Changelog - People Part 2, June 2018
Our login screen was a bit unwieldy to use on mobiles, requiring you to scroll down to tap on the email and password fields. This has been slimmed down greatly, so this shouldn’t be an issue any more:
We’ve made the initial load of ecoPortal prettier and snappier by adding an extra initial bootstrap stage. Here’s what you’ll now see instead of a white screen when ecoPortal initially loads:
While at the moment it is just a pleasant new loading screen, this lays some important groundwork for further improvements. We will be continuing to streamline and improve the speed of starting up ecoPortal in the future by building on this new feature.
We’ve simplified the terms we use to describe states throughout ecoPortal:
We looked into some performance issues that some customers were having on registers and found that the gauge widget we were using was causing problems when there were a lot of them. We’ve written a custom gauge widget from the ground up to be blazing fast to resolve this issue. The visual style has been simplified a bit as well, with particular improvements to the readability of the “table view” of the gauge on registers.
We have made a couple of changes to date/time entry within ecoPortal. The clock now gains a red highlight when you have a date + time field but you’ve only entered in a date:
We’ve also changed the actual date picker to one which is a bit easier to use for those of us without a scroll-wheel. You can also quickly edit the year by clicking on it.
Finally, we’ve simplified the language used on the user dashboard page. The “New form” button and “Recently visited forms” heading will now instead simply read “New” and “Recently visited” respectively.
Further improvements to the people module launched in the last release have been a core part of this release. You can now sort by email in the People Manager:
and it will show you the total number of people matching your current filter(s):
We’ve added several new filter types. You can now filter members of your organisation to find those who have deactivated accounts and for our power users, you can also filter based on their functional permission level. We’ve also taken out some of the filters that might not be applicable to your organisation depending on your setup, such as the “prefilter” filter. Finally, when you’re experimenting with filters and change from e.g a “before” filter to an “after” filter, it’ll copy the values across so you don’t have to enter in the same date again.
As the most common organisation management actions now have a dedicated area in the People Manager instead of residing in the organisation settings, the changelog for your organisation can now also be accessed via the cog menu on the People Manager.
When you’re updating many people at once using the new People Manager batch tools, it could be a bit frustrating if you picked the wrong batch update and wanted to go back to change it as you would lose your selection. We’re happy to say that if you hit the cancel button on a batch action, you now will no longer have lost your selection.
Several customers have requested more fine-grained control during the invitation process as to what areas of the system they want to grant access to. We offer several simple presets which should cover most cases, but we’re pleased to say that we have now unlocked the ability to invite with custom functional permissions for all organisation administrators.
For clients who are using our latest extended people management features, you can now also filter the people attachment widget using the same filters available on the People Manager. Access these filters by hitting the filter icon in the search box:
Finally, we’ve also made sure that date values in the people manager won’t wrap onto multiple lines and added visual separators when there’s multiple values picked for a field.
Register export has been made more powerful. You’re now able to pick and choose the specific fields you want to export, instead of just exporting everything in one go and having to hunt through the resultant CSV. If you want to export every field still, there’s a select all checkbox on the top. Otherwise you can type to filter across all the exportable fields and see their labels and type. Tick the ones you want to export and hit the export button! An added bonus to this extra export configuration - no more misclicks on the export icon slowing down your organisation’s system.
For those clients already using our brand new extended people management features in their forms, we’ve added a new filter type. You can filter to a specific field containing a specific person. Your register table and card views can also display people attached to any given field, and optionally some of the data about those people. We’re rolling out the new people management features progressively across our clients - contact your ecoPortal support or implementation manager if you’d like to request more information about the rollout.
We have improved the workflow, availability and look of filters throughout the system. Next time you are on a register, or on a form searching for a page reference, if you click the filter button inside the search bar, a box dedicated to filtering will appear.
Clicking ‘+ Filter’ lets you type or scroll to search and find field you want to use to filter your results.
Filters have been rebuilt to be conversational, meaning that using a filter is as simple as completing a sentence filling in the options you are interested in. Different options will be shown depending on the type of field you are using to filter with. E.g. a select field type looks like this:
You can add as many filters as you want which will further narrow down your results to help you find just what you need. When you are done click ‘apply’.
We have also added new options to relative date type filters. You now have the options to add "the past" and "the future" to filter the results accordingly.
We’ve cleaned up and standardised the filter and reorder options in the task manager:
You can now filter the task manager by register:
You can also now export information about tasks in ecoPortal to CSV. You can find the export button in the cog menu top right on desktop devices.
Clicking the export to CSV button will take you to the export status page where a progress bar will fill as the system exports. There may be a brief delay before the export progresses if many other users are also exporting data at the same time. Once done, you can download your exported data as CSV. Information available in the export includes register name, page name, the type of task, when it was started, when it was completed, who was the actual person to complete it, the overall duration as well as everyone assigned to the task. For review tasks, the people who signed the task off will be exported as well.
We’ve also made some improvements to how you interact with pages with an active task. One point of confusion has been if you want to assign someone else to a “fill in” task, then save the page without completing the task yourself. The “Save Progress” button was the way to do this, but people sometimes accidentally marked the task as complete themselves after assigning someone else. Now, when you assign someone else to a “fill in” task, there will only be a “Save & Assign” button available which will not complete the task.
We have also made it so that if you visit a page with an active task and you’re able to complete that task, the page will always start in edit mode.
We’ve made a number of small improvements to the ecoPortal page editor in this release as well as one rather large one - the brand new rich text editor. The new editor does everything the old one does, just better.
All buttons now have clear explanations as to what they do. The link & video buttons now have a dedicated settings pop-up with extra options available. The editor will by default automatically resize as you type, just like the old one does, but there’s now a drag handle on the bottom in case you want to temporarily change the size of it to see more content.
The file attachment field has had a small improvement as well - it will no longer warn you about losing your changes if you open and then immediately close it without actually doing anything.
Minimised sections could be a bit confusing before as the expand button wouldn’t show up until you actually moused over it. This button is now always visible when a section is minimised:
People often try to print pages which are currently in “edit” mode which creates some issues for them as it tries to print all the different form fields on the page instead of the actual page content. As almost all systems now display a print preview first, we’ve made it so if the user does this, the print preview will give them instructions on how to print properly and access the print options. While this might irk people without a print preview, at least only one page will be wasted printing out a guide on how to print, as opposed to having to print your content twice - once badly, and once properly ☺
Finally, in multi-stage workflows, sometimes people people try to move on to the next stage after finishing their current one even if the current stage needs to be signed off first. Previously, the error message they’d get would state that they didn’t have permission to that stage which confused them - after all, they’d eventually have permission to it - once the current stage is complete. We have improved the error message in this case to let them know that they can’t access it until the current stage has been fully completed.