Template:November2024Upgrade

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

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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

New Workflow Option for Notifications

Added a feature to allow users to be notified of workflow acknowledgement tasks through the bell icon in the header, similiar to notification broadcasts. To see this option, go to Menu Icon > Workflows > Edit a workflow with an acknowledgement task > Edit the acknowledgement task > Message Template tab > Under Message Type, select "System Notifications". This replaces the previous "Instant Message" type. Now, instead of sending emails to internal staff for approvals, you can utilize the notifications area for a more streamlined process.

Updated Message Styling Options and Field Name Change

The "Display – Instructions" field was renamed to "Display – Message" and now includes enhanced styling options. These updates make it easier to present styled messages based on your desired logic. You can choose from the following message styles: Instructions (blue), Warning (yellow), Error (red), and Success (green). These new options are available within the custom field settings.

Upcoming Changes to the Rich Text Editor

We are introducing a new rich text editor to enhance security. While using the new editor will be optional for this release, it will become mandatory in a future update. Along with a change to the look, this new editor will no longer allow customization of the buttons.

Several features currently available will be removed in the new version, including:

• Preview, Print
• Cut, Copy, Paste, Paste Text, Paste From Word
• Undo, Redo
• Find, Replace, Select All
• Button, Image Button
• Remove Format, Blockquote, Create Div
• Left to Right / Right to Left text direction
• Anchor, Image, Special Character
• Styles, Format, Font
• Maximize, Show Blocks

Note:

• There are some changes to the interface in areas where you can toggle between the plain text editor and the rich text editor, such as when editing email templates and broadcasts
• The new editor may strip out certain HTML tags, including 'html', 'header', 'script', and 'body' tags from content sources.

Minor Updates

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 “Special – Button” Custom Field with Configurable Open Behavior

Introducing the new 'Special – Button' custom field, which allows users to create an inline button within an application to launch system functions such as the assignment grid, activity scheduler, or an easy way to edit an organization's profile. This field allows you to choose whether the functionality opens in the main window, a modal window, or a new tab. This approach simplifies access to system features and helps users maintain context, offering a more streamlined solution compared to customizing a browser script button for this purpose. To use this new custom field, go to UTA Configuration Settings > Level 1 tab > Custom Fields > Create or edit a custom field with the Field Type set to "Special - Button". Click the "URL Lookup" button beside the URL field to specify the system object you want the button to open. The "Open in" field allows you to select the open behavior.

Browser Script Button Color Options

Added the ability to select preset button colors for 'Special - Browser Script' custom fields with the Trigger Type set to 'On Demand,' making them consistent with submit button color options. This feature gives you the ability to differentiate buttons as well as assign then differing visual prominence and semantic meaning.

New Ability to Retain Dynamic Content Options

We’ve introduced a new feature that allows you to retain historical selections for dynamic content, similar to how SSRETIRE functions, but now applicable to dynamic content in "Lookup - Autocomplete Options" and "Select One - Dropdown" custom fields.

To use this feature, follow these steps on the custom field settings page:

• If your custom field has Enable Dynamic Content and Use Custom Lookup Options toggled on, you can now upload a CSV file to Global Settings > System tab > Custom Lookup Options that contains your desired options.
• In the CSV, add a new column to indicate whether an option is active (0) or inactive (1).
• Any option marked as inactive (1) will no longer appear in the lookup or be selectable. However, older records that previously used the inactive value will still retain and display that value.

New Default Status Option for Copy Profiles

We’ve added a Default Status field to copy profiles, allowing users to set a specific status for newly copied records. If no default status is selected, the system will default to the status with Is Default Copy Status enabled. Otherwise, the copied record will inherit the status of the original record.

Minor Updates

BYO SMS Credentials

We’ve introduced an integration setting that allows clients to enter their own Vonage credentials for use with Short Message Service (SMS) in the Multi-factor Authentication (MFA) login process. This enables clients to manage their accounts and associated costs directly, rather than paying SmartSimple for this third-party service.

To enter your account details, navigate to Global Settings > Integrations tab > Integration Key Management, and create a new key of the type “Vonage.” Please note that you must still contact SmartSimple to enable SMS notifications in your system, which can be done through a setting found at Global Settings > Communications tab.

Notes for Admins

New Option to Delete Files Upon Autoloader Completion

We added a new autoloader option called Delete processed and source data files upon autoloader completion. If enabled, files in the processing folder (including encrypted and decrypted files) will be deleted for improved security.

Delegation Notification Email Update

We’ve updated the delegation notification email so that users who have opted out of all system emails will still receive a notification when they are delegated to.

Updated Styling of Work with +AI Conversation Starters

Updated the template prompts (conversation starters) of the Work with +AI feature from being displayed in a dropdown menu to being displayed as buttons.

Updated Level 3 Associations in Report Builder

The Report Builder has been updated to distinguish between Level 2 and Level 3 associations. For example, you can now generate a report that returns a list of organizations associated exclusively with Level 3 records where previously it returned associations for level 2s and 3s.

Updated Electronic Signature Screen Interface

Updated the UI for the electronic signature screen. Changes include renaming the submit button to “Send for E-Signature” for improved clarity. To view these updates, navigate to a web page view custom field that has e-signatures enabled. Open the web page view and click the e-signature button to see the new interface.

SSO Signing Certificate Expiry Notifications

Added a feature that allows system notifications to alert users before the expiry of SSO signing certificates. These notifications will appear under the notification bell in the system header at designated intervals leading up to the expiration date. To enable these notifications, go to Global Settings > Integrations tab > Integration Key Management >Edit an integration key with the type "Certificate" and category "Keystore." You can then specify which users and roles should receive the expiration alerts.

Deprecated Support for Older Excel Formats

Two Excel report export format options (Excel 2000 and 2003) have been deprecated and are no longer supported. While existing reports using these older formats will retain their configurations for backward compatibility, you will no longer be able to select these formats for new report exports. Moving forward, there will be a single export option using the Excel 2007 format which offers improved performance and supports bigger worksheets.

Updated Advanced Data Table Custom Field

Updated the "Special - Advanced Data Table" custom field for enhanced security, specifically in relation to permissions and the way data is saved and returned.

Updated User Menu Configuration Naming

The user menu configuration item previously labeled "Dropdown" has been renamed to "Titlebar" to better reflect its role within the portal header.

Updated Aggregate Shortcuts

Fixed an issue where aggregate shortcuts linked to a list view with quick load enabled where an incorrect counts may have been displayed on the shortcut.