Changes

Within the portal builder we have added support for selecting and display logos from configuration folders'''Configuration Folders'''. To see this setting go to '''Menu Icon ''' > '''Global Settings ''' > '''Users ''' tab > '''Portals ''' > Edit a portal.

Added "'''Company Association" ''' task type on company workflows as well as the "'''People Association" ''' task type on user workflows to make it easier to add, update and remove associations. For example, you could use these new workflow options to synchronize organization associations based on an external source.

Added a confirmation dialog when users export a list view that is configured to run workflows after export. This is especially useful if your list view is utilizing the settings to “Update '''Update Status After Export” Export''' or “Trigger '''Trigger Workflow After Export” Export''' found on the '''Export ''' tab of the list view builder.

Added a transaction count on Level 1, Level 2, '''User''', and '''Organization ''' records. '''Note: ''' the count shows the number of transaction records from the type tabs that are visible to the user.

Added the list view selector to the single contact lookup button when you are associating contacts or organizations to a Level 1 record such as a grant. This gives your users more flexibility and choice over what data they want to see when they lookup users and organizations. For example, if you are associating reviewers through the lookup, you might want to see different information than if you are associating a co-applicant. You can see the list view picker if you navigate to a Level 1 record and go to a '''Linked Record List''', '''Contacts ''' tab, or '''Organization ''' tab and click on the "'''Lookup" ''' button.

Enhanced the styling of buttons for improved accessibility. This can be seen by using the tab key to focus on a button. For example, dark colored buttons will have a light-colored outline and vice versa. For an optimal accessibility experience go to '''Menu Icon ''' > '''Global Gettings Settings''' > '''Branding ''' tab > Toggle ON '''Enable Accessibility Mode'''.

Added two new buttons to '''Configuration Mode ''' of portal previews to make portals easier to configure. An “Edit” '''Edit''' button enables top level editing of the portal and a "'''New" ''' button that makes it easier to create new user menu links and new portal pages from within configuration mode. To see these new buttons, navigate to '''Menu Icon ''' > '''Global Settings ''' > '''Users ''' tab > '''Portals ''' > Edit the desired '''Portal ''' > '''Preview ''' > '''Configuration Mode ''' (gear icon button).

Modified the section title inputs on the '''Advanced Data Table ''' custom field to render as headers for improved experience for users with assistive technology.

Added “Created By”'''Created By''', “Created Date”'''Created Date''', “Last '''Last Updated By” By''' and “Last '''Last Updated Date” Date''' to email templates and surfaced in the email templates list view. To see the new fields Navigate , navigate to '''Menu Icon ''' > '''Email ''' > '''Templates'''. '''Note: ''' Some data may not be available for older records but new changes will show the new fields going forward.

Enhanced the autoloader list view to include '''Schedule''', '''Workflows''', '''Reports''', and '''Sequential Loader ''' to make it easier to see what has been configured without going into each record. To see the new columns, navigate to '''Menu Icon ''' > '''Autoloaders'''.