Difference between revisions of "Template:March2022Upgrade"

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==Global System Upgrades==
 
==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:
 
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:
 +
  
  
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<!--116874 - Classic options on User and organization signup pages-->
 
<!--116874 - Classic options on User and organization signup pages-->
  
−
====Added IP Restrictions for Role-Based Login====
 
−
Added ability to set IP restrictions for role-based login access. To set up, navigate to '''Global Settings''' >''' Users''' tab > '''Roles''' > Edit a role > '''Permissions''' tab >''' Login Restriction'''. By entering a list of accepted IP addresses, only users with one of those IP addresses may log in to the system with the role.
 
−
 
−
'''<u>Note:</u>''' Restricting IP addresses may be used as an additional layer of security but IP address restriction is not considered secure for authentication on its own.
 
−
 
−
[[File:2021-11-ticket-133359.jpg|thumb|none|800px|caption.]]
 
−
 
−
<!--133359 - Add the ability to set an IP restriction for logins-->
 
−
====Added Default Layout for Advanced Data Tables====
 
−
Added a new default layout for the custom field '''Special - Advanced Data Table''' to make it simpler to set up this type of field. To use these new options, create or navigate to a custom field of type '''Special - Advanced Data Table'''. For the new option '''Page Layout''', select "Default". This will surface the new setup options for '''Page Title''' and '''Page Instructions'''. The '''Section Builder''' has also been updated to include new options for '''Display Order''' (under the '''Section Details''' tab) and '''Visibility Condition''' (under the '''Permissions and Availability''' tab).
 
−
 
−
[[File:2022-03-ticket-125057.jpg|thumb|none|800px|caption.]]
 
−
<!--125057 - Advanced Data Table- make it simple (Default Layout)-->
 
  
 
====Added Pre-Processing for JSON Files in Autoloader====
 
====Added Pre-Processing for JSON Files in Autoloader====
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<!--125883 - Additional Feature for JSON format in autoloader-->
 
<!--125883 - Additional Feature for JSON format in autoloader-->
 
===Minor Updates===
 
===Minor Updates===
−
====Added Custom Unlink Message for ORCID====
 
−
Updated the ORCID '''User Standard Field''' to include a customizable alert message for when ORCID users click the '''Unlink Account''' button. To personalize the message for systems that have integrated with ORCID, navigate to '''Global Settings''' > '''Users''' tab > '''Standard Fields''' > '''ORCID''' > '''Unlink Button Alert'''.
 
−
 
−
[[File:2022-03-ticket-123794.jpg|thumb|none|800px|caption.]]
 
  
−
<!--123794 - Ability to edit ORCID Unlink Account Message-->
 
 
====Added Type Icon Color Options for List Views====
 
====Added Type Icon Color Options for List Views====
 
Added an option in the list view settings where the user can choose between the '''Type''' or '''Status''' for the icon color. To view, edit or create a new list view > '''Properties''' tab > '''Color Code Based On'''.
 
Added an option in the list view settings where the user can choose between the '''Type''' or '''Status''' for the icon color. To view, edit or create a new list view > '''Properties''' tab > '''Color Code Based On'''.
Line 74: Line 57:
  
 
===Minor Updates===
 
===Minor Updates===
 +
====Updated the Ability to Set Role-Based IP Restrictions for Login====
 +
You can now set an allow list of IP addresses per role which will be used to only allow certain IP addresses to log into the system under a specific role. To see the new setting for this additional layer of security, navigate Global Settings > Users tab > Roles > Edit a role > Permissions tab. .
 +
 +
'''<u>Note:</u>''' Restricting IP addresses may be used as an additional layer of security but IP address restriction is not considered secure for authentication on its own.
 +
 +
[[File:2021-11-ticket-133359.jpg|thumb|none|800px|caption.]]
 +
<!--133359 - Add the ability to set an IP restriction for logins-->
 +
 +
====Added Ability to Customise the Unlink Message for ORCID====
 +
Two new inputs have been added to the ORCID User Standard Field. Specifically, “Unlink Button Alert” and “Profile Main Tab Instructions”. This gives you the ability to easily customize the messaging around unlinking accounts for your ORCID users. To see the new settings, navigate to Global Settings > Users tab > Standard Fields > ORCID.
 +
 +
[[File:2022-03-ticket-123794.jpg|thumb|none|800px|caption.]]
 +
 +
<!--123794 - Ability to edit ORCID Unlink Account Message-->
 +
 
====Added Scoring Options for Question Set Builder====
 
====Added Scoring Options for Question Set Builder====
−
Updated the custom field '''Special - Question Set Builder''' to allow for question set scoring. To enable scoring, navigate to a custom field of type '''Special - Question Set Builder''' and toggle on '''Enable Scoring'''. Go to a Level 1 record with this field and create a new question in the question set builder. There will now be two additional columns for '''Correct Answer''' and '''Score'''. The results of the scoring can be retrieved using AJAX in JSON format.  
+
Updated the custom field '''Special - Question Set Builder''' to allow for question set scoring. To enable scoring, navigate to a custom field of type '''Special - Question Set Builder''' and toggle on '''Enable Scoring'''. Go to a Level 1 record with this field and create a new question in the question set builder. There will now be two additional columns for '''Correct Answer''' and '''Score'''. The results of the scoring can be retrieved using AJAX in JSON format.
 
<!--130455 - Question Set Scoring-->
 
<!--130455 - Question Set Scoring-->
 +
 +
====Added Default Layout for Advanced Data Tables====
 +
Added a new “Page Layout” setting for the custom field Special - Advanced Data Table so you can easily set up this field type without looking at or modifying code. To use these new options, create or navigate to a custom field of type '''Special - Advanced Data Table'''. For the new option '''Page Layout''', select "Default". This will surface the new setup options for '''Page Title''' and '''Page Instructions'''. The '''Section Builder''' has also been updated to include new options for '''Display Order''' (under the '''Section Details''' tab) and '''Visibility Condition''' (under the '''Permissions and Availability''' tab).
 +
 +
[[File:2022-03-ticket-125057.jpg|thumb|none|800px|caption.]]
 +
<!--125057 - Advanced Data Table- make it simple (Default Layout)-->
 +
 +
====Added Auto-Population Button for Custom Field Translations====
 +
Added a button called “Populate from Field” on the custom field translations screen. This convenience feature allows you to populate the translation you are currently working on with placeholder data. It pulls the placeholder values from the base field for context.
 +
 +
[[File:2022-03-ticket-125057-1.jpg|thumb|none|800px|caption.]]
 +
<!--125057 - Advanced Data Table- make it simple (Default Layout)-->
  
 
==Beta Previews==
 
==Beta Previews==

Revision as of 15:49, 25 February 2022

General Details

Upgrade Dates

Public Cloud Production release date: March 10 2022
Public Cloud Backup release date: March 1 2022

Private Cloud Production (Managed Upgrades) release date: March 24 2022
Private Cloud Backup (Managed Upgrades) release date: March 10 2022

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

Deprecation of Classic Options on User and Organization Signup Pages

Deprecated the Classic tab options for User and Organization signup pages if they are not currently being used.


Added Pre-Processing for JSON Files in Autoloader

Updated autoloader to include pre-processing for JSON file types. To see this option, go to Menu Icon > Autoloaders > Edit an autoloader > Set the File Type to "JSON"> Click the Process tab > File Pre-Processing.

Minor Updates

Added Type Icon Color Options for List Views

Added an option in the list view settings where the user can choose between the Type or Status for the icon color. To view, edit or create a new list view > Properties tab > Color Code Based On.

caption.

Added Setting to Workflows to Assign Activity Tasks Based on Owner

Added a new setting on workflow tasks that allows new activities to be assigned to users without having to create a specific UTA role as the target. To view this setting, go to Workflows > Edit a workflow > Create or edit a task of type Create New Activity > Create for Users Assigned as. This gives you the option to assign the tasks to users based on either their UTA roles or if they are the Owner.

caption.

Improved UI for Message Queue and Message Previews

Updates were made to the Message Queue list view and the subsequent View Message modal window to allow for email previews even on development instances. To see changes, go to Menu Icon > Message Queue > Sent tab and note the new View Message icon on the far right of each record. When the View Message icon is clicked, the message will preview in a modal window. If the message contained HTML tags, there will be an option to open securely in a new window.

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

Title

Description.

Minor Updates

Updated the Ability to Set Role-Based IP Restrictions for Login

You can now set an allow list of IP addresses per role which will be used to only allow certain IP addresses to log into the system under a specific role. To see the new setting for this additional layer of security, navigate Global Settings > Users tab > Roles > Edit a role > Permissions tab. .

Note: Restricting IP addresses may be used as an additional layer of security but IP address restriction is not considered secure for authentication on its own.

caption.

Added Ability to Customise the Unlink Message for ORCID

Two new inputs have been added to the ORCID User Standard Field. Specifically, “Unlink Button Alert” and “Profile Main Tab Instructions”. This gives you the ability to easily customize the messaging around unlinking accounts for your ORCID users. To see the new settings, navigate to Global Settings > Users tab > Standard Fields > ORCID.

caption.


Added Scoring Options for Question Set Builder

Updated the custom field Special - Question Set Builder to allow for question set scoring. To enable scoring, navigate to a custom field of type Special - Question Set Builder and toggle on Enable Scoring. Go to a Level 1 record with this field and create a new question in the question set builder. There will now be two additional columns for Correct Answer and Score. The results of the scoring can be retrieved using AJAX in JSON format.

Added Default Layout for Advanced Data Tables

Added a new “Page Layout” setting for the custom field Special - Advanced Data Table so you can easily set up this field type without looking at or modifying code. To use these new options, create or navigate to a custom field of type Special - Advanced Data Table. For the new option Page Layout, select "Default". This will surface the new setup options for Page Title and Page Instructions. The Section Builder has also been updated to include new options for Display Order (under the Section Details tab) and Visibility Condition (under the Permissions and Availability tab).

caption.

Added Auto-Population Button for Custom Field Translations

Added a button called “Populate from Field” on the custom field translations screen. This convenience feature allows you to populate the translation you are currently working on with placeholder data. It pulls the placeholder values from the base field for context.

File:2022-03-ticket-125057-1.jpg
caption.

Beta Previews

No features are available for beta preview this upgrade.

Notes for Admins

Title

Description.

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