Changes

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:

System administrators can configure *In order to assist end users complete forms with multiple [[workflowSubmit Logic]] tasks to prompt the user that triggers the workflow to choose the recipient of a workflow-generated email message. With this enhancementvalidations, the user can choose multiple recipients of the workflow-generated email message. See SmartSimple will now display all alert messages configured with [[Selecting Recipients in an Acknowledgment WorkflowSubmit Logic]] for further informationinto a consolidated alert window.

* Users of SmartSimple's next generation interface - [[NotesArcadia]] can now be added - may notice minor revisions to the configuration pages for [[Templates]]user interface, [[Types]], [[Status]]es such as new tab bars and [[Custom Fields]]. This will allow system administrators to keep track of changes to their system configurationthe title bars on records.<!--23277 - Minor UI changes - Sept. 2013--><br>

===New Feature: Scheduling ReportsRecently-Viewed Objects===Enhancement to *When enabled through [[Manager Permissions]], a new right-hand panel titled "[[Recently Viewed]]" can be able to schedule reports to be run and store custom field values to objects (ishown containing a list of the most recently-viewed records.e. companies/contacts) Users can then click on their most recently-viewed records to perform periodic aggregation of data (aggregating data to user portals...etc.)[[navigation|navigate]] easily through the system.

*The idea is Recently Viewed panel can be locked to configure always be shown on the right-hand side of the SmartSimple window, or, by default, will close when a report recently-viewed record is selected.<!--23152 - Record and display most recently viewed objects--> ===New Feature: Reports Caching===* [[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 SmartSimple records, allowing for the periodic aggregation of data.* The following types of SmartSimple records can be updated::*[[Organization]] records:*[[Contact]] records:*[[UTA]] records, i.etce. (which {{l1}}, {{l2}} and {{l3}} records* Typical use cases might include::* On a monthly basis, automatically storing the system will do total number of reviews that have been performed by a given user on their contact [[profile]].:* On a weekly basis, automatically at updating a specified time during the night) and then store the aggregate value user's profile to indicate whether or not timesheets have been filled out in SmartSimple.:* On a custom field at daily basis, automatically updating on a company's [[profile]] a summation of the company/user leveltotal number of grants for which contacts of that organization has applied.

System Administrators can create submit buttons for records * One of the key features of SmartSimple's next-generation [[Arcadia]] interface is its [[Summary Matrix]], which move displays a cross-tabbed view of the records in a SmartSimple application. * The default display of the cross-tabbed view is to a different break out an application's [[status]] es as column headings and trigger the field its [[validationtemplates]] and as the row headings:[[Submit LogicImage:ArcadiaL1SummaryView.png|submit logiclink=|700px]] on that record. A new setting has been added, labelled "Bypass Validation," that will allow * The September 2013 upgrade allows system administrators to configure the user to move a record Arcadia interface to a different status without triggering enable the field validation. System Administrators will now be able to allow users to change a record back to "Draft" statusCustomer, for exampleBranch, without having to fill out all the mandatory Person and Owner standard fields on a recordas row headings as alternate methods of displaying data summaries.

*Columns in reports can now be set in the Report Builder to be left-, right- or center-aligned without resorting to custom HTML.

When designing a [[Creating a Portal Interface|portal interface]], *The 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 now be configured to customize the "Contemporary" portal design to match the look and feel perform automated verification of your organization's website. A new section has been added to the [[Portal Designcontact]] page, titled "Body Introduction," which allows portal designers to add instructionsrecords, report statistics and as well as [[System Variables|system variablesorganization]] above records, against the OFAC database.*The settings page to configure the automatic verification of records against the user's portalIRS/CRA/OFAC online databases has been simplified.

[[Category:Upgrades| 2013-09]]