Difference between revisions of "Template:June2025Upgrade"
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This new approach is simpler and more efficient than using type formulas or multiple workflows to accomplish the same result, with less impact on performance. | This new approach is simpler and more efficient than using type formulas or multiple workflows to accomplish the same result, with less impact on performance. | ||
| − | To configure this feature, follow these steps: | + | To configure this feature, follow these steps: |
Create a workflow on the “Tracking Activities” object using the task type “Update Custom Field Value.” Then, choose the “Target Object” to specify updating the parent or current record. This feature allows updates from: | Create a workflow on the “Tracking Activities” object using the task type “Update Custom Field Value.” Then, choose the “Target Object” to specify updating the parent or current record. This feature allows updates from: | ||
| − | + | * Level 3 to Level 2 | |
| − | + | * Level 2 to Level 1 | |
<!-- SMART-58: 137417 - WF Task to Update Custom Field Value on parent record --> | <!-- SMART-58: 137417 - WF Task to Update Custom Field Value on parent record --> | ||
Revision as of 10:08, 21 May 2025
Contents
Overview
Watch this video to get a general overview of the new features in this release.
(Coming Soon)
To watch this video in full screen, please click on the full screen button on the bottom right.
Upgrade Highlights
- Redesigned Header: All clients will receive a streamlined new header with simplified navigation and a new Global Admin icon, making key tools and settings easier to access.
- Enhanced Rich Text Editor: Enjoy improved formatting flexibility with new font and line-height (leading) options.
Note: The setting to use the legacy editor has been deprecated in this release.
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
Minor Updates
Updated Calendar Manager Permission
Users with the "Calendar Manager" permission can now manage calendar access for other users. This includes enabling and editing calendar permissions. For example, granting access to a new employee or removing access for someone who has left the organization.
To use this permission, go to: Global Settings > Security tab > System Feature Permissions > Features tab > Select the desired user roles under Calendars – Manager.
New Report Export Options
We've enhanced the report export functionality to give users greater flexibility when exporting data from SmartSimple. You can now choose the encodings for exported report files as well as the column delimiters when using File Export format.
The new export features include:
- Character Encoding Options:
- UTF-8
- UTF-8 with BOM
- Windows-1252
- Column Delimiter Options for CSV exports:
- Comma (,)
- Tab
- Pipe (|)
- Semicolon (;)
- Colon (:)
These updates make it easier to export files from a report in the format you need.
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
New Feature to Update Custom Field Values on Parent Records
You can now update a Level 1 custom field directly from a Level 2 workflow. For example, when a Level 2 appeal is submitted, you can automatically update a field on the Level 1 application to indicate that it is under appeal.
This new approach is simpler and more efficient than using type formulas or multiple workflows to accomplish the same result, with less impact on performance.
To configure this feature, follow these steps: Create a workflow on the “Tracking Activities” object using the task type “Update Custom Field Value.” Then, choose the “Target Object” to specify updating the parent or current record. This feature allows updates from:
- Level 3 to Level 2
- Level 2 to Level 1
