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May 2024 - Release Notes
May 2024 - Release Notes

Person field, creating workspaces, and other updates

Sam avatar
Written by Sam
Updated over a week ago

Dashpivot Updates

๐Ÿ‘ท Single Person Field

We're excited to announce we've released the long awaited 'Person field' which allows you to select one user who have access to that folder, when filling out a form. For example, selecting a supervisor, inspector, person responsible, attendee, etc.

โž• Creating Workspaces

Customers on the Pro plan or above can now create additional Dashpivot workspaces, each with their own name, logo and branding - which may be useful if you have different businesses, departments, legal entities, or scenarios where your company is pushing the limits of the folder structure in a single workspace.

Only users with Organisation Controller permissions are able to create additional workspaces.

Note: You wont be double charged for users who have access to multiple workspaces, but do need to be on the Pro plan to use setup multiple workspaces. If unsure about the best workspace configuration for your company, please reach out to support for guidance.

๐Ÿ†” Sitemate Start Account ID

It's now possible to see your Sitemate Start Account Name and ID in the Home Folder > Settings > General tab. Each Sitemate Start Account has its own billing and subscription settings - if you have multiple workspaces paid together, the Sitemate Start Account IDs should match.

ใŠ—๏ธ PDF Export Language Support

We now support 'Thai' characters in PDF downloads, extending the list of supported languages in Dashpivot. This applies to all areas where PDFs are generated (downloading individual forms as PDF, downloading the forms register view, or sending a PDF to someone).

๐Ÿ” Approval Signature Logic Improvements

You can now build more advanced approval signature logic to more precisely control who can/can't sign forms for approval, by using 'AND' and 'OR' conditions. This unlocks a wider range of possibilities when it comes to controlling your workflows in Dashpivot, and ensuring your teams are compliant with company process.

Flowsite Updates

๐Ÿ”Œ Sharepoint Integration (Coming Soon)

The Flowsite team have kicked off work on a Dashpivot<>SharePoint Integration, which will allow you to automatically store a PDF copy of your Dashpivot forms inside Sharepoint once they're complete. Please get in touch if interested.

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:

  • Hudson for his work on supporting more languages in PDF exports

  • Ayushka and Julia for their teamwork on improving the Approval Signature Logic

  • Steven and Quinn for building the new Single Person field

  • John Rey for enabling customers to create new workspaces

  • Maricar and Ken for kickstarting the work the Sharepoint Integration 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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