TrackVia Forms Modernization Update 

What’s New in Forms?

TrackVia’s Forms are evolving! We’ve modernized the look and feel of Forms throughout the system as the first part of a multi-phase project to improve end-user experience and functionality across our Forms product.

All the currently supported functionality you know and love in Forms is still intact, with the following highlights of some of the exciting changes coming your way with this release:

Modernized Visual Design & Enhanced User Experience

Modernized input and section design 

We’ve made enhancements to the visual design of both form sections and form inputs, using more rounded corners, a modern font, and updated border coloring.

Consistent iconography set for maximum readability

We’ve integrated a consistent iconography set, ensuring that all icons are uniform in size, stroke weight, and placement. This enhancement to visual consistency reduces cognitive load for end-users, ensuring that users’ attention is spent where needed. 

Field-level input enhancements

We’ve redesigned all inputs to reduce visual clutter and optimize for usability and data entry speed. Some particular field types that received major upgrades are listed below!

Date & Time: We’ve modernized and simplified the date & time picker, allowing users to specify date & time information in one seamless experience. 

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File Upload: We’ve modernized the file upload field input to better guide user upload, preview, and download behavior.

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Read-only Fields: We’ve redesigned read-only fields so their functionality and how they differ from other inputs are more visually clear. 

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Location Fields: We’ve updated the location field so that the map is now hidden by default to reduce clutter. We also updated the lat/long portion of the input to accept a variety of formats, including: 

• Decimal Degrees (DD)
• Degrees, Minutes, and Seconds (DMS)
• Degrees and Decimal Minutes (DDM)

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Link to Parent Fields: We have collapsed action items on Link to Parent Fields on smaller screen sizes to ensure the field value is readable. Note that on larger screen sizes, sub-action buttons will be fully displayed. 

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Text Widgets on Forms have been updated to support up to 65K characters to support more robust instructions, particularly for Public Web Forms.

Intuitive button placement

We’ve anchored the save button at the bottom right of the page. This adjustment aligns with natural eye flow patterns for a more intuitive submission process for end users and reduces scroll time. 

Improved Performance

Expedited load times

We’ve made enhancements to Form performance, improving Form loading speed, particularly on complex Forms with many Link to Parent, Dependent Drop Downs, and Multi-Select Fields.

Optimal performance across device sizes

We’ve made changes to ensure that Forms render and re-size smoothly, across multiple device types and screen sizes, including handheld devices.

Meeting Legal Accessibility Requirements

Ensuring all Forms meet AA-Level WCAG 2.1 Compliance Standards:

We’ve updated the baseline look and feel of Forms to improve overall readability and accessibility, ensuring that all the Forms you create are AA-Level WCAG 2.1 compliant. Custom background section colors and custom text colors are automatically adjusted to ensure that all text has sufficient contrast ratios to be readable while maintaining the ability to visually differentiate Form sections with custom coloring.  

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Improved keyboard navigation 

We've improved keyboard navigation in Forms and complex inputs to aid data entry for people with various disabilities, particularly those who cannot use a mouse due to motor impairments or visual impairments. 

What’s Fixed in Forms?

• We improved the load times for Form fields with Show/Hide rules applied to them.
• We fixed a situation causing issues with users utilizing a Form at the exact same time it is being edited by an Admin.
• We fixed an issue with setting custom colors on Gantt charts.
• We fixed an issue with Link to Parent Fields to ensure that search and add icons are no longer erroneously displayed on read-only Link to Parent Fields. Only the open record icon is shown. 
• We fixed an issue with Quick Filters not always filtering properly when filtering on checkbox fields. 
• When navigating into a record from a large view, we fixed behavior so that when you navigate back to the view you are taken to the most recent set of results you were previously on, not back to the beginning of the view results. 
• We fixed an issue with the Results screen showing incorrect results after importing data in some scenarios. 
• We fixed an issue with the size of the window when adding Child records not expanding appropriately to give users maximum real-estate for data entry.
• We fixed an issue with App Admin navigating to Sandbox accounts and being presented with a list of Roles from Production, instead of the proper list of Roles from the target Sandbox when gaining access to the Sandbox account. 
• We fixed an issue with date fields not populating correctly when entered via a mobile web browser (using a browser on a mobile device instead of the native TrackVia app).
• We fixed an issue preventing users from clicking on the name of a Child View allowing the Child View to reload without navigating the user away from that part of their Form. 
• We fixed an issue with text input lagging when entering text into fields on Forms with many Show/Hide & Dependent Dropdown rules applied. 
• We fixed a scrolling issue when attempting to scroll within dropdown menus when adding Child records to a Parent. 
• We fixed an issue with Forms that are assigned as Read-Only to a role not allowing the user to save when navigating to the Form in the context of a Flow.
• We fixed an issue with Default Values applied to Checkbox fields not loading on new forms. 
• We fixed a scrolling issue that was impacting Forms with minimized Child View sections.
• We fixed an issue with Dependent Dropdown relationship fields not saving selections properly when using the magnifying glass icon to search for results in the link to parent field. 
• We fixed an issue with Date/Time fields not formatting properly when attempting to copy and paste values into them. 
• We fixed an issue that was causing Child Records added via a Lanes View to not link to their Parent Records in some instances. 
• We fixed an issue with Default Values on a Form not properly triggering Show/Hide rules in some instances. 
• We fixed an issue that was affecting Forms with a saved Child View Section with no assigned Child Views in it. 
• We fixed an issue with autocounter fields being displayed with comma-separators unintentionally. 
• We fixed an issue with Link to Parent fields not updating dynamically to show the most recent records available when adding records on two tables with a bi-directional relationship.
• We fixed an issue with View Sections on Forms not aligning properly on Forms with sections hidden by Show/Hide rules. 
• We fixed an issue with Lanes Views and Pie Charts not rendering correctly or displaying all records when used as a child View on a parent form and expanded into fullscreen mode. 
• We added some extra prominence and heightened contrast on custom colors applied to Form Sections
  

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Overall, these combined changes should all yield Forms that also load and respond faster, contributing to a more delightful experience for end users & admins alike!