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===Security Enhancements===
{| borderclass="1" cellpadding="5wikitable"
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!Feature!!Upgrade Date
|May 2012
|+
|The [[Session Timeout]] feature automatically logs out any [[user]] when their session remains inactive for the defined number of minutes. With this upgrade, a [[Timeout Alert]] will be displayed 30 seconds before the session expires to alert the user to the fact that they will be logged out of the system. This feature can be disabled by selecting the "Disable Session Timeout Alert" option under [[Login & Security Settings]] on the [[Global Settings]] page.<br />
[[Image:Sessiontimeoutwarning.jpg|link=|250px|center]]
<br/>If a user's session has expired, they will have the option to re-enter their username and password to save any unsaved changes. <br />
[[Image:SessionExpiredPopUp.jpg|link=|250px|center]]
|June 2013
|The [[User/Contact Security Audit]] feature allows the System Administrator to enable, through [[Manager Permissions]], a security audit log that tracks changes in user roles, [[Enabling_User_Access#Setting_the_Access_Level|user access levels]], [[Enabling_User_Access#Administrator_User_Types|user types]] and password resets. The audit log displays the date/time the change was made, the user that made the change, the old value and the new value.
|June 2013
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|'''Intruder Alert Emails'''
*We've enhanced the feature that sends emails to alert system administrators of unauthorized login attempts. Now multiple recipients can be specified to receive intruder alert emails.<!--23413 - Intruder Email Multiple Users-->
|May 2014
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|'''Enhancement to User Lockout Functionality'''
* System administrators can now define a custom message to display to users when a user is [[Password Policy|locked out]] due to too many failed login attempts.
* This message will only display when a user has been locked out, and attempts to log in again with the correct password. Therefore, no information will be divulged to users that fail their login.<!--15276 - Message when user enters incorrect password-->
|May 2014
|+
|'''Updated System Security and System Visibility Permissions'''
*The previously named [[Manager Permissions]] and [[Advanced Logic]] have been reworked into System Security Permissions and System Visibility Permissions. These can now be found under the [[Business & System Configuration]] section of [[Global Settings]].
*The settings pages have been updated and organized for more intuitive use. Some of the familiar permission names may have changed to more intuitive descriptions as well.
*Visibility Permissions have been enhanced with the ability to select user roles in addition to custom logic.
<!--29177 - Organizing Manager Permissions and Advanced Logic-->
|July 2014
|}
|+
!Feature!!Upgrade Date
|+
|''[[Relating Contacts and Accounts to the Universal Tracking Application#Tabs for Contact and Account Lists|Level 1: Tabs for Contact and Account Lists]]''
You can now associate template formulas with Level 3 items in the same manner as Level 2 and Level 1 items.
|April 2009
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|[[Advanced Logic|Suppress New Level 2 or Level 3 Buttons]]
|May 2009
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|[[Cross-UTA TransactionsTypes#Type Settings|Level 2 Type Tab Label]]* UTA Transactions Currently you can bridge configure Level 2 different UTAs, either Types to be shown on their own tab in the list view at the bottom of Level 1 or at records, with each tab labelled with the name of the Level 2Type it contains.|May 2009|+|[[Status#Submit Button Script (Level 1 Only)|Level 1 Submit Button Script]]* Allows Following this upgrade you will be able to define a script the tab name for any Types that is run when the '''Submit''' button is pressed. The normal Submit button functions are not executed (validation and status change)you wish to have on tabs. * This will allow If you to create a [[Custom Field Type: Special – Browser Script|Browser Script]] that use the same tab name for multiple Types they will perform custom validation of the data appear on the pagesame tab, and can then optionally change the [[status]] or execute the submit function as part of the scriptallowing you to group related Level 2 Types.
|July 2009
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* There are now 2 different types of [[Level 1 Templates]] available. In addition to the Standard Template there is now a '''Skills Matching Template'''.
* The Skills Matching Template allows you to define a set of skills that are related to a particular Level 1 record. In the Contact section of that record a '''Skills Match''' button will appear which will allow you to find contacts that have the relevant skills defined for that [[Entity|entity]].
|[[Record Lock|Record Unlock]]
* The [[Record Lock]] will automatically release all records that have been locked by a user when they log out. This can be used in association with the [[#Automatic Logout|Automatic Logout]] above.
|May 2010
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|[[Batch Update|Transaction Batch Update]]
* Within a [[UTA]] you can use the [[Batch Update]] function to find Transactions that are not linked to a record within the UTA (orphans) and attach them to a selected Level 1 record.
|October 2010
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|Aggregation UTA
* Creating an aggregation UTA will facilitate creating reports that span multiple related UTAs by defining the association between equivalent fields in each UTA.
|May 2011
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|November 2011
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|November 2011
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|New Duplicate Check Settings tab added on Level 1 templates.
<!-- 14692 - duplicate check across L1 -->
|November 2012
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|April 2013
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|For fields On the Security tab of type “the [[Custom_Field_Type:_Select_Many_–_Check_Boxes|Select Many – Check BoxesUTA]]” settings, a new “Sort Values To Display Vertically” setting has been added. This setting allows that, when enabled, will hide the user to select whether multiple columns of values should be ordered horizontally or verticallyname on the [[Record_Lock|Locked Record alert]] from the selected roles. <br>The example below illustrates how values (designated "A" through "F") would be displayed if name of the user who has checked out a checkbox field were to given record will be configured replaced with two columns:<div align=the text "centeranother user">{| class=on the Locked Record alert. The setting caption is "wikitable" style="text-align: centerAnonymize Record Lock Owner Role Settings."|“Sort Values To Display Vertically”<br!--18111 - Do not display the name of the person who has the record open for EDIT ACCESS to external users-->setting is Unchecked:|April 2013|+|'''Level 1 Templates''' – [[Level 1 Templates]] have been enhanced to include the ability to set “Access Roles” and “Creation Roles.” <!--10816 - Access Roles feature for L1 Statuses and Types. -->|May 2013|+|“Sort Values To Display Vertically”<br>'''Filter Owner Based on Organization''' – A new [[Standard_Level_1_Field_List|setting is Checked:]] has been added at level 1 of the UTA Settings page to filter the selection of the Level 1 Owner and restrict the available owners to those contacts that reside under the Level 1 organization.|<!--20113 - Filter Owner Based on Organization-->|A BMay 2013|+|'''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.|August 2013|+|'''Simplified Owner Assignment Configuration'''|A D*The ability to restrict the assignment of contacts to the {{l2}} "Owner" [[standard field]] to a given set of roles has been added to the system. |<!--25029 - Level 2 owner lookup roles-->|C DJanuary 2014|+|'''Simplification of Settings Pages'''*The [[UTA Settings page]]s have been streamlined by reorganizing certain settings options to the standard field configuration pages:<br />''From the [[UTA Settings - Settings|main Settings page]]:''#"Filter People Based on Company"#"Filter Owner Based on Company"#"Enable Branch Lookup"#"Enable External company for Level 1 Branch Standard Field"''From the [[UTA Settings - Security|Security Settings page]]:''#"Default Contact Lookups based on Level One Company"#"Default Company Lookup Category"#"Contact Assignment Role Settings"#"Company Assignment Role Settings"#"Standard Contact Lookup Role Settings"#"Level one Company Lookup Category Settings"''From the [[UTA Settings - Entity|Entity Settings page]]:''|B E#"Enable External Owners"These settings can now be configured by configuring the relevant [[standard fields]] ("Branch," "Owner," "Person," etc.).|<!--25029 - Level 2 owner lookup roles-->|E FJanuary 2014|+|'''Enhancements to Copying Records'''* The permissions for copying {{UTA}} records have been enhanced. * System administrators can define, by role, the permissions for parts of a record that will be copied. See [[Copying_UTA_Records#Setting_Copy_Restrictions|Setting Copy Restrictions]] for more information.* The user interface for the Copy Record page is also simplified.<!--26973 - Copy Enhancements-->|May 2014|+|C F'''Updated UTA Settings Pages'''|*The settings pages for the {{UTA}}have been reworked with various settings moved and consolidated into their appropriate pages. Some of the familiar settings names may have changed to more intuitive descriptions.*The UTA [[Advanced Logic]] setting has been renamed to Visibility Permissions, and have been enhanced with the ability to select user roles in addition to custom logic.</div>*This update is focused on consolidating settings, while the settings interface itself will be updated in the near future for greater ease of use.<!--17647 21123 - Sorting of Checkboxes UTA Settings Pages-->|April 2013July 2014|} ===Autoloader==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[Autoloader|Autoloader Support for XML Files]]* You can now Autoload [[Transactions]] from XML files.|October 2010
|+
|On the Security tab of the [[UTA]] settings, a new setting has been added that, when enabled, will hide the user name on the [[Record_Lock|Locked Record alert]] '''Autoloader Encoding''' When autoloading from CSV files you can now specify if the selected roles. The name of the user who has checked out a given record will be replaced with the text "another user" on the Locked Record alert. The setting caption CSV file is "Anonymize Record Lock Owner Role Settings."<!encoded as UTF-8 or UTF-18111 - Do not display the name of the person who has the record open for EDIT ACCESS 16 to external users-->facilitate special characters.|April 2013November 2011
|+
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|Company Autoloader: Match company field to find parent company, allowing new/updating companies to be managed within a hierarchy.
|May 2009
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|[[Custom Defined Holidays]]* Instead of using the holidays that are built-in to [[SmartSimple]] it is now possible to define which dates should be considered holidays.* When using the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' or ''[[Subtract business days from a given date|isHoliday()]]'' functions, a new variable called ''ssvar_holidays'' can be used to override the system defined holiday dates on that level.* The ''ssvar_holidays'' variable must be included in a [[Browser Script]] custom field on the same level as the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' or ''[[Subtract business days from a given date|isHoliday()]] function.'''Example:''' ssvar_holidays=',2009-01-01,2009-02-16,2009-04-10,2009-05-18,2009-07-01,2009-08-03, 2009-09-07,2009-10-12,2009-12-25,2009-12-26,2009-12-28,2010-01-01,2010-04-02,2010-05-24, 2010-07-01,2010-08-02,2010-09-06,2010-10-11,2010-12-27,2010-12-28,';|May 2010|+|[[:Category:Calendars|List Calendars by Company]]* The list of Calendars that you can view will be grouped by internal and/or external entity. Your calendar (and your Company/Account/Branch) will always be on top.
|October 2010
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|'''New Calendar Format''':
* The style of the SmartSimple [[:Category:Calendars|Calendar]] has been updated and enhanced, allowing new functionality such as the ability to click-and-drag to move events.
* The option to revert back to the classic Calendar style is available by enabling the "Use Classic Calendar" setting on the [[Global Settings]] page.
<!--24352 - enable new calendar-->
|October 2013
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|'''Enhanced Calendar Event Coloring'''
*The calendar has been enhanced with the ability to switch to event-based coloring. Users will be able to switch between event coloring based on [[Event Types|Event Type]] or the current calendar-based coloring on the fly.
*System [[Event Types]] have also been enhanced to allow the setting of custom colors to denote these.
*Event highlighting allows for Event Types to be differentiated by colors e.g. vacation events associated with one color, while meeting events associated with another.
<!--14834 - Calendar switch to event type colouring-->
|July 2014
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|'''New Calendar Event Preview Template'''
*The calendar event preview has been enhanced to allow System Administrators the ability to fully personalize its contents. The event preview can be personalized to display any details from the event.
<!--26090 - Personalizable Calendar event preview pop-up-->
|July 2014
|+
|'''Enhanced UTA Calendar Interface'''
*The UTA calendar has now also been updated to the same modern look and feel as the personal calendar.<!--30422 - update UTA calendar to new calendar-->
|September 2014
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|'''Enhanced calendar functionality checks for scheduling conflicts'''
*You can now enable alerts for scheduling conflicts when creating an event through the SmartSimple calendar.
*When enabled, potential conflicts for anyone associated to a new event will trigger an alert to warn users of the conflict.
*The feature can be enabled on the [[Business_%26_System_Configuration|Global Settings]] page.<!--24746 - Calendar duplicate check-->
|September 2014
|}
<!-- 16880 - Variables in E-Mail From Address -->
|November 2012
|+
|'''Email Template Categories''': When creating an email template, a new feature, "Categories" has been added. 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}} or {{l3}}''
* Contact – ''Email Template will only be available when sending an email from a contact record''
<!--20088 - Email Templates-->
|August 2013
|+
|'''Sending Emails from {{l2}} Records''': System Administrators can now configure {{UTA}}s to allow end users to send emails directly from a {{l2}} record. See [[Integrating_Email_with_the_UTA#Configuring_Level_3_Types_as_Emails|this page]] for instructions.
<!--22522-->
|October 2013
|+
|'''Email Addressing'''
*New functionality allows for the generation of a unique email address for an object or record.
*Emails sent to the address are parsed and attached to the specific object or record. <br />
:[[Image:Email_anything.png|link=|600 px]]
<br />
:[[Image:Email_anything_2.png|link=|600 px]]
|}
===Contacts/Accounts===
* If this [[Manager Permissions|manager permission]] is enabled, a new section will appear on the user's [[Personal Settings#Additional Personal Settings|System Settings]] page that will allow them to select the contact roles they wish to include in the synchronization.
|July 2009
|+
|[[:Category:Variables|Unique Contact Identifier]]
|+
|Contact/Company Ajax Search
The fields that are searched and displayed when using the Ajax Lookup can be defined for Contacts and Companies. The column headings can also be customisedpersonalized.
* User can also specify how many matching records are displayed as Ajax results on their system settings page. (10, 15, 20 or 30)
|May 2011
|November 2012
|+
|A setting has been added to the [[Contact_Sign_Up_Page_Settings|user]] and company sign up pages that disables updating the user or company if an existing match is found. <!--MOVED TO MAY UPGRADE: A text box has also been added so that that administrators can enter in a customized personalized alert message that displays when a user tries to update an existing user or company.-->
|April 2013
|+
<!--21889 - User Picker Search options-->
|July 2013
|+|''Simplified Auditing of Contact/Company Records''*Two new [[standard field]]s, "Created By" and "Created Date," have been added to [[contact]] and company records. Now system administrators can more easily configure their system to stamp a contact or company record with the creator and creation date of the record.<!--25990 - created timestamp for users and companies-->|January 2014|+|System administrators can now pre-define lists of prefixes and suffixes for user names in multiple languages.<!--25192 - How to translate prefix/suffix combo box options-->|January 2014|+|'''Updated Listing Level 2 on Company Record'''*Previously, {{UTA}} {{l2}} activities were shown on company [[profile]]s based upon the assigned users on the Level 2. This has now been extended to also show UTA Level 2 activities on company profiles when the company itself is associated to the Level 2 activity.<!--17106 - Show L2s on Company Record-->|July 2014|+|'''[[Adding_Custom_Fields_to_Company_and_Contact_Information#Field_Availability|Additional Visibility Options]] on Company/Contact Custom Fields (Field Availability)'''* New ability to control which company [[category|categories]] and user [[roles]] global custom fields will be attributed to and visible for.* Using this method, custom fields can be used by multiple categories and roles, and hidden from others, without recourse to complex configuration.* The following settings will be displayed when configuring global user or company type custom fields::[[Image:Category.png|link=|400px]]<br />:[[Image:Role_type.png|link=|400px]]<!--28795 - Company/Contact Custom fields: Add role/contact picker-->|November 2014|+|'''Multiple Sign-Up Pages per Company'''* New functionality allows for the creation of multiple [[:Category:Sign-Up Features|signup pages]] per company. * This can be used to support sign-up pages in different languages, which associate new users to the same company.<!--32652 - Ability to create multiple signup pages to one company-->|November 2014|}
===Data Exchange===
''Note: The Data Exchange feature is primarily used by our Medical Claims Management clients to track Assessments conducted pursuant to Insurance claims.''
{| border="1" cellpadding="5"
|+
!Feature!!Upgrade Date
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|''Note: [[Automatically Unpack Incoming Packages|UTA Data Exchange Automatic Unpack]]* The data exchange can now be configured to automatically unpack incoming packages.|May 2010|+|Data Exchange feature * Settings have been added to specify "preserve template", "preserve type", "reject new template" and "reject new type" (Level 2 and Level 3). Additionally there is primarily used a new setting to prevent the exchange of new Level 2 records. |May 2011|+|[[Data Exchange]]The [[Data Exchange]] has 3 new features:* The data exchange can now be configured to exchange Level 3 activities, restricted by our Medical Claims Management clients [[Status]].* [[Data Exchange Contact Creation]] can be enabled and configured to track Assessments conducted pursuant automatically create a contact upon unpack. For example the contact record for a Claimant can be created based on the First Name, Last Name, Phone Number and other details send as part of a Level 1 record.* The [[Roles]] permitted to Insurance claimsexchange records, notes and view the Exchange History can now be controlled with a Manager Permission.''<BR>(Everyone will be selected by default)|October 2010|+|The Data Exchange feature includes an exchange history for [[Level 2 Entity|Tracking Activities]]. There is now an exchange history page on each individual Tracking Activity (sometimes named "Assessments" or "Services") that shows the entire history of when a specific Tracking Activity was exchanged and the individual that sent/received that specific Tracking Activity.
|July 2013
|}
* Only PDF files stored in a [[Custom Field Type: Link – Single File|Single File]] field will display this information.
|April 2009
|+
|''[[PDF Annotation]]''
*SmartSimple now allows you to add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a multiple-file upload field, PDF documents uploaded to that field can be commented and marked up. Comments, drawings, text strike-throughs and highlights can be added to any PDF without any downloads or browser plug-ins required.<!--24791 - PDF annotation-->
|January 2014
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|'''PDF Annotation''':
*You may now add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a [[Custom Field Type: Link – Multiple Files|multiple file upload field]], PDF documents uploaded to that field can be commented and marked up. Comments and drawing mark-ups can be added to any PDF without any downloads or browser plug-ins required. The annotated PDF can then be saved at any stage as a new file. See the [[PDF Annotation]] article for further details. <!--24791 - PDF annotation-->
|March 2014
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|'''Enhancement to PDF Writer'''
* {{WPV}}s can now be configured to specify the filename for a PDF file generated from that Web Page View. See [[PDF_Writer_Custom_Tags#Specify_PDF_File_Name|this page]] for additional information.<!--22632 - Ability to specify file name for PDF's generated using pdfwriter-->
|May 2014
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|'''New Enforced Naming for Single and Multi-File Uploads'''
*The [[Custom Field Type: Link – Single File|single]] and [[Custom Field Type: Link – Multiple Files|multi-file]] upload custom fields have been enhanced to allow the enforcing of file names on uploads to SmartSimple. This will allow System Administrators to enforce various naming conventions for uploaded files.
<!--29759 - Enforced Custom file naming for Multi and single file upload field type-->
|July 2014
|}
===IntegrationGeocoding / Mapping===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|[[Geocoding]]* The latitude and longitude of an address can now be automatically stored as a property of the user or company.* This will allow calculation of the distance between 2 addresses. For example you could generate a report which indicates how far a given client is from each of your branch offices, listing the nearest first.|October 2009|+|'''Google Map / StreetView''': On a company or contact [[profile]], users can directly open a Google Maps/Street View of the company's or contact's street address.<!--22498 - Google Map and StreetView-->|October 2013|} ===Integration==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|Enhanced PubMed service with the additional ability to search on publication date.
|February 2013
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|Introduced integration with GuideStar service and ability to search their database.
|February 2013
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|'''IRS/CRA/OFAC Automated Checking''':
*The system can now be configured to perform automated verification of [[contact]] records, as well as [[organization]] records, against the OFAC database.
*The settings page to configure the automatic verification of records against the IRS/CRA/OFAC online databases has been simplified.
<!--21591 - IRS/CRA/OFAC Automated Checking-->
|September 2013
|+
|'''Addition of NTEE Code to IRS Database Search'''
*A new column for NTEE code has been added to the [[Organization Search Page|IRS database search form]]. This column can also be mapped back to the organization when it is created.<!--26473 - Retrieval of the NTEE code from the IRS database-->
|May 2014
|+
|'''Improved OFAC checks against contacts'''
*OFAC checks can now be run on demand against an organization and its contacts. This will return the status of any matching organization or contact and give you the ability to clear incorrect matches.<!--28798 - OFACS check against contacts-->
|September 2014
|}
<!--22195 - Filter Manager Permissions and Move Arcadia Permissions to Roles & Permission page -->
|July 2013
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|'''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 personalize 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-->
|August 2013
|+
|'''Revisions to User Interface''': Users of SmartSimple's next generation interface - [[Arcadia]] - may notice minor revisions to the user interface, such as new tab bars and changes to the title bars on records.
<!--23277 - Minor UI changes - Sept. 2013-->
|September 2013
|+
|'''Arcadia - Basing Summary Cross-tab on Standard Fields''':
* One of the key features of SmartSimple's next-generation [[Arcadia]] interface is its [[Summary Matrix]], which displays a cross-tabbed view of the records in a SmartSimple application.
* The default display of the cross-tabbed view is to break out an application's [[status]]es as column headings and its [[templates]] as the row headings:
[[Image:ArcadiaL1SummaryView.png|link=|700px]]
* The September 2013 upgrade allows system administrators to configure the Arcadia interface to enable the Customer, Branch, Person and Owner standard fields as row headings as alternate methods of displaying data summaries.
<!--19468 - Arcadia. Summary cross tab based on standard fields-->
|September 2013
|+
|'''New Icon Sets for Portal pages'''
*New icon sets have been added to the [[Creating_a_Portal_Interface|portal configuration page]], enabling administrators to give their copies of SmartSimple a more contemporary look. The icons can now be chosen directly from the icon preview page. <!--26674 - New Icons-->
|March 2014
|+
|'''Update to Rich Text Editor'''
*The [[Custom Field Type: Text – Rich Text|Rich Text editor]] has been updated and has a new look and feel. This feature allows you to easily add formatting to text input.<!--25735 - Rich Text custom field issue-->
|March 2014
|+
|'''Updated Icon Styles for Mobile Devices'''
*New sets of icons are available to personalize the [[Portal design|user portals]].
*Users on mobile devices will be automatically detected and their portal interface optimized for mobile useability.<!--23845 - Update portal icon style-->
|May 2014
|+
|'''Arcadia X Interface'''
*An easy method of building custom user interfaces is now available.
*''Arcadia X'' allows System Administrators build role-based portals with features such as tab-based navigation, and personalized list views with enhanced filtering and searching options.<!--27977 - Arcadia X Interface-->
|May 2014
|+
|'''Enhanced Date Selection'''
*The date selection window has been updated with a new look and feel.
<!--29540 - enhanced date/time selection-->
[[File:Jquerydatepicker.jpg]]
|July 2014
|+
|'''Enhanced Arcadia Interface'''
The Arcadia interface has undergone several updates to enhance its usability as well as look and feel.
*All tab bars in the Arcadia interface have been updated with a new look and feel.
<!--30106 - Arcadia UI - Tab bar consistency-->
*The header and menu options have been modified to better utilize screen real estate.
<!--30096 - Arcadia UI - changes to Arcadia header-->
*Changes have been made to the button and input styling for improved consistency, look and feel.
<!--30099 - Arcadia UI - Field alignment and style updates-->
*Changes have been made to the display and location of list view action buttons (i.e. delete and batch update) for ease of use and look and feel.
<!--30104 - Arcadia UI - update list view floating action buttons-->
*Modifications to button styling for better look and feel.
<!--30105 - Arcadia UI - Update Button styles for consistency-->
|September 2014
|+
|'''Enhanced ability to open web page views with a lightbox'''
*Enhanced the {{WPV}} custom field with the ability to open up in a [http://en.wikipedia.org/wiki/Lightbox_%28JavaScript%29 lightbox] window instead of a pop-up window.<!--30102 - Arcadia UI - Add open in a light box setting to web page views-->
|September 2014
|+
|'''Enhanced Arcadia Interface'''
The [[:Category:Arcadia|Arcadia interface]] has undergone UI improvements for object pages and behaviour.
* The left-hand menu tabs have been moved to the top of the page for ease of navigation and greater real estate. When one of these menu tabs is selected the main section of fields will be hidden (currently this main section is persistent and remains).
* Similar tabs will be grouped together for ease of navigation and greater real estate.
* Custom fields grouped as tabs will now open up into a lightbox window as opposed to on the page itself.
'''Before'''
:[[Image:Old.png|link=|650 px]]<br />
'''After'''
:[[Image:New.png|link=|660 px]]
<!-- 31423 - Move Arcadia Left (list) tabs to below custom fields in the object -->
|November 2014
|+
|'''Multiple Aliases per Copy of SmartSimple'''
* New functionality allows for the creation of virtual aliases. This feature allows clients to mask the instance URL through the Content Manager.
* For clients with a varied user base that require their own landing page or URL for branding purposes, multiple URLs (example: ''company.smartsimple.com'', ''subcompany.smartsimple.com'') can now be set to bring users to the same copy of SmartSimple.
<!--32304 - Allow multiple aliases per instance-->
|November 2014
|}
|May 2012
|+
|The [[List View]] for Associates/Associations can be customized personalized via the [[Global Settings]] page.
|May 2012
|+
|When you assign an organization to the Organization [[standard fields|standard field]] using the Lookup button, the organization details shown in the list view can now be configured by System Administrators.
|July 2013
|+
|'''Improvements to Arcadia List Views''':
* In SmartSimple's next-generation [[Arcadia]] interface, the column widths of [[list view]]s can be defined.
* List view headings can also be made static, or in other words always be visible at the top of the page when scrolling through a long list of records on a [[list view]].
<!--23751 - Add option for enabling static header for Arcadia list views-->
|October 2013
|+
|'''Simplified List Views for Companies and Contacts'''
*The configuration of [[list views]] for companies and contacts has been simplified, combining the list view settings pages for external and internal companies and contacts. As well, the setup page for [[Configuring Ajax List Views|Ajax Lookup list views]] has been consolidated for external and internal companies and contacts.<!--26075 - Employee Ajax List View is referenced in the Assigned and Contacts fields of Activities instead of the Contact Ajax List View-->
|March 2014
|+
|'''Update to List View Status Colours'''
*The status colour for each row within a UTA List View has been moved to an indicator at the start of the row as opposed to highlighting the entire row.<!--27976 - Arcadia X List View Enhancements-->
|May 2014
|+
|'''List View Improvements'''
* [[List view]]s can now be built so that the entire row is clickable, allowing an easier user experience for accessing individual records.
* As well, list views can be configured to be pre-filtered, so that switching to a list view applies the filter and initially shows only the relevant records.<!--27976 - Arcadia X List View Enhancements-->
|May 2014
|}
===Navigation===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
|+
|'''Recent-Viewed Objects List Now Enabled by Default''':
* The [[Recently Viewed]] panel, a right-hand panel containing a hyperlinked list of the most recently-viewed records, was introduced in the [[September 2013 Upgrade|last month's upgrade]]. With this upgrade, this feature has been updated to be auto-enabled for all roles.
* For roles which should not have access to the [[Recently Viewed]] panel, this feature can be disabled using [[Manager Permissions]].
<!--24356 - auto enable recent list-->
|October 2013
|+
|'''Recent Searches'''
*The system will now store a user's last five sets of search criteria, making it easier to switch between lists of records.
*Select the dropdown under the "Apply Filter" heading of the [[Basic Search]] panel, or the "Saved Filter" heading of the [[Advanced Search]] panel, to see a list of the last five searches performed, under the heading "Last Searches." <!--22590 - Last Searches - List View Enhancement-->
|May 2014
|+
|'''Update to Advanced Searching on Dates'''
*When using date fields as search criteria in [[Advanced Search]], users can now easily specify whether they want records from "Last Year" or "This Year."<!--26618 - Advanced Search Date functions-->
|May 2014
|+
|'''New Ability to modify search query filters'''
*Users now have the ability to make modifications to filters after they have been created. See [[filters]] for further information.<!-- 26362 - ability to update search query of filters-->
|September 2014
|}
|+
!Feature!!Upgrade Date
|+
|[[Advanced Logic|Advanced Logic to Suppress Public Notes]]
* Using [[Advanced Logic]] you are now able to suppress Public Notes at Level 1, Level 2 and Level 3.
|October 2009
|+
|'''Enhancements to Notes Functionality''':
<!--22587 - Notes on Edit Mode-->
|August 2013
|+
|'''Enhanced notes functionality'''
*The [[Notes]] functionality has been extended to transactions.<!--30206 - Notes on Transactions-->
|September 2014
|}
<!-- 12919 - Translate report column headings -->
|November 2012
|+
|'''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-->
|August 2013
|+
|'''New Feature: Reports Caching''':
* [[System Administrator]]s can now schedule reports to be run periodically (daily, weekly, monthly).
* Scheduled reports can be configured to store custom field values to SmartSimple records, allowing for the periodic aggregation of data.
* The following types of SmartSimple records can be updated:
:*[[Organization]] records
:*[[Contact]] records
:*[[UTA]] records, i.e. {{l1}}, {{l2}} and {{l3}} records
* Typical use cases might include:
:* On a monthly basis, automatically storing the total number of reviews that have been performed by a given user on their contact [[profile]].
:* On a weekly basis, automatically updating a user's profile to indicate whether or not timesheets have been filled out in SmartSimple.
:* On a daily basis, automatically updating on a company's [[profile]] a summation of the total number of grants for which contacts of that organization has applied.
<!--22927 - new scheduled reports-->
|September 2013
|+
|'''Setting Alignment of Columns in Report Builder''': Columns in reports can now be set in the Report Builder to be left-, right- or center-aligned without resorting to custom HTML.
<!--13969 - Reporting Enhancements-->
|September 2013
|+
|'''Report Builder Enhancements'''
*The [[Report Builder]] has been enhanced to calculate sub-grouping aggregates and totalling.
*System Administrators will find that this allows them to circumvent the need to build [[subreports]] and build summary reports on their data more quickly.<!--27677 - Report Grouping / Aggregation-->
|May 2014
|}
===SmartFolders===
* When you search within [[SmartFolders]] the results will include both files and folders that match the search term.
|May 2009
|+
|'''Enhanced SmartFolders interface'''
*The SmartFolders interface has been updated with a new look and feel. <!--30092 - Arcadia UI - SmartFolder / organization tree update-->
|September 2014
|}
===Standard/Custom Fields===
{| border="1" cellpadding="5"
|+
!Feature!!Upgrade Date
|+
|''[[UTA Standard Field Settings#Visibility Condition|Standard Field Visibility Control]]''* You can now set visibility logic on standard fields at all levels in the same manner that you set these conditions on custom fields. * To set the visibility logic, navigate to the appropriate standard field screen and enter the condition into the Visibility Condition column.|April 2009|+|[[Custom Field Type: Special – Auto Save|Auto Save Custom Field]]
* This new custom field type automatically saves the current page in the background at a specified interval (5 minutes, 10 minutes, etc.)
* Using the [[Custom Field Type: Special – Auto Save|Auto Save Custom Field]] will ensure that users filling in long forms will have their work automatically saved at the specified interval in case of an Internet outage or connection time-out. Specifically designed for [[Level 1 Templates|Level 1 Template Pages]], but will also work for the internal view of Level 1 records.
When prompted enter the ''[[opportunityid]]'' (Level 1) or ''[[eventid]]'' (Levels 2 & 3) for the relevant record and a pop-up window will appear allowing you to directly edit the data in the selected field for that record.
|October 2009
|+
|[[New Custom Field Type: Special - Spreadsheet|Custom Field Type: Special - Spreadsheet]]
|March 2013
|+
|'''New Field Type Added''' - Lookup – Ajax Options. The new For fields of type “[[Custom Field TypeCustom_Field_Type: Lookup – Ajax Options_Select_Many_–_Check_Boxes|Lookup Select Many – Ajax OptionsCheck Boxes]] field type ” a new “Sort Values To Display Vertically” setting has been added. This setting allows a system administrator the user to create their own [[Ajax lookup]] fieldsselect whether multiple columns of values should be ordered horizontally or vertically. <br>The example below illustrates how values in the (designated "A" through "F") would be displayed if a checkbox field settings can were to be set configured with “store values” and “display values” using the same syntax as the [[Custom Field Typetwo columns: Select One – Combo Box|Select One – Combo Box]] field type.<!div align="center">{| class="wikitable" style="text--11099 - New Field Typealign:Ajax Lookup--center"|“Sort Values To Display Vertically”<br>setting is Unchecked:|||May 2013|+|'''Global User and Company Custom Fields''' - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom fields for companies and contacts, whether or not they are internal or external.|“Sort Values To Display Vertically”<!br>setting is Checked:|--20211 - Global user and company custom fields-->|May 2013A B|||||+|'''Address Types''' – A new setting has been added to Global Settings under the Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact and company records. D<!|--19501 - multiple address enhancements2-->|May 2013C D||||||+B E|'''Upgrades to [[Custom Field Type: Special - XML Data|E F|XML Data Field]]'''*It is now possible to enable the [[Track Changes]] option for XML fields.|<!--21240 - Add Track Changes to XML Data custom field-->|*XML fields now allow for tabbed sections. Example:|[[Image: TabbedXMLfield.png|link=|550pxC F|center]]}</div><!--21470 17647 - Tabbing Divs on XML fieldSorting of Checkboxes -->|June April 2013|} ===Transactions==={| border="1" cellpadding="5"
|+
|'''New Field Type Added''' - Lookup – Ajax Options. The new [[Custom Field Type: Lookup – Ajax Options|Lookup – Ajax Options]] field type allows a system administrator to create their own [[Ajax lookup]] fields. The values in the field settings can be set with “store values” and “display values” using the same syntax as the [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] field type.<!Feature!!Upgrade Date--11099 - New Field Type:Ajax Lookup-->|May 2013
|+
|Transaction Template Formula: server side formulas '''Global User and Company Custom Fields''' - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to be run whenever a transaction is savedshow global custom fields for companies and contacts, whether or not they are internal or external.<!--20211 - Global user and company custom fields-->|May 20122013
|+
|Transaction Template Page: Template page that '''Address Types''' – A new setting has been added to Global Settings under the Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact and company records. <!--19501 - multiple address enhancements2-->|May 2013|+|'''Conditional Lists of Values'''* A new functionality has been added to custom fields to allow lists of values to be dependent upon the values in another custom field. See [[Conditional Lists of Values]] for more information.<!--22853 - Conditional List of Values-->|May 2014|+|'''Enhanced Number Validation and Formatting'''*Custom fields configured to accept number formats now have additional formatting options. *The number format can be used set to be Integer, Currency, Comma-formatted, Decimal, Percentage, or a custom (user-defined) format.*A Precision setting has also been added to validate numeric data to be a whole number, to one through four decimal places, or to the nearest increment of tens, hundreds or thousands.*See the [[Number Format]] page for internal or external entryadditional information.<!--29003 - Number Formatting-->|September 2014|+|'''Updated Functionality for Maximum Character Limit'''* The [[Maximum Length|maximum character/update word limit functionality]] of transactionscustom fields has been updated to allow users to enter content that exceeds the limit initially and then edit appropriately before saving/submitting the record. Content will no longer be truncated if pasted into the field from another source, but the character/word limit will still be enforced on save/submission.<!--27018 - Maximum character counter on multi-line text fields-->:[[Image:Word_counter_limit.png|May 2012link=|600 px]]<br /><br />:[[Image:Error_message.png|link=|300 px]]|November 2014
|+
|'''Enhanced transactions with Usability for Multiple Lookup Fields'''The look and feel of custom fields such as the [[Custom Field Type: Lookup – Ajax Options|Lookup - Ajax Options]] and [[Custom Field Type: Lookup – Entity and People|Lookup - Entity and People]] fields have been enhanced. When the ability fields are configured to enable record lockingallow for multiple selection, the options selected for a given field will be displayed below the field.To de-select an option, simply click on the gray "x" next to the option name. [[Image:Selectuniversity.png|link=]] [[Image:Selecteduniversities.png|link=]]|February 2013November 2014
|}
===Variables Statuses / Variable ProcessorSubmissions===
{| border="1" cellpadding="5"
|+
!Feature!!Upgrade Date
|+
|[[Report VariablesStatus#Status Settings|Report Record Count VariableSubmitted URL Redirect]]* Introduction of a variable that can generate the number of records within a specified report.:<font size=3>@ReportProperty(A ''reportid'Submitted URL',recordcount)@</font>'''Example''': To generate option is now available within the number of records (equivalent submit settings for each Level 1 Status, which will implement an automatic redirect to the number of rows in specified URL based on status when the report) for report with ID 12345 @ReportProperty(12345,recordcount)@record is submitted.* ''This can For example, you may want the user to be used in a [[Web Page returned to their standard Portal View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] to display whenever a record count, as part of [[Submit Logic]], or included in the title of a [[Portal]] shortcut to indicate how many records are at a given status (for example)is closed.''|October May 2009
|+
|[[Template FormulaStatus#Submit Button Script (Level 1 Only)|Assign Level 1 CustomerSubmit Button Script]]* Ability to assign Allows you to define a script that is run when the Customer Level 1 Standard field '''Submit''' button is pressed. The normal Submit button functions are not executed (also called Clientvalidation and status change).:* Example template formulaThis will allow you to create a [[Custom Field Type: ''@opportunity.companyid@=@opportunity.ownerSpecial – Browser Script|Browser Script]] that will perform custom validation of the data on the page, and can then optionally change the [[status]] or execute the submit function as part of the script.companyid@''|October July 2009
|+
|[[Web Page View Field VariablesStatus#Status Settings|User/Company Association ListLevel 2 and Level 3 Submitted URL]]* Ability When the Submit button is pressed for a given [[Status]], instead of remaining on the view of the current record the [[User|user]] will be redirected to use the list syntax '''[#[URL]] defined in this section...#If no [[URL]]''' to show all companies that a user is associated withentered the current record will stay in view.* This was introduced for Level 1 in the last upgrade, or all users associated with a companyand now has expanded to include Level 2 and Level 3.|October July 2009
|+
|[[:Category:Variables|Variable Processor Enhancements]]* for [[Custom Field Type: Display Only – Image|Image]], [[Single File]] and [[Web Page View]] fields, you can obtain a URL to the object using: @''fieldname''.value@or using field ID: @#''fieldid''.value#@ * You can use @''roleid''@ on a UTA Role based [[Custom Field]] to obtain the role ID that the user is assigned with on the Level 1. * For [[Multiple FilesStatuses]] fields you can obtain a count of the number of files stored within the field using now be limited to show only the following syntax: @''fieldname''.numoffiles@or using field ID: @#'Submit'fieldid''button.numoffiles#@|May 2010November 2011
|+
|Currency Formatting* Values can now be changed New ability added to standard currency formats using configure multiple submit buttons on Level 1, 2 and 3 with varying visibility conditions that move the following syntax: ''@format(FIELD NAME,currency,CURRENCYCODE)@''record to various statuses.<!-- 10591 -->|May 2011November 2012
|+
|System Library* A global [[System Variables|System Library]] has been added that can be accessed as system variables. The displaying save and submit buttons ("@SYSTEMBUTTONS@") now available values for level 2 and functions can be found under System Variables on the Global Settings page3 template pages. The syntax is: ''<!-- 16215 - Add @system.library.variable nameSYSTEMBUTTONS@''* When viewing the list of custom fields will identify those that are using [[System Variables|System Library]] variables.support to L2 & L3 template page -->|May 2011November 2012
|+
|'''Bypass Validation Option on Submit Buttons''': System Variable Pre-processing* Variables within Administrators can create submit buttons for records which move the records to a different [[status]] and trigger the field [[validation]] and [[System VariablesSubmit Logic|submit logic]] on that record. A new setting has been added, labelled "Bypass Validation," that will be pre-processed to allow dynamic selection of the appropriate variable. The syntax user to move a record to be used is: ''@system2a different status without triggering the field validation.@variable name@@''* System variables appearing within other system variables is also Administrators will now supportedbe 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. <!--19637 - Submit button option to bypass validation-->|May 2011August 2013
|+
|Global Auto-number* A global auto-number field can be specified as a '''Consolidation of Submit Logic Failure Messages''': In order to assist end users complete forms with multiple [[System VariableSubmit Logic]]. This validations, SmartSimple will allow sequential numbers to be provided across different objects and/or in different UTAsnow display all alert messages configured with [[Submit Logic]] into a consolidated alert window.<!--23325 - Group all failed submit logic into one message-->|May 2011September 2013
|+
|The access level a contact has been given (No Access, User Centric Interface, Administrator or Portal Interface) can be accessed using variables '''@accesstypeid@New Functionality for Save / Save Draft buttons''' * System administrators can now add custom Save and '''@accesstype@'''Save Draft buttons on {{UTA}} records. [[Visibility Condition|Visibility conditions]] and button labels of these can now be controlled.<!--19758 - Visibility of Save and Save Draft buttons-->|May 2014|} ===Transactions==={|November 2011border="1" cellpadding="5"
|+
!Feature!!Upgrade Date|Variable processor support for:+::* Displaying the last time a user logged into the system: '''@me.lastlogin@'''::* Listing all the companies under another company: '''|[[#(object=company) ~name~ #Cross-UTA Transactions]'''::* Displaying Contact/Company association role based custom fields: '''[#(?object=association;)$?afc_customfieldid$#]'''::* Adding business days to a given dateUTA Transactions can bridge 2 different UTAs, either at Level 1 or counting the number of business days between at Level 2 dates: '''SS_FUNC.addbusdays(DATE, BUSINESSDAYS)''' and '''SS_FUNC.countbusdays(FIRSTDATE, SECONDDATE)'''::* Within Report |May 2009|+|Transaction Template Header to obtain the criteria entered by usersFormula: '''@args[1]@, @args[2]@'''::* Within Report Template Header server side formulas to obtain date/time report was be run: '''@runtime@'''::* Passing criteria to reports when using the '''ReportProperty''' variable: '''@ReportProperty(12345,recordcount,"Column Name","Criteria")@''' where criteria whenever a transaction is the answer to ??? on the report. If using variables in the Criteria you should use @ReportProperty2..saved.
|May 2012
|+
|Two new date functions have been addedTransaction Template Page::* '''@date(currentdate)@''' will return current server date as '''YYYY-MM-DD''':* '''@datetime(currentdate)@''' will return current server time as '''YYYY-MM-DD HH:MM:SS'''Template page that can be used for internal or external entry/update of transactions.|October May 2012
|+
|Variables displaying save and submit buttons ("@SYSTEMBUTTONS@") now available for level 2 and 3 template pagesEnhanced transactions with the ability to enable record locking.<!-- 16215 - Add @SYSTEMBUTTONS@ support to L2 & L3 template page -->|November 2012February 2013
|+
|}
===Web FormsVariables / Variable Processor===
{| border="1" cellpadding="5"
|+
!Feature!!Upgrade Date
|+
|[[Web Form StatusReport Variables|Report Record Count Variable]]* [[Web Form]]s now support Introduction of a variable that can generate the number of records within a specified report.:<font size=3>@ReportProperty(''reportid'Status',recordcount)@</font>'' which is changed by a 'Example''Submit': To generate the number of records (equivalent to the number of rows in the report) for report with ID 12345 @ReportProperty(12345,recordcount)@'' button at This can be used in a [[Web Page View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] to display a record count, as part of [[Submit Logic]], or included in the end title of the forma [[Portal]] shortcut to indicate how many records are at a given status (for example).''|May October 2009
|+
|[[Convert Template Formula|Assign Level 1 Customer]]* Ability to assign to the Customer Level 1 Standard field (also called Client).:* Example template formula: ''@opportunity.companyid@=@opportunity.owner.companyid@''|October 2009|+|[[Web Form Page View Field Variables|User/Company Association List]]* Ability to use the list syntax '''[#...#]''' to PDFshow all companies that a user is associated with, or all users associated with a company.|October 2009|+|[[:Category:Variables|Variable Processor Enhancements]]* Completed for [[Custom Field Type: Display Only – Image|Image]], [[Single File]] and [[Web FormPage View]]s fields, you can be converted obtain a URL to pdf the object using : @''fieldname''.value@or using field ID: @#''fieldid''.value#@ * You can use @''roleid''@ on a button UTA Role based [[Custom Field]] to obtain the role ID that the user is assigned with on the Results pageLevel 1.|May 2009|}
|+
|+
|[[Workflow Task Type: Create New Activity|Level 2 Creation]]System Library* The '''Create New Activity''' A global [[:Category:WorkflowsSystem Variables|workflowSystem Library]] has been added that can now be driven by custom fieldsaccessed as system variables. For example, you could have check boxes at Level 1 corresponding to various Level 2 Types. Selecting each check box could create The available values and attach functions can be found under System Variables on the relevant Level 2 activity typeGlobal Settings page.* The syntax is: '''Create New Activity'@system.library.variable name@'' * When viewing the list of custom fields will identify those that are using [[:Category:WorkflowsSystem Variables|workflowSystem Library]] will also trigger any relevant Auto-assignments, Level 2 Workflows and Level 2 Formulasvariables.|May 20092011
|+
|HTML ESystem Variable Pre-mail Formatprocessing* Workflow eVariables within [[System Variables]] will be pre-mails can processed to allow dynamic selection of the appropriate variable. The syntax to be used is: ''@system2.@variable name@@''* System variables appearing within other system variables is also now be sent using HTML format as well as plain textsupported. |May 20092011
|+
|Recurring WorkflowsGlobal Auto-number* Recurring Workflows A global auto-number field can be used to send out e-mails on specified as a daily, weekly or monthly basis[[System Variable]]. * These workflow e-mails can use the '''ReportProperty''' functions mentioned above This will allow sequential numbers to automatically e-mail periodic reportsbe provided across different objects and/or in different UTAs.|May 20102011
|+
|[[Workflow Task Type: People Association|People Association Workflow Task Type]]* A new [[Workflow Task]] allows you to automatically add contacts to Level 1 activities with the role specified in the Workflow Task.The access level a contact has been given (No Access, User Centric Interface, Administrator or Portal Interface) can be accessed using variables '''@accesstypeid@''' and '''@accesstype@'''|May 2010November 2011
|+
|Level Variable processor support for:::* Displaying the last time a user logged into the system: '''@me.lastlogin@'''::* Listing all the companies under another company: '''[#(object=company) ~name~ #]'''::* Displaying Contact/Company association role based custom fields: '''[#(?object=association;)$?afc_customfieldid$#]'''::* Adding business days to a given date, or counting the number of business days between 2 dates: '''SS_FUNC.addbusdays(DATE, BUSINESSDAYS)''' and '''SS_FUNC.countbusdays(FIRSTDATE, SECONDDATE)'''::* Within Report Template Header to obtain the criteria entered by users: '''@args[1 Date Trigger]@, @args[2]@'''::* Workflows associated with Level 1 records can now be set Within Report Template Header to trigger based on a obtain date /time report was run: '''@runtime@'''::* Passing criteria to reports when using the '''ReportProperty''' variable: '''@ReportProperty(12345,recordcount,"Column Name","Criteria")@''' where criteria is the answer to ??? on the Level 1 recordreport. If using variables in the Criteria you should use @ReportProperty2...|May 20102012
|+
|UTA Role Assignment TasksTwo new date functions have been added::* The recipient for these tasks can now be defined '''@date(currentdate)@''' will return current server date as the user that was added to the record.'''YYYY-MM-DD''':* You can include information from the Level one record using variable syntax: '''@datetime(currentdate)@levelone.''customfieldname' will return current server time as '''YYYY-MM-DD HH:MM:SS'''@|May 2010October 2012
|+
|Transaction Workflows* Workflows New variable @sstimezone@ allows you to retrieve the user's timezone setting which can now then be attached used to Transactionscalculate their relative date/time.<!--17466 - Would like to have timezone variable that runs on the report builder-->|May 2010February 2013
|+
|Workflow E'''New setting: [[SmartField View]]''' – This new feature within the custom field configuration page has been added to facilitate the building of [[Custom Field Type: Display Only – Web Page View|Web Page Views]] and for user-mailsdefined printable data summaries. * The e-mail header :A new [[variable]], @SmartFields@, will return [[custom fields]] formatted as they are in view mode. This variable can simplify the configuration of printable Web Page View pages and applies existing security rules to all the custom fields—showing only those fields that are permissible—thus simulating the current view mode of the object contexted to the current user.:Selecting “Include” or “Only display for SmartField View” will include the custom field in the @SmartFields@ [[variable]], which can now be definedincluded in Web Page View fields to reference the selected custom fields. “Only display for SmartField View” will also hide the field from normal viewing. Choosing “Exclude” will prevent the field from being included in the @SmartFields@ variable.<!--11510 - Enhance WPV to use as Print Preview functionality-->|May 20102013
|+
|[[Workflow Task Type: Select User for Next Task|Select User for Next Task]]'''Simplified Display of Uploaded Files'''* This [[Workflow]] Task Type allows the current user A new syntax has been added for referencing files uploaded to select which user will be responsible for a field. You can display uploaded files as a string of text by using the subsequent task@''Fieldname''.filenames()@ variable. The syntax is @''field name''.filenames(''delimiter'')@. * This is necessary if :''Example'': To display a comma separated list of file names of the following task is due files uploaded to be triggered in future, since select a field named '''''Uploaded Files''Let Current User Select''' on , you would enter the subsequent task isnvariable ''@Uploaded Files.filenames(,)@''t possible since the trigger is delayed.<!--21086 - Link - Multiple Files Display-->|March 2014|} ===Web Forms==={|October 2010border="1" cellpadding="5"
|+
|+
|Workflow Requests[[Web Form Status]]* Workflow task types Request for Comment and Request for Approval [[Web Form]]s now support a '''Status''' which is changed by a '''Submit''' button at Level 2 and Level 3 can now be configured to display the record either in view or in edit modeend of the form. |May 20112009
|+
|Workflow IDs will [[Convert Web Form to PDF]]* Completed [[Web Form]]s can be shown in converted to pdf using a button on the list of workflows to facilitate configurationResults page.|May 2009|} ===Workflows==={|November 2011border="1" cellpadding="5"
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|+
|[[Workflow HistoryTask Type: a Manager Permission will enable a tab on Create New Activity|Level 2 Creation]]* The '''Create New Activity''' [[:Category:Workflows|workflow]] can now be driven by custom fields. For example, you could have check boxes at Level 1corresponding to various Level 2 Types. Selecting each check box could create and attach the relevant Level 2 activity type.* The '''Create New Activity''' [[:Category:Workflows|workflow]] will also trigger any relevant Auto-assignments, Level 2 Workflows and Level 3 to display the history of workflows triggered on the entity2 Formulas.|November 2011May 2009
|+
|HTML E-mail Format* Workflow Request ree-assignment: workflow requests (Request for Approval or Request for Comment) mails can now be reassigned on the '''Pending Task''' list viewsent using HTML format as well as plain text.|November 2011May 2009
|+
|Recurring Workflows* Recurring Workflows can be used to send out e-mails on a daily, weekly or monthly basis. * These workflow e-mails can use the '''Update Custom FieldReportProperty''' task type will be available on Company and Contact workflowsfunctions mentioned above to automatically e-mail periodic reports.|May 20122010
|+
|Company and Contact [[Workflow Task Type: People Association|People Association Workflow connectors can be delayed to trigger on a date stored in a Task Type]]* A new [[Custom FieldWorkflow Task]] on allows you to automatically add contacts to Level 1 activities with the Company/Contact recordrole specified in the Workflow Task.|May 20122010
|+
|The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) Level 1 Date Trigger* Workflows associated with Level 1 records can now be defined using variable syntax, rather than being limited set to the list by role. This will allow you to send the same e-mail to multiple roles at the same time rather than creating 2 different tasks. It will also allow you to filter trigger based on a custom field date on the contact, or UTA Contact Role Based custom field(s). For [[Notes]] created against UTA records this will allow you to select recipients by UTA role (or owner/person) rather than system roleLevel 1 record.|May 20122010
|+
|The following '''[[Workflow|workflow]] [[Workflow Task Types|task types]]''' have been added: UTA Role Assignment Tasks::* Add new The recipient for these tasks can now be defined as the userthat was added to the record.::* Remove a user roleYou can include information from the Level one record using variable syntax::* Activate a user::* Deactivate a user@levelone.''customfieldname''@|October 2012May 2010
|+
|"Update Custom Field Value" and "Change Status" tasks have been added Transaction Workflows* Workflows can now be attached to '''transaction''' WorkflowsTransactions.|October 2012May 2010
|+
|New Workflow Task Type: [[Update Standard Field Value|Update Standard Field Value]]. A new workflow task type has been added to allow workflows to update the values of standard fields on Level 1, Level 2, company, contact and transaction records.E-mails<!* The e-- 17819 - Workflow Task for Update Standard Field value has been assigned to Dev Team -->mail header can now be defined.|January 2013May 2010
|+
|Enhanced the routing ability of [[Workflow_TaskWorkflow Task Type: Select User for Next Task|workflow tasksSelect User for Next Task]]* This [[Workflow]] Task Type allows the current user to select which user will be able to set responsible for the owner of an object (i.e. owner of a Level 1 or Level 2)subsequent task.<!--13602 - Owner available * This is necessary if the following task is due to be triggered in level 2 workflows-->future, since select '''Let Current User Select''' on the subsequent task isn't possible since the trigger is delayed.|March 2013October 2010
|+
|New [[Workflow_Task_Types|Create Activity* The Create Activity workflow task type]] added for can now be used at Level 2 to create one or more Level 3 [[workflows]]: Change [[Status]]activities.<!--10802 - Level 3 Workflow change Status Feature-->|April 2013May 2011
|+
|'''Multiple User-Selected Recipients Workflow Requests* Workflow task types Request for Comment and Request for Workflow Messages''': System administrators Approval at Level 2 and Level 3 can configure [[workflow]] tasks now be configured to prompt display 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 record either in view or in an Acknowledgment Workflow]] for further informationedit mode.<!-- 15849 - Workflow routing: let user select many recipients-->|August 2013|} ===Miscellaneous==={| border="1" cellpadding="5"May 2011
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|[[Custom Defined Holidays]]* Instead of using the holidays that are built-in to [[SmartSimple]] it is now possible to define which dates should be considered holidays.* When using the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' or ''[[Subtract business days from a given dateWorkflow_Branching_Logic|isHoliday()Branching Workflows]]'' functions, a new variable called ''ssvar_holidays'' . A logical statement can be used added to override the system defined holiday dates workflow connectors. This will enable workflows to branch based on that levelconditional statements.* The ''ssvar_holidays'' variable must be included in For example: if a [[Browser Script]] custom field on the same level as the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' or ''[[Subtract business days from workflow request is triggered for a given date|isHoliday()]] function.'''Example:''' ssvar_holidays='request exceeding $100,2009-01-01000 it will be sent to Senior Management for approval,2009-02-16while requests under $100,2009-04-10,2009-05-18,2009-07-01,2009-08-03, 2009-09-07,2009-10-12,2009-12-25,2009-12-26,2009-12-28,2010-01-01,2010-04-02,2010-05-24, 2010-07-01,2010-08-02,2010-09-06,2010-10-11,2010-12-27,2010-12-28,';000 will take a different path.|May 2010November 2011
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|System Date & Time* Clients Workflow History: a Manager Permission will enable a tab on dedicated servers that are not configured with automatic time synchronization can set Level 1, Level 2 and Level 3 to display the server date and time history of workflows triggered on the [[Global Settings]] pageentity.|May 2010November 2011
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|[[Advanced Logic]]* The visibility of [[Associations]] on both contact and account profiles now Workflow Request re-assignment: workflow requests (Request for Approval or Request for Comment) can be controlled using Global Advanced Logic.* Within a [[UTA]] the hyperlinks in reassigned on the Level 1 Company [[List View]] can be disabled using [[Advanced Logic]].* Hide Associates on User/Company Profile.* Transactions: Show attribution button'''Pending Task''' list view.|May 2010November 2011
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|[[HCAI Status]]* The status of submissions to HCAI can '''Update Custom Field''' task type will be displayed from the invoice view (or OCF-18 view if enabled). It can also be stored to a custom field available on the Invoice (or Level 2 for OCF-18s) so that it can be displayed within the [[List View]] or [[Reports]]Company and Contact workflows|October 2010May 2012
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|File Upload with Proxy ServerWe have also introduced a new multiple file upload tool that Company and Contact Workflow connectors can be enabled if your office connects delayed to trigger on a date stored in a [[Custom Field]] on the internet via a proxy server.Company/Contact record|May 20112012
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|Message QueueA manager permission has been implemented The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) can now be defined using variable syntax, rather than being limited to the list by role. This will allow you to provide readsend the same e-only access mail to multiple roles at the message queuesame time rather than creating 2 different tasks. Previously only Global Administrators had accessIt will also allow you to filter based on a custom field on the contact, or UTA Contact Role Based custom field(s). For [[Notes]] created against UTA records this will allow you to select recipients by UTA role (or owner/person) rather than system role. |May 20112012
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|Multi-File Upload AppletThe following '''[[Workflow|workflow]] [[Workflow Task Types|task types]]''' have been added: ::* Add new userUse of the multi-file upload tool can be restricted by ::* Remove a user role using ::* Activate a user::* Deactivate a manager permission. user|May 2011October 2012
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|[[Advanced_Search|Advanced Search]]: A more powerful search facility can now be enabled "Update Custom Field Value" and "Change Status" tasks have been added to replace the right-hand search panel within Contacts, Companies and the [[Universal Tracking Application]]. The Advanced search enables quick and easy input of multiple criteria including AND, OR and NOT operands'''transaction''' Workflows.|November 2011October 2012
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|New Workflow Task Type: [[XML Section BuilderUpdate Standard Field Value|Update Standard Field Value]]: An automated tool . A new workflow task type has been added to allow workflows to facilitate creation update the values of XML tables such as budget templates etcstandard fields on Level 1, Level 2, company, contact and transaction records.<!-- 17819 - Workflow Task for Update Standard Field value has been assigned to Dev Team -->|November 2011January 2013
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|Auto-close on Enhanced the routing ability of [[Workflow_Task|workflow tasks]] to be able to set password page: after setting the owner of an object (i.e. owner of a password for a contact the confirmation window will autoLevel 1 or Level 2).<!--13602 -close Owner available in 3 secondslevel 2 workflows-->|November 2011March 2013
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|'''Language Library'''New [[Workflow_Task_Types|task type]] added for Level 3 [[workflows]]: Labels within the system can be custom translated using the Language Library, accessible from Global SettingsChange [[Status]]. The same label can be given different translations for each specific page within the system<!--10802 - Level 3 Workflow change Status Feature-->|November 2011April 2013
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|'''Last SearchMultiple User-Selected Recipients for Workflow Messages''' option : 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 Contact search, Company search and Level 2 / Level 3 searchesfurther information.<!-- 15849 - Workflow routing: let user select many recipients-->|November 2011August 2013
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|'''Creating Multiple PDFs with a Single Workflow Task''': The [[Applicant TrackingWorkflow]] built-in application can now be renamedtask to create a PDF file from a {{WPV}} field has been enhanced to allow System Administrators to configure the task to create multiple PDF files from multiple {{WPV}} fields. This will facilitate its use as See the [[Creating Multiple PDFs with a Volunteer tracking systemSingle Workflow Task]] page for instructions.<!--22494 - generate pdf workflow task ability to create multiple pdfs-->|November 2011October 2013
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|Global Advanced Logic to hide '''Update Company Categories with Workflow Tasks''': A new [[Workflow Task Types|Workflow Task Type]] can been created named [[Workflow Task Type: Update Company Category|Update Company Category]] which can automate the action of adding or removing a [[Client Categories|Organization Chart on Category]] from an [[organization]] [[profile]].<!--23763 - create workflow task to update company recordscategory-->|October 2013|} ===XML==={|November 2011border="1" cellpadding="5"
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|Advanced Date Searching[[Custom Field Type: When using the advanced search Special - XML Data|Custom Field Type: Special - XML Data]]* The XML field type can be used to search store blocks of XML in a date single field (standard or .* Variables can be used to extract values from this block into other custom) you can search using: On, before, after, between or is emptyfields.|May 20122010
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|Pandora '''utarole_add, utarole_remove''' and '''utarole_update''' functions extended [[XML Section Builder]]: An automated tool to create, remove and update consumer/provider relationshipsfacilitate creation of XML tables such as budget templates etc.|May 2012November 2011
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|'''Batch UpdateUpgrades to [[Custom Field Type: Special - XML Data|XML Data Field]]''' Contacts can be added *It is now possible to Level 2 records using batch update when enable the Multiple Contact List is enabled at Level 2[[Track Changes]] option for XML fields.<!--21240 - Add Track Changes to XML Data custom field-->*XML fields now allow for tabbed sections. Example:[[Image: TabbedXMLfield.png|link=|550px|center]]<!--21470 - Tabbing Divs on XML field-->|May 2012June 2013
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|A new setting in email broadcast to choose a user '''XML Field Enhancement'''* Upgraded the [[Custom Field Type: Special - XML Data|XML Data]] custom field as email address instead type to be able to create, edit or delete {{l2}} records on the fly. See [[Managing Level 2 Activities with an XML Section]] for more information.<!--28567 - XML Data Field extension to create L2s-->|May 2014|} ===Miscellaneous==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|System Date & Time* Clients on dedicated servers that are not configured with automatic time synchronization can set the server date and time on the [[Global Settings]] page.|May 2010|+|[[Advanced Logic]]* The visibility of user standard field (e[[Associations]] on both contact and account profiles now can be controlled using Global Advanced Logic.* Within a [[UTA]] the hyperlinks in the Level 1 Company [[List View]] can be disabled using [[Advanced Logic]].* Hide Associates on User/Company Profile.g* Transactions: Show attribution button. alternate e-mail address)|May 20122010
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|[[HCAI Status]]* The status of submissions to HCAI can be displayed from the invoice view (or OCF-18 view if enabled). It can also be stored to a custom field on the Invoice (or Level 2 for OCF-18s) so that it can be displayed within the [[List View]] or [[Reports]]|October 2010|+|File Upload with Proxy ServerWe have also introduced a new multiple file upload tool that can be enabled if your office connects to the internet via a proxy server.|May 2011|+|Message QueueA manager permission has been implemented to provide read-only access to the message queue. Previously only Global Administrators had access. |May 2011|+|Multi-File Upload AppletUse of the multi-file upload tool can be restricted by role using a manager permission. |May 2011|+|[[Advanced_Search|Advanced Search]]: A more powerful search facility can now be enabled to replace the right-hand search panel within Contacts, Companies and the [[Universal Tracking Application]]. The Advanced search enables quick and easy input of multiple criteria including AND, OR and NOT operands.|November 2011|+|Auto-close on set password page: after setting a password for a contact the confirmation window will auto-close in 3 seconds|November 2011|+|'''Language Library''': Labels within the system can be custom translated using the Language Library, accessible from Global Settings. The same label can be given different translations for each specific page within the system|November 2011|+|'''Last Search''' option for Contact search, Company search and Level 2 / Level 3 searches|November 2011|+|The [[Applicant Tracking]] built-in application can now be renamed. This will facilitate its use as a Volunteer tracking system.|November 2011|+|Global Advanced Logic to hide the Organization Chart on company records|November 2011|+|Global Advanced Logic to remove the hyperlinks on the e-mail field and phone number field on contacts and account|November 2011|+|Advanced Date Searching: When using the advanced search to search a date field (standard or custom) you can search using: On, before, after, between or is empty.|May 2012|+|Pandora '''utarole_add, utarole_remove''' and '''utarole_update''' functions extended to create, remove and update consumer/provider relationships.|May 2012|+|'''Batch Update''' Contacts can be added to Level 2 records using batch update when the Multiple Contact List is enabled at Level 2.|May 2012|+|A new setting in email broadcast to choose a user custom field as email address instead of user standard field (e.g. alternate e-mail address)|May 2012|+|A setting to specify where a note type is available in the system. You can '''restrict note types''' available to the following entities:::* Contacts::* Companies::* Events / Activities::* UTA Level 1::* UTA Level 2|October 2012
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|An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can '''restore or purge all records''' in the database that are flagged as deleted.
|October 2012|+|Two new [[Manager Permissions|manager permissions]] have been added for [[Sales Tracking]] [[Working with Opportunities - Overview|Opportunities]]:::* '''"Sales Tracking - Hide Settings Tab"''' - hides the settings tab based on role for Opportunities in Sales Tracking.::* '''"Sales Tracking - Restrict Deleting Opportunities"''' - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.* Provides the ability to access '''rootcompany''' objects through the variable processor.* The maximum number of records that appear in a '''Ajax list''' has increased to '''50'''.* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: '''ssFormatCurrency(num,sym)'''|October 2012|+|Additional instance data available in "Records Storage Summary" hyperlink in Global Settings pertaining to Database and File Storage size.<!-- 16315 - Record Count on Global Setting Page -->|November 2012|+|Basic search allows for searches based on type.|November 2012|+|'''Alert message for unsaved forms''' – In order to mitigate against users navigating away from certain forms without having saved their changes, a setting has been added under Global Settings > Business & System Configuration, which is captioned “Enable warning upon navigation from unsaved forms.” When selected, the user will be presented with a dialog box upon navigating away from an edited, unsaved form asking for confirmation for leaving the page.:This setting applies to the following types of records::* Company profiles;:* Contact profiles;:* Transactions;:* Level One, Two and Three Objects;:* XML pages; and:* any "Tabs" on those objects.<!--20294 - Warning when navigate away without saving [s_editobjcustomfields.jsp ]-->|May 2013|+|'''Notes on Invoices''' - [[Notes]] can now be enabled for invoice records.<!--19908 - Notes on Invoices-->|May 2013
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|Two new '''New Feature: Recently-Viewed Objects''': * When enabled through [[Manager Permissions|manager permissions]] have been added for , a new right-hand panel titled "[[Sales TrackingRecently Viewed]] " can be shown containing a list of the most recently-viewed records. Users can then click on their most recently-viewed records to [[Working with Opportunities - Overviewnavigation|Opportunitiesnavigate]]:easily through the system.::* '''"Sales Tracking The Recently Viewed panel can be locked to always be shown on the right- Hide Settings Tab"''' hand side of the SmartSimple window, or, by default, will close when a recently- hides the settings tab based on role for Opportunities in Sales Trackingviewed record is selected.::* '''"Sales Tracking <!-- Restrict Deleting Opportunities"''' 23152 - restricts deleting Opportunities for specific roles on both List View Record and while editing the Opportunity in the Sales Tracking application.* Provides the ability to access '''rootcompany''' display most recently viewed objects through the variable processor.* The maximum number of records that appear in a '''Ajax list''' has increased to '''50'''.* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: '''ssFormatCurrency(num,sym)'''-->|October 2012September 2013
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|Additional instance data '''Configuration Error Log''' - System Administrators now have a new tool to troubleshoot errors generated by the system when troubleshooting configuration changes. The [[Configuration Error Log]], available in "Records Storage Summary" hyperlink in from the [[Business & System Configuration]] section of the [[Global Settings pertaining to Database and File Storage size]] page, maintains a log of server-side errors.:[[Image:ConfigErrorLog.png|link=|700px]]<!-- 16315 20280 - Record Count on Global Setting Page system error log-->|November 2012October 2013
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|Basic search allows '''New Permission Settings''':* Restriction settings have been introduced for the [[Quick Messages|Quick Messaging]] feature which can be set by role in the [[Email & Email Broadcast Security]] settings page. * Permission Settings have been introduced for searches based on typeaccess to the [[Discussions]] feature which can be set by role in the [[Manager Permissions]] settings page.<!--24095 - new manager restrictions -->|November 2012October 2013
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|'''Alert message for unsaved formsRemember Me Deprecated''' – In order to mitigate against users navigating away from certain forms without having saved their changes, a setting has been added under Global Settings > Business & System Configuration, which is captioned “Enable warning upon navigation from unsaved forms.” When selected, the user will be presented with a dialog box upon navigating away from an edited, unsaved form asking for confirmation for leaving the page.:This setting applies to For security reasons the following types of records::* Company profiles;:* Contact profiles;:* Transactions;:* Level One, Two and Three Objects;:* XML pages; and:* any "TabsRemember Me" setting on those objects.<!--20294 - Warning when navigate away without saving [s_editobjcustomfields.jsp ]-->|May 2013|+|'''Notes on Invoices''' - [[Notes]] can now be enabled for invoice recordsthe login page has been deprecated and removed.<!--19908 - Notes on Invoices-->|May October 2013
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[[Category:Upgrades]]
