Release Notes January 2023

Launching Rapid Form Filling Using Reference Fields with Auto-complete and more...

Introducing Reference Fields, Auto-complete Form Fields, and Workflow Enhancements

Never again will you have to manually key in data into every field. We're keen to announce that this release of Exto allows rapid form filling using Reference Fields.

Also in this release, data prefill is extended to sub-tables; where the Auto-complete feature is configured to define a set of records that the user can select from and the data that gets prefilled.

Workflow upgrade also involves completion of any action with a single-step unlike following multiple steps in the past.

Reference Fields

Auto-Complete Form Fields

WorkFlow Actions

What's New in this Update

Introducing Reference Fields and Auto-complete for Rapid Form filling

Users now have the facility to determine the reference table and the specify the data source that must be available for user selection.

Never again will you have to manually key in data into every field...We're keen to announce that this release of Exto is enhanced with Auto-complete for rapid form filling.

Use the auto-complete feature to define a set of records the user can select from and the data that gets prefilled. For example, when the project coordinator receives a call from a customer whose code already exists in the system, then during RFQ entry, the coordinator can simply enter the customer code and see the customer name, location and so on automatically copied into the record for the contractor to see.

Define the essential fields for auto-complete from configuration settings. See How to...

Workflow Improvements

Users no longer need to submit a form with the Workflow pop-up. The newly introduced "Approve" or "Reject" buttons allows user to perform the necessary action with a simple click of a button. Also rules and conditions for every step of the workflow can be defined in the Template settings that also includes (a) turning of the comments, so users are not mandated to enter comments at each step and (b)enabling the user to confirm before submission.

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.