Release 4.4

Release date: 01/31/2018

Overview

This release includes:

Features

Granular Security Phase 1

Granular Security is a large development effort with the goal of providing better tools for controlling how information is accessed within the application and what functions end-users are allowed to perform. Please read below for more information on each feature relating to the first phase of Granular Security.

Application Settings

The Setup area now features a new page called Application Settings. This page is only accessible by users with the ‘Security Administrator’ permission and it is used to turn on/off the following features in the B2W Inform application

  • Allow copying from previously filled out forms.

    • This setting can be turned on/off for the entire tenant. Additionally, if it is turned on, this setting can be turned on/off for individual templates

  • Allow users to delete forms that have been approved.

    • This setting can be turned on/off for the entire tenant.

  • Allow users to delete forms that have been completed.

    • This setting can be turned on/off for the entire tenant.

  • Allow users to edit forms that have been completed.

    • This setting can be turned on/off for the entire tenant.

  • Allow users to recall forms that have been approved.

    • This setting can be turned on/off for the entire tenant. Additionally, if it is turned on, this setting can be turned on/off for individual templates.

Business Units

B2W Inform now provides the ability to create Business Units to represent divisions or branches within your company.

Approve/Reject Workflow in Templates

Template creators can now limit the list of form approvers for a template or define a specific approval sequence for a template. This new feature provides template creators with more control over who is reviewing submitted forms.

Change User Permissions to Read Only

As part of our effort to provide more granular security options and improve performance across the application, individual user permissions were discontinued as part of this release. Granting permissions to users will be done through User Groups (think of these as Security Roles) and the permissions table for individual users is now read-only. The permissions table will also continue to display a user’s effective permissions (the permissions a user has inherited from users groups).

Improvements

Entire Application

Updated styling for disabled dropdowns

Styling for disabled dropdowns has been improved for greater visibility.

Template Area

Styling Updates to Create New Template pages and Template Properties Dialog

Field labels now appear above each field and are left-aligned.

Consistent default sizes for component types

Components are now one of three default sizes when dragged from the palette to the template.

Copy form template page

A new "Copy Page" button on the Template page allows users to copy the entire page along with its components.

Components

Media Upload Component: Show most recent photo/video attached

The Media Upload component now displays the most recently uploaded photo or video when adding new media.

Media Upload Component: Increased target area

The target area for uploading media has increased to the entire size of the upload area for easier use.

Media & File Upload Component: Select multiple files to upload at a time

Users can now select and upload multiple files at one time.

File Upload Component: Component's height locked

The height of the File Upload component cannot be changed. This change was made to address a component overlap issue that some end-users reported after uploading multiple files.

Table Component: Unique Header name can be edited

Users can now edit the Unique Header name within the Table component.

Radio Button and Checklist Component: Default values added

The Radio Button and Checklist Components now contain example data when added to a template.

Visible bounding box in template for components

Bounding box styling in the Template Editor has been added to the following components: Checklist, Radio Buttons, Hyperlink, Check Box, Table, Embedded File, and Embedded Image.

Forms Area

Pop-up message for rejection comments

Form owners who navigate to one of their own rejected forms will now see a pop-up dialog with details of the rejection

Reporting Area

Reporting: Indicate when a field has been deleted from a form template

When reporting on a template, if a component has been deleted from that template, we will indicate as such.

Reporting: New Users Data category in Meta Data

A new category in the Meta Data folder called Users which adds reporting ability for user information.

Report Scheduler: Report Scheduler now delivering most recent report version

If a report schedule has been created and then the report for that schedule is edited, the report schedule will now send out the most recent report version.

Setup Area

New counter for User Accounts on the Users page

The Users page in Setup has a new field called Total User Accounts that displays the total number of user accounts that have been created in the tenant (both active and inactive accounts).

Bug fixes

Fixes issue of:

  • Table Component: options to add to checklist header should be unique.