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Existing System: Currently, there is no support for bulk data import.
Purpose: To be able to configure alert and reminder notificationsto import data to app.
Enhanced System: the user User would be able to:
- Schedule a notification to be sent based on the recurrence pattern.
- Based on the first notification date and the recurrence pattern system would send out the notifications for every record.
- Notify Until option would be helpful to configure how many times the notification has to repeat.
- Any notifications configured would be triggered for only the records created after the notification is configured. Import data to a selected app, from an excel file.
- This option to import data will be permission-based.
- User will be able to input data only to a single location and single app at once.
- There is a limit on the number of rows and columns a user can import at once. (No. Rows x No. of Columns) shouldn't be greater than 10000.
- Ex: If user is trying to import 10 columns data, then the maximum number of rows he can import is 1000.
- Once the import is completed, user will receive a notification about the status of import.
- In case of data import: Action conditions, Set Actions, Auto-populations and dependencies will not be evaluated.
- In case of any data discrepancies, the record will be griefed out.
- User can see statistics of how many records got processed and detailed error log is also available.
Impacts on existing forms: No
Available in Mobile: NA
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Existing System: User currently will be able to apply "Set Value" feature only to Basic controlsCurrently, user can export data only from list screen.
Purpose: Provide flexibility to user to auto-populate single-select, multi-select controls based on action conditionsexport bulk data from the system from all locations.
Enhanced System: Changes include:
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- User would be available able to be selected for "Set Action" while configuring actions.
- Single-Select Controls include: Dropdown, Single Auto-Complete, Tree View.
- Multi-Select Controls include: Multi Auto Complete, Multiple Choice and Segmented Controlexport data for either a single location or multiple locations under a level.
- Data will be returned only if valid (token) credentials are passed as input.
- User can extract data for a date range of a maximum of one year.
Impacts on existing forms: No impact.
Available in Mobile: Yes, supported in mobile NA.
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Existing System: We currently don't have this featurehave multilingual support for 5 languages.
Purpose: Provide the option to search and view final documents on mobileMultilingual support to all apps.
Enhanced System: User would be able to:
- Configure Document Management app using the Template-based app option.
- Step 1: User needs to click "App Studio" to create a new app.
- Step 2: Select the form settings - template-based toggle as "Yes"
- Step 3: Select the "Document Management" as the "Read-Only Template".
- Step 4: Save the form and user should see the documents in view-only mode by location.
- The documents can be viewed in all the platforms (Web, iOS and Android)
- Access the app in all language ProcessMap application supports.
- Multilingual translations should be loaded from backend as we don't have a UI to load.
- Now, data source values also have multilingual support.
Impacts on existing forms: No impact.
Available in Mobile: Yes, supported in mobileboth iOS and Andriod.
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Existing System: We currently have sorting available only on the first columncard view with no configuration to change/adjust layout.
Purpose: Provide flexibility to user to apply sorting on any columnTo improve user experience.
Enhanced System: User would be able to:
- Apply sorting either ascending or descending for any column configured in the data source.
- User has to click the "Field Settings" button to access this option. See the field labels as well along with data.
- Open, Overdue action item counts will be displayed instead of the Total count of action items
- Ability to change the layout of the card view.
- Ability to set the preference as card view.
Impacts on existing forms: No.
Available in Mobile: NA. No, this is only available in web.
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Existing System: We don't have a sequence of execution of actionsformula builder support in action conditions.
Purpose: To be consistent in the way the action conditions execute across platforms (Web, iOS and Android)able to set dynamic conditions in the form using formula builder.
Enhanced System: User would be able to:
- See an additional option to sequence actions. Drag and drop the actions to sequence them the way as intendedformula builder option for Numeric, Date and Time controls in the action conditions.
- Will be able to configure all the supported formula expressions, functions in the action conditions as well.
Impacts on existing forms: No impact.
Available in Mobile: NA Yes supported in both iOS and Andriod.
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Existing System: Currently, when clicking on any app, user is redirected to the list screen. Purpose: Improve the ease of use of appsevery field in the data source is of data type "String".
Purpose: To provide more flexibility to have filters and auto-populations are flawless.
Enhanced System: Changes include:
- Option to navigate to List, Create New and Modify App screens directly from the widget.
- These options will show up based on the user's permission for a particular app.
Impacts on existing forms: No impact.
Available in Mobile: NA.
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Existing System: Currently, we don't have a system data source to pull Risk Assessment records.
Purpose: Ability to pull and associate Risk Assessment records to any app.
Enhanced System: Changes include:
- Show "RiskAssessments" data source in the data sources list.
- User can now configure this to any app by mapping to either a single-select or multi-select control.
Impacts on existing forms: No impact
Available in Mobile: Yes
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Existing System: Currently, we don't have a system data source to pull a list of contractors.
Purpose: To provide flexibility to configure contractors to any app.
Enhanced System: User would be able to:
- See "Contractors" as a data source in the data source list.
- User can now configure this to any app and select the contractors for a recordselect a data type for a column - This will be available only before saving the data source.
- No option to change the data type once the data source with newly added column is saved.
- Supported Data Types - String, Date, Integer, Decimal and Boolean.
- Once a particular data type is selected, values entered will be validated against that data type. Ex: Data Type = Date, only Date values can be entered for that column.
- Based on this data type, now user would be able to auto-populate values to date fields, toggles, numeric controls.
- Also, user can use data source filters effectively as we can see more options based on the data type.
Impacts on existing forms: No impact.
Available in Mobile: Yes, supported in iOS and Andriod.
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Existing System: Currently, there are a few usability gaps on iOS and Android platformsthe notification link opens up a browser instead of the MobilePro app.
Purpose: To improve usability and take user to the respective record.
Enhanced System:
Card View with Record Count:
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User would be able to
- Navigate to the respective record when clicked on the notification link.
- In online mode, app would download the record and then redirect user to the record summary.
- In offline mode, if record is already available on device, then user would be redirected. Else, app would show "No records found" error.
Impacts to Existing Forms: NA.
Available in Mobile: Yes on both iOS and Andriod.
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