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===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===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@-->Private Cloud Production (Managed Upgrades) release date:* [[Dynamic List View Filtering - Why?|Why?]] | [[How]]'''May 12th 2016'''<!-- 42404 - Dynamic List View Filtering --br />

===New Level 2 Fields Now Visible in Level 3 List Views=Global System Upgrades==This feature allows level 2 fields The new features listed below are enhancements to the SmartSimple system and will be referenced from within a level 3 list view in Arcadia X portals. Level 2 fields will also appear in Level 3 advanced searches.<!--====Selecting Level 2 Fields from Level 3 Objects====# Navigate immediately available to SmartSimple users upon the required UTA.# Click on application of the '''Level 3''' tab.# Click on the '''Edit View''' icon.# Under the '''Columns''' tab, click in any cell upgrade to view both the Level 3 fields and associated Level 2.====Also See====* [[List View Overview]]their server:

[[Image:Level2_visable_on_L3<!--due to issues with data exchange we will continue support for TLS1.0 for this upgrade===Discontinuing Support for TLS1.gif|link0===]]--->:* [[Level 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 Fields Now Visible in Level 3 List Views - Why?|Why?]] | [[Level 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 community. SSL is 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 Fields Now Visible in Level 3 List Views|How]] https://en.wikipedia.org/wiki/Template:TLS/SSL_support_history_of_web_browsers<!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) -->

===Update A User's ID Cannot be Part of a User's PasswordEnhanced Visual Styles for Tabs and Captions in Arcadia===Effective April 2016 Upgrade, a user’s ID cannot be part Updated the style of tabs and captions within the user's passwordArcadia interface for improved look and feel. These include changes to the color and style of field labels, or and the whole passwordintroduction of accent colors in tabs.:* [[A User's ID Cannot be Part of a User's Password Visual Enhancements for Arcadia Tabs and Captions (Apr 2016) - Why?|Why?]]<!-- 44147 46437 - Arcadia Tabs are boring and grey --><!--45946 - Platform password policy enhancement Arcadia Caption-->

===New Advanced Search Extended Enhanced Dynamic List View Filtering===List views and search filters have been enhanced with the ability to Organizations, Branches, 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 External Persons Connected the ability to the Level 1===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 -->

This feature enhances ===Enhanced Level 1 List Views With Ability to Search Organization and Contact Fields===A past enhancement added the advanced search for list views ability to be able to search attributes display the fields of associated objectsrecords within a Level 1 list view, and builds this enhancement now allows you the ability to also perform searches on the enhancements introduced in the January 2016 upgradethese fields with advanced search. With this enhancement The Advanced Search functionality has now been added enhanced to allow you to search the followingrecords on a Level 1:<br />

:* [[Advanced Search Extended to Organizations, Branches, and External Persons Connected to the Level 1 - Why?|Why?]] | [[Advanced_Search#Enhancements|How]]

===New Disable User Account After Inactive PeriodEnhanced Level 3 List Views With Ability to Search Level 2 Fields===This A past enhancement enables user accounts allowed you to become disabled after display Level 2 fields within a specified period of inactivityLevel 3 list view, this enhancement now allows you the ability to also perform searches on the Level 2 fields within advanced search. Controlled by the Password Policy settings, an account can become disabled, requiring a password reset This will allow you to regain accesscreate more complex searches and filters.:* [[Disable User Account After Inactive Period Level 2 Fields Now Visible in Level 3 List Views - Why?|Why?]] | [[Disable User Account After Inactive PeriodLevel 2 Fields Now Visible in Level 3 List Views|How]]<!-- 42897 43980 - Disable Account View L2 Fields in L3 List View (iLike L2 List Views) --> ===Updated Reports List Page===This enhancement extends the Arcadia list view page-style to the Reports page.e This enhancement also adds search functionality. expire account if unused) <!--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 -->

This enhancement adds the ability to easily select a column font color and specify or bold the text values of a column text font weight from in a list view through the list view settings.

===Visual Enhancements for Arcadia Tabs and CaptionsNew Currencies Now Supported in the System===Updated 40 new currencies have been added to the style list of Arcadia tabs and captions for improved look and feelstandard system currencies. These include tab accent colors and additional white space between tabs.<br />:* [[Visual Enhancements for Arcadia Tabs and Captions (Apr 2016) New Currencies Now Supported - Why?|Why?]]<!-- 46437 45534 - Arcadia Tabs are boring and grey New Currencies (for Boeing) --><!--45946 - Arcadia Caption-->

This feature enhances Consumer provider / 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]]<!-- 44457 - Provider / Consumer List View Filter -->

===New Customizable Privacy and Confidentiality Policies with Persistent HyperlinksDisable User Account After Inactive Period===Privacy is a shared responsibility. This enhancement adds the ability for organizations enables user accounts to define their own policies. Separate policies can be created for individual country and language combinations. Also added is become disabled after a Privacy & Security tab where all policies are managedspecified period of inactivity. The policies will appear on Controlled by the standard system login page as well as in the header section in user portalsPassword Policy settings, an account can become disabled, requiring a password reset to regain access.<br />:* [[Customizable Privacy and Confidentiality Policies Disable User Account After Inactive Period - Why?|Why?]] | [[Configuring Privacy, Confidentiality and Other PoliciesDisable User Account After Inactive Period|How]]<!-- 42897 - Disable Account (i.e. expire account if unused) -->

===New Annotate Specific Application and Form Fields with CommentsField Revision Annotations===Revision Annotations allows you to mark up 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 make add annotations to fields and while others the ability to edit the field value, for example when requiring users to make revisions to their forms. 

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

New Assignment Panels allows you navigate the navigation of different list views simultaneously and easily search and bulk assign users to records. This first phase is limited to adds the ability to assign users in one panel to Level 1 records in the other panel but this . This feature will be expanded to in the future to allow assignment to and from more record types. <!-- The '''Assignment List View''' feature adds the ability to assign many objects to many objects. Now assigning one or many contacts, organizations, and even Level 1s (includes Level 2 and 3 records) to one or more Level 1s is a as simple as point and click. Once fully implemented, this enhancement will enable the assignment of 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 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 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 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 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 Icon.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 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. <!--====Overview====Knowing the last modified date of a field can be useful in troubleshooting. ====Locating the feature====# Navigate to the specific UTA, click on the '''Settings''' icon.# Click on the '''Level 1, 2, or 3''' tab.# Click on the '''Custom Field''' hyperlink. [[Image:Last_modified.png|1200px]]-->:* [[Last Modified Date Added to Custom Field List Views - Why?|Why?]]<!-- 35656 - Add date last modified to custom field list view --> ===New Invite New and Existing Contacts Into The System Via Email===This new feature introduces the easy invitation of a contact to collaborate on a system record through an email invitation. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. This new feature will send invitations to contacts who currently exist as a contact in the system and to contacts who do not exist. Contacts who are new will be directed to a contact sign-up page when applicable. This simplifies the process of inviting all contacts to participate in system activities.:* [[Level 1 Email Invite - Why?|Why?]] - [[How]]<!-- 46588 - L1 invitation functionality --> ===New Create Level One 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 the a provider record.

:* [[Create Level One 1 Records in Batch from Provider - Why?|Why?]] | [[Create Consumer Records in Batch from Provider|How]]

This enhancement furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November. Through the invoice Invoice module, payments can be accepted by credit cards using the Stripe integration.

[[Image:Stripe_form.png]] -->:* [[Stripe Payment Processor Integration - Why?|Why?]] <!-- | [[How]]-->

Updated the style of XML data custom fields with a new default style sheet. This enhancement eliminates the needs to need for hand code 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]]

===Enhanced Revamp of Dynamic Control FieldsNew Arcadia X Layout Picker===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.:* [[Custom_Field_Type:_Dynamic_Data_–_Dynamic_Control_Field#Enhancements|Why?]]<!-- 37465 - Revamp Dynamic Control fields --> ===New Create Arcadia X Layouts Using Pre-Made Templates With the Layout Picker===The Arcadia X layout picker enables the point-and-click configuration of different portal sections 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.

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

<!--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]]

===Enhanced Record Lock Feature Added when Modifying Contacts and CompaniesDynamic Control Fields===Updated the design of dynamic control custom fields for more consistent and improved behavior. The Record Lock feature gives improvements were achieved through changes to the way Dynamic Control fields are rendered. While subfields are currently repeated multiple times on the first person to access a record form, in Edit mode exclusive access to the record so case that others cannot edit it until released. This enhancement extends they are available for multiple options in the Record Lock functionality to include Contacts and Organizations and eliminates dynamic control field, they will now only exist on the possibility of two users concurrently editing these recordsform once.:* [[Custom_Field_Type:_Dynamic_Data_–_Dynamic_Control_Field#Enhancements|Why?]]<!-- 37465 - Revamp Dynamic Control fields -->

===New Control Page Breaks and Page Orientation With SmartField PDF Options===This enhancement enables greater control of PDF documents generated from SmartField Views by one-click control of page breaks and page orientation.<!--[[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 Message Queue Functionality Enables and Re-Sending of Failed Emails===Updated the message queue list with the ability to easily discover and re-send failed emails that did not previously send for any number of reasons.:* [[Message Queue Functionality Enables Re-Sending of Failed Emails - Why?|Why?]] | [[Message Queue|How]]