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Template:November2021Upgrade

2,697 bytes added, 17:43, 21 October 2021
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Minor Updates
===Minor Updates===
 
====Improvements to Upload - Multiple File Storage Custom Field====
Added an optional description column to the list of files in the '''Upload - Multiple Files Storage''' custom field. You can also easily set this column as be mandatory. Improved the look and feel of upload modal window to improve readability.
'''Note:''' The description column is not available if you enabled media library.
<!--115760 - multiple file upload modal refresh-->
<!--121427 - Media Library Functionality for Non-Media Files-->
 
====Automated Scheduling for Autoloaders, Reports, and Archives====
Added a new scheduler for autoloaders, report exports, and archive schedules for greater scheduling flexibility. If you have an existing report with a scheduled export set up, you will need to toggle on the new scheduler to take advantage of the new scheduling options. To access this new setting for report exports, navigate to '''Menu Icon''' > '''Reports''' > Edit a '''Report''' > Click '''Export''' in the left navigation > '''Scheduled Export''' tab > Toggle on '''Enable New Scheduler'''.
<!--108001 - Autoloader automated schedule-->
 
====Added Ability to Import Notes to Autoloader====
Added the ability to use the autoloader to import '''Notes'''. To see the new setting, navigate to the '''General''' tab on the desired autoloader. When the '''Record Type''' is set to '''Company''', '''User''' or a '''UTA''', you will be able to select '''Notes''' from the '''Item''' dropdown.
Note: All notes imported will appear as new notes that can only be edited by a System Administrator.
<!--122291 - Map Autoloader to Notes-->
 
====Enhancements to System Security====
Enhanced the '''System Security Summary''' page to list potential security issues with signup pages. For example, signup pages will be flagged if they create a role for new users which would enable the user to view or edit all organizations, suborganizations or their own organization. The system security summary can be found under '''Global Settings''' > '''Security''' tab.
 
Updated the look of indicators within the '''Organization''' and '''User Security Matrix''' for added clarity. Indicators for roles that have yet to be configured will now contain a grey circle rather than a red "x" mark. The button that clears a configuration has been relabeled "Clear" to avoid confusion. To see these changes on the '''User Security Matrix''' or '''Organization Security Matrix''', go to '''Global Settings''' > '''Security''' tab.
 
<!--122444 - Clarity around clear and save (Delete) buttons-->
<!--129570 - Security audit page enhancements and email-->
 
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