Changes

The '''Shopping Cart ''' feature has been enhanced to support matching gift programs. For example, users can now easily utilize the shopping cart to donate to a charity and earn a matching gift based on your specified criteria and logic. The new matching gift feature can be configured by navigating to '''Menu icon Icon''' > '''Global Settings ''' > '''Shopping Cart Item Types ''' > Edit a type > toggle ON '''Donation Management Feature Set ''' > toggle Toggle ON '''Enable Matching Gifts Feature Set'''.

Added the ability to set data policies for invitations. For example, you could setup a '''Data Retention ''' policy to delete the values of users who were sent an invitation but either did not respond of declined the invitation. To see the new option, go to '''Menu Icon ''' > '''Global Settings ''' > '''Security ''' tab > '''Data Policies ''' > Edit a policy of the type called “Retention” '''Retention''' and under the "'''Entity" ''' dropdown select "'''Invitations"'''. The "'''Date Field to Compare" ''' dropdown will also contain a new option called "'''Invite Time"'''.

Added the ability to surface Level 1 fields such as the status or the amount requested of the grant on a Level 3 sub activity list view. You can add Level 1 fields to a Level 3 list view by going to the desired Level 3 list view, navigating to the '''Columns''' tab in the list view builder and selecting desired level in the field entity dropdown.

The setting to “Open '''Open Record in Annotation Mode” Mode''' is available again. If you have a status such as “Revisions "Revisions Requested” where you have to send the record back to the user for annotations or to respond to annotations, you can now force the record into annotation mode and save the user a click. To configure this, go to the desired '''UTA ''' > '''Configuration Settings ''' > pick Pick the desired level (1, 2 or 3) > '''Statuses ''' > Edit the desired status > '''Permissions & Availability ''' tab > '''Open Record in Annotation Mode'''.

New settings have been added to list views and portals to give you more control over how list views render. For example, you can now choose to hide the type/status icon on list views. In portal list view sections, you can choose to display just a few records with an option to view more. These new options will be of particular interest to people using narrow or short portal sections. To constrain the number of records displayed in a list view in a portal section, navigate to that section under the portal settings and enter a number into the new “Record Limit” '''Record Limit''' field.

Added a “Line” '''Line''' chart option to the "'''Special - Chart" ''' custom field that is available to charts with the '''Data Type ''' of “Records '''Records related to an object”object'''. '''Note: ''' there is no drill down functionality for this specific chart type.

Added option to the '''Custom Batch Update Buttons ''' on a Level 2 list view so you can now “Add” '''Add''' or “Remove” '''Remove''' UTA provider roles in batch to save time. To see this option, the UTA needs to be configured as a '''Consumer ''' for Level 2 providers and the Level 2 standard field “UTA providers” '''UTA Providers''' must be enabled. Navigate to the desired '''UTA ''' > edit Edit the Level 2 list view > '''Batch Update Buttons ''' tab > Edit the desired Batch Update batch update button > Select "'''UTA Provider" under ''' in the '''Option''' dropdown.

Added template and color options to the custom field "'''Display - Countdown Timer"'''. This field is typically used to highlight approaching deadlines and these enhancements give you the option of making this deadline messaging more noticeable and visually appealing.

Added an option to include the audit report for Adobe Sign integration when the document is returned to SmartSimple from Adobe. If enabled, the audit report will be auto generated by Adobe and appended to the document. To enable this setting, navigate to '''Global Settings ''' > '''Integrations ''' tab > '''Integration Key Management ''' > Edit the key with the type "'''Adobe Sign" ''' to see the new toggle "'''Include Audit Report"'''. Learn more about adobe audit reports at [https://helpx.adobe.com/ca/sign/using/audit-reports-transaction-history.htmlAdobe's help website].