Difference between revisions of "Template:April2016Upgrade"
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:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 42000 - Search field on the Reports page | <!-- 42000 - Search field on the Reports page | ||
| − | For organizations with | + | 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. |
--> | --> | ||
| − | ===Enhanced | + | ===Enhanced Custom Field List Views Now Display Last Modified Date=== |
Global System Upgrades<br /> | Global System Upgrades<br /> | ||
| − | This enhancement makes it easy to determine when a custom field list view was modified | + | This enhancement adds the last modified date to custom list views and makes it easy to determine when a custom field list view was modified. This will be particularly useful when troubleshooting changes made to list views. |
| − | |||
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 35656 - Add date last modified to custom field list view --> | <!-- 35656 - Add date last modified to custom field list view --> | ||
| − | ===Role | + | ===New Role Permissions for Submit buttons=== |
Global System Upgrades<br /> | Global System Upgrades<br /> | ||
| − | + | Submit buttons can now be configured so that they are presented to users based on role and UTA role permission settings reducing the need for visibility conditions. If a Submit button is associated with both a role and UTA role, the UTA role permission will take precedence. | |
| − | If a Submit button is associated with both a role and UTA role, the UTA role will take precedence. | ||
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
| − | <!-- 40243 - Role Permission for Submit button --> | + | <!-- 40243 - Role Permission for Submit button |
| + | Prior to this enhancement, Submit buttons could be associated with one or more Level One templates and visibility conditions controlled when the button was visible. This enhancement adds role and UTA role permissions to Submit buttons giving admins more flexibility when configuring them. | ||
| + | --> | ||
| − | ===Assignment List View=== | + | ===New Ability to Assign Many Objects to Many Objects With the Assignment List View - Phase 1=== |
Global System Upgrades<br /> | Global System Upgrades<br /> | ||
| − | This feature adds the ability to assign many objects ( | + | This feature adds the ability to assign many objects to many objects through the new Assignment List View feature. This feature will allow you to easily attach a group of reviewers to a Level One, assign many users to one ore many organizations, even attach a Level 1 to one or more Level Ones. Once fully implemented, this enhancement adds the ability to assign many objects (like users, organizations, Level 1, Level 2, Level 3s), to many objects. Phase one of this enhancement (April 2016 Upgrade) will add the ability to attach one or many contacts to Level 1s. |
:* [[Why?]] | [[How]] | :* [[Why?]] | [[How]] | ||
<!-- 35842 - Assignment List View --> | <!-- 35842 - Assignment List View --> | ||
Revision as of 12:09, 16 March 2016
Contents
- 1 Global System Upgrades
- 2 On-Demand System Upgrades
- 2.1 New Dynamic List View Filtering
- 2.2 New Annotate Specific Application and Form Fields with Comments
- 2.3 Enhanced Stripe Integration
- 2.4 New Arcadia X Layout Picker
- 2.5 New Privacy and Confidentiality Hyperlink Added to Login Pages by Default
- 2.6 Enhanced Record Lock Feature Added when Modifying Contacts and Companies
- 2.7 Enhanced Search Functionality Added to Reports Page
- 2.8 Enhanced Custom Field List Views Now Display Last Modified Date
- 2.9 New Role Permissions for Submit buttons
- 2.10 New Ability to Assign Many Objects to Many Objects With the Assignment List View - Phase 1
- 2.11 37465 - Revamp Dynamic Control fields
- 2.12 View L2 Fields in L3 List View (Like L2 List Views)
- 2.13 UTA Packaging Phase 2 (SmartExchange)
- 2.14 Platform password policy enhancement
- 2.15 Provider / Consumer List View Filter
- 2.16 List View Parent and Child Advanced Search
- 2.17 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:
New 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@
New Annotate Specific Application and Form Fields with Comments
This new features enables organizations who receive applications and forms to add field-level comments for applicants to review and revise.
Enhanced Stripe Integration
This enhancement furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November.
New Arcadia X Layout Picker
The Arcadia X layout picker enables the point-and-click configuration of sections using pre-made templates and the choice of Arcadia X themes and backgrounds. All Arcadia X sections built using the layout picker are responsive.
New Privacy and Confidentiality Hyperlink Added to Login Pages by Default
Privacy is a shared responsibility. This enhancement places a visible privacy and confidentiality hyperlink on the top right corner of all login pages. This makes it easier for organizations to communicate their unique privacy and confidentially responsibilities to their users in a consistent manner.
Enhanced Record Lock Feature Added when Modifying Contacts and Companies
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.
Enhanced Search Functionality Added to Reports Page
This enhancement adds the search feature to reports page.
Enhanced Custom Field List Views Now Display Last Modified Date
Global System Upgrades
This enhancement adds the last modified date to custom list views and makes it easy to determine when a custom field list view was modified. This will be particularly useful when troubleshooting changes made to list views.
New Role Permissions for Submit buttons
Global System Upgrades
Submit buttons can now be configured so that they are presented to users based on role and UTA role permission settings reducing the need for visibility conditions. If a Submit button is associated with both a role and UTA role, the UTA role permission will take precedence.
New Ability to Assign Many Objects to Many Objects With the Assignment List View - Phase 1
Global System Upgrades
This feature adds the ability to assign many objects to many objects through the new Assignment List View feature. This feature will allow you to easily attach a group of reviewers to a Level One, assign many users to one ore many organizations, even attach a Level 1 to one or more Level Ones. Once fully implemented, this enhancement adds the ability to assign many objects (like users, organizations, Level 1, Level 2, Level 3s), to many objects. Phase one of this enhancement (April 2016 Upgrade) will add the ability to attach one or many 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
