Template:March2022Upgrade

General Details

Upgrade Dates

Public Cloud Production release date: November 11 2021
Public Cloud Backup release date: October 26 2021

Private Cloud Production (Managed Upgrades) release date: November 25 2021
Private Cloud Backup (Managed Upgrades) release date: November 11 2021

Overview

Watch this video to get a general overview of the new features in this release.

To watch this video in full screen, please click on the full screen button on the bottom right.

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

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Minor Updates

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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

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Description.

Minor Updates

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Beta Previews

(Beta) Updated Question Set Builder with Randomized Question Order and Answer Scoring

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.

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: @level2.mycustomfield@="@evaluate_score()@";

Note: Only new Level 2 records will be affected.

Notes for Admins

Updates to Workflows

Updated the default Connect To option when creating a new connector in a workflow. You will now see the default option has been changed to Complete instead of Start for new workflow connectors. In general, it is more likely that you would want to connect to Complete than to Start and this change will also reduce the risk of accidentally configuring infinite loops. Added the UTA name before the status name option under the Termination Trigger field when the Workflow Type is set to Tracking Activities.

Added Indexing Option for List Views Using Quick Load Setting

Added a new option to enable indexing for list views utilizing the Enable Quick Load setting. The Enable Quick Load setting is intended for list views with a large set of results. This setting returns an unsorted number of records without a total record count in order to improve the list view load time. If indexing is enabled, searches will also be faster since it will search the index instead of real-time data. To configure, edit any existing list view, scroll down to the Feature Options section under the Properties tab and toggle on Enable Quick Load. You will then see an additional toggle labelled Enable Indexing.

Note: If list views with these settings are selected in portals, you will be restricted to using a single search criterion.

Added Total Send Limit on Emails

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.

Note: Emails related to account registration will be unaffected.

Added Hourly API Call Limit

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.

Updates to GuideStar Search API

GuideStar is deprecating their older API. If you have an existing integration for GuideStar search, be sure to enter your updated API keys under Menu Icon > Global Settings > Integrations tab > GuideStar Search.

Service Packs

February 17th 2022 (202202.02)

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.

February 11th 2022 (202202.01)

Fixes

• Fixed an issue where records were staying locked even though the user was no longer editing the record.

• 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.

Other Changes

• 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.

• Updated report query API calls to display a maximum of 10,000 records per call.

• 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 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.

• Updated fields using Custom Lookup Options so that the selected result can be returned during a list view search query.

• 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.

January 25th 2022 (202111.07)

Other Changes

• Made minor additions related to future enhancements.

January 24th 2022 (202111.06)

Other Changes

• Made minor additions related to future enhancements.

December 13th 2021 (202111.05)

Fixes

• Fixed an issue where the predefined options in a dropdown field that enabled dynamic content were being limited.

• 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 with the Question Set Builder field where the mandatory validation message was preventing uploads to a multiple file upload field.

December 9th 2021 (202111.04)

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 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.

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.

• Updated the length limit of the number of statuses allowed on termination triggers.

November 26th 2021 (202111.03)

Fixes

• Fixed an issue with the contact lookup on the Authenticated Member Configurations page which was displaying a blank modal.

• 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 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

November 25th 2021 (202111.02)

Fixes

• 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.

Other Changes

• Updated the Special - Advanced Data Table to enable mapping and added support for the .displayvalue variable syntax in order to return the display value of a table cell from the mapped records.
• 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: [#(?(object =utaproviderL2;preservelinebreak=1)$123456$#] , where 123456 is the Custom Field ID. Without this clause, line breaks will be converted to HTML break tags.