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 and Others)
- Ability to sort and save the forms displayed on the apps' home
- Persist the view (Card or List) selection by the user's apps' home
- Hiding a form in mobile and display only on the web (restricted access of apps)
- Adding App 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 section separator more pronounced
- Show Location Name in all screens
- Calendar Icon to all pages except details
- Dropdown control redesign
- Toggle Button style changes
- Show Only Five Icons in Portrait and Six 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 Microservices 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
- 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 is 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
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 also. 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 also. User can change this by form
- All the action buttons would be by default turned on
- (Attachment, Action Item, etc.) 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
- Guide note can be configured for all controls except Section, Repeater and Attachment 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 and 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 app's 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 app's 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 appear on the top of the list
Impacts to existing forms:
- Existing apps would still be sorted by created date
Persist the view(Card or List) selection by user on the apps home
Existing System: Currently, card view is the default view for web and icon view for mobile.
Purpose: To improve usability.
Enhanced System:
- User's last viewed option would now persist - If he selects the list view then every time the apps always shows the list view.
- Even on the web, the last viewed option would persist.
Impacts to existing forms:
- The default settings would apply and there is no impact to existing forms.
Hiding a form in mobile and display only on the web (restricted access of apps)
Existing System: Currently, any would be displayed both on web and mobile.
Purpose: To provide flexibility.
Enhanced System:
- Now, there is a new configuration (backend) to support show/hide of apps.
- Using this configuration an app can be hidden on mobile and can be available only on web.
Impacts to existing forms:
- All the existing forms would be available on both web and mobile as per the current configuration.
Adding App roles as a data source and adding Role Id column to user data source
Existing System: Currently, we don't have roles as a data source.
Purpose: To provide flexibility to filter users based on their roles.
Enhanced System:
- Admin user would now be able to configure "App Roles" data source to a control.
- Based on this control, he can configure an other control with "Users" data source
- User would be able to build dependency between both using the Role Id column.
Impacts to existing forms:
- None.
Inactive lookups should show as strikeout in the list screen
Existing System: Currently, this implementation is only there for system lookups.
Purpose: To improve usability.
Enhanced System:
- User would now be able to view all the inactive values in strikeout.
- This implementation is applicable both for web and mobile.
Impacts to existing forms:
- Data of the existing apps also would be shown in the striked-out format if the value is inactive.
Show Record Created By and Date, Updated By and Date in the list view along with the location
Existing System: Currently, we don't have these as options in list to pull data.
Purpose: To improve usability.
Enhanced System:
- User would now see additional options like Location Name, Created By, Created Date, Updated By and Updated Date.
- Once saved options to the view, the list would show these for each record available for that app.
Impacts to existing forms:
- These fields would be available for the existing apps as well.
Enhance Image control to support uploading attachments
Existing System: Currently, image control has option to support URL.
Purpose: To improve usability.
Enhanced System:
- Admin user would now be able to upload an image.
- This image would be rendered both on web and mobile.
Impacts to existing forms:
- No impact.
Usability Changes to mobile App
Existing System: Currently, there are few usability gaps.
Purpose: To improve usability.
Enhanced System:
Mobile App Common Changes
- Show location name in All Screens
- Calendar Icon to be shown in all pages except details
- Apps/Modules List with the record count
Controls Redesign:
- Dropdown control redesign
- Toggle Button style changes
Landing Page:
- Show the quick links for creating a new record, view records and manage action items.
- Have "My ToDo" section with count of all action items.
Details Page:
- Make more pronounced section separator.
- Show progression in an app.
Impacts to existing forms:
- No Impacts.