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 |
|---|---|---|
|
|  |
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 |
|---|---|
 |
|
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 |
|---|---|
 |  |
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: Already available in iOS.
DAP- 6631 - Changes to "Add" behavior of a repeater section
Existing System:
- Currently, we have usability issues with the add button of a repeater.
- When Add is clicked, the user also has to expand the repeater section if it is collapsed.
Purpose: To improve usability.
Enhanced System: Changes include:
When “+Add“ is clicked, repeater section should expand (even when it is in collapsed mode) and show one instance to enter data.
Also, if there are already instances added in the repeater, we should collapse all instances and only expand the instance where the user has to enter data.
Introduced “Expand All” and “Collapse All” options on the repeater section so that users can perform bulk Expand/ Collapse operations.
Sort option also added to sort the instances (Default ASC).
Impacts on existing forms: No impact
Available in Mobile: Not available.
DAP- 4382 - Enhance related data control to show attachments
Existing System: Currently, we don't show the upload controls in the display columns list.
Purpose: To improve the usability of the related data control
Enhanced System: The user would be able to:
- View and configure upload controls as part of display columns.
- In details screen, when an asset is selected, system would also pull the attachments associated with the selected asset.
- We have also enabled the click and now user can click on asset card and navigate to the asset profile to view full details.
Impacts to Existing Forms: No Impact.
Available in Mobile: No.
Configure Upload Controls in Display Columns:
Ability to view asset files when an asset is selected:
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, on clicking copy, everything gets copied and we can't set any rules to copy only few sections.
Purpose: To provide the flexibility to configure what sections to copy.
Enhanced System: The user would be able to:
- Configure "Copy Rules" where user can set what sections to be copied.
- The configuration would have two options - "Copy Everything Except" Or "Copy only Selected".
- For all existing forms, Copy rules will be blank and the user would be able to copy everything as per the current behavior.
Impacts on existing forms: No, the user can copy everything.
Available in Mobile: Yes, supported in both iOS and Android.
DAP- 6342 - Ability to add "Empty/Not Empty" conditions on system generated Id field
Existing System: Currently, user would not be able to configure actions for system-generated Id control.
Purpose: To provide flexibility to configure actions that are "Save-Dependant".
Enhanced System: User would be able to:
- Configure 'Empty' or 'Not Empty' based conditions for a System Generated Id.
- If a user wants to have the application behave differently after record save, then this configuration will be much helpful as a system-generated Id gets generated when users hits save.
- So, any condition like "Id is Empty" is configured means the behavior is applicable for record create scenarios.
- Similarly, any condition like "Id is Non-Empty" is configured means the behavior is applicable to all existing records which are already created and user wants to update it.
Impacts on existing forms: No
Available in Mobile: Yes on both iOS and Andriod.
DAP- 6341 - Introduced a configuration for the "Public/ Anonymous Document Link"
Configurable: Yes
- Title 1:EnablePublicLink
- Public/Private: Yes
- Default: No
Title 2:AppBuilderUser
- Public/Private: Yes
- Default: Blank
Existing System: Currently, we have this functionality available without configuration abilities.
Purpose: To provide configuration.
Enhanced System: The user would be able to:
- Show/Hide the public notification link in the notification builder using "EnablePublicLink" custom setting. If value is set to "Yes" then public link would be shown.
- "App Builder User" custom setting will be used to set a particular user as the public user. We need to provide the User Id as the value to the custom setting.
Impacts on existing forms: No
Available in Mobile: NA.
DAP- 5629 - Save only edited fields data on save (Parallel Users Case)
Existing System: Currently, when two users are updating the same record, data is getting overwritten.
Purpose: To prevent data loss.
Enhanced System: Changes include
- System would save only edited fields data and this will help users to prevent data loss if they edit fields of different sections.
- Apps that have Multi-approval workflow or Multi-Access configuration on different sections can take advantage of this feature.
Impacts on existing forms: No
Available in Mobile: Yes, supported on both iOS and Android.
DAP- 6444 - Ability to record the source (iOS/Andriod) when a record is created/updated from mobile
Existing System: Currently, in the backend we save only whether the record is created/updated from web/mobile.
Purpose: To uniquely identify the source (iOS / Andriod) for analytics or issue investigation.
Enhanced System: Changes include
- Differentiate the record which is created/updated from the android app and iOS app.
- In the backend, system would capture the source information.
Impacts on existing forms: No
Available in Mobile: Yes, supported on both iOS and Android.