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New and Improved Features
New Features
- DAP-4376 - Introduce Data Import feature for app builder App Builder forms
- DAP-4600 - Ability to expose Outbound API to any app in app builderApp 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 column
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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App Builder forms
Existing System: Currently, there is no support for bulk data import.
Purpose: To be able to configure alert and reminder notifications.to import data to the app
Enhanced System: the user would 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. 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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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. NA
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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. both iOS and Android
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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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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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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.
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 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 Count:
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The user would be able to:
- 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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on both iOS and Android
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