Difference between revisions of "Template:March2022Upgrade"

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	==General Details==		==General Details==
	===Upgrade Dates===		===Upgrade Dates===
−	Public Cloud Production release date: '''November 11 2021'''<br />	+	Public Cloud Production release date: '''March 10 2022'''<br />
−	Public Cloud Backup release date: '''October 26 2021'''	+	Public Cloud Backup release date: '''March 1 2022'''
−	Private Cloud Production (Managed Upgrades) release date: '''November 25 2021'''<br />	+	Private Cloud Production (Managed Upgrades) release date: '''March 24 2022'''<br />
−	Private Cloud Backup (Managed Upgrades) release date: '''November 11 2021'''	+	Private Cloud Backup (Managed Upgrades) release date: '''March 10 2022'''
−	==Overview==	+	==Global System Upgrades==
−	Watch this video to get a general overview of the new features in this release.	+	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 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''':
		+	===Major Updates===
		+	There are no major on-demand updates for this upgrade.
−	''To watch this video in full screen, please click on the '''full screen''' button on the bottom right.''	+	===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-->
−	==Global System Upgrades==	+	====Added Ability to Choose Type as Icon Color for Level 1 List Views====
−	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 their server:	+	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 3s had the option to choose. To see the new setting called '''Color Code Based On''', navigate to the configuration screen of 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.
		+
		+	[[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-->
		+
		+	====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'''.
		+
		+	[[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.]]
		+	<!--123794 - Ability to edit ORCID Unlink Account Message-->
		+	====Added Default Layout for Advanced Data Tables====
		+	Added 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 - 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).
		+	[[File:2022-03-ticket-125057.jpg|thumb|none|800px|A new default layout for <strong>Advanced Data Tables</strong> makes them easier to set up.]]
		+	<!--125057 - Advanced Data Table- make it simple (Default Layout)-->
−	===Major Updates===	+	====Added Auto-Population Button for Custom Field Translations====
−	====Title====	+	Added a button called '''Populate from Field''' on the custom field translations screen. This convenience feature allows you to populate the translation you are currently working on with placeholder data. It pulls the placeholder values from the base field for context. To see this new button, go to '''UTA Settings''' > '''Level One''' tab > '''Custom Fields''' > Edit a custom field > Click the '''Custom Field Translation Settings''' button on the top action bar > Select a language > Click the '''Populate from Field''' button.
−	Description.
−	<!--Ticket-->	+	[[File:2022-03-ticket-125057-1.png|thumb|none|800px|The new button is located on the <strong>Custom Field Translation Settings</strong>.]]
		+	<!--125057 - Advanced Data Table- make it simple (Default Layout)-->
−	===Minor Updates===	+	====Added Routing Options to the Create New Activity Workflow Task Type====
−	====Title====	+	It’s now easier to assign users to newly created activities without the need to create specific UTA roles. 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 option to assign the tasks to users based on either their UTA roles or if they are assigned as the owner.
−	Description.
−	<!--Ticket-->
−	==On-Demand System Upgrades==	+	[[File:2022-03-ticket-125349.jpg|thumb|none|800px|Workflow tasks that create new activities can now be assigned to the user in the owner or person fields.]]
−	The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a '''Global Administrator''':	+	<!--125349 - Suggestion: Allow 'Create New Activity' workflow task to refer to non-UTA role assignement targets-->
−	===Major Updates===	+	====Added Pre-Processing for JSON Files in Autoloader====
−	====Title====	+	Updated autoloader to include pre-processing for JSON file types. To see this option, go to '''Menu Icon''' > '''Autoloaders''' > Edit an autoloader > Set the '''File Type''' to "JSON"> Click the '''Process''' tab > '''File Pre-Processing'''.
−	Description.
−	<!--Ticket-->
−	===Minor Updates===	+	<!--125883 - Additional Feature for JSON format in autoloader-->
−	====Title====	+	====Added Support for Dun & Bradstreet Integration====
−	Description.	+	We have extended <code>ssGet()</code> variable syntax to support Dun & Bradstreet API calls. This watchlist scanning integration requires that you bring your own license.
−	<!--Ticket-->	+	<!--129109 - D&B Watch List Scanning Integration-->
	==Beta Previews==		==Beta Previews==
−	====(Beta) Updated Question Set Builder with Randomized Question Order and Answer Scoring====	+	No features are available for beta preview this upgrade.
−	Added the ability to randomize the display of question subsets using the '''Special - Question Set''' custom field on a Level 2. To enable the randomization feature, navigate to '''UTA Configuration Settings''' > '''Level 2''' tab > Edit the desired '''Special - Question Set''' custom field and toggle on '''Randomize'''.	+
		+	==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.
		+	<!--132904 - Make available request method 'Delete' to workflow Task Type : Web Service RESTful Request-->
−	Two new attributes have also been added to the custom field for scoring user answers:''' Correct Answer '''and '''Score'''. 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>@level2.mycustomfield@="@evaluate_score()@";</code>	+	====Updates to Database Schema and Maintenance====
		+	Behind the scenes updates to connectors and database schema.
		+	<!--116272 - Database Schema Change and Maintenance-->
−	<u>'''Note:'''</u> Only new Level 2 records will be affected.	+	====Improved Password Rendering====
−	<!--121853 - Randomization of test questions-->	+	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. Previously there was no visual indication that a password was present and saved.
−	<!--130455 - Question Set Scoring-->	+
		+	[[File:2021-03-ticket-131982.jpg|thumb|none|800px|Updates were made to password rendering for greater clarity.]]
		+	<!--131982 - SMTP password-->
		+
		+	====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 get automatically rotated thumbnails.
		+	<!--134555-->
		+
		+	====User Groups====
		+	Added ability to restrict access to user group settings pages. To see the new permission, navigate to '''Global Settings''' > '''Security''' tab > '''System Feature Permissions''' > '''Features''' tab > '''User Group – Manager'''. These settings will continue to be available to '''Global Administrators''' regardless of permissions set. We also fixed an issue with the user group search where you could not search external users.
		+	<!---133837, 134182-->
		+
		+	====Archive Schedule Start Time====
		+	'''Archive Schedules''' will now start running at 15 minutes after the hour instead of on the hour.
		+	<!--133586-->
		+
		+	====Edit Profiles Via Links====
		+	When a user clicks a link configured to edit an '''Organization''' or '''User''' profile, if the user has view permission, they will now see the profile in view mode when they previously saw an "Access Denied" message.
		+	<!---134746-->
		+
		+	====System Call Task Added to User Workflows====
		+	The '''System Call''' task is now available for '''User Workflows'''.
		+	<!---134078-->
		+
		+	====Updated Libraries====
		+	Updated jQuery UI Libraries to 1.13.1.
		+
		+	Updated JQuery version to 3.6.0 and JQuery Migrate to 1.4.1
		+
		+	Updated Highcharts to version 9.3.2
		+	<!---134198, 134902, 132312--->
		+
		+	====Translations====
		+	Fixed some issues around saving translation settings.
		+	<!---134346, 135271. 134768--->
		+
		+	====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 password and confirmation password values.
		+	<!---132176--->
−	==Notes for Admins==	+	====Advanced Search with Modified By====
−	====Updates to Workflows====	+	Added ability to search using '''Modified By''' in Level 1 list view '''Advanced Search'''.
−	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'''.	+	<!---133571--->
−	<!--125555 - Workflow connectors default Connect To Complete-->
−	<!--126079 - Workflow statuses in the 'Termination Trigger' should include the UTA name-->
−	====Added Indexing Option for List Views Using Quick Load Setting====	+	====Autoloader Process and Configuration Error Logs====
−	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'''.	+	Logs located in the following locations will now show items for only the past 3 months.
		+	Menu icon > '''Gort Automation''' > '''Autoloader Process (in Process/Failed)'''
		+	Menu icon > '''Global Settings''' > '''Configuration Error Log'''
		+	<!---133958--->
−	<u>'''Note:'''</u> If list views with these settings are selected in portals, you will be restricted to using a single search criterion.	+	====Autoloader and Report Notifications====
−	<!--128415 - List view fast searching performance improvements-->	+	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 > '''Email Options and Security''' > '''Enable Default From Address'''.
		+	<!---134000--->
−	====Added Total Send Limit on Emails====	+	====Validation of File Names with Single Quotes====
−	Added 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 25,000 total emails are successfully sent within 24 hours, additional emails will remain in the queue until the total number of sent emails within the past 24 hours drops below 25,000 emails.	+	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 - Multiple Files Storage''' custom field.
		+	<!---134186--->
−	<u>'''Note:'''</u> Emails related to account registration will be unaffected.	+	====Test To Production (T2P)====
−	<!--114639 - Need to rate limit and quota limit sending of emails-->	+	Some unneeded tables are no longer included in the T2P comparison.
		+	<!---134553--->
−	====Added Hourly API Call Limit====	+	====Archiving 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 will be blocked from using the API until the total API call count in the last hour drops below the limit. This limit can be changed on the root instance of a dedicated environment.	+	Standard field '''Associated Parent''' will now be available in the activities file when archiving.
−	<!--125991 - Throttle API calls-->	+	<!---134833--->
−	====Updates to GuideStar Search API====	+	====UTA File Search====
−	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 Search'''.	+	'''UTA Administrators''' will now have access to the UTA file search feature.
−	<!--121944 - Guidestar Candid API integration update-->	+	<!---134843--->
	==Service Packs==		==Service Packs==
−	===February 17th 2022 (202202.02)===	+	===June 9th 2022 (202206.01)===
	====Fixes====		====Fixes====
−	* 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 the opening parenthesis. Both variations of the syntax will now be accepted.	+	* Fixed an issue where the annotation pop-up panel was being displayed behind the footer bar.
−	<!-- 134907 - BUG: Report Criteria function syntax issue -->	+	<!-- 137314 - Annotation Unavailable for some fields -->
−	===February 11th 2022 (202202.01)===	+	* 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 -->
		+	===May 19th 2022 (202205.03)===
	====Fixes====		====Fixes====
−	* Fixed an issue where records were staying locked even though the user was no longer editing the record.	+	* Fixed an issue where the status dropdown was populated again on load and losing the selected stored value.
−	<!-- 132761 - Record Lock issue -->	+	<!-- 137273 - Deliverable status did not change to 'past due' after the due date has passed -->
−	* Updated the '''History''' tab on Workflow record pages to display historical items more than 2 years old in a new tab called '''Archive'''.
−	* Fixed an encoding issue for M4A audio files that was preventing playback.
−	<!-- 132816 - Audio File Playback Issue -->	+	===May 16th 2022 (202205.02)===
−	====Other Changes====	+	====Fixes====
−	<!-- 132962 - Workflow History incomplete -->	+	* 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 triggered point.
−	* Updated 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 as when variables are processed in a Word Merge.	+
		+	<!-- 137328 - P3 Script not working -->
		+	===May 12th 2022 (202205.01)===
		+	====Fixes====
		+	* Fixed an issue where mobile file uploads were not being processed because the file type extension was case-sensitive and was rejecting valid file types with capitalized extensions (Example: .MOV instead of .mov).
		+
		+	<!-- 136613 - video 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.
−	<!-- 133059 - Field Type: Text Box - Multiple Line -->	+	<!-- 137005 - Group Email Didn't Pull Correct Information -->
−	* Updated report query API calls to display a maximum of 10,000 records per call.	+	* 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 multiple sections separated by page breaks.
−	<!-- 132607 - API 10,000 Record Limit Question -->	+	<!-- 108722 - Can't get tables in Word merge -->
−	* Updated the behavior of new consumer record creation to redirect the user back to the parent record when creating a publication from a consumer UTA.	+	* Updated '''System Performance Summary''' 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 '''ReportProperty''' was also introduced.
−	<!-- 132966 - After creation of new consumer, screen is not redirect back to the consumerL1. -->	+	<!-- 124260 - System Performance Summary -->
−	* Updated security matrixes to prompt users when a change is made. The reason for 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 of the change. You can adjust who receives the notification email by going to '''Global Settings''' > '''Security''' > '''Security Matrix Updates - Users to Notify'''.	+	* Fixed an issue where a status trigger for a Provider UTA triggered on a specific Consumer UTA also changed the status of other Consumer UTAs.
−	<!-- 129533 - Additional Audit on Security Matrix -->	+	<!-- 133817 - Provider's status trigger on specific consumer UTA also changes status on the other Consumer UTA -->
−	* Updated fields using '''Custom Lookup Options''' so that the selected result can be returned during a list view search query.	+	* Fixed an issue with the instruction text on the '''Contact''' standard field on the '''Organization''' profile not using the defined translation settings based on the selected language preferences.
−	<!-- 133093 - Searching Fields that use Custom lookup Options -->	+	<!-- 135252 - 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 with a '''Deny''' permission applied. These users will no longer be able to see the record in their list views.	+	* Fixed an issue with the '''Text Box - Multiple Line''' custom field used in conjunction 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 -->
−	===January 25th 2022 (202111.07)===	+	<!-- 135939 - Health Award Letters not populating correctly. -->
−	====Other Changes====	+	* Fixed an issue where the '''Start Date''' and '''End Date''' standard fields were not updated when using the '''Quick Edit''' feature.
−	* Made minor additions related to future enhancements.
−	===January 24th 2022 (202111.06)===	+	<!-- 135763 - QA Issue: Unable to update the start date using Quick Edit -->
	====Other Changes====		====Other Changes====
−	* Made minor additions related to future enhancements.	+	* 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 the 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 (202111.05)===	+	===April 21st 2022 (202204.02)===
	====Fixes====		====Fixes====
−	* Fixed an issue where the predefined options in a dropdown field that enabled dynamic content were being limited.	+	* 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.
−	<!--133264 - Drowdown fields not showing pre defined options anymore -->	+	<!-- 136223 - Portal doesn't work in catalan language -->
−	* 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.	+	* Fixed an issue related to the country and state options when the Japanese language was selected.
−	<!--133014 - Nov. Software Upgrade Glitch: Charity Check Field No Longer Displays on Screen-->	+	<!-- 136137 - Country and State options showing in English when they should be in Japanese -->
−	* Fixed an issue with the '''Question Set Builder''' field where the mandatory validation message was preventing uploads to a multiple file upload field.	+	* Updated the options in the''' State''' / '''Province''' standard field for the country Scotland.
−	<!--For 133206 - Uploads issues via Special - Question Set Builder -->	+	<!-- 136003 - List of states for Scotland not correct -->
−	===December 9th 2021 (202111.04)===	+	* 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 templates to match the parameters of regular record pages to enable SmartCheck validation to run as expected.
		+
		+	<!-- 136706 - SmartCheck validation not working on online form-->
		+
		+
		+	===April 14th 2022 (202204.01)===
	====Fixes====		====Fixes====
−	* Fixed an issue where options from the '''Lookup - Autocomplete Options''' custom field did not have 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 Displayed'''.	+	* 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'''.
−	<!--132911 - Unable to create a SAR (Service Activity Record)-->	+	<!-- 135635 - 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” and a zero ID.	+	* Minor additions and bug fixes
−	<!--132307 - Merck Status history showing a zero id-->
	====Other Changes====		====Other Changes====
−	* Updated 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 the old branch to ensure consistency and prevent potential problems when relocating parent fields/options.	+	* Added a Hebrew language option and updates to several translation files.
−	<!--132047 - Dynamic Field Visibility Control error-->	+
		+	<!-- 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 '''Text 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.
		+
		+	<!-- 136093 - Auto generated emails -->
		+	* Updated the YUI Library for file uploads to version 3.18.1.
		+
		+	<!-- 135132 - Update Build - YUI Library -->
		+	* Updated the CKEditor for rich text to version 4.17.2.
		+	<!-- 135133 - Update Build - CKEditor 4 -->
−	* Updated the length limit of the number of statuses allowed on termination triggers.	+	* Updated the Select2 plug-in to version 4.0.13.
−	<!--133021 - Unable to Update/Save Workflow Termination Triggers if More than 42-->	+	<!-- 135134 (Update Build - Select2 4) -->
−	===November 26th 2021 (202111.03)===	+	* Deprecated the '''Portal''' link found under the '''User Menu'''.
		+
		+	<!-- 124674 - Deprecate the Portal Link under the user menu -->
		+
		+
		+	===March 24th 2022 (202203.03)===
	====Fixes====		====Fixes====
−	* Fixed an issue with the contact lookup on the '''Authenticated Member Configurations''' page which was displaying a blank modal.	+	* Fixed an issue on the '''Contacts''' tab of the Level 1 record where the contact lookup modal was not closing after selecting a user.
−	<!-- 132825 - Authenticated Member Config Contact lookup page is blank -->	+	<!-- 136108 - QA Issue: Not able to add Contacts to UTA records using Lookup button -->
−	* 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	+	* Fixed an issue with editing personal filters where navigating to '''User Menu''' > '''Filters''' would display an “Access Denied” message.
−	<!-- 132825 - Authenticated Member Config Contact lookup page is blank -->	+	<!--135799 - Unable to edit user personal filter-->
−	* 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 the Organization/User profiles -->
		+	===March 17th 2022 (202203.02)===
		+	====Fixes====
		+	* Fixed an issue with the display of consumer list views when a new column was added.
−	===November 25th 2021 (202111.02)===	+	<!-- 135810 - PAI - Consumer list view is broken on Program Manager-->
−	====Fixes====	+	* 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
−	* Fixed an issue in the list view of the '''UTA Consumer/Provider''' 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 the '''Provider/Consumer UTA Security Matrix'''.	+
		+	<!--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.
		+
		+	<!--135375 - First page in SmartFields WPV on L1 isn't showing header-->
		+	* Fixed an issue with SmartCheck validation configuration where clicking '''Add to Source''' button in the '''Code Builder''' was displaying a blank tab.
−	<!--132274 - Provider/Consumer list views are not restricting results based on security matrix-->	+	<!--135276 - Add to Source not working when configuring SmartCheck Validation-->
−	====Other Changes====	+	* Fixed an issue with error messaging for the '''Website''' standard field on organizations where custom validation messages were not appearing as expected when custom SmartCheck validation was used.
−	* Updated the '''Special - Advanced Data Table''' 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 on a list of Level 2 UTA Providers, type: <code>[#(?(object =utaproviderL2;preservelinebreak=1)$123456$#]</code> , where 123456 is the Custom Field ID. Without this clause, line breaks will be converted to HTML break tags.
−	<!-- 132124 - HTML tags showing in Word Merge-->	+	<!--134871 - Org Website standard field validation-->

---

Latest revision as of 12:04, 28 June 2022

General Details

Upgrade Dates

Public Cloud Production release date: March 10 2022
Public Cloud Backup release date: March 1 2022

Private Cloud Production (Managed Upgrades) release date: March 24 2022
Private Cloud Backup (Managed Upgrades) release date: March 10 2022

Global System Upgrades

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 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.

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.

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 Question Set Builder custom field page.

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 3s had the option to choose. To see the new setting called Color Code Based On, navigate to the configuration screen of a Level 1 list view.

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.

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.

Added Default Layout for Advanced Data Tables

Added 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 - 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).

Added Auto-Population Button for Custom Field Translations

Added a button called Populate from Field on the custom field translations screen. This convenience feature allows you to populate the translation you are currently working on with placeholder data. It pulls the placeholder values from the base field for context. To see this new button, go to UTA Settings > Level One tab > Custom Fields > Edit a custom field > Click the Custom Field Translation Settings button on the top action bar > Select a language > Click the Populate from Field button.

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. 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 option to assign the tasks to users based on either their UTA roles or if they are assigned as the owner.

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 > Edit an autoloader > Set the File Type to "JSON"> Click the Process tab > File Pre-Processing.

Added Support for Dun & Bradstreet Integration

We have extended ssGet() variable syntax to support Dun & Bradstreet API calls. This watchlist scanning integration requires that you bring your own license.

Beta Previews

No features are available for beta preview this upgrade.

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.

Updates to Database Schema and Maintenance

Behind the scenes updates to connectors and database schema.

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. Previously there was no visual indication that a password was present and saved.

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 get automatically rotated thumbnails.

User Groups

Added ability to restrict access to user group settings pages. To see the new permission, navigate to Global Settings > Security tab > System Feature Permissions > Features tab > User Group – Manager. These settings will continue to be available to Global Administrators regardless of permissions set. We also fixed an issue with the user group search where you could not search external users.

Archive Schedule Start Time

Archive Schedules will now start running at 15 minutes after the hour instead of on the hour.

Edit Profiles Via Links

When a user clicks a link configured to edit an Organization or User profile, if the user has view permission, they will now see the profile in view mode when they previously saw an "Access Denied" message.

System Call Task Added to User Workflows

The System Call task is now available for User Workflows.

Updated Libraries

Updated jQuery UI Libraries to 1.13.1.

Updated JQuery version to 3.6.0 and JQuery Migrate to 1.4.1

Updated Highcharts to version 9.3.2

Translations

Fixed some issues around saving translation settings.

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 password and confirmation password values.

Advanced Search with Modified By

Added ability to search using Modified By in Level 1 list view Advanced Search.

Autoloader Process and Configuration Error Logs

Logs located in the following locations will now show items for only the past 3 months. Menu icon > Gort Automation > Autoloader Process (in Process/Failed) Menu icon > Global Settings > Configuration Error Log

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 > Email Options and Security > Enable Default From Address.

Validation of File Names 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 - Multiple Files Storage custom field.

Test To Production (T2P)

Some unneeded tables are no longer included in the T2P comparison.

Archiving Activities

Standard field Associated Parent will now be available in the activities file when archiving.

UTA File Search

UTA Administrators will now have access to the UTA file search feature.

Service Packs

June 9th 2022 (202206.01)

Fixes

• Fixed an issue where the annotation pop-up panel was being displayed behind the footer bar.

• 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.

• Fixed an issue where an administrator’s default language would switch to the language of an emulated user after the session was terminated.

• Fixed an issue where a custom batch update button used to assign group contacts to a record was not applying the selected roles.

• Fixed an issue with the search on media library in portals where searching on fields was not returning results.

• Updated the default display size of the Upload - Image fields on web page views to be 500 pixels wide.

• Minor additions, bug fixes and security enhancements.

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.

• 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.

• Updated the CKEditor for rich text to version 4.19.0.

May 19th 2022 (202205.03)

Fixes

• Fixed an issue where the status dropdown was populated again on load and losing the selected stored value.

May 16th 2022 (202205.02)

Fixes

• 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 triggered point.

May 12th 2022 (202205.01)

Fixes

• Fixed an issue where mobile file uploads were not being processed because the file type extension was case-sensitive and was rejecting valid file types with capitalized extensions (Example: .MOV instead of .mov).

• 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.

• 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 multiple sections separated by page breaks.

• Updated System Performance Summary 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 ReportProperty was also introduced.

• Fixed an issue where a status trigger for a Provider UTA triggered on a specific Consumer UTA also changed the status of other Consumer UTAs.

• Fixed an issue with the instruction text on the Contact standard field on the Organization profile not using the defined translation settings based on the selected language preferences.

• Fixed an issue with the Text Box - Multiple Line custom field used in conjunction with DocuSign where line breaks were not being preserved.

• Fixed an issue where the Start Date and End Date standard fields were not updated when using the Quick Edit feature.

Other Changes

• Updated the look of the server maintenance and Record Lock messages.
• Added ability to cancel e-signatures requests via workflow.
• Added tooltips to the left hand navigation captions on record pages so the full caption can be read in the tooltip if it gets truncated.

April 21st 2022 (202204.02)

Fixes

• Fixed an issue where using the @object.inRole(Rolename)@ variable syntax was not resolving correctly when the user's role is updated using a signup page from an invitation.

• Fixed an issue where using ssEscape syntax was not resolving correctly when used in the Advanced Data Table field.

• Fixed an issue related to the People list view when the Catalan language was selected.

• Fixed an issue related to the country and state options when the Japanese language was selected.

• Updated the options in the State / Province standard field for the country Scotland.

• Fixed an issue where the current date variable (@datetime(currentdate)@) was not resolving in scheduled export files.

• Fixed an issue with the API dev tool where API samples were not loading.

Other Changes

• Updated certain parameters for internet enabled templates to match the parameters of regular record pages to enable SmartCheck validation to run as expected.

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.

• Minor additions and bug fixes

Other Changes

• Added a Hebrew language option and updates to several translation files.

• Enhanced security on the document generator used to create .DOCX files to only accept encrypted sources.

• 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.

• Updated the Text 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.

• Updated the YUI Library for file uploads to version 3.18.1.

• Updated the CKEditor for rich text to version 4.17.2.

• Updated the Select2 plug-in to version 4.0.13.

• Deprecated the Portal link found under the User Menu.

March 24th 2022 (202203.03)

Fixes

• Fixed an issue on the Contacts tab of the Level 1 record where the contact lookup modal was not closing after selecting a user.

• Fixed an issue with editing personal filters where navigating to User Menu > Filters would display an “Access Denied” message.

March 17th 2022 (202203.02)

Fixes

• Fixed an issue with the display of consumer list views when a new column was added.

• 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

• 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.

• Fixed an issue with SmartCheck validation configuration where clicking Add to Source button in the Code Builder was displaying a blank tab.

• Fixed an issue with error messaging for the Website standard field on organizations where custom validation messages were not appearing as expected when custom SmartCheck validation was used.