Changes

Template:March2015Upgrade

1,347 bytes added, 15:57, 13 March 2015
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The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to your server:
===Enhanced file upload field view refreshingFile Upload Field View Refreshing===
* Enhanced file upload fields to automatically refresh the file list display after upload without the need to re-save the object.
<!-- 35016 - Refresh file field view (single and multi) after uploading files -->
===Refresh read only fields referencing Read Only Fields Referencing XML===
* New functionality to refresh read only - system variables type custom fields on the object when saving an XML field. This will eliminate the need to re-save the object in order to display the changes made to an XML field.
<!-- 35015 - Refresh read only fields referencing XML -->
===Enhanced Level 2 list viewsList Views===
* Enhanced Level 2 list views with the ability to also easily display Level 1 fields.
<!-- 35869 - Display L1 fields on L2 List Views -->
===Extended list views to invoices===
* Extended the modern list view functionality Modern List View Functionality to be available Available for invoicesInvoices.
<!-- 26405 - Enable New List View for Invoices -->
===Extended personal filtersPersonal Filters===
* Extended the ability to attach personal filters to personal list views.
<!-- 30036 - Personal Filters cannot be associated with Personal List Views -->
===Enhanced Arcadia navigation Navigation to list viewsList Views===
* New view list button introduced within object views in Arcadia to easily navigate back to your list view. Preview upgrades removed back to your list view. Previous upgrades removed the persistent UTA list navigation menus for real estate, so this list button is to address the functionality gap.
<!-- 35085 - Arcadia navigation to list view/parent -->
[[File:Arcadia list view navigation.png| link=|660 px]]<br />
===Enhanced XML custom fields Custom Fields to trigger status workflowsTrigger Status Workflows===
* Enhanced XML custom fields to automatically trigger status workflows when the XML custom field is configured to create/edit Level 2 or Level 3 child objects.
<!-- 34683 - Trigger workflow from a L2 generated via XML-->
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 Statuses for Companies and ContactsEnhanced Arcadia X Interface - Panels===* Extended the status standard field and functionality New ability to Companies and Contacts. This allows for stronger validation via submit logic validationconfigure multiple column layout in Arcadia X portal design.<!-- 28796 34607 - Add Statuses and Submit Buttons to CompaniesArcadia X Panels-->
===New Customized Naming of MS Word Merge DocumentsEnhanced Arcadia X Interface - Aggregate Portal ===* New Enhanced the Arcadia X portal with the ability to dynamically generate the name display multiple role portals in an aggregate view.* The configuration of MSWord Merge documents at run timeArcadia X section have been separated into a central area for easy setup.<!-- 14652 34306 - Arcadia X - File name on MSWord Merge Aggregate Portal -->
===New Import Interface for Autoloader ImportsXML Built-in Display===* New import wizard page for uploading files into SmartFolders connected variable syntax allows you to Autoloader importseasily render the HTML formatted display of an XML field. Syntax is per section @xml.[fieldname].[section nodename].html@<!-- 33017 33545 - Import interface to connect to smartfolder and autoloader XML Built-in Display -->
===Updated Save Splash ScreenEnhanced Ability to Assign Companies to UTA Objects===* New workflow task types introduced with the ability to associate companies to UTA objects.<!-- 28237 - Workflow - Ability to assign companies to UTA objects --> ===Enhanced Ability to Trigger Workflows on Organizations and Contact Statuses===* The SmartSimple save in progress splash screen has been changed New ability for organization and contact workflows to now trigger on status change. Workflows triggered on status change will run after any current existing workflows that trigger on new/modified.<!-- 35077 - Workflow triggers on organization and contact statuses --> ===Enhanced Amount Standard Fields===* Enhanced the Level 2 amount standard field to allow the entry of negative numbers as well as ability to display with currency formatting.<!-- 34952 - Amount Standard Field Enhancements --> ===Enhanced Contact Sign-Up Page===* Enhanced contact sign-up page to enable the ability to add a confirm email input.<!-- 33518 - Contact signup page confirm email field --> ===Enhanced the Security of Company to Company Relationship Feature===* Enhanced the company to company relationship feature with greater security control. * More updates for more generic animation.granular control are upcoming in a future release<!-- 33568 27695 - Company Relationship -- Update Save screen > ===New Standard/Custom Field Caption Property===* New variable syntax to be able to have retrieve the caption of a more modern spinner Icon custom field.* This can be done by referencing @[fieldname].caption@ or @#[fieldid].caption#@<!-- 18000 - Standard/Custom Field Caption Property -->
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