Template:November2022Upgrade

General Details

Upgrade Dates

Public Cloud Production release date: November 10 2022
Public Cloud Backup release date: October 27 2022

Private Cloud Production (Managed Upgrades) release date: November 24 2022
Private Cloud Backup (Managed Upgrades) release date: November 10 2022

Overview

Watch this video to get a general overview of the new features in this release.

Coming soon

To watch this video in full screen, please click on the full screen button on the bottom right.

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

Enforcing Deny Permissions for Portal Pages on Common Role

Changed the behavior of the Deny Access permission setting for pages on the Common portal. This setting will now deny access to the portal page for any roles selected. Previously, the Deny Access permission hid the link from view in the main header menu but the page was still accessible via a portal shortcut. If you want to hide a portal page but still allow people to access the portal page via a shortcut, toggle off Display As Header Link. To see the affected setting go to Global Settings > Users tab > Portals > Common > edit a Portal Page > Permissions tab.

Deprecated Password Variables

Deprecated several password variables for security reasons. For example, sending passwords as plain text via emails is not a secure practice. If your system contains any of these deprecated variables, they will display as plain text. Deprecated variables include: @password@, @checkportalpassword@, @checkactivatedpassword@, @randompassword@ and @passwordresetlink@. System Administrators must change existing email templates to use password activation links that will send the user to a page where the user can set their password. The syntax for password links is https://@url@@activationlink@. Emails that need to be updated are located at Menu Icon > Global Settings > Security tab > Password and Activation Policies > Click the Activation Emails tab in the left navigation. Another location where these variables may be present is on user signup pages. To find user signup email templates go to Menu icon > Global Settings > Communications > System Email Templates > Search for “New User”.

Enhanced Multi-Factor Authentication

Moved multi-factor authentication (MFA) settings from the user roles to Global Settings > Security tab > Password and Activation Policies. In this new location, you can enable MFA and assign MFA options to some or all roles from a single central location. Additionally, there is also a new toggle called Enable Trusted Device. If you enable trusted devices, you can set the time period in which a person who has authenticated into the system can bypass entering the MFA verification code.

Enhancements to the List View

Added System Filters to the basic search Filter drop down. Previously, system filters were only visible when Advanced Search was toggled on. We also added the ability to set system filters as configuration only. Setting a system filter as configuration only will hide the system filter from the Filter drop down on the search for end users, but still allow system administrators to select the system filter while configuring their system. Additionally, if you have permission to edit a system filter, you will also see an edit button beside the filter name in the dropdown.

Minor Updates

Added Invitations Import Wizard to UTA Level 3s

Extended the ability to easily import invitations in bulk using the Invitation Import Wizard to Level 3s. To see this link, go to UTA Settings > Level 3 tab > Invitation Import Wizard

Updated the Transaction Type Settings Page

Added the left navigation to the Transaction Type settings page. Specifically, the left-hand navigation now contains a tab for Template Page and Verification Mapping. Also, the Advanced Logic setting has been renamed UTA Link Button Condition and has been moved to the bottom of the Main tab. To see these changes, go to Global Settings > Transactions tab > Types and edit a type.

Added Ability to Specify a Role as External Only

Added the ability to tag a role as exclusively external in order to prevent that role from being assigned to internal users. Specifically, the Internal User Role Only toggle has been replaced with a dropdown called Availability Restriction. This new setting can be used to specify if a role should be only given to an internal or an external user. To see this setting, go to Global Settings > Users tab > Roles > Edit a Role.

Added Ability to Create Configuration Folder on Autoloader Pages

Added ability to add a new configuration folder directly from the autoloader settings page. Previously, if the desired processing folder was not yet created, users would have to go to the SmartFolders to create a folder and then return to the autoloader page in order to select the newly created folder. To see this the new Create Folder button, go to Autoloaders > Edit an autoloader > General tab. The new button appears beside the Processing Folder input.

Updated Breadcrumb Appearance

Updated the look of the breadcrumb navigation to be more compact and mobile-friendly.

Added Ability to Export System Email Templates

Added a button to the system email templates page to allow for exports. To see the Export Email button, go to Global Settings > Communications tab > System Email Templates

Added Type and Status Filters to Workflow Email Previews

Added the Type and Status filter to the workflow email preview for easier record searching and selection. To see this setting, go to Workflows > Edit a Workflow > Tasks tab > Edit a task of the Acknowledgment type > Message Template tab > Preview.

Added Primary Contact Option for UTA Group Emails

Added the Primary Contact option when creating a group email from a UTA Level 1, 2, and 3 list view.

Note: On Level 2s and 3’s, this option will select the primary contact associated with the Level 1 Branch standard field. To see the new option, go to a UTA Level 1, 2 or 3 and click the Group Email button.

Added Invitation Details Button

Added a new button called Details to the invitations page. This new button will appear for every invitation and shows Invited Date, Last Updated, Response Date and optionally a reason for why the user accepted or declined the invitation. To see this new button, go to the desired UTA > Open a record > Click Invitations on the left-hand navigation.

Added Search to Activity List Views on Record Pages

Added search for activity list views within a record. For example, on the Level 1 record, click on the Level 2 Activity tab to see the list view with search options. On level 2 records, click on the Level 3 Activity tab to see the list view with search options.

Added Ability to use Custom Lookup Options with Dynamic Field Visibility Controls

Added the ability to use custom lookup fields as the primary fields in Dynamic Field Visibility Controls. To set up custom lookup options, create a Select One -Dropdown List with Enable Dynamic Content and Use Custom Lookup Options toggled on. To specify a custom lookup options field, go to UTA Settings > Level 1 tab > Dynamic Field Visibility Controls > Create a new visibility control > Once saved, set the Primary Field to be the desired Custom Lookup Options field.

Added Configuration Mode in View Mode

Added ability to enter Configuration Mode when a record is in View Mode. Previously, Configuration Mode was only available when records were in Edit Mode. Configuration Mode can be found under the Tools menu for User, Company, and Level 1 record pages.

Added Default Page Layout Option to the Web Page View Custom Field

Added a new setting for Special - Web Page View custom fields to allow for default or custom page layouts. It is recommended that you leave this set to the new Default option whenever possible. This ensures you always have the latest template. There is a Custom option if you want to see and modify the web page view HTML template. To see this setting, go to the settings of any web page view custom field. Under the General Settings tab, the new setting is called Page Layout.

Added Ability to Lookup Email Templates in Group Emails

Added ability to lookup email templates for group emails. Previously, you could select email templates using a drop down but now you can also search for email templates in the dropdown which is helpful if you have many templates. To see this feature, go to UTA > Select desired records > Click Group Email > Select users and click Next > Click the Template field to see a new lookup field. This feature is also available for group emails sent from the record contacts page.

Added Tab for for Failed E-Signatures to Queue

Added a Failed tab to the E-Signatures Queue to make it easier to see any e-signature documents that failed. This allows users who’ve sent batch e-signature requests to see the status in one place instead of individually checking the status on each web page view. To see this tab, go to Global Settings > Integrations > E-signature Queue > Failed tab.

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:

Major Updates

Added Ability to Autosave Fields

Added an option to autosave fields on the record page. If you enable this option, data entered into an input will be saved when you click out of the input. A small green notification (toast message) will display on top of the screen to indicate the change has been saved. To turn on this setting, go to Global Settings > System tab > Toggle on Automatically Save Field Values when Editing Records.

Note: This feature requires Record Lock to be enabled and not all fields support autosave. For example, the Type and Status standard fields will not autosave.

Added New Button Color Classes

Added a new setting for save, submit and delete buttons which gives you the ability to adjust the visual priority of buttons. Buttons can now be color-coded using predefined styles. For example, you could make all continuation actions green while negative actions red. A neutral color could be used for secondary buttons. To configure default, save and delete buttons go to Global Settings > Branding tab > Colors and Styles. To configure custom save and submit buttons go to the desired UTA, Organization, User, or Transaction tab and click the Submit and Save Buttons link.

Added Ability to Make Media Files Publicly Shareable by Default

Added setting to enable media library files to be publicly available for streaming by default. To use this feature, go to the settings for the desired Upload - Multiple Files Storage custom field that has Media Library enabled and toggle on Enable Media Sharing by Default. Previously, video and audio files were not shareable by default and users needed to manually enable sharing on each file one by one after upload.

Minor Updates

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Beta Previews

No features are available for beta preview this upgrade.

Notes for Admins

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