View source for Template:November2019Upgrade

==General Details==
===Upgrade Dates===
Public Cloud Production release date: '''November 14th 2019'''<br />
Public Cloud Backup release date: '''October 29th 2019'''

Private Cloud Production (Managed Upgrades) release date: '''November 28th 2019'''<br />
Private Cloud Backup (Managed Upgrades) release date: '''November 14th 2019'''

==Overview==
Watch this video to get a general overview of the new features in this release.

coming soon...
<!--{{#ev:youtube|jfzDUPZxLZA}}-->

''To watch this video in full screen, please click on the '''full screen''' button on the bottom right.''

==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:

===Major Updates===
====Change to Upgrade Schedule====
Starting in 2020, we'll be changing our upgrade cycle to a 4-month release cycle. Instead of 4 upgrades a year, we'll be producing 3 upgrades a year. The reason for this is to be able to produce more polished, as well as larger functional enhancements.  The 3-month cycle was limiting our ability to develop some of our larger features in a more comprehensive manner. Lengthening the release cycle will allow us to produce some bigger, meaner features, so stay tuned for these starting in 2020!

====Deprecation of Classic Interface====
It's time to step boldly into the future. With this upgrade we've deprecated our Classic interface. If you haven't yet made the switch to Arcadia interface, your system will automatically be converted to using the Arcadia interface after this. This is to ensure the best user experience for all of our clients, and their communities, not only with a modern interface but also with the rich set of features that we're able to offer through the Arcadia interface that wasn't possible in Classic. Note, your system interface will change if it currently looks similar to the Classic Interface example below, and after this upgrade it will be updated to look like the Arcadia example instead.
<!--92714 - deprecate classic-->

[[File:2019-11-ticket-92714-classic-UI-800.png|thumb|none|800px|Example of Classic administrator interface that will be automatically converted into the below Arcadia interface.]]
[[File:2019-11-ticket-92714-arcadia-UI-800.png|thumb|none|800px|Example Arcadia interface.]]

====Deprecate Decimal and Integer Number Formats from Question Set Builder Field====
Deprecated the number Format options of Decimal, and Integer from fields used in the Question Set Builder custom field. Note that this only applies to the Question Set Builder custom field, and only in the case where you have created questions that use these format options. This change was made to align the configuration of these fields more consistently with our other custom field settings for Number Precision. Note that if you have any questions current configured in a Question Set Builder configured for the deprecated format options above, they will just be converted to the value of None after this upgrade. You will have to update the fields manually and set the Number Precision if needed.
<!--93305 - Deprecate Decimal and Integer format type from question set builder-->

====Change to CAPTCHA Bypass Setting====
Change to the CAPTCHA bypass function previously used to disable CAPTCHA functionality for users by country. Instead we've re-introduced an older CAPTCHA feature of ours that will apply a simple CATPCHA test that is verified locally on the server instead of reaching out to our Google reCAPTCHA integration that was being blocked by some countries. Instead of outright disabling CAPTCHA functionality for a country, this setting will now instead supply users in selected countries with a SmartSimple CAPTCHA in order to always present some challenge to malicious automation out there.
<!--71605 - Ref to ticket 71008 - Captcha Response Error upon completing the registration, please enhance.-->

====New Ability to Attach Multiple Filters to a List View====
New ability to attach multiple filters to a single list view. You may now build complex list filters by combining multiple simple list filters. When assigning multiple filters to a list view, the results of each individual filter are returned and then combined together to render the list. In other words, the resulting list will contain records that satisfy any single one of the attached filters.
<!--91407 - Ability to add multiple filters to one list view-->

====Expanded Field Search to List View Configuration====
Expanded the ability to search for fields to the list view configuration screen. Now when editing a list view, you can easily search for specific fields that you're looking for, similar to the functionality in the report builder.
<!--89682 - list view column custom field search-->
[[File:2019-11-ticket-89682-1.png|thumb|none|500px|In the list view builder you can use the new field search to find the desired fields.]]

====Expanded Edit List View Icon to More Areas====
Expanded the availability of the edit list view icon to more areas. We've now extended the ability to easily configure the list view that you currently have open to most of the list view areas in the system including lists on contact records, organization records, and UTA consumer/provider lists.
<!--87475 - Navigate to List view Editor/Settings via Consumer Provider/L2/Contact Lists-->

====Enhanced Search Panel Function====
Enhanced the search panel area for list view sections in portals. This search panel is an easy way for you to provide a simple search filter for your end users to use, by predefining a set of criteria that they're able to filter on. Within the configuration of a portal section of type list view, simply enable the Search Panel option, and then select which columns of the list view you want to allow end users to filter on.
<!--93189 - revised Arcadia portal search (engage)-->
[[File:2019-11-ticket-93189-1.png|thumb|none|500px|Enhanced portal search where you can define what columns you want your portal users to be able to filter on.]]

====New View of Workflow Connectivity Configurations====
New settings screen that lists workflow connectivity to help you to trace through complex workflow processes. In the configuration screen of a workflow, we've introduced a new menu tab called Workflow Connections that will allow you to see other workflows that trigger, or are triggered by the workflow you're viewing. Also, when you are editing a workflow task that triggers another workflow, we've introduced a link for you to review the workflow that you're linking to.
<!--87846 - Workflow settings page enhancements-->
[[File:2019-11-ticket-87846-1.png|thumb|none|500px|The new Workflow Connections tab in the left navigation to shows connectors and tasks.]]

====New Ability to Test Report Exports and Autoloader Imports====
New ability to test report exports and autoloader imports on the fly now. We've introduced a Test Now button on the scheduling screen for report exports and autoloader imports for you to manually kick off a test.
<!--92533 - Add testing buttons for import/export functions-->

====Enabled Change History for Reports====
Enabled change history functionality for reports. You can now see detailed change history for your reports and also even revert changes to a previous version! Note that changes to reports will only begin to be logged after the upgrade and you will not see previous changes made before.
<!--88002 - Track changes on Reports-->

====Enabled Audit History for UTA Security Matrix====
Enabled audit history for UTA security matrix. The system will now log changes made to the UTA security matrix.
<!--54550 - UTA security matrix audit history-->

===Minor Updates===
====Update to SmartCheck Error Message====
Updated the standard message for a failed SmartCheck validation from "please correct the following errors" instead to "submission failed due to the following". This was done to avoid confusion in situations where the failed submission logic should not actually be corrected, such as an eligibility form, where suggesting to correct the failed criteria would invite perjury.
<!--61778 - Smartcheck Message Info 'please correct the following errors'-->

====Enhanced Tab Bar Mode Feature====
Enhanced the Tab Bar feature and extended it to more areas. You can now enable Tab Bar mode from the portal, where previously it was restricted to admin user views only. Also added the ability to re-order your tabs, as well as to use the various split-screen features such as list view split-screens, and map panels. We've also updated the modal window functionality from covering the entire screen instead to just covering the main application window when using the Tab Bar feature. This will allow you to more easily work with multiple tabs and switch between them.
<!--92385 - Tab Bar phase 2-->
<!--92260 - New version of modal window-->

====Updated Icon Library====
Updated the library of available icons, for use in places like portal shortcuts. This will grant you more variety in the available icons you can choose from, as well as different styles of icons.
<!--92817 - Font Awesome-->

====Added Ability to Show All Records in Portal List View====
Added the ability to show all records in a portal list view now. Previously in the portal view, list views were limited in the number of records they could display at a time.
<!--89913 - Allow showing all records on portal list view sections-->

====Updated Settings Terminology of Data Categorization Feature====
Updated some of the terminology and field labels for the settings of the Data Categorization functionality to improve clarity around the feature. In the Global Settings, Security menu, the previous Data Categorizations and Policies link has been moved down to a new section labelled Data Management Policies, and Data Categories has been re-labelled to Field Sets. These changes were made to have access to this feature more apparent and intuitive.
<!--75526 - Data Categorization and Policies Refresh-->

====Updated Icon for Configuration of Translation Text====
Updated the icon for the configuration of custom translation text within settings pages. Previously this was an icon beside the text boxes that could be translated, such as caption label, however, this functionality has now been moved up to the top of configurations screen with a new icon. This change was made to have access to text translations more consistent and easily available to administrators.
<!--85366 - Translations button-->

====Added Baseline Language Translations for Japanese====
New language supported by default. We have introduced default baseline system translations now in Japanese.
<!--84747 - Language Support-->

====Simplified Report Builder joins for Audit Logs====
Updated the report builder to simplify the inclusion of Standard and Custom Field Audit Log record sets. Now when you add one of these record sets, the link field option will also show specific fields that you can link on in order to limit your report of field history to specific fields.
<!--89857 - Put restrictions on Report Builder joins-->

====Enhanced Reporting of Privacy and Security Policy Agreements====
Enhanced the Privacy and Security Policy agreements to now capture the policy version, as well as expose the information to be exportable via Reports. You can now build a report to export the information of user acceptance of your policy agreements.
<!--90774 - Exportable Policy Acceptance Info-->

====Enabled Additional Logging of Emulation Users in Field Change History====
Enabled logging of emulation users for field change history. If a user is emulating another user, the original user will also be logged in the field change history to indicate that the target user was being emulated by another at the time. When viewing field changes, a new Emulated By column has been added to indicate this.
<!--91018 - Emulation Feature - Field History-->

====Enhanced Association Entry Interface====
Enhanced the new association entry view for ease of use. Added the ability to select and drag multiple rows. Also, extended the new association entry interface to custom fields of type Linked Record List. If you're using the new association entry interface, this will also now be applied to custom fields that display association lists as well. This will be applied to your system if in Global Settings -> Classic Options -> you have untoggled Use Classic Association Entry View in order to try out the new interface.
<!--92712 - association entry interface new icon and row clickable-->
<!--92708 - linked record list to use the new association entry interface-->

==On-Demand System Upgrades==
The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:

===Major Updates===
====Added Options for Configuring Minimum and Maximum Selection Requirement for Lookup - Autocomplete Custom Fields====
Added options for the configuration of Lookup - Autocomplete custom field types to allow you to easily configure a minimum requirement, as well as maximum limit on options for users to select.
<!--70483 - SmartCheck Validation for Lookup - Autocomplete Options Multi-Select-->

====New Option for Update Behaviour with Organization Signups for Matching Organizations====
New update behaviour option for organization sign up pages introduced that when used will allow new registrants the ability to select existing organizations to sign up under. This new option will automatically create a new organization when no matches are found, but will alternatively display matching organizations when found and allow users the ability to select which to create their user account underneath.
<!--84626 - Organization lookup: partial matching-->

====New Option for Organization and User Signups to Apply SmartCheck Validation====
New ability to assign a SmartCheck validation to a signup page. While the signup page would apply field level validations, you may now also apply SmartCheck Validations to configure more complex validation requirements.
<!--94388 - SmartCheck Validation available on sign up page-->

====New Location Proximity Searching====
New ability for list views with the map panel enabled to filter and sort records based on location proximity. Now available for UTA Level 1, users, and companies list views. This will allow users to list records in order of proximity to the user's choice of their current location, an address search, or simply pointing on the map.
<!--84636 - Ability to sort list view by geographic location proximity to user-->

===Minor Updates===
====Expanded Quick Assign for use in Portal Sections====
Expanded the Quick Assign feature to be available for portal sections now. Previously, this was limited to just the full UTA view, but we've now made it available for portal sections so you can provide it to your end users with limited portal views.
<!--92641 - quick assign in portals-->

====Added Option for Workflow Connector to Exclude by Record Status and Type====
Added an option to add a status and type exclusion list for workflow connectors. Previously, there was only an inclusion option for status and types, but now you can choose either or to simplify your configuration.
<!--90250 - Workflow Connectors - Update to Select Exclude Statuses and Types-->

====Added Option to Show Record Count for Mixed Record Type List Views in Portal====
Added the Show Record Count option for portal sections of type List View - Mixed Record Type.
<!--88301 - Listview - Mixed Record Type-->

====Added Ability to Restrict Availability of Invitation Templates====
Added ability to restrict the availability of Invitation templates of the Invitations feature to certain user roles. Visibility Condition settings have been added for Invitation templates to allow you to limit their use.
<!--90806 - More granular permissions & availability settings on Invitations functionality-->

====Added Additional Expiry Options for Privacy and Security Policy Agreements====
Added an option to enforce that your end users accept your Privacy and Security policies on a daily or weekly basis. Previously, the shortest available option to you was monthly.
<!--65906 - Add Daily Option to Privacy and Security Policy Agreement Frequency-->

====New Ability to Manifest UTA Level 3 Tabs====
New ability to manifest UTA Level 3 list views as tabs now.
<!--90291 - Manifest tab for L3 list views-->

==Beta Previews==
No features are available for beta preview this upgrade.

==Notes for Admins==
====New Ability to Search within History and Pending Workflow Tasks====
New ability to perform searches within the workflow task history/pending queue lists. You can now search, filter, and sort on the workflow task queue to better trace the automated workflow processes being triggered in your system.
<!--87394 - Workflow history-->

====Added Option for use of Private Key File for Authentication of Report Exports====
Added option to use private key file for use in authentication of report exports. You may now upload a private key file for use in report exports to external sites such as SFTP sites.
<!--90252 - Scheduled Export from a report - enhancement to use key file as credentials for sftp-->

====Expanded Variable Processor to Maximum Word/Character Setting of Custom Field====
Enhanced the maximum word/character setting of a custom field to run through the variable processor. You can now make the maximum word/character limits of your custom fields dynamic and dependent upon the value of another field.
<!--85056 - Use variable syntax for maximum word/character count for an input text field-->

====Added Option to Restrict Dynamic Content Enabled Custom Field to List Only Parent Associated Objects====
Added an option for selection-type custom fields with dynamic content enabled to restrict the list of dynamic content to related child records. For example, a multi-select custom field on a UTA Level 1, with the dynamic content option enabled will have an additional setting Enforce Parent Restriction available to you now. Enabling this setting will restrict the list of Level 2 records to only the child Level 2s under the Level 1 record the user is on.
<!--91318 - Restrict Objects to Parent - Dynamic Content-->

====Expanded Variable Processor to Records Linked via Linked Record Custom Field====
Added the ability to reference field values from another record linked through a selection-type custom fields with dynamic content. You'll be able to use the following variable syntax to reference an object linked to one of these fields:
 @linked.''linkfield''.''recordfield''@
 @linked.''linkfield''[#~''recordstandardfield''~ $''recordcustomfield''$#]@

e.g. @linked.EmergencyContact.cellphone@
given that EmergencyContact is a Linked Record custom field of type contact, and cellphone is a cellphone custom field belonging to the contact.
<!--91321 - Variable Syntax for Linked Records - Dynamic Content-->