Difference between revisions of "Template:April2016Upgrade"
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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. | 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. | ||
<!--This enhancement adds the ability to filter a list view based on UTA roles and the ability to filter list views based on system variables such as @userid@ and @companyid@--> | <!--This enhancement adds the ability to filter a list view based on UTA roles and the ability to filter list views based on system variables such as @userid@ and @companyid@--> | ||
| − | :* [[Why?]] The system now allows list views to be filtered based on UTA role and system variables like User ID and Company ID. | + | :* [[Why?]] <!-- The system now allows list views to be filtered based on UTA role and system variables like User ID and Company ID. -->| [[How]] |
<!-- 42404 - Dynamic List View Filtering --> | <!-- 42404 - Dynamic List View Filtering --> | ||
===Updated Reports Page With List Style and Search Functionality=== | ===Updated Reports Page With List Style and Search Functionality=== | ||
| − | This enhancement extends the Arcadia list view style to the Reports page. This enhancement also adds search functionality. | + | This enhancement extends the Arcadia list view page-style to the Reports page. This enhancement also adds search functionality. |
<!--For organizations with many reports, or organizations who expect to generate many reports over time, this is a welcomed enhancement. The reports page now has search functionality giving you the ability to quickly filter reports by column name, role, status, and type.--> | <!--For organizations with many reports, or organizations who expect to generate many reports over time, this is a welcomed enhancement. The reports page now has search functionality giving you the ability to quickly filter reports by column name, role, status, and type.--> | ||
| − | [[Image:Search_functionality_on_reports.png|Link=|800px]] | + | <!-- [[Image:Search_functionality_on_reports.png|Link=|800px]] --> |
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 42000 - Search field on the Reports page --> | <!-- 42000 - Search field on the Reports page --> | ||
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===Enhanced Password Policy Options=== | ===Enhanced Password Policy Options=== | ||
| − | This feature adds additional rigor to the password policy platform-wide. It | + | This feature adds additional rigor to the password policy platform-wide. It ensures a user’s ID cannot be part of the user's password, or the whole password. |
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 44147 - Platform password policy enhancement --> | <!-- 44147 - Platform password policy enhancement --> | ||
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===New Disable User Account After Inactive Period=== | ===New Disable User Account After Inactive Period=== | ||
| − | This enhancement | + | 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. |
:* [[Disable User Account After Inactive Period - Why?|Why?]] | [[Disable User Account After Inactive Period|How]] | :* [[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) --> | ||
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===New Font Weight and Color Settings Added to List View Columns=== | ===New Font Weight and Color Settings Added to List View Columns=== | ||
This enhancement adds the ability to easily select a column font color and specify the column text font weight from the list view settings. | This enhancement adds the ability to easily select a column font color and specify the column text font weight from the list view settings. | ||
| − | [[Image:List_view_font_weight_and_color.png|link=|700px]] | + | <!-- [[Image:List_view_font_weight_and_color.png|link=|700px]] --> |
:* [[Font Weight and Color Settings for List View Columns - Why?|Why?]] | [[How]] | :* [[Font Weight and Color Settings for List View Columns - Why?|Why?]] | [[How]] | ||
<!--46372 - Add Font weight and color settings to list columns--> | <!--46372 - Add Font weight and color settings to list columns--> | ||
===Visual Enhancements for Arcadia Tabs and Captions=== | ===Visual Enhancements for Arcadia Tabs and Captions=== | ||
| − | Updated the style of Arcadia tabs and captions for improved look and feel. These include tab accent colors and additional white space.<br /><br /> | + | Updated the style of Arcadia tabs and captions for improved look and feel. These include tab accent colors and additional white space between tabs.<br /><br /> |
[[Image:Updated_style_of_arcadia_styles_1.png|link=]]<br /> | [[Image:Updated_style_of_arcadia_styles_1.png|link=]]<br /> | ||
* ''The Arcadia tab with updated styling (above)''<br /> | * ''The Arcadia tab with updated styling (above)''<br /> | ||
| − | [[Image:Updated_style_of_arcadia_styles_2.png|link=]]<br /> | + | <!-- |
| + | [[Image:Updated_style_of_arcadia_styles_2.png|link=|500px]]<br /> | ||
* ''The Arcadia tab look prior to new styling (above)''<br /> | * ''The Arcadia tab look prior to new styling (above)''<br /> | ||
| + | --> | ||
<!-- 46437 - Arcadia Tabs are boring and grey --> | <!-- 46437 - Arcadia Tabs are boring and grey --> | ||
<!--45946 - Arcadia Caption--> | <!--45946 - Arcadia Caption--> | ||
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==On-Demand System Upgrades== | ==On-Demand System Upgrades== | ||
| − | The following features are | + | The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator: |
| − | ===Provider / Consumer List | + | ===Enhanced Search and Filter Functionality Added to Provider / Consumer List Views=== |
77277 | 77277 | ||
| − | This feature enhances | + | This feature enhances Consumer / Provider list views with the ability to search and filter results. |
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 44457 - Provider / Consumer List View Filter --> | <!-- 44457 - Provider / Consumer List View Filter --> | ||
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77277 | 77277 | ||
| − | New | + | New Assignment Panels allows you navigate different list views simultaneously and easily search and bulk assign users to records. This first phase is limited to the ability to assign users in one panel to Level 1 records in the other panel but this will be expanded to in the future to allow assignment to and from more record types. |
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<!-- 43318 - Stripe Integration --> | <!-- 43318 - Stripe Integration --> | ||
<!-- 42475 - Payment Form --> | <!-- 42475 - Payment Form --> | ||
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==Notes for Admins== | ==Notes for Admins== | ||
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===New Create Arcadia X Layouts Using Pre-Made Templates With the Layout Picker=== | ===New Create Arcadia X Layouts Using Pre-Made Templates With the Layout Picker=== | ||
| − | The Arcadia X layout picker enables the point-and-click configuration of portal sections using pre-made templates and the choice of Arcadia X themes and backgrounds. 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. | + | The Arcadia X layout picker enables the point-and-click configuration of portal sections 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. --> | ||
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 37891 - Arcadia X Layout picker (template for section creation) --> | <!-- 37891 - Arcadia X Layout picker (template for section creation) --> | ||
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===Enhanced Record Lock Feature Added when Modifying Contacts and Companies=== | ===Enhanced Record Lock Feature Added when Modifying Contacts and Companies=== | ||
| − | The Record Lock feature gives the first person to access a record in Edit mode exclusive access to the record so that others cannot edit it until released. This enhancement extends the Record Lock functionality to include Contacts and Organizations and eliminates the possibility of concurrently editing these records | + | The Record Lock feature gives the first person to access a record in Edit mode exclusive access to the record so that others cannot edit it until released. This enhancement extends the Record Lock functionality to include Contacts and Organizations and eliminates the possibility of two users concurrently editing these records. |
<!--This optional feature locks a contact and company record when in edit mode. This eliminates any possibility of two users from modifying the same record at the same time. It is possible that two people could attempt to edit the same record at the same time. This scenario is not ideal as it could lead to data loss. This enhancement extends the existing record lock feature to include contacts and company records eliminating the possibility of two people editing the same record record simultaneously. This feature is optional and can be turned on and off from within Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users) | <!--This optional feature locks a contact and company record when in edit mode. This eliminates any possibility of two users from modifying the same record at the same time. It is possible that two people could attempt to edit the same record at the same time. This scenario is not ideal as it could lead to data loss. This enhancement extends the existing record lock feature to include contacts and company records eliminating the possibility of two people editing the same record record simultaneously. This feature is optional and can be turned on and off from within Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users) | ||
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===New Control Page Breaks and Page Orientation With SmartField PDF Options=== | ===New Control Page Breaks and Page Orientation With SmartField PDF Options=== | ||
This enhancement enables greater control of PDF documents generated from SmartField Views by one-click control of page breaks and page orientation. | This enhancement enables greater control of PDF documents generated from SmartField Views by one-click control of page breaks and page orientation. | ||
| + | <!-- | ||
[[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|How]] | :* [[Control Page Breaks and Page Orientation With SmartField PDF Options - Why?|Why?]] | [[Control Page Breaks and Page Orientation With SmartField PDF Options|How]] | ||
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
Revision as of 11:52, 18 April 2016
Contents
- 1 Global System Upgrades
- 1.1 New Currencies Now Supported in the System
- 1.2 New Dynamic List View Filtering
- 1.3 Updated Reports Page With List Style and Search Functionality
- 1.4 New Level 2 Fields Now Visible in Level 3 List Views
- 1.5 Enhanced Password Policy Options
- 1.6 New Advanced Search Extended to Organizations, Branches, and External Persons Connected to the Level 1
- 1.7 New Disable User Account After Inactive Period
- 1.8 New Font Weight and Color Settings Added to List View Columns
- 1.9 Visual Enhancements for Arcadia Tabs and Captions
- 2 On-Demand System Upgrades
- 3 Beta Previews
- 3.1 New Annotate Specific Application and Form Fields with Comments
- 3.2 New Assignment Panels - Phase 1
- 3.3 Enhanced Custom Field List Views Now Display Last Modified Date
- 3.4 New Invite New and Existing Contacts Into The System Via Email
- 3.5 Batch Create Records Based on Provider Details
- 3.6 Enhanced Stripe e-Payment Integration
- 4 Notes for Admins
- 4.1 New Style Sheet for XML Budgets and Defined Default Classes for Cells
- 4.2 Enhanced Revamp of Dynamic Control Fields
- 4.3 New Create Arcadia X Layouts Using Pre-Made Templates With the Layout Picker
- 4.4 New Role Permissions for Submit buttons
- 4.5 Enhanced Record Lock Feature Added when Modifying Contacts and Companies
- 4.6 New Control Page Breaks and Page Orientation With SmartField PDF Options
- 4.7 Enhanced Message Queue Functionality Enables Re-Sending of Failed Emails
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:
New Currencies Now Supported in the System
40 new currencies have been added to the list of standard system currencies.
New 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.
Updated Reports Page With List Style and Search Functionality
This enhancement extends the Arcadia list view page-style to the Reports page. This enhancement also adds search functionality.
New Level 2 Fields Now Visible in Level 3 List Views
This feature allows level 2 fields to be referenced from within a level 3 list view in Arcadia X portals. Level 2 fields will also appear in Level 3 advanced searches.
Enhanced Password Policy Options
This feature adds additional rigor to the password policy platform-wide. It ensures a user’s ID cannot be part of the user's password, or the whole password.
New Advanced Search Extended to Organizations, Branches, and External Persons Connected to the Level 1
This feature enhances the advanced search for list views to be able to search attributes of associated objects, and builds on the enhancements introduced in the January 2016 upgrade. With this enhancement Advanced Search functionality has been added to the following:
- 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
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.
New Font Weight and Color Settings Added to List View Columns
This enhancement adds the ability to easily select a column font color and specify the column text font weight from the list view settings.
Visual Enhancements for Arcadia Tabs and Captions
Updated the style of Arcadia tabs and captions for improved look and feel. These include tab accent colors and additional white space between tabs.
- The Arcadia tab with updated styling (above)
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:
Enhanced Search and Filter Functionality Added to Provider / Consumer List Views
77277 This feature enhances Consumer / Provider list views with the ability to search and filter results.
New Customizable Privacy and Confidentiality Policies and Persistent Hyperlinks
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.
Beta Previews
New Annotate Specific Application and Form Fields with Comments
Revision Annotations allows you to mark up 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 make annotations to fields and others the ability to edit the field value, for example when requiring users to make revisions to their forms.
New Assignment Panels - Phase 1
77277
New Assignment Panels allows you navigate different list views simultaneously and easily search and bulk assign users to records. This first phase is limited to the ability to assign users in one panel to Level 1 records in the other panel but this will be expanded to in the future to allow assignment to and from more record types.
Enhanced Custom Field List Views Now Display Last Modified Date
This enhancement adds the last modified date field to Custom Field list views. This data is useful when tracking changes made to these list views.
New Invite New and Existing Contacts Into The System Via Email
This new feature introduces the easy invitation of a contact to collaborate on a system record through an email invitation. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. This new feature will send invitations to contacts who currently exist as a contact in the system and to contacts who do not exist. Contacts who are new will be directed to a contact sign-up page when applicable. This simplifies the process of inviting all contacts to participate in system activities.
Batch Create Records Based on Provider Details
This new feature enables the creation of consumer associated records in batch based on the contacts or companies associated to the provider record.
Enhanced Stripe e-Payment Integration
77277 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 for Cells
Updated the style of XML data custom fields with a new default style sheet. This enhancement eliminates the needs to hand code HTML styling when creating XML data fields.
Enhanced Revamp of 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.
New Create Arcadia X Layouts Using Pre-Made Templates With the Layout Picker
The Arcadia X layout picker enables the point-and-click configuration of portal sections 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 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 Record Lock Feature Added when Modifying Contacts and Companies
The Record Lock feature gives the first person to access a record in Edit mode exclusive access to the record so that others cannot edit it until released. This enhancement extends the Record Lock functionality to include Contacts and Organizations and eliminates the possibility of two users concurrently editing these records.
New Control Page Breaks and Page Orientation With SmartField PDF Options
This enhancement enables greater control of PDF documents generated from SmartField Views by one-click control of page breaks and page orientation.
Enhanced Message Queue Functionality Enables Re-Sending of Failed Emails
Updated the message queue list with the ability to re-send failed emails that did not previously send for any number of reasons.
