Updates on Ver.7.3.0

Current Version: 7.3.0

Form Management

Optimizing Formula Editing

In Ver.7.3.0, there are three new setting items available on the formula editing page, including Change Variable, Note, and Debug. Besides, you can directly input field names when editing formulas, and the system will automatically match form fields for you to select. For details, see Formula Rules.

1. Change Variable

For fields of the current form that have been added to the formula, Change Variable allows you to replace a field with another one. Therefore, it is easier and more efficient for you to batch-edit the formula.

For example, when calculating commission, you can quickly replace all the Total Sales Amount fields with the Total Payment Amount fields.

Note:

Change Variable is only available on the formula editing page when you edit formulas for form fields.

2. Note

Note allows you to add information related to the formula, such as its purpose, usage, and so on. This can make the formula easier to understand, which facilitates managing and maintaining the formula in the future.

For example, when using auxiliary fields in the formula, you can record its usage or meaning in Note.

Note:

Note is available in scenarios including editing formulas for form fields in Field Properties, validating form submission in Form Properties, validating node submission in Node Properties, adding calculated fields in dashboards, validating source form submission in aggregate tables, and adding calculated fields in Data Factory.

3. Debug

Debug allows you to preview how the formula works and therefore verify whether it returns the desired data. This helps you to quickly adjust the formula.

Note:

Debug is only available on the formula editing page when you edit formulas for form fields.

4. Support automatically matching form fields when inputting field names.

When editing a formula, you can directly enter the name of a field from the current form, and the system will automatically match the corresponding field for you to choose from. This helps you to edit formulas more efficiently.

Note:

This feature is available in scenarios including editing formulas for form fields in Field Properties, validating form submission in Form Properties, validating node submission in Node Properties, and batch editing data in Manage Data.

Supporting Setting Workflow Status as a Display Field or Filter Condition in Multiple Features

In Ver.7.3.0, the following features support adding workflow status as a display field or filter condition. This helps you better check and analyze data that has been approved.

For example, in the procurement scenario, if you want to retrieve the approved records from the purchase request form, you can include Workflow Status in the filter condition when setting the RelatedData field. Then you will obtain all the records for which the workflows have been completed.

Note:

If you add records to a workflow form directly in Manage Data, the workflow status of these records is empty. Therefore, they cannot be retrieved when you set the filter condition as Workflow Status equals Completed.

Data Analysis

Optimizing the Aggregation Method for Proportional Measure(s) in Pivot Table(s)

When designing a pivot table, you can add one single field in Dim.(Col) and set a field in Measure to Percentage in Advanced Computing. Then the percentage of each item in this measure is now calculated as the sum of data within this measure item divided by the sum of all the data, multiplied by 100%.

For example, in the case of product quality inspection, you can aggregate the proportion of samples for each quality level. The aggregation method is equal to the sample volume of each level divided by the total sample volume.

Supporting Subtotal in Pivot Table(s)

By enabling Subtotal in the pivot table, you can aggregate values of Measure based on the fields added to Dim.(Row). For details about aggregation methods available in Subtotal, see Pivot Table.

For example, in the sales scenario, subtotals can be used to aggregate sales revenue by region and store.

Common Feature(s)

Supporting Setting Filter Condition as Date&Time Is Within Last 7 Days or Last 30 Days

In Ver.7.3.0, for the following features, when you filter data based on the Date&Time field and set the filter relationship as is within, you will see two new filter values, Last 7 Days and Last 30 Days. This helps you filter data based on a more flexible time condition.

For example, in the procurement scenario, you can view the purchase records of the last 30 days based on the order signing date. This helps you check the progress of recent purchases.

Supporting Synchronizing Display Fields Settings When Exporting Data Through View(s)

If you have set display fields and their order in a view, the settings will remain the same when you export form data through the view. This means only the display fields will be selected by default and their order is consistent with the display order in the view.

Organizational Management

Supporting Adding One Member to Multiple Admin Groups

In Ver.7.3.0, one member can be added to multiple admin groups, allowing you to adjust management permissions flexibly. This feature can be applied in scenarios such as job handover, personnel adjustments, business changes, and so on. For details, see Admins.

Supporting Granting Management Permissions to Super Admin(s)

In Ver.7.3.0, super admins can now access the Management page, so they can view and manage plan details, business information, and so on. This helps the owner to delegate permissions, thus promoting enterprise collaboration and management.

Open Platform

Supporting New Workflow APIs

In Ver.7.3.0, there are three new workflow APIs available.

Note:

These new workflow APIs are only available in the new-version workflows.

Supporting Sorting Departments When Calling Department API(s)

The following department APIs have been updated to V2, which support sorting the retrieved departments. For details, see Department APIs.

Optimizing Code Editing When Designing Plugin(s)

Switch to Code View when editing common parameters, request parameters and return parameters, the editor will display error messages directly on the current line if there are any issues with the configuration. This feature will help developers to test their code easily. For details, see Plugin Design.

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