| summary | Updates ! The following release notes cover the changes made in the last versions of Tchooz. 1.36May 24th37September 11th, 2023 ---------- New features ----------Applicant file managementAdded tabs to organise your files.Added the option to rename your file.Files can be sorted.Forms New element available for budgets.---------- Improvements ----------Form builderPossibility to create and edit evaluation forms.Page templates can be modified.Option to upload document templates in Excel format.File historyDisplay of e-mails sent for this file only.Partners file managementFolders for unpublished campaigns are no longer displayed in the "Folders associated with the applicant" section.Copying of files can be limited to certain forms.Improved performance of the file list.Applicant file managementEnhanced personalised actions (e.g. allowing applicants to change the status of their file).Applicant formAddition of a "Phone number" field type, with a country code.Various improvementsHarmonisation of the style of evaluations exports.Referrers can open a file without having access to it until their request has been validated.---------- Partners file managementNew filtering system available (beta version, not activated by default).Change in the style of statuses, tags and associations on files to differientiate them clearly.Users associated with a folder are now displayed first.Registration formSimplification of the registration form.Password resetRedesign of the password reset system.Various improvementsImproved platform style model for easier customization.Addition of a column with the file tags on the list of evaluations.---------- Fixes ----------Form builderFixed problems with page templates. Some elements were not correctly duplicated and translations could be corrupted when using a page template.Letters generationCorrection of problems related to letters generation in certain use cases like inside an e-mail trigger.Fixed a problem that prevented a document from being generated if it had already been sent by an applicant.It is now possible to generate a document by selecting "All" the files in the list.ExportsMultiple corrections to exports.Various fixesCorrection of multiple time shifts (file history, documents, users, campaigns, etc.).Campaign names are now correctly translated in the banner at the top of the applicant formPartners file managementCorrection of a column shift in the list of evaluations.The list of documents in a file defaults to the order specified in the form builder.Profile spaceIf you change your first or last name, it will be updated on your account and the managers' lists.Internal messagingCorrection of translation management on reminder notifications.ExportFixed a bug blocking Excel export.Various fixesUnpublished emails are no longer displayed when filtering by category in the list of emails. 22th | 10pmSummer Party NightLorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat. Add To Calendar 1.35March 13th36May 24th, 2023 ---------- New features ----------File historyExports are now logged.Sharing a file to a user or a group is now logged.Changes to the file's application form can be logged (on demand, resource intensive).InterconnectionsInterconnection with SmartAgenda.Applicant file managementAdded tabs to organise your files.Added the option to rename your file.Files can be sorted.---------- Improvements ----------PDF exportsRedesign of the PDF export style.Reminder of the depositor's personal information in the header of each page.The form data is more readable.Hyperlinks and documents are functional.Internal messagingAbility to limit the profiles and groups receiving notifications.Addition of a parameter to indicate whether coordinators should be notified systematically.Added a column in the files list to display the number of unread messages in each file.Candidate formThe upload of documents within a page has been revised to provide a better understanding for depositors.Various improvementsAdded compatible fields when copying folders.Possibility to define personalized actions on your depositors' filesForm builderPossibility to create and edit evaluation forms.Page templates can be modified.Option to upload document templates in Excel format.File historyDisplay of e-mails sent for this file only.Partners file managementFolders for unpublished campaigns are no longer displayed in the "Folders associated with the applicant" section.Copying of files can be limited to certain forms.Improved performance of the file list.Applicant file managementEnhanced personalised actions (e.g. allowing applicants to change the status of their file).Applicant formAddition of a "Phone number" field type, with a country code.Various improvementsHarmonisation of the style of evaluations exports.Referrers can open a file without having access to it until their request has been validated.---------- Fixes ----------Form builderMoving an element between 2 groups was no longer possible.Letters generationIf a letter is indicated in a mail template, it is now generated when this mail template is used in a trigger for a file changing between status.The quotation marks generated by mailing tags were not properly transcribed in the final document.User managementCreating a user returned an incorrect error message if the specified email address was already in use.Sending emailsUsers who are not platform coordinators could not use an email template when sending an email manually.Internal messagingThe list of files in the notification now contains only the files to which the user is associated.Uploading a document from the internal messaging could prevent the documents in the corresponding folder from being viewed.Reminder for unsent filesIf the file was in a phase, the reminder used the dates of the initial campaign phase. Now it will use the dates of the phase. builderFixed problems with page templates. Some elements were not correctly duplicated and translations could be corrupted when using a page template.Letters generationCorrection of problems related to letters generation in certain use cases like inside an e-mail trigger.Fixed a problem that prevented a document from being generated if it had already been sent by an applicant.It is now possible to generate a document by selecting "All" the files in the list.ExportsMultiple corrections to exports.Various fixesCorrection of multiple time shifts (file history, documents, users, campaigns, etc.).Campaign names are now correctly translated in the banner at the top of the applicant form. 22th | 10pmSummer Party NightLorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat. Add To Calendar 1.34February 14th35March 13th, 2023 ---------- New features ----------Phase managementPhases allow you to manage the form visible by the depositors according to the status of their file.Possibility to link a phase to one or more programs (set of campaigns) or to campaigns directly.Possibility to enter a start and end date as well as an exit status when depositors validate the form.AnnouncementsInform your users of important information with a banner at the top of every page.InterconnectionsAdded an interconnection with the OAuth2 protocol.File historyExports are now logged.Sharing a file to a user or a group is now logged.Changes to the file's application form can be logged (on demand, resource intensive).InterconnectionsInterconnection with SmartAgenda.---------- Improvements ----------Form builderSave a page as a template to easily reuse it in other forms.File managementThe action bar is now fixed when scrolling vertically through the files list.The list is sorted by default on the date of submission of the files. The last file sent is therefore the first file displayed in the list.Changes made to a depositor's document are saved automatically.Various fixesRedesign of the home page in offline and online mode.Added an email when a user is deleted by a coordinator.Update of the SAML interconnection.---PDF exportsRedesign of the PDF export style.Reminder of the depositor's personal information in the header of each page.The form data is more readable.Hyperlinks and documents are functional.Internal messagingAbility to limit the profiles and groups receiving notifications.Addition of a parameter to indicate whether coordinators should be notified systematically.Added a column in the files list to display the number of unread messages in each file.Candidate formThe upload of documents within a page has been revised to provide a better understanding for depositors.Various improvementsAdded compatible fields when copying folders.Possibility to define personalized actions on your depositors' files.---------- Fixes ----------Payment on multiple filesWhen a depositor had multiple files to pay for, if they opened their different baskets on multiple tabs, the wrong fees could be applied later.PDF exportPDF export of the evaluation has been improved.A user with the right to export to PDF could not open the generated PDF if they did not also have the right to view the documents in the file.File managementThere was a one hour difference in the dates of the comments in a file.Some groups associated with files were not displayed in the folder list.Data copying between folders has been revised.Return of horizontal scrolling at the top of the files list.Various fixesWhen creating a form page, an error could occur when opening a file using this form.Improved internal messaging for mobile users.Documents filed by external users were locked if the document type was not associated to the campaign form.Corrections of some translationsForm builderMoving an element between 2 groups was no longer possible.Letters generationIf a letter is indicated in a mail template, it is now generated when this mail template is used in a trigger for a file changing between status.The quotation marks generated by mailing tags were not properly transcribed in the final document.User managementCreating a user returned an incorrect error message if the specified email address was already in use.Sending emailsUsers who are not platform coordinators could not use an email template when sending an email manually.Internal messagingThe list of files in the notification now contains only the files to which the user is associated.Uploading a document from the internal messaging could prevent the documents in the corresponding folder from being viewed.Reminder for unsent filesIf the file was in a phase, the reminder used the dates of the initial campaign phase. Now it will use the dates of the phase. 22th | 10pmSummer Party NightLorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat. Add To Calendar 1.33October 34February 14th, 2022 2023 ---------- New features ----------Account creation and activationWhen registering, the depositor is connected and directed to a waiting page while his account is activated by email. He can modify his email address on this page.Any account created from the coordinator space is activated by default.3 new actions are now available:Activate the user account: allows you to activate an account manually if needed.Block the user account: keep the account registered, but prevent the user from logging in.Unblock the user account: give the user the ability to log in again.Profile spaceDepositors can fill out generic information, such as their name, phone number or sample documents.These elements can be reused in their various files without having to upload them againPhase managementPhases allow you to manage the form visible by the depositors according to the status of their file.Possibility to link a phase to one or more programs (set of campaigns) or to campaigns directly.Possibility to enter a start and end date as well as an exit status when depositors validate the form.AnnouncementsInform your users of important information with a banner at the top of every page.InterconnectionsAdded an interconnection with the OAuth2 protocol.---------- Improvements ----------File managementImproved ergonomics of the files list filters, the list is now reloaded only when clicking outside the filter field.Improved display of radio buttons on all browsers.Various improvementsStabilization of the form builder.If a user has several profiles, a welcome message is displayed at login to simplify the change of roles.When previewing a document, it is now possible to hide the panel containing the document information so that the document is displayed in full screenForm builderSave a page as a template to easily reuse it in other forms.File managementThe action bar is now fixed when scrolling vertically through the files list.The list is sorted by default on the date of submission of the files. The last file sent is therefore the first file displayed in the list.Changes made to a depositor's document are saved automatically.Various fixesRedesign of the home page in offline and online mode.Added an email when a user is deleted by a coordinator.Update of the SAML interconnection.---------- Fixes ----------Various fixesDepositors can now correctly export the form when their file is in a phase. Previously, the button only exported the initial form.The creation of users has been simplified, the applicants profiles are now gathered under the name "Applicant". The selected applicant profile was not important because it is dynamically adapted according to the file opened by the depositor.Fixed a problem with the display of files details in the Safari browser.The display of lists and filters has been revised. 22th | 10pmSummer Party NightLorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat. Add To Calendar Complete release notes Payment on multiple filesWhen a depositor had multiple files to pay for, if they opened their different baskets on multiple tabs, the wrong fees could be applied later.PDF exportPDF export of the evaluation has been improved.A user with the right to export to PDF could not open the generated PDF if they did not also have the right to view the documents in the file.File managementThere was a one hour difference in the dates of the comments in a file.Some groups associated with files were not displayed in the folder list.Data copying between folders has been revised.Return of horizontal scrolling at the top of the files list.Various fixesWhen creating a form page, an error could occur when opening a file using this form.Improved internal messaging for mobile users.Documents filed by external users were locked if the document type was not associated to the campaign form.Corrections of some translations. 22th | 10pmSummer Party NightLorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat. Add To Calendar | page | {"id":"EJyr1dNQxAJdJguiodbJA","name":"page","children":[{"id":"xq8go2x2nzRB53Gl6mcmu","params":{"background":"#ffffff99","padding":30,"gap":10}1.33October 14th, 2022 ---------- New features ----------Account creation and activationWhen registering, the depositor is connected and directed to a waiting page while his account is activated by email. He can modify his email address on this page.Any account created from the coordinator space is activated by default.3 new actions are now available:Activate the user account: allows you to activate an account manually if needed.Block the user account: keep the account registered, but prevent the user from logging in.Unblock the user account: give the user the ability to log in again.Profile spaceDepositors can fill out generic information, such as their name, phone number or sample documents.These elements can be reused in their various files without having to upload them again.---------- Improvements ----------File managementImproved ergonomics of the files list filters, the list is now reloaded only when clicking outside the filter field.Improved display of radio buttons on all browsers.Various improvementsStabilization of the form builder.If a user has several profiles, a welcome message is displayed at login to simplify the change of roles.When previewing a document, it is now possible to hide the panel containing the document information so that the document is displayed in full screen.---------- Fixes ----------Various fixesDepositors can now correctly export the form when their file is in a phase. Previously, the button only exported the initial form.The creation of users has been simplified, the applicants profiles are now gathered under the name "Applicant". The selected applicant profile was not important because it is dynamically adapted according to the file opened by the depositor.Fixed a problem with the display of files details in the Safari browser.The display of lists and filters has been revised. 22th | 10pmSummer Party NightLorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat. Add To Calendar Complete release notes 22th | 10pmSummer Party NightLorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat. Add To Calendar |
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