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New and Improved Features
New Features
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New and Improved Features
New Features
- Data Source Management
- Data Source Filters
- Customize the System/Auto Generated ID
- Introduce new control New Control-Tree view View for showing Showing the department hierarchyDepartment Hierarchy
- Enhance Mobile List-View Builder to support two-column display - With Action item countsColor coding Support Two-Column Display - with Action Item Counts
- Color Coding for Segmented control
- Information Guide Note
- Ability to select Select "Icons" for fieldsFields
Improved Features
- Record Level Permissions (Self & and Others)
- Ability to sort Sort and save Save the forms displayed Forms Displayed on the apps App's home
- Persist the viewView (Card or List) selection Selection by user the apps homethe User's App's Home
- Hiding a form Form in mobile Mobile and display only Display Only on the web Web (restricted access Restricted Access of appsApps)
- Adding App roles Roles as a data source Data Source and adding Adding Role Id column to user data sourceInactive lookups should show as strikeout in the list screenID Column to User Data Source
- Inactive Lookups Should Show as Strikeout in the List Screen
- Show Record Created By and Date, Updated By and Date in the list view along List View Along with the locationLocation
- Enhance Image control to support uploading attachmentsControl to Support Uploading Attachments
Usability Changes (Mobile)
- Show progression Progression in an appApp
- Landing Page for the appApp
- Reviqo Apps Page with the record countRecord Count
- Make more pronounced section separatorSection Separator More Pronounced
- Show location name Location Name in All Screens
- Calendar Icon to all pages except detailsAll Pages Except Details
- Dropdown control redesignControl Redesign
- Toggle Button style changesStyle Changes
- Show Only 5 Five Icons in Portrait and 6 Six in Landspace in a row Row for iPads with larger Larger Image
Usability Changes (Web)
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- Data Source Structure/Data Flattening
- App Builder Microservices de-monolith changes.De-Monolith Changes
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Existing System: There is no UI to manage all data sources. sources
Purpose: To improve usability and enhance the features.
Enhanced System: User would be able to to:
- Add a multi-column data source.
- Easily access/add/manage all the data sources from "Manage Data Sources" screen.
- Enhanced Import import data source feature. feature
- Ability to build dependencies for custom data sources. sources
Impacts to existing formsExisting Forms:
- None.
Navigate to Manage Data Sources:
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Manage Data Sources List:
Add/Edit Data Source: (Note: Only Custom Data Sources can be
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Edited/
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Added)
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Existing System: We currently don't have this feature.
Purpose: Ability to filter the data source values.
Enhanced System: User would be able to to:
- Add filters to a control by selecting the values from the data source fields.
- Can apply Apply filters on both system and custom data sources.
Impacts for Existing forms:
- No impact for existing forms as the filters would be blank.
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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:
- 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
- For new forms, the default format would be "@@Formcode-@@CalendarYear-@@Timestamp".
Impacts to existing formsExisting Forms:
- The default format for existing forms would be "@@FormCode-@@CalendarYear-DAP-@@Timestamp".
- As it this is the current format, so there is no impact to existing forms data.
- If user changes the format, it would apply to the records created going forward.
Configuring ID Format in Builder:
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New Control-Tree
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View for
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Showing the
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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. view
- Currently, this control would be only for single selection. selection
- User would be able to select either the parent or child departments. departments
Impacts to existing formsExisting Forms:
- As this is a new control, user has to add this to the form to see it.
- Any other control configured with department control would behave as earlier as a earlier
Configuring the control Control in the formForm:
Selecting a department in Department on the Web:
Display on the formForm:
Display in List:
Mobile:
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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. summary
- User would also be able to see the Attachments, Action items, Repeaters and Related Data. Data
- There would be additional options in the summary:
- Export PDF
- Duplicate
- Email me a Copy.
Impacts to existing formsExisting Forms:
- All the fields configured for display in the List would come in the summary tooalso. User can change this by form. form
- All the action buttons would be by default turned on.
- (Attachment, Action Item...) Cards wouldn't be turned on.
Configuring the Summary in App Settings:
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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 the usability. usability
Enhanced System:
- User would be able to configure the fields in a two-column format. format
- User would also be able to see the counts of Overdue and Open Action items. Items
- There would be additional icons icons:
- Pin icon icon - To to denote if there are attachments associated with that record.
- Sync icon - To to denote if the record is not yet synced to server.
Impacts to existing formsExisting Forms:
- All the fields configured for display in the List would come in the summary tooalso. User can change this by form. form
- All the action buttons would be by default turned on. turned on by default
- (Attachment, Action Item, etc...) Cards wouldn't be turned on.on
Form Builder Configuration:
Mobile List Display:
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Coding for Segmented
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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. 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. selection
Impacts to existing formsExisting Forms:
- All the existing forms segmented control colors would be defaulted to "Blue".
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Existing System: Currently, we don't have the option to configure guide note for any field.
Purpose: To improve usability. usability
Enhanced System:
- User would be able to configure guide note for the controls. Except Section, Repeater, Attachment controls, guide controls
- Guide note can be configured for all the other controls. 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 formsExisting Forms:
- No impact.
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Select Icons for fields
Existing System: Currently, default icons are assigned to each control.
Purpose: To improve usability. usability
Enhanced System:
- User would be able to configure icons for the controls. controls
- A library of icons is available for user to choose the icons. icons
Impacts to existing formsExisting Forms:
- All default icons are assigned to existing controls.
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and Others)
Existing System: Currently, there is no record level security applied to apps.
Purpose: To enhance the security of apps. apps
Enhanced System:
- Admin user would now be able to further split permissions into "Self" and "Others" to view apps data. 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 formsExisting Forms:
- Both Self and Others would be selected for all the apps.
Security → Roles:
Form Share:
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Sort and
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Save the
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Forms Displayed on the
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App's Home
Existing System: Currently, all apps are sorted by created by date.
Purpose: To improve usability. 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. order
- Any new form created would be appearing appear on the top of the list.
Impacts to existing formsExisting Forms:
- Existing apps would still be sorted by created date.
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View (Card or List)
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Selection by
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User on the
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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 if he/she selects the list view then every time the apps always shows app will show the list view.
- Even on the web, the last viewed option would persist. persist
Impacts to existing formsExisting Forms:
- The default settings would apply and there is no impact to existing forms.
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Form in
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Mobile and
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Display Only on the
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Web (
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Restricted Access of
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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 of apps.
- Using this configuration an app can be hidden on mobile and can be available only on web. web
Impacts to existing formsExisting Forms:
- All the existing forms would be available on both web and mobile as per the current configuration.
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Roles as a
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Data Source and
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Adding Role
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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. 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 an other another control with "UsersUser's" data source
- User would be able to build dependency between both using the Role Id ID column.
Impacts to existing formsExisting Forms:
- None.
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Lookups Should Show as Strikeout in the
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List Screen
Existing System: Currently, this implementation is only there for system lookups.
Purpose: To improve usability. usability
Enhanced System:
- User would now be able to view all the inactive values in strikeout.
- This implementation is applicable for both for web and mobile.
Impacts to existing formsExisting Forms:
- Data of the existing apps also would be shown in the strikedstrike-out format if the value is inactive.
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List View Along with the
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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 options to the view, the list would show these for each record available for that app. app
Impacts to existing formsExisting Forms:
- These fields would be available for the existing apps as well.
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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. mobile
Impacts to existing formsExisting Forms:
- No impact.
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Mobile App
Existing System: Currently, there are few usability gaps.
Purpose: To improve usability.
Enhanced System:
Mobile App Common Changes:
- Show location name in All Screens
- Calendar Icon to be shown in all pages except details
- Apps/Modules List with the record count
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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. items
- Have "My ToDoTo Do" section with count of all action items. items
Details Page:
- Make more pronounced section separator.
- Show progression in an app.
Impacts to existing formsExisting Forms:
- No Impacts.