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Template:November2017Upgrade

2,854 bytes added, 15:31, 17 November 2017
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# With these changes comes a new ability to dock the associated lists into a right-pane. This means that you'll be able to see the associated organizations and contacts concurrently with the application form.
<!--60909 - Revised object pages-->
 
'''Before:'''
 
[[File:2017-11-object-before-1.png|frame|none|middle|400px|Grid of shortcut icons]]
 
[[File:2017-11-object-before-2.png|frame|none|middle|400px|Grid of shortcut icons]]
 
'''After:'''
 
[[File:2017-11-object-after-1.png|frame|none|middle|400px|Grid of shortcut icons]]
 
[[File:2017-11-object-after-2.png|frame|none|middle|400px|Grid of shortcut icons]]
 
[[File:2017-11-object-after-3.png|frame|none|middle|400px|Grid of shortcut icons]]
Organization and contact record pages have also been updated for an improved look and feel. The default profile card has been updated with a new look.
<!--56545 - Contact/organization Card-->
 
[[File:2017-11-contact-profile.png|frame|none|middle|400px|Grid of shortcut icons]]
====Minor Enhancements to User Interface====
<!--56182 - Improved Ajax lookup-->
<!--59639 - Lookup in iphone/mobile-->
 
[[File:2017-11-lookup.png|frame|none|middle|400px|Grid of shortcut icons]]
* Updated display of multiple file field custom fields for improved look and feel.
<!--60911 - Improved multiple file field list rendering-->
 
[[File:2017-11-multipleupload.png|frame|none|middle|400px|Grid of shortcut icons]]
* Updated alert messages throughout the system for improved look and feel.
<!--60949 - New style for alerts Jquery-confirm-->
 
[[File:2017-11-alert.png|frame|none|middle|400px|Grid of shortcut icons]]
* Updated display of tabs throughout the system for improved look and feel.
* Updated date/time pickers throughout the system for improved look and feel.
<!--60966 - Improved Start/End Time and Date Picker-->
 
[[File:2017-11-datetime.png|frame|none|middle|400px|Grid of shortcut icons]]
* Removed dotted underline indicator from fields and moved any attributes such as field history, etc., out for greater visibility.
The buttons to create new records has been moved from the top action bar down into the action bar of a list view. This was done for improved ease of use and consistency. With this change we've been able to enhance list views to more easily create objects of that type. For example, within a level 1 application, if you have the level 2 activities tabbed out into different types, e.g. reviews, payments, etc., you will be able to directly create those activities from the tabbed list view. Also due to this change, we've removed the ability to create new level 2s from within an organization record.
<!--60920 - Move new button above list-->
 
[[File:2017-11-level2fromlevel1button.png|frame|none|middle|400px|Grid of shortcut icons]]
====Enhanced List Views Maps====
The map feature for list views has been updated for an improved experience and greater functionality. You can now dive into a record and specify the various addresses associated to the record whether it be from associated organizations or contacts.
<!--42294 - Maps Feature in List View-->
 
[[File:2017-11-map.png|frame|none|middle|400px|Grid of shortcut icons]]
====New System Security Summary Page====
====Simplified Configuration of Login and Sign Up Page Templates====
Updated the configuration screens for login and sign up pages with easy field settings. You can now easily create great looking default pages without any configuration of HTML or CSS syntax. We've also introduced a new preview panel into the configuration screen of the login page. This panel will show you in real-time what your page will look like with your edits as you make them. Look out for this preview panel to be introduced in other areas in future updates.
***<!--58652 - hide confirmation template on org signup page when not used-->
<!--59814 - Improved Login page (no html CSS rich text exposed)-->
 
[[File:2017-11-login.png|frame|none|middle|400px|Grid of shortcut icons]]
===Minor Updates===
New custom field available for geographical mapping. With this field you can allow your users to easily mark up a Google integrated map by dropping pins, or drawing areas for all of your mapping needs.
<!--59432 - New Mapping Custom Field-->
 
[[File:2017-11-geocode.png|frame|none|middle|400px|Grid of shortcut icons]]
====New External Data Source Custom Field Type====
<!--61807 - External data source lookup-->
====New Activity ConsolidationSimplified Configuration of Provider/Consumer Creation Buttons====New ability to consolidate level 3 activities up simplified configurations available in order for users to a single level 2 activity. This feature takes a copy of multiple level 2 activities and copies their level 3 activities into a brand new consolidated activitycreate consumer records under provider records. For example, in the research management grants space where you might have multiple review activities, each with their own comment activitiesa program/call manager application (the provider), underneath which you may wish allow applicants to copy apply for grants underneath these umbrella programs within a submission/grant manager application (the consumer). This new feature simplifies the configuration of new programs/calls and determining if and consolidate the reviews into a single combined review in order when applicants can apply to publishthese.<!--60937 62699 - reviewer feedback consolidationSystematize UTA Provider/Consumer Apply Button-->
====Simplified Contact Assignment Module====
<!--60939 - Declaration button - Objective: quick change CURRENT user role by a pre-defined button when user viewing a levelone record (Due Sept 15, 2017)-->
<!--60941 - Assignment reminder - Objective: sending reminder to contact who have assigned to an levelone contact who have not changed to another role yet (Due Sept 15, 2017)-->
 
====New Activity Consolidation====
New ability to consolidate level 3 activities up to a single level 2 activity. This feature takes a copy of multiple level 2 activities and copies their level 3 activities into a brand new consolidated activity. For example, in the research management space where you have multiple review activities, each with their own comment activities, you may wish to copy and consolidate the reviews into a single combined review in order to publish.
<!--60937 - reviewer feedback consolidation-->
====New Workflow Connector Conditions====
<!--57702 - CSI Web Integration - add Threshold as Global Setting Option-->
====Enhanced Notes with Deny View Permission=====
Enhanced note types with the ability to configure deny role permissions.
<!--58948 - Notes - Deny View-->
==Notes for Admins==
====Simplified Configuration of Text Box - Multiple Lines Custom Field====Simplified the configuration of the Text Box - Multiple Lines custom field by defaulting the label position above the field and the width to full screen width as the recommended setting.<!--32473 - Implementation efficiency: Text Box - Multiple Lines - default label positionDefault label position above on the multi-line custom field 41485 - Accounting FieldsNew standard fields in the Accounting module 53297 - Disabling workflows on instanceNew ability to disable all workflows in an instance>
54467 - Autoloader for L1/L2 ====New Ability to Orgs/Contacts AssociationsDisable Workflows from Triggering====New ability to import associations between UTA level 1 disable all workflows from triggering. You will find a setting in the Global Settings that will allow you to disable and level 2 objects, re-enable workflows from triggering. This can be used when you're importing or batch updating records and don't want workflows and notifications to organizations and contactstrigger.<!--53297 - Disabling workflows on instance-->
58522 - ====Enhanced Autoloader with Ability to Import Contact and Organization Primary ContactAssociations====New Enhanced the autoloader with the ability to enable associated contacts to be designated as the primary import contact of an and organizationassociations to UTA level 1 and 2 records.<!--54467 - Autoloader for L1/L2 to Orgs/Contacts Associations-->
58954 - Easy way ====New Ability to resize XML columnsDesignate Associated Contacts as Primary Contact of Organization====New ability to customize designate a contact as the widths of XML columnsprimary contact for multiple organizations that they are associated to. A setting in the Global Settings will enable you to do this.<!--58522 - Organization Primary Contact-->
59458 ====Simplified the Configuration of Column Widths within XML Section Builder====Simplified the XML Section Builder of the Special - Option XML Data custom field by allowing you to rename Activities tabexplicitly define the column widths in order to easily refine the layout of your table.New ability <!--58954 - Easy way to rename the activities tab under an organization or contact recordresize XML columns-->
====New Ability to Move Custom Fields up a Level====You can now move fields contained within a Dynamic Control custom field up and out of the Dynamic Control field. You can also move fields from under type specific records up to the global common field set.<!--61187 - Allow move Dynamic Control subfields to Main Custom Field listNew ability to move custom fields up from dynamic control fields, as well as from types to global-->
Chin
Smartstaff, administrator
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