Tender add participants flow was refreshed with a new design. Tender participants can be now multiselected from data table. As all Archdesk data tables participant table can be customized with custom inputs columns to allow filtering participants by additional information. After selecting the company, you can also select individual contact connected to the company.
Archdesk has a new feature enabled called revisions on forms. It is possible to create a revision for the form, and the form will be editable after it has been submitted. Thanks to that, few people can work together on one form and complete data together. The system displays a warning when you are reviewing a revision that is not current. This feature required enabling by Archdesk Support Team.
It is now possible to group widgets based on Data source input value on dashboards. Just select the data source as a grouping option and then type in the level of a data source to group by. When grouping by data source remember to provide in configuration level (code) of data source.
The possibility to use data source inputs was enabled on forms. Configure previously imported data source dictionaries as input widgets on forms. The feature is available for forms filled in inside the Archdesk application.
Data source dictionaries (tree structure dictionaries) where recently improved with features for better data gathering and reporting.
Additional inputs information can be now included in data source dictionaries. Data source custom inputs are presented on dashboards, data tables and module details pages. When selecting the data source value you will see in modal additional inputs values as well.
The new type of dashboard filters is now available on global dashboards. You can configure filters that will be applied to all widgets on the dashboard. You can create a global filter for choice input and then configure all widgets to use as criteria for this choice input. Each time you change a value in the global filter, all widgets will be recalculated to show data for the selected value.
The Processes module has undergone a redesign to improve your experience. The visual layer has changed. The functionality of the elements was also improved, the purpose of the change was to reduce the number of clicks. More information appeared on the main view, allowing you to have information right away about: the percentage, To-DO's, Attachments, and Notes that this Stage contains. Additionally, batch action on stage statuses was added. You can now modify multiple stages statutes from one view.
For easier processes stage data gathering, you can now use custom inputs on processes and process stages. If you are using simple forms on stage to gather additional information, consider resigning from forms and using custom inputs instead. This way, users will have better information visualisation and fewer steps required to complete the process. You can also add data validation available for inputs (required option, regex) and configure workflows to copy data from stage input to project input.
The dashboard widgets' colours were refreshed to match better new Archdesk branding. The changes were introduced for counters, financial values boxes, and all charts.
Unlock the potential of your data processed by Archdesk and track your most important KPIs on dashboards. Now you can see at a glance how close you are with your targets based on the numbers or financial values within the modules such as:
Now, you can create custom to-do lists on dashboards to see all relevant tasks on one screen. The user can have a dashboard that shows to-dos grouped into smaller sections based on the project’s criteria, for example, based on the current project process.
