We’ve enhanced support for Lookup fields in Reports. Users will now be able to Group by Lookup Fields as well as use Lookup Fields in Charts.
#reports-enhanced-support-for-lookup-fields
Release notes2023
v4.18.0MinorReleased
Brand New Online Forms, Reports Enhancements, Quick Jump and more
Coevera 4.18.0 adds the Quick Jump feature to the Admin Module for finding a field or section while editing a Form, enhances Reports with support for Lookup fields, and delivers performance upgrades to permission recalculation and bulk operations.
Quotes & DocumentsReportsAdministration
- Features
- —
- Improvements
- 3
- Security
- —
Coming soon
Overview
This release centres on the Admin Module. The new Quick Jump feature lets administrators quickly find a field or section while editing a Form: in the Admin Module, click Fields & Forms, select the Entity Type and then the Forms tab, open the Form and choose Edit Form, then use the Search icon in the top right.
Alongside the Admin update, Reports gains enhanced support for Lookup fields — users can now group by Lookup fields as well as use them in charts — while a further round of performance work cuts the time to recalculate permissions by more than 20% and fixes a problem where bulk operations such as Bulk Update or Changing Ownership could affect speed and the saving of records for other users working in the application.
What's in this release
- The Quick Jump feature in the Admin Module helps administrators quickly find a field or section while editing a Form.
- Quick Jump is reached from the Admin Module via Fields & Forms, the Forms tab, the Edit Form button, and the Search icon in the top right.
- Reports now support grouping by Lookup fields.
- Reports can now use Lookup fields in charts.
- Changing user permissions now recalculates permissions more than 20% faster.
- A fix stops bulk operations such as Bulk Update and Changing Ownership from causing speed problems and affecting the saving of records for other users in the application.
What we're proud of
Jump straight to the field you need
The new Quick Jump feature in the Admin Module lets administrators search a Form and go straight to the field or section they need while editing it. Open Fields & Forms, pick the Entity Type and the Forms tab, edit the Form, and use the Search icon in the top right.
Various Improvements
Reports › Enhanced Support for Lookup Fields
Performance Upgrades
We’ve worked on performance speed again as part of our ongoing improvement program:
- When changing user permissions in the application, the time to recalculate permissions has been cut by more than 20%.
- We’ve also fixed a problem where bulk operations such as Bulk Update or Changing Ownership could cause problems with speed and for saving records for other users working in the application.
#performance-upgrades
Administration / Backend
We’ve added the Quick Jump feature to the Admin Module so that Administrators can quickly find a field or section when editing a Form. In the Admin Module, click on Fields & Forms, select the Entity Type and then the Forms tab. Click on the Form and choose the Edit Form button and then use the Search icon in the top right.
Documentation#administration-backend
Frequently Asked Questions
Related releases
Explore 4.18.0 yourself
Start a free trial and see the new Quick Jump feature, the Reports Lookup-field enhancements, and the performance upgrades in Coevera 4.18.0 for yourself.
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