Difference between revisions of "Template:March2015Upgrade"

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Watch this video to get a '''general overview''' of the new features in our March 2015 upgrade.
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{{#ev:youtube|VaXTfssqfr8}}
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==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 your 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 your server:
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* New view list button introduced within object views in Arcadia to easily navigate back to your 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 -->
 
<!-- 35085 - Arcadia navigation to list view/parent -->
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[[File:Arcadia list view navigation.png| link=|660 px]]<br />
  
 
===Enhanced File Upload Field Refreshing===
 
===Enhanced File Upload Field Refreshing===
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* 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.
 
* 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 -->
 
<!-- 35015 - Refresh read only fields referencing XML -->
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[[File:Arcadia list view navigation.png| link=|660 px]]<br />
 
  
 
===Updated XML Custom Fields to Trigger Status Workflows===
 
===Updated XML Custom Fields to Trigger Status Workflows===
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The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
 
The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
  
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=== Enhanced Arcadia X Interface - Panels===
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===Enhanced Arcadia X Interface - Panels===
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* New ability to configure multiple column layout in Arcadia X portal design.
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* New ability to configure multiple column layouts in Arcadia X portal design.
 
<!-- 34607 - Arcadia X Panels-->
 
<!-- 34607 - Arcadia X Panels-->
  
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=== Enhanced Arcadia X Interface - Aggregate Portal ===
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===Enhanced Arcadia X Interface - Aggregate Portal===
 
* Enhanced the Arcadia X portal with the ability to display multiple role portals in an aggregate view.
 
* Enhanced the Arcadia X portal with the ability to display multiple role portals in an aggregate view.
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* The configuration of Arcadia X section have been separated into a central area for easy setup.
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* Extended the configuration of Arcadia X sections into a central area for easy setup.
 
<!-- 34306 - Arcadia X - Aggregate Portal -->
 
<!-- 34306 - Arcadia X - Aggregate Portal -->
  
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===New XML Built-in Display===
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===New XML Display Variable===
 
* New variable syntax allows you to easily render the HTML formatted display of an XML field.  
 
* 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@
 
* Syntax is per section @xml.[fieldname].[section nodename].html@
 
<!-- 33545 - XML Built-in Display -->
 
<!-- 33545 - XML Built-in Display -->
  
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===Enhanced Ability to Assign Companies to UTA Objects===
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===New Custom Field Caption Variable===
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* New workflow task types introduced with the ability to associate companies to UTA objects.
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* New variable syntax to be able to retrieve the caption of a custom field.
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<!-- 28237 - Workflow - Ability to assign companies to UTA objects -->
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* This can be done by referencing @[fieldname].caption@ or @#[fieldid].caption#@
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<!-- 18000 - Standard/Custom Field Caption Property -->
  
 
===Enhanced Ability to Trigger Workflows on Organizations and Contact Statuses===
 
===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.
 
* 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 -->
 
<!-- 35077 - Workflow triggers on organization and contact statuses -->
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===Enhanced Contact Sign-Up Page===
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* Enhanced contact sign-up page to enable the ability to add a confirm email input.
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<!-- 33518 - Contact signup page confirm email field -->
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===Enhanced Ability to Assign Companies to UTA Objects===
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* New workflow task types introduced with the ability to associate companies to UTA objects.
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<!-- 28237 - Workflow - Ability to assign companies to UTA objects -->
  
 
===Enhanced Amount Standard Fields===
 
===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.
 
* 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 -->
 
<!-- 34952 - Amount Standard Field Enhancements -->
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===Enhanced Contact Sign-Up Page===
 
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* Enhanced contact sign-up page to enable the ability to add a confirm email input.
 
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<!-- 33518 - Contact signup page confirm email field -->
 
  
 
===Enhanced the Security of Company to Company Relationship Feature===
 
===Enhanced the Security of Company to Company Relationship Feature===
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* More updates for more granular control are upcoming in a future release
 
* More updates for more granular control are upcoming in a future release
 
<!-- 27695 - Company Relationship -->
 
<!-- 27695 - Company Relationship -->
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===New Standard/Custom Field Caption Property===
 
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* New variable syntax to be able to retrieve the caption of a custom field.
 
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* This can be done by referencing @[fieldname].caption@ or @#[fieldid].caption#@
 
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<!-- 18000 - Standard/Custom Field Caption Property -->
 

Latest revision as of 11:16, 27 March 2015

Watch this video to get a general overview of the new features in our March 2015 upgrade.

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.

Extended Filter Functionality for Personal List Views

  • Extended the ability to attach personal filters to personal list views.

Extended Modern List View Functionality for Invoices

  • Extended the modern list view functionality to be available 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.

Arcadia list view navigation.png

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.

Enhanced XML Field Refreshing

  • Enhanced Read Only – System Variables 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.

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.

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.

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.

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@

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#@

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.

Enhanced Contact Sign-Up Page

  • Enhanced contact sign-up page to enable the ability to add a confirm email input.

Enhanced Ability to Assign Companies to UTA Objects

  • New workflow task types introduced with the ability to associate 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.

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
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