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New and Improved Features
New Features
- DAP-1943 - Enhance Notification Manager - to enable user to configure alerts and reminders and set recurrence
- DAP-4804 - Extend the feature to set values for Single and Multi-selection Controls
- DAP-4599 - Ability to configure "Read-Only" Documents Management App
- DAP-3979 - Ability to apply sorting to any column in "Manage Data Sources" screen
Enhancements
- DAP-4803 - Refactor Actions, Access and Set Actions
- DAP-3886 - Changes to app widget with options "Modify," "List" and "New"
- DAP-4898 - Integrate - JSRA Data Source to App Builder
- DAP-4802 - Integrate Contractor Data Source in App Builder
Mobile
- DAP-4294 - Android - App Summary Page
- DAP-4780 - Andriod - Apps List View Changes
- DAP-4293 - Android - Reviqo Apps Page with Record Count
- DAP-4627 - Mobile support for custom report to consider actions and include Action Items, Repeater sections
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Existing System: the system currently supports only immediate notifications.
Purpose: to be able to configure alert and reminder notifications.
Enhanced System: the 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. 4376 - Introduce Data Import feature for App Builder forms
- DAP-4600 - Ability to expose Outbound API to any app in App Builder
- DAP-4838 - Multilingual support extended to all languages
- DAP-4946 - Enhance Card View to provide the ability to change the layout, include labels and split action item counts
- DAP-5100 - Support formula builder in the action conditions
- DAP-4970 - Introduce data type selection and enhance data source filters based on the data type of the field
Enhancements
- DAP-5011 - Include "IsActive" column while exporting data from custom data sources
DAP-5229 - Apply sort ascending on Name column for all foundation system data sources
Mobile
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Existing System: Currently, there is no support for bulk data import
Purpose: To be able to import data to the app
Enhanced System: The user would be able to:
- Import data to a selected app from an Excel file
- Import data with permission
- Input data to a single location and a single app at once
- Import a limited number of rows and columns at once. (number of rows x number of columns shouldn't be greater than 10,000). For example, if a user is trying to import 10 columns of data, then the maximum number of rows he or she can import is 1,000.
- Receive notification about the status of the import once it is completed.
- 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 grayed out.
- The user can see statistics of how many records were processed and can access a detailed error log.
Impacts on existing forms: No
Available in Mobile: NA
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4600 - Ability to expose Outbound API to any app in App Builder
Existing System: User currently will be able to apply "Set Value" feature only to Basic controlsCurrently, the user can export data only from the 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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- The user would be able to export 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.
- The 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.
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4838 -
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Multilingual support extended to all languages
Existing System: We currently don't have this featurehave multilingual support for five (5) languages.
Purpose: Provide the option to search and view final documents on mobile.Enhanced Multilingual Support
Enhanced System: User The 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 the languages the ProcessMAP application supports.
- Multilingual translations should be loaded from the backend, as we don't have a UI to load.
- Now, data source values also have multilingual support.
Impacts on existing forms: No impact. impact
Available in Mobile: Yes, supported in mobile.
Step 1: Select the form as "Template Based" and select "Document Management" as the read-only template.
Step 2: Save the form
both iOS and Android
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4946 -
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Enhance Card View to provide the ability to change the layout, include labels and split action item counts
Existing System: We currently have sorting available only on the first columna card view with no configuration to change/adjust the layout.
Purpose: Provide flexibility to user to apply sorting on any column. To improve the user experience
Enhanced System: User The 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 as the data
- Open overdue action item counts will be displayed instead of the total count of action items
- To change the layout of the card view
- To set the preference as card view
Impacts on existing forms: No. No
Available in Mobile: NA.
No, this is only available on the web
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5100 - Support formula builder in the action conditions
Existing System: We don't have a sequence of execution of actions. formula 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 The user would be able to:
- See an additional option to sequence actions. Drag and drop the actions to sequence them the way as intended. the formula builder option for Numeric, Date, and Time controls in the action conditions
- Configure all the supported formula expressions and functions in the action conditions as well
Impacts on existing forms: No impact. impact
Available in Mobile: NA.
Yes, supported in both iOS and Android
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4970 - Introduce data type selection and enhance data source filters based on the data type of the field
Existing System: Currently, when clicking on any app, user is redirected to the list screen. Purpose: Improve the ease of use of apps. every field in the data source is of data type "String"
Purpose: To provide more flexibility for filters and to ensure 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.
- Columns include:
- AssessmentId
- AssessmentTitle
- AssessmentDate
- Description
- AssessmentType
- WorkArea
- Department
- ApprovalStatus
- AssessmentStatus
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 record.
- Columns include
- ContractorBusinessName
- ParentContractorBusinessName
- Classification
- License
- Phone
- QualificationStatus
- ResponsiblePerson
- ResponsiblePersonEmail
- select 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 the 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. For example: Data Type = Date, only Date values can be entered for that column.
- Based on this data type, now the user would be able to auto-populate values to date fields, toggles, and numeric controls.
- Also, the user can filter data sources effectively as we can see more options based on the data type.
Impacts on existing forms: No impactimpact
Available in Mobile: Yes
, supported in iOS and Android
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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 the user to the respective record
Enhanced System: Card View with Record CountThe user would be able to:
- Now the card view of the home page would also display the number of records that are available on a mobile device.
- It also shows the number of records that are yet to sync.
List Screen:
- List screen will now support a two-column display.
- It will display the number of open and overdue action items.
- There will be an icon to identify whether there are any attachments to that record.
- Users will know whether a record is synced or not with the help of a sync icon.
Summary Page:
- Support for Summary page configured in the summary builder.
- User will be able to print reports, duplicate a record and see a preview of the documents from summary screen. Navigate to the respective record when clicking on the notification link.
- In online mode, the app would download the record and then redirect the user to the record summary.
- In offline mode, if the record is already available on the device, then the user would be redirected. Otherwise, the app would show a "No records found" error.
Impacts to Existing Forms: NA.
Available in Mobile: Yes .
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Existing System: Currently, this is available only on Web.
Purpose: Ability to support conditional printing of custom reports.
Enhanced System: User would be able to:
- Print only the fields which are shown in the form.
- Check the option "Don't print hidden fields."
- Configure and print repeaters/action items/related data and attachments in the custom report template
- Note: This option is now an online-only feature. User can't access this feature when offline.
Impacts on existing reports: No impact, the option would default to "No." User can turn on if required.
Available in Mobile: Yes.on both iOS and Android
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