Release Notes v5.0

1.Kanban Views are here

Kanban View is a process-focused tool designed to help users visualize, manage, and refine their workflows efficiently. This view organizes work into columns, with each column representing a distinct stage in the process. As tasks, data points, or project deliverables move through the phases, they are represented by cards that progress across the board, showing a clear journey from start to finish. Users have the flexibility to move cards to any phase they need, providing the freedom to adjust workflows based on priorities, dependencies, or changes in the process, offering a more dynamic and adaptable approach. Learn more about Kanban View….

In any process-oriented approach, Kanban serves as a visual roadmap:

Defining Stages – Each column represents a specific step in the process, whether it’s “To Do,” “In Progress,” or custom stages unique to the workflow. This allows for flexibility to match the board to your process requirements.

Organizing Data Cards – Each card in Kanban represents a task, data captured, or deliverable and can be moved through different phases as the process progresses. These cards contain essential details, track statuses, and display any relevant information needed for each stage. Additionally, actions can be performed directly from the cards, allowing for seamless interaction with the other artifacts.

Tracking Progress and Bottlenecks – The Kanban board gives a real-time view of the workflow’s health, making it easy to identify any holdups and adjust resources or priorities as needed. This helps prevent bottlenecks, balancing workload across stages and improving flow efficiency.

Continuous Improvement – The visual nature of Kanban supports ongoing process refinement. By examining where cards tend to slow down or move quickly between the phases, teams can make informed decisions to enhance the flow and overall efficiency of their workflow.

2.App: Grid Experience 2.0

Get ready for an enhanced Grid experience in your applications! We’ve made it more adaptable, intuitive, and tailored to your needs, with exciting updates that will benefit both end-users and citizen developers. Here’s a glimpse of what’s in store!

2.1.For End-Users

End-users! Here are the enhancements designed to offer you a refreshed and more seamless experience when working with grids in the application.

Versatile Data Entry: You now have new ways for adding or editing records in a Grid: open a record in a Pop-up for focused data entry or use a Side Panel for a spacious layout or continue using the existing classic in-line (with in the grid row) data entry method.

Clear Records with ease: Deleting multiple records is now easy. Instead of removing each record individually, you can now select and delete multiple entries at once.

Card Layouts in Mobile App: The Game-Changer! On mobile devices, the records in the app-grids can now be shown as individual cards with customizable layouts, offering a more compact and seamless navigation experience. Prefer the classic row view? It's still an option.

Sleek Design! You will now experience visually stunning grids with personalized BG colors for headers and rows; Customized Font styles, sizes, colors and alignment; also color-coded row borders for a clean, organized and stylish look.

All thanks to Citizen developers! the masterminds behind these configurations—whatever they set up becomes available for you to use.

End-user (Web Experience)

End-user (Mobile Experience)

2.2.Empowering Citizen Developers

Citizen developers! You are the architects of exceptional applications, and now, we have made the experience of configuring a grid in your app easier and smoother than ever.

Systematically organized properties: All grid properties that we have before are now thoughtfully grouped into their relevant categories:

1. Field Configurations for managing field names and data elements in the grid element.

2. Grid Options for enabling features like multi-select delete and record management.

3. Advanced Grid Options for specialized settings such as aggregates and stacked headers.

4. Mobile Settings to define how the Grid behaves on mobile devices.

5. UI Settings to personalize the look and feel of the Grid.

These enhancements infuse the grid with a dynamic personality and versatility, elevating the user experience to new heights. At the same time, configuring a grid has never been easier, because of its well-organized properties, making customization a breeze.

3.List View 2.0: Centralized Control, Add-ons, and Improved UX

Embrace a whole new level of efficiency! We've revamped List views to be more intuitive and user-friendly, by enhancing existing features and adding new ones, all while maintaining the core functionality. Now, configuring or creating a List view is streamlined with everything centralized onto a single page—no more toggling between multiple screens. Unlike before, the data from the data source is now visible on the configuration page.

A new Toolbar at the top organizes options: Filters, Grouping, Sorting, and Stack Headers are on the left, while Field Properties, Colors, Freeze Columns, Row Height,+6 and Additional Settings are on the right. These changes provide a true WYSIWYG experience, allowing you to see the impact of Colors, UI settings, Aggregates, and more in real time as you set up your List view.

Also, the toolbar now includes Smart Columns (formerly known as Static Columns), Rules, and Actions (Data Actions) which originate from Add-ons.

Add-ons have become Views friendly!

Previously, Data Actions were only available in the List View. Now, they have been separated from List Views and moved to Addons. This allows Data Actions, along with Smart Columns and Business Rules, to be created in Addons and used across all views, including List Views, Kanban Views, and upcoming views like Map and Calendar.

This seamless plugin means you can easily view all static columns, rules, and actions available in add-ons in List view tool bar alongside filters, sort, group, and stack header options.

NOTE

1. Add-ons can be created either with just data actions or combination of Smart Columns, Business Rules, and Data Actions.

2. With Data Actions now included in Addons, the Addons can still be used in Reports and Data Source-References. However, only Smart Columns and Business Rules will be applicable in these cases, not Data Actions.

What happens to existing Data Actions in List Views?

Don’t worry, we’ve got you covered! All existing Data Actions in the current List Views will be automatically converted into Addons and seamlessly linked to their respective List Views without disrupting any functionality.

End-users! Get ready to experience some subtle yet impactful UI and UX upgrades in List View. The View Customization options—like Filters, Grouping, Sorting, AI features, Export, Row Height Adjustment, and Refresh—are now neatly arranged in a new toolbar at the top, complete with refreshed icons for easy access. Enjoy a smoother and more organized experience!

4.Save Time with Global Styles in App Themes: Personalize Once and Apply Across Your Entire Form

Citizen Developers! You can now leverage the power of CSS (Themes) in application to define reusable classes of themes for personalizing your forms.

In the past, when personalizing a form by setting themes for various sections and elements in the app, you might often encounter situations where certain sections or elements needed to share the same theme. However, you had to configure these themes individually for each one, resulting in a repetitive and time-consuming task. Now, we've made it easier! You can now define CSS classes once and apply it to the related sections or elements, streamlining the process and saving you time.

Just choose the defined CSS class from the respective element or section properties, and your themes will be instantly applied to the section or element.

NOTE

The defined CSS classes are referred to as Global Styles. When global style (CSS) is enabled, manual theme configuration options such as font properties and colors will be hidden, preventing any conflicts and ensuring a consistent look across the app.

5.Establish SMS Gateway using APIs

Organization Admins can now configure an SMS Gateway by using a custom API URL that supports both GET and POST methods. This added flexibility allows organizations to integrate various API URLs provided by their SMS service provider. By accommodating both request types, admins can ensure smooth and reliable integration, enabling the organization to send SMS messages without any compatibility issues.

Custom-GET Method:

Custom- POST Method:

6.Manage Notifications at a Granular Level: App and Workflow Step Controls

Previously, managing notifications on the platform was straightforward, allowing you to control their delivery at the organization or user level. While this worked well for many scenarios, we wanted to provide even greater flexibility to refine your notification preferences.

With the latest update, you now have the ability to manage notifications more precisely. We’ve introduced the Enable Notification option in App Settings as well as in Workflow Step Action Properties. This lets you determine which notifications to permit or limit, not just across the entire platform but for specific apps and even at individual workflow steps.

This improvement gives citizen developers the ability to send only the notifications that truly matter, ensuring a smoother and more focused experience while automating their processes.

Application Level Settings:

Workflow-Step Level Settings:

7.Usability Enhancements

7.1. Apps and Data tables now include a new text category, "Multiple Email IDs," which allows users to add multiple email IDs in a single text field using Spaces or Semi colon (e.g., email1@example.com;email2@example.com).

7.2. Users can now set icons for their Dashboards, making it easier to identify the dashboards visually.

Before:

After:

7.3. App Custom Integrations now support the GET method in addition to the POST method.

7.4. Citizen Developers can now manage artifacts in your custom menu across all Sandbox stages, giving you the flexibility to show or hide them as needed. This gives relevant user experience by displaying only the necessary artifacts at each stage.

For Better Understanding

Let’s assume there are 10 applications in a Custom Menu available across all stages, but not all need to appear in every stage.

For example, if 5 applications are fully built and only required for testing in QA, they don’t need to be visible in Dev, UAT, or Live. Previously, achieving this required CDs to reconfigure the Custom Menu with just those 5 applications and redeploy it to QA, which was time-consuming. Now, you can simply hide these 5 applications in Dev, UAT, and Live, making management much easier.

7.5. Before, we could only retrieve individual field data from third-party systems using App Custom Integrations. Now, we can directly pull data into a grid by matching fields in the app grid with those in the third-party grid.

Before, app custom integration could only handle response data of individual fields, where as now, in addition to the individual fields, it can now handle the response data of grid/table.

7.6. App reports now feature Card layout to display next-step actor details for Parallel and Conditional Workflows.

7.7. Previously, the User Menu allowed users to access applications solely for performing transactions. From now on, users will be able to access draft apps, tasks they initiated within an app, tasks they participated in, or view an application in a View-only mode—all directly from the User Menu. These enhancements, eliminate the need for users to search and navigate across the platform, providing convenient access to these app extended functionalities.

CDs can configure and provide user access to these extended functionalities of an application within the User Menu.