Release Notes November 2023

Introducing Enhancements in Platform and Mobile App, Fixes in Cost Control and Scheduling

Platform-related:

By aligning with the specific needs of users and their projects, the system now enables users to set up and customize various aspects related to Checklists such as Out-of-scope items, customized checklist Forms, and Rules/conditions for Notes and Attachments. All these features collectively contribute to a more flexible and tailored user experience, allowing individuals or teams to adapt the system to their unique business requirements. 

The system now has an extended capability to interact with External Services that employ APIs. These APIs are used for loading projects, users, customer details, and more. The External Service provides a simple way to define the base URL and authentication to use when making the request and retrieving data from the data source without having to enter commands or write any code. 

Additionally, the system displays service-based validations in the following instances: 

a) When external services are configured to make calls for the endpoint API call passed through the workflow process.

b) When external services fail in the workflow form submission process.

As an experimental feature - Uploading attachments directly from Drive - enables users with greater flexibility and accessibility. The integration with Document Manager and the availability of attachments in Drive for custom module records further enhance the organization and accessibility of files. This integration means files uploaded in Document Manager are now easily accessible in Drive for selection and attachment to a custom module record. Access and permissions for next-level reviewers or approvers ensure that sensitive information is managed and accessed appropriately based on individual privileges. Reviewers and approvers can view the file attachments in Drive. However, opening the file for editing depends on the assigned permissions.

What's coming up in the future updates: File Versioning, File Deletion, and Changing File Owner. These features intend to improve file management, collaboration, and overall system flexibility.

Design and Usability improvements include: Category field in Document Manager Properties modified to Drop-down list from Text box and Comments section in a Form now displays the Step Name and Action.

Mobile App for Platform:

With the QR scanning implemented in this release, the system enables users to automatically fill in the available information into specific Text fields. This enhances user experience by reducing the need for manual data entry, minimizing errors, and speeding up processes. QR code scan is commonly used in various scenarios, such as login, any form that requires data input, and so on. 

Form Sub-table enables users to now upload attachments corresponding to each and every row. Additionally, the design supports entry of Text, Number, Data, Radio options, and Formula with Data sync automatically taking place between the Mobile App and Platform web. 

After logging in and choosing the customer, users can open a relevant Project to access the Homepage that contains the Dashboard with Modules, Projects, and Workspace.

Mobile App for Scheduling:

Users can seamlessly interact with WBS activities through the Mobile App and Web Platform. The ability to view, create, and submit activities coupled with synchronization of changes between the mobile and web platforms enhances efficiency and ensures accurate and up-to-date project information. This integrated system appears to provide a smooth workflow for users, reducing the likelihood of errors and ensuring consistency in project data. 

The updating of Web Platform properties, such as actual start date, remaining duration, and percentage complete, based on changes made in the Mobile App saves time and improves data accuracy. By enabling users to approve records with finish dates in the Mobile App and automatically updating the status in the Web Platform to 100%, the system provides a more seamless experience for users. This integration is valuable for teams working on complex projects and ensures everyone works with the most current information.

Cost Control: 

This bug fix release focusses on fixing the critical bugs and addressing incorrect behavior in the application, in the process minimizing the risk of creating more bugs.

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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 October 2023

Release Notes September 2023

Release Notes August 2023

Release Notes July 2023

Release Notes June 2023

Release Notes May 2023

Release Notes April 2023

Release Notes March 2023

Release Notes February 2023

Release Notes January 2023

Release Notes December 2022