Difference between revisions of "Template:February2025Upgrade"

Revision as of 13:11, 25 January 2025

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

• A new header experience featuring a simplified and streamlined navigation is available for users to try out (Beta).
• A new Test to Production (T2P) feature to track and promote configuration changes (Beta).
• The new interface for SmartFolders (introduced March 2024) is now enabled for all users.
• The new rich text editor (introduced November 2024) is now enabled for all users.
• Enhanced performance optimization options.
• New configuration settings designed to seamlessly align with your unique processes and preferences.

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 SmartFolders Interface

In March 2024 we introduced an updated SmartFolders interface featuring a modern design, consistent UI patterns, and improved performance. This new interface will now be enabled for all users. For a limited time, users will have the option to switch back to the classic interface; however, the classic version will be deprecated and permanently unavailable following the June 2025 upgrade.

New Rich Text Editor

The new rich text editor introduced in November 2024 will be enabled for everyone to ensure a secure editor experience. The classic rich text editor will be deprecated and permanently unavailable following the June 2025 upgrade.

Minor Updates

Standardized Contact Lookup

We have standardized the list of contacts and organizations displayed across the AJAX and the binocular icon lookup to reduce confusion. Before the upgrade the AJAX Lookup for contacts used the global lookup List view located at Global Settings > Users > Lookup List Views. After the upgrade you may navigate to the desired UTA > Configuration Settings > Level 1 tab > Standard Fields > Edit “Contacts”. There you can change the lookup list view to be what is desired for both lookups within that UTA. If you are using a linked record list the lookup list view is chosen from within the custom field.

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 Header (Beta)

We are introducing a new header experience featuring a simplified and streamlined navigation, with a new icon for Global Administrators and the area with icons now gets a new accent color. Try the new header out on your backup environment by going to Menu Icon > Global Settings > Branding > Toggle on “Enable new header experience”.

Minor Updates

New Test to Production Feature (T2P - Beta)

We’ve introduced a new Test to Production (T2P) feature in beta, designed to track and promote configuration changes on a project-by-project basis online without relying on the existing desktop tool. This enables teams to implement changes independently within a project and later promote those changes easily to another SmartSimple environment. For instance, you can seamlessly transfer a subset of changes from a dedicated development environment to a production environment. This beta feature is now available for clients to explore and test. Let us know what you think while we finish polishing up the feature for a full production release. Check out the full  T2P article to learn more!

Transfer Files Between Upload Fields

Added the ability to transfer files between “Upload - Multiple Files Storage” custom fields. This can be done manually, with access to this feature managed through role permissions. Additionally, files can be moved automatically based on the selected date range, status, and type. Clients utilizing the data exchange feature may want to use this new option to minimize the size of exchanged packages and avoid including all files with each transfer.

Indexing pages in Search Engine Results

We've introduced a new toggle to simplify specifying whether login, signup, or template pages should appear in search engine results. By toggling off the new setting called “Index page in search engine results", the system will add a tag that instructs search engine robots not to index the page. Please note that this feature is only available in production environments. If you're using a custom template, you must update the custom template manually, replacing it with the default sample template or insert the new "metarobots" variable into your existing custom template.

Language Selection within Settings Pages

We’ve introduced a new configuration option to enhance efficiency by allowing you to filter the list of available languages displayed on settings pages. Navigate to Global Settings > System tab and specify the languages you want to make available on configuration pages. Once set, the system will display only the selected languages when entering translations on settings pages. This eliminates the need to scroll through a list of 100+ languages, saving time and improving usability.

Dock Mode Visibility

We’ve introduced a new feature to control the visibility of Dock Mode. This mode, available on records like Level 1 (Example: grant application), allows users to open related items (Example: notes) in a right-hand panel. To configure role-based permissions for the availability of Dock Mode across the system, go to: Global Settings > Security tab > System Feature Permissions > Features > Enable Dock Mode.

Options for Improved Performance

To enhance performance in systems handling large volumes of data, you now have additional options to process updates asynchronously. When enabled, formulas, status triggers, auto-assignments, and workflows will now run in batches asynchronously. This feature is accessible in two locations:

• SmartConnect API settings: Within the update function.
• Autoloader settings: Located on the "Process" tab.

Options to Enhance System Performance

We've introduced a new option to hide the record counts displayed in the left navigation for Level 1, Level 2, user, and organization records.

This setting can be found under Global Settings > System Tab, within the “System Performance Options” section.

Additionally, this section includes two other performance-enhancing options:

• The ability to load records only after performing a list view search.
• The option to restrict list view searches to a single column.

These features are designed to help improve system efficiency and responsiveness.

Note for Admins

Deprecated Email Broadcast Link

The email broadcast link previously available on the settings page of user signup pages, has been deprecated and is no longer accessible.

Enhanced Keyboard Focus

Enhanced keyboard focus on checkboxes to improve visibility and accessibility.

Office365 Email Relay Setup and Support

If Office365 timeouts when used as an SMTP relay, we will now requeue the failed email up to 2 times. We also fixed an issue related to setting up Office 365 SMTP OAuth 2.0 for Email relay.

Report Export

Updated the report export to include support for system variables and basic variables, such as @currentdate@ within the header and footer.

SmartConnect API Enhancements

We’ve introduced two new interface options to the SmartConnect API settings:

• Run in Background: This option queues changes to run in batches, enhancing overall performance.
• Bypass Field Type Validation: This allows updates to records even when the data format does not match the expected field type such as number or date.

Additionally, we’ve added the ability to skip creating a new record if a matching record already exists using fields values as record identifiers, for improved performance.

For example, if you sent the following request for a user record othersettings : {""uidfields"": ""sf_Phone;;cf_fieldintitle2"", ""noupdateifexist"":1}

If the phone field (sf_Phone) and the custom field (cf_fieldintitle2) match a user record, the record will not be created. Update operations are not processed when using record identifiers.

Workflow on Upload

Updated workflows linked to the "Multiple Upload Files" custom field to execute only once for files uploaded in a batch.

AI Vision

Updated the AI Vision feature to use GPT-4o for improved performance.

Session Timeout

When a user’s session times out, and they logged in using Single Sign-On (SSO) with assertion enabled, the system will now send a logout assertion.

Special Button Custom Field

Added the ability to create a level 2 from a level 1 or 2 within a UTA using the "Special - Button" custom field and opportunityid variable. This may be achieved with the following syntax:

/Apps/app_editevent.jsp?appid=@apptype@ &islevel2=1&objecttype=23&nextlevel=1&companyid=@companyid@ &objectid=@ opportunityid@ &eventtypeid=83216&eventid=0