Apply submissions grid layout for all end-users
With this new feature, you can customise the grid layout of your submissions page to meet your specific business needs, and ensure that all of your end users see the same layout. This helps to create a more consistent user experience and makes it easier for your users to see high-priority data points (e.g. matter number for an AML use case). Your layout can be applied to a single status or all statuses at once.
To change your layout settings, simply log into your account and click “View submissions” on the form you’d like to apply the layout for. Here, you can customise your layout by adding, removing, or re-ordering columns. Once you’re happy with the layout, click the layout settings button on the far right-hand side and then choose your setting.
Submission timeline enhancement – ability to see when a button was clicked
Forms can be customised to include custom action buttons that are specific to your business needs. These buttons can perform a variety of functions, such as saving the form, submitting the form, or triggering custom workflows. The submission timeline will now create an event that allows you to track when a custom button is clicked and by whom. For example, if you have a custom button called “Review completed”, you’ll see an event in the timeline when that action is taken.
Reporting enhancement – ability to “select all” in data tables
When creating a data table in reports, you can quickly and easily select all fields, saving you time and effort.
Audit trail enhancement – track deleted forms
Forms deleted from the system will now be logged in the audit trail including the form name, date of deletion, and the name of the user who deleted the form. In addition, users will now be prompted to type the word “DELETE” when deleting a form from the system.
Bug fixes
- Removed the word “undefined” which was appearing at the bottom of email notifications.
- Removed the option to set new users as “form admin”.
