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Changelog byAnnounceKit

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Improvement
a year ago

Open Documents in New Tab

We have implemented an accessibility improvement to the recent UI design changes. Now, you can open document list items in a new tab using standard browser controls (right-click + open in a new tab, ctrl/cmd+click). This enhancement also applies to the groups list and users list."*

*A browser refresh might be necessary for you to see these changes.

Improvement
a year ago

Show Status in header

There might be a time when users need to know what status their document is in at a glance. With this update, users will now see the date and time that the document reached this status from their Document list.

e.g. created on December 4, 2023, at 11:30 AM

We will also be removing the status that appears in parenthesis next to the title of the workflow tracker. Users will no longer need this since it now appears in the header.

Improvement
a year ago

Maintain Document Number

Prior to this update, when a document was created it gets a "document number". If the form configuration changes and a draft updates to use the new form, it updates the document ID. This will change it so that the form configuration changes do not update the number.

With this change, when a user creates a draft it will automatically be assigned a "document number". If form configuration changes are made and published before the document is submitted to workflow then the user who created the document will be able to update to the new form. 

The document number will stay the same when they update to the new form.

More info on publishing an App can be found HERE

New Feature
a year ago

Document Level Permissions

There may be a use case when App Admins need a way to set up permissions for a form based on the values entered on that form. 

That's why we've created document level permissions. Using the new conditional permissions, app admins can grant users access to a subset of documents in the document list based on user lookup or group lookup values. Users can be granted permission to documents within their department only, documents they have submitted, or documents that their name has been added to.*

*This is a preview feature: We want our customers to test it out and provide feedback as needed.

You can read more about the feature HERE. 

a year ago

Remove Integration data when duplicating documents

There is now a new setting available in your form settings. If there are integration fields in your form upon duplicating it will duplicate the exact value from the document; even though it may no longer be a valid/current entry from your integration. When this setting is enabled it will clear out any integration field when duplicating so it will have to rerun in the newly created document.



Read more about form settings HERE

Improvement
a year ago

Form UI Changes

We've made some UI changes in the Document List, Action List, My Documents page, and when creating a new document.

When opening a form from within the app it will now appear in a modal as opposed to appearing in a separate tab. This includes opening a form from: 

  • The document list
  • The action list
  • The My Documents page
  • When creating a new document
  • The icons that allow you to edit, view, or delete a document in the document list are being moved to inside the document. This will allow users to easily go back and forth between edit and view modes directly from the document. 
  • All buttons from the right-hand side of the document will now appear in the header or in a menu inside the header. 
  • The title of the document will appear in the upper left corner (?)
  • The branding will not appear on the document if it was accessed from the document list
a year ago

COMING SOON: Form UI Changes

You will soon see some upcoming UI changes in the Document List, Action List, My Documents page, and when creating a new document.

When opening a form from within the app it will now appear in a modal as opposed to appearing in a separate tab. This includes opening a form from. Soon, you'll see the following changes: 

  • The icons that allow you to edit, view, or delete a document in the document list are being moved to inside the document. This will allow users to easily go back and forth between edit and view modes directly from the document. 
  • All buttons from the right-hand side of the document will now appear in the header or a menu inside the header. 
  • The title of the document will appear in the upper left corner 
  • The branding will not appear on the document if it was accessed from the document list

We will announce again once this is released.

New Feature
a year ago

Dark Mode

Why do programmers prefer dark mode? Because light attracts bugs 🥁

In all seriousness, we now have Dark Mode! Users can now enable or disable dark mode which will apply across the entire product for that specific user.

How do I enable dark mode? 

  • Select your user icon in the upper right corner
  • Select Theme
  • Choose if you want it to be Light Mode, Dark Mode, or based on your  System Preferences


a year ago

Integrations Enhancement

Before this update with integrations, we would send integrations through a service that maintains static IP addresses. This is great for customers that need static IP addresses but can create a delay for those that do not need static IP addresses (at least 1 second when the integration executes). 

This enhancement means:

  • Integrations will not automatically run through the service that maintains static IP addresses
  • If you need it to run through this service there will be a new checkbox on each integration that will allow them to enable this.
    • All existing integrations have been enabled with this checked, but this can be updated.

a year ago

Selecting Available Fields for Data Lookup

When configuring a data lookup, you will now be asked to select the fields you would like to be able to use in this data set. The fields that you make available to be used can then be used in workflow, conditional visibility, columns in the document list, fields on the form, and integrations.



More documentation on this improvement can be found HERE