New and Improved Features
New Features
- DAP-4932 - Generate QR Code for every record of the app
- DAP-4967 - QR Code Scanner - redirect to respective record summary when scanned
- DAP-6199 - IH Air Monitoring Sample App - now on mobile
Usability
- DAP- 4625 - Ability to send attachments in notification when user clicks on "Email Me a Copy" option
- DAP-5679 - Web - Freeze the sections headers on scrolling
- DAP-6631 - Changes to "Add" behavior of a repeater section
- DAP-4382 - Enhance related data control to display attachments
Enhancements
- DAP-6081 - Ability to define what fields/sections of a form will be copied when the clone feature of a form is enabled
- DAP-6342 - Ability to add "Empty/Not Empty" conditions on system generated Id field
- DAP-6341 - Phase 2 - "Anonymous Document Link" - Based on custom setting
Technical
- DAP-5629 - Save only dirty data when the record is in edit mode (Parallel Users Case)
- DAP-6444 - Ability to record the source (iOS/Andriod) when a record is created from mobile
Common
- DAP-6201 - App Builder - Facelift 3.0
DAP- 4932 - Generate QR Code for every record of the app
Existing System: Currently, we don't have this feature.
Purpose: A QR code would serve as an identity to a record. This would help users navigate to the record when scanned.
Enhanced System: The user would be able to:
- Generate a QR code for every record.
- QR code can be printed from details screen.
- QR code can also be embedded into PDF report and even in notifications.
- QR code can be generated even for creating a new record and this option is available in the App ellipses.
Impacts on existing forms: No
Available in Mobile: Yes.
Printing QR Code for Existing Record:
Generate QR Code for New Record:
QR Code configuration in Notification & Report Templates
DAP- 4967 - QR Code Scanner - redirect to respective record summary when scanned
Existing System: Currently, we don't have a QR scanner on mobile.
Purpose: To scan QR code generated from ProcessMAP and redirect the user to the respective record.
Enhanced System:
- Users would be able to scan QR code from the Home Page.
- If the scanned QR code is recognized by the scanner, then user would be redirected to the respective record.
- If user has scanned a "QR for New Record", then it would open up the create new record screen.
- If QR is invalid or not generated from the ProcessMAP system, then it would show an alert.
Impacts on existing forms: No impact.
Available in Mobile: Yes
Scan Option on Home | QR Code Scanning | Redirect to the Record Summary |
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DAP- 6199 - IH Air Monitoring Sample App
Existing System: We currently don't have mobile support for reporting a sample.
Purpose: To provide the ability to user to enter basic details of the air monitoring sample from mobile.
Enhanced System:
The user would be able to enter Sample Details, Location, Employee Information, Sample Calibration details, Sample Activity details, Controls, and Environmental Conditions.
- Once these details are saved, they would be synced to IH module.
- The record entered in the app would be disabled once the details are submitted.
- However, users would be able to view and update other details to the sample from IH module.
Impacts on existing forms: No impact
Available in Mobile: Yes, supported in both iOS and Android
Enters Data on Mobile | Data syncs to IH Module and user will be able to edit |
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DAP- 4625 - Ability to send attachments in notification when user clicks on "Email Me a Copy" option
Existing System: The system currently sends out a notification with only the record details. If the record has any attachments, they wouldn't be part of the mailer.
Purpose: To improve the usability where user would be able to get documents as well in the notification.
Enhanced System: To turn on this capability and get the attachments user would have to:
- Ensure that the attachment control is part of the report template from "Report Builder" screen.
- Navigate to the "Summary Builder" and "Toggle ON" the attachments for "Email me a Copy" button. (Default configuration would be "Attachments =NO")
- Open the record summary for which the user wants to get a mail and click on "Email Me a Copy".
- In the notification received, the user not only gets the record details but also the attachments of the record.
Impacts on existing forms: No
Available in Mobile: Yes.
Configuration for turning on attachment toggle | When a user clicks "Email Me a Copy", the SDS document would be sent as an attachment to the user's mail |
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DAP- 5679 - Web - Freeze the sections headers on scrolling
Existing System: Currently, the section headers aren't visible when we scroll down the page
Purpose: To improve the usability of the application.
Enhanced System: The user would be able to:
- View the section header on page scroll.
- When section 1 comes to an end and user keeps scrolling through the next section, section 2 name would be frozen.
- This will help users know which fields belong to which section.
Impacts on existing forms: No impact
Available in Mobile: Yes in iOS.
DAP- 6631 - Changes to "Add" behavior of a repeater section
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:
- Show 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
DAP- 4382 - Enhance related data control to display attachments
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.
DAP- 6081 - Ability to define what fields/sections of a form will be copied when the clone feature of a form is enabled
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.
DAP- 6342 - Ability to add "Empty/Not Empty" conditions on system generated Id field
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.
DAP- 6341 - Phase 2 - "Anonymous Document Link" - Based on custom setting
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
Available in Mobile: Yes, on both iOS and Andriod.
DAP- 5629 - Save only dirty data when the record is in edit mode (Parallel Users Case)
Existing System: Currently, the notification live link takes user to the record details.
Purpose: To improve the usability.
Enhanced System: The user would be able to:
- Navigate to the summary by clicking the notification link in the web.
- 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.
DAP- 6444 - Ability to record the source (iOS/Andriod) when a record is created from mobile
Existing System: Currently, the notification live link takes user to the record details.
Purpose: To improve the usability.
Enhanced System: The user would be able to:
- Navigate to the summary by clicking the notification link in the web.
- 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.