ecoPortal Changelog – April 27th, 2018

New Features

  • The previous Members tab on the Organisation Settings page has been removed and replaced with the People Manager found in the sidebar.
  • The People Manager has search and filter controls allowing you to quickly find an individual (or filter to a list of people) based on a range of criteria. Your search query and filters change your URL so you can easily copy and share a link to your search results or refresh the page without losing your search results.
  • Each person in the People Manager can have additional details recorded against them. We can create templates to your specifications that contain all the details you want to record about members of your organisation. While each person can only have one template, you can have multiple templates within your organisation. This lets you handle different groups of people separately. For example, you might want to record different details about a contractor compared to those of a regular employee.
  • Fields in people templates can be marked as shared or private.
  • Private fields do not show up outside the People Manager and at this time are accessible only by administrators.
  • There is a new form component ‘people’ that can be used to reference people from the People Manager on a form. People reference fields can be configured to allow users to select one or many people.
  • People reference fields can be configured to show specific public fields. For example, you might want to add someone’s emergency contact information to make it easily available when filling in any accident forms on ecoPortal (private fields do not show up here).
  • People reference fields can be filtered on the fly to quickly find who you are looking for.
  • People reference fields can be set to snapshot or live mode. Snapshot mode will lock the details shown in the reference field to whatever the persons details are at the time they are added to the reference. Live mode will keep the details shown in the people reference up to date.
  • Added a new ‘me’ button that allows you to quickly add yourself to a people reference field.
  • Clicking a referenced person will bring up further shared details about that person.
  • People can be added to the People Manager in ecoPortal without an account. Meaning a person’s details exist in ecoPortal, and can be referenced on forms but that person can not log in to ecoPortal.
  • You can easily add an account to a person that currently only has their details entered into ecoPortal.
  • If you have administrative permission to change the settings of people in your organisation, you can now add or update accounts and details for up to 250 members of your organisation, simultaneously using People Manager batch tools.
  • The mobile version of the People Manager has been redesigned to offer a simple view of the people in your organisation.
  • Each person in an organisation has an improved profile page containing their details (including private details if you have permission to see them) and information about their account.
  • On each person’s profile page there is an extra section at the bottom of the display page listing pages that the person has been recently referenced on (using the new people reference component). Clicking through from this section will give you a register-type view containing all of these pages that you can then further search, sort and filter.
  • From a person’s profile page, if you have the correct permissions you can enter ‘edit mode’ and directly add or change their details and account settings.
  • If you have permission, you can remove a person from the organisation by using the remove button on the edit view of a person’s profile page.
  • You now access the new invitation process using the “Add New” button on the People Manager.
  • The invitation process has been updated to incorporate the ability to add extended details if this is setup for your organisation.
  • The invitation process has been streamlined with several sections being “skippable” to make it easier for people to be invited now and configured later.
  • The invitation process has been optimised for mobile phones.
  • You can now specify an external ID along with a person’s details when adding them to ecoPortal.
  • You can now filter numeric select fields using a range.
  • We now have task allocation strategies for supervisors, that will allow someone’s direct manager to be set as a reviewer of the form stage they complete.

Workflow Improvements

  • The name specified during the invitation process is now pre-filled for users when they accept the invitation
  • We have changed the way that fields look when you edit them to make tooltips and requirements more obvious while minimising the amount of visual clutter. We have also reviewed every field type on different devices and screen sizes and optimised to reduce clutter and wasted space.
  • The floating formatting toolbar on rich text fields now aligns better with the field and is no longer available on mobile.
  • To make it easier to enter in date / times, after you type in the hours in the time picker it will now jump to the minutes.
  • The “highlight” effect when referencing a page in the page picker has been made more noticable. The page picker will also no longer change size on the screen as you type.
  • The “yellow” accent colour has been made darker so that it is easier to read.
  • When you’re uploading images to an image gallery, the “done” button will now be disabled while you are uploading files.
  • If you don’t have permission to your organisation’s files, the option to attach files from your organisation on the file field is now gone.
  • The sort controls available when you are searching or browsing a register have been simplified.
  • If you try to open ecoPortal without accepting your invitation, the message that tells you to accept your invitation will now hang around until you close it.
  • After you accept an invitation, you now get immediately logged in to ecoPortal instead of having to enter your password again.
  • There are now improved messages given to people who are having difficulty logging in or accepting their invitation. If someone tries to log in who hasn’t accepted their invitation yet, a prompt with a button to resend the invitation to them is displayed.
  • The “task assignment” pop up now has more straightforward wording to ensure that people understand what it will do.
  • The task manager will now keep its search and sort if you reload the page. This also works with the back and forward browser buttons like registers do.
  • People who have been removed from an organisation will no longer show up when you’re editing an old task that they were assigned to.
  • When you’re in a register, or on a page which belongs to a register, the name of the register will have a green highlight effect in the sidebar. If you’re on a page which is in your starred items, that item will be green.
  • Changelogs now no longer display “x days ago” if the log is older than 3 days.
  • We now use styled pop up boxes instead of the browser default alert throughout ecoPortal. This also means they can’t be accidentally disabled.
  • Our use of buttons, what colour they are, and whether they are raised or lowered has been made consistent throughout ecoPortal.
  • The mobile experience of ecoPortal filling out forms has been significantly simplified by removing unnecessary controls including commenting, dragging fields, deletion of fields and sections, minimizing sections and advanced editing of fields.
  • A large portion of the title block has been removed from mobile forms so that you can dive right in and start filling the form out without scrolling.
  • Location tag trees at the start of a mobile form are more inline with other selection fields on a form.
  • When filling out selection fields on forms your device’s native select control will replace buttons if there are more than three options.
  • The mobile look and feel has been aligned with Google Material theme.
  • Archived pages no longer count towards the limit of pages you are allowed to reference on any given page. This archived information will also be cleaned up when you update the page.
  • If you’re uploading an invalid file (for example a PDF) to an image gallery, it’ll now tell you that specifically instead of just saying “something went wrong”.
  • The vertical axis on series charts won’t show any decimal places if the data being displayed is all whole numbers.
  • Policy group changes are now logged to the organisation activity logs. These new logs do not notify anybody.
  • Policy group edit has been sped up which should be noticeable if the policy group contains a many of people.
  • ecoPortal will no longer allow you to ‘upload by URL’ files larger than 500MB.
  • Many other misc. Workflow improvements and language changes.

 

Fixed

  • The ecoPortal logo is no longer stretched in IE11.
  • Reloading the page and then clicking the comment icon on a field will no longer scroll you to the top of the page.
  • There will no longer be a white gap on your organisation’s themed heading if your screen size is too small to display it, and the image will be gone completely on small width mobile devices like phones.
  • Clicking “other” on and off on a select field will now correctly run page scripts.
  • Many other Misc. Fixes