Smartstaff, administrator
687
edits
Changes
no edit summary
''To watch this video in full screen, please click on the '''full screen''' button on the bottom right.''
<!--
{{#ev:youtube|ma-aFY6quJg}}
-->
<!--
====Extended Split Screen Functionality to Portal Sections====
Extended the split screen ability to portal list views. You can now expand a portal section into a list view split screen if you are using the default theme for that section. This will allow you to easily expand portal sections and work off the list of records with a split screen simultaneously displaying the record page.
[[File:2019-02-ticket-67929-1.png|thumb|none|500px|Open a default themed sections in split screen using the new button.]]
<!--67929 - Portal list view open in split screen-->
==Global System Upgrades==
<!--83808 - Geo Mapping CF-->
<!--
==Beta Previews==
-->
==Notes for Admins==
====Enhanced Workflow Task with Ability to Update Multiple Custom Field Values====
Enhanced the Workflow task for Update Custom Field Value to allow you to specify multiple field updates in a single task. This is to reduce the complexity and maintenance effort of configuring Workflows that require multiple field updates.
<!--87629 - Workflow task to update multiple field values-->
====New Validation on Select Configuration Pages to Alert Potential Syntax Errors====
New validation on some configuration pages that will alert you to potential syntax errors. This will try to prevent configuration errors stemming from such things as missing trailing brackets or variable enclosures.
<!--85119 - Validate Syntax on Save-->
====Expanded Support for Configuration SmartFolders to more Areas====
Expanded the support for Configuration SmartFolders throughout the system. This new version of SmartFolders can now be selected for use with Word Merge custom field types, report export templates, and list view export templates. These were areas that had the option of selecting from SmartFolders but not Configuration Folders yet. With these updates, we encourage you to now make the switch from SmartFolders to Configuration Folders!
<!--87547 - Expand use of Configuration Folders-->
====New Ability to Store Temporary Session Variable====
New ability to store temporary session variables against the current user session. You can now use a function call to store a value against the current user's session, and then retrieve it using a variable call.
To store a value, we have introduced a javascript function call setVar(key,value) that you can use to store a key value pair.
To retrieve a value, we have introduced a new variable syntax ''@system.session.key@'' where 'key' should be replaced with your key name.
<!--85392 - Complex Scripts required to synchronize Workbench Section-->
====Enhanced Provider/Consumer Assignment Declaration Buttons with Ability to Create Activities on Consumer====
Enhanced the Provider/Consumer Assignment Module, declaration button feature with the ability to also create activities on the Consumer relationship side. This feature is related to the Assignment grid whereby you can associate users in bulk between Provider/Consumer related records. Previously, this feature only allowed you the ability to create the new activities up on the Provider relationship side, but now you can also choose to configure this to create the new activities down on the Consumer side.
<!--62253 - Assignment Grid - to create activities on consumer-->
====Enhanced Provider/Consumer Consumer Creation Button with Variable Selection of Consumer Type and Status====
Enhanced the Provider/Consumer Consumer Creation Button with the ability to dynamically specify what type of Consumer record to create. Within the configuration of a Consumer Creation Button within a Provider UTA, you may now specify the target type and status of the new record to reference a custom field from the Provider record. Note that the value of the field must be a valid type or status ID number from the Consumer UTA.
<!--63905 - Enhancement Request: Consumer Creation Button-->
====Enhanced Provider/Consumer Consumer Creation with Ability to Auto Assign Multiple Contacts====
Enhanced the Provider/Consumer Consumer Creation Button with the ability to assign the associated users from the Provider onto the Consumer record created. Within the configuration of the Provider UTA auto assignment setting, you may now specify the user roles of the users that you wish to copy across from the Provider to the new Consumer record. Note that while the auto assignment feature is triggered upon the assignment of a user to a record, in this case when used with Provider/Consumer, it will only trigger upon the use of the Consumer Creation Button.
<!--85164 - Consumer Creation Buttons [Copy contacts]-->
====New SmartConnect Functions to Support Transactions and Provider/Consumer Links====
New SmartConnect functions introduced to support transactions at the company and user level. New SmartConnect functions introduced to support Provider/Consumer links.
<!--
72195 - SmartConnect Function on Transaction
85831 - SmartConnect to support Consumer/Provider link
-->
====Added Ability to Copy Autoloaders====
Added ability to make a copy of an autoloader now.
<!--86358 - Be able to copy autoloaders-->
====Added Variable Syntax to Retrieve Caption Attribute of Field Through Object Iteration Variable====
Updated variable syntax to allow you to retrieve the caption of fields through the object iteration variable call (e.g. [#object=?#]).
<!--43747 - .caption syntax for variables in object iteration-->
==Notes ==Updated Workflow Acknowledgement Task Type with Ability to Specify Last Modified File====Updated Workflow Acknowledgement Task type with the ability to target the most recent file upload for Adminsattachment instead of all files. Useful for instances where multiple files are generated over time, or in the case of file versioning, where you may only want to send the single most latest file as an attachment.<!--86858 - Attach last version of file to workflow email--> ====Updated Data Exchange Export List with Ability to Hide Vendors====New ability to hide vendors from the Data Exchange export list without having to delete them. This can be used by those clients in the insurance space.<!--46923 - Visibility of vendors on data exchange export list-->
