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−	==General Details==	+	=General Information=
−	===Upgrade Dates===	+	==Next Upgrade Date==
−	Public Cloud Production release date: '''March 11 2021'''<br />	+	The next upgrade is scheduled for '''{{CurrentUpgradeDate}}'''.
−	Public Cloud Backup release date: '''February 23 2021'''
−	Private Cloud Production (Managed Upgrades) release date: '''March 25 2021'''<br />	+	==Upgrade Schedule==
−	Private Cloud Backup (Managed Upgrades) release date: '''March 11 2021'''	+	{{Upgrade Schedule}}
−	==Overview==	+	We regularly update the list of upgrade features and schedule for both the backup and production environments on this Wiki page.
−	Watch this video to get a general overview of the new features in this release.
−	{{#ev:youtube|kkBhkJx3ZoU}}	+	This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. <!--You can also [https://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGZ11ZQxRbXxdSQUlTZlN9 subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [https://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGZ11ZQxRbXxdSQUlTZlN9 Newsletter Signup Page]. ([https://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGZ11ZQxRbXxdSQUlTZlJ0 Unsubscribe here]).-->
−	''To watch this video in full screen, please click on the '''full screen''' button on the bottom right.''	+	==System Upgrade Process==
		+	The objective of the System Upgrade Process is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.
−	==Global System Upgrades==	+	For clients on a Private Cloud environment, please review the [[SmartSimple Upgrade Process – Dedicated Server]] page.
−	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===	+	===Upgrade Schedule Details===
−	====Removed Base API Key for Signority E-Signature Integration====	+	{{Upgrade Schedule Details}}
−	Deprecated the default system API key that is used for Signority e-signature integration services when no authentication credentials are configured. Going forward, in order to use the Signority e-signature integration, you will need to engage our partner vendor Signority in order to obtain a license and API key for use in your SmartSimple Platform3 instance. Clients currently leveraging our Signority integration would have already been contacted by a SmartSimple account manager to coordinate this transition, but if you currently have an integration with Signority enabled but have not transitioned to your own license key, please contact our support team for assistance with this. The Online Signature Provider setting can be found at '''Menu''' Icon > '''Global Settings''' > '''Integrations''' tab.
−	<!--107486 - Remove smartsimples Signority account credentials-->
−	====Deprecated Job Costing Application====	+	===Backup Environment Update===
−	Deprecated the legacy Job Costing application. In ages past, prior to the creation of the fully configurable Universal Tracking Application, several static Tracking Applications were created for out-of-the-box use. As these static Tracking Applications are now no longer in use, they are being removed from various configuration menus and settings pages. We do not anticipate any behaviour change to your system.	+	* Each [[Backup Server and Testing Instances|backup environment]] will be updated to the "release candidate" prior to the upgrade date.
−	<!--118184 - Can we remove Job Costing option from Menu-->	+	* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup environment]] and test the changes against your most current data and configuration.
		+	* Internal staff will also be using these environments to perform instance specific testing.
−	====Deprecated Classic-style Calendar====	+	===Update Go/No-Go===
−	Deprecated of the Classic-style Calendar. Previously, we introduced an update to the Calendar interface to update it inline with the latest Arcadia styling and behaviour. We also introduced a setting within the '''Global Settings''' > '''Classic Options''' area to allow you to continue using the previous Classic-styled calendar. However, for maintenance reasons we'll be removing this Classic Calendar option and again update your system to use the latest Calendar interface. If the setting for Classic Calendar within the '''Global Settings''' > '''Classic Options''' area is not enabled in your instance, then this change will have no affect on your system.	+	* Subject to satisfactory testing on both the pre-production environments and the backup environments, the Go/No-Go decision will be made on the Wednesday prior to an upgrade release.
−	<!--120665 - Deprecate the classic calendar-->
−	====Deprecated IP Address and Workstation Based Login Restrictions====	+	==Upgrade Feedback and Questions==
−	Deprecated user login restrictions to restrict access based upon IP address, or local computer. These were two options found within the Roles and Access menu within each user account. They were older features that allowed you to restrict user access, one based upon the source IP address of a user's connection, and the other based upon a static cookie file stored on a user's local computer. These are now legacy features that no longer function with the highest security standards that the system can offer.	+	If you have questions or need assistance or want to share your thoughts on the upgrade contact our support team toll-free at 866.239.0991 or email support@smartsimple.com
−	<!--121943 - Deprecate session options for IP restriction and workstation cookie-->
−	====Deprecated Personalized Alert Messages====	+	=Previous Upgrades=
−	Deprecated personalized alert messages. In an attempt to create more friendly, and personal system alerts and experience, we previously modified system alert messages for end users with an opening like "Hey John". Unfortunately, that wasn't quite well received by our entire audience, so we're removing that personal message from system alerts, and replacing it with simple symbols or generic "Alert" text where appropriate.	+	See the [[Previous Upgrades]] page for a list of previously-implemented upgrade features.
−	<!--120659 - Deprecate the Personalized Alert-->
−	[[File:2021-03-ticket-120659-1.png|thumb|none|800px|After the upgrade, alerts messages will be styled like the image on the right and will no longer say "Hey, first name".]]	+	=Current Upgrade Package=
		+	{{July2022Upgrade}}
−	====New Limitation to Max Number of Records Returned by SmartConnect API Call====	+	[[Category:Upgrades]]
−	New limit has been introduced to cap the number of records returned by a single SmartSimple API call to 10000 records. This limit has been introduced in order to improve the response speed of API calls. If the criteria of your API call matches more than 10000 records, you will need to leverage the pagination parameters in order to make multiple calls to page through the results and return the full data set.
−	<!--122236 - SmartConnect API need to apply limit of 10000 records-->
−
−	====Updated Interface for Association of Records====
−	Updated the interface and behaviour when searching and adding record associations to other records. This applies to areas such as Contact and Company associations to records, as well as the Special - Linked Record List custom field. An example of the affected area is the multiple contact and multiple company standard field lists within a UTA Level 1 record. The behaviour of adding contact or company record associations has been altered to allow you to perform multiple searches, and review all your selected records in comparison with the current list of contacts and companies before you attach them. A simple search and add function for contacts and companies has been added inline at the top of the list view as well. These changes will now make it faster and more intuitive for users to attach contacts or companies to records.
−	<!--120443 - Improved Add Assign Users Construct-->
−
−	[[File:2021-03-ticket-120443-1.png|thumb|none|800px|This '''Association Entry View''' pre-upgrade required opening a modal window.]]
−
−	[[File:2021-03-ticket-120443-2.png|thumb|none|800px|This '''Association Entry View''' post-upgrade allows you to add one or more contacts in different roles without the need to open a modal window.]]
−
−	====Enhanced Settings Screens for User Menu Permissions====
−	Enhanced and consolidated the settings screens for configuration of permissions to menus and features. The configuration of access to menus and features can be a little daunting and confusing with settings pages split across multiple areas. We're addressing this by first migrating the settings for menus and features that were previously found under '''Roles and Security''' > '''User Roles''' > '''Menu''', and consolidating them into the '''Roles and Security''' > '''System Feature Permissions''' screen. Secondly, while the default behaviour lists each setting and all the user roles that you have configured for each, we'll be introducing a new role-based entry mode. This role-based entry mode will instead allow you to specify all the feature permissions that you'd like to set per role much more easily in one shot.
−	<!--113278 - user role menu page move settings and remove page-->
−
−	[[File:2021-03-ticket-113278-1.png|thumb|none|800px|Menu permissions can now be found under <strong>System Feature Permissions</strong> and can be viewed in feature-based or role-based entry modes.]]
−
−	====Extended Group Email Functionality for Associated Companies of UTA Records====
−	Extended Group Email function to be available for contacts within associated companies of a UTA Level 1 record. Previously, the Group Email function could only target contacts directly associated with the Level 1. Now, instead of having to connect contacts directly to the Level 1, you can email various contacts of the companies associated to the Level 1. The setting for this is located in the desired UTA > '''Configuration Settings''' > '''Security''' > '''Feature and Function Permissions''' > Level 1 item > '''Enable Group Email'''.
−	<!--41820 - Group Email In Company Section of UTA-->
−
−	[[File:2021-03-ticket-41820-1.png|thumb|none|800px|Group email contacts of associated organizations.]]
−
−	====Enhanced Interface of Geomapping List Views====
−	Enhanced the interface and behaviour of list views with geo mapping enabled. The map frame will now dynamically re-size accordingly as you adjust the search radius of the search filter. Improved interaction between the list records and the map icons, selecting either will highlight the corresponding list record or map icon to better connect the two.
−	<!--117888 - proximity list view phase 3 ( map ) geocoding-->
−
−	[[File:2021-03-ticket-117888-1.png|thumb|none|800px|When you search a list view based on proximity, the map will now zoom in and out based on your settings and items in the list will highlight if you select them on the map.]]
−
−	====Updated Interface for Question Set Builder Custom Fields====
−	Updated interface when setting up questions for a Special - Question Set Builder custom field. Previously, every question row listed formatting options such as number type, number precision, and currency. As these formatting options aren't always applicable to every field type, we've changed the default behaviour to instead now have these columns hidden, but provide you the option of showing these columns if you wish, as well as limit the available format options within. You can find this setting to control the format columns within the custom field configuration of a Special - Question Set Builder field.
−	<!--117008 - Limit Question Set Builder Options-->
−	[[File:2021-03-ticket-117008-1.png|thumb|none|800px|Updates to the Question Set Builder Custom Field allow for more dynamic control over available columns and the options within.]]
−
−	====Updated Interface Styles of Checkbox and Radio Inputs====
−	Updated interface styling for checkbox and radio input elements and increased their size as well as updated styling for their state. This makes it easier for users to select these elements and to determine their current state.
−	<!--115604 - improved checkbox ui-->
−
−	====Updated Visibility of Older Log Data====
−	Updated visiblity of older log data to allow you to view log entries older than 2 years ago. In the November 2020 upgrade, we began moving log data older than 2 years ago into a separate archive location in the database. We've now linked these archive locations into the regular system screens, e.g. viewing field change history, where you will once again see these older log data seamlessly once again.
−	<!--121313 - Create archived database for old log entries to allow interface access to these archived logs-->
−
−	====Updated Interface of UTA Record Copy Action====
−	Updated the Copy UTA Level 1 or Level 2 action for simplified and improved user experience. The interim screen when you copy a record has been updated to hide options that are not available for the user to select copy behaviour for. A confirmation has been added whether you wish to remain on the current record that you're copying from, or whether you wish to navigate to the newly created record. Lastly, we've updated the behaviour when copying both a UTA Level 1 and its Level 2s to only create the records at the very end, instead of the current behaviour of creating the new Level 1, and then Level 2 as you step through the option screens.
−	<!--120439 - Improved Copy of Level 1s/2s-->
−
−	[[File:2021-03-ticket-120439-1.png|thumb|none|800px|A new alert will display when you copy records giving you the option to navigate to the new record or stay where you are.]]
−
−	===Minor Updates===
−	====Updated Chart-type Portal Sections with Ability to Open Records====
−	Updated chart-type sections within a portal to allow you to drill down, and open up individual records. This will now function similar to the table-type sections allowing you to navigate to and open individual records for review.
−	<!--50994 - portal section Chart improvements-->
−
−	====Updated Login Page to Include Language Selection When Not Explicitly Defined====
−	Updated the display of the login page to include a language selection when you have multiple login pages configured for multiple languages. While you may still navigate to the language specific login pages using the lang parameter in the URL, if the lang parameter is not specified, then a language selection will be presented to the end user on the login page. Upon logging in, the language selection from the login page will carry through the user's login session.
−	<!--114983 - Language preferences cleared with browser cache-->
−
−	[[File:2021-03-ticket-114983-1.png|thumb|none|800px|The language dropdown on the login page when no default language is specified and when a language is specified. Note the parameter in the URL.]]
−
−	====Added Additional Aggregate Record Count to Activities within Contact and Company Profile====
−	Added the aggregate count of associated records within the left menu when viewing contact and company records. Some of the menu tabs representing activities, and UTA Level 2, and UTA Level 3 records associated to contact and company records did not have record counts displayed. These have been updated now to show you a count of these record types per contact or company.
−	<!--116930 - No count on profile for activities-->
−
−	[[File:2021-03-ticket-116930-1.png|thumb|none|800px|Aggregate count for activities added in left navigation as seen on the user profile.]]
−
−	====Added Ability to Export Configuration Error Log====
−	Added support for export of Configuration Error Log results, as well as Autoloader Process logs. The output from these two areas may now be exported as a file and more easily reviewed by system administrators.
−	<!--115939 - Make Configuration Error Log Exportable-->
−
−	====Updated Search Reference Within Custom Field Configuration to Include Reports====
−	Updated the Search Reference function within a custom field to now also include reports where the custom field is included in. You can now determine if a field has been included within any reports.
−	<!--117253 - Search Reference for custom field - add Reports where field is used-->
−
−	====Added Ability to Disable List View Sticky Search Behaviour====
−	Added ability to disable the sticky search behaviour of list views. The default behaviour of list views to remember your last search, and display the results of your last search can now be disabled via your personal list view settings and disabling the "Remember Previous Search" option.
−	<!--117013 - Ability to prevent sticky search-->
−
−	==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===
−	====New Shopping Cart Feature====
−	New Shopping Cart feature allows for the tracking as well as processing of payments from users. When this feature is configured, it will allow users to process payments towards organizations, or UTA Level 1 records. This feature was designed with end user donation purposes in mind and will allow you to process payments directly via our integration with our partner Stripe, or through an integration with your own financial system by way of payroll deduction. Users may choose from one-time payments to multiple payment plans. For system administrators, this feature can be enabled in the Global Settings area through settings called Shopping Cart. You can define what system objects are available to for inclusion within an order, and multiple payment forms as well to specify different attributes for different methods of payment. For example, you can include a flat processing fee, and either choose to display or hide this from the user's order summary screen. For end users, when they navigate the records made available for payment towards, they will be presented an option to add to their shopping cart, from which they may check out when done.
−	<!--119405 - Shopping Cart - Payroll and Fees-->
−
−	[[File:2021-03-ticket-119405-1.png|thumb|none|800px|Donating to an organization using the shopping cart.]]
−
−	[[File:2021-03-ticket-119405-2.png|thumb|none|800px|Choosing payroll or credit card payment options on the shopping cart summary screen.]]
−
−	[[File:2021-03-ticket-119405-3.png|thumb|none|800px|The confirmation screen for a recurring payroll donation in the shopping cart.]]
−
−	====Added Additional Themes and Templates Available to Portal Configuration====
−	Added additional themes and templates available for use in portal configurations. Three new themes are now available. Five new templates have been added for use within these new themes. These templates allow you to setup well-designed tailored portals in a snap for specific audiences and focus areas.
−	<!--120769 - Portal Templates-->
−
−	[[File:2021-03-ticket-120769-1.png|thumb|none|800px|Three new themes (looks) were added for use in portals as well as a visual picker. Note that the "Default" theme has been renamed to "Traditional".]]
−
−	[[File:2021-03-ticket-120769-2.png|thumb|none|800px|Five new Templates (predefined layouts) were added for use in portals.]]
−
−	====New Integration with ORCID Research Database====
−	New integration with ORCID research and funding database. This allows you to integrate your SmartSimple platform with ORCID in order for users to pull down their ORCID profile into your SmartSimple platform, and also to push out funding data from the platform out to ORCID. Your organization will need to sign up for an API or integration key directly with ORCID, to be entered as an Integration Key in the platform. Additionally, individual users will need to each authenticate their user profile with ORCID and authorize the platform to access ORCID data in order to pull down or update their ORCID profile within the platform.
−	<!--114889 - Requirements for ORCID Certification-->
−
−	====New Ability to Generate Fillable PDF Forms for E-signature====
−	Added new ability to configure Web Page View custom fields with custom content that will include fillable forms on a system-generated PDF sent through an e-signature provider. Currently, this feature is only available for integrations with DocuSign.
−	<!--117380 - E-Signature Document With Fillable Form-->
−
−	====New Custom Field Type Special - Like Button Rating====
−	New custom field type called Special - Like Button Rating can be used to present a thumbs up and down rating. You can set the permissions and availability for this field just like any, and present your users with the ability to like or dislike a record.
−	<!--120767 - Enhancement - Like-->
−
−	====Updated Disbursement Creator Tool Now Available to Non-Admin Users====
−	Updated Disbursement Creator tool to be available for non-admin users. This feature may now be enabled for use by non-admin users via a role permission located in the allocation mapping settings. Enabling this for users will then display the Disbursement option within the Tools menu within a UTA Level 1 record.
−	<!--117490 - Role Permissions for Disbursements Creator Tool-->
−
−	====New Ability to Restrict Available Consumer Records for Provider Connection Based on Consumer Type and Status====
−	New ability to restrict the type and status of Consumer records that you can choose from the Provider UTA. Within the configuration of Consumer connection within the Provider UTA connectivity settings, you can now more granularly control the availability of which Provider records can be linked with which Consumer records by type and status combinations of both Provider and Consumer.
−	<!--117053 - Restrict Consumer Types-->
−
−	====New Import Templates Now Available to Non-Admin Users====
−	New Import Templates to allow you to configure import wizards for use by non-admin users. This functionality is available for use with UTA Level 1, Level 2, and Level 3 type records. The configuration setting for this can be found within the UTA settings page -> respective level tab -> Import Templates. These templates allow you to create an import profile restricted to specific record types, statuses, and also the fields to import into. You may then permission the templates for use by user role. We've also extended the import wizard functionality to be available now for UTA Level 2, and Level 3 records as well. The interface and behaviour of the import wizard will now allow you to directly copy and paste content for upload in addition to file upload, as well as allow you to specify more options for column delimiter where only comma delimiters were accepted previously. The error detection and data validation has also been improved and will now alert you on any issues encountered at the end of the import. Lastly, you will be able to save your column mapping selection and reload these the next time you use the Import Template for a quicker import experience.
−	<!--120445 - Improved Importing level 1s-->
−
−	===Minor Updates===
−	====Extended Bulk File Download Function for use With Consumer Provider List Views====
−	Extended bulk file download functionality to be available for Consumer Provider list views. You may now configure Consumer Provider list views with the ability to download file uploads from the records returned in the list.
−	<!--116650 - Download files functionality not available on consumer/provider list views-->
−
−	====Added Options for Invitation-type Workflow Task to Create or Send Invitations====
−	Added two new options for the Invitation-type Workflow Task to allow you create or send Draft Invitations. You can now trigger the creation and sending of contact invitations via Workflow Task, and additionally if the Workflow is triggered on a UTA Level 2 record, you will also have the ability to trigger a Level 2 activity Workflow Task that will create or send invitations off the parent Level 1 record.
−	<!--121190 - Invitation Updates/Improvements-->
−
−	====Enhanced Hashtag-enabled Text-type Fields with Additional Options====
−	Enhanced the Hashtag option for text-type custom fields with some additional options for improved usability. Introduced an option to restrict the ability to create new hashtag values to certain user roles. Introduced an option to categorize multiple fields into similar categories, such that end users entering in any of these fields will be able to search from the collective hashtags across all fields within the same category. Also introduced a new admin page, Hashtag Library, found in the Global Settings that will show you the list of available hashtags, and that also allows you to change the hashtag value and category.
−	<!--120766 - Enhancement - Hashtags Part2-->
−
−	====Added Support for JSON Format for Report Exports====
−	Added support for exporting report resultsin JSON format through the File Export feature of reports. Within the File Export configuration menu of a report, you can now specify an export format of JSON.
−	<!--121612 - add JSON format to Scheduled Report Export-->
−
−	==Beta Previews==
−	No features are available for beta preview this upgrade.
−
−	==Notes for Admins==
−	====Added New Parameters to SmartConnect API for Pagination of Records====
−	Added additional parameters to the SmartConnect API to allow for pagination of record sets. For List action API calls, new parameters recordcount, recordstart, and recordend will now be returned to you. New parameters recordsperpage, recordstart, and pageofrecord will be available for you to pass to the calls to page through the result set. You may pass just the recordstart to indicate which record to start from, for example, given a recordsperpage 100, you could pass recordstart 1, 101, and 201 in order to obtain records 1-100, 101-200, 201-300 respectively. Another example, given a recordsperpage 100, you could pass recordstart 1, 1, and 1, in combination with pageofrecord 1, 2, and 3 in order to obtain the same record sets 1-100, 101-200, 201-300 respectively.
−	<!--120958 - Enhance SmartConnect API to allow pagination of records-->
−
−	====Added New Criteria Operators to SmartConnect API for Searching of Empty or Non-empty Values====
−	Added additional operator available to the SmartConnect API for use within criteria to search for records where a field is empty or not. You may now include an operator of isempty, with a corresponding value of either true or false, within a criteria in order to search for records based on either empty or non-empty value.
−	<!--117307 - SmartConnect API - add a new criteria to search for field that is blank or NULL-->
−
−	====Added New Attributes to SmartConnect API to Describe Sub-type of Custom Field Metadata====
−	Added additional attribute fieldsubtypeid to the SmartConnect API function for Get Meta. This will allow you to retrieve the subcategory of a custom field. Where you were able to previously retrieve the field type, e.g. Text Box - Single Line, you can now retrieve the subcategory, e.g. Text Box - Date, or Text Box - Number for more granularity. You will be able to retrieve both the type name as well as internal type ID assigned to these types and subtypes.
−	<!--110981 - Enhance API 'Get Meta' function to more precisely indicate type-->
−
−	====Updated Default Settings for New Instances====
−	Updated the default settings for any newly created instance to enforce stronger and recommended settings. Some of these default settings involve security settings, such as deprecation of plain text passwords in email reset template, and enforcement of SmartCheck server-side validation, Organization and User Security matrix, CAPTCHA validation, and cookie usage acceptance message. Some of these default settings involve interface settings, such as disabling of Classic-type interface options, enabling of compact header, and title bar navigation pane. Some of these default settings involve enforcement of configuration standards such as restriction of special characters and spaces in field names, and deprecated support for some variable syntax including reportproperty variable syntax in custom field options, as well as list variable syntax within group functions in template formulas.
−	<!--54549 - default settings for new instance-->
−
−	==Service Packs==
−
−	===Service Pack 4===
−	Release Date: March 8 2021
−
−	====Bug Fixes====
−	* Fixed an issue with the validation engine that would intermittently begin failing, and blocking the submission of records. The issue was apparent when users would encounter a validation error blocking them from submitting records, or sign up pages. Messages such as "There are some issues with the form validation. Please contact your system administrator." would have been encountered.
−	<!--123921 - Validation error-->
−	* Fixed an issue with the permission validation for ability to create a UTA level 3 record. The system would incorrectly block the creation of a level 3 activity when the user did not have view access to the level 1, where it should instead check for access to the level 2.
−	<!--123800 - Error Message on Apply-->
−	* Fixed an issue where a field configured with both a number formatting of "Percent", and a precision, would round numbers incorrectly in view mode.
−	<!--123302 - Percentage Number field rounding incorrectly-->
−	* Fixed an issue where currency values were not storing correctly within an advanced data table for certain number formats. The number value was being incorrectly formatted for users with a locale that specified number formats without a comma symbol as the thousands separator, and a period symbol as the decimal separator. For example, a Spanish speaker entering a Euro currency formatted number as "1.234,56" would encounter an issue where the system did not correctly transform the number to the expected North American raw number format during calculation.
−	<!--123771 - XML calculations not working-->
−	* Fixed an issue where organization signup pages configured with verification services for National Center for Education Statistics (NCES) were unable to select an organization, and copy the organization details to the signup form.
−	<!--123430 - NCES Integration not working on Sign up page-->
−	* Fixed an issue where the sort order setting of an Upload - Multiple Files Storage field would be reset when navigating to another tab and re-saving within the custom field settings page.
−	<!--123915 - Multi-File field; Sort order being reset-->
−	* Fixed an issue where clicking on the new activity button on the activity list view incorrectly opens the page in the background screen when working from a modal window.
−	<!--123261 - New activity shows in background when L1 is opened in modal window-->
−	* Fixed an issue where selecting a user or contact association through the lookup modal window would not automatically close the window when the record was selected.
−	<!--123769 - No submit button in contact association modal window-->
−	* Fixed an issue where the language setting of an advanced data table section may be cleared during configuration of the sections, when built in a certain sequence.
−	<!--123954 - BUG: XML Section overwriting settings-->
−
−	====Other Changes====
−	* Updated list view and report display to now render line breaks from the stored values onto the web browser.
−	<!--121411 - Line breaks are not preserved in list view columns-->
−	* Updated the default message shown for linked record list field type when creating a new record from "Click Save before using linked record list" to "Click Save before using FIELD_CAPTION".
−	<!--122306 - Update linked record list message on new record-->
−	* Updated the invitation import feature to support the use of role caption. Previously it only supported role name.
−	<!--121333 - invitation Import requires role name instead of role caption.-->
−	* Updated the configuration of advanced data table sections to no longer accept commas within a node name.
−	<!--123899 - Saving button on ADT is clearing the form instead of saving it-->
−	* Updated the PDF generator engine to cache and load images from temporary files instead of fully within system memory while compiling the PDF file. This is intended to reduce memory usage from the PDF generation process and improve overall system performance.
−	<!--123638 - CA & Com server PDF Generation-->

---

Revision as of 11:58, 28 June 2022

General Information

Next Upgrade Date

The next upgrade is scheduled for July 20 2023.

Upgrade Schedule

Upgrade	Key Release Date	Global Release Date
March 2024	Thu, March 14 2024	Thu, March 28 2024
July 2024	Thu, July 18 2024	Thu, July 25 2024
November 2024	Thu, November 14 2024	Thu, November 28 2024
March 2025	Thu, Mar 13 2025	Thu, Mar 27 2025
July 2025	Thu, July 17 2025	Thu, July 24 2025
November 2025	Thu, November 13 2025	Thu, November 27 2025

We regularly update the list of upgrade features and schedule for both the backup and production environments on this Wiki page.

This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them.

System Upgrade Process

The objective of the System Upgrade Process is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the Backup Server and Testing Instances Wiki article, or contact the SmartSimple support desk.

For clients on a Private Cloud environment, please review the SmartSimple Upgrade Process – Dedicated Server page.

Upgrade Schedule Details

The following tables outline the detailed upgrade release cycle.

If you are part of our Key Release your SmartSimple Cloud system will be automatically upgraded according to the following schedule. Generally North American Clients are on the Key release.

Hosting	Environment	Date	Maintenance Window	Typical Downtime
Key Release	Production	Second Thursday of an upgrade month	22:00 - 23:59 EST	5 minutes
Key Release	Backup	Two weeks prior to the production upgrade	22:00 - 23:59 EST	5 minutes

If you are part of our Global Release your SmartSimple Cloud system will be automatically upgraded according to the following schedule. Generally clients in Europe, Middle East and Asia as well as Managed Dedicated clients are on the Global release.

Hosting	Environment	Date	Maintenance Window	Typical Downtime
Global Release	Production	Fourth Thursday of an upgrade month	22:00 - 23:59 local time	5 minutes
Global Release	Development/Test	Fourth Thursday of an upgrade month	22:00 - 23:59 local time	5 minutes
Global Release	Backup	Second Thursday of an upgrade month	22:00 - 23:59 local time	5 minutes

If you are on dedicated environment that is client-managed your SmartSimple Cloud system is only upgraded manually by your system administrator or by submitting a request to SmartSimple. The upgrade package is made available for you according to the following schedule.

Hosting	Environment	Date	Maintenance Window	Typical Downtime
Global Release	All	Fourth Thursday of an upgrade month	client-managed	5 minutes

Backup Environment Update

• Each backup environment will be updated to the "release candidate" prior to the upgrade date.
• This update will provide for instance specific testing of release candidate, as you can log into your respective backup environment and test the changes against your most current data and configuration.
• Internal staff will also be using these environments to perform instance specific testing.

Update Go/No-Go

• Subject to satisfactory testing on both the pre-production environments and the backup environments, the Go/No-Go decision will be made on the Wednesday prior to an upgrade release.

Upgrade Feedback and Questions

If you have questions or need assistance or want to share your thoughts on the upgrade contact our support team toll-free at 866.239.0991 or email support@smartsimple.com

Previous Upgrades

See the Previous Upgrades page for a list of previously-implemented upgrade features.

Current Upgrade Package

General Details

Upgrade Dates

Public Cloud Production release date: July 21 2022
Public Cloud Backup release date: June 30 2022

Private Cloud Production (Managed Upgrades) release date: July 28 2022
Private Cloud Backup (Managed Upgrades) release date: July 21 2022

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

Updated Behavior to User/Organization Security Matrix

Added a new setting to enable stricter controls for the User/Organization Security Matrix. For new instances, the default behavior of the system will be to apply any settings selected under the Hierarchy Permission section AND any settings selected under the Category/Role section. Currently, the default behavior would choose one section setting OR the other in some scenarios. There is no change in behavior for existing clients. However if you wish to adopt the stricter controls, navigate to Global Settings > Security tab > System Security section > Toggle off Enable Classic Security Matrix Behavior.

Updated Tab Bar to be Visible to All Users Based on Role Permissions

Visibility of the Tab Bar will no longer be controlled by both a personal setting and a role-based setting. If a role has permission to see the Tab Bar, users with that role will see it. Previously users with role permission to see the Tab Bar also had to enable an additional setting under the user menu before they would be able to see it. To enable the tab bar, go to Global Settings > Security tab > System Feature Permissions > Features tab > Enable Tab Bar.

Accessibility Mode No Longer Optional

The option to opt out of accessibility mode has been deprecated. Interface elements in all systems will be keyboard accessible to ensure compliance with accessibility standards.

Minor Updates

Retain Page Location on Save

Currently when a user saves, the page reloads and the user is brought back to the top of the page. After the upgrade, if a user saves a record page such as Level 1, 2, 3, Organization, User or Template page, then after the page reloads, the system will automatically scroll the page to approximately the user's last location.

Updated Media Library UI

Updated the look of the Media Library and surfaced the Share and Statistics features. Previously, the share and statistics features could be found if you clicked on the Edit Metadata button. The edit metadata button has now been renamed to Properties.

Added Ability to Copy Signup Pages

Added the ability to make copies of Organization and User signup pages. To make a copy of a signup page click the Save As button. In addition, signup pages will also have a new field called Signup Page Name to help distinguish between signup pages.

Updated System Generated PDFs for Top-Aligned Captions to Stay with Content

Updated system generated PDFs so that any top-aligned caption and their corresponding content is enclosed in the same table row. This will help keep question and answer content together in PDFs.

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

Added New Multi-Factor Authentication Option

Added an option to send verification codes through SMS messages or email for multi-factor authentication on user roles. To see this option, go to Global Settings > Users tab > Roles > Edit a role > Under the Multi-Factor Authentication dropdown, select Verification code via SMS or Email.

Note: SMS notifications are billable and must be enabled to receive verification codes. Contact us to enable this service on your system.

Enhanced Single Sign-On and Added Role Mapping

Updated the single sign-on (SSO) module with greater role mapping functionality to better support identity federation. A new option for role mapping is available, and if enabled, users will be provisioned with only the roles and access as configured within this mapping section, and as described by the SSO assertion received from the Identity Provider system. You may define the list of roles to be monitored or managed, and then from this list, a user upon login will have their user roles updated according to the contents of the SSO assertion. Any mapped roles that are presented in the assertion will be added to the user's profile, while any roles not explicitly presented in the assertion will be removed from the user's profile. Additionally, updates were made to the layout of the configuration page including labels, tooltips, and title bars for added clarity.

Added New Hierarchy Permissions to the User and Organization Security Matrix

Added a new hierarchy permission of Users Under Associated Organizations to the User Security Matrix and Associated Organizations to the Organization Security Matrix. This adds a new scope of access for associated users and organizations within both the User and Organization Security Matrix.

Added Ability to Provide Feedback on Invitations

Added ability to allow the user to provide a reason for accepting or declining an invitation from the system. To enable this setting, go to Configuration Settings > Level 1/2/3 tab > Invitation Templates > Edit a template > Invitation Templates tab > Toggle on Enable Input for Decline Reason and/or Enable Input for Accept Reason. To see a list of response reasons from invitees, go to the Invitation tab. If the invitee provided a reason for accepting/declining click the View Reason button.

Added Setting to Trigger a Workflow for Incomplete E-signature Requests

In the event that an e-signature status is canceled, expired, failed, or voided, a new workflow can be triggered to continue the process. For example, you might want to update the level 1 record status if the e-signature request was not completed. To enable this setting, go to the desired Special - Web Page View custom field with Enable E-signature toggled on to see the new setting called Failed to Complete Workflow.

Added a Formula Field to Advanced Data Tables

On the Advanced Data Table custom fields, you can now enter a field formula that will run on Save and Clear of the Advanced Data Table. Fields referenced in the field formula of the Advanced Data Table custom field will have their field values refreshed. For example, you could use the field formula to update the values on the underlying record pages, and those values would get updated right away so the user would not have to click save to see the updated values. To see this field, go to the desired custom field of the type Special - Advanced Data Table. Note: formulas need to be based on SQL syntax.

Added Color Settings to the Gantt Chart Type

Added new settings to the Gantt chart type to specify color codes by subject, status, type, and more. To see this setting, go to the desired custom field of type Special - Chart > Set Data Type to Records related to object > Set Chart Type to Gantt. The two new settings are Color Code By and Colors.

Added Ability to Create Copy Profiles

To see this new feature that allows you to set up predefined profiles for copying records, go to UTA Configuration Settings > Level 1/2/3 tab > Copy Profiles. Additionally, you can also set up the ability to copy a Level 1/2/3 object through a workflow on a status change by using a new Task Type of Trigger Copy Profile.

Minor Updates

Added Ability to Generate PDFs from Workflow Tasks Using a Specific Role

Added the ability for workflow tasks to generate PDFs as a specific role. For example, you could generate a PDF using the external applicant role and the fields included in the PDF would be only the fields users with that role have permission to see. To see this new setting, go to Menu Icon > Workflows > Tasks tab > Edit a task of type Generate PDF File or Generate PDF File Asynchronously > The new setting is called Generate PDF File for.

Added Ability to Add Attachments from Configuration Folders in Email Templates

Global Administrators editing email templates can now add default attachment files from a configuration folder. To see this new feature, go to Menu Icon > Email > Templates tab > Edit a template > Default Attachments (Configuration Folder).

Added New Date Option

Added a new date option to render dates with the month name fully spelled out to avoid confusion. Example: January 03, 2022 (mmmm dd yyyy). To view dates in this new format, change your settings located at User Menu > Personal Settings > Regional tab.

Added Standard Field for Pronouns

Added a new user standard field called Pronouns where users can specify their personal pronouns. To enable this field, go to Global Settings > Users tab > Standard Fields > Pronouns.

Added the Ability to Use an Email Template as the Message Template in Workflow Tasks

Previously, you could use an email template to populate the message template in a workflow email task. Once the message template was populated from the email template, there was no longer a connection between the two. If the email template was updated, the message template in the workflow task did not update. We have added an option to use the email template as the message template. This way you can use the same email template in multiple workflows and you can update the template in a single location and all workflows will get updated for easier maintenance. To see this new setting, go to Menu Icon > Workflows > Tasks tab > Edit a task of the Type of Acknowledgement > Message Template tab > Set the Message Type to Email and choose Email Template for Email Type.

Added Ability to Autosave New Records

Added a new setting to automatically save the record when opening up a new record page. To enable this setting, go to Global Settings > System tab > Toggle on Automatically Save New Records on Creation. This setting applies to new records of the following types: UTA Level 1/2/3, Users, Organizations, and Transactions.

Added Ability to Update Custom Fields across Versions without Updating the Display Order

When copying custom field changes to other versions, we added a new option to skip updating display order in case you wanted to update a field but you do not want to update the display order of that field in all versions. To see this setting, go to UTA Configuration Settings > Level 1/2/3 > Custom Fields > Select desired fields > Click Copy to Other Versions. Select Update for If field already exists to see the new toggle called Update Display Order.

Added Ability to Download All Attachments in a Record from the Record

Added ability to download all attached files from a record with a single click from inside the record. This feature collects the files from upload fields, creates a single zip file and then downloads that zip file just like the Enable File Download feature on list views. To set this feature, go to Global Settings > Security tab > System Feature Permission > Features tab > Enable File Download from Record. Once this feature is set, you can go to the desired UTA, Organization, or User record and click the Actions menu and select Download Files.

Added Integration for UK Companies House API for Organization Signup Pages

Added support for users who need to lookup organizations using the United Kingdom’s registrar Companies House. To see this option, go to Global Settings > Organization tab > Signup Pages > Create or edit a signup page > General tab > Verification Service. There is now a new option called United Kingdom Companies House (CH). You must set up an integration key in order to use this feature by going to Global Settings > Integrations tab > Integration Key Management > Create a key for Companies House.

Added Default Settings for Custom Field Translation Service

Added new translation options for text box single and multiple line custom fields. Users who utilize the translation service feature can now set a default language to translate from and to. To see the new settings, navigate to the desired text box custom field and toggle on Enable Translation Service. Enable Field Translation Service must also be toggled on, which is located under Global Settings > System tab.

Added Ability to Add Discussion Board Threads to SmartCards

Added the ability to add a discussion board thread to SmartCards. To see this feature, go to Menu Icon > Discussion Board > Click on a Topic. You will now see a list view of existing threads within that topic. Beside each thread, there is now a button with a star icon called Add to SmartCard.

Beta Previews

No features are available for beta preview this upgrade.

Notes for Admins

Added Export Functionality for Failed Logins, Locked and Expired Accounts

Added ability to export the Failed Login, Locked Accounts, and Expired Accounts. To see this, go to Global Settings > Security > Password and Activation Policies. In the left-hand navigation, click on the desired tab. There will now be an Export button at the top of the list that will export the logs as an Excel file. You can select specific records to export or export the entire list by not selecting anything. 

Added Export Functionality for Message Queue

Added ability to export Message Queue list. This will export the following fields: To, From, Subject and Dates. The export will not include the body of the message or its attachments. To see the new export, go to Menu Icon > Message Queue > click the desired tab and then click the Export button at the top of the list view.

Added Indicator Icon to Message Queue for Email Attachments

Added a paperclip icon to the list view of emails in the Message Queue to indicate whether the email contains an attachment.

SmartConnect API changes

Modified the text options under Action Types for improved clarity.

Updated Autoloader to Apply Multiple Roles/Categories for New Records

Added ability to add multiple user roles or multiple company categories when importing new records via the autoloader. This eliminates the need to apply multiple roles or categories by using additional workflows. To see this setting, go to Menu Icon > Autoloaders > Edit an autoloader > Process tab. Depending on the Create/Update Behavior option chosen, you will see the Role/Category field now accepts multiple role/category options.

Added Link to Profile for Standard Fields

Added a link beside the Created By and Updated By standard fields that open up the corresponding user profile in a new modal window. This setting is applied to UTA Level 1/2/3 records, User records, and Organization records. If you navigate to the standard field you can hide this link using the Restrict Profile Link setting.

Updated Login Pages

Added the ability to specify a Logout Redirect URL for alternate login pages. Additionally, the ability to include an "origin" URL parameter has been removed.

Added Patch for Document Generation Tools

Added additional validation to document generation tools, such as PDFWriter and DOCXWriter.

Added Security Settings to Autoloader Ad Hoc Upload Page

Added additional role security to autoloader where the ad hoc upload page will check if you are a Global Administrator or if you have any of the roles permitted to use the URL. If no roles are configured, only the Global Administrator will have access. To see this setting, go to Menu Icon > Autoloaders > Edit an autoloader > Process tab. There will be a new Role setting under the Ad Hoc Upload section.

Updated State/Province Options for Cayman Islands

Updated the list of districts (State/Province standard field) for the Cayman Islands

Added Validation to Virtual Folder and Alias Names for Login Pages

Added validation to virtual folder names and alias names within login pages to prevent illegal characters and duplicate names.

Added Role-Based Permission Access the Data Exchange History Log

Added a new role-based permission settings for the exchange history log, for the New Data Exchange. To see the setting go to Global Settings > Integrations tab > (you must be using the New Exchange Type) Import Settings or Export Settings > Edit Import/Export Setting > The new setting is called Exchange History Access.

Added SmartField Options for Chart Custom Fields

Added SmartField settings options to the custom field type Special - Chart to easily control if charts will be included in SmartFields or not .

Security Improvements

Updates to Apache, JavaScript, and Google Maps API. Removed the X-XSS-Protection header from being served by the platform.

Header Text Template Field for Portals

The header text template in portals was deprecated in a previous upgrade. Any content entered into the Header Text Template options will no longer be visible after this upgrade.

Deprecate Running Associated Workflow after Change Status Workflow Task Executed on Related Objects

On new workflow tasks of the type of "Change Status" if there is a workflow associated with the target status it will not be triggered. On existing tasks of this type, you will see a toggle Run Associated Workflow on Target Objects under the target status drop down when the target object has Related Objects option selected. This toggle will only appear on existing tasks to avoid disruption. The toggle will not appear for new tasks and if it is toggled off, it will no longer be available.

Service Packs

October 27th 2022 (202210.03)

Fixes

• Fixed an issue with status indicators when used with standard field containers.

• Fixed an issue where custom fields with top-aligned captions were not displaying as expected in View Mode.

October 20th 2022 (202210.02)

Fixes

• Fixed an issue with the Open button not working on organization contacts and associates when Enable Straight Join was toggled on for classic reports.

• Fixed an issue with PDF generation where problematic embedded PDF files did not display a file corruption message in the combined PDF.

• Fixed an issue with Annotation Mode where the custom field would lose its caption after an annotation activity occurred when the caption was set to be placed above the field.

• Fixed an issue that prevented some emails from being sent.

Other Changes

• Updated the messaging for the Upload - Multiple Files Storage custom field to include translations for Catalan and French Canadian.

October 13th 2022 (202210.01)

Fixes

• Fixed an issue with the rendering and merging operations of PDFs.

• Fixed an issue with the Upload - Single File Storage field where its instruction box disappeared when the File Upload modal window was shown.

• Fixed an issue with dynamic field visibility where instructions configured on fields under a Layout - Title Bar custom field were not being shown or hidden properly.

• Fixed listview sorting to sort on the type’s Caption instead of the type’s Name.

Other Changes

• Added support for Service Provider (SP) initiated authentication for single sign-on (SSO). Previously, only Identity Provider (IdP) initiated SSO was available. A new Multiple Environment Support (MES) Group Identifier was also added which may be used to give you a consistent configuration across multiple environments (production, testing, and backup). The system will use the Multiple Environment Support Group Identifier to detect and render the appropriate SSO link on your login page, based on your environment. To see the new settings, go to Global Settings > Integrations tab > Single Sign-On > Edit a single sign-on configuration.

• Added a new list type of Mixed Record Type to the Special - Linked Record List custom field. This new list type can be used to display multiple list views with different types of records. For example, it can show a listview of consumer activity records and a listview provider activity records in the same Linked Record List.

• Added the ability to limit which currencies can be selected by the user on the currency standard field. The new settings are called Available from Currencies and Available to Currencies.

• Updated the Field History to show both the store value and display value for custom fields. The Field History window can be seen by enabling Track Changes on dropdown lists, checkboxes, and radio button custom fields.

• Set the spellcheck attribute to be false on password input fields.

• Updated the text for the Report Builder Help.

• Added support for Polish language translations.

• Update jQuery UI to version 1.13.2.

September 22nd 2022 (202209.03)

Changes

• Added the ability to enter translations into the message template of workflow tasks using a new button called Message Template Translation Settings.

• Updated the wording on the SmartSimple Cloud cookie policy alert for more specificity.

September 15th 2022 (202209.02)

Fixes

• Fixed an issue with the Is Container setting where container organizations restricted access for associated users.

• Fixed an issue where reports were not generating PDFs when using a portal link for encrypted content.

• Fixed an issue in the Gantt charts with the display of the long date format January 03, 2022 (mmmm dd, yyyy).

• Fixed an issue with renaming files in SmartFolders.

September 8th 2022 (202209.01)

Fixes

• Fixed an issue where the number of precision values was not being applied to the custom field type Special - Chart if the chart had a Number Format set to None.

• Fixed an issue with the “Within the last X days” clause of the Advanced Search criteria when the NOT operator was in use.

• Fixed an issue with the Upload - Multiple File Storage field where the file limit could be bypassed by enabling Keep Version, uploading a file with the same name as a previously uploaded file, and utilizing the .uploadlink variable.

• Fixed an issue with the versioning on Upload - Single File Storage field where the file type restriction was not being pulled from the desired version.

• Fixed an issue with emulating a user where if you switched the language setting, it was not applying the new language setting everywhere.

• Fixed an issue with email activities where Level 2 formulas were not executing when an email was created from a Level 1 record directly instead of being triggered by a workflow.

• Fixed an issue with the Lookup - Autocomplete Options custom field where records using ssRetiredOptions were appearing in the list of options.

• Fixed an issue with portal sections of the type List View that are using the Record Count setting. If a user clicks the Show More link, the results will no longer be restricted to the height of the section on the previous page.

• Fixed an Issue with the SmartConnect API when Consumer was a level 2 and the Provider was a level 1.

• Fixed an issue where status related workflow was not triggered when the initial save on the record was triggered by auto save.

• Fixed an issue where users were not able to override the lock on status for transactions.

Other Changes

• Added a new column to the Invitations History called Invite Sent which can be sorted in descending order by date and time. To see the Invitation History, go to the desired UTA record and click Logs > Invitations History.

• Added a new option in the Custom Field Translation Settings so you can use a different file name per language when you rename uploaded files. To see this setting, edit an Upload – Single /Multiple file upload custom field and click Custom Field Translation Settings.

• Added a new Integration Key Management option called PGP Key which can be used for encryption in the report export and decryption in the autoloader.

• Updated the display of the Special - Like Button Rating custom field so the thumbs up and down will display in PDFs.

• Updated SmartCheck validation to work with the new long form date format, such as January 03, 2022 (mmmm dd, yyyy).

• Added an option of “Last 3 Months” to the System Usage Chart located at Global Settings > Systems tab.

• Deprecated the classic setting to hide the top button action bar on the user profile. Previously, this setting was located at Global Settings > Security tab > System Visibility Permissions > People tab > Hide Menu Bar.

• Added security patches for open source components.

• Updated the state/province standard field options for Kenya and the U.K.

• Updated wording on the SmartSimple Cloud cookie policy for added clarity.

August 25th 2022 (202208.02)

Fixes

Fixed an issue where the address book would retrieve multiple addresses for the same organization if the organization State field was left empty.

August 11th 2022 (202208.01)

Fixes

• Fixed an issue with custom report search where the search criteria would not automatically minimize when a query was performed.

• Fixed an issue with the Lookup - Autocomplete Options custom field where the field would lose focus when a search was performed.

• Fixed an issue where running the T2P tool would overwrite the access tokens for Docusign when the integration links option is not selected.

Other Changes

• Added a new option to hide the Publications tab in the left hand navigation on a level 1 record view. To see this setting, go to UTA Configuration Settings > Level 1 tab > Disable Publications Tab.

• Added archived standard field and custom field audit tables to the Report Builder.

• Updated the pie chart for reports so that the x-axis information is also displayed.

• Fixed an issue with attached PDF previews where portfolio PDFs were displaying icons instead of content. Additionally, any file generation errors would be appended to the last page of the PDF.

• Updated the translation files for Danish.

August 4th 2022 (202207.03)

Fixes

• Fixed an issue with the French Canadian translation file that prevented web page views from displaying.

• Fixed an issue with the sorting of rows by Last Modified date in the custom fields list view.

July 28th 2022 (202207.02)

Fixes

• Fixed an issue with time-based one-time password (TOTP) where the field for entering the code was not visible on the session timeout screen.

• Added a server-wide setting to set a maximum API record limit per call, up to a maximum of 25,000 records per call. To set this limit, go to Global Settings > System tab > Gort Agent > Server Details tab > API Record Limit Per Call.

• Fixed an issue with the display of the thousands separator for currency fields in the Advanced Data Table using a language setting of Spanish.

• Added ability to display User Type and Login Access fields in User Lookup List Views. To see these new options, go to Global Settings > Users tab > Lookup List Views > Edit a list view > Columns tab.

Other Changes

• Updated the Catalan, Danish, Spanish, and French (Canada) translation files