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Enhancements

Mobile

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DAP-1943 - Enhance Notification Manager - to enable user to configure alerts and reminders and set recurrence

Existing System: the system currently supports only immediate notifications. 

Purpose: to to be able to configure alert and reminder notifications.

Enhanced System: 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.

Impacts on existing forms: No

Available in Mobile: NA

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4804
DAP-4804 - Extend the feature to set values for Single-select and Multi-selection Controls

Existing SystemUser currently will be able to apply "Set Value" feature only to Basic controls. 

Purpose: Provide flexibility to user to auto-populate single-select, multi-select controls based on action conditions. 

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  • 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 - Templatetemplate-based toggle as "Yes" 
  • Step 3: Select the "Document managementManagement" 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 AndriodAndroid

Impacts on existing forms: No impact. 

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Step 2: Save the form 


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DAP-3979 - Ability to apply sorting

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to any column in

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"Manage Data Sources" screen

Existing SystemWe currently have sorting available only on the first column. 

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Impacts on existing forms: No

Available in Mobile: NA. 

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Purpose: To be consistent in the way the action conditions execute across platforms (Web, iOS and AndriodAndroid). 

Enhanced System: User would be able to:

  • See an additional option to sequence actions. 
  • User can drag Drag and drop the actions to sequence it them the way they are supposed to executeas intended

Impacts on existing forms: No impact. 

Available in Mobile: NA. 




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DAP-3886 - Changes to app widget with options "Modify,"

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"List" and "New"

Existing System: Currently, when clicking on click of any app, user is redirected to the list screen. 

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Purpose: Ability to pull and associate risk assessment Risk Assessment records to any app. 

Enhanced System: Change 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. 
  • Columns include: 
    1. AssessmentId
    2. AssessmentTitle
    3. AssessmentDate
    4. Description
    5. AssessmentType
    6. WorkArea
    7. Department
    8. ApprovalStatus
    9. AssessmentStatus 

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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. 

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Available in Mobile: Yes


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 Usability improvements on

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Android App

Existing SystemCurrently, there are a few usability gaps on iOS and Andriod Android platforms.  

Purpose: To improve usability

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  • Now the card view of the home page would also display also the count number of records which that are available on a mobile device.
  • It also shows the count number of records that are yet to sync.  

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  • List screen will now support a two-column display. 
  • It would will display the count number of open and overdue action items.
  • There would will be an icon to identify if whether there are any attachments to that record. 
  • Even users can Users will know that whether a record is synced or not with the help of a sync icon. 

Summary Page: 

  • Support for Summary page configured in the summary builder. 
  • User would will be able to print reports, duplicate a record and also can see a preview of the documents from summary screen. 

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Existing System: Currently, this is available only in webon Web

Purpose: Ability to support conditional printing of the custom reports.

Enhanced System: User would be able to:

  • Ability to print Print only the fields which are shown in the form.
  • User has to check Check the option "Don't print hidden fields.".
  • Ability to configure Configure and print repeaters/action items/Related related data and attachments in the custom report template
  • Note: This option is now an online-only feature. User can't access this feature when offline. 

Impacts on existing reports:  No impact, the option would default to "No." . User can turn on if required.  

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