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Template:April2016Upgrade

781 bytes removed, 15:50, 21 April 2016
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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:
===New Currencies Now Supported in the SystemVisual Enhancements for Arcadia Tabs and Captions===40 new currencies have been added to Updated the list style of standard system currenciesArcadia tabs and captions for improved look and feel. These include tab accent colors and additional white space between tabs.<br />:* [[New Currencies Now Supported Visual Enhancements for Arcadia Tabs and Captions (Apr 2016) - Why?|Why?]]<!-- 45534 46437 - New Currencies (for Boeing) Arcadia Tabs are boring and grey --><!--45946 - Arcadia Caption-->
===New Enhanced Dynamic List View Filtering===
List views and search filters have been enhanced with the ability to dynamically filter lists based upon the current user. This allows the creation of a single list view that shows the current user all records they are associated to in a specific role.
<!--This enhancement adds the ability to filter a list view based on UTA roles and the ability to filter list views based on system variables such as @userid@ and @companyid@-->
<!-- 42404 - Dynamic List View Filtering -->
===Updated Reports Page Enhanced Level 1 List Views With List Style Ability to Search Organization and Search FunctionalityContact Fields===This A past enhancement extends allowed to display the Arcadia fields of associated records within a Level 1 list view page-style , this enhancement now allows you the ability to the Reports page. This enhancement also adds perform searches on these fields within advanced search functionality.  <!--For organizations with many reports, or organizations who expect to generate many reports over time, this is a welcomed enhancement. The reports page Advanced Search functionality has now has been enhanced to allow you to search functionality giving you the ability following records on a Level 1:<br />:a) the organization connected to the Level 1<br />:b) the branch connected to quickly filter reports by column name, role, status, and type.--the Level 1<br />:c) the external person connected to the Level 1<!-- [[Imagebr />:Search_functionality_on_reports.png|Link=|800px]] --d) the internal person connected to the Level 1<br />:* [[Reports Page Updated With Modern List Style Advanced Search Extended to Organizations, Branches, and Search Functionality External Persons Connected to the Level 1 - Why?|Why?]] | [[How]]<!-- 42000 44524 - List View Parent and Child - Part II - Advanced Search field on the Reports page The Michael Jordan Ticket-->
===New Level 2 Fields Now Visible in Enhanced Level 3 List ViewsWith Ability to Search Level 2 Fields===This feature allows level A past enhancement allowed you to display Level 2 fields to be referenced from within a level Level 3 list view in Arcadia X portals. , this enhancement now allows you the ability to also perform searches on the Level 2 fields within advanced search. This will also appear in Level 3 advanced allow you to create more complex searchesand filters.
<!--
====Selecting Level 2 Fields from Level 3 Objects====
<!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) -->
===Update A User's ID Cannot be Part of a User's PasswordUpdated Reports List Page===Effective April 2016 Upgrade, a user’s ID cannot be part of This enhancement extends the user's password, or Arcadia list view page-style to the whole passwordReports page. This enhancement also adds search functionality.:* [[A User's ID Cannot be Part of a User's Password - Why?|Why?]]<!-- 44147 - Platform password policy enhancement --> ===New Advanced Search Extended to OrganizationsFor organizations with many reports, Branches, and External Persons Connected or organizations who expect to the Level 1=== This feature enhances the advanced search for list views to be able to search attributes of associated objectsgenerate many reports over time, and builds on the enhancements introduced in the January 2016 upgradethis is a welcomed enhancement. With this enhancement Advanced Search The reports page now has search functionality has been added to the following:<br />:a) giving you the organization connected ability to the Level 1<br /quickly filter reports by column name, role, status, and type.-->:b) the branch connected to the Level 1<br />:c) the external person connected to the Level 1<br />:d) the internal person connected to the Level 1<br />:* !-- [[Advanced Search Extended to Organizations, Branches, and External Persons Connected to the Level 1 - Why?Image:Search_functionality_on_reports.png|Why?]] Link=| [[How800px]]<!-- 44524 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket--> ===New Disable User Account After Inactive Period===This enhancement enables user accounts to become disabled after a specified period of inactivity. Controlled by the Password Policy settings, an account can become disabled, requiring a password reset to regain access.:* [[Disable User Account After Inactive Period Reports Page Updated With Modern List Style and Search Functionality - Why?|Why?]] | [[Disable User Account After Inactive Period|How]]<!-- 42897 42000 - Disable Account (i.e. expire account if unused) Search field on the Reports page -->
===New Font Weight and Color Settings Added to List View Columns===
This enhancement adds the ability to easily select a column font color and specify or bold the text values of a column text font weight from in a list view through the list view settings.
<!-- [[Image:List_view_font_weight_and_color.png|link=|700px]] -->
:* [[Font Weight and Color Settings for List View Columns - Why?|Why?]] | [[Bolding Text and Changing Text Color on List View Columns|How]]
<!--46372 - Add Font weight and color settings to list columns-->
===Visual Enhancements for Arcadia Tabs and CaptionsNew Currencies Now Supported in the System===Updated 40 new currencies have been added to the style list of Arcadia tabs and captions for improved look and feelstandard system currencies. These include tab accent colors and additional white space between tabs.<br />:* [[Visual Enhancements for Arcadia Tabs and Captions (Apr 2016) New Currencies Now Supported - Why?|Why?]]<!-- 46437 45534 - Arcadia Tabs are boring and grey --><!--45946 - Arcadia CaptionNew Currencies (for Boeing) -->
==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 System Administrator:
 
===New Customizable Privacy and Confidentiality Policies===
Privacy is a shared responsibility. This enhancement adds the ability for organizations to define their own policies. Separate policies can be created for individual country and language combinations. Also added is a Privacy & Security tab where all policies are managed. The policies will appear on the standard system login page as well as in the header section in user portals.
:* [[Customizable Privacy and Confidentiality Policies - Why?|Why?]] | [[Configuring Privacy, Confidentiality and Other Policies|How]]
<!-- 43930 - Privacy and Confidentiality is a shared responsibility -->
===Enhanced Search and Filter Functionality Added to Provider / Consumer List Views===
This feature enhances Consumer provider / Provider consumer list views with the ability to search and filter results. When viewing a provider record you can apply a list view filter on the list of consumer records.
:* [[Why?]] | [[How]]
<!-- 44457 - Provider / Consumer List View Filter -->
===New Customizable Privacy and Confidentiality Policies with Persistent HyperlinksDisable User Account After Inactive Period===Privacy is a shared responsibility. This enhancement adds the ability for organizations enables user accounts to define their own policies. Separate policies can be created for individual country and language combinations. Also added is become disabled after a Privacy & Security tab where all policies are managedspecified period of inactivity. The policies will appear on Controlled by the standard system login page as well as in the header section in user portalsPassword Policy settings, an account can become disabled, requiring a password reset to regain access.:* [[Customizable Privacy and Confidentiality Policies Disable User Account After Inactive Period - Why?|Why?]] | [[Configuring Privacy, Confidentiality and Other PoliciesDisable User Account After Inactive Period|How]] <!-- 43930 42897 - Privacy and Confidentiality is a shared responsibility Disable Account (i.e. expire account if unused) -->
==Beta Previews==
===New Annotate Specific Application and Form Fields with CommentsField Revision Annotations===Revision Annotations allows you to mark up field annotations at the field level and allow edits to be made to specific fields while keeping the rest of the record locked. Flexible security allows you to configure role-based permissions to allow different users the ability to make annotations to fields and others the ability to edit the field value, for example when requiring users to make revisions to their forms. 
<!--
This feature enables organizations who receive applications and forms to add field-level comments for applicants to review and revise. This feature allows organizations to better communicate feedback with applicants by enabling them to add comments to specific fields on submitted applications and forms. This process allows the annotated fields to be editable only.
:* [[Why?]] | [[How]]
<!-- 42199 - Revision comments -->
 
===New Contact Invitation===
This new feature introduces the ability to invite contacts to collaborate on a system record through an email invitation. It also allows for the invitation of new contacts that do not currently exist in the system. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. Contacts who are new will be directed to a contact sign-up page where you can then control their registration behaviour. This simplifies the process of inviting contacts to participate in system activities.
:* [[Level 1 Email Invite - Why?|Why?]] - [[How]]
<!-- 46588 - L1 invitation functionality -->
===New Assignment Panels - Phase 1===
New Assignment Panels allows you navigate different list views simultaneously and easily search and bulk assign users to records. This first phase is limited to the ability to assign users in one panel to Level 1 records in the other panel but this will be expanded to in the future to allow assignment to and from more record types.
 
<!--
 
The '''Assignment List View''' feature adds the ability to assign many objects to many objects. Now assigning one or many contacts, organizations, and even Level 1s (includes Level 2 and 3 records) to one or more Level 1s is a as simple as point and click. Once fully implemented, this enhancement will enable the assignment of many objects (like users, organizations, Level 1, Level 2, Level 3s), to many objects. Phase one of this enhancement (April 2016 Upgrade) will add the ability to attach one or many contacts to Level 1s.
 
====Configuring the Assignment List View====
<!-- 35842 - Assignment List View -->
===Enhanced Custom Field List Views Now Display Last Modified Date===This enhancement adds the '''last modified date''' field to '''[[Custom Fields Overview|Custom Field]]''' list views. This data is useful when tracking changes made to these list views. <!--====Overview====Knowing the last modified date of a field can be useful in troubleshooting. ====Locating the feature====# Navigate to the specific UTA, click on the '''Settings''' icon.# Click on the '''Level 1, 2, or 3''' tab.# Click on the '''Custom Field''' hyperlink. [[Image:Last_modified.png|1200px]]-->:* [[Last Modified Date Added to Custom Field List Views - Why?|Why?]]<!-- 35656 - Add date last modified to custom field list view --> ===New Invite New and Existing Contacts Into The System Via Email===This new feature introduces the easy invitation of a contact to collaborate on a system record through an email invitation. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. This new feature will send invitations to contacts who currently exist as a contact in the system and to contacts who do not exist. Contacts who are new will be directed to a contact sign-up page when applicable. This simplifies the process of inviting all contacts to participate in system activities.:* [[Level 1 Email Invite - Why?|Why?]] - [[How]]<!-- 46588 - L1 invitation functionality --> ===New Create Level One Consumer Records in Batch from Provider===This new feature enables the creation of consumer associated records in batch based on the contacts or companies associated to the a provider record.
<!-- This feature adds the ability to create level 1s based on based on a list of organizations attached to a level one or level two provider -->
:* [[Create Level One Records in Batch from Provider - Why?|Why?]] | [[How]]
<!-- 36544 - Create a new style sheet for XML budgets and define default classes for cells -->
===Enhanced Revamp of Dynamic Control Fields===Updated the design of dynamic control custom fields for more consistent and improved behavior. The improvements were achieved through changes to the way Dynamic Control fields are rendered.:* [[Custom_Field_Type:_Dynamic_Data_–_Dynamic_Control_Field#Enhancements|Why?]]<!-- 37465 - Revamp Dynamic Control fields --> ===New Create Arcadia X Layouts Using Pre-Made Layout Templates With the Layout Picker===The Arcadia X layout picker enables the point-and-click configuration of different portal sections layouts using pre-made templates and the choice of Arcadia X themes and backgrounds. Arcadia X layouts built using the layout picker are responsive by default.
<!--All Arcadia X sections built using the layout picker will be formatted for optimal viewing on a wide rage of devices. For novice users and those not familiar with html, the Arcadia X layout picker provides templates with various layouts eliminating the need for technical know-how. -->
:* [[Why?]] | [[How]]
<!-- 37891 - Arcadia X Layout picker (template for section creation) -->
 
===New SmartField PDF Page Options===
This enhancement enables greater control of PDF documents generated from SmartField Views. Easily control page breaks and changes to page orientation within a PDF generated from a SmartField View with field format settings.
<!--
[[Image:Smartfield_pdf_options.png|link=]]<br />
[[Image:Smartfield_pdf_options_example.png|link=]]
-->
:* [[Control Page Breaks and Page Orientation With SmartField PDF Options - Why?|Why?]] | [[Control Page Breaks and Page Orientation With SmartField PDF Options|How]]
<!--45228 - Can’t use page break or rotate inside smartfields-->
===New Role Permissions for Submit Buttons===
<!-- 40243 - Role Permission for Submit button -->
===Enhanced Dynamic Control Fields===Updated the design of dynamic control custom fields for more consistent and improved behavior. The improvements were achieved through changes to the way Dynamic Control fields are rendered. While subfields are currently repeated multiple times on the form in the case that they are available for multiple options in the dynamic control field, they will now only exist on the form once.:* [[Custom_Field_Type:_Dynamic_Data_–_Dynamic_Control_Field#Enhancements|Why?]]<!-- 37465 - Revamp Dynamic Control fields --> ===Extended Record Lock Feature Added when Modifying Contacts to Contact and CompaniesCompany Records===The Record Lock feature gives the first ensures that only one person to access may be editing a record in Edit mode exclusive access to the record so that others cannot edit it until releasedat any given time. This enhancement extends the Record Lock functionality to include Contacts and Organizations and eliminates the possibility of two users concurrently editing these records.
:* [[Record Lock Feature Added when Modifying Contacts and Companies - Why?|Why?]] | [[Record Lock Feature Added when Modifying Contacts and Companies|How]]
<!-- 39232 - Would Like to Lock Contact Record when in Edit Mode -->
 
===New Control Page Breaks and Page Orientation With SmartField PDF Options===
This enhancement enables greater control of PDF documents generated from SmartField Views by one-click control of page breaks and page orientation.
<!--
[[Image:Smartfield_pdf_options.png|link=]]<br />
[[Image:Smartfield_pdf_options_example.png|link=]]
-->
:* [[Control Page Breaks and Page Orientation With SmartField PDF Options - Why?|Why?]] | [[Control Page Breaks and Page Orientation With SmartField PDF Options|How]]
<!--45228 - Can’t use page break or rotate inside smartfields-->
 
===Enhanced Message Queue Functionality Enables Re-Sending of Failed Emails===
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