Difference between revisions of "Template:November2017Upgrade"
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| − | ==== | + | ====Behaviour Change for User/Company Security Matrices Allow Permissions==== |
| − | + | Updated the User/Company security matrices, where allow permissions were being more restrictive rather than additive as they should be. Previously, if there was a user with two roles where one was set to allow edit of all other roles, and the other was set to allow edit of only one role, the user was restricted to only editing the latter. This upgrade will change the behaviour instead to combine the allow permissions in addition to each other. | |
<!--59597 - User Security Matrix issue--> | <!--59597 - User Security Matrix issue--> | ||
| Line 30: | Line 30: | ||
# Lists of associated organizations, contacts, activities, etc. will be moved into a new left menu panel. The 'More' menu options will also be moved into this left menu. | # Lists of associated organizations, contacts, activities, etc. will be moved into a new left menu panel. The 'More' menu options will also be moved into this left menu. | ||
# Notes will also be moved into the new left menu panel. | # Notes will also be moved into the new left menu panel. | ||
| − | # Tabs created by Title Bar custom fields may move up to the top of the page depending on the layout of your custom fields. | + | # Tabs created by Title Bar custom fields may move up to the top of the page depending on the layout of your custom fields. These tabs are now sticky and stay at the top of the page as you scroll down. This keeps all your navigation options always visible for greater ease of use. |
# Any fields positioned above the set of Title Bar custom field tabs may become grouped into a new General tab. Currently, these fields always display at the top of the record as you scroll through the custom field tabs. However, the upcoming changes means that these fields will be hidden as you scroll through the custom field tabs. Note, that this change will not apply to systems that have generated a display order and customized the arrangement of standard fields. | # Any fields positioned above the set of Title Bar custom field tabs may become grouped into a new General tab. Currently, these fields always display at the top of the record as you scroll through the custom field tabs. However, the upcoming changes means that these fields will be hidden as you scroll through the custom field tabs. Note, that this change will not apply to systems that have generated a display order and customized the arrangement of standard fields. | ||
# With these changes comes a new ability to dock the associated lists into a right-pane. This means that you'll be able to see the associated organizations and contacts concurrently with the application form. | # With these changes comes a new ability to dock the associated lists into a right-pane. This means that you'll be able to see the associated organizations and contacts concurrently with the application form. | ||
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<!--58875 - Replace dotted underline labels--> | <!--58875 - Replace dotted underline labels--> | ||
| − | ====New Buttons Have Moved Down to List View Action Bar==== | + | ===='New' Buttons Have Moved Down to List View Action Bar==== |
The buttons to create new records has been moved from the top action bar down into the action bar of a list view. This was done for improved ease of use and consistency. With this change we've been able to enhance list views to more easily create objects of that type. For example, within a level 1 application, if you have the level 2 activities tabbed out into different types, e.g. reviews, payments, etc., you will be able to directly create those activities from the tabbed list view. Also due to this change, we've removed the ability to create new level 2s from within an organization record. | The buttons to create new records has been moved from the top action bar down into the action bar of a list view. This was done for improved ease of use and consistency. With this change we've been able to enhance list views to more easily create objects of that type. For example, within a level 1 application, if you have the level 2 activities tabbed out into different types, e.g. reviews, payments, etc., you will be able to directly create those activities from the tabbed list view. Also due to this change, we've removed the ability to create new level 2s from within an organization record. | ||
<!--60920 - Move new button above list--> | <!--60920 - Move new button above list--> | ||
| Line 72: | Line 72: | ||
====Enhancements to SmartCards==== | ====Enhancements to SmartCards==== | ||
| − | Enhanced SmartCards with greater functionality. When sharing SmartCards with others, you can now also allow them to modify the list of records within the SmartCard too. On the flip side, you can also hide any SmartCard that has been shared with you that you don't want to see. You will also be notified via email any time someone shares a SmartCard with you. | + | Enhanced SmartCards with greater functionality. You can now expand each SmartCard and work with the records listed within almost like a list view. When sharing SmartCards with others, you can now also allow them to modify the list of records within the SmartCard too. On the flip side, you can also hide any SmartCard that has been shared with you that you don't want to see. You will also be notified via email any time someone shares a SmartCard with you. |
<!--59780 - SmartCards UI/UX--> | <!--59780 - SmartCards UI/UX--> | ||
| Line 78: | Line 78: | ||
Enhanced the batch update functionality within list views with the ability to now update specific field values. | Enhanced the batch update functionality within list views with the ability to now update specific field values. | ||
<!--52806 - Batch update custom field values--> | <!--52806 - Batch update custom field values--> | ||
| + | |||
| + | ====Simplified Configuration of Login and Sign Up Page Templates==== | ||
| + | Updated the configuration screens for login and sign up pages with easy field settings. You can now easily create great looking default pages without any configuration of HTML or CSS syntax. We've also introduced a new preview panel into the configuration screen of the login page. This panel will show you in real-time what your page will look like with your edits as you make them. Look out for this preview panel to be introduced in other areas in future updates. | ||
| + | *** | ||
| + | <!--59814 - Improved Login page (no html CSS rich text exposed)--> | ||
===Minor Updates=== | ===Minor Updates=== | ||
| − | ==== | + | ====Updated Portal Shortcut Display==== |
| − | + | Updated portal shortcuts that were not always being sized consistently. This would have resulted in shortcuts of different sizes in a portal. This has been updated instead with a more consistent styling to the shortcuts. | |
<!--60962 - Shortcut visual fixes--> | <!--60962 - Shortcut visual fixes--> | ||
| − | ==== | + | ====Simplified Width Setting for Custom Fields==== |
Updated the width setting for custom fields from a free text box instead to a select combo-box. This makes the creation of custom fields and forms even easier by having pre-set, and default field sizes. Fields that already have a value set for their width will still retain their previous setting. | Updated the width setting for custom fields from a free text box instead to a select combo-box. This makes the creation of custom fields and forms even easier by having pre-set, and default field sizes. Fields that already have a value set for their width will still retain their previous setting. | ||
<!--60917 - Field widths--> | <!--60917 - Field widths--> | ||
| Line 93: | Line 98: | ||
<!--27000 - Reader Log on contacts field--> | <!--27000 - Reader Log on contacts field--> | ||
| − | ==== | + | ====Updated Advanced Search Builder for Stronger Searching==== |
Added the ability to configure brackets into the advanced search expression builder. This gives a greater ability to create stronger search queries for your list views. | Added the ability to configure brackets into the advanced search expression builder. This gives a greater ability to create stronger search queries for your list views. | ||
<!--24870 - Advanced Search: expression composer--> | <!--24870 - Advanced Search: expression composer--> | ||
| − | ====Added User Names | + | ====Added User Names for Data Exchange Logs==== |
Added the names of the sender as well as receiver of data exchange packages into the logs for easier troubleshooting. The data exchange feature is mainly used by the case management space. | Added the names of the sender as well as receiver of data exchange packages into the logs for easier troubleshooting. The data exchange feature is mainly used by the case management space. | ||
<!--34393 - Data exchange: capturing name of contact sending/unpacking packages--> | <!--34393 - Data exchange: capturing name of contact sending/unpacking packages--> | ||
| Line 126: | Line 131: | ||
<!--59432 - New Mapping Custom Field--> | <!--59432 - New Mapping Custom Field--> | ||
| − | ====New Custom Field==== | + | ====New External Data Source Custom Field Type==== |
| − | + | New custom field available for searching external data sources. The first service offered is a new integration with Google Civic Information API. This allows you to, for example, search any U.S. residential address to identity who represents that address at each elected level of government. Look out for additional data sources to be added to this field type in future updates. | |
| − | New custom field | + | <!--61807 - External data source lookup--> |
====New Activity Consolidation==== | ====New Activity Consolidation==== | ||
| Line 134: | Line 139: | ||
<!--60937 - reviewer feedback consolidation--> | <!--60937 - reviewer feedback consolidation--> | ||
| − | 60939 - Declaration button - Objective: quick change CURRENT user role by a pre-defined button when user viewing a levelone record (Due Sept 15, 2017) | + | ====Simplified Contact Assignment Module==== |
| − | 60941 - Assignment reminder - Objective: sending reminder to contact who have assigned to an levelone contact who have not changed to another role yet (Due Sept 15, 2017) | + | New easily configurable module for contact assignment and invitation to collaborate. Specifically designed for UTA provider-consumer related records, there are several new features to handle the process end-to-end from assigning a contact from a provider record to consumer records, to email notifications and reminders, to the acceptance or decline of these. While your systems may already contain such functionality these new features introduce an easy to configure and easy to maintain method for this. An example process is in the research grant management space, and the panel assignment of reviewers from a panel manager to their corresponding grant applications. |
| − | + | <!--60939 - Declaration button - Objective: quick change CURRENT user role by a pre-defined button when user viewing a levelone record (Due Sept 15, 2017)--> | |
| + | <!--60941 - Assignment reminder - Objective: sending reminder to contact who have assigned to an levelone contact who have not changed to another role yet (Due Sept 15, 2017)--> | ||
| − | 36808 - More granular built-in workflow trigger configuration/connector options | + | ====New Workflow Connector Conditions==== |
| − | + | New workflow connector conditions now allow you to easily trigger a workflow task based on the corresponding object type or status. | |
| + | <!--36808 - More granular built-in workflow trigger configuration/connector options--> | ||
===Minor Updates=== | ===Minor Updates=== | ||
| − | + | ====New Custom Report Template==== | |
| − | + | New template available for reports. You can now find a sample template introduced in the custom template configuration of a report. This makes it easier for you to start with our generic template and further customize the look of your reports if you wish. | |
| − | + | <!--51309 - Create a standard template for reports--> | |
| − | |||
| − | |||
| − | + | ====Simplified Language Translation Configuration for New User Email Template==== | |
| − | New | + | Improved the ability to easily configure language translations for new user and password reset email templates. |
| + | <!--52535 - Translation issue: The standard New User and Request Password email require a language setting--> | ||
| − | + | ====Updated Sign Up Pages for Status Restriction in Search==== | |
| − | + | Updated sign up pages with the ability to restrict the searching of existing records based upon their status. | |
| + | <!--57146 - Sign up Page: Add ability to filter by Organization status in Ajax enabled pages--> | ||
| − | + | ====New Ability to Define CSI Web Verification Service Threshold==== | |
| − | New ability to define a | + | New ability to define your own threshold value for when the system should flag a finding with results returned from CSI Web verification services. |
| + | <!--57702 - CSI Web Integration - add Threshold as Global Setting Option--> | ||
| − | + | ====Enhanced Notes with Deny View Permission===== | |
| − | + | Enhanced note types with the ability to configure deny role permissions. | |
| + | <!--58948 - Notes - Deny View--> | ||
| − | + | ====Updated Emulation Mode with Ability to Restrict Access==== | |
| + | Updated the emulation mode feature with the ability to restrict the user roles of users that you're able to emulate. | ||
| + | <!--59620 - Enhancement - Changes to Emulate Function--> | ||
| − | 60396 - Acknowledgement tasks sending email immediately | + | ====Updated Workflow Task Messages with Ability to Send Immediately==== |
| − | + | Updated workflow tasks with the ability to send a message immediately as opposed to waiting 5 minutes for the automated scheduler to process the message. | |
| + | <!--60396 - Acknowledgement tasks sending email immediately--> | ||
| − | + | ====Updated Privacy and Security Policies with Role Based Permissions==== | |
| − | New ability to role | + | New ability to designated user role settings for privacy and security policies in addition to the current settings for country and language. |
| + | <!--61856 - Security and Policy Settings--> | ||
| − | 59676 - GuideStar/Simplify - changes to API (Ref ticket 35722) | + | ====Updated GuideStar API Method==== |
| − | + | Updated GuideStar integration with the ability for you to choose whether to use the SOAP or REST API methods. Depending on your GuideStar license and account you can select the appropriate API methodology. | |
| + | <!--59676 - GuideStar/Simplify - changes to API (Ref ticket 35722)--> | ||
==Beta Previews== | ==Beta Previews== | ||
| − | + | ====New Discussion Board 2.0==== | |
| − | New Discussion Board 2.0 | + | New revamped discussion board. This new discussion board offers new features such as the ability to mark a reply post as the best solution to your thread, and the ability to like any post. These features serve to make it easier to navigate the discussion board easily to find the most helpful discussions and answers to your questions. |
| + | <!--61039 - Discussion Board 2.0--> | ||
==Notes for Admins== | ==Notes for Admins== | ||
Revision as of 10:56, 16 November 2017
Contents
- 1 General Details
- 2 Global System Upgrades
- 2.1 Major Updates
- 2.1.1 Behaviour Change for User/Company Security Matrices Allow Permissions
- 2.1.2 Major Enhancements to User Interface
- 2.1.3 Minor Enhancements to User Interface
- 2.1.4 'New' Buttons Have Moved Down to List View Action Bar
- 2.1.5 Enhanced List Views Maps
- 2.1.6 New System Security Summary Page
- 2.1.7 Enhancements to SmartCards
- 2.1.8 Enhanced Batch Update for Specific Fields
- 2.1.9 Simplified Configuration of Login and Sign Up Page Templates
- 2.2 Minor Updates
- 2.2.1 Updated Portal Shortcut Display
- 2.2.2 Simplified Width Setting for Custom Fields
- 2.2.3 Extended Reader Log Functionality to Organizations and Contacts
- 2.2.4 Updated Advanced Search Builder for Stronger Searching
- 2.2.5 Added User Names for Data Exchange Logs
- 2.2.6 Updated Tabbed List Views with Ability to Search
- 2.2.7 Extended Report Interactive View for Internet Enabled Reports
- 2.2.8 Updated Annotations to Allow Editing Before Submission
- 2.2.9 New Ability to Search Media Library Fields
- 2.1 Major Updates
- 3 On-Demand System Upgrades
- 3.1 Major Updates
- 3.2 Minor Updates
- 3.2.1 New Custom Report Template
- 3.2.2 Simplified Language Translation Configuration for New User Email Template
- 3.2.3 Updated Sign Up Pages for Status Restriction in Search
- 3.2.4 New Ability to Define CSI Web Verification Service Threshold
- 3.2.5 Enhanced Notes with Deny View Permission=
- 3.2.6 Updated Emulation Mode with Ability to Restrict Access
- 3.2.7 Updated Workflow Task Messages with Ability to Send Immediately
- 3.2.8 Updated Privacy and Security Policies with Role Based Permissions
- 3.2.9 Updated GuideStar API Method
- 4 Beta Previews
- 5 Notes for Admins
General Details
Upgrade Dates
Public Cloud Production release date: November 30th 2017
Public Cloud Backup release date: November 14th 2017
Private Cloud Production (Managed Upgrades) release date: December 14th 2017
Private Cloud Backup (Managed Upgrades) release date: November 30th 2017
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
Behaviour Change for User/Company Security Matrices Allow Permissions
Updated the User/Company security matrices, where allow permissions were being more restrictive rather than additive as they should be. Previously, if there was a user with two roles where one was set to allow edit of all other roles, and the other was set to allow edit of only one role, the user was restricted to only editing the latter. This upgrade will change the behaviour instead to combine the allow permissions in addition to each other.
Major Enhancements to User Interface
Record, or object, pages have been updated for improved user experience and usability. Specific changes include:
- Lists of associated organizations, contacts, activities, etc. will be moved into a new left menu panel. The 'More' menu options will also be moved into this left menu.
- Notes will also be moved into the new left menu panel.
- Tabs created by Title Bar custom fields may move up to the top of the page depending on the layout of your custom fields. These tabs are now sticky and stay at the top of the page as you scroll down. This keeps all your navigation options always visible for greater ease of use.
- Any fields positioned above the set of Title Bar custom field tabs may become grouped into a new General tab. Currently, these fields always display at the top of the record as you scroll through the custom field tabs. However, the upcoming changes means that these fields will be hidden as you scroll through the custom field tabs. Note, that this change will not apply to systems that have generated a display order and customized the arrangement of standard fields.
- With these changes comes a new ability to dock the associated lists into a right-pane. This means that you'll be able to see the associated organizations and contacts concurrently with the application form.
Organization and contact record pages have also been updated for an improved look and feel. The default profile card has been updated with a new look.
Minor Enhancements to User Interface
Several minor enhancements to the interface have been made for improved user experience, and look and feel. Specific changes include:
- Updated look up lists for greater consistency and mobile responsiveness.
- Updated display of multiple file field custom fields for improved look and feel.
- Updated alert messages throughout the system for improved look and feel.
- Updated display of tabs throughout the system for improved look and feel.
- Updated date/time pickers throughout the system for improved look and feel.
- Removed dotted underline indicator from fields and moved any attributes such as field history, etc., out for greater visibility.
'New' Buttons Have Moved Down to List View Action Bar
The buttons to create new records has been moved from the top action bar down into the action bar of a list view. This was done for improved ease of use and consistency. With this change we've been able to enhance list views to more easily create objects of that type. For example, within a level 1 application, if you have the level 2 activities tabbed out into different types, e.g. reviews, payments, etc., you will be able to directly create those activities from the tabbed list view. Also due to this change, we've removed the ability to create new level 2s from within an organization record.
Enhanced List Views Maps
The map feature for list views has been updated for an improved experience and greater functionality. You can now dive into a record and specify the various addresses associated to the record whether it be from associated organizations or contacts.
New System Security Summary Page
New System Security Summary page lets you easily review the security of your system at a glance. You can review this page regularly to identify any deprecated features still in use in your system, as well as any new features that we suggest you start using. A short description is included with each of the points to help you better assess the associated risks involved. This page can be found in Global Settings.
Enhancements to SmartCards
Enhanced SmartCards with greater functionality. You can now expand each SmartCard and work with the records listed within almost like a list view. When sharing SmartCards with others, you can now also allow them to modify the list of records within the SmartCard too. On the flip side, you can also hide any SmartCard that has been shared with you that you don't want to see. You will also be notified via email any time someone shares a SmartCard with you.
Enhanced Batch Update for Specific Fields
Enhanced the batch update functionality within list views with the ability to now update specific field values.
Simplified Configuration of Login and Sign Up Page Templates
Updated the configuration screens for login and sign up pages with easy field settings. You can now easily create great looking default pages without any configuration of HTML or CSS syntax. We've also introduced a new preview panel into the configuration screen of the login page. This panel will show you in real-time what your page will look like with your edits as you make them. Look out for this preview panel to be introduced in other areas in future updates.
Minor Updates
Updated Portal Shortcut Display
Updated portal shortcuts that were not always being sized consistently. This would have resulted in shortcuts of different sizes in a portal. This has been updated instead with a more consistent styling to the shortcuts.
Simplified Width Setting for Custom Fields
Updated the width setting for custom fields from a free text box instead to a select combo-box. This makes the creation of custom fields and forms even easier by having pre-set, and default field sizes. Fields that already have a value set for their width will still retain their previous setting.
Extended Reader Log Functionality to Organizations and Contacts
Extended the reader log functionality to organization and contact records. You can now log when organization and contact records are viewed.
Updated Advanced Search Builder for Stronger Searching
Added the ability to configure brackets into the advanced search expression builder. This gives a greater ability to create stronger search queries for your list views.
Added User Names for Data Exchange Logs
Added the names of the sender as well as receiver of data exchange packages into the logs for easier troubleshooting. The data exchange feature is mainly used by the case management space.
Updated Tabbed List Views with Ability to Search
Updated tabbed list views with the ability to further search and filter the results. For example, when you have multiple tabbed level 2 list views you can now search within each.
Extended Report Interactive View for Internet Enabled Reports
Extended report interactive view for internet enabled reports. Previously internet enabled and externally accessed reports were not capable of this.
Updated Annotations to Allow Editing Before Submission
Updated the annotations feature to allow you to edit any annotations that you just created before you submit the form.
New Ability to Search Media Library Fields
Updated the sub fields for each media library custom field to now be searchable.
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 System Administrator:
Major Updates
New Geo Mapping Custom Field Type
New custom field available for geographical mapping. With this field you can allow your users to easily mark up a Google integrated map by dropping pins, or drawing areas for all of your mapping needs.
New External Data Source Custom Field Type
New custom field available for searching external data sources. The first service offered is a new integration with Google Civic Information API. This allows you to, for example, search any U.S. residential address to identity who represents that address at each elected level of government. Look out for additional data sources to be added to this field type in future updates.
New Activity Consolidation
New ability to consolidate level 3 activities up to a single level 2 activity. This feature takes a copy of multiple level 2 activities and copies their level 3 activities into a brand new consolidated activity. For example, in the research management space where you have multiple review activities, each with their own comment activities, you may wish to copy and consolidate the reviews into a single combined review in order to publish.
Simplified Contact Assignment Module
New easily configurable module for contact assignment and invitation to collaborate. Specifically designed for UTA provider-consumer related records, there are several new features to handle the process end-to-end from assigning a contact from a provider record to consumer records, to email notifications and reminders, to the acceptance or decline of these. While your systems may already contain such functionality these new features introduce an easy to configure and easy to maintain method for this. An example process is in the research grant management space, and the panel assignment of reviewers from a panel manager to their corresponding grant applications.
New Workflow Connector Conditions
New workflow connector conditions now allow you to easily trigger a workflow task based on the corresponding object type or status.
Minor Updates
New Custom Report Template
New template available for reports. You can now find a sample template introduced in the custom template configuration of a report. This makes it easier for you to start with our generic template and further customize the look of your reports if you wish.
Simplified Language Translation Configuration for New User Email Template
Improved the ability to easily configure language translations for new user and password reset email templates.
Updated Sign Up Pages for Status Restriction in Search
Updated sign up pages with the ability to restrict the searching of existing records based upon their status.
New Ability to Define CSI Web Verification Service Threshold
New ability to define your own threshold value for when the system should flag a finding with results returned from CSI Web verification services.
Enhanced Notes with Deny View Permission=
Enhanced note types with the ability to configure deny role permissions.
Updated Emulation Mode with Ability to Restrict Access
Updated the emulation mode feature with the ability to restrict the user roles of users that you're able to emulate.
Updated Workflow Task Messages with Ability to Send Immediately
Updated workflow tasks with the ability to send a message immediately as opposed to waiting 5 minutes for the automated scheduler to process the message.
Updated Privacy and Security Policies with Role Based Permissions
New ability to designated user role settings for privacy and security policies in addition to the current settings for country and language.
Updated GuideStar API Method
Updated GuideStar integration with the ability for you to choose whether to use the SOAP or REST API methods. Depending on your GuideStar license and account you can select the appropriate API methodology.
Beta Previews
New Discussion Board 2.0
New revamped discussion board. This new discussion board offers new features such as the ability to mark a reply post as the best solution to your thread, and the ability to like any post. These features serve to make it easier to navigate the discussion board easily to find the most helpful discussions and answers to your questions.
Notes for Admins
32473 - Implementation efficiency: Text Box - Multiple Lines - default label position Default label position above on the multi-line custom field
41485 - Accounting Fields New standard fields in the Accounting module
53297 - Disabling workflows on instance New ability to disable all workflows in an instance
54467 - Autoloader for L1/L2 to Orgs/Contacts Associations New ability to import associations between UTA level 1 and level 2 objects, to organizations and contacts
58522 - Organization Primary Contact New ability to enable associated contacts to be designated as the primary contact of an organization
58954 - Easy way to resize XML columns New ability to customize the widths of XML columns
59458 - Option to rename Activities tab New ability to rename the activities tab under an organization or contact record
61187 - Allow move Dynamic Control subfields to Main Custom Field list New ability to move custom fields up from dynamic control fields, as well as from types to global
