Release Notes April 2023

Introducing Contextual Search Widget, Filter Lookup, Custom Parameters Setup, Module Settings at Tenant-level, and User interface Enhancements

The Contextual Search experience in Exto is now flexible and predictive with an auto-hiding search widget that opens with the click of an action button. With the Contextual Search widget, to mention a few, you can switch the context across Program, Workspace, or Project levels. 

With the Filter lookup, narrow your search to find the exact project or module. Directly access a specific project or module you want to open without navigating through all the menus in the sidebar. Key in the project or module name and view the results as you type.

Reference Table configuration extended to set up new custom parameters and utilize these to create filter conditions. Also, the Form View design is now inclusive for creating field mapping using the Parameters. 

Module settings extended to tenant level. You can now (a) include or place the custom modules within menus at the Tenant-level (b) define access permissions (c) import the module setup at the Tenant-level and (d) lastly upload documents at the record level within each module. 

Exto User Interface enhanced for Design, Usability, and Accessibility Improvements.

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The Contextual Search experience in Exto is now flexible and predictive with an auto-hiding search widget. The widget is embedded in the sidebar and stays hidden until you move the cursor and click the widget expandable action button.

With the Contextual Search widget, you can (a) Seamlessly switch the context across Program, Workspace, or Project levels in which you work. ((b) Directly key in the search criteria across any level in the widget hierarchy and retrieve the relevant results (c) Create a Project, Program, or Workspace by directly navigating to a New page (d) Know the Current or Active Project you opened with the Project Indicator (displays as a tick mark)

The simplified navigation in Exto enables users to bypass the sidebar and quickly locate the project within the tenant, workspace, or module using the search widget. Users can directly key in the search criteria across any level in the widget hierarchy and retrieve the relevant results. 

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With the Filter lookup in the sidebar, narrow your search to find the exact project or module. Directly access a specific project or module you want to open without navigating through all the menus in the sidebar. Key in the project or module name and view the results as you type. 

To display the sidebar filter, hover over the search area within the sidebar and click the lookup icon to enter and filter your search result. 

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Having set the parameters and filter conditions in the Reference Tables, you can now create a view within Forms, mapping the source fields to the target parameter values. System Administrators or PMEs can create this mapping between the fields depending on the business process. 

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All the module-related operations available earlier at Project-level currently extended to Tenant-level. Module configuration activities at the tenant level are the same as project-level and enable Admins or PMEs to follow the same steps for tenant configuration too.

The Tenant level also facilitates users to upload documents at the record level within each module. 

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Create Modules at Tenant Level

Import Modules into Tenant Menu Setup

Place the Module within Tenant Menu

Define Access and Permission for Tenant Level Module Setup

Final Note

Exto is committed to enhance the overall user experience with every release. Contact Exto for any queries you may have or wish to make recommendations.

See Also

Release Notes March 2023

Release Notes February 2023

Release Notes January 2023

Release Notes December 2022