures requests via workflow.<!-- Added ability to cancel e-signatures requests via workflow. -->* Added tooltips to future enhancementsthe left hand navigation captions on record pages so the full caption can be read in the tooltip if it gets truncated.<!-- 136231 - UI issue around standard field tabs on left hand side -->
===December 13th 2021 April 21st 2022 (202111202204.0502)===
====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. <!-- 135157 - Signup Page for UTA Invitations not adding role correctly.-->* 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 -->* Fixed an issue related to the '''People''' list view when the Catalan language was selected. <!-- 136223 - Portal doesn't work in catalan language -->* Fixed an issue related to the country and state options when the Japanese language was selected. <!-- 136137 - Country and State options showing in English when they should be in Japanese -->* Updated the predefined options in a dropdown the''' State''' / '''Province''' standard field that for the country Scotland. <!-- 136003 - List of states for Scotland not correct -->* Fixed an issue where the current date variable (<code>@datetime(currentdate)@</code>) was not resolving in scheduled export files. <!-- 136549 - Current date variable not resolving in scheduled export file -->* Fixed an issue with the [https://api.smartsimplebk.com/devtools/api.html API dev tool] where API samples were not loading. <!-- 136843 - API.smartsimple is blank-->====Other Changes====* Updated certain parameters for internet enabled dynamic content were being limitedtemplates to match the parameters of regular record pages to enable SmartCheck validation to run as expected.
<!--133264 136706 - Drowdown fields SmartCheck validation not showing pre defined options anymore working on online form-->* Fixed an issue where certain fields on GuideStar Charity Check Field were not populating due to a recent change in the GuideStar API data structure.
====Fixes====
* Fixed an issue where options from the line breaks were not being preserved for '''Lookup Text Box - Autocomplete OptionsMultiple Line''' custom field did not have fields when used as a variable and exported as a PDF from a hard limit on how many were displayed when dynamic content was enabled. The query will now only display the first set of options based on the user’s personal setting for '''Auto Complete Number of Records DisplayedWeb Page View'''.
<!--132911 135635 - Unable to create a SAR (Service Activity Record)URGENt - Review Manager - External Review -->* Fixed an issue with the display of status history and the stamped IDs in workflows and transactions. When an '''Update Standard Field''' workflow is triggered, the old status and ID will be displayed instead of “No Status” Minor additions and a zero ID.bug fixes
====Other Changes====
* Added a Hebrew language option and updates to several 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. <!-- 136011 - URLs with Alternate Pages -->* Updated the behaviour of how changes are applied to fields using '''Dynamic Field Visibility ControlText Box - Multiple Lines'''field on emails to preserve line breaks for content processed from variables. This change applies for both email composition and for workflow-generated emails. When an option is changed in a branch, it will copy its sub <!-- 136093 - Auto generated emails --branches >* Updated the YUI Library for file uploads to a new branch and delete version 3.18.1. <!-- 135132 - Update Build - YUI Library -->* Updated the old branch CKEditor for rich text to ensure consistency and prevent potential problems when relocating parent fields/optionsversion 4.17.2.<!--132047 135133 - Update Build - Dynamic Field Visibility Control errorCKEditor 4 -->
* Updated the length limit of the number of statuses allowed on termination triggersSelect2 plug-in to version 4.0.13.
<!--133021 135134 (Update Build - Select2 4) -->* Deprecated the '''Portal''' link found under the '''User Menu'''. <!-- Unable to Update/Save Workflow Termination Triggers if More than 42124674 - Deprecate the Portal Link under the user menu --> ===November 26th 2021 March 24th 2022 (202111202203.03)===
====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.
<!-- 132825 135799 - Authenticated Member Config Contact lookup page is blank Unable to edit user personal filter-->* 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
<!-- 135810 - 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
<!--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-->