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==General Details==
===Upgrade Dates===
Public Cloud Production release date: '''April 28th 2016'''<br />
Public Cloud Backup release date: '''April 14th 2016'''<br />
Private Cloud Production (Managed Upgrades) release date: '''May 12th 2016'''<br />
Private Cloud Backup (Managed Upgrades) release date: '''April 28th 2016'''
==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:
<!--due to issues with data exchange we will continue support for TLS1.0 for this upgrade
===Discontinuing Support for TLS1.0===
In order to maintain the security posture of your server we will be discontinuing support for the TLS1.0 SSL protocol. We previously discontinued support for SSLv3 and introduced TLS1.0, TLS1.1, and TLS1.2 and are now discontinuing TLS1.0. This change will be transparent and not affect anyone keeping their computer up to date with the latest component and security patches available, which should be all our customers and community. SSL is the communication methodology employed between your web browser and server to communicate securely and privately. For more information on whether you will be affected by this change you can visit the following site to check whether your current web browser is compatible with TLS1.1 or TLS1.2 https://en.wikipedia.org/wiki/Template:TLS/SSL_support_history_of_web_browsers
-->
===Enhanced Visual Styles for Tabs and Captions in Arcadia===
Updated the style of tabs and captions within the Arcadia interface for improved look and feel. These include changes to the colour color and style of field labels, and the introduction of accent colors in tabs.<br />
:* [[Visual Enhancements for Arcadia Tabs and Captions (Apr 2016) - Why?|Why?]]
<!-- 46437 - Arcadia Tabs are boring and grey -->
List views and search filters have been enhanced with the ability to 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 the ability to 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 -->
===Enhanced Level 1 List Views With Ability to Search Organization and Contact Fields===
A past enhancement allowed added the ability to display the fields of associated records within a Level 1 list view, this enhancement now allows you the ability to also perform searches on these fields within with advanced search. The Advanced Search functionality has now been enhanced to allow you to search the following records on a Level 1:<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?]] | [[Advanced_Search#Enhancements|How]]
<!-- 44524 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket-->
===Enhanced Level 3 List Views With Ability to Search Level 2 Fields===
A past enhancement allowed you to display Level 2 fields within a Level 3 list view, this enhancement now allows you the ability to also perform searches on the Level 2 fields within advanced search. This will allow you to create more complex searches and filters.
<!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) -->
:* [[New Currencies Now Supported - Why?|Why?]]
<!-- 45534 - New Currencies (for Boeing) -->
==On-Demand System Upgrades==
===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 Field Revision Annotations===
Revision Annotations allows you to mark up field 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 InvitationInvitations===This new The Contact Invitation feature introduces simplifies the ability to invite 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 behaviour. This simplifies the process of inviting contacts to participate in system activitiesbehavior.:* [[Level 1 Email Invite Contact Invitations - Why?|Why?]] - | [[Contact Invitations | How]]
<!-- 46588 - L1 invitation functionality -->
===New Assignment Panels - Phase 1===
<!-- 35842 - Assignment List View -->
This new feature enables the creation of consumer associated records in batch based on the contacts or companies associated to a 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 -->
:* [[Create Level One 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===
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 -->
===New Arcadia X Pre-Made Layout TemplatesPicker===The Arcadia X layout picker Pre-Made Layout Picker enables the point-and-click configuration of different portal 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) -->
<!--
[[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 Buttons===
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 Dynamic Control Fields===
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. While subfields are currently repeated multiple times on the form , in the case that they are available for multiple options in the dynamic control field, they will now only exist on the form once.
:* [[Custom_Field_Type:_Dynamic_Data_–_Dynamic_Control_Field#Enhancements|Why?]]
<!-- 37465 - Revamp Dynamic Control fields -->
===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 functionality to include Contacts and Organizations , and eliminates the possibility of two users concurrently editing these records.
:* [[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 -->
===Enhanced Message Queue Functionality Enables and Re-Sending of Failed Emails===Updated the message queue list with the ability to easily discover and re-send failed emails that did not previously send for any number of reasons.:* [[Message Queue Functionality Enables Re-Sending of Failed Emails - Why?|Why?]] | [[Message Queue|How]]
<!-- 45566 - Emails Failing -->