Changes

Watch this video to get a '''general overview''' of the new features in our September 2013 upgrade. {{#ev:youtube|QZ0KnS0ybR0}} ''To watch these videos full screen, click on the YouTube link''  __TOC__<br>==Global System Upgrades==

*In order to assist end users complete forms with multiple [[mandatorySubmit Logic]] fieldsvalidations, SmartSimple will now display all alert messages configured with [[Submit Logic]] into a consolidated alert window.

*When enabled through [[Manager Permissions]], a new right-hand panel titled "[[Recently Viewed]]" can be shown containing a list of the most recently-viewed records. Users can then click on their most recently-viewed records to [[navigation|navigate]] easily through the system.

*The Recently Viewed panel can be locked to always be shown on the right-hand side of the SmartSimple window, or, by default, will close when a recently-viewed record is selected.

===New Feature: Scheduling ReportsCaching===Enhancement to be able to * [[System Administrator]]s can now schedule reports to be run and periodically (daily, weekly, monthly). * Scheduled reports can be configured to store custom field values to objects (i.e. companies/contacts) to perform SmartSimple records, allowing for the periodic aggregation of data (aggregating data to user portals.* The following types of SmartSimple records can be updated::*[[Organization]] records:*[[Contact]] records:*[[UTA]] records, i.e.etc.).{{l1}}, {{l2}} and {{l3}} records* Typical use cases might include:The idea is to configure :* On a report to run dailymonthly basis, automatically storing the total number of reviews that have been performed by a given user on their contact [[profile]].:* On a weeklybasis, monthlyautomatically updating a user's profile to indicate whether or not timesheets have been filled out in SmartSimple...etc. (which the system will do :* On a daily basis, automatically at updating on a specified time during the night) and then store the aggregate value to company's [[profile]] a custom field at summation of the company/user leveltotal number of grants for which contacts of that organization has applied.

System Administrators can create submit buttons for records * One of the key features of SmartSimple's next-generation [[Arcadia]] interface is its [[Summary Matrix]], which move displays a cross-tabbed view of the records in a SmartSimple application. * The default display of the cross-tabbed view is to a different break out an application's [[status]] es as column headings and trigger the field its [[validationtemplates]] and as the row headings:[[Submit LogicImage:ArcadiaL1SummaryView.png|submit logiclink=|700px]] on that record. A new setting has been added, labelled "Bypass Validation," that will allow * The September 2013 upgrade allows system administrators to configure the user to move a record Arcadia interface to a different status without triggering enable the field validation. System Administrators will now be able to allow users to change a record back to "Draft" statusCustomer, for exampleBranch, without having to fill out all the mandatory Person and Owner standard fields on a recordas row headings as alternate methods of displaying data summaries.

*Columns in reports can now be set in the Report Builder to be left-, right- or center-aligned without resorting to custom HTML.

When designing a [[Creating a Portal Interface|portal interface]], *The 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 now be configured to customize the "Contemporary" portal design to match the look and feel perform automated verification of your organization's website. A new section has been added to the [[Portal Designcontact]] page, titled "Body Introduction," which allows portal designers to add instructionsrecords, report statistics and as well as [[System Variables|system variablesorganization]] above records, against the OFAC database.*The settings page to configure the automatic verification of records against the user's portalIRS/CRA/OFAC online databases has been simplified.

[[Category:Upgrades| 2013-09]]