New In This Release
Work Complete State Change Trigger
We are changing our paradigm. Long tapping to change a SmartPin was too hard to remember. Tapping a Trash can or choosing Delete when done with a SmartPin was too psychologically counter-intuitive. So we’re listening. And we’re changing it up.
We’re introducing the concept of ‘Complete’.
When a SmartPin is a standalone SmartPin without a next state, Completing a SmartPin will (soft) delete it. No more delete. No more trash can.
When a SmartPin is part of a state machine, Completing a SmartPin will move it to the next state. So if you have 3 SmartPin definitions, 1, 2, and 3. And 1 has a complete trigger to 2 and 2 has a complete trigger to 3, and 3 has a complete trigger to 1, then when you Complete a type 1 SmartPin, it will transition to a type 2 SmartPin. And when you Complete a type 2 SmartPin, it will become a type 3 SmartPin. When you complete the type 3 SmartPin, it will become a type 1 SmartPin again.
Here is how you configure it.
A type ONE SmartPin will become a type TWO SmartPin when Completed.
A type TWO SmartPin will become a type THREE SmartPin when Completed.
And a Type THREE SmartPin will become a Type ONE SmartPin again when Completed.
So if I were to create a ONE SmartPin in Pittsburgh, it might look like this:
And if I tap the Complete button, this dialog appears:
And if I tap Complete again, I see a type TWO SmartPin on the map that looks like this:
And if I Complete this TWO, it becomes a THREE that looks like this:
Required Before Complete Attributes
Now that we have the magic Complete button for SmartPins, we need to add some support around the Complete functionality in other places. The first place is for Attributes. Back in the old days (you know, yesterday) Attributes could be Optional or Required. Required Attributes always had to have a value before you tried to save the SmartForm from the mobile app. But, that doesn’t always work when you’re a technician in the field. Maybe you want to be able to fill in some values now, and it will take some work and some time to be able to fill in the other values. You don’t want to lose your work, so you want to be able to fill in the values incrementally. If all the values are optional you could do that. But you don’t want to forget anything, and your boss doesn’t want you to forget anything either, so all of the values kind of need to be required, but not required right away, just required before you’re all done.
TA-DA! Now you can have Required Before Complete Attributes. This lets you incrementally save your work, but before you Complete the SmartPin, you’ll need to enter values for these Attributes. Don’t worry; we do the checking for you. We won’t let you forget. If you try to Complete a SmartPin missing Required Before Complete SmartForm Attribute from either the dashboard or (soon) the mobile app, we’ll remind you to fill in all the values!
Create a Child Task from the Parent Task List
We rolled out the ability to have Parent and Child (task) SmartPins a couple of weeks ago. And the UI left a little to be desired on the usability front. We’ve made great improvements in that area in the past couple of weeks.
We updated the look and feel of the task tab. You’ll see that the tasks look very familiar ... kind of like the SmartPin cards on the left hand side of the map page.
And now there is that handy-dandy New Task button at the bottom of the task list. It allows you to create a new Task SmartPin, and only lets you choose valid child types for the existing parent type.
When you create a New Task from the parent SmartPin, the parent identifier fields are automatically filled in for you, saving you the time, effort, and typos trying to get it right.
If you tap on one of the cells in the task list, it will open the details dialog for that Task SmartPin, just like you would expect it to work.
See that handy dandy blue arrow ( <- )at the top of the child details dialog above? Tapping that arrow brings you back to the parent SmartPin. All the time!
Call Tasks Whatever You Want
On the Settings screen for the customer, there is a setting to allow you to customize the Task word. Maybe you want to call them a Job. Maybe you want to call them ToDo. Maybe you want to call the Fred. Whatever you want to call them, you can.