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New and Improved Features
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- DAP-5407 - Grouping/Categorization of apps in home
- DAP-5405 - Record count display for every app on home for admin users
- DAP-3499 - Enhance Actions - To support the ability to perform scheduled actions
- DAP-5841 - Support "Read-Only" apps in related data control
Mobile Features
Enhancements
- DAP-5816 - Redesign "Share" UI for better usability
- DAP-1810 - Enhance "Auto-Complete" control to pull large data sources/module data sources - Web Only Support
- DAP-5618 - New property - "Multi-lingual Support" added to every data source
- DAP-5814 - Configuration to add access condition to "Excel Export" of the list view
- DAP-5387 - New date filters added - Add "Next 30 days, Next 60 days, Next 3 Months and Next 6 Months"
- DAP-5675 - PTW PTW notification live link - redirect to the web summary screen instead of details
Technical
- DAP-5746 - Improve performance of the home page
- DAP-5618 - New property - "Multi-lingual Support" added to every data sourceDAP-5997 - User-friendly error messages
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- DAP-5075 - Ability to search and access SDS Chemicals on mobile by a "Read-Only App"
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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 either "Edit Layout" screen or by from ""Modify Form→ Form Properties" tab.
- 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.
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Available in Mobile: No, only supported in web.
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Impacts on existing forms: No impact.
Available in Mobile: Yes
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Available in Mobile: Yes, supported in both iOS and Android
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5841 - Support "Read-Only" apps in related data control
Existing System: We currently have a card view with no configuration to change/adjust the layoutcan link all other apps except the Read-Only apps.
Purpose: To improve the user experience provide flexibility to link read-only apps records into other app records.
Enhanced System: The user would be able to:
- See the field labels as well as the data
- Open overdue action item counts will be displayed instead of the total count of action items
- To change the layout of the card view
- To set the preference as card view 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 record.
Impacts on existing forms: No
Available in Mobile: No, this is only available on the web
Yes.
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-5075 - Ability to search and access SDS Chemicals on mobile by a "Read-Only App"
Existing System: We don't have formula builder support in action conditionsa Read-Only app for Chemical
Purpose: To be able to set dynamic conditions in the form using formula builder access chemical records in mobile using apps.
Enhanced System: The user would be able to:
- See the formula builder option for Numeric, Date, and Time controls in the action conditions
- Configure all the supported formula expressions and functions in the action conditions as well Create a new app - Chemical Management from the template with a 3-Step process.
- 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 mobile.
Impacts on existing forms: No impact
Available in Mobile: Yes, supported in both iOS and Android
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Existing System: Currently, every field in the data source is of data type "String"
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5816 - Redesign "Share" UI for better usability
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 list.
Purpose: To improve usability.
Enhanced System: Changes include:
- Option to select a data type for a column - this will be available only before saving the data source.
- No option to change the data type once the data source, with the newly added column, is saved.
- Supported data types - String, Date, Integer, Decimal, and Boolean.
- Once a particular data type is selected, values entered will be validated against that data type. For example: Data Type = Date, only Date values can be entered for that column.
- Based on this data type, now the user would be able to auto-populate values to date fields, toggles, and numeric controls.
- Also, the user can filter data sources effectively as we can see more options based on the data typeShow 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.
Impacts on existing forms: No impact
Available in Mobile: NA
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Existing System: Currently, the auto-complete control would pull the entire list of values.
Purpose: To improve performance
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 1000.
- In details screen, while searching the value, 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.
Impacts to Existing Forms: Yes, for the forms where User, Employee and Supervisor data sources are used.
Available in Mobile: No, the auto-complete would not enforce a 3-Character search and it would work the way it is currently.
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Existing System: Currently, even though we have multi-lingual support, we don't have an identifier to display it to users.
Purpose: To improve the usability.
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.
Impacts on existing forms: No
Available in Mobile: NA.
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Existing System: Currently, there is no support for access-based excel export.
Purpose: To provide flexibility to restrict users from exporting bulk data from list.
Enhanced System: Admin 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.
Impacts on existing forms: No
Available in Mobile: NA.
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Existing System: Currently, these new filters are not available.
Purpose: To be able to search records with future date.
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 source.
Impacts on existing forms: No impact
Available in Mobile: Yes Yes, supported in on both iOS and Android
Andriod.
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DAP
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-5675 - PTW notification live link - redirect to the web summary screen instead of details
Existing System: Currently, the notification link opens up a browser instead of the MobilePro app. live link takes user to the record details.
Purpose: To improve usability and take the user to the respective record the usability.
Enhanced System: The user would user would be able to:
- Navigate to the respective record when summary by clicking on the notification link in the web.
- In online mode, the app would download the record and then redirect the user to the record summary.
- In offline mode, if the record is already available on the device, then the user would be redirected. Otherwise, the app would show a "No records found" error.
Impacts to Existing Forms: NA
Available in Mobile: Yes on both iOS and Android
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- This will help users to navigate to the required step in the workflow.
Impacts on existing forms: No
Available in Mobile: No, only supported in web.