Difference between revisions of "Template:April2016Upgrade"
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| − | ===Dynamic List View Filtering=== | + | ===New Dynamic List View Filtering=== |
This enhancement adds the following functionality to list views including adding the ability to set a list view for multiple roles, adding the ability to filter a list view based on UTA role, and adding the ability to filter list views based on system variables such as @userid@ and @companyid@ | This enhancement adds the following functionality to list views including adding the ability to set a list view for multiple roles, adding the ability to filter a list view based on UTA role, and adding the ability to filter list views based on system variables such as @userid@ and @companyid@ | ||
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
| − | <!-- 42404 - Dynamic List View Filtering --> | + | <!-- 42404 - Dynamic List View Filtering |
| + | Why: The system now allows list views to be filtered based on UTA role and system variables like User ID and Company ID. This reduces issues for organizations with large numbers of list views by displaying only relevant list views to users based on their specific role and other identifiers. | ||
| + | --> | ||
| − | === | + | ===New Annotate Specific Application and Form Fields with Comments=== |
| − | This | + | This new features enables organizations who receive applications and forms to add field-level comments for applicants to review and revise. |
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
| − | <!-- 42199 - Revision comments --> | + | <!-- 42199 - Revision comments |
| + | This feature allows organizations to better communicate feedback with applicants by allowing them to add comments on specific fields on submitted applications and forms. The process allows the annotated fields to be editable while other fields cannot be modified. | ||
| + | --> | ||
Revision as of 11:11, 15 March 2016
Contents
- 1 Global System Upgrades
- 2 On-Demand System Upgrades
- 2.1 New Dynamic List View Filtering
- 2.2 New Annotate Specific Application and Form Fields with Comments
- 2.3 Stripe Integration
- 2.4 Arcadia X Layout picker (template for section creation)
- 2.5 Create a new style sheet for XML budgets and define default classes for cells
- 2.6 Privacy and Confidentiality is a shared responsibility
- 2.7 Would Like to Lock Contact Record when in Edit Mode
- 2.8 Search field on the Reports page
- 2.9 Add date last modified to custom field list view
- 2.10 Role Permission for Submit button
- 2.11 Assignment List View
- 2.12 37465 - Revamp Dynamic Control fields
- 2.13 View L2 Fields in L3 List View (Like L2 List Views)
- 2.14 UTA Packaging Phase 2 (SmartExchange)
- 2.15 Platform password policy enhancement
- 2.16 Provider / Consumer List View Filter
- 2.17 List View Parent and Child Advanced Search
- 2.18 Batch create Level one from Provider
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:
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:
New Dynamic List View Filtering
This enhancement adds the following functionality to list views including adding the ability to set a list view for multiple roles, adding the ability to filter a list view based on UTA role, and adding the ability to filter list views based on system variables such as @userid@ and @companyid@
New Annotate Specific Application and Form Fields with Comments
This new features enables organizations who receive applications and forms to add field-level comments for applicants to review and revise.
Stripe Integration
This enhancement furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November.
Arcadia X Layout picker (template for section creation)
For novice uses, the Arcadia X layout picker enables the point-and-click configuration of sections using pre-made templates. Users have the ability to choose an Arcadia X theme and background. The resulting layouts will be responsive in nature.
Create a new style sheet for XML budgets and define default classes for cells
This enhancement adds basic styling to XML budgets via predefined css. The results are XML budgets that look good without any independent styling.
This enhancement makes it easier for organizations and their users to understand their privacy and confidentially responsibilities.
Would Like to Lock Contact Record when in Edit Mode
This feature adds the record Lock function when modifying contacts and companies preventing two users from modifying the same record. Function can be turned on and off by going into Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users)
Search field on the Reports page
This enhancement adds the ability to search for reports from within the Reports module.
Add date last modified to custom field list view
Global System Upgrades
Added the Last Modified Date field to custom field list views allowing users and support to see when fields were last changed.
Role Permission for Submit button
Global System Upgrades
Added role and UTA permission settings to Submit buttons. This enhancement makes managing Submit buttons easier and eliminates visibility conditions.
If a Submit button is associated with both a role and UTA role, the UTA role will take precedence.
Assignment List View
Global System Upgrades
This feature adds the ability to assign many objects (example includes users, organizations, Level 1, Level 2, Level 3) to many objects. Phase one of this enhancement (April 2016 Upgrade) will focus on attaching contacts to Level 1s.
37465 - Revamp Dynamic Control fields
Global System Upgrades
This feature changes the way Dynamic Control fields are rendered.
View L2 Fields in L3 List View (Like L2 List Views)
Global System Upgrades
This feature allows level 2 fields to be listed within a level 3 list views in Arcadia X portals. Level 2 fields will also appear in Level 3 advanced searches.
UTA Packaging Phase 2 (SmartExchange)
SmartExchange is a multi-year platform enhancement endeavor aimed at creating a single data exchange structure that can be used to package Instance configurations, UTA configurations, and other data.
Platform password policy enhancement
Global System Upgrades
This feature adds an additional option to the password policy allowing for a user’s ID (in its entirety) cannot be a part of the password, or the whole password.
Provider / Consumer List View Filter
Global System Upgrades
This feature enhances standard list views with the ability to view a subset of consumers from a provider.
List View Parent and Child Advanced Search
This feature is an enhancement on the List View Parent and Child feature introduced in the January 2016 upgrade. With this enhancement Advanced Search functionality has been added to the following:
a) the organization connected to the L1
b) the branch connected to the L1
c) the external person connected to the L1
d) the internal person connected to the L1
Batch create Level one from 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
