Changes

===New Annotate Specific Application Updated Reports Page With List Style and Form Fields with CommentsSearch Functionality===Revision Annotations allows you to mark up annotations at This enhancement extends the field level and allow edits to be made Arcadia list view style to specific fields while keeping the rest of the record lockedReports page. This enhancement also adds search functionality. Flexible security allows you to configure role <!--based permissions For organizations with many reports, or organizations who expect to allow different users generate many reports over time, this is a welcomed enhancement. The reports page now has search functionality giving you the ability to make annotations to fields quickly filter reports by column name, role, status, and others type.-->[[Image:Search_functionality_on_reports.png|Link=|800px]]:* [[Why?]] | [[How]]<!-- 42000 - Search field on the ability to edit the field value, for example when requiring users to make revisions to their forms.Reports page -->

====Selecting Level 2 Fields from Level 3 Objects====# Navigate to the required UTA.# Click on the '''Level 3''' tab.# Click on the '''Edit View''' icon.# Under the '''Columns''' tab, click in any cell to view both the Level 3 fields and associated Level 2.====Also See====* [[List View Overview]] [[Image:Level2_visable_on_L3.gif|link=]]--->:* [[Level 2 Fields Now Visible in Level 3 List Views - Why?|Why?]] | [[Level 2 Fields Now Visible in Level 3 List Views|How]] <!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) --> ===Enhanced Password Policy Options===This feature enables organizations who receive applications adds additional rigor to the password policy platform-wide. It ensuring a user’s ID (in its entirety) cannot be part of the user's password, or the whole password.:* [[Why?]] | [[How]]<!-- 44147 - Platform password policy enhancement --> ===New Advanced Search Extended to Organizations, Branches, and forms External Persons Connected to add field-level comments the Level 1=== This feature enhances the advanced search for applicants list views to review be able to search attributes of associated objects, and revisebuilds on the enhancements introduced in the January 2016 upgrade. This feature allows organizations With this enhancement Advanced Search functionality has been added to the following:<br />:a) the organization connected to the Level 1<br />:b) the branch connected to the Level 1<br />:c) the external person connected to the Level 1<br />:d) the internal person connected to better communicate feedback with applicants by enabling them the Level 1<br />:* [[Advanced Search Extended to add comments Organizations, Branches, and External Persons Connected to specific fields on submitted applications the Level 1 - Why?|Why?]] | [[How]]<!-- 44524 - List View Parent and formsChild - Part II - Advanced Search The Michael Jordan Ticket--> ===New Disable User Account After Inactive Period===This enhancement adds the ability to configure user accounts to automatically become disabled after a specified period of inactivity. Controlled by the Password Policy settings, an account can become disabled requiring a password reset to regain access.:* [[Disable User Account After Inactive Period - Why?|Why?]] | [[Disable User Account After Inactive Period|How]]<!-- 42897 - Disable Account (i.e. expire account if unused) --> ===New Font Weight and Color Settings Added to List View Columns===This process allows enhancement adds the annotated fields ability to be editable onlyeasily select a column font color and specify the column text font weight from the list view settings.[[Image:Annotations_Notes_Drawer_1List_view_font_weight_and_color.png|link=|700px]]:* [[Font Weight and Color Settings for List View Columns - Why?|Why?]] | [[How]]<!--46372 - Add Font weight and color settings to list columns--> ===Visual Enhancements for Arcadia Tabs and Captions===Updated the style of Arcadia tabs and captions for improved look and feel. These include tab accent colors and additional white space.<br /><br />[[Image:Annotation_add_new_anno_iconUpdated_style_of_arcadia_styles_1.png|link=]]<br />* ''The Arcadia tab with updated styling (above)''<br />[[Image:Annotated_field_exUpdated_style_of_arcadia_styles_2.png|link=]]<br />* ''The Arcadia tab look prior to new styling (above)''<br /><!-- 46437 - Arcadia Tabs are boring and grey --><!--45946 - Arcadia Caption--> ==On-Demand System Upgrades==The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator: ===Provider / Consumer List View Filter===77277This feature enhances the Consumer / Provider list views with the ability to search and filter results.

<!-- 42199 44457 - Revision comments Provider / Consumer List View Filter -->

# Click on the '''Configuration''' menu, then select the '''[[Global Settings]]''' option.<!--# Navigate This feature enables organizations who receive applications and forms to the '''Organizations & Users''' tab.# Under the '''Int Company & Ext Account Settings''' add field-level comments for applicants to review and '''Int User & Ext Contact Settings''' sections, locate the '''Enable Record Lock''' optionrevise.# Add a check mark This feature allows organizations to better communicate feedback with applicants by enabling them to add comments to enable the record lockspecific fields on submitted applications and forms. ====Notes====* This feature can process allows the annotated fields to be configured separately for both companies and userseditable only.[[Image:Annotations_Notes_Drawer_1.png]]<br /><br />====Also See====  * Record Lock[[Image:Annotation_add_new_anno_icon.png]]<br /><br />[[Image:Enable_record_lockAnnotated_field_ex.png|link=]]<br />

<!-- 42000 42199 - Search field on the Reports page Revision comments --> ===Enhanced Custom Field List Views Now Display Last Modified Date===This enhancement adds the '''last modified date''' field to '''[[Custom Fields Overview|Custom Field]]''' list views. This data is useful when tracking changes made to these list views. <!--====Overview====Knowing the last modified date of a field can be useful in troubleshooting. ====Locating the feature====# Navigate to the specific UTA, click on the '''Settings''' icon.# Click on the '''Level 1, 2, or 3''' tab.# Click on the '''Custom Field''' hyperlink. [[Image:Last_modified.png|1200px]]-->:* [[Last Modified Date Added to Custom Field List Views - Why?|Why?]]<!-- 35656 - Add date last modified to custom field list view --> ===New Invite New and Existing Contacts Into The System Via Email===This new feature introduces the easy invitation of a contact to collaborate on a system record through an email invitation. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. This new feature will send invitations to contacts who currently exist as a contact in the system and to contacts who do not exist. Contacts who are new will be directed to a contact sign-up page when applicable. This simplifies the process of inviting all contacts to participate in system activities.  <!-- 46588 - L1 invitation functionality -->  

===New Level 2 Fields Now Visible in Level 3 Enhanced Custom Field List ViewsNow Display Last Modified Date===This feature allows level 2 fields enhancement adds the '''last modified date''' field to be referenced from within a level 3 '''[[Custom Fields Overview|Custom Field]]''' list view in Arcadia X portalsviews. Level 2 fields will also appear in Level 3 advanced searchesThis data is useful when tracking changes made to these list views. 

====Selecting Level 2 Fields from Level 3 ObjectsOverview====# Navigate to the required UTA.# Click on Knowing the '''Level 3''' tab.# Click on the '''Edit View''' icon.# Under the '''Columns''' tab, click last modified date of a field can be useful in any cell to view both the Level 3 fields and associated Level 2troubleshooting.====Also See====* [[List View Overview]]

[[Image:Level2_visable_on_L3.gif|link=]]===Locating the feature====---># Navigate to the specific UTA, click on the '''Settings''' icon.:* [[# Click on the '''Level 1, 2 Fields Now Visible in Level , or 3 List Views - Why?|Why?]] | [[Level 2 Fields Now Visible in Level 3 List Views|How]] ''' tab.<!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) --># Click on the '''Custom Field''' hyperlink.

===Enhanced Password Policy Options===[[Image:Last_modified.png|1200px]]This feature adds additional rigor to the password policy platform-wide. It ensuring a user’s ID (in its entirety) cannot be part of the user's password, or the whole password.->:* [[Last Modified Date Added to Custom Field List Views - Why?]] | [[HowWhy?]]<!-- 44147 35656 - Platform password policy enhancement Add date last modified to custom field list view -->

===Provider / Consumer List View FilterNew Invite New and Existing Contacts Into The System Via Email===77277This new feature enhances introduces the easy invitation of a contact to collaborate on a system record through an email invitation. To facilitate this, invited contacts can accept or decline the Consumer / Provider list views with invitation to associate them to the ability record. This new feature will send invitations to search contacts who currently exist as a contact in the system and filter resultsto contacts who do not exist.:* [[Why?]] | [[How]]<!Contacts who are new will be directed to a contact sign-- 44457 - Provider / Consumer List View Filter -->up page when applicable. This simplifies the process of inviting all contacts to participate in system activities.

This feature enhances the advanced search for list views to be able to search attributes of associated objects, and builds on the enhancements introduced in the January 2016 upgrade. With this enhancement Advanced Search functionality has been added to the following:<br />:a) the organization connected to the Level 1<br />:b) the branch connected to the Level 1<br />:c) the external person connected to the Level 1<br />:d) the internal person connected to the Level 1<br />:* [[Advanced Search Extended to Organizations, Branches, and External Persons Connected to the Level 1 - Why?|Why?]] | [[How]]<!-- 44524 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket--> ===New Disable User Account After Inactive PeriodBatch Create Records Based on Provider Details===This enhancement adds new feature enables the ability to configure user accounts to automatically become disabled after a specified period creation of inactivity. Controlled by consumer associated records in batch based on the Password Policy settings, an account can become disabled requiring a password reset contacts or companies associated to regain accessthe provider record.:* [[Disable User Account After Inactive Period - Why?|Why?]] | [[Disable User Account After Inactive Period|How]]<!-- 42897 - Disable Account (i.e. expire account if unused) --> ===New Font Weight and Color Settings Added to List View Columns===This enhancement feature adds the ability to easily select create level 1s based on based on a column font color and specify the column text font weight from the list view settings. [[Image:List_view_font_weight_and_color.png|link=|700px]]:* [[Font Weight and Color Settings for List View Columns - Why?|Why?]] | [[How]]<!--46372 - Add Font weight and color settings to list columns--> ===Visual Enhancements for Arcadia Tabs and Captions===Updated the style of Arcadia tabs and captions for improved look and feel. These include tab accent colors and additional white space.<br /><br />[[Image:Updated_style_of_arcadia_styles_1.png|link=]]<br />* ''The Arcadia tab with updated styling (above)''<br />[[Image:Updated_style_of_arcadia_styles_2.png|link=]]<br />* ''The Arcadia tab look prior organizations attached to new styling (above)''<br /><!-- 46437 - Arcadia Tabs are boring and grey --><!-a level one or level two provider -45946 - Arcadia Caption--> ===New Control Page Breaks and Page Orientation With SmartField PDF Options===This enhancement enables greater control of PDF documents generated from SmartField Views by one-click control of page breaks and page orientation.[[Image:Smartfield_pdf_options.png|link=]]<br />[[Image:Smartfield_pdf_options_example.png|link=]]:* [[Control Page Breaks and Page Orientation With SmartField PDF Options - Why?|Why?]] | [[Control Page Breaks and Page Orientation With SmartField PDF Options|How]]<!--45228 44779 - Can’t use page break or rotate inside smartfieldsBatch create Level one from Provider --> ==On-Demand System Upgrades==The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:

===Data Packaging Enhanced Record Lock Feature Added when Modifying Contacts and Data Exchange EnhancementsCompanies===The Record Lock feature gives the first person to access a record in Edit mode exclusive access to the record so that others cannot edit it until released. This enhancement is extends the Record Lock functionality to include Contacts and Organizations and eliminates the first in a multipossibility of concurrently editing these records<!--year platform enhancement aimed at creating This optional feature locks a data exchange structure that can be used to package Instance configurations, UTA configurations, contact and other datacompany record when in edit mode. For This eliminates any possibility of two users from modifying the same record at the April 2016 upgrade, UTA packaging and unpackaging same time. It is availablepossible that two people could attempt to edit the same record at the same time. This meta scenario is not ideal as it could lead to data exchange loss. This enhancement allows UTA data extends the existing record lock feature to be extracted from an instance, packaged, include contacts and then loaded / installed into another instance with minimal effortcompany records eliminating the possibility of two people editing the same record record simultaneously. The benefits of this This feature is wide ranging including, quick optional and can be turned on and easy storage off from within Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users) ====Configuring the Contact and archivingCompanies Record Lock====  # Click on the '''Configuration''' menu, then select the ability '''[[Global Settings]]''' option.# Navigate to easily restore UTAthe '''Organizations & Users''' tab.# Under the '''s dataInt Company & Ext Account Settings''' and '''Int User & Ext Contact Settings''' sections, sharing of configured UTAlocate the '''Enable Record Lock'''s between similar organizations, and much moreoption.# Add a check mark to enable the record lock.:====Notes====* [[Why?]] | [[How]]This feature can be configured separately for both companies and users ====Also See====  <!-- 44695 - SS Meta data exchange -->* Record Lock

[[Image:Enable_record_lock.png|link===Batch Create Records Based on Provider Details===This new feature enables the creation of consumer associated records in batch based on the contacts or companies associated to the provider record.]]<!-- This feature adds the ability to create level 1s based on based on a list of organizations attached to a level one or level two provider -->:* [[Why?]] | [[How]]<!-- 44779 39232 - Batch create Level one from Provider Would Like to Lock Contact Record when in Edit Mode -->

==Notes for Admins=====New Style Sheet for XML Budgets Control Page Breaks and Defined Default Classes for CellsPage Orientation With SmartField PDF Options===Updated the style This enhancement enables greater control of PDF documents generated from SmartField Views by one-click control of XML data custom fields with a new default style sheetpage breaks and page orientation. This enhancement eliminates the needs to hand code HTML styling when creating XML data fields[[Image:Smartfield_pdf_options.png|link=]]<br />[[Image:Smartfield_pdf_options_example.png|link=]]:* [[Control Page Breaks and Page Orientation With SmartField PDF Options - Why?|Why?]] | [[Control Page Breaks and Page Orientation With SmartField PDF Options|How]]:* [[Why?]] | [[How]]<!-- 36544 45228 - Create a new style sheet for XML budgets and define default classes for cells Can’t use page break or rotate inside smartfields-->

===Enhanced Message Queue Functionality Enables Re-Sending of Failed Emails===