Universal Search, Expanded Search Filters, Data Collection & Survey Instance Management, System Field Export, etc
Theme: Organizing
Searching: Making it easier to find records, add participants to groups, and search across entities
Organizing: Better data collection and survey process management, more navigation control.
Release Features
Set of tools for finding records, managing data collection instances, and simplifying navigation. View full Release Notes here
- Search Features:
- Improved Search Filters: by Groups, System Fields, Primary Worker
- Universal Search: search participants and organization together
- Add Group Members: search capabilities added
- Data Management Features
- Bulk Survey Updates: close all in progress survey instances or start all pending instances for a survey or a data collection
- Export System Fields: created date, modified date, who by, source
- Navigation Improvements
- Create-New-Save Action: choose where to send users after they save a new participant / organization (search, doc folder, reopen record)
- Viewer Role: improved user experience/fixed bugs for standard role
- Random Refinements