Changes

Template:November2017Upgrade

3,571 bytes added, 15:56, 16 November 2017

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====Bug Fix Behaviour Change for User/Company Security Matrices Allow Permissions====Fixed a bug with Updated the User/Company security matrices, where allow permissions were being more restrictive rather than additive as they should be. Previously, if there was a user with two roles where one was set to allow edit of all other roles, and the other was set to allow edit of only one role, the user was restricted to only editing the latter. This upgrade will change the behaviour instead to combine the allow permissions in addition to each other.

<!--59597 - User Security Matrix issue-->

# Lists of associated organizations, contacts, activities, etc. will be moved into a new left menu panel. The 'More' menu options will also be moved into this left menu.

# Notes will also be moved into the new left menu panel.

# Tabs created by Title Bar custom fields may move up to the top of the page depending on the layout of your custom fields. These tabs are now sticky and stay at the top of the page as you scroll down. This keeps all your navigation options always visible for greater ease of use.

# Any fields positioned above the set of Title Bar custom field tabs may become grouped into a new General tab. Currently, these fields always display at the top of the record as you scroll through the custom field tabs. However, the upcoming changes means that these fields will be hidden as you scroll through the custom field tabs. Note, that this change will not apply to systems that have generated a display order and customized the arrangement of standard fields.

# With these changes comes a new ability to dock the associated lists into a right-pane. This means that you'll be able to see the associated organizations and contacts concurrently with the application form.

<!--58875 - Replace dotted underline labels-->

===='New ' Buttons Have Moved Down to List View Action Bar====

The buttons to create new records has been moved from the top action bar down into the action bar of a list view. This was done for improved ease of use and consistency. With this change we've been able to enhance list views to more easily create objects of that type. For example, within a level 1 application, if you have the level 2 activities tabbed out into different types, e.g. reviews, payments, etc., you will be able to directly create those activities from the tabbed list view. Also due to this change, we've removed the ability to create new level 2s from within an organization record.

<!--60920 - Move new button above list-->

====Enhancements to SmartCards====

Enhanced SmartCards with greater functionality. You can now expand each SmartCard and work with the records listed within almost like a list view. When sharing SmartCards with others, you can now also allow them to modify the list of records within the SmartCard too. On the flip side, you can also hide any SmartCard that has been shared with you that you don't want to see. You will also be notified via email any time someone shares a SmartCard with you.

<!--59780 - SmartCards UI/UX-->

Enhanced the batch update functionality within list views with the ability to now update specific field values.

<!--52806 - Batch update custom field values-->

 

====Simplified Configuration of Login and Sign Up Page Templates====

Updated the configuration screens for login and sign up pages with easy field settings. You can now easily create great looking default pages without any configuration of HTML or CSS syntax. We've also introduced a new preview panel into the configuration screen of the login page. This panel will show you in real-time what your page will look like with your edits as you make them. Look out for this preview panel to be introduced in other areas in future updates.

***

<!--59814 - Improved Login page (no html CSS rich text exposed)-->

===Minor Updates===

====Bug Fix for Updated Portal Shortcut Display====Fixed a bug with Updated portal shortcuts that did were not size them always being sized consistently all the time. This would have resulted in shortcuts of all different sizes in a portal. This has been updated instead with a more consistent styling to the shortcuts.

<!--60962 - Shortcut visual fixes-->

====Updated Simplified Width Setting for Custom Fields====

Updated the width setting for custom fields from a free text box instead to a select combo-box. This makes the creation of custom fields and forms even easier by having pre-set, and default field sizes. Fields that already have a value set for their width will still retain their previous setting.

<!--60917 - Field widths-->

<!--27000 - Reader Log on contacts field-->

====Added Brackets into Updated Advanced Search Builderfor Stronger Searching====

Added the ability to configure brackets into the advanced search expression builder. This gives a greater ability to create stronger search queries for your list views.

<!--24870 - Advanced Search: expression composer-->

====Added User Names into for Data Exchange Logs====

Added the names of the sender as well as receiver of data exchange packages into the logs for easier troubleshooting. The data exchange feature is mainly used by the case management space.

<!--34393 - Data exchange: capturing name of contact sending/unpacking packages-->

<!--59432 - New Mapping Custom Field-->

====New External Data Source Custom FieldType====61807 - External data source lookupNew custom field type available for searching external data sources. The first service offered is a new integration with Google Civic Information API. This allows you to allow you , for example, search any U.S. residential address to look up entities from third party identity who represents that address at each elected level of government. Look out for additional data sources such as IRSto be added to this field type in future updates.<!--61807 - External data source lookup-->

====New Activity Consolidation====

<!--60937 - reviewer feedback consolidation-->

====Simplified Contact Assignment Module====New easily configurable module for contact assignment and invitation to collaborate. Specifically designed for UTA provider-consumer related records, there are several new features to handle the process end-to-end from assigning a contact from a provider record to consumer records, to email notifications and reminders, to the acceptance or decline of these. While your systems may already contain such functionality these new features introduce an easy to configure and easy to maintain method for this. An example process is in the research grant management space, and the panel assignment of reviewers from a panel manager to their corresponding grant applications.<!--60939 - Declaration button - Objective: quick change CURRENT user role by a pre-defined button when user viewing a levelone record (Due Sept 15, 2017)--><!--60941 - Assignment reminder - Objective: sending reminder to contact who have assigned to an levelone contact who have not changed to another role yet (Due Sept 15, 2017)New assignment reminders-->

====New Workflow Connector Conditions====New workflow connector conditions now allow you to easily trigger a workflow task based on the corresponding object type or status.<!--36808 - More granular built-in workflow trigger configuration/connector optionsNew ability to configure an object type/status into a workflow task connector-->

===Minor Updates===

51309 - Create a standard ====New Custom Report Template====New template available for reportsNew . You can now find a sample template introduced in the custom template configuration of a report. This makes it easier for customizing you to start with our generic template and further customize the look of your report templatesreports if you wish. 52535 <!--51309 - Translation issue: The Create a standard New User and Request Password email require a language settingAdded language setting template for the new user and password reset email templatesreports-->

57146 - Sign up Page: Add ====Simplified Language Translation Configuration for New User Email Template====Improved the ability to filter by Organization status in Ajax enabled pageseasily configure language translations for new user and password reset email templates.<!--52535 - Translation issue: The standard New ability to filter organization search by status in sign up page.User and Request Password email require a language setting-->

57702 ====Updated Sign Up Pages for Status Restriction in Search====Updated sign up pages with the ability to restrict the searching of existing records based upon their status.<!- CSI Web Integration - add Threshold as Global Setting OptionNew 57146 - Sign up Page: Add ability to define your own threshold for CSI Web integration to flag a findingfilter by Organization status in Ajax enabled pages-->

58948 - Notes - Deny View====New Ability to Define CSI Web Verification Service Threshold====New ability to define your own threshold value for when the system should flag a deny view permission on note typesfinding with results returned from CSI Web verification services.<!--57702 - CSI Web Integration - add Threshold as Global Setting Option-->

59620 - Enhancement - Changes to Emulate Function====Enhanced Notes with Deny View Permission=====New Enhanced note types with the ability to restrict emulation mode to only certain user rolesconfigure deny role permissions.<!--58948 - Notes - Deny View-->

59814 ====Updated Emulation Mode with Ability to Restrict Access====Updated the emulation mode feature with the ability to restrict the user roles of users that you're able to emulate.<!- Improved Login page (no html CSS rich text exposed)-59620 - Enhancement - Changes to Emulate Function-->

====Updated Workflow Task Messages with Ability to Send Immediately====Updated workflow tasks with the ability to send a message immediately as opposed to waiting 5 minutes for the automated scheduler to process the message.<!--60396 - Acknowledgement tasks sending email immediatelyNew ability to configure a workflow email task to send immediately instead of the default queueing-->

61856 - ====Updated Privacy and Security and Policy SettingsPolicies with Role Based Permissions====New ability to designated user role permission policy settingsfor privacy and security policies in addition to the current settings for country and language.<!--61856 - Security and Policy Settings-->

====Updated GuideStar API Method====Updated GuideStar integration with the ability for you to choose whether to use the SOAP or REST API methods. Depending on your GuideStar license and account you can select the appropriate API methodology.<!--59676 - GuideStar/Simplify - changes to API (Ref ticket 35722)New ability to choose the API methodology for Guidestar, SOAP/REST-->

==Beta Previews==

61039 - ====New Discussion Board 2.0====New revamped discussion board. This new discussion board offers new features such as the ability to mark a reply post as the best solution to your thread, and the ability to like any post. These features serve to make it easier to navigate the discussion board easily to find the most helpful discussions and answers to your questions.<!--61039 - Discussion Board 2.0-->

==Notes for Admins==

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Chin

Smartstaff, administrator

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