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Template:March2015Upgrade

618 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 file upload field view refreshingMulti-Level List Views===* Enhanced file upload fields certain list views with the ability to automaticallyrefresh easily display information from multiple levels. Specifically the file Level 2 list view can now display Level 1 details, and Contact list views can now display after upload without the need to re-save theobjectOrganization details.<!-- 33368 35869 - Update Arcadia menu headings Display L1 fields on L2 List Views -->
===Updated Menu OptionsExtended Filter Functionality for Personal List Views===* Updates have been made Extended the ability to the menu options for improved consolidation and ease of navigation. The previous Communications menu has been renamed attach personal filters to Tools and various applications such as Email Broadcast, SmartFolders...etc. have been moved into this menupersonal list views.<!-- 35016 30036 - Refresh file field view (single and multi) after uploading files Personal Filters cannot be associated with Personal List Views -->
===Enhanced Custom Extended Modern List View ExportFunctionality for Invoices===* Enhanced Extended the modern list view functionality with the ability to specify custom export templates to allow be available for greater flexibility and ease of exportinginvoices.<!-- 35015 26405 - Refresh read only fields referencing XML Enable New List View for Invoices -->
===New Adjustable Added Button for Arcadia Navigation to List View Column WidthsViews===* Enhanced list New view functionality allows for adjustable column widths. Administrators can set default column widths for list button introduced within object views while every user can further adjust the columns widths in Arcadia to their personal likingeasily navigate back to your list views.<!-- 35085 - Arcadia navigation to list view/parent -->
:[[ImageFile:Adjustable widthArcadia list view navigation.png|link=|650 660 px]]<br /><!-- 32956 - Adjustable list view column width -->
===New Fixed Column Headings in ReportsEnhanced File Upload Field Refreshing===* Enhanced Reports with fixed floating headers nowfile upload fields to automatically refresh the file list display after upload without the need to re-save the object.<!-- 22783 - Non35016 -scrollable/fixed position column headings in reports Refresh file field view (single and multi) after uploading files -->
===Enhanced Recurring Event UpdatesXML Field Refreshing===* Enhanced {{ROSV}} type custom fields on the recurring events in object to refresh after saving an XML field. This will eliminate the calendar with need to re-save the ability object in order to bulk update display the assigned contactschanges made to an XML field.<!-- 28857 35015 - Update Recurring Event Button Refresh read only fields referencing XML -->
===Enhanced Duplicate Check for Additional Updated XML Custom Fieldsto Trigger Status Workflows===* Updated Duplicate Check functionality to be able to target all Update XML custom fields. Previously, not all to now automatically trigger status workflows when the XML custom fields were available for selectionfield is configured to create/edit Level 2 or Level 3 child objects.<!-- 31709 34683 - Duplicate Check 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 Statuses for Companies and Contactsability to configure multiple column layouts in Arcadia X portal design.<!-- 34607 - Arcadia X Panels--> ===Enhanced Arcadia X Interface - Aggregate Portal===* Extended Enhanced the Arcadia X portal with the status standard field and functionality ability to Companies and Contactsdisplay multiple role portals in an aggregate view. This allows * Extended the configuration of Arcadia X sections into a central area for stronger validation via submit logic validationeasy setup.<!-- 28796 34306 - Arcadia X - Aggregate Portal -- Add Statuses and Submit Buttons > ===New XML Display Variable===* New variable syntax allows you to Companieseasily render the HTML formatted display of an XML field. * Syntax is per section @xml.[fieldname].[section nodename].html@<!-- 33545 - XML Built-in Display -->
===New Customized Naming of MS Word Merge DocumentsCustom Field Caption Variable===* New ability variable syntax to dynamically generate be able to retrieve the name caption of MSWord Merge documents at run timea custom field.* This can be done by referencing @[fieldname].caption@ or @#[fieldid].caption#@<!-- 14652 18000 - File name on MSWord Merge Standard/Custom Field Caption Property -->
===New Import Interface for Autoloader ImportsEnhanced Ability to Trigger Workflows on Organizations and Contact Statuses===* New import wizard page ability for uploading files into SmartFolders connected organization and contact workflows to Autoloader importsnow trigger on status change. Workflows triggered on status change will run after any current existing workflows that trigger on new/modified.<!-- 33017 35077 - Import interface to connect to smartfolder Workflow triggers on organization and autoloader contact statuses -->
===Updated Save Splash ScreenEnhanced Contact Sign-Up Page===* The SmartSimple save in progress splash screen has been changed Enhanced contact sign-up page to enable the ability to add a more generic animationconfirm email input.<!-- 33568 33518 - Update Save screen to have a more modern spinner Icon Contact signup page confirm email field -->
==Beta Previews=Enhanced Ability to Assign Companies to UTA Objects===The following features are available for beta preview. For a sneak peek, please contact your SmartSimple administrator for more information* New workflow task types introduced with the ability to associate companies to UTA objects.<!-- 28237 - Workflow - Ability to assign companies to UTA objects -->
===New Custom Field VersioningEnhanced Amount Standard Fields===* New custom Enhanced the Level 2 amount standard field version feature introduces the ability to create different versions of UTA fields.* Snapshots can be taken of different custom field configurations within a UTA and activated at a desired time. Objects will then be viewed or edited in allow the context entry of the snapshot in which they were created.This will allow you to easily maintain historic versions of applications negative numbers as well as you make changes ability to the current applicationdisplay with currency formatting.<!-- 32832 34952 - Custom Amount Standard Field Versioning Enhancements -->
===New Ability Enhanced the Security of Company to Change Order of Standard FieldsCompany Relationship Feature===* New ability Enhanced the company to change the order of standard fields. They can now be arranged amongst custom fieldscompany relationship feature with greater security control.* More updates for more granular control are upcoming in a future release<!-- 30093 27695 - New custom field type as standard field container Company Relationship -->
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