Difference between revisions of "Template:August2017Upgrade"
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| − | =General Details= | + | ==General Details== |
| − | ==Upgrade Dates== | + | ===Upgrade Dates=== |
Public Cloud Production release date: '''August 31th 2017'''<br /> | Public Cloud Production release date: '''August 31th 2017'''<br /> | ||
Public Cloud Backup release date: '''August 15th 2017'''<br /> | Public Cloud Backup release date: '''August 15th 2017'''<br /> | ||
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Private Cloud Backup (Managed Upgrades) release date: '''August 31th 2017''' | Private Cloud Backup (Managed Upgrades) release date: '''August 31th 2017''' | ||
| − | =Global System Upgrades= | + | ==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: | 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: | ||
| − | ==Major Updates== | + | ===Major Updates=== |
<!-- | <!-- | ||
| − | ===Enhanced Portal Shortcut Configuration=== | + | ====Enhanced Portal Shortcut Configuration==== |
Enhanced ability to configure portal shortcuts in any portal section. Instead of being limited to just a single section for all your shortcuts you may now add shortcuts to any portal section. You can also connect a shortcut to a list view in order to display aggregation summaries on the shortcut itself in the portal and to navigate to the list view. | Enhanced ability to configure portal shortcuts in any portal section. Instead of being limited to just a single section for all your shortcuts you may now add shortcuts to any portal section. You can also connect a shortcut to a list view in order to display aggregation summaries on the shortcut itself in the portal and to navigate to the list view. | ||
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--> | --> | ||
| − | ===Deprecated Support of HTML in List View Column Templates=== | + | ====Deprecated Support of HTML in List View Column Templates==== |
Removed the ability to configure HTML syntax in the content template of a list view column. Existing list views that employ these configurations will continue to work, however the HTML syntax will be encoded and will no longer function as desired if the list view is re-saved. This would only apply to a small number of list views where the columns have been customized with HTML syntax for specific formatting effects. | Removed the ability to configure HTML syntax in the content template of a list view column. Existing list views that employ these configurations will continue to work, however the HTML syntax will be encoded and will no longer function as desired if the list view is re-saved. This would only apply to a small number of list views where the columns have been customized with HTML syntax for specific formatting effects. | ||
<!--60035 - Remove HTML syntax support for list view column content template--> | <!--60035 - Remove HTML syntax support for list view column content template--> | ||
| − | ===Deprecated Pandora API=== | + | ====Deprecated Pandora API==== |
Removed the ability to configure the Pandora API for instances that do not already utilize this API. We are no longer continuing development of the Pandora API and suggest that any existing configurations be migrated to our SmartConnect RESTful API instead. | Removed the ability to configure the Pandora API for instances that do not already utilize this API. We are no longer continuing development of the Pandora API and suggest that any existing configurations be migrated to our SmartConnect RESTful API instead. | ||
<!--58262 - Deprecate Pandora--> | <!--58262 - Deprecate Pandora--> | ||
| − | ===Deprecated Desktop Plugins=== | + | ====Deprecated Desktop Plugins==== |
Removed several plugin applications from the Downloads section. We are no longer continuing development of the Microsoft Office Smart Doc/Excel/Access plugins, Windows Folder Synchronization tool, and Signature Pad. | Removed several plugin applications from the Downloads section. We are no longer continuing development of the Microsoft Office Smart Doc/Excel/Access plugins, Windows Folder Synchronization tool, and Signature Pad. | ||
<!--56583 - Download Section--> | <!--56583 - Download Section--> | ||
| − | ===New Portal Draft Mode=== | + | ====New Portal Draft Mode==== |
New draft mode for the portal builder lets you easily modify or create new portals. You can now edit a portal in draft mode and then promote it to the current active configuration when ready. | New draft mode for the portal builder lets you easily modify or create new portals. You can now edit a portal in draft mode and then promote it to the current active configuration when ready. | ||
<!--52808 - Arcadia X portal draft builder mode--> | <!--52808 - Arcadia X portal draft builder mode--> | ||
| − | ===New List View Split Screen=== | + | ====New List View Split Screen==== |
New split screen mode available for list views. When viewing a list view you can now toggle a split screen to retain the list view on the left and open the records on the right to view and work with both simultaneously. | New split screen mode available for list views. When viewing a list view you can now toggle a split screen to retain the list view on the left and open the records on the right to view and work with both simultaneously. | ||
<!--53972 - Object list view split screen--> | <!--53972 - Object list view split screen--> | ||
| Line 44: | Line 44: | ||
[[File:201708-53972-l1-listview-split-screen.png|thumb|none|middle|1000px|List view split screen feature]] | [[File:201708-53972-l1-listview-split-screen.png|thumb|none|middle|1000px|List view split screen feature]] | ||
| − | ===Enhanced Interface for End Users=== | + | ====Enhanced Interface for End Users==== |
Enhanced user interface for improved experience and usability. Specific areas include the Options menu within a record has been consolidated and reorganized, and the list view pagination indicator has been updated to display the total number of records returned in your list view results. Other changes throughout the system include the update of the default font style to Roboto, and minor interface changes. | Enhanced user interface for improved experience and usability. Specific areas include the Options menu within a record has been consolidated and reorganized, and the list view pagination indicator has been updated to display the total number of records returned in your list view results. Other changes throughout the system include the update of the default font style to Roboto, and minor interface changes. | ||
<!--55987 - Consistent Lookups--> | <!--55987 - Consistent Lookups--> | ||
| Line 54: | Line 54: | ||
[[File:201708-level1-options.png|thumb|none|middle|300px|Update to the options menu]] | [[File:201708-level1-options.png|thumb|none|middle|300px|Update to the options menu]] | ||
| − | ===Enhanced Responsiveness for Mobile Devices=== | + | ====Enhanced Responsiveness for Mobile Devices==== |
Enhanced user interface for mobile devices for improved experience and usability. As we continue to optimize the mobile experience of the platform, this update sees improvements to list views, and record layout. List views will be transformed into a single column card-type list view that by default will only display the information from the first five columns of a list view. The information can be easily expanded to see all the details of the original list view too. Within a record, the save and submit buttons will be consolidated into just a few buttons to save screen estate. | Enhanced user interface for mobile devices for improved experience and usability. As we continue to optimize the mobile experience of the platform, this update sees improvements to list views, and record layout. List views will be transformed into a single column card-type list view that by default will only display the information from the first five columns of a list view. The information can be easily expanded to see all the details of the original list view too. Within a record, the save and submit buttons will be consolidated into just a few buttons to save screen estate. | ||
<!--56651 - Ipad/ Iphone/mobile/desktop experience tabs--> | <!--56651 - Ipad/ Iphone/mobile/desktop experience tabs--> | ||
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[[File:201708-57399-mobilelist.png|thumb|none|middle|300px|Responsive list view on mobile device]] | [[File:201708-57399-mobilelist.png|thumb|none|middle|300px|Responsive list view on mobile device]] | ||
| − | ===Enhanced Interface for Administrators=== | + | ====Enhanced Interface for Administrators==== |
Enhanced user interface for administrative and settings pages for improved experience and efficiency. Specific areas include the field selection when configuring list views or reports to now display more meta information about the field that you're selecting than just the name or caption. This simplifies the configuration of these areas and the selection of the fields you want. | Enhanced user interface for administrative and settings pages for improved experience and efficiency. Specific areas include the field selection when configuring list views or reports to now display more meta information about the field that you're selecting than just the name or caption. This simplifies the configuration of these areas and the selection of the fields you want. | ||
<!--55972 - Display meta-data when selecting fields in the ListView builder and ReportBuilder--> | <!--55972 - Display meta-data when selecting fields in the ListView builder and ReportBuilder--> | ||
| Line 70: | Line 70: | ||
[[File:201708-55972-metadata-select-field.png|thumb|none|middle|1000px|More information shown during field selection]] | [[File:201708-55972-metadata-select-field.png|thumb|none|middle|1000px|More information shown during field selection]] | ||
| − | ==Minor Updates== | + | ===Minor Updates=== |
| − | ===Deprecated Dynamic Sorting for Classic List Views=== | + | ====Deprecated Dynamic Sorting for Classic List Views==== |
Removed the ability for ad-hoc sorting of older Classic interface list views. You will no longer be able to sort the results of certain list views by clicking on the column headers. | Removed the ability for ad-hoc sorting of older Classic interface list views. You will no longer be able to sort the results of certain list views by clicking on the column headers. | ||
<!--57855 - Disable sorting for old list views--> | <!--57855 - Disable sorting for old list views--> | ||
| − | ===Deprecated Dynamic Sorting for Old Classic Reports=== | + | ====Deprecated Dynamic Sorting for Old Classic Reports==== |
Removed the ability for ad-hoc sorting of older Classic reports. You will no longer be able to sort the results of certain reports by clicking on the column headers. This will only affect older reports built using the version of Classic report builder that does not contain the Recordset selector for each column. This translates roughly to reports built before 2012. | Removed the ability for ad-hoc sorting of older Classic reports. You will no longer be able to sort the results of certain reports by clicking on the column headers. This will only affect older reports built using the version of Classic report builder that does not contain the Recordset selector for each column. This translates roughly to reports built before 2012. | ||
<!--58775 - Disable sorting for old classic reports--> | <!--58775 - Disable sorting for old classic reports--> | ||
| − | ===Deprecated Options in Instant Messages=== | + | ====Deprecated Options in Instant Messages==== |
Removed the ability to switch to email mode from within Instance messages communication. Also, removed the ability for administrators to terminate another users session from this screen. | Removed the ability to switch to email mode from within Instance messages communication. Also, removed the ability for administrators to terminate another users session from this screen. | ||
<!--57778 - secure quick messages / instance messages--> | <!--57778 - secure quick messages / instance messages--> | ||
| − | ===Deprecated Associated Forms for UTA Level 1=== | + | ====Deprecated Associated Forms for UTA Level 1==== |
Removed the ability to configure associated forms for a UTA Level 1 type. This previously gave you the ability to attach a web form to a Level 1 record. | Removed the ability to configure associated forms for a UTA Level 1 type. This previously gave you the ability to attach a web form to a Level 1 record. | ||
<!--58402 - Deprecate or hide Associated forms--> | <!--58402 - Deprecate or hide Associated forms--> | ||
| − | ===Updated Visibility of UTA Transaction Tab=== | + | ====Updated Visibility of UTA Transaction Tab==== |
Updated the visibility of the UTA Transaction list view to now be controlled by the UTA Level 1 Transaction standard field view permissions. Previously the UTA Transaction list view tab was always being shown despite the view permissions of the UTA Level 1 Transaction standard field. | Updated the visibility of the UTA Transaction list view to now be controlled by the UTA Level 1 Transaction standard field view permissions. Previously the UTA Transaction list view tab was always being shown despite the view permissions of the UTA Level 1 Transaction standard field. | ||
<!--53405 - Hide transactions tab in the UTA based on the role--> | <!--53405 - Hide transactions tab in the UTA based on the role--> | ||
| − | ===Updated Organizations and Contacts Menu Labels=== | + | ====Updated Organizations and Contacts Menu Labels==== |
Updated labels throughout menus that refer to Organizations and Contacts instead to Organizations and People. This is to resolve inconsistencies in some areas where the system would use your defined terminology in the Global Settings Branding section, that would be misleading when it only used either the internal or external term. This label change is to make the system more consistent as well as more clear where a system area deals with both internal and external organizations and contacts. | Updated labels throughout menus that refer to Organizations and Contacts instead to Organizations and People. This is to resolve inconsistencies in some areas where the system would use your defined terminology in the Global Settings Branding section, that would be misleading when it only used either the internal or external term. This label change is to make the system more consistent as well as more clear where a system area deals with both internal and external organizations and contacts. | ||
<!--58871 - Contacts and accounts menu and pages--> | <!--58871 - Contacts and accounts menu and pages--> | ||
| Line 98: | Line 98: | ||
[[File:201708-58871-contacts-and-accounts.png|thumb|none|middle|500px|Update to menu labels for organizations and people]] | [[File:201708-58871-contacts-and-accounts.png|thumb|none|middle|500px|Update to menu labels for organizations and people]] | ||
| − | ===Simplified List View Search Filters=== | + | ====Simplified List View Search Filters==== |
Updated the behaviour of list view search filters so that the 'All' option within the type, status, category, and role filter selections will now also include records with no type, status, category, or role. Previously, to show the records that did not possess any of those attributes you had to deselect all options. A 'None' option has also been added to the filter selections to achieve that now. | Updated the behaviour of list view search filters so that the 'All' option within the type, status, category, and role filter selections will now also include records with no type, status, category, or role. Previously, to show the records that did not possess any of those attributes you had to deselect all options. A 'None' option has also been added to the filter selections to achieve that now. | ||
<!--48348 - Template, Type, Category, Role and Status searches require an additional option so that Select All will return all records--> | <!--48348 - Template, Type, Category, Role and Status searches require an additional option so that Select All will return all records--> | ||
| − | ===Extended Group Email for Greater UTA Level 2 Targeting=== | + | ====Extended Group Email for Greater UTA Level 2 Targeting==== |
Extended ability to send group emails to now allow the targeting of the Assigned and Contact standard fields of a UTA Level 2 record. Previously the Level 2 group email functionality was limited to just the Owner standard field. | Extended ability to send group emails to now allow the targeting of the Assigned and Contact standard fields of a UTA Level 2 record. Previously the Level 2 group email functionality was limited to just the Owner standard field. | ||
<!--51299 - Assigned/Contact Std fields as recipient for L2 Group Email--> | <!--51299 - Assigned/Contact Std fields as recipient for L2 Group Email--> | ||
| − | ===Updated Interface for Workflow Requests=== | + | ====Updated Interface for Workflow Requests==== |
Updated the interface for the workflow request page to open the record in question in a side panel view thus retaining your view of your workflow request list at the same time. | Updated the interface for the workflow request page to open the record in question in a side panel view thus retaining your view of your workflow request list at the same time. | ||
<!--50695 - Workflow request view - Arcadia mode--> | <!--50695 - Workflow request view - Arcadia mode--> | ||
| − | ===Updated Language Support for Reports and Country Lists=== | + | ====Updated Language Support for Reports and Country Lists==== |
Enhanced reports that are internet enabled for the external URL to accept a language parameter that will translate the report results appropriately. Added support for French translations to the country selection list in the address of Organizations and Contacts. | Enhanced reports that are internet enabled for the external URL to accept a language parameter that will translate the report results appropriately. Added support for French translations to the country selection list in the address of Organizations and Contacts. | ||
<!--57637 - Translation Enhancement: Allow for language specific internet enabled reports--> | <!--57637 - Translation Enhancement: Allow for language specific internet enabled reports--> | ||
<!--51327 - Translation issue: Country list requires alternate language translations (specifically French)--> | <!--51327 - Translation issue: Country list requires alternate language translations (specifically French)--> | ||
| − | ===Added Warning for Authentication Controller=== | + | ====Added Warning for Authentication Controller==== |
Updated the behaviour when logging in to another instance via the Primary Authentication Controller to display a warning when someone else is already logged in to that same user account. | Updated the behaviour when logging in to another instance via the Primary Authentication Controller to display a warning when someone else is already logged in to that same user account. | ||
<!--48310 - Add alert to identify if someone already logged in via authenticated server--> | <!--48310 - Add alert to identify if someone already logged in via authenticated server--> | ||
| − | =On-Demand System Upgrades= | + | ==On-Demand System Upgrades== |
The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator: | The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator: | ||
| − | ==Major Updates== | + | ===Major Updates=== |
| − | ===New SmartCard Feature=== | + | ====New SmartCard Feature==== |
New personal screen for users that allows them to mark favourite or commonly accessed areas. This screen shows a collection of SmartCard containers that hold and display any records that you add to them. Users can create any number of SmartCards and even share them with other users. This will empower end users with the ability to create their own lists of what's important to them without the need for administrators to create system list views and such. Enabling this feature is a simple permission setting in the System Visibility Permissions area. | New personal screen for users that allows them to mark favourite or commonly accessed areas. This screen shows a collection of SmartCard containers that hold and display any records that you add to them. Users can create any number of SmartCards and even share them with other users. This will empower end users with the ability to create their own lists of what's important to them without the need for administrators to create system list views and such. Enabling this feature is a simple permission setting in the System Visibility Permissions area. | ||
<!--55358 - SmartCard--> | <!--55358 - SmartCard--> | ||
| Line 130: | Line 130: | ||
[[File:201708-smartcards.png|thumb|none|middle|300px|New SmartCards feature]] | [[File:201708-smartcards.png|thumb|none|middle|300px|New SmartCards feature]] | ||
| − | ===New Login Page Routing Configuration=== | + | ====New Login Page Routing Configuration==== |
New ability to configure routing links on a login page. This functionality was traditionally implemented using static HTML files served from SmartFolders but is now easier to produce. A new routing configuration area has been added within the Login Page Configuration screen where you can create links to other areas such as organization and contact registration pages. To incorporate this into your login page you then simply need to place a variable reference to @routingbutton@ in the login template. | New ability to configure routing links on a login page. This functionality was traditionally implemented using static HTML files served from SmartFolders but is now easier to produce. A new routing configuration area has been added within the Login Page Configuration screen where you can create links to other areas such as organization and contact registration pages. To incorporate this into your login page you then simply need to place a variable reference to @routingbutton@ in the login template. | ||
<!--55536 - Routing/guiding page--> | <!--55536 - Routing/guiding page--> | ||
| Line 137: | Line 137: | ||
| − | ===New Ability to Track Duration in Each Status=== | + | ====New Ability to Track Duration in Each Status==== |
New ability to track the duration that a record remains in each given status. This is available for UTA Level 1, 2, and 3 records and can be configured within the status standard field. This setting enables the tracking of duration within the status change history logs. The status change history logs are already available through the use of reports and will now also include this additional duration field for you to extract this information. | New ability to track the duration that a record remains in each given status. This is available for UTA Level 1, 2, and 3 records and can be configured within the status standard field. This setting enables the tracking of duration within the status change history logs. The status change history logs are already available through the use of reports and will now also include this additional duration field for you to extract this information. | ||
<!--56078 - Aggregation of Time in each Status--> | <!--56078 - Aggregation of Time in each Status--> | ||
| − | ===New Integration with GuideStar Charity Check=== | + | ====New Integration with GuideStar Charity Check==== |
New integration available with GuideStar Charity Check. This will allow you to verify the charity status of your organizations on demand at any time. Upon validating an organization against the GuideStar database, mapped fields will be updated in SmartSimple and a PDF status form generated and stored against the organization. This will be a paid service, please contact your account manager for more information. | New integration available with GuideStar Charity Check. This will allow you to verify the charity status of your organizations on demand at any time. Upon validating an organization against the GuideStar database, mapped fields will be updated in SmartSimple and a PDF status form generated and stored against the organization. This will be a paid service, please contact your account manager for more information. | ||
<!--57004 - GuideStar Charity Check Integration--> | <!--57004 - GuideStar Charity Check Integration--> | ||
| − | ===Extended Invitation Feature to UTA Level 2s=== | + | ====Extended Invitation Feature to UTA Level 2s==== |
Extended the Invitation feature to be available for UTA Level 2 records now. | Extended the Invitation feature to be available for UTA Level 2 records now. | ||
<!--54349 - Invitations on L2--> | <!--54349 - Invitations on L2--> | ||
| − | ==Minor Updates== | + | ===Minor Updates=== |
| − | ===Extended Setting for Instruction Text to Organization Contacts=== | + | ====Extended Setting for Instruction Text to Organization Contacts==== |
Extended the ability to add instructional text for the multiple contacts tab under an organization record. This was previously limited to the organizations and contacts tab under UTA records. | Extended the ability to add instructional text for the multiple contacts tab under an organization record. This was previously limited to the organizations and contacts tab under UTA records. | ||
<!--57465 - Enhancement: Add Introduction to Contacts standard field on companies--> | <!--57465 - Enhancement: Add Introduction to Contacts standard field on companies--> | ||
| − | ===Extended Ability to Download File Attachments to Organization and Contact List Views=== | + | ====Extended Ability to Download File Attachments to Organization and Contact List Views==== |
Extended the ability to bulk download files from list views to the Organization and Contact list views as well now. | Extended the ability to bulk download files from list views to the Organization and Contact list views as well now. | ||
<!--58521 - Expand List View Download Feature to Orgs and Contacts--> | <!--58521 - Expand List View Download Feature to Orgs and Contacts--> | ||
| − | ===Added Mandatory Setting for Special - In-Line Data Grid Custom Fields=== | + | ====Added Mandatory Setting for Special - In-Line Data Grid Custom Fields==== |
Added ability to configure Special - In-Line Data Grid custom fields as mandatory. The setting can be found within the properties of each individual cell to grant greater granularity around this validation. | Added ability to configure Special - In-Line Data Grid custom fields as mandatory. The setting can be found within the properties of each individual cell to grant greater granularity around this validation. | ||
<!--53964 - Inline data grid cannot be made mandatory--> | <!--53964 - Inline data grid cannot be made mandatory--> | ||
| − | ===Added Setting to Configure Label Chart Axes=== | + | ====Added Setting to Configure Label Chart Axes==== |
Added ability within a list view chart to edit the label of the X and Y axes. | Added ability within a list view chart to edit the label of the X and Y axes. | ||
<!--56684 - Portal section type Chart View requires the ability to manually label the Y-Axis if the aggregation is COUNT--> | <!--56684 - Portal section type Chart View requires the ability to manually label the Y-Axis if the aggregation is COUNT--> | ||
| − | =Beta Previews= | + | ==Beta Previews== |
No beta previews for this upgrade. | No beta previews for this upgrade. | ||
| − | =Notes for Admins= | + | ==Notes for Admins== |
| − | ==Bug Fix for Upgrade Process== | + | ===Bug Fix for Upgrade Process=== |
Bug fix for the upgrade procedure. Sometimes, an upgrade will include an update to the upgrade procedure itself, in which case SmartSimple needs to be restarted before continuing. Previously, there was no mechanism to indicate or enforce this so there was a chance that updates would not complete successfully when you initiated many updates at one time. Going forward, the upgrade procedure will force the restart of the SmartSimple application if necessary and stop the updates at that point. A warning message has also been introduced to tell users to come back to the upgrade screen and verify the version after performing an update. | Bug fix for the upgrade procedure. Sometimes, an upgrade will include an update to the upgrade procedure itself, in which case SmartSimple needs to be restarted before continuing. Previously, there was no mechanism to indicate or enforce this so there was a chance that updates would not complete successfully when you initiated many updates at one time. Going forward, the upgrade procedure will force the restart of the SmartSimple application if necessary and stop the updates at that point. A warning message has also been introduced to tell users to come back to the upgrade screen and verify the version after performing an update. | ||
<!--59741 - Upgrade process to stop at the package is a prerequisite for any subsequent packages--> | <!--59741 - Upgrade process to stop at the package is a prerequisite for any subsequent packages--> | ||
| − | ==New Ability to Generate Payment Schedules via Workflow== | + | ===New Ability to Generate Payment Schedules via Workflow=== |
Enhanced workflows to allow you to easily configure and generate payment schedules. New 'activity scheduling' options have been introduced on the create new activity task type within a Level 1 Workflow. These options allow you to enter in details that enable you to then dynamically generate payment activity schedules on the fly. | Enhanced workflows to allow you to easily configure and generate payment schedules. New 'activity scheduling' options have been introduced on the create new activity task type within a Level 1 Workflow. These options allow you to enter in details that enable you to then dynamically generate payment activity schedules on the fly. | ||
<!--47138 - Workflow 'Create New Activity' task enhancement--> | <!--47138 - Workflow 'Create New Activity' task enhancement--> | ||
| − | ==Enhanced Workflow Variable Processing== | + | ===Enhanced Workflow Variable Processing=== |
Enhanced workflows to allow you to reference field values from other workflow objects when cascading multiple workflows. For example, if you have a Level 1 workflow that triggers a Level 2 workflow, you may now reference fields from the Level 1 record within the Level 2 workflow tasks with a variable reference to @triggerobject.fieldname@. | Enhanced workflows to allow you to reference field values from other workflow objects when cascading multiple workflows. For example, if you have a Level 1 workflow that triggers a Level 2 workflow, you may now reference fields from the Level 1 record within the Level 2 workflow tasks with a variable reference to @triggerobject.fieldname@. | ||
<!--48338 - Workflow - Trigger workflow task enhancement--> | <!--48338 - Workflow - Trigger workflow task enhancement--> | ||
| − | ==Simplified Configuration of Website Content Management== | + | ===Simplified Configuration of Website Content Management=== |
Enhanced Website configuration within Content Management with a configurable template for each of your virtual folders and virtual aliases now. The configuration has also been simplified by introducing a link to each Website configuration within the configuration area for Login Screen Content for ease of navigation. | Enhanced Website configuration within Content Management with a configurable template for each of your virtual folders and virtual aliases now. The configuration has also been simplified by introducing a link to each Website configuration within the configuration area for Login Screen Content for ease of navigation. | ||
<!--55138 - Additions to existing Login Screen Content configuration--> | <!--55138 - Additions to existing Login Screen Content configuration--> | ||
| − | ==Enhanced Payment Allocation Mapping== | + | ===Enhanced Payment Allocation Mapping=== |
Enhanced the Payment Allocation modules to allow you to define different amount aggregation categories outside of the preset ones for tentative, committed, and paid amount. | Enhanced the Payment Allocation modules to allow you to define different amount aggregation categories outside of the preset ones for tentative, committed, and paid amount. | ||
<!--59241 - Budget Manager - More formulas--> | <!--59241 - Budget Manager - More formulas--> | ||
| − | ==New Custom Field Permission Quick Edit View== | + | ===New Custom Field Permission Quick Edit View=== |
New Permission Quick Edit view within a custom field list allows you to see all the role permissions for each of the fields in a single screen for you to view and update a little easier. | New Permission Quick Edit view within a custom field list allows you to see all the role permissions for each of the fields in a single screen for you to view and update a little easier. | ||
<!--57289 - Custom Field Permission Matrix--> | <!--57289 - Custom Field Permission Matrix--> | ||
| − | ==Added Setting for Organization Signup Verification== | + | ===Added Setting for Organization Signup Verification=== |
Added a setting for Organization signup pages using verification services such as IRS to limit the search fields to only the unique organization ID such as EIN. By default the verification search may include other fields such as organization name, etc. | Added a setting for Organization signup pages using verification services such as IRS to limit the search fields to only the unique organization ID such as EIN. By default the verification search may include other fields such as organization name, etc. | ||
<!--58065 - Organization Signup Pages--> | <!--58065 - Organization Signup Pages--> | ||
| − | ==Bug Fix for Single Sign On Creation of New Organization or User== | + | ===Bug Fix for Single Sign On Creation of New Organization or User=== |
Fixed a bug with Single Sign On where the default organizaton and contact status was not being correctly set when creating a new organization or contact. Also added a setting within the Single Sign On connection configuration to use a specific status for new organizations and contacts instead of the system default. | Fixed a bug with Single Sign On where the default organizaton and contact status was not being correctly set when creating a new organization or contact. Also added a setting within the Single Sign On connection configuration to use a specific status for new organizations and contacts instead of the system default. | ||
<!--58899 - User status not set for new users with SSO--> | <!--58899 - User status not set for new users with SSO--> | ||
| − | ==Added option for UTA Currency Standard Field Hidden Input== | + | ===Added option for UTA Currency Standard Field Hidden Input=== |
Added an option for the UTA currency standard field to have a hidden form input for exrate, excur, and examt in order for you to update the exchange rate and currency attributes while hiding the currency field input from end users. | Added an option for the UTA currency standard field to have a hidden form input for exrate, excur, and examt in order for you to update the exchange rate and currency attributes while hiding the currency field input from end users. | ||
<!--21513 - Unable to update Exchange Rate without exposing field to user--> | <!--21513 - Unable to update Exchange Rate without exposing field to user--> | ||
Latest revision as of 11:57, 19 October 2017
Contents
- 1 General Details
- 2 Global System Upgrades
- 2.1 Major Updates
- 2.1.1 Deprecated Support of HTML in List View Column Templates
- 2.1.2 Deprecated Pandora API
- 2.1.3 Deprecated Desktop Plugins
- 2.1.4 New Portal Draft Mode
- 2.1.5 New List View Split Screen
- 2.1.6 Enhanced Interface for End Users
- 2.1.7 Enhanced Responsiveness for Mobile Devices
- 2.1.8 Enhanced Interface for Administrators
- 2.2 Minor Updates
- 2.2.1 Deprecated Dynamic Sorting for Classic List Views
- 2.2.2 Deprecated Dynamic Sorting for Old Classic Reports
- 2.2.3 Deprecated Options in Instant Messages
- 2.2.4 Deprecated Associated Forms for UTA Level 1
- 2.2.5 Updated Visibility of UTA Transaction Tab
- 2.2.6 Updated Organizations and Contacts Menu Labels
- 2.2.7 Simplified List View Search Filters
- 2.2.8 Extended Group Email for Greater UTA Level 2 Targeting
- 2.2.9 Updated Interface for Workflow Requests
- 2.2.10 Updated Language Support for Reports and Country Lists
- 2.2.11 Added Warning for Authentication Controller
- 2.1 Major Updates
- 3 On-Demand System Upgrades
- 4 Beta Previews
- 5 Notes for Admins
- 5.1 Bug Fix for Upgrade Process
- 5.2 New Ability to Generate Payment Schedules via Workflow
- 5.3 Enhanced Workflow Variable Processing
- 5.4 Simplified Configuration of Website Content Management
- 5.5 Enhanced Payment Allocation Mapping
- 5.6 New Custom Field Permission Quick Edit View
- 5.7 Added Setting for Organization Signup Verification
- 5.8 Bug Fix for Single Sign On Creation of New Organization or User
- 5.9 Added option for UTA Currency Standard Field Hidden Input
General Details
Upgrade Dates
Public Cloud Production release date: August 31th 2017
Public Cloud Backup release date: August 15th 2017
Private Cloud Production (Managed Upgrades) release date: September 14th 2017
Private Cloud Backup (Managed Upgrades) release date: August 31th 2017
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:
Major Updates
Deprecated Support of HTML in List View Column Templates
Removed the ability to configure HTML syntax in the content template of a list view column. Existing list views that employ these configurations will continue to work, however the HTML syntax will be encoded and will no longer function as desired if the list view is re-saved. This would only apply to a small number of list views where the columns have been customized with HTML syntax for specific formatting effects.
Deprecated Pandora API
Removed the ability to configure the Pandora API for instances that do not already utilize this API. We are no longer continuing development of the Pandora API and suggest that any existing configurations be migrated to our SmartConnect RESTful API instead.
Deprecated Desktop Plugins
Removed several plugin applications from the Downloads section. We are no longer continuing development of the Microsoft Office Smart Doc/Excel/Access plugins, Windows Folder Synchronization tool, and Signature Pad.
New Portal Draft Mode
New draft mode for the portal builder lets you easily modify or create new portals. You can now edit a portal in draft mode and then promote it to the current active configuration when ready.
New List View Split Screen
New split screen mode available for list views. When viewing a list view you can now toggle a split screen to retain the list view on the left and open the records on the right to view and work with both simultaneously.
Enhanced Interface for End Users
Enhanced user interface for improved experience and usability. Specific areas include the Options menu within a record has been consolidated and reorganized, and the list view pagination indicator has been updated to display the total number of records returned in your list view results. Other changes throughout the system include the update of the default font style to Roboto, and minor interface changes.
Enhanced Responsiveness for Mobile Devices
Enhanced user interface for mobile devices for improved experience and usability. As we continue to optimize the mobile experience of the platform, this update sees improvements to list views, and record layout. List views will be transformed into a single column card-type list view that by default will only display the information from the first five columns of a list view. The information can be easily expanded to see all the details of the original list view too. Within a record, the save and submit buttons will be consolidated into just a few buttons to save screen estate.
Enhanced Interface for Administrators
Enhanced user interface for administrative and settings pages for improved experience and efficiency. Specific areas include the field selection when configuring list views or reports to now display more meta information about the field that you're selecting than just the name or caption. This simplifies the configuration of these areas and the selection of the fields you want.
Minor Updates
Deprecated Dynamic Sorting for Classic List Views
Removed the ability for ad-hoc sorting of older Classic interface list views. You will no longer be able to sort the results of certain list views by clicking on the column headers.
Deprecated Dynamic Sorting for Old Classic Reports
Removed the ability for ad-hoc sorting of older Classic reports. You will no longer be able to sort the results of certain reports by clicking on the column headers. This will only affect older reports built using the version of Classic report builder that does not contain the Recordset selector for each column. This translates roughly to reports built before 2012.
Deprecated Options in Instant Messages
Removed the ability to switch to email mode from within Instance messages communication. Also, removed the ability for administrators to terminate another users session from this screen.
Deprecated Associated Forms for UTA Level 1
Removed the ability to configure associated forms for a UTA Level 1 type. This previously gave you the ability to attach a web form to a Level 1 record.
Updated Visibility of UTA Transaction Tab
Updated the visibility of the UTA Transaction list view to now be controlled by the UTA Level 1 Transaction standard field view permissions. Previously the UTA Transaction list view tab was always being shown despite the view permissions of the UTA Level 1 Transaction standard field.
Updated Organizations and Contacts Menu Labels
Updated labels throughout menus that refer to Organizations and Contacts instead to Organizations and People. This is to resolve inconsistencies in some areas where the system would use your defined terminology in the Global Settings Branding section, that would be misleading when it only used either the internal or external term. This label change is to make the system more consistent as well as more clear where a system area deals with both internal and external organizations and contacts.
Simplified List View Search Filters
Updated the behaviour of list view search filters so that the 'All' option within the type, status, category, and role filter selections will now also include records with no type, status, category, or role. Previously, to show the records that did not possess any of those attributes you had to deselect all options. A 'None' option has also been added to the filter selections to achieve that now.
Extended Group Email for Greater UTA Level 2 Targeting
Extended ability to send group emails to now allow the targeting of the Assigned and Contact standard fields of a UTA Level 2 record. Previously the Level 2 group email functionality was limited to just the Owner standard field.
Updated Interface for Workflow Requests
Updated the interface for the workflow request page to open the record in question in a side panel view thus retaining your view of your workflow request list at the same time.
Updated Language Support for Reports and Country Lists
Enhanced reports that are internet enabled for the external URL to accept a language parameter that will translate the report results appropriately. Added support for French translations to the country selection list in the address of Organizations and Contacts.
Added Warning for Authentication Controller
Updated the behaviour when logging in to another instance via the Primary Authentication Controller to display a warning when someone else is already logged in to that same user account.
On-Demand System Upgrades
The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
Major Updates
New SmartCard Feature
New personal screen for users that allows them to mark favourite or commonly accessed areas. This screen shows a collection of SmartCard containers that hold and display any records that you add to them. Users can create any number of SmartCards and even share them with other users. This will empower end users with the ability to create their own lists of what's important to them without the need for administrators to create system list views and such. Enabling this feature is a simple permission setting in the System Visibility Permissions area.
New Login Page Routing Configuration
New ability to configure routing links on a login page. This functionality was traditionally implemented using static HTML files served from SmartFolders but is now easier to produce. A new routing configuration area has been added within the Login Page Configuration screen where you can create links to other areas such as organization and contact registration pages. To incorporate this into your login page you then simply need to place a variable reference to @routingbutton@ in the login template.
New Ability to Track Duration in Each Status
New ability to track the duration that a record remains in each given status. This is available for UTA Level 1, 2, and 3 records and can be configured within the status standard field. This setting enables the tracking of duration within the status change history logs. The status change history logs are already available through the use of reports and will now also include this additional duration field for you to extract this information.
New Integration with GuideStar Charity Check
New integration available with GuideStar Charity Check. This will allow you to verify the charity status of your organizations on demand at any time. Upon validating an organization against the GuideStar database, mapped fields will be updated in SmartSimple and a PDF status form generated and stored against the organization. This will be a paid service, please contact your account manager for more information.
Extended Invitation Feature to UTA Level 2s
Extended the Invitation feature to be available for UTA Level 2 records now.
Minor Updates
Extended Setting for Instruction Text to Organization Contacts
Extended the ability to add instructional text for the multiple contacts tab under an organization record. This was previously limited to the organizations and contacts tab under UTA records.
Extended Ability to Download File Attachments to Organization and Contact List Views
Extended the ability to bulk download files from list views to the Organization and Contact list views as well now.
Added Mandatory Setting for Special - In-Line Data Grid Custom Fields
Added ability to configure Special - In-Line Data Grid custom fields as mandatory. The setting can be found within the properties of each individual cell to grant greater granularity around this validation.
Added Setting to Configure Label Chart Axes
Added ability within a list view chart to edit the label of the X and Y axes.
Beta Previews
No beta previews for this upgrade.
Notes for Admins
Bug Fix for Upgrade Process
Bug fix for the upgrade procedure. Sometimes, an upgrade will include an update to the upgrade procedure itself, in which case SmartSimple needs to be restarted before continuing. Previously, there was no mechanism to indicate or enforce this so there was a chance that updates would not complete successfully when you initiated many updates at one time. Going forward, the upgrade procedure will force the restart of the SmartSimple application if necessary and stop the updates at that point. A warning message has also been introduced to tell users to come back to the upgrade screen and verify the version after performing an update.
New Ability to Generate Payment Schedules via Workflow
Enhanced workflows to allow you to easily configure and generate payment schedules. New 'activity scheduling' options have been introduced on the create new activity task type within a Level 1 Workflow. These options allow you to enter in details that enable you to then dynamically generate payment activity schedules on the fly.
Enhanced Workflow Variable Processing
Enhanced workflows to allow you to reference field values from other workflow objects when cascading multiple workflows. For example, if you have a Level 1 workflow that triggers a Level 2 workflow, you may now reference fields from the Level 1 record within the Level 2 workflow tasks with a variable reference to @triggerobject.fieldname@.
Simplified Configuration of Website Content Management
Enhanced Website configuration within Content Management with a configurable template for each of your virtual folders and virtual aliases now. The configuration has also been simplified by introducing a link to each Website configuration within the configuration area for Login Screen Content for ease of navigation.
Enhanced Payment Allocation Mapping
Enhanced the Payment Allocation modules to allow you to define different amount aggregation categories outside of the preset ones for tentative, committed, and paid amount.
New Custom Field Permission Quick Edit View
New Permission Quick Edit view within a custom field list allows you to see all the role permissions for each of the fields in a single screen for you to view and update a little easier.
Added Setting for Organization Signup Verification
Added a setting for Organization signup pages using verification services such as IRS to limit the search fields to only the unique organization ID such as EIN. By default the verification search may include other fields such as organization name, etc.
Bug Fix for Single Sign On Creation of New Organization or User
Fixed a bug with Single Sign On where the default organizaton and contact status was not being correctly set when creating a new organization or contact. Also added a setting within the Single Sign On connection configuration to use a specific status for new organizations and contacts instead of the system default.
Added option for UTA Currency Standard Field Hidden Input
Added an option for the UTA currency standard field to have a hidden form input for exrate, excur, and examt in order for you to update the exchange rate and currency attributes while hiding the currency field input from end users.
