Template:March2024Upgrade
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.
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
Delegation Feature Moved Within User Menu
The settings link for the Delegation feature has been relocated from the personal settings to the "My Links" section within the User Menu for improved access and visibility.
The Delegation feature gives users the ability 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.
The permissions for the delegation feature is located at 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 as delegates. To use this feature, the roles that have permission to delegate can now go to User Menu > Delegation > Toggle on Enable Delegation.
Minor Updates
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Enhanced the map size in list views for improved user experience and enhanced context. To view a list with a map, enable the "Map and Proximity Search" option and select the object address you wish to map (e.g., users, organizations, or UTA records address).
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
+AI Features
- Main Article: AI
There are various AI features available within SmartSimple for those who subscribers to this service:
AI Directive: Users can leverage this feature to: analyze text and automatically fill custom fields with pertinent information, convert text into various formats such as JSON, summarize and translate text, compare application requests with program objectives and provide suggestions or scores on their alignment, populate custom fields with data extracted from the internet.
AI Insights: Users can leverage this feature to query datasets using natural language instead of constructing list view filters or reports. Specifically trained insight models can provide aggregation, summarization, and prediction capabilities.
AI Assistant: Users can leverage this feature to execute actions such as updating status, modifying field values, creating new fields, activities, associations, and multiple actions. Additionally, it can be interacted with using a hands-free voice interface.
AI Transcription: Users can leverage this feature to generate text transcriptions of videos, saving time. These transcripts can then be summarized for further efficiency.
AI Vision: Users can leverage this feature to receive explanations and answers to questions regarding the content of uploaded images.
Work with +AI: Users can leverage this feature to facilitates interaction with AI at the record level in a conversational manner. Users have the option to use pre-made templates and prompt libraries to expedite common processes.
SmartFolders
Introducing SmartFolders 2.0, an enhanced file storage feature. The updated interface boasts a fresh design, uniform layouts, and optimized performance, aimed at delivering an enhanced user experience.
To access SmartFolders, navigate to Global Settings > Security Tab > System Features. Then, click on the menu icon > SmartFolders > and enable “Try the new SmartFolders”.
Here are some key points to note:
We've introduced a left navigation panel featuring two types of files:
"Files," previously known as "General," encompass physical files. "System Files," formerly referred to as "Configuration Folders," consist of files for system reference, such as document templates or files intended for autoloader and export storage. "Quarantined," previously labeled as "Virus infected files," now resides in the left navigation alongside "Expired Files". Customize your file view with either the "Grid" or "List" layout.
Take bulk actions on selected files or utilize individual file actions accessible under the ellipses menu.
Adding files to folders is now quicker and more intuitive with drag-and-drop functionality.
Minor Updates
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Added the ability to send data from a third-party system to a level 1 template page within SmartSimple and create the level 1 record. This enhancement may be used to optimize workflows, and provides another way to get third-party data into your SmartSimple system. Users may also opt to encrypt the 3rd party data sent to enhance risk management and compliance measures. To explore this new integration feature, navigate to Global Settings > Integrations tab > "Integration Data Receiver".
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Enhanced localization by adding the ability to designate language-specific alternative text for system logos.
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We've introduced a new feature that allows you to customize how records and links are opened within a portal section using buttons. This grants system administrators greater flexibility in defining the behavior for accessing records or links. For instance, if you want users to simply verify their organization profile without extensive edits, you might opt to open the profile in a modal window. Conversely, if you anticipate users making substantial changes or navigating away frequently, you may choose to open the record in the main window.
These new open behavior options are accessible through buttons within section types like "Banner," "Text Template," and "List View."
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A new page-level help element has been added to several pages including: Colors and Styles and is being applied to new features like +AI Insight and +AI Assistant
Notes for Admins
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Added the ability to report on user access expiration, enabling easy identification of users scheduled to lose system access automatically. Access expiration on users is often configured for compliance, security, or risk management purposes via the user roles and access settings page. To include this new data in a report, navigate to the report builder, select the "User" data set, and add the fields "Expiry Date" and "Will Expire".
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Updated the Assignment Grid to eliminate a deprecated 3rd party library, resulting in alterations to the user interface of the assignment grid feature. 147756 - Update assignment grid code after discontinuation of AngularJS
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Level 0 custom fields, which were deprecated earlier, will now be completely hidden from all areas of the system.
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Added a change log to the P3 Script feature (The P3 script feature is used for the configuration of server-side JavaScript like functions). To access the new log, go to the desired UTA > Configuration Settings > General tab > Open the P3 Script editor > Modify the desired script > Click the “Update History” button in the action bar.
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Added the ability to create an OData connection entering an API User Token instead of authenticating with a username and password. To do this, first retrieve the API Access Token and Token ID from the API User Token page. Then use the Token ID as the username and the Access Token as the password. Add some info about creating an API access token and user. maybe direct to https://wiki.smartsimple.com/wiki/SmartConnect_-_RESTful_API#API_User_Access_Tokens and update screenshot
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Added ability to upload JSON profile models via the autoloader to populate information on the profile model tab of the user profile. To use this features, users can use the People loader as they always do, but now they must define the Node Name and the JSON data in separate columns. Instead of uploading individual JSON files, the profile data in JSON format should be added to a column in a CSV file. Users can open the CSV file, copy and paste the JSON data into the column, and save the file. When opening the CSV file in Notepad, double quotation marks ( "" ) should be correctly added. It is important not to escape these quotes inside the JSON data as this would make the JSON object/array invalid.
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add something about create an association field to store the flag and then set that field in the mapping, and then include set it to 1 or 0 (or empty, which is current behavior if no flagging field is mapped)
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Added the ability to automatically populate the subject field in notes when they are created using the autoloader. To utilize this new mapping option, set up an autoloader with the record type of Company, People, or choose a UTA and the desired level. Then, select "Notes" for the "Item", and navigate to the "File Layout" tab. Under "Column Mapping", choose the field type of "Note - Subject". Subject Line for Notes can be enabled at GLobal Settings > System tab.
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Improved the Test 2 Production (T2P) tool by integrating a feature for filtering records based on modified date. This addition enables the tool to minimize the number of records it compares and retrieves, thereby enhancing efficiency and reducing the runtime of the T2P process. Well not specifically related to the upgrade, reach out to support for the latest version of the T2P tool.
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The Default OpenAI large language model (LLM) used in system has been transitioned from gpt-3.5-turbo-16k to gpt-4. The variable syntax help text in system and the +AI wiki articles have been modified to reflect this change. Also Make the +AI wiki articles a link