Smartstaff
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→Notes for Admins
==Notes for Admins==
====Added Export Functionality for Failed Logins, Locked and Expired AccountsTitle====Added ability to export the '''Failed Login''', '''Locked Accounts''', and '''Expired Accounts'''. To see this, go to '''Global Settings''' > '''Security''' > '''Password and Activation Policies'''. In the left-hand navigation, click on the desired tab. There will now be an '''Export''' button at the top of the list that will export the logs as an Excel file. You can select specific records to export or export the entire list by not selecting anything. <!-- 124468 - Password and Activation Policies Reports --> [[File:2022-07-ticket-124468-1.png|thumb|none|800px|Failed logins, locked accounts, and expired accounts can now be exported as an Excel file]] ====Added Export Functionality for Message Queue====Added ability to export '''Message Queue''' list. This will export the following fields: '''To''', '''From''', '''Subject''' and''' Dates'''. The export will not include the body of the message or its attachments. To see the new export, go to '''Menu Icon''' > '''Message Queue''' > click the desired tab and then click the '''Export''' button at the top of the list view.<!-- 124563 - Export files in Message Queue --> [[File:2022-07-ticket-124563-1.png|thumb|none|800px|The metadata within the message queue can now be exported]] ====Added Indicator Icon to Message Queue for Email Attachments====Added a paperclip icon to the list view of emails in the '''Message Queue''' to indicate whether the email contains an attachment.<!-- 127638 - Email Attachment indicator on Message queue --> [[File:2022-07-ticket-127638-1.png|thumb|none|800px|The paperclip icon indicates the email contains an attachment]] ====SmartConnect API changes====Modified the text options under '''Action Types''' for improved clarity.<!-- 128706 - Consumer/provider custom fields update --> ====Updated Autoloader to Apply Multiple Roles/Categories for New Records====Added ability to add multiple user roles or multiple company categories when importing new records via the autoloader. This eliminates the need to apply multiple roles or categories by using additional workflows. To see this setting, go to '''Menu Icon''' > '''Autoloaders''' > Edit an autoloader > '''Process''' tab. Depending on the '''Create/Update Behavior''' option chosen, you will see the '''Role/Category''' field now accepts multiple role/category options.<!-- 132802 - Autoloader - Abilitiy to add more than one role to created/updated user --> ====Added Link to Profile for Standard Fields====Added a link beside the '''Created By''' and '''Updated By''' standard fields that open up the corresponding user profile in a new modal window. This setting is applied to '''UTA Level 1/2/3''' records, '''User''' records, and '''Organization''' records. If you navigate to the standard field you can hide this link using the '''Restrict Profile Link''' setting.<!-- 132989 - Created By Link --> [[File:2022-07-ticket-132989-1.png|thumb|none|800px|A new link was added to the <strong>Created By</strong> and <strong>Updated By</strong> standard fields to open the corresponding user profile]] ====Updated Login Pages====Added the ability to specify a '''Logout Redirect URL''' for alternate login pages. Additionally, the ability to include an "origin" URL parameter has been removed.<!-- 134351 - Add configurable setting for logout redirect url--> ====Added Patch for Document Generation Tools====Added additional validation to document generation tools, such as PDFWriter and DOCXWriter.<!-- 135113 - pdfWriter Vulnerability Patch --> ====Added Security Settings to Autoloader Ad Hoc Upload Page====Added additional role security to autoloader where the ad hoc upload page will check if you are a '''Global Administrator''' or if you have any of the roles permitted to use the URL. If no roles are configured, only the '''Global Administrator''' will have access. To see this setting, go to '''Menu Icon''' > '''Autoloaders''' > Edit an autoloader > '''Process''' tab. There will be a new '''Role''' setting under the '''Ad Hoc Upload''' section.<!-- 136382 - Additional Caixa Security Audit Report (Autoloader Permissions) --> ====Updated State/Province Options for Cayman Islands====Updated the list of districts (State/Province standard field) for the Cayman Islands<!-- 137992 - state/province options for cayman islands are not correct --> ====Added Validation to Virtual Folder and Alias Names for Login Pages====Added validation to virtual folder names and alias names within login pages to prevent illegal characters and duplicate names.<!-- 135000 - need URI character sanitization of foldername and alias parameter of login page configurations --> ====Added Role-Based Permission Access the Data Exchange History Log====Added a new role-based permission settings for the exchange history log, for the '''New Data Exchange'''. To see the setting go to '''Global Settings''' >''' Integrations''' tab > (you must be using the '''New Exchange Type''') '''Import Settings''' or '''Export Settings''' > Edit '''Import/Export Setting''' > The new setting is called '''Exchange History Access'''.<!-- 137437 - DEX3 Exchange History Log - Create Role Permission Access--> ====Added SmartField Options for Chart Custom Fields====Added '''SmartField''' settings options to the custom field type '''Special - Chart''' to easily control if charts will be included in '''SmartFields''' or not .<!-- 137904 - Special Chart custom field is missing the smartfields options --> ====Security Improvements====Updates to Apache, JavaScript, and Google Maps API. Removed the X-XSS-Protection header from being served by the platform.<!-- 138391 - Netcraft vulnerability finding 20220612 for Apache config --><!-- 137569 - Netcraft Pentest Scan - V1. Outdated JavaScript libraries - Google Maps API--><!-- 137794 - API Update Contact - Org association bug and Sonarqube vulnerabilities --><!-- 137389 - NetCraft Pentest 04-2022 --><!-- 138525 - Home Depot Finding - XSS app_groupemail.jsp --><!-- 138526 - Home Depot Finding - XSS app_appobjlogic.jsp --><!-- 138552 - Home Depot Finding - XSS app_process.jsp --> ====Header Text Template Field for Portals====The header text template in portals was deprecated in a previous upgrade. Any content entered into the '''Header Text Template''' options will no longer be visible after this upgrade.<!-- 136309 - Portal header not displaying --><!-- ====Image Compression Exclusion====Images uploaded to the system that have a width or height of greater than 15,000 pixels will no longer be processed by GORT to create a smaller compressed thumbnail image. Images that do not get processed because of image dimensions will be noted in the GORT log. --><!-- 138085 - Image compression exceptions for png files --> ====Deprecate Running Associated Workflow after Change Status Workflow Task Executed on Related Objects====On new workflow tasks of the type of "'''Change Status'''" if there is a workflow associated with the target status it will not be triggered. On existing tasks of this type, you will see a toggle '''Run Associated Workflow''' on '''Target Objects''' under the target status drop down when the target object has '''Related Objects''' option selected. This toggle will only appear on existing tasks to avoid disruption. The toggle will not appear for new tasks and if it is toggled off, it will no longer be available.<!-- 134968 - Deprecate running associated workflow after change status workflow task executed on related objects Comment-->
==Service Packs==
