Difference between revisions of "Template:May2014Upgrade"

Revision as of 12:03, 5 May 2014

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 May 2014 upgrade to your server:

Updated Icon Styles for Mobile Devices

• New sets of icons are avaiable to personalize the user portals.
• Users on mobile devices will be automatically detected and their portal interface optimized for mobile useablility.

Recent Searches

• The system will now store a user's last five sets of search criteria, making it easier to switch between lists of records.
• Select the dropdown under the "Apply Filter" heading of the Basic Search panel, or the "Saved Filter" heading of the Advanced Search panel, to see a list of the last five searches performed, under the heading "Last Searches."

Intruder Alert Emails

• We've enhanced the feature that sends emails to alert system administrators of unauthorized login attempts. Now multiple recipients can be specified to receive intruder alert emails.

Update to Advanced Searching on Dates

• When using date fields as search criteria in Advanced Search, users can now easily specify whether they want records from "Last Year" or "This Year."

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:

Arcadia X Interface

• A expedited method of building custom user interfaces is available.
• Arcadia X allows System Administrators to quickly build custom hyperlinks on role-based portals, and to set up the user interface to include shortcuts on various tabs.

List View Improvements

• List views can now be built so that the entire row is clickable, allowing an easier user experience for accessing individual records.
• As well, list views can be configured to be pre-filtered, so that switching to a list view applies the filter and initially shows only the relevant records.

Report Builder Enhancements

• The Report Builder has been enhanced to calculate sub-grouping aggregates and totalling.
• System Administrators will find that this allows them to circumvent the need to build subreports and build summary reports on their data more quickly.

XML Field Enhancement

• Upgraded the XML Data custom field type to be able to create, edit or delete Level 2 records on the fly.

New Functionality for Save / Save Draft buttons

• System administrators can now add visibility conditions and Submit Logic to the Save and Save Draft buttons on records.
• This will allow using server-side validation when records are Saved or Saved in Draft, and also allow conditions on whether or not the buttons are visible to users.

Enhancements to Copying Records

• The permissions for copying records have been enhanced.
• System administrators can define, by role, the permissions for parts of a record that will be copied.
• The user interface for the Copy Record page is also simplified.

Enhancement to PDF Writer

• Web Page Views can now be configured to specify the filename for a PDF file generated from that Web Page View.

Enhancement to User Lockout Functionality

• System administrators can now define a custom message to display to users when a user is locked out due to too many failed login attempts.
• This message will only display when a user has been locked out, and attempts to log in again with the correct password. Therefore, no information will be divulged to users that fail their login.