New updates and improvements

Deleted Forms

In this release, we've added the ability to delete forms.

Deleted forms will be removed from 360 Forms after 7 days and can be viewed from the Deleted table.

Improvements

• Added ability to delete forms
• Improved Currency Input formatting
• Enhanced date handling
• Added roles export
• Added support for form difference comparison
• Added support for preventing creation of forms

Improvements

At the bottom of every release changelog lives a bullet point list of the smaller changes we've made in that release.

The items on this list typically are not exciting new features that we highlight at the top of the changelog. However, they are still important - we list both fixes and improvements in this section. Fixes are bugs that we squash by removing the problem. Improvements are imperfections or gaps in functionality that we keep and evolve into Quality of Life improvements.

This release focuses on these improvements.

Improvements

• Addressed scenario where action buttons would not always trigger
• Allowed for the recall email notification to also be sent to the users previously assigned to the form
• Improved database performance for certain views
• Added support for displaying additional information based on dropdown selections when adding line items using the modal
• Enforced user permissions when viewing form reports
• Provided the option for a new form reference to be generated and assigned to a field value
• Added support to compare two forms using a field and highlight any changes in values between the two as they are made

Enable Data Table Form Reports

In this release, we've improved form reporting functionality.

It is now possible to enable data table filtering on form reports, allowing you to use the functionality that was implemented in the last release for reporting.

We have improved the character handling during PDF generation, this means that special characters in forms fields will be included in the PDF.

Improvements

• External workflows can only have one responsible user
• The monthly forms usage report is sent at 8:30
• Ensured that the form data table column filter always has form type available
• Added option to enable data grid functionality to form reports
• Improved character handling during PDF generation

Improved Data Table Filtering

The data table experience in the Inbox, My Forms, All Forms, and Archive has been refreshed.

Firstly, the quick search filter will remain in the top right and provides the option to immediately filter text inside any of the table columns. Each column heading can be clicked to change the sort order.

With this update, each column contains a filter menu on the right side of the column heading. When clicked the filter menu is revealed which allows for up to two Contains or Does not Contains queries using AND / OR logic. This filter is applied only to the chosen column. Filtered columns will display an indicator to show that they have an active filter applied.

When navigating between the refreshed data tables, any column filters or sorting that have been applied will be remembered when the data table is reopened.

Finally, when any filter or sort is active a Reset button will appear next to the quick filter that will reset the table back to the defaults.

Improvements

• Improved data table filtering
• Performance improvements during initial loading of a form

Workflow Emails Reply To

We've updated the emails that are delivered as part of workflow actions like approval, rejection, or send via email.

Emails will continue to be delivered by 360 Forms from a dediciated email address, but we've updated the email to indicate where any replies should be sent. This will be the person who triggered the email, email clients will respect this change.

Improvements

• Workflow emails indicate who replies should be sent to
• Improved accuracy of the inbox count badge

Copy Form with the Latest Schema

In this release, the copy button has been enhanced to copy the form with the latest schema.

The copy button creates a new form which combines the latest schema with the copied forms values, so that the latest changes to the schema are part of the newly created form.

This is the new default behaviour.

Improvements

• Copy button copies the chosen form with the latest schema
• Simplified login options
• Dashboard reports are accessible from the reports menu

User Administrator for Team Users and Roles management

In this release, we've simplified the management process of users and roles. Organisations can now have one or more dedicated User Administrators that can manage users and roles from a dedicated page for each. Each User Administrator will be able to invite users, delete users, disable/enable users, and assign roles to users.

Improvements

• 360 Forms logo
• Updates and improvements page and link
• User page allows the deletion, enabling, disabling, and role assignment of users
• Role page allows the creation, deletion, and assignment of users to roles
• Invite User feature makes it easy to invite new users into roles in one action
• Updated reserved system roles
  • Global Administrator - Can manage all aspects of 360 Forms and services that use 360 Forms
  • Global Reader - Can read everything that a Global Administrator can, but not update anything
  • User Administrator - Can manage all aspects of users and groups, including inviting new users
  • External - Enables access to a form and forbids access to any other part of the system
  • Third-party - Enables access to a form, Inbox, My Forms and forbids access to any other part of the system
  • User - Enables access to a form, Inbox, My Forms, All Forms, Dashboards, Archive and forbids access to Admin and Team