2020 Assetas Release Notes

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Version 3.5 (11/21/2020)

  • Improved speed for loading large data sets.
  • Added Azure Active Directory contact synchronization.
  • Upgraded the Excel builder tool.
  • Added Make and Model as data sources.
  • Added asset specification to telemetry variables.
  • Added precedence to control the order of form rules.
  • Added ability to include line breaks and bullets to the informational message data type.
  • Added logic to support new "Form Open" trigger.
  • Added debug mode for Form Type Rules.
  • Added a new contact menu for "Users".
  • Updated emailed task list formatting.
  • Updated software help pages to new WordPress link.
  • Updated fixed list report links to transfer when promoted from QA to Prod.
  • Added "Calendar Year" variable.
  • Added "Calendar Year Start Date" variable.
  • Added "Calendar Year End Date Date" variable.
  • Added ability to ignore rows if blank when processing scheduled jobs.
  • Various minor improvements.
  • Various bug fixes.

Version 3.1 (10/1/2020)

  • Added ability to set asset and contact attributes from forms and workflows.
  • Added ability to submit anonymous forms by form type.
  • Added ability to set telemetry from forms and workflows.
  • Added ability to bundle multiple JSON files.
  • Added native encoder tool for assets, contacts, and form types.
  • Added ability to display null values in time series graphs.
  • Added export of individual asset JSON files.
  • Defined handling of data imports when duplicate items exist in recycle bin.
  • Added ability to define new form categories.
  • Added functionality to import bundled/packaged JSON files.
  • Added ability to test for presence of photos or attachments in forms.
  • Added associated tasks and forms to the contact details page.
  • Added many new functions to form rules.
  • Added option to allow anonymous/unauthenticated form submittal
  • Added tags to form types.
  • Added tags to reports.
  • Form drop-down lists are automatically searchable above 250 items.
  • Update all packages to the latest version.
  • Updated calendar report type to allow configuration of display style
  • Various minor improvements.
  • Various bug fixes.

Version 3.0 (9/1/2020)

  • Added ability to link Google and Microsoft accounts for logon.
  • Menu reorganization with new "Design" items.
  • New document designer that generates spreadsheets from a template.
  • Added ability to load file attachments to forms, which create document records.
  • Updated large dropdown lists to display the first 100 records (previously the first 25 records).
  • Added new "Scanner" data type.
  • Added variable for contact phone number.
  • Added variable for contact address.
  • Made external identifier field visible upon asset record creation.
  • Added ability to lock/unlock telemetry from form type rule.
  • Defaulted new telemetry active date to today.
  • Added ability to define new address, email, and phone types.
  • Added help pages for Address Type, Email Type, and Phone Type.
  • Upgraded application email service.
  • Updated time display in email notifications.
  • Added security role carry-over in JSON files for reports, form types, and dashboard templates.
  • Added help pages for Address Type, Email Type, and Phone Type.
  • Upgraded application email service.
  • Updated time display in email notifications.
  • Added security role carry-over in JSON files for reports, form types, and dashboard templates.
  • Added new functions for start/end of day and start/end of month.
  • Added ability to use complex telemetry variables in reports.
  • Telemetry updates now match on AssetID/TelemetryTypeID/ActiveDate/UnitOfMeasureID
  • Dashboard controls display filters when hovering over control name.
  • Various minor improvements.
  • Various bug fixes.

Version 2.9 (5/1/2020)

  • New "Fixed List" report type with the ability to create dashboard buttons and links.
  • Significant upgrades to the dashboards, including advanced layout options.
  • Added ability to bulk-delete assets, contacts, documents, forms, and tasks.
  • Added ability to export and import dashboard templates.
  • Added associated contacts variable to asset datatype reporting.
  • Added country, state, county, and time zone search under Configuration > Lists & Types > Locations menu.
  • Added units of measure search under Configuration > Lists menu.
  • Reorganization of the menu designer items.
  • Upgraded the framework to ASP.NET Core 3.1.
  • Upgrades to many system-defined reports.
  • Upgrades to system-defined default dashboards.
  • Various minor improvements.
  • Various bug fixes.

Version 2.8 (3/14/2020)

  • Added dashboard templates to easily switch between common dashboards.
  • New "Single Value" report type that shows a value with styling based on criteria.
  • Added "prevent save" action to form rules.
  • Added "prevent save" action to task rules.
  • Added ability to aggregate chart data by date groups (hourly, daily, monthly, etc.).
  • Added ability to search file names in data imports.
  • Added export and import ability for Scheduled Jobs.
  • Added new report parameters for CountryID, StateID, and CountyID.
  • Added recently created tasks to workflow detail page.
  • Added tags to workflows.
  • Added workflow action variables to aggregate telemetry.
  • Improved scheduled job processing.
  • Reorganized underlying data infrastructure to allow for faster data access.
  • Updated back-end storage of application change log.
  • Updated logic to more accurately calculate account data usage.
  • Various minor improvements.
  • Various bug fixes.

Version 2.7 (2/10/2020)

  • Added new controls to search and select assets or contacts in forms.
  • Added new telemetry module.
  • Added "Photo" data type to forms.
  • Added ability to set or remove form tags through the form rules.
  • Added automatic ordering to form sections, questions, and rules.
  • Added calendar settings and preferences to reports and dashboards.
  • Added company and manager fields to reporting datasources.
  • Added If/Then/Else logic to rules.
  • Added rule processing to tasks.
  • Added stacked area and bar charts to the report designer.
  • Added the asset's physical location hierarchy to the asset detail page.
  • Added workflow trigger verification to test if the triggers are working as expected.
  • Better support for exporting/importing form types across accounts.
  • Better support for exporting/importing reports across accounts.
  • Default thumbnail images for most common document file types.
  • More detailed logging of data usage.
  • Various minor improvements.
  • Various bug fixes.

Version 2.6 (1/1/2020)

  • Added manual record locking for administrators to assets, contacts, documents, forms, reports, and tasks.
  • Added "Managed By" and visibility icons to notifications for easier management.
  • Added ability for administrators to set a user's password and reset their preferences back to the defaults.
  • Added document data source to Report Designer.
  • Added locked/unlocked status to form search parameters.
  • Added new attribute and form answer variables to the Report Designer.
  • Asset detail page lists 5 most recent changes with a link to a report to show all changes.
  • Many dashboard changes, including faster loading and individual control refreshing.
  • New settings to control usage of serial number, tracking code, and service dates by asset type.
  • Optimization of report queries.
  • Refinements to information shown in the asset change log.
  • Reorganized support menu items and moved health and change log to user menu.
  • Updated "Link" option in the Report Designer to handle assets, contacts, documents, forms, and tasks.
  • Updated calendar control to support month, week, day, and agenda views.
  • Updates to data retention setting controls (now uses sliders) and added optional auto-purge to the recycle bin.
  • Various minor improvements.
  • Various bug fixes.
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