Hi everyone! Our final platform update of 2024 will roll out in the next week or so.🍻
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 up, we have new customization options coming for the Info Alert and Start Screen which will give you more control over how tasks and information are displayed in your app!
You’ll 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 will 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.
When this update goes live, 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
We will also release the Google Folder Picker for our Google Drive and Spreadsheets Integration tool that lets you browse and select files or folders from your Google Drive directly within our platform.
This update will greatly simplify your experience and remove 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 will become seamless, saving you from unnecessary administrative hurdles and making your workflow much smoother.👏🏻
3. Form Upload Progress Status
Soon, you’ll be able to track upload progress in real-time for pending form uploads so you always know the status of your submissions, from start to finish.
Whether you’re working offline or handling large files – you won’t need to engage in unproductive guesswork anymore… You’ll 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 will make your forms even more adaptable and data-driven.
What Does It Do?
It will allow you to use indexed placeholders (like {{0}}, {{1}}, etc.) to dynamically populate field values. These placeholders will 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’ll also 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 will make managing recurring tasks more convenient than ever.
With this new API feature, you’ll be able to:
- 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 will free 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’re making the following updates:
- Password Reset Success Screen: After resetting your password, you’ll no longer be redirected to the web portal login screen. Instead, we’re introducing a Password Reset Success Screen with a “Redirect to App” button, so you can easily head back to the app.
- Updated Web Portal Error Message: If you try logging in to the web portal as an app-only user, we’re adding a clearer, more informative error message that will explain access is limited to the app.
These updates are designed to make your experience smoother, reduce confusion, and ensure you can easily get back to the app without unnecessary detours.
7) Getting the User ID from the API Explorer/ API Response
We’re also making 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 will now be included in the API response—available only when using an API Full Access Key.
This enhancement will make it easier to streamline processes, like creating contacts in external CRMs or other systems that rely on user identification, helping you integrate with external platforms more efficiently and with far less hassle.
8) Amazon Web Services Integration Enhancement
We’re also dropping a Custom S3 Endpoint option, which will appear when you select “Custom S3 Endpoint” in the Region settings.
This new option will let you specify a custom S3 endpoint directly, making it easier to use S3-compliant third-party services.
For example, you’ll be able to integrate seamlessly with Wasabi cloud storage by specifying the Wasabi endpoint (s3.wasabisys.com). This update will give you greater flexibility and control over your storage integrations.
9) Toggle Table Search Bar
We’re adding 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’ll get to easily switch it back on whenever you need it, giving you more control over your tables’ display.
10) New Formula for Device Name
We’re introducing a new formula: DEVICEALIAS(), which will return the user-defined name of a device.
The DEVICEALIAS() formula will make device identification easier by using the names you set, rather than default system labels. This will be 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’re improving 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 is being updated to make pins more visible.
Connector Log Popup Update: We’re increasing the Connector Log popup dialog size for better visibility.
Scrollbar Adjustments: Scrollbars are being made wider for a smoother scrolling experience.
That’s it for now! We’ll stay in touch as these features go live. 😉