8,849
edits
Changes
Created page with 'Watch this video to get a '''general overview''' of the new features in our August 2013 upgrade. {{#ev:youtube|6V6m1HwL0WU}} ''To watch these videos full screen, click on the …'
Watch this video to get a '''general overview''' of the new features in our August 2013 upgrade.
{{#ev:youtube|6V6m1HwL0WU}}
''To watch these videos full screen, click on the YouTube link''
==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 your server:
===Multiple User-Selected Recipients for Workflow Messages===
System administrators can configure [[workflow]] tasks to prompt the user that triggers the workflow to choose the recipient of a workflow-generated email message. With this enhancement, the user can choose multiple recipients of the workflow-generated email message. See [[Selecting Recipients in an Acknowledgment Workflow]] for further information.
<!-- 15849 - Workflow routing: let user select many recipients-->
===Enhancements to Notes Functionality===
* [[Notes]] can now be added to the configuration pages for [[Templates]], [[Types]], [[Status]]es and [[Custom Fields]]. This will allow system administrators to keep track of changes to their system configuration.
<!--22531 - Add NOTES linkage to Templates, Types and Custom Fields-->
* [[Notes]] are also now available for viewing and editing when a record is in [[Edit mode]].
<!--22587 - Notes on Edit Mode-->
==On-Demand System Upgrades==
The following features are also available immediately with the application of the upgrade, but must first be enabled by a System Administrator:
===Bypass Validation Option on Submit Buttons===
System Administrators can create submit buttons for records which move the records to a different [[status]] and trigger the field [[validation]] and [[Submit Logic|submit logic]] on that record. A new setting has been added, labelled "Bypass Validation," that will allow the user to move a record to a different status without triggering the field validation. System Administrators will now be able to allow users to change a record back to "Draft" status, for example, without having to fill out all the mandatory fields on a record.
<!--19637 - Submit button option to bypass validation-->
===Subreports can be Linked using Column Values in Main Report===
When creating a subreport, system administrators can now specify that the reports should be linked using values from a column of the parent report. This allows for a greater flexibility in creating sub-reports, as administrators are no longer limited to using standard fields to link main reports and subreports, and can now specify a custom field.
<!--18937 - Reporting: Pass column value into sub-report criteria-->
===Transaction List Views===
[[List Views]] can now be defined for [[transactions]] to match the list view functionality for other system objects.
<!--20205 - Transactions - List Views-->
===Email Template Categories===
When creating an email template, a new feature, "Categories" has been added. You can select one of the following options:
* General – ''Email Template will be available in all contexts''
* UTA Level 1 – ''Email Template will only be available when sending an email from a [[UTA]] {{l1}}''
* UTA Level 2 & 3 – ''Email Template will only be available when sending an email from a [[UTA]] {{l2}} or {{l3}}''
* Contact – ''Email Template will only be available when sending an email from a contact record''
<!--20088 - Email Templates-->
===Portal Design Enhancements===
When designing a [[Creating a Portal Interface|portal interface]], system administrators can choose SmartSimple's "Classic" style with a left navigation bar and shortcut icons, or choose the new "Contemporary" portal design style. Web designers can create custom HTML to customize the "Contemporary" portal design to match the look and feel of your organization's website. A new section has been added to the Portal Design page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and [[System Variables|system variables]] above the user's portal.
<!--21857 - New Portal Design-->
===Hide Notification of Locked Record===
A new setting has been added to the [[Global Settings]] page labeled "Hide record lock from user who has the record locked." When enabled, this setting will prevent the system from displaying the message notifying a user that they have checked out a record for editing purposes. See [[Record Lock]] for further information.
{{#ev:youtube|6V6m1HwL0WU}}
''To watch these videos full screen, click on the YouTube link''
==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 your server:
===Multiple User-Selected Recipients for Workflow Messages===
System administrators can configure [[workflow]] tasks to prompt the user that triggers the workflow to choose the recipient of a workflow-generated email message. With this enhancement, the user can choose multiple recipients of the workflow-generated email message. See [[Selecting Recipients in an Acknowledgment Workflow]] for further information.
<!-- 15849 - Workflow routing: let user select many recipients-->
===Enhancements to Notes Functionality===
* [[Notes]] can now be added to the configuration pages for [[Templates]], [[Types]], [[Status]]es and [[Custom Fields]]. This will allow system administrators to keep track of changes to their system configuration.
<!--22531 - Add NOTES linkage to Templates, Types and Custom Fields-->
* [[Notes]] are also now available for viewing and editing when a record is in [[Edit mode]].
<!--22587 - Notes on Edit Mode-->
==On-Demand System Upgrades==
The following features are also available immediately with the application of the upgrade, but must first be enabled by a System Administrator:
===Bypass Validation Option on Submit Buttons===
System Administrators can create submit buttons for records which move the records to a different [[status]] and trigger the field [[validation]] and [[Submit Logic|submit logic]] on that record. A new setting has been added, labelled "Bypass Validation," that will allow the user to move a record to a different status without triggering the field validation. System Administrators will now be able to allow users to change a record back to "Draft" status, for example, without having to fill out all the mandatory fields on a record.
<!--19637 - Submit button option to bypass validation-->
===Subreports can be Linked using Column Values in Main Report===
When creating a subreport, system administrators can now specify that the reports should be linked using values from a column of the parent report. This allows for a greater flexibility in creating sub-reports, as administrators are no longer limited to using standard fields to link main reports and subreports, and can now specify a custom field.
<!--18937 - Reporting: Pass column value into sub-report criteria-->
===Transaction List Views===
[[List Views]] can now be defined for [[transactions]] to match the list view functionality for other system objects.
<!--20205 - Transactions - List Views-->
===Email Template Categories===
When creating an email template, a new feature, "Categories" has been added. You can select one of the following options:
* General – ''Email Template will be available in all contexts''
* UTA Level 1 – ''Email Template will only be available when sending an email from a [[UTA]] {{l1}}''
* UTA Level 2 & 3 – ''Email Template will only be available when sending an email from a [[UTA]] {{l2}} or {{l3}}''
* Contact – ''Email Template will only be available when sending an email from a contact record''
<!--20088 - Email Templates-->
===Portal Design Enhancements===
When designing a [[Creating a Portal Interface|portal interface]], system administrators can choose SmartSimple's "Classic" style with a left navigation bar and shortcut icons, or choose the new "Contemporary" portal design style. Web designers can create custom HTML to customize the "Contemporary" portal design to match the look and feel of your organization's website. A new section has been added to the Portal Design page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and [[System Variables|system variables]] above the user's portal.
<!--21857 - New Portal Design-->
===Hide Notification of Locked Record===
A new setting has been added to the [[Global Settings]] page labeled "Hide record lock from user who has the record locked." When enabled, this setting will prevent the system from displaying the message notifying a user that they have checked out a record for editing purposes. See [[Record Lock]] for further information.
