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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 New Control-Tree view View for showing Showing the department hierarchyDepartment Hierarchy

5. Introduced - Summary Builder (Mobile)

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

Improved Features

1. Record Level Permissions (Self and Others)
2. Ability to sort Sort and save Save the forms displayed Forms Displayed on the appsApp's home
3. Persist the view View (Card or List) selection Selection by the userUser's appsApp' homes Home
4. Hiding a form Form in mobile Mobile and display only Display Only on the web Web (restricted access Restricted Access of appsApps)
5. 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 screenColumn to User Data Source
6. Inactive Lookups Should Show as Strikeout in the List Screen
7. Show Record Created By and Date, Updated By and Date in the list view along List View Along with the Location
8. Enhance Image Control to support uploading attachmentsSupport Uploading Attachments

Usability Changes (Mobile)

1. Show progression Progression in an appApp
2. Landing Page for the appApp
3. Reviqo Apps Page with the record countRecord Count
4. Make section separator more pronouncedSection Separator More Pronounced
5. Show Location Name in all screensAll Screens
6. Calendar Icon to all pages except detailsAll Pages Except Details
7. Dropdown control redesignControl Redesign
8. Toggle Button style changesStyle Changes
9. Show Only Five Icons in Portrait and Six in Landspace in a row Row for iPads with larger Larger Image

Usability Changes (Web)

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1. Data Source Structure/Data Flattening
2. App Builder Microservices deDe-monolith changesMonolith Changes

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Data Source Management

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 data source feature 
• Ability to build dependencies for custom data 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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Data Source Filters

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Enhanced System: User would be able to to:

• Add filters to a control by selecting the values from the data source fields
• Apply filters on both system and custom data sources

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• No impact for existing forms as the filters would be blank

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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"

Impacts to existing formsExisting Forms: 

• The default format for existing forms would be "@@FormCode-@@CalendarYear-DAP-@@Timestamp" 
• As 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

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Configuring ID Format in Builder:

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 Introduce

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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 
• Currently, this control would be only for single selection 
• User would be able to select either the parent or child 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 

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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 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 formsExisting Forms: 

• All the fields configured for display in the List would come in the summary also. User can change this by form 
• All the action buttons would be by default turned on
• (Attachment, Action Item...) Cards wouldn't be turned on

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Summary Page	Ellipse Options

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 Enhance Mobile List-View Builder to

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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 

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

Impacts to existing formsExisting Forms: 

• All the fields configured for display in the List would come in the summary also. User can change this by form 
• All the action buttons would be by turned on by default turned on
• (Attachment, Action Item, etc.) Cards wouldn't be turned on. on 

Form Builder Configuration: 

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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 formsExisting Forms: 

• All the existing forms segmented control colors would be defaulted to "Blue"

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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 formsExisting Forms: 

• No impact

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 Ability to

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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 formsExisting Forms: 

• All default icons are assigned to existing controls

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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 formsExisting Forms: 

• Both Self and Others would be selected for all the apps

Security → Roles: 

Form Share:

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  Ability to

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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

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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 formsExisting Forms: 

• Existing apps would still be sorted by created date

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  Persist the

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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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  Hiding a

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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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  Adding App

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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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  Inactive

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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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  Show Record Created By and Date, Updated By and Date in the

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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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  Enhance Image

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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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  Usability Changes to

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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.

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