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March 2024 - Release Notes
March 2024 - Release Notes

Project members, register view filters, and hourly syncs to Excel and Power BI

Sam avatar
Written by Sam
Updated over a week ago

Dashpivot Updates

๐Ÿ‘ค Project Member Permissions

We've introduced a new permission type called 'Project Member' which can be assigned at project folder level, giving you more options and user management controls.

The new permission type is similar to the existing 'Team Member' in team folders, except this the new permission is administered at project folder level. Project Members will get access to the project folder and all team folders within it, but will have restrictions on what they can create and edit - they cannot manage users, create/edit template, or create/edit team folders.

โœ๏ธ Typed Signature option

In addition to the existing methods of drawing and uploading a signature, you can now opt for a typed font signature. This enables you to quickly create a neat signature for your profile. To use this option, click 'Edit Profile' in the top right of the screen, and click 'Edit Signature'.

๐Ÿ” Filter by Yes/No fields in the forms register

In the forms register in Dashpivot, you can now filter by all Yes/No fields, giving you more ways to search through your data and find what you need. We've also enabled filtering by text cells in tables, and have more options coming soon!

Flowsite Updates

๐Ÿ” User access controls

You can now invite users to Flowsite workspaces via the Users module, to collaborate on setting up integration connections and automation flows. And it's possible to remove someone's access when required, but note - this will not affect their Dashpivot access.

โฐ Hourly sync option for Excel and Power BI integrations

If you are using Flowsite to sync Dashpivot data to Excel or Power BI, we've now introduced an hourly sync option. This is in addition to existing options of 4 hours, 12 hours and 24 hours.

๐Ÿ”ฎ What's Next?

To see what's in progress now and what's coming up, check out our roadmap:

๐Ÿ“ฃ Shout out to Sitemate engineers!

A big thanks to the ongoing efforts of our engineers. In particular, a thanks to:

  • Julia and Ayushka for teaming up and launching the new project member permissions

  • Victoria for introducing the new forms register filters for Yes/No fields

  • Renata for adding the new 'typed signature' option

  • Dylan for his work implementing the user access controls in Flowsite

  • Ulan for adding the hourly sync triggers in Flowsite

๐Ÿ’ก Have ideas or feedback for us?

Our team is always looking for small things we can fix to improve your experience using Dashpivot. Let us know your thoughts via live chat on the Dashpivot website, or reply to our product update emails to get in touch ๐Ÿ‘‹

Remember to update the Dashpivot app on your phone to access the latest fixes and features.

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