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==Global System UpgradesGeneral Details==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===Upgrade Dates===Public Cloud Production release date:'''April 28th 2016'''<br />
===New Privacy and Confidentiality Hyperlink Added to Login Pages by Default 911=Global System Upgrades==Privacy is a shared responsibility. This enhancement places a visible privacy and confidentiality hyperlink on The new features listed below are enhancements to the top right corner of all login pages. This makes it easier for organizations to communicate their unique privacy SmartSimple system and confidentiality responsibilities will be immediately available to their SmartSimple users in a consistent manner. Privacy IS a shared responsibility. This enhancement makes it easier for organizations to communicate their privacy and security policies with their user community. A new Privacy and Security tab within the Global Settings page is upon the centralized place where all privacy, security, and confidentiality policies can be documented. The contents application of the Privacy and Security tab will be displayed in a new hyperlink located on all login pages.upgrade to their server:
<!--due to issues with data exchange we will continue support for TLS1.0 for this upgrade====Configuring the Privacy and Security Settings=Discontinuing Support for TLS1.0===# Choose In order to maintain the security posture of your server we will be discontinuing support for the ConfigurationTLS1.0 SSL protocol. We previously discontinued support for SSLv3 and introduced TLS1.0, TLS1.1, '''[[Global Settings]]''' menuand TLS1.# Click on 2 and are now discontinuing TLS1.0. This change will be transparent and not affect anyone keeping their computer up to date with the '''Privacy latest component and security patches available, which should be all our customers and Security''' tab# Complete community. SSL is the privacy settings options# Click '''Save''' communication methodology employed between your web browser and server to save communicate securely and privately. For more information on whether you will be affected by this change you can visit the policyfollowing site to check whether your current web browser is compatible with TLS1.1 or TLS1.2 https://en.wikipedia.org/wiki/Template:TLS/SSL_support_history_of_web_browsers-->
====Additional Settings=Enhanced Visual Styles for Tabs and Captions in Arcadia===You must set Updated the style of tabs and captions within the Arcadia interface for improved look and feel. These include changes to the color and style of field labels, and the following settingsintroduction of accent colors in tabs.:* [[Visual Enhancements for Arcadia Tabs and Captions (Apr 2016) - Why?|Why?]]<!-- 46437 - Arcadia Tabs are boring and grey --><!--45946 - Arcadia Caption-->
====Notes=Enhanced Level 3 List Views With Ability to Search Level 2 Fields===* Each field includes A past enhancement allowed you to display Level 2 fields within a last modified by Level 3 list view, this enhancement now allows you the ability to also perform searches on the Level 2 fields within advanced search. This will allow you to create more complex searches and modified date stampfilters.:* Policy formats include rich text format and URL to webpage containing the policy[[Level 2 Fields Now Visible in Level 3 List Views - Why?|Why?]] | [[Level 2 Fields Now Visible in Level 3 List Views|How]]* Additional policies can be added by clicking the '''+''' <!-- 43980 - View L2 Fields in L3 List View (plus iconLike L2 List Views) at the bottom of the Country - Language settings->
====See AlsoUpdated Reports List Page===This enhancement extends the Arcadia list view page-style to the Reports page. This enhancement also adds search functionality. <!--For organizations with many reports, or organizations who expect to generate many reports over time, this is a welcomed enhancement. The reports page now has search functionality giving you the ability to quickly filter reports by column name, role, status, and type.--><!-- [[Image:Search_functionality_on_reports.png|Link=|800px]] -->:* [[Reports Page Updated With Modern List Style and Search Functionality - Why?|Why?]]<!-- 42000 - Search field on the Reports page -->
===New Font Weight and Color Settings Added to List View Columns===
This enhancement adds the ability to easily select a font color or bold the text values of a column in a list view through the list view settings.
<!-- [[Image:List_view_font_weight_and_color.png|link=|700px]] -->
:* [[Font Weight and Color Settings for List View Columns - Why?|Why?]] | [[Bolding Text and Changing Text Color on List View Columns|How]]
<!--46372 - Add Font weight and color settings to list columns-->
==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:
====Configuring the Contact New Customizable Privacy and Companies Record Lock=Confidentiality Policies===Privacy is a shared responsibility. This enhancement adds the ability for organizations to define their own policies. Separate policies can be created for individual country and language combinations. Also added is a Privacy & Security tab where all policies are managed. The policies will appear on the standard system login page as well as in the header section in user portals.:* [[Customizable Privacy and Confidentiality Policies - Why?|Why?]] | [[Configuring Privacy, Confidentiality and Other Policies|How]]<!-- 43930 - Privacy and Confidentiality is a shared responsibility -->
===Enhanced Search and Filter Functionality Added to Provider / Consumer List Views===
This feature enhances provider / consumer list views with the ability to search and filter results. When viewing a provider record you can apply a list view filter on the list of consumer records.
:* [[Creating Provider / Consumer List View Search and Filter Functionality - Why?|Why?]]<!-- | [[How]]
44457 - Provider / Consumer List View Filter -->
==Beta Previews==Also See===New Field Revision Annotations=== * Record Lock [[Image:Enable_record_lockRevision Annotations allows you to add annotations at the field level and allow edits to be made to specific fields while keeping the rest of the record locked. Flexible security allows you to configure role-based permissions to allow different users the ability to add annotations to fields while others the ability to edit the field value.png|link=]]:* [[Why?]] | [[How]] <!-- 39232 - Would Like This feature enables organizations who receive applications and forms to Lock Contact Record when in Edit Mode -add field-> ===Enhanced Search Functionality Added level comments for applicants to Reports Page===review and revise. This enhancement adds the search feature allows organizations to reports page. For organizations better communicate feedback with many reports, or organizations who expect applicants by enabling them to add comments to generate many reports over time, this is a welcomed enhancementspecific fields on submitted applications and forms. The reports page now has search functionality giving you This process allows the ability annotated fields to quickly filter reports by column name, role, status, and typebe editable only.[[Image:Annotations_Notes_Drawer_1.png]]<br /><br />[[Image:Search_functionality_on_reportsAnnotation_add_new_anno_icon.png]]<br /><br />[[Image:Annotated_field_ex.png]]<br />-->:* [[Field Revision Annotations - Why?|Why?]] <!-- | [[How]]--><!-- 42000 42199 - Search field on the Reports page Revision comments -->
===New Contact Invitations===
The Contact Invitation feature simplifies the process of inviting contacts to collaborate on a system record through an email invitation. It also allows for the invitation of new contacts that do not currently exist in the system. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. Contacts who are new will be directed to a contact sign-up page where you can then control their registration behavior.
:* [[Contact Invitations - Why?|Why?]] | [[Contact Invitations | How]]
<!-- 46588 - L1 invitation functionality -->
<!-- 35842 - Assignment List View -->
===New Create Consumer Records in Batch from Provider===
This new feature enables the creation of consumer associated records in batch based on the contacts or companies associated to a provider record.
<!-- This feature adds the ability to create level 1s based on based on a list of organizations attached to a level one or level two provider -->
:* [[Create Level 1 Records in Batch from Provider - Why?|Why?]] | [[Create Consumer Records in Batch from Provider|How]]
<!-- 44779 - Batch create Level one from Provider -->
===Enhanced Revamp Dynamic Control fieldsStripe e-Payment Integration===77277This enhancement changes furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November. Through the way Dynamic Control fields are renderedInvoice module, however it retains payments can be accepted by credit cards using the same functionalityStripe integration.:* [[Why?]] | [[How]]<!-- 37465 - Revamp Dynamic Control fields -->
<!--The system can now generate a payment form from a Level2 invoice and collect a credit card payment using the Stripe integration.
[[Image:Stripe_form.png]]
-->
:* [[Stripe Payment Processor Integration - Why?|Why?]]<!-- | [[How]] -->
<!-- 43318 - Stripe Integration -->
<!-- 42475 - Payment Form -->
==Notes for Admins==
===New Style Sheet for XML Budgets and Defined Default Classes===
Updated the style of XML data custom fields with a new default style sheet. This enhancement eliminates the need for hand coding HTML styling when creating XML data fields.
:* [[Style Sheet for XML Budgets and Defined Default Classes - Why?|Why?]] | [[Style Sheet for XML Budgets and Defined Default Classes|How]]
<!-- 36544 - Create a new style sheet for XML budgets and define default classes for cells -->
====Selecting Level 2 Fields from Level 3 Objects=New Arcadia X Layout Picker===# Navigate to The Arcadia X Pre-Made Layout Picker enables the required UTA.# Click on the '''Level 3''' tab.# Click on the '''Edit View''' icon.# Under the '''Columns''' tab, point-and-click in any cell to view both configuration of different portal layouts using pre-made templates and the Level 3 fields choice of Arcadia X themes and associated Level 2backgrounds.====Also See====* [[List View Overview]] [[Image:Level2_visable_on_L3Arcadia X layouts built using the layout picker are responsive by default.gif|link=]]:* [[Why?]] | [[How]] <!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) --> ===Enhanced Password Policy Options===77277This feature adds an additional option to All Arcadia X sections built using the password policy ensuring layout picker will be formatted for optimal viewing on a user’s ID (in its entirety) cannot be or part wide rage of devices. For novice users and those not familiar with html, the user's password, or Arcadia X layout picker provides templates with various layouts eliminating the whole passwordneed for technical know-how.:* [[Why?]] | [[How]]<!-- 44147 - Platform password policy enhancement --> ===Provider / Consumer List View Filter===77277This feature enhances standard list views with the ability to view a subset of consumers from a provider.:* [[Arcadia X Layout Picker - Why?]] | [[How]]<!-- 44457 - Provider / Consumer List View Filter --> ===New Advanced Search Extended to Orgs, Branches, and External Persons Connected to the L1===This feature is an enhancement on the List View Parent and Child feature introduced in the January 2016 upgrade. With this enhancement Advanced Search functionality has been added to the following:<br />a) the organization connected to the L1<br />b) the branch connected to the L1<br />c) the external person connected to the L1<br />d) the internal person connected to the L1<br />:* [[Why?]] | [[Arcadia X Layout Picker|How]]<!-- 44524 37891 - List View Parent and Child - Part II - Advanced Search The Michael Jordan TicketArcadia X Layout picker (template for section creation) -->
[[Image:Smartfield_pdf_options.png|link=]]<br />
[[Image:Smartfield_pdf_options_example.png|link=]]-->
:* [[Control Page Breaks and Page Orientation With SmartField PDF Options - Why?|Why?]] | [[Control Page Breaks and Page Orientation With SmartField PDF Options|How]]
<!--45228 - Can’t use page break or rotate inside smartfields-->
===New Role Permissions for Submit Buttons===
Submit buttons can now be configured so that they are presented to users based on role and UTA role permissions reducing the need for visibility conditions.
<!--If a Submit button is associated with both a role and UTA role, the UTA role permission will take precedence. Prior to this enhancement, Submit buttons could be associated with one or more Level One templates and visibility conditions controlled when the button was visible. This enhancement adds role and UTA role permissions to Submit buttons giving admins more flexibility when configuring them. '''Note:''' If a Submit Button is associated with both a role and UTA role, the UTA role permission will take precedence.
-->
:* [[Role Permissions for Submit Buttons - Why?|Why?]] | [[Submit & Save Buttons#Enhancements|How]]
<!-- 40243 - Role Permission for Submit button -->
==On-Demand System Upgrades=Enhanced Dynamic Control Fields===Updated the design of dynamic control custom fields for more consistent and improved behavior. The following features improvements were achieved through changes to the way Dynamic Control fields are rendered. While subfields are currently repeated multiple times on the form, in the case that they are also available immediately with for multiple options in the application of dynamic control field, they will now only exist on the upgrade, but must first be enabled or configured by a System Administratorform once.:* [[Custom_Field_Type:_Dynamic_Data_–_Dynamic_Control_Field#Enhancements|Why?]]<!-- 37465 - Revamp Dynamic Control fields -->
===Enhanced Stripe e-Payment Integration 911Extended Record Lock Feature to Contact and Company Records===77277The Record Lock feature ensures that only one person may be editing a record at any given time. This enhancement furthers extends the integration with contemporary payments service, StripeRecord Lock functionality to include Contacts and Organizations, and builds on eliminates the initial beta release in Novemberpossibility of two users concurrently editing these records. The system can now generate a payment form from a Level2 invoice :* [[Record Lock Feature Added when Modifying Contacts and Companies - Why?|Why?]] | [[Record Lock Feature Added when Modifying Contacts and collect a credit card payment using the Stripe integration.Companies|How]] <!-- 39232 - Would Like to Lock Contact Record when in Edit Mode -->