Changes

Template:April2016Upgrade

2,595 bytes added, 18:13, 6 May 2016

no edit summary

==Global System UpgradesGeneral Details==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===Upgrade Dates===Public Cloud Production release date:'''April 28th 2016'''<br />

===New Currencies Now Supported in the System 911===40 new currencies have been added to the list of standard system currencies.Public Cloud Backup release date:* [[New Currencies Now Supported - Why?|Why?]]'''April 14th 2016'''<!-- 45534 - New Currencies (for Boeing) --br />

===New Dynamic List View Filtering===77277Private Cloud Production (Managed Upgrades) release date: '''May 12th 2016'''<br />

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@Private Cloud Backup (Managed Upgrades) release date:* [[Why?]] The system now allows list views to be filtered based on UTA role and system variables like User ID and Company ID. | [[How]]<!-- 42404 - Dynamic List View Filtering -->'''April 28th 2016'''

===New Annotate Specific Application and Form Fields with Comments 911===

This new features 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 />

[[Image:Annotated_field_ex.png]]<br />

:* [[Why?]] | [[How]]

<!-- 42199 - Revision comments -->

===New Privacy and Confidentiality Hyperlink Added to Login Pages by Default 911=Global System Upgrades==Privacy is a shared responsibility. This enhancement places a visible privacy and confidentiality hyperlink on The new features listed below are enhancements to the top right corner of all login pages. This makes it easier for organizations to communicate their unique privacy SmartSimple system and confidentiality responsibilities will be immediately available to their SmartSimple users in a consistent manner. Privacy IS a shared responsibility. This enhancement makes it 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 is upon the centralized place where all privacy, security, and confidentiality policies can be documented. The contents application of the Privacy and Security tab will be displayed in a new hyperlink located on all login pages.upgrade to their server:

[[Image:Privacy.png]]:* [[Why?]] | [[How]]<!-- 43930 - Privacy 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 Confidentiality community. SSL is a shared responsibility 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 Record Lock Feature Added when Modifying Contacts Visual Styles for Tabs and CompaniesCaptions in Arcadia===This optional feature locks a contact Updated the style of tabs and company record when in edit mode. This eliminates any possibility of two users from modifying captions within the same record at the same timeArcadia interface for improved look and feel. It is possible that two people could attempt These include changes 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 color and style of field labels, and company records eliminating the possibility introduction of two people editing the same record record simultaneouslyaccent colors in tabs. This feature is optional :* [[Visual Enhancements for Arcadia Tabs and can be turned on Captions (Apr 2016) - Why?|Why?]]<!-- 46437 - Arcadia Tabs are boring and off from within Global Settings grey --> Organizations & Users <!--45946 - Arcadia Caption--> Enable Record Lock (found under their corresponding section for companies/users)

===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 -->

[[Image===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 />:Enable_record_lock.png|link=]]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-->

<!-- 39232 - Would Like to Lock Contact Record when in Edit Mode -->  ===Enhanced Level 3 List Views With Ability to Search Functionality Added to Reports PageLevel 2 Fields===This A past enhancement adds the search feature allowed you to reports page. For organizations with many reports, or organizations who expect to generate many reports over timedisplay Level 2 fields within a Level 3 list view, this is a welcomed enhancement. The reports page now has search functionality giving allows you the ability to quickly filter reports by column name, role, status, also perform searches on the Level 2 fields within advanced search. This will allow you to create more complex searches and typefilters.:* [[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?]] | [[HowWhy?]]

<!-- 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-->

===Enhanced Custom Field List Views New Currencies Now Display Last Modified DateSupported in the System===This enhancement adds 40 new currencies have been added to 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 viewsof standard system currencies.:* [[New Currencies Now Supported - Why?]] | [[HowWhy?]]<!-- 35656 45534 - Add date last modified to custom field list view New Currencies (for Boeing) -->

===New Assign Many Objects to Many Objects With the Assignment List View On- Phase 1 911=Demand System Upgrades==77277This feature adds The following features are available immediately with the ability to assign many objects to many objects through application of the new Assignment List View feature. This feature will allow you to easily attach a group of reviewers to a Level Oneupgrade, assign many users to one but must first be enabled or many organizations, even attach configured by a Level 1 to one or more Level Ones. Once fully implemented, this enhancement adds the ability to assign 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.System Administrator:

[[Image:Assignment List View Icon===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.png]]<br /><br />:* [[Image:Assignment_l_v_1.pngCustomizable Privacy and Confidentiality Policies - Why?|Why?]]<br /><br />| [[Image:Assignment_List_View_Illustrated.gifConfiguring Privacy, Confidentiality and Other Policies|How]]<br /><br /!-- 43930 - Privacy and Confidentiality is a shared responsibility -->

===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.:* [[Creating Provider / Consumer List View Search and Filter Functionality - Why?|Why?]] <!-- | [[How]]<!-- 35842 44457 - Assignment Provider / Consumer List View Filter -->

===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.<br />

:* [[Disable User Account After Inactive Period - Why?|Why?]] | [[Disable User Account After Inactive Period|How]]

<!-- 42897 - Disable Account (i.e. expire account if unused) -->

===Enhanced Revamp Dynamic Control fields===

77277

This enhancement changes the way Dynamic Control fields are rendered, however it retains the same functionality.

:* [[Why?]] | [[How]]

<!-- 37465 - Revamp Dynamic Control fields -->

==Beta Previews==

===New Field Revision Annotations===

Revision 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 />

[[Image:Annotated_field_ex.png]]<br />

-->

:* [[Field Revision Annotations - Why?|Why?]]<!-- | [[How]]-->

<!-- 42199 - Revision comments -->

===New Level 2 Fields Now Visible in Level 3 List ViewsContact Invitations===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 in Arcadia X portalssystem record through an email invitation. Level 2 fields will It also appear allows for the invitation of new contacts that do not currently exist in Level 3 advanced searchesthe system. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record.[[Image:Level2_visable_on_L3Contacts who are new will be directed to a contact sign-up page where you can then control their registration behavior.gif|link=]]:* [[Contact Invitations - Why?|Why?]] | [[Contact Invitations | How]] <!-- 43980 46588 - View L2 Fields in L3 List View (Like L2 List Views) L1 invitation functionality -->

===Enhanced Password Policy OptionsNew Assignment Panels - Phase 1===77277Assignment Panels allows the navigation of different list views simultaneously and easily search and bulk assign users to records. This feature first phase adds an additional option the ability to assign users in one panel to Level 1 records in the password policy ensuring a user’s ID (other panel. This feature will be expanded in its entirety) cannot be or part of the user's password, or the whole passwordfuture to allow assignment to and from more record types.:* [[Assignment Panels - Why?|Why?]] | [[Assignment Panels|How]]<!-- 44147 35842 - Platform password policy enhancement 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.

<!-- 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 -->

===Provider / Consumer List View FilterEnhanced Stripe e-Payment Integration===77277This 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 -->

===New Advanced Search Extended to Orgs, Branches, <!--The system can now generate a payment form from a Level2 invoice and External Persons Connected to collect a credit card payment using the L1===Stripe integration.This feature is an enhancement on the List View Parent and Child feature introduced in the January 2016 upgrade[[Image:Stripe_form. With this enhancement Advanced Search functionality has been added to the following:<br />png]]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 /-->:* [[Stripe Payment Processor Integration - Why?|Why?]] <!-- | [[How]]--><!-- 44524 43318 - Stripe Integration --><!- List View Parent and Child - Part II 42475 - Advanced Search The Michael Jordan TicketPayment Form -->

==Notes for Admins=====New User Accounts Can Become Disabled After Inactive PeriodStyle Sheet for XML Budgets and Defined Default Classes===After a period Updated the style of inactivity users accounts will now become deactivated. Based on defined privacy policy settings, an account can become fully disabled or require XML data custom fields with a password reset 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 Arcadia X Layout Picker===

The 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.

<!--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. -->

:* [[Arcadia X Layout Picker - Why?|Why?]] | [[Arcadia X Layout Picker|How]]

<!-- 37891 - Arcadia X Layout picker (template for section creation) -->

===New Font Weight and Color Settings to List View Columns===This enhancement adds the ability to easily select a column font color and specify whether the column text is boldface. [[Image:List_view_font_weight_and_color.png|link=]]:* [[Font Weight and Color Settings for List View Columns - Why?|Why?]] | [[How]]<!--46372 - Add Font weight and color settings to list columns--> ===Updated Style of Arcadia Tabs===The look of Arcadia Tabs have been updated to include an accent color styling.<br /><br />[[Image:Updated_style_of_arcadia_styles_1.png|link=]]<br />* ''The Arcadia tab with updated styling (above)''<br />[[Image:Updated_style_of_arcadia_styles_2.png|link=]]<br />* ''The Arcadia tab look prior to new styling (above)''<br /><!-- 46437 - Arcadia Tabs are boring and grey --> ===New Control Page Breaks and Page Orientation With SmartField PDF Page Options===This enhancement enables greater control of PDF documents generated from SmartField Views by one-click . Easily control of page breaks and changes to page orientationwithin 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===

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. 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. '''Note:''' If a Submit Button is associated with both a role and UTA role, the UTA role permission will take precedence.

-->

:* [[Role Permissions for Submit Buttons - Why?|Why?]] | [[Submit & Save Buttons#Enhancements|How]]

<!-- 40243 - Role Permission for Submit button -->

==On-Demand System Upgrades=Enhanced Dynamic Control Fields===Updated the design of dynamic control custom fields for more consistent and improved behavior. The following features 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 also available immediately with for multiple options in the application of dynamic control field, they will now only exist on the upgrade, but must first be enabled or configured by a System Administratorform once.:* [[Custom_Field_Type:_Dynamic_Data_–_Dynamic_Control_Field#Enhancements|Why?]]<!-- 37465 - Revamp Dynamic Control fields -->

===Enhanced Stripe e-Payment Integration 911Extended Record Lock Feature to Contact and Company Records===77277The Record Lock feature ensures that only one person may be editing a record at any given time. This enhancement furthers extends the integration with contemporary payments service, StripeRecord Lock functionality to include Contacts and Organizations, and builds on eliminates the initial beta release in November. The system can now generate a payment form from a Level2 invoice and collect a credit card payment using the Stripe integrationpossibility of two users concurrently editing these records.  [[Image:Stripe_form.png]]:* [[Record Lock Feature Added when Modifying Contacts and Companies - Why?]] | [[How]]<!-- 43318 - Stripe Integration --> ===New Create Arcadia X Layouts Using Pre-Made Templates With the Layout Picker 911===The Arcadia X layout picker enables the point-and-click configuration of portal sections using pre-made templates and the choice 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 devices. 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.:* [[Why?]] | [[Record Lock Feature Added when Modifying Contacts and Companies|How]]<!-- 37891 39232 - Arcadia X Layout picker (template for section creation) Would Like to Lock Contact Record when in Edit Mode -->

===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. If a Submit button is associated with both a role and UTA role, the UTA role permission will take precedence. 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 Enhanced Message Queue Functionality and UTA role permissions to Submit buttons giving admins more flexibility when configuring them.:* [[Why?]] | [[How]]<!Re-- 40243 - Role Permission for Submit button --> ===Data Packaging and Data Exchange Enhancements 911Sending of Failed Emails===This enhancement is Updated 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 data. For the April 2016 upgrade, UTA packaging and unpackaging is available. This meta data exchange enhancement allows UTA data to be extracted from an instance, packaged, and then loaded / installed into another instance message queue list with minimal effort. 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, discover and much morere-send failed emails.:* [[Message Queue Functionality Enables Re-Sending of Failed Emails - Why?]] | [[How]]<!-- 44695 - SS Meta data exchange --> ===Batch create Level one from Provider===77277This 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:* [[Why?]] | [[Message Queue|How]]<!-- 44779 45566 - Batch create Level one from Provider Emails Failing -->

• ← Older edit

Alvin Thompson

2,004

edits