Difference between revisions of "Template:November2022Upgrade"
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===Minor Updates=== | ===Minor Updates=== | ||
| − | ==== | + | ====Added Invitations Import Wizard to UTA Level 3s==== |
| − | + | Extended the ability to easily import invitations in bulk using the Invitation Import Wizard to Level 3s. To see this link, go to UTA Settings > Level 3 tab > Invitation Import Wizard | |
| − | <!-- | + | <!-- 124048 - L3 invitation import wizard --> |
| + | |||
| + | ====Updated the Transaction Type Settings Page==== | ||
| + | Added the left navigation to the Transaction Type settings page. Specifically, the left-hand navigation now contains a tab for Template Page and Verification | ||
| + | Mapping. Also, the Advanced Logic setting has been renamed UTA Link Button Condition and has been moved to the bottom of the Main tab. To see these changes, go to Global Settings > Transactions tab > Types and edit a type. | ||
| + | <!-- 125402 - Modernize the Transaction Type pages --> | ||
| + | |||
| + | ====Added Ability to Specify a Role as External Only==== | ||
| + | Added the ability to tag a role as exclusively external in order to prevent that role from being assigned to internal users. Specifically, the Internal User Role Only toggle has been replaced with a dropdown called Availability Restriction. This new setting can be used to specify if a role should be only given to an internal or an external user. To see this setting, go to Global Settings > Users tab > Roles > Edit a Role. | ||
| + | <!-- 125839 - Enhancement Request: 'External Role Only' option on roles External --> | ||
| + | |||
| + | ====Added Ability to Create Configuration Folder on Autoloader Pages==== | ||
| + | Added ability to add a new configuration folder directly from the autoloader settings page. Previously, if the desired processing folder was not yet created, users would have to go to the SmartFolders to create a folder and then return to the autoloader page in order to select the newly created folder. To see this the new Create Folder button, go to Autoloaders > Edit an autoloader > General tab. The new button appears beside the Processing Folder input. | ||
| + | <!-- 133982 - Autoloader improvements (folder picker) --> | ||
| + | |||
| + | ====Updated Breadcrumb Appearance==== | ||
| + | Updated the look of the breadcrumb navigation to be more compact and mobile-friendly. | ||
| + | <!-- 126333 - Breadcrumb (hierarchical record navigation bar) on mobile phone and desktop --> | ||
| + | |||
| + | ====Added Ability to Export System Email Templates==== | ||
| + | Added a button to the system email templates page to allow for exports. To see the Export Email button, go to Global Settings > Communications tab > System Email Templates | ||
| + | <!-- 126880 - Need a way to easily export all system emails --> | ||
| + | |||
| + | ====Added Type and Status Filters to Workflow Email Previews==== | ||
| + | Added the Type and Status filter to the workflow email preview for easier record searching and selection. To see this setting, go to Workflows > Edit a Workflow > Tasks tab > Edit a task of the Acknowledgment type > Message Template tab > Preview. | ||
| + | <!-- 126881 - Improve email preview lookup from workflow --> | ||
| + | |||
| + | ====Added Primary Contact Option for UTA Group Emails==== | ||
| + | Added the Primary Contact option when creating a group email from a UTA Level 1, 2, and 3 list view. | ||
| + | |||
| + | Note: On Level 2s and 3’s, this option will select the primary contact associated with the Level 1 Branch standard field. To see the new option, go to a UTA Level 1, 2 or 3 and click the Group Email button. | ||
| + | <!-- 127215 - Group Email Recipients --> | ||
| + | |||
| + | ====Added Invitation Details Button==== | ||
| + | Added a new button called Details to the invitations page. This new button will appear for every invitation and shows Invited Date, Last Updated, Response Date and optionally a reason for why the user accepted or declined the invitation. To see this new button, go to the desired UTA > Open a record > Click Invitations on the left-hand navigation. | ||
| + | <!-- 128627 - Enhancement to Invitations feature, add date of invite/accept/decline --> | ||
| + | |||
| + | ====Added Search to Activity List Views on Record Pages==== | ||
| + | Added search for activity list views within a record. For example, on the Level 1 record, click on the Level 2 Activity tab to see the list view with search options. On level 2 records, click on the Level 3 Activity tab to see the list view with search options. | ||
| + | <!-- 130906 - Add search to left-hand menu activity list views --> | ||
| + | |||
| + | ====Added Ability to use Custom Lookup Options with Dynamic Field Visibility Controls==== | ||
| + | Added the ability to use custom lookup fields as the primary fields in Dynamic Field Visibility Controls. To set up custom lookup options, create a Select One -Dropdown List with Enable Dynamic Content and Use Custom Lookup Options toggled on. To specify a custom lookup options field, go to UTA Settings > Level 1 tab > Dynamic Field Visibility Controls > Create a new visibility control > Once saved, set the Primary Field to be the desired Custom Lookup Options field. | ||
| + | <!-- 133369 - Allow Dynamic Field Visibility to work with Custom Lookup Options --> | ||
| + | |||
| + | ====Added Configuration Mode in View Mode==== | ||
| + | Added ability to enter Configuration Mode when a record is in View Mode. Previously, Configuration Mode was only available when records were in Edit Mode. Configuration Mode can be found under the Tools menu for User, Company, and Level 1 record pages. | ||
| + | <!-- 133786 - Make Configuration mode available in view mode --> | ||
| + | |||
| + | ====Added Default Page Layout Option to the Web Page View Custom Field==== | ||
| + | Added a new setting for Special - Web Page View custom fields to allow for default or custom page layouts. It is recommended that you leave this set to the new Default option whenever possible. This ensures you always have the latest template. There is a Custom option if you want to see and modify the web page view HTML template. To see this setting, go to the settings of any web page view custom field. Under the General Settings tab, the new setting is called Page Layout. | ||
| + | <!-- 134367 - Default/Custom page layout option for web page view fields --> | ||
| + | |||
| + | ====Added Ability to Lookup Email Templates in Group Emails==== | ||
| + | Added ability to lookup email templates for group emails. Previously, you could select email templates using a drop down but now you can also search for email templates in the dropdown which is helpful if you have many templates. To see this feature, go to UTA > Select desired records > Click Group Email > Select users and click Next > Click the Template field to see a new lookup field. This feature is also available for group emails sent from the record contacts page. | ||
| + | <!-- 138069 - Enhancement - Improve Template Selection in the New Email/Message Centre --> | ||
| + | |||
| + | ====Added Tab for for Failed E-Signatures to Queue==== | ||
| + | Added a Failed tab to the E-Signatures Queue to make it easier to see any e-signature documents that failed. This allows users who’ve sent batch e-signature requests to see the status in one place instead of individually checking the status on each web page view. To see this tab, go to Global Settings > Integrations > E-signature Queue > Failed tab. | ||
| + | <!-- 138900 - E-signature Failed documents list --> | ||
==On-Demand System Upgrades== | ==On-Demand System Upgrades== | ||
Revision as of 16:12, 26 October 2022
Contents
- 1 General Details
- 2 Overview
- 3 Global System Upgrades
- 3.1 Major Updates
- 3.2 Minor Updates
- 3.2.1 Added Invitations Import Wizard to UTA Level 3s
- 3.2.2 Updated the Transaction Type Settings Page
- 3.2.3 Added Ability to Specify a Role as External Only
- 3.2.4 Added Ability to Create Configuration Folder on Autoloader Pages
- 3.2.5 Updated Breadcrumb Appearance
- 3.2.6 Added Ability to Export System Email Templates
- 3.2.7 Added Type and Status Filters to Workflow Email Previews
- 3.2.8 Added Primary Contact Option for UTA Group Emails
- 3.2.9 Added Invitation Details Button
- 3.2.10 Added Search to Activity List Views on Record Pages
- 3.2.11 Added Ability to use Custom Lookup Options with Dynamic Field Visibility Controls
- 3.2.12 Added Configuration Mode in View Mode
- 3.2.13 Added Default Page Layout Option to the Web Page View Custom Field
- 3.2.14 Added Ability to Lookup Email Templates in Group Emails
- 3.2.15 Added Tab for for Failed E-Signatures to Queue
- 4 On-Demand System Upgrades
- 5 Beta Previews
- 6 Notes for Admins
General Details
Upgrade Dates
Public Cloud Production release date: November 10 2022
Public Cloud Backup release date: October 27 2022
Private Cloud Production (Managed Upgrades) release date: November 24 2022
Private Cloud Backup (Managed Upgrades) release date: November 10 2022
Overview
Watch this video to get a general overview of the new features in this release.
Coming soon
To watch this video in full screen, please click on the full screen button on the bottom right.
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:
Major Updates
Enforcing Deny Permissions for Portal Pages on Common Role
Changed the behavior of the Deny Access permission setting for pages on the Common portal. This setting will now deny access to the portal page for any roles selected. Previously, the Deny Access permission hid the link from view in the main header menu but the page was still accessible via a portal shortcut. If you want to hide a portal page but still allow people to access the portal page via a shortcut, toggle off Display As Header Link. To see the affected setting go to Global Settings > Users tab > Portals > Common > edit a Portal Page > Permissions tab.
Deprecated Password Variables
Deprecated several password variables for security reasons. For example, sending passwords as plain text via emails is not a secure practice. If your system contains any of these deprecated variables, they will display as plain text. Deprecated variables include: @password@, @checkportalpassword@, @checkactivatedpassword@, @randompassword@ and @passwordresetlink@. System Administrators must change existing email templates to use password activation links that will send the user to a page where the user can set their password. The syntax for password links is https://@url@@activationlink@. Emails that need to be updated are located at Menu Icon > Global Settings > Security tab > Password and Activation Policies > Click the Activation Emails tab in the left navigation. Another location where these variables may be present is on user signup pages. To find user signup email templates go to Menu icon > Global Settings > Communications > System Email Templates > Search for “New User”.
Enhanced Multi-Factor Authentication
Moved multi-factor authentication (MFA) settings from the user roles to Global Settings > Security tab > Password and Activation Policies. In this new location, you can enable MFA and assign MFA options to some or all roles from a single central location. Additionally, there is also a new toggle called Enable Trusted Device. If you enable trusted devices, you can set the time period in which a person who has authenticated into the system can bypass entering the MFA verification code.
Enhancements to the List View
Added System Filters to the basic search Filter drop down. Previously, system filters were only visible when Advanced Search was toggled on. We also added the ability to set system filters as configuration only. Setting a system filter as configuration only will hide the system filter from the Filter drop down on the search for end users, but still allow system administrators to select the system filter while configuring their system. Additionally, if you have permission to edit a system filter, you will also see an edit button beside the filter name in the dropdown.
Minor Updates
Added Invitations Import Wizard to UTA Level 3s
Extended the ability to easily import invitations in bulk using the Invitation Import Wizard to Level 3s. To see this link, go to UTA Settings > Level 3 tab > Invitation Import Wizard
Updated the Transaction Type Settings Page
Added the left navigation to the Transaction Type settings page. Specifically, the left-hand navigation now contains a tab for Template Page and Verification Mapping. Also, the Advanced Logic setting has been renamed UTA Link Button Condition and has been moved to the bottom of the Main tab. To see these changes, go to Global Settings > Transactions tab > Types and edit a type.
Added Ability to Specify a Role as External Only
Added the ability to tag a role as exclusively external in order to prevent that role from being assigned to internal users. Specifically, the Internal User Role Only toggle has been replaced with a dropdown called Availability Restriction. This new setting can be used to specify if a role should be only given to an internal or an external user. To see this setting, go to Global Settings > Users tab > Roles > Edit a Role.
Added Ability to Create Configuration Folder on Autoloader Pages
Added ability to add a new configuration folder directly from the autoloader settings page. Previously, if the desired processing folder was not yet created, users would have to go to the SmartFolders to create a folder and then return to the autoloader page in order to select the newly created folder. To see this the new Create Folder button, go to Autoloaders > Edit an autoloader > General tab. The new button appears beside the Processing Folder input.
Updated Breadcrumb Appearance
Updated the look of the breadcrumb navigation to be more compact and mobile-friendly.
Added Ability to Export System Email Templates
Added a button to the system email templates page to allow for exports. To see the Export Email button, go to Global Settings > Communications tab > System Email Templates
Added Type and Status Filters to Workflow Email Previews
Added the Type and Status filter to the workflow email preview for easier record searching and selection. To see this setting, go to Workflows > Edit a Workflow > Tasks tab > Edit a task of the Acknowledgment type > Message Template tab > Preview.
Added Primary Contact Option for UTA Group Emails
Added the Primary Contact option when creating a group email from a UTA Level 1, 2, and 3 list view.
Note: On Level 2s and 3’s, this option will select the primary contact associated with the Level 1 Branch standard field. To see the new option, go to a UTA Level 1, 2 or 3 and click the Group Email button.
Added Invitation Details Button
Added a new button called Details to the invitations page. This new button will appear for every invitation and shows Invited Date, Last Updated, Response Date and optionally a reason for why the user accepted or declined the invitation. To see this new button, go to the desired UTA > Open a record > Click Invitations on the left-hand navigation.
Added Search to Activity List Views on Record Pages
Added search for activity list views within a record. For example, on the Level 1 record, click on the Level 2 Activity tab to see the list view with search options. On level 2 records, click on the Level 3 Activity tab to see the list view with search options.
Added Ability to use Custom Lookup Options with Dynamic Field Visibility Controls
Added the ability to use custom lookup fields as the primary fields in Dynamic Field Visibility Controls. To set up custom lookup options, create a Select One -Dropdown List with Enable Dynamic Content and Use Custom Lookup Options toggled on. To specify a custom lookup options field, go to UTA Settings > Level 1 tab > Dynamic Field Visibility Controls > Create a new visibility control > Once saved, set the Primary Field to be the desired Custom Lookup Options field.
Added Configuration Mode in View Mode
Added ability to enter Configuration Mode when a record is in View Mode. Previously, Configuration Mode was only available when records were in Edit Mode. Configuration Mode can be found under the Tools menu for User, Company, and Level 1 record pages.
Added Default Page Layout Option to the Web Page View Custom Field
Added a new setting for Special - Web Page View custom fields to allow for default or custom page layouts. It is recommended that you leave this set to the new Default option whenever possible. This ensures you always have the latest template. There is a Custom option if you want to see and modify the web page view HTML template. To see this setting, go to the settings of any web page view custom field. Under the General Settings tab, the new setting is called Page Layout.
Added Ability to Lookup Email Templates in Group Emails
Added ability to lookup email templates for group emails. Previously, you could select email templates using a drop down but now you can also search for email templates in the dropdown which is helpful if you have many templates. To see this feature, go to UTA > Select desired records > Click Group Email > Select users and click Next > Click the Template field to see a new lookup field. This feature is also available for group emails sent from the record contacts page.
Added Tab for for Failed E-Signatures to Queue
Added a Failed tab to the E-Signatures Queue to make it easier to see any e-signature documents that failed. This allows users who’ve sent batch e-signature requests to see the status in one place instead of individually checking the status on each web page view. To see this tab, go to Global Settings > Integrations > E-signature Queue > Failed tab.
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 Global Administrator:
Major Updates
Title
Text.
Minor Updates
Title
Text.
Beta Previews
No features are available for beta preview this upgrade.
Notes for Admins
Title
Text.
