Hi everyone! Our final platform update of 2024 is finally rolling out!🍻
Inspired by Rottnest Island, a picturesque gem off Perth’s coast, this release ties up a few loose ends just in time for the holiday season.
Let’s take a look, shall we? 🔎
New Features & Improvements
1. Info Alert Customization
First, we have new customization options for the Info Alert and Start Screen which gives you more control over how tasks and information are displayed in your app!
You now get to adjust dynamic titles and subtitles, add custom icons AND set background and foreground colors that match your branding or app aesthetics.🎨
With the introduction of f(x) mode, color pickers support dynamic color changes based on conditions, allowing for adaptable visual cues—such as using IF({{Something}}, ‘#FFFFFF’, ‘#000000’) to change colors based on different criteria.
For instance, previously some of you had to rely on a static info alert at the bottom of the start screen to view task counts and navigate to the Task Screen.
Now, you’ll get to configure the alert to open your own custom Task List Screen, offering a more tailored way to interact with your tasks.✊🏻
2. Simplified Google Integrations with the New Folder Picker
Our Google Folder Picker for our Google Drive and Spreadsheets Integration tool lets you browse and select files or folders from your Google Drive directly within our platform.
We hope this update simplifies your experience and removes the need for CASA (Client Access Security Assessment) Certification. Google requires applications using certain Sensitive or Restricted API scopes to undergo third-party certification. CASA Certification was free in the past, but that’s no longer the case. This will create extra challenges for our customers.
With the upcoming Google Picker, viewing your Google Drive and selecting folders should be more seamless, saving you from unnecessary administrative hurdles and making your workflow much smoother.👏🏻
3. Form Upload Progress Status
Third, you can track upload progress in real-time for pending form uploads so you can always know the status of your submissions from start to finish.
Whether you’re working offline or handling large files – you don’t need to engage in unproductive guesswork anymore… You now have constant access to clear, reliable updates until every upload is complete.✅
4. Dynamically Evaluate Text as a Formula
Next up – Dynamic Value Evaluation Using Indexed Placeholders—a nifty new formula called EVAL that makes your forms even more adaptable and data-driven.
What Does It Do?
It allows you to use indexed placeholders (like {{0}}, {{1}}, etc.) to dynamically populate field values. These placeholders automatically reference values from specific fields making complex background calculations much easier.
Let’s look at an Example:
- {{0}} is dynamically replaced by the value in {{textfield1}}.
- {{1}} is replaced by {{textfield2}}.
You finally have the freedom to reference a formula stored in a data source to populate field values dynamically!
Example:
- Here, the formula fetched from {{ds[0]}} is evaluated using the values from {{textfield1}} and {{textfield2}}.
Where will this come in handy?
Say you have a choice field linked to a data source where:
- The display column contains options like Yes or No…
- And the value column contains formulas to execute based on the selection.
If the user selects “Yes,” for example, and the corresponding formula is:
CONCAT(“{{0}}”, ” and “, “{{1}}”)
You’d configure the dynamic value property as:
This added capability allows for much more dynamic, adaptable forms where the content and flow can change based on either user inputs or the underlying data source, thereby supporting complex scenarios and use cases with ease.
5) Task Recurring API
Next up—our New Task Recurring Endpoint, making your recurring tasks more convenient than ever!
With this new API feature, you can:
- GET: Pull detailed info about recurring tasks, like schedules and users assigned.
- POST: Set up new recurring tasks directly through API calls, making it much easier to add to your workflows.
- PUT: Update existing tasks to tweak schedules, assigned customers, or other details to keep everything up to date.
We hope this frees up some valuable time so you can tend to more important matters.🙂
6) Password Reset Display Message to App-Only Users
We noticed that some of you who use the app exclusively were running into confusion after updating your password via a web browser. You’d get redirected to the web portal login screen—only to be denied access. Understandably, that led to some frustration.
To address this, we’ve made the following updates:
- Password Reset Success Screen: After resetting your password, you’re no longer redirected to the web portal login screen. Instead, you can easily head back to the app with a “Redirect to App” button.
- Updated Web Portal Error Message: If you try logging in to the web portal as an app-only user, we’ve added a clearer, more informative error message that will explain access is limited to the app.
These updates are designed to improve your experience, reduce confusion, and ensure you can easily return to the app without unnecessary detours.
7) Getting the User ID from the API Explorer/ API Response
We’ve also made an update to simplify retrieving the User ID from the API, tackling a limitation that made connecting user information with external systems trickier than it needed to be.
Previously, the API response only included a GUID as an ID, which wasn’t particularly useful for identifying users. Many of you asked for a solution to enable tasks like automatically creating a contact in an external system whenever a client account is created.
With this update, the User ID is now included in the API response—it is available only when using an API Full Access Key.
This enhancement simplifies processes, like creating contacts in external CRMs or other systems that rely on user identification. It also helps you integrate with external platforms more efficiently and with far less hassle.
8) Amazon Web Services Integration Enhancement
We’ve also included a Custom S3 Endpoint option, which will appear when you select “Custom S3 Endpoint” in the Region settings.
This new option lets you specify a custom S3 endpoint directly, making it easier to use S3-compliant third-party services.
For example, you can integrate seamlessly with Wasabi cloud storage by specifying the Wasabi endpoint (s3.wasabisys.com), which gives you greater flexibility and control over your storage integrations.
9) Toggle Table Search Bar
We’ve added a new option to toggle the Table search bar on and off. This is especially useful when working with smaller tables where a search bar isn’t needed, helping you save screen space and keep the interface clean.
You can easily switch it back on whenever you need it, giving you more control over your tables’ display.
10) New Formula for Device Name
We’ve introduced a new formula: DEVICEALIAS(), which returns the user-defined name of a device.
The DEVICEALIAS() formula makes device identification easier by using the names you set, rather than default system labels. This is especially useful when managing multiple devices, helping you work with meaningful labels to streamline tracking and organization.
Bugs & Maintenance Items
Task Dialog Button Updates: We’ve improved the “Create” buttons in the Add Task dialog to make them more accessible and easier to use.
Task Map Enhancements: The pin stacking on the Task Map has been updated to make pins more visible.
Connector Log Popup Update: We’ve increased the Connector Log popup dialog size for better visibility.
Scrollbar Adjustments: Scrollbars have been made wider for a smoother scrolling experience.
That’s it for 2024, see you in the new year!😉