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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 field labels, and the introduction of currencies listed accent colors in the Currency Standard Fieldtabs.:* [[New Currencies Now Supported Visual Enhancements for Arcadia Tabs and Captions (Apr 2016) - Why?|Why?]]<!-- 45534 46437 - Arcadia Tabs are boring and grey --><!--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 review 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 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 feature allows enhancement extends the Arcadia list view page-style to the Reports page. This 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 to specific fields on submitted applications and formsgenerate many reports over time, this is a welcomed enhancement. This process allows The reports page now has search functionality giving you the annotated fields ability to be editable onlyquickly filter reports by column name, role, status, and type. --><!-- [[Image:Search_functionality_on_reports.png|Link=| 800px]] -->:* [[HowReports Page Updated With Modern List Style and Search Functionality - Why?|Why?]]<!-- 42199 42000 - Revision comments Search field on the Reports page -->
===Enhanced Stripe IntegrationNew Font Weight and Color Settings Added to List View Columns===This enhancement furthers adds the integration with contemporary payments service, Stripe, and builds on ability to easily select a font color or bold the initial beta release text values of a column in Novembera 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]]<!-- 43318 46372 - Stripe Integration Add Font weight and color settings to list columns-->
===New Arcadia X Layout PickerCurrencies Now Supported in the System===The Arcadia X layout picker enables the point-and-click configuration of sections using pre-made templates and 40 new currencies have been added to the choice list of Arcadia X themes and backgrounds. All Arcadia X sections built using the layout picker will be formatted for optimal viewing on a wide rage of devicesstandard system currencies.:* [[New Currencies Now Supported - Why?|Why?]] Arcadia X Layout picker <!-- 45534 - New Currencies (template for section creationBoeing) 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]]>
===Enhanced Record Lock Feature Added when Modifying Contacts and Companies=On-Demand System Upgrades==This optional feature locks a contact and company record when in edit mode. This eliminates any possibility of two users from modifying the same record at the same time. :* [[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 following features are available immediately with the possibility application of two people editing the same record record simultaneously. This feature is optional and can upgrade, but must first be turned on and off from within Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users) | [[How]] [[Imageenabled or configured by a System Administrator:Enable_record_lock.png|link=]]<!-- 39232 - Would Like to Lock Contact Record when in Edit Mode -->
===Enhanced Search Functionality Added to Reports PageNew Customizable Privacy and Confidentiality Policies===Privacy is a shared responsibility. This enhancement adds the search feature ability for organizations to reports 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 pageas well as in the header section in user portals.:* [[Customizable Privacy and Confidentiality Policies - 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| [[Configuring Privacy, Confidentiality and type. Other Policies| [[How]]<!-- 42000 43930 - Search field on the Reports page Privacy and Confidentiality is a shared responsibility -->
===Enhanced Custom Field Search and Filter Functionality Added to Provider / Consumer List Views Now Display Last Modified Date===Global System Upgrades<br This feature enhances provider />This enhancement adds consumer list views with the last modified date ability to custom list views search and makes it easy to determine when filter results. When viewing a provider record you can apply a custom field list view was modified. This will be particularly useful when troubleshooting changes made to filter on the list viewsof consumer records.:* [[Creating Provider / Consumer List View Search and Filter Functionality - Why?|Why?]] <!-- | [[How]]<!44457 -- 35656 - Add date last modified to custom field list view Provider / Consumer List View Filter -->
===New Role Permissions for Submit buttonsDisable User Account After Inactive Period===Global System UpgradesThis 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.<br />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. If a Submit button is associated with both a role and UTA role, the UTA role permission will take precedence.:* [[Disable User Account After Inactive Period - 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.| [[Disable User Account After Inactive Period|How]]<!-- 40243 42897 - Role Permission for Submit button Disable Account (i.e. expire account if unused) -->
==Beta Previews=Enhanced Revamp Dynamic Control fields====New Field Revision 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.<!--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.[[Image:Annotations_Notes_Drawer_1.png]]<br /><br />[[Image:Annotation_add_new_anno_icon.png]]<br /><br />This enhancement changes the way Dynamic Control fields are rendered, however it retains the same functionality[[Image:Annotated_field_ex.png]]<br />-->:* [[Field Revision Annotations - Why?|Why?]] <!-- | [[How]]--><!-- 37465 42199 - Revamp Dynamic Control fields Revision comments -->
===New Level 2 Fields Now Visible in Level 3 List ViewsContact Invitations===Global System Upgrades<br />This The Contact Invitation feature allows level 2 fields simplifies the process of inviting contacts to be referenced from within collaborate on a level 3 list views system record through an email invitation. It also allows for the invitation of new contacts that do not currently exist in Arcadia X portalsthe system. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. Level 2 fields Contacts who are new will also appear in Level 3 advanced searchesbe directed to a contact sign-up page where you can then control their registration behavior.:* [[Contact Invitations - Why?|Why?]] | [[Contact Invitations | How]] [[Image:Level2_visable_on_L3.gif|link=]]<!-- 43980 46588 - View L2 Fields in L3 List View (Like L2 List Views) L1 invitation functionality -->
===New SmartSimple Meta Data ExchangeAssignment Panels - Phase 1===Assignment Panels allows the navigation of different list views simultaneously and easily search and bulk assign users to records. This enhancement is first phase adds the first ability to assign users in a multi-year platform enhancement aimed at creating a data exchange structure that can be used one panel to package Instance configurations, UTA configurations, and Level 1 records in the other data. For the April 2016 upgrade, UTA packaging and unpackaging is availablepanel. This meta data exchange enhancement allows UTA data to feature will 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, expanded in the ability future to allow assignment to easily restore UTA's data, sharing of configured UTA's between similar organizations, and much from morerecord types.:* [[Assignment Panels - Why?|Why?]] | [[Assignment Panels|How]]<!-- 44695 35842 - SS Meta data exchange Assignment List View -->
===Enhanced Password Policy OptionsNew 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 an additional option the ability to the password policy ensuring create level 1s based on based on a user’s ID (in its entirety) cannot be or part list of the user's password, organizations attached to a level one or the whole password.level two provider -->:* [[Create Level 1 Records in Batch from Provider - Why?|Why?]] | [[Create Consumer Records in Batch from Provider|How]]<!-- 44147 44779 - Platform password policy enhancement Batch create Level one from Provider -->
===Provider / Consumer List View FilterEnhanced Stripe e-Payment Integration===Global System Upgrades<br />This feature enhances standard list views enhancement furthers the integration with contemporary payments service, Stripe, and builds on the ability to view a subset of consumers from a providerinitial beta release in November. Through the Invoice module, payments can be accepted by credit cards using the Stripe integration.:* [[Why?]] | [[How]]<!-- 44457 - Provider / Consumer List View Filter -->
==Notes for Admins=====New User Accounts Will Become Disabled After Inactive PeriodStyle Sheet for XML Budgets and Defined Default Classes=== 77277After a period Updated the style of inactivity users accounts will now become deactivated. Based on your privacy policy settings an account can become fully disabled or XML data custom fields with a password reset must be requested to regain accessnew default style sheet. These policies can be configured from within This enhancement eliminates the company security settings and allows need for different actions based on internal and external usershand coding HTML styling when creating XML data fields.:* [[Style Sheet for XML Budgets and Defined Default Classes - Why?|Why?]] | [[Style Sheet for XML Budgets and Defined Default Classes|How]]<!-- 42897 36544 - Disable Account (i.e. expire account if unused) Create a new style sheet for XML budgets and define default classes for cells -->
===New Add Font Weight and Color Settings to List ColumnsArcadia X Layout Picker===This enhancement add The Arcadia X Pre-Made Layout Picker enables the ability to easily select a column font color point-and-click configuration of different portal layouts using pre-made templates and the choice of Arcadia X themes and specify whether backgrounds. Arcadia X layouts built using the column text is boldfacelayout picker are responsive by default. [[Image:List_view_font_weight_and_color<!--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.png|link=]]-->:* [[Arcadia X Layout Picker - Why?|Why?]] | [[Arcadia X Layout Picker|How]]<!--46372 37891 - Add Font weight and color settings to list columnsArcadia X Layout picker (template for section creation) -->
===Updated Style of Arcadia TabsNew SmartField PDF Page Options===Now the look This enhancement enables greater control of Arcadia Tabs have been updated PDF documents generated from SmartField Views. Easily control page breaks and changes to include an accent color stylingpage 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-->
===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.:* [[Custom_Field_Type:_Dynamic_Data_–_Dynamic_Control_Field#Enhancements|Why?]]<!-- 46437 37465 - Arcadia Tabs are boring and grey Revamp Dynamic Control fields -->
===New Control Page Breaks Extended Record Lock Feature to Contact and Page Orientation With SmartField PDF OptionsCompany Records===The Record Lock feature ensures that only one person may be editing a record at any given time. This enhancement enables greater control of PDF documents generated from SmartField Views by one-click control extends the Record Lock functionality to include Contacts and Organizations, and eliminates the possibility of page breaks and page orientationtwo users concurrently editing these records.[[Image:Smartfield_pdf_options.png|link=]]* [[Image:Smartfield_pdf_options_example.pngRecord Lock Feature Added when Modifying Contacts and Companies - Why?|link=]]:* [[Why?]] | [[Record Lock Feature Added when Modifying Contacts and Companies|How]]<!-- 39232 - Would Like to Lock Contact Record when in Edit Mode -->
===Enhanced Message Queue Functionality and Re-Sending of Failed Emails===Updated the message queue list with the ability to easily discover and re-send failed emails.:* [[Message Queue Functionality Enables Re-Sending of Failed Emails - Why?|Why?]] | [[Message Queue|How]]<!--45228 45566 - Can’t use page break or rotate inside smartfieldsEmails Failing -->