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DAP-2149 - Notification Manager Changes - to include Action Items, Repeater, Text box Controls and Custom Data SourcesDAP-2038 - Enhance the PDF Export of form details - Provide ability to configure the output in desired format
DAP-2065 - Enhance the Excel export list option - to include the repeater control fields
DAP-2050 - Change the approach of sharing a form when user is selecting a "Level" to share the form
Configurable
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Configurable: NA
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
Currently, for notification recipients, user would be able to select only Location,User & Roles.
Purpose:
- To help users configure notification recipients dynamically from form fields.
Enhanced System:
- User would be able to send the notification to a particular user/employee selected as a value in the form.configure recipients from form fields for the below controls
- Textbox with format as Email.
- Dropdown List, Single/Multi Auto Complete, Multi Choice - Where User/Employee system data source is configured.
- Any custom data source which has Email Id as lookup value.
- Any of the above fields if configured in a repeater section.
- Action item related fields (Owner, Assigned by, Verify Users and Completed By)
Impacts: None.
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2038 - Enhance the PDF Export of form details - Provide ability to configure the output in desired format
Configurable: NA
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Existing system provides ability to configure notification events but we cannot edit the template of notification.
Purpose:
- Provide an end to end notification manager so that user would be able to configure and manage different types of notifications. In existing system, user can get a PDF export of the form but he has no option to customize it.
Purpose:
- To help users to configure the Header, Report & Footer in desired format.
Enhanced System:
User In Enhanced System, user would be able to
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to have static text or dynamic lables from the form fields.
- Configure header format where user can choose display fields as company logo, form title, report generated time along with other form fields.
- Configure report format where user can add grid formats to view the form data.
- Configure footer format where user can choose display fields as pagination and other form fields.
Impacts: None.
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2065 - Enhance the
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Configurable: NA
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Excel export list option - to include the repeater control fields
Configurable: Yes
- In form properties, a Toggle "List Drill Down Export" is introduced
- If this toggle is on, then all the drill down data would be exported.
- By default, this toggle would be off.
Existing System:
- In existing system, user would not be able to select the fields to be displayed on the list and wouldn't be able to set other preferences.
Purpose:
- Provide more user friendly interface to build the list screenexport fields inside the Repeater/ Action item/ Related document controls.
Purpose:
- Ability to export every field and also provide additional ability to import excel into Cognos.
Enhanced System:
In Enhanced System, user would be able to to export
- Define fields and set the order of display
- Define sorting rules
- Define data filtersAll fields inside Repeater control - Will be exported as a separate sheet.
- Action Item Fields - Will be exported in a separate sheet.
- Related Document Fields - will be part of same sheet but as a merged column.
Impacts: None.
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2050 -
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Change the approach of sharing a form when user is selecting a "Level" to share the form
Configurable: NA
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- In existing system, we don't have any version number associated with form definitions.
Purpose:
- Ability to track every form definition change by a versionhave only one tab "Locations" where user can share a form to either locations or Levels.
Purpose:
- To improve the usability and reduce the complexity of technical implementation.
Enhanced System:
- In Enhanced System, every change to the form definition would be tracked by a version numberwe have two tabs - "Locations" and "Levels".
- In Locations tab, user would be able to select only scoped locations.
- In Levels tab, user would be able to select levels. Once a level is selected, the form gets shared to all locations under that level.
- This functionality is implemented in Share, Notification Recipients configuration.
Impacts: None.
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Configurable: NA
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2011 User would like to configure Incident and Audit Findings as system data sources to forms in app builder
Configurable: Yes
- Title: Module Data Sources
- Public / Private:NA Private
- Default: NAHide
Existing System:
- In existing system, we don't have any differentiator to know the form status. Currently, these system data sources are not available in app builder to configure.
Purpose:
- Ability to identify form status on DAP homeTo help users associate a form's record with a incident or a finding.
Enhanced System:
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- User would be able to see Incident and Finding as system data sources.
- The Incident data source has the following data points - Incident ID, Incident Title, Incident Date, Incident Description.
- Finding data source has the following data points - Finding ID, Finding Title, Finding Date, Finding Description.
- User would be able to configure them and build dependencies.
- Top 1000 records by created date in that location will be returned when user is associating a Incident or finding to a app builder record.
Impacts: NoneApp Builder Mobile.
