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June 2024 - Release Notes
June 2024 - Release Notes

Sharepoint integration, and person field now available in the Dashpivot app

Sam avatar
Written by Sam
Updated over a week ago

Dashpivot Updates

๐Ÿ‘ค Person field now available in the Dashpivot app

The person field is now available in the Dashpivot app! This means if you're using the single person field in your templates, youโ€™ll now be able to see it in your forms and on your form thumbnails.

๐Ÿ”€ Approval Signature logic now supports Person fields

You can now incorporate person fields into the approval signature conditional logic configured in your templates, giving you more granular controls over who can sign for approval (or clear and reset the workflow steps). This will be especially useful for workflows where the user selected in the person field is the same person who signs to approve specific parts of a form.

๐Ÿ“ Template Register Export

It's now possible to export your templates register as a CSV file, which may be useful for auditing purposes when you need to create a register of process-driven documents used across your business for certification purposes (eg. ISO certification). This is possible in both your Home Folder and any team folder.

๐Ÿ“‚ In-line folder creation and editing

With this feature, you can create and edit folder names directly in the left navigation bar, streamlining the folder management process in your workspace.

โœจ License consumption calculated across all workspaces

The number of used licenses displayed in your Home Folder > Settings > Dashpivot Billing now calculates the total number of unique users from all of your workspaces, making it easier to keep track of your license consumption.

Flowsite Updates

๐Ÿ”Œ Share Point Integration

You can now integrate Dashpivot with SharePoint via Flowsite. This 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:

  • Ken & Maricar for their teamwork delivering the new Sharepoint integration

  • Victoria for adding the CSV export option in the template register

  • Angel & Gabi for their work enabling the person field in the Dashpivot mobile app

  • Kierian for the in-line folder creation and editing

  • Rino for his work on the Dashpivot license calculations table

  • Quinn and Steven for adding the person field to the approval signature conditional logic

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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