NEW

Improved user experience for creating and editing Table Layouts

Table Layouts are a flexible and configurable way to display the many types of data stored in your system. We’ve made several changes to make it easier to create and edit them.

When you’re creating a new Table Layout, it now opens on the Save Options tab. This allows you to input the title and choose the type of object (e.g. applications) first. This is more useful since you need these before you can save or start adding columns.

It can be easy to forget to define what happens to a layout when a user double clicks. In this release, when you create a new opportunity or application Table Layout, the double click URL will be defaulted to open the opportunity/application. This is the most common usage so will save time in having to look up the correct URL and add in.

We’ve also added helptext to the Purpose field, so it’s clearer what this field represents.
 

Clearer buttons for viewing application import outcome

When importing applications, you’re presented with links to see the applications that have been imported successfully and that have failed due to errors. We’ve made these clearer so that they’re easier to spot.

Accessibility improvements

When editing an application form, there are buttons at the bottom of the form to move back and forth through the form. We’ve changed these so that they’re tagged as buttons. This means they’ll closer match the Name, Role, Value (4.1.2) success criteria of WCAG 2.1.

FIXES

Consistent view when editing form items

When editing a form, we support the flexibility to customise the labels and items with datapaths, expressions and placeholders. Previously, when you edited the text inline (i.e. by double-clicking on the text, rather than going through the settings menu), it wasn’t always clear that the text was generated by one of these methods.
With this release, we’ve fixed this so that these methods of customising the text will display the same when editing inline and through the settings menu.