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Template:March2015Upgrade

97 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 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 --> ===Refresh Read Only Fields Referencing XML===* New functionality to refresh {{ROSV}} type custom fields on the object when 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.<!Multi-- 35015 - Refresh read only fields referencing XML --> ===Enhanced Level 2 List Views===* Enhanced Level 2 certain list views with the ability to also easily display information from multiple levels. Specifically the Level 2 list view can now display Level 1 fieldsdetails, and Contact list views can now display Organization details.
<!-- 35869 - Display L1 fields on L2 List Views -->
===Extended list views to invoices===* Extended the Modern List View Filter Functionality to be Available for Invoices.<!-- 26405 - Enable New Personal List View for Invoices --> ===Extended Personal FiltersViews===
* Extended the ability to attach personal filters to personal list views.
<!-- 30036 - Personal Filters cannot be associated with Personal List Views -->
===Enhanced 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 view. Preview upgrades removed back to your list view. Previous upgrades removed the persistent UTA list navigation menus for real estate, so this list button is to address the functionality gapviews.
<!-- 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===* Enhanced 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-->
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 layout 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.
* The Extended the configuration of Arcadia X section have been separated sections into a central area for easy setup.
<!-- 34306 - Arcadia X - Aggregate Portal -->
===New XML Built-in DisplayVariable===
* 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 -->
===Enhanced Ability to Assign Companies to UTA ObjectsNew Custom Field Caption Variable===* New workflow task types introduced with the ability variable syntax to associate companies be able to UTA objectsretrieve the caption of a custom field.* This can be done by referencing @[fieldname].caption@ or @#[fieldid].caption#@<!-- 28237 - Workflow 18000 - Ability to assign companies to UTA objects 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 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 the Security of Company to Company Relationship Feature===
* More updates for more granular control are upcoming in a future release
<!-- 27695 - Company Relationship -->
 
===New Standard/Custom Field Caption Property===
* 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 -->
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