September 2024
Enhancement for App-specific Functions
This update focuses on enhancing app-level control, for data and operational management.
Monitoring and Notifications: App Owners can monitor all objects within the app and receive email notifications whenever assignment changes occur.
Secured App Feature: Access to specific groups is restricted, and only App Owners can modify these authorizations. To enable a Secured App, users must select the Secured App option in the settings, which limits access to certain areas and content.
Recalculating Metrics: App Owners can recalculate metrics to identify discrepancies between calculated and actual data.
Default App Ownership: When a new app is created, the user is automatically assigned as the App Owner. Both App Owners and Workspace Owners can edit these assignments, and all App Owners are notified of changes.
The Roles property in Master data is renamed to Teams for clarity.
Learn more about Apps in the Modelling section.
New metric Data type
To expand functionality, three new metric data types are introduced:
List
This metric allows users to create custom list items within a metric. It functions as an input type metric where the value is selected from a dropdown list of the created items. This is similar to using Fields as input metric, but the allowed values in the List metric does not require ID.
Document
This metric type supports file uploads, enabling users to upload multiple files as input data, that can be downloaded later. Uploaded files are automatically and do not require manual saving from the sheet.
Data Status
This metric assigns a status to each cell. For example, if Data Status is applied in a sheet with Version, Time, and Entity, each Leaf member will show status information. Each data status can be governed by Data Locking rules, this helps indicate which data is locked and who can modify it.
Learn more about Metrics in the Sheets section.
Data Status and Locking
Data Locking features enable control over data modifications by specific groups. It relies on two key concepts:
Data Status: Displays the status of particular data combinations
Data Locking Rules: Define how data can be modified based on its status.
These rules can apply either to an entire Functional Area, affecting all metrics under that area, or to individual metrics.
Data Protection Rules can be created for each status and managed by specific Teams, to ensure secure and controlled data changes. Data status value can be an input metric and saved as a selection from allowed values dropdown or it can be updated as Formula metric.
Learn more about Metrics in the Sheets section.
Show metric properties in Sheets and Snippets
Sheets now allows users to display all metric properties like regular field properties in Sheets or Snippets.
The available properties include:
Metric Name: Automatically added and cannot be removed.
Data Type: Displays the type of metric data (e.g., Numeric, Percentage, Currency, Text, etc.).
Metric Type: Indicates whether the metric is Input, Formula, Linked, Parent, or Summary.
Formula: Displays the full text of the formula.
Linked Fields: Displays linked fields ID, Description, or both (ID - Description).
Option to complete Task and Check Validation automatically when Activity Status is changed
When a user updates the activity status either from the web or the JustPerform add-in, the system will automatically mark all existing tasks in the flow as complete. As a result, if any task is configured with a validation check, the system performs the check and prevent the submission of the instance if any validation fails. This ensures that all necessary validations are met before the task flow is submitted.
Learn more about My Activities in the Process section.