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Upgrades

662 bytes added, 14:41, 8 April 2013
Current Upgrade Package: March 2013
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=Current Upgrade Package: March April 2013=
The following server will be upgraded on Tuesday, March 12April 9, 2013 at 10pm EST.
:* smartsimple3.biz
The following servers will be upgraded on Thursday, March 14April 11, 2013 at 10pm EST.
:* smartsimple.com
:* smartsimple2.biz
If your organization has a dedicated [[SmartSimple]] server or you host in-house, SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' February 14th.
The following features will be implemented as part of the upgrade cycle commencing in March April 2013:===Universal Tracking Application===*An "Available Templates" setting on the level 2 type page has been added. When a new level 2 type is created, this setting allows the user to select the level 1 templates for which the new level 2 type should be available.<!--19144 - Setting to Batch Update Template Level 2s--><!--19145 - Setting to Batch Update Template Statuses -->*For fields of type “Select Many – Check Boxes” a new “Sort Values To Display Vertically” setting has been added which allows the user to display values of a checkbox field with multiple columns of values in columns.Unchecked: Checked: A B A D C D B E E F C F<!--17647 - Sorting of Checkboxes -->===Workflows===*New task type added for Level 3 workflows: Change Status.<!--10802 - Level 3 Workflow change Status Feature-->===User/Company Signup Pages===*A setting has been added to the user and company sign up pages that disables updating the user or company if an existing match is found. A text box has also been added so that that administrators can enter in a customized alert message that displays when a user tries to update an existing user or company.*The ability to easily configure a hybrid signup page has been enhanced. A drop-down select box has been added to the company sign-up page configuration that allows you to choose an existing contact sign-up page template to use. In the HTML template of the company sign-up page, the @user_form@ SmartSimple variable can be added to retrieve the user sign up form.<!--18748 - company contact signup page enhancements-->Hide Record Lock Person Name Role Settings - Internal People<!--18111 - Do not display the name of the person who has the record open for EDIT ACCESS to external users-->
===List Views===
*Enhanced the current saved search filters to also include your currently selected template/type and status options as well.
*Enhanced the ability to create multiple system list views per user role (previously limited to one system list view per user role).
*New ability to attach a saved search filter to system list views so they can be pre-filtered.
*New ability to manifest a list view as a menu tab. This can be used to update the UTA menu in addition to the current tabs for all Level 1 and all Level 2 objects.
<!--18863 - List View Enhancements-->
===Workflows===
*Enhanced the routing ability of workflow tasks to be able to set the owner of an object (i.e. owner of a Level 1 or Level 2).
<!--13602 - Owner available in level 2 workflows-->
===Standard and Custom Fields===
*New ability to retain options within Select One – Combo Box/Select Many – Check Boxes options that have been retired and are no longer available, but need to be retained for historical value.
<!--17011 - Combo/Check box: retain missing option setting-->
*New ability to sort Select Many – Check Boxes options vertically as well as horizontally.
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