Smartstaff
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edits
Changes
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→Minor Updates
===Minor Updates===
====Added Ability to Generate PDFs from Workflow Tasks Using a Specific RoleTitle====Added the ability for workflow tasks to generate PDFs as a specific role. For example, you could generate a PDF using the external applicant role and the fields included in the PDF would be only the fields users with that role have permission to see. To see this new setting, go to '''Menu Icon''' > '''Workflows''' > '''Tasks''' tab > Edit a task of type '''Generate PDF File''' or '''Generate PDF File Asynchronously''' > The new setting is called '''Generate PDF File for'''.<!-- 128740 - Ability to select which role to generate the pdf as --> [[File:2022-07-ticket-128740-1.png|thumb|none|800px|PDFs can now be generated via a workflow task as a specific role.]] ====Added Ability to Add Attachments from Configuration Folders in Email Templates===='''Global Administrators''' editing email templates can now add default attachment files from a configuration folder. To see this new feature, go to '''Menu Icon''' > '''Email''' > '''Templates''' tab > Edit a template > '''Default Attachments''' '''(Configuration Folder)'''.<!-- 124007 - Select Default Attachment for Email Template from Config Folder --> [[File:2022-07-ticket-124007-1.png|thumb|none|800px|A new field allows Global Administrators to add default attachments from <strong>Configuration Folders</strong> to Email Templates.]] ====Added New Date Option====Added a new date option to render dates with the month name fully spelled out to avoid confusion. Example: January 03, 2022 (mmmm dd yyyy). To view dates in this new format, change your settings located at '''User Menu''' > '''Personal Settings''' > '''Regional''' tabText.<!-- 128666 Comment- Enhancement Request - Enable Global Date Format --> ====Added Standard Field for Pronouns====Added a new user standard field called '''Pronouns''' where users can specify their personal pronouns. To enable this field, go to '''Global Settings''' > '''Users''' tab > '''Standard Fields''' > '''Pronouns'''.<!-- 128683 - Pronouns Field --> [[File:2022-07-ticket-128683-1.png|thumb|none|800px|Users can specify their personal pronouns on their profile by using the new standard field]] ====Added the Ability to Use an Email Template as the Message Template in Workflow Tasks====Previously, you could use an email template to populate the message template in a workflow email task. Once the message template was populated from the email template, there was no longer a connection between the two. If the email template was updated, the message template in the workflow task did not update.We have added an option to use the email template as the message template. This way you can use the same email template in multiple workflows and you can update the template in a single location and all workflows will get updated for easier maintenance.To see this new setting, go to '''Menu Icon''' > '''Workflows''' > '''Tasks''' tab > Edit a task of the '''Type''' of '''Acknowledgement''' > '''Message Template''' tab > Set the '''Message Type''' to '''Email''' and choose '''Email Template''' for '''Email Type'''.<!-- 126882 - Email templates and workflow email tasks that uses the email template should be connected--> [[File:2022-07-ticket-126882-1.png|thumb|none|800px|New option to use an email template as the message template in workflow tasks]] ====Added Ability to Autosave New Records====Added a new setting to automatically save the record when opening up a new record page. To enable this setting, go to '''Global Settings''' > '''System''' tab > Toggle on '''Automatically Save New Records on Creation'''. This setting applies to new records of the following types: '''UTA Level 1/2/3''', '''Users''', '''Organizations''', and '''Transactions'''.<!-- 132929 - Add an option to auto save new records--> ====Added Ability to Update Custom Fields across Versions without Updating the Display Order====When copying custom field changes to other versions, we added a new option to skip updating display order in case you wanted to update a field but you do not want to update the display order of that field in all versions. To see this setting, go to '''UTA Configuration Settings''' > '''Level 1/2/3''' > '''Custom Fields''' > Select desired fields > Click '''Copy to Other Versions'''. Select '''Update''' for''' If field already exists''' to see the new toggle called '''Update Display Order'''.<!-- 133298 - Versioning and Field Order --> [[File:2022-07-ticket-133298-1.png|thumb|none|800px|Users can skip updating the display order when copying custom fields across different versions]] ====Added Ability to Download All Attachments in a Record from the Record====Added ability to download all attached files from a record with a single click from inside the record. This feature collects the files from upload fields, creates a single zip file and then downloads that zip file just like the '''Enable File Download''' feature on list views. To set this feature, go to '''Global Settings''' > '''Security''' tab > '''System Feature Permission''' > '''Features''' tab > '''Enable File Download from Record'''. Once this feature is set, you can go to the desired '''UTA''', '''Organization''', or '''User''' record and click the '''Actions''' menu and select '''Download Files'''.<!-- 133397 - One-click Download--> [[File:2022-07-ticket-133397-1.png|thumb|none|800px|Users can download all attached files from a record with a single click]] ====Added Integration for UK Companies House API for Organization Signup Pages====Added support for users who need to lookup organizations using the United Kingdom’s registrar Companies House. To see this option, go to '''Global Settings''' > '''Organization''' tab > '''Signup Pages''' > Create or edit a signup page > '''General''' tab > '''Verification Service'''. There is now a new option called '''United Kingdom Companies House (CH)'''. You must set up an integration key in order to use this feature by going to '''Global Settings''' >''' Integrations''' tab > '''Integration Key Management''' > Create a key for Companies House.<!-- 134018 - Companies House Integration (API)--> ====Added Default Settings for Custom Field Translation Service====Added new translation options for text box single and multiple line custom fields. Users who utilize the translation service feature can now set a default language to translate from and to. To see the new settings, navigate to the desired text box custom field and toggle on '''Enable Translation Service'''. '''Enable Field Translation Service''' must also be toggled on, which is located under '''Global Settings''' > '''System''' tab.<!-- 61319 - Translation Service feature - Allow configuration of default settings within a given field--> ====Added Ability to Add Discussion Board Threads to SmartCards====Added the ability to add a discussion board thread to '''SmartCards'''. To see this feature, go to '''Menu Icon''' > '''Discussion Board''' > Click on a '''Topic'''. You will now see a list view of existing threads within that topic. Beside each thread, there is now a button with a star icon called '''Add to SmartCard'''.<!-- 122907 - Add Discussion Board thread to SmartCard --> [[File:2022-07-ticket-122907-1.png|thumb|none|800px|Discussion board threads can be added to <strong>SmartCards</strong>]]
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