Difference between revisions of "Template:November2023Upgrade"

Revision as of 15:10, 20 October 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

Deprecated Password Variables

Several password variables will be deprecated for improved security. All systems will be required to use the following activation link variable instead of (@password@). The activation link will send the user to a page where they can enter their desired password.

https://@url@@activationlink@

The following variables will be deprecated and will not work after this upgrade: @password@, @checkportalpassword@, @checkactivatedpassword@, @randompassword@, and @passwordresetlink@.

If you would like assistance with transitioning contact our support team. More information can be found in our wiki article Password Variables to Set or Reset User Passwords

Clicking the Sample Template link on the New User email will provide you will the variable that will return a link to a page where users can enter their desired password. The @password@ and other variables will no longer work after the November release.

Minor Updates

Updated Look of File Uploader

The user interface of the file uploader will change slightly throughout the platform. The toggle setting on the new file uploader will be enabled and the option to switch will be removed from all systems.

The look of multiple file upload fields will change slightly in November. For example, you will be able to drag and drop files inline, instead of opening a modal window. If you specify Allowed File Types at the field level they will display in the box, but all Global Allowed File Types will no longer show up on every upload field.

Added an AI Chat History log

When using the interactive mode of the AI (to find this, navigate to the Tools menu and select Work with +AI), the prompts and responses in your conversation with the AI are now logged. This will allow you to easily look at your conversation history after your session has ended. To see the new log, go to the desired record, click the Logs menu and select AI Chat History. Then, click on the desired session to view that conversation.

The chat history of +AI interactive mode can now be found under the Logs menu.

Updated US Census Data

US Census data and visualizations for organizations has been updated to include data up to 2022.

Visit the US Census Wiki Article to learn more.

US Census Data now includes data up to 2022

Update to Portal Sections of the type List View - Mixed Record Type

An Open Button option has been added to the List View - Mixed Record Type portal section. After the upgrade, on mobile devices, records will only be row clickable if the Row Clickable or Open Button options are enabled for these portal sections. Formerly records were always row clickable on mobile devices.

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 Candid Demographics

We have added the ability to easily see Candid Demographics data for organizations within your system. If you enable this option a new Demographics tab will appear in the left navigation of organization records. Organizational information related to Race and Ethnicity, Gender Identity, Orientation, and Disability Status as well as Staff, Senior Staff, and Leadership are visualized on this tab. You can also do a side by side comparison of the current organization with another organization.

To set up this feature navigate to Global Settings > Integrations tab > Candid Demographics Check. Note that organizations must have an EIN number in a custom field and it must be mapped on the setting page.

Then, go to Menu Icon > Global Settings > Security tab > System Visibility Permissions, and for the setting called Limit Demographics Tab Access add the roles you want to have access to this tab.

Then navigate to the desired organization.

Side by side comparison of Candid Demographics data between the current organization and another organization

Added ability to set field display order based on type

You can now specify a different display order for a custom field based on the type. This gives you the ability to use the same field across multiple types of applications and have the field appear in different locations without the need to create multiple fields.

Navigate to any custom field and under Display Order toggle on Enable conditional display order for different types. Lower numbers will appear closer to the top of the page.

New setting that gives you the ability to set a conditional custom field display order based on record type

New E-signature integration with OneSpan

We have added a new electronic signature integration with OneSpan. Now you can use OneSpan as part of your document agreement or approval process. Note that you are required to bring your own OneSpan license. Visit the OneSpan wiki article to learn more about this E-signature integration.

New JSON Custom Field

We have added a new JSON custom field. This field may be used to store historical or other data instead of creating many custom fields. The data added can be displayed in a tree or table format.

Minor Updates

Added ability to Load List Views Faster

We added a new option at the UTA level to load list views faster by deactivating the sort function and total record count.

To enable this for a UTA, navigate to Configuration Settings > General tab, and toggle on Enable Quick Load for List Views.

If desired you can disable quick load on a list view basis. Do this by navigating to the desired list view settings page > Properties tab, and toggle on Disable Quick Load.

Added option to only load records in a list views after a search

To improve the loading time of list views containing large record sets you can now opt to only load records into a list view after a search is run.

To enable this system wide setting navigate to Menu icon > Global Settings > System tab, and enable Only load records after a list view search.

Easily Show Question Set Answers in Sub List Views

You can now easily see Question Set Builder responses on a level 2 listview within a level 1 record (sub list).

Edit an existing level 2 list view and toggle on the new setting called Include in Question Set and then select the desired question set you wish to display on this list view.

On the level 1 Question Set builder field you may choose which responses you want displayed in the list view. Response columns will be appended to the end of the list view.

Added Ability to trigger a workflow when an invitation is declined

We added the ability to trigger a workflow when someone declines an invitation to contribute to a record. This new setting called Declined Invitation Workflow is located on the level 1, 2 or 3 within the Invitations Templates on the General tab.

BCC in workflow acknowledgement tasks

Now you can add a BCC to emails generated from workflow acknowledgement tasks. This will make it easier to send a copy of emails to an internal mailbox without exposing the internal email address to all recipients.

Easily see when users last logged in

We added two ways to easily see when users last logged in. First, in the list view builder you can now add the Last Login Date standard field to a column. Second in the Advanced Search you can now choose Last Login Date which appears under the Standard Fields heading. Note that this field does not need to be enabled like other User Standards Fields. Also note, this field will only show dates that occurred after the upgrade was applied. This field will show either the last time the user logged in or the last time the user was emulated. You can check to see if a user was emulated and more information by going to the user profile > Logs > Login History.

Easily see which list views a custom field is referenced in

You can now easily see which list views a custom field is referenced in. Navigate to a custom field settings page and click on the Search Reference button to see where that custom field is in use.

Send cancelation emails for Adobe Sign

If you are using Adobe Sign for electronic signatures we have added a new option to send a cancellation email to signees when the signing process is canceled from within SmartSimple. The process may be canceled from within Smartsimple via the E-signature Queue or the workflow task of E-Signature Cancellation. You can see the new setting called Send Cancellation Email to Signers by navigating to Global Settings > Integrations > Integration Key Management > and editing the Adobe Acrobat Sign settings.

Improvements to Consumer Creation buttons

You can now easily disable the consumer creation buttons based on Owner, Person, Branch, and Company. You can also define a message to display to users explaining why they are not able to apply. For example, you could disable (gray out the button) if a user or organization has already applied once to prevent users from applying to the same call multiple times.

New File Download Log

We have added a new optional feature to track file downloads made by users, making it easier to see which users are downloading large amounts of files. You may review the number of files downloaded per user based on a date range or you may create a report to see which specific files were downloaded and by whom. To enable this feature navigate to Menu Icon > Global Settings > and toggle on Enable File Download Tracking. Then, click the File Download Log link under System Information. When building a report choose the data set called File Downloads.

Added ability to specify IP ranges for bypassing secure session validation

You can now specify a range of IP addresses that will allow users to bypass secure session validation. This setting is located at Menu Icon > Global Settings > Security tab and is called IP addresses to bypass secure session validation. To enter a range of IP addresses, use a dash (Example: 65.93.203.0-65.93.203.255). To enter IP addresses that follow a certain pattern, use an asterisk (Example: 126.12.*.*).

Notes for Admins

Enhanced security options for Single sign-on

You may now pick an encryption certificate for Service Provider Initiated SSO, and the certificate will be displayed in Service Provider Initiated (SP) metadata. If enabled, incoming assertion will be decrypted using the selected certificate. If you opt to use this feature you will be required to upload the IdP encryption certificate in Integration Key Management and select the certificate in your SSO setting. This will be used to decrypt incoming assertion.

To see the new settings navigate to Menu icon > Global Settings > Integrations tab > Single Sign-On, edit a configuration, and under Third-Party Identity Provider choose the method of Service Provider (SP) initiated.

Report on Data Exchange History

You can now report on the Data Exchange History, making it easier to report on details around package exchanges. Within the report builder you can choose the new dataset option called Data Exchange History and add columns for related details such as when the package was sent and received and what the status of the package is.

Updated API to allow update and get/list for Profile Model field data

We updated the API to allow update and get/list for Profile Model field data. When updating sf_Profile Model, data should be a jsonobject, with "node" = profilemodel jsonnode name, data should go in with node "dataobj" and then jsonobject or data, whichever schema that jsonnode has.

This is an example of how to update the profile model:

 [{"recordid":"87983424","sf_Phone":"416 123 4567", "sf_Profile Model":{"node":"mytest","dataobj":{"1":"one","2":"two","3":"three"}}}]

Question Set Builder fields will no longer be affected by ID mismatch issue

If you have multiple environments and promote changes from a development, to staging, to live environment using the T2P tool you will no longer encounter the ID mismatch issue related to question set builder when moving fields between environments.