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→April 25th 2024 (202404.03)
Watch this video to get a general overview of the new features in this release.
''To watch this video in full screen, please click on the '''full screen''' button on the bottom right.''
==Upgrade Highlights==
* '''+AI''' feature set offers advanced capabilities for automating common tasks, gaining insights, and optimizing processes
* '''Delegation''' feature updated for easier delegate assignment
* New page-level help element provides concise explanations to help you configureduring configuration
* Proximity list views enlarged for ease of readability and improved visual context
* New open options for buttons in portal sections for improved user experience
The settings link for the '''Delegation''' feature has been relocated from the personal settings to the "My Links" section within the User Menu for improved access and visibility.
[[File:2024-03-ticket-151674-1.png|thumb|none|800px|The <strong>Delegation </strong> link will now appear under the “My Links” heading in the user menu.]]
The '''Delegation''' feature gives users the ability to assign delegates who will be able to emulate them within the system for a set period of time. For example, if you will be out of office for vacation, maternity leave, or some other temporary absence, you can now select a delegate (such as a manager or coworker) who will gain the ability to emulate your account and execute your tasks for a set time period. This means you no longer need to temporarily modify role permissions or assign other users to specific records to oversee your tasks. Additionally, this feature is not limited to internal users. External users, such as applicants, could designate a co-applicant to assist with the process of filling out an application on their behalf. Once a user is delegated, they will receive an email notification that they have been selected as a delegate. Once they login, the user will see a new icon in the global header that allows them to temporarily emulate another user.
[[File:2024-03-ticket-151674-2.png|thumb|none|800px|Individuals you have delegated to Delegates will see a new icon in the header which they may can use to emulate your user account for the specified duration you specified.]]
The permissions for the delegation feature is located at '''Global Settings''' > '''Security''' tab > '''System Feature Permissions''' >''' Features''' tab. Under the "Delegation - Roles That Can Delegate" section, set which roles will have the ability to delegate to other users. Under the "Delegation - Roles to Delegate to" section, set the roles that can be delegated ''to''.
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==On-Demand System Upgrades==
The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a Global Administrator:
We introduced a new view option that allows you to see your files in the way that works best for you. Choose between the new "Grid" option or the more traditional "List" layout.
[[File:2024-03-ticket-134562-1.png|thumb|none|800px|The new Grid grid view offers an intuitive visual representation of the files which the user can scan quickly]]
[[File:2024-03-ticket-134562-2.png|thumb|none|800px|The traditional List list view layout offers an efficiently organized view of textual information in a tabular format easily sorted by column header]]
Bulk file actions can be performed by using the checkboxes. Alternatively, you can perform individual file actions by clicking the ellipses icon to the right of each file.
[[File:2024-03-ticket-134562-3.png|thumb|none|800px|Action many files at once Perform bulk file actions by using the check boxes or checkboxes. For single file actions, click the ellipses for single file actionsicon. Note the The options in the left navigation have changed and . Additionally, you can now easily drag and drop files into folders.]]
Search for files based on name in the quick search or advanced search.
[[File:2024-03-ticket-134562-4.png|thumb|none|800px|Quickly find files by searching for the file name using quick search or advanced search. The Advanced advanced search uses exact keywords, and supports wildcards, and wildcard characters ( * ). The advanced search also allows you to search based on file size as well as and date range for when a file was last modified.]]
We have also introduced a new left navigation panel which contains 4 groupings:
* '''FilesFolders''' (previously known as "General") encompasses physical files* '''System FilesFolders''' (previously known as "Configuration Folders") consists of files for system reference, such as document templates or files intended for autoloader and export storage
* '''Quarantined''' (previously known as "Virus Infected Files") contains files that were marked by the uploader as potentially containing a virus
* '''Expired Files''' consists of files that have been marked as "Expired"
To set permission access for '''SmartFolders''', navigate to '''Global Settings''' > '''Security''' Tab > '''System Features''' > '''Features''' and set the desired access. To view the new '''Smartfolders''', navigate to '''Menu Icon''' > '''SmartFolders''' > Toggle on '''Try the new SmartFolders'''.
====SmartSimple +AI Feature Set====
: ''Main Articles: [[AI|+AI Overview]], [[Enabling +AI Within Your System]]''
We have created an array of AI features for clients subscribing to our '''+AI''' service:
* '''[[+AI Directive]]:''' A multi-faceted feature that be used in conjunction with natural language, scripts , and the variable processor to . '''+AI Directive''' can perform many time saving tasks such as analyzing text and automatically populating custom fields, summarizing and translating text, populating custom fields with internet-extracted data, converting text into other formats, and comparing application requests with program objectives and providing a score.
* '''[[+AI Insights]]:''' Create your own custom AI model for data analysis and reporting across multiple records within a UTA. Trained insight models can quickly provide answers that involve aggregation, summarization, and prediction without the need to spend time constructing list view filters and reports.
* '''+AI Assistant:''' Execute actions at the record level such as updating statuses, modifying field values, or creating new fields, activities, and associations. Instead of finding a field and changing a value, use the hands-free voice interface to update the desired field.
Added ability to customize how records and links are opened within a portal section to give system administrators greater flexibility in defining button behavior. For example, if you want users to simply verify their organization profile without extensive editing, you can choose to open the profile within a new modal window. Conversely, if you anticipate users making substantial changes or navigating away from the profile, you may choose to open the organization profile in the current window.
[[File:2024-03-ticket-144909-1.jpg|thumb|none|800px|Easily configure these Configure portal buttons to open records and links in the main window or a separate modal window or in the main window.]]
These new options are accessible through buttons within portal section types like "Banner," "Text Template," and "List View."
[[File:2024-03-ticket-144909-2.png|thumb|none|800px|The configuration Configuration screen of for portal section buttons.]]
<!-- 144909 - Add “open in” options to the portal buttons. -->
==Notes for Admins==
====New Page-Level Help Element====
A new page-level help element has been added to several pages with the purpose of giving clarity by providing concise explanations and guidance so you can easily understand and configure settings with confidence.
This new page level help has been added to the "Colors and Styles" page (located under '''Global Settings''' > '''Branding''' tab) and to new features such as '''+AI Insight''' and '''+AI Assistant'''.
[[File:2024-03-ticket-158593-1.png|thumb|none|800px|An example of new the page -level configuration help that proves concise explanationson the "Colors and Styles" page]]
<!-- 158593 - Page level help -->
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====Report on Expired User Accounts====
Added the ability to report on the '''Enable Access Expiry''' toggle and the '''Expire Date''' field so you can easily track user accounts that have expired and are unable to log in as well as identify users scheduled to lose system access automatically. Access expiration on users is often configured for compliance and security purposes.
====Alternate Authentication with SmartConnect User Access Tokens====
Added the ability to create an OData connection by entering a user access token instead of authenticating with a username and password. To do this, go to '''Global Settings''' > '''Integrations''' tab > '''SmartConnect API''' > '''API Users''' tab > Edit the desired user account and retrieve both the '''Access Token''' and '''Token ID''' from the table. Next, when creating an OData connection, use the '''Token ID''' as the username and the '''Access Token''' as the password. For more information, [[SmartConnect - RESTful API#API_User_Access_Tokens|read our section on user access tokens when configuring SmartConnect]].
<!-- 150174 - Is it possible to authenticate to the OData Feed any way besides basic username/password? -->
====Upload JSON Profile Models via Autoloader====
Added ability to upload JSON profile models via the autoloader to populate information on the profile model tab of the user profile. To use this feature, users can use the People loader (JSON format or CSV format) as they always do, but now they you must define the node name and the JSON data in separate columns. Instead of uploading individual JSON files, the profile data in JSON format should be added to a column in a CSV file. Users can open the CSV file, copy and paste the JSON data into the column, and save the file. When opening the CSV file, double quotation marks ( " ) should be added. It is important not to escape these quotes inside the JSON data as this would make the JSON object/array invalid.
<!-- 150247 - Add ability to upload JSON profile model via autoloader -->
====Exclude Non-Contributing Contacts During When Importing to ORCID Import====Added a new mapping option called "Exclude Contributor Import" to provide control over the contacts that are imported as contributors of the fund/work record to ORCID. This option serves as an exclusion flag, where a value of 1 indicates exclusion, and any other value (including 0, empty, or any other number) or no mapping selected will indicate inclusion (in other words, if the contact has the flag set to 1, they will not be exported from SmartSimple and importedinto ORCID).
<!-- 151038 - Filter Contact List Imported to ORCID -->
Level 0 custom fields (which were deprecated earlier) are now hidden from all areas of the system.
<!-- 148728 - Fully deprecate level 0 custom fields -->
==Service Packs==
====April 25th 2024 (202404.03)====
* Fixed an issue where unresolved variables for the meta tags were displaying on the routing and signup pages.
<!-- 160739 - Issues identified on the Routing Page and the Alternate Pages in the French version of the website. -->
<!--161066 - Variables for metadescription and metarobots on signup pages -->
====April 18th 2024 (202404.02)====
* Fixed an issue related to workflows using the request for approval task where a variable inside a connector condition was not resolving as expected.
<!-- 158451 - Task Owner Delay -->
* Updated the system for improved security.
<!-- 160419 - 312343 M2 - Cross-site Scripting (Post Authentication) - Community Development VA Finding -->
<!-- 160420 - 312343 M5 - Cross Site Request Forgery (CSRF) - Community Development VA Finding -->
====April 11th 2024 (202404.01)====
* Added a new feature called '''+AI Assistant''', designed to streamline actions at the record level. Whether it's updating statuses, altering field values, or creating new fields, activities, and associations, this tool simplifies the process. Instead of manually locating fields and adjusting values, users can now utilize the hands-free voice interface to make updates. To access the '''+AI Assistant''', navigate to the desired Level 1, 2, or 3 record and select the '''Tools''' dropdown. To set up the feature, navigate to the desired UTA > '''Configuration Settings''' > '''Level 1''', '''2''', or '''3''' tab > '''+AI Assistant'''.
<!-- 157488 - AI Assistant Interface -->
* Added the ability to allow users to use the Shift + Enter keyboard combination to insert new lines into the input box on +AI chat windows.
<!-- 158186 - Make work with +AI support shift enter like chatgpt-->
* Updated Disable Inactive Account functionality so that users with access type '''API Access''' will no longer be locked for inactivity.
<!-- 146226 - permanant account for API account -->
* Updated icon selectors on settings pages for enhanced security. Unsupported icons from previous sets will no longer be visible on settings pages. Choose a supported icon and save the settings page if your system has unsupported icons in use.
<!-- 160304 - APR2024 - Burpsuite Security Scan results -->
* Updated the behavior of the '''Version''' toggle within the '''Copy Profile''' feature. When the toggle is not enabled, the copied record will match the current version set on the UTA. Previously, when the toggle was not enabled, the copied record defaulted to the core field set. With the version toggle enabled, new records will continue to be created with the version of the source record.
<!-- 157716 - Copy profile not setting version as expected -->
* Updated the Candid Demographics API to include changes to new and existing data points. In particular, there were updates to category labels, the introduction of category and subcategory IDs, and the addition of new subcategories under "Gender Identity" and "Sexual Orientation".
<!-- 157754 - Implement changes to Candid Demographics API -->
* Updated the behavior of the '''Media Library''' to display a message instead of attempting to display an image with excessively large file dimensions.
<!-- 159018 - Large images uploaded to media library -->
* Updated report interactive view by removing a third-party library.
<!-- 147757 - Update report interactive view code after discontinuation of AngularJS -->
* Updated the '''State''' dropdown for India to include Chhattisgarh, Ladakh and Uttarakhand.
<!-- 159882 - Missing Indian States -->
* Fixed an issue related to how aria labels are applied.
<!-- 158543 - PDF showing code -->
* Fixed an issue with the report export functionality where linked reports were exporting stored values instead of display values.
<!-- 159013 - Report: show display value from dropdown list -->
* Fixed an issue with custom lookup options in dropdown fields, where after you had saved you were not able to select other values.
<!-- 160309 - Custom Lookup options not working -->
* Fixed an issue where the value of the '''Computed - Auto Number''' custom field failed to increment and save as expected when records were created using the '''Copy Profile''' feature. Following the upgrade, inclusion of a '''Computed - Auto Number''' field in the copy profile will auto increment and save.
<!-- 158456 - GoS - Dev - Value in 'Computed - Auto Number' is not Saved on Creation -->
====March 21st 2024 (202403.04)====
* Fixed an issue where an undesired horizontal scroll bar appeared in shortcut portal sections utilizing the "Management" theme.
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* Fixed an issue where the autoloader failed to associate two Level 1 objects within the same UTA after a data migration.
<!-- 159899 - (Autoloader) Association issue between two L1 objects within one UTA -->
====March 18th 2024 (202403.03)====
* Fixed an issue where users were unable to download documents from "Upload - Single File Storage" fields on list views and on "Display - Text and Variables" fields when using object syntax. Users would also see a "Scanning file for viruses" message which was not applicable.
<!-- 159950 - 'Scanning file for viruses' notification on uploaded files. -->
====March 15th 2024 (202403.02)====
* Fixed an issue where the expected visibility of Level 3 activity data (called through variable syntax) was not displaying correctly. This occurred specifically when the Level 2 Advanced Data Table custom field was mapped to Level 3 activities.
<!-- 159911 - Claim tables not visible -->