You can now edit the Owner, Date and Location of a Form on your mobile.
Open the Form screen and tap on the Info (i) icon to view owner, date and address details. Then tap on the Edit icon to change these details.
Note that this functionality is only available for Admin users and requires that the setting: “Allow to edit Form Owner, Date & Location” be enabled in the Forms web app / Options menu / User Rights section.
N.B.: the functionality was already available on the web in the Edit Form /Properties tab screen.
We added new features to improve the usability of dependent / child equipment linked to a main equipment:
You can restrict the main equipment list to one of more groups. Go to the Equipment web app and tap Options on the left pane. Then select one or more groups. It means it is easier when you edit a dependent equipment to change its parent equipment : fewer items will appear on the combo box.
Easily add a dependent equipment from a main equipment view screen on the web : tap plus button on the toolbar, then Sub Equipment. You can then select a group and a dependent equipment in the combo box.
We have added an option in Public Forms where you can now specify an email to receive a notification each time a new Public Form is submitted.
The notification is sent both in the Android notification pane and by email. You can click on the link in the email to open the Form in Upvise.
To set the notification email, edit the Template in th Forms web app, open the ‘Sharing’ tab. Click Enable Public to make the form public.
Enter an email in the Form Submitted Notification Email field to receive the notifications.
You have prepared an Invoice with a list of Products ordered in various quantities.
You start shipping products as soon as they are ready, i.e. it takes several shipments to deliver all the ordered products.
You can create a Packing Slip from the Invoice. When a shipment is ready for delivery, edit the Shipped Quantities for each Product included in the Shipment, and print out the Packing Slip.
You can now also track Previous Shipments:
Each Product in the Packing Slip includes a “Previously Shipped Quantity” field which keeps track of the number of items already shipped.
After the first shipment, whenever you update the Shipped Quantity of a Product in the Packing Slip, the Previously Shipped Quantity field is automatically incremented by the previous quantity shipped. (Note: this is subject to your prior confirmation via a popup message).
We have added an option in the Calendar web app to hide Completed Items.
In the Options menu, check “Do not display Completed items” to hide all completed tasks and jobs from the Calendar view.
We have introduced the following functionality in the Jobs app:
A Job Request form is now available at a private URL, which you can share with an external user.
The user fills in the form with data related to the Company and/or Contact requesting the Job, and a description, as well as date, time and address of the Job.
When the user submits the form, a Job is created in your Upvise account with the data entered by the external user, and a notification email is sent to the email address specified in your account settings. The Job is created as Unassigned and is listed in the Open/Unassigned section of the Jobs app.
You will find the Job Request Form URL in the Jobs web app Options menu / External Job Request tab. You can also configure the notification email in this screen.
On Android, you can now insert text from an existing Note into a new note. Simply tap on the icon with a + when you are in the Edit Note screen, and browse your Notebooks to find the note.
This is useful to e.g. create notes from pre-defined messages.