Changes

Updated the style of tabs and captions within the Arcadia interface for improved look and feel. These include changes to the colour color and style of field labels, and the introduction of accent colors in tabs.<br />

:* [[Dynamic List View Filtering - Why?|Why?]] | [[Advanced_Search#Enhancements|How]]

A past enhancement allowed 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 within with advanced search. The Advanced Search functionality has now been enhanced to allow you to search the following records 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]]

<!--====Selecting Level 2 Fields from Level 3 Objects====# Navigate to the required UTA.# Click on the '''Level 3''' tab.# Click on the '''Edit View''' icon.# Under the '''Columns''' tab, click in any cell to view both the Level 3 fields and associated Level 2.====Also See====* [[List View Overview]] [[Image:Level2_visable_on_L3.gif|link=]]--->:* [[Level 2 Fields Now Visible in Level 3 List Views - Why?|Why?]] | [[Level 2 Fields Now Visible in Level 3 List Views|How]]

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

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 />

Revision Annotations allows you to mark up field 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 Contact InvitationInvitations===This new The Contact Invitation feature introduces simplifies the ability to invite 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 system. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. Contacts who are new will be directed to a contact sign-up page where you can then control their registration behaviour. This simplifies the process of inviting contacts to participate in system activitiesbehavior.:* [[Level 1 Email Invite Contact Invitations - Why?|Why?]] - | [[Contact Invitations | 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]]

:* [[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]]

===New Arcadia X Pre-Made Layout TemplatesPicker===The Arcadia X layout picker 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.

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

[[Image:Smartfield_pdf_options_example.png|link=]]-->

<!--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]]

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. While subfields are currently repeated multiple times on the form , in the case that they are available for multiple options in the dynamic control field, they will now only exist on the form once.

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. 

===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]]