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Previous Upgrade: February 2013

1,117 bytes added, 01:53, 17 April 2012
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==Standard and Custom Fields==
* Settings for '''Standard Field'''s will be managed in a similar manner to Custom Fields. Including Role and Status Field Permissions lookups and the ability to '''translate''' Standard Field labels and validation messages
* An improved [[Custom Field Type: Text – Rich Text|Rich Text]] editor will be introduced. As well as improved functionality and compatibility, the array of buttons displayed can be configured by an administrator as needed via [[Global Settings]]
* File Type Restrictions: '''Single File''' and '''Multiple Files''' custom fields can be configured to define which file extensions can be uploaded to each specific field (e.g. .pdf, .doc, .xls)
 
* An improved [[Custom Field Type: Text – Rich Text|Rich Text]] editor will be introduced. As well as improved functionality and compatibility, the array of buttons displayed can be configured by an administrator as needed via [[Global Settings]]
==Transactions==
* Transaction Template Formula: server side formulas to be run whenever a transaction is saved.* Transaction Template Page: Template page that can be used for internal or external entry/update of transactions.
==Workflows==
* Setting to specify 'Append' role defined on autoloader rather than replace it if the user already exists in the system
* Allow addition of multiple roles (select many list box instead of combo box)
 
 
==Miscellaneous==
* Advanced Date Searching: When using the advanced search to search a date field (standard or custom) you can search using: On, before, after, between or is empty.
* '''Level 1 Copy''': Specify which Custom Fields will be copied when a Level 1 is copies, including specifying which are mandatory.
* '''UTA Consumer/Provider'''. Full support for Level 2 to act as both consumers and providers. Can now define a '''Role''' for Consumer/Provider relationships, including the ability to have role base custom fields to track attributes of the association between specific consumer and provider records.
* Pandora '''utarole_add, utarole_remove''' and '''utarole_update''' functions extended to create, remove and update consumer/provider relationships.
 
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