Difference between revisions of "Template:April2016Upgrade"
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==Global System Upgrades== | ==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: | 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== | ==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: | The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator: | ||
| − | + | ||
| + | ===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]] | ||
| + | <!-- 42404 - Dynamic List View Filtering --> | ||
| − | + | ===Revision comments=== | |
This feature allows annotations to be added to specific blocks of text. Annotation allows revisions to be make to a field without making other fields editable. | This feature allows annotations to be added to specific blocks of text. Annotation allows revisions to be make to a field without making other fields editable. | ||
| + | :* [[Why?]] | [[How]] | ||
| + | <!-- 42199 - Revision comments --> | ||
| − | + | ===Stripe Integration=== | |
This enhancement furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November. | This enhancement furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November. | ||
| + | :* [[Why?]] | [[How]] | ||
| + | <!-- 43318 - Stripe Integration --> | ||
| + | |||
| + | ===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. | ||
| + | :* [[Why?]] | [[How]] | ||
| − | 37891 - Arcadia X Layout picker (template for section creation) | + | <!-- 37891 - Arcadia X Layout picker (template for section creation) --> |
| − | |||
| − | + | ===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 adds basic styling to XML budgets via predefined css. The results are XML budgets that look good without any independent styling. | ||
| + | :* [[Why?]] | [[How]] | ||
| + | <!-- 36544 - Create a new style sheet for XML budgets and define default classes for cells --> | ||
| − | + | ===Privacy and Confidentiality is a shared responsibility=== | |
This enhancement makes it easier for organizations and their users to understand their privacy and confidentially responsibilities. | This enhancement makes it easier for organizations and their users to understand their privacy and confidentially responsibilities. | ||
| + | :* [[Why?]] | [[How]] | ||
| + | <!-- 43930 - Privacy and Confidentiality is a shared responsibility --> | ||
| − | + | ===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. | 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) | 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) | ||
| + | :* [[Why?]] | [[How]] | ||
| + | <!-- 39232 - Would Like to Lock Contact Record when in Edit Mode --> | ||
| − | + | ===Search field on the Reports page=== | |
This enhancement adds the ability to search for reports from within the Reports module. | This enhancement adds the ability to search for reports from within the Reports module. | ||
| + | :* [[Why?]] | [[How]] | ||
| + | <!-- 42000 - Search field on the Reports pag --> | ||
| − | + | ===Add date last modified to custom field list view=== | |
Global System Upgrades<br /> | Global System Upgrades<br /> | ||
Added the '''Last Modified Date''' field to custom field list views allowing users and support to see when fields were last changed. | Added the '''Last Modified Date''' field to custom field list views allowing users and support to see when fields were last changed. | ||
| + | :* [[Why?]] | [[How]] | ||
| + | <!-- 35656 - Add date last modified to custom field list view --> | ||
| − | + | ===Role Permission for Submit button=== | |
Global System Upgrades<br /> | Global System Upgrades<br /> | ||
| − | Added role and UTA permission settings to '''Submit buttons'''. This enhancement makes managing Submit buttons easier and eliminates | + | 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. | If a Submit button is associated with both a role and UTA role, the UTA role will take precedence. | ||
| + | :* [[Why?]] | [[How]] | ||
| + | <!-- 40243 - Role Permission for Submit button --> | ||
| − | + | ===Assignment List View=== | |
Global System Upgrades<br /> | Global System Upgrades<br /> | ||
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. | 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. | ||
| + | :* [[Why?]] | [[How]] | ||
| + | <!-- 35842 - Assignment List View --> | ||
| − | 37465 - Revamp Dynamic Control fields | + | ===37465 - Revamp Dynamic Control fields=== |
Global System Upgrades<br /> | Global System Upgrades<br /> | ||
This feature changes the way Dynamic Control fields are rendered. | This feature changes the way Dynamic Control fields are rendered. | ||
| + | :* [[Why?]] | [[How]] | ||
| + | <!-- --> | ||
| − | + | ===View L2 Fields in L3 List View (Like L2 List Views)=== | |
Global System Upgrades<br /> | Global System Upgrades<br /> | ||
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. | 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. | ||
| + | :* [[Why?]] | [[How]] | ||
| + | <!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) --> | ||
| + | |||
| + | ===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. | ||
| + | :* [[Why?]] | [[How]] | ||
| − | 44695 - UTA Packaging Phase 2 (SmartExchange) | + | <!-- 44695 - UTA Packaging Phase 2 (SmartExchange) --> |
| − | + | ===Platform password policy enhancement=== | |
Global System Upgrades<br /> | Global System Upgrades<br /> | ||
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. | 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. | ||
| + | :* [[Why?]] | [[How]] | ||
| + | <!-- 44147 - Platform password policy enhancement --> | ||
| − | + | ===Provider / Consumer List View Filter=== | |
Global System Upgrades<br /> | Global System Upgrades<br /> | ||
This feature enhances standard list views with the ability to view a subset of consumers from a provider. | This feature enhances standard list views with the ability to view a subset of consumers from a provider. | ||
| + | :* [[Why?]] | [[How]] | ||
| + | <!-- 44457 - Provider / Consumer List View Filter --> | ||
| − | + | ===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:<br /> | 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:<br /> | ||
a) the organization connected to the L1<br />b) the branch connected to the L1<br />c) the external person connected to the L1<br />d) the internal person connected to the L1<br /> | a) the organization connected to the L1<br />b) the branch connected to the L1<br />c) the external person connected to the L1<br />d) the internal person connected to the L1<br /> | ||
| + | :* [[Why?]] | [[How]] | ||
| + | <!-- 44524 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket --> | ||
| − | + | ===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 | 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 | ||
| + | :* [[Why?]] | [[How]] | ||
| + | <!-- 44779 - Batch create Level one from Provider --> | ||
Revision as of 13:52, 7 March 2016
Contents
- 1 Global System Upgrades
- 2 On-Demand System Upgrades
- 2.1 Dynamic List View Filtering
- 2.2 Revision 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:
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@
Revision comments
This feature allows annotations to be added to specific blocks of text. Annotation allows revisions to be make to a field without making other fields editable.
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
