Smartstaff, administrator
687
edits
Changes
no edit summary
===Major Updates===
====New Button Groups and Updated List View Pagination ChangesInterface====Enhanced the user interface in several areas for greater ease of use and consistency in experience. The List View selector has been moved into the List View action bar. It is now This was done to introduce more consistency into List Views across the system, and to make it easier to edit your List Views directly from this updated action button.
<!--68641 - Button groups (group like buttons together) and list view pagination changes-->
[[File:2018-08-ticket-68641-1.png|thumb|none|500px|Like buttons are grouped together]]
[[File:2018-08-ticket-64638-1.png|thumb|none|500px|Updated icons]]
====New Enhanced Security Token Implementation for Standard Fields====
Enhanced security for standard fields by introducing security tokens to be validated against upon save. This functionality has existed for custom fields and has now been extended to include standard fields as well. No change in behaviour is expected from this change.
====New Visualizations Visualization Chart for Record History====
New chart feature to help you visualize all your activities. This chart plots the activities surrounding a record as well as its status history. Use this to easily review the timeline of a record and determine its relationship with each surrounding activity throughout its history.
<!--65663 - Visualizations-->
[[File:2018-08-ticket-65663-1.png|thumb|none|500px|Plot the status history of a Level 1 recordalong with when its Level 2 activities were created.]]
====New Pending Workflow Indicator====
New visual indicator to show whether a record has pending workflow tasks waiting to run. This icon will be displayed when viewing a record and can be clicked to display the list of workflow tasks still pending.
<!--13069 - Pending Workflow Indicator-->
[[File:2018-08-ticket-13069-1.png|thumb|none|500px|Easy access to view workflow tasks that are pendingfor a record.]]
====New T2P SmartFolder Feature: Configuration Folders====
New Configuration Folders feature within SmartFolders. While the files within SmartFolders are stored as files within the SmartSimple application system, the new Configuration Folders will store files within the SmartSimple database. The advantage of this will be improved ability to transfer these across environments during your change management process via tools such as the Test2Production change promotion tool. Future enhancements can be built around these files to store more meta data related to the file, such as tracking changes and file versioning. Please note that there is a 16MB size limitation on files stored within Configuration Folders.
<!--39860 - enhance T2P SmartFolder sync-->
====New Trimming of Trailing/Leading Spaceson Inputs====
New functionality to trim leading and trailing empty spaces for single line inputs throughout the system. This is to prevent data entry and copy/paste errors that include extraneous spaces.
<!--63371 - Cannot find contact due to extra space in name-->
===Minor Updates===
====Enhanced Updated and Reinstated Next/Previous Navigation Buttons====
Updated and brought back the Next and Previous navigation buttons that progress through record tabs. These updated buttons will now also float above the save bar, so as to be visible without having to scroll to the bottom of the page as was previously necessary.
<!--66057 - After new upgrade, navigation buttons lost within application to move from tab to tab-->
[[File:2018-08-ticket-66057-1.png|thumb|none|500px|Navigate through multi-tabbed records using Back and Next buttons.]]
====New Roles and Categories in Enhanced User/Company List Viewsto Display Roles and Categories====
Enhanced the user and company list views with the ability to list user roles and company categories as columns in the list. Note: this is just for display purposes, as the search filtering will not include this column.
<!--57902 - Roles and Categories in List Views-->
====New Copy Workflow FeatureFunctionality====
New ability to copy an entire workflow, on top of the current exporting/importing of tasks.
<!--68028 - Copy Workflow Option-->
====New Visibility for Clickable Updated SmartCheck Validation MessagesDisplay====
Updated the Display of SmartCheck validation errors for improved look and feel. It will now be more obvious that you can click the error messages, and the fields with errors will be more prominently highlighted.
<!--62091 - Underline validation messages that are clickable-->
<!--52407 - File Versioning Order-->
====New Updated Assignment List View DesignInterface====
Updated interface for the Assign List View feature, which has now been renamed to Quick Assign. The interface and certain text labels and buttons have been updated for improved usability.
<!--56780 - Assignment List View improvments-->
New import wizard feature improves on the previous import wizard functionality. This new import wizard is meant for quick, on the fly data imports without having to configure an autoloader. You can find this in three locations: Global Settings -> Organizations tab, Global settings -> Users tab, or in UTA settings -> Level 1 tab.
<!--66014 - New Import Wizard (Instant Deploy)-->
[[File:2018-08-ticket-66014-1.png|thumb|none|500px|The Import Wizard allows for quick one-time data uploaduploads.]]
====Expanded System Change Audit====
<!--48158 - Company/User Security Matrix Notes/Audit-->
====New Data Exchange Package Failed Failure Notification====
Update to Data Exchange that will send an email notification to a user when sending a package has failed to be received by the receiving instance.
<!--62147 - Data Exchange Package Failed Notification-->
New personal dashboard allows anyone to create their own dashboard of list views, charts, or an aggregate value. You can create any number of dashboards as well as share them with others through SmartCards! You simply need to set the system feature permission for Personal Dashboard to enable this for users.
<!--60702 - Easy to build personal dashboard-->
[[File:2018-08-ticket-60702-1.png|thumb|none|500px|Users can build their own at-a-glance personalized dashboard.]]
====New Cookie Policy and Template====
New feature to alert users to the use of cookies on the SmartSimple application. This feature will need to be enabled within Global Settings -> Security -> toggle on Enable Cookie Usage Acceptance, which will then alert users landing on the login page and require them to accept the use of cookies. We have also introduced a policy template that you can use to create your own cookie usage policy within your Privacy and Security Policies.
<!--70418 - Cookie Policies-->
[[File:2018-08-ticket-70418-1.png|thumb|none|500px|Enable Example cookie acceptancealert on the login page.]]
====New Personal Data Erasure Feature====
<!--69693 - GDPR - Triggering an Erasure Request-->
====New Advanced Data Table Show/Hide/Show Columns Option====
New option within the Advanced Data Table custom field to configure a condition to show/hide columns. You can now easily set conditions on when a column will display.
<!--65911 - Hiding and showing columns advanced data table (XML)-->
====New Ability Extended Scheduled Report Exports to Schedule Custom Export ReportTemplates====
Enhanced the scheduled report export option to be available for custom export templates. Previously, the scheduled report export was only available for file exports.
<!--67965 - Extend schedule report export to custom template-->
====New Integration with Zoom IntegrationMeetings====
New ability to integrate with Zoom in order to schedule and manage meetings in Zoom. A new integration key of type Zoom has been introduced where you will configure the initial authentication settings for your Zoom account. This new feature can be enabled on UTA Level 2 or 3 types as a meeting. Within this Level 2 or 3 will be an option to create or update meetings in Zoom.
<!--70114 - E-Volunteering, level2 web conference - Zoom-->
====New Password Dictionary CheckRestriction Against Common Passwords====
New password dictionary introduced for enhanced security. When enabled, attempts to update your password will now be validated against a dictionary of commonly-used passwords and will fail if a match is found. This setting can be found in the Global Settings.
<!--60454 - Disable Common Words in Passwords-->
===Minor Updates===
====New Option for Confirmation Action on Submit Buttons====
New ability to configure a confirmation action on submit buttons. This will allow you to create an extra confirmation that a user really wishes to push that submit button.
<!--68394 - Submit Button system alert-->
[[File:2018-08-ticket-68394-1.png|thumb|none|500px|Check for confirmation Confirmation alert when submittinga record.]]
====New Option for Confirmation Page After Submit====
New ability to configure a landing page to display after submitting a record. You can now easily configure a screen to display to users after submitting, as opposed to the default behaviour of remaining on the record.
<!--62296 - Submit Button system confirmation page configuration option -->
[[File:2018-08-ticket-62296-1.png|thumb|none|500px|Set Configure a confirmation page message to show after submitting.]]
====Updated Enhanced Invitation Feature with Additional Access Permissions on Invitation Templates====
Enhanced the Invitation feature with more granular access permissions on the invitation templates. You can now configure permissions on individual invitation templates in order to restrict them to specific user roles or record types.
<!--64598 - Invitation Feature - enable permissions on each invitation template by user role and type-->
====New Translation of Expanded Language Transation for Template Pages====Extended Expanded language translation functionality to template pages. You can now configure a template page for UTA Level 1, 2, and 3 with a language option.
<!--64796 - Enable Translation of Templates for L1-->
====New Visual Graphical Display for Percentagesof Percentage Fields====New option to display percentage type custom fields as graphical bar , or pie charts.
<!--56436 - Visual representations of percentages and values-->
[[File:2018-08-ticket-56436-1.png|thumb|none|500px|Percentages Display percentages as a bar, or pie chart.]]
====Added Enhanced Workflow Tasks to Send Adobe Sign Integration to Workflow TasksRequests====
Extended the ability for workflow tasks to be able to send PDF documents to Adobe Sign. The workflow task previously named Signority Submission has now been renamed to Online Signature Submission.
<!--59155 - Adobe Sign-->
====Updated SSO Single Sign On to Optionally Allow Bypass of Two-Factor Authentication====
New option for Single Sign On logins to bypass the need for two-factor authentication. Enable this when your organization already enforces two-factor authentication prior to SSO into SmartSimple.
<!--64969 - Add option to control whether or not SSO bypasses 2-factor-->
====Updated SmartCards Lookup Sharing Options====
Updated SmartCards feature with the ability to limit the available settings for users. You can hide the role permission, or limit the roles that can be selected for users when they share their SmartCards.
<!--62675 - Smartcard limit lookup scope-->
====Added Enhanced Autoloader with Ability to Map Object ID to Autoloader Column MappingIDs====
Enhanced the autoloader with the ability to map record relationships using SmartSimple unique identifiers. For example, the ability to update users and match them to organizations using an organization's SmartSimple companyID. Previously, this mapping was restricted to custom fields in order to compare matching values.
<!--46787 - add object id to autoloader column mapping-->
<!--67118 - Function to kick everyone out of the system-->
====New Autoloader Configuration Option: to Receive Failure Notification Emails====
New ability to configure an email notification when an autoloader fails.
<!--69862 - Autoloader Enhancement - ability to send email notifications when autoloader did not complete process-->