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Template:May2014Upgrade

4,431 bytes added, 20:53, 2 May 2014
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..."
==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 May 2014

upgrade to your server:

===Updated Icon Styles for Mobile Devices===

*New sets of icons are avaiable to personalize the [[Portal design|user portals]].
*Users on mobile devices will be automatically detected and their portal interface optimized for mobile useablility.
<!--23845 - Update portal icon style-->

===Recent Searches===

*The system will now store a user's last five sets of search criteria, making it easier to switch between lists of records.
*Click on "Apply Filter" to see a list of the last five searches performed, under the heading "Last Searches."
<!--22590 - Last Searches - List View Enhancement-->

===Intruder Alert Emails===

*We've enhanced the feature that sends emails to alert system administrators of unauthorized login attempts. Now multiple recipients can be specified to receive

intruder alert emails.
<!--23413 - Intruder Email Multiple Users-->

===Update to Advanced Searching on Dates===

*When using date fields as search criteria in [[Advanced Search]], users can now easily specify whether they want records from "Last Year" or "This Year."
<!--26618 - Advanced Search Date functions-->

==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:

===Arcadia X Interface===
*A expedited method of building custom user interfaces is available.
*''Arcadia X'' allows System Administrators to quickly build custom hyperlinks on role-based portals, and to set up the user interface to include shortcuts on various

tabs.
<!--27977 - Arcadia X Interface-->

===List View Improvements===
* [[List view]]s can now be built so that the entire row is clickable, allowing an easier user experience for accessing individual records.
* As well, list views can be configured to be pre-filtered, so that switching to a list view applies the filter and initially shows only the relevant records.
<!--27976 - Arcadia X List View Enhancements-->

===Report Builder Enhancements===
*The [[Report Builder]] has been enhanced to calculate sub-grouping aggregates and totalling.
*System Administrators will find that this allows them to circumvent the need to build [[subreports]] and build summary reports on their data more quickly.
<!--27677 - Report Grouping / Aggregation-->


===XML Field Enhancement==
* Upgraded the [[Custom Field Type: Special - XML Data|XML Data]] custom field type to be able to create, edit or delete {{l2}} records on the fly.
<!--28567 - XML Data Field extension to create L2s->

===Conditional Lists of Values===
* A new functionality has been added to custom fields to allow lists of values to be dependant upon the values in another custom field. See [[Conditional Lists of

Values]] for more information.
<!--22853 - Conditional List of Values-->

===New Functionality for Save / Save Draft buttons===
* System administrators can now add [[visibility condition]]s and [[submit logic]] to the Save and Save Draft buttons on {{UTA}} records.
* This will allow using server-side validation when records are Saved or Saved in Draft, and also allow conditions on whether or not the buttons are visible to users.
<!--19758 - Visibility of Save and Save Draft buttons-->


===Enhancements to Copying Records===
* The permissions for copying {{UTA}} records have been enhanced.
* System administrators can define, by role, the permissions for parts of a record that will be copied.
* The user interface for the Copy Record page is also simplified.
<!--26973 - Copy Enhancements-->


===Enhancement to PDF Writer===
* {{WPV}}s can now be configured to specify the filename for a PDF file generated from that Web Page View.
<!--22632 - Ability to specify file name for PDF's generated using pdfwriter-->


===Enhancement to User Lockout Functionality===
* System administrators can now define a custom message to display to users when a user is locked out due to too many failed login attempts.
* This message will only display when a user has been locked out, and attempts to log in again with the correct password. Therefore, no information will be divulged to

users that fail their login.
<!--15276 - Message when user enters incorrect password-->
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