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==General Details==
===Upgrade Dates===
Public Cloud Production release date: '''April 28th 2016'''<br />
Public Cloud Backup release date: '''April 14th 2016'''<br />
Private Cloud Production (Managed Upgrades) release date: '''May 12th 2016'''<br />
Private Cloud Backup (Managed Upgrades) release date: '''April 28th 2016'''
==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:
<!--due to issues with data exchange we will continue support for TLS1.0 for this upgrade
===Discontinuing Support for TLS1.0===
In order to maintain the security posture of your server we will be discontinuing support for the TLS1.0 SSL protocol. We previously discontinued support for SSLv3 and introduced TLS1.0, TLS1.1, and TLS1.2 and are now discontinuing TLS1.0. This change will be transparent and not affect anyone keeping their computer up to date with the latest component and security patches available, which should be all our customers and community. SSL is the communication methodology employed between your web browser and server to communicate securely and privately. For more information on whether you will be affected by this change you can visit the following site to check whether your current web browser is compatible with TLS1.1 or TLS1.2 https://en.wikipedia.org/wiki/Template:TLS/SSL_support_history_of_web_browsers
-->
===Enhanced Visual Styles for Tabs and Captions in Arcadia===
Updated the style of tabs and captions within the Arcadia interface for improved look and feel. These include changes to the color and style of field labels, and the introduction of accent colors in tabs.
:* [[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.
<!--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@-->
:* [[Dynamic List View Filtering - Why?|Why?]] | [[Advanced_Search#Enhancements|How]]
<!-- 42404 - Dynamic List View Filtering -->
===Enhanced Level 1 List Views With Ability to Search Organization and Contact Fields===
A past enhancement added the ability 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 with 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?]] | [[Advanced_Search#Enhancements|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.
:* [[Level 2 Fields Now Visible in Level 3 List Views - Why?|Why?]] | [[Level 2 Fields Now Visible in Level 3 List Views|How]]
<!-- 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 -->
===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.
<!-- [[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]]
<!--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) -->
==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:
===New Currencies Now Supported in the SystemCustomizable Privacy and Confidentiality Policies===40+ new currencies have been 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 to is a Privacy & Security tab where all policies are managed. The policies will appear on the list of standard currencies on system login page as well as in the platform includingheader section in user portals.: 'Brazilian Real'* [[Customizable Privacy and Confidentiality Policies - Why?|Why?]] | [[Configuring Privacy, 'Colombian Peso', 'Cyprus Pound', 'Czech Koruna', 'Danish Kroner', 'Egyptian Pound', 'Ethiopian Birr', 'Fiji Dollar', 'Ghanaian Cedi', 'Hungarian Forint', 'Indonesian Rupiah', 'Israeli Shekei', 'Jordanian Dinar', 'Kazakhstan Tenge', 'Kenyan Shilling', 'Kuwait Dinar', 'Lebanese Pound', 'Malaysian Ringgit', 'Moroccan Dirham', 'New Zeland Dollar', 'New Taiwan Dollar', 'Norwegian Krone', 'Omani Rial', 'Pakistani Rupee', 'Philippino Peso', 'Polish Zloty', 'Qatar Rial', 'Russian Ruble', 'Saudi Riyal', 'Singapore Dollar', 'Slovak Koruna', 'South Korean Won', Swedish Kroner', 'Swiss Franc', 'Thai Baht', 'Trinidad & Tobago Dollar', 'Tunisian Dinar', 'Ukrainian Hryvnia', 'United Arab Emirates Dirham', 'Vietnam Dong'.Confidentiality and Other Policies|How]]<!-- 43930 - Privacy and Confidentiality is a shared responsibility -->
===New Dynamic Enhanced Search and Filter Functionality Added to Provider / Consumer List View FilteringViews===This enhancement adds 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 based filter on UTA roles and the ability to filter list views based on system variables such as @userid@ and @companyid@of consumer records.:* [[Creating Provider / Consumer List View Search and Filter Functionality - Why?|Why?]] The system now allows list views to be filtered based on UTA role and system variables like User ID and Company ID. <!-- This reduces issues for organizations with large numbers of list views by displaying only relevant list views to users based on their specific role and other identifiers. | [[How]]<!-- 42404 44457 - Dynamic Provider / Consumer List View Filtering Filter -->
===New Annotate Specific Application and Form Fields with CommentsDisable User Account After Inactive Period===This new features enhancement enables organizations who receive applications and forms user accounts to add field-level comments for applicants become disabled after a specified period of inactivity. Controlled by the Password Policy settings, an account can become disabled, requiring a password reset to review and reviseregain access.<br />:* [[Disable User Account After Inactive Period - Why?|Why?]] This feature allows organizations to better communicate feedback with applicants by allowing them to add comments on specific fields on submitted applications and forms. The process allows the annotated fields to be editable while other fields cannot be modified. | [[Disable User Account After Inactive Period|How]]<!-- 42199 42897 - Revision comments Disable Account (i.e. expire account if unused) -->
==Beta Previews=====New Arcadia X Layout PickerField Revision Annotations===The Arcadia X layout picker enables Revision Annotations allows you to add annotations at the point-field level and-click configuration of sections using pre-allow edits to be made templates and to specific fields while keeping the choice rest of Arcadia X themes and backgrounds. All Arcadia X sections built using the layout picker are responsiverecord locked.:* [[Why?]] Arcadia X Layout picker (template for section creation) For novice Flexible security allows you to configure role-based permissions to allow different users and those not familiar with html, the Arcadia X layout picker provides pre-made templates with various layouts eliminating ability to add annotations to fields while others the need for technical know-how. Arcadia X layouts built using ability to edit the layout picker are responsive by default, making them accessible on devices with different screen sizes and resolutionsfield value. | [[How]]<!-- 37891 - -->
<!--
-->
:* [[Field Revision Annotations - Why?|Why?]]<!-- | [[How]]--><!-- 36544 42199 - Create a new style sheet for XML budgets and define default classes for cells Revision comments -->
===New Privacy and Confidentiality Hyperlink Added to Login Pages by DefaultContact Invitations===Privacy is The Contact Invitation feature simplifies the process of inviting contacts to collaborate on a shared responsibilitysystem record through an email invitation. This enhancement places a visible privacy and confidentiality hyperlink on It also allows for the top right corner invitation of all login pagesnew contacts that do not currently exist in the system. This makes it easier for organizations To facilitate this, invited contacts can accept or decline the invitation to associate them to communicate their unique privacy and confidentially responsibilities the record. Contacts who are new will be directed to a contact sign-up page where you can then control their users in a consistent mannerregistration behavior.:* [[Contact Invitations - Why?|Why?]] Privacy IS a shared responsibility. This enhancement makes it even easier for organizations to communicate their privacy and security policies with their user community. A new Privacy and Security tab within the Global Settings page makes is a new centralized place where all privacy, security, and confidentiality policies can be documents. The contents of the Privacy and Security tab will be displayed in a new hyperlink located on all login pages. | [[Contact Invitations | How]]<!-- 43930 46588 - Privacy and Confidentiality is a shared responsibility L1 invitation functionality -->
===Enhanced Record Lock Feature Added when Modifying Contacts and CompaniesNew Assignment Panels - Phase 1===Assignment Panels allows the navigation of different list views simultaneously and easily search and bulk assign users to records. This optional feature locks a contact and company record when first phase adds the ability to assign users in one panel to Level 1 records in edit modethe other panel. This eliminates any possibility of two users feature will be expanded in the future to allow assignment to and from modifying the same more record at the same timetypes. :* [[Assignment Panels - Why?|Why?]] Although unlikely, it is possible that two people could attempt to edit the same record at the same time. This scenario is not ideal as it could lead to data loss. This enhancement extends the existing record lock feature to include contacts and company records eliminating two possibility of two people editing the same record record simultaneously. This feature is optional and can be turned on and off from within Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users) | [[Assignment Panels|How]]<!-- 39232 35842 - Would Like to Lock Contact Record when in Edit Mode Assignment List View -->
===Enhanced Search Functionality Added to Reports PageNew Create Consumer Records in Batch from Provider===This enhancement new feature enables the creation of consumer associated records in batch based on the contacts or companies associated to a provider record.<!-- This feature adds the search feature ability to create level 1s based on based on a list of organizations attached to reports page.a level one or level two provider -->:* [[Create Level 1 Records in Batch from Provider - Why?|Why?]] 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. | [[Create Consumer Records in Batch from Provider|How]]<!-- 42000 44779 - Search field on the Reports page Batch create Level one from Provider -->
===Enhanced Custom Field List Views Now Display Last Modified DateStripe e-Payment Integration===Global System Upgrades<br />This enhancement adds furthers the last modified date to custom list views integration with contemporary payments service, Stripe, and makes it easy to determine when a custom field list view was modifiedbuilds on the initial beta release in November. This will Through the Invoice module, payments can be particularly useful when troubleshooting changes made to list viewsaccepted by credit cards using the Stripe integration.:* [[Why?]] | [[How]]<!-- 35656 - Add date last modified to custom field list view -->
==Notes for Admins=Enhanced Revamp Dynamic Control fields====New Style Sheet for XML Budgets and Defined Default Classes===Global System Upgrades<br />Updated the style of XML data custom fields with a new default style sheet. This enhancement changes eliminates the way Dynamic Control need for hand coding HTML styling when creating XML data fields are rendered, however it retains the same functionality.:* [[Style Sheet for XML Budgets and Defined Default Classes - Why?|Why?]] | [[Style Sheet for XML Budgets and Defined Default Classes|How]]<!-- 37465 36544 - Revamp Dynamic Control fields Create a new style sheet for XML budgets and define default classes for cells -->
===New Level 2 Fields Now Visible in Level 3 List ViewsArcadia X Layout Picker===Global System UpgradesThe Arcadia X Pre-Made 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. <br />This feature allows level 2 fields to !--All Arcadia X sections built using the layout picker will be referenced from within formatted for optimal viewing on a level 3 list views in wide rage of devices. For novice users and those not familiar with html, the Arcadia X portals. Level 2 fields will also appear in Level 3 advanced searcheslayout picker provides templates with various layouts eliminating the need for technical know-how.-->:* [[Arcadia X Layout Picker - Why?|Why?]] | [[Arcadia X Layout Picker|How]]<!-- 43980 37891 - View L2 Fields in L3 List View Arcadia X Layout picker (Like L2 List Viewstemplate for section creation) -->
===New SmartSimple Meta Data ExchangeSmartField PDF Page Options===This enhancement is the first in a multi-year platform enhancement aimed at creating a data exchange structure that can be used to package Instance configurations, UTA configurations, and other dataenables greater control of PDF documents generated from SmartField Views. For the April 2016 upgrade, UTA packaging Easily control page breaks and unpackaging is available. This meta data exchange enhancement allows UTA data changes to be extracted page orientation within a PDF generated from an instance, packaged, and then loaded / installed into another instance a SmartField View with minimal effortfield format settings. The benefits of this feature is wide ranging including, quick and easy storage and archiving, the ability to easily restore UTA's data, sharing of configured UTA's between similar organizations, and much more<!--[[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]]<!-- 44695 45228 - SS Meta data exchange Can’t use page break or rotate inside smartfields-->
===Enhanced Password Policy OptionsNew Role Permissions for Submit Buttons===Global System Upgrades<br />This feature adds an additional option Submit buttons can now be configured so that they are presented to users based on role and UTA role permissions reducing the password policy ensuring need for visibility conditions. <!--If a user’s ID (in its entirety) cannot be Submit button is associated with both a role and UTA role, the wholeUTA role permission will take precedence. Prior to this enhancement, Submit buttons could be associated with one or partmore Level One templates and visibility conditions controlled when the button was visible. This enhancement adds role and UTA role permissions to Submit buttons giving admins more flexibility when configuring them. '''Note:''' If a Submit Button is associated with both a role and UTA role, of the user's passwordUTA role permission will take precedence.-->:* [[Role Permissions for Submit Buttons - Why?|Why?]] | [[Submit & Save Buttons#Enhancements|How]]<!-- 44147 40243 - Platform password policy enhancement Role Permission for Submit button -->
===Provider / Consumer List View FilterEnhanced Dynamic Control Fields===Global System Upgrades<br />This feature enhances standard list views with Updated the ability design of dynamic control custom fields for more consistent and improved behavior. The improvements were achieved through changes to view a subset of consumers from a providerthe 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?]] | [[How]]<!-- 44457 37465 - Provider / Consumer List View Filter Revamp Dynamic Control fields -->
===List View Parent Extended Record Lock Feature to Contact and Child Advanced SearchCompany Records===The Record Lock feature ensures that only one person may be editing a record at any given time. This feature is an enhancement on extends the List View Parent Record Lock functionality to include Contacts and Organizations, and Child feature introduced in eliminates the January 2016 upgradepossibility of two users concurrently editing these records. With this enhancement Advanced Search functionality has been added to the following:<br />a) the organization connected to the L1<br />b) the branch connected to the L1<br />c) the external person connected to the L1<br />d) the internal person connected to the L1<br />:* [[Record Lock Feature Added when Modifying Contacts and Companies - Why?|Why?]] | [[Record Lock Feature Added when Modifying Contacts and Companies|How]]<!-- 44524 39232 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket Would Like to Lock Contact Record when in Edit Mode -->
===Batch create Level one from ProviderEnhanced Message Queue Functionality and Re-Sending of Failed Emails===This feature adds Updated the message queue list with the ability to create level 1s based on based on a list of organizations attached to a level one or level two providereasily discover and re-send failed emails.:* [[Message Queue Functionality Enables Re-Sending of Failed Emails - Why?|Why?]] | [[Message Queue|How]]<!-- 44779 45566 - Batch create Level one from Provider Emails Failing -->
