New and improved

Job status workflows

Workflow schemes can now be configured to control which statuses are available when changing the status of a job

Control which statuses are available based on the the current status
Control which statuses are available based on the current user type or group
- When changing a status, the options will be filtered for the current user based on their user type or group
- If the user has admin privileges, they can override the workflow restrictions using the Override workflows option upon status change
Workflows can be defined globally for all job types, or can be defined at the job type level
This feature requires an add-on. Please contact Loc8 support for more information.

Job type configuration options have been expanded

Job types now support nested types, up to one level deep, for more effective filtering and reporting
Job types now support a default priority for new jobs
If the add-on is enabled, job types now support Workflows

Several improvements have been made to visits

Visits now support statuses, including
- Draft, Open, In progress, Complete and Cancelled
- New visits are typically created as Incomplete, then requiring an optional subsequent user action to mark them as In progress, Complete or Cancelled
The definition of Previous and Next visit on a job has changed, where
- Previous is now the most recently completed visit, instead of simply the most recent visit by date/time
- Next is now the oldest incomplete visit (i.e. most overdue), instead of simply showing the next visit by date/time
- This definition change applies to all contexts, including the job workspace, calendar/agenda, and job automations
When managing visits against jobs, they are now grouped in three separate tabs
- Incomplete, ordered from oldest to newest (i.e. most overdue first), including visits in the statuses of Draft, Open and In progress
- Complete, ordered from newest to oldest
- Cancelled, ordered from newest to oldest
A new bulk Schedule visit action has been added to jobs, which supports
- Creating a new visit for the selected jobs
- Rescheduling the oldest incomplete visit (i.e. most overdue) instead of creating a new one
  - If a selected job has no incomplete visit, the bulk action falls back to creating a new visit
A new View status history option has been added to the visit inspector

Several improvements have been made to automation and message related workflows.

Job automations now support Job assignee, Visit assignee and Next visit assignee conditions
Assignee conditions now support clearer comparison behaviour for matching one or more assignees
New automation triggers have been added for job messages and job comments
Message based automation conditions now support sender and subject or content matching
Message based template variables now support message subject and comment content
Automation generated messages can now be viewed against the initiating entity. For example, if an automation triggered a message against a job, that message is now visible in the messages tab on the job inspector
HTML tables are now supported in outbound emails

Several improvements have been made to file and attachment handling.

A new Association filter has been added to the files area on the job inspector to make it easier to see where the attachments came from
Form generated images and attachments are now associated to the entity that initiated them
File upload and download handling has been improved in supported attachment workflows
Multiple file download handling has also been improved

A number of browser components and workflows have been updated.

The contact list selector has been improved to match the earlier behaviour used in the previous browser implementation
These contact list selector improvements affect assets, sites, customers, invoices and quotes
Date custom fields now accept dd/mm/yyyy input
Date handling is now more consistent between imports and custom field entry
Where a time is supplied with a date, that time is retained
Where no time is supplied, the date defaults to 12:00am
Pending task and explore icons have been updated

An issue that prevented attachments from being added during a visit status change has been resolved
An issue that caused errors when using global search in jobs has been resolved
An issue that prevented PDFs from being sent from the share workflow has been resolved
An issue that caused Add activity actions to be missing in the quote wizard and quote inspector has been resolved
An issue that prevented the edit option from being shown in the activity inspector has been resolved
An issue that caused the Has accrued charges filter to not return the expected results has been resolved
An issue that caused errors when bulk updating quote custom fields has been resolved
An issue that prevented bulk deleting jobs from working correctly has been resolved
An issue that prevented Tech basic users from editing the description and reference fields in the job wizard has been resolved
An issue that caused URL custom fields to continue rejecting valid values after an earlier validation error has been resolved
An issue that caused values entered into some custom fields to affect other fields in the same field group has been resolved
An issue that caused errors when opening form templates has been resolved
An issue that caused errors when approving a quote through public view has been resolved
An issue where changing a user to the same status did not update related details has been resolved
The Email already in use message shown during user creation has been improved