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Template:August2019Upgrade

2,355 bytes added, 13:53, 1 October 2019
New Tab Bar Feature
Watch this video to get a general overview of the new features in this release.
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''To watch this video in full screen, please click on the '''full screen''' button on the bottom right.''
New Application Connectivity Summary feature introduced to help admins visualize the layout of their SmartSimple system by rendering the consumer provider relationship between all applications. This can be found in the Tracking Applications menu that lists all applications.
<!--89354 - Relational diagram of UTA showing consumer provider connections-->
[[File:2019-08-ticket-89354-1.png|thumb|none|500px|The Application Connectivity Summary diagram shows the relationship between consumers consumer and provider tracking applications.]]
====Added Options to Quick Assignment Feature====
===Minor Updates===
 
====Added Admin Options to User Menu for Simplified Auditing and Management====
New user options to allow Global Administrators to easily review the login history, as well as review the user settings for other users. Now, when viewing other users, administrators will have menu options to review the last login sessions of the user, as well as their personal user settings to help you better audit and investigate issues.
<!--18845 - Expose More User Login Details-->
[[File:2019-08-ticket-18845-1.png|thumb|none|500px|The detailed log of a user’s activity as seen in the Login History window.]]
====Enhanced Notifications Area with Added Categories====
Added a record count to the menu tabs of record lists within a record so you can easily see how many contacts, organizations, or activities are associated to a record.
<!--84172 - CRM/Orgs - counts of contacts and applications-->
[[File:2019-08-ticket-84172-1.png|thumb|none|500px|Record counts will now display for items in the left navigation such as contacts, organizations and activities.]]
====Updated Behaviour of Shortcut Links to List Views====
<!--88781 - Notes feature on List Views-->
<!--88813 - List view variable flags-->
 
[[File:2019-08-ticket-88813-1.png|thumb|none|500px|In the list view builder you can now easily identify which fields are configured in a column.]]
====Enhanced Alerting Options for SmartCards====
====Added Audit Logging for Changes to UTA Formulas====
Added audit logging to UTA Formulas to now on level 1, 2 and 3 (excluding type specific formulas). Now you can track changes for changes made to UTA formula configurations.
<!--87300 - Change log on template formula-->
===Major Updates===
 
====Extended the Linked Record List Custom Field for use with UTA Level 2 and Consumer Provider====
Extended the Linked Record List custom field type to be available for UTA Level 2 records now. This will allow you to easily create an interface that allows someone to create and modify Level 3 activity records, or contact and company associations on a Level 2. We've also extended this field type with the ability to control consumer provider associations now too. This will allow you to simplify and further personalize the system interface to make it easier for your users to manage complex associations between records.
====Extended the Group Email Functionality for use with Organization List Views====
Extended the Group Email functionality to be available for Organization list views now. You can enable this in the Global Settings, > Security > System Visibility Permissions, > Miscellaneous Logicand under Enable Contact Group Email and Enable Organization Group Email enter into Logic, 1=1.
<!--88592 - Organization Group Email to Primary Contact-->
Enhanced the Excel Parser feature with the ability to map and update activity records per row defined in the Excel sheet. Previously, this feature was limited to mapping each activity record to an entire Excel sheet or tab, but you can now do so for each row in the sheet. When configuring the custom field, a new attribute [rowasrecord] has been introduced in order to specify that each row be mapped to an activity record. By default, the value of this attribute will be false, but when set to true, each row within the defined section of Excel sheet will be mapped to an activity. For example, you can use this custom field on a UTA Level 1 record to parse uploaded Excel sheets, and create or update the corresponding and associated Level 2 activities.
<!--89676 - Enhance Excel Parser feature to create records by row in excel sheet rather than just by each sheet-->
 
[[File:2019-08-ticket-89676-1.png|thumb|none|500px|An Excel sheet setup to create activities for each row, can be seen on the left. The Syntax used to accomplish the creation of activities per row with the Upload – Multiple Files Storage field, can be seen on the right.]]
====New Integration with Charity Navigator for Organization Verification====
New version of Attribute Matching functionality introduced with an updated interface and behaviour. In Global Settings, Users tab, we've introduced a new option under the Attribute Matching setting to select the previous Classic style, or the new Contemporary style. This update simplifies the interface for users to enter the attributes on both their user profile, as well as for staff entering attributes on the UTA records. You will no longer need to create custom fields on the UTA record and set them as attributes for matching. Instead, when entering the matching criteria on the UTA record, you will simply be able to choose the user-based custom fields that are flagged as attributes. You will also now be limited to setting only a single measurable per attribute category, for example, for a category of "Professional Experience", all attributes under this category can only have one measurable scale, e.g. under 1 year;under 3 years;5+ years. Previously, there was the ability to let the user select the measurable scale to use, but in order to simplify the user experience, as well as the matching process, the selection of the measurable scale will be set by the system administrator. This is the first phase of updating the attribute matching functionality, and the actual matching feature between users and UTA records will also be revamped in a future update.
<!--89383 - Skills matching UI-->
[[File:2019-08-ticket-89383-1.png|thumb|none|500px|The new version of attribute matching functionality showing how a user can enter or modify attributes.]]
====Enhanced Amortization Calculator with New Options====
Enhanced the SmartCheck validation engine with the ability to check the word count of input fields on the form. This gives you the ability to configure overall word count restrictions across multiple fields, whereas currently you can only apply word count restrictions per field. For example, you could specify a max word count that limits the sum of words across the whole of five different fields. Within SmartCheck validation, you can now use syntax like the below to evaluate the number of words in a field input:
<pre>form.getWordCount("cf_[custom field name]")
</pre>
<!--73641 - Word count restriction over multiple fields-->
 
====New Custom Field Type for Lookup of Medical Subject Heading Codes====
New custom field type Lookup - MeSH Codes introduced to allow your users to easily search for and select the standard medical subject codes. This field will allow you to easily search for, and then select one or multiple codes.
===Minor Updates===
 
====Extended the Use of Parent Dependent Option Filtering for use with Lookup - Autocomplete Options Custom Fields====
Extended the functionality for parent dependent option filtering for select-type custom fields, to include Lookup - Autocomplete Options type custom fields. You will now be able to use these field types as either the parent or child field of parent dependent option filtering.
Updated the autoloader with the ability to send email notifications in the case that any records failed to process. Instead of sending completion logs after every file, you can now set the completion logs to only send when a record failure is detected.
<!--89230 - Autoloader record processing error notification-->
 
====DAMVAD Similarity Identification====
Our partner, DAMVAD Analytics has designed a Similarity Identification integration. This integration can be used to identify plagiarism as well as find and evaluate similar applications. To use this integration you will need a token from DAMVAD Analytics. Learn more about the [[DAMVAD_Analytics|DAMVAD Analytics Integration]].
<!--84261, 89310, 89342, 89950, 89957, 90459 -->
 
[[File:damvad-2019-3.png|thumb|none|500px|See the multiple line custom fields for the current application and a similar application side by side. Notice the lines that are similar are hyperlinked and the similarity value is given.]]
==Beta Previews==
 
====New Interface for Association List Views Within Record====
New interface available for use with user and organization association List Views within a record. A future update will automatically update your system to use this revamped interface, but for now you can have a sneak peek by deselecting the "Use Classic Association Entry View" setting within Global Settings, Classic Options. This new interface removes a bit of the clutter surrounding the association List Views, as well as makes it easier to add multiple users or organizations using different search criteria to a record. For example, from a UTA Level 1 record, when viewing the list of associated users, in order to add other users there will be a single plus button which will open up a screen that will allow you to perform multiple searches, select multiple people, and associate them all at the same time to the record. Previously, you were limited to performing a single search at a time and adding the users to the record in multiple actions.
<!--55962 - revamp multiple association list views within record-->
[[File:2019-08-ticket-55962-1.png|thumb|none|500px|Adding a user to a record using the improved version of association entry.]]
====New Tab Bar Feature====
New [[Tab Bar ]] feature to help improve productivity and user experience for your users. This new option will allow users to open multiple workspace screens, and work with them concurrently. You will also have the option to enable multi-tasking, which builds upon the previous split screen features, and now provides greater freedom and independence with the navigation in each tab. This new multi-tasking mode will allow you to easily compare any two tabs that you have open for a stronger and more intuitive way to work with different records concurrently. To enable this feature # Go to menu icon > Global Settings > Security tab > System Feature Permissions > Feature Permission Tab > Scroll down to Enable Tab bar Access. Add the desired roles and click save.# Logout and back in.# Go to the user menu and select Enable Tab bar. To learn more visit the full [[Tab Bar]] wiki article. 
<!--67908 - Split screen within a L1 to allow for searching/opening other L1s-->
[[File:2019-08-ticket-67908-1.png|thumb|none|500px|The new optional Tab Bar feature showing a record and user. You can navigate, compare and edit different records concurrently using the tab bar at the bottom.]]
==Notes for Admins==
Smartstaff, administrator
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