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Template:November2024Upgrade

7 bytes added, 21 October
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Notes for Admins
==Notes for Admins==
 
 
====Object Email/Email Anything Domain Name Change====
As of October 24th, the email services for the '''Object Email (Email Anything)''' feature have transitioned from using the <code>@smartsimple.com</code> domain to the <code>@smartsimplecloud.com</code> domain. If someone replies to an email thread that still contains the old object email domain, you’ll need to update the email address within that thread to the new <code>@smartsimplecloud.com</code> domain.
[[File:object-email-2024.png|thumb|none|800px|The domain for object emails will change on October 24, 2024. Object emails sent to the old domain will not be delivered unless they are updated to the new domain, smartsimplecloud.com.]]
====Added Option to Delete Files Upon Autoloader Completion====We added a new autoloader option called '''Delete processed and source data files upon autoloader completion'''. If enabled, files in the processing folder (including encrypted and decrypted files) will be deleted for improved security.<!-- 162718 - Add Auto-Delete for Processed Files in SmartFolders --> ====Added SSO Signing Certificate Expiry Notifications====Added a feature that allows system notifications to alert users before the expiry of SSO signing certificates. These notifications will appear under the notification bell in the system header at designated intervals leading up to the expiration date. To enable these notifications, go to '''Global Settings''' > '''Integrations''' tab > '''Integration Key Management''' >Edit an integration key with the type "Certificate" and category "Keystore." You can then specify which users and roles should receive the expiration alerts.<!-- 150279 - Notify system Admins when the SSO signing certificate will expire --> ====Updated Field Change History Log to Exclude Update API Calls from Field Change History====
We’ve added a setting to exclude API calls from the field change history log to improve performance, reduce log size, and minimize unnecessary tracking. To enable this feature, navigate to '''Menu Icon''' > '''Global Settings''' > '''Integrations''' tab > '''SmartConnect API''' > Create or edit an API function with the action type “Update” > Toggle on '''Disable Field Change History'''.
<!-- 165885 - omitting API calls from field change history -->
====New Option to Delete Files Upon Autoloader Completion====We added a new autoloader option called '''Delete processed and source data files upon autoloader completion'''. If enabled, files in the processing folder (including encrypted and decrypted files) will be deleted for improved security.<!-- 162718 - Add Auto-Delete for Processed Files in SmartFolders --> ====Updated Delegation Notification Email UpdateEmails====
We’ve updated the delegation notification email so that users who have opted out of all system emails will still receive a notification when they are delegated to.
<!-- 160961 - Opt Out Of All System Emails for Delegation Emails -->
 
====Web Forms Deprecation====
The '''Web Forms''' feature was deprecated in 2017, in this upgrade it will no longer be possible to create a web form in systems where web forms are not already in use.
<!-- 117357 - Can we deprecate or improve Web Forms -->
====Updated Styling of Work with +AI Conversation Starters====
====Updated Electronic Signature Screen Interface====
We have updated the electronic signature screen, which can be used to send documents for e-signatures, cancel e-signature requests for sent documents, and check the e-signature status of a document. Changes include renaming the submit button to “Send for E-Signature” for improved clarity. To view these updates, navigate to a web page view custom field that has e-signatures enabled. Open the web page view and click the e-signature button to see the new interface.
<!-- 153250 - Enhancements to the electronic signatures -->
 
====SSO Signing Certificate Expiry Notifications====
Added a feature that allows system notifications to alert users before the expiry of SSO signing certificates. These notifications will appear under the notification bell in the system header at designated intervals leading up to the expiration date. To enable these notifications, go to '''Global Settings''' > '''Integrations''' tab > '''Integration Key Management''' >Edit an integration key with the type "Certificate" and category "Keystore." You can then specify which users and roles should receive the expiration alerts.
<!-- 150279 - Notify system Admins when the SSO signing certificate will expire -->
 
====Deprecated Support for Older Excel Formats====
Two Excel report export format options (Excel 2000 and 2003) have been deprecated and are no longer supported. While existing reports using these older formats will retain their configurations for backward compatibility, you will no longer be able to select these formats for new report exports. Moving forward, there will be a single export option using the Excel 2007 format which offers improved performance and supports bigger worksheets.
<!-- 136354 - Simplify and update Report Export Excel formats -->
====Updated Advanced Data Table Custom Field====
====Performance Enhancements====
We've implemented changes to offload resource-intensive tasks affecting reports and archiving from the main database, reducing the workload and boosting overall performance.
 
<!-- 155190 - Improve OData and scheduled report export performance -->
 
====Upgrade Schedule====
The upgrade schedule for 2025 and beyond has been updated. Key releases will now occur on the second Thursday of February, June, and October, with Global releases following two weeks later.
 
====Deprecated Web Forms====
The '''Web Forms''' feature was deprecated in 2017, in this upgrade it will no longer be possible to create a web form in systems where web forms are not already in use.
<!-- 117357 - Can we deprecate or improve Web Forms -->
 
====Deprecated Support for Older Excel Formats====
Two Excel report export format options (Excel 2000 and 2003) have been deprecated and are no longer supported. While existing reports using these older formats will retain their configurations for backward compatibility, you will no longer be able to select these formats for new report exports. Moving forward, there will be a single export option using the Excel 2007 format which offers improved performance and supports bigger worksheets.
<!-- 136354 - Simplify and update Report Export Excel formats -->
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