Previous Upgrade: February 2018

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General Details

Upgrade Dates

Public Cloud Production release date: February 22nd 2018
Public Cloud Backup release date: February 7th 2018

Private Cloud Production (Managed Upgrades) release date: March 8th 2018
Private Cloud Backup (Managed Upgrades) release date: February 22nd 2018


Watch this video to get a general overview of the new features in our February 2018 upgrade.

To watch this video in full screen, please click on the full screen button on the bottom right.

Global System Upgrades

The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to their server:

Major Updates

Deprecation of User Types

Deprecated the user options for the access type of User Centric or Applicant Interface, and the user type of Local User Administrator. This is to simplify the user settings page by removing these older and redundant options. Current users that are of either of these types will still remain as such. However, you will no longer be able to select these user types when editing the roles and access of a new user.

There will still be a method to create User Centric or Applicant Interface users through the deprecated Applicant Tracking application and user sign ups.

There will no longer be a method to designate new Local User Administrators. We encourage you to replace these users by configuring the User/Company Security Matrix or the able to activate permission within the roles and permissions.

Note that the change in user type and access will also take effect in areas that retrieve or display such values such as from API calls, reports, or field audit history.

Simplified Configuration Pages

Simplified several common configuration pages. We've reduced the available options for these pages down to a small basic set, and introduced an advanced options toggle if you really need to see the more complex options. This helps separate the most important options that you need from the clutter of rarely used options.

Stronger default settings have also been introduced in order to further simplify configuration. For example, the field type selection within the custom field configuration page has been updated for greater simplicity. The field types have been re-organized, and you'll notice new options such as 'Text Box - Date' that eliminate the need to specify formatting validations.

Please note that some options have also been re-labelled or re-located from where you're used to for improved organization and intuitiveness.

The affected configuration pages are as follows; custom field, UTA types, UTA statuses, submit buttons, workflows.

Note that the change in the names of custom field types will also take effect in areas that retrieve or display such meta data such as from API calls or reports of custom fields.

The following is a full list of changes to the field types.

Pre-Upgrade Name Post Upgrade Name Post Upgrade Grouping
Display Only - External Entity Details Display - External Organization Details Classic Types
Display Only - Image Upload - Image Common Input Types
Display Only - Web Page View Special - Web Page View Special Control Types
Dynamic Data - Dynamic Control Field Select One - Dynamic Dropdown List Special Input Types
Select One - Dynamic Radio Buttons Special Input Types
Link - Multiple Files Upload - Multiple Files Storage Common Input Types
Link - Single File Upload - Single File Storage Common Input Types
Lookup - Address Validation Special - Address Lookup Classic Types
Lookup - Ajax Options Lookup - Autocomplete Options Common Input Types
Lookup - Entity and People Lookup - Organization and People Classic Types
Lookup - External Entity Lookup - External Organization Classic Types
Read Only - System Variables Display - Text and Variables Display Control Types
Read Only - Text Display - Text Display Control Types
Select One - Combo Box Select One - Dropdown List Common Input Types
Select One - Radio Buttons Common Input Types
Select One - Internal Entity Select One - Internal Organization Dropdown List Classic Types
Select One - Internal People Select One - Internal People Dropdown List Classic Types
Select One - Ledger Code Select One - Ledger Code Dropdown List Classic Types
Special - Auto Number Computed - Auto Number Computed Input Types
Special - Calculated Value Computed - Calculated Date Computed Input Types
Computed - Calculated Number Computed Input Types
Computed - Calculated Value Computed Input Types
Special - Hidden Value Computed - Hidden Value Computed Input Types
Special - In-Line Data Grid Special - Basic Data Table Special Input Types
Special - XML Data Special - Advanced Data Table Special Input Types
Store Value - System Variables Computed - Variable Value Computed Input Types
Computed - Variable Number Computed Input Types
Computed - Variable Date Computed Input Types
Text Box - Multiple Lines Text Box - Text Multiple Lines Common Input Types
Text Box - Rich Text Special - Rich Text Special Input Types
Text Box - Single Line Text Box - Date Common Input Types
Text Box - Date and Time Common Input Types
Text Box - Number Common Input Types
Text Box - Phone Number Common Input Types
Text Box - Text Single Line Common Input Types
N/A Text Box - Email Common Input Types
Title Bar - Multiple Columns Layout - Tabbed Section Display Control Types
Layout - Title Bar Display Control Types

Simplified User Creation and Modification

Simplified the interface surrounding the creation and modification of user records and access. The screens and options for creating a user and setting their access have been streamlined. A new access symbol has also been introduced on user profiles to indicate whether they are enabled for login access, and to allow you to easily activate an de-activate them.

Simplified user access and roles options

Enhanced File Upload Interface

Enhanced the interface for file uploads. We have introduced an improved list view for a better experience with more options. You can click the file name to download directly or select multiple files to download in bulk. More options have been added for each file such as the ability to rename your files on the fly.

Enhanced file upload list view
New ability to rename files

Updated Behaviour of Company Password Policy

Updated the behaviour of the user challenge question setting in the password policy. Now if an organization has a password policy set with a blank challenge question the system will correctly use this blank setting. Previously, in this situation the system would recursively look up the organization hierarchy for a challenge question setting to see if it could find one set in a parent organization.

New Hierarchical Record Navigation Bar

New navigation bar at the top of the page will let you easily navigate between related records. This feature has been introduced for UTA Level 1, 2, and 3 records, as well as organization and people records. If desired, it can be hidden via a feature permission.

New hierarchical record navigation bar

Enhanced Configuration Mode

Enhanced Configuration Mode with the ability to create new fields, as well as edit different version fields when you have SmartVersioning enabled. This makes it easier than ever to update your forms.

Updated Transaction Interface

Updated interface for transaction records to match the rest of the system interface with the left hand tab menu.

Updated Archive Schedule

Updated the Archive Scheduler feature with more options for normalization and formatting. You now have the option of normalizing the separate custom fields sheet into each of the other object type sheets, as well as define your own column and record delimiter. We've also introduced a 90-day retention policy on this feature where archive files older than 90 days will be automatically deleted.

Minor Updates

Simplified Portal Link Generation

Simplified the creation of portal links. A new URL lookup feature has been introduced in order to help you easily generate your menu links.

New URL look up feature

New Ability to Name Report Exports

New ability to configure a default name for report exports.

Enhanced Report Builder with Column Drag and Drop

Enhanced the interface of the Report Builder configuration. You can now drag and drop columns to re-arrange them, and delete columns a lot easier.

Enhanced Data Table Section Builder with Column Drag and Drop

Enhanced the interface of the Advanced Data Table custom field section builder. You can now drag and drop columns to re-arrange them, and delete columns a lot easier.

Extended Split Screen Mode to UTA Level 1 Company or Owner Records

Extended Split Screen mode to allow you to also view the company or owner records of a UTA Level 1 as well.

Added Audit History for System Variable Changes

Added change audit function for System Variables in order to track changes to the configuration of these.

Updated Tracking Activities Assignment Workflow

Updated the workflow type for Tracking Activities Assignment to function similarly to the UTA Role Assignment type. Previously, the Tracking Activities Assignment was limited to just being triggered on assignment of the owner and assigned contact fields, but can now trigger on multiple contact associations as well. UTA Level 2 types have also been updated with the ability to select multiple active contact assignment workflows to function similarly to the UTA Level 1 type.

Added Searchable IRS Attributes

Added support for more searchable attributes in the IRS search page. You can now also search for Ruling Date, Tax Period, and Asset Code.

On-Demand System Upgrades

The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:

Minor Updates

Added Variables to Generate System Links

Added new variables to generate a link to a specific record. For example, to create a link in an email notification that directs the recipient to a specific record, you no longer have to construct the link by hand.

The new variables are:

  • @objtoken@ (returns just the token parameter of the curren record, for example, '123456'. Example usage, https://@loginurl@?desttoken=@objtoken@)
  • @objtoken_view@ (similar to above but for view mode of an object)
  • @objtoken_loginurl@ (returns the entire URL for you, for example, ''. * Example usage, https://@objtoken_loginurl@)
  • @objtoken_view_loginurl@ (similar to above but for view mode of an object)
  • @loginurl@ (returns the login URL for your instance, for example, ''. Example usage, https://@loginurl@?desttoken=@objtoken@)

Added Variables to Display Standard Fields in SmartFields View

Added new variables to include standard fields into SmartFields display. When using standard field containers to re-order your standard fields, you now have the option to include these container fields into the SmartFields display. If you're not using standard field containers, there is a new variable syntax @SmartFieldsStandard@ that you can reference to display your standard fields.

Enhanced Login Page Template

Enhanced the login page template with a better look and feel, as well as more customization options. You can now set the background colour or image of your login page to better brand your system. Existing login pages remain unchanged, you can refresh your login page template to deploy the new template.

New URL look up feature

Added View Only Option for Emulation Mode

Added view only option for the Emulation Mode feature with the ability to restrict the functionality to view-only as someone else. You can find this additional permission in the feature permissions.

Added Option to Disable Clear Button in Data Table Field

Added the option to disable the 'Clear' button in an Advanced Data Table custom field.

New Ability to Set Language to Generate PDFs

New ability within the Generate PDF File workflow task to explicitly specify the language that you wish to create the file in no matter who triggers the workflow.

Beta Previews

New Automated Translation

New auto-translate functionality. New ability to enable automated field level translation to specify a set of custom fields that you wish to be translated. The trigger to perform the translation is via a workflow that allows you to specify one or more languages to translate those fields into. For example, you can configure a workflow to, on submit of a grant application, translate a set of fields into different languages for various reviewers.

Notes for Admins

Simplified Configuration of Workflow Emails

Simplified the configuration of workflow email messages with the ability to pre-populate email templates for them. Workflow email tasks are now easier to configure with a system default or your own templates.

New Option for Workflows to Avoid Terminating Another Pending Active Workflow

New ability to configure workflows to interrupt an existing workflow on an object without terminating it. For example, if you have a delayed workflow set on a UTA Level 1 this setting allows you to trigger another workflow against the same Level 1 without terminating the first delayed workflow.

New Security Setting to Disable HTML Formatting for Calendar Preview

New security setting introduced to disable the use of HTML for the preview of calendar activities. This setting will be automatically enabled if your system does not currently employ HTML formatting in the preview of calendar activities.