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==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 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:
<!--due to issues with data exchange we will continue support for TLS1.0 for this upgrade====Configuring the Privacy and Security Settings=Discontinuing Support for TLS1.0===# Choose In order to maintain the security posture of your server we will be discontinuing support for the ConfigurationTLS1.0 SSL protocol. We previously discontinued support for SSLv3 and introduced TLS1.0, TLS1.1, '''[[Global Settings]]''' menuand TLS1.# Click on 2 and are now discontinuing TLS1.0. This change will be transparent and not affect anyone keeping their computer up to date with the '''Privacy latest component and security patches available, which should be all our customers and Security''' tab# Complete community. SSL is the privacy settings options# Click '''Save''' communication methodology employed between your web browser and server to save communicate securely and privately. For more information on whether you will be affected by this change you can visit the policyfollowing 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-->
====Additional Settings=Enhanced Visual Styles for Tabs and Captions in Arcadia===You must set 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 following settingsintroduction 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-->
====Notes=Enhanced Level 3 List Views With Ability to Search Level 2 Fields===* Each field includes A past enhancement allowed you to display Level 2 fields within a last modified by 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 modified date stampfilters.:* Policy formats include rich text format and URL to webpage containing the policy[[Level 2 Fields Now Visible in Level 3 List Views - Why?|Why?]] | [[Level 2 Fields Now Visible in Level 3 List Views|How]]* Additional policies can be added by clicking the '''+''' <!-- 43980 - View L2 Fields in L3 List View (plus iconLike L2 List Views) at the bottom of the Country - Language settings->
====See AlsoUpdated 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-->
==On-Demand System Upgrades==Configuring the Contact and Companies Record Lock====# Click on the '''Configuration''' menu, then select the '''[[Global Settings]]''' option.# Navigate to The following features are available immediately with the '''Organizations & Users''' tab.# Under application of the '''Int Company & Ext Account Settings''' and '''Int User & Ext Contact Settings''' sectionsupgrade, locate the '''Enable Record Lock''' option.# Add a check mark to enable the record lock.====Notes====* This feature can but must first be enabled or configured separately for both companies and users====Also See====* Record Lockby a System Administrator:
===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?]]<!-- 39232 | [[How]]44457 - 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 the search feature enables user accounts to reports page. For organizations with many reports, or organizations who expect to generate many reports over time, this is become disabled after a welcomed enhancementspecified period of inactivity. The reports page now has search functionality giving you Controlled by the ability to quickly filter reports by column namePassword Policy settings, rolean account can become disabled, status, and typerequiring 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) -->
==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 -->
===Enhanced Custom Field List Views Now Display Last Modified DateNew Contact Invitations===This enhancement adds 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 '''last modified date''' field system. To facilitate this, invited contacts can accept or decline the invitation to associate them to '''[[Custom Fields Overview|Custom Field]]''' list viewsthe record. This data is useful when tracking changes made Contacts who are new will be directed to these list viewsa contact sign-up page where you can then control their registration behavior.:* [[Contact Invitations - Why?|Why?]] | [[Contact Invitations | How]]<!-- 35656 46588 - Add date last modified to custom field list view L1 invitation functionality --> ===New Assign Many Objects to Many Objects With the Assignment List View - Phase 1 911===77277This feature adds the ability to assign many objects to many objects through the new Assignment List View feature. This feature will allow you to easily attach a group of reviewers to a Level One, assign many users to one or many organizations, even attach 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. ====Configuring the Assignment List View=========Add an Assignment Type=====To begin a assigning users and to UTA objects, an assignment type must first be added.# Choose the desired UTA, click on the '''Settings''' icon.# Navigate to the Level One.# In the Level One Provider settings, click on the '''Assignment List View Settings''' hyperlink.# The '''Assignment Types''' page is displayed.# Click on the '''+''' New Assignment Type icon.# Complete the New Assignment Type page.# Click '''Save'''.: New Assignment Type options include::: Display Order -:: Assignment Name -:: Description -:: View Roles -:: Assign -:: Assign As -:: Trigger Workflow -:: Run Template Formula -
=====Assigning the Users to UTA Level New Assignment Panels - Phase 1's=====# Navigate to the UTA where you've added the New Assignment Type. If this step has not been completed please see the section '''Add an Assignment Type'''.# From Panels allows the navigation bar click on the '''Assignment List View''' icon.# The '''Assignment List View''' page is displayed. This page is comprised of two different list views arranged side simultaneously and easily search and bulk assign users to siderecords. The list view on This first phase adds the left displays ability to assign users. The list view on the right displays level 1's. The assignment type(s) that where configured in the previous section will appear in the '''Assignments''' drop down box. The Assigned Role drop down box allows the selection of specific roles.# Assign Users and Level One's by dragging and dropping each user and Level One one panel to the sections titled '''Drag Users Here''' and '''Drag Level One Here'''.# Click on 1 records in the '''Continue''' button# The Confirm Assignment lightbox is displayedother panel. This page summarizes that assignments were requested.# Click on feature will be expanded in the '''Assign''' button future to complete the allow assignmentto and from more record types. ====Additional Settings====You must set the following settings:====Notes==== *[[Image:Assignment List View Icon.png]]<br /><br />[[Image:Assignment_l_v_1.png]]<br /><br />[[Image:Assignment_List_View_Illustrated.gif]]<br /><br /> :* [[Panels - Why?|Why?]] | [[Assignment Panels|How]]
<!-- 35842 - 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 -->
===Enhanced Revamp Dynamic Control fieldsStripe e-Payment Integration===77277This 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 same functionalityStripe integration.:* [[Why?]] | [[How]]<!-- 37465 - Revamp Dynamic Control fields -->
<!--The system can now generate a payment form from a Level2 invoice and collect a credit card payment using the Stripe integration.
[[Image:Stripe_form.png]]
-->
:* [[Stripe Payment Processor Integration - Why?|Why?]]<!-- | [[How]] -->
<!-- 43318 - Stripe Integration -->
<!-- 42475 - Payment Form -->
==Notes for Admins=Enhanced Password Policy Options====New Style Sheet for XML Budgets and Defined Default Classes===77277This feature adds an additional option to Updated the password policy ensuring style of XML data custom fields with a user’s ID (in its entirety) cannot be or part of new default style sheet. This enhancement eliminates the user's password, or the whole passwordneed for hand 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]]<!-- 44147 36544 - Platform password policy enhancement 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) -->
[[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 -->
===Extended Record Lock Feature to Contact and Company Records===
The Record Lock feature ensures that only one person may be editing a record at any given time. This enhancement extends the Record Lock functionality to include Contacts and Organizations, and eliminates the 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]]
<!-- 39232 - Would Like to Lock Contact Record when in Edit Mode -->