Changes

The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the September 2013 upgrade to your server:

===Multiple User-Selected Recipients for Workflow Consolidation of Submit Logic Failure Messages===System administrators can configure *In order to assist end users complete forms with multiple [[workflowmandatory]] tasks to prompt the user that triggers the workflow to choose the recipient of a workflow-generated email message. With this enhancementfields, the user can choose multiple recipients of the workflow-generated email message. See SmartSimple will now display all alert messages configured with [[Selecting Recipients in an Acknowledgment WorkflowSubmit Logic]] for further informationinto a consolidated alert window.<!-- 15849 23325 - Workflow routing: let user select many recipientsGroup all failed submit logic into one message--> ===Enhancements Revisions to Notes FunctionalityUser Interface===* Users of SmartSimple's next generation interface - [[NotesArcadia]] can now be added - may notice minor revisions to the configuration pages for [[Templates]], [[Types]]user interface, [[Status]]es such as new tab bars and [[Custom Fields]]. This will allow system administrators to keep track of changes to their system configurationthe title bars on records.<!--22531 23277 - Add NOTES linkage to Templates, Types and Custom FieldsMinor UI changes - Sept. 2013-->* [[Notes]] are also now available for viewing and editing when a record is in [[Edit mode]].<!--22587 - Notes on Edit Mode--br>

The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:

===Bypass Validation Option on Submit ButtonsNew Feature: Recently-Viewed Objects===System Administrators can create submit buttons for records which move the records to a different *When enabled through [[statusManager Permissions]] and trigger the field , a new right-hand panel titled "[[validationRecently Viewed]] and " can be shown containing a list of the most recently-viewed records. Users can then click on their most recently-viewed records to [[Submit Logicnavigation|submit logicnavigate]] 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 easily through the mandatory fields on a recordsystem.<!--19637 - Submit button option to bypass validation-->

===Subreports *The Recently Viewed panel can be Linked using Column Values in Main Report===When creating a subreport, system administrators can now specify that locked to always be shown on the reports should be linked using values from a column right-hand side of the parent report. This allows for a greater flexibility in creating sub-reportsSmartSimple window, or, as administrators are no longer limited to using standard fields to link main reports and subreportsby default, and can now specify will close when a custom fieldrecently-viewed record is selected.<!--18937 23152 - Reporting: Pass column value into sub-report criteriaRecord and display most recently viewed objects-->

===Transaction List ViewsNew Feature: Scheduling Reports===* [[List ViewsSystem Administrator]] s can now schedule reports to be run periodically (daily, weekly, monthly). * Scheduled reports can be defined configured to store custom field values to SmartSimple records, allowing for the periodic aggregation of data.* The following types of SmartSimple records can be updated::*[[Organization]] records:*[[transactionsContact]] records:*[[UTA]] records, i.e. {{l1}}, {{l2}} and {{l3}} records* Typical use cases might include::* On a monthly basis, automatically storing the total number of reviews that have been performed by a given user on their contact [[profile]].:* On a weekly basis, automatically updating a user's profile to match indicate whether or not timesheets have been filled out in SmartSimple.:* On a daily basis, automatically updating on a company's [[profile]] a summation of the list view functionality total number of grants for other system objectswhich contacts of that organization has applied.<!--20205 - Transactions 22927 - List Viewsnew scheduled reports-->

===Email Template CategoriesArcadia - Basing Summary Cross-tab on Standard Fields===When creating an email template* One of the key features of SmartSimple's next-generation [[Arcadia]] interface is its [[Summary Matrix]], which displays a new feature, "Categories" has been added. You can select one cross-tabbed view of the following options:* General – ''Email Template will be available records in all contexts''a SmartSimple application. * UTA Level 1 – The default display of the cross-tabbed view is to break out an application''Email Template will only be available when sending an email from a s [[status]]es as column headings and its [[UTAtemplates]] {{l1}}''as the row headings:* UTA Level 2 & 3 – ''Email Template will only be available when sending an email from a [[UTAImage:ArcadiaL1SummaryView.png|link=|700px]] {{l2}} or {{l3}}''* Contact – ''Email Template will only be available when sending an email from a contact record''The September 2013 upgrade allows system administrators to configure the Arcadia interface to use the Customer, Branch and Owner standard fields as row headings as alternate methods of displaying data summaries.<!--20088 19468 - Email TemplatesArcadia. Summary cross tab based on standard fields-->

===Portal Design EnhancementsSetting Alignment of Columns in Report Builder===When designing a [[Creating a Portal Interface|portal interface]], system administrators *Columns in reports can choose SmartSimple's "Classic" style with a now be set in the Report Builder to be left navigation bar and shortcut icons-, right- or choose the new "Contemporary" portal design style. Web designers can create center-aligned without resorting to 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|system variables]] above the user's portal.<!--21857 13969 - New Portal DesignReporting Enhancements-->

===Hide Notification of Locked RecordIRS/CRA/OFAC Automated Checking===A new setting has been added *The system can now be configured to the perform automated verification of [[Global Settingscontact]] page labeled "Hide record lock from user who has the record locked." When enabledrecords, this setting will prevent the system from displaying the message notifying a user that they have checked out a record for editing purposes. See as well as [[Record Lockorganization]] for further informationrecords, against the OFAC database.*The settings page to configure the automatic verification of records against the IRS/CRA/OFAC online databases has been simplified.<!--21591 - IRS/CRA/OFAC Automated Checking-->