March Release Highlights
This release is packed with a lot of exciting features that will make your life easier.
Whatโs New
Buttons on Embedded Lists
If the new 'Show Button' checkbox in the embedded list view settings is enabled, and if any default display views of the list have buttons, the first two buttons will be shown on the embedded list for each object. This eliminates the need to open each child object from the parent to perform button actions.
What if I have more than two buttons? If yes, the remaining buttons are just a click away. Simply click the '+' icon next to the displayed buttons, and the rest will appear in a dropdown menu.
The โEditโ and โDeleteโ buttons on the embedded list (if available) are moved into the overflow menu when โShow buttonsโ is enabled.
Button ordering can be changed from the display view configuration in admin.
Text Field Concatenation
Now you can easily combine text fields with the new "Concatenation" option in the change field action. Whether itโs merging two fields, a field with some text, or just joining literals, the expression builder makes it simple. You can select text, fields, or use the +
icon to build the desired concatenation.
Hereโs an example of concatenating the serial number and model number fields, separated by a hyphen.
Change Field Action: Date Offset
You can now update date and datetime fields using offset values in the Change Field action. When the target field is a date or datetime, a "Date Offset" option appears in the Value Source dropdown. This feature allows you to perform calculations on a date field by adding or subtracting years, months, weeks, or days.
Here is how it works:
Value Field: Select the source date field from which the calculation starts. This can be the target field itself or another date field.
Offset Value: Define the offset using either a field (any integer field in the track) or a literal value.
Offset Unit: Choose the unit of the offsetโdays, weeks, months, or years.
For example, you can configure a Change Field action to add two days to the current value of a date field.
Another example is calculating the warranty date by adding 12 months to the manufacturing date.
Tailor your platform
Customize the subtext next to the TeamTracks logo in the Agent Interface! By default, it says "Operations Platform," but customers on the enterprise plan can now change it to reflect your branding. Please reach out to support@team-tracks.com.
Control Client Upload Permissions
Want to control whether clients can upload attachments? Admins now have the power! A "Clients can Upload Attachments" checkbox is available in the Display View configuration, enabled by default. If you prefer to restrict clients from adding attachments to an object, just uncheck this option. This setting is also available in edit views.
Notable Bug Fixes
Fixed an issue where setting default field sorting had no effect on the 'Add Selected' modal in the admin interface.
Removed obsolete features like profile fields, setting default views in tracks, and tags from the track settings.