Changes

===Major Updates===

<!--68641 - Button groups (group like buttons together) and list view pagination changes-->

[[File:2018-08-ticket-68641-1.png|thumb|none|500px|Like buttons are grouped together]]

[[File:2018-08-ticket-64638-1.png|thumb|none|500px|Updated icons]]

Enhanced security for standard fields by introducing security tokens to be validated against upon save. This functionality has existed for custom fields and has now been extended to include standard fields as well. No change in behaviour is expected from this change.

New chart feature to help you visualize all your activities. This chart plots the activities surrounding a record as well as its status history. Use this to easily review the timeline of a record and determine its relationship with each surrounding activity throughout its history.

<!--65663 - Visualizations-->

====New Pending Workflow Indicator====

New visual indicator to show whether a record has pending workflow tasks waiting to run. This icon will be displayed when viewing a record and can be clicked to display the list of workflow tasks still pending.

<!--13069 - Pending Workflow Indicator-->

New Configuration Folders feature within SmartFolders. While the files within SmartFolders are stored as files within the SmartSimple application system, the new Configuration Folders will store files within the SmartSimple database. The advantage of this will be improved ability to transfer these across environments during your change management process via tools such as the Test2Production change promotion tool. Future enhancements can be built around these files to store more meta data related to the file, such as tracking changes and file versioning. Please note that there is a 16MB size limitation on files stored within Configuration Folders.

<!--39860 - enhance T2P SmartFolder sync-->

New functionality to trim leading and trailing empty spaces for single line inputs throughout the system. This is to prevent data entry and copy/paste errors that include extraneous spaces.

<!--63371 - Cannot find contact due to extra space in name-->

===Minor Updates===

Updated and brought back the Next and Previous navigation buttons that progress through record tabs. These updated buttons will now also float above the save bar, so as to be visible without having to scroll to the bottom of the page as was previously necessary.

<!--66057 - After new upgrade, navigation buttons lost within application to move from tab to tab-->

Enhanced the user and company list views with the ability to list user roles and company categories as columns in the list. Note: this is just for display purposes, as the search filtering will not include this column.

<!--57902 - Roles and Categories in List Views-->

New ability to copy an entire workflow, on top of the current exporting/importing of tasks.

<!--68028 - Copy Workflow Option-->

Updated the Display of SmartCheck validation errors for improved look and feel. It will now be more obvious that you can click the error messages, and the fields with errors will be more prominently highlighted.

<!--62091 - Underline validation messages that are clickable-->

<!--52407 - File Versioning Order-->

Updated interface for the Assign List View feature, which has now been renamed to Quick Assign. The interface and certain text labels and buttons have been updated for improved usability.

<!--56780 - Assignment List View improvments-->

New import wizard feature improves on the previous import wizard functionality. This new import wizard is meant for quick, on the fly data imports without having to configure an autoloader. You can find this in three locations: Global Settings -> Organizations tab, Global settings -> Users tab, or in UTA settings -> Level 1 tab.

<!--66014 - New Import Wizard (Instant Deploy)-->

====Expanded System Change Audit====

<!--48158 - Company/User Security Matrix Notes/Audit-->

Update to Data Exchange that will send an email notification to a user when sending a package has failed to be received by the receiving instance.

<!--62147 - Data Exchange Package Failed Notification-->

New personal dashboard allows anyone to create their own dashboard of list views, charts, or an aggregate value. You can create any number of dashboards as well as share them with others through SmartCards! You simply need to set the system feature permission for Personal Dashboard to enable this for users.

<!--60702 - Easy to build personal dashboard-->

====New Cookie Policy and Template====

New feature to alert users to the use of cookies on the SmartSimple application. This feature will need to be enabled within Global Settings -> Security -> toggle on Enable Cookie Usage Acceptance, which will then alert users landing on the login page and require them to accept the use of cookies. We have also introduced a policy template that you can use to create your own cookie usage policy within your Privacy and Security Policies.

<!--70418 - Cookie Policies-->

====New Personal Data Erasure Feature====

<!--69693 - GDPR - Triggering an Erasure Request-->

New option within the Advanced Data Table custom field to configure a condition to show/hide columns. You can now easily set conditions on when a column will display.

<!--65911 - Hiding and showing columns advanced data table (XML)-->

Enhanced the scheduled report export option to be available for custom export templates. Previously, the scheduled report export was only available for file exports.

<!--67965 - Extend schedule report export to custom template-->

New ability to integrate with Zoom in order to schedule and manage meetings in Zoom. A new integration key of type Zoom has been introduced where you will configure the initial authentication settings for your Zoom account. This new feature can be enabled on UTA Level 2 or 3 types as a meeting. Within this Level 2 or 3 will be an option to create or update meetings in Zoom.

<!--70114 - E-Volunteering, level2 web conference - Zoom-->

New password dictionary introduced for enhanced security. When enabled, attempts to update your password will now be validated against a dictionary of commonly-used passwords and will fail if a match is found. This setting can be found in the Global Settings.

<!--60454 - Disable Common Words in Passwords-->

===Minor Updates===

New ability to configure a confirmation action on submit buttons. This will allow you to create an extra confirmation that a user really wishes to push that submit button.

<!--68394 - Submit Button system alert-->

====New Option for Confirmation Page After Submit====

New ability to configure a landing page to display after submitting a record. You can now easily configure a screen to display to users after submitting, as opposed to the default behaviour of remaining on the record.

<!--62296 - Submit Button system confirmation page configuration option -->

Enhanced the Invitation feature with more granular access permissions on the invitation templates. You can now configure permissions on individual invitation templates in order to restrict them to specific user roles or record types.

<!--64598 - Invitation Feature - enable permissions on each invitation template by user role and type-->

<!--64796 - Enable Translation of Templates for L1-->

<!--56436 - Visual representations of percentages and values-->

Extended the ability for workflow tasks to be able to send PDF documents to Adobe Sign. The workflow task previously named Signority Submission has now been renamed to Online Signature Submission.

<!--59155 - Adobe Sign-->

New option for Single Sign On logins to bypass the need for two-factor authentication. Enable this when your organization already enforces two-factor authentication prior to SSO into SmartSimple.

<!--64969 - Add option to control whether or not SSO bypasses 2-factor-->

Updated SmartCards feature with the ability to limit the available settings for users. You can hide the role permission, or limit the roles that can be selected for users when they share their SmartCards.

<!--62675 - Smartcard limit lookup scope-->

Enhanced the autoloader with the ability to map record relationships using SmartSimple unique identifiers. For example, the ability to update users and match them to organizations using an organization's SmartSimple companyID. Previously, this mapping was restricted to custom fields in order to compare matching values.

<!--46787 - add object id to autoloader column mapping-->

<!--67118 - Function to kick everyone out of the system-->

New ability to configure an email notification when an autoloader fails.

<!--69862 - Autoloader Enhancement - ability to send email notifications when autoloader did not complete process-->