Update to Flows - New Exit Button And More!

What’s New

We’ve added some great new functionality to TrackVia Flows!  

Proceeding through an empty view

We’ve heard from our customers that sometimes their users will encounter a flow where there are no records to view and/or edit. We’ve added some new functionality that allows you to configure views steps to allow your user to proceed to any other Add step in your flow, or exit back to their dashboard, so they won’t get stuck again!

To set this up,

  1. go to the flow builder.  

  2. On View steps, there is new configuration option to “Select a workflow step a user can proceed to if no records are present in the view:”

  3. Click the dropdown and you’ll be shown a list of available Add steps you can proceed too.

  4. We’ll automatically draw a dashed line on the flow to indicate the path of the alternative step. You can drag the line around as you need, to help fit best in your flow drawing.

When your users encounter that view step in the flow and there are no record, they now have a couple of options:

  1. Exit workflow. Clicking this will return them to their dashboard where they started.

  2. Go to <alternative add step>. Clicking this button will direct them to the Add form you configured.

Exit Button & Navigation

We’ve added a brand new exit button on flows! We heard from you that many of your users would get confused or not know how to appropriately exit out of a flow. We’ve also heard that some users would inadvertently click on navigation elements like record navigation on forms, Link to Parent navigation or breadcrumbs. So, we’ve done a few things:

  1. Eliminated many navigation elements while in a flow. We removed breadcrumbs, Link to Parent navigation and record navigation whilst users are in a Flow. This will help keep your users within the flow so they can get their work done and not get lost.

  2. Added an Exit button while in a flow - this gives your users a way to explicitly get out of the flow and be returned to their dashboard.

There isn’t anything to do, this works automatically!

What’s Fixed

We also fixed a number of bugs and made some smaller enhancements in our Flows builder:

  • Added a Cancel button to the condition builder for decisions

  • Fixed an issue when a user is in a flow, an error that a variable is no longer included on the workflow is displayed when in fact the variable has been either switched to another existing field or removed completely.

  • Fixed an issue where a variable does not work on a flow if the field the variable should be populating is the dependent field on a dependent dropdown.

  • Enhanced our error handling to address an issue where a flow that has an Edit step with no view step can still be saved, however then strange behavior occurs when you go through the flow.

  • Enhanced our flow validation to ensure that an End step is included when saving a flow.

Product Release Notes

  1. June 2020 Platform Maintenance
  2. TrackVia Mobile - Dashboards Reimagined!
  3. TrackVia's New Look
  4. Update to Flows - New Exit Button And More!
  5. Advanced Link to Parent
  6. New and Improved Lanes View!
  7. Introducing Backup and Restore!
  8. View Filters + Web Maintenance
  9. Android Mobile App v2.24.1: Resolved Workflow Decision Conflict
  10. February 2020 Web Maintenance
  11. iOS Mobile App v4.5: Voice Memo, Barcodes, Manual Sort, and Charts
  12. iOS Mobile App v4.4.2: Resolve Unintentional Logouts from the App
  13. Web Maintenance January 2020
  14. Web v20.10: New Permission & Enhancements to Bulk Select
  15. Android Mobile App v2.23: Side by Side Multi-Select and Maintenance
  16. December 2019 Web Maintenance
  17. Microservices Update
  18. iOS Mobile App v4.4.1: Login to Sandbox Environment
  19. iOS Mobile App v4.4: Locations, Directions, and Maintenance
  20. October 2019 Web Maintenance
  21. iOS Mobile App v4.3.1: Logout Issue Resolved
  22. October 2019 Platform Maintenance
  23. Introducing Pivot Views!
  24. Android Mobile App v2.21.7: Maintenance Release
  25. iOS Mobile App v4.3: Sync Center Enhancements and Maintenance Release
  26. September 2019 Platform Maintenance
  27. September 2019 Web Maintenance
  28. iOS Mobile App v4.2 Maintenance Release
  29. August 2019 Platform Maintenance
  30. Android Mobile App v2.21.6: Maintenance Release
  31. Introducing TrackVia Integrations!
  32. Android Mobile App v2.21.5: Maintenance Release
  33. August 2019 Release Notes: Web Maintenance
  34. iOS Mobile App v4.1: Updates to Grid Views, Multi Select Widgets and Date/Time Stamps
  35. June 2019 Maintenance
  36. New in Mobile: iOS v4.0 - Simplified Offline Data Sync
  37. iOS Mobile App v4.0: Release Notes
  38. May 2019 Release Notes: Web Maintenance 2
  39. May 2019 Release Note: Web Maintenance
  40. App Script Constants!
  41. April 2019 Release Notes: API Maintenance
  42. Entity Relationship Diagram Improvements
  43. Improved Lanes View!
  44. December 2018 Release Notes: Web Maintenance
  45. Custom Mail Settings!
  46. November 2018 Release Notes: Platform Maintenance
  47. October 2018 Release Notes: Maintenance
  48. Improved User Management
  49. Views & Quick Filter Updates
  50. July 2018 Release Notes: Maintenance
  51. June 13, 2018 Release Notes: Maintenance
  52. May 25, 2018 Release Notes: Sandbox Environments
  53. May 2018 Release Notes: Deprecating TLS 1.0 & 1.1
  54. April 23rd Release Notes: Maintenance
  55. April 18th Release Notes: Maintenance
  56. April 10th Release Notes: Maintenance
  57. March 2018 Release Notes: Maintenance
  58. February 2018 Release Notes: More Intelligent Saving & Other Notes
  59. January 2018 Release Notes: Maintenance
  60. December 2017 Release Notes: Offline Editing on Android
  61. November 2017 Release Notes: Timeline | Calendar and Conditional Formatting
  62. September 2017 Release Notes: Maintenance
  63. August 2017 Release Notes: Maintenance
  64. July 2017 Release Notes: Maintenance
  65. June 27, 2017: TrackVia Introduces Flows!
  66. May 22, 2017: TrackVia Apple Watch App
  67. May 2017 Release Notes
  68. May 5, 2017: Better Connectivity Handling
  69. April 2017 Release Notes
  70. March 2017 Release Notes
  71. March 27, 2017: Single Sign On
  72. February 23, 2017: Winter Polish
  73. February 2017 Release Notes: Session Timeouts
  74. January 2017 Release Notes: Number Display Options & Min / Max

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