Difference between revisions of "Template:November2017Upgrade"

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Private Cloud Production (Managed Upgrades) release date: '''December 14th 2017'''<br />
 
Private Cloud Production (Managed Upgrades) release date: '''December 14th 2017'''<br />
 
Private Cloud Backup (Managed Upgrades) release date: '''November 30th 2017'''
 
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==
 
==Global System Upgrades==
Line 17: Line 24:
 
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.
 
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|frame|none|middle|Grid of shortcut icons]]
+
[[File:shortcuts-1-800px.png|thumb|none|middle|400px|Grid of shortcut icons]]
  
−
[[File:shortcuts-2-800px.png|frame|none|middle|List of shortcuts with aggregate statistics]]
+
[[File:shortcuts-2-800px.png|thumb|none|middle|400px|List of shortcuts with aggregate statistics]]
 
-->
 
-->
  
−
====Bug Fix for User/Company Security Matrices Allow Permissions====
+
====Behaviour Change for User/Company Security Matrices Allow Permissions====
−
Fixed a bug with 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.
+
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-->
 
<!--59597 - User Security Matrix issue-->
  
Line 30: Line 37:
 
# 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.
 
# 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.
 
# 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.
+
# 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.
 
# 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.
 
# 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-->
 
<!--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.
 
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-->
 
<!--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====
 
====Minor Enhancements to User Interface====
Line 43: Line 66:
 
<!--56182 - Improved Ajax lookup-->
 
<!--56182 - Improved Ajax lookup-->
 
<!--59639 - Lookup in iphone/mobile-->
 
<!--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.
 
* Updated display of multiple file field custom fields for improved look and feel.
 
<!--60911 - Improved multiple file field list rendering-->
 
<!--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.
 
* Updated alert messages throughout the system for improved look and feel.
 
<!--60949 - New style for alerts Jquery-confirm-->
 
<!--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 display of tabs throughout the system for improved look and feel.
Line 55: Line 84:
 
* Updated date/time pickers 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-->
 
<!--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.
 
* Removed dotted underline indicator from fields and moved any attributes such as field history, etc., out for greater visibility.
 
<!--58875 - Replace dotted underline labels-->
 
<!--58875 - Replace dotted underline labels-->
  
−
====New Buttons Have Moved Down to List View Action Bar====
+
===='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.
 
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-->
 
<!--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====
 
====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.
 
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-->
 
<!--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====
 
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.
 
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-->
 
<!--61435 - Security audit page-->
 +
 +
[[File:2017-11-securitysummary.png|thumb|none|middle|800px|New System Security Summary page]]
  
 
====Enhancements to SmartCards====
 
====Enhancements to SmartCards====
−
Enhanced SmartCards with greater functionality. 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.
+
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-->
 
<!--59780 - SmartCards UI/UX-->
  
Line 78: Line 115:
 
Enhanced the batch update functionality within list views with the ability to now update specific field values.
 
Enhanced the batch update functionality within list views with the ability to now update specific field values.
 
<!--52806 - Batch update custom 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===
 
===Minor Updates===
  
−
====Bug Fix for Portal Shortcut Display====
+
====Updated Portal Shortcut Display====
−
Fixed a bug with portal shortcuts that did not size them 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.
+
Updated portal shortcuts that were not always being sized consistently. This would have resulted in shortcuts of different sizes in a portal. This has been updated instead with a more consistent styling to the shortcuts.
 
<!--60962 - Shortcut visual fixes-->
 
<!--60962 - Shortcut visual fixes-->
  
−
====Updated Width Setting for Custom Fields====
+
====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.
 
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-->
 
<!--60917 - Field widths-->
Line 93: Line 137:
 
<!--27000 - Reader Log on contacts field-->
 
<!--27000 - Reader Log on contacts field-->
  
−
====Added Brackets into Advanced Search Builder====
+
====Updated Advanced Search Builder for 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.
 
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-->
 
<!--24870 - Advanced Search: expression composer-->
  
−
====Added User Names into Data Exchange Logs====
+
====Added User Names 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.
 
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-->
 
<!--34393 - Data exchange: capturing name of contact sending/unpacking packages-->
Line 123: Line 167:
  
 
====New Geo Mapping Custom Field Type====
 
====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.
+
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-->
 
<!--59432 - New Mapping Custom Field-->
  
−
====New Custom Field====
+
[[File:2017-11-geocode.png|thumb|none|middle|800px|New Geo Mapping custom field allows users to mark up any areas]]
−
61807 - External data source lookup
+
 
−
New custom field type to allow you to look up entities from third party data sources such as IRS
+
====New External Data Source Custom Field Type====
 +
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 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 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-end from assigning a contact from 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 functionality 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====
 
====New Activity Consolidation====
Line 134: Line 189:
 
<!--60937 - reviewer feedback consolidation-->
 
<!--60937 - reviewer feedback consolidation-->
  
−
60939 - Declaration button -  Objective: quick change CURRENT user role by a pre-defined button when user viewing a levelone record (Due Sept 15, 2017)
+
====New Workflow Connector Conditions====
−
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 workflow connector conditions now allow you to easily trigger a workflow task based on the corresponding object type or status.
−
New assignment reminders
+
<!--36808 - More granular built-in workflow trigger configuration/connector options-->
−
 
 
−
36808 - More granular built-in workflow trigger configuration/connector options
 
−
New ability to configure an object type/status into a workflow task connector
 
  
 
===Minor Updates===
 
===Minor Updates===
  
−
51309 - Create a standard template for reports
+
====New Custom Report Template====
−
New sample template for customizing your report templates
+
New template available for reports. You can now find a sample template introduced in the custom template configuration of a report. This makes it easier for you to start with our generic template and further customize the look of your reports if you wish.
−
 
+
<!--51309 - Create a standard template for reports-->
−
52535 - Translation issue: The standard New User and Request Password email require a language setting
 
−
Added language setting for the new user and password reset email templates
 
  
−
57146 - Sign up Page: Add ability to filter by Organization status in Ajax enabled pages
+
====Simplified Language Translation Configuration for New User Email Template====
−
New ability to filter organization search by status in sign up page.
+
Improved the ability to easily configure language translations for new user and password reset email templates.
 +
<!--52535 - Translation issue: The standard New User and Request Password email require a language setting-->
  
−
57702 - CSI Web Integration - add Threshold as Global Setting Option
+
====Updated Sign Up Pages for Status Restriction in Search====
−
New ability to define your own threshold for CSI Web integration to flag a finding
+
Updated sign up pages with the ability to restrict the searching of existing records based upon their status.
 +
<!--57146 - Sign up Page: Add ability to filter by Organization status in Ajax enabled pages-->
  
−
58948 - Notes - Deny View
+
====New Ability to Define CSI Web Verification Service Threshold====
−
New ability to define a deny view permission on note types.
+
New ability to define your own threshold value for when the system should flag a finding with results returned from CSI Web verification services.
 +
<!--57702 - CSI Web Integration - add Threshold as Global Setting Option-->
  
−
59620 - Enhancement - Changes to Emulate Function
+
====Enhanced Notes with Deny View Permission====
−
New ability to restrict emulation mode to only certain user roles
+
Enhanced note types with the ability to configure deny role permissions.
 +
<!--58948 - Notes - Deny View-->
  
−
59814 - Improved Login page (no html CSS rich text exposed)
+
====Updated Emulation Mode with Ability to Restrict Access====
 +
Updated the emulation mode feature with the ability to restrict the user roles of users that you're able to emulate.
 +
<!--59620 - Enhancement - Changes to Emulate Function-->
  
−
60396 - Acknowledgement tasks sending email immediately
+
====Updated Workflow Task Messages with Ability to Send Immediately====
−
New ability to configure a workflow email task to send immediately instead of the default queueing
+
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 immediately-->
  
−
61856 - Security and Policy Settings
+
====Updated Privacy and Security Policies with Role Based Permissions====
−
New ability to role permission policy settings
+
New ability to designated user role settings for privacy and security policies in addition to the current settings for country and language.
 +
<!--61856 - Security and Policy Settings-->
  
−
59676 - GuideStar/Simplify - changes to API (Ref ticket 35722)
+
====Updated GuideStar API Method====
−
New ability to choose the API methodology for Guidestar, SOAP/REST
+
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)-->
  
 
==Beta Previews==
 
==Beta Previews==
  
−
61039 - Discussion Board 2.0
+
====New Discussion Board 2.0====
−
New Discussion Board 2.0
+
New revamped discussion board. This new discussion board offers new features such as the ability to mark a reply post as the best solution to your thread, and the ability to like any post. These features serve to make it easier to navigate the discussion board easily to find the most helpful discussions and answers to your questions.
 +
<!--61039 - Discussion Board 2.0-->
  
 
==Notes for Admins==
 
==Notes for Admins==
  
−
32473 - Implementation efficiency: Text Box - Multiple Lines - default label position
+
====Simplified Configuration of Text Box - Multiple Lines Custom Field====
−
Default label position above on the multi-line 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 position-->
−
41485 - Accounting Fields
 
−
New standard fields in the Accounting module
 
−
 
 
−
53297 - Disabling workflows on instance
 
−
New ability to disable all workflows in an instance
 
  
−
54467 - Autoloader for L1/L2 to Orgs/Contacts Associations
+
====New Ability to Disable Workflows from Triggering====
−
New ability to import associations between UTA level 1 and level 2 objects, to organizations and contacts
+
New ability to disable all workflows from triggering. You will find a setting in the Global Settings that will allow you to disable and re-enable workflows from triggering. This can be used when you're importing or batch updating records and don't want workflows and notifications to trigger.
 +
<!--53297 - Disabling workflows on instance-->
  
−
58522 - Organization Primary Contact
+
====Enhanced Autoloader with Ability to Import Contact and Organization Associations====
−
New ability to enable associated contacts to be designated as the primary contact of an organization
+
Enhanced the autoloader with the ability to import contact and organization associations to UTA level 1 and 2 records.
 +
<!--54467 - Autoloader for L1/L2 to Orgs/Contacts Associations-->
  
−
58954 - Easy way to resize XML columns
+
====New Ability to Designate Associated Contacts as Primary Contact of Organization====
−
New ability to customize the widths of XML columns
+
New ability to designate a contact as the primary contact for multiple organizations that they are associated to. A setting in the Global Settings will enable you to do this.
 +
<!--58522 - Organization Primary Contact-->
  
−
59458 - Option to rename Activities tab
+
====Simplified the Configuration of Column Widths within XML Section Builder====
−
New ability to rename the activities tab under an organization or contact record
+
Simplified the XML Section Builder of the Special - XML Data custom field by allowing you to explicitly define the column widths in order to easily refine the layout of your table.
 +
<!--58954 - Easy way to resize XML columns-->
  
−
61187 - Allow move Dynamic Control subfields to Main Custom Field list
+
====New Ability to Move Custom Fields up a Level====
−
New ability to move custom fields up from dynamic control fields, as well as from types to global
+
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 list-->

Latest revision as of 16:05, 12 February 2018

Contents

General Details

Upgrade Dates

Public Cloud Production release date: November 30th 2017
Public Cloud Backup release date: November 14th 2017

Private Cloud Production (Managed Upgrades) release date: December 14th 2017
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.

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 their server:

Major Updates

Behaviour Change for User/Company Security Matrices Allow Permissions

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.

Major Enhancements to User Interface

Record, or object, pages have been updated for improved user experience and usability. Specific changes include:

  1. 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.
  2. Notes will also be moved into the new left menu panel.
  3. 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.
  4. 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.
  5. 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.

Before:

UTA level 1 record before the upgrade
How the contacts tab functions pre-upgrade

After:

UTA level 1 record after the upgrade
How the contacts tab functions post-upgrade
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.

New profile card view on contact and organization profiles

Minor Enhancements to User Interface

Several minor enhancements to the interface have been made for improved user experience, and look and feel. Specific changes include:

  • Updated look up lists for greater consistency and mobile responsiveness.
New lookup lists
  • Updated display of multiple file field custom fields for improved look and feel.
New file upload lists
  • Updated alert messages throughout the system for improved look and feel.
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.
New time picker
  • Removed dotted underline indicator from fields and moved any attributes such as field history, etc., out for greater visibility.

'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.

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.

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.

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.

Enhanced Batch Update for Specific Fields

Enhanced the batch update functionality within list views with the ability to now update specific 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.

Simplified login screen configuration with the new preview panel on the right

Minor Updates

Updated Portal Shortcut Display

Updated portal shortcuts that were not always being sized consistently. This would have resulted in shortcuts of different sizes in a portal. This has been updated instead with a more consistent styling to the shortcuts.

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.

Extended Reader Log Functionality to Organizations and Contacts

Extended the reader log functionality to organization and contact records. You can now log when organization and contact records are viewed.

Updated Advanced Search Builder for 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.

Added User Names 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.

Updated Tabbed List Views with Ability to Search

Updated tabbed list views with the ability to further search and filter the results. For example, when you have multiple tabbed level 2 list views you can now search within each.

Extended Report Interactive View for Internet Enabled Reports

Extended report interactive view for internet enabled reports. Previously internet enabled and externally accessed reports were not capable of this.

Updated Annotations to Allow Editing Before Submission

Updated the annotations feature to allow you to edit any annotations that you just created before you submit the form.

New Ability to Search Media Library Fields

Updated the sub fields for each media library custom field to now be searchable.

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 System Administrator:

Major Updates

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.

New Geo Mapping custom field allows users to mark up any areas

New External Data Source Custom Field Type

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.

Simplified Configuration of Provider/Consumer Creation Buttons

New 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 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.

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-end from assigning a contact from 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 functionality 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.

New Activity Consolidation

New ability to consolidate level 3 activities up to a single level 2 activity. This feature takes a copy of multiple level 2 activities and copies their level 3 activities into a brand new consolidated activity. For example, in the research management space where you have multiple review activities, each with their own comment activities, you may wish to copy and consolidate the reviews into a single combined review in order to publish.

New Workflow Connector Conditions

New workflow connector conditions now allow you to easily trigger a workflow task based on the corresponding object type or status.

Minor Updates

New Custom Report Template

New template available for reports. You can now find a sample template introduced in the custom template configuration of a report. This makes it easier for you to start with our generic template and further customize the look of your reports if you wish.

Simplified Language Translation Configuration for New User Email Template

Improved the ability to easily configure language translations for new user and password reset email templates.

Updated Sign Up Pages for Status Restriction in Search

Updated sign up pages with the ability to restrict the searching of existing records based upon their status.

New Ability to Define CSI Web Verification Service Threshold

New ability to define your own threshold value for when the system should flag a finding with results returned from CSI Web verification services.

Enhanced Notes with Deny View Permission

Enhanced note types with the ability to configure deny role permissions.

Updated Emulation Mode with Ability to Restrict Access

Updated the emulation mode feature with the ability to restrict the user roles of users that you're able to emulate.

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.

Updated Privacy and Security Policies with Role Based Permissions

New ability to designated user role settings for privacy and security policies in addition to the current settings for country and language.

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.

Beta Previews

New Discussion Board 2.0

New revamped discussion board. This new discussion board offers new features such as the ability to mark a reply post as the best solution to your thread, and the ability to like any post. These features serve to make it easier to navigate the discussion board easily to find the most helpful discussions and answers to your questions.

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.

New Ability to Disable Workflows from Triggering

New ability to disable all workflows from triggering. You will find a setting in the Global Settings that will allow you to disable and re-enable workflows from triggering. This can be used when you're importing or batch updating records and don't want workflows and notifications to trigger.

Enhanced Autoloader with Ability to Import Contact and Organization Associations

Enhanced the autoloader with the ability to import contact and organization associations to UTA level 1 and 2 records.

New Ability to Designate Associated Contacts as Primary Contact of Organization

New ability to designate a contact as the primary contact for multiple organizations that they are associated to. A setting in the Global Settings will enable you to do this.

Simplified the Configuration of Column Widths within XML Section Builder

Simplified the XML Section Builder of the Special - XML Data custom field by allowing you to explicitly define the column widths in order to easily refine the layout of your table.

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.

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