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
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.
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
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
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.
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
DAP-5816 - Redesign "Share" UI for better usability
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-1810 - Enhance "Auto-Complete" control to pull large data sources/module data sources - Web Only Support
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.
- 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: No as all datasources are defaulted to Bulky = No
Available in Mobile: No, the auto-complete would not enforce a 3-Character search and it would work the way it is currently.
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.
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.
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.
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.
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.