Changes

'''==Upcoming Upgrades are released on a monthly basis.'''Schedule=={{Upgrade Schedule}}

The benefits We regularly update the list of this approach are as follows: :* The upgrades will be performed in smaller batches.:* New upgrade features will come and schedule for both the backup and production environments on-stream faster, as we can fast track key enhancements into early updatesthis page.

We This page will provide a list general overview of updates and schedule for both each upgrade, with links to the Wiki articles describing the backup new or updated features and production servers on this Wiki pagehow to use them.

This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to More information around the [[:Category:Newsletter Archives#About_the_System_Upgrade_Process|Technical Journal]] that is sent out prior to each system upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Pageprocess]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here])can be found below.

==System Current Upgrade Process=Package={{March2024Upgrade}}

=About the System Upgrade Process=The objective of the '''System Upgrade Process''' system upgrade process is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgradewithout compromising the integrity of their production system. In order to take advantage of this , you will need to know how to access your backup instance of SmartSimpleCloud. If you need assistance with this , either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.

===Backup For clients on a Private Cloud environment, please review the [[SmartSimple Upgrade Process – Dedicated Server Update===]] page.

===Upgrade Schedule Details==={{Upgrade Schedule Details}} ===Backup Environment Update===* Each [[Backup Server and Testing Instances|backup serverenvironment]] will be updated to the "release candidate" prior to the upgrade date.* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup serverenvironment]] and test the changes against your most current data and configuration.* Internal staff will also be using these servers environments to perform instance specific testing.

* Subject to satisfactory testing on both the pre-production server environments and the production backup serversenvironments, the goGo/no go No-Go decision will be made on the Wednesday at 12:00pmprior to an upgrade release.  

-------- =Current ==Upgrade Package: August 2013= The following server will be upgraded on Tuesday, August 6, 2013 at 10pm EST.:* smartsimple3.biz The following servers will be upgraded on Thursday, August 8, 2013 at 10pm EST.:* smartsimple.com:* smartsimple2.biz:* smartsimple4.biz:* smartsimple.ca:* smartsimple.us:* smartsimple.biz:* smartsimple.ie (after 10pm Local Time):* smartsimple.co.za (after 10pm Local Time):* factorial.ca:* frontdeskinc.net  '''Important:''' The upgrade will be applied to your [[Backup Server and Testing Instances|backup server]] one week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data Feedback and configuration. 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''' August 8. The following features will be implemented as part of the upgrade cycle commencing in August 2013: Watch this video to get a '''general overview''' of the new features in our August 2013 upgrade. {{#ev:youtube|6V6m1HwL0WU}} ''To watch these videos full screen, click on the YouTube link'' Questions==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 If you have questions or need assistance or want to share your server: ===Multiple User-Selected Recipients for Workflow Messages===System administrators can configure [[workflow]] tasks to prompt the user that triggers the workflow to choose the recipient of a workflow-generated email message. With this enhancement, the user can choose multiple recipients of the workflow-generated email message. See [[Selecting Recipients in an Acknowledgment Workflow]] for further information.<!-- 15849 - Workflow routing: let user select many recipients-->===Enhancements to Notes Functionality===* [[Notes]] can now be added to the configuration pages for [[Templates]], [[Types]], [[Status]]es and [[Custom Fields]]. This will allow system administrators to keep track of changes to their system configuration.<!--22531 - Add NOTES linkage to Templates, Types and Custom Fields-->* [[Notes]] are also now available for viewing and editing when a record is in [[Edit mode]].<!--22587 - Notes thoughts on Edit Mode--> ==On-Demand System Upgrades==The following features are also available immediately with the application of the upgrade, but must first be enabled by a System Administrator: ===Bypass Validation Option on Submit Buttons===System Administrators can create submit buttons for records which move the records to a different [[status]] and trigger the field [[validation]] and [[Submit Logic|submit logic]] on that record. A new setting has been added, labelled "Bypass Validation," that will allow the user to move a record to a different status without triggering the field validation. System Administrators will now be able to allow users to change a record back to "Draft" status, for example, without having to fill out all the mandatory fields on a record.<!contact our support team toll--19637 - Submit button option to bypass validation--> ===Subreports can be Linked using Column Values in Main Report===When creating a subreport, system administrators can now specify that the reports should be linked using values from a column of the parent report. This allows for a greater flexibility in creating sub-reports, as administrators are no longer limited to using standard fields to link main reports and subreports, and can now specify a custom field.<!--18937 - Reporting: Pass column value into sub-report criteria--> ===Transaction List Views===[[List Views]] can now be defined for [[transactions]] to match the list view functionality for other system objectsfree at 866.<!--20205 - Transactions - List Views--> ===Email Template Categories===When creating an email template, a new feature, "Categories" has been added239. You can select one of the following options:* General – ''Email Template will be available in all contexts''* UTA Level 1 – ''Email Template will only be available when sending an email from a [[UTA]] {{l1}}''* UTA Level 2 & 3 – ''Email Template will only be available when sending an email from a [[UTA]] {{l2}} 0991 or {{l3}}''* Contact – ''Email Template will only be available when sending an email from a contact record''<!--20088 - Email Templates--> ===Portal Design Enhancements===When designing a [[Creating a Portal Interface|portal interface]], system administrators can choose SmartSimple's "Classic" style with a left navigation bar and shortcut icons, or choose the new "Contemporary" portal design style. Web designers can create custom HTML to customize the "Contemporary" portal design to match the look and feel of your organization's website. A new section has been added to the Portal Design page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and [[System Variables|system variables]] above the user's portal.<!--21857 - New Portal Design--> ===Hide Notification of Locked Record===A new setting has been added to the [[Global Settings]] page labeled "Hide record lock from user who has the record locked." When enabled, this setting will prevent the system from displaying the message notifying a user that they have checked out a record for editing purposes. See [[Record Lock]] for further information.  <!-- We e-mail our Technical Journal in advance of all upgrades. -->If you would like to receive the Technical Journal you may [http://smart.support@smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]  ----

Click on See the links below to find detailed information on previous upgrades.* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.  ===[[Previous Upgrade: August 2013Upgrades]]======[[Previous Upgrade: July 2013]]======[[Previous Upgrade: June 2013]]======[[Previous Upgrade: May 2013]]======[[Previous Upgrade: April 2013]]======[[Previous Upgrade: March 2013]]======[[Previous Upgrade: February 2013]]======[[Previous Upgrade: January 2013]]======[[Previous Upgrade: November 2012]]======[[Previous Upgrade: October 2012]]======[[Previous Upgrade: May 2012]]======[[Previous Upgrade: November 2011]]======[[Previous Upgrade: May 19th 2011]]======[[Previous Upgrade: October 1st 2010]]======[[Previous Upgrade: May 13th 2010]]======[[Previous Upgrade: October 1st 2009]]======[[Previous Upgrade: July 30th 2009]]======[[Previous Upgrade: May 28th 2009]]===page for a list of previously-implemented upgrade features.

[[Category:Upgrades| ]]