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→Overview
Private Cloud Production (Managed Upgrades) release date: '''December 14th 2017'''<br />
Private Cloud Backup (Managed Upgrades) release date: '''November 30th 2017'''
==Overview==
Watch this video to get a '''general overview''' of the new features in our November 2017 upgrade.
''To watch this video in full screen, please click on the '''full screen''' button on the bottom right.''
{{#ev:youtube|P_Jl5RLprgk}}
==Global System Upgrades==
Enhanced ability to configure portal shortcuts in any portal section. Instead of being limited to just a single section for all your shortcuts you may now add shortcuts to any portal section. You can also connect a shortcut to a list view in order to display aggregation summaries on the shortcut itself in the portal and to navigate to the list view.
[[File:shortcuts-1-800px.png|framethumb|none|middle|400px|Grid of shortcut icons]]
[[File:shortcuts-2-800px.png|framethumb|none|middle|400px|List of shortcuts with aggregate statistics]]
-->
====Bug Fix Behaviour Change for User/Company Security Matrices Allow Permissions====Fixed a bug with Updated the User/Company security matrices, where allow permissions were being more restrictive rather than additive as they should be. Previously, if there was a user with two roles where one was set to allow edit of all other roles, and the other was set to allow edit of only one role, the user was restricted to only editing the latter. This upgrade will change the behaviour instead to combine the allow permissions in addition to each other.
<!--59597 - User Security Matrix issue-->
# Lists of associated organizations, contacts, activities, etc. will be moved into a new left menu panel. The 'More' menu options will also be moved into this left menu.
# Notes will also be moved into the new left menu panel.
# Tabs created by Title Bar custom fields may move up to the top of the page depending on the layout of your custom fields. These tabs are now sticky and stay at the top of the page as you scroll down. This keeps all your navigation options always visible for greater ease of use.
# Any fields positioned above the set of Title Bar custom field tabs may become grouped into a new General tab. Currently, these fields always display at the top of the record as you scroll through the custom field tabs. However, the upcoming changes means that these fields will be hidden as you scroll through the custom field tabs. Note, that this change will not apply to systems that have generated a display order and customized the arrangement of standard fields.
# With these changes comes a new ability to dock the associated lists into a right-pane. This means that you'll be able to see the associated organizations and contacts concurrently with the application form.
<!--60909 - Revised object pages-->
'''Before:'''
[[File:2017-11-object-before-1.png|thumb|none|middle|800px|UTA level 1 record before the upgrade]]
[[File:2017-11-object-before-2.png|thumb|none|middle|800px|How the contacts tab functions pre-upgrade]]
'''After:'''
[[File:2017-11-object-after-1.png|thumb|none|middle|800px|UTA level 1 record after the upgrade]]
[[File:2017-11-object-after-3.png|thumb|none|middle|800px|How the contacts tab functions post-upgrade]]
[[File:2017-11-object-after-2.png|thumb|none|middle|800px|New docking mode allows you to simultaneously view the main record page and contacts at the same time]]
Organization and contact record pages have also been updated for an improved look and feel. The default profile card has been updated with a new look.
<!--56545 - Contact/organization Card-->
[[File:2017-11-contact-profile.png|thumb|none|middle|800px|New profile card view on contact and organization profiles]]
====Minor Enhancements to User Interface====
<!--56182 - Improved Ajax lookup-->
<!--59639 - Lookup in iphone/mobile-->
[[File:2017-11-lookup.png|thumb|none|middle|400px|New lookup lists]]
* Updated display of multiple file field custom fields for improved look and feel.
<!--60911 - Improved multiple file field list rendering-->
[[File:2017-11-multipleupload.png|thumb|none|middle|600px|New file upload lists]]
* Updated alert messages throughout the system for improved look and feel.
<!--60949 - New style for alerts Jquery-confirm-->
[[File:2017-11-alert.png|thumb|none|middle|400px|New alerts]]
* Updated display of tabs throughout the system for improved look and feel.
* Updated date/time pickers throughout the system for improved look and feel.
<!--60966 - Improved Start/End Time and Date Picker-->
[[File:2017-11-datetime.png|thumb|none|middle|600px|New time picker]]
* Removed dotted underline indicator from fields and moved any attributes such as field history, etc., out for greater visibility.
<!--58875 - Replace dotted underline labels-->
===='New ' Buttons Have Moved Down to List View Action Bar====
The buttons to create new records has been moved from the top action bar down into the action bar of a list view. This was done for improved ease of use and consistency. With this change we've been able to enhance list views to more easily create objects of that type. For example, within a level 1 application, if you have the level 2 activities tabbed out into different types, e.g. reviews, payments, etc., you will be able to directly create those activities from the tabbed list view. Also due to this change, we've removed the ability to create new level 2s from within an organization record.
<!--60920 - Move new button above list-->
[[File:2017-11-level2fromlevel1button.png|thumb|none|middle|800px|UTA level 1 record showing level 2 lists and the new button to create activities within the list]]
====Enhanced List Views Maps====
The map feature for list views has been updated for an improved experience and greater functionality. You can now dive into a record and specify the various addresses associated to the record whether it be from associated organizations or contacts.
<!--42294 - Maps Feature in List View-->
[[File:2017-11-map.png|thumb|none|middle|800px|Enhanced list view map]]
====New System Security Summary Page====
New System Security Summary page lets you easily review the security of your system at a glance. You can review this page regularly to identify any deprecated features still in use in your system, as well as any new features that we suggest you start using. A short description is included with each of the points to help you better assess the associated risks involved. This page can be found in Global Settings.
<!--61435 - Security audit page-->
[[File:2017-11-securitysummary.png|thumb|none|middle|800px|New System Security Summary page]]
====Enhancements to SmartCards====
Enhanced SmartCards with greater functionality. You can now expand each SmartCard and work with the records listed within almost like a list view. When sharing SmartCards with others, you can now also allow them to modify the list of records within the SmartCard too. On the flip side, you can also hide any SmartCard that has been shared with you that you don't want to see. You will also be notified via email any time someone shares a SmartCard with you.
<!--59780 - SmartCards UI/UX-->
Enhanced the batch update functionality within list views with the ability to now update specific field values.
<!--52806 - Batch update custom field values-->
====Simplified Configuration of Login and Sign Up Page Templates====
Updated the configuration screens for login and sign up pages with easy field settings. You can now easily create great looking default pages without any configuration of HTML or CSS syntax. We've also introduced a new preview panel into the configuration screen of the login page. This panel will show you in real-time what your page will look like with your edits as you make them. Look out for this preview panel to be introduced in other areas in future updates.
<!--58652 - hide confirmation template on org signup page when not used-->
<!--59814 - Improved Login page (no html CSS rich text exposed)-->
[[File:2017-11-login.png|thumb|none|middle|800px|Simplified login screen configuration with the new preview panel on the right]]
===Minor Updates===
====Bug Fix for Updated Portal Shortcut Display====Fixed a bug with Updated portal shortcuts that did were not size them always being sized consistently all the time. This would have resulted in shortcuts of all different sizes in a portal. This has been updated instead with a more consistent styling to the shortcuts.
<!--60962 - Shortcut visual fixes-->
====Updated Simplified Width Setting for Custom Fields====
Updated the width setting for custom fields from a free text box instead to a select combo-box. This makes the creation of custom fields and forms even easier by having pre-set, and default field sizes. Fields that already have a value set for their width will still retain their previous setting.
<!--60917 - Field widths-->
<!--27000 - Reader Log on contacts field-->
====Added Brackets into Updated Advanced Search Builderfor Stronger Searching====
Added the ability to configure brackets into the advanced search expression builder. This gives a greater ability to create stronger search queries for your list views.
<!--24870 - Advanced Search: expression composer-->
====Added User Names into for Data Exchange Logs====
Added the names of the sender as well as receiver of data exchange packages into the logs for easier troubleshooting. The data exchange feature is mainly used by the case management space.
<!--34393 - Data exchange: capturing name of contact sending/unpacking packages-->
====New Geo Mapping Custom Field Type====
New custom field available for geographical mapping. With this field you can allow your users to easily mark up a Google integrated map by dropping pins, or drawing areas for all of your mapping needs. The ability to draw anywhere on the map solves the issue of defining geographical areas that do not have a street address that you can find.
<!--59432 - New Mapping Custom Field-->
[[File:2017-11-geocode.png|thumb|none|middle|800px|New Geo Mapping custom field allows users to mark up any areas]] ====New External Data Source Custom FieldType====New custom field available for searching external data sources. The first service offered is a new integration with Google Civic Information API. This allows you to, for example, search any U.S. residential address to identity who represents that address at each elected level of government. Look out for additional data sources to be added to this field type in future updates.<!--61807 - External data source lookup--> ====Simplified Configuration of Provider/Consumer Creation Buttons====New custom field type simplified configurations available in order for users to create consumer records under provider records. For example, in the research grants space you might have a program/call manager application (the provider), underneath which you allow you applicants to apply for grants underneath these umbrella programs within a submission/grant manager application (the consumer). This new feature simplifies the configuration of new programs/calls and determining if and when applicants can apply to these.<!--62699 - Systematize UTA Provider/Consumer Apply Button--> ====Simplified Contact Assignment Module====New easily configurable module for contact assignment and invitation to collaborate. Specifically designed for UTA provider-consumer related records, there are several new features to handle the process end-to look up entities -end from assigning a contact from third party data sources a provider record to consumer records, to email notifications and reminders, to the acceptance or decline of these. While your systems may already contain such as IRSfunctionality these new features introduce an easy to configure and easy to maintain method for this. An example process is in the research grant management space, and the panel assignment of reviewers from a panel manager to their corresponding grant applications.<!--60939 - Declaration button - Objective: quick change CURRENT user role by a pre-defined button when user viewing a levelone record (Due Sept 15, 2017)--><!--60941 - Assignment reminder - Objective: sending reminder to contact who have assigned to an levelone contact who have not changed to another role yet (Due Sept 15, 2017)-->
====New Activity Consolidation====
<!--60937 - reviewer feedback consolidation-->
===Minor Updates===
====Updated Workflow Task Messages with Ability to Send Immediately====Updated workflow tasks with the ability to send a message immediately as opposed to waiting 5 minutes for the automated scheduler to process the message.<!--60396 - Acknowledgement tasks sending email immediatelyNew ability to configure a workflow email task to send immediately instead of the default queueing-->
====Updated GuideStar API Method====Updated GuideStar integration with the ability for you to choose whether to use the SOAP or REST API methods. Depending on your GuideStar license and account you can select the appropriate API methodology.<!--59676 - GuideStar/Simplify - changes to API (Ref ticket 35722)New ability to choose the API methodology for Guidestar, SOAP/REST-->
==Beta Previews==
==Notes for Admins==
====Simplified Configuration of Text Box - Multiple Lines Custom Field====Simplified the configuration of the Text Box - Multiple Lines custom field by defaulting the label position above the field and the width to full screen width as the recommended setting.<!--32473 - Implementation efficiency: Text Box - Multiple Lines - default label positionDefault label position above on the multi-line custom field 41485 - Accounting FieldsNew standard fields in the Accounting module 53297 - Disabling workflows on instanceNew ability to disable all workflows in an instance>
====New Ability to Move Custom Fields up a Level====You can now move fields contained within a Dynamic Control custom field up and out of the Dynamic Control field. You can also move fields from under type specific records up to the global common field set.<!--61187 - Allow move Dynamic Control subfields to Main Custom Field listNew ability to move custom fields up from dynamic control fields, as well as from types to global-->
