Smartstaff
2,460
edits
Changes
m
→March 13th 2025 (202503.01)
====March 13th 2025 (202503.01)====
* Deprecated the Classic tab located under '''Global Settings''' > '''Branding''' tab > '''Colors and Styles'''. The '''Label Alignment''' setting remains available.
<!-- 119953 - Deprecate the branding, colors & styles, classic tab -->
* Updated the messaging for a batch update in progress so that it automatically hides a few seconds after the batch update completes.
<!-- 165645 - Hide batch update message after a few seconds -->
* Updated the '''Field Change History''' (found on Level 1 records under the '''Logs''' link) to include a "Source" column. This is useful for viewing where a change was initiated and for tracking changes that may not have been made directly by a user.
<!-- 165988 - Should field Change History include the Source value -->
* Added new variables to validate pages and word counts on documents uploaded to the multi-file and single file storage custom fields. For example, you can now use '''SmartCheck''' validation on application submissions to ensure a client uploaded a document that contains at least two pages of information or contains at least 100 words. File types that can be checked include Word (.doc, .docx), rich text (.rtf) and Adobe portable document format (.pdf). <br/>The syntax to retreive this information from the uploaded files is based on the field name: <code>@field.pagecount@</code>, <code>@field.wordcount@</code>. <br/>The syntax to retreive this information from the uploaded files is based on the field ID: <code>@#fieldid.pagecount#@</code>, <code>@#fieldid.wordcount#@</code>. <br /> <br /> '''Note:''' If there is more than one uploaded file, you will get an aggregate of pages and counts across all files. PDFs must contain searchable and selectable text. If using these variables in '''SmartCheck''' validation, custom field validation, browser scripts or comparisons, be sure to wrap the variables with the parse number syntax: <code>ssParseNum(@#fieldid.pagecount#@</code>
<!-- 167042 - Add Page and Word Count Validation for Uploaded Word Documents -->
* Added a new option to exclude the date-timestamp from the file name on e-signature documents that are saved to an upload field after the signing process. To see the new setting, navigate to the "Special - Web Page View" custom field where the document is generated for e-signature. The new setting is called '''Append date-timestamp to signed document file name'''.
<!-- 167631 - E-signature downloaded file names -->
* Added the ability to specify the visibility of the "Special – Like Button Rating" custom field within SmartFields used to generate PDFs.
<!-- 168980 - Copy of 168047 - Like Button Rating does not have the ability to exclude from Smartfield -->
* Added new syntax for identity verification in DocuSign, allowing clients to request the recipients/signers verify their identity. This includes options for phone authentication, access code authentication, and knowledge-based authentication. <br /> '''Note:''' Clients must configure workflows in their DocuSign account and update their existing Web Page Views with the new syntax, including the workflow IDs. To learn more, read our article on identity verification for DocuSign: https://wiki.smartsimple.com/wiki/DocuSign#Identity_Verification
<!-- 169161 - DocuSign integration with Bank ID -->
* Added a count for invitations for the left-side panel of object pages.
<!-- 169248 - Copy of 169133 - Collaborator Count is Missing -->
* Updated the "i" icon tooltip on workflow task connectors to show conditions on hover.
<!-- 169334 - Copy of 169282 - Workflows and tooltip for Conditions -->
* Updated system uploads to check that the uploaded file's extension matches the actual filetype.
<!-- 169698 - Copy of 169584 - Backup not receiving CSV file uploads in SmartFolders -->* Deprecated the Classic tab located under '''Global Settings''' > '''Branding''' tab > '''Colors Updated single sign-on (SSO) with more precise and Styles'''. The '''Label Alignment''' setting remains availableconsistent date/time management across time zones.
<!-- 119953 169879 - Deprecate Copy of 169702 - B2C FHLBC -->* Updated copy behavior so that when a record is copied, the brandingassociated media files are reprocessed automatically by the media library, colors & allowing them to be played inline without manual intervention. <!-- 170203 - Media library video files remain in an endless 'processing' state when a record is copied. -->* Updated the autoloader to improve error handling when incoming data contains unexpected JSON data formats. <!-- 170269 - Copy of 170205 - FHLBC - Salesforce Autoloader Stopped running. -->* Fixed an issue with the <code>@objtoken_loginurl@</code> variable where it was not taking the user to the desired record if the user was not already logged in. <!-- 167807 - Object token URL - not opening object when not logged in -->* Fixed an issue where axes were not displaying correctly when creating a custom field with the "Chart" type set to "Horizontal Bar". <!-- 170180 - Horizontal Bar Chart Axis Labels Issue -->* Fixed an issue where workflows were not automatically triggered when the status of an Level 1 record was updated using a P3 script <!-- 169595 - Copy of 169287 - PHEAA - P3 Script Status Change Not Triggering WF -->* Fixed an issue with the rich text editor in workflow emails where the styles, classic tab did not load as expected. <!-- 170294 - Initializing new rich text editor -->* Fixed issues regarding the creating and updating associations using SmartConnect API version 1. <!-- 170410 - Copy of 170395 - PHEAA - Issues in Organization Association API -->
