Changes

==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:

The following variables will be deprecated and will not work after this upgrade: <code>@password@</code>, <code>@checkportalpassword@</code>, <code>@checkactivatedpassword@</code>, <code>@randompassword@</code>, and <code>@passwordresetlink@</code>.

More information can be found in our wiki article: [[Password Variables to Set or Reset User Passwords]]

<!-- 149983 - Restricted Password Variables and Enforce the use of activation link variables for improved security -->

===Minor Updates===

====Updated Look of File Uploader====

<!-- 154606 - Enable new uploader for everyone -->

====Added an AI Chat History Log====

When using the interactive mode of the '''+AI''' feature (located under '''Tools''' > '''Work with +AI'''), the prompts and responses in your conversation with the AI are now logged. This will allow you to easily look at your conversation history after your session has ended.

<!-- 148335 - Save the AI chat history -->

====Updated US Census Data====

: ''Main Article: [[US_census_graphs| US Census Graphs]]''

<!-- 154159 - Adding Row Clickable Setting for Mobile -->

==On-Demand System Upgrades==

The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a Global Administrator:

===Major Updates===

====Added AI Translations for Custom and Standard Fields====

Added the ability to have the AI translate the custom and standard fields as well as some other interface elements within SmartSimple. For clients running multilingual programs, this is a quick and easy way to translate your system.

<!-- 152004 - AI translation for standard field -->

====Added Candid Demographics====

We have added the ability to easily see Candid demographics data for organizations within your system. If you enable this option, a new '''Demographics''' tab will appear in the left-hand navigation of the organization record. Organizational information related to race and ethnicity, gender identity, orientation, and disability status as well as information on staff, senior staff, and leadership are also visualized on this tab. You can also do a side-by-side comparison of the current organization with another organization.

<!-- 145553 - Candid Demographics API -->

====Added Ability to Make the Status Column Background the Status Color====

We have added the ability change the background color of the status column to match the status color. The text in this column will automatically change to white or black based on what will provide the most contrast. This feature can be enabled at the list view level by navigating to the desired list view settings > '''Properties''' tab > Scroll down and toggle on '''Color Code Status Column'''.

<!-- 152227 - List view option to display status color in status column. -->

====Added Ability to Set Field Display Order Based on Type====

You can now specify a different '''Display Order''' for a custom field based on the '''Type'''. This gives you the ability to use the same field across multiple types of applications and have the field appear in different locations without the need to create multiple fields.

<!-- 150260 - Add ability to set the display order of global custom fields based on type -->

====Added New JSON Custom Field====

We have added a new JSON custom field. This field may be used to store historical or other data instead of creating many custom fields. The data added can be displayed in a tree or table format.

We have added a new electronic signature integration with OneSpan. Now you can use OneSpan as part of your document agreement or approval process.

<u>'''Note:'''</u> You are required to bring your own OneSpan license. Learn more about this e-signature integration by reading our [[OneSpan|OneSpan wiki article]].

<!-- 152109 - OneSpan E-Sign Integration -->

===Minor Updates===

====Added Ability to Load List Views Faster====

<!-- 151122 - Loading list views faster (improve performance) -->

====Added Option to Only Load Records in a List View After a Search====

To improve the loading time of list views containing large record sets, you can now opt to only load records into a list view after a search has been conducted.

<!-- 153020 - Option not to load records by default on list view -->

====Added Ability to Show Question Set Answers in Sub List Views====

You can now easily see '''Question Set Builder''' responses on a Level 2 list view within a Level 1 record (sub list).

<!-- 127224 - Allow Question Set Data to be Reportable -->

====Added Ability to Trigger a Workflow When an Invitation is Declined====

We added the ability to trigger a workflow when someone declines an invitation to contribute to a record. To see this setting, go to '''UTA Settings''' > '''Level 1''', '''2''', or '''3''' tab > '''Invitation Templates''' > Edit a template > '''General''' tab > '''Declined Invitation Workflow'''.

<!-- 133514 - Trigger workflow on Invitation Declined -->

====Added BCC to Workflow Acknowledgement Tasks====

You can now add a blind carbon copy (BCC) to emails generated from workflow acknowledgement tasks. This will make it easier to send a copy of emails to an internal mailbox without exposing the internal email address to all recipients.

<!-- 135606 - Can we add a Bcc option to workflow email tasks? -->

====Added Ability to View When Users Last Logged In====

We added two ways to easily see when users last logged in. First, in the list view builder you can now add the '''Last Login Date''' standard field to a column. Second, in the '''Advanced Search''' you can now choose '''Last Login Date''' which appears under the '''Standard Fields''' heading.

<!-- 135756 - Make Last Login Date Available through Advanced Search -->

====Added Ability to See Which List Views a Custom Field is Referenced In====

You can now easily see which list views a custom field is referenced in. Navigate to a custom field settings page and click on the '''Search Reference''' button to see where that custom field is in use.

<!-- 137721 - Enhancement - Search Reference on fields to show references for list views as well -->

====Added Ability to Send Cancelation Emails for Adobe Sign====

If you are using Adobe Sign for electronic signatures, a new option has been added to send a cancelation email to signees when the signing process is canceled from within SmartSimple. The process may be canceled from within Smartsimple via the '''E-signature Queue''' or the workflow task of '''E-Signature Cancellation'''. You can see the new setting called '''Send Cancellation Email to Signers''' by navigating to '''Global Settings''' > '''Integrations''' > '''Integration Key Management''' > Edit an '''Adobe Acrobat Sign''' setting.

<!-- 137747 - Adobe Cancellation Notification -->

====Added Improvements to Consumer Creation buttons====

You can now easily disable the consumer creation buttons based on '''Owner''', '''Person''', '''Branch''', and '''Company'''. You can also define a message to display to users explaining why they are not able to apply. For example, you could disable the button (button will be grayed out) if a user or organization has already applied once in order prevent users from applying to the same call multiple times.

<!-- 138877 - Consumer creation button, visibility options -->

====Added New File Download Log====

We added a new optional feature to track file downloads made by users, making it easier to see which users are downloading large amounts of files. You may review the number of files downloaded per user based on a date range or you may create a report to see which specific files were downloaded and by whom. To enable this feature navigate to '''Menu Icon''' > '''Global Settings''' > Toggle on '''Enable File Download Tracking'''. Then click the '''File Download Log''' link under '''System Information'''. When building a report, choose the data set called '''File Downloads'''.

<!-- 140584 - Additional Audit Capabilities -->

====Added Ability to Specify IP Ranges for Bypassing Secure Session Validation====

You can now specify a range of IP addresses that will allow users to bypass secure session validation. This setting is located at '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''IP addresses to bypass secure session validation'''. To enter a range of IP addresses, use a dash (Example: 65.93.203.0-65.93.203.255). To enter IP addresses that follow a certain pattern, use an asterisk (Example: 126.12.*.*).

<!-- 143932 - Allow a range of IP addresses to bypass secure session validation -->

==Notes for Admins==

====Added Enhanced Security Options for Single Sign-On====

<!-- 144700 - SSO encrypted assertion support? -->

====Added Ability to Report on Data Exchange History====

You can now report on the '''Data Exchange History''', making it easier to report on details around package exchanges. Within the '''Report Builder''' you can choose the new dataset option called '''Data Exchange History''' and add columns for related details such as when the package was sent and received and what the status of the package is.

<!-- 132667 - Dataset for Data Exchange History Reporting -->

====Updated API to Allow Update and Get/List for Profile Model Field Data====

We updated the API to allow update and get/list for '''Profile Model''' field data. When updating sf_Profile Model, data should be a jsonobject where the "node" is the profilemodel jsonnode name. This is an example of how to update the '''Profile Model''':

<!-- 152787 - Profile Model JSON data update via SmartConnect API -->

====Updated Question Set Builder Fields to Resolve ID Mismatch Issues====

If you have multiple environments and promote changes from development to staging to a live environment using the T2P tool, you will no longer encounter the ID mismatch issue related to the '''Question Set Builder''' when moving fields between environments.

<!-- 148162 - Question Set Builder and T2P -->