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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 --><!-- 45534 45946 - New Currencies (for Boeing) 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. <!-- | [[How]]44457 - Provider / Consumer List View Filter --> ===New Disable User Account After Inactive Period===This scenario is not ideal as it could lead enhancement enables user accounts to data lossbecome disabled after a specified period of inactivity. This enhancement extends Controlled by the existing record lock feature Password Policy settings, an account can become disabled, requiring a password reset to include contacts and company records eliminating the possibility of two people editing the same record record simultaneouslyregain access. This feature is optional and can be turned on and off from within Global Settings -<br /> Organizations & Users :* [[Disable User Account After Inactive Period -> Enable Record Lock (found under their corresponding section for companies/users) Why?| [[HowWhy?]] | [[Image:Enable_record_lock.pngDisable User Account After Inactive Period|link=How]]<!-- 39232 42897 - Would Like to Lock Contact Record when in Edit Mode Disable Account (i.e. expire account if unused) -->
===Enhanced Search Functionality Added to Reports Page===
This enhancement adds the search feature to reports page.
:* [[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. | [[How]]
<!-- 42000 - Search field on the Reports page -->
==Beta Previews=Enhanced Custom ====New Field List Views Now Display Last Modified DateRevision Annotations===Global System UpgradesRevision Annotations allows you to add 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 add annotations to fields while others the ability to edit the field value.<br />!--This enhancement adds the last modified date feature enables organizations who receive applications and forms to add field-level comments for applicants to custom list views review and makes it easy revise. This feature allows organizations to determine when a custom field list view was modifiedbetter communicate feedback with applicants by enabling them to add comments to specific fields on submitted applications and forms. This will process allows the annotated fields to be particularly useful when troubleshooting changes made to list viewseditable 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?]] <!-- | [[How]]--><!-- 35656 42199 - Add date last modified to custom field list view Revision comments -->
===New Role Permissions for Submit buttonsContact Invitations===Global System Upgrades<br />Submit buttons can now be configured so that they are presented The Contact Invitation feature simplifies the process of inviting contacts to users based collaborate on role and UTA role permissions reducing a system record through an email invitation. It also allows for the need for visibility conditionsinvitation of new contacts that do not currently exist in the system. If a Submit button is associated with both a role and UTA roleTo facilitate this, invited contacts can accept or decline the invitation to associate them to the UTA role permission record. Contacts who are new will take precedencebe directed to a contact sign-up page where you can then control their registration behavior.:* [[Contact Invitations - Why?|Why?]] Prior to 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.| [[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.<!-- 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]]<br /!-- 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 -->
===New Level 2 Fields Now Visible in Level 3 List Views===
Global System Upgrades<br />
This feature allows level 2 fields to be referenced from within a level 3 list views in Arcadia X portals. Level 2 fields will also appear in Level 3 advanced searches.
:* [[Why?]] | [[How]] [[Image:Level2_visable_on_L3.gif|link=]]
<!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) -->
==Notes for Admins=====New SmartSimple Meta Data ExchangeStyle Sheet for XML Budgets and Defined Default Classes===This enhancement is Updated the first in style of XML data custom fields with a multi-year platform enhancement aimed at creating a data exchange structure that can be used to package Instance configurations, UTA configurations, and other data. For the April 2016 upgrade, UTA packaging and unpackaging is availablenew default style sheet. This meta data exchange enhancement allows UTA data to be extracted from an instance, packaged, and then loaded / installed into another instance with minimal effort. The benefits of this feature is wide ranging including, quick and easy storage and archiving, eliminates the ability to easily restore UTA's need for hand coding HTML styling when creating XML data, sharing of configured UTA's between similar organizations, and much morefields.:* [[Style Sheet for XML Budgets and Defined Default Classes - Why?|Why?]] | [[Style Sheet for XML Budgets and Defined Default Classes|How]]<!-- 44695 36544 - SS Meta data exchange Create a new style sheet for XML budgets and define default classes for cells -->
===Enhanced Password Policy OptionsNew Arcadia 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 adds an additional option to !--All Arcadia X sections built using the password policy ensuring layout picker will be formatted for optimal viewing on a user’s ID (in its entirety) cannot be or part wide rage of devices. For novice users and those not familiar with html, the user's password, or Arcadia X layout picker provides templates with various layouts eliminating the whole passwordneed for technical know-how.-->:* [[Arcadia X Layout Picker - Why?|Why?]] | [[Arcadia X Layout Picker|How]]<!-- 44147 37891 - Platform password policy enhancement Arcadia X Layout picker (template for section creation) -->
===Provider / Consumer List View FilterNew 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 enhances standard list views with the ability to view a subset of consumers from a provider[[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]]<!-- 44457 45228 - Provider / Consumer List View Filter Can’t use page break or rotate inside smartfields-->
===List View Parent and Child Advanced SearchNew Role Permissions for Submit Buttons===This feature is an enhancement Submit buttons can now be configured so that they are presented to users based on role and UTA role permissions reducing the List View Parent need for visibility conditions. <!--If a Submit button is associated with both a role and Child feature introduced in UTA role, the January 2016 upgradeUTA role permission will take precedence. With Prior to this enhancement Advanced Search functionality has been added , 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 the followingSubmit buttons giving admins more flexibility when configuring them. '''Note:<br />''' If a Submit Button is associated with both a) role and UTA role, 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 /UTA role permission will take precedence. -->:* [[Role Permissions for Submit Buttons - Why?|Why?]] | [[Submit & Save Buttons#Enhancements|How]]<!-- 44524 - List View Parent and Child - Part II 40243 - Advanced Search The Michael Jordan Ticket Role Permission for Submit button -->
===Batch create Level one from ProviderEnhanced Dynamic Control Fields===This feature adds Updated the ability design of dynamic control custom fields for more consistent and improved behavior. The improvements were achieved through changes to create level 1s based the way Dynamic Control fields are rendered. While subfields are currently repeated multiple times on based 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 list record at any given time. This enhancement extends the Record Lock functionality to include Contacts and Organizations, and eliminates the possibility of organizations attached to a level one or level two providerusers 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]]<!-- 44779 39232 - Batch create Level one from Provider Would Like to Lock Contact Record when in Edit Mode -->
===New User Accounts Will Become Disabled After Inactive PeriodEnhanced Message Queue Functionality and Re-Sending of Failed Emails=== 77277After a period of inactivity users accounts will now become deactivated. Based on your privacy policy settings an account can become fully disabled or a password reset must be requested Updated the message queue list with the ability to regain access. These policies can be configured from within the company security settings easily discover and allows for different actions based on internal and external usersre-send failed emails.:* [[Message Queue Functionality Enables Re-Sending of Failed Emails - Why?|Why?]] | [[Message Queue|How]]<!-- 42897 45566 - Disable Account (i.e. expire account if unused) Emails Failing -->
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