September 2022

Summary of recent updates or changes as of September 2022

Locking users after multiple failed payment attempts

1. If a user has reached 5 failed payment attempts in a specific module, their account will be locked and prevented from attempting any more payments within that module. This measure has been implemented in order to prevent fraudulent testing charges against compromised credit cards. If the user is legitimate, they will need to contact the administrator in order to have their account unlocked. Review this help article on Unlocking Accounts Due to Failed Payment Attempts

Updated Delete Contact

1. Previously, you could not delete a contact who has financial transactions in the system; however, we have now updated this functionality in order to allow administrators to delete a contact who has financial transactions in the system. If you choose to delete a user and their related financial transactions, once this step has been actioned, the data will not be recoverable. There are multiple warning messages and confirmation screens to acknowledge to confirm this action. Refer to the help article on How to Delete a Contact

Ability to hide submission fields from Co-Authors

1. There may be some fields related to the primary submitter on the submission form that you want to prevent from displaying to a Co-Author on the front end. Use this setting to hide a submission form field from displaying to Co-Authors when a Co-Author logs into the submission site and views the submission details. Refer to the help article for How to hide submission form fields from appearing to Co-Authors

• Related Articles

• How to hide submission form fields from appearing to Co-Authors

  This setting will only hide the specific submission form fields from the front-end view when a Co-Author logs in to the submission site and views the submission.

• Setting Contact Fields to display for Submitter/Primary Contact and Co-Authors on Submissions

  NOTE: Modifying the contact profile fields for the Submission Form will not impact other modules.

• About the Contact Form

  There is one default Contact Form defined in your X-CD site. This Contact Form contains all of the fields you want to be associated with a contact profile and the fields are shared across all modules. Within each module, you will be able to control ...

• Can a person delete their own contact profile?

  An end-user cannot delete their own contact profile. Only an admin is able to delete an individual's contact profile.

• How to Access the Default Contact Profile Form and How to Edit Contact Form Fields?

  About the Default Contact Profile Form The default contact profile form will contain the standard X-CD fields. You will be able to identify these types of fields as there will be a specific label underneath the field in the field grid view. Refer to ...