Difference between revisions of "Template:April2016Upgrade"
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==Global System Upgrades== | ==Global System Upgrades== | ||
The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to their server: | The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to their server: | ||
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==On-Demand System Upgrades== | ==On-Demand System Upgrades== | ||
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===New Currencies Now Supported in the System=== | ===New Currencies Now Supported in the System=== | ||
| − | 'Brazilian Real', 'Colombian Peso', 'Cyprus Pound', 'Czech Koruna', 'Danish Kroner', 'Egyptian Pound', 'Ethiopian Birr', 'Fiji Dollar', 'Ghanaian Cedi', 'Hungarian Forint', 'Indonesian Rupiah', 'Israeli Shekei', 'Jordanian Dinar', 'Kazakhstan Tenge', 'Kenyan Shilling', 'Kuwait Dinar', 'Lebanese Pound', 'Malaysian Ringgit', 'Moroccan Dirham', 'New Zeland Dollar', 'New Taiwan Dollar', 'Norwegian Krone', 'Omani Rial', 'Pakistani Rupee', 'Philippino Peso', 'Polish Zloty', 'Qatar Rial', 'Russian Ruble', 'Saudi Riyal', 'Singapore Dollar', 'Slovak Koruna', 'South Korean Won', Swedish Kroner', 'Swiss Franc', 'Thai Baht', 'Trinidad & Tobago Dollar', 'Tunisian Dinar', 'Ukrainian Hryvnia', 'United Arab Emirates Dirham', 'Vietnam Dong'. | + | 40+ new currencies have been added to the list of standard currencies on the platform including: 'Brazilian Real', 'Colombian Peso', 'Cyprus Pound', 'Czech Koruna', 'Danish Kroner', 'Egyptian Pound', 'Ethiopian Birr', 'Fiji Dollar', 'Ghanaian Cedi', 'Hungarian Forint', 'Indonesian Rupiah', 'Israeli Shekei', 'Jordanian Dinar', 'Kazakhstan Tenge', 'Kenyan Shilling', 'Kuwait Dinar', 'Lebanese Pound', 'Malaysian Ringgit', 'Moroccan Dirham', 'New Zeland Dollar', 'New Taiwan Dollar', 'Norwegian Krone', 'Omani Rial', 'Pakistani Rupee', 'Philippino Peso', 'Polish Zloty', 'Qatar Rial', 'Russian Ruble', 'Saudi Riyal', 'Singapore Dollar', 'Slovak Koruna', 'South Korean Won', Swedish Kroner', 'Swiss Franc', 'Thai Baht', 'Trinidad & Tobago Dollar', 'Tunisian Dinar', 'Ukrainian Hryvnia', 'United Arab Emirates Dirham', 'Vietnam Dong'. |
===New Dynamic List View Filtering=== | ===New Dynamic List View Filtering=== | ||
| − | This enhancement adds | + | This enhancement adds the ability to filter a list view based on UTA roles and the ability to filter list views based on system variables such as @userid@ and @companyid@ |
| − | :* [[Why?]] | + | :* [[Why?]] The system now allows list views to be filtered based on UTA role and system variables like User ID and Company ID. This reduces issues for organizations with large numbers of list views by displaying only relevant list views to users based on their specific role and other identifiers. | [[How]] |
| − | + | <!-- 42404 - Dynamic List View Filtering --> | |
| − | |||
| − | |||
| − | |||
===New Annotate Specific Application and Form Fields with Comments=== | ===New Annotate Specific Application and Form Fields with Comments=== | ||
This new features enables organizations who receive applications and forms to add field-level comments for applicants to review and revise. | This new features enables organizations who receive applications and forms to add field-level comments for applicants to review and revise. | ||
| − | :* [[Why?]] | + | :* [[Why?]] This feature allows organizations to better communicate feedback with applicants by allowing them to add comments on specific fields on submitted applications and forms. The process allows the annotated fields to be editable while other fields cannot be modified. | [[How]] |
| − | + | <!-- 42199 - Revision comments --> | |
| − | This feature allows organizations to better communicate feedback with applicants by allowing them to add comments on specific fields on submitted applications and forms. The process allows the annotated fields to be editable while other fields cannot be modified. | ||
| − | --> | ||
| − | |||
===Enhanced Stripe Integration=== | ===Enhanced Stripe Integration=== | ||
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:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 43318 - Stripe Integration --> | <!-- 43318 - Stripe Integration --> | ||
| − | |||
===New Arcadia X Layout Picker=== | ===New Arcadia X Layout Picker=== | ||
The Arcadia X layout picker enables the point-and-click configuration of sections using pre-made templates and the choice of Arcadia X themes and backgrounds. All Arcadia X sections built using the layout picker are responsive. | The Arcadia X layout picker enables the point-and-click configuration of sections using pre-made templates and the choice of Arcadia X themes and backgrounds. All Arcadia X sections built using the layout picker are responsive. | ||
| − | :* [[Why?]] | + | :* [[Why?]] Arcadia X Layout picker (template for section creation) |
| − | + | For novice users and those not familiar with html, the Arcadia X layout picker provides pre-made templates with various layouts eliminating the need for technical know-how. Arcadia X layouts built using the layout picker are responsive by default, making them accessible on devices with different screen sizes and resolutions. | [[How]] | |
| − | For novice users and those not familiar with html, the Arcadia X layout picker provides pre-made templates with various layouts eliminating the need for technical know-how. Arcadia X layouts built using the layout picker are responsive by default, making them accessible on devices with different screen sizes and resolutions. | + | <!-- 37891 - --> |
| − | --> | ||
| − | |||
| − | |||
<!-- | <!-- | ||
===Create a new style sheet for XML budgets and define default classes for cells=== | ===Create a new style sheet for XML budgets and define default classes for cells=== | ||
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--> | --> | ||
<!-- 36544 - Create a new style sheet for XML budgets and define default classes for cells --> | <!-- 36544 - Create a new style sheet for XML budgets and define default classes for cells --> | ||
| − | |||
===New Privacy and Confidentiality Hyperlink Added to Login Pages by Default=== | ===New Privacy and Confidentiality Hyperlink Added to Login Pages by Default=== | ||
Privacy is a shared responsibility. This enhancement places a visible privacy and confidentiality hyperlink on the top right corner of all login pages. This makes it easier for organizations to communicate their unique privacy and confidentially responsibilities to their users in a consistent manner. | Privacy is a shared responsibility. This enhancement places a visible privacy and confidentiality hyperlink on the top right corner of all login pages. This makes it easier for organizations to communicate their unique privacy and confidentially responsibilities to their users in a consistent manner. | ||
| − | :* [[Why?]] | + | :* [[Why?]] Privacy IS a shared responsibility. This enhancement makes it even easier for organizations to communicate their privacy and security policies with their user community. A new Privacy and Security tab within the Global Settings page makes is a new centralized place where all privacy, security, and confidentiality policies can be documents. The contents of the Privacy and Security tab will be displayed in a new hyperlink located on all login pages. | [[How]] |
| − | + | <!-- 43930 - Privacy and Confidentiality is a shared responsibility --> | |
| − | |||
| − | |||
| − | |||
===Enhanced Record Lock Feature Added when Modifying Contacts and Companies=== | ===Enhanced Record Lock Feature Added when Modifying Contacts and Companies=== | ||
This optional feature locks a contact and company record when in edit mode. This eliminates any possibility of two users from modifying the same record at the same time. | This optional feature locks a contact and company record when in edit mode. This eliminates any possibility of two users from modifying the same record at the same time. | ||
| − | :* [[Why?]] | + | :* [[Why?]] Although unlikely, it is possible that two people could attempt to edit the same record at the same time. This scenario is not ideal as it could lead to data loss. This enhancement extends the existing record lock feature to include contacts and company records eliminating two possibility of two people editing the same record record simultaneously. This feature is optional and can be turned on and off from within Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users) | [[How]] |
| − | + | <!-- 39232 - Would Like to Lock Contact Record when in Edit Mode --> | |
| − | Although unlikely, it is possible that two people could attempt to edit the same record at the same time. This scenario is not ideal as it could lead to data loss. This enhancement extends the existing record lock feature to include contacts and company records eliminating two possibility of two people editing the same record record simultaneously. This feature is optional and can be turned on and off from within Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users) | ||
| − | |||
| − | |||
===Enhanced Search Functionality Added to Reports Page=== | ===Enhanced Search Functionality Added to Reports Page=== | ||
This enhancement adds the search feature to reports page. | This enhancement adds the search feature to reports page. | ||
| − | :* [[Why?]] | + | :* [[Why?]] For organizations with many reports, or organizations who expect to generate many reports over time, this is a welcomed enhancement. The reports page now has search functionality giving you the ability to quickly filter reports by column name, role, status, and type. | [[How]] |
| − | + | <!-- 42000 - Search field on the Reports page --> | |
| − | For organizations with many reports, or organizations who expect to generate many reports over time, this is a welcomed enhancement. The reports page now has search functionality giving you the ability to quickly filter reports by column name, role, status, and type. | ||
| − | |||
| − | |||
===Enhanced Custom Field List Views Now Display Last Modified Date=== | ===Enhanced Custom Field List Views Now Display Last Modified Date=== | ||
| Line 76: | Line 55: | ||
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 35656 - Add date last modified to custom field list view --> | <!-- 35656 - Add date last modified to custom field list view --> | ||
| − | |||
===New Role Permissions for Submit buttons=== | ===New Role Permissions for Submit buttons=== | ||
Global System Upgrades<br /> | Global System Upgrades<br /> | ||
Submit buttons can now be configured so that they are presented to users based on role and UTA role permission settings reducing the need for visibility conditions. If a Submit button is associated with both a role and UTA role, the UTA role permission will take precedence. | Submit buttons can now be configured so that they are presented to users based on role and UTA role permission settings reducing the need for visibility conditions. If a Submit button is associated with both a role and UTA role, the UTA role permission will take precedence. | ||
| − | :* [[Why?]] | + | :* [[Why?]] Prior to this enhancement, Submit buttons could be associated with one or more Level One templates and visibility conditions controlled when the button was visible. This enhancement adds role and UTA role permissions to Submit buttons giving admins more flexibility when configuring them.| [[How]] |
| − | + | <!-- 40243 - Role Permission for Submit button --> | |
| − | Prior to this enhancement, Submit buttons could be associated with one or more Level One templates and visibility conditions controlled when the button was visible. This enhancement adds role and UTA role permissions to Submit buttons giving admins more flexibility when configuring them. | ||
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===New Ability to Assign Many Objects to Many Objects With the Assignment List View - Phase 1=== | ===New Ability to Assign Many Objects to Many Objects With the Assignment List View - Phase 1=== | ||
| Line 92: | Line 67: | ||
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 35842 - Assignment List View --> | <!-- 35842 - Assignment List View --> | ||
| − | |||
===Enhanced Revamp Dynamic Control fields=== | ===Enhanced Revamp Dynamic Control fields=== | ||
| Line 99: | Line 73: | ||
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 37465 - Revamp Dynamic Control fields --> | <!-- 37465 - Revamp Dynamic Control fields --> | ||
| − | |||
===New Level 2 Fields Now Visible in Level 3 List Views=== | ===New Level 2 Fields Now Visible in Level 3 List Views=== | ||
| Line 106: | Line 79: | ||
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) --> | <!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) --> | ||
| − | |||
===New SmartSimple Meta Data Exchange=== | ===New SmartSimple Meta Data Exchange=== | ||
| Line 112: | Line 84: | ||
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 44695 - SS Meta data exchange --> | <!-- 44695 - SS Meta data exchange --> | ||
| − | |||
===Enhanced Password Policy Options=== | ===Enhanced Password Policy Options=== | ||
| Line 119: | Line 90: | ||
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 44147 - Platform password policy enhancement --> | <!-- 44147 - Platform password policy enhancement --> | ||
| − | |||
===Provider / Consumer List View Filter=== | ===Provider / Consumer List View Filter=== | ||
| Line 126: | Line 96: | ||
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 44457 - Provider / Consumer List View Filter --> | <!-- 44457 - Provider / Consumer List View Filter --> | ||
| − | |||
===List View Parent and Child Advanced Search=== | ===List View Parent and Child Advanced Search=== | ||
| Line 133: | Line 102: | ||
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 44524 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket --> | <!-- 44524 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket --> | ||
| − | |||
===Batch create Level one from Provider=== | ===Batch create Level one from Provider=== | ||
Revision as of 10:16, 18 March 2016
Contents
- 1 Global System Upgrades
- 2 On-Demand System Upgrades
- 2.1 New Currencies Now Supported in the System
- 2.2 New Dynamic List View Filtering
- 2.3 New Annotate Specific Application and Form Fields with Comments
- 2.4 Enhanced Stripe Integration
- 2.5 New Arcadia X Layout Picker
- 2.6 New Privacy and Confidentiality Hyperlink Added to Login Pages by Default
- 2.7 Enhanced Record Lock Feature Added when Modifying Contacts and Companies
- 2.8 Enhanced Search Functionality Added to Reports Page
- 2.9 Enhanced Custom Field List Views Now Display Last Modified Date
- 2.10 New Role Permissions for Submit buttons
- 2.11 New Ability to Assign Many Objects to Many Objects With the Assignment List View - Phase 1
- 2.12 Enhanced Revamp Dynamic Control fields
- 2.13 New Level 2 Fields Now Visible in Level 3 List Views
- 2.14 New SmartSimple Meta Data Exchange
- 2.15 Enhanced Password Policy Options
- 2.16 Provider / Consumer List View Filter
- 2.17 List View Parent and Child Advanced Search
- 2.18 Batch create Level one from Provider
Global System Upgrades
The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to their server:
On-Demand System Upgrades
The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
New Currencies Now Supported in the System
40+ new currencies have been added to the list of standard currencies on the platform including: 'Brazilian Real', 'Colombian Peso', 'Cyprus Pound', 'Czech Koruna', 'Danish Kroner', 'Egyptian Pound', 'Ethiopian Birr', 'Fiji Dollar', 'Ghanaian Cedi', 'Hungarian Forint', 'Indonesian Rupiah', 'Israeli Shekei', 'Jordanian Dinar', 'Kazakhstan Tenge', 'Kenyan Shilling', 'Kuwait Dinar', 'Lebanese Pound', 'Malaysian Ringgit', 'Moroccan Dirham', 'New Zeland Dollar', 'New Taiwan Dollar', 'Norwegian Krone', 'Omani Rial', 'Pakistani Rupee', 'Philippino Peso', 'Polish Zloty', 'Qatar Rial', 'Russian Ruble', 'Saudi Riyal', 'Singapore Dollar', 'Slovak Koruna', 'South Korean Won', Swedish Kroner', 'Swiss Franc', 'Thai Baht', 'Trinidad & Tobago Dollar', 'Tunisian Dinar', 'Ukrainian Hryvnia', 'United Arab Emirates Dirham', 'Vietnam Dong'.
New Dynamic List View Filtering
This enhancement adds the ability to filter a list view based on UTA roles and the ability to filter list views based on system variables such as @userid@ and @companyid@
New Annotate Specific Application and Form Fields with Comments
This new features enables organizations who receive applications and forms to add field-level comments for applicants to review and revise.
Enhanced Stripe Integration
This enhancement furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November.
New Arcadia X Layout Picker
The Arcadia X layout picker enables the point-and-click configuration of sections using pre-made templates and the choice of Arcadia X themes and backgrounds. All Arcadia X sections built using the layout picker are responsive.
- Why? Arcadia X Layout picker (template for section creation)
For novice users and those not familiar with html, the Arcadia X layout picker provides pre-made templates with various layouts eliminating the need for technical know-how. Arcadia X layouts built using the layout picker are responsive by default, making them accessible on devices with different screen sizes and resolutions. | How
New Privacy and Confidentiality Hyperlink Added to Login Pages by Default
Privacy is a shared responsibility. This enhancement places a visible privacy and confidentiality hyperlink on the top right corner of all login pages. This makes it easier for organizations to communicate their unique privacy and confidentially responsibilities to their users in a consistent manner.
- Why? Privacy IS a shared responsibility. This enhancement makes it even easier for organizations to communicate their privacy and security policies with their user community. A new Privacy and Security tab within the Global Settings page makes is a new centralized place where all privacy, security, and confidentiality policies can be documents. The contents of the Privacy and Security tab will be displayed in a new hyperlink located on all login pages. | How
Enhanced Record Lock Feature Added when Modifying Contacts and Companies
This optional feature locks a contact and company record when in edit mode. This eliminates any possibility of two users from modifying the same record at the same time.
- Why? Although unlikely, it is possible that two people could attempt to edit the same record at the same time. This scenario is not ideal as it could lead to data loss. This enhancement extends the existing record lock feature to include contacts and company records eliminating two possibility of two people editing the same record record simultaneously. This feature is optional and can be turned on and off from within Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users) | How
Enhanced Search Functionality Added to Reports Page
This enhancement adds the search feature to reports page.
Enhanced Custom Field List Views Now Display Last Modified Date
Global System Upgrades
This enhancement adds the last modified date to custom list views and makes it easy to determine when a custom field list view was modified. This will be particularly useful when troubleshooting changes made to list views.
New Role Permissions for Submit buttons
Global System Upgrades
Submit buttons can now be configured so that they are presented to users based on role and UTA role permission settings reducing the need for visibility conditions. If a Submit button is associated with both a role and UTA role, the UTA role permission will take precedence.
New Ability to Assign Many Objects to Many Objects With the Assignment List View - Phase 1
Global System Upgrades
This feature adds the ability to assign many objects to many objects through the new Assignment List View feature. This feature will allow you to easily attach a group of reviewers to a Level One, assign many users to one ore many organizations, even attach a Level 1 to one or more Level Ones. Once fully implemented, this enhancement adds the ability to assign many objects (like users, organizations, Level 1, Level 2, Level 3s), to many objects. Phase one of this enhancement (April 2016 Upgrade) will add the ability to attach one or many contacts to Level 1s.
Enhanced Revamp Dynamic Control fields
Global System Upgrades
This enhancement changes the way Dynamic Control fields are rendered, however it retains the same functionality.
New Level 2 Fields Now Visible in Level 3 List Views
Global System Upgrades
This feature allows level 2 fields to be referenced from within a level 3 list views in Arcadia X portals. Level 2 fields will also appear in Level 3 advanced searches.
New SmartSimple Meta Data Exchange
This enhancement is the first in a multi-year platform enhancement aimed at creating a data exchange structure that can be used to package Instance configurations, UTA configurations, and other data. For the April 2016 upgrade, UTA packaging and unpackaging is available. This meta data exchange enhancement allows UTA data to be extracted from an instance, packaged, and then loaded / installed into another instance with minimal effort. The benefits of this feature is wide ranging including, quick and easy storage and archiving, the ability to easily restore UTA's data, sharing of configured UTA's between similar organizations, and much more.
Enhanced Password Policy Options
Global System Upgrades
This feature adds an additional option to the password policy ensuring a user’s ID (in its entirety) cannot be the whole, or part, of the user's password.
Provider / Consumer List View Filter
Global System Upgrades
This feature enhances standard list views with the ability to view a subset of consumers from a provider.
List View Parent and Child Advanced Search
This feature is an enhancement on the List View Parent and Child feature introduced in the January 2016 upgrade. With this enhancement Advanced Search functionality has been added to the following:
a) the organization connected to the L1
b) the branch connected to the L1
c) the external person connected to the L1
d) the internal person connected to the L1
Batch create Level one from Provider
This feature adds the ability to create level 1s based on based on a list of organizations attached to a level one or level two provider
