Se7en minor updates that will make a big difference
February 18th, 2013 • Google Apps
Over the past few months, we’ve been making lots of improvements to KiSSFLOW. We’ve rolled out major features such as Organizational Hierarchy Support, Google Drive Integration, Integration with Google Spreadsheets, Master Data, Data Export and Reporting. We’ve been getting lots of great inputs and feedback on the new features – thank you and keep them coming! For this release, we chose seven minor features that could make a big difference to our users. Here’s the list:
- Rearrange sections and tables in the form – [Step 2 Form Designer]
- Add display hints to form fields, sections and table – [Step 2 Form Designer]
- Add hyperlinks in forms – [Step 2 Form Designer]
- Print forms
- Display tables as rows and columns
- Export data to include links to documents attached to the request
- Dynamic user assignment based on mapping in master data
Let’s take a quick look at each of these features.
Rearrange sections and tables in the form – [Step 2 Form Designer]
Whenever a new section or a table is added, it is always added to the bottom of the form. Without the option to reorder the sections or tables in a form and move fields from one section to another, it meant that, once data is structured in the form, it cannot be changed easily. With this release, we bring you the ability to rearrange sections and tables in a form, and also to move fields from one section to another. This adds more flexibility to the form designer.
Add display hints to form fields, sections and table – [Step 2 Form Designer]
You can provide instructions to the users using the display hints option for fields, sections and tables. The display hints for sections and tables are always visible in the form, while the display hints for the fields are visible to the users on selection. *Important Tips*
- If the maximum characters allowed for the field name is insufficient for your needs, then keep the field name short and add the rest of the details as display hints so that the clarity is not lost.
- While the display hint feature has been implemented mainly for providing additional information, it also serves another purpose. Currently, we do not provide special characters/unicode (local language) support for field names. Hence, some of our users have not been able to use local language for form field names. Local language support is part of the roadmap. In the meantime, you can add the display hints in local language.
Add hyperlinks in forms – [Step 2 Form Designer]
With this release, all text prefixed with http:\\ will be displayed as links in the read-only mode. To add a hyperlink in the form, add a text field along with a display hint instructing the user to prefix links with http:\\ so that KiSSFLOW displays it as a link in the read-only mode. Please note that the existing processes must be published for the hyperlink changes to be available.
Now you can easily print the form using the print icon available at the top-right corner of the form. With great power comes great responsibility – save paper and print out forms only when absolutely required.
Display tables as rows and columns
By default, the table rows are displayed as repeatable sections. Additionally, the users now have the option to switch to the grid view.
Export data to include links to documents attached to the request
In KiSSFLOW Business edition, workflow data is synced to Google Spreadsheets in real-time. Whenever a workflow request is completed, the form data is written to the Google Spreadsheet. Now, the links to the documents attached to the request will also be written to the Google Spreadsheet.
Dynamic user assignment based on mapping in master data
KiSSFLOW supports direct user or group assignment, organizational hierarchy and dynamic assignment using email fields in the form for assigning workflow participants. Now you can also use the mapping in master data for assigning workflow participants. For example, if you want to create a workflow for requesting approval for folder access, then you can create a master ‘Folder’, map the respective approvers for each folder and use the mapping for assigning workflow participants instead of using parallel branches with criteria for each branch. You can read about this example here.