Smartstaff, administrator
3,320
edits
Changes
→April 25th 2024 (202404.03)
* '''+AI''' feature set offers advanced capabilities for automating common tasks, gaining insights, and optimizing processes
* '''Delegation''' feature updated for easier delegate assignment
* New page-level help element provides concise explanations to help you during configuration
* Proximity list views enlarged for ease of readability and improved visual context
* New open options for buttons in portal sections for improved user experience
<!-- 138641 - The Map is too small on proximity maps set to list -->
==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:
We have also introduced a new left navigation panel which contains 4 groupings:
* '''FilesFolders''' (previously known as "General") encompasses physical files* '''System FilesFolders''' (previously known as "Configuration Folders") consists of files for system reference, such as document templates or files intended for autoloader and export storage
* '''Quarantined''' (previously known as "Virus Infected Files") contains files that were marked by the uploader as potentially containing a virus
* '''Expired Files''' consists of files that have been marked as "Expired"
To set permission access for '''SmartFolders''', navigate to '''Global Settings''' > '''Security''' Tab > '''System Features''' > '''Features''' and set the desired access. To view the new '''Smartfolders''', navigate to '''Menu Icon''' > '''SmartFolders''' > Toggle on '''Try the new SmartFolders'''.
==Notes for Admins==
====New Page-Level Help Element====
A new page-level help element has been added to several pages with the purpose of giving clarity by providing concise explanations and guidance so you can easily understand and configure settings with confidence.
<!-- 158593 - Page level help -->
<!-- 158909 - New Page level help files -->
====Report on Expired User Accounts====
Added the ability to report on the '''Enable Access Expiry''' toggle and the '''Expire Date''' field so you can easily track user accounts that have expired and are unable to log in as well as identify users scheduled to lose system access automatically. Access expiration on users is often configured for compliance and security purposes.
Level 0 custom fields (which were deprecated earlier) are now hidden from all areas of the system.
<!-- 148728 - Fully deprecate level 0 custom fields -->
==Service Packs==
====April 25th 2024 (202404.03)====
* Fixed an issue where unresolved variables for the meta tags were displaying on the routing and signup pages.
<!-- 160739 - Issues identified on the Routing Page and the Alternate Pages in the French version of the website. -->
<!--161066 - Variables for metadescription and metarobots on signup pages -->
====April 18th 2024 (202404.02)====
* Fixed an issue related to workflows using the request for approval task where a variable inside a connector condition was not resolving as expected.
<!-- 158451 - Task Owner Delay -->
* Updated the system for improved security.
<!-- 160419 - 312343 M2 - Cross-site Scripting (Post Authentication) - Community Development VA Finding -->
<!-- 160420 - 312343 M5 - Cross Site Request Forgery (CSRF) - Community Development VA Finding -->
====April 11th 2024 (202404.01)====
* Added a new feature called '''+AI Assistant''', designed to streamline actions at the record level. Whether it's updating statuses, altering field values, or creating new fields, activities, and associations, this tool simplifies the process. Instead of manually locating fields and adjusting values, users can now utilize the hands-free voice interface to make updates. To access the '''+AI Assistant''', navigate to the desired Level 1, 2, or 3 record and select the '''Tools''' dropdown. To set up the feature, navigate to the desired UTA > '''Configuration Settings''' > '''Level 1''', '''2''', or '''3''' tab > '''+AI Assistant'''.
<!-- 157488 - AI Assistant Interface -->
* Added the ability to allow users to use the Shift + Enter keyboard combination to insert new lines into the input box on +AI chat windows.
<!-- 158186 - Make work with +AI support shift enter like chatgpt-->
* Updated Disable Inactive Account functionality so that users with access type '''API Access''' will no longer be locked for inactivity.
<!-- 146226 - permanant account for API account -->
* Updated icon selectors on settings pages for enhanced security. Unsupported icons from previous sets will no longer be visible on settings pages. Choose a supported icon and save the settings page if your system has unsupported icons in use.
<!-- 160304 - APR2024 - Burpsuite Security Scan results -->
* Updated the behavior of the '''Version''' toggle within the '''Copy Profile''' feature. When the toggle is not enabled, the copied record will match the current version set on the UTA. Previously, when the toggle was not enabled, the copied record defaulted to the core field set. With the version toggle enabled, new records will continue to be created with the version of the source record.
<!-- 157716 - Copy profile not setting version as expected -->
* Updated the Candid Demographics API to include changes to new and existing data points. In particular, there were updates to category labels, the introduction of category and subcategory IDs, and the addition of new subcategories under "Gender Identity" and "Sexual Orientation".
<!-- 157754 - Implement changes to Candid Demographics API -->
* Updated the behavior of the '''Media Library''' to display a message instead of attempting to display an image with excessively large file dimensions.
<!-- 159018 - Large images uploaded to media library -->
* Updated report interactive view by removing a third-party library.
<!-- 147757 - Update report interactive view code after discontinuation of AngularJS -->
* Updated the '''State''' dropdown for India to include Chhattisgarh, Ladakh and Uttarakhand.
<!-- 159882 - Missing Indian States -->
* Fixed an issue related to how aria labels are applied.
<!-- 158543 - PDF showing code -->
* Fixed an issue with the report export functionality where linked reports were exporting stored values instead of display values.
<!-- 159013 - Report: show display value from dropdown list -->
* Fixed an issue with custom lookup options in dropdown fields, where after you had saved you were not able to select other values.
<!-- 160309 - Custom Lookup options not working -->
* Fixed an issue where the value of the '''Computed - Auto Number''' custom field failed to increment and save as expected when records were created using the '''Copy Profile''' feature. Following the upgrade, inclusion of a '''Computed - Auto Number''' field in the copy profile will auto increment and save.
<!-- 158456 - GoS - Dev - Value in 'Computed - Auto Number' is not Saved on Creation -->
====March 21st 2024 (202403.04)====
* Fixed an issue where an undesired horizontal scroll bar appeared in shortcut portal sections utilizing the "Management" theme.
<!-- 159942 - Scroll bars issue -->
* Fixed an issue where the autoloader failed to associate two Level 1 objects within the same UTA after a data migration.
<!-- 159899 - (Autoloader) Association issue between two L1 objects within one UTA -->
====March 18th 2024 (202403.03)====
* Fixed an issue where users were unable to download documents from "Upload - Single File Storage" fields on list views and on "Display - Text and Variables" fields when using object syntax. Users would also see a "Scanning file for viruses" message which was not applicable.
<!-- 159950 - 'Scanning file for viruses' notification on uploaded files. -->
====March 15th 2024 (202403.02)====
* Fixed an issue where the expected visibility of Level 3 activity data (called through variable syntax) was not displaying correctly. This occurred specifically when the Level 2 Advanced Data Table custom field was mapped to Level 3 activities.
<!-- 159911 - Claim tables not visible -->