Smartstaff
2,173
edits
Changes
m
====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 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 ID'''s as a row in the''' Report Builder.''' Also added '''Object ID'''s 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 -->
→Notes for Admins
==Notes for Admins==
====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 -->
====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 API Logs to SmartConnect Configuration Page====
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 -->
====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 ID'''s as a row in the''' Report Builder.''' Also added '''Object ID'''s 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 -->
====Updated Workflow Behavior====
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 -->
====Deprecated Classic Options from Global 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 -->
