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Template:March2024Upgrade

4,343 bytes added, 20 June
June 20th 2024 (202406.02)
==Service Packs==
====June 20th 2024 (202406.02)====
* Fixed an issue where assigning a new category to an organization could remove an existing category if the user did not have permission to add the existing category.
<!-- 158022 - Organization Categories being Removed -->
* Fixed an issue with Universal Tracking Application workflows that were configured on the file upload field where an E-signature PDF is stored to. The acknowledgement task within the workflow will now trigger upon file uploads initiated by the service provider.
<!-- 162812 - Adobe Workflow - Pending Signature issue -->
 
====June 13th 2024 (202406.01)====
* Added improved support for multiple exported file names in the custom field for web page views. When multiple file name tags wrapped in SSlogic are entered in the '''HTML Template''' field, the '''Exported File Name''' input will become read-only.
 
<!-- 160593 - Web Page View - HTML Template & Exported File Name -->
* Added ability to recreate an '''+AI Insight''' model in scenarios where the AI model is no longer available.
 
<!-- 161379 - AI insight page not loading -->
* Updated the maximum file size for system folders types on Autoloader/Export Storage to align with the file upload limit specified in the Gort automation server settings.
 
<!-- 157613 - Increase SmartFolder file size limit for document upload -->
* Updated autoloader queue behavior to ensure that when an autoloader does not run at the designated time (due to another autoloader in progress), the second autoloader will run later and not be skipped.
 
<!-- 162073 - Scheduled Autoloaders not triggering in York PROD environment -->
* Updated the '''Discussion Board''' feature to restrict the ability to upload files to thread creators and discussion board managers.
 
<!-- 144756 - Adding attachments to posts in discussion board 2 -->
* Updated the '''+AI Assistant''' feature to return an error message to the user if the '''Available to''' field contains types or statuses that do not exist.
 
<!-- 160180 - AI Assistant Phase 2 -->
* Updated the '''Assignment Grid''' feature to have sticky column headers.
 
<!-- 160902 - Assigment Grid - Issues -->
* Updated the behavior of the '''+AI Insights''' dropdown so that it only appears when the feature is enabled and configured.
 
<!-- 161256 - +AI Insights (Beta) -->
* Updated SignEasy e-signature integration to allow clients to revoke and reauthorize tokens. Additionally, a notification email is now sent when the signature process encounters an access error with SignEasy.
 
<!-- 161509 - SignEasy needs re-authorizing before token set expires -->
* Updated the loading speed for the "Sent" and "Archived" tabs of the '''Message Queue''' for improved performance. Please note that the total record count will no longer be displayed and the sorting functionality has been disabled.
 
<!-- 161767 - Message Queue Sent/Archive tab load slow when there are a lot of messages -->
* Fixed an issue with scheduled exports that occurred when exporting large reports.
 
<!-- 162073 - Scheduled Autoloaders not triggering in York PROD environment -->
* Fixed an issue with '''Quick Load''' to improve listview performance.
 
<!-- 162205 - Issues navigating to the next page when quick load enabled -->
* Fixed an issue where the rich text editor displayed additional options on web-enabled template pages.
 
<!-- 159660 - Rich Text Editor Options not applied on external pages -->
* Fixed an issue where a workflow associated with a scheduled report export would not run in some scenarios where the export had a large number of records. Additionally, we optimized field indexing to speed up report queries.
 
<!-- 162096 - Workflow not triggered -->
 
====May 16th 2024 (202405.02)====
* Fixed an issue with AutoNumber field not incrementing as expected in some scenarios.
<!-- 160123 - Computed Autonumber field not populating when record is created via P3 script -->
<!-- 161184 - WWF: Autonumber not working with integration -->
 
* Fixed an issue related to expired tasks in workflows.
 
<!-- 161008 - Workflow Task Expiry Issue -->
* Fixed an issue with data archiving.
 
<!-- 161586 - Data Archive not completing on LaCaixa -->
<!-- 161674 - Corrupted lines in archive file on CFF -->
* Fixed an issue that prevented variables from resolving on the login page.
 
<!-- 161642 - Brain Canada - Login Page -->
====May 9th 2024 (202405.01)====
* Added the ability for administrators to create their own '''+AI Insight''' models.There are two types of models you can create:** UTA '''UTA +AI Insight''' models are available within a single Universal Tracking Application™. Data is based on Level 1 records of a specific status and type. Users may ask the UTA +AI Insight model questions related to the aggregation, summarization, and prediction of records in the training set.** Instance '''Instance +AI Insight''' models are available in the header throughout your SmartSimple Cloud Instance. Data is based on the uploaded training data. Instance level +AI insight models are ideal for uploading: operational policies and procedures, governance policies and protocols, system usage guidelines and program specific guidelines.
: To see the new settings, navigate to '''Menu icon''' > '''Global Settings''' > +'''AI''' tab > '''+AI Insights'''.
<!-- 159838 - External and Instance Chat GPT -->
 
* Updated the Icon Library to include over 2000 new icons.
Smartstaff, administrator
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