Excelpoint Version 3.7 Release Notes

The Latest version of Excelpoint’s no-code software, Excelpoint Version 3.7 is now available for our existing and future clients. Discover the new features and functionality we have included.

  • More time intervals definable on the Planner View including partial-day views.
  • A number of improvements to document outputs including:
    • Repeated use of field references in multiple tables.
    • Captured signatures populated in output documents.
    • Compound output Documents (Documents within Documents)
  • Allow thumbnails on Image attachments on the Open and Search Results screen.
  • Allow Attachments to be “Refreshed” by the end-user.
  • New Functions and expressions introduced, including:
    • %TRANSFORM% function to help map between list values.
    • %DATEFROMSTRING% to assist with Saved Search definitions across multiple time zones.
    • Trigonometry functions: %SIN%, %COS%, %TAN%, %ASIN%, %ACON%, %ATAN% and %PI%.
    • New expressions making it easier to address attachment data: %An% and %Fx:An%.
    • %SCREEN_MODE% variable which allows admins to more easily configure different behaviour on different screen types. (Add, Edit, Open etc)
  • Allow Chart colours to be dynamic or fixed by processes and expressions.
  • Support Grid Input on an Image overlay to take and store user input data in the context of a diagram or photo.
  • Support for assignment operators (eg +=, &=, -=, *=, /=) in Bulk Updates across a relationship to improve performance of long-running or high-volume automation updates.
  • “Ring Fencing” to protect a Team’s licence. This can allow licences to be dedicated to departmental budgets or critical teams.
  • A validate item activity block to ease data migrations.
  • Import Attachments Activity Block predominantly for migration processes.
Stand-alone Mobile App

The Excelpoint mobile app is now just as capable as its desktop counterpart giving our customers the ultimate flexibility to access the full system to carry out all tasks or to limit access to specific tasks they require on any mobile device. Regardless of whether the device is a mobile phone or tablet, in any location, on or offline. This release sees a major revamp of the mobile app capabilities, resulting in almost all of the main system capabilities while not restricted to the following items:

  • Support initial “Sync Package” to ease and speed the commissioning of large mobile apps and datasets.
  • Improved sync mechanism for speed, resilience and end-user pause capability.
  • Support process automation on the mobile app, including the ability to automatically force a sync.
  • Support grid input on an image overlay.
  • Inherit the theme (colour and Logo) from the main system.
  • Support presentation behaviour.
  • Add support for “Split Views” only on the mobile app.
  • Support cross-reference Links and Tabs.
  • In-line image attachments.
Plug-In Capabilities
  • Xero API for company accounts, invoicing and financial metrics.
  • Red tractor API for farm certification checking.
  • Here maps API for improved truck routing.

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