Changes

====Updated the Address Field to Use Google Location API for Auto-Population of Standard Fields====Typing into the address standard field will now provide the user with a list of verified address options. Upon selecting a verified address option, the other address standard fields (like country) will be auto-populated, saving the user time and helping to ensure addresses entered are accurate. This functionality will now appear on signup pages as well as user and organization profiles.<!--121705 - Enable the Google API on Address Fields--> [[File:2021-07-ticket-121705-1.png|thumb|none|800px|Address standard fields will use the new Google Location API. Pictured above is an example of how address fields will populate on signup pages.]] ====New Setting to Suppress Control the Display of Portal Pages as Links in the Header====Added the ability to suppress portal pages from appearing in the top header bar. This will vastly improve portal configuration time if If your system was configured using the '''Deny''' permissions on '''Portal Pages''' (formerly called “Main Menu” items) and your intent was simply to hide items from the main menu bar. After this upgradebut link to those pages via a shortcut, you will need to remove the deny permission on those pages and enable then turn off the new setting called '''Display As Menu on Portal HeaderLink'''. This must be done before the next November 2021 upgrade. To configure hide a portal pagefrom the header, go to '''Menu Icon''' > '''Global Settings''' > '''Users''' tab > '''Portals''' > Edit the desired portal > Edit the desired '''PortalPage''' > Edit and toggle off '''Display As Header Link''' located under the desired '''Portal PageName'''. ''' <u>Note:</u> '''PermissionsAfter the November 2021 upgrade, the deny permission will be more restrictive and the only way to display or hide items from the header will be to use the new '''Display As Header Link''' tabtoggle.

[[File:2021-07-ticket-125978-1.png|thumb|none|800px|New setting allows you hide links from appearing in the header bar but you can still navigate to those links via a shortcut.]] ====Updated the Address Field to Use Google Location API Interface for Auto-Population of Standard FieldsNote Entry Mode====Typing Improved the look of the '''Note Entry Mode''' on records, in a list view, and on exports. To configure, navigate to a '''Text Box – Text Multiple Lines''' custom field and toggle ON '''Enable Note Entry Mode'''. When users enter text into the address standard field input and save, the text will now provide be time stamped and display below the user field.<!--113295 - Improvements to Enable Note Entry Mode--> [[File:2021-07-ticket-113295-1.png|thumb|none|800px|The <strong>Text Box – Text Multiple Lines</strong> custom field set to <strong>Note Entry Mode</strong> as seen on a record.]] ====Enhanced List View Searching with a New Search Options===='''Advanced Search''' for list of verified address views have been updated with multiple search optionsfor single conditions as well support for phonetic searches. Upon selecting You can now use Advanced Search in list views and search for multiple exact value matches in a verified single condition. For example, you could search for multiple contacts by email address option. To do that, go to '''Menu Icon''' > '''People''' > '''Advanced Search''' > Select '''Email''' for the other address standard fields field > Select the '''Multiple''' option and enter email addresses delimited by a semi colon (like country; ) . Additionally, you can also make phonetic searches using Soundex in the '''Advanced Search'''. Soundex helps English language speakers find records that have a minor difference in spelling. For example, if the user searches the keyword "strokes" it will return records with values equal to "stroke", "strokes", "stroka", "stroko", etc. but it will be autoNOT return values that contain these words as part of a bigger string (e.g. "strokes test"). To use this new feature, navigate to a list view, click into the '''Advanced Search''', select a text-populatedbased field and select the new option '''Soundex''' from the operator dropdown. <u>'''Note:'''</u> When using the '''Multiple''' search option, saving it is an OR search between values and the user time and helping to ensure addresses entered are accuratevalues must be an exact match. This ability functionality is available for fields like '''Application Name''' but not available for fields with pre-defined options like a select one or date fields.For phonetic searches, numeric and date fields are not supported and neither are fields with predefined options. For more information on signup pagesSoundex, [https://dev.mysql.com/doc/refman/8.0/en/string-functions.html#function_soundex view the documentation guide].<!--120758 - Enhancement, as well as user Multiple entries in Advanced Search for Contacts--><!--122567 - Fuzzy Search through API--> ====Added Confirmation Dialog for List View Exports that Trigger Status Changes or Workflows====Added a confirmation dialog when users export a list view that is configured to run workflows after export. This is for list views utilizing the settings to '''Update Status After Export''' or '''Trigger Workflow After Export''' found under the '''Export''' tab of the list view builder.<!--120167 - Warning pop up for 'Update Status After Export' option in list views--> ====Added an E-signature Queue====Added an '''E-signature Queue''' where you can see and organization profilesremove pending e-signature requests from the queue. To see the new queue, navigate to '''Menu Icon''' > '''Global Settings''' > '''Integrations''' tab.<!--121705 124465 - Enable the Google API on Address FieldsShow unfinished e-Signature queue and allow cancel documents from list-->

Added the ability to control which user roles have permission to share SmartCards by roles and added the ability to specify which roles you can share withrole. The new settings are located under '''Menu Icon''' > '''System''' tab > '''SmartCard''' > '''Sharing Permission''' tab.

====Added Additional Fields to Third-Party IRS and CRA VerifciationVerification====Added additional fields for IRS third party verification mapping. New fields include: '''Tax Period''', '''Revenue Amount (Form 990)''', '''Asset Amount''' and '''Income Amount'''. You can see the new field mapping options by going to '''Menu Icon''' > '''Global Settings''' > '''Transactions''' > '''Types''' > Edit a Type type set to “Company” '''Company''' with “Use '''Use third party verification service” service''' toggled on ON > '''Third Party Verification Mapping'''.

====Improved Searchability of System Emails List ViewEmail Templates====To make it easier to find workflow emails in the '''System EmailsEmail Templates''' list view, additional information was added to the '''Name''' column. You can now search workflow emails on '''Task ID''', '''Workflow ID''', '''Task Number''', and '''Task Description'''. Go to '''Menu Icon''' > '''Global Settings''' > '''Communications''' tab > '''System EmailsEmail Templates'''.

====Added Option to Use Configuration Folders for Portal Logos====Within the portal builder we have added support for selecting and display logos from '''Configuration Folders'''[[File:2021-07-ticket-112966-1. To see this setting go to '''Menu Icon''' png|thumb|none|800px|The <strong> '''Global Settings''' User Group Option</strong> '''Users''' tab as seen on a <strong> '''Portals''' Linked Record List</strong> Edit a portalcustom field.<!--117211 - Ability to upload logo from a configuration folder in portal configuration-->]]

====Added Task Types a List View Selector to Company Contact and User WorkflowsOrganization Lookups====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 '''Company AssociationLinked Record List''' task type on company workflows as well as the , '''People AssociationContacts''' task type on user workflows to make it easier to addtab, update or '''Organization''' tab and remove associations. For example, you could use these new workflow options to synchronize organization associations based click on an external sourcethe '''Lookup''' button.<!--121539 123656 - People and Company Association tasks for Company & User WorkflowsSurface list view picker when selecting a single contact in the new association entry view-->

====Added Confirmation Dialog for List View Exports that Trigger Status Changes or Workflows====Added a confirmation dialog [[File:2021-07-ticket-123656-1.png|thumb|none|800px|Lookup as seen 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 Status After Export''' or '''Trigger Workflow After Export''' found on the '''Export''' tab of the list view builderassociating contacts.]]<![[File:2021-07-120167 ticket- Warning pop up for 'Update Status After Export' option in 123656-2.png|thumb|none|800px|Lookup window showing the list views-->view selector.]]

====Added Transaction Counts to Level 1/, Level 2, User, and Organization Records====

<u>'''Note:'''</u> the The count shows the number of transaction records from the type tabs that are visible to the user.

 <u>'''Note:''' </u> Some data may not be available for older records but new changes records will show the new added fields going forward.

====Added an E-signature QueueLevel 1 fields to Level 3 List Views====Added an '''E-signature Queue''' where you can see and remove pending e-signature requests from the queueability to surface Level 1 fields such as the status or the amount requested of the grant on a Level 3 sub activity list view. To see You can add Level 1 fields to a Level 3 list view by going to the new queuedesired Level 3 list view, navigate navigating to the '''Menu IconColumns''' > '''Global Settings''' > '''Integrations''' Tabtab in the list view builder and selecting desired level in the field entity dropdown.<!--124465 114400 - Show unfinished e-Signature queue and allow cancel documents from L1 fields on L3 listviews-->

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''' > '''Global Settings''' > '''Shopping Cart Item Types''' > Edit a type > toggle Toggle ON '''Donation Management Feature Set''' > Toggle ON '''Enable Matching Gifts Feature Set'''.

====Added Support for Data Policies New Ability to InvitationsImport Custom Lookup Tables====: ''Main Article: [[Custom Lookup Options]]''Added the ability to set easily import large data policies sets for invitationsuse as options within a select-type custom field. This can be used to provide large selection sets for your users, such as item inventory codes, code dictionaries, or geographic lookups. You can also easily setup dynamic sub-filtering conditions across multiple fields. For example, you could setup set up parent and child fields for selecting the country, university, faculty, and courses where the available options for each subsequent field is dependent upon the value of a previous field. This new functionality is advantageous since you don't need any of the data to exist as records in your system (as with the current ''Data Retention'Enable Dynamic Content'' policy ' option within a custom field) and it will be easier to delete update the values options by importing them rather than editing large amounts of users who were sent an invitation but either did not respond of declined text in the invitation. To see the new option, go to custom field '''Menu IconEdit''' > screen. To import a dataset, go to '''Global Settings''' > '''SecurityCustom Lookup Options''' tab > '''Data Policies''' > Edit a policy . To configure, go to any custom field of the type called '''RetentionSelect One – Dropdown''' and under the , '''EntitySelect One - Radio button''' dropdown select , or '''InvitationsLookup - Autocomplete Options'''. The and toggle on '''Date Field to CompareEnable Dynamic Content''' dropdown . This will also contain reveal a new option secondary toggle called '''Invite TimeUse Custom Lookup Options'''.<!--118832 124709 - Data Policies for Invitations--> ====(Beta) New Grants.Gov Integration====New beta feature that integrates with Grants.gov for State agencies. A state agency can now search the list of opportunities found on Grants.gov from within a UTA. You can view the details of an opportunity and import the opportunity Custom Lookup Options as a Level 1. Once an opportunity has been imported, you can track and manage your internal application process around the opportunity as well as track funds and report results. To configure this beta feature, go to the desired '''UTA''' > '''Configuration Settings''' > '''Connectivity''' tab > '''Grants.Gov Integration'''.<!--123753 - Grants.Gov integrationDynamic Content option-->  

====Added Level 1 fields Option to Level 3 List ViewsHold Workflow Emails====Added the ability to surface Level 1 fields such as the status or the amount requested put workflow emails on hold if an excessive number of the grant on emails is being generated per workflow within a Level 3 sub activity list view5-minute span. You can add Level 1 fields to This setting acts as a fail-safe mechanism enforcing a manual review and release process when a Level 3 list view by going to workflow generates emails that exceed the desired Level 3 list viewthreshold you specify. To configure, navigating navigate to the '''ColumnsGlobal Settings''' > '''Communications''' > '''Workflow Email Hold Limit''' tab to specify the maximum number of emails allowed to be generated by a single workflow in a single cycle before all the list view builder generated emails from that workflow are put on hold. You can choose to notify all system administrators or pick specific users to be notified when workflow emails have been put on hold and selecting desired level in the field entity dropdownrequire releasing.<!--114400 127005 - L1 fields Workflow email fail safe on L3 list viewshold limit-->

The setting Added option to open records of a particular status in '''Open Record in Annotation Mode''' is available againby default. If you have a status such as "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 the desired level (1, 2 or 3) > '''Statuses''' > Edit the desired status > '''Permissions & Availability''' tab > '''Open Record in Annotation Mode'''.

 <u>'''Note:''' </u> there is no drill down functionality for this specific chart type.

====New Custom Lookup Options====Added a new functionality called '''Use Custom Lookup Options''' to the '''Select One – Dropdown''', '''Select One [[File:2021- Radio button''', and the '''Lookup 07- Autocomplete Options''' custom fields if these fields are set to '''Enable Dynamic Content'''. Custom lookup options can be used for validation based on clientticket-120548-specific data such as a large lookup based on postal/zip codes. The custom lookup options can be used on a standalone parent field or may be utilized with a parent and child dropdown list. For example, each subsequent child field can filter its available options based on its preceding parent option1. png|thumb|none|800px|The '''Custom Lookup Options''' were introduced as an alternative to using an API, custom script, or storing large amounts of data in the UTA level 1/2/3, as the data for the custom lookup options is stored in a separate tableaudit report generated by Adobe Sign.<!--124709 - Custom Lookup Options as Dynamic Content option-->]]

Added ability to display a different logo based on the language of the user. Go to '''Menu Icon''' > '''Global Settings''' > '''Branding''' tab > '''Global Translation Settings'''button.

====Added Security Option to Disable File ServingAuto-Opening Files in Browser====Added a new option to disable file serving for any uploaded files throughout the system including '''SmartFolders'''. If There are situations in which you may wish to serve the setting '''Disable Option to Serve Uploaded Files''' is toggled ON and if an uploaded file is referenced via contents in the linkbrowser, such as for custom CSS stylesheets included in document templates or for instruction manuals you want the user to read onscreen. However, for clients with strict IT security requirements, you now have the ability to disable the browser from serving the file and it will force the file to instead download instead of opening it in the browserdirectly. To see enable this setting navigate , go to '''Menu Icon''' > '''Global Settings''' > '''Security''' tab> Toggle on '''Disable Option to Serve Uploaded Files'''.

====Added Option Updated Default Autoloader Behavior to Ignore Comment LinesImport Pound Symbols ( # ) for CSV Upload====A new toggle was added The default behavior of the autoloader has been updated for CSV and TXT file types to import lines containing pound symbol ( # ). Previously, a pound symbol at the start of a line would have been ignored as a comment line and not imported. Depending on the format of you imported file, multi-line data containing pound symbol within values, such as an address field, may have also caused issues and been ignored by the autoloader . To force the autoloader to treat values beginning with pound symbol as comments, you will have to turn on a new toggle called '''Ignore comment lines denoted by pound symbol ( # )'''. When this setting is toggled ON, rows ''starting'' with a pound symbol ( # ) will be treated as comments and skipped during processing. You can still process data with pound symbols with this setting ON if you wrap the entry with the pound symbol in quotes (Example: John, Smith,"#123 Peter Street"). If the new setting is OFF, you can now have a pound sign symbol in your data (Example: John, Smith,#123 Peter Street) and it will still be processed as data. To see the new setting, navigate to '''Menu Icon''' > '''Global Settings''' > '''Autoloaders''' > Edit the desired autoloader > '''File Layout''' tab.

<u>'''Note:'''</u> Import Wizards wizards do not have this toggle and as such therefore all pound signs are symbols will be treated as data.

No features are available ====(Beta) New Grants.Gov Integration====New beta feature that integrates with Grants.gov for State agencies. A state agency can now search the list of opportunities found on Grants.gov from within a UTA. You can view the details of an opportunity and import the opportunity as a Level 1. Once an opportunity has been imported, you can track and manage your internal application process around the opportunity as well as track funds and report results. To configure this beta preview this upgradefeature, go to the desired '''UTA''' > '''Configuration Settings''' > '''Connectivity''' tab > '''Grants.Gov Integration'''.<!--123753 - Grants.Gov integration--> [[File:2021-07-ticket-123753-1.png|thumb|none|800px|Optional tab for importing grants.gov applications into a UTA.]]