Difference between revisions of "Template:July2015Upgrade"
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===New. Interactive Report view=== | ===New. Interactive Report view=== | ||
* The Interactive View for reports is a new engine for rendering reports and allows the end user to modify the grouping, criteria, and aggregate the report results on the fly. This allows you to use a single report template but allow users to run different metrics on the data on demand all within their browser. Users may also save their interactive views to easily display and switch between interactive views. | * The Interactive View for reports is a new engine for rendering reports and allows the end user to modify the grouping, criteria, and aggregate the report results on the fly. This allows you to use a single report template but allow users to run different metrics on the data on demand all within their browser. Users may also save their interactive views to easily display and switch between interactive views. | ||
| − | [[Interactive Report View - Why?|Why?]] | + | [[Interactive Report View - Why?|Why?]] [[Interactive Report View|How]] |
| Line 16: | Line 16: | ||
===New. Allocation Chart=== | ===New. Allocation Chart=== | ||
* The Allocation chart is available for Budget Allocation UTAs to show you a graphic of the distribution of your funds. The funds to be viewed can be controlled via selection of the items in your list view search similar to batch update. | * The Allocation chart is available for Budget Allocation UTAs to show you a graphic of the distribution of your funds. The funds to be viewed can be controlled via selection of the items in your list view search similar to batch update. | ||
| − | [[File:Allocation chart 952 555.png|Allocation Chart]] | + | [[Allocation Chart - Why?|Why?]] [[Allocation Chart|How]]<br /> |
| + | [[File:Allocation chart 952 555.png|Allocation Chart|800px]] | ||
<!-- 38762 - Allocation Chart --> | <!-- 38762 - Allocation Chart --> | ||
===Updated. External Service Lookup Now Enforced During Sign Up=== | ===Updated. External Service Lookup Now Enforced During Sign Up=== | ||
| − | * Integrated signup pages (i.e IRS/CRA lookup pages) to have the company information fields set to read-only so that registrants can't change the information from what is listed and extracted from the external sources | + | |
| + | |||
| + | |||
| + | * Integrated signup pages (i.e IRS/CRA lookup pages) to have the company information fields set to read-only so that registrants can't change the information from what is listed and extracted from the external sources | ||
| + | [[External Service Lookup Now Enforced During Sign Up - Why?|Why?]] | ||
| + | <!-- 34993 - IRS search button with hidden form --> | ||
===Updated. Custom Field Page Layout=== | ===Updated. Custom Field Page Layout=== | ||
| − | * Updated the layout of the custom field edit page in line with the Arcadia framework for look and feel, and greater usability. The options have also been re-organized for greater ease of use.<!-- 38254 - Custom Field Page --> | + | * Updated the layout of the custom field edit page in line with the Arcadia framework for look and feel, and greater usability. The options have also been re-organized for greater ease of use. |
| + | [[Custom Field Page Layout - Why|Why?]] | ||
| + | <!-- 38254 - Custom Field Page --> | ||
===Updated. Workflow Configuration Interface=== | ===Updated. Workflow Configuration Interface=== | ||
| − | * Updated the layout of the workflow list and configuration pages in line with the Arcadia framework for look and feel, and greater usability. Also introduced a new list view for all workflow tasks to be able to easily see all tasks from all workflows.<!--30820 - View All Email Workflows --> | + | * Updated the layout of the workflow list and configuration pages in line with the Arcadia framework for look and feel, and greater usability. Also introduced a new list view for all workflow tasks to be able to easily see all tasks from all workflows. |
| + | [[Updated. Workflow Configuration Interface - Why?|Why?]] | ||
| + | <!--30820 - View All Email Workflows --> | ||
===Updated. SmartFolder Interface=== | ===Updated. SmartFolder Interface=== | ||
| − | * Updated the layout of the SmartFolder pages in line with the Arcadia framework for look and feel, and greater usability.<!--38027 - Merge Smart folder pages --> | + | * Updated the layout of the SmartFolder pages in line with the Arcadia framework for look and feel, and greater usability. |
| + | [[Updated. SmartFolder Interface - Why?|Why?]] | ||
| + | <!--38027 - Merge Smart folder pages --> | ||
===Updated. Login Messaging=== | ===Updated. Login Messaging=== | ||
| − | * Updated the messaging for incorrect logins and password resets to be consistent. Also removed the ability to customize the account lockout message when a user has locked their account after a number of failed logins.<!--39192 - Netcraft V16 V17 V19 V21 user role permission and divulging login information --> | + | * Updated the messaging for incorrect logins and password resets to be consistent. Also removed the ability to customize the account lockout message when a user has locked their account after a number of failed logins. |
| + | [[Updated Login Messaging - Why?|Why?]] | ||
| + | <!--39192 - Netcraft V16 V17 V19 V21 user role permission and divulging login information --> | ||
===Updated. File Download Behaviour=== | ===Updated. File Download Behaviour=== | ||
| − | * Updated the behaviour of files within SmartSimple to not open directly in the browser for security reasons. When clicking the link to uploaded files, your browser will instead prompt you to download the file instead of serving it directly.<!--39150 - Netcraft V25 file fields should download to users and not be served directly --> | + | * Updated the behaviour of files within SmartSimple to not open directly in the browser for security reasons. When clicking the link to uploaded files, your browser will instead prompt you to download the file instead of serving it directly. |
| + | [[Updated. File Download Behaviour - Why?|Why?]] | ||
| + | <!--39150 - Netcraft V25 file fields should download to users and not be served directly --> | ||
==On-Demand System Upgrades== | ==On-Demand System Upgrades== | ||
| Line 41: | Line 57: | ||
===Enhanced. Conditional Versioning=== | ===Enhanced. Conditional Versioning=== | ||
| − | * Enhanced SmartVersioning to allow the conditional assignment of field versions to objects dynamically as you create them. Previously the system only allowed for one active version at a time that applied to all new objects. Now you can effectively have multiple active versions and dynamically assign them to create different types and classes of objects (i.e. you can have multiple versions of a grant application depending on the region of the individual applying).<!--39025 - Conditional Versioning --> | + | * Enhanced SmartVersioning to allow the conditional assignment of field versions to objects dynamically as you create them. Previously the system only allowed for one active version at a time that applied to all new objects. Now you can effectively have multiple active versions and dynamically assign them to create different types and classes of objects (i.e. you can have multiple versions of a grant application depending on the region of the individual applying). |
| + | [[Versioning - Why?|Why?]] | ||
| + | <!--39025 - Conditional Versioning --> | ||
===Enhanced. Customize SmartFields=== | ===Enhanced. Customize SmartFields=== | ||
| − | * Enhanced the SmartFields functionality with the variable processor to allow you to customize a view of a subset of the fields generated by the regular SmartFields function. This acts as a filtered and limited view of the standard SmartFields for you to create a variety of forms for different purposes.<!--25612 - Customize SmartFields --> | + | * Enhanced the SmartFields functionality with the variable processor to allow you to customize a view of a subset of the fields generated by the regular SmartFields function. This acts as a filtered and limited view of the standard SmartFields for you to create a variety of forms for different purposes. |
| + | [[Customize SmartFields - Why?|Why?]] | ||
| + | <!--25612 - Customize SmartFields --> | ||
===Enhanced. Organization Sign Up With New Update Option=== | ===Enhanced. Organization Sign Up With New Update Option=== | ||
| − | * Enhanced the company signup pages with the ability to match but not update existing companies if found. This can be used during user registration to sign up users to an existing company by matching the company but not allowing the registrant the ability to update the company details.<!--33341 - Set Org SignUp page to KEEP EXISTING --> | + | * Enhanced the company signup pages with the ability to match but not update existing companies if found. This can be used during user registration to sign up users to an existing company by matching the company but not allowing the registrant the ability to update the company details. |
| + | [[Organization Sign Up With New Update Option - Why?|Why?]] | ||
| + | <!--33341 - Set Org SignUp page to KEEP EXISTING --> | ||
===Enhanced. XML - Data Field With Ability to Shift Rows=== | ===Enhanced. XML - Data Field With Ability to Shift Rows=== | ||
| − | * Enhanced the XML data field type with ability to shift rows up and down as well as updated icons for add and remove row buttons to be more intuitive.<!--37573 - XML - add the ability for the user to move rows up and down plus change delete and add buttons into icons --> | + | * Enhanced the XML data field type with ability to shift rows up and down as well as updated icons for add and remove row buttons to be more intuitive. |
| + | [[XML - Data Field With Ability to Shift Rows - Why?|Why]] | ||
| + | <!--37573 - XML - add the ability for the user to move rows up and down plus change delete and add buttons into icons --> | ||
===Enhanced. Arcadia X Interface With Customizable Header Menus=== | ===Enhanced. Arcadia X Interface With Customizable Header Menus=== | ||
| − | * Enhanced Arcadia X interface to allow the ability to customize the portal header links (i.e. the options under your name menu), and ability to customize the styling of header row of tables and lists for improved look and feel and user experience.<!--37615, 37619, 37625, --> | + | * Enhanced Arcadia X interface to allow the ability to customize the portal header links (i.e. the options under your name menu), and ability to customize the styling of header row of tables and lists for improved look and feel and user experience. |
| + | [[Arcadia X Interface With Customizable Header Menus - Why?|Why?]] | ||
| + | <!--37615, 37619, 37625, --> | ||
==Beta Preview== | ==Beta Preview== | ||
| Line 59: | Line 85: | ||
===Company and User Security Matrix=== | ===Company and User Security Matrix=== | ||
| − | * New security matrix for company and user permissions introduced. This will centralize and simplify the current configuration methodology of user access and permissions towards company and user profiles.<!--22593 - Company and User Security Matrix --> | + | * New security matrix for company and user permissions introduced. This will centralize and simplify the current configuration methodology of user access and permissions towards company and user profiles. |
| + | [[Company and User Security Matrix - Why?|Why?]] | [[Company and User Security Matrix|How]] | ||
| + | <!--22593 - Company and User Security Matrix --> | ||
Latest revision as of 10:40, 30 March 2016
Watch this video to get a general overview of the new features in our July 2015 upgrade.
Contents
- 1 Global System Upgrades
- 1.1 New. Interactive Report view
- 1.2 New. Allocation Chart
- 1.3 Updated. External Service Lookup Now Enforced During Sign Up
- 1.4 Updated. Custom Field Page Layout
- 1.5 Updated. Workflow Configuration Interface
- 1.6 Updated. SmartFolder Interface
- 1.7 Updated. Login Messaging
- 1.8 Updated. File Download Behaviour
- 2 On-Demand System Upgrades
- 3 Beta Preview
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:
New. Interactive Report view
- The Interactive View for reports is a new engine for rendering reports and allows the end user to modify the grouping, criteria, and aggregate the report results on the fly. This allows you to use a single report template but allow users to run different metrics on the data on demand all within their browser. Users may also save their interactive views to easily display and switch between interactive views.
New. Allocation Chart
- The Allocation chart is available for Budget Allocation UTAs to show you a graphic of the distribution of your funds. The funds to be viewed can be controlled via selection of the items in your list view search similar to batch update.
Updated. External Service Lookup Now Enforced During Sign Up
- Integrated signup pages (i.e IRS/CRA lookup pages) to have the company information fields set to read-only so that registrants can't change the information from what is listed and extracted from the external sources
Updated. Custom Field Page Layout
- Updated the layout of the custom field edit page in line with the Arcadia framework for look and feel, and greater usability. The options have also been re-organized for greater ease of use.
Updated. Workflow Configuration Interface
- Updated the layout of the workflow list and configuration pages in line with the Arcadia framework for look and feel, and greater usability. Also introduced a new list view for all workflow tasks to be able to easily see all tasks from all workflows.
Updated. SmartFolder Interface
- Updated the layout of the SmartFolder pages in line with the Arcadia framework for look and feel, and greater usability.
Updated. Login Messaging
- Updated the messaging for incorrect logins and password resets to be consistent. Also removed the ability to customize the account lockout message when a user has locked their account after a number of failed logins.
Updated. File Download Behaviour
- Updated the behaviour of files within SmartSimple to not open directly in the browser for security reasons. When clicking the link to uploaded files, your browser will instead prompt you to download the file instead of serving it directly.
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:
Enhanced. Conditional Versioning
- Enhanced SmartVersioning to allow the conditional assignment of field versions to objects dynamically as you create them. Previously the system only allowed for one active version at a time that applied to all new objects. Now you can effectively have multiple active versions and dynamically assign them to create different types and classes of objects (i.e. you can have multiple versions of a grant application depending on the region of the individual applying).
Enhanced. Customize SmartFields
- Enhanced the SmartFields functionality with the variable processor to allow you to customize a view of a subset of the fields generated by the regular SmartFields function. This acts as a filtered and limited view of the standard SmartFields for you to create a variety of forms for different purposes.
Enhanced. Organization Sign Up With New Update Option
- Enhanced the company signup pages with the ability to match but not update existing companies if found. This can be used during user registration to sign up users to an existing company by matching the company but not allowing the registrant the ability to update the company details.
Enhanced. XML - Data Field With Ability to Shift Rows
- Enhanced the XML data field type with ability to shift rows up and down as well as updated icons for add and remove row buttons to be more intuitive.
Enhanced. Arcadia X Interface With Customizable Header Menus
- Enhanced Arcadia X interface to allow the ability to customize the portal header links (i.e. the options under your name menu), and ability to customize the styling of header row of tables and lists for improved look and feel and user experience.
Beta Preview
This feature is available for beta preview. For a sneak peek, please contact your SmartSimple administrator for more information.
Company and User Security Matrix
- New security matrix for company and user permissions introduced. This will centralize and simplify the current configuration methodology of user access and permissions towards company and user profiles.
