This document provides an overview of the new features released in Aptify version 7.2. The content of this document is divided into the following sections:
Azure Enablement in Aptify
Automation of Aptify Web Azure Deployment
Starting with the Aptify 7.0 release, the Aptify product has been enabled to run on the Azure platform. In the Aptify 7.2 release, further enhancements have been made to deploy Aptify Web application on App services automatically. To support the automated deployment of Aptify Web App services, a Logic App has been developed. This automated deployment supports full deployment (single file) and partial deployment (specific files) of App services. Please refer to Aptify Web Automated Deployment for information on how to use the automated deployment.
Aptify Web
Validation of Sales General Ledger Accounts Entry
In Aptify release 7.2, a new validation has been implemented to enforce the use of a single Sales GL entry during the creation or modification of products. This validation ensures that a product record cannot be saved if it contains more than one Sales GL entry. In case a user attempts to create a second sales GL entry, an error message—'Product records with multiple Sales GL entries cannot be saved. Please update the GL accounts to reflect the appropriate Sales GL entry.'—will be displayed on the screen, preventing the user from saving the record. To proceed with the creation or modification of a product, the user must delete one of the Sales GL entries. This functionality is accessible in both Aptify Web and Aptify Smart Client applications. Please note: End Users do not have the permission to delete Sales GL entries. In such cases, the user must submit a request to the administrator for entry deletion.
View Pagination Enhancements in Aptify Web
In Aptify release 7.2, performance improvements have been implemented to the view pagination functionality to improve the user experience. With this enhancement, the large datasets are made more manageable so that the users are able to navigate through the view pages in a more efficient way. For more information on how to configure this feature refer to the View Pagination Enhancements document.
CardPointe Integration with Aptify Phase II
CardPointe is a complete payment processing platform provided by CardConnect, a leading payment service provider. It offers solutions for accepting and managing several types of payments, including credit cards, debit cards, and electronic checks. It uses special technology to protect sensitive payment data, which keeps it safe from fraud and unauthorized access. The integration of CardPointe with Aptify is carried out in phases.
Phase I implementation was released in Aptify release 7.1 which included CardPointe payment gateway integration with Aptify Web, Aptify Smart Client and Aptify e-Business applications. It implemented two modules namely, CardPointe Gateway and Hosted iFrame Tokenizer. For further details on this topic refer to Integrating Cardpointe with Aptify document, for information on how to set up and configure CardPointe refer to Setting up Cardpointe with Aptify.
This release includes phase II implementation of CardPointe integration with Aptify. Aptify 7.2 consists of Automatic Clearinghouse (ACH) implementation in Aptify Smart Client, Aptify e-Business and Aptify Web applications. An ACH transaction corresponds to an electronic wire transfer from a customer's bank account to the organization's bank account. ACH transactions include debit cards, electronic checks, and wire transfers. As with credit cards, processing ACH transactions electronically requires integration with a third-party processor like Cardpointe.
Below are the topics implemented in release 7.2:
Personal Dashboards Creation in Aptify Web
A dashboard is a workspace that provides access to many common functions within Aptify. A user can perform all their common day-to-day tasks directly from one or more dashboards without having to access the Folder List or individual views. Aptify release 7.2 has made further enhancement to this feature by enabling users to create a copy of one of the existing dashboards to meet their needs. Most users will find modifying an existing dashboard easier than creating an entirely new dashboard. For ease-of-use Aptify also recommends that a user modify one of the existing dashboards to meet their needs.
To know more about how to create a personal copy of a dashboard, refer to Creating a Personal Dashboard document.
View Usability Enhancements
Aptify release 7.2 enhances the user experience with Views by introducing a new setting option known as Compact Mode. This option enables users to manage a larger volume of records within their views. Modifications have been done to the user interface to eliminate white spaces around the view records, resulting in a denser, more information-packed display, with the ability to see more records at once.
To know more about the Compact Mode option, refer to Setting Compact Mode option for Views article.
Grouping Support in Aptify Calendar View
Calendar views display records representing events or transactions in a calendar according to the date and time at which they occur.
Starting Aptify release 7.2, Aptify Web application supports Grouping functionality for Calendar View. This release supports "Date Inside Group" type of grouping style. Any view which is created from the Aptify Smart Client application with grouping Style as "Group Inside date" will be loaded as "Date Inside Group" by default. For more information on how to group Calendar Views in Aptify Web refer to Creating Calendar Views.
Aptify Installer Enhancement
Aptify release 7.2 introduces significant improvements to the Aptify Installer to enhance user's installation experience and to make the installation process more efficient. With this enhancement, the installation time for Aptify application is reduced considerably with improved reliability due to better handling of runtime errors. To know more about the implementation, refer to Enhancements to Aptify Installer article.
Zendesk URL Integration in Aptify
With the migration of Aptify Documentation to Zendesk, the context help feature in Aptify now links directly to Zendesk. All existing help links originally pointing to Confluence help documentation have been replaced with Zendesk links. For more information on context help URL and configuration steps, refer to Context Help Support in Aptify Web document.
e-Business 7.2
Downloadable Products for e-Business 7.x
Downloadable products are an important product category for associations. Downloadable products are digital items or resources that can be purchased or accessed by members or customers of an association. These products include e-books, audio files, videos of recorded webinars/conferences and other digital content. Association often offers these products to provide value to their members or customers, share knowledge, or generate additional revenue streams.
Aptify 7.2 release introduces downloadable products in e-Business 7.x as "My Downloads". Any registered user that has purchased a digital product is able to access My Downloads functionality. For more information refer to Downloadable Products document.
SAML Single Sign-On Support on e-Business 7.2 and above
SAML (Security Assertion Markup Language) SSO (Single Sign-On) minimizes the number of times a user has to login to various websites. It does this by having the user manually login to one site (called the identity provider or IDP) and then automatically logs the user into one or more other sites (called service providers or SPs), without having to provide credentials.
With Release 7.2, SAML SSO support is provided in e-Business7.2.
For more details on the SSO configurations to be done, please check SAML e-Business SSO document.
Security Improvements
Broken access control improvement
In this release, the broken access control feature is made configurable by enabling and disabling “Aptify.Framework.Services.EnableBrokenAccessControl“ key present in Aptify Web config file. This feature consists of significant security improvements to enhance the access control of views. To validate permissions for a particular view, authorization filters have been created. When dealing with entity views linked with an application, the authorization process considers the application security group and user permissions. In cases where an entity is not linked to any application, the authorization is based on the entity's security group and user permissions. Based on these factors the view access request will be served.
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