Upgrades

General Information

Next Upgrade Date

The next upgrade is scheduled for July 20 2023.

Upgrade Schedule

Upgrade	Key Release Date	Global Release Date
November 2024	Thu, Nov 14 2024	Thu, Nov 28 2024
February 2025	Thu, Feb 13 2025	Thu, Feb 27 2025
June 2025	Thu, Jun 12 2025	Thu, Jun 26 2025
October 2025	Thu, Oct 9 2025	Thu, Oct 23 2025
February 2026	Thu, Feb 12 2026	Thu, Feb 26 2026
June 2026	Thu, Jun 11 2026	Thu, Jun 25 2026
October 2026	Thu, Oct 8 2026	Thu, Oct 22 2026

We regularly update the list of upgrade features and schedule for both the backup and production environments on this Wiki page.

This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them.

System Upgrade Process

The objective of the System Upgrade Process is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the Backup Server and Testing Instances Wiki article, or contact the SmartSimple support desk.

For clients on a Private Cloud environment, please review the SmartSimple Upgrade Process – Dedicated Server page.

Upgrade Schedule Details

The following tables outline the detailed upgrade release cycle.

If you are part of our Key Release your SmartSimple Cloud system will be automatically upgraded according to the following schedule. Generally North American Clients are on the Key release.

Hosting	Environment	Date	Maintenance Window	Typical Downtime
Key Release	Production	Second Thursday of an upgrade month	22:00 - 23:59 EST	5 minutes
Key Release	Backup	Two weeks prior to the production upgrade	22:00 - 23:59 EST	5 minutes

If you are part of our Global Release your SmartSimple Cloud system will be automatically upgraded according to the following schedule. Generally clients in Europe, Middle East and Asia as well as Managed Dedicated clients are on the Global release.

Hosting	Environment	Date	Maintenance Window	Typical Downtime
Global Release	Production	Fourth Thursday of an upgrade month	22:00 - 23:59 local time	5 minutes
Global Release	Development/Test	Fourth Thursday of an upgrade month	22:00 - 23:59 local time	5 minutes
Global Release	Backup	Second Thursday of an upgrade month	22:00 - 23:59 local time	5 minutes

If you are on dedicated environment that is client-managed your SmartSimple Cloud system is only upgraded manually by your system administrator or by submitting a request to SmartSimple. The upgrade package is made available for you according to the following schedule.

Hosting	Environment	Date	Maintenance Window	Typical Downtime
Global Release	All	Fourth Thursday of an upgrade month	client-managed	5 minutes

Backup Environment Update

• Each backup environment will be updated to the "release candidate" prior to the upgrade date.
• This update will provide for instance specific testing of release candidate, as you can log into your respective backup environment and test the changes against your most current data and configuration.
• Internal staff will also be using these environments to perform instance specific testing.

Update Go/No-Go

• Subject to satisfactory testing on both the pre-production environments and the backup environments, the Go/No-Go decision will be made on the Wednesday prior to an upgrade release.

Upgrade Feedback and Questions

If you have questions or need assistance or want to share your thoughts on the upgrade contact our support team toll-free at 866.239.0991 or email support@smartsimple.com

Previous Upgrades

See the Previous Upgrades page for a list of previously-implemented upgrade features.

Current Upgrade Package

General Details

Upgrade Dates

Public Cloud Production release date: March 10 2022
Public Cloud Backup release date: March 1 2022

Private Cloud Production (Managed Upgrades) release date: March 24 2022
Private Cloud Backup (Managed Upgrades) release date: March 10 2022

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

Deprecation of Classic Options on User and Organization Signup Pages

The following settings that were found on the Classic Options tab have been deprecated: Internal Entry, Internal Format, Attach Web Form, Create Folder for User. If these features were enabled, you will still see the settings. Otherwise, the settings will no longer be visible. If you create a new signup page, you will no longer have the option to enable these features.

Minor Updates

Updates to the Sent Message Queue

We have added a new button called View Message to easily preview sent email messages in the Message Queue. Email messages that contain HTML and formatting (not plain text) will no longer be automatically rendered. Instead, you will have an option to open the email contents securely in a new window. To see this new functionality, navigate to Menu Icon > Message Queue > Sent tab > Click the icon on the far left of each record.

New button called View Message added to the to Message Queue to easily preview sent email messages

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

There are no major on-demand updates for this upgrade.

Minor Updates

Enhancements for Question Set Builder

Added a new custom field called Special - Scoring Results that displays test scores and correct answers on Level 2 activity records using the Question Set Builder with scoring enabled. To learn more about how to set up scoring, step-by-step details can be found on the Question Set Builder custom field page.

A new custom field Special - Scoring Results can display test scores on Level 2 records

Added Ability to Choose Type as Icon Color for Level 1 List Views

Added the ability to choose the Type color for the icon on Level 1 list views. Previously, the Level 1 list view icons always used the Status color, whereas level 2s and 3s had the option to choose. To see the new setting called Color Code Based On, navigate to the configuration screen of a Level 1 list view.

A new setting in the list view properties allows users to display color based on Type or Status.

Updated the Ability to Set Role-Based IP Restrictions for Login

You can now set an allow list of IP addresses per role which will be used to only allow certain IP addresses to log into the system under a specific role. To see the new setting for this additional layer of security, navigate to Global Settings > Users tab > Roles > Edit a role > Permissions tab.

The new IP restrictions are placed under the user roles.

Added Ability to Customize the Unlink Message for ORCID

A new Unlink Button Alert input has been added to the ORCID User Standard Field. This gives you the ability to easily customize the messaging around unlinking accounts for your ORCID users. To see the new settings, navigate to Global Settings > Users tab > Standard Fields > ORCID.

Systems using ORCID now have the ability to customize messaging around the Unlink Account button.

Added Default Layout for Advanced Data Tables

Added a new “Page Layout” setting for the custom field Special - Advanced Data Table so you can easily set up this field type without looking at or modifying code. To use these new options, create or navigate to a custom field of type Special - Advanced Data Table. For the new option Page Layout, select "Default". This will surface the new setup options for Page Title and Page Instructions. The Section Builder has also been updated to include new options for Display Order (under the Section Details tab) and Visibility Condition (under the Permissions and Availability tab).

A new default layout for Advanced Data Tables makes them easier to set up.

Added Auto-Population Button for Custom Field Translations

Added a button called Populate from Field on the custom field translations screen. This convenience feature allows you to populate the translation you are currently working on with placeholder data. It pulls the placeholder values from the base field for context. To see this new button, go to UTA Settings > Level One tab > Custom Fields > Edit a custom field > Click the Custom Field Translation Settings button on the top action bar > Select a language > Click the Populate from Field button.

The new button is located on the Custom Field Translation Settings.

Added Routing Options to the Create New Activity Workflow Task Type

It’s now easier to assign users to newly created activities without the need to create specific UTA roles. This change applies to all workflow types related to a specific tracking application. To view this setting, go to Workflows > Edit a workflow > Create or edit a task of type Create New Activity > Create for Users Assigned as. This gives you the option to assign the tasks to users based on either their UTA roles or if they are assigned as the owner.

Workflow tasks that create new activities can now be assigned to the user in the owner or person fields.

Added Pre-Processing for JSON Files in Autoloader

Updated autoloader to include pre-processing for JSON file types. To see this option, go to Menu Icon > Autoloaders > Edit an autoloader > Set the File Type to "JSON"> Click the Process tab > File Pre-Processing.

Added Support for Dun & Bradstreet Integration

We have extended ssGet() variable syntax to support Dun & Bradstreet API calls. This watchlist scanning integration requires that you bring your own license.

Beta Previews

No features are available for beta preview this upgrade.

Notes for Admins

Added New Request Method to Workflow Task Type

If you create a workflow task of the type Web Service – RESTful Request, you now have the option to choose Delete as the request method.

Updates to Database Schema and Maintenance

Behind the scenes updates to connectors and database schema.

Improved Password Rendering

In some areas of the system (such as the Global Settings > Communications > SMTP Relay), if a password was present and saved, the input will now be greyed out with an Edit button. Previously there was no visual indication that a password was present and saved.

Updates were made to password rendering for greater clarity.

Media Library Thumbnail Rotation

Image thumbnails as seen in the media library (Upload – Multiple Files Storage custom field) are now being rotated based on EXIF orientation. Images uploaded after the upgrade will now get automatically rotated thumbnails.

User Groups

Added ability to restrict access to user group settings pages. To see the new permission, navigate to Global Settings > Security tab > System Feature Permissions > Features tab > User Group – Manager. These settings will continue to be available to Global Administrators regardless of permissions set. We also fixed an issue with the user group search where you could not search external users.

Archive Schedule Start Time

Archive Schedules will now start running at 15 minutes after the hour instead of on the hour.

Edit Profiles Via Links

When a user clicks a link configured to edit an Organization or User profile, if the user has view permission, they will now see the profile in view mode when they previously saw an "Access Denied" message.

System Call Task Added to User Workflows

The System Call task is now available for User Workflows.

Updated Libraries

Updated jQuery UI Libraries to 1.13.1.

Updated JQuery version to 3.6.0 and JQuery Migrate to 1.4.1

Updated Highcharts to version 9.3.2

Translations

Fixed some issues around saving translation settings.

Increased Encryption and Validation

Added encryption to the value stored against the session variable and cookie for the logout redirect. Plus, we are now enforcing server-side validation for the new password and confirmation password values.

Advanced Search with Modified By

Added ability to search using Modified By in Level 1 list view Advanced Search.

Autoloader Process and Configuration Error Logs

Logs located in the following locations will now show items for only the past 3 months. Menu icon > Gort Automation > Autoloader Process (in Process/Failed) Menu icon > Global Settings > Configuration Error Log

Autoloader and Report Notifications

Email notifications from autoloader and report export will now use the default from address if configured. To configure the default from address, navigate to Menu icon > Global Settings > Communications tab > Email Options and Security > Enable Default From Address.

Validation of File Names with Single Quotes

Fixed an issue where if a file has single quotes, it will cause errors in validation when the Description field is enabled on the Upload - Multiple Files Storage custom field.

Test To Production (T2P)

Some unneeded tables are no longer included in the T2P comparison.

Archiving Activities

Standard field Associated Parent will now be available in the activities file when archiving.

UTA File Search

UTA Administrators will now have access to the UTA file search feature.

Service Packs

June 9th 2022 (202206.01)

Fixes

• Fixed an issue where the annotation pop-up panel was being displayed behind the footer bar.

• Fixed an issue where the Deny Add Field was not being applied on the Association standard field when the Use Classic Association Entry View was toggled off under Global Settings > Classic Options tab.

• Fixed an issue where an administrator’s default language would switch to the language of an emulated user after the session was terminated.

• Fixed an issue where a custom batch update button used to assign group contacts to a record was not applying the selected roles.

• Fixed an issue with the search on media library in portals where searching on fields was not returning results.

• Updated the default display size of the Upload - Image fields on web page views to be 500 pixels wide.

• Minor additions, bug fixes and security enhancements.

Other Changes

• Added a new setting to flag organizations into acting structurally like a holding folder rather than a true organization with hierarchy permissions. Users assigned to this organization would be restricted from seeing any other user or organization profiles except for their own. This feature prevents inadvertent security breaches. To set this flag, go to Menu Icon > Organizations > Edit an Organization > Actions > Edit Categories and Access > Toggle on Container.

• Added a new setting to the Lookup - Autocomplete Options custom field that allows any entity profile links to be restricted by role. To set this up, create or edit an existing Lookup Autocomplete Options custom field and toggle on Enable Dynamic Content. Once toggled, a new role lookup will be surfaced called Restrict Entity Link.

• Updated the CKEditor for rich text to version 4.19.0.

May 19th 2022 (202205.03)

Fixes

• Fixed an issue where the status dropdown was populated again on load and losing the selected stored value.

May 16th 2022 (202205.02)

Fixes

• Fixed an issue where P3 Script was attempting to use the application ID from the script object instead of the application ID passed along from the triggered point.

May 12th 2022 (202205.01)

Fixes

• Fixed an issue where mobile file uploads were not being processed because the file type extension was case-sensitive and was rejecting valid file types with capitalized extensions (Example: .MOV instead of .mov).

• Fixed an issue with variable processing on group emails where a variable in the body of the email displayed the value of the first record as the value for all records.

• Fixed an issue with Word Merge where tables were not displaying if the Word document template contained multiple sections separated by page breaks. Word Merge will now look at the index of tables in the whole document instead of multiple sections separated by page breaks.

• Updated System Performance Summary severity from “Medium” to “Low” when parent syntax is used inside list syntax. A check for the number of occurrences of list syntax, sslogic, sscalculation, and ReportProperty was also introduced.

• Fixed an issue where a status trigger for a Provider UTA triggered on a specific Consumer UTA also changed the status of other Consumer UTAs.

• Fixed an issue with the instruction text on the Contact standard field on the Organization profile not using the defined translation settings based on the selected language preferences.

• Fixed an issue with the Text Box - Multiple Line custom field used in conjunction with DocuSign where line breaks were not being preserved.

• Fixed an issue where the Start Date and End Date standard fields were not updated when using the Quick Edit feature.

Other Changes

• Updated the look of the server maintenance and Record Lock messages.
• Added ability to cancel e-signatures requests via workflow.
• Added tooltips to the left hand navigation captions on record pages so the full caption can be read in the tooltip if it gets truncated.

April 21st 2022 (202204.02)

Fixes

• Fixed an issue where using the @object.inRole(Rolename)@ variable syntax was not resolving correctly when the user's role is updated using a signup page from an invitation.

• Fixed an issue where using ssEscape syntax was not resolving correctly when used in the Advanced Data Table field.

• Fixed an issue related to the People list view when the Catalan language was selected.

• Fixed an issue related to the country and state options when the Japanese language was selected.

• Updated the options in the State / Province standard field for the country Scotland.

• Fixed an issue where the current date variable (@datetime(currentdate)@) was not resolving in scheduled export files.

• Fixed an issue with the API dev tool where API samples were not loading.

Other Changes

• Updated certain parameters for internet enabled templates to match the parameters of regular record pages to enable SmartCheck validation to run as expected.

April 14th 2022 (202204.01)

Fixes

• Fixed an issue where line breaks were not being preserved for Text Box - Multiple Line fields when used as a variable and exported as a PDF from a Web Page View.

• Minor additions and bug fixes

Other Changes

• Added a Hebrew language option and updates to several translation files.

• Enhanced security on the document generator used to create .DOCX files to only accept encrypted sources.

• Added support for alternate login pages on password reset and password change notification emails. If an external user needs a password change, they will be redirected to the URL they originally registered under rather than the main instance.

• Updated the Text Box - Multiple Lines field on emails to preserve line breaks for content processed from variables. This change applies for both email composition and for workflow-generated emails.

• Updated the YUI Library for file uploads to version 3.18.1.

• Updated the CKEditor for rich text to version 4.17.2.

• Updated the Select2 plug-in to version 4.0.13.

• Deprecated the Portal link found under the User Menu.

March 24th 2022 (202203.03)

Fixes

• Fixed an issue on the Contacts tab of the Level 1 record where the contact lookup modal was not closing after selecting a user.

• Fixed an issue with editing personal filters where navigating to User Menu > Filters would display an “Access Denied” message.

March 17th 2022 (202203.02)

Fixes

• Fixed an issue with the display of consumer list views when a new column was added.

• Fixed an issue where setting copy restrictions for a particular role on one UTA would be cleared when setting up copy restrictions for the same role on another UTA

• Fixed an issue on the first page of a web page view of a Level 1 where the header did not display as expected when the web page view contained a Select Many – Checkboxes custom field.

• Fixed an issue with SmartCheck validation configuration where clicking Add to Source button in the Code Builder was displaying a blank tab.

• Fixed an issue with error messaging for the Website standard field on organizations where custom validation messages were not appearing as expected when custom SmartCheck validation was used.