Template:April2016Upgrade
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 upgrade to their server:
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 Dynamic List View Filtering
This enhancement adds the following functionality to list views including adding the ability to set a list view for multiple roles, adding the ability to filter a list view based on UTA role, and adding the ability to filter list views based on system variables such as @userid@ and @companyid@
New Annotate Specific Application and Form Fields with Comments
This new features enables organizations who receive applications and forms to add field-level comments for applicants to review and revise.
Enhanced Stripe Integration
This enhancement furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November.
New Arcadia X Layout Picker
The Arcadia X layout picker enables the point-and-click configuration of sections using pre-made templates and the choice of Arcadia X themes and backgrounds. All Arcadia X sections built using the layout picker are responsive.
New Privacy and Confidentiality Hyperlink Added to Login Pages by Default
Privacy is a shared responsibility. This enhancement places a visible privacy and confidentiality hyperlink on the top right corner of all login pages. This makes it easier for organizations to communicate their unique privacy and confidentially responsibilities to their users in a consistent manner.
Enhanced Record Lock Feature Added when Modifying Contacts and Companies
This optional feature locks a contact and company record when in edit mode. This eliminates any possibility of two users from modifying the same record at the same time.
Enhanced Search Functionality Added to Reports Page
This enhancement adds the search feature to reports page.
Enhanced Custom Field List Views Now Display Last Modified Date
Global System Upgrades
This enhancement adds the last modified date to custom list views and makes it easy to determine when a custom field list view was modified. This will be particularly useful when troubleshooting changes made to list views.
New Role Permissions for Submit buttons
Global System Upgrades
Submit buttons can now be configured so that they are presented to users based on role and UTA role permission settings reducing the need for visibility conditions. If a Submit button is associated with both a role and UTA role, the UTA role permission will take precedence.
New Ability to Assign Many Objects to Many Objects With the Assignment List View - Phase 1
Global System Upgrades
This feature adds the ability to assign many objects to many objects through the new Assignment List View feature. This feature will allow you to easily attach a group of reviewers to a Level One, assign many users to one ore many organizations, even attach a Level 1 to one or more Level Ones. Once fully implemented, this enhancement adds the ability to assign many objects (like users, organizations, Level 1, Level 2, Level 3s), to many objects. Phase one of this enhancement (April 2016 Upgrade) will add the ability to attach one or many contacts to Level 1s.
Enhanced Revamp Dynamic Control fields
Global System Upgrades
This enhancement changes the way Dynamic Control fields are rendered, however it retains the same functionality.
New Level 2 Fields Now Visible in Level 3 List Views
Global System Upgrades
This feature allows level 2 fields to be referenced from within a level 3 list views in Arcadia X portals. Level 2 fields will also appear in Level 3 advanced searches.
New SmartSimple Meta Data Exchange
This enhancement is the first in a multi-year platform enhancement aimed at creating a data exchange structure that can be used to package Instance configurations, UTA configurations, and other data. For the April 2016 upgrade, UTA packaging and unpackaging is available. This meta data exchange enhancement allows UTA data to be extracted from an instance, packaged, and then loaded / installed into another instance with minimal effort. The benefits of this feature is wide ranging including, quick and easy storage and archiving, the ability to easily restore UTA's data, sharing of configured UTA's between similar organizations, and much more.
Enhanced Password Policy Options
Global System Upgrades
This feature adds an additional option to the password policy ensuring a user’s ID (in its entirety) cannot be the whole, or part, of the user's password.
Provider / Consumer List View Filter
Global System Upgrades
This feature enhances standard list views with the ability to view a subset of consumers from a provider.
List View Parent and Child Advanced Search
This feature is an enhancement on the List View Parent and Child feature introduced in the January 2016 upgrade. With this enhancement Advanced Search functionality has been added to the following:
a) the organization connected to the L1
b) the branch connected to the L1
c) the external person connected to the L1
d) the internal person connected to the L1
Batch create Level one from Provider
This feature adds the ability to create level 1s based on based on a list of organizations attached to a level one or level two provider