Smartstaff
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→Minor Updates
===Minor Updates===
====Added Custom Fail-safe Limit for Workflow EmailsTitle====Added a custom fail-safe limit for workflow generated emails. If 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 to review and release emails put "On Hold" from the '''Message Queue''' located at '''Menu Icon''' > '''Global Settings''' > '''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'''Description.<!--127005 - Workflow email fail safe on hold limitTicket--> ====Improvements to Upload - Multiple File Storage Custom Field====Added an optional description column to the list of files in the '''Upload - Multiple Files Storage''' custom field. This description field also supports hashtags and can be set to be mandatory. <u>'''Note:'''</u> The description column is not available if '''Enable Media Library''' is toggled on. [[File:2021-11-ticket-121427-1.png|thumb|none|800px|The look of the new optional description column on the list of files in the <strong>Upload - Multiple Files Storage</strong> custom field which can easily be set as mandatory.]] Improved the look and feel of file upload modal window to improve readability. [[File:2021-11-ticket-115760-1.png|thumb|none|800px|The look and feel of the <strong>Upload - Multiple Files Storage</strong> custom field modal window before and after the upgrade.]] <!--115760 - multiple file upload modal refresh--><!--121427 - Media Library Functionality for Non-Media Files-->====Added Ability to Import Notes in the Autoloader====Added the ability to use the autoloader to import '''Notes'''. To see the new setting, navigate to the '''General''' tab on the desired autoloader. When the '''Record Type''' is set to '''Company''', '''User''' or a '''UTA''', you will be able to select '''Notes''' from the '''Item''' dropdown. '''<u>Note:</u>''' All notes imported will appear as new notes that can only be edited by a System Administrator.<!--122291 - Map Autoloader to Notes--> ====Enhancements to System Security====Enhanced the '''System Security Summary''' page to list potential security issues with signup pages. 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 own organization. The system security summary can be found under '''Global Settings''' > '''Security''' tab. Updated the look of indicators within the '''Organization''' and '''User Security Matrix''' for added clarity. Indicators for roles that have yet to be configured will now contain a grey circle rather than a red "x" mark. 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:2021-11-ticket-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.]] ====Added Ability to Add Hashtags Directly To Hashtag Library====Added the ability to add hashtags 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 daily.<!--124323 - Hashtag Library--> ====Updated Permission Quick Edit Feature with Copy/Paste Ability====Enhanced the '''Permission Quick Edit''' feature to allow 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 Settings''' > '''Level 1/2/3''' tab > '''Custom Fields''' > Click the '''Permission Quick Edit''' button in the list view actions bar (lock icon) > Click the ellipses icon on your desired column and copy the settings and then paste the settings into the desired target column.<!--125246 - Custom Fields - Permission Quick Edit - Ability to simply apply field settings from one type to another type--> ====Updates to Lookup - Autocomplete Options Custom Field====Updated the behavior of the '''Lookup - Autocomplete Options''' custom field so that when the user first clicks into the field, a list of options will display automatically. Before, the options were only displayed once the user started typing. [[File:2021-11-ticket-124345-1.png|thumb|none|800px|The <strong>Lookup - Autocomplete Options</strong> custom field will now display a list of options automatically when the user clicks into the field.]] A new setting was also added that allows users to set how many records to initially display in autocomplete lookup fields. The rest of the records will still be accessible by scrolling. To set this up, go to '''User Menu''' > '''Personal Settings''' > '''Display''' tab > '''Auto Complete Number of Records Displayed'''.<!--74198 - Increase Auto Complete Number of Records Displayed for Existing Users--><!--124345 - Display lookup field options immediately when selecting--> ====Updated Report Builder Behavior====Updated the behavior of the '''Report Builder''' so that when you drag and drop a dataset field into a column, the column header is populated by the '''Caption''' rather than the '''Field Name'''. This was done to reduce time spent renaming columns.<!--124129 - Report Builder Update Add Field Behavior to Set Column Header to Field Caption--> ====Updates to Global CAPTCHA Validation Behavior====Updated CAPTCHA ([https://en.wikipedia.org/wiki/CAPTCHA Completely Automated Public Turing test to tell Computers and Humans Apart]) settings. If you set the '''CAPTCHA Type''' to '''Google reCAPTCHA''' and the system cannot detect the user’s country, the user will now be shown the '''Alternate CAPTCHA''' instead of '''Google reCAPTCHA'''. CAPTCHA settings can be configured at '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''Global CAPTCHA Validation'''.<!--128072 - Start one System register issue--> ====New Column for SmartFolder List Views====Added a column called "Owner" to SmartFolder lists so you can easily tell who uploaded a file or created a folder.<!--124101 - Show User in SmartFolder List Views--> [[File:2021-11-ticket-124101-1.png|thumb|none|800px|New "Owner" column displayed in SmartFolder lists so you can easily tell who uploaded a file or created a folder.]]
==On-Demand System Upgrades==