Difference between revisions of "Previous Upgrade: September 2013"
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===New Feature: Scheduling Reports=== | ===New Feature: Scheduling Reports=== | ||
| − | + | * [[System Administrator]]s can now schedule reports to be run periodically (daily, weekly, monthly). | |
| − | + | * Scheduled reports can be configured to store custom field values to [[organization]] and [[contact]] records, allowing for the periodic aggregation of data. | |
| − | + | * Typical use cases might include: | |
| + | :* On a monthly basis, automatically storing the total number of reviews that have been performed by a given user on their contact [[profile]]. | ||
| + | :* On a weekly basis, automatically updating a user's profile to indicate whether or not timesheets have been filled out in SmartSimple. | ||
| + | :* On a daily basis, automatically updating on a company's [[profile]] a summation of the total number of grants for which contacts of that organization has applied. | ||
<!--22927 - new scheduled reports--> | <!--22927 - new scheduled reports--> | ||
Revision as of 10:45, 6 September 2013
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 September 2013 upgrade to your server:
Consolidation of Submit Logic Failure Messages
In order to assist end users complete forms with multiple mandatory fields, SmartSimple will now display all alert messages configured with Submit Logic into a consolidated alert window.
Revisions to User Interface
- Users of SmartSimple's next generation interface - Arcadia - may notice minor revisions to the user interface, such as new tab bars and changes to the title bars on records.
On-Demand System Upgrades
The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
New Feature: Recently-Viewed Objects
When enabled through Manager Permissions, a new right-hand panel titled "Recently Viewed" can be shown containing a list of the most recently-viewed records. Users can then click on their most recently-viewed records to navigate easily through the system.
The Recently Viewed panel can be locked to always be shown on the right-hand side of the SmartSimple window, or, by default, will close when a recently-viewed record is selected.
New Feature: Scheduling Reports
- System Administrators can now schedule reports to be run periodically (daily, weekly, monthly).
- Scheduled reports can be configured to store custom field values to organization and contact records, allowing for the periodic aggregation of data.
- Typical use cases might include:
- On a monthly basis, automatically storing the total number of reviews that have been performed by a given user on their contact profile.
- On a weekly basis, automatically updating a user's profile to indicate whether or not timesheets have been filled out in SmartSimple.
- On a daily basis, automatically updating on a company's profile a summation of the total number of grants for which contacts of that organization has applied.
Arcadia - Basing Summary Cross-tab on Standard Fields
System Administrators can create submit buttons for records which move the records to a different status and trigger the field validation and submit logic on that record. A new setting has been added, labelled "Bypass Validation," that will allow the user to move a record to a different status without triggering the field validation. System Administrators will now be able to allow users to change a record back to "Draft" status, for example, without having to fill out all the mandatory fields on a record.
Setting Alignment of Columns in Report Builder
Columns in reports can now be set in the Report Builder to be left-, right- or center-aligned without resorting to custom HTML.
IRS/CRA/OFAC Automated Checking
When designing a portal interface, system administrators can choose SmartSimple's "Classic" style with a left navigation bar and shortcut icons, or choose the new "Contemporary" portal design style. Web designers can create custom HTML to customize the "Contemporary" portal design to match the look and feel of your organization's website. A new section has been added to the Portal Design page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and system variables above the user's portal.
