Difference between revisions of "Template:April2016Upgrade"
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===New Customizable Privacy and Confidentiality Policies=== | ===New Customizable Privacy and Confidentiality Policies=== | ||
Privacy is a shared responsibility. This enhancement adds the ability for organizations to define their own policies. Separate policies can be created for individual country and language combinations. Also added is a Privacy & Security tab where all policies are managed. The policies will appear on the standard system login page as well as in the header section in user portals. | Privacy is a shared responsibility. This enhancement adds the ability for organizations to define their own policies. Separate policies can be created for individual country and language combinations. Also added is a Privacy & Security tab where all policies are managed. The policies will appear on the standard system login page as well as in the header section in user portals. | ||
| − | :* [[Customizable Privacy and Confidentiality Policies - Why?|Why?]] | + | :* [[Customizable Privacy and Confidentiality Policies - Why?|Why?]] | [[Configuring Privacy, Confidentiality and Other Policies|How]] |
| − | + | <!-- 43930 - Privacy and Confidentiality is a shared responsibility --> | |
===Enhanced Search and Filter Functionality Added to Provider / Consumer List Views=== | ===Enhanced Search and Filter Functionality Added to Provider / Consumer List Views=== | ||
| Line 78: | Line 78: | ||
===New Disable User Account After Inactive Period=== | ===New Disable User Account After Inactive Period=== | ||
This enhancement enables user accounts to become disabled after a specified period of inactivity. Controlled by the Password Policy settings, an account can become disabled, requiring a password reset to regain access.<br /> | This enhancement enables user accounts to become disabled after a specified period of inactivity. Controlled by the Password Policy settings, an account can become disabled, requiring a password reset to regain access.<br /> | ||
| − | :* [[Disable User Account After Inactive Period - Why?|Why?]] | + | :* [[Disable User Account After Inactive Period - Why?|Why?]] | [[Disable User Account After Inactive Period|How]] |
| − | 42897 - Disable Account (i.e. expire account if unused) --> | + | <!-- 42897 - Disable Account (i.e. expire account if unused) --> |
| Line 96: | Line 96: | ||
===New Contact Invitations=== | ===New Contact Invitations=== | ||
The Contact Invitation feature simplifies the process of inviting contacts to collaborate on a system record through an email invitation. It also allows for the invitation of new contacts that do not currently exist in the system. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. Contacts who are new will be directed to a contact sign-up page where you can then control their registration behavior. | The Contact Invitation feature simplifies the process of inviting contacts to collaborate on a system record through an email invitation. It also allows for the invitation of new contacts that do not currently exist in the system. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. Contacts who are new will be directed to a contact sign-up page where you can then control their registration behavior. | ||
| − | :* [[Contact Invitations - Why?|Why?]] | + | :* [[Contact Invitations - Why?|Why?]] | [[Contact Invitations | How]] |
| − | 46588 - L1 invitation functionality --> | + | <!-- 46588 - L1 invitation functionality --> |
===New Assignment Panels - Phase 1=== | ===New Assignment Panels - Phase 1=== | ||
Assignment Panels allows the navigation of different list views simultaneously and easily search and bulk assign users to records. This first phase adds the ability to assign users in one panel to Level 1 records in the other panel. This feature will be expanded in the future to allow assignment to and from more record types. | Assignment Panels allows the navigation of different list views simultaneously and easily search and bulk assign users to records. This first phase adds the ability to assign users in one panel to Level 1 records in the other panel. This feature will be expanded in the future to allow assignment to and from more record types. | ||
| − | :*[[Assignment Panels - Why?|Why?]] | + | :*[[Assignment Panels - Why?|Why?]] | [[Assignment Panels|How]] |
<!-- 35842 - Assignment List View --> | <!-- 35842 - Assignment List View --> | ||
| Line 107: | Line 107: | ||
This new feature enables the creation of consumer associated records in batch based on the contacts or companies associated to a provider record. | This new feature enables the creation of consumer associated records in batch based on the contacts or companies associated to a provider record. | ||
<!-- This feature adds the ability to create level 1s based on based on a list of organizations attached to a level one or level two provider --> | <!-- This feature adds the ability to create level 1s based on based on a list of organizations attached to a level one or level two provider --> | ||
| − | :* [[Create Level 1 Records in Batch from Provider - Why?|Why?]] | + | :* [[Create Level 1 Records in Batch from Provider - Why?|Why?]] | [[Create Consumer Records in Batch from Provider|How]] |
<!-- 44779 - Batch create Level one from Provider --> | <!-- 44779 - Batch create Level one from Provider --> | ||
| Line 124: | Line 124: | ||
===New Style Sheet for XML Budgets and Defined Default Classes=== | ===New Style Sheet for XML Budgets and Defined Default Classes=== | ||
Updated the style of XML data custom fields with a new default style sheet. This enhancement eliminates the need for hand coding HTML styling when creating XML data fields. | Updated the style of XML data custom fields with a new default style sheet. This enhancement eliminates the need for hand coding HTML styling when creating XML data fields. | ||
| − | :* [[Style Sheet for XML Budgets and Defined Default Classes - Why?|Why?]] | + | :* [[Style Sheet for XML Budgets and Defined Default Classes - Why?|Why?]] | [[Style Sheet for XML Budgets and Defined Default Classes|How]] |
| − | 36544 - Create a new style sheet for XML budgets and define default classes for cells --> | + | <!-- 36544 - Create a new style sheet for XML budgets and define default classes for cells --> |
===New Arcadia X Layout Picker=== | ===New Arcadia X Layout Picker=== | ||
The Arcadia X Pre-Made Layout Picker enables the point-and-click configuration of different portal layouts using pre-made templates and the choice of Arcadia X themes and backgrounds. Arcadia X layouts built using the layout picker are responsive by default. | The Arcadia X Pre-Made Layout Picker enables the point-and-click configuration of different portal layouts using pre-made templates and the choice of Arcadia X themes and backgrounds. Arcadia X layouts built using the layout picker are responsive by default. | ||
| − | <!--All Arcadia X sections built using the layout picker will be formatted for optimal viewing on a wide rage of devices. For novice users and those not familiar with html, the Arcadia X layout picker provides templates with various layouts eliminating the need for technical know-how. | + | <!--All Arcadia X sections built using the layout picker will be formatted for optimal viewing on a wide rage of devices. For novice users and those not familiar with html, the Arcadia X layout picker provides templates with various layouts eliminating the need for technical know-how. --> |
| − | :* [[Arcadia X Layout Picker - Why?|Why?]] | [[How]] | + | :* [[Arcadia X Layout Picker - Why?|Why?]] | [[Arcadia X Layout Picker|How]] |
<!-- 37891 - Arcadia X Layout picker (template for section creation) --> | <!-- 37891 - Arcadia X Layout picker (template for section creation) --> | ||
| Line 138: | Line 138: | ||
[[Image:Smartfield_pdf_options.png|link=]]<br /> | [[Image:Smartfield_pdf_options.png|link=]]<br /> | ||
[[Image:Smartfield_pdf_options_example.png|link=]] --> | [[Image:Smartfield_pdf_options_example.png|link=]] --> | ||
| − | :* [[Control Page Breaks and Page Orientation With SmartField PDF Options - Why?|Why?]] | + | :* [[Control Page Breaks and Page Orientation With SmartField PDF Options - Why?|Why?]] | [[Control Page Breaks and Page Orientation With SmartField PDF Options|How]] |
<!--45228 - Can’t use page break or rotate inside smartfields--> | <!--45228 - Can’t use page break or rotate inside smartfields--> | ||
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<!--If a Submit button is associated with both a role and UTA role, the UTA role permission will take precedence. Prior to this enhancement, Submit buttons could be associated with one or more Level One templates and visibility conditions controlled when the button was visible. This enhancement adds role and UTA role permissions to Submit buttons giving admins more flexibility when configuring them. '''Note:''' If a Submit Button is associated with both a role and UTA role, the UTA role permission will take precedence. | <!--If a Submit button is associated with both a role and UTA role, the UTA role permission will take precedence. Prior to this enhancement, Submit buttons could be associated with one or more Level One templates and visibility conditions controlled when the button was visible. This enhancement adds role and UTA role permissions to Submit buttons giving admins more flexibility when configuring them. '''Note:''' If a Submit Button is associated with both a role and UTA role, the UTA role permission will take precedence. | ||
--> | --> | ||
| − | :* [[Role Permissions for Submit Buttons - Why?|Why?]] | + | :* [[Role Permissions for Submit Buttons - Why?|Why?]] | [[Submit & Save Buttons#Enhancements|How]] |
<!-- 40243 - Role Permission for Submit button --> | <!-- 40243 - Role Permission for Submit button --> | ||
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===Extended Record Lock Feature to Contact and Company Records=== | ===Extended Record Lock Feature to Contact and Company Records=== | ||
The Record Lock feature ensures that only one person may be editing a record at any given time. This enhancement extends the Record Lock functionality to include Contacts and Organizations, and eliminates the possibility of two users concurrently editing these records. | The Record Lock feature ensures that only one person may be editing a record at any given time. This enhancement extends the Record Lock functionality to include Contacts and Organizations, and eliminates the possibility of two users concurrently editing these records. | ||
| − | :* [[Record Lock Feature Added when Modifying Contacts and Companies - Why?|Why?]] | + | :* [[Record Lock Feature Added when Modifying Contacts and Companies - Why?|Why?]] | [[Record Lock Feature Added when Modifying Contacts and Companies|How]] |
| − | 39232 - Would Like to Lock Contact Record when in Edit Mode --> | + | <!-- 39232 - Would Like to Lock Contact Record when in Edit Mode --> |
===Enhanced Message Queue Functionality and Re-Sending of Failed Emails=== | ===Enhanced Message Queue Functionality and Re-Sending of Failed Emails=== | ||
Updated the message queue list with the ability to easily discover and re-send failed emails. | Updated the message queue list with the ability to easily discover and re-send failed emails. | ||
| − | :* [[Message Queue Functionality Enables Re-Sending of Failed Emails - Why?|Why?]] | + | :* [[Message Queue Functionality Enables Re-Sending of Failed Emails - Why?|Why?]] | [[Message Queue|How]] |
| − | 45566 - Emails Failing --> | + | <!-- 45566 - Emails Failing --> |
Latest revision as of 13:13, 6 May 2016
Contents
- 1 General Details
- 2 Global System Upgrades
- 2.1 Enhanced Visual Styles for Tabs and Captions in Arcadia
- 2.2 Enhanced Dynamic List View Filtering
- 2.3 Enhanced Level 1 List Views With Ability to Search Organization and Contact Fields
- 2.4 Enhanced Level 3 List Views With Ability to Search Level 2 Fields
- 2.5 Updated Reports List Page
- 2.6 New Font Weight and Color Settings Added to List View Columns
- 2.7 New Currencies Now Supported in the System
- 3 On-Demand System Upgrades
- 4 Beta Previews
- 5 Notes for Admins
- 5.1 New Style Sheet for XML Budgets and Defined Default Classes
- 5.2 New Arcadia X Layout Picker
- 5.3 New SmartField PDF Page Options
- 5.4 New Role Permissions for Submit Buttons
- 5.5 Enhanced Dynamic Control Fields
- 5.6 Extended Record Lock Feature to Contact and Company Records
- 5.7 Enhanced Message Queue Functionality and Re-Sending of Failed Emails
General Details
Upgrade Dates
Public Cloud Production release date: April 28th 2016
Public Cloud Backup release date: April 14th 2016
Private Cloud Production (Managed Upgrades) release date: May 12th 2016
Private Cloud Backup (Managed Upgrades) release date: April 28th 2016
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:
Enhanced Visual Styles for Tabs and Captions in Arcadia
Updated the style of tabs and captions within the Arcadia interface for improved look and feel. These include changes to the color and style of field labels, and the introduction of accent colors in tabs.
Enhanced Dynamic List View Filtering
List views and search filters have been enhanced with the ability to dynamically filter lists based upon the current user. This allows the creation of a single list view that shows the current user all records they are associated to in a specific role.
Enhanced Level 1 List Views With Ability to Search Organization and Contact Fields
A past enhancement added the ability to display the fields of associated records within a Level 1 list view, this enhancement now allows you the ability to also perform searches on these fields with advanced search. The Advanced Search functionality has now been enhanced to allow you to search the following records on a Level 1:
- a) the organization connected to the Level 1
- b) the branch connected to the Level 1
- c) the external person connected to the Level 1
- d) the internal person connected to the Level 1
Enhanced Level 3 List Views With Ability to Search Level 2 Fields
A past enhancement allowed you to display Level 2 fields within a Level 3 list view, this enhancement now allows you the ability to also perform searches on the Level 2 fields within advanced search. This will allow you to create more complex searches and filters.
Updated Reports List Page
This enhancement extends the Arcadia list view page-style to the Reports page. This enhancement also adds search functionality.
New Font Weight and Color Settings Added to List View Columns
This enhancement adds the ability to easily select a font color or bold the text values of a column in a list view through the list view settings.
New Currencies Now Supported in the System
40 new currencies have been added to the list of standard system currencies.
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 System Administrator:
New Customizable Privacy and Confidentiality Policies
Privacy is a shared responsibility. This enhancement adds the ability for organizations to define their own policies. Separate policies can be created for individual country and language combinations. Also added is a Privacy & Security tab where all policies are managed. The policies will appear on the standard system login page as well as in the header section in user portals.
Enhanced Search and Filter Functionality Added to Provider / Consumer List Views
This feature enhances provider / consumer list views with the ability to search and filter results. When viewing a provider record you can apply a list view filter on the list of consumer records.
New Disable User Account After Inactive Period
This enhancement enables user accounts to become disabled after a specified period of inactivity. Controlled by the Password Policy settings, an account can become disabled, requiring a password reset to regain access.
Beta Previews
New Field Revision Annotations
Revision Annotations allows you to add annotations at the field level and allow edits to be made to specific fields while keeping the rest of the record locked. Flexible security allows you to configure role-based permissions to allow different users the ability to add annotations to fields while others the ability to edit the field value.
New Contact Invitations
The Contact Invitation feature simplifies the process of inviting contacts to collaborate on a system record through an email invitation. It also allows for the invitation of new contacts that do not currently exist in the system. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. Contacts who are new will be directed to a contact sign-up page where you can then control their registration behavior.
New Assignment Panels - Phase 1
Assignment Panels allows the navigation of different list views simultaneously and easily search and bulk assign users to records. This first phase adds the ability to assign users in one panel to Level 1 records in the other panel. This feature will be expanded in the future to allow assignment to and from more record types.
New Create Consumer Records in Batch from Provider
This new feature enables the creation of consumer associated records in batch based on the contacts or companies associated to a provider record.
Enhanced Stripe e-Payment Integration
This enhancement furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November. Through the Invoice module, payments can be accepted by credit cards using the Stripe integration.
Notes for Admins
New Style Sheet for XML Budgets and Defined Default Classes
Updated the style of XML data custom fields with a new default style sheet. This enhancement eliminates the need for hand coding HTML styling when creating XML data fields.
New Arcadia X Layout Picker
The Arcadia X Pre-Made Layout Picker enables the point-and-click configuration of different portal layouts using pre-made templates and the choice of Arcadia X themes and backgrounds. Arcadia X layouts built using the layout picker are responsive by default.
New SmartField PDF Page Options
This enhancement enables greater control of PDF documents generated from SmartField Views. Easily control page breaks and changes to page orientation within a PDF generated from a SmartField View with field format settings.
New Role Permissions for Submit Buttons
Submit buttons can now be configured so that they are presented to users based on role and UTA role permissions reducing the need for visibility conditions.
Enhanced Dynamic Control Fields
Updated the design of dynamic control custom fields for more consistent and improved behavior. The improvements were achieved through changes to the way Dynamic Control fields are rendered. While subfields are currently repeated multiple times on the form, in the case that they are available for multiple options in the dynamic control field, they will now only exist on the form once.
Extended Record Lock Feature to Contact and Company Records
The Record Lock feature ensures that only one person may be editing a record at any given time. This enhancement extends the Record Lock functionality to include Contacts and Organizations, and eliminates the possibility of two users concurrently editing these records.
Enhanced Message Queue Functionality and Re-Sending of Failed Emails
Updated the message queue list with the ability to easily discover and re-send failed emails.
