We are enriching BizzStream with more and more functionality. Because we want you to participate in building the best possible platform, we give you the opportunity to add feature requests and vote for the best ones. We will prioritize the features and plan them on our roadmap.

0
Done

Showing when filters are active

pvdlageweg 2 years ago • updated by Bram Nieuwenhuize 2 years ago 3

As a User I want to see when filters are active, even when the filter settings are collapsed.




A request by VanMeijel


Sprint July 4 2016 - July 29 2016
0
Done

Make visual distinction between Overview and Document on Desktop

pvdlageweg 2 years ago • updated by Peter van Meijel 2 years ago 8

As a user I would like to have a better visual distinction between being in a Document Overview or in a Document (with lines)


A request by VanMeijel.

Sprint August 3 2016 - 31 2016
0
Staged for Release

Add option to add creator / modifier document automatically to Access Group

Bram Nieuwenhuize 2 years ago • updated by Kilian Kielman 2 years ago 11

As an administrator, I would like to be able to enable adding the user to a particular Access Group when a document of a particular document definition type is being created or updated by this user.


To do so, we add two new entities that can be added to the default members of an access group:

  • Creator
  • Modifiers

Adding the Creator and Modifier entities

The user can add these entities by click on Add. The popup box appears and the user can select Creator:



Likewise, the user can also add the Modifier.


Using the Creator and Modifier entities

When a document is created and the Creator is added as default access group member, the user is added to the particular access group (if the user is not already member).


Likewise, when a document is modified and the Modifier is added as default access group member, the user is added to the particular access group (if the user is not already member).


Creator/Modifier Members of Default Access Group

The Creator and Modifier entities can only be added as default members of an access group (on the document definition page). They cannot be added as members of a document.


(Theoretically, we could add the Creator as a member of a document. However, this is not possible for the modifier because we only know the last modifier. So to keep the usage of Creator and Modifier consistent, they can only be added as default members).

Sprint 26 October 2016 - 22 November 2016
0
Done

Render system fields (_id, _createdOn etc.) in Templates

Bram Nieuwenhuize 2 years ago • updated by Peter van Meijel 2 years ago 4

As a administrator, I would like to be able to render system fields, in particular _id, so that it's possible to generate url's to the related document.


The following fields contain times in the ISO 8601 format (e.g. "2016-08-22T14:37:05.236Z") rather than the usual date format (e.g. "2016-08-22") or time format (e.g. "14:37"):

  • createdOn
  • lastModifiedOn

We should ensure that the formatting options for date and time (see http://support.bizzstream.com/topics/426-template-layout-expressions/) can be applied on these fields. For instance, we should support the following expressions:

{!_createdOn{"format":"MMM DD YY"}!}
{!_createdOn{"format":"HH:MM"}!}

Sprint 26 October 2016 - 22 November 2016
0
Done

Execute scripts via REST call

Peter van Meijel 2 years ago • updated 2 years ago 2

As an administrator, I would like to execute scripts via a rest call so that I can easily integrate other applications with BizzStream via webhooks.

0
Done

Set filter method in reference fields

Peter van Meijel 2 years ago • updated 2 years ago 11

As an administrator, I want to control how the filter in reference fields work so that I can optimize the filter for the use case at hand.


Currently, reference fields show records that contain the text entered in the search input. In some cases, this is not desirable.


We therefore add a field to the reference field settings that determines the methodology:


This field is required and has three options:

  • Contains
  • Begins with
  • End with

Obviously, the reference field has to behave according to the option selected by the administator.

Sprint 1 September 2016 - 27 September 2016
0
Done

Make release notes accessible in BizzStream

Peter van Meijel 2 years ago • updated 2 years ago 4

As an administrator, I would like to see the release notes so that I know which new functionality is available.


When I open BizzStream on my desktop, a welcome screen is shown. The 'website' icon will be replaced with a release notes icon:


The Release Notes Icon is accessible for all users.


BizzStream saves the date when the user last opened the welcome page. If new features were released since then, a indicator is shown (the red circle in the mockup). Furthermore, a notification will be displayed: "There are new release notes. Click on the release notes icon to open them."


When I click on this icon, I see an overview of the features:


In the overview, 3 columns are displayed:

  • Date: The date on which the feature/bug fix is released
  • Description: The description of the feature
  • Type: Whether the release not relates to a feature of bug fix

By default, there is a filter (that the user can change) that shows only the newest features. For example, there are two features released:

  • 25 June: Additional information to about page
  • 15 June: Permissions on documents


When I click on a feature, the feature page opens:

If there is documentation related to the feature, the Show Documentation button is shown. When the user clicks on it, a new window opens with a link to the documentation. Depending on the user settings, the English or Dutch documentation is shown.

Also an extra button 'walkthrough' will be available.


Release notes are only made in English.

Sprint August 3 2016 - 31 2016
0
Done

Document Scheduler / Calender View

Peter van Meijel 2 years ago • updated 2 years ago 12

As an user, I want to see documents in a calendar view so that I can easily work with time-based documents such as workorders.


The story as described by Theo is requires us to display documents with two definitions at the same time. This has impact on the current structure of our layouts, menues, and overviews. After a discussion with Theo and an a look at the needs of our current clients, we decided to implement a version with just documents from one document definition.


To implement this story:

  1. The administrator needs a layout editor for schedulers
  2. We should be able to select scheduler layouts in the menu editor
  3. We need to implement the scheduler

The Layout Editor

To create a new scheduler layout, the administrator goes to:

  1. Setup > Layouts and clicks on New.
  2. The New Layout window opens and the user can select a Scheduler Layout:
  3. The layout editor opens.


The layout editor for scheduler layouts consists of a couple of areas:

  1. Title; This is similar to the other layouts and can be edited by clicking on the pencil icons
  2. Filter fields: This is similar to the overview layout. Fields can be placed in the filter by dragging them
  3. The impression of the scheduler layout. This impression is based on the properties of the scheduler (4). It has a white fade over it and a label "Impression" to indicate that it is an impression.
  4. The properties of the scheduler layout.

The scheduler layout has a couple of properties:

  • View Type: Either timeline or time period. A timeline shows resources on the y-axis and time on the x-axis. (Just as in the impression). The time period shows days on the x-axis and time on the y-axis. This is a required field.
  • Default Period: The default period of time that the scheduler shows. The values are day, week, workWeek, month. This is a required field.
  • Resource (only in the case of a Timeline view): This indicates which field contains the resource to be placed on the y-axis.
  • Start Date: The field in the document definition that indicates the start date of the activity
  • End Date: The field in the document definition that indicates the end date of the activity
  • Start Time: TThe field in the document definition that indicates the start time
  • End Time: TThe field in the document definition that indicates the end time

When a property changes, the impression updates as well.


The administrator can save the layout by clicking on the Save button.


The menu editor

The menu editor remains very similar. However, it now also has to accept Scheduler Layouts in the Overview Layout combobox:


Rendering the scheduler

When the scheduler has been associated with a menu, we can open it via that menu:

The scheduler opens on the current time, in the selected default time period. On other words, if I select workWeek as time period, the scheduler shows Mon - Sun of the current week. In the case of a period view, we simply query all the documents in the time period visible. Only the documents to which the user has read access are visible.


In the case of a timeline:

  • We query all the resources that meet the filter set in the layout
  • We query all the documents in the time period

What if a document contains a resource to which the user does not have access? In that case, we see a resource ID in the resource column.


When the user has create permissions for the initial status, the user can create a new document by dragging a box in the scheduler. The detail view opens and the configured fields for start date, end date, start time, and end time get a value if these fields are part of the layout and the user has edit permissions on them. If there are initial values set on these fields, the initial value is overruled by the value retrieved from the scheduler.


The user can open a document by double clicking on it. BizzStream opens the document configured in the menu item.

Sprint August 3 2016 - 31 2016
0
Done

Send e-mails from scripts

Peter van Meijel 2 years ago • updated 2 years ago 5

As an administrator, I would like to send e-mails with scripts so that I can precisely control when these e-mails are sent.


To do so, I would like to make the following method call:

bizzStream.sendMail(document,subject, content, from, attachments, recipientAccessGroup, otherRecipients)


The parameters mean the following:

  • Document: The document on which the e-mail is based.
  • Subject: A string containing the subject. This string may contain placeholders.
  • Content: The content parameter could be one of these parameters
    • name: The name of the template with the content of the e-mail
    • id: The ID of the template with the content of the e-mail
    • content: An HTML string with the content of the e-mail. This string may contain placeholders.
  • From: The from e-mail address. This field may contain placeholders.
  • Attachments: An array of names/ids of the templates that are attached to the e-mail.
  • recipientAccessGroup: An array that contains the name of the access groups that contain the recpieints
  • otherRecipients: A string that contains the e-mail addresses of other recipients. This string may contain placeholders. The e-mail addresses are separated by commas.

In the case of the Maxedy Pizza environment, the call may look like

bizzStream.sendMail(
    serverDocument,
    'An order has been placed,
    '4RXKnMCT4vWCPrfij',
    'support@customer.com',
    [],
    ['deliveryBoys'],
    'support@maxedy.com'
);

Sprint 1 September 2016 - 27 September 2016
0
Done

Change global e-mail address

Peter van Meijel 2 years ago • updated 2 years ago 4

As a user, I want to be able to change my global e-mail address so that password verification e-mails get delivered.

A user has two e-mail addressed:

  • The global e-mail address should be unique and is used to send password verification e-mails.
  • The environment e-mail address is used to send environment based information (via Send E-mail rules).

Currently, the user is only able to change his environment e-mail address, but not his global one. So we should give the user this option.


The users popup for administrator
I would like to change the popup for the administrator a bit:

This dialog makes now a distinction between the global settings (username, e-mail address) and the environment specific settings (language, e-mail). The fields ID, Username and Email are readonly.


The profile popup
The profile popup should be changed in a similar fashion:

Again, there is a distinction between global and environment specific settings.


Change of e-mail address
When the user changes his global e-mail address, a verification mail should be sent. When the user changes his environment specific e-mail address, no verification mail is sent.

Sprint 1 September 2016 - 27 September 2016