Summer is coming to an end, it's time to change your wardrobe to autumn! The trends for the upcoming season are clear: an even more intuitive interface will be a hit! The additions will include: simplified views, identification without an e-mail address, and integration with the Revolut card. Let's take a look at what's new in our Qalcwise cabinet with the implementation of version 1.4 of the platform.

With the upgrade of the Qalcwise platform to version 1.4, all Qalcwise subscribers received access to improvements and functionalities that make using the application even easier.

Here are the changes included in the latest update:

1) CHANGE OF THE VIEW OF THE MAIN BOARD FOR EMPLOYEES

Your home screen with applications on the Qalcwise platform may look different! Take advantage of our new 'Table' view functionality and view applications in any layout you like. To enable it, select –‘Table’/’GridView’ on the main table next to the View icon.

Each employee can use the new functionalities of the new view, such as:

• Columns; select only the columns whose data we are interested in (NOTE: If you are missing data, please report it to our consultant)
• Filters; By using appropriate filters for applications from a given process, we can display only those that meet the selected criteria
• Sorting; we can filter applications, e.g. by the date of last acceptance
• Row height; we can individually set the height of the displayed rows with conclusions

2) EMAIL DOES NOT HAVE TO BE THE EMPLOYEE'S PRIMARY IDENTIFIER

So far, the main identifier for a given worker's This was an email address. This posed a problem when an employee's email address changed, for example, when the employee changed their name. To solve this problem, a new IDENTIFIER field was added, which will serve as the employee's primary identifier. In this case, users log in using their ID, not their email address. For existing customers, the values ​​from the EMAIL column were copied to the IDENTIFIER column.

CURRENTUSEREMAIL NO LONGER NEEDS TO RETURN UNIQUE VALUES! Therefore, designers should search for users using the formula =CURRENTUSERID() not CURRENTUSEREMAIL() ! The CREATEDBY() formula also returns the user ID, not the email. E-mails can be sent for the ID field, it does not necessarily have to be the employee's e-mail.

3) COLLECTIVE ACCEPTANCE OF APPLICATIONS

The new view of the main user board 'Table' (point 1) allows you to speed up the acceptance process thanks to the use of the new collective acceptance functionality. All we need to do is select the applications in which we are editors and which are in the same state - then the buttons leaving the given state will be highlighted above the table with applications. After clicking the appropriate button, the selected applications will be processed appropriately and their status will change.

4) SENDING ATTACHMENTS FROM THE APPLICATION BY E-MAIL

A new "Attachments" parameter has appeared in the "Send e-mail" action step. Enter the name of the section with attachments to which you added the files, and Qalcwise will add these attachments to the email you are sending. Importantly, thanks to the use of our new step "Create csv attachment from section", we can send data from the section we have completed (the use of this step is described in this file, point 12).

5) EMPLOYEES INDIVIDUALLY DECIDE WHICH EMAIL NOTIFICATIONS FROM THE PLATFORM THEY WANT

TO RECEIVE! In the latest version of the platform, each employee can decide in their profile settings (upper right corner) which notifications from the platform they want to receive and which they want to resign from. Just select the ones you are interested in and press the 'Save changes' button.

6) QALCWISE INTEGRATED WITH THE REVOULT CARD

Permanent integration with the Revolut card has been added to the Qalcwise platform. It is a free payment card that helps you avoid unfavorable currency conversions. It also allows you to conveniently pay abroad without additional fees and commissions. More information about the card: https://www.revolut.com/pl-PL/ Contact us if you are interested in this topic and we will provide you with more information about it.

7) ARE YOU TIRED OF REMEMBERING YOUR LOGIN AND PASSWORD FOR THE PLATFORM? USE SSO

Customers with an Enterprise plan have the option of integration via SSO. Employees logging in, e.g. to their company intranet, can be automatically logged in to the Qalcwise platform. Contact us if you are interested in this topic and we will provide you with more information.

8) MAKES IT EASIER TO VIEW ADDED ATTACHMENTS

Previously, it was possible to download an attachment only in the next state when the application with the added attachment was processed (changed its state) - now we can download it directly after adding it to the attachments section without having to change the state.

9) NEW OPTION IN USER PROFILE – REPLACEMENT FUNCTION FOR EVERYONE

After activating their profile settings (upper right corner), each employee will be able to set up a replacement for themselves during their absence. Until now, only people who were platform administrators could manage replacements. The only difference is that the employee will only be able to arrange a replacement for himself. Administrators will still be able to manage proxy settings for everyone.

10) CALENDAR IN POLISH

If you were bothered by the names of months and days in the date field in English, we have good news. From now on, the months are also in Polish!

11) EASY TO TRANSFER APPLICATIONS BETWEEN PLATFORMS

To facilitate the work of Designers, the functionality of transferring applications between platforms has been added. We can use new functions such as "Export apk definition" - which will cause the given application to be downloaded to our computer in the json format, and then we can use the "Import apk definition" functionality thanks to which we can import the previously exported file with the application to our target platform. This will make it easier to check whether a specific section or table exists in a given application.

12) RENAME THE BUTTON WITH FORMULA!

Buttons have become more flexible! From now on, we can freely change the name of the "Button" widget using the appropriate formula. It is not a rigid/fixed name as before.

13) NEW ACTION STEPS APPEAR

Export from section to .csv – this action allows you to create a csv file from a specific section.

• Section; enter the name of the section from which we will export data.
• Separator; we enter a separator that will separate the values ​​in the exported file.
• Export Headers; takes the parameter =true or =false depending on whether we want to export headers from the section.
• Export hidden columns; takes the parameter =true or =false depending on whether we want to export hidden columns or not.

Export from database / Import to database - these actions allow you to modify data in the table/list from the designer (not from the application) by importing a new file (Import file) or exporting data from an existing table (Export from database).

Combine tables – this action allows you to combine data from two tables into one. Each row from the first table is joined to each row from the second table and inserted into the output section. Only data from columns that have the same heading in the source section as in the output section will be transferred. The resulting table must have the "Modify Rows" option selected in its properties. Please remember that the columns in the result table to which we transfer the values ​​must be editable.

• Source section 1; we enter the name of the section of the first table from which we want to combine data
• Filter column 1; optional field, logical column address. Only rows with a value of true in this column will be transferred to the output table. If we do not provide this parameter, then all rows will be moved.
• Source section 2; enter the name of the section of the second table with which we want to combine the data
• Filter column 2; optional field, boolean column address. Only rows with a true value in this column will be transferred to the result table. If we do not provide this parameter, then all rows will be moved.
• Result section ; a section that will contain the resulting data from two tables.

Example:

Create csv attachment from section – this action allows you to create an attachment from a section and add it to the attachments section. This is a useful step if you want to send data from a spreadsheet or table in an email as an attachment.

• Data section ; here we provide the name of the section from which we want to create a csv file
• Attachments section; we provide the name of the attachments section in which we want to place our csv file
• File name; enter the name of the created csv file
• Headlines; you should enter ARRAY() with the values ​​that will take the headers
• Culture Code ; PL or EN values ​​must be provided. This affects the date format, the decimal separator in numbers, and the value separator in the csv file.

Perform action in other apps - This action allows you to trigger an action from one app in another.

To perform an action in another app's applications, you must be an editor in those applications.

• Apps section; we enter here the name of the table to which we have connected the application in which we want to perform a given action; thanks to this, the application knows for which applications from a given application it should trigger a specific change
• Filter ; here we enter the name of the column that filters the appropriate conclusions. The action will stay
• performed only for those applications that have the logical value =true in this column.
• Action name ; enter the name of the action that will be performed in the second application.

14) NEW FORMULA APPEARED

APPID – This formula returns a unique identifier of a given application. This can be useful when searching for data in reports.

REPLACE – Replaces all occurrences of the specified fragments in the corresponding text with new values.

• Text; enter the fragment in which we want to replace the values,
• Old value; value/array of fragments to be replaced,
• New value ; we enter the value. / an array of fragments that will be inserted in place of their corresponding old values.

A good use of this formula is, for example, to get rid of Polish characters from a given text Ł -> L

15) NEW FUNCTIONALITY – ALIGNMENT OF CONTENT IN THE CONTAINER

From now on, you can manage whether the content displayed in the container is aligned to the left, center, or right. Just select the appropriate option in the properties of a given section.

16) CHANGE DISPLAY IN DROP LIST AND AUTO COMPLETE.

After entering text into the field, values ​​from the list containing the fragment entered by the user are suggested - previously, values ​​starting with the entered fragment were returned. A new search is easier because we don't have to remember the exact search value.

17) MORE FLEXIBLE DOWNLOADING NBP RATES

The NBPExchangeRates action step can insert values ​​not only into a single cell as before, but also into a table column. By adding one action step, we can download rates for any number of currencies. This speeds up the work of the application designer because he does not have to add 4 action steps if he wants to download the exchange rate for four currencies - just one, connected to the table containing the currencies.

18) ADDING NEW PARAMETERS TO THE IMAGE WIDGET

New parameters have been added to the 'Image' widget:

• Hide on board – checking the checkbox means that images added to this section will not be visible on the main board
• Image limit – means the maximum number of images in a section. If you want to allow adding any number of images, leave this field blank.
• Scaling – determines how to scale added images to this section.
• Alignment – ​​means how to align the added images

19) FILL IN EDITABLE FIELDS FASTER!

Until now, by pressing 'TAB' we could move between editable fields only for a given section, and not for the view of the entire application. Now, by pressing the 'TAB' button on the keyboard, the system will automatically jump between all visible editable fields - this will increase the speed at which employees complete applications.

20) CHANGE THE OPERATION OF THE ACTION STEP - "DISISTRIBUTE APP"

The distribution action now distributes the application also if the user column is empty. So far, the application omitted empty users from the distribution table and did not create instances for them. If we do not specify an editor, it will be set according to the workflow steps of the distributed application.

21) FROM NOW WE CAN USE THE ISMOBILE() FORMULA ON WOKFLOW!

From now on, application designers can use the ismobile() formula both in the application form and in the workflow.

22) POSSIBILITY OF FORWARDING ATTACHMENTS VIA API!

From now on you can send attachments via API! Application example: a new invoice from a supplier enters our company system. It can automatically create a new task on the Qalcwise platform with a request to assign the appropriate acceptor.

Phew! That's all. How do you like the autumn set of new items in your wardrobe? I guess now you won't say you have nothing to wear! 😉