New Features Sharpen Encore More Than Before
ORDER STATUS LEVELS
Order status levels are intended to allow for certain order statuses to be subsequent to others. Dispatchers can now define specific following statuses, limiting what the users will see as their next available status for the service they are working on.
Benefits
- This helps mitigate challenges with selecting the wrong order status when multiple statuses exist within a service.
- It ensures employees do not skip over order statuses and cover all their required tasks while on a job site.
- Flexibility exists within the limits. This feature permits users to set one or more statuses as the following available.
Tier/s available:
- Actsoft Encore
- Ultimate
- Actsoft Encore Vault
- Ultimate
Training
A new column named Next available status(es) has been added to the module settings in Dispatching. Note that only statuses of the ‘In progress’ and ‘Dispatched’ types can have associated next statuses.
If a status does not have any associated status defined the column will display ‘All’ and all statuses are available to be selected as the following status.
Order statuses grid showing the Next available status column
Steps to add next available statuses to a service:
- Select the desired service from the service types column.
- Add a New order status or Edit the status to configure the next available statuses. If you are creating a New service type create the statuses needed for the service, then define the next available statuses.
- Make sure to Publish changes to the module before exiting.
Adding the next available statuses
Video
ENHANCEMENTS
ADDITIONAL FILTERS FOR CUSTOM LISTS
We have added additional filtering options to the list field type. These enhancements refine the way data is displayed when filling out Wireless Forms. Having the ability to filter a Custom List by a previous field, the user logged to the app, or a list value makes it possible to streamline selections within the Custom List by automatically filtering what is relevant to the user.
Benefits
- Until now, list filtering was possible only by utilizing the value from a previous list field; there are more options available now to filter the list.
- The new filtering methods allow users to have more control over the data displayed, helping them avoid unwanted data.
- This enhancement adds versatility to the use of Custom Lists within forms and helps users more efficiently manage lists with large amounts of data.
Tier/s available:
- Actsoft Encore
- Essentials
- Ultimate
- Actsoft Encore Vault
- Essentials
- Ultimate
Training
Setting up additional filters to a List field
- Go to the module settings and add the List field. Select the List name from the drop down and the Column to display.
- Check off Apply filters to this list, and the filter definition will pop-up. You can add as many condition rows as you want.
- Select the Column to filter from and set the Value from; this is where you will be able to select any of the new options available within Previous Fields or Fixed Values.
- Save the changes and Publish or Save draft.
Empty filter will return no results
If the previous form field used in the filter is left blank, there is nothing to filter by and all records will be presented. In some circumstances this will be a non-desired outcome. To prevent this, select Empty filter will return no results. This option hides all results from displaying, until the filter has data to compare.
Enabling empty filter will return no results
Example:
State list (FL, AL, TX, CA)
City list (FL: Miami, FL: Tampa, FL: Brandon, FL: Clearwater, FL: Sarasota, AL: Mobile, TX: Houston, TX: Dallas, CA: San Diego, CA: LA) If the ‘State’ field were ignored by the handset user and they went straight to the ‘City’ field, they would see a drop-down list with all ten items.
But, if they chose FL, they would only see five items.
Filtering by previous fields
In addition to filter the list by a previous list field, it is now possible to filter the list by a previous Text field within the same form. Once the app user enters a value in the text field, that value will be used to filter the list.
Selecting a Previous field to filter the list
Filtering by fixed values
Fixed values are data existing in the custom list. Three types of fixed values available and those are Current user name (username used to login to the app i.e.: rpeterson, not the name Robert Peterson), Employee number and List value.
Selecting List value will open an additional Select value drop down where the fixed value can be set.
Selecting a fixed value to filter the list
Example: Parts list from the image above.
Assuming employee with user name admindemo is filling out the form and field Make = Honda; the filter will return Part name = Oil filter, the only part in stock assigned to the user.
List example
Video
CHARACTER LIMIT INCREASE IN FORM BUILDER
We have increased the character limit in form fields. Customers can build more complex and versatile forms according to their business needs.
Specifications
- The form field name maximum length is now 20,000 characters.
- The maximum length for Drop down, Radio and Check boxes (each list value) is now 4,000 characters.
- The default text value maximum length is now 4,000 characters.
- The page name maximum length is now 500 characters.
Use Cases
Tier/s available:
- Actsoft Encore
- All
- Actsoft Encore Vault
- All
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