Difference between revisions of "Template:April2016Upgrade"
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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: | ||
| − | === | + | ===Visual Enhancements for Arcadia Tabs and Captions=== |
| − | + | Updated the style of Arcadia tabs and captions for improved look and feel. These include tab accent colors and additional white space between tabs.<br /> | |
| − | :* [[ | + | :* [[Visual Enhancements for Arcadia Tabs and Captions (Apr 2016) - Why?|Why?]] |
| − | <!-- | + | <!-- 46437 - Arcadia Tabs are boring and grey --> |
| + | <!--45946 - Arcadia Caption--> | ||
| − | === | + | ===Enhanced Dynamic List View Filtering=== |
List views and search filters have been enhanced with the ability to dynamically filter lists based upon the current user. This allows the creation of a single list view that shows the current user all records they are associated to in a specific role. | List views and search filters have been enhanced with the ability to dynamically filter lists based upon the current user. This allows the creation of a single list view that shows the current user all records they are associated to in a specific role. | ||
<!--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@--> | <!--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@--> | ||
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<!-- 42404 - Dynamic List View Filtering --> | <!-- 42404 - Dynamic List View Filtering --> | ||
| − | === | + | ===Enhanced Level 1 List Views With Ability to Search Organization and Contact Fields=== |
| − | + | A past enhancement allowed to display the fields of associated records within a Level 1 list view, this enhancement now allows you the ability to also perform searches on these fields within advanced search. The Advanced Search functionality has now been enhanced to allow you to search the following records on a Level 1:<br /> | |
| − | + | :a) the organization connected to the Level 1<br /> | |
| − | + | :b) the branch connected to the Level 1<br /> | |
| − | < | + | :c) the external person connected to the Level 1<br /> |
| − | :* [[ | + | :d) the internal person connected to the Level 1<br /> |
| − | <!-- | + | :* [[Advanced Search Extended to Organizations, Branches, and External Persons Connected to the Level 1 - Why?|Why?]] | [[How]] |
| + | <!-- 44524 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket--> | ||
| − | === | + | ===Enhanced Level 3 List Views With Ability to Search Level 2 Fields=== |
| − | + | A past enhancement allowed you to display Level 2 fields within a Level 3 list view, this enhancement now allows you the ability to also perform searches on the Level 2 fields within advanced search. This will allow you to create more complex searches and filters. | |
<!-- | <!-- | ||
====Selecting Level 2 Fields from Level 3 Objects==== | ====Selecting Level 2 Fields from Level 3 Objects==== | ||
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<!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) --> | <!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) --> | ||
| − | === | + | ===Updated Reports List Page=== |
| − | + | This enhancement extends the Arcadia list view page-style to the Reports page. This enhancement also adds search functionality. | |
| − | + | <!--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.--> | |
| − | <!-- | + | <!-- [[Image:Search_functionality_on_reports.png|Link=|800px]] --> |
| − | + | :* [[Reports Page Updated With Modern List Style and Search Functionality - Why?|Why?]] | |
| − | + | <!-- 42000 - Search field on the Reports page --> | |
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| − | :* [[ | ||
| − | <!-- | ||
===New Font Weight and Color Settings Added to List View Columns=== | ===New Font Weight and Color Settings Added to List View Columns=== | ||
| − | This enhancement adds the ability to easily select a | + | This enhancement adds the ability to easily select a font color or bold the text values of a column in a list view through the list view settings. |
<!-- [[Image:List_view_font_weight_and_color.png|link=|700px]] --> | <!-- [[Image:List_view_font_weight_and_color.png|link=|700px]] --> | ||
:* [[Font Weight and Color Settings for List View Columns - Why?|Why?]] | [[Bolding Text and Changing Text Color on List View Columns|How]] | :* [[Font Weight and Color Settings for List View Columns - Why?|Why?]] | [[Bolding Text and Changing Text Color on List View Columns|How]] | ||
<!--46372 - Add Font weight and color settings to list columns--> | <!--46372 - Add Font weight and color settings to list columns--> | ||
| − | === | + | ===New Currencies Now Supported in the System=== |
| − | + | 40 new currencies have been added to the list of standard system currencies. | |
| − | :* [[ | + | :* [[New Currencies Now Supported - Why?|Why?]] |
| − | <!-- | + | <!-- 45534 - New Currencies (for Boeing) --> |
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==On-Demand System Upgrades== | ==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: | The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator: | ||
| + | |||
| + | ===New Customizable Privacy and Confidentiality Policies=== | ||
| + | Privacy is a shared responsibility. This enhancement adds the ability for organizations to define their own policies. Separate policies can be created for individual country and language combinations. Also added is a Privacy & Security tab where all policies are managed. The policies will appear on the standard system login page as well as in the header section in user portals. | ||
| + | :* [[Customizable Privacy and Confidentiality Policies - Why?|Why?]] | [[Configuring Privacy, Confidentiality and Other Policies|How]] | ||
| + | <!-- 43930 - Privacy and Confidentiality is a shared responsibility --> | ||
===Enhanced Search and Filter Functionality Added to Provider / Consumer List Views=== | ===Enhanced Search and Filter Functionality Added to Provider / Consumer List Views=== | ||
| − | This feature enhances | + | This feature enhances provider / consumer list views with the ability to search and filter results. When viewing a provider record you can apply a list view filter on the list of consumer records. |
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 44457 - Provider / Consumer List View Filter --> | <!-- 44457 - Provider / Consumer List View Filter --> | ||
| − | ===New | + | ===New Disable User Account After Inactive Period=== |
| − | + | This enhancement enables user accounts to become disabled after a specified period of inactivity. Controlled by the Password Policy settings, an account can become disabled, requiring a password reset to regain access. | |
| − | :* [[ | + | :* [[Disable User Account After Inactive Period - Why?|Why?]] | [[Disable User Account After Inactive Period|How]] |
| − | + | <!-- 42897 - Disable Account (i.e. expire account if unused) --> | |
| − | <!-- | ||
==Beta Previews== | ==Beta Previews== | ||
| − | ===New | + | ===New Field Revision Annotations=== |
| − | Revision Annotations allows you to mark up annotations at the field level and allow edits to be made to specific fields while keeping the rest of the record locked. Flexible security allows you to configure role-based permissions to allow different users the ability to make annotations to fields and others the ability to edit the field value, for example when requiring users to make revisions to their forms. | + | Revision Annotations allows you to mark up field annotations at the field level and allow edits to be made to specific fields while keeping the rest of the record locked. Flexible security allows you to configure role-based permissions to allow different users the ability to make annotations to fields and others the ability to edit the field value, for example when requiring users to make revisions to their forms. |
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<!-- | <!-- | ||
This feature enables organizations who receive applications and forms to add field-level comments for applicants to review and revise. This feature allows organizations to better communicate feedback with applicants by enabling them to add comments to specific fields on submitted applications and forms. This process allows the annotated fields to be editable only. | This feature enables organizations who receive applications and forms to add field-level comments for applicants to review and revise. This feature allows organizations to better communicate feedback with applicants by enabling them to add comments to specific fields on submitted applications and forms. This process allows the annotated fields to be editable only. | ||
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:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 42199 - Revision comments --> | <!-- 42199 - Revision comments --> | ||
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| + | ===New Contact Invitation=== | ||
| + | This new feature introduces the ability to invite contacts to collaborate on a system record through an email invitation. It also allows for the invitation of new contacts that do not currently exist in the system. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. Contacts who are new will be directed to a contact sign-up page where you can then control their registration behaviour. This simplifies the process of inviting contacts to participate in system activities. | ||
| + | :* [[Level 1 Email Invite - Why?|Why?]] - [[How]] | ||
| + | <!-- 46588 - L1 invitation functionality --> | ||
===New Assignment Panels - Phase 1=== | ===New Assignment Panels - Phase 1=== | ||
New Assignment Panels allows you navigate different list views simultaneously and easily search and bulk assign users to records. This first phase is limited to the ability to assign users in one panel to Level 1 records in the other panel but this will be expanded to in the future to allow assignment to and from more record types. | New Assignment Panels allows you navigate different list views simultaneously and easily search and bulk assign users to records. This first phase is limited to the ability to assign users in one panel to Level 1 records in the other panel but this will be expanded to in the future to allow assignment to and from more record types. | ||
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<!-- | <!-- | ||
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The '''Assignment List View''' feature adds the ability to assign many objects to many objects. Now assigning one or many contacts, organizations, and even Level 1s (includes Level 2 and 3 records) to one or more Level 1s is a as simple as point and click. Once fully implemented, this enhancement will enable the assignment of 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. | The '''Assignment List View''' feature adds the ability to assign many objects to many objects. Now assigning one or many contacts, organizations, and even Level 1s (includes Level 2 and 3 records) to one or more Level 1s is a as simple as point and click. Once fully implemented, this enhancement will enable the assignment of 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. | ||
| − | |||
====Configuring the Assignment List View==== | ====Configuring the Assignment List View==== | ||
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<!-- 35842 - Assignment List View --> | <!-- 35842 - Assignment List View --> | ||
| − | + | ===New Create Consumer Records in Batch from Provider=== | |
| − | + | This new feature enables the creation of consumer associated records in batch based on the contacts or companies associated to a provider record. | |
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| − | ===New Create | ||
| − | This new feature enables the creation of consumer associated records in batch based on the contacts or companies associated to | ||
<!-- 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 --> | <!-- 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 --> | ||
:* [[Create Level One Records in Batch from Provider - Why?|Why?]] | [[How]] | :* [[Create Level One Records in Batch from Provider - Why?|Why?]] | [[How]] | ||
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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 Arcadia X Pre-Made Layout Templates=== | |
| − | + | The Arcadia X layout picker enables the point-and-click configuration of different portal layouts using pre-made templates and the choice of Arcadia X themes and backgrounds. Arcadia X layouts built using the layout picker are responsive by default. | |
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| − | ===New | ||
| − | The Arcadia X layout picker enables the point-and-click configuration of portal | ||
<!--All Arcadia X sections built using the layout picker will be formatted for optimal viewing on a wide rage of devices. For novice users and those not familiar with html, the Arcadia X layout picker provides templates with various layouts eliminating the need for technical know-how. --> | <!--All Arcadia X sections built using the layout picker will be formatted for optimal viewing on a wide rage of devices. For novice users and those not familiar with html, the Arcadia X layout picker provides templates with various layouts eliminating the need for technical know-how. --> | ||
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 37891 - Arcadia X Layout picker (template for section creation) --> | <!-- 37891 - Arcadia X Layout picker (template for section creation) --> | ||
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| + | ===New SmartField PDF Page Options=== | ||
| + | This enhancement enables greater control of PDF documents generated from SmartField Views. Easily control page breaks and changes to page orientation within a PDF generated from a SmartField View with field format settings. | ||
| + | <!-- | ||
| + | [[Image:Smartfield_pdf_options.png|link=]]<br /> | ||
| + | [[Image:Smartfield_pdf_options_example.png|link=]] | ||
| + | --> | ||
| + | :* [[Control Page Breaks and Page Orientation With SmartField PDF Options - Why?|Why?]] | [[Control Page Breaks and Page Orientation With SmartField PDF Options|How]] | ||
| + | <!--45228 - Can’t use page break or rotate inside smartfields--> | ||
===New Role Permissions for Submit Buttons=== | ===New Role Permissions for Submit Buttons=== | ||
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<!-- 40243 - Role Permission for Submit button --> | <!-- 40243 - Role Permission for Submit button --> | ||
| − | ===Enhanced Record Lock Feature | + | ===Enhanced Dynamic Control Fields=== |
| − | The Record Lock feature | + | Updated the design of dynamic control custom fields for more consistent and improved behavior. The improvements were achieved through changes to the way Dynamic Control fields are rendered. While subfields are currently repeated multiple times on the form in the case that they are available for multiple options in the dynamic control field, they will now only exist on the form once. |
| + | :* [[Custom_Field_Type:_Dynamic_Data_–_Dynamic_Control_Field#Enhancements|Why?]] | ||
| + | <!-- 37465 - Revamp Dynamic Control fields --> | ||
| + | |||
| + | ===Extended Record Lock Feature to Contact and Company Records=== | ||
| + | The Record Lock feature ensures that only one person may be editing a record at any given time. This enhancement extends the Record Lock functionality to include Contacts and Organizations and eliminates the possibility of two users concurrently editing these records. | ||
:* [[Record Lock Feature Added when Modifying Contacts and Companies - Why?|Why?]] | [[Record Lock Feature Added when Modifying Contacts and Companies|How]] | :* [[Record Lock Feature Added when Modifying Contacts and Companies - Why?|Why?]] | [[Record Lock Feature Added when Modifying Contacts and Companies|How]] | ||
<!-- 39232 - Would Like to Lock Contact Record when in Edit Mode --> | <!-- 39232 - Would Like to Lock Contact Record when in Edit Mode --> | ||
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===Enhanced Message Queue Functionality Enables Re-Sending of Failed Emails=== | ===Enhanced Message Queue Functionality Enables Re-Sending of Failed Emails=== | ||
Revision as of 10:50, 21 April 2016
Contents
- 1 Global System Upgrades
- 1.1 Visual Enhancements for Arcadia Tabs and Captions
- 1.2 Enhanced Dynamic List View Filtering
- 1.3 Enhanced Level 1 List Views With Ability to Search Organization and Contact Fields
- 1.4 Enhanced Level 3 List Views With Ability to Search Level 2 Fields
- 1.5 Updated Reports List Page
- 1.6 New Font Weight and Color Settings Added to List View Columns
- 1.7 New Currencies Now Supported in the System
- 2 On-Demand System Upgrades
- 3 Beta Previews
- 4 Notes for Admins
- 4.1 New Style Sheet for XML Budgets and Defined Default Classes
- 4.2 New Arcadia X Pre-Made Layout Templates
- 4.3 New SmartField PDF Page Options
- 4.4 New Role Permissions for Submit Buttons
- 4.5 Enhanced Dynamic Control Fields
- 4.6 Extended Record Lock Feature to Contact and Company Records
- 4.7 Enhanced Message Queue Functionality Enables Re-Sending of Failed Emails
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:
Visual Enhancements for Arcadia Tabs and Captions
Updated the style of Arcadia tabs and captions for improved look and feel. These include tab accent colors and additional white space between tabs.
Enhanced Dynamic List View Filtering
List views and search filters have been enhanced with the ability to dynamically filter lists based upon the current user. This allows the creation of a single list view that shows the current user all records they are associated to in a specific role.
Enhanced Level 1 List Views With Ability to Search Organization and Contact Fields
A past enhancement allowed to display the fields of associated records within a Level 1 list view, this enhancement now allows you the ability to also perform searches on these fields within advanced search. The Advanced Search functionality has now been enhanced to allow you to search the following records on a Level 1:
- a) the organization connected to the Level 1
- b) the branch connected to the Level 1
- c) the external person connected to the Level 1
- d) the internal person connected to the Level 1
Enhanced Level 3 List Views With Ability to Search Level 2 Fields
A past enhancement allowed you to display Level 2 fields within a Level 3 list view, this enhancement now allows you the ability to also perform searches on the Level 2 fields within advanced search. This will allow you to create more complex searches and filters.
Updated Reports List Page
This enhancement extends the Arcadia list view page-style to the Reports page. This enhancement also adds search functionality.
New Font Weight and Color Settings Added to List View Columns
This enhancement adds the ability to easily select a font color or bold the text values of a column in a list view through the list view settings.
New Currencies Now Supported in the System
40 new currencies have been added to the list of standard system currencies.
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:
New Customizable Privacy and Confidentiality Policies
Privacy is a shared responsibility. This enhancement adds the ability for organizations to define their own policies. Separate policies can be created for individual country and language combinations. Also added is a Privacy & Security tab where all policies are managed. The policies will appear on the standard system login page as well as in the header section in user portals.
Enhanced Search and Filter Functionality Added to Provider / Consumer List Views
This feature enhances provider / consumer list views with the ability to search and filter results. When viewing a provider record you can apply a list view filter on the list of consumer records.
New Disable User Account After Inactive Period
This enhancement enables user accounts to become disabled after a specified period of inactivity. Controlled by the Password Policy settings, an account can become disabled, requiring a password reset to regain access.
Beta Previews
New Field Revision Annotations
Revision Annotations allows you to mark up field annotations at the field level and allow edits to be made to specific fields while keeping the rest of the record locked. Flexible security allows you to configure role-based permissions to allow different users the ability to make annotations to fields and others the ability to edit the field value, for example when requiring users to make revisions to their forms.
New Contact Invitation
This new feature introduces the ability to invite contacts to collaborate on a system record through an email invitation. It also allows for the invitation of new contacts that do not currently exist in the system. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. Contacts who are new will be directed to a contact sign-up page where you can then control their registration behaviour. This simplifies the process of inviting contacts to participate in system activities.
New Assignment Panels - Phase 1
New Assignment Panels allows you navigate different list views simultaneously and easily search and bulk assign users to records. This first phase is limited to the ability to assign users in one panel to Level 1 records in the other panel but this will be expanded to in the future to allow assignment to and from more record types.
New Create Consumer Records in Batch from Provider
This new feature enables the creation of consumer associated records in batch based on the contacts or companies associated to a provider record.
Enhanced Stripe e-Payment Integration
This enhancement furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November. Through the invoice module, payments can be accepted by credit cards using the Stripe integration.
Notes for Admins
New Style Sheet for XML Budgets and Defined Default Classes
Updated the style of XML data custom fields with a new default style sheet. This enhancement eliminates the needs to hand code HTML styling when creating XML data fields.
New Arcadia X Pre-Made Layout Templates
The Arcadia X layout picker enables the point-and-click configuration of different portal layouts using pre-made templates and the choice of Arcadia X themes and backgrounds. Arcadia X layouts built using the layout picker are responsive by default.
New SmartField PDF Page Options
This enhancement enables greater control of PDF documents generated from SmartField Views. Easily control page breaks and changes to page orientation within a PDF generated from a SmartField View with field format settings.
New Role Permissions for Submit Buttons
Submit buttons can now be configured so that they are presented to users based on role and UTA role permissions reducing the need for visibility conditions.
Enhanced Dynamic Control Fields
Updated the design of dynamic control custom fields for more consistent and improved behavior. The improvements were achieved through changes to the way Dynamic Control fields are rendered. While subfields are currently repeated multiple times on the form in the case that they are available for multiple options in the dynamic control field, they will now only exist on the form once.
Extended Record Lock Feature to Contact and Company Records
The Record Lock feature ensures that only one person may be editing a record at any given time. This enhancement extends the Record Lock functionality to include Contacts and Organizations and eliminates the possibility of two users concurrently editing these records.
Enhanced Message Queue Functionality Enables Re-Sending of Failed Emails
Updated the message queue list with the ability to re-send failed emails that did not previously send for any number of reasons.
