May 2022 Upvise Feature Update

Settings App

• New User Console from the left pane : view  / filter / search every use- generated network request like SYNC / LOGIN / SIGN-OUT / PDF / EMAIL / NOTIF per day.
• For Admin users only

Jobs App:

• Jobs custom fields can be customized per job group. In Options > Custom Fields
• New option to hide Add Product / Service in Options > Display

Files App

• File list columns are now fully sortable and searchable

Timesheet App

• Under options > Display, you can can customise Users to display in the Planned Schedule

Projects App

• On web view Project : the Map button has been moved from Project Info to main view Project screen
• Same button “”Map” also appears on the “View Project” mobile screen.
• The Map view screen now shows all project assets pinpoint with GPS coordinates on the map.

Sales App

• In Options > General. New checkbox: Use server-side generated numbers for Quotes /Invoices / PO / Packing Slips

Android Upvise v6.43

• Scan document bug fix resolution.
• Scanned document images have a minimum resolution of 1200 pixels size

UpviseClient DLL v1.7

• Bug fix when querying “system.roles” and “system.globalsettings” table
• Passing token in HTTP Header
• Recommended upgrade for ALL integrations

April 2022: Upvise Platform Updates

Tasks web app

• Favourite task list is displayed in dashboard screen
• Option to Archive Tasks

Projects web App

• New Option : standard user can see project dashboard.
• View Forms Template screen : Admin can export multiple pdf forms in a ZIP file.
• View Projects Tasks screen : added an All View which can be filtered and sorted by milestone, date or owner, with Excel export.

Sales web app

• New left pane Clients item : displays a list of all clients with detailed Statement of Account export for amount due in PDF
• You can add linked photos to a quote item when creating a quote and photos are exported as part of the Quote PDF
• Automatically reuse product photos when creating a quote.

Jobs web App

• Option to display photo filenames in the Job PDF Export.

Files web app

• Filename is now displayed in the photo view.

Forms Web App

• When exporting form list in Excel file, custom column filtering and sorting is taken in account

Android Native App v6.41

• Added new None option in Combo box edit screen
• Localised Account screen
• Bug fix when scanning bluetooth beacons on Android 12

iOs Native App v.6.2x

• Added new None option in Combo box edit screen
• Localised Account screen
• Increased number of lines displayed for a list item value to 50 lines.

New API in UpviseJS (web + android + ios).

• App.createPdf(json) : new API to create a PDF from server. Json is a json format string with “content” field containing html buffer

March 2022 : Upvise Platform Updates

We are excited to share with you the latest updates of the Upvise platform

Web Interface

• New Fast User Switching when adding multiple accounts

Settings App

• New API Console for Admin in the Settings Web app (left pane)
• Version number indicated in the left pane

Forms App

• Web: new option to reset to draft after rejection
• Redesigned Form Info screen with table sorting
• Mobile: new multiple text for rejection reason when rejecting a form

Files Web App

• New statistics dashboard in Settings 

Jobs App

• New Overdue job status in Dashboard on web

February 2022: New Upvise Features

Mobile Apps

• New Upvise App v6.35 for Android: Android 12 bug fixes using timers. New Home icon button in Settings
• New Upvise App v6.20 iOs: bug fix when opening email link in some cases  

Forms App

• New option: Forms / Options / User Rights: Only Admin can edit submitted forms
• Public forms: dynamic show / hide fields: you can use PublicForm.getValue(id) and PublicForm.showField(id, visible) new API in change scripts
• Configure Templates: Redesigned screen with searchable / sortable table view.

Projects App

• Mobile: New feature to scan an existing QRCode / Barcode to lookup an asset within a project or create a new asset on the fly.
• Project notes are searchable on mobile
• Web: New Form button with a searchable table view of all forms with bulk PDF zipped export  feature. 
• Support of Next / Previous navigation when viewing project assets 

Jobs App

• Mobile: Change group on mobile is now added to the history log

Equipment App

• Web : New Form button with a searchable table view of all forms with bulk PDF zipped export  feature. 

Sales App

• Export PDF of Quote / Invoice / PO : the company/contact name is added in the exported PDF filename
• Mobile: View Quote / Invoice / PO : The Files and Notes are relocated in the main screen.
• The main tab name has been changed from Info to Quote/Invoice.

January 2022 – Part 2 Update

Settings  Web App

• Manage Users list view is now searchable and sortable. The user search feature from the top search box has been replaced by the built-in new table search function.
• User View screen. Change Password and Change Name actions are merged in the Edit button as a popup.
• Change Password / Name screens are now displayed in a popup pane instead of full screen.
• User View  / In the notification tab, the Send TEST notification button has been moved to the top of the screen,
• Database Size screen : the list of tables is now searchable and sortable.

Sales Web App:

• Merged the Toolbar tabs for Invoices / PO / Quotes / Catalog with the Button boxes indicator
• Renamed “To Be Received” label to “Open” in Invoices screen
• Total price indicators for Invoices / Quotes are rounded to the nearest thousand.
• Redesigned Contract view screen With button boxes and tags
• Deprecated the Hide Dashboard option.

Forms Web App

• Added + icon on button creating a New sub form on Web
• Added the Sub Template Name before the table view output on Form View screen for clarity
• New option in Form Templates > Configuration > PDF to add template name header when used as a sub form.

January 2022 Update

New iPhone App: version 6.19

• The List.addItemSubtitle() now support the count styling attribute, like on Android
• New canned notes when editing long text description in any field

New Android App: v6.34

• Bug fix when writing NFC Tag on Android 12

Web Framework

• New Shorter button box UI 

Tasks Web App

• New Task list view sortable / filterable
• Redesigned Task View screen with short button boxes
• New colourful action button for Task view screen

Calendar Web App

• Redesigned with Event View screen with short button boxes
• new Event Task view (Open & Completed)

Sales Web App

• Redesigned Deal View screen
• New colourful action button for Quote/ Invoice View screen

Forms Mobile App

• When there is only on subform, the SubForms tab display directly the list fo subform, saving one click from previous implementation

Forms Web app

• In options, dataset and group sections views the lists are fully sortable and searchable
• Programmatic cancel the creation of a form in the On Create custom script template if Forms.ERROR_CREATE is set to a custom string error message
• Public Form: Support of default value (but not javascript) for checkbox or text fields

Equipment Web App

• Redesigned Options screen with General and Display section
• New option to hide maintenance feature in Display
• Option to filter the form templates against a piece of equipment per equipment group.
  Go to Options , Groups, pick a group then choose one or more form groups to restrict.

Jobs Web App

• Colour icons on left pane
• New Scheduler feature to create Planned schedule for staff per day for each job.
• Redesigned Options screen with new Calendar section
• New colourful action button for Job View screen

Timesheet App

• Colour icons on web and mobile

New Upvise features Q4 2021

We officially released some new features to make Upvise even more productive for you.

1. New filtering / sorting table view for most web apps (Contacts, Jobs, Projects, Forms).You can sort and filter any column by simply clicking on it. Multi column filtering is supported as well.

2. New pagination UI for these tables using a combo box for faster page browsing on the top right of the screen.

3. Updated scrolling behaviour in the table view : only the table rows scroll not the entire page, so the headers remain always visible.

4. The Application list popup now has coloured background icons for each app for better readability.Blue for basic personal apps (Contacts /  Notes / Tasks), orange for finance (Sales, Expenses, Debts & Credit), orange for mobile field apps (Projects, Jobs, Forms, Timesheet)…

5. New Upvise beta Android native app on Google Play is available for It implements a new application list launcher, with full screen and coloured background icons matching the new web UI.You can install it here:https://play.google.com/apps/testing/unyverse.pro

Please note that the minimum Android version for this new build is Android 5.0 (from Android 4.4 for previous version). We still recommend at least Android 7.0 for best performance (Current Android version is 12).

6. New iPhone/iPad version will be available shortly as well.

7. We will shortly share with you. how to take advantage of the coloured background and new Table view API in your custom apps and dashboard.

Thanks for all your feedback and testing.

Updates to Assets, Equipment, Forms

1. Assets App :

•  New view Asset screen on web and mobile
•  Tabs have been replaced by button boxes
•  Added support for viewing and restoring archived Forms linked to assets

2 Equipment App

•  New option for custom validation script when entering equipment usage value. go to Options > Script

3. Form Web App ( requires Beta Apps enabled in your Upvise Account)

•  Redesigned edit Template screen with intermediate screen to replace the tabs.
•  New oncreate and onedit scripts in the Form Template Workflow
•  Indicators tag for Hidden, Mandatory and onchange in the Fields screen
•  Multiline support for question labels.
• Option to restore a deleted Form Template (Upvise Settings > Delete
  Items > Form Template)

Contact Search on mobile

You can search a Contact or Company by phone number, email or on any other contact field.

The global search functionality – which was previously in the left pane menu – is now accessible from a “Search” link at the bottom of the main screen of Contacts app on your mobile.

Enter a string of characters or a phone number to search on all Contacts or Companies.

Week number in web Calendar

In the Calendar Week view in your web account, the week number is now displayed next to the date range.

Example:

18 Mar – 24 Mar 2019 [12]

For the week starting 18 March 2019, the week number is 12.

This applies to the Calendar web app, as well as the Calendar in the Jobs web app.