Smartstaff
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→Notes for Admins
==Notes for Admins==
====TitleDeprecated Classic Options from Global Settings====DescriptionDeprecated several classic options found at Menu Icon > Global Settings > Classic Options. The following features will no longer be available:* Use Classic Status or Type Coloring for List Views* Use Classic Note Save Button* Use Classic Tooltip* Use Classic Shortcut Panel* Use Classic Association Entry View* Enable Copy to Existing Records The following features are no longer supported and will not be available to new systems. However, if you have any of the following already enabled, they will continue to work as normal:* Disable Global Use of Pre-Defined Select Options for State/Province Fields* Enable Pandora* Disable Sub-Fields from Main Custom Fields List View* ObjectSync Settings <!-- 143366 - Deprecate Classic Options under global settings --> ====Deprecated Global Search====Deprecated the Global Search feature which formerly appeared under the “Tools” heading of the Menu Icon if enabled. <!-- 144661 - Deprecate or revise Global Search --> ====Added Everyone Role Option within Portals====Added ability to add the '''Everyone''' option within portal role permissions. Previously, some portal permissions contained the '''All''' option. The '''Everyone''' role option is more advantageous as it allows admins to set permissions to every existing user (present and future) regardless of their role. The '''All''' option was problematic as it only added current roles in bulk and therefore required periodic amending when new roles were added to a system.<!-- 129844 - Enhancement: 'Everyone' option should be included for permissions on portals --> ====Added Field IDs to Report Builder====Added Field IDs as a row in the Report Builder. Also added Object IDs to the following pages for easier configuration: company category, UTA L1/L2/L3 list view settings, user role. <!-- 141848 - Missing Object IDs in configuration --><!-- 137291 - Field ID on Report Builder --> ====Added Ability to Delete Multiple Upload Files from API====Added the ability to delete files from Upload - Multiple Files Storage fields using the SmartConnect API. This new option can be seen by going to Global Settings > Integrations tab > SmartConnect API > Edit a function > Action Type. A new option has been added called “Files - Delete”. <!-- 138847 - API function to delete files --> ====Updated Workflow Behavior====Updated the behavior of workflows to run in a linear manner instead of generating new threads when the '''Run Asynchronously''' option is toggled off. This change will reduce the likelihood of two workflows running simultaneously on the same record. After the upgrade, the task process order will be: # If the workflow is a trigger workflow task, go to the trigger workflow# If the connector is connected to a task, go to that task# If the connector is connected to a workflow, go to that workflow<!-- 142898 - Revamp trigger workflow task --> ====Updated Record Lock to Be Toggled On by Default ====Updated platform behavior to lock UTA records by default so two users cannot modify the same record at the same time and potentially overwrite each other’s changes. The record lock owners’ names will also be anonymized by default. This change will only apply to newly created systems where the record lock setting will no longer be an option. The anonymized record lock owner role permission can be found at Global Settings > Security tab > Anonymize Record Lock Owner for Organization and User Records. Within the UTA, it can be found at UTA > Configuration Settings > Security tab > Anonymize Record Lock Owner. <!-- 143053 - Apply record lock on UTA records by default --> ====Added API Logs to SmartConnect Configuration Page====Updated SmartConnect API configuration page to display API logs. To see the API logs, go to Global Settings > Integrations tab > SmartConnect API > Click the API Logs button in the top action bar. You can also edit a function or user to see the API logs filtered for that function or user.<!-- 145472 - Show API log in the system --> ====Added Support for X.509 for Service Provider-Initiated Single Sign-On====Added support for X.509 signing certificate for single sign-on (SSO) authorization requests. If you are using a service provider-initiated SSO, a signed authentication request embedded with the signed value and the X.509 certificate will be sent to the identity provider (IdP). The new setting is located at Global Settings > Integrations tab > Single Sign-on > Edit a SP-initiated SSO and toggle on Sign authentication request sent to identity provider (IdP).<!-- 148020 - Adding SP x509 signing certificate for SSO metadata and SSO authorization request --> ====Added New Options for New Activity Workflow Tasks====Added three new workflow options to the “Create New Activity” workflow task. The three new settings are: * '''Check Status Trigger:''' By default, this setting is off. If enabled, any Status Triggers associated with the new record status will run as part of this workflow. * '''Trigger Formulas:''' By default, this setting is enabled so any formulas on the record will run as part of this workflow.* '''Trigger Activity Level Workflow:''' By default, this setting is enabled so activity level workflows set up to run on the new activity record status will run as part of this workflow. The new settings can be found at Menu Icon > Workflows > Task tab > Open a task with a Task Type set to “Create New Activity”. The 3 toggles appear under Activity Status.<!-- 148315 - Data Exchange not pulling L2s created via WF/Autoloader --> ====Updated ORCID Integration====Updated ORCID (research publication) integration to retrieve additional information from each “work” record, including contributors.<!-- 148554 - ORCID API is not pulling in authors/contributors --> ====Updated Upgrade Email Alerts to Use System Default From Address====Updated the upgrade email alerts to use the system's default From Address located at Menu Icon > Global Settings > Communications tab > Email Options and Security > Toggle on Enable Default From Address. Previously, these notifications came from donotreply@smartsimplemailer.com. After the upgrade, the emails will use the default From Address specified. <!-- 149525 - Upgrade notification emails --> ====Updated System Security Summary====Updated the System Security Summary to flag any backup environments that have access open to all roles. To view the security summary, go to Menu Icon > Global Settings > System tab > System Security Summary.<!-- 149672 - Access to the backup environment should be flagged in security summary --> ====Added a Warning to Upload - Multiple Files Storage Custom Field around Value Storage====Added a warning on the Upload - Multiple Files Storage custom field in the event a user attempts to configure storing files to another field when there are existing files already uploaded in the current field. Configuring the “Value Storage” section on an upload field should be done before files are uploaded to prevent the loss of visibility of files already uploaded.<!-- ticked id 149717 - Make store to field setting read only on an upload custom field type if there are existing data/files uploaded -->