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→June 20th 2024 (202406.02)
Watch this video to get a general overview of the new features in this release.
''To watch this video in full screen, please click on the '''full screen''' button on the bottom right.''
==Upgrade Highlights==
* '''+AI''' feature set offers advanced capabilities for automating common tasks, gaining insights, and optimizing processes
* '''Delegation''' feature updated for easier delegate assignment
* New page-level help element provides concise explanations to help you during configuration
* Proximity list views enlarged for ease of readability and improved visual context
* New open options for buttons in portal sections for improved user experience
<!-- 138641 - The Map is too small on proximity maps set to list -->
==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:
We have also introduced a new left navigation panel which contains 4 groupings:
* '''FilesFolders''' (previously known as "General") encompasses physical files* '''System FilesFolders''' (previously known as "Configuration Folders") consists of files for system reference, such as document templates or files intended for autoloader and export storage
* '''Quarantined''' (previously known as "Virus Infected Files") contains files that were marked by the uploader as potentially containing a virus
* '''Expired Files''' consists of files that have been marked as "Expired"
To set permission access for '''SmartFolders''', navigate to '''Global Settings''' > '''Security''' Tab > '''System Features''' > '''Features''' and set the desired access. To view the new '''Smartfolders''', navigate to '''Menu Icon''' > '''SmartFolders''' > Toggle on '''Try the new SmartFolders'''.
====SmartSimple +AI Feature Set====
: ''Main Articles: [[AI|+AI Overview]], [[Enabling +AI Within Your System]]''
We have created an array of AI features for clients subscribing to our '''+AI''' service:
* '''[[+AI Directive]]:''' A multi-faceted feature that be used in conjunction with natural language, scripts, and the variable processor. '''+AI Directive''' can perform many time saving tasks such as analyzing text and automatically populating custom fields, summarizing and translating text, populating custom fields with internet-extracted data, converting text into other formats, and comparing application requests with program objectives and providing a score.
==Notes for Admins==
====New Page-Level Help Element====
A new page-level help element has been added to several pages with the purpose of giving clarity by providing concise explanations and guidance so you can easily understand and configure settings with confidence.
<!-- 158593 - Page level help -->
<!-- 158909 - New Page level help files -->
====Report on Expired User Accounts====
Added the ability to report on the '''Enable Access Expiry''' toggle and the '''Expire Date''' field so you can easily track user accounts that have expired and are unable to log in as well as identify users scheduled to lose system access automatically. Access expiration on users is often configured for compliance and security purposes.
<!-- 150247 - Add ability to upload JSON profile model via autoloader -->
====Exclude Non-Contributing Contacts During When Importing to ORCID Export====Added a new mapping option called "Exclude Contributor Import" to provide control over the contacts that are imported as contributors of the fund/work record to ORCID. This option serves as an exclusion flag, where a value of 1 indicates exclusion, and any other value (including 0, empty, or any other number) or no mapping selected will indicate inclusion (in other words, if the contact has the flag set to 1, they will not be exported from SmartSimple and imported into ORCID).
<!-- 151038 - Filter Contact List Imported to ORCID -->
Level 0 custom fields (which were deprecated earlier) are now hidden from all areas of the system.
<!-- 148728 - Fully deprecate level 0 custom fields -->
==Service Packs==
====June 20th 2024 (202406.02)====
* Fixed an issue where assigning a new category to an organization could remove an existing category if the user did not have permission to add the existing category.
<!-- 158022 - Organization Categories being Removed -->
* Fixed an issue with Universal Tracking Application workflows that were configured on the file upload field where an E-signature PDF is stored to. The acknowledgement task within the workflow will now trigger upon file uploads initiated by the service provider.
<!-- 162812 - Adobe Workflow - Pending Signature issue -->
====June 13th 2024 (202406.01)====
* Added improved support for multiple exported file names in the custom field for web page views. When multiple file name tags wrapped in SSlogic are entered in the '''HTML Template''' field, the '''Exported File Name''' input will become read-only.
<!-- 160593 - Web Page View - HTML Template & Exported File Name -->
* Added ability to recreate an '''+AI Insight''' model in scenarios where the AI model is no longer available.
<!-- 161379 - AI insight page not loading -->
* Updated the maximum file size for system folders types on Autoloader/Export Storage to align with the file upload limit specified in the Gort automation server settings.
<!-- 157613 - Increase SmartFolder file size limit for document upload -->
* Updated autoloader queue behavior to ensure that when an autoloader does not run at the designated time (due to another autoloader in progress), the second autoloader will run later and not be skipped.
<!-- 162073 - Scheduled Autoloaders not triggering in York PROD environment -->
* Updated the '''Discussion Board''' feature to restrict the ability to upload files to thread creators and discussion board managers.
<!-- 144756 - Adding attachments to posts in discussion board 2 -->
* Updated the '''+AI Assistant''' feature to return an error message to the user if the '''Available to''' field contains types or statuses that do not exist.
<!-- 160180 - AI Assistant Phase 2 -->
* Updated the '''Assignment Grid''' feature to have sticky column headers.
<!-- 160902 - Assigment Grid - Issues -->
* Updated the behavior of the '''+AI Insights''' dropdown so that it only appears when the feature is enabled and configured.
<!-- 161256 - +AI Insights (Beta) -->
* Updated SignEasy e-signature integration to allow clients to revoke and reauthorize tokens. Additionally, a notification email is now sent when the signature process encounters an access error with SignEasy.
<!-- 161509 - SignEasy needs re-authorizing before token set expires -->
* Updated the loading speed for the "Sent" and "Archived" tabs of the '''Message Queue''' for improved performance. Please note that the total record count will no longer be displayed and the sorting functionality has been disabled.
<!-- 161767 - Message Queue Sent/Archive tab load slow when there are a lot of messages -->
* Fixed an issue with scheduled exports that occurred when exporting large reports.
<!-- 162073 - Scheduled Autoloaders not triggering in York PROD environment -->
* Fixed an issue with '''Quick Load''' to improve listview performance.
<!-- 162205 - Issues navigating to the next page when quick load enabled -->
* Fixed an issue where the rich text editor displayed additional options on web-enabled template pages.
<!-- 159660 - Rich Text Editor Options not applied on external pages -->
* Fixed an issue where a workflow associated with a scheduled report export would not run in some scenarios where the export had a large number of records. Additionally, we optimized field indexing to speed up report queries.
<!-- 162096 - Workflow not triggered -->
====May 16th 2024 (202405.02)====
* Fixed an issue with AutoNumber field not incrementing as expected in some scenarios.
<!-- 160123 - Computed Autonumber field not populating when record is created via P3 script -->
<!-- 161184 - WWF: Autonumber not working with integration -->
* Fixed an issue related to expired tasks in workflows.
<!-- 161008 - Workflow Task Expiry Issue -->
* Fixed an issue with data archiving.
<!-- 161586 - Data Archive not completing on LaCaixa -->
<!-- 161674 - Corrupted lines in archive file on CFF -->
* Fixed an issue that prevented variables from resolving on the login page.
<!-- 161642 - Brain Canada - Login Page -->
====May 9th 2024 (202405.01)====
* Added the ability for administrators to create their own '''+AI Insight''' models. There are two types of models you can create:
** '''UTA +AI Insight''' models are available within a single Universal Tracking Application™. Data is based on Level 1 records of a specific status and type. Users may ask the UTA +AI Insight model questions related to the aggregation, summarization, and prediction of records in the training set.
** '''Instance +AI Insight''' models are available in the header throughout your SmartSimple Cloud Instance. Data is based on the uploaded training data. Instance level +AI insight models are ideal for uploading: operational policies and procedures, governance policies and protocols, system usage guidelines and program specific guidelines.
: To see the new settings, navigate to '''Menu icon''' > '''Global Settings''' > +'''AI''' tab > '''+AI Insights'''.
<!-- 159838 - External and Instance Chat GPT -->
* Updated the Icon Library to include over 2000 new icons.
<!-- 141155 - Update Font Awesome library -->
* Added two ways to easily retrieve the user ID of the individual who created a record, such as a Level 1 application. To retrieve the user ID, you can either utilize the '''Report Builder''' and include the standard field '''Created By ID''', or you can employ the new variable, <code>@createdbyid@</code>. This new variable is supported in workflows, User and Organization profiles, as well as on Level 1/2/3 and Transaction records.
<!-- 145725 - Need to be able to pull the created by user id -->
* Added ability to add annotations as a dataset in the '''Report Builder''' which can also be joined to Level 1, Level 2, and User tables
<!-- 147260 - Add ability to report on annotations -->
* Created a new 3rd party integration to pull read-only content from external sources such as Google AI, Azure AI, census data, etc. To see this feature, go to '''Global Settings''' > '''Integrations''' tab > '''External Data Source Integration'''. To learn more, read our article on [[External Data Source Integration | external data source integration]].
<!-- 149530 - PHEAA Architecture - integration to pull data from external source -->
* Added an easy way for research clients to acknowledge researcher contributions to peer review activities by sending participation data from review panels to ORCID profiles. To set up the peer review mapping integration, navigate to the desired UTA > '''Configuration Settings''' > '''Connectivity tab''' > '''ORCID Peer Review Field Mapping'''. Page-level help is available on the setting page to assist with the configuration process.
<!-- 158066 - Send review data to ORCiD -->
* Updated the behavior of numeric and date fields to display as "numbers". For example, when the language is switched to Nepali, the field will show "NPR 123,456.79" instead of "नेरू १,२३,४५६.७९".
<!-- 160222 - Validation Error with Nepali Numbers in 2024 CCR Application -->
* Fixed an issue with the Excel Parser when populating basic data tables on records with a version other than the core fieldset.
<!-- 153711 - Troubleshooting Same Record Syntax for Excel Parser -->
* Fixed an issue where the '''View Message''' window was not showing HTML e-mail messages in a timely manner.
<!-- 159255 - HTML Email not showing -->
* Fixed an issue with the record opening behavior on list views with proximity map enabled as well as list views with the '''View Style''' set to "Grid".
<!-- 160053 - Listview configured with Open Record in Modal Window doesn't. -->
* Fixed an issue where sub-fields were not previously listed in archive schedule files. Added '''Status ID''' and '''Status Name''' in the user archive.
<!-- 160391 - Data Archive to include user status id -->
====April 25th 2024 (202404.03)====
* Fixed an issue where unresolved variables for the meta tags were displaying on the routing and signup pages.
<!-- 160739 - Issues identified on the Routing Page and the Alternate Pages in the French version of the website. -->
<!--161066 - Variables for metadescription and metarobots on signup pages -->
====April 18th 2024 (202404.02)====
* Fixed an issue related to workflows using the request for approval task where a variable inside a connector condition was not resolving as expected.
<!-- 158451 - Task Owner Delay -->
* Updated the system for improved security.
<!-- 160419 - 312343 M2 - Cross-site Scripting (Post Authentication) - Community Development VA Finding -->
<!-- 160420 - 312343 M5 - Cross Site Request Forgery (CSRF) - Community Development VA Finding -->
====April 11th 2024 (202404.01)====
* Added a new feature called '''+AI Assistant''', designed to streamline actions at the record level. Whether it's updating statuses, altering field values, or creating new fields, activities, and associations, this tool simplifies the process. Instead of manually locating fields and adjusting values, users can now utilize the hands-free voice interface to make updates. To access the '''+AI Assistant''', navigate to the desired Level 1, 2, or 3 record and select the '''Tools''' dropdown. To set up the feature, navigate to the desired UTA > '''Configuration Settings''' > '''Level 1''', '''2''', or '''3''' tab > '''+AI Assistant'''.
<!-- 157488 - AI Assistant Interface -->
* Added the ability to allow users to use the Shift + Enter keyboard combination to insert new lines into the input box on +AI chat windows.
<!-- 158186 - Make work with +AI support shift enter like chatgpt-->
* Updated Disable Inactive Account functionality so that users with access type '''API Access''' will no longer be locked for inactivity.
<!-- 146226 - permanant account for API account -->
* Updated icon selectors on settings pages for enhanced security. Unsupported icons from previous sets will no longer be visible on settings pages. Choose a supported icon and save the settings page if your system has unsupported icons in use.
<!-- 160304 - APR2024 - Burpsuite Security Scan results -->
* Updated the behavior of the '''Version''' toggle within the '''Copy Profile''' feature. When the toggle is not enabled, the copied record will match the current version set on the UTA. Previously, when the toggle was not enabled, the copied record defaulted to the core field set. With the version toggle enabled, new records will continue to be created with the version of the source record.
<!-- 157716 - Copy profile not setting version as expected -->
* Updated the Candid Demographics API to include changes to new and existing data points. In particular, there were updates to category labels, the introduction of category and subcategory IDs, and the addition of new subcategories under "Gender Identity" and "Sexual Orientation".
<!-- 157754 - Implement changes to Candid Demographics API -->
* Updated the behavior of the '''Media Library''' to display a message instead of attempting to display an image with excessively large file dimensions.
<!-- 159018 - Large images uploaded to media library -->
* Updated report interactive view by removing a third-party library.
<!-- 147757 - Update report interactive view code after discontinuation of AngularJS -->
* Updated the '''State''' dropdown for India to include Chhattisgarh, Ladakh and Uttarakhand.
<!-- 159882 - Missing Indian States -->
* Fixed an issue related to how aria labels are applied.
<!-- 158543 - PDF showing code -->
* Fixed an issue with the report export functionality where linked reports were exporting stored values instead of display values.
<!-- 159013 - Report: show display value from dropdown list -->
* Fixed an issue with custom lookup options in dropdown fields, where after you had saved you were not able to select other values.
<!-- 160309 - Custom Lookup options not working -->
* Fixed an issue where the value of the '''Computed - Auto Number''' custom field failed to increment and save as expected when records were created using the '''Copy Profile''' feature. Following the upgrade, inclusion of a '''Computed - Auto Number''' field in the copy profile will auto increment and save.
<!-- 158456 - GoS - Dev - Value in 'Computed - Auto Number' is not Saved on Creation -->
====March 21st 2024 (202403.04)====
* Fixed an issue where an undesired horizontal scroll bar appeared in shortcut portal sections utilizing the "Management" theme.
<!-- 159942 - Scroll bars issue -->
* Fixed an issue where the autoloader failed to associate two Level 1 objects within the same UTA after a data migration.
<!-- 159899 - (Autoloader) Association issue between two L1 objects within one UTA -->
====March 18th 2024 (202403.03)====
* Fixed an issue where users were unable to download documents from "Upload - Single File Storage" fields on list views and on "Display - Text and Variables" fields when using object syntax. Users would also see a "Scanning file for viruses" message which was not applicable.
<!-- 159950 - 'Scanning file for viruses' notification on uploaded files. -->
====March 15th 2024 (202403.02)====
* Fixed an issue where the expected visibility of Level 3 activity data (called through variable syntax) was not displaying correctly. This occurred specifically when the Level 2 Advanced Data Table custom field was mapped to Level 3 activities.
<!-- 159911 - Claim tables not visible -->