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Template:March2015Upgrade

4,551 bytes added, 15:16, 27 March 2015
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Watch this video to get a '''general overview''' of the new features in our March 2015 upgrade.
{{#ev:youtube|VaXTfssqfr8}}
==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 your server:
 
===Enhanced Multi-Level List Views===
* Enhanced certain list views with the ability to easily display information from multiple levels. Specifically the Level 2 list view can now display Level 1 details, and Contact list views can now display Organization details.
<!-- 35869 - Display L1 fields on L2 List Views -->
 
===Extended Filter Functionality for Personal List Views===
* Extended the ability to attach personal filters to personal list views.
<!-- 30036 - Personal Filters cannot be associated with Personal List Views -->
 
===Extended Modern List View Functionality for Invoices===
* Extended the modern list view functionality to be available for invoices.
<!-- 26405 - Enable New List View for Invoices -->
 
===Added Button for Arcadia Navigation to List Views===
* New view list button introduced within object views in Arcadia to easily navigate back to your list views.
<!-- 35085 - Arcadia navigation to list view/parent -->
 
[[File:Arcadia list view navigation.png| link=|660 px]]<br />
 
===Enhanced File Upload Field 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 -->
 
===Enhanced XML Field Refreshing===
* Enhanced {{ROSV}} type custom fields on the object to refresh after 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 -->
 
===Updated XML Custom Fields to Trigger Status Workflows===
* Update XML custom fields to now 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-->
 
==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:
 
===Enhanced Arcadia X Interface - Panels===
* New ability to configure multiple column layouts in Arcadia X portal design.
<!-- 34607 - Arcadia X Panels-->
 
===Enhanced Arcadia X Interface - Aggregate Portal===
* Enhanced the Arcadia X portal with the ability to display multiple role portals in an aggregate view.
* Extended the configuration of Arcadia X sections into a central area for easy setup.
<!-- 34306 - Arcadia X - Aggregate Portal -->
 
===New XML Display Variable===
* New variable syntax allows you to easily render the HTML formatted display of an XML field.
* Syntax is per section @xml.[fieldname].[section nodename].html@
<!-- 33545 - XML Built-in Display -->
 
===New Custom Field Caption Variable===
* New variable syntax to be able to retrieve the caption of a custom field.
* This can be done by referencing @[fieldname].caption@ or @#[fieldid].caption#@
<!-- 18000 - Standard/Custom Field Caption Property -->
 
===Enhanced Ability to Trigger Workflows on Organizations and Contact Statuses===
* 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 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 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 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 the Security of Company to Company Relationship Feature===
* Enhanced the company to company relationship feature with greater security control.
* More updates for more granular control are upcoming in a future release
<!-- 27695 - Company Relationship -->
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