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New and Improved Features

New Features

1. Data Source Management
2. Data Source Filters
3. Customize the System/Auto Generated ID
4. Introduce New Control-Tree View for Showing the Department Hierarchy

5. Introduced - Summary Builder (Mobile)

6. Enhance Mobile List-View Builder to Support Two-Column Display - with Action Item Counts
7. Color Coding for Segmented control
8. Information Guide Note
9. Ability to Select "Icons" for Fields

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Customize the System/Auto-Generated ID

Existing System: Currently, it appears as  <Formcode>-<YYYY>-<DAP>-<timestamp> - Example: "PTW-2020-DAP-0120020156499"

Purpose: Ability to configure the system generated ID as per business needs

Enhanced System: 

1. User would be able to configure the format using the below options:
   • Country
   • Location Code
   • Form Code
   • Calendar Year
   • Fiscal Year
   • Timestamp
   • Sequence Number by Form
   • Sequence Number by Form by Location
   • Sequence Number by Form by Location by Calendar Year
   • Sequence Number by Form by Location by Fiscal Year
2. For new forms, the default format would be "@@Formcode-@@CalendarYear-@@Timestamp"

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 Introduce New Control-Tree View for Showing the Department Hierarchy

Existing System: Currently, it appears as a flat list in the drop-down 

Purpose: To provide flexibility to user to select the right value using the hierarchy

Enhanced System: 

• User would be able to see the data in hierarchical view 
• Currently, this control would be only for single selection 
• User would be able to select either the parent or child departments 

Impacts to Existing Forms: 

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 Introduce - Summary Builder (Mobile)

Existing System: Currently, we don't have summary screen for apps 

Purpose: To provide a summary of the record without having to navigate to the details screen

Enhanced System: 

• User would be able to configure the fields which they want to see on summary 
• User would also be able to see the Attachments, Action items, Repeaters and Related Data 
• There would be additional options in the summary:
  • Export PDF
  • Duplicate
  • Email me a Copy

Impacts to Existing Forms: 

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 Enhance Mobile List-View Builder to Support Two-Column Display - with Action Item Counts

Existing System: Currently, we don't have two column support for apps mobile list 

Purpose: To improve usability 

Enhanced System: 

• User would be able to configure the fields in a two-column format 
• User would also be able to see the counts of Overdue and Open Action Items
• There would be additional icons:
  • Pin icon - to denote if there are attachments associated with that record
  • Sync icon - to denote if the record is not yet synced to server

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 Color Coding for Segmented Control

Existing System: Currently, we don't have color display for options in segmented color 

Purpose: To improve usability

Enhanced System: 

• User would be able to configure colors for each of the individual values 
• On selecting a value, user would be able to see the color configured
• Default color would be "Standard Blue"
• This color configuration would be possible only in case of single selection 

Impacts to Existing Forms: 

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 Information Guide Note

Existing System: Currently, we don't have the option to configure guide note for any field 

Purpose: To improve usability 

Enhanced System: 

• User would be able to configure guide note for the controls 
• Guide note can be configured for all controls except Section, Repeater and Attachment controls 
• We have an option either to select "Custom Text" as a guide note or "URL" 
• Guide notes would display only in Mobile and not on web forms

Impacts to Existing Forms: 

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 Ability to Select Icons for fields

Existing System: Currently, default icons are assigned to each control 

Purpose: To improve usability 

Enhanced System: 

• User would be able to configure icons for the controls 
• A library of icons is available for user to choose the icons 

Impacts to Existing Forms: 

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 Record Level Permissions (Self and Others)

Existing System: Currently, there is no record level security applied to apps

Purpose: To enhance the security of apps 

Enhanced System: 

• Admin user would now be able to further split permissions into "Self" and "Others" to view app's data 
• The same would be applied for form share as well
• When "Others" permission is selected, the respective permission from "Self" would also get applied 

Impacts to Existing Forms: 

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  Ability to Sort and Save the Forms Displayed on the App's Home

Existing System: Currently, all apps are sorted by created by date 

Purpose: To improve usability 

Enhanced System: 

• Admin user would now be able to sort the forms as per his/her preference
• Once saved, the apps would be displayed to all users in the same order  
• Any new form created would appear on the top of the list

Impacts to Existing Forms: 

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  Persist the View (Card or List) Selection by User on the App's Home

Existing System: Currently, card view is the default view for web and icon view for mobile

Purpose: To improve usability

Enhanced System: 

• User's last viewed option would now persist - if he/she selects the list view then every time the app will show the list view
• Even on the web, the last viewed option would persist  

Impacts to Existing Forms: 

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  Hiding a Form in Mobile and Display Only on the Web (Restricted Access of Apps)

Existing System: Currently, any would be displayed both on web and mobile

Purpose: To provide flexibility

Enhanced System: 

• Now, there is a new configuration (backend) to support show/hide apps
• Using this configuration an app can be hidden on mobile and can be available only on web 

Impacts to Existing Forms: 

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  Adding App Roles as a Data Source and Adding Role ID Column to User Data Source

Existing System: Currently, we don't have roles as a data source 

Purpose: To provide flexibility to filter users based on their roles 

Enhanced System: 

• Admin user would now be able to configure "App Roles" data source to a control
• Based on this control, he/she can configure another control with "User's" data source
• User would be able to build dependency between both using the Role ID column

Impacts to Existing Forms: 

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  Inactive Lookups Should Show as Strikeout in the List Screen

Existing System: Currently, this implementation is only there for system lookups 

Purpose: To improve usability 

Enhanced System: 

• User would now be able to view all the inactive values in strikeout
• This implementation is applicable for both web and mobile

Impacts to Existing Forms: 

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  Show Record Created By and Date, Updated By and Date in the List View Along with the Location

Existing System: Currently, we don't have these as options in list to pull data 

Purpose: To improve usability

Enhanced System: 

• User would now see additional options like Location Name, Created By, Created Date, Updated By and Updated Date
• Once options are saved to the view, the list would show these for each record available for that app  

Impacts to Existing Forms: 

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  Enhance Image Control to Support Uploading Attachments

Existing System: Currently, image control has option to support URL 

Purpose: To improve usability

Enhanced System: 

• Admin user would now be able to upload an image
• This image would be rendered both on web and mobile  

Impacts to Existing Forms: 

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  Usability Changes to Mobile App

Existing System: Currently, there are few usability gaps 

Purpose: To improve usability

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• Dropdown control redesign
• Toggle Button style changes

Landing Page: 

• Show the quick links for creating a new record, view records and manage action items 
• Have "My To Do" section with count of all action items 

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