Difference between revisions of "Template:November2021Upgrade"
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===Minor Updates=== | ===Minor Updates=== | ||
| + | |||
| + | ====Improvements to Upload - Multiple File Storage Custom Field==== | ||
| + | Added an optional description column to the list of files in the '''Upload - Multiple Files Storage''' custom field. You can also easily set this column as be mandatory. Improved the look and feel of upload modal window to improve readability. | ||
| + | '''Note:''' The description column is not available if you enabled media library. | ||
| + | <!--115760 - multiple file upload modal refresh--> | ||
| + | <!--121427 - Media Library Functionality for Non-Media Files--> | ||
| + | |||
| + | ====Automated Scheduling for Autoloaders, Reports, and Archives==== | ||
| + | Added a new scheduler for autoloaders, report exports, and archive schedules for greater scheduling flexibility. If you have an existing report with a scheduled export set up, you will need to toggle on the new scheduler to take advantage of the new scheduling options. To access this new setting for report exports, navigate to '''Menu Icon''' > '''Reports''' > Edit a '''Report''' > Click '''Export''' in the left navigation > '''Scheduled Export''' tab > Toggle on '''Enable New Scheduler'''. | ||
| + | <!--108001 - Autoloader automated schedule--> | ||
| + | |||
| + | ====Added Ability to Import Notes to Autoloader==== | ||
| + | Added the ability to use the autoloader to import '''Notes'''. To see the new setting, navigate to the '''General''' tab on the desired autoloader. When the '''Record Type''' is set to '''Company''', '''User''' or a '''UTA''', you will be able to select '''Notes''' from the '''Item''' dropdown. | ||
| + | Note: All notes imported will appear as new notes that can only be edited by a System Administrator. | ||
| + | <!--122291 - Map Autoloader to Notes--> | ||
| + | |||
| + | ====Enhancements to System Security==== | ||
| + | Enhanced the '''System Security Summary''' page to list potential security issues with signup pages. For example, signup pages will be flagged if they create a role for new users which would enable the user to view or edit all organizations, suborganizations or their own organization. The system security summary can be found under '''Global Settings''' > '''Security''' tab. | ||
| + | |||
| + | Updated the look of indicators within the '''Organization''' and '''User Security Matrix''' for added clarity. Indicators for roles that have yet to be configured will now contain a grey circle rather than a red "x" mark. The button that clears a configuration has been relabeled "Clear" to avoid confusion. To see these changes on the '''User Security Matrix''' or '''Organization Security Matrix''', go to '''Global Settings''' > '''Security''' tab. | ||
| + | |||
| + | <!--122444 - Clarity around clear and save (Delete) buttons--> | ||
| + | <!--129570 - Security audit page enhancements and email--> | ||
| + | |||
| + | ====Title==== | ||
| + | Text. | ||
| + | <!--Note goes here--> | ||
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| + | ====Title==== | ||
| + | Text. | ||
| + | <!--Note goes here--> | ||
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Revision as of 13:43, 21 October 2021
Contents
General Details
Upgrade Dates
Public Cloud Production release date: November 11 2021
Public Cloud Backup release date: October 26 2021
Private Cloud Production (Managed Upgrades) release date: November 25 2021
Private Cloud Backup (Managed Upgrades) release date: November 11 2021
Overview
Watch this video to get a general overview of the new features in this release.
To watch this video in full screen, please click on the full screen button on the bottom right.
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:
Major Updates
Enhanced List View Search
Enhanced the list view search to always display the Type, Status, Column, and Filter dropdowns to make searching more intuitive. These drop downs filters previously were only visible when you clicked into the search box. Note: The Advanced Search icon has also changed and is now located to the far right of the search bar.
Deprecation of Non-Compact Header
Deprecated the non-compact header. All systems will automatically be switched over to use the compact header. The non-compact header is no longer supported or available.
Updated Message Display on SmartCheck Validation
Updated the display of SmartCheck validation to display messages underneath the affected fields rather than floating above fields to avoid obscuring content. The visual treatment of these messages have also been enhanced.
Updates to Lookup - Autocompelte Options Custom Field
Updated the behavior of the Lookup - Autocomplete Options custom field so that when the user first clicks into the field, a list of options will display automatically. Before, the options were only displayed once the user started typing.
Minor Updates
Improvements to Upload - Multiple File Storage Custom Field
Added an optional description column to the list of files in the Upload - Multiple Files Storage custom field. You can also easily set this column as be mandatory. Improved the look and feel of upload modal window to improve readability. Note: The description column is not available if you enabled media library.
Automated Scheduling for Autoloaders, Reports, and Archives
Added a new scheduler for autoloaders, report exports, and archive schedules for greater scheduling flexibility. If you have an existing report with a scheduled export set up, you will need to toggle on the new scheduler to take advantage of the new scheduling options. To access this new setting for report exports, navigate to Menu Icon > Reports > Edit a Report > Click Export in the left navigation > Scheduled Export tab > Toggle on Enable New Scheduler.
Added Ability to Import Notes to Autoloader
Added the ability to use the autoloader to import Notes. To see the new setting, navigate to the General tab on the desired autoloader. When the Record Type is set to Company, User or a UTA, you will be able to select Notes from the Item dropdown. Note: All notes imported will appear as new notes that can only be edited by a System Administrator.
Enhancements to System Security
Enhanced the System Security Summary page to list potential security issues with signup pages. For example, signup pages will be flagged if they create a role for new users which would enable the user to view or edit all organizations, suborganizations or their own organization. The system security summary can be found under Global Settings > Security tab.
Updated the look of indicators within the Organization and User Security Matrix for added clarity. Indicators for roles that have yet to be configured will now contain a grey circle rather than a red "x" mark. The button that clears a configuration has been relabeled "Clear" to avoid confusion. To see these changes on the User Security Matrix or Organization Security Matrix, go to Global Settings > Security tab.
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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 Global Administrator:
Major Updates
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Minor Updates
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Beta Previews
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Notes for Admins
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