Difference between revisions of "Template:March2022Upgrade"

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===Major Updates===
 
===Major Updates===
 
====Deprecation of Classic Options on User and Organization Signup Pages====
 
====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.
+
The following settings that were found on the “Classic Options” Tab have been Deprecated. Specifically: Internal Entry, Internal Format, Attach Web Form, Create folder for user. If these features were enabled, you will still see the settings. Otherwise, the settings will no longer be visible. If you create a new Signup page, you will no longer have the option to enable these features.  
 
<!--116874 - Classic options on User and organization signup pages-->
 
<!--116874 - Classic options on User and organization signup pages-->
  
  
−
====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'''.
 
−
 
−
<!--125883 - Additional Feature for JSON format in autoloader-->
 
 
===Minor Updates===
 
===Minor Updates===
−
 
 
====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'''.
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<!--125156 - choose type color instead of status for icons on level 1 list views-->
 
<!--125156 - choose type color instead of status for icons on level 1 list views-->
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====Added Setting to Workflows to Assign Activity Tasks Based on Owner====
 
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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'''.
 
  
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[[File:2022-03-ticket-125349.jpg|thumb|none|800px|caption.]]
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====Updates to the Sent Message Queue===
−
 
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We have added a new button called “View Message” to easily preview sent email messages in the Message Queue. Email messages that contain HTML and formatting (not plain text) will not be automatically rendered. Instead, you will have an option to open the email contents securely in a new window. To see this new functionality, navigate to Menu Icon > Message Queue > Sent tab > Click the icon on the far right of each record.
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<!--125349 - Suggestion: Allow 'Create New Activity' workflow task to refer to non-UTA role assignement targets-->
 
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====Improved UI for Message Queue and Message Previews====
 
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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.
 
 
<!--132679 - Enhancement - Improve Message Queue/Email Preview-->
 
<!--132679 - Enhancement - Improve Message Queue/Email Preview-->
  
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<!--123794 - Ability to edit ORCID Unlink Account Message-->
 
<!--123794 - Ability to edit ORCID Unlink Account Message-->
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−
====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.
 
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<!--130455 - Question Set Scoring-->
 
  
 
====Added Default Layout for Advanced Data Tables====
 
====Added Default Layout for Advanced Data Tables====
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<!--125057 - Advanced Data Table- make it simple (Default Layout)-->
 
<!--125057 - Advanced Data Table- make it simple (Default Layout)-->
  
 +
====Added Routing Options to the Create New Activity Workflow Task Type====
 +
It’s now easier to assign users to newly created Activities without the need to create specific UTA roles. This change applies to all workflow types related to a specific tracking applicaiton. 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.
 +
 +
[[File:2022-03-ticket-125349.jpg|thumb|none|800px|caption.]]
 +
 +
<!--125349 - Suggestion: Allow 'Create New Activity' workflow task to refer to non-UTA role assignement targets-->
 +
 +
 +
====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'''.
 +
 +
<!--125883 - Additional Feature for JSON format in autoloader-->
 
==Beta Previews==
 
==Beta Previews==
 
No features are available for beta preview this upgrade.
 
No features are available for beta preview this upgrade.
  
 
==Notes for Admins==
 
==Notes for Admins==
−
====Title====
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====Added Request Method of “Delete” to “Web Service – RESTful Request”====
−
Description.
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If you create a Workflow task of the type “Web Service – RESTful Request”, you now have the option to choose “Delete” as the request method.  
−
<!--Ticket-->
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<!--132904 - Make available request method 'Delete' to workflow Task Type : Web Service RESTful Request-->

Revision as of 16:17, 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

The following settings that were found on the “Classic Options” Tab have been Deprecated. Specifically: Internal Entry, Internal Format, Attach Web Form, Create folder for user. If these features were enabled, you will still see the settings. Otherwise, the settings will no longer be visible. If you create a new Signup page, you will no longer have the option to enable these features.


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.


=Updates to the Sent Message Queue

We have added a new button called “View Message” to easily preview sent email messages in the Message Queue. Email messages that contain HTML and formatting (not plain text) will not be automatically rendered. Instead, you will have an option to open the email contents securely in a new window. To see this new functionality, navigate to Menu Icon > Message Queue > Sent tab > Click the icon on the far right of each record.

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 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.

caption.

Added Routing Options to the Create New Activity Workflow Task Type

It’s now easier to assign users to newly created Activities without the need to create specific UTA roles. This change applies to all workflow types related to a specific tracking applicaiton. 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.


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.

Beta Previews

No features are available for beta preview this upgrade.

Notes for Admins

Added Request Method of “Delete” to “Web Service – RESTful Request”

If you create a Workflow task of the type “Web Service – RESTful Request”, you now have the option to choose “Delete” as the request method.

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