Difference between revisions of "Previous Upgrade: September 2014"
Paul Dimerin (talk | contribs) (Created page with " ==Global System Upgrades== The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the applicatio...") |
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===Ability to modify search query filters=== | ===Ability to modify search query filters=== | ||
Users now have the ability to make modifications to filters after they have been created. Previously, users were unable to update or make changes to search filters created. See [[filters]] for further information. | Users now have the ability to make modifications to filters after they have been created. Previously, users were unable to update or make changes to search filters created. See [[filters]] for further information. | ||
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===Enhancements to Notes Functionality=== | ===Enhancements to Notes Functionality=== | ||
* [[Notes]] can now be added to the configuration pages for [[Templates]], [[Types]], [[Status]]es and [[Custom Fields]]. This will allow system administrators to keep track of changes to their system configuration. | * [[Notes]] can now be added to the configuration pages for [[Templates]], [[Types]], [[Status]]es and [[Custom Fields]]. This will allow system administrators to keep track of changes to their system configuration. | ||
Revision as of 09:33, 9 September 2014
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:
Ability to modify search query filters
Users now have the ability to make modifications to filters after they have been created. Previously, users were unable to update or make changes to search filters created. See filters for further information.
Enhancements to Notes Functionality
- Notes can now be added to the configuration pages for Templates, Types, Statuses and Custom Fields. This will allow system administrators to keep track of changes to their system configuration.
- Notes are also now available for viewing and editing when a record is in Edit mode.
On-Demand System Upgrades
The following features are also available immediately with the application of the upgrade, but must first be enabled by a System Administrator:
Bypass Validation Option on Submit Buttons
System Administrators can create submit buttons for records which move the records to a different status and trigger the field validation and submit logic on that record. A new setting has been added, labelled "Bypass Validation," that will allow the user to move a record to a different status without triggering the field validation. System Administrators will now be able to allow users to change a record back to "Draft" status, for example, without having to fill out all the mandatory fields on a record.
Subreports can be Linked using Column Values in Main Report
When creating a subreport, system administrators can now specify that the reports should be linked using values from a column of the parent report. This allows for a greater flexibility in creating sub-reports, as administrators are no longer limited to using standard fields to link main reports and subreports, and can now specify a custom field.
Transaction List Views
List Views can now be defined for transactions to match the list view functionality for other system objects.
Email Template Categories
When creating an email template, a new feature, "Categories" has been added. You can select one of the following options:
- General – Email Template will be available in all contexts
- UTA Level 1 – Email Template will only be available when sending an email from a UTA Level 1
- UTA Level 2 & 3 – Email Template will only be available when sending an email from a UTA Level 2 or Level 3
- Contact – Email Template will only be available when sending an email from a contact record
Portal Design Enhancements
When designing a portal interface, system administrators can choose SmartSimple's "Classic" style with a left navigation bar and shortcut icons, or choose the new "Contemporary" portal design style. Web designers can create custom HTML to customize the "Contemporary" portal design to match the look and feel of your organization's website. A new section has been added to the Portal Design page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and system variables above the user's portal.
Hide Notification of Locked Record
A new setting has been added to the Global Settings page labeled "Hide record lock from user who has the record locked." When enabled, this setting will prevent the system from displaying the message notifying a user that they have checked out a record for editing purposes. See Record Lock for further information.
