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Template:May2018Upgrade

2,627 bytes added, 19:49, 14 May 2018
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===Major Updates===
 
====New Custom Field Naming Restrictions====
New custom field naming restrictions have been introduced in order to promote good naming practices. While this may seem restrictive right now, the benefits over time will include the reduction of configuration errors, e.g. accidental trailing spaces, the reduction of system errors and complexity, e.g. handling cases for reserved characters in the variable processor, and an improvement to system performance. The new field naming restrictions will only apply to new fields, or an attempt to change the name of an existing field.
 
You will only be able to update a field's name if the new name is limited to the English alphabet, e.g. a-z/A-Z, numbers, e.g. 0-9, and dashes or underscores, e.g. '-'/'_'. Please note that other special characters and blank spaces will no longer be allowed in a field name.
<!--38463 - Strict Custom Field Guidelines-->
====Updated Configuration Pages====
Added advanced search functionality to user and organization lookup screens. This allows you greater search capabilities when attaching users and organizations to other records and look up fields.
<!--63545 - Add Advanced Search functionality to Lookup Picker for Contacts-->
 
====Updated Skills Matching Interface====
Updated interface for the skills matching module. This feature has been updated with a more contemporary interface and for an improved user experience.
<!--66883 - Skills matching UI improvements-->
====Improved Support for International Number Formats====
====New Impact Quadrant Chart====
New feature Impact Quadrant chart. To help you measure the impact of your work we're introducing an easier way to visualize impact. While it is targeted towards our grants and research community, this feature can be used by anyone looking to compare an impact score of UTA Level 1 records. First, define your formulas used to determine both the impact scores as well as the cost for your data sets. Next, easily create an impact quadrant chart and plug these fields in. Lastly, view your new chart to immediately visualize the differences in impact of your projects based on your own custom definitions of impact vs cost. If that wasn't enough, you also have the option of adding in the third dimension of time into the chart if you really want to spice things up.
 
In addition, we've also added new variables to be able to reference the impact attributes of a record. While on a Level 1 record you may reference the following variables:
@impact.''ImpactQuadrantName''.score@
@impact.''ImpactQuadrantName''.cost@
@impact.''ImpactQuadrantName''.datalabel@
 
Where the datalabel will return the display text that that record would show as details on the Impact Quadrant chart.
<!--61447 - Impact Framework: Impact Quadrant chart-->
<!--67077 - Add variable syntax to retrieve impact scores-->
====New Ability to Define Dynamic Search Parameters for Portal Sections====
====New Ability to Upload Images for Portal Shortcuts and Sections====
New ability to upload your own images for use as portal shortcuts or section backgrounds. This theme called “website” that gives you even more greater branding ability . In this theme you can add a background image to section containers to customize and brand make a banner. You can also make shortcuts with your portalown images.
<!--66996 - Image shortcuts-->
<!--66998 - Sections with an image background-->
[[File:2018-05-ticket-57551-1.png|thumb|none|middle|800px|You can now add New buttons into your portal sections]]
 
====Enhanced UTA Security Matrix with more Granular Organization Permissions====
Updated the custom batch update button to allow you to configure custom updates to fields, e.g. Owner, People, Branch, Client, Contact, Companies, and custom fields. Previously, these fields were limited to only allow updates to specific pre-set values, but we've opened them up for dynamic free form editing now.
<!--49794 - List View Batch Update Improvement-->
 
====Added Option to Exclude Basic Data Table Fields from SmartFields View and PDF====
Added the option to exclude the Special - Basic Data Table field type from SmartFields View and PDF. Previously, this was defaulted to always show.
<!--67056 - No smartfield view option for Special - Basic Data Table-->
====Added Availability of Workflow Task Types to UTA Role/Company Assignment Workflows====
Updated the visibility setting that controls the availability of the Email tab on the UTA Level 1 and duplicated the setting for the UTA Level 2. Previously, this one setting controlled the availability of the Email tab for both levels, but are now two separate granular controls.
<!--41793 - Disable Email setting applies to L1 and L2-->
 
====Updated From Address of Workflow Email Messages====
Updated the from address of workflow email messages to include the user's first and last name along with their email. This will apply when the from address of a the email message is configured as a user and not a static text.
<!--66451 - Default WF From Address should include Display Name, not just email-->
 
====New Role Restriction to Limit Ability to Use Translation Service====
New role restriction introduced to allow you to configure who has permission to use the field level translation service.
<!--66491 - No Way to Permission 'Enable Translation Service' feature on custom fields-->
====Updated Interface for Custom Field Permission Quick Edit====
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