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 & Security''' hyperlink on all login pages. This makes it easier for organizations The new features listed below are enhancements to communicate their unique privacy, communication the SmartSimple system and confidentiality responsibilities will be immediately available to their SmartSimple users in a consistent manner. Also added is a centralized place where all privacy, security, and confidentiality policies are documented. Separate policies can be created for individual country and language combinations.<!--====Configuring upon the Privacy and Security Settings====# Choose application of the Configuration, '''[[Global Settings]]''' menu.# Click on the '''Privacy and Security''' tab# Complete the privacy settings options# Click '''Save''' upgrade to save the policy ====Additional Settings====You must set the following settingstheir server: Policies (Configurable for individual countries)* Country - * Language -

Country <!- Language (Settings)* Link Name -* Introduction - * Privacy Policy - * Communications Policy - * Data Access - * Accountability - * Data Confidentiality - * Performance Integrity - * International Data Privacy - due to issues with data exchange we will continue support for TLS1.0 for this upgrade====Notes=Discontinuing Support for TLS1.0===* Each field includes a last modified by 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 modified not affect anyone keeping their computer up to date stamp* Policy formats include rich text format with the latest component and security patches available, which should be all our customers and community. SSL is the communication methodology employed between your web browser and URL server to webpage containing the policy* Additional policies can communicate securely and privately. For more information on whether you will be added affected by clicking this change you can visit the '''+''' (plus icon) at the bottom of the Country - Language settings ====See Also====  [[Imagefollowing site to check whether your current web browser is compatible with TLS1.1 or TLS1.2 https:Privacy//en.png]][[Image:Privacy_and_Security_pagewikipedia.png]]org/wiki/Template:* [[Why?]] | [[How]]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)

====Configuring the Enhanced Level 1 List Views With Ability to Search Organization and Contact and Companies Record Lock=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 />: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-->

# Click on the '''Configuration''' menu, then select the '''[[Global Settings]]''' option.# Navigate to the '''Organizations & Users''' tab.# Under the '''Int Company & Ext Account Settings''' and '''Int User & Ext Contact Settings''' sections, locate the '''Enable Record Lock''' option.# Add a check mark to enable the record lock. ====Notes=Updated Reports List Page===* This feature can be configured separately for both companies and users ====Also See====  * Record Lock [[Image:Enable_record_lock.png|link=]]:* [[Why?]] | [[How]]  <!-- 39232 enhancement extends the Arcadia list view page- Would Like to Lock Contact Record when in Edit Mode --> ===Enhanced Search Functionality Added style to the Reports Page===page. This enhancement also adds the search feature to reports pagefunctionality. <!--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?]]

===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''' field to '''list of standard system currencies.:* [[Custom Fields OverviewNew Currencies Now Supported - Why?|Custom FieldWhy?]]''' list views. This data is useful when tracking changes made to these list views.<!-- 45534 - New Currencies (for Boeing) -->

====Overview=New Customizable Privacy and Confidentiality Policies===Knowing Privacy is a shared responsibility. This enhancement adds the last modified date of a field ability for organizations to define their own policies. Separate policies can be useful 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 troubleshootinguser portals.:* [[Customizable Privacy and Confidentiality Policies - Why?|Why?]] | [[Configuring Privacy, Confidentiality and Other Policies|How]]<!-- 43930 - Privacy and Confidentiality is a shared responsibility -->

====Locating the feature=Enhanced Search and Filter Functionality Added to Provider / Consumer List Views===# Navigate This feature enhances provider / consumer list views with the ability to the specific UTA, click search and filter results. When viewing a provider record you can apply a list view filter on the '''Settings''' iconlist of consumer records.# Click on the '''Level 1, 2, or 3''' tab.:* [[Creating Provider / Consumer List View Search and Filter Functionality - Why?|Why?]]<!-- | [[How]]# Click on the '''Custom Field''' hyperlink.44457 - Provider / Consumer List View Filter -->

==Beta Previews=====New Assign Many Objects to Many Objects With the Assignment List View - Phase 1 911Field Revision Annotations===77277The '''Assignment List View''' feature adds Revision Annotations allows you to add annotations at the ability field level and allow edits to assign many objects be made to many objectsspecific fields while keeping the rest of the record locked. This feature will allow Flexible security allows you to easily assign a group of reviewers configure role-based permissions to a Level One, assign many allow different users to one or many organizations, even assign a Level Ones 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), add annotations to many objects. Phase one of this enhancement (April 2016 Upgrade) will add fields while others the ability to attach one or many contacts to Level 1sedit the field value.<!--====Configuring the Assignment List View=========Add an Assignment Type=====To begin a assigning users This feature enables organizations who receive applications and forms to UTA objects, an assignment type must first be addedadd field-level comments for applicants to review and revise.# Choose the desired UTA, click on the '''Settings''' icon.# Navigate This feature allows organizations to better communicate feedback with applicants by enabling them to add comments to the Level One.# In the Level One Provider settings, click specific fields on the '''Assignment List View Settings''' hyperlinksubmitted applications and forms.# The '''Assignment Types''' page is displayed.# Click on This process allows the '''+''' New Assignment Type iconannotated fields to be editable only.# Complete the New Assignment Type page[[Image:Annotations_Notes_Drawer_1.png]]<br /><br /># Click '''Save'''[[Image:Annotation_add_new_anno_icon.png]]<br /><br />[[Image: New Assignment Type options include:Annotated_field_ex.png]]<br />:: Display Order -->:: Assignment Name * [[Field Revision Annotations - Why?|Why?]]<!-- | [[How]]-:: Description ->:: View Roles <!-:: Assign -:: Assign As 42199 -:: Trigger Workflow Revision comments -:: Run Template Formula ->

=====Assigning the Users to UTA Level 1's==New Contact Invitations===# Navigate to the UTA where you've added the New Assignment Type. If this step has not been completed please see The Contact Invitation feature simplifies 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 process of two list views arranged side inviting contacts to side. The list view collaborate on the left displays usersa system record through an email invitation. The list view on It also allows for the right displays level 1's. The assignment type(s) invitation of new contacts that where configured do not currently exist in the previous section will appear in the '''Assignments''' drop down boxsystem. The Assigned Role drop down box allows To facilitate this, invited contacts can accept or decline the selection of specific roles.# Assign Users and Level One's by dragging and dropping each user and Level One invitation to associate them to the sections titled '''Drag Users Here''' and '''Drag Level One Here'''record.# Click on the '''Continue''' button# The Confirm Assignment lightbox is displayed. This Contacts who are new will be directed to a contact sign-up page summarizes that assignments were requestedwhere you can then control their registration behavior.# Click on the '''Assign''' button to complete the assignment.:* [[Contact Invitations - Why?|Why?]] | [[Contact Invitations | How]]<!-- 46588 - L1 invitation functionality -->

====Additional Settings=New Assignment Panels - Phase 1===You must set Assignment Panels allows the following settings:====Notes====  [[Image:Assignment List View Iconnavigation of different list views simultaneously and easily search and bulk assign users to records.png]]<br /><br />[[Image:Assignment_l_v_1This first phase adds the ability to assign users in one panel to Level 1 records in the other panel.png]]<br /><br />[[Image:Assignment_List_View_IllustratedThis feature will be expanded in the future to allow assignment to and from more record types.gif]]<br /><br /> :* [[Assignment Panels - Why?|Why?]] | [[Assignment Panels|How]]

===Enhanced Revamp Dynamic Control fieldsNew Create Consumer Records in Batch from Provider===77277This enhancement changes new feature enables the way Dynamic Control fields are rendered, however it retains creation of consumer associated records in batch based on the same functionalitycontacts 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]]<!-- 37465 44779 - Revamp Dynamic Control fields Batch create Level one from Provider -->

===New Level 2 Fields Now Visible in Level 3 List Views===This feature allows level 2 fields to be referenced <!--The system can now generate a payment form from within a level 3 list views in Arcadia X portalsLevel2 invoice and collect a credit card payment using the Stripe integration. Level 2 fields will also appear in Level 3 advanced searches[[Image:Stripe_form.png]]-->:* [[Stripe Payment Processor Integration - Why?|Why?]]<!-- | [[How]] --><!-- 43318 - Stripe Integration --><!-- 42475 - Payment Form -->

==Notes for Admins====Selecting Level 2 Fields from Level 3 Objects=New Style Sheet for XML Budgets and Defined Default Classes===# Navigate to Updated the required UTA.# Click on the '''Level 3''' tab.# Click on the '''Edit View''' iconstyle of XML data custom fields with a new default style sheet.# Under the '''Columns''' tab, click in any cell to view both This enhancement eliminates the Level 3 need for hand coding HTML styling when creating XML data fields and associated Level 2.====Also See====:* [[List View OverviewStyle Sheet for XML Budgets and Defined Default Classes - Why?|Why?]]| [[Style Sheet for XML Budgets and Defined Default Classes|How]]<!-- 36544 - Create a new style sheet for XML budgets and define default classes for cells -->

[[Image:Level2_visable_on_L3===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.gif|link=]]-->:* [[Arcadia X Layout Picker - Why?|Why?]] | [[Arcadia X Layout Picker|How]] <!-- 43980 37891 - View L2 Fields in L3 List View Arcadia X Layout picker (Like L2 List Viewstemplate for section creation) -->

===Enhanced Password Policy Options===77277This feature adds an additional option to the password policy ensuring a user’s ID (in its entirety) cannot be or part of the user's password, or the whole password.:* [[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.:* [[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?]] | [[How]]<!-- 44524 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket-->  ===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 -->