New and Improved Features

Product Level change

• DAP-2033 - Enhance Notification Manager - To provide ability to select recipient from fields of the form

• DAP-2038 - Enhance the PDF Export of form details - Provide ability to configure the output in desired format

• DAP-2065 - Enhance the Excel export list option - to include the repeater control fields

• DAP-2050 - Change the approach of sharing a form when user is selecting a "Level" to share the form

Configurable

• DAP-2011 User would like to configure Incidents and Audit Findings as system data sources to forms in app builder.

DAP-2033 - Enhance Notification Manager - To provide ability to select recipient from fields of the form

Configurable: NA

• Title: NA
• Public / Private: NA
• Default: NA

Existing System: 

• Currently, for notification recipients, user would be able to select only Location,User & Roles. 

Purpose:

• To help users configure notification recipients dynamically from form fields.

Enhanced System:

• User would be able to configure recipients from form fields for the below controls
  1. Textbox with format as Email.
  2. Dropdown List, Single/Multi Auto Complete, Multi Choice - Where User/Employee system data source is configured.
  3. Any custom data source which has Email Id as lookup value.  
  4. Any of the above fields if configured in a repeater section. 
  5. Action item related fields (Owner, Assigned by, Verify Users and Completed By)

Impacts: None. 

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 DAP-2038 - Enhance the PDF Export of form details - Provide ability to configure the output in desired format

Configurable: NA

• Title: NA
• Public / Private: NA
• Default: NA

Existing System: 

• In existing system, user can get a PDF export of the form but he has no option to customize it.  

Purpose:

• To help users to configure the Header, Report & Footer in desired format.

Enhanced System:

In Enhanced System, user would be able to have static text or dynamic lables from the form fields. 

• Configure header format where user can choose display fields as company logo, form title, report generated time along with other form fields. 
• Configure report format where user can add grid formats to view the form data. 
• Configure footer format where user can choose display fields as pagination and other form fields. 

Impacts: None. 

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 DAP-2065 - Enhance the Excel export list option - to include the repeater control fields

 Configurable: Yes

• In form properties, a Toggle "List Drill Down Export" is introduced 
• If this toggle is on, then all the drill down data would be exported. 
• By default, this toggle would be off. 

Existing System: 

• In existing system, user would not be able to export fields inside the Repeater/ Action item/ Related document controls. 

Purpose:

• Ability to export every field and also provide additional ability to import excel into Cognos. 

Enhanced System:

In Enhanced System, user would be able to export

• All fields inside Repeater control - Will be exported as a separate sheet. 
• Action Item Fields - Will be exported in a separate sheet.
• Related Document Fields - will be part of same sheet but as a merged column. 

Impacts: None. 

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 DAP-2050 - Change the approach of sharing a form when user is selecting a "Level" to share the form

Configurable: NA

• Title: NA
• Public / Private: NA
• Default: NA

Existing System: 

• In existing system, we have only one tab "Locations" where user can share a form to either locations or Levels.

Purpose:

• To improve the usability and reduce the complexity of technical implementation. 

Enhanced System:

• In Enhanced System, we have two tabs - "Locations" and "Levels".
• In Locations tab, user would be able to select only scoped locations. 
• In Levels tab, user would be able to select levels. Once a level is selected, the form gets shared to all locations under that level. 
• This functionality is implemented in Share, Notification Recipients configuration. 

Impacts: None. 

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 DAP-2011 User would like to configure Incident and Audit Findings as system data sources to forms in app builder

Configurable: Yes

• Title: Module Data Sources
• Public / Private: Private
• Default: Hide

Existing System: 

• Currently, these system data sources are not available in app builder to configure. 

Purpose:

• To help users associate a form's record with a incident or a finding. 

Enhanced System:

• User would be able to see Incident and Finding as system data sources. 
• The Incident data source has the following data points - Incident ID, Incident Title, Incident Date, Incident Description. 
• Finding data source has the following data points - Finding ID, Finding Title, Finding Date, Finding Description. 
• User would be able to configure them and build dependencies. 
• Top 1000 records by created date in that location will be returned when user is associating a Incident or finding to a app builder record. 

Impacts: App Builder Mobile. 

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