New and Improved Features

New Features

• 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

• DAP-5075 - Ability to search and access SDS Chemicals on mobile by a "Read-Only App"

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-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 notification live link - redirect to the summary screen instead of details
• DAP-5746 - Improve performance of the home page
• DAP-5618 - New property - "Multi-lingual Support" added to every data source
• DAP-5997 - User-friendly error messages

DAP-5407 - Grouping/Categorization of apps

Existing System: Currently, there is no support for the categorization of apps on home page. 

Purpose: To improve the usability. 

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 from either "Edit Layout" screen or by from "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. 

Impacts on existing forms: No

Available in Mobile: No, only supported in web. 

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DAP-5405 - Data count display for every app on home for admin users

Existing System: Currently, the user can see the data count only from the list screen. 

Purpose: Provide app usage information statistics to users without having to navigate to list screens. 

Enhanced System: 

• Administrators of the system would be able to turn on the toggle "Show data counts" option from the "Edit Layout".
• Once the toggle is on, users will be able to see the data count against each app in the home page. 
• This count is the total number of records user can access for a given app.
• There is no date range filter applied (It shows the data count since the app is published)

Impacts on existing forms: No impact. 

Available in Mobile: Yes 

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DAP-3499 - Enhance Actions - To support the ability to perform scheduled actions

Existing System: We currently support immediate set actions while user is editing the record in details screen.  

Purpose: Scheduled-based execution of set actions. 

Enhanced System: The user would be able to:

• Choose what is the action type - Immediate or Scheduled. 
• If it's scheduled, user would be able to configure when (Date/Time) a particular action should be executed. 
• On that day/ hour, system would check the condition and execute the set action if it is satisfied. 
• Once the job is executed, it would only re-execute only if the user modifies the same record. 

Impacts on existing forms: No impact 

Available in Mobile: Yes, supported in both iOS and Android 

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DAP-5841 - Support "Read-Only" apps in related data control

Existing System: We currently can link all other apps except the Read-Only apps. 

Purpose: To provide flexibility to link read-only apps records into other app records. 

Enhanced System: The user would be able to:

• 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: Yes. 

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DAP-5075 - Ability to search and access SDS Chemicals on mobile by a "Read-Only App"

Existing System: We don't have a Read-Only app for Chemical

Purpose: To be able to access chemical records in mobile using apps. 

Enhanced System: The user would be able to:

• 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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DAP-5816 - Redesign "Share" UI for better usability

Existing System: Currently, we 

Purpose: To provide more flexibility for filters and to ensure auto-populations are flawless 

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 type. 

Impacts on existing forms: No impact 

Available in Mobile: NA 

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 DAP-4598 - Ability to redirect to Mobile Pro app when a user opens the notification live link on a mobile device

Existing System: Currently, the notification link opens up a browser instead of the MobilePro app.  

Purpose: To improve usability and take the user to the respective record 

Enhanced System: The user would be able to: 

• Navigate to the respective record when clicking on the notification link. 
• 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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