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- DAP-4932 - Generate QR Code for every record of the app
- DAP-4967 - QR Code Scanner - redirect to respective record summary when scanned
- DAP-6199 - IH Air Monitoring Form Sync from App to IHSample App - now on mobile
Usability
- DAP- 4625 - Ability to send attachments in notification when user clicks on "Email Me a Copy" option
- DAP-5679 - Web - Freeze the sections headers on scrolling
- DAP-6631 - Changes to "Add" behavior of a repeater section
- DAP-4382 - Enhance related data control to display attachments
Enhancements
- DAP-6081 - Ability to define what fields/sections of a form will be copied when the clone feature of a form is enabled
- DAP-6342 - Ability to add "Empty/Not Empty" conditions on system generated Id field
- DAP-6341 - Phase 2 - "Anonymous Document Link" - Based on custom setting
Technical
- DAP-5629 - Save only dirty data when the record is in edit mode (Parallel Users Case)
- DAP-6444 - Ability to record the source (iOS/Andriod) when a record is created from mobile
Common
- DAP-6201 - App Builder - Facelift 3.0
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Existing System: Currently, there is no support for the categorization of apps on home pagewe don't have this feature.
Purpose: To improve the usability. A QR code would serve as an identity to a record. This would help users navigate to the record when scanned.
Enhanced System: The user would be able to:
- Add categories and assign it to the apps.
- Assigning a category to an app can be done also from "Modify Form→ Form Properties".
- One app can be part of multiple categories.
- User would be able to see the apps by their categories on the home page.
- User can filter and sort the categories so that the apps appear as per his preference.
- "Recent" category is a system-defined category that always shows the apps based on the recent activity of the user.
- If an app is not categorized, then it would appear under "Uncategorized" system-defined category until the app is assigned a category.
- Generate a QR code for every record.
- QR code can be printed from details screen.
- QR code can also be embedded into PDF report and even in notifications.
- QR code can be generated even for creating a new record and this option is available in the App ellipses.
Impacts on existing forms: No
Available in Mobile: No, only supported in web. Yes.
Printing QR Code for Existing Record:
Generate QR Code for New Record:
QR Code configuration in Notification & Report Templates
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Existing System: Currently, the user can see the data count only from the list screenwe don't have a QR scanner on mobile.
Purpose: Provide app usage information statistics to users without having to navigate to list screensTo scan QR code generated from ProcessMAP and redirect the user to the respective record.
Enhanced System:
- Administrators of the system Users would be able to turn on the toggle "Show data counts" option from the "Edit Layout".
- Once the toggle is on, users will be able to see the data count against each app in the home page.
- This count is the total number of records user can access for a given app.
- There is no date range filter applied (It shows the data count since the app is published)scan QR code from the Home Page.
- If the scanned QR code is recognized by the scanner, then user would be redirected to the respective record.
- If user has scanned a "QR for New Record", then it would open up the create new record screen.
- If QR is invalid or not generated from the ProcessMAP system, then it would show an alert.
Impacts on existing forms: No impact.
Available in Mobile: Yes
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6199 - IH Air Monitoring Sample App
Existing System: We currently support immediate set actions while user is editing the record in details screendon't have mobile support for reporting a sample.
Purpose: Scheduled-based execution of set actionsTo provide the ability to user to enter basic details of the air monitoring sample from mobile.
Enhanced System:
The user would be able to
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- Choose what is the action type - Immediate or Scheduled.
- If it's scheduled, user would be able to configure when (Date/Time) a particular action should be executed.
- On that day/ hour, system would check the condition and execute the set action if it is satisfied.
- Once the job is executed, it would only re-execute only if the user modifies the same record
enter Sample Details, Location, Employee Information, Sample Calibration details, Sample Activity details, Controls, and Environmental Conditions.
- Once these details are saved, they would be synced to IH module.
- The record entered in the app would be disabled once the details are submitted.
- However, users would be able to view and update other details to the sample from IH module.
Impacts on existing forms: No impact
Available in Mobile: Yes, supported in both iOS and Android
| Enters Data on Mobile | Data syncs to IH Module and user will be able to edit |
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4625 - Ability to send attachments in notification when user clicks on "Email Me a Copy" option
Existing System: The system currently sends out a notification with only the record details. If the record has any attachments, they wouldn't be part of the mailer.
Purpose: To provide flexibility to link read-only apps records into other app recordsimprove the usability where user would be able to get documents as well in the notification.
Enhanced System: The To turn on this capability and get the attachments user would be able have to:
- Select a "Read-Only" app in the "Form to Link" field of the related data control.
- Search and select the data into another app record.
- Click and view the Read-Only app Ensure that the attachment control is part of the report template from "Report Builder" screen.
- Navigate to the "Summary Builder" and "Toggle ON" the attachments for "Email me a Copy" button. (Default configuration would be "Attachments =NO")
- Open the record summary for which the user wants to get a mail and click on "Email Me a Copy".
- In the notification received, the user not only gets the record details but also the attachments of the record.
Impacts on existing forms: No
Available in Mobile: Yes.
| Configuration for turning on attachment toggle | When a user clicks "Email Me a Copy", the SDS document would be sent as an attachment to the user's mail |
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Web - Freeze the sections headers on scrolling
Existing System: We don't have a Read-Only app for ChemicalPurpose: To be able to access chemical records in mobile using appsCurrently, the section headers aren't visible when we scroll down the page
Purpose: To improve the usability of the application.
Enhanced System: The user would be able to:
- Create a new app - Chemical Management from the template with a 3-Step processView the section header on page scroll.
- Step 1: User has to navigate to App Studio→ Form Properties→ Template Based property =Yes and select "Chemical Management" from the templates dropdown.
- Step 2: All the Sections/ Fields of the app would auto-appear and hit save to complete the form configuration.
- Step 3: Once the form is saved, user would be able to configure the required fields in the List & Summary builder.
- Once above steps are completed, user would be able to access the chemical SDS library in mobileWhen section 1 comes to an end and user keeps scrolling through the next section, section 2 name would be frozen.
- This will help users know which fields belong to which section.
Impacts on existing forms: No impact
Available in Mobile: Yes, supported Already available in both iOS and Android.
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6631 -
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Changes to "
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Add" behavior of a repeater section
Existing System:
- Currently, we show only the shared list details and don't show any information about the permissions assigned. Currently, we don't display the "Enterprise Level" for which we are showing the location listhave usability issues with the add button of a repeater.
- When Add is clicked, the user also has to expand the repeater section if it is collapsed.
Purpose: To improve usability.
Enhanced System: Changes include:
- Show different cards for permissions given for a share set along with the shared with users list.
- Navigation changes - user can either navigate to shared users list or permissions.
- In the permissions screen, user can now provide a title to a particular set so that he can differentiate between share records.
- Introduced "Shared With" tab where it displays all users/locations/levels with whom the app is shared.
- The Locations/Levels tab will now show the enterprise level dropdown.
When “+Add“ is clicked, repeater section should expand (even when it is in collapsed mode) and show one instance to enter data.
Also, if there are already instances added in the repeater, we should collapse all instances and only expand the instance where the user has to enter data.
Introduced “Expand All” and “Collapse All” options on the repeater section so that users can perform bulk Expand/ Collapse operations.
Sort option also added to sort the instances (Default ASC).
Impacts on existing forms: No impact
Available in Mobile: NA Not available.
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4382 - Enhance related data control to show attachments
Existing System: Currently, the auto-complete control would pull the entire list of valueswe don't show the upload controls in the display columns list.
Purpose: To improve performance the usability of the related data control
Enhanced System: The user would be able to:
- Mark a data source as "Bulky" if the number of values in the data source are more than 1000View and configure upload controls as part of display columns.
- In details screen, while searching the valuewhen an asset is selected, system would enforce user to enter 3-character search text, and then fetches the relevant value from the list.
- By default, User, Employee and Supervisor data sources are marked as Bulky.
- Performance of the home page and list screen would be faster because of this approach as we fetch what is required for the data sources which are marked as Bulky. also pull the attachments associated with the selected asset.
- We have also enabled the click and now user can click on asset card and navigate to the asset profile to view full details.
Impacts to Existing Forms: Yes, for the forms where User, Employee and Supervisor data sources are usedNo Impact.
Available in Mobile: No, the auto-complete would not enforce a 3-Character search and it would work the way it is currently. .
Configure Upload Controls in Display Columns:
Ability to view asset files when an asset is selected:
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6081 - Ability to define what fields/sections of a form will be copied when the clone feature of a form is enabled
Existing System: Currently, even though we have multi-lingual support, we don't have an identifier to display it to userson clicking copy, everything gets copied and we can't set any rules to copy only few sections.
Purpose: To improve the usabilityprovide the flexibility to configure what sections to copy.
Enhanced System: The user would be able to:
- See which data sources has multi-lingual support.
- This property will always be disabled as the value can be updated from backend only.
- By default the value would be 'NO' for any new data source created.
- When the tags are added from backend, this toggle would be made to "Yes" which given an indication that the tags are available.Configure "Copy Rules" where user can set what sections to be copied.
- The configuration would have two options - "Copy Everything Except" Or "Copy only Selected".
- For all existing forms, Copy rules will be blank and the user would be able to copy everything as per the current behavior.
Impacts on existing forms: No, the user can copy everything.
Available in Mobile: NA Yes, supported in both iOS and Android.
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6342 -
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Ability to add
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"Empty/Not Empty" conditions on system generated Id field
Existing System: Currently, there is no support for access-based excel exportuser would not be able to configure actions for system-generated Id control.
Purpose: To provide flexibility to restrict users from exporting bulk data from listconfigure actions that are "Save-Dependant".
Enhanced System: Admin user would User would be able to:
- Assign who can export excel data.
- In all existing forms, excel export would be available to all users who have view data access. No change in behavior.
- Admis can go to Modify→ Excel Export Button→ Access to configure the access. Configure 'Empty' or 'Not Empty' based conditions for a System Generated Id.
- If a user wants to have the application behave differently after record save, then this configuration will be much helpful as a system-generated Id gets generated when users hits save.
- So, any condition like "Id is Empty" is configured means the behavior is applicable for record create scenarios.
- Similarly, any condition like "Id is Non-Empty" is configured means the behavior is applicable to all existing records which are already created and user wants to update it.
Impacts on existing forms: No
Available in Mobile: NA. Yes on both iOS and Andriod.
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6341 - Introduced a configuration for "Public/ Anonymous Document Link"
Configurable: Yes
- Title 1:EnablePublicLink
- Public/Private: Yes
- Default: No
Title 2:AppBuilderUser
- Public/Private: Yes
- Default: Blank
Existing System: Currently, these new filters are not availablewe have this functionality available without configuration abilities.
Purpose: To be able to search records with future dateprovide configuration.
Enhanced System: The user would be able to:
- Configure "Next" filter with any date control based on the business need.
- User would not only be able to configure these filters in List Views but also in data source filters for any date column of the data sourceShow/Hide the public notification link in the notification builder using "EnablePublicLink" custom setting. If value is set to "Yes" then public link would be shown.
- "App Builder User" custom setting will be used to set a particular user as the public user. We need to provide the User Id as the value to the custom setting.
Impacts on existing forms: No
Available in Mobile: NA.
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Existing System: Currently, when two users are updating the same record, data is getting overwritten.
Purpose: To prevent data loss.
Enhanced System: Changes include
- System would save only edited fields data and this will help users to prevent data loss if they edit fields of different sections.
- Apps that have Multi-approval workflow or Multi-Access configuration on different sections can take advantage of this feature.
Impacts on existing forms: No
Available in Mobile: Yes, supported on both iOS and AndriodAndroid.
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6444 - Ability to record the source (iOS/Andriod) when a record is created/updated from mobile
Existing System: Currently, the notification live link takes user to the record detailsin the backend we save only whether the record is created/updated from web/mobile.
Purpose: To improve the usabilityuniquely identify the source (iOS / Andriod) for analytics or issue investigation.
Enhanced System: The user would be able to:
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Changes include
- Differentiate the record which is created/updated from the android app and iOS app.
- In the backend, the system would capture the source information.
Impacts on existing forms: No
Available in Mobile: No Yes, only supported in websupported on both iOS and Android.