Platform - January 2022
We've enhanced security features, added a new Send a Text Message Process Step, and included the schema for Record Insights (coming to a Platform near you in February 2022). Oh, and we threw in some bug fixes to keep everything running ship-shape.
Note: Beginning ith the Platform // September 2021 release, new releases (including this one), will be designed for the new generation of the Platform. While there are some exceptions (such as multi-factor authentication), new features will not be available in Legacy. But never fear, we'll make sure we don't break anything in Legacy with the next generation excitement.
Records
- Added a warning to clarify that Pages cannot be deleted when a User has defined a Selection on that page.
- Enhanced delete dialog to exclude View Keys, which cannot be deleted.
- Enhanced sub-pages with the ability to suppress the New button on sub-pages if it is suppressed on the target page. For example, if you've suppressed the new button on the Contacts page, it is also suppressed on the Primary Family sub-page.
- Enhanced action buttons to appear when records are selected. But if no records are selected, the action buttons will automatically disappear.
- Removed Quick Add, Attach, and Secure options for Read-Only Pages.
- Fixed an issue where changing an Event's start time also changed the seconds of the start time rather than defaulting to 00. So your 2:00 PM event will no longer start at 2:00:37 PM.
- Fixed an issue where highlighting and selecting text was finicky.
- Fixed an issue where the last column in grid view could not be expanded.
- Fixed an issue where events were not deleted when deleting a series.
- Fixed an issue where an event series could not be created for days including the start of Daylight Savings Time.
User Interface & Navigation
- Enhanced Record Security on any page or open record, while allowing access by individual Users and/or User Groups, making it easy to protect sensitive data and remove the restrictions with a click of the button.
- Enhanced navigation to remember the User's last menu (Basic or Advanced) selection, ensuring the menu you want is the menu you get.
- Enhanced memo fields & large text boxes in read-only and show more mode so that the font is consistent with the font being used on the displayed page.
- Enhanced the Recent Records panel on Desktop to appear as a tray underneath the navigation options, saving you a precious click. You asked for it and we did it! Have another great idea? Add it to the Idea Board!
- Fixed an issue where Users could not navigate between basic and advanced navigation.
- Fixed an issue where impersonating a User without the Administrator Security Role returned an error.
- Fixed an issue where deleted Notifications remained on the User's record after being deleted.
- Fixed an issue where changes were not retained if the source view was open when saving.
Security
- *NEW* Fix view on the Users page called, Fix: No Contact Email to help hunt down those pesky non-email-having Users. Tip: Set up a view notification to remind you to help keep everything ship-shape!
- Enhanced the Security Roles page so that it keeps the current scroll location within the page after editing or saving. That means you can edit and save changes to a Security Role without being returned to the top of the form each time.
- Removed fixed footer and scrolling from login screen.
- Fixed an issue where a User could be made a Delegate for someone whose record they did not have permission to based on Record Security. To have the delegate option in the New Message Tool, the User must have both a Delegate record and permission to access the person's record.
Schema
- *NEW* Added schema for Record Insights, which will be coming to a Platform near you in February 2022.
- Added indexes to improve stored procedure efficiency.
- Added a webhook status of "Initiated." After a webhook process has started its status will be changed from Created to Initiated.
- Added Field Management to hide the dp_Inbound_SMS.Last_Message field, as this field is not used and is not part of active development.
- Updated the Subsequent Care sub-page default fields to show the Action Date rather than Date Provided.
- Updated field labels for view keys on read only pages to display the field name without "ID" for consistency.
- Enhanced the Add dialog so the General box does not appear when it does not contain any fields.
- Enhanced the Default Field List on the Identities sub-page to include social login identity provider names.
- Removed the Field Management that hid the Display Name field on the User Record.
- Fixed the Reports drop-down menu to show Reports that depend on a Selection as soon as a Selection is created (without refreshing).
Messages & Tasks
- *NEW* Added a Send a Text Process Step. The possibilities for this Process Step are endless, so let us know how you're using it at YOUR church in the forums!
- Enhanced text editor fields (the one you use to add a link in the New Message Tool) to display the link if no text is highlighted.
- Enhanced template drop-down menu in the New Message Tool to show longer template names, eliminating guesswork that comes with similarly named templates.
- Added a filtered drop-down list on the Templates page so that if Communication Type is set to SMS Text, only templates with the Communication type of Text will be displayed.
- Fixed an issue where emails sent through a process did not honor the From and Reply To contacts specified on the template.
Views & Selections
- *NEW* System View check box to the Advanced Search Tool, allowing any User (even those without System Setup access) to create a System View that is available to all Users. The check box defaults to being unchecked, so be sure to check the box for any views that should be universally available.
- *NEW* Added a copy button to the Advanced Search Tool so Users without System Setup access can copy helpful views and customize as needed.
- Added an additional warning when a User attempts to delete a View that is associated with a View Notification.
- Enhanced the Audit Log to record changes made to views using the Advanced Search Tool.
- Enhanced Advanced Search to display midnight in the User's time zone if no time is specified.
- Enhanced Selections to allow appending to an existing selection on sub-pages.
- Fixed an issue where dialog boxes did not adjust when the browser was zoomed in, making the bottom of the box (and action buttons) inaccessible. Now you can zoom in and still see the Save button, making life easier for all involved.
- Fixed an issue where Users lost the ability to edit views using the Advanced Search Tool after saving.
- Fixed an issue where selected times were not honored after saving a view using the Advanced Search Tool.
- Fixed an issue where View Notification emails formatting was squished when viewed in Safari and Outlook Web.
Charts
- Fixed an issue where charts with an Average Aggregation Type and KPI chart types rounded and included decimal types. Moving forward, only money-related data will contain decimals.