Smartstaff
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→Major Updates
===Major Updates===
====Added New Multi-Factor Authentication Option====Added an option to send verification codes through SMS messages or email for multi-factor authentication on user roles. To see this option, go to '''Global Settings''' > '''Users''' tab > '''Roles''' > Edit a role > Under the '''Multi-Factor Authentication''' dropdown, select '''Verification code via SMS or Email'''. '''<u>Note:</u>''' SMS notifications are billable and must be enabled to receive verification codes. Contact us to enable this service on your system.<!-- 134506 - SMS and email for MFA --> [[File:2022-07-ticket-134506-1.png|thumb|none|800px|Users set up with the new multi-factor authentication option will be presented with an option to receive the verification code via email or text message. This option is presented after the user has entered their username and password.]] ====Enhanced Single Sign-On and Added Role Mapping====Updated the single sign-on (SSO) module with greater role mapping functionality to better support identity federation. A new option for role mapping is available, and if enabled, users will be provisioned with only the roles and access as configured within this mapping section, and as described by the SSO assertion received from the Identity Provider system. You may define the list of roles to be monitored or managed, and then from this list, a user upon login will have their user roles updated according to the contents of the SSO assertion. Any mapped roles that are presented in the assertion will be added to the user's profile, while any roles not explicitly presented in the assertion will be removed from the user's profile. Additionally, updates were made to the layout of the configuration page including labels, tooltips, and title bars for added clarity.<!-- 124791 - SSO to update roles for existing users for a fully federated SSO --> [[File:2022-07-ticket-124791-1.png|thumb|none|800px|Added a new role mapping section to the single sign-on settings page used with federated authentication]] ====Added New Hierarchy Permissions to the User and Organization Security Matrix====Added a new hierarchy permission of '''Users Under Associated Organizations''' to the '''User Security Matrix''' and''' Associated Organizations''' to the '''Organization Security Matrix'''. This adds a new scope of access for associated users and organizations within both the '''User''' and '''Organization Security Matrix'''.<!-- 126369 - Request for user-organization-association roles on security matrix --> [[File:2022-07-ticket-126369-1.png|thumb|none|800px|A new hierarchy permission was added to the <strong> Organization Security Matrix</strong>]] [[File:2022-07-ticket-126369-2.png|thumb|none|800px|A new hierarchy permission was added to the <strong>User Security Matrix</strong>]] ====Added Ability to Provide Feedback on InvitationsTitle====Added ability to allow the user to provide a reason for accepting or declining an invitation from the system. To enable this setting, go to '''Configuration Settings''' > '''Level 1/2/3''' tab >''' Invitation Templates''' > Edit a template >''' Invitation Templates''' tab > Toggle on''' Enable Input for Decline Reason''' and/or''' Enable Input for Accept Reason'''. To see a list of response reasons from invitees, go to the''' Invitation''' tab. If the invitee provided a reason for accepting/declining click the''' View Reason''' buttonText.<!-- 128237 - Enhancement - Form in the Invitation --> [[File:2022-07-ticket-128237-1.png|thumb|none|800px|Invitees can provide feedback about why they accepted or declined an invitation]] ====Added Setting to Trigger a Workflow for Incomplete E-signature Requests====In the event that an e-signature status is canceled, expired, failed, or voided, a new workflow can be triggered to continue the process. For example, you might want to update the level 1 record status if the e-signature request was not completed. To enable this setting, go to the desired '''Special - Web Page View''' custom field with '''Enable E-signature''' toggled on to see the new setting called''' Failed to Complete Workflow'''.<!-- 127705 - Adobe Integration Enhancement Request--> ====Added a Formula Field to Advanced Data Tables====On the '''Advanced Data Table''' custom fields, you can now enter a field formula that will run on '''Save''' and '''Clear''' of the '''Advanced Data Table'''. Fields referenced in the field formula of the '''Advanced Data Table''' custom field will have their field values refreshed. For example, you could use the field formula to update the values on the underlying record pages, and those values would get updated right away so the user would not have to click save to see the updated values. To see this field, go to the desired custom field of the type '''Special - Advanced Data Table'''.Note: formulas need to be based on SQL syntax.<!-- 130741 - Enhancement request for XML (Save on XML popup saves the record as well) --> ====Added Color Settings to the Gantt Chart Type====Added new settings to the '''Gantt''' chart type to specify color codes by subject, status, type, and more. To see this setting, go to the desired custom field of type '''Special - Chart''' > Set '''Data Type''' to '''Records related to object''' > Set '''Chart Type''' to '''Gantt'''. The two new settings are '''Color Code By '''and''' Colors'''.<!-- 135525 - Gantt Chart Colors --> [[File:2022-07-ticket-135525-1.png|thumb|none|800px|You can now pick custom colors for charts of the Gantt type based on the values in fields like <strong>Subject</strong>, <strong>Status</strong> and <strong>Type</strong>.]] ====Added Ability to Create Copy Profiles====To see this new feature that allows you to set up predefined profiles for copying records, go to '''UTA Configuration Settings''' > '''Level 1/2/3''' tab > '''Copy Profiles'''. Additionally, you can also set up the ability to copy a '''Level 1/2/3''' object through a workflow on a status change by using a new '''Task Type''' of '''Trigger Copy Profile'''.<!-- 120929 - Improved Copy of Level 1s/2s (Phase II) Comment-->
===Minor Updates===
