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Upgrades by Category

2,502 bytes added, 16:35, 30 April 2013
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* UTA Transactions can bridge 2 different UTAs, either at Level 1 or at Level 2.
|May 2009
|+
|[[Status#Submit Button Script (Level 1 Only)|Level 1 Submit Button Script]]
* Allows you to define a script that is run when the '''Submit''' button is pressed. The normal Submit button functions are not executed (validation and status change).
* This will allow you to create a [[Custom Field Type: Special – Browser Script|Browser Script]] that will perform custom validation of the data on the page, and can then optionally change the [[status]] or execute the submit function as part of the script.
|July 2009
|+
|[[Status#Status Settings|Level 2 and Level 3 Submitted URL]]
* When the Submit button is pressed for a given [[Status]], instead of remaining on the view of the current record the [[User|user]] will be redirected to the [[URL]] defined in this section. If no [[URL]] is entered the current record will stay in view.
* This was introduced for Level 1 in the last upgrade, and now has expanded to include Level 2 and Level 3.
|July 2009
|+
|[[Types#Type Settings|Level 2 Type Tab Label]]
* Currently you can configure Level 2 Types to be shown on their own tab in the list view at the bottom of Level 1 records, with each tab labelled with the name of the Level 2 Type it contains.
* Following this upgrade you will be able to define the tab name for any Types that you wish to have on tabs. If you use the same tab name for multiple Types they will appear on the same tab, allowing you to group related Level 2 Types.
|July 2009
|+
|[[Skills Matching Template]]
* There are now 2 different types of [[Level 1 Templates]] available. In addition to the Standard Template there is now a '''Skills Matching Template'''.
* The Skills Matching Template allows you to define a set of skills that are related to a particular Level 1 record. In the Contact section of that record a '''Skills Match''' button will appear which will allow you to find contacts that have the relevant skills defined for that [[Entity|entity]].
* ''For example, if the Level 1 record is a funding application for a project researching whale migration patterns you may want to assign reviewers with skills in oceanography, marine biology and meteorology.''
|July 2009
|+
|[[Advanced Logic|Advanced Logic to Suppress Contact Hyperlinks]]
* Using [[Advanced Logic]] you are now able to suppress the Contacts hyperlink at Level 1.
* This allows you to define criteria to prevent [[UTA]] [[User|users]] from clicking into and viewing the contact record for contacts associated with a Level 1 record.
|July 2009
|}
 
 
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