Changes

Users can easily view the list of annotations in the right column, facilitating navigation to specific annotation fields and drilling into the collaboration conversation. Reply and edit functionalities for unlocked fields are conveniently accessible through a modal window.

[[File:2024-07-ticket-144147-1.png|thumb|none|800px|A record in <strong>Annotation Mode</strong> displaying the list of annotations as seen by the applicant. To view annotations related to a specific field, click on the desired field or the corresponding item in the list.]]

<!-- 159915 - AI Search / Natural Language Processing search -->

We’ve introduced a new search option where users can enter plain text and have the AI generate filter criteria for list views. To use this feature, click on the “Enable AI assisted search button” (robot icon) and type the desired criteria using natural language to filter the results. For example, you could type “Search for all records with the status ‘Draft’.”

<u>'''Note:'''</u> only data in the list view will be searched. You may opt to control the visibility of the AI Assisted Search toggle by going to '''Global Settings''' > '''+AI''' Tab.

[[File:2024-07-ticket-159915-1.png|thumb|none|800px|Activate the new Natural Language Processing (NLP) NLP search filter option by clicking the <strong>Enable AI Assisted Search</strong> icon, represented by a robot head, located in the search input of the list view. This action enables NLP mode.]]

Updated the Content Security Policy of web servers with a stronger configuration for improved security. One change included in this is that the platform will now begin blocking attempts to include executables such as script libraries sourced directly from external systems. The perceived behavior of this may be an inability of a user's web browser to load or run script content that is being imported directly from an external source. An example error message thrown by a web browser may make reference to the server's Content-Security-Policy which has blocked the loading of a resource. If you encounter any issues due to this change, SmartSimple may be able to make custom but temporary adjustments to your local SmartSimple environment to again allow the inclusion of the affected external resources. A permanent solution to this issue would be to avoid the inclusion of external resources into your SmartSimple system, but instead to store a copy locally within your system and reference the local copy of the resource.

[[File:refused-to-load-script.png|thumb|none|800px|An example of a blocked script displayed in Google Chrome's Developer Tools (accessible via the F12 key).]]

===Minor Updates===

====From Address in Group Email Now a Dropdown====

To prevent email spoofing, the '''From Address''' field in the group email feature is now a dropdown menu and is no longer accepting free-form text input. Users can select the default '''From Address''' if configured, or choose their own email address. If no default email address is set, "donotreply@smartsimplemailer.com" will be available as an option. Users can add additional email addresses to the '''From Address''' dropdown by navigating to '''User Menu''' > '''Personal Settings''' > Enter additional email addresses into the '''Email From Address''' field. If you are using an SMTP relay, any additional email addresses must use a domain accepted by your mail server or use a domain such as @smartsimplemailer.com. Otherwise, the email may be blocked or sent to spam.

[[File:2024-07-ticket-160433-1.png|thumb|none|800px|The <strong>From Address</strong> field in the group email feature is now a dropdown menu and is no longer accepting free-form text input to prevent email spoofing.]]

====Asynchronous Loading of List Views====

<!-- 162592 - Avoid sending portal shortcut aggregate requests all at once -->

We've updated the loading of list views to be asynchronous, allowing you to interact with certain elements before all list data is fully loaded. Additionally, we've changed how we load shortcut list view aggregate numbers to reduce performance impacts.

[[File:2024-07-ticket-162592-1.png|thumb|none|800px|List views will load asynchronously, enabling interaction with certain page elements before the entire list is fully loaded.]]

====Enhanced Virus Scanning====

<!-- 136010 - Real time virus scanning for SmartFolders -->

'''System Administrators''' can navigate to '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > Click the '''Virus Infected Files''' link to see a list of files that were deleted from where, when and who uploaded them.

[[File:2024-07-ticket-136010-1.png|thumb|none|800px|Uploaded files will now undergo automatic virus scanning. If a suspected virus is detected, the file will be deleted and the user will be notified. Administrators may access a list of information about deleted files.]]

==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''':

[[File:2024-07-ticket-145858-A.png|thumb|none|800px|A conflict-of-interest attestation screen has been designed utilizing the privacy and security feature. User attestations and acceptances are stored and can be viewed by both users and administrators.]]

[[File:2024-07-ticket-145858-C.png|thumb|none|800px|The policy settings page enables administrators to set effective dates, enforcement intervals, acceptance options, and view acceptance details.]]

[[File:2024-07-ticket-125333-1.png|thumb|none|800px|The new optional follow button on organization list views allows users to subscribe to notifications.]]

[[File:2024-07-ticket-125333-2.png|thumb|none|800px|The new optional follow button on organization record allows users to subscribe to notifications.]]

====New Feature for Creating and Scheduling Activities in Bulk====

<!-- 132800 - Volunteer Management - Scheduler for L2 Shifts -->

For '''System Administrators''' looking to activate this feature, navigate to the desired '''Universal Tracking Application''' > '''Configuration Settings''' >''' Level 2''' tab > Click the '''Activity Scheduler''' link to configure one or more wizards.

To display a button that launches the activity scheduler on a Level 1 record, create a custom field of the type display text and variables. In the content input, enter <code>@ssGet(ACTSCHEDULER,activity_scheduler_name)@</code>, replacing "activity_scheduler_name" with the name you specified for your activity scheduler.

====+AI insights Training Files====

<!-- 160192 - List, delete, and upload training files to AI Insight -->

With the '''+AI Insights''' feature, you can create a custom AI model tailored to your needs. Use the '''Training Files''' tab to upload and manage files that can contain data from outside your system. Upload organization or community-related documents such as call guidelines and compliance documentation, enabling users to query the model for better understanding. Additionally, upload your research and project outcomes to facilitate easy sharing and allow the AI to respond to questions about your impact.

Users can access Instance and Global level models in the header of your system. '''System Administrators''' can configure a '''+AI Insight''' model by navigating to '''Menu Icon''' > '''Global Settings''' > '''+AI''' tab

<u>'''Note'''</u>: You will need an OpenAI license to use AI features on SmartSimple. Contact your account manager or sales@smartsimple.com for further information on billing and implementation.

To learn more about all our AI features, visit the wiki at https://wiki.smartsimple.com/wiki/AI

The '''System Variables''' feature allows administrators to define a value in one place and display it throughout different areas of the system. This simplifies maintenance, as an administrator can update a value in one location and the change will take effect across the entire system.

With this upgrade, you can now specify language translations for system variables. Instead of creating separate variables, you can create a single variable and display different values based on the user's language. If no translation is defined, the system will display the English language value.

[[File:2024-07-ticket-147155-1.png|thumb|none|800px|Provide translations for system variables to show varying content based on the user's language.]]

The "Special – Linked Record List" custom field enables you to view and add related items to a record directly within the interface, eliminating the need to navigate to other areas of the system.

This feature simplifies the process of managing organizations, users, activities, and invitations. With this upgrade, you can now view and add notes using this custom field, for an improved user experience.

[[File:2024-07-ticket-146000-1.png|thumb|none|800px|Display notes directly within the record interface using the "Special – Linked Record List" custom field.]]

If you have implemented the new feature for research clients to acknowledge reviewer contributions to peer review activities by sending participation data from review panels to ORCID profiles (available since May 2024), direct researchers to click the "Re-Import ORCID Data" button on their user profile to display these peer reviews acknowledgments.

[[File:2024-07-ticket-156534-1.png|thumb|none|800px|Direct researchers to click the "Re-Import ORCID Data" button on their user profile to show newly added data including peer review acknowledgments.]]

====New Feature PDF Text Export====

<!-- 159322 - AI Vision for PDF File Processing -->

We've introduced the capability to extract text from PDF files and store it in a multiline text custom field. Once the data is extracted into this field as plain text, it can be utilized with our '''+AI''' features for tasks such as translation, summarization, and manipulation.

'''System Administrators''' can enable this feature by navigating to the desired "Upload - Multiple Files Storage" custom field, toggling on '''Enable PDF Text Export''', and specifying the multiline text custom field under the "Value Storage" section where the extracted content should be stored.

====Added Ability to Change Submit Button Label====

<!-- 158330 - Ability to edit Submit button caption on sign-up pages for accessibility standards -->

We've made it easy to change the submit button label on organization or user sign-up pages to something more specific like “Submit Registration”. Simply navigate to the desired sign-up page under '''Global Settings''' > '''Organization''' or '''User''' tab, and enter your desired value in the '''Submit Button Label''' input field. Remember to define translations for all supported user languages.

==Notes for Admins==

====New Support for OAUTH Authentication for SMTP Relay and Migration of Credentials to Integration Keys====

<!-- 144982 - OAuth2 for SMTP relay -->

Added support for OAUTH 2.0 authentication within the SMTP Relay integration functionality. This will allow you to now configure this alternative authentication method instead of the basic authentication that was previously the only option available. To do this, go to '''Global Settings''' > '''Integrations''' tab > '''Integration Key Management''' > Click the plus icon to create a new Integration Key. In the '''Type''' dropdown, you will see two new options under the keystore category: "Basic Authentication" that represents the previously existing method for SMTP relay and the new "OAuth 2.0".

The settings for existing configurations of SMTP Relay have been updated and moved. Where previously the authorization credentials were stored in the block of SMTP Relay settings in the '''Global Settings''' > '''Communications''' tab, these have now been moved into the Integration Keys configuration area to better separate the management of credential secrets versus the integration behavior. After this update, you can find your authentication credentials located in the Integration Keys area as a keystore, and in the '''Global Settings''' > '''Communications''' tab. You simply need to select the appropriate keystore and authentication mechanism to easily manage this integration.

<!-- 142722 - Can we indicate which filters are config only -->

We have enhanced the filter list view to clearly indicate which filters are designated as configuration-only and thus not visible to end users. You can now easily identify these filters without needing to open each filter. To view the new configuration only indicator column, navigate to the desired '''Universal Tracking Application''' >''' Configuration Settings''' >''' Level 1''' tab> Click on the '''Search Filters''' link to access the updated list of filters, featuring the "Configuration Only" column.

====SmartCheck Validation List View Enhancements====

<!-- 137153 - SmartCheck Validation list view improvements -->

We've enhanced the '''SmartCheck Validation''' list view by adding columns for “Last Updated”, “Modified By”, “Attached Submit Buttons”, and “ID”. These additions allow you to search based on this information, making it easier to find and troubleshoot '''SmartCheck Validation'''.

====Improved System Design Summary====

<!-- 139200 - Add CFs for Orgs and Contacts in the System Design Summary -->

We’ve introduced the ability to use the Signority Smart Tags feature by using anchor text within the webpage view, providing more control over the position of signature elements.

The e-signature configuration for Signority has also been updated. New clients using this integration must set up an integration key under '''Global Settings''' > '''Integrations''' tab > '''Integration Key Management'''. For existing clients, the integration key will be automatically transitioned. Additionally, a new option has been added to allow the use of a sandbox Signority key for testing and troubleshooting during the implementation process.

====Updated Stripe Integration====

<!-- 157124 - Update Stripe API -->

'''Administrators''' can enable the Stripe Connect feature by navigating to:

'''Menu Icon''' > '''Global Settings''' >''' Integrations''' tab > Toggle on''' Enable Stripe Connect''' under the “Service Settings” section.

====Added Ability to Report on Subject Line Data for Notes====

<!-- 150219 - Subject Line for Notes - Adding Reporting Functionality -->

Added the ability to report on the '''Subject Line''' of the '''Notes''' feature. To enable this feature, navigate to '''Global Settings''' > '''System''' tab > Toggle on '''Enable Subject Line for Notes'''.

====New Reauthorization Option for Adobe Sign and DocuSign====

<!-- 163019 - Provide a way to revoke or remove the stored access tokens in eSignature Providers or any OAuth authentication -->

If you use Adobe Sign or DocuSign as your e-signature provider, you now have the option to reauthorize (sign out and sign back in). This is useful if you need to change the user account used for authorization, for instance, if your current account lacks the necessary permissions.

To access this new feature, navigate to the '''Menu''' icon > '''Global Settings''' > '''Integrations''' tab > Click the "Check Adobe Acrobat Sign/DocuSign Access" button.

====Updated Work with +AI Feature====

<!-- 162190 - Formatting of OpenAI responses (markdown format) -->

Updated the '''Work with +AI''' interactive interface to support markdown formatting. Responses will now properly render lists, bold text, and other formatting elements.

[[File:2024-07-ticket-162190-1.png|thumb|none|800px|The <strong>Work with +AI</strong> interactive interface now includes formatted responses.]]

====Updated SmartConnect API====

<!-- 163265 - SmartConnect Functions Very Slow -->

<!-- 163599 - No validation in API Integration - Security Risk -->

Clients may now manage the inclusion of archived records in SmartConnect API calls. Use the parameter <code>{"includearchive":0}</code> to exclude archived records and improve performance. By default, archived records are included in API calls.

* Numeric value for a '''Text Box - Number''' field

* '''YYYY-MM-DD''' format value for a '''Text Box - Date''' field

If content is sent with invalid data format, it will be ignored. A new field error node will list the fields that failed validation for record creation and updates.