New and Improved Features
New Features
- Data Source Management
- Data Source Filters
- Customize the System/Auto Generated ID
- Introduce new control - Tree view for showing the department hierarchy
- Enhance Mobile List View Builder to support two-column display - With Action item counts
- Color coding for Segmented control
- Information Guide Note
- Ability to select "Icons" for fields
Improved Features
- Record Level Permissions (Self & Others)
- Ability to sort and save the forms displayed on the apps home
- Persist the view(Card or List) selection by user the apps home
- Hiding a form in mobile and display only on the web (restricted access of apps)
- Adding roles as a data source and adding Role Id column to user data source
- Inactive lookups should show as strikeout in the list screen
- Show Record Created By and Date, Updated By and Date in the list view along with the location
- Enhance Image control to support uploading attachments
Usability Changes (Mobile)
- Show progression in an app
- Landing Page for the app
- Reviqo Apps Page with the record count
- Make more pronounced section separator
- Show location name in All Screens
- Calendar Icon to all pages except details
- Dropdown control redesign
- Toggle Button style changes
- Show Only 5 Icons in Portrait and 6 in Landspace in a row for iPads with larger Image
Usability Changes (Web)
- Toaster Pop-Up - It would now allow the user to do other actions without having to close it
Technical Enhancements
- Data Source Structure/Data Flattening
- App builder micro services de-monolith changes.
Data Source Management
Existing System: There is no UI to manage all data sources.
Purpose: To improve usability and enhance the features.
Enhanced System: User would be able 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 forms:
- None.
Navigate to Manage Data Sources:
Manage Data Sources List:
Add/Edit Data Source: (Note: Only Custom Data Sources can be edited/added)
Data Source Filters
Existing System: We currently don't have this feature.
Purpose: Ability to filter the data source values.
Enhanced System: User would be able to
- Add filters to a control by selecting the values from the data source fields.
- Can apply filters on both system and custom data sources.
Impacts for Existing forms:
- No impact for existing forms as the filters would be blank.
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:
- 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
- For new forms, the default format would be "@@Formcode-@@CalendarYear-@@Timestamp".
Impacts to existing forms:
- The default format for existing forms would be "@@FormCode-@@CalendarYear-DAP-@@Timestamp".
- As it 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.
Configuring ID Format in Builder:
Introduce new control - Tree view for showing the 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 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 as a
Configuring the control in the form:
Selecting a department in Web:
Display on the form:
Display in List:
Mobile:
| Selection | Details Display |
|---|---|
|
|
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 forms:
- All the fields configured for display in the List would come in the summary too. 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.
Configuring the Summary in App Settings:
Summary Page Display on Mobile:
| Summary Page | Ellipse Options |
|---|---|
 |  |
Enhance Mobile List View Builder to 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 forms:
- All the fields configured for display in the List would come in the summary too. 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.
Form Builder Configuration:
Mobile List Display:
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 forms:
- All the existing forms segmented control colors would be defaulted to "Blue".
Information Guide Note
Existing System: Currently, we don't have 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.
- Except Section, Repeater, Attachment controls, guide note can be configured for all the other 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 forms:
- No impact.
Ability to 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 forms:
- All default icons are assigned to existing controls.
Record Level Permissions (Self & 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 apps 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 forms:
- Both Self and Others would be selected for all the apps.
Security → Roles:
Form Share:
Ability to sort and save the forms displayed on the apps 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 preference.
- Once saved, the apps would be displayed to all users in the same order.
- Any new form created would be appearing on the top of the list.
Impacts to existing forms:
- Current apps would still be sorted by created date.
