Template:November2017Upgrade

General Details

Upgrade Dates

Public Cloud Production release date: November 30th 2017
Public Cloud Backup release date: November 14th 2017

Private Cloud Production (Managed Upgrades) release date: December 14th 2017
Private Cloud Backup (Managed Upgrades) release date: November 30th 2017

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

Bug Fix for User/Company Security Matrices Allow Permissions

Fixed a bug with 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.

Major Enhancements to User Interface

Record, or object, pages have been updated for improved user experience and usability. Specific changes include:

1. 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.
2. Notes will also be moved into the new left menu panel.
3. Tabs created by Title Bar custom fields may move up to the top of the page depending on the layout of your custom fields.
4. 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.
5. 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.

Organization and contact record pages have also been updated for an improved look and feel. The default profile card has been updated with a new look.

Minor Enhancements to User Interface

Several minor enhancements to the interface have been made for improved user experience, and look and feel. Specific changes include:

• Updated look up lists for greater consistency and mobile responsiveness.

• Updated display of multiple file field custom fields for improved look and feel.

• Updated alert messages throughout the system for improved look and feel.

• Updated display of tabs throughout the system for improved look and feel.

• Updated date/time pickers throughout the system for improved look and feel.

• Removed dotted underline indicator from fields and moved any attributes such as field history, etc., out for greater visibility.

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.

Enhanced List Views Maps

The map feature for list views has been updated for an improved experience and greater functionality. You can now dive into a record and specify the various addresses associated to the record whether it be from associated organizations or contacts.

New System Security Summary Page

New System Security Summary page lets you easily review the security of your system at a glance. You can review this page regularly to identify any deprecated features still in use in your system, as well as any new features that we suggest you start using. A short description is included with each of the points to help you better assess the associated risks involved. This page can be found in Global Settings.

Enhancements to SmartCards

Enhanced SmartCards with greater functionality. 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.

Enhanced Batch Update for Specific Fields

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

Minor Updates

Bug Fix for Portal Shortcut Display

Fixed a bug with portal shortcuts that did not size them 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.

Updated 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.

Extended Reader Log Functionality to Organizations and Contacts

Extended the reader log functionality to organization and contact records. You can now log when organization and contact records are viewed.

Added Brackets into Advanced Search Builder

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.

Added User Names into 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.

Updated Tabbed List Views with Ability to Search

Updated tabbed list views with the ability to further search and filter the results. For example, when you have multiple tabbed level 2 list views you can now search within each.

Extended Report Interactive View for Internet Enabled Reports

Extended report interactive view for internet enabled reports. Previously internet enabled and externally accessed reports were not capable of this.

Updated Annotations to Allow Editing Before Submission

Updated the annotations feature to allow you to edit any annotations that you just created before you submit the form.

New Ability to Search Media Library Fields

Updated the sub fields for each media library custom field to now be searchable.

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:

Major Updates

New Geo Mapping Custom Field Type

New custom field available for geographical mapping. With this field you can allow your users to easily mark up a Google integrated map by dropping pins, or drawing areas for all of your mapping needs.

New Custom Field

61807 - External data source lookup New custom field type to allow you to look up entities from third party data sources such as IRS

New Activity Consolidation

New ability to consolidate level 3 activities up to a single level 2 activity. This feature takes a copy of multiple level 2 activities and copies their level 3 activities into a brand new consolidated activity. For example, in the research management space where you have multiple review activities, each with their own comment activities, you may wish to copy and consolidate the reviews into a single combined review in order to publish.

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

36808 - More granular built-in workflow trigger configuration/connector options New ability to configure an object type/status into a workflow task connector

Minor Updates

51309 - Create a standard template for reports New sample template for customizing your report templates

52535 - Translation issue: The standard New User and Request Password email require a language setting Added language setting for the new user and password reset email templates

57146 - Sign up Page: Add ability to filter by Organization status in Ajax enabled pages New ability to filter organization search by status in sign up page.

57702 - CSI Web Integration - add Threshold as Global Setting Option New ability to define your own threshold for CSI Web integration to flag a finding

58948 - Notes - Deny View New ability to define a deny view permission on note types.

59620 - Enhancement - Changes to Emulate Function New ability to restrict emulation mode to only certain user roles

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

60396 - Acknowledgement tasks sending email immediately New ability to configure a workflow email task to send immediately instead of the default queueing

61856 - Security and Policy Settings New ability to role permission policy settings

59676 - GuideStar/Simplify - changes to API (Ref ticket 35722) New ability to choose the API methodology for Guidestar, SOAP/REST

Beta Previews

61039 - Discussion Board 2.0 New Discussion Board 2.0

Notes for Admins

32473 - Implementation efficiency: Text Box - Multiple Lines - default label position Default label position above on the multi-line custom field

41485 - Accounting Fields New standard fields in the Accounting module

53297 - Disabling workflows on instance New ability to disable all workflows in an instance

54467 - Autoloader for L1/L2 to Orgs/Contacts Associations New ability to import associations between UTA level 1 and level 2 objects, to organizations and contacts

58522 - Organization Primary Contact New ability to enable associated contacts to be designated as the primary contact of an organization

58954 - Easy way to resize XML columns New ability to customize the widths of XML columns

59458 - Option to rename Activities tab New ability to rename the activities tab under an organization or contact record

61187 - Allow move Dynamic Control subfields to Main Custom Field list New ability to move custom fields up from dynamic control fields, as well as from types to global