Difference between revisions of "Template:July2023Upgrade"

Revision as of 14:53, 15 June 2023

General Details

Upgrade Dates

Public Cloud Production release date: July 20 2023
Public Cloud Backup release date: June 29 2023

Private Cloud Production (Managed Upgrades) release date: July 27 2023
Private Cloud Backup (Managed Upgrades) release date: July 20 2023

Overview

Watch this video to get a general overview of the new features in this release.

To watch this video in full screen, please click on the full screen button on the bottom right.

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

Password Variables to be Deprecated in November

In the upcoming November 2023 release, password variables will be deprecated for improved security. All systems will be required to use the activation link variable (@activationlink@) to send the user to a page where they can enter their desired password instead of using the password variable (@password@) to send a password to the user in email. Therefore, the following variables will be deprecated and will not work after the November upgrade: @password@, @checkportalpassword@, @checkactivatedpassword@, @randompassword@, and @passwordresetlink@.

If you need help updating email templates for new users or password resets, reach out to our Support team. These email templates are located at Menu Icon > Global Settings > Security tab > Password and Activation Policies > Activation Emails tab. Clicking the Sample Template link will update the templates with the variables that should be used instead.

Depending on how your user signup pages are configured, you may also need to update signup page templates for new users which can be found at Menu Icon > Global Settings > Communications > System Email Templates. You can filter the list by searching for “Signup”.

Updated Look of File Uploader

In the upcoming November 2023 release, the user interface of the file uploader will change slightly throughout the platform. To try this feature before November, you can enable the new uploader by going to Menu Icon > Global Settings > Branding tab > Toggle on Enable New File Uploader.

Minor Updates

Updated Organization Verification Settings

Updated the organization signup page verification settings for the Australian Business Number (ABN) to return and allow field mapping for ACNC registration, TCC status (which exempts charities from having to pay income tax) and DGR1 status (for charities that are endorsed as a deductible gift recipient).

Added Ability to Resize Media During Playback

Added the ability to resize the media player docking well when using the Media Library. If you scroll away while the media is playing, a window will appear which can be resized by clicking and dragging the bottom right-hand corner.

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 Global Administrator:

Major Updates

Added AI Features

SmartSimple Cloud +AI integration gives you the ability to utilize large language models (LLM) from within our business process automation platform. LLMs are often utilized to improve productivity, processes, and outcomes. This integration has two modes: interactive and automation.

• Interactive Mode: This mode of operation occurs on a single object such as a grant application or review. In this scenario, the user can interact with the AI in a call-and-response kind of model. The user might ask the AI to help them rewrite content, translate content into another language, or make content more concise. The user can ask questions (prompts) and follow up with more related questions. The user can also be presented with optional predefined templates to streamline common tasks.
• Automation Mode: This mode of operation can occur in various areas of the platform, such as web page views or workflows. In this scenario, the system is configured to automatically interact with your chosen 3rd party LLM vendor to do something with or without manual intervention. For example, the system can be configured to automatically generate an executive summary of an application or a summary of the reviewers’ comments. Applications could be prescreened and recommended or the AI could suggest reviewers with subject matter expertise related to the application. In this mode, prompts may be pre-configured and responses may be stored inside your system.

Using the +AI integration requires your own license and an associated fee. Reach out to your account manager or email platformsolutions@smartsimple.com for more information. Once +AI is enabled, you will need to enter the third-party AI service license (such as ChatGPT) at Global Settings > Integrations tab > Integration Key Management.

To set up interactive mode, go to the desired UTA > Configuration Settings > Level 1, 2, or 3 tab > AI. You can create AI templates and set appropriate permissions. Once set up, open a record such as a Level 1 grant application and go to Tools > Work with +AI. This will launch a modal window where you can select pre-configured prompts (templates) or enter improvised prompts for the AI.

For automation mode, the syntax used for prompts in web page views and workflows is:

input text

These parameters are explained as follows:

• AI service: The AI service being used. If left empty, OpenAI will be used as default.
• AI function: Set the intended use of the input text. If the text is meant to be static, set the value to "text". If the text is meant to be edited by the AI, set the value to "edit".
• temperature: Set the desired level of randomness of the generated text, where a value of "0" is the most conservative while a value of "9" is the most random.
• instruction: Optional parameter when using the edit AI function.

Note: If the AI function parameter has been set to "edit", you must pass instructions to the instruction parameter on how the text should be edited in natural language. For example, "fix the grammar", "make this in the style of a poem", or "translate this into Japanese". For additional help with testing syntax, open a record in Configuration Mode and select the Variable Syntax Helper.

Added Ability to Delegate Users

Added ability for users to assign delegates who will be able to emulate them within the system for a set period of time. For example, if you will be out of office for vacation, maternity leave, or some other temporary absence, you can now select a delegate (such as a manager or coworker) who will gain the ability to emulate your account and execute your tasks for a set time period. This means you no longer need to temporarily modify role permissions or assign other users to specific records to oversee your tasks. Additionally, this feature is not limited to internal users. External users, such as applicants, could designate a co-applicant to assist with the process of filling out an application on their behalf. Once a user is delegated, they will receive an email notification that they have been selected as a delegate. Once they login, the user will see a new icon in the global header that allows them to temporarily emulate another user.

To configure this setting, go to Global Settings > Security tab > System Feature Permissions > Features tab. Under the Delegation - Roles That Can Delegate section, set which roles will have the ability to delegate users to temporarily emulate them. Under the Delegation - Roles to Delegate to section, set the roles that can be selected to be delegated to. To use this feature, the roles that have permission to delegate can go to User Menu > Personal Settings > Other tab > Toggle on Enable Delegation. You will be required to choose the specific users who may emulate you and a date range. Additionally, you can specify a message that will appear on your user profile letting people know who your designate is and how long you may be out of office.

Note: Global Administrators can only delegate to other Global Administrators and internal users can only delegate to other internal users.

Added File Upload Feature to Autoloader

Added the ability to upload specific files to specific records via the autoloader in bulk. Previously, if you had several files across multiple records that needed to be updated within a specific UTA, finding each record and manually uploading those files would be tedious, especially if the files needed to be updated on a regular cycle. Now you can upload all the files in bulk and the system will unpack and distribute those files to the fields you specified accordingly.

To use this feature, follow these steps: Make sure to create a Configuration Folder of the type “Autoloader”. Create a CSV file with 3 columns (file name, custom field ID, and the Level 1, 2, or 3 ID). Create a ZIP file that the files you want to upload or replace. Make sure the ZIP file and the CSV file have the same name. Go to Menu Icon > Autoloaders > Create an autoloader that points to the Configuration Folder you created. Set the File Type to “CSV, Text”. Under Record Type, select the desired UTA. Under Item, select the new “File Upload” option. Then select the desired Level 1, 2, or 3. Configure the column mappings as usual.

Note: This new option does not create new records or update other columns. The “File Upload” item only uploads files.

Minor Updates

Added Ability to Edit Default From Address

Added a setting that allows users to modify the From Address when a default From Address has been globally set. Therefore, you can now choose to lock the From Address to restrict any emails sent to come from the same address or you can give users the flexibility to change the From Address on an email-by-email basis. To use this feature, you must have Enable Default Address toggled on. To turn this feature on, go to Menu Icon > Global Settings > Communications tab > Email Options and Security > Toggle on Allow users to edit the From Address when composing emails.

Added Custom Search for Aggregate Shortcuts to List View

Added the ability to link an aggregate type shortcut to a section within a portal. This allows aggregate shortcuts to link the user to a list view with customized search criteria options.

Added Ability to Batch Add Notes in List View

Added ability to add notes to records in batch from the list view. To turn this feature on, go to the desired list view settings and toggle on Enable Add Note. When multiple records are selected in the list view, the Add Note button allows you to enter a single note for all selected records.

Added Access to Record Notes on SmartCards

Added ability to quickly view notes on records from within SmartCards. If a user navigates to SmartCards under the user menu, there will now be a note icon in the right-hand corner of each record which allows users to view notes on that record in a modal window without having to open the record. Additionally, a new note can also be added in this modal window. To enable this feature, go to Global Settings > System tab > Toggle on Open record notes directly from SmartCards.

Added Ability to Batch Update Organization Fields

Added the ability to batch update the Owner and the Parent Company fields from the organization list view. The associated role permission to give access to the feature is found at Menu Icon > Global Settings > Security tab > System Feature Permissions > Organization tab. The settings are Enable Batch Update and Enable Batch Update Owner. Once permissions have been set up, go to Menu Icon > Organizations > Select the desired organizations > Click the Assign Owner button.

Added Role Permissions to Shortcut Visibility

Added an easier way to set role permissions for the visibility of shortcuts on the Common portal role. Previously, visibility conditions had to be set in order to show or hide shortcuts based on role. To set permissions, go to Menu icon > Global Settings > Users tab > Portals > Select the Common portal > Click the Shortcuts button in the top action bar > Edit a shortcut > Permissions tab > Set roles for Allow Access or Deny Access.

Added Portal and Draft Portal Buttons to Shortcuts

Updated the configuration pages for portal Shortcuts to include the Portal and Draft Portal buttons in the top action bar. These new buttons will help the user easily navigate to the appropriate portal from the shortcut configuration screen.

Notes for Admins

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