New reports features!

Access settings

With this new feature, admins will be able to choose between two access settings when creating a report: admin-only or allowing any logged-in user to view the report.

Under the admin-only setting, only admins will have access to view or edit the report. This is ideal for reports that contain sensitive or confidential information that should only be seen by authorized personnel. This setting ensures that the report’s data remains secure and is only accessible by those who need it.

Under the second setting, any logged-in user can view the report, but only admins will have the ability to edit it. This is perfect for reports that contain information that is relevant to a wider group of people.

Global filters

With our new global filter, admins will be able to set conditions that will limit all widgets within a report dashboard to specific conditions (e.g. “client name = HP”).

The global filter feature is designed to help admins save time and increase efficiency by eliminating the need to set conditions on each widget individually. Instead, with just a few clicks, admins can set the global filter, and all widgets in the report dashboard will be automatically filtered according to the conditions set.

While the global filter is a powerful tool for managing reports, it’s important to note that admins can still add conditions to individual widgets as needed. This allows for even greater customization and flexibility in creating reports that are tailored to specific needs.

Upload and Personalize Your Company Logo and Email Banner

With this new feature, users will be able to easily customize their email communication with their clients and colleagues.

Uploading a logo and email banner will personalize your Omnitrack account, making it immediately recognizable to anyone who receives an email. This is especially important for businesses that want to maintain a consistent brand image across all communication channels.

Users can change their company logo or email banner as often as they like, allowing them to keep their communication fresh and up-to-date.

To upload or change the company logo and email banner, users simply need to navigate to “Configuration” >> “System settings” within Omnitrack and select the appropriate option. Once the logo or banner has been uploaded, it will automatically appear at the top of any email sent out of the system.

Bug fixes

• Fixed an issue within the logic builder on forms where edited logic on yes/no questions was not saving the first time.
• Fixed an issue where date fields in email were appearing as UNIX timestamp.
• Fixed an issue where automations with a “send email” action did not appear in the timeline.
• Fixed an issue where hyperlinks were not appearing within multi select fields on forms.
• Fixed an issue where Japanese was not exporting to PDF.
• Added better warning text for when an email has been incorrectly modified and fails to send.

Ability to give form admins section-specific access

We are excited to announce a new feature that will enhance the experience of managing your forms. The new feature allows you to set up admins who are responsible for specific sections of the form. Admins will be restricted to viewing only the sections they are assigned to, keeping the rest of the form confidential.

You can assign different admins to different sections of the form, ensuring that each section is managed by someone with the appropriate level of expertise. Admins will be able to view and manage the sections they are assigned to, but will not be able to access other sections of the form. You can even assign multiple admins to a single section, making it easier for you to manage larger forms with a team.

Here’s how to set up section-specific access:

1. Go to the “Form admins” page in the form settings
2. Click “Add section admin” to add a new admin
3. Enter the admin’s email address or name and select the sections they should have access to
4. Save the changes

Enhanced submission exports

The export submission feature now provides even more valuable information in your exported submissions. When you export submissions to Word or PDF, you will have access to the following information:

1. Submission Reference ID: Uniquely identify each submission with ease
2. Submission Status: Get a quick overview of the status of each submission
3. Flag Status: Stay informed on any flagged submissions that need attention
4. Assigned Users, Shared Users, Responsible Admins: See who has access to the submission and who is responsible for managing it

Bug fixes

• Fixed an issue with custom buttons where the submit button was not appearing after the initial submission of the form
• Fixed an issue where notification cards were duplicated on the notifications page
• Fixed an issue where the submission timeline was not appearing for end users when the submission was a duplicate
• Fixed an issue where customised notifications to external users were not being sent

Improvement to the ‘share’ submission automation

The automation feature allows admins to automate their workflow with logic-based actions. The share action within automations now includes the option to select a specific admin to share a submission with. The admin selected will be notified that a new submission has been shared with them. The notification will include a link to the submission on the admin side of the system instead of the end user side. To create automation, navigate to “Edit form” >> “Automations” >> “Add automation”.

Bug fixes

• Fixed an issue where the ‘view changes’ link in the timeline was not working for anonymous forms
• Fixed an issue where certain scoring fields were not working when only two options existed
• Fixed an issue where users were landing on a login page with the message “Submission deleted” even though it wasn’t

Submission timeline redesign and improvements

The timeline feature is essential for tracking submissions through their lifecycle. It tells you what changes were made, who made them, and when. As such, we’re happy to deliver a new and improved timeline experience that will be even more reliable and easy to use.

1. Tracking changes just got a whole lot easier. All changes to a submission will create an update event on the timeline and clicking the “view changes” link will now display an easy-to-read list of the changes made.
2. When an automation or reminder triggers a submission it will create a new event on the timeline. Those events now display a link back to the specific automation or reminder the event was created for. This means you can easily track down the automations that may not be working as intended.
3. We’ve made various behind-the-scenes improvements to ensure the reliability of the timeline event creation and order.
4. Automations using the “webhook” action will create a webhook event on the timeline that includes the webhook status.

New public API added

We’ve added a new public API for updating the value of a user lookup field. API documentation can be viewed in the ‘Configuration’ page of your Omnitrack system.

Penetration test completed

As part of a periodic security tests routine, VinciWorks regularly performs penetration tests by independent security companies who conduct both a grey-box and black-box review. The goal of these tests is to simulate an external invasion of VinciWorks’ infrastructure and application levels, in order to examine the soundness of the existing security and defence methods and to locate weaknesses in the communication, application, database and operating system levels that are available to potential attackers.

Bug fixes

• Fixed an issue where the user’s page was not displaying the correct information under the ‘added via’ column
• Fixed an issue where some anonymous forms were redirecting to the login page