Difference between revisions of "Template:March2015Upgrade"

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Watch this video to get a '''general overview''' of the new features in our March 2015 upgrade.
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{{#ev:youtube|VaXTfssqfr8}}
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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 your 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 your server:
  
−
===Enhanced file upload field view refreshing===
+
===Enhanced Multi-Level List Views===
−
* Enhanced file upload fields to automatically refresh the file list display after upload without the need to re-save the object.
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* Enhanced certain list views with the ability to easily display information from multiple levels. Specifically the Level 2 list view can now display Level 1 details, and Contact list views can now display Organization details.
−
<!-- 35016 - Refresh file field view (single and multi) after uploading files -->
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<!-- 35869 - Display L1 fields on L2 List Views -->
  
−
===Refresh read only fields referencing XML===
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===Extended Filter Functionality for Personal List Views===
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* New functionality to refresh read only - system variables type custom fields on the object when saving an XML field. This will eliminate the need to re-save the object in order to display the changes made to an XML field.
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* Extended the ability to attach personal filters to personal list views.
−
<!-- 35015 - Refresh read only fields referencing XML -->
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<!-- 30036 - Personal Filters cannot be associated with Personal List Views -->
  
−
===Enhanced Level 2 list views===
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===Extended Modern List View Functionality for Invoices===
−
* Enhanced Level 2 list views with the ability to also easily display Level 1 fields.
 
−
<!-- 35869 - Display L1 fields on L2 List Views -->
 
−
 
 
−
===Extended list views to invoices===
 
 
* Extended the modern list view functionality to be available for invoices.
 
* Extended the modern list view functionality to be available for invoices.
 
<!-- 26405 - Enable New List View for Invoices -->
 
<!-- 26405 - Enable New List View for Invoices -->
  
−
===Extended personal filters===
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===Added Button for Arcadia Navigation to List Views===
−
* Extended the ability to attach personal filters to personal list views.
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* New view list button introduced within object views in Arcadia to easily navigate back to your list views.
−
<!-- 30036 - Personal Filters cannot be associated with Personal List Views -->
 
−
 
 
−
===Enhanced Arcadia navigation to list views===
 
−
* New view list button introduced within object views in Arcadia to easily navigate back to your list view. Preview upgrades removed back to your list view. Previous upgrades removed the persistent UTA list navigation menus for real estate, so this list button is to address the functionality gap.
 
 
<!-- 35085 - Arcadia navigation to list view/parent -->
 
<!-- 35085 - Arcadia navigation to list view/parent -->
  
 
[[File:Arcadia list view navigation.png| link=|660 px]]<br />
 
[[File:Arcadia list view navigation.png| link=|660 px]]<br />
  
−
===Enhanced XML custom fields to trigger status workflows===
+
===Enhanced File Upload Field Refreshing===
−
* Enhanced XML custom fields to automatically trigger status workflows when the XML custom field is configured to create/edit Level 2 or Level 3 child objects.
+
* Enhanced file upload fields to automatically refresh the file list display after upload without the need to re-save the object.
 +
<!-- 35016 - Refresh file field view (single and multi) after uploading files -->
 +
 
 +
===Enhanced XML Field Refreshing===
 +
* Enhanced {{ROSV}} type custom fields on the object to refresh after saving an XML field. This will eliminate the need to re-save the object in order to display the changes made to an XML field.
 +
<!-- 35015 - Refresh read only fields referencing XML -->
 +
 
 +
===Updated XML Custom Fields to Trigger Status Workflows===
 +
* Update XML custom fields to now automatically trigger status workflows when the XML custom field is configured to create/edit Level 2 or Level 3 child objects.
 
<!-- 34683 - Trigger workflow from a L2 generated via XML-->
 
<!-- 34683 - Trigger workflow from a L2 generated via XML-->
  
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The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
 
The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
  
−
===New Statuses for Companies and Contacts===
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===Enhanced Arcadia X Interface - Panels===
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* Extended the status standard field and functionality to Companies and Contacts. This allows for stronger validation via submit logic validation.
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* New ability to configure multiple column layouts in Arcadia X portal design.
−
<!-- 28796 - Add Statuses and Submit Buttons to Companies-->
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<!-- 34607 - Arcadia X Panels-->
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 +
===Enhanced Arcadia X Interface - Aggregate Portal===
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* Enhanced the Arcadia X portal with the ability to display multiple role portals in an aggregate view.
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* Extended the configuration of Arcadia X sections into a central area for easy setup.
 +
<!-- 34306 - Arcadia X - Aggregate Portal -->
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 +
===New XML Display Variable===
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* New variable syntax allows you to easily render the HTML formatted display of an XML field.
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* Syntax is per section @xml.[fieldname].[section nodename].html@
 +
<!-- 33545 - XML Built-in Display -->
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 +
===New Custom Field Caption Variable===
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* New variable syntax to be able to retrieve the caption of a custom field.
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* This can be done by referencing @[fieldname].caption@ or @#[fieldid].caption#@
 +
<!-- 18000 - Standard/Custom Field Caption Property -->
 +
 
 +
===Enhanced Ability to Trigger Workflows on Organizations and Contact Statuses===
 +
* New ability for organization and contact workflows to now trigger on status change. Workflows triggered on status change will run after any current existing workflows that trigger on new/modified.
 +
<!-- 35077 - Workflow triggers on organization and contact statuses -->
 +
 
 +
===Enhanced Contact Sign-Up Page===
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* Enhanced contact sign-up page to enable the ability to add a confirm email input.
 +
<!-- 33518 - Contact signup page confirm email field -->
  
−
===New Customized Naming of MS Word Merge Documents===
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===Enhanced Ability to Assign Companies to UTA Objects===
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* New ability to dynamically generate the name of MSWord Merge documents at run time.
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* New workflow task types introduced with the ability to associate companies to UTA objects.
−
<!-- 14652 - File name on MSWord Merge -->
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<!-- 28237 - Workflow - Ability to assign companies to UTA objects -->
  
−
===New Import Interface for Autoloader Imports===
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===Enhanced Amount Standard Fields===
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* New import wizard page for uploading files into SmartFolders connected to Autoloader imports.
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* Enhanced the Level 2 amount standard field to allow the entry of negative numbers as well as ability to display with currency formatting.
−
<!-- 33017 - Import interface to connect to smartfolder and autoloader -->
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<!-- 34952 - Amount Standard Field Enhancements -->
  
−
===Updated Save Splash Screen===
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===Enhanced the Security of Company to Company Relationship Feature===
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* The SmartSimple save in progress splash screen has been changed to a more generic animation.
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* Enhanced the company to company relationship feature with greater security control.
−
<!-- 33568 - Update Save screen to have a more modern spinner Icon -->
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* More updates for more granular control are upcoming in a future release
 +
<!-- 27695 - Company Relationship -->

Latest revision as of 11:16, 27 March 2015

Watch this video to get a general overview of the new features in our March 2015 upgrade.

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 your server:

Enhanced Multi-Level List Views

  • Enhanced certain list views with the ability to easily display information from multiple levels. Specifically the Level 2 list view can now display Level 1 details, and Contact list views can now display Organization details.

Extended Filter Functionality for Personal List Views

  • Extended the ability to attach personal filters to personal list views.

Extended Modern List View Functionality for Invoices

  • Extended the modern list view functionality to be available for invoices.

Added Button for Arcadia Navigation to List Views

  • New view list button introduced within object views in Arcadia to easily navigate back to your list views.

Arcadia list view navigation.png

Enhanced File Upload Field Refreshing

  • Enhanced file upload fields to automatically refresh the file list display after upload without the need to re-save the object.

Enhanced XML Field Refreshing

  • Enhanced Read Only – System Variables type custom fields on the object to refresh after saving an XML field. This will eliminate the need to re-save the object in order to display the changes made to an XML field.

Updated XML Custom Fields to Trigger Status Workflows

  • Update XML custom fields to now automatically trigger status workflows when the XML custom field is configured to create/edit Level 2 or Level 3 child objects.

On-Demand System Upgrades

The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:

Enhanced Arcadia X Interface - Panels

  • New ability to configure multiple column layouts in Arcadia X portal design.

Enhanced Arcadia X Interface - Aggregate Portal

  • Enhanced the Arcadia X portal with the ability to display multiple role portals in an aggregate view.
  • Extended the configuration of Arcadia X sections into a central area for easy setup.

New XML Display Variable

  • New variable syntax allows you to easily render the HTML formatted display of an XML field.
  • Syntax is per section @xml.[fieldname].[section nodename].html@

New Custom Field Caption Variable

  • New variable syntax to be able to retrieve the caption of a custom field.
  • This can be done by referencing @[fieldname].caption@ or @#[fieldid].caption#@

Enhanced Ability to Trigger Workflows on Organizations and Contact Statuses

  • New ability for organization and contact workflows to now trigger on status change. Workflows triggered on status change will run after any current existing workflows that trigger on new/modified.

Enhanced Contact Sign-Up Page

  • Enhanced contact sign-up page to enable the ability to add a confirm email input.

Enhanced Ability to Assign Companies to UTA Objects

  • New workflow task types introduced with the ability to associate companies to UTA objects.

Enhanced Amount Standard Fields

  • Enhanced the Level 2 amount standard field to allow the entry of negative numbers as well as ability to display with currency formatting.

Enhanced the Security of Company to Company Relationship Feature

  • Enhanced the company to company relationship feature with greater security control.
  • More updates for more granular control are upcoming in a future release
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