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Created page with "==General Details== ===Upgrade Dates=== Public Cloud Production release date: '''August 16th 2018'''<br /> Public Cloud Backup release date: '''August 2nd 2018''' Private Clo..."
==General Details==
===Upgrade Dates===
Public Cloud Production release date: '''August 16th 2018'''<br />
Public Cloud Backup release date: '''August 2nd 2018'''
Private Cloud Production (Managed Upgrades) release date: '''August 30th 2018'''<br />
Private Cloud Backup (Managed Upgrades) release date: '''August 16th 2018'''
==Overview==
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.''
==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===
====New Button Groups and List View Pagination Changes====
Enhanced the user interface in several areas for greater ease of use and consistency in experience. The List View selector has been moved into the List View action bar. It is now easier to edit your List Views directly from this updated action button.
We've also updated the look and feel of the Organization Hierachy and SmartFolders with new icons.
====New Security Token Implementation for Standard Fields====
Enhanced security for standard fields by introducing security tokens to be validated against upon save. This functionality has existed for custom fields and has now been extended to include standard fields as well. No change in behaviour is expected from this change.
<!--68641 - Button groups (group like buttons together) and list view pagination changes-->
<!--64638 - Icons and look of hierarchy-->
====New Visualizations for Record History====
New chart feature to help you visualize all your activities. This chart plots the activities surrounding a record as well as its status history. Use this to easily review the timeline of a record and determine its relationship with each surrounding activity throughout its history.
<!--65663 - Visualizations->
====New Pending Workflow Indicator====
New visual indicator to show whether a record has pending workflow tasks waiting to run. This icon will be displayed when viewing a record and can be clicked to display the list of workflow tasks still pending.
<!--13069 - Pending Workflow Indicator-->
====New T2P SmartFolder Feature: Configuration Folders====
New Configuration Folders feature within SmartFolders. While the files within SmartFolders are stored as files within the SmartSimple application system, the new Configuration Folders will store files within the SmartSimple database. The advantage of this will be improved ability to transfer these across environments during your change management process via tools such as the Test2Production change promotion tool. Future enhancements can be built around these files to store more meta data related to the file, such as tracking changes and file versioning. Please note that there is a 16MB size limitation on files stored within Configuration Folders.
<!--39860 - enhance T2P SmartFolder sync-->
====New Trimming of Trailing/Leading Spaces====
New functionality to trim leading and trailing empty spaces for single line inputs throughout the system. This is to prevent data entry and copy/paste errors that include extraneous spaces.
<!--63371 - Cannot find contact due to extra space in name-->
====New Password Dictionary Check====
New password dictionary introduced for enhanced security. Attempts to update your password will now be validated against a dictionary of commonly-used passwords and will fail if a match is found.
<!--60454 - Disable Common Words in Passwords-->
===Minor Updates===
====Enhanced and Reinstated Next/Previous Navigation Buttons====
Updated and brought back the Next and Previous navigation buttons that progress through record tabs. These updated buttons will now also float above the save bar, so as to be visible without having to scroll to the bottom of the page as was previously necessary.
<!--66057 - After new upgrade, navigation buttons lost within application to move from tab to tab-->
====New Roles and Categories in User/Company List Views====
Enhanced the user and company list views with the ability to list user roles and company categories as columns in the list. Note: this is just for display purposes, as the search filtering will not include this column.
<!--57902 - Roles and Categories in List Views-->
====New Copy Workflow Feature====
New ability to copy an entire workflow, on top of the current exporting/importing of tasks.
<!--68028 - Copy Workflow Option-->
====New Visibility for Clickable SmartCheck Validation Messages====
Updated the Display of SmartCheck validation errors for improved look and feel. It will now be more obvious that you can click the error messages, and the fields with errors will be more prominently highlighted.
<!--62091 - Underline validation messages that are clickable-->
====Updated File Versioning====
Updated the file versioning feature on file uploads to use a 3-digit numbering syntax. For example, previous versioning named the files V1, V2,…etc. but will now name them V001, V002,…etc.
<!--52407 - File Versioning Order-->
====New Assignment List View Design====
Updated interface for the Assign List View feature, which has now been renamed to Quick Assign. The interface and certain text labels and buttons have been updated for improved usability.
<!--56780 - Assignment List View improvments-->
====New Import Wizard====
New import wizard feature improves on the previous import wizard functionality. This new import wizard is meant for quick, on the fly data imports without having to configure an autoloader. You can find this in Global Settings -> Import Wizard.
<!--66014 - New Import Wizard (Instant Deploy)-->
====Expanded System Change Audit====
Extended the system change audit logs to now include changes to the organization/user security matrix.
<!--48158 - Company/User Security Matrix Notes/Audit-->
====New Data Exchange Package Failed Notification====
Update to Data Exchange that will send an email notification to a user when sending a package has failed to be received by the receiving instance.
<!--62147 - Data Exchange Package Failed Notification-->
==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 Personal Dashboard====
New personal dashboard allows anyone to create their own dashboard of list views, charts, or an aggregate value. You can create any number of dashboards as well as share them with others through SmartCards! You simply need to set the system feature permission for Personal Dashboard to enable this for users.
<!--60702 - Easy to build personal dashboard-->
====New Cookie Policy and Template====
New feature to alert users to the use of cookies on the SmartSimple application. This feature will need to be enabled within Global Settings -> Security -> Enable Cookie Usage Acceptance, which will then alert users landing on the login page and require them to accept the use of cookies. We have also introduced a policy template that you can use to create your own cookie usage policy within your Privacy and Security Policies.
<!--70418 - Cookie Policies-->
====New Personal Data Erasure Feature====
New Personal Data Erasure feature in order to comply with requests to delete user data. This new feature can be enabled on UTA Level 2 types as an individual's data erasure request. Within this Level 2, an administrator would then be able to review these Level 2 requests and have an option available that would delete the user profile of the Level 2 owner. A certificate of data erasure is then created in order to reference this activity.
<!--69693 - GDPR - Triggering an Erasure Request-->
====New Advanced Data Table Hide/Show Columns Option====
New option within the Advanced Data Table custom field to configure a condition to show/hide columns. You can now easily set conditions on when a column will display.
<!--65911 - Hiding and showing columns advanced data table (XML)-->
====New Ability to Schedule Custom Export Report====
Enhanced the scheduled report export option to also be available for custom export templates now. Previously, the first release of the schedule report export was made only available for file exports.
<!--67965 - Extend schedule report export to custom template-->
====New Zoom Integration====
New ability to integrate with Zoom in order to schedule and manage meetings in Zoom. A new integration key of type Zoom has been introduced where you will configure the initial authentication settings for your Zoom account. This new feature can be enabled on UTA Level 2 or 3 types as a meeting. Within this Level 2 or 3 will be an option to create or update meetings in Zoom.
<!--70114 - E-Volunteering, level2 web conference - Zoom-->
===Minor Updates===
====New Confirmation Action on Submit Buttons====
New ability to configure a confirmation action on submit buttons. This will allow you to create an extra confirmation that a user really wishes to push that submit button.
<!--68394 - Submit Button system alert-->
====New Option for Confirmation Page After Submit====
New ability to configure a landing page to display after submitting a record. You can now easily configure a screen to display to users after submitting, as opposed to the default behaviour of remaining on the record.
<!--62296 - Submit Button system confirmation page configuration option -->
====Updated Access Permissions on Invitation Templates====
Enhanced the Invitation feature with more granular access permissions on the invitation templates. You can now configure permissions on individual invitation templates in order to restrict them to specific user roles or record types.
<!--64598 - Invitation Feature - enable permissions on each invitation template by user role and type-->
====New Translation of Template Pages====
Extended language translation functionality to template pages. You can now configure a template page for UTA Level 1, 2, and 3 with a language option.
<!--64796 - Enable Translation of Templates for L1-->
====New Visual Display for Percentages====
New option to display percentage type custom fields as graphical bar or pie charts.
<!--56436 - Visual representations of percentages and values-->
====Added Adobe Sign Integration to Workflow Tasks====
Extended the ability for workflow tasks to be able to send PDF documents to Adobe Sign. Previously the workflow task named Signority Submission has now been renamed to Online Signature Submission.
<!--59155 - Adobe Sign-->
====Updated SSO to Optionally Bypass Two-Factor Authentication====
New option for Single Sign On logins to bypass the need for two-factor authentication. Enable this when your organization already enforces two-factor authentication prior to SSO into SmartSimple.
<!--64969 - Add option to control whether or not SSO bypasses 2-factor-->
====Updated SmartCards Lookup Options====
Updated SmartCards feature with the ability to limit the available settings for users. You can hide the role permission, or limit the roles that can be selected for users when they share their SmartCards.
<!--62675 - Smartcard limit lookup scope-->
====Added Object ID to Autoloader Column Mapping====
Enhanced the autoloader with the ability to map record relationships using SmartSimple unique identifiers. For example, the ability to update users and match them to organizations using an organization's SmartSimple companyID. Previously, this mapping was restricted to custom fields in order to compare matching values.
<!--46787 - add object id to autoloader column mapping-->
====Added Autocomplete Column Option to Advanced Data Table Fields====
New ability to configure Autocomplete input columns in the Advanced Data Table custom field type. These inputs behave similarly to the Lookup - Autocomplete Options custom field type.
<!--53526 - Enable Ajax lookup fields in XMLs-->
==Notes for Admins==
====New Ability to Log All Users Out====
New ability to view the users logged into the system and to log them out. This can be used when you are performing maintenance or changes to the system.
<!--67118 - Function to kick everyone out of the system-->
====New Autoloader Configuration Option: Receive Failure Notification Emails====
New ability to configure an email notification when an autoloader fails.
<!--69862 - Autoloader Enhancement - ability to send email notifications when autoloader did not complete process-->
====New SmartField Option to Hide Instructions====
New option within the Web Page View custom field to hide instructional text in field captions and the new instructions field type. This will not hide instructions in read-only fields.
<!--67897 - SmartField Syntax to hide all instructions-->
====New List View Icon to Indicate Addition to SmartCards====
New option for list views to show a SmartCard indicator to indicate whether any of the records in the list view are associated to any of your SmartCards.
<!--65482 - Icon showing which records have been added to smartcards in a list view-->
====Updated Standard Fields to Allow for Caption Location====
Updated standard fields with the ability to set the label location alignment.
<!--67151 - Unable to set caption location on standard fields and/or standard field containers-->
====Updated Portal List View Shortcut to Include Search Option====
Updated portal shortcut links to show a text search option after opening a list view.
<!--67760 - Search option on portal shortcut aggregate listview-->
====Updated Advanced Data Table Fields' Open and Save Functions to Resemble Others in SmartSimple====
Updated user interface for Advanced Data Table type custom fields to open the window in a modal window as opposed to pop-up window. Also updated the save function to be more consistent as other save screens in the system.
<!--33504 - Open XML in Modal Window-->
<!--64580 - Update save function on XML field to reflect current platform standard-->
===Upgrade Dates===
Public Cloud Production release date: '''August 16th 2018'''<br />
Public Cloud Backup release date: '''August 2nd 2018'''
Private Cloud Production (Managed Upgrades) release date: '''August 30th 2018'''<br />
Private Cloud Backup (Managed Upgrades) release date: '''August 16th 2018'''
==Overview==
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.''
==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===
====New Button Groups and List View Pagination Changes====
Enhanced the user interface in several areas for greater ease of use and consistency in experience. The List View selector has been moved into the List View action bar. It is now easier to edit your List Views directly from this updated action button.
We've also updated the look and feel of the Organization Hierachy and SmartFolders with new icons.
====New Security Token Implementation for Standard Fields====
Enhanced security for standard fields by introducing security tokens to be validated against upon save. This functionality has existed for custom fields and has now been extended to include standard fields as well. No change in behaviour is expected from this change.
<!--68641 - Button groups (group like buttons together) and list view pagination changes-->
<!--64638 - Icons and look of hierarchy-->
====New Visualizations for Record History====
New chart feature to help you visualize all your activities. This chart plots the activities surrounding a record as well as its status history. Use this to easily review the timeline of a record and determine its relationship with each surrounding activity throughout its history.
<!--65663 - Visualizations->
====New Pending Workflow Indicator====
New visual indicator to show whether a record has pending workflow tasks waiting to run. This icon will be displayed when viewing a record and can be clicked to display the list of workflow tasks still pending.
<!--13069 - Pending Workflow Indicator-->
====New T2P SmartFolder Feature: Configuration Folders====
New Configuration Folders feature within SmartFolders. While the files within SmartFolders are stored as files within the SmartSimple application system, the new Configuration Folders will store files within the SmartSimple database. The advantage of this will be improved ability to transfer these across environments during your change management process via tools such as the Test2Production change promotion tool. Future enhancements can be built around these files to store more meta data related to the file, such as tracking changes and file versioning. Please note that there is a 16MB size limitation on files stored within Configuration Folders.
<!--39860 - enhance T2P SmartFolder sync-->
====New Trimming of Trailing/Leading Spaces====
New functionality to trim leading and trailing empty spaces for single line inputs throughout the system. This is to prevent data entry and copy/paste errors that include extraneous spaces.
<!--63371 - Cannot find contact due to extra space in name-->
====New Password Dictionary Check====
New password dictionary introduced for enhanced security. Attempts to update your password will now be validated against a dictionary of commonly-used passwords and will fail if a match is found.
<!--60454 - Disable Common Words in Passwords-->
===Minor Updates===
====Enhanced and Reinstated Next/Previous Navigation Buttons====
Updated and brought back the Next and Previous navigation buttons that progress through record tabs. These updated buttons will now also float above the save bar, so as to be visible without having to scroll to the bottom of the page as was previously necessary.
<!--66057 - After new upgrade, navigation buttons lost within application to move from tab to tab-->
====New Roles and Categories in User/Company List Views====
Enhanced the user and company list views with the ability to list user roles and company categories as columns in the list. Note: this is just for display purposes, as the search filtering will not include this column.
<!--57902 - Roles and Categories in List Views-->
====New Copy Workflow Feature====
New ability to copy an entire workflow, on top of the current exporting/importing of tasks.
<!--68028 - Copy Workflow Option-->
====New Visibility for Clickable SmartCheck Validation Messages====
Updated the Display of SmartCheck validation errors for improved look and feel. It will now be more obvious that you can click the error messages, and the fields with errors will be more prominently highlighted.
<!--62091 - Underline validation messages that are clickable-->
====Updated File Versioning====
Updated the file versioning feature on file uploads to use a 3-digit numbering syntax. For example, previous versioning named the files V1, V2,…etc. but will now name them V001, V002,…etc.
<!--52407 - File Versioning Order-->
====New Assignment List View Design====
Updated interface for the Assign List View feature, which has now been renamed to Quick Assign. The interface and certain text labels and buttons have been updated for improved usability.
<!--56780 - Assignment List View improvments-->
====New Import Wizard====
New import wizard feature improves on the previous import wizard functionality. This new import wizard is meant for quick, on the fly data imports without having to configure an autoloader. You can find this in Global Settings -> Import Wizard.
<!--66014 - New Import Wizard (Instant Deploy)-->
====Expanded System Change Audit====
Extended the system change audit logs to now include changes to the organization/user security matrix.
<!--48158 - Company/User Security Matrix Notes/Audit-->
====New Data Exchange Package Failed Notification====
Update to Data Exchange that will send an email notification to a user when sending a package has failed to be received by the receiving instance.
<!--62147 - Data Exchange Package Failed Notification-->
==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 Personal Dashboard====
New personal dashboard allows anyone to create their own dashboard of list views, charts, or an aggregate value. You can create any number of dashboards as well as share them with others through SmartCards! You simply need to set the system feature permission for Personal Dashboard to enable this for users.
<!--60702 - Easy to build personal dashboard-->
====New Cookie Policy and Template====
New feature to alert users to the use of cookies on the SmartSimple application. This feature will need to be enabled within Global Settings -> Security -> Enable Cookie Usage Acceptance, which will then alert users landing on the login page and require them to accept the use of cookies. We have also introduced a policy template that you can use to create your own cookie usage policy within your Privacy and Security Policies.
<!--70418 - Cookie Policies-->
====New Personal Data Erasure Feature====
New Personal Data Erasure feature in order to comply with requests to delete user data. This new feature can be enabled on UTA Level 2 types as an individual's data erasure request. Within this Level 2, an administrator would then be able to review these Level 2 requests and have an option available that would delete the user profile of the Level 2 owner. A certificate of data erasure is then created in order to reference this activity.
<!--69693 - GDPR - Triggering an Erasure Request-->
====New Advanced Data Table Hide/Show Columns Option====
New option within the Advanced Data Table custom field to configure a condition to show/hide columns. You can now easily set conditions on when a column will display.
<!--65911 - Hiding and showing columns advanced data table (XML)-->
====New Ability to Schedule Custom Export Report====
Enhanced the scheduled report export option to also be available for custom export templates now. Previously, the first release of the schedule report export was made only available for file exports.
<!--67965 - Extend schedule report export to custom template-->
====New Zoom Integration====
New ability to integrate with Zoom in order to schedule and manage meetings in Zoom. A new integration key of type Zoom has been introduced where you will configure the initial authentication settings for your Zoom account. This new feature can be enabled on UTA Level 2 or 3 types as a meeting. Within this Level 2 or 3 will be an option to create or update meetings in Zoom.
<!--70114 - E-Volunteering, level2 web conference - Zoom-->
===Minor Updates===
====New Confirmation Action on Submit Buttons====
New ability to configure a confirmation action on submit buttons. This will allow you to create an extra confirmation that a user really wishes to push that submit button.
<!--68394 - Submit Button system alert-->
====New Option for Confirmation Page After Submit====
New ability to configure a landing page to display after submitting a record. You can now easily configure a screen to display to users after submitting, as opposed to the default behaviour of remaining on the record.
<!--62296 - Submit Button system confirmation page configuration option -->
====Updated Access Permissions on Invitation Templates====
Enhanced the Invitation feature with more granular access permissions on the invitation templates. You can now configure permissions on individual invitation templates in order to restrict them to specific user roles or record types.
<!--64598 - Invitation Feature - enable permissions on each invitation template by user role and type-->
====New Translation of Template Pages====
Extended language translation functionality to template pages. You can now configure a template page for UTA Level 1, 2, and 3 with a language option.
<!--64796 - Enable Translation of Templates for L1-->
====New Visual Display for Percentages====
New option to display percentage type custom fields as graphical bar or pie charts.
<!--56436 - Visual representations of percentages and values-->
====Added Adobe Sign Integration to Workflow Tasks====
Extended the ability for workflow tasks to be able to send PDF documents to Adobe Sign. Previously the workflow task named Signority Submission has now been renamed to Online Signature Submission.
<!--59155 - Adobe Sign-->
====Updated SSO to Optionally Bypass Two-Factor Authentication====
New option for Single Sign On logins to bypass the need for two-factor authentication. Enable this when your organization already enforces two-factor authentication prior to SSO into SmartSimple.
<!--64969 - Add option to control whether or not SSO bypasses 2-factor-->
====Updated SmartCards Lookup Options====
Updated SmartCards feature with the ability to limit the available settings for users. You can hide the role permission, or limit the roles that can be selected for users when they share their SmartCards.
<!--62675 - Smartcard limit lookup scope-->
====Added Object ID to Autoloader Column Mapping====
Enhanced the autoloader with the ability to map record relationships using SmartSimple unique identifiers. For example, the ability to update users and match them to organizations using an organization's SmartSimple companyID. Previously, this mapping was restricted to custom fields in order to compare matching values.
<!--46787 - add object id to autoloader column mapping-->
====Added Autocomplete Column Option to Advanced Data Table Fields====
New ability to configure Autocomplete input columns in the Advanced Data Table custom field type. These inputs behave similarly to the Lookup - Autocomplete Options custom field type.
<!--53526 - Enable Ajax lookup fields in XMLs-->
==Notes for Admins==
====New Ability to Log All Users Out====
New ability to view the users logged into the system and to log them out. This can be used when you are performing maintenance or changes to the system.
<!--67118 - Function to kick everyone out of the system-->
====New Autoloader Configuration Option: Receive Failure Notification Emails====
New ability to configure an email notification when an autoloader fails.
<!--69862 - Autoloader Enhancement - ability to send email notifications when autoloader did not complete process-->
====New SmartField Option to Hide Instructions====
New option within the Web Page View custom field to hide instructional text in field captions and the new instructions field type. This will not hide instructions in read-only fields.
<!--67897 - SmartField Syntax to hide all instructions-->
====New List View Icon to Indicate Addition to SmartCards====
New option for list views to show a SmartCard indicator to indicate whether any of the records in the list view are associated to any of your SmartCards.
<!--65482 - Icon showing which records have been added to smartcards in a list view-->
====Updated Standard Fields to Allow for Caption Location====
Updated standard fields with the ability to set the label location alignment.
<!--67151 - Unable to set caption location on standard fields and/or standard field containers-->
====Updated Portal List View Shortcut to Include Search Option====
Updated portal shortcut links to show a text search option after opening a list view.
<!--67760 - Search option on portal shortcut aggregate listview-->
====Updated Advanced Data Table Fields' Open and Save Functions to Resemble Others in SmartSimple====
Updated user interface for Advanced Data Table type custom fields to open the window in a modal window as opposed to pop-up window. Also updated the save function to be more consistent as other save screens in the system.
<!--33504 - Open XML in Modal Window-->
<!--64580 - Update save function on XML field to reflect current platform standard-->
