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	==UTA Enhancements==		==UTA Enhancements==
−	===[[Record Lock]]===	+	===Focus Highlight===
−	* This new feature will allow you enable a '''Record Lock''' at Level 1, Level 2, and/or Level 3.	+	* The field being edited will be highlighted.
−	* The Record Lock will give the first person to access a record in Edit mode exclusive access to the record so that other cannot edit it until released:	+	* This feature only applies to the [[Universal Tracking Application]], but will be expanded to other areas in future upgrades.
−	:[[Image:CheckedOut.png]]
−	* Other users trying to edit the record will be prevented from doing so:
−	:[[Image:Locked.png]]
−	===[[Template / Type Formula|Level 1, Level 2 & Level 3 Formulas]]===
−	* You can now define formulas on the Application Configuration page that apply to all Level 1 Templates. These formulas will run prior to any that are defined on the Template pages.
−	* Similarly you can define formulas that apply for all Level 2 Types or all Level 3 Types.
−	===[[Advanced Logic|Advanced Logic to Suppress Public Notes]]===	+	==New Custom Field Types==
−	* Using [[Advanced Logic]] you are now able to suppress Public Notes at Level 1, Level 2 and Level 3.	+	===XML===
		+	*
−	===[[Internal Branch Filter]]===	+	===Spreadsheet===
−	* When using the '''Branch''' standard field at Level 1 you can restrict which companies are available in the '''Branch''' drop-down list based on which user is editing the record to either their own company (using ''companyid = @companyid@'') or to the branches under their company (using ''parentlist like '%,@companyid@,%' '').	+	*
−	===[[Types#Type Settings|Level 3 Default Type Setting]]===	+	===Select One - User Group===
−	* As with Level 2, you will be able to define a Level 3 Type to be the default when creating a new Level 3 record. Currently the first Level 3 Type in the list is selected by default.	+	*
−	==Custom Field Options==
−	===[[Number Format|Custom Field Number Format]]===
−	* In addition to the current "Currency" number format option which outputs dollars ($20,000.00) you will be able to specify other currencies:
−	::{| border="1" cellpadding="5"
−	|+
−	|'''Number Format'''||'''Display'''
−	|+
−	|Currency|| $20,000.00
−	|+
−	|Currency-QAR|| QAR 20.000,00
−	|+
−	|Currency-EUR|| €20,000.00
−	|+
−	|Currency-GBP|| £20,000.00
−	|}
−	* Any currency defined by [http://en.wikipedia.org/wiki/ISO_4217 ISO 4217] can be shown by using the appropriate 3 letter currency code.
−	* This setting only applies in view mode, or when the values are displayed in a [[Web Page View]], [[Report]], [[MS Word Merge]], etc. No formatting is applied in edit mode.
−	: ''Note: in edit mode you must use a period (.) as the decimal, even if the currency defined uses a comma (,).''
−	===[[Custom Field Type: Link – Single File#Online Editing|Single File Field Online Editing]]===
−	* Online editing is now possible for the [[Custom Field Type: Link – Single File|Single File field]]. If a file is being edited by one user it will be shown as checked out to prevent other users from trying to edit it at the same time.
−	* [[Custom Field Type: Link – Single File|Single File Field]] with online editing enabled:
−	:[[Image:SFFEdit.png]]
−	* File checked out by another user:
−	:[[Image:SFFOut.png]]
−	===[[Workflow Types#UTA File Upload|Single/Multiple File Field Upload Workflow]]===	+	==Reporting Enhancements==
−	* You can now attach a [[Workflow]] to a  [[Custom Field Type: Link – Single File|Single File field]] or [[Custom Field Type: Link – Multiple Files|Multiple Files]] Custom Field. The workflow will be executed any time a file is uploaded to the field.	+	===Report Builder - Table Selection===
		+	*
		+	* Any newly created reports will employ this version of the report builder. Existing reports will not.
−	===[[Edit Data]]===	+	==Miscellaneous==
−	* When using [[Custom Field Type: Text – Rich Text|Rich Text Fields]], pasting complex HTML in the field it can sometime prevent the page from being displayed correctly. Occasionally this prevents saving the record, and thereby makes it impossible to remove the faulty data in the field.	+	===User Defined Holidays===
−	* It is now possible to edit the data in the field without actually viewing the faulty record. This is done via the settings of the [[Custom Field]] concerned.	+	* ssvar_holiday
−	:Select '''Field Data''':[[Image:FieldData.png]] then '''Edit Data''':[[Image:EditData.png]]	+	*
−	When prompted enter the ''[[opportunityid]]'' (Level 1) or ''[[eventid]]'' (Levels 2 & 3) for the relevant record and a pop-up window will appear allowing you to directly edit the data in the selected field for that record.
−	==Contact/Account Enhancements==	+	===Logout Popup===
−	===[[Geocoding]]===	+	*
−	* The latitude and longitude of an address can now be automatically stored as a property of the user or company.
−	* This is achieved by enabling [[Geocoding]] for one or more User Roles or Account Categories.
−	:[[Image:Geocoding.png]]
−	* This will allow calculation of the distance between 2 addresses. For example you could generate a report which indicates how far a given client is from each of your branch offices, listing the nearest first.
−	:* ''Use of this feature will incur an additional subscription fee. Contact [[SmartSimple]] Support for details.''
−	==Variable Processor Enhancements==	+	===Chat===
−	===[[Report Record Count Variable]]===	+	*
−	* Introduction of a variable that can generate the number of records within a specified report.
−	:<font size=3>@ReportProperty(''reportid'',recordcount)@</font>
−	'''Example''': To generate the number of records (equivalent to the number of rows in the report) for report with ID 12345
−	@ReportProperty(12345,recordcount)@
−	''This can be used in a [[Web Page View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] to display a record count, as part of [[Submit Logic]], or included in the title of a [[Portal]] shortcut to indicate how many records are at a given status (for example).''
−
−	===[[Template Formula|Assign Level 1 Customer]]===
−	* Ability to assign to the Customer Level 1 Standard field (also called Client).
−	:* Example template formula: ''@opportunity.companyid@=@opportunity.owner.companyid@''
−
−	===[[Web Page View Field Variables|User/Company Association List]]===
−	* Ability to use the list syntax '''[#...#]''' to show all companies that a user is associated with, or all users associated with a company.

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Revision as of 11:58, 25 November 2009

General Information

The SmartSimple platform is upgraded with new features and enhancements approximately every 6 to 8 weeks.

This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also subscribe to the Technical Journal that is sent out prior to each upgrade on the Newsletter Signup Page. (Unsubscribe here).

System Upgrade Process

The objective of the System Upgrade Process is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the Backup Server and Testing Instances Wiki article, or contact the SmartSimple support desk.

Backup Server Update

• Each backup server will be updated to the "release candidate" on the Tuesday prior to the upgrade date.
• This update will provide for instance specific testing of release candidate, as you can log into your respective backup server and test the the changes against your most current data and configuration.
• Internal staff will also be using these servers to perform instance specific testing.
• The update will stay in place on the backup server for the Tuesday, Wednesday and Thursday of the update week.

Update Go/No-Go

• Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Thursday at 12:00pm.

WebEx

• There will be a Pre-Release WebEx session the week prior to each upgrade that will provide technical details on how to implement and use the new features and enhancements.
  
• Details of each WebEx session will be posted on this page once it is scheduled.

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Next Upgrade: December 10th and 17th 2009:

The next upgrade schedule commences on Thursday December 10th at 10pm EST.

The following server will be upgraded on Thursday December 10th at 10pm EST:

• smartsimple.biz

The backup server (*.smartsimplebk.biz) will be upgraded on Tuesday December 8th for testing.

The following servers will be upgraded on Thursday December 17th at 10pm EST.

• smartsimple.com
• smartsimple.ca
• smartsimple.ie
• smartsimple2.biz

The associated backup servers will be upgraded on Tuesday December 15th for testing.

Important: The upgrade will be applied to your backup server 2 days prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. Backup Server and Testing Instances

If your organization has a dedicated SmartSimple server or you host in-house the support team will be in contact with your system administrator to schedule the server upgrade after October 8th.

WebEx Demonstration Session

Topic: December Upgrade

TBC

Upcoming Features

Click on any heading below to go to the associated Wiki article.

UTA Enhancements

Focus Highlight

• The field being edited will be highlighted.
• This feature only applies to the Universal Tracking Application, but will be expanded to other areas in future upgrades.

New Custom Field Types

XML

Spreadsheet

Select One - User Group

Reporting Enhancements

Report Builder - Table Selection

• Any newly created reports will employ this version of the report builder. Existing reports will not.

Miscellaneous

User Defined Holidays

• ssvar_holiday

Logout Popup

Chat

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Previous Upgrades

Click on the links below to find detailed information on previous upgrades.

• The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.

Previous Upgrade: Oct 1st 2009

Previous Upgrade: July 30th 2009

Previous Upgrade: May 28th 2009

Previous Upgrade: April 2nd 2009

Previous Upgrade: February 2009