Smartstaff, administrator
3,315
edits
Changes
→New Option for Update Behavior with Organization Signups for Matching Organizations
<!--92714 - deprecate classic-->
[[File:2019-11-ticket-92714-classic-UI-800.png|thumb|none|500px|Example of Displayed is a Classic administrator interface Interface that will be automatically converted into the below Arcadia interfaceInterface.]][[File:2019-11-ticket-92714-arcadia-UI-800.png|thumb|none|500px|Example of Displayed is the same interface once Classic Interface converted into the Arcadia Interface.]]
====Deprecate Decimal and Integer Number Formats from Question Set Builder Field====
Expanded the ability to search for fields to the list view configuration screen. Now when editing a list view, you can easily search for specific fields that you're looking for, similar to the functionality in the report builder.
<!--89682 - list view column custom field search-->
[[File:2019-11-ticket-89682-1.png|thumb|none|500px|In Displayed is the list view builder you can use List View Builder with the new field search to find the desired fields.]]
====Expanded Edit List View Icon to More Areas====
Enhanced the search panel area for list view sections in portals. This search panel is an easy way for you to provide a simple search filter for your end users to use, by predefining a set of criteria that they're able to filter on. Within the configuration of a portal section of type list view, simply enable the Search Panel option, and then select which columns of the list view you want to allow end users to filter on.
<!--93189 - revised Arcadia portal search (engage)-->
[[File:2019-11-ticket-93189-1.png|thumb|none|500px|Enhanced Displayed is the enhanced portal search where you which can be added to sections with list views. You define what columns you want your portal users to be able to can filter on.]]
====New View of Workflow Connectivity Configurations====
New settings screen that lists workflow connectivity to help you to trace through complex workflow processes. In the configuration screen of a workflow, we've introduced a new menu tab called Workflow Connections that will allow you to see other workflows that trigger, or are triggered by the workflow you're viewing. Also, when you are editing a workflow task that triggers another workflow, we've introduced a link for you to review the workflow that you're linking to.
<!--87846 - Workflow settings page enhancements-->
[[File:2019-11-ticket-87846-1.png|thumb|none|500px|The Displayed is the new Workflow Connections tab in the left navigation to which shows connectors and tasks.]]
====New Ability to Test Report Exports and Autoloader Imports====
<!--92385 - Tab Bar phase 2-->
<!--92260 - New version of modal window-->
[[File:2019-11-ticket-92385-1.png|thumb|none|500px|Displayed is the improved Tab Bar mode with improved support and the ability to re-order tabs.]]
====Updated Icon Library====
Updated the library of available icons, for use in places like portal shortcuts. This will grant you more variety in the available icons you can choose from, as well as different styles of icons. Please note some system icons are a little larger for improved accessibility.
<!--92817 - Font Awesome-->
[[File:2019-11-ticket-92817-1.png|thumb|none|500px|Displayed is the new icon selector as seen when configuring shortcuts. There are now more icons and four icon styles to choose from.]]
====Added Ability to Show All Records in Portal List View====
Updated the icon for the configuration of custom translation text within settings pages. Previously this was an icon beside the text boxes that could be translated, such as caption label, however, this functionality has now been moved up to the top of configurations screen with a new icon. This change was made to have access to text translations more consistent and easily available to administrators.
<!--85366 - Translations button-->
[[File:2019-11-ticket-85366-1.png|thumb|none|500px|Button Displayed is the button used for entering translations prior . Prior to this upgrade the button was usually located beside the caption.]][[File:2019-11-ticket-85366-2.png|thumb|none|500px|Button Displayed is the button used for entering translations after . After this upgrade is now the button will be located in the action barnear the top of the screen.]]
====Added Baseline Language Translations for Japanese====
<!--70483 - SmartCheck Validation for Lookup - Autocomplete Options Multi-Select-->
====New Option for Update Behaviour Behavior with Organization Signups for Matching Organizations====New update behaviour behavior option for organization sign up pages introduced that when used will allow new registrants the ability to select existing organizations to sign up under. This new option will automatically create a new organization when no matches are found, but will alternatively display matching organizations that match a category you specify when found and allow users the ability to select which organization to create their user account underneath.
<!--84626 - Organization lookup: partial matching-->
[[File:2019-11-ticket-84626-1.png|thumb|none|500px|Displayed is the new duplicate match found screen on an Organization signup page. If this option is chosen the user can select an organization within your system and create themselves under that organization or the user can choose to create a new organization.]]
====New Option for Organization and User Signups to Apply SmartCheck Validation====
====New Location Proximity Searching====
New ability for list views with the map panel enabled to filter and sort records based on location proximity. Now available for UTA Level 1, users, and companies list views. This will allow users to list records in order of proximity to the user's choice of their current location, an address search, or simply pointing on the map. Records can be mapped based on the address of the person, contact, customer or organization.
<!--84636 - Ability to sort list view by geographic location proximity to user-->
[[File:2019-11-ticket-84636-1.png|thumb|none|500px|Displayed is a level 1 list view (example grants) with the map option enabled. You can modify the proximity and adjust the filters at the top right.]]
===Minor Updates===
====Expanded Quick Assign for use in Portal Sections====
Expanded the Quick Assign feature to be available for portal sections nowinside portals. Previously, this was limited to just the full UTA view, but we've now made it available for portal sections so you can provide it to your end users with limited inside their portal views. Just create a shortcut and use the URL lookup to select this option.
<!--92641 - quick assign in portals-->
