Who is this article for?Primary Admins wanting to learn about new updates.
Smartforms upgrades include a combination of new functionality and technical improvements.
New releases ordinarily occur every fortnight, although essential 'hot fixes' may be applied more frequently. Many major new features and upgrades take more than two weeks to plan, develop and test prior to release so these are noted in our 'coming soon' section.
This article outlines the changes implemented on 12th October, 2021.
Now you can...
This release includes:
- N/A Question capability
- Op Completion on a web browser (BETA)
- The ability to trigger a Workflow based on an answer in an Op
- An improved Op Builder experience
- SMS notifications triggered by Workflows
- And more!
Plus additional small improvements and fixes to enhance your Smartforms experience.
New Features
N/A Question Capability
When building your Op questions and answers, you now will have the ability to choose whether a question can be skipped by your staff upon completing the Op.
When checked, your Staff will have the option to skip the question and it will not count towards the Ops progress in the Native App.
When a question has been configured to skip, the user will see the option below:
Web App Op Completion
Using the new Web Board, your Staff can access all of their Ops and Issues via a web browser* so that they can be actioned and submitted directly from a computer.
While this feature is Live, it is still in BETA testing stages. If you would like to use this feature, please let Support know via the chat box or by following the button below and we can quickly provide you with access.
*Note: The Smartforms Web Board is most compatible when using Google Chrome.
Improvements
Op Answer Workflows
Now, in Op Workflows, users have the ability to select certain responses to a question as triggers to be used in order to enable a chosen action.
For ex: "What machinery will be used today?" If a certain answer is selected (i.e. Excavator), then an Op pertaining to the use of that machine (i.e. Excavator Maintenance Check) can be assigned to complete.
SMS Notifications
When creating an Op Workflow, you can now send an SMS message when a trigger is activated.
Op Builder/Preview
Using customer feedback, we have made some improvements to the Op Builder so that is is quicker and easier for Admins to build Ops.
Native App Library
Although this is not something that Users will see, our Development Team has made significant changes to our native library, increasing performance and improving the structure of how the platform works.
Downgrade Staff to Place Admin
As a Primary Admin, you have the ability to upgrade a Staff member to a Place Admin or a Primary Admin.
Now, you also have the ability to downgrade other Primary Admins to a Place Admin, without needing to contact Support (like before).
Fixes
Lastly, the following bugs, experienced by some customers, have been squashed 🐛
The undo/redo functionality not only works for your Op questions, but now in the Rich Text boxes as well.
- Some users reported seeing Ops for other Teams on their shared devices, which has been resolved.
- Op Workflows will now allow you to trigger a repeat of the identical Op.
- Scored & Graded Op reports, no longer show unscored questions as a Fail. (although this affecting the overall score)
- And many more!
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