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Template:April2016Upgrade

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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=On-Demand System Upgrades==The following features 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 also available immediately now discontinuing TLS1.0. This change will be transparent and not affect anyone keeping their computer up to date with the application of latest component and security patches available, which should be all our customers and community. SSL is the upgrade, but must first communication methodology employed between your web browser and server to communicate securely and privately. For more information on whether you will be enabled affected by this change you can visit the following site to check whether your current web browser is compatible with TLS1.1 or configured by a System AdministratorTLS1.2 https://en.wikipedia.org/wiki/Template:TLS/SSL_support_history_of_web_browsers-->
===New Currencies Now Supported Enhanced Visual Styles for Tabs and Captions in the SystemArcadia===40+ new currencies have been added Updated the style of tabs and captions within the Arcadia interface for improved look and feel. These include changes to the list color and style of standard currencies on field labels, and the platform includingintroduction of accent colors in tabs.: 'Brazilian Real', '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'.* [[Visual Enhancements for Arcadia Tabs and Captions (Apr 2016) - Why?|Why?]]<!-- 46437 - Arcadia Tabs are boring and grey --><!--45946 - Arcadia Caption-->
===New Enhanced Dynamic List View Filtering=== 77277List 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?]] The system now allows list views to be filtered based on UTA role and system variables like User ID and Company ID. | [[Advanced_Search#Enhancements|How]]
<!-- 42404 - Dynamic List View Filtering -->
===New Annotate Specific Application Enhanced Level 1 List Views With Ability to Search Organization and Form Contact Fields with Comments===This new features enables organizations who receive applications 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 forms External Persons Connected to add fieldthe Level 1 - Why?|Why?]] | [[Advanced_Search#Enhancements|How]]<!-- 44524 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket--level comments for applicants > ===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 review create more complex searches and revisefilters.:* [[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 feature allows enhancement also adds search functionality. <!--For organizations to better communicate feedback with applicants by enabling them many reports, or organizations who expect to add comments generate many reports over time, this is a welcomed enhancement. The reports page now has search functionality giving you the ability to specific fields 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 submitted applications the Reports page --> ===New Font Weight and forms. Color Settings Added to List View Columns===This process allows enhancement adds the annotated fields ability to be editable onlyeasily 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]]<!-- 42199 46372 - Revision comments 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) -->
===Enhanced Stripe Integration===
This enhancement furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November.
:* [[Why?]] | [[How]]
<!-- 43318 - Stripe Integration -->
===New Arcadia X Layout Picker=On-Demand System Upgrades==The Arcadia X layout picker enables the point-and-click configuration of sections using pre-made templates and following features are available immediately with the choice application of Arcadia X themes and backgrounds. All Arcadia X sections built using the layout picker will upgrade, but must first be formatted for optimal viewing on enabled or configured by a wide rage of devices.System Administrator:* [[Why?]] Arcadia X Layout picker (template for section creation) For novice users and those not familiar with html, the Arcadia X layout picker provides pre-made templates with various layouts eliminating the need for technical know-how. Arcadia X layouts built using the layout picker are responsive by default, making them accessible on devices with different screen sizes and resolutions. | [[How]]
===New Customizable Privacy and Confidentiality Hyperlink Added to Login Pages by DefaultPolicies===Privacy is a shared responsibility. This enhancement places a visible privacy and confidentiality hyperlink on adds the top right corner of all login pages. This makes it easier ability for organizations to communicate define their unique privacy and confidentially responsibilities to their users in a consistent mannerown policies.:* [[Why?]] Privacy IS a shared responsibility. This enhancement makes it easier Separate policies can be created for organizations to communicate their privacy individual country and security policies with their user communitylanguage combinations. A new Also added is a Privacy and & Security tab within the Global Settings page is the centralized place where all privacy, security, and confidentiality policies can be documentedare managed. The contents of the Privacy and Security tab policies will be displayed in a new hyperlink located appear on all the standard system login pagespage 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 Record Lock Feature Search and Filter Functionality Added when Modifying Contacts and Companiesto Provider / Consumer List Views===This optional feature locks a contact enhances provider / consumer list views with the ability to search and company record when in edit modefilter results. This eliminates any possibility of two users from modifying the same When viewing a provider record at you can apply a list view filter on the same timelist of consumer records. :* [[Creating Provider / Consumer List View Search and Filter Functionality - Why?|Why?]] 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 the 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) | [[How]] [[Image:Enable_record_lock.png|link=]]<!44457 -- 39232 - Would Like to Lock Contact Record when in Edit Mode Provider / Consumer List View Filter -->
===Enhanced Search Functionality Added to Reports PageNew Disable User Account After Inactive Period===This enhancement adds enables user accounts to become disabled after a specified period of inactivity. Controlled by the search feature Password Policy settings, an account can become disabled, requiring a password reset to reports pageregain access.<br />:* [[Disable User Account After Inactive Period - 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. | [[Disable User Account After Inactive Period|How]]<!-- 42000 42897 - Search field on the Reports page Disable Account (i.e. expire account if unused) -->
===Enhanced Custom Field List Views Now Display Last Modified Date===
Global System Upgrades<br />
This enhancement adds the last modified date to custom list views and makes it easy to determine when a custom field list view was modified. This will be particularly useful when troubleshooting changes made to list views.
:* [[Why?]] | [[How]]
<!-- 35656 - Add date last modified to custom field list view -->
==Beta Previews=====New Role Permissions for Submit buttonsField Revision Annotations===Global System Upgrades<br />Submit buttons can now Revision Annotations allows you to add annotations at the field level and allow edits to be configured so that they are presented made to specific fields while keeping the rest of the record locked. Flexible security allows you to users configure role-based on role and UTA role permissions reducing to allow different users the ability to add annotations to fields while others the ability to edit the need field value.<!--This feature enables organizations who receive applications and forms to add field-level comments for visibility conditionsapplicants to review and revise. If a Submit button is associated This feature allows organizations to better communicate feedback with both a role applicants by enabling them to add comments to specific fields on submitted applications and UTA role, forms. This process allows the UTA role permission will take precedenceannotated fields to be editable only.[[Image:Annotations_Notes_Drawer_1.png]]<br /><br />[[Image:Annotation_add_new_anno_icon.png]]<br /><br />[[Image:Annotated_field_ex.png]]<br />-->:* [[Field Revision Annotations - Why?|Why?]] Prior <!-- | [[How]]--><!-- 42199 - Revision comments --> ===New Contact Invitations===The Contact Invitation feature simplifies the process of inviting 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 enhancement, Submit buttons could be associated with one invited contacts can accept or more Level One templates and visibility conditions controlled when decline the invitation to associate them to the button was visiblerecord. This enhancement adds role and UTA role permissions Contacts who are new will be directed to Submit buttons giving admins more flexibility when configuring thema contact sign-up page where you can then control their registration behavior.:* [[Contact Invitations - Why?|Why?]] | [[Contact Invitations | How]]<!-- 40243 46588 - Role Permission for Submit button L1 invitation functionality -->
===New Ability to Assign Many Objects to Many Objects With the Assignment List View Panels - Phase 1=== 77277Global System Upgrades<br />This feature adds Assignment Panels allows the ability to assign many objects to many objects through the new Assignment List View feature. This feature will allow you to navigation of different list views simultaneously and easily attach a group of reviewers to a Level One, search and bulk assign many users to one ore many organizations, even attach a Level 1 to one or more Level Onesrecords. Once fully implemented, this enhancement This first phase adds the ability to assign many objects (like users, organizations, in one panel to Level 1, Level 2, Level 3s), to many objectsrecords in the other panel. Phase one of this enhancement (April 2016 Upgrade) This feature will add be expanded in the ability future to attach one or many contacts allow assignment to Level 1sand from more record types.:* [[Assignment Panels - Why?|Why?]] | [[Assignment Panels|How]]
<!-- 35842 - Assignment List View -->
===Enhanced Revamp Dynamic Control fieldsNew Create Consumer Records in Batch from Provider===Global System UpgradesThis new feature enables the creation of consumer associated records in batch based on the contacts or companies associated to a provider record.<br /!-- 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 1 Records in Batch from Provider - Why?|Why?]] | [[Create Consumer Records in Batch from Provider|How]]<!-- 44779 - Batch create Level one from Provider --> ===Enhanced Stripe e-Payment Integration===This enhancement changes furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November. Through the way Dynamic Control fields are renderedInvoice module, however it retains payments can be accepted by credit cards using the Stripe integration. <!--The system can now generate a payment form from a Level2 invoice and collect a credit card payment using the same functionalityStripe integration.[[Image:Stripe_form.png]]-->:* [[Stripe Payment Processor Integration - Why?|Why?]] <!-- | [[How]]--><!-- 43318 - Stripe Integration --><!-- 37465 42475 - Revamp Dynamic Control fields Payment Form --> 
==Notes for Admins=====New Level 2 Fields Now Visible in Level 3 List ViewsStyle Sheet for XML Budgets and Defined Default Classes===Global System Upgrades<br />This feature allows level 2 Updated the style of XML data custom fields to be referenced from within with a level 3 list views in Arcadia X portalsnew default style sheet. Level 2 This enhancement eliminates the need for hand coding HTML styling when creating XML data fields will also appear in Level 3 advanced searches.:* [[Style Sheet for XML Budgets and Defined Default Classes - Why?|Why?]] | [[Style Sheet for XML Budgets and Defined Default Classes|How]] [[Image:Level2_visable_on_L3.gif|link=]]<!-- 43980 36544 - View L2 Fields in L3 List View (Like L2 List Views) Create a new style sheet for XML budgets and define default classes for cells -->
===New SmartSimple Meta Data ExchangeArcadia X Layout Picker===This enhancement is The Arcadia X Pre-Made Layout Picker enables the first in a multipoint-and-click configuration of different portal layouts using pre-year platform enhancement aimed at creating a data exchange structure that can be used to package Instance configurations, UTA configurations, made templates and the choice of Arcadia X themes and other databackgrounds. For Arcadia X layouts built using the April 2016 upgrade, UTA packaging and unpackaging is availablelayout picker are responsive by default. This meta data exchange enhancement allows UTA data to <!--All Arcadia X sections built using the layout picker will be extracted from an instance, packaged, formatted for optimal viewing on a wide rage of devices. For novice users and then loaded / installed into another instance those not familiar with minimal effort. The benefits of this feature is wide ranging including, quick and easy storage and archivinghtml, the ability to easily restore UTA's data, sharing of configured UTA's between similar organizations, and much moreArcadia X layout picker provides templates with various layouts eliminating the need for technical know-how.-->:* [[Arcadia X Layout Picker - Why?|Why?]] | [[Arcadia X Layout Picker|How]]<!-- 44695 37891 - SS Meta data exchange Arcadia X Layout picker (template for section creation) -->
===Enhanced Password Policy New SmartField PDF Page Options===Global System UpgradesThis 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 />This feature adds an additional option to the password policy ensuring a user’s ID (in its entirety) cannot be or part of the user's password, or the whole password[[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]]<!-- 44147 45228 - Platform password policy enhancement Can’t use page break or rotate inside smartfields-->
===Provider / Consumer List View FilterNew Role Permissions for Submit Buttons===Global System UpgradesSubmit 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. <br />This feature enhances standard list views !--If a Submit button is associated with both a role and UTA role, the ability UTA role permission will take precedence. Prior to view this enhancement, Submit buttons could be associated with one or more 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 subset of consumers from Submit Button is associated with both a providerrole and UTA role, the UTA role permission will take precedence.-->:* [[Role Permissions for Submit Buttons - Why?|Why?]] | [[Submit & Save Buttons#Enhancements|How]]<!-- 44457 40243 - Provider / Consumer List View Filter Role Permission for Submit button -->
===List View Parent and Child Advanced SearchEnhanced Dynamic Control Fields===This feature is an enhancement on Updated the List View Parent design of dynamic control custom fields for more consistent and Child feature introduced in the January 2016 upgradeimproved behavior. With this enhancement Advanced Search functionality has been added The improvements were achieved through changes to the following:<br />a) way Dynamic Control fields are rendered. While subfields are currently repeated multiple times on the organization connected to form, in the L1<br />b) case that they are available for multiple options in the branch connected to dynamic control field, they will now only exist on the L1form once.:* [[Custom_Field_Type:_Dynamic_Data_–_Dynamic_Control_Field#Enhancements|Why?]]<br /!-- 37465 - Revamp Dynamic Control fields -->c) the external  ===Extended Record Lock Feature to Contact and Company Records===The Record Lock feature ensures that only one person connected to may be editing a record at any given time. This enhancement extends the L1<br />d) the internal person connected Record Lock functionality to include Contacts and Organizations, and eliminates the L1<br />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]]<!-- 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 -->
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