Release Notes v4.4, Dated: 31-Aug-2024

1.Presenting all new ER Diagram View for Tables 

Previously, CDs could view all the data tables created in the platform as a list. In the List View, they can now see the data tables in an ER(Entity-Relationship) diagram format. This view provides a list of tables, showing columns, primary keys, and foreign key relationships within a workspace. This makes it easier for admins to understand the structure and relationships of the data tables without having to navigate each table individually.

Data admins, Org. admins, and Workspace admins can still perform all their respective general actions, such as viewing and managing data or editing tables on ER Diagram view for a specific table using the burger menu option.

NOTE

The ER view format for data tables is applicable upon selecting a specific workspace, but not across all workspaces simultaneously, as the ER view does not function in cross-functional workspaces.

2.Ask Caddie to Sort or Group data in Tasks, Grid Report, Views 

Previously, Caddie was only capable of filtering data in Tasks, Grid Reports, and Views. Now, you can ask Caddie not only to filter but also to sort and group. You can simply tell Caddie how you want your data to be organized, and it will manage the sorting and grouping for you.  

For instance, you may request Caddie to "sort tasks by due date" or "group reports by department," and Caddie will instantly apply these changes.

3.Ask Caddie to recommend Icons for Application 

When naming your application, you can select icons from the Icons library. The platform will now suggest relevant icons based on the app name. If you can't find a suitable icon from the library or suggestions, you can rely on Caddie to recommend icons. Based on the app name, Caddie will generate relevant icons for you to choose from.

4.Solution View 2.0: Track and Drive your project at one place  

Enhance your productivity with the upgraded Solution View! Previously, it primarily displayed connections between different artifacts, offering limited control to admins. Now, you can do much more than just view artifact relations. 

With the Enhanced Solution View, your process automation becomes crystal clear, allowing you to visualize up to 20 levels of artifact connections within the solution view itself. As you bring your ideas to life, you can use filters to eliminate clutter and focus on what matters most. Predefined filters like Apps, Data Tables, Data Sources, Data Reports, and Views are set to provide optimal visibility, but you can add more filters such as App Reports, Triggers, External Connections, Lookups, Payment Gateways, and more for a more detailed focus. 

Effortlessly navigate through your entire solution, zooming in up to 200% or zooming out for readability as needed. If you feel the default real estate of the solution view seems limited, expand it to full screen to maximize visibility and capture more artifact relationships. To return to your starting point, simply reset the view to its default state. This update offers a more flexible and efficient way to visualize and navigate your project artifacts.

5.Introducing Configurable Events in Business Rules and Validations 

To give CDs more control over business rules and validation trigger scenarios in apps, we have introduced definable events while configuring Rules & Validations. CDs can now specify how and when a business rule or validation’s condition should trigger during transactions, which can optimize app performance. This feature ensures that rules are applied precisely as needed, depending on the context of the scenario or event. Here's how each event works: 

On Page Load:

Function: This event triggers the conditions as soon as the application page finishes loading. 

On Field Interaction:

Function: This event triggers the conditions based on user interaction with form fields. 

Sub-Events: 

1. On Focus: This event triggers the conditions as soon as the user clicks on the field, bringing it into focus. 

2. Lost Focus: This event triggers the conditions as soon as the user moves away from a field after interacting with it, losing its focus. 

3. On Value Change/Key Stroke: This event triggers the conditions as soon as the user enters any value in the field or changes any existing. The platform will consider each keystroke in the field as a value change and check the condition for every keystroke. 

On Button Element Click:

Function: This event triggers the conditions when a specific Button element within the application is clicked. 

Note: This event requires the presence of a Button Element in the application. 

On Page Submission:

Function: This event triggers the conditions when the application is submitted, i.e., clicking a step-action button.

USE CASE: Automatic Discount and Quantity Validation in a Purchase Order Application

Objective: The application should enforce that no product can have a Quantity of less than 2. Additionally, if the Unit Price is 1000 or more, a 10% discount must be automatically applied to the Total Price, and the Final Price should be displayed.

Scenario:

Quantity Validation:

Event: On Lost Focus (When Quantity field loses its focus in the application)

Condition: Quantity < 2

Action: Show validation message "Quantity must be more than 2".

Unit Price:

Event: On Lost Focus

Condition: Unit price ≥ 1000

Action: Show "Discount Percentage" and "Discounted Price" fields.

Purpose: To Automatically apply discount on the total price and show the final price

6.Efficient App-Comments Management: Control Who Can Participate 

We've enhanced our comments feature for better collaboration within our applications. Users can post comments to share their thoughts or tag others involved in the application process. Previously, the comments feature could be managed at the organizational level or app level, meaning you could enable or disable it for all apps, or a specific app as needed. 

Now, we've extended this functionality to the workflow step level within an app. This means you can restrict comments for a particular workflow step, preventing external or unwanted participants from collaborating. You can choose to disable comments entirely for that step, so people assigned to it can't post comments, or you can allow them to read comments without posting. This gives you more control over collaboration and confidentiality at every step of the workflow.

7.Protect Reports with Passwords which Sent via Report Schedulers 

To handle sensitive or confidential information, such as financial records or personal data and so on in Grid and Pivot reports while sending through Report Schedulers, we have come up with a more secure solution of protecting the reports with a password. While configuring schedulers, admins now have the option to enable password protection.  

Access to these reports will only be granted upon entering the designated password. Instructions for obtaining the password will be provided in the same email to which the report is sent.

NOTE

The password will be a combination of the first four characters of theuser's first name and their birth year. If the first name is shorter than fourcharacters, such as "Joe," the additional character(s) will be takenfrom the user's last name to complete the four-character requirement. Forexample, if the user’s name is "Joe Smith" and their birth year is1990, the password would be "JoeS1990."

8.Configure multiple 'From Email' addresses  

Admins can now enhance email management by adding multiple "From Email" addresses with same or different SMTP setup. In the past, the SMTP setup was limited to just one "From Email" address, but now you can configure several distinct “From Email” addresses. This added flexibility allows for different functions or purposes to have their own specific "From Email" addresses under the same setup.

You can set one of these "From Email" addresses as the default, making it the primary choice for sending emails via app notifications. However, admins have the option to override this default and choose a different "From Email" address when necessary. This improvement enables more organized and adaptable email management, ensuring that emails are sent from the most suitable address.

EXAMPLE

Imagine a company that uses Quixy for managing different aspects of its operations, such as customer support, billing, and marketing. Previously, the company had to use the same "From Email" address for all emails sent through the Quixy app, regardless of the department or purpose. This could lead to confusion, as customers receiving emails wouldn’t always know which team or function the email was coming from.

With the new enhancement, the company can now configure multiple "From Email" addresses with same or different SMTP setup.

For example:

Support Team: support@company.com

Billing Department: billing@company.com

Marketing Team: marketing@company.com

The admin can set support@company.com as the default "From Email" address, ensuring that most emails, especially generic notifications, are sent from this address. However, when the billing department needs to send an invoice, the admin can override the default and select billing@company.com as the "From Email" address. Similarly, marketing emails can be sent from marketing@company.com.

This setup ensures that emails are clearly identified by their purpose or function, improving communication clarity and efficiency for both the company and its recipients.

9.Manage Logged-in Sessions in Profile Settings 

Users often have difficulty keeping track of their logged-in sessions on different devices. To address this issue, we now record logged-in sessions. Users can easily monitor and manage their active sessions from their profile settings, allowing them to quickly identify and block access from unfamiliar or unwanted devices. This enhances account security and reduces the risk of unauthorized access.

10.End-Users can now personalize their Task Toast Notification preferences

Prior to this release, task toast notifications could only be turned on or off by Org Admins, requiring all users to follow their choice. 

When enabled, users receive task notifications as cards in the top-right corner of their screens for every new task. 

To make this feature more user-friendly, end-users can now choose whether they want to receive these Task Toast Notifications, giving them more control over their notification preferences.

11.Select your document for Digital Signature from a bunch 

This improvement allows users to select the right document for digital signing from a collection of documents they receive as a part of a workflow. Previously, the platform allowed users to sign whichever document appeared first among those sent for digital signature, even if it wasn't the appropriate one for the user to sign. This update adds precision to the document signing process.

12.AD/LDAP Self-Setup and Multi-SSO Tailored to Your Organization

We’ve added AD and LDAP as new SSO options alongside the existing ones. Previously, if an organization wanted to use AD or LDAP for login authentication, we had to configure it from the backend. Now, organizations can set up AD or LDAP themselves without relying on our support to establish AD or LDAP.  

Additionally, organizations can now set up multiple Login Authentications (SSO). For instance, in today’s business world, companies often have many departments or subsidiary companies, each with their own security needs. To handle this, businesses need flexible Single Sign-On (SSO) setups that work with different ways to log in.

For instance, a parent company might use Azure for logging in, while its subsidiary companies use Okta or Google. By setting up multiple login authentication options, each part of the company can use the login method it prefers, keeping everything secure and working well together.

Assigning these logins to users based on where they belong helps make sure they use the right login method. This approach makes logging in easier and improves security for the whole organization, meeting the different needs of each department or subsidiary company.

13.Date Range Picker Now Supports Quixy’s Personalized Calendars and System’s Universal Calendars

Previously, when using the Date Range Picker in Quixy, you had to rely on data sources, which meant storing all relevant date information in a separate place and then connecting it to the picker. Now, we've made this much simpler with our new addition to the Date Range Picker in applications.

What's New?

1. Personalized and Universal Calendars: The Date Range Picker can now use Quixy's Personalized Calendars or Universal Calendars (System Calendars) without needing to rely on data sources. This makes setting up and using the Date Range picker more straightforward and integrated.

2. Customization Options: Admins can personalize the Date Range Picker in several ways when choosing Quixy's Personalized Calendars or Universal Calendars (System Calendars):

   • Show or Hide Weekends and Holidays: You can choose whether to display weekends and holidays in the picker.

   • Restrict Date Selection: You can limit date selection to prevent picking dates too far in the past or future from a specific starting date.

   • Display Options: Decide whether to show selected dates as a range or as individual dates in application.

These improvements make the Date Range Picker more flexible and easier to use, offering a more tailored experience to meet your needs. With these options, you can better manage how dates are displayed and selected in your application.

14.Flexible Pricing: Pay Only for the Extended Features You Need

Earlier, organizations paid 50 Qcoins for an application, which included extended functionalities like shortcuts, pages, triggers, webhooks, and views by default. This often led to additional costs for features that organizations might not use or need.  

Now, as a business owner or citizen developer, you have the flexibility to choose only the extended functionalities you need for your applications. The pricing adjusts accordingly, so you only pay for what you actually use, avoiding unnecessary costs.

NOTE

This option is available only for organizations that have chosen the solution pricing model.

15.Usability Enhancements

1. The File Upload field in applications now supports custom document files with extensions .dwg , .dwf, .dwt, .sldprt, .slddrw, .sldasm, in addition to the existing file extensions.

2. Users can now download up to 100,000 records from grid reports and list screens in Excel format, an increase from the previous limit of 5,000 records. For exports of fewer than 5,000 records, the file will be generated and downloaded immediately upon clicking the Excel export button. For exports exceeding 5,000 records, the process runs in the background, allowing users to continue working without interruption. Once the export is complete, users will receive a notification in the global notification section and can access and download any previous exports directly from there, without needing to re-export.

3. Now, when the process initiator uploads multiple files in an application, the next person in the workflow can either download individual files as before or use the new "Download All Files" to download everything at once in a single zip file.

4. The Artifacts summary page now allows users to filter artifacts based on Workspace, Change Type (Created, Updated, Deleted), and Created Date.

5. Now, alongside grid and pivot reports, admins can include custom (XML & XSLT) reports in the app notifications.

6. The split functionality now extends to multiselect dropdowns, in addition to date range and slot book fields. This means that each value selected in multiselect dropdowns will be saved as a separate record in the data table. However, this will only occur if the split option is specifically selected or marked while creating data table add function.

7. Previously, files uploaded through the file upload would open in a pop-up when clicked. Now, citizen developers have more control over this configuration. They can configure whether uploaded files should open in a pop-up within the same tab or in a new tab.