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==Global System UpgradesGeneral Details==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===Upgrade Dates===Public Cloud Production release date:'''April 28th 2016'''<br />
===New Level 2 Fields Now Visible in Level 3 List Views=Global System Upgrades==This feature allows level 2 fields The new features listed below are enhancements to the SmartSimple system and will be referenced from within a level 3 list view in Arcadia X portals. Level 2 fields will also appear in Level 3 advanced searches.<!--====Selecting Level 2 Fields from Level 3 Objects====# Navigate immediately available to SmartSimple users upon the required UTA.# Click on application of the '''Level 3''' tab.# Click on the '''Edit View''' icon.# Under the '''Columns''' tab, click in any cell upgrade to view both the Level 3 fields and associated Level 2.====Also See====* [[List View Overview]]their server:
===Enhanced Password Policy OptionsVisual Styles for Tabs and Captions in Arcadia===This feature adds additional rigor Updated the style of tabs and captions within the Arcadia interface for improved look and feel. These include changes to the password policy platform-wide. It ensures a user’s ID cannot be part color and style of the user's passwordfield labels, or and the whole passwordintroduction of accent colors in tabs.:* [[Visual Enhancements for Arcadia Tabs and Captions (Apr 2016) - Why?]] | [[HowWhy?]]<!-- 44147 46437 - Arcadia Tabs are boring and grey --><!--45946 - Platform password policy enhancement Arcadia Caption-->
===New Advanced Search Extended Enhanced Dynamic List View Filtering===List views and search filters have been enhanced with the ability to Organizations, Branches, dynamically filter lists based upon the current user. This allows the creation of a single list view that shows the current user all records they are associated to in a specific role.<!--This enhancement adds the ability to filter a list view based on UTA roles and External Persons Connected the ability to the Level 1===filter list views based on system variables such as @userid@ and @companyid@-->:* [[Dynamic List View Filtering - Why?|Why?]] | [[Advanced_Search#Enhancements|How]]<!-- 42404 - Dynamic List View Filtering -->
: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?]] | [[Advanced_Search#Enhancements|How]]
<!-- 44524 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket-->
===New Disable User Account After Inactive PeriodEnhanced Level 3 List Views With Ability to Search Level 2 Fields===This A past enhancement enables user accounts allowed you to become disabled after display Level 2 fields within a specified period of inactivityLevel 3 list view, this enhancement now allows you the ability to also perform searches on the Level 2 fields within advanced search. Controlled by the Password Policy settings, an account can become disabled, requiring a password reset This will allow you to regain accesscreate more complex searches and filters.:* [[Disable User Account After Inactive Period Level 2 Fields Now Visible in Level 3 List Views - Why?|Why?]] | [[Disable User Account After Inactive PeriodLevel 2 Fields Now Visible in Level 3 List Views|How]]<!-- 42897 43980 - Disable Account View L2 Fields in L3 List View (iLike L2 List Views) --> ===Updated Reports List Page===This enhancement extends the Arcadia list view page-style to the Reports page.e This enhancement also adds search functionality. expire account if unused) <!--For organizations with many reports, or organizations who expect to generate many reports over time, this is a welcomed enhancement. The reports page now has search functionality giving you the ability to quickly filter reports by column name, role, status, and type.--><!-- [[Image:Search_functionality_on_reports.png|Link=|800px]] -->:* [[Reports Page Updated With Modern List Style and Search Functionality - Why?|Why?]]<!-- 42000 - Search field on the Reports page -->
===New Font Weight and Color Settings Added to List View Columns===
This enhancement adds the ability to easily select a column font color and specify or bold the text values of a column text font weight from in a list view through 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?]] | [[Bolding Text and Changing Text Color on List View Columns|How]]
<!--46372 - Add Font weight and color settings to list columns-->
===Visual Enhancements for Arcadia Tabs and CaptionsNew Currencies Now Supported in the System===Updated 40 new currencies have been added to the style list of Arcadia tabs and captions for improved look and feel. These include tab accent colors and additional white space between tabsstandard system currencies.<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=New Currencies Now Supported - Why?|500pxWhy?]]<br />* ''The Arcadia tab look prior to new styling (above)''<br />--><!-- 46437 45534 - Arcadia Tabs are boring and grey New Currencies (for Boeing) --><!--45946 - Arcadia Caption-->
The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
<!-- 43930 - Privacy and Confidentiality is a shared responsibility -->
===Enhanced Search and Filter Functionality Added to Provider / Consumer List Views===
This feature enhances provider / consumer list views with the ability to search and filter results. When viewing a provider record you can apply a list view filter on the list of consumer records.
:* [[Creating Provider / Consumer List View Search and Filter Functionality - Why?|Why?]]<!-- | [[How]]
44457 - Provider / Consumer List View Filter -->
===New Disable User Account After Inactive Period===
This enhancement enables user accounts to 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.<br />
:* [[Disable User Account After Inactive Period - Why?|Why?]] | [[Disable User Account After Inactive Period|How]]
<!-- 42897 - Disable Account (i.e. expire account if unused) -->
==Beta Previews==
===New Annotate Specific Application and Form Fields with CommentsField Revision Annotations===Revision Annotations allows you to mark up add annotations at the field level and allow edits to be made to specific fields while keeping the rest of the record locked. Flexible security allows you to configure role-based permissions to allow different users the ability to make add annotations to fields and while others the ability to edit the field value, for example when requiring users to make revisions to their forms.
<!--
This feature enables organizations who receive applications and forms to add field-level comments for applicants to review and revise. This feature allows organizations to better communicate feedback with applicants by enabling them to add comments to specific fields on submitted applications and forms. This process allows the annotated fields to be editable only.
[[Image:Annotated_field_ex.png]]<br />
-->
:* [[Field Revision Annotations - Why?|Why?]] <!-- | [[How]]-->
<!-- 42199 - Revision comments -->
===New Contact Invitations===
The Contact Invitation feature simplifies the process of inviting contacts to collaborate on a system record through an email invitation. It also allows for the invitation of new contacts that do not currently exist in the system. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. Contacts who are new will be directed to a contact sign-up page where you can then control their registration behavior.
:* [[Contact Invitations - Why?|Why?]] | [[Contact Invitations | How]]
<!-- 46588 - L1 invitation functionality -->
===New Assignment Panels - Phase 1===
<!-- 35842 - Assignment List View -->
<!-- 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 -->
:* [[Create Level 1 Records in Batch from Provider - Why?|Why?]] | [[Create Consumer Records in Batch from Provider|How]]
<!-- 44779 - Batch create Level one from Provider -->
===Enhanced Stripe e-Payment Integration===
This enhancement furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November. Through the invoice Invoice module, payments can be accepted by credit cards using the Stripe integration.
<!--The system can now generate a payment form from a Level2 invoice and collect a credit card payment using the Stripe integration.
[[Image:Stripe_form.png]] -->:* [[Stripe Payment Processor Integration - Why?|Why?]] <!-- | [[How]]-->
<!-- 43318 - Stripe Integration -->
<!-- 42475 - Payment Form -->
==Notes for Admins==
===New Style Sheet for XML Budgets and Defined Default Classes for Cells===Updated the style of XML data custom fields with a new default style sheet. This enhancement eliminates the needs to need for hand code coding HTML styling when creating XML data fields.:* [[Style Sheet for XML Budgets and Defined Default Classes - Why?|Why?]] | [[Style Sheet for XML Budgets and Defined Default Classes|How]]
<!-- 36544 - Create a new style sheet for XML budgets and define default classes for cells -->
===Enhanced Revamp of Dynamic Control FieldsNew Arcadia X Layout Picker===Updated the design of dynamic control custom fields for more consistent and improved behavior. The improvements were achieved through changes to the way Dynamic Control fields are rendered.:* [[Custom_Field_Type:_Dynamic_Data_–_Dynamic_Control_Field#Enhancements|Why?]]<!-- 37465 - Revamp Dynamic Control fields --> ===New Create Arcadia X Layouts Using Pre-Made Templates With the Layout Picker===The Arcadia X layout picker enables the point-and-click configuration of different portal sections layouts using pre-made templates and the choice of Arcadia X themes and backgrounds. Arcadia X layouts built using the layout picker are responsive by default.
<!--All Arcadia X sections built using the layout picker will be formatted for optimal viewing on a wide rage of devices. For novice users and those not familiar with html, the Arcadia X layout picker provides templates with various layouts eliminating the need for technical know-how. -->
:* [[Arcadia X Layout Picker - Why?|Why?]] | [[Arcadia X Layout Picker|How]]
<!-- 37891 - Arcadia X Layout picker (template for section creation) -->
===New SmartField PDF Page Options===This enhancement enables greater control of PDF documents generated from SmartField Views. Easily control page breaks and changes to page orientation within a PDF generated from a SmartField View with field format settings.<!--[[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 - Can’t use page break or rotate inside smartfields--> ===New Role Permissions for Submit buttonsButtons===
Submit buttons can now be configured so that they are presented to users based on role and UTA role permissions reducing the need for visibility conditions.
<!--If a Submit button is associated with both a role and UTA role, the UTA role permission will take precedence. Prior to this enhancement, Submit buttons could be associated with one or more Level One templates and visibility conditions controlled when the button was visible. This enhancement adds role and UTA role permissions to Submit buttons giving admins more flexibility when configuring them. '''Note:''' If a Submit Button is associated with both a role and UTA role, the UTA role permission will take precedence. -->:* [[Role Permissions for Submit Buttons - Why?|Why?]] | [[Submit & Save Buttons#Enhancements|How]]
<!-- 40243 - Role Permission for Submit button -->
===Enhanced Record Lock Feature Added when Modifying Contacts and CompaniesDynamic Control Fields===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 extends Updated the Record Lock functionality to include Contacts and Organizations and eliminates the possibility design of two users concurrently editing these records.<!--This optional feature locks a contact dynamic control custom fields for more consistent and company record when in edit modeimproved behavior. This eliminates any possibility of two users from modifying the same record at the same time. It is possible that two people could attempt The improvements were achieved through changes to edit the same record at the same timeway Dynamic Control fields are rendered. This scenario is not ideal as it could lead to data loss. This enhancement extends While subfields are currently repeated multiple times on the existing record lock feature to include contacts and company records eliminating form, in the possibility of two people editing case that they are available for multiple options in the same record record simultaneously. This feature is optional and can be turned dynamic control field, they will now only exist on and off from within Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users) ====Configuring the Contact and Companies Record Lock====form once. # Click on the '''Configuration''' menu, then select the ''':* [[Global SettingsCustom_Field_Type:_Dynamic_Data_–_Dynamic_Control_Field#Enhancements|Why?]]''' option.# Navigate to the '''Organizations & Users''' tab.# Under the '''Int Company & Ext Account Settings''' and '''Int User & Ext Contact Settings''' sections, locate the '''Enable Record Lock''' option.# Add a check mark to enable the record lock. ====Notes====* This feature can be configured separately for both companies and users<!-- 37465 - Revamp Dynamic Control fields -->
====Also See=Extended Record Lock Feature to Contact and Company Records=== * The Record Lock feature ensures that only one person may be editing a record at any given time. This enhancement extends the Record Lock [[Image:Enable_record_lockfunctionality to include Contacts and Organizations, and eliminates the possibility of two users concurrently editing these records.png|link=]]-->:* [[Record Lock Feature Added when Modifying Contacts and Companies - Why?|Why?]] | [[Record Lock Feature Added when Modifying Contacts and Companies|How]]
<!-- 39232 - Would Like to Lock Contact Record when in Edit Mode -->
<!-- 45566 - Emails Failing -->