TracCloudWhatsNew2024-10-31 1: Difference between revisions

A new custom field type, common listing searches, new ways to group data in reports, and more in TracCloud for the month of October 2024. Our full changelog can be found here.

New Custom Field Type: Info (non-entry)

There's a new custom field type named "Info (non-entry)" which allows you to display non-entry instructions or information in any custom field location. This field supports text-wrapping and text size is between the existing "label" and "header" field types.

Common Searches in Listings

The search history button on certain listings now contains some commonly performed searches for convenient access. More searches will be added to different listings overtime, but you can see them now in the Outstanding Appointment Requests and Assigned Success Plans listings.

Report Changes

There's a new report for workshops, Workshops Overview.

You can now group by meeting type (In-Person, Online, Asynchronous) in the Students Visits/Appointments by ?? report.

You can now group by month in the Visits by ?? report.

The Students Visits Summary report has a new option to exclude students without visits, include active students without visits, or include all students without visits.

There's a new report category for "Scheduling" where you'll find several reports that used to be part of the Management category.

The favorite reports list will now show if a favorite report belongs to an inactive staff account.

Other Changes

There's a new option in reserve blocks to prevent cancellation of overlapping appointment records.

Success Plan visit steps can now require students visit with their assigned advisor/consultant.

Notifications can now be disabled for specific permission groups. This option is found under the "Restrictions" tab.

There's a new "Brief with Save" student form option in permission groups to restrict a group to the "Brief" view while still allowing those staff to save changes to the student record. The existing "Brief" view continues to block saving by default.

New Twig tag for Success Plan emails, {{SPAssigned.DashboardStatus}}. This will display the contents of the dashboard widget for the related plan, showing their overall progress.

The Visits/Appointments SFTP export has a new option to keep the single quote character rather than replacing it with "[SingleQuote]" text.

The terms and conditions field in resource types now supports HTML.

When logging in for a visit on the kiosk or log listing using Other ID or Other ID2, it will no longer prompt the user to select the student from a list (i.e., it will skip straight to login like regular IDs do).

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-{{WIP}}
 {{TracCloudWhatsNewTABS}}
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 <b>2024-10-31 | TracCloud features and changes from October 2024<br><br></b>
-<!--New ways to search for staff records, quick access to processed referral notes, new conditional survey options, and more in TracCloud for the month of September 2024. [[TracCloudChangelog|Our full changelog can be found here.]]<br><br>-->
+A new custom field type, common listing searches, new ways to group data in reports, and more in TracCloud for the month of October 2024. [[TracCloudChangelog|Our full changelog can be found here.]]<br><br>
 <div class="line"></div>
 <big>New Custom Field Type: Info (non-entry)</big><br>
-There's a new [[TracCloudGuideGlobalCustom|custom field]] type named "Info (non-entry)," which allows you to display text in any custom field location. This text field supports text-wrapping and text size is between the existing header and label fields.
+There's a new [[TracCloudGuideGlobalCustom|custom field]] type named "Info (non-entry)" which allows you to display non-entry instructions or information in any custom field location. This field supports text-wrapping and text size is between the existing "label" and "header" field types.
 [[File:3020122.png|500px]]<br><br>
 <div class="line"></div>
-<big>Common Searches in Some Listings</big><br>
+<big>Common Searches in Listings</big><br>
-The search history button on some listings now contains commonly performed searches for quick access. More searches will be added to different listings overtime, but you can see them now in the [[TracCloudGuideListingsApptRequest|Outstanding Appointment Requests]] and [[TracCloudSuccessPlans|Assigned Success Plans]] listings.
+The search history button on certain listings now contains some commonly performed searches for convenient access. More searches will be added to different listings overtime, but you can see them now in the [[TracCloudGuideListingsApptRequest|Outstanding Appointment Requests]] and [[TracCloudSuccessPlans|Assigned Success Plans]] listings.
 [[File:6306645.png|600px]]<br><br>
@@ Line 36: / Line 34: @@
 * The [[TracCloudReportsStudents07|Students Visits Summary]] report has a new option to exclude students without visits, include active students without visits, or include all students without visits.
-* There's a new report category for [[TracCloudReportsManagement01|"Scheduling"]], where you'll find several reports that used to be part of the management category.
+* There's a new report category for [[TracCloudReportsManagement01|"Scheduling"]] where you'll find several reports that used to be part of the Management category.
-* The [[TracCloudReports#Saving_a_Report_as_a_Favorite|favorite reports list]] will now show if a favorite belongs to an inactive staff account.<br><br>
+* The [[TracCloudReports#Saving_a_Report_as_a_Favorite|favorite reports list]] will now show if a favorite report belongs to an inactive staff account.<br><br>
 <div class="line"></div>
@@ Line 51: / Line 49: @@
 * There's a new "Brief with Save" student form option in [[TracCloudGuideProfileGroups|permission groups]] to restrict a group to the "Brief" view while still allowing those staff to save changes to the student record. The existing "Brief" view continues to block saving by default.
-* The Appointments/Visits [[TracCloudTechExport|SFTP export]] has a new option to keep the single quote character rather than replacing it with "[SingleQuote]" text.
+* New [[TracCloudGuideProfilePrefsTwig|Twig]] tag for [[TracCloudSuccessPlans|Success Plan]] emails, <nowiki>{{SPAssigned.DashboardStatus}}</nowiki>. This will display the contents of the dashboard widget for the related plan, showing their overall progress.
+* The Visits/Appointments [[TracCloudTechExport|SFTP export]] has a new option to keep the single quote character rather than replacing it with "[SingleQuote]" text.
-* Terms and conditions in [[TracCloudGuideBasicsResources|resource types]] now supports HTML.
+* The terms and conditions field in [[TracCloudGuideBasicsResources|resource types]] now supports HTML.
-* When logging in for a visit on the kiosk or log listing by Other ID or Other ID2, it will no longer prompt the user to select the student from a list (i.e., it will skip straight to login like regular IDs do).
+* When logging in for a visit on the kiosk or log listing using Other ID or Other ID2, it will no longer prompt the user to select the student from a list (i.e., it will skip straight to login like regular IDs do).
 </onlyinclude>
 [[Category:TracCloud_Blog]]
 </div>

TracCloudWhatsNew2024-10-31 1: Difference between revisions

From Redrock Wiki

Revision as of 14:53, 31 October 2024

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