Difference between revisions of "Template:November2024Upgrade"

Revision as of 12:43, 17 October 2024

Overview

Watch this video to get a general overview of the new features in this release.

(Coming Soon)

To watch this video in full screen, please click on the full screen button on the bottom right.

Upgrade Highlights

• item 1

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

New Workflow Option for Notifications

Added a feature to allow users to be notified of workflow acknowledgement tasks through the bell icon in the header, similiar to notification broadcasts. To see this option, go to Menu Icon > Workflows > Edit a workflow with an acknowledgement task > Edit the acknowledgement task > Message Template tab > Under Message Type, select "System Notifications". This replaces the previous "Instant Message" type. Now, instead of sending emails to internal staff for approvals, you can utilize the notifications area for a more streamlined process.

Updated Message Styling Options and Field Name Change

The "Display – Instructions" field was renamed to "Display – Message" and now includes enhanced styling options. These updates make it easier to present styled messages based on your desired logic. You can choose from the following message styles: Instructions (blue), Warning (yellow), Error (red), and Success (green). These new options are available within the custom field settings.

Upcoming Changes to the Rich Text Editor

We are introducing a new rich text editor to enhance security. While using the new editor will be optional for this release, it will become mandatory in a future update. Along with a change to the look, this new editor will no longer allow customization of the buttons.

Several features currently available will be removed in the new version, including:

• Preview, Print
• Cut, Copy, Paste, Paste Text, Paste From Word
• Undo, Redo
• Find, Replace, Select All
• Button, Image Button
• Remove Format, Blockquote, Create Div
• Left to Right / Right to Left text direction
• Anchor, Image, Special Character
• Styles, Format, Font
• Maximize, Show Blocks

Note:

• There are some changes to the interface in areas where you can toggle between the plain text editor and the rich text editor, such as when editing email templates and broadcasts
• The new editor may strip out certain HTML tags, including 'html', 'header', 'script', and 'body' tags.

Minor Updates

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

New “Special – Button” Custom Field with Configurable Open Behavior

Introducing the new 'Special – Button' custom field, which allows users to create an inline button within an application to launch system functions such as the assignment grid, activity scheduler, or an easy way to edit an organization's profile. This field allows you to choose whether the functionality opens in the main window, a modal window, or a new tab. This approach simplifies access to system features and helps users maintain context, offering a more streamlined solution compared to customizing a browser script button for this purpose. To use this new custom field, go to UTA Configuration Settings > Level 1 tab > Custom Fields > Create or edit a custom field with the Field Type set to "Special - Button". Click the "URL Lookup" button beside the URL field to specify the system object you want the button to open. The "Open in" field allows you to select the open behavior.

Browser Script Button Color Options

Added the ability to select preset button colors for 'Special - Browser Script' custom fields with the Trigger Type set to 'On Demand,' making them consistent with submit button color options. This feature gives you the ability to differentiate buttons as well as assign then differing visual prominence and semantic meaning.

Minor Updates

Notes for Admins

Updated Styling of Work with +AI Conversation Starters

Updated the template prompts (conversation starters) of the Work with +AI feature from being displayed in a dropdown menu to being displayed as buttons.

Updated Electronic Signature Screen Interface

Updated the UI for the electronic signature screen. Changes include renaming the submit button to “Send for E-Signature” for improved clarity. To view these updates, navigate to a web page view custom field that has e-signatures enabled. Open the web page view and click the e-signature button to see the new interface.

SSO Signing Certificate Expiry Notifications

Added a feature that allows system notifications to alert users before the expiry of SSO signing certificates. These notifications will appear under the notification bell in the system header at designated intervals leading up to the expiration date. To enable these notifications, go to Global Settings > Integrations tab > Integration Key Management >Edit an integration key with the type "Certificate" and category "Keystore." You can then specify which users and roles should receive the expiration alerts.

Deprecated Support for Older Excel Formats

Two Excel report export format options (Excel 2000 and 2003) have been deprecated and are no longer supported. While existing reports using these older formats will retain their configurations for backward compatibility, you will no longer be able to select these formats for new report exports. Moving forward, there will be a single export option using the Excel 2007 format which offers improved performance and supports bigger worksheets.

Updated Advanced Data Table Custom Field

Updated the "Special - Advanced Data Table" custom field for enhanced security, specifically in relation to permissions and the way data is saved and returned.

Updated User Menu Configuration Naming

The user menu configuration item previously labeled "Dropdown" has been renamed to "Titlebar" to better reflect its role within the portal header.