Previous Upgrade: 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
System administrators can configure workflow tasks to prompt the user that triggers the workflow to choose the recipient of a workflow-generated email message. With this enhancement, the user can choose multiple recipients of the workflow-generated email message. See Selecting Recipients in an Acknowledgment Workflow for further information.
Revisions to User Interface
- Notes can now be added to the configuration pages for Templates, Types, Statuses and Custom Fields. This will allow system administrators to keep track of changes to their system configuration.
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: Scheduling Reports
Enhancement to be able to schedule reports to be run and store custom field values to objects (i.e. companies/contacts) to perform periodic aggregation of data (aggregating data to user portals...etc.).
The idea is to configure a report to run daily, weekly, monthly...etc. (which the system will do automatically at a specified time during the night) and then store the aggregate value to a custom field at the company/user level.
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.
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.
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.
