Changes

==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 />

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 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-->

Policies (Configurable for individual countries)===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@-->:* Country [[Dynamic List View Filtering - Why?|Why?]] | [[Advanced_Search#Enhancements|How]]* Language <!-- 42404 - Dynamic List View Filtering -->

Country - Language (Settings===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 />* Link Name -:d) the internal person connected to the Level 1<br />:* Introduction [[Advanced Search Extended to Organizations, Branches, and External Persons Connected to the Level 1 - Why?|Why?]] | [[Advanced_Search#Enhancements|How]]* Privacy Policy <!- * Communications Policy - * Data Access 44524 - * Accountability List View Parent and Child - * Data Confidentiality Part II - * Performance Integrity Advanced Search The Michael Jordan Ticket- * International Data Privacy - >

====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 -->

[[Image:Privacy.png]]===New Currencies Now Supported in the System===[[Image:Privacy_and_Security_page40 new currencies have been added to the list of standard system currencies.png]]:* [[New Currencies Now Supported - Why?]] | [[HowWhy?]]<!-- 43930 45534 - Privacy and Confidentiality is a shared responsibility New Currencies (for Boeing) -->

====Configuring the Contact New Customizable Privacy and Companies Record Lock=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.:* [[Customizable Privacy and Confidentiality Policies - Why?|Why?]] | [[Configuring Privacy, Confidentiality and Other Policies|How]]<!-- 43930 - Privacy and Confidentiality is a shared responsibility -->

# Click on ===New Disable User Account After Inactive Period===This enhancement enables user accounts to become disabled after a specified period of inactivity. Controlled by the '''Configuration''' menuPassword Policy settings, an account can become disabled, then select the '''requiring a password reset to regain access.<br />:* [[Disable User Account After Inactive Period - Why?|Why?]] | [[Global SettingsDisable User Account After Inactive Period|How]]''' option.# Navigate to the '''Organizations & Users''' tab.# Under the '''Int Company & Ext <!-- 42897 - Disable Account Settings''' and '''Int User & Ext Contact Settings''' sections, locate the '''Enable Record Lock''' option(i.# Add a check mark to enable the record locke.expire account if unused) -->

==Beta Previews==Also See===New Field Revision Annotations===  * Record Lock [[Image:Enable_record_lockRevision 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.png|link=]]:* [[Why?]] | [[How]]  <!-- 39232 - Would Like This feature enables organizations who receive applications and forms to Lock Contact Record when in Edit Mode -add field-> ===Enhanced Search Functionality Added level comments for applicants to Reports Page===review and revise. This enhancement adds the search feature allows organizations to reports page. For organizations better communicate feedback with many reports, or organizations who expect applicants by enabling them to add comments to generate many reports over time, this is a welcomed enhancementspecific fields on submitted applications and forms. The reports page now has search functionality giving you This process allows the ability annotated fields to quickly filter reports by column name, role, status, and typebe editable only.[[Image:Annotations_Notes_Drawer_1.png]]<br /><br />[[Image:Search_functionality_on_reportsAnnotation_add_new_anno_icon.png]]<br /><br />[[Image:Annotated_field_ex.png]]<br />-->:* [[Field Revision Annotations - Why?|Why?]] <!-- | [[How]]--><!-- 42000 42199 - Search field on the Reports page Revision comments -->

===Enhanced Custom Field List Views Now Display Last Modified Date===This enhancement adds the '''last modified date''' field to '''[[Custom Fields Overview|Custom Field]]''' list views. This data is useful when tracking changes made to these list views. [[Image:Last_modified.png|1200px]]:* [[Why?]] | [[How]]<!-- 35656 - Add date last modified to custom field list view --> ===New Assign Many Objects to Many Objects With the Assignment List View Panels - Phase 1 911===77277This 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 or 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, Level 1, Level 2, Level 3s), to many objects. Phase in 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 panel to UTA Level 1's=====# Navigate to records in the UTA where you've added the New Assignment Typeother panel. If this step has not been completed please see the section '''Add an Assignment Type'''.# From the navigation bar click on the '''Assignment List View''' icon.# The '''Assignment List View''' page is displayed. This page is comprised of two list views arranged side to side. The list view on the left displays users. The list view on the right displays level 1's. The assignment type(s) that where configured in the previous section feature will appear be expanded 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 future to allow assignment to the sections titled '''Drag Users Here''' and '''Drag Level One Here'''.# Click on the '''Continue''' button# The Confirm Assignment lightbox is displayed. This page summarizes that assignments were requested.# Click on the '''Assign''' button to complete the assignment. ====Additional Settings====You must set the following settings:====Notes====  [[Image:Assignment List View Iconfrom more record types.png]]<br /><br />[[Image:Assignment_l_v_1.png]]<br /><br />[[Image:Assignment_List_View_Illustrated.gif]]<br /><br /> :* [[Assignment Panels - Why?|Why?]] | [[Assignment Panels|How]]

===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 -->

====Selecting Level 2 Fields from Level 3 Objects=New Arcadia X Layout Picker===# Navigate to The Arcadia X Pre-Made Layout Picker enables the required UTA.# Click on the '''Level 3''' tab.# Click on the '''Edit View''' icon.# Under the '''Columns''' tab, point-and-click in any cell to view both configuration of different portal layouts using pre-made templates and the Level 3 fields choice of Arcadia X themes and associated Level 2backgrounds.====Also See====* [[List View Overview]] [[Image:Level2_visable_on_L3Arcadia X layouts built using the layout picker are responsive by default.gif|link=]]:* [[Why?]] | [[How]] <!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) --> ===Enhanced Password Policy Options===77277This 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.:* [[Why?]] | [[How]]<!-- 44147 - Platform password policy enhancement -->  ===Provider / Consumer List View Filter===77277This feature enhances standard list views with the ability to view a subset of consumers from a provider.:* [[Arcadia X Layout Picker - Why?]] | [[How]]<!-- 44457 - Provider / Consumer List View Filter --> ===New Advanced Search Extended to Orgs, Branches, and External Persons Connected to the L1===This feature is an enhancement on the List View Parent and Child feature introduced in the January 2016 upgrade. With this enhancement Advanced Search functionality has been added to the following:<br />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 />:* [[Why?]] | [[Arcadia X Layout Picker|How]]<!-- 44524 37891 - List View Parent and Child - Part II - Advanced Search The Michael Jordan TicketArcadia X Layout picker (template for section creation) -->

 ===New User Accounts Can Become Disabled After Inactive Period===After a period of inactivity users accounts will now become deactivated. Based on defined privacy policy settings, an account can become fully disabled or require a password reset to regain access. These policies can be configured from within the company security settings and allows for different actions based on internal and external users.:* [[Why?]] | [[How]]<!-- 42897 - Disable Account (i.e. expire account if unused) -->  ===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_example.png|link=]]-->

==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 Novemberpossibility of two users concurrently editing these records. The system can now generate a payment form from a Level2 invoice :* [[Record Lock Feature Added when Modifying Contacts and Companies - Why?|Why?]] | [[Record Lock Feature Added when Modifying Contacts and collect a credit card payment using the Stripe integration.Companies|How]] <!-- 39232 - Would Like to Lock Contact Record when in Edit Mode -->

 [[Image:Stripe_form.png]]:* [[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-Enhanced Message Queue Functionality andRe-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 Sending 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?]] | [[How]]<!-- 37891 - Arcadia X Layout picker (template for section creation) --> ===New Role Permissions for Submit buttonsFailed Emails===Submit buttons can now be configured so that they are presented to users based on role and UTA role permissions reducing Updated the need for visibility conditions. If a Submit button is associated message queue list with both a role and UTA role, the UTA role permission will take precedence. Prior ability to this enhancement, Submit buttons could be associated with one or more Level One templates easily discover 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 themre-send failed emails.:* [[Why?]] | [[How]]<!-- 40243 - Role Permission for Submit button Message Queue Functionality Enables Re-Sending of Failed Emails -> ===Data Packaging and Data Exchange Enhancements 911===This enhancement is 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 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, and much more.:* [[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 -->