Release notes early January : CYS Group

Release notes early January

started a topic about 5 years ago

Improvements

1. Data Garden

We have updated the DataGarden with the following functionalities

Data Garden Overview screen

Import,, Connector, API option - widget display with various information related to the imported data source
Projects option - widget display where widgets will automatically be created for each project

File Import

General tab where the user can enter or edit various details like name, description active/inactive
Definitions tab in which the user is able to set a structure
File sources tab - Manual import and SFTP import
Rules on import tab in which you can create new rules but which also provides default rules set up by CYS
Dataview tab in which you will see a list of columns from the imported file with pagination
Log tab in which the user can view details like name, date, success report, number of records, import type, user stamp. The log tab has an option to download.

2. Dynamic Rule Engine

We have released an operational Dynamic Rule Engine with the following functionalities

Rules tab

We created a tab with an overview of all the rules you created in the DRE as well as some default rules provided by CYS
The rules will be having a switch to turn it on/off
It displays rule name, rule switch, output (drag/drop) and actions (delete/duplicate)

Wizard tab

Action buttons

Add rule (wizard) directly redirects the user to the wizard tab
Add rule (expert/import) directly redirects the user to the expert screen or enables the user to directly import the rule from the excel file
Minimize button added
Maximize button aded
Close button added

3. Field Picker

We have released an operational Field Picker with the following functionalities

The field picker allows the user to personalize emails, questionnaires, reports, texts field, etc.
Fields are currently grouped in source data and data related to the questionnaire section
The field picker can be closed, minimized and maximized.