Changes

=Current Upgrade Package: April May 2013=

The following server will be upgraded on Tuesday, April 9May 7, 2013 at 10pm EST.

The following servers will be upgraded on Thursday, April 11May 9, 2013 at 10pm EST.

'''Important:''' The upgrade will be applied to the associated your [[Backup Server and Testing Instances|backup serversserver]] on Thursday, one week prior to the date scheduled for your production server, for testing.  '''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]  If your organization has a dedicated [[SmartSimple]] server or you host in-house, SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' April 11May 9.  The following features will be implemented as part of the upgrade cycle commencing in April May 2013:===[[UTA|Universal Tracking ApplicationInterface]]===*An "Available Templates" setting on The format of the Report list view in the [[Level_2_Types|level 2 typeReport Management window]] page has been added. When a new level 2 type upgraded to show icons in place of buttons as follows:** Run Report: {{RunReportIcon}}** Edit Report: {{EditIcon}}** Copy Report: {{CopyIcon}}** File Export: {{FileExportIcon}} (if the report is not enabled for File Export, the icon will be grayed out: {{ReportFileExportNotEnabledIcon}})** Custom Export: {{CustomExportIcon}} (if the report is not enabled for Custom Export, the icon will be grayed out: {{ReportCustomExportNotEnabledIcon}})** Internet Enabled: {{InternetEnabledIcon}} (if the report is creatednot Internet Enabled, this setting allows the user to select icon will be grayed out: {{NotInternetEnabledIcon}})<!--20226 - report list reformatting-->* The format of the [[Level_1_Templates|level 1 templatesSmartFolders]] for which list interface has been updated. The {{InternetEnabledIcon}} will display to indicate that the new level 2 type should be availableSmartFolder is Internet Enabled.<!--19144 20224 - Setting to Batch Update Template Level 2sSmartFolder folder list cleanup-->* A new sample template for the login page is available in Global Settings > Login Screen Content.<!--19145 10598 - Setting to Batch Update New Login Page Template Statuses -->*For fields of type “'''New File Upload Format''' – A new HTML 5 format for the file upload feature on [[Custom_Field_TypeCustom Field Type:_Select_Many_–_Check_BoxesLink – Multiple Files|Select Many – Check Boxesmultiple file]]” a new “Sort Values To Display Vertically” setting fields has been addedimplemented. This setting allows The new uploader obviates the user need for a Java applet plug-in; end users are no longer required to install anything in order to select whether upload multiple columns of values should be ordered horizontally or verticallyfiles. Note that HTML 5 is available on the following [[browsers]]:** Internet Explorer [http://windows.microsoft.com/en-IE/internet-explorer/download-ie download]: version 10. 0 and higher<br/>The example below illustrates how values (designated "A" through "F") would be displayed if a checkbox field were to be configured with two columns** Firefox [http://www.mozilla.org/ download] <div align="center"br />{| class="wikitable" style="text-align** Chrome [http: center"|“Sort Values To Display Vertically”//www.google.com/chrome/ download] <br/>setting is Unchecked:|<!--18861 - HTML5 File upload-->|===Contacts===|* New Global Setting added captioned “No Duplicate Email - Do not allow multiple contact records with the same email address.” When selected, this setting will prevent a contact from updating an email address to an email address matching one already saved in the system.|||“Sort Values To Display Vertically”<br!--19461 - Need an email duplicate check on contact profile-->setting is Checked:|===Company/Contact Sign-Up Pages===|A B||||||A D|* '''Duplicate-|C D||||||B E|Prevention Enhancement for Contact/Company sign-|E F||||||C F|}<up pages''': When the "Do not update profile for matching contact (or company)" option is selected, an additional setting on the Contact/Company Sign Up Page configuration screen will appear. This setting is captioned "Update Restriction Message" and the text entered in this setting will be presented in a Javascript alert box if details matching an existing contact/company are entered into the Contact/div>Company Sign Up page.<!--17647 20017 - Sorting Block sign-up of Checkboxes duplicate contact/company-->===Standard/Custom Fields===* On the Security tab of the '''New Field Type Added''': Lookup – Ajax Options. The new [[UTACustom Field Type: Lookup – Ajax Options]] settings, field type allows a new setting has been added that, when enabled, will hide the user name on the system administrator to create their own [[Record_Lock|Locked Record alertAjax lookup]] from the selected rolesfields. The name of values in the user who has checked out a given record will field settings can be replaced set with “store values” and “display values” using the text "another user" on same syntax as the Locked Record alert[[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] field type. The setting caption is "Anonymize Record Lock Owner Role <!--11099 - New Field Type:Ajax Lookup-->* New links added on Global Settingsfor Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom fields for companies and contacts, whether or not they are internal or external."<!--18111 20211 - Global user and company custom fields-- Do not display the name of the person who >* Address Types – A new setting has been added to Global Settings under the record open for EDIT ACCESS Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to external userscontact and company records. <!--19501 - multiple address enhancements2--> ===WorkflowsUniversal Tracking Application===*New '''Level 1 Templates''' – [[Workflow_Task_Types|task typeLevel 1 Templates]] have been enhanced to include the ability to set “Access Roles” and “Creation Roles.” <!--10816 - Access Roles feature for L1 Statuses and Types. -->* Filter Owner Based on Organization – A new setting has been added for at level 1 of the UTA Settings page to filter the selection of the Level 1 Owner and restrict the available owners to those contacts that reside under the Level 3 [[workflows]]: Change [[Status]]1 organization.<!--10802 20113 - Level 3 Workflow change Status FeatureFilter Owner Based on Organization--> ===User/Company Signup PagesVariable Processor===*A New setting : Fields Retrieval – This new feature within the custom field configuration page has been added to facilitate the building of [[Contact_Sign_Up_Page_SettingsCustom Field Type: Display Only – Web Page View|Web Page Views]] and for user-defined printable data summaries. A new [[variable]] , @objectfields@, will return [[custom fields]] formatted as they are in view mode. This variable can simplify the configuration of printable Web Page View pages and company sign up pages applies existing security rules to all the custom fields—showing only those fields that disables updating are permissible—thus simulating the current view mode of the object contexted to the current user .Selecting “Default” or company if an existing match is found“Only Include in Retrieval Syntax” will include the custom field in the @objectfields@ variable, which can be included in Web Page View fields to reference the selected custom fields. “Only Include in Retrieval Syntax” will also hide the field from normal viewing. “Exclude from Retrieval Syntax” will prevent the field from being included in the @objectfields@ variable. <!--MOVED TO MAY UPGRADE: A text box has also been added so that that administrators can enter in a customized alert message that displays when a user tries 11510 - Enhance WPV to update an existing user or company.use as Print Preview functionality-->===Miscellaneous===*The ability '''Alert message for unsaved forms''' – In order to easily configure mitigate against users navigating away from certain forms without having saved their changes, a [[Custom_Combined_Sign-Up_Page|hybrid signup page]] setting has been enhancedadded under Global Settings > Business & System Configuration, which is captioned “Enable warning upon navigation from unsaved forms. A drop-down select ” When selected, the user will be presented with a dialog box has been added upon navigating away from an edited, unsaved form:{{AreYouSureDialog}}<BR>* This setting applies to the company signfollowing types of records:** Company profiles;** Contact profiles;** Transactions;** Level One, Two and Three Objects;** XML pages; and** any "Tabs" on those objects.<!--up page configuration that allows you to choose an existing contact sign20294 -up page template to useWarning when navigate away without saving [s_editobjcustomfields. In the HTML template of the company signjsp ]--up page, the @USER_INPUT_FORM@ SmartSimple >* [[Web_Page_View_Field_Variables#Miscellaneous_Variables|variableNotes ]] can now be added to retrieve the user sign up formenabled for invoice records.<!--18748 19908 - company contact signup page enhancementsNotes on Invoices--><!--Not included in Upgrade details; however, specific Wiki articles will be updated where appropriate:19931 - Submit Buttons on transactions19759 - No tool tip available for Store Value System Variable20224 - SmartFolder folder list cleanup19973 - display order setting for status submit buttons18426 - autoloader FTP settings 19136 - Setting default status with the URL 20280 - system error log [Note: I don’t see this setting on the http://grants.smartsimplebk.us instance. Did it make the upgrade?-->