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Created page with "==General Details== ===Upgrade Dates=== Public Cloud Production release date: '''May 24th 2018'''<br /> Public Cloud Backup release date: '''May 9th 2018'''<br /> Private Cl..."
==General Details==
===Upgrade Dates===
Public Cloud Production release date: '''May 24th 2018'''<br />
Public Cloud Backup release date: '''May 9th 2018'''<br />
Private Cloud Production (Managed Upgrades) release date: '''June 7th 2018'''<br />
Private Cloud Backup (Managed Upgrades) release date: '''May 24th 2018'''
==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.''
{{#ev:youtube|LoJr8AMm7-w}}
==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===
====Simplified User Creation and Modification====
Simplified the interface surrounding the creation and modification of user records and access. The screens and options for creating a user and setting their access have been streamlined. A new access symbol has also been introduced on user profiles to indicate whether they are enabled for login access, and to allow you to easily activate an de-activate them.
<!--61124 - Improvements to user/company creation-->
[[File:2018-02-ticket-61124-1.png|thumb|none|middle|500px|Simplified user access and roles options]]
====Updated Configuration Pages====
Updated the look and feel of various system configuration pages with the new left menu navigation. We continue to update the interface of older pages in order to give you a consistent and intuitive user experience. We've also updated some areas to use a modal window instead of the previous pop-up window. This just extends the use of modal windows to areas that haven't yet been converted. Affected areas are limited to system configuration pages used by administrators.
Please note that some options have also been re-labelled or re-located from where you're used to for improved organization and intuitiveness.
Many of these changes can be seen throughout the UTA settings pages and sub-pages.
<!--65447 - Standard Action bar, list view left, object right-->
<!--65814 - Simplify configuration pages for UTA Settings-->
<!--56056 - popup windows to modal windows-->
====New Search Fields within Report Builder====
New ability to search for fields within the Report Builder. Introduced a search box when selecting fields to allow you to easily find the field you want.
<!--54507 - Report Builder Field Search-->
====Added Drag and Drop Re-Ordering to More Pages====
New ability to re-order items with simple drag and drop. We have introduced drag and drop re-ordering in a subset of configuration screens, e.g. configuration of UTA record types and statuses. Stay tuned in the future as we apply this functionality to other areas and pages to simplify configuration.
<!--54157 - Improved method of changing Display Order (drag and drop)-->
===Minor Updates===
====New Visual Differentiation for Non-Production Environments====
New visual differentiation between non-production and production environments. A persistent sign will be displayed at the top of your browser when logged into a non-production environment.
<!--62556 - Visually differentiate the backup instances-->
====Updated Currency Exchange Rate Service====
Updated the service used to retrieve currency exchange rates. The only noticeable change will be that the decimal precision for the exchange rate will have increased from 2 decimal points up to 6 now.
<!--66705 - Change currency exchange rate service to use JSON API-->
====Added Advanced Search to User and Organization Lookups====
Added advanced search functionality to user and organization lookup screens. This allows you greater search capabilities when attaching users and organizations to other records and look up fields.
<!--63545 - Add Advanced Search functionality to Lookup Picker for Contacts-->
====Improved Support for International Number Formats====
Improved support for international number formats. Introduced a user setting in the personal as well as default user setting to define your preference for character, e.g. comma or period, to delimit the thousands and decimals.
<!--52709 - Numerals with decimal comma-->
====Updated Personal Emails with Ability to Draft from Default Email Template====
Updated personal emails with the ability to draft from the default email template.
<!--52823 - Default Email Template-->
====Updated Group Email to Allow Sending to all Records====
Updated the group email feature to allow you to send through all records when none are selected in the list view. Previously, you were required to select a set of records from a list view in order to group email them. You may now group email all the records from a list view when none are selected.
<!--54749 - Group Email from L1 List View-->
====Updated External Verification Screen Address Mapping====
Updated the external verification screen for the IRS and CRS database searches to allow mapping of the Province/State search to organization fields that have "Enable Pre-defined Drop-down Options" turned on. Previously the system required the Province/State field to be a free form text in order to map from the verification search screen.
<!--29538 - IRS/CRA lookup screen: Pulldown Menu for State/Province-->
====New Ability to Sort Uploaded Documents====
New ability to sort uploaded documents on the fly. You can now sort files within the upload multiple files field on each column.
<!--53615 - Sort Filters on Document Lists-->
==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 System Administrator:
===Major Updates===
====New Ability to Identify and Label Personal Data Fields====
***Personal Data Privacy stuff.
<!--66423 - GDPR #1 PII field Identification-->
====New Ability to Attach Privacy Policies and Agreements to Sign Up Pages====
***Personal Data Privacy stuff.
<!--66427 - GDPR #2 Rights and Policies - Registration-->
====New Data Retention Policies====
New data retention policies allow you to set a retention time frame after which the system will purge a specified set of data. You can set different retention policies for different field sets through the Data Categorization feature. Do this by specifying the date field with which to compare the policy against. Please use with caution!
<!--63877 - ABAC Data Retention Policies-->
====New Impact Quadrant Chart====
New feature Impact Quadrant chart. To help you measure the impact of your work we're introducing an easier way to visualize impact. While it is targeted towards our grants and research community, this feature can be used by anyone looking to compare an impact score of UTA Level 1 records. First, define your formulas used to determine both the impact scores as well as the cost for your data sets. Next, easily create an impact quadrant chart and plug these fields in. Lastly, view your new chart to immediately visualize the differences in impact of your projects based on your own custom definitions of impact vs cost. If that wasn't enough, you also have the option of adding in the third dimension of time into the chart if you really want to spice things up.
<!--61447 - Impact Framework: Impact Quadrant chart-->
====New Ability to Define Dynamic Search Parameters for Portal Sections====
New ability to define search parameters within a portal list view panel. This makes it easier for your end users to perform ad hoc searches without having to build multiple list views for them. For example, if you have a list of records, you can let your end user easily search on date parameters, e.g. records in the last month, records coming up in the next month.
<!--47534 - listview with criteria like reports-->
====New Question Set Builder====
***
<!--66009 - Question Set Builder-->
====New Custom Field Display - Instructions====
New custom field type introduced, Display - Instructions in order to easily create stylized blocks of instruction text. These fields will also have the added ability of being able to be hidden or shown in bulk so that users familiar with your system may hide beginner tips.
<!--62757 - Consistent Instructions you can hide to aid new users-->
====New Custom Field Text - Date and Time====
New custom field type introduced, Text - Date and Time in order to store full date time values.
<!--59805 - Enhancement: Datetime custom field-->
====New Ability to Link Multiple Autoloaders====
New ability to chain multiple autoloaders to run in sequence. This allows you to load a single file through multiple autoloader imports in a specific sequence. This is useful for various integration processes that aim to import data. This feature is not just limited to parsing a single file either, as you can chain autoloaders that retrieve from different external sources.
<!--52594 - Linking Autoloader-->
====New Ability for Autoloaders to Pull from OData Sources====
New ability for the autoloader to ingest data from an OData source. We also revisited the other external sources that can feed into autoloaders and strengthened the existing options, as well as automated scheduling functionality too.
<!--62753 - Autoloader New feature - Load from OData-->
====New Ability to Schedule Report Exports====
New ability to schedule and automate report exports to a SmartFolder or external SFTP site. You can now schedule a recurring task on a daily, weekly, or monthly basis to automatically run a report and export the contents. This first release is limited to the file export functionality, e.g. CSV, with support for custom export formatting coming in a future release.
<!--54913 - Ability to store report export to specified SmartFolder-->
====New Integration with LexisNexis Watchlist Verification====
New integration with LexisNexis and their watchlist verification services. Bring your own license and enable this feature to easily perform your due diligence and compliance.
<!--64887 - Add Integration Support for LexisNexis Watchlist scanning-->
====Added Support for Scheduling of GuideStar Charity Checks====
Added support for scheduling checks against GuideStar Charity Check integration. Introduced a new workflow task type for company records aptly named GuideStar Charity Check. This will allow you to call the charity verification function ad hoc. We've also introduced a scheduling feature within the GuideStar Charity Check settings that will allow you to schedule automated checks against entire categories of organizations.
<!--66246 - Guidestar Charity Check Scheduling-->
====New Ability to Upload Pictures for Portal Shortcuts and Sections====
New ability to upload your own pictures for use as portal shortcuts or section backgrounds. This gives you even more ability to customize and brand your portal.
<!--66996 - Image shortcuts-->
<!--66998 - Sections with an image background-->
====Added Ability to Configure New Button For Portal Sections====
Updated the configuration of portal sections with the ability to add a button to create new records. In appropriate portal sections such as list views, you may now configure a New button to allow end users to create new records.
<!--57551 - Have an add button to create level 1 in the section in the portal-->
====Enhanced UTA Security Matrix with more Granular Organization Permissions====
Enhanced the UTA security matrix for more granular control of permissions for organizations. Previously, the security matrix for UTA Level 1 records had only a single attribute for organizations. This permission attribute has now been separated into three separate attributes in relation to the standard fields for internal organization (branch), external organization (customer), and multiple organizations (accounts). We've also copied any existing permissions to all of these new settings so there will be no effect to your system resulting from this change.
<!--56456 - Enhancement Request: Separate Customer from Organizations in UTA security matrix-->
====Enhanced Amortization Module to Accept Direct Principal Payments====
Enhanced the amortization module with the ability to enter direct payments towards the principal and recalculate the amortization schedule. In order to support this, new settings have been introduced to define the payment frequency, status of paid payments, and the contribution to the principal for each payment.
<!--65721 - Amortization Schedule principal payment record-->
====New Default Page Layout for Sign Up Pages====
New option in configuration of sign up pages to use Default page layout. With this setting enabled you will no longer be able to customize the HTML template for the sign up page. Instead, you will benefit from never having to customize the template, and your pages will automatically update along with our default template when we add new features or update the look and feel of our sign up pages. One change from this release will be the positioning of field labels moving inside the input to save space for mobile platforms and for a more modern user experience.
<!--60027 - Field labels inside inputs-->
<!--65734 - Organization signup verification IRS ABN CRA wizard-->
===Minor Updates===
====Added Captions for User Roles and Company Categories====
Added the ability to define captions for user roles and company categories without changing the role and category names. This is also extendible to multiple language captions.
<!--44842 - Caption for Roles-->
====New Option for Submit Buttons Only On New Records====
New option in configuration of submit buttons to make them available only on new records. This will allow you to configure specific submit buttons only for the first time you save a record.
<!--62233 - Enhancement: Add 'On New Record' options for submit buttons -->
====Updated Custom Batch Update to Allow Free Form Edits====
Updated the custom batch update button to allow you to configure custom updates to fields, e.g. Owner, People, Branch, Client, Contact, Companies. Previously, these fields were limited to only allow updates to specific pre-set values, but we've opened them up for dynamic free form editing now.
<!--49794 - List View Batch Update Improvement-->
====Added Availability of Workflow Task Types to UTA Role/Company Assignment Workflows====
Added the availability of the generate PDF and update custom field workflow task types to the UTA role assignment and UTA company assign workflow types. You can now configure those task types to trigger on those events.
<!--20451 - Workflow Task Visibility-->
====Added Availability of Instruction Text to Organization and User Duplicate Check====
Added the availability of instruction text to the organization and user duplicate check pages. You can now configure your own instructional text for either of those pages.
<!--60688 - Enhancement: Ability to add Instructions to Duplicate Check-->
====Added Availability of CAPTCHA for UTA Level 1 Template Pages====
Added the availability of CAPTCHA verification to the UTA Level 1 template page.
<!--56200 - Make the Captcha option available in the level 1 template-->
====Added Availability of Customizable List Views for Company Associations====
Added the availability of customizable list view settings for the Related Companies tab within an organization record.
<!--57218 - Unable to set listview that displays in the Related Companies tab-->
====Updated Google Civic Integration for more Granularity====
Updated the Google Civic information integration to allow you to pull the details for each level of government separately. You can now pull the details for the state assembly, state senate, and house of representatives separately if needed. Some of the following have been newly introduced, and the full list of mapping paths is as follows:
State Assembly (lower house)
Rep name: reps\lower\full_name
District Name: reps\lower\district
District Type: reps\lower\party
State Senate (upper house)
Rep name: reps\upper\full_name
District Name: reps\upper\district
District Type: reps\upper\party
House of Representatives
Rep name: city\offices\officials\name
District Name: city\name
District Type: city\offices\officials\party
<!--65950 - Legislative Information Feature - Modifications-->
==Beta Previews==
There are no beta previews for this release.
==Notes for Admins==
====New Ability to Configure Many-To-One Submit Buttons====
New ability to configure a single submit button to be available for many-to-one status changes. This simplifies the configuration of process flow, and allows you to consolidate multiple submit buttons that were previously limited to one-to-one status changes.
<!--64300 - allow multiple from statuses for a submit button-->
====Updated Configuration of UTA Statuses to Include Type Availability====
Updated the configuration screen of UTA Level 2 statuses to include the Level 2 types that they are made available to. Previously, you could only associate a status to a type from the type configuration screen. Now, you can associate the available types and statuses from either the type or status configuration screen.
<!--59522 - Possible to see which types use a particular status-->
====New Variables for Currency Exchange====
New variables introduced to differentiate between the name and the code of the currency and exchange currency of a record. The new variables are:
@currencycode@ (e.g. 'USD')
@excurrencycode@
@currencyname@ (e.g. 'US Dollars')
@excurrencyname@
<!--41305 - Currency Standard field variable inconsistency-->
====New SmartConnect API Functions====
New functions introduced for the SmartConnect API. Added support for the following:
Variables Replace function. Send a block of text with variables, and the return will be the text with the variables replaced in context to the referenced record.
Transaction record functions. List, get, and update functions for transaction records.
System Variable functions. List, and update functions for system variables.
<!--65688 - Enhancement Request - REST API-->
====New Workflow Task Type for REST Posts====
***New workflow task type
<!--67458 - Add GET/POST REST services workflow tasks that are compatible with JSON-->
====New Variable Syntax to Parse JSON====
***New variable syntax to get JSON
67458 - Add GET/POST REST services workflow tasks that are compatible with JSON
====Updated Visibility Setting for UTA Email Tab====
Updated the visibility setting that controls the availability of the Email tab on the UTA Level 1 and duplicated the setting for the UTA Level 2. Previously, this one setting controlled the availability of the Email tab for both levels, but are now two separate granular controls.
<!--41793 - Disable Email setting applies to L1 and L2-->
====Updated Interface for Custom Field Permission Quick Edit====
Updated the system configuration screen for permission quick edit of custom fields with sticky table headers for improved usability.
<!--60796 - Aug-Sep Upgrade: Quick Edit for Custom Fields Unusable-->
====New Service Group Numbering for Data Exchange====
New service group numbering configuration for case management systems. You can now configure service group numbers for cases received via Data Exchange.
<!--64469 - CMS - Enhance Multi Service Process-->
===Upgrade Dates===
Public Cloud Production release date: '''May 24th 2018'''<br />
Public Cloud Backup release date: '''May 9th 2018'''<br />
Private Cloud Production (Managed Upgrades) release date: '''June 7th 2018'''<br />
Private Cloud Backup (Managed Upgrades) release date: '''May 24th 2018'''
==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.''
{{#ev:youtube|LoJr8AMm7-w}}
==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===
====Simplified User Creation and Modification====
Simplified the interface surrounding the creation and modification of user records and access. The screens and options for creating a user and setting their access have been streamlined. A new access symbol has also been introduced on user profiles to indicate whether they are enabled for login access, and to allow you to easily activate an de-activate them.
<!--61124 - Improvements to user/company creation-->
[[File:2018-02-ticket-61124-1.png|thumb|none|middle|500px|Simplified user access and roles options]]
====Updated Configuration Pages====
Updated the look and feel of various system configuration pages with the new left menu navigation. We continue to update the interface of older pages in order to give you a consistent and intuitive user experience. We've also updated some areas to use a modal window instead of the previous pop-up window. This just extends the use of modal windows to areas that haven't yet been converted. Affected areas are limited to system configuration pages used by administrators.
Please note that some options have also been re-labelled or re-located from where you're used to for improved organization and intuitiveness.
Many of these changes can be seen throughout the UTA settings pages and sub-pages.
<!--65447 - Standard Action bar, list view left, object right-->
<!--65814 - Simplify configuration pages for UTA Settings-->
<!--56056 - popup windows to modal windows-->
====New Search Fields within Report Builder====
New ability to search for fields within the Report Builder. Introduced a search box when selecting fields to allow you to easily find the field you want.
<!--54507 - Report Builder Field Search-->
====Added Drag and Drop Re-Ordering to More Pages====
New ability to re-order items with simple drag and drop. We have introduced drag and drop re-ordering in a subset of configuration screens, e.g. configuration of UTA record types and statuses. Stay tuned in the future as we apply this functionality to other areas and pages to simplify configuration.
<!--54157 - Improved method of changing Display Order (drag and drop)-->
===Minor Updates===
====New Visual Differentiation for Non-Production Environments====
New visual differentiation between non-production and production environments. A persistent sign will be displayed at the top of your browser when logged into a non-production environment.
<!--62556 - Visually differentiate the backup instances-->
====Updated Currency Exchange Rate Service====
Updated the service used to retrieve currency exchange rates. The only noticeable change will be that the decimal precision for the exchange rate will have increased from 2 decimal points up to 6 now.
<!--66705 - Change currency exchange rate service to use JSON API-->
====Added Advanced Search to User and Organization Lookups====
Added advanced search functionality to user and organization lookup screens. This allows you greater search capabilities when attaching users and organizations to other records and look up fields.
<!--63545 - Add Advanced Search functionality to Lookup Picker for Contacts-->
====Improved Support for International Number Formats====
Improved support for international number formats. Introduced a user setting in the personal as well as default user setting to define your preference for character, e.g. comma or period, to delimit the thousands and decimals.
<!--52709 - Numerals with decimal comma-->
====Updated Personal Emails with Ability to Draft from Default Email Template====
Updated personal emails with the ability to draft from the default email template.
<!--52823 - Default Email Template-->
====Updated Group Email to Allow Sending to all Records====
Updated the group email feature to allow you to send through all records when none are selected in the list view. Previously, you were required to select a set of records from a list view in order to group email them. You may now group email all the records from a list view when none are selected.
<!--54749 - Group Email from L1 List View-->
====Updated External Verification Screen Address Mapping====
Updated the external verification screen for the IRS and CRS database searches to allow mapping of the Province/State search to organization fields that have "Enable Pre-defined Drop-down Options" turned on. Previously the system required the Province/State field to be a free form text in order to map from the verification search screen.
<!--29538 - IRS/CRA lookup screen: Pulldown Menu for State/Province-->
====New Ability to Sort Uploaded Documents====
New ability to sort uploaded documents on the fly. You can now sort files within the upload multiple files field on each column.
<!--53615 - Sort Filters on Document Lists-->
==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 System Administrator:
===Major Updates===
====New Ability to Identify and Label Personal Data Fields====
***Personal Data Privacy stuff.
<!--66423 - GDPR #1 PII field Identification-->
====New Ability to Attach Privacy Policies and Agreements to Sign Up Pages====
***Personal Data Privacy stuff.
<!--66427 - GDPR #2 Rights and Policies - Registration-->
====New Data Retention Policies====
New data retention policies allow you to set a retention time frame after which the system will purge a specified set of data. You can set different retention policies for different field sets through the Data Categorization feature. Do this by specifying the date field with which to compare the policy against. Please use with caution!
<!--63877 - ABAC Data Retention Policies-->
====New Impact Quadrant Chart====
New feature Impact Quadrant chart. To help you measure the impact of your work we're introducing an easier way to visualize impact. While it is targeted towards our grants and research community, this feature can be used by anyone looking to compare an impact score of UTA Level 1 records. First, define your formulas used to determine both the impact scores as well as the cost for your data sets. Next, easily create an impact quadrant chart and plug these fields in. Lastly, view your new chart to immediately visualize the differences in impact of your projects based on your own custom definitions of impact vs cost. If that wasn't enough, you also have the option of adding in the third dimension of time into the chart if you really want to spice things up.
<!--61447 - Impact Framework: Impact Quadrant chart-->
====New Ability to Define Dynamic Search Parameters for Portal Sections====
New ability to define search parameters within a portal list view panel. This makes it easier for your end users to perform ad hoc searches without having to build multiple list views for them. For example, if you have a list of records, you can let your end user easily search on date parameters, e.g. records in the last month, records coming up in the next month.
<!--47534 - listview with criteria like reports-->
====New Question Set Builder====
***
<!--66009 - Question Set Builder-->
====New Custom Field Display - Instructions====
New custom field type introduced, Display - Instructions in order to easily create stylized blocks of instruction text. These fields will also have the added ability of being able to be hidden or shown in bulk so that users familiar with your system may hide beginner tips.
<!--62757 - Consistent Instructions you can hide to aid new users-->
====New Custom Field Text - Date and Time====
New custom field type introduced, Text - Date and Time in order to store full date time values.
<!--59805 - Enhancement: Datetime custom field-->
====New Ability to Link Multiple Autoloaders====
New ability to chain multiple autoloaders to run in sequence. This allows you to load a single file through multiple autoloader imports in a specific sequence. This is useful for various integration processes that aim to import data. This feature is not just limited to parsing a single file either, as you can chain autoloaders that retrieve from different external sources.
<!--52594 - Linking Autoloader-->
====New Ability for Autoloaders to Pull from OData Sources====
New ability for the autoloader to ingest data from an OData source. We also revisited the other external sources that can feed into autoloaders and strengthened the existing options, as well as automated scheduling functionality too.
<!--62753 - Autoloader New feature - Load from OData-->
====New Ability to Schedule Report Exports====
New ability to schedule and automate report exports to a SmartFolder or external SFTP site. You can now schedule a recurring task on a daily, weekly, or monthly basis to automatically run a report and export the contents. This first release is limited to the file export functionality, e.g. CSV, with support for custom export formatting coming in a future release.
<!--54913 - Ability to store report export to specified SmartFolder-->
====New Integration with LexisNexis Watchlist Verification====
New integration with LexisNexis and their watchlist verification services. Bring your own license and enable this feature to easily perform your due diligence and compliance.
<!--64887 - Add Integration Support for LexisNexis Watchlist scanning-->
====Added Support for Scheduling of GuideStar Charity Checks====
Added support for scheduling checks against GuideStar Charity Check integration. Introduced a new workflow task type for company records aptly named GuideStar Charity Check. This will allow you to call the charity verification function ad hoc. We've also introduced a scheduling feature within the GuideStar Charity Check settings that will allow you to schedule automated checks against entire categories of organizations.
<!--66246 - Guidestar Charity Check Scheduling-->
====New Ability to Upload Pictures for Portal Shortcuts and Sections====
New ability to upload your own pictures for use as portal shortcuts or section backgrounds. This gives you even more ability to customize and brand your portal.
<!--66996 - Image shortcuts-->
<!--66998 - Sections with an image background-->
====Added Ability to Configure New Button For Portal Sections====
Updated the configuration of portal sections with the ability to add a button to create new records. In appropriate portal sections such as list views, you may now configure a New button to allow end users to create new records.
<!--57551 - Have an add button to create level 1 in the section in the portal-->
====Enhanced UTA Security Matrix with more Granular Organization Permissions====
Enhanced the UTA security matrix for more granular control of permissions for organizations. Previously, the security matrix for UTA Level 1 records had only a single attribute for organizations. This permission attribute has now been separated into three separate attributes in relation to the standard fields for internal organization (branch), external organization (customer), and multiple organizations (accounts). We've also copied any existing permissions to all of these new settings so there will be no effect to your system resulting from this change.
<!--56456 - Enhancement Request: Separate Customer from Organizations in UTA security matrix-->
====Enhanced Amortization Module to Accept Direct Principal Payments====
Enhanced the amortization module with the ability to enter direct payments towards the principal and recalculate the amortization schedule. In order to support this, new settings have been introduced to define the payment frequency, status of paid payments, and the contribution to the principal for each payment.
<!--65721 - Amortization Schedule principal payment record-->
====New Default Page Layout for Sign Up Pages====
New option in configuration of sign up pages to use Default page layout. With this setting enabled you will no longer be able to customize the HTML template for the sign up page. Instead, you will benefit from never having to customize the template, and your pages will automatically update along with our default template when we add new features or update the look and feel of our sign up pages. One change from this release will be the positioning of field labels moving inside the input to save space for mobile platforms and for a more modern user experience.
<!--60027 - Field labels inside inputs-->
<!--65734 - Organization signup verification IRS ABN CRA wizard-->
===Minor Updates===
====Added Captions for User Roles and Company Categories====
Added the ability to define captions for user roles and company categories without changing the role and category names. This is also extendible to multiple language captions.
<!--44842 - Caption for Roles-->
====New Option for Submit Buttons Only On New Records====
New option in configuration of submit buttons to make them available only on new records. This will allow you to configure specific submit buttons only for the first time you save a record.
<!--62233 - Enhancement: Add 'On New Record' options for submit buttons -->
====Updated Custom Batch Update to Allow Free Form Edits====
Updated the custom batch update button to allow you to configure custom updates to fields, e.g. Owner, People, Branch, Client, Contact, Companies. Previously, these fields were limited to only allow updates to specific pre-set values, but we've opened them up for dynamic free form editing now.
<!--49794 - List View Batch Update Improvement-->
====Added Availability of Workflow Task Types to UTA Role/Company Assignment Workflows====
Added the availability of the generate PDF and update custom field workflow task types to the UTA role assignment and UTA company assign workflow types. You can now configure those task types to trigger on those events.
<!--20451 - Workflow Task Visibility-->
====Added Availability of Instruction Text to Organization and User Duplicate Check====
Added the availability of instruction text to the organization and user duplicate check pages. You can now configure your own instructional text for either of those pages.
<!--60688 - Enhancement: Ability to add Instructions to Duplicate Check-->
====Added Availability of CAPTCHA for UTA Level 1 Template Pages====
Added the availability of CAPTCHA verification to the UTA Level 1 template page.
<!--56200 - Make the Captcha option available in the level 1 template-->
====Added Availability of Customizable List Views for Company Associations====
Added the availability of customizable list view settings for the Related Companies tab within an organization record.
<!--57218 - Unable to set listview that displays in the Related Companies tab-->
====Updated Google Civic Integration for more Granularity====
Updated the Google Civic information integration to allow you to pull the details for each level of government separately. You can now pull the details for the state assembly, state senate, and house of representatives separately if needed. Some of the following have been newly introduced, and the full list of mapping paths is as follows:
State Assembly (lower house)
Rep name: reps\lower\full_name
District Name: reps\lower\district
District Type: reps\lower\party
State Senate (upper house)
Rep name: reps\upper\full_name
District Name: reps\upper\district
District Type: reps\upper\party
House of Representatives
Rep name: city\offices\officials\name
District Name: city\name
District Type: city\offices\officials\party
<!--65950 - Legislative Information Feature - Modifications-->
==Beta Previews==
There are no beta previews for this release.
==Notes for Admins==
====New Ability to Configure Many-To-One Submit Buttons====
New ability to configure a single submit button to be available for many-to-one status changes. This simplifies the configuration of process flow, and allows you to consolidate multiple submit buttons that were previously limited to one-to-one status changes.
<!--64300 - allow multiple from statuses for a submit button-->
====Updated Configuration of UTA Statuses to Include Type Availability====
Updated the configuration screen of UTA Level 2 statuses to include the Level 2 types that they are made available to. Previously, you could only associate a status to a type from the type configuration screen. Now, you can associate the available types and statuses from either the type or status configuration screen.
<!--59522 - Possible to see which types use a particular status-->
====New Variables for Currency Exchange====
New variables introduced to differentiate between the name and the code of the currency and exchange currency of a record. The new variables are:
@currencycode@ (e.g. 'USD')
@excurrencycode@
@currencyname@ (e.g. 'US Dollars')
@excurrencyname@
<!--41305 - Currency Standard field variable inconsistency-->
====New SmartConnect API Functions====
New functions introduced for the SmartConnect API. Added support for the following:
Variables Replace function. Send a block of text with variables, and the return will be the text with the variables replaced in context to the referenced record.
Transaction record functions. List, get, and update functions for transaction records.
System Variable functions. List, and update functions for system variables.
<!--65688 - Enhancement Request - REST API-->
====New Workflow Task Type for REST Posts====
***New workflow task type
<!--67458 - Add GET/POST REST services workflow tasks that are compatible with JSON-->
====New Variable Syntax to Parse JSON====
***New variable syntax to get JSON
67458 - Add GET/POST REST services workflow tasks that are compatible with JSON
====Updated Visibility Setting for UTA Email Tab====
Updated the visibility setting that controls the availability of the Email tab on the UTA Level 1 and duplicated the setting for the UTA Level 2. Previously, this one setting controlled the availability of the Email tab for both levels, but are now two separate granular controls.
<!--41793 - Disable Email setting applies to L1 and L2-->
====Updated Interface for Custom Field Permission Quick Edit====
Updated the system configuration screen for permission quick edit of custom fields with sticky table headers for improved usability.
<!--60796 - Aug-Sep Upgrade: Quick Edit for Custom Fields Unusable-->
====New Service Group Numbering for Data Exchange====
New service group numbering configuration for case management systems. You can now configure service group numbers for cases received via Data Exchange.
<!--64469 - CMS - Enhance Multi Service Process-->
