Difference between revisions of "Template:April2016Upgrade"

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−
==Global System Upgrades==
+
==General 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 />
  
 +
Public Cloud Backup release date: '''April 14th 2016'''<br />
  
−
==On-Demand System Upgrades==
+
Private Cloud Production (Managed Upgrades) release date: '''May 12th 2016'''<br />
−
The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
 
  
 +
Private Cloud Backup (Managed Upgrades) release date: '''April 28th 2016'''
  
−
===New Dynamic List View Filtering===
 
−
This enhancement adds the following functionality to list views including adding the ability to set a list view for multiple roles, adding the ability to filter a list view based on UTA role, and adding the ability to filter list views based on system variables such as @userid@ and @companyid@
 
−
:* [[Why?]] | [[How]]
 
−
<!-- 42404 - Dynamic List View Filtering
 
−
Why: The system now allows list views to be filtered based on UTA role and system variables like User ID and Company ID.  This reduces issues for organizations with large numbers of list views by displaying only relevant list views to users based on their specific role and other identifiers.
 
−
-->
 
  
 +
==Global System Upgrades==
 +
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:
  
−
===New Annotate Specific Application and Form Fields with Comments===
+
<!--due to issues with data exchange we will continue support for TLS1.0 for this upgrade
−
This new features enables organizations who receive applications and forms to add field-level comments for applicants to review and revise.
+
===Discontinuing Support for TLS1.0===
−
:* [[Why?]] | [[How]]
+
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 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 https://en.wikipedia.org/wiki/Template:TLS/SSL_support_history_of_web_browsers
−
<!-- 42199 - Revision comments
 
−
This feature allows organizations to better communicate feedback with applicants by allowing them to add comments on specific fields on submitted applications and forms. The process allows the annotated fields to be editable while other fields cannot be modified.
 
 
-->
 
-->
  
 +
===Enhanced Visual Styles for Tabs and Captions in Arcadia===
 +
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 introduction 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-->
  
−
===Enhanced Stripe Integration===
+
===Enhanced Dynamic List View Filtering===
−
This enhancement furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November.
+
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.
−
:* [[Why?]] | [[How]]
+
<!--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@-->
−
<!-- 43318 - Stripe Integration -->
+
:* [[Dynamic List View Filtering - Why?|Why?]] | [[Advanced_Search#Enhancements|How]]
 +
<!-- 42404 - Dynamic List View Filtering -->
  
 +
===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 />
 +
: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-->
  
−
===New Arcadia X Layout Picker===
+
===Enhanced Level 3 List Views With Ability to Search Level 2 Fields===
−
The Arcadia X layout picker enables the point-and-click configuration of sections using pre-made templates and the choice of Arcadia X themes and backgrounds. All Arcadia X sections built using the layout picker are responsive.
+
A past enhancement allowed you to display Level 2 fields within a 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 filters.
−
:* [[Why?]] | [[How]]
+
:* [[Level 2 Fields Now Visible in Level 3 List Views - Why?|Why?]] | [[Level 2 Fields Now Visible in Level 3 List Views|How]]
−
<!-- 37891 - Arcadia X Layout picker (template for section creation)  
+
<!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) -->
−
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.
 
−
-->
 
−
 
 
  
−
<!--
+
===Updated Reports List Page===
−
===Create a new style sheet for XML budgets and define default classes for cells===
+
This enhancement extends the Arcadia list view page-style to the Reports page.  This enhancement also adds search functionality.
−
This enhancement adds basic styling to XML budgets via predefined CSS. The results are XML budgets that look good without any independent styling.
+
<!--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.-->
−
:* [[Why?]] | [[How]]
+
<!-- [[Image:Search_functionality_on_reports.png|Link=|800px]] -->
−
-->
+
:* [[Reports Page Updated With Modern List Style and Search Functionality - Why?|Why?]]
−
<!-- 36544 - Create a new style sheet for XML budgets and define default classes for cells -->
+
<!-- 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-->
  
−
===New Privacy and Confidentiality Hyperlink Added to Login Pages by Default===
+
===New Currencies Now Supported in the System===
−
Privacy is a shared responsibility. This enhancement places a visible privacy and confidentiality hyperlink on the top right corner of all login pages.  This makes it easier for organizations to communicate their unique privacy and confidentially responsibilities to their users in a consistent manner.
+
40 new currencies have been added to the list of standard system currencies.
−
:* [[Why?]] | [[How]]
+
:* [[New Currencies Now Supported - Why?|Why?]]
−
<!-- 43930 - Privacy and Confidentiality is a shared responsibility
+
<!-- 45534 - New Currencies (for Boeing) -->
−
Privacy is a shared responsibility. This enhancement makes it even 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 makes is a new centralized place where all privacy, security, and confidentiality policies can be documents.  The contents of the Privacy and Security tab will be displayed in a new hyperlink located on all login pages.
 
−
-->
 
  
  
−
===Enhanced Record Lock Feature Added when Modifying Contacts and Companies===
+
==On-Demand System Upgrades==
−
This optional feature locks a contact and company record when in edit mode. This eliminates any possibility of two users from modifying the same record at the same time.
+
The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
−
:* [[Why?]] | [[How]]
 
−
<!-- 39232 - Would Like to Lock Contact Record when in Edit Mode
 
−
Although unlikely, it is possible that two people could attempt 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 and company records eliminating two possibility of two people editing the same record record simultaneously. This feature is optional and can be turned on and off from within Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users)
 
−
-->
 
  
 +
===New Customizable Privacy and 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 -->
  
−
===Enhanced Search Functionality Added to Reports Page===
+
===Enhanced Search and Filter Functionality Added to Provider / Consumer List Views===
−
This enhancement adds the search feature to reports page.
+
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.
−
:* [[Why?]] | [[How]]
+
:* [[Creating Provider / Consumer List View Search and Filter Functionality - Why?|Why?]]<!--  | [[How]]
−
<!-- 42000 - Search field on the Reports page
+
44457 - Provider / Consumer List View Filter -->
−
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.
 
−
-->
 
  
 +
===New Disable User Account After Inactive Period===
 +
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 />
 +
:* [[Disable User Account After Inactive Period - Why?|Why?]] | [[Disable User Account After Inactive Period|How]]
 +
<!-- 42897 - Disable Account (i.e. expire account if unused) -->
  
−
===Enhanced Custom Field List Views Now Display Last Modified Date===
 
−
Global System Upgrades<br />
 
−
This enhancement adds the last modified date to custom list views and makes it easy to determine when a custom field list view was modified. This will be particularly useful when troubleshooting changes made to list views.
 
−
:* [[Why?]] | [[How]]
 
−
<!-- 35656 - Add date last modified to custom field list view -->
 
  
 +
==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 -->
  
−
===New Role Permissions for Submit buttons===
+
===New Contact Invitations===
−
Global System Upgrades<br />
+
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 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 behavior.
−
Submit buttons can now be configured so that they are presented to users based on role and UTA role permission settings 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.
+
:* [[Contact Invitations - Why?|Why?]] | [[Contact Invitations | How]]
−
:* [[Why?]] | [[How]]
+
<!-- 46588 - L1 invitation functionality -->
−
<!-- 40243 - Role Permission for Submit button
 
−
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.
 
−
-->
 
  
−
 
+
===New Assignment Panels - Phase 1===
−
===New Ability to Assign Many Objects to Many Objects With the Assignment List View - Phase 1===
+
Assignment Panels allows the navigation of different list views simultaneously and easily search and bulk assign users to records. This first phase adds the ability to assign users in one panel to Level 1 records in the other panel. This feature will be expanded in the future to allow assignment to and from more record types.
−
Global System Upgrades<br />
+
:*[[Assignment Panels - Why?|Why?]] | [[Assignment Panels|How]]
−
This 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 ore 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.
 
−
:* [[Why?]] | [[How]]
 
 
<!-- 35842 - Assignment List View -->
 
<!-- 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 fields===
+
===Enhanced Stripe e-Payment Integration===
−
Global System Upgrades<br />
+
This enhancement furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November.  Through the Invoice module, payments can be accepted by credit cards using the Stripe integration.
−
This enhancement changes the way Dynamic Control fields are rendered, however it retains the same functionality.
 
−
:* [[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 -->
  
−
===New Level 2 Fields Now Visible in Level 3 List Views===
 
−
Global System Upgrades<br />
 
−
This feature allows level 2 fields to be referenced from within a level 3 list views in Arcadia X portals.  Level 2 fields will also appear in Level 3 advanced searches.
 
−
:* [[Why?]] | [[How]]
 
−
<!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) -->
 
  
 +
==Notes for Admins==
 +
===New Style Sheet for XML Budgets and Defined Default Classes===
 +
Updated the style of XML data custom fields with a new default style sheet. This enhancement eliminates the need 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]]
 +
<!-- 36544 - Create a new style sheet for XML budgets and define default classes for cells -->
  
−
===New SmartSimple Meta Data Exchange===
+
===New Arcadia X Layout Picker===
−
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.
+
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.  
−
:* [[Why?]] | [[How]]
+
<!--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. -->
−
<!-- 44695 - SS Meta data exchange -->
+
:* [[Arcadia X Layout Picker - Why?|Why?]] | [[Arcadia X Layout Picker|How]]
 +
<!-- 37891 - Arcadia X Layout picker (template for section creation) -->
  
 +
===New SmartField PDF Page Options===
 +
This enhancement enables greater control of PDF documents generated from SmartField Views. Easily control page breaks and changes to page orientation within a PDF generated from a SmartField View with field format settings.
 +
<!--
 +
[[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 Password Policy Options===
+
===New Role Permissions for Submit Buttons===
−
Global System Upgrades<br />
+
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.
−
This feature adds an additional option to the password policy ensuring a user’s ID (in its entirety) cannot be the whole, or part, of the user's password.
+
<!--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.  
−
:* [[Why?]] | [[How]]
+
-->
−
<!-- 44147 - Platform password policy enhancement -->
+
:* [[Role Permissions for Submit Buttons - Why?|Why?]] | [[Submit & Save Buttons#Enhancements|How]]
 +
<!-- 40243 - Role Permission for Submit button -->
  
 +
===Enhanced Dynamic Control Fields===
 +
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.
 +
:* [[Custom_Field_Type:_Dynamic_Data_–_Dynamic_Control_Field#Enhancements|Why?]]
 +
<!-- 37465 - Revamp Dynamic Control fields -->
  
−
===Provider / Consumer List View Filter===
+
===Extended Record Lock Feature to Contact and Company Records===
−
Global System Upgrades<br />
+
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.
−
This feature enhances standard list views with the ability to view a subset of consumers from a provider.
+
:* [[Record Lock Feature Added when Modifying Contacts and Companies - Why?|Why?]] | [[Record Lock Feature Added when Modifying Contacts and Companies|How]]  
−
:* [[Why?]] | [[How]]
+
<!-- 39232 - Would Like to Lock Contact Record when in Edit Mode -->
−
<!-- 44457 - Provider / Consumer List View Filter -->
 
  
−
 
+
===Enhanced Message Queue Functionality and Re-Sending of Failed Emails===
−
===List View Parent and Child Advanced Search===
+
Updated the message queue list with the ability to easily discover and re-send failed emails.
−
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 />
+
:* [[Message Queue Functionality Enables Re-Sending of Failed Emails - Why?|Why?]] | [[Message Queue|How]]
−
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 />
+
<!-- 45566 - Emails Failing -->
−
:* [[Why?]] | [[How]]
 
−
<!-- 44524 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket -->
 
−
 
 
−
 
 
−
===Batch create Level one from Provider===
 
−
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
 
−
:* [[Why?]] | [[How]]
 
−
<!-- 44779 - Batch create Level one from Provider -->
 

Latest revision as of 13:13, 6 May 2016

General Details

Upgrade Dates

Public Cloud Production release date: April 28th 2016

Public Cloud Backup release date: April 14th 2016

Private Cloud Production (Managed Upgrades) release date: May 12th 2016

Private Cloud Backup (Managed Upgrades) release date: April 28th 2016


Global System Upgrades

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:


Enhanced Visual Styles for Tabs and Captions in Arcadia

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 introduction of accent colors in tabs.

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.

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:

a) the organization connected to the Level 1
b) the branch connected to the Level 1
c) the external person connected to the Level 1
d) the internal person connected to the Level 1

Enhanced Level 3 List Views With Ability to Search Level 2 Fields

A past enhancement allowed you to display Level 2 fields within a 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 filters.

Updated Reports List Page

This enhancement extends the Arcadia list view page-style to the Reports page. This enhancement also adds search functionality.

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.

New Currencies Now Supported in the System

40 new currencies have been added to the list of standard system currencies.


On-Demand System Upgrades

The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:

New Customizable Privacy and 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.

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.

New Disable User Account After Inactive Period

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.


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.

New Contact Invitations

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 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 behavior.

New Assignment Panels - Phase 1

Assignment Panels allows the navigation of different list views simultaneously and easily search and bulk assign users to records. This first phase adds the ability to assign users in one panel to Level 1 records in the other panel. This feature will be expanded in the future to allow assignment to and from more record types.

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.

Enhanced Stripe e-Payment Integration

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


Notes for Admins

New Style Sheet for XML Budgets and Defined Default Classes

Updated the style of XML data custom fields with a new default style sheet. This enhancement eliminates the need for hand coding HTML styling when creating XML data fields.

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.

New SmartField PDF Page Options

This enhancement enables greater control of PDF documents generated from SmartField Views. Easily control page breaks and changes to page orientation within a PDF generated from a SmartField View with field format settings.

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.

Enhanced Dynamic Control Fields

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.

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.

Enhanced Message Queue Functionality and Re-Sending of Failed Emails

Updated the message queue list with the ability to easily discover and re-send failed emails.

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