Difference between revisions of "Previous Upgrade: May 2012"

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(Created page with 'The following features were implemented as part of the upgrade cycle which commenced in May 2012 '''''Click on any hyper-linked heading to go to the associated Wiki article for …')
 
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==Security==
 
==Security==
−
* The [[Password_Policy|maximum number]] of password changes a user can make within a 24 hour period can be defined. This is to prevent users bypassing the [[Password_Policy|password history restriction]] by changing their password repeatedly to return to a previously used password.
+
* Enforce from address in password e-mail: When a user clicks '''Send Password''' by default is uses their e-mail address as the from address in the system e-mail. With the from address used will always be the one defined on the [[User Email Templates]] page.
−
* A new Global Setting to prevent use of the '''exlogin''' [[Login_%26_Security_Settings#Disable_External_Login_Shortcut|external login]] short-cut.
+
* '''Challenge questions''': rather than e-mailing a randomly generated password when new contacts register or when users click the '''Forgot Password''' the system can be configured to e-mail a time-limited authentication link. When clicking the link the user will be presented challenge question that must be answered correctly before they are logged into SmartSimple and asked to create a new password.
 +
* Support for Captcha on external pages such as registration forms.
  
−
==General==
 
−
* '''[[Advanced_Search|Advanced Search]]''': A more powerful search facility can now be enabled to replace the right-hand search panel within Contacts, Companies and the [[Universal Tracking Application]]. The Advanced search enables quick and easy input of multiple criteria including AND, OR and NOT operands.
 
−
* [[XML Section Builder]]: An automated tool to facilitate creation of XML tables such as budget templates etc.
 
−
* Auto-close on set password page: after setting a password for a contact the confirmation window will auto-close in 3 seconds
 
−
* '''Language Library''': Labels within the system can be custom translated using the Language Library, accessible from Global Settings. The same label can be given different translations for each specific page within the system
 
  
−
==Contacts and Accounts==
+
==List Views==
−
* A new setting to flag a role as a '''UTA Role only'''. Enabling the setting will hide the role from '''Able to Set''' and '''Roles & Access''' page where it is not required.
+
* User defined List views: users can create their own personal list views for any entity (organizations, contacts, Level 1, Level 2, Level 3). They can select the fields they wish to use in each view, the display orders of the fields and sort order of the data and the colour of each column in the list view.
−
* New variable syntax to use '''role name''' instead of [[roleid]] to determine if a contact has a given role: '''@'''''object'''''.inRole("'''''Rolename'''''")@'''
+
* Administrators can choose to make List Views public to be shared with other users.
−
::Example: ''@owner.inRole(Researcher)@''
+
* Any List View (system, public or private) can be copied, renamed and saved.
−
* Ability to initiate a '''duplicate check''' while viewing a contact or company record. This can be enabled via [[Advanced Logic]]
+
* The contents of a List View can be exported to MS Excel, MS Word or PDF though an Export feature
−
* '''Group e-mail''' Ad hoc e-mail broadcasts can be sent from the contact search list view using this feature, enabled via [[Advanced Logic]]
+
* The List view contents can also be used to create a set of MS Word letters though a Merge feature.  When this feature is used an MS Word Merge Word custom field is assigned to the list view to allow bulk merging. (All selected records will be merged into a single document for printing)
−
* Sign-up pages can be configured to '''Use Internal Formatting''', so the formatting and functionality of the sign-up page will reflect the display and operation of the internal pages.
+
* The System will remember the last list view used by a user and reapply that list view when the user next access that part of the system
−
* The pipe (|) can now be used as a column delimiter when importing contact or accounts.
+
* Multiple fields can be displayed within the same column in a "stacked" configuration.
 +
* The [[List View]] for Associates/Associations can be customized via the [[Global Settings]] page.
  
 +
==Reports==
 +
* Once a report is generated the user can select an MS Excel template used to create a MS Excel version of the report.
 +
* Support for exporting reports to a MS Word template
 +
* The Report Builder will now support the '''having''' clause. '''Having''' is used to accommodate criteria when aggregate functions are used.
  
−
==UTA Enhancements==
+
==Standard and Custom Fields==
−
* [[Track Changes]] setting on the '''Contacts''' standard field to audit addition and removal of contacts on a Level 1 record.
+
* Settings for '''Standard Field'''s will be managed in a similar manner to Custom Fields. Including Role and Status Field Permissions lookups and the ability to '''translate''' Standard Field labels and validation messages
−
* Level 1 [[Statuses]] can now be limited to show only the '''Submit''' button.
+
* You can now '''Track Changes''' on Contact and Company [[Standard Fields]]
−
* When copying a Level 2 the contacts and/or companies in the multiple contact/company lists (if enabled) can now be copied with the record.
+
* An improved [[Custom Field Type: Text – Rich Text|Rich Text]] editor will be introduced. As well as improved functionality and compatibility, the array of buttons displayed can be configured by an administrator as needed via [[Global Settings]]
−
* Deleted Level 1, Level 2 and Level 3 records can be restored by Global User Administrators
+
* File Type Restrictions: '''Single File''' and '''Multiple Files''' custom fields can be configured to define which file extensions can be uploaded to each specific field (e.g. .pdf, .doc, .xls)
−
* Batch Update can now be used to remove contacts or companies by role. Additionally a given contact (or company) can be replaced in batches with a new contact (or company).
+
* '''Translation XML''': custom field language translations can now be done by exporting and importing using an XML template.
−
::This will allows reassignment of records from one contact to another if a team or staff member changes.
+
* Level 1 Track Changes: the field history of all fields with Track Changes enabled on Level 1 can be viewed at once with a new menu bar button.
−
* '''Disable Default Date''' setting at Level 1 so the startdate, starttime, enddate and endtime will be blank on new records
+
* Option to make custom fields manifest as hidden for the following field types: Creation - Created By, Creation - Date, Special - Auto Number, Special - Calculated Value,
−
* Level 1 branch standard field can be configured to manifest as an Ajax search with a lookup button instead of a combo box.
+
Store Value - System Variables. This will allow the value to be updated/saved without being visible on the page.
−
* Open Level 1 records in Edit mode: When defining the [[List View]] at Level 1 there is a new setting to determine whether the Level 1 records should open in Edit mode rather than View Mode.
+
* When editing custom fields you can now use the custom field batch update to add/update the Tab Name for multiple custom fields at once.
−
* UTA Consumer/Provider Enhancements
 
−
:* Level 2 records can act as Providers
 
−
:* UTA Consumer records can be accessed as variables
 
−
:* When adding a UTA Provider to a Level 1 record, the Provider can be associated with a defined Role, in the same manner as Contacts and Companies are assigned to a Level 1 record. Similarly custom fields can be added to record the properties specific to the association of the Provider and Consumer.
 
  
 +
==Transactions==
 +
* Transaction Template Formula: server side formulas to be run whenever a transaction is saved.
 +
* Transaction Template Page: Template page that can be used for internal or external entry/update of transactions.
  
 
==Workflows==
 
==Workflows==
−
* '''[[Workflow_Branching_Logic|Branching Workflows]]'''. A logical statement can be added to workflow connectors. This will enable workflows to branch based on conditional statements. For example: if a workflow request is triggered for a request exceeding $100,000 it will be sent to Senior Management for approval, while requests under $100,000 will take a different path.
+
* '''Update Custom Field''' task type will be available on Company and Contact workflows
−
* Workflow History: a Manager Permission will enable a tab on Level 1, Level 2 and Level 3 to display the history of workflows triggered on the entity.
+
* Company and Contact Workflow connectors can be delayed to trigger on a date stored in a [[Custom Field]] on the Company/Contact record
−
* Workflow Request re-assignment: workflow requests (Request for Approval or Request for Comment) can be reassigned on the '''Pending Task''' list view.
+
* The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) can now be defined using variable syntax, rather than being limited to the list by role. This will allow you to send the same e-mail to multiple roles at the same time rather than creating 2 different tasks. It will also allow you to filter based on a custom field on the contact, or UTA Contact Role Based custom field(s). For [[Notes]] created against UTA records this will allow you to select recipients by UTA role (or owner/person) rather than system role.
  
−
==Reports==
+
==Autoloader==
−
* '''Global Report Template''' can be defined to automatically add headers and footers to all reports
+
* Contact Autoloader: Match a field on the contact with a field on company records so the contacts will be created/moved under the relevant company. Similarly with company autoloader
−
* '''Advanced Excel Export''' settings allow you to use an Excel file in a [[SmartFolder]] as a template
+
* Company Autoloader: Match company field to find parent company, allowing new/updating companies to be managed within a hierarchy.
−
* An HTML template can be custom defined for reports that prompt for criteria using the '''???''' syntax. '''@arg1.label@''', '''@arg1.id@''', '''@submitbutton@''' and '''@exportbutton@''' can be used on this page.
+
* Disable users with the autoloader (expose the Access Type)
−
* Setting to mark a report as '''Do Not Rebuild''' to prevent accidentally overwriting customized report template settings. This setting causes a pop-up confirmation when you open report builder.
+
* Setting to specify 'Append' role defined on autoloader rather than replace it if the user already exists in the system
−
* For reports that prompt for criteria, the criteria entered can be referenced in customized report templates using this syntax: '''@args['''''field id''''']@'''
+
* Allow addition of multiple roles (select many list box instead of combo box)
−
* Confirm on delete of a report.
 
  
  
−
   
+
==Miscellaneous==
−
==Misc==
+
* Advanced Date Searching: When using the advanced search to search a date field (standard or custom) you can search using: On, before, after, between or is empty.
−
* '''Last Search''' option for Contact search, Company search and Level 2 / Level 3 searches
+
* '''Level 1 Copy''': Specify which Custom Fields will be copied when a Level 1 is copies, including specifying which are mandatory. Can also define a Level 1 Status to be the default copy status.
−
* The [[Applicant Tracking]] built-in application can now be renamed. This will facilitate its use as a Volunteer tracking system.
+
* '''UTA Consumer/Provider'''. Full support for Level 2 to act as both consumers and providers. Can now define a '''Role''' for Consumer/Provider relationships, including the ability to have role base custom fields to track attributes of the association between specific consumer and provider records.
−
* Workflow IDs will be shown in the list of workflows to facilitate configuration
+
* Pandora '''utarole_add, utarole_remove''' and '''utarole_update''' functions extended to create, remove and update consumer/provider relationships.
−
* Global Advanced Logic to control View/Edit on contact records
+
* '''Batch Update''' Contacts can be added to Level 2 records using batch update when the Multiple Contact List is enabled at Level 2.
−
* Global Advanced Logic to hide the Organization Chart on company records
+
* Variable processor support for:
−
* Global Advanced Logic to remove the hyperlinks on the e-mail field and phone number field on contacts and account
+
::* Displaying the last time a user logged into the system: '''@me.lastlogin@'''
−
* The access level a contact has been given (No Access, User Centric Interface, Administrator or Portal Interface) can be accessed using variables '''@accesstypeid@''' and '''@accesstype@'''
+
::* Listing all the companies under another company: '''[#(object=company) ~name~ #]'''
−
* '''Autoloader Encoding''' When autoloading from CSV files you can now specify if the CSV file is encoded as UTF-8 or UTF-16 to facilitate special characters.
+
::* Displaying Contact/Company association role based custom fields: '''[#(?object=association;)$?afc_customfieldid$#]'''
 +
::* Adding business days to a given date, or counting the number of business days between 2 dates: '''SS_FUNC.addbusdays(DATE, BUSINESSDAYS)''' and '''SS_FUNC.countbusdays(FIRSTDATE, SECONDDATE)'''
 +
::* Within Report Template Header to obtain the criteria entered by users: '''@args[1]@, @args[2]@'''
 +
::* Within Report Template Header to obtain date/time report was run: '''@runtime@'''
 +
::* Passing criteria to reports when using the '''ReportProperty''' variable: '''@ReportProperty(12345,recordcount,"Column Name","Criteria")@''' where criteria is the answer to ??? on the report. If using variables in the Criteria you should use @ReportProperty2...
 +
* A new setting in email broadcast to choose a user custom field as email address instead of user standard field (e.g. alternate e-mail address)
 +
* Ability define the new contact as the primary contact for the new company created when using a hybrid signup page
  
  
 
[[Category:Upgrades| 2011-11]]
 
[[Category:Upgrades| 2011-11]]

Revision as of 13:44, 11 September 2012

The following features were implemented as part of the upgrade cycle which commenced in May 2012

Click on any hyper-linked heading to go to the associated Wiki article for detailed information

Security

  • Enforce from address in password e-mail: When a user clicks Send Password by default is uses their e-mail address as the from address in the system e-mail. With the from address used will always be the one defined on the User Email Templates page.
  • Challenge questions: rather than e-mailing a randomly generated password when new contacts register or when users click the Forgot Password the system can be configured to e-mail a time-limited authentication link. When clicking the link the user will be presented challenge question that must be answered correctly before they are logged into SmartSimple and asked to create a new password.
  • Support for Captcha on external pages such as registration forms.


List Views

  • User defined List views: users can create their own personal list views for any entity (organizations, contacts, Level 1, Level 2, Level 3). They can select the fields they wish to use in each view, the display orders of the fields and sort order of the data and the colour of each column in the list view.
  • Administrators can choose to make List Views public to be shared with other users.
  • Any List View (system, public or private) can be copied, renamed and saved.
  • The contents of a List View can be exported to MS Excel, MS Word or PDF though an Export feature
  • The List view contents can also be used to create a set of MS Word letters though a Merge feature. When this feature is used an MS Word Merge Word custom field is assigned to the list view to allow bulk merging. (All selected records will be merged into a single document for printing)
  • The System will remember the last list view used by a user and reapply that list view when the user next access that part of the system
  • Multiple fields can be displayed within the same column in a "stacked" configuration.
  • The List View for Associates/Associations can be customized via the Global Settings page.

Reports

  • Once a report is generated the user can select an MS Excel template used to create a MS Excel version of the report.
  • Support for exporting reports to a MS Word template
  • The Report Builder will now support the having clause. Having is used to accommodate criteria when aggregate functions are used.

Standard and Custom Fields

  • Settings for Standard Fields will be managed in a similar manner to Custom Fields. Including Role and Status Field Permissions lookups and the ability to translate Standard Field labels and validation messages
  • You can now Track Changes on Contact and Company Standard Fields
  • An improved Rich Text editor will be introduced. As well as improved functionality and compatibility, the array of buttons displayed can be configured by an administrator as needed via Global Settings
  • File Type Restrictions: Single File and Multiple Files custom fields can be configured to define which file extensions can be uploaded to each specific field (e.g. .pdf, .doc, .xls)
  • Translation XML: custom field language translations can now be done by exporting and importing using an XML template.
  • Level 1 Track Changes: the field history of all fields with Track Changes enabled on Level 1 can be viewed at once with a new menu bar button.
  • Option to make custom fields manifest as hidden for the following field types: Creation - Created By, Creation - Date, Special - Auto Number, Special - Calculated Value,

Store Value - System Variables. This will allow the value to be updated/saved without being visible on the page.

  • When editing custom fields you can now use the custom field batch update to add/update the Tab Name for multiple custom fields at once.

Transactions

  • Transaction Template Formula: server side formulas to be run whenever a transaction is saved.
  • Transaction Template Page: Template page that can be used for internal or external entry/update of transactions.

Workflows

  • Update Custom Field task type will be available on Company and Contact workflows
  • Company and Contact Workflow connectors can be delayed to trigger on a date stored in a Custom Field on the Company/Contact record
  • The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) can now be defined using variable syntax, rather than being limited to the list by role. This will allow you to send the same e-mail to multiple roles at the same time rather than creating 2 different tasks. It will also allow you to filter based on a custom field on the contact, or UTA Contact Role Based custom field(s). For Notes created against UTA records this will allow you to select recipients by UTA role (or owner/person) rather than system role.

Autoloader

  • Contact Autoloader: Match a field on the contact with a field on company records so the contacts will be created/moved under the relevant company. Similarly with company autoloader
  • Company Autoloader: Match company field to find parent company, allowing new/updating companies to be managed within a hierarchy.
  • Disable users with the autoloader (expose the Access Type)
  • Setting to specify 'Append' role defined on autoloader rather than replace it if the user already exists in the system
  • Allow addition of multiple roles (select many list box instead of combo box)


Miscellaneous

  • Advanced Date Searching: When using the advanced search to search a date field (standard or custom) you can search using: On, before, after, between or is empty.
  • Level 1 Copy: Specify which Custom Fields will be copied when a Level 1 is copies, including specifying which are mandatory. Can also define a Level 1 Status to be the default copy status.
  • UTA Consumer/Provider. Full support for Level 2 to act as both consumers and providers. Can now define a Role for Consumer/Provider relationships, including the ability to have role base custom fields to track attributes of the association between specific consumer and provider records.
  • Pandora utarole_add, utarole_remove and utarole_update functions extended to create, remove and update consumer/provider relationships.
  • Batch Update Contacts can be added to Level 2 records using batch update when the Multiple Contact List is enabled at Level 2.
  • Variable processor support for:
  • Displaying the last time a user logged into the system: @me.lastlogin@
  • Listing all the companies under another company: [#(object=company) ~name~ #]
  • Displaying Contact/Company association role based custom fields: [#(?object=association;)$?afc_customfieldid$#]
  • Adding business days to a given date, or counting the number of business days between 2 dates: SS_FUNC.addbusdays(DATE, BUSINESSDAYS) and SS_FUNC.countbusdays(FIRSTDATE, SECONDDATE)
  • Within Report Template Header to obtain the criteria entered by users: @args[1]@, @args[2]@
  • Within Report Template Header to obtain date/time report was run: @runtime@
  • Passing criteria to reports when using the ReportProperty variable: @ReportProperty(12345,recordcount,"Column Name","Criteria")@ where criteria is the answer to ??? on the report. If using variables in the Criteria you should use @ReportProperty2...
  • A new setting in email broadcast to choose a user custom field as email address instead of user standard field (e.g. alternate e-mail address)
  • Ability define the new contact as the primary contact for the new company created when using a hybrid signup page
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