The latest release includes bug fixes and minor improvements to existing features to improve the overall stability.

In this release, the following issues were identified and fixed.

• Certain Users were unable to access the user preferences screen
• Change of plan now refreshing data in Tgrid properly
• Added option to Zip files in FTP directory
• Double Click for Editing in preview mode now working
• Subtotals now accurately calculated for time fields
• Default bookmark filter now loads by default for all workbenches
• For export to csv header row no longer has  extra comma
• Sort for IDO list retained after clicking back button
• Server side graphing refreshes automatically when changing group by option
• Improved logic in network visualization when changing direction
• Grid Import now supports new line character
• Issue with zero displayed as null now fixed
• Pivot data filter enhanced logic to retain previous filters when fields were not in bookmark list
• Mass Edit now displays empty option for dropdowns
• Changed conditional formatting to not apply to full row

The latest release includes some significant changes to the UI. These changes include some new functions along with  cosmetic changes made to existing UI features. The latest patch also includes bug fixes and other improvements made to existing features to improve overall performance and stability.

The new features are

• Add new record in Inline Edit Mode
• New screen to check existing subscriptions

UI Improvements

• UI Toggling between modes changed to single click
• Changes to Outline Edit for Grids
• Compact Top Menu bar
• Icon to display new release notes post ->       

New Icons to switch modes

Preview/Drilldown Mode

• A new preview icon is now used to switch between default/preview modes
• When selected, the icon has an orange border to represent it is in preview mode.
• When unselected it is in default mode(Click on cell to see drilldown/goto options)

Edit Mode

• A new pencil icon is now used to represent the edit mode.
• When selected the icon has an orange border to represent it is in Inline Edit mode.
• When unselected it is in default mode(Outline edit – Click on cell to see edit/copy/delete options)

Add new record – Inline Edit Mode

Previously, adding new records was only supported through outline edit mode. With this release, new records can also be added in Inline Edit Mode

• Switch to Inline Edit Mode and click on Actions -> Add new record
• A new row is added to the top of the grid to enter values and save.

 Outline Editor – Improvements

The outline edit mode for grids has been redesigned for better usability and ease of data entry. The following changes have been made

• Errors while saving show up as a red icon next to the field which has the error

• Required & Revert and read only flag appears on the right side of the field.

• The required field smartly disappears once data is entered and reappears if it is blank again

• Any selections in groups/categories are saved for the browser used until cache is cleared.

Single line Top Menu

If the top menu bar has too many categories that cannot be displayed in a single line, a new “More” category is displayed with all other categories grouped under it as seen below in the picture.

New Subscriptions Screen

• Go to User Settings -> User Preferences and click on the Subscriptions tab to view all subscriptions that the user has subscribed to for job alerts
• Subscriptions can be deleted from this screen through the delete button

 

 

 

This release includes two new improvement to existing features along with minor bug fixes to issues. There are other smaller improvements made to the system to improve performance and stability of the product.

Improvements to existing features

• Grid workbenches support image data type in columns.
• Preview mode now available for vertical grids

Images in Grid Workbench

The image column in a grid workbench can be identified by the icon present in each row.

• If there is an existing image, the image icon is displayed as seen above
• If there is no image for the row, the upload icon is displayed
• Click on the upload icon to upload any image

• To view the image click on the image icon to see a preview as seen in the above video
• To reset or clear image, click on the image icon to see a preview and then click on the image again to open the image

• The maximum size limit for the image is currently 100kb
• To preview all uploaded images click on the image icon on the column header

 

Preview mode in Vertical Grid

Vertical grids now support preview mode.

Click on the default button and switch to preview mode and click on any data to see the relevant previews available(if any).

 

 

This release includes some new features along with bug fixes and improvements made to existing features to improve performance. We also introduce a new feature  in beta mode that will be released in the next release cycle.

The new features are

• Subscribtions for job alerts
• Queue Jobs

Improvements to existing features

• Drilldown to details in schedule log
• Ability to set landing workbench to default home page

New beta feature

• Dashboards

Subscribe for Scheduled Job alerts

Users can now subscribe to job status alerts for scheduled jobs. They can choose which status change of the scheduled job they want to be alerted on. To subscribe, users can follow the steps below

• Cloud Configurations -> Schedules
• For the desired scheduled job, click on the three dots and click on subscribe
• Select the status changes for which user wants to subscribe and close the window

The user would then get an email for the subscribed status change as shown below. The user can click on the link to view the log

Queue Jobs

This release updates the scheduled jobs to have the ability to queue jobs when there are multiple jobs. This ensures that one job(if having a problem) would not prevent other jobs from running.

Schedule Log details

When viewing the log from the scheduled job page, a new button as been added to view the detailed log

Landing Workbench update

A couple of  updates have been made to the new feature introduced last week where users can select a default landing workbench when they login.

• Users can now select the landing workbench to be “landing page” if they have no preferred landing workbench. This will take them to the home page when they login
• The landing workbench are now sorted and categorized based on the category

Dashboards

In this release, a new feature called Dashboards(beta version) has been released. Dashboards provide a quick view of Key Performance Indicators (KPIs). A more detailed description of dashboards can be read here in the Dashboard Blog.

This release includes two new features along with bug fixes and improvements made to improve performance and usability.

The new features are

• Landing Workbench
• Add columns from a csv file to TableMaster

Landing Workbench

Users can now define a landing workbench in user preferences. This will become the default page the user opens to after login. To set this

• Navigate to User Settings -> User Preferences
• Select the landing workbench from the dropdown

Add columns from csv file to TableMaster

When creating a new table in Tablemaster, users have the option to add the column names from a csv file. To do this please follow the below steps

• Configurations -> TableMaster
• Press the action button -> Add Table
• Enter a table name and click on the tick mark
• Now click on add columns from csv file to select the csv file from local disk
• Select the file and click on the check button which will populate the columns from the csv file into the column names

 

 

This release includes minor UI changes and bug fixes to improve overall performance and usability. The changes are

• New Preview Drilldown layout
• New layout for Cloud Configuration
• Processing information displayed in IDM Sequence update screen

New Preview Drilldown Layout

In all controls where the user opens a drilldown in preview mode, the following changes have been made

• Dropdown for selecting different drilldowns is at top left (it was in the center previously)
• Drilldown labels are at the center with bigger font

Cloud Configuration landing page

The cloud configuration landing page has been modified to take user directly to the Schedules page with the company information displayed at the top.

Click on the 3 lines beside the company name to view other cloud configuration screens. These screens are only available to admin users

IDM Sequence update processing screen

When a user updates the sequence for IDMs through change order, the screen displays the processing information. Until all the process are done, the sequence update is not complete.

This release includes a host of new features as well as general improvements and bug fixes to improve the performance and make the experience seamless and stable. The list of new features added are given below with hyper links to their individual posts that explain the feature in detail.

New UI Features

• Pivot/Unpivot data through Bulk Export/Import
• Configuration screens changes – Sequencer, drag and drop in UI, search and filters, Hide/Show fields, IDM Sequencer
• Scheduler UI – Gantt chart with ability to rearrange operations.
• Schedling UI – Sequencer – Change sequence of operation through drag & drop
• FTP Security – Control security of folders in FTP
• Forget Password – Reset password from login screen
• qPivot – new component that offers greater flexibility for reports
• Report Grid – new component that offers users to export data in pdf format
• Plan Definition –  Click on any plan definition field/plan to navigate to corresponding page
• Add Plan Calendars – Easily add plan calendars through short cut in Plan definition screen

 

This release includes improvements on existing functionality in the UI along with new functionality to make summations in grid and ability to filter in pivot. The improvements made  are easier handling of categories, quicker search options in pivot, changes to data tooltip along with the option to change unit of measure in grids. This update also includes general improvements for usability and stability of the system

The changes made are described below in detail

 Additions/improvements to Pivot filter/search

In the latest release, significant changes have been made to pivot/cpivot to make applying filters easier for users.

Filter functionality in pivot

The filter functionality which was previously available only in grids and tgrids is now also available in pivots.

• Filters can be saved to user settings.
• This filter queries from the database directly as represented by the DB icon next to the filter button

Search/Pick List

The search or pick list also filters data but is done directly on the client side(UI)

• Search allows to quickly navigate/type and make a single selection
• Click on the header and clear selection to remove applied filters

• Picklist allows  multiple selections

• The search icon indicates that the filter has been applied

 Unit of Measure selection for Grids

In the latest release, a new feature has been added to allow the user to choose the unit of measure in which to view the data in.

• User can either select the default units or select amount to view the data from a cost perspective in the below example.

 Ability to total Grid report columns

A new function has been added to grid that allows users to make data summarisations of selected rows and view the totals in the grid

• To view the totals, click on the calculator icon to activate the grid totals

• Select desired rows
• View the results at the bottom/top of the grid
• Click on the X icon to close the calculator mode

• In Settings -> Options the user can choose whether the totals will appear at the top or bottom of the grid

• For each column, based on the field type, the available summation options are
  • For text fields, count & distinct count
  • Date fields: Count, max & min
  • number fields: Sum, average, max, min & count

 Changes to Category Management

The category function available in Grids & TGrids has been improved in the latest release to improve usability. Categories are useful for quickly changing the layout based on pre-defined field layouts.

The following changes have been made to categories

• Display the category selected by user.
• Ability to modify category from the display directly.
• Once the category has been modified, a new category called “modified” is displayed to show the user is no longer displaying the default categories.
• The “Default” refers to the default setting that is received from the meta data and not to the users default setting.
• To go back to the default settings of the user do Restore Settings under Settings menu
• Categories can also be changed by clicking on the row header.

Borders to identify field type in Inline Edit mode

In Inline edit mode, cells have  border in a unique color to identify the field characteristics

Formatting Guide

• Blue Border: Required field
• Bold Text: Key field
• Green Border: Editable Field
• Red Border: Read only field

 Data tooltip to include header information

This improvement has been made to facilitate easy access of header information when the header is no longer visible

 New format of type TIME in UI display

For fields like Resource Loads which are usually time measured, were displayed as a decimal. This new release enhancement allows to also view these values in a time format as shown below.

Both short and long form time displays are supported in Day, Hour or Minute

This release includes a new functionality along with improvements made to key components. These changes include a new feature to plot graphs in pivot/tgrid/vgrid and key improvements have also been made to show details in pivot and cpivot components. This release also gives users better control of files in the FTP Folder.

In the latest InSync Cloud release the following changes have been made.

 Plot Graph added to components

This is a new functionality that has been added to the following components – pivot, cpviot, tgrid & vertical grids. Plot graph allows users to view the selected data in the form of a graph

• For pivot and cpivot, the graph is plotted using chart options that already exist for the workbench(Both pivot and cpivot have graph view mode that shares chart options with plot graph).
• For a Tgrid, plot graph will open the chart options window(only the first time) so the user can select his options.
• For vertical grid, the plot graph is done for the entire data present in the vertical grid.
• Chart options can be saved to settings.

Plot Graph can be viewed either in a new page or as a pop up

 Show Detail for Pivot/cPivot improved

Improvements have been made to the show detail option available in pivot/cpivot to make it more effecient and for easy navigation.

Show Detail now opens either in a new page or as a pop up based on the selected cell data

 New Job Task for control of Cloud Data

In the latest release a new Job Task of type FTPAction has been added which allows users to copy, movie, rename, zip and delete ftp files through job tasks.

When a user selects “FTPAction” as a task type, the user can choose a type of action as a parameter from the following.
1. Move – Move file from one folder to another within FTP directory
2. Copy – Make a copy of the file
3. Rename – Rename existing file
4. Delete – Delete file
5. Zip – Zip files

Parameters

The user needs to specify the following parameters based on the action type.

 

 

This release includes significant improvements to screen navigation  charting and job scheduling components.    These changes would address stability, performance and usability of the product.  Some key key improvements include  Task execution time history  report,  Navigation backward, aggregation in chart and support of multiple axis in charts.

In the latest InSync Cloud release the following changes have been made.

  Navigation capabilities added to more components

The following components support drill down navigation.

1. Pivot, cPivot & Gantt Charts
2. ML View
3. Network visualization

Pivot/cPivot

In  pivot on right click there is go to  option on the Data Area.    This option available for go-to depends on the columns and rows combinations selected

MLVIEW

In  MLVIEW on right click there is go to  option on the Data Area.    This option available for go-to depends on the Data Fields

Network visualization

Added functional to navigate to and from visualization.   Ability to navigate from screens which contains definition of Node (Item/Location/Organization).     Also Added ability to navigate from Node and Capacity.

 Go To workflow Redesign

GoTO functioanlity has been significantly modified to to stream workflow and enhance user experience.    In the current change  when user selects to Module in GoTO right click menu the the screen is redirected to single module    Users can further navigate to drill downs.

Also Popup capability is added to GOTO navigation.      This functionality  would give to user the ability to quickly accessing reports without navigating from the screen.

Back Button

When user navigates to multiple levels for drill downs, then users have ability to backtrack to previous screens using the back options.

• In Step 3 if we click on the X it will take us back to the Inventory Report workbench in Step 1 directly.
• In Pop up screen the regular drilldowns are disabled. Only the Go to function is available.

Close in Go to

• Click on the ‘X’ to close the single mode and return to the original workbench.
• In pop up mode, this closes the popup.
• In the new page mode, the close button will return the page to the original workbench.

Chart Redesign(backend)

• Charts have been redesigned to improve their performance and make them more stable.
• UI look and feel will be similar as before as the changes are in the backend

New/Improved functions in Charts

• In charts, multiple X-Axis are now supported.
• User can switch between available x-axis to change the chart view

• Group By functionality has been improved for easier selection and visibility

 Task Execution Time

• There is a new feature to view the task execution time for each task under Schedule history.
• Under Schedule -> History for any given task click on the three dots to select the Task Execution Time to view the execution time for the selected task

• From the task execution screen the following options are available
  • 1 – Change the number of past schedules to view.
  • 2 – Switch to a different job.
  • 3- View the change % for each map within a task. The change % is only shown if the change is greater than 20%(increase or decrease).
  • 4- View the average, maximum and minimum values over the period.