Smartstaff
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Changes
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====Deprecated Classic Options from Global Settings====
Deprecated 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 -->
====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 -->
→Notes for Admins
==Notes for Admins==
====Added Ability to Allow Access to API Functions by Role====
Added the ability to allow access to an API function by role. To see this feature, go to '''Global Settings''' > '''Integrations''' tab > '''SmartConnect API''' > Edit an API > '''Allow Access'''. If this field is left empty, everyone will have access by default.
<!-- 150255 - add a role permission to the API functions -->
====Added Everyone Role Option within Portals====
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 -->
====Added API Logs to SmartConnect Configuration Page====
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 -->
====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.
<!-- 149717 - Make store to field setting read only on an upload custom field type if there are existing data/files uploaded -->
====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 -->
====Updated ORCID Integration====
<!-- 149672 - Access to the backup environment should be flagged in security summary -->
====Added a Warning to Upload - Multiple Files Storage Custom Field around Value StorageDeprecated Classic Options from Global Settings====Added a warning on theDeprecated several classic options found at '''Menu Icon''' > '''Global Settings''' > ''' Upload - Multiple Files StorageClassic Options''' custom field in the event a user attempts . 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 configure storing files Existing Records The following features are no longer supported and will not be available to another field when there are existing files already uploaded in the current fieldnew systems. Configuring However, if you have any of the “Value Storage” section on an upload field should be done before files are uploaded following already enabled, they will continue to prevent 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 loss '''Global Search''' feature which formerly appeared under the “Tools” heading of visibility of files already uploadedthe '''Menu Icon''' if enabled.<!-- 149717 144661 - Make store to field setting read only on an upload custom field type if there are existing data/files uploaded Deprecate or revise Global Search -->
