ecoPortal Changelog – October 23rd, 2018

Changelog - October 23rd 2018

This release brings a number of user interface (UI) changes and workflow improvements to the configurability and use of the Location Tag field on ecoPortal. There’s a brand new UI for everything related to location tags and some extra features we can roll out for you to cut down on the amount of tagging your users need to do while on ecoPortal. Let’s dive in.

Cutting down on data entry with default tags

Every account on ecoPortal can optionally now have a single “default” tag set on it via the people manager:

When set, everything that person creates (pages, files and so on) will automatically pick that tag. This can be used to e.g ensure a manager in Auckland creates content which is always tagged Auckland.

If your organisation has a location tag tree configured that looks something like “New Zealand > Auckland > Symonds St” and the default tag is “Auckland”, then on all new content they create it will automatically tag it “New Zealand” and “Auckland”. If the default is not appropriate, the user can deselect the default before hitting save.

Once default tags are being used effectively within an organisation they should significantly cut down on the amount of repeated data entry required and improve the consistency of tagging of data.

Rolling out default tags to the existing accounts in your organisation can be done efficiently and effectively by our implementation services. If you’re interested, get in touch.

An updated Tag Picker

We’ve listened to your feedback on the existing Location Tag picker and have built two different tag pickers which are useful in different ways.

The main one that you’ll see is the new visual tree-based tag picker:

Location tags are represented by a hierarchical checklist in the editable section in the middle. Any part of the checklist item text can be clicked to toggle it on or off. A summary of all the tags currently chosen are present on the bar near the bottom. To remove a tag, either deselect its checkbox or simply click the tag in the bottom bar.

The branches of the tree can have their visibility toggled by clicking the and signs to make it easier to find what you need. The “clear” button at the bottom will remove all currently selected tags which are in your location tag tree(s).

When you have default tags set on your membership, instead of a “clear” button you will get a “reset” button. Clicking this will remove tags as usual and then apply your default. This should make it very easy to correct tags on existing content once you have a default set.

The other major usability improvement we’ve made to the location tag picker is adding a “filtered” mode. This dramatically simplifies the tag tree for all users with location tags set on their membership when they initially open the editor. It does this by displaying only the subset of the hierarchy that matches their current location tags. For example, if someone had their location tags set to “Symonds Street”, the tag picker above would instead look like this when they opened it:

This is a simple example, but for clients with hundreds of locations I’m sure you can appreciate the difference in complexity. The “Show All” button will remove the filtering and show the unfiltered location tag tree for the cases where for some reason they need to choose a tag outside of their current filter set.

The other location tag picker we’ve introduced is a simplified type-ahead location tag picker. You can find this when you take actions like filter a register:

Click “+ Location Tag” and begin to type:

Use the arrow keys or click to select the tag. You can also just finish typing it and press enter.

This should make filtering by a tag a lot simpler for most cases, but if you aren’t sure what you want to filter by, you can instead click the “Tree view” checkbox and get the full visual tag picker instead.

An updated Direct Permission Editor

Adding direct permissions to a page is no longer a part of the tagging process and has been moved to the page toolbar:

Clicking “Permissions” will bring up the new direct permission editor. There is a search bar that can be used to find people to permission:

Clicking on a person will add a permission for them. These work the same way as before, they’ve just had a visual refresh.

You can expand or collapse a permission by clicking on the Hide/Edit button:

If more than five direct permissions are set they’ll be broken up into multiple pages.

The new Location Tag Field

Choosing location tags on pages has been completely redone and made a lot more compact. Once the release is out, when you edit a page on ecoPortal you’ll notice that the old tag picker is gone from the top of the page, replaced by this field:

Currently it lives at the top of the first “stage” of all pages, however this can now be customised on your forms according to your organisation’s requirements. Contact us to find out more. Choosing “Set Location” will open up the new tag picker:

From there it’s as simple as selecting or deselecting the location tags you need. The new required styling now applies to tags too, making it easy to ensure that tags aren’t forgotten:

We have a range of new options available for the behavior of the tag field including a single location mode, customised text, form/stage placement; as well as for our more complex clients who have multiple location trees, single tree mode. As before, get in touch if you’d like to discuss how you’d like the tag field to behave on your forms.

As a side note, if you’re currently using ecoPortal without any location tags, rest assured that there will be no extra fields added to your content on release day.

Permissioning Files, Datasets and Reports

We’ve improved the permissioning workflow when uploading or creating files, datasets and reports. Direct permissions have been split from location tags to reduce confusion and help text has been added. Here’s what the new file upload looks like now:

Use should be fairly straightforward, but if not clicking the question mark will provide a brief explanation of what you’re doing. Datasets and reports use the same permissioning controls.

Long tags, too many tags…

Sometimes the amount of tags set on any given thing could be a bit overwhelming and not necessarily be the best use of space! To improve this, most areas that displays tags on ecoPortal will now display a maximum of 8 tags by default and a toggle control to display the rest of them:

After clicking “Show 5 More”:

This should simplify the visual display and management of resources which require a lot of location tags without losing any functionality. The other improvement we’ve made is to the display of extremely long tags on mobile devices. Tags will if possible trail off with a “...” if they would otherwise be wider than the area that they’re inside: