Changes

Added ability for users to assign delegates who will be able to emulate them within the system for a set period of time. For example, if you will be out of office for vacation, maternity leave, or some other temporary absence, you can now select a delegate (such as a manager or coworker) who will gain the ability to emulate your account and execute your tasks for a set time period. This means you no longer need to temporarily modify role permissions or assign other users to specific records to oversee your tasks. Additionally, this feature is not limited to internal users. External users, such as applicants, could designate a co-applicant to assist with the process of filling out an application on their behalf. Once a user is delegated, they will receive an email notification that they have been selected as a delegate. Once they login, the user will see a new icon in the global header that allows them to temporarily emulate another user.

To configure this setting, go to Global Settings > Security tab > System Feature Permissions > Features tab. Under the Delegation - Roles That Can Delegate section, set which roles will have the ability to delegate users to temporarily emulate them. Under the Delegation - Roles to Delegate to section, set the roles that can be selected to be delegated to. To use this feature, the roles that have permission to delegate can go to User Menu > Personal Settings > Other tab > Toggle on Enable Delegation. You will be required to choose the specific users who may emulate you and a date range. Additionally, you can specify a message that will appear on your user profile letting people know who your designate is and how long you may be out of office.

<u>'''Note: '''</u> Global Administrators can only delegate to other Global Administrators and internal users can only delegate to other internal users.

Added the ability to upload specific files to specific records via the autoloader in bulk. Previously, if you had several files across multiple records that needed to be updated within a specific UTA, finding each record and manually uploading those files would be tedious, especially if the files needed to be updated on a regular cycle. Now you can upload all the files in bulk and the system will unpack and distribute those files to the fields you specified accordingly.

To use this feature, follow these steps: Make sure to create a Configuration Folder of the type “Autoloader”. Create a CSV file with 3 columns (file name, custom field ID, and the Level 1, 2, or 3 ID). Create a ZIP file that the files you want to upload or replace. Make sure the ZIP file and the CSV file have the same name. Go to Menu Icon > Autoloaders > Create an autoloader that points to the Configuration Folder you created. Set the File Type to “CSV, Text”. Under Record Type, select the desired UTA. Under Item, select the new “File Upload” option. Then select the desired Level 1, 2, or 3. Configure the column mappings as usual.

<u>'''Note: '''</u> This new option does not create new records or update other columns. The “File Upload” item only uploads files.