Creating templates and forms using AI, plotting dependencies on the Gantt chart, logging in with Google, map fields and much greater flexibility in reports, the sidebar and time tracking.

What have we added?

• You can now create workflows and templates (tickets) using AI: describe what you need and choose either a basic ticket or a detailed ticket (workflow) with sub-tickets, checklists and a sample schedule. You can enable this in the AI settings under ‘Administration’.
  
• As well as templates (see above), you can now also Creating forms with AI: Describe the form, review Neoforce’s proposal for fields and settings, and accept the ones you want. This can also be enabled in the AI settings.
• The values in the ‘Arrival’ lookup list for tickets may include an AI instruction, and the AI ticket intake now fills in this field as well.
• Users can now – in addition to Microsoft – log in using their Google account as well. Use Neoforce’s shared registration or your own registration in Google Cloud. This is disabled by default; you can enable it in the security settings.
  
• Five new audit reports under management, to export to XLSX and PDF: users without two-factor authentication, tokens and API access; administrators and sensitive authorisations; deleted and archived records; and administrator access and failed login attempts.
• The history The list of users and authorisation groups now shows which authorisations have been added or removed.
  
• In the Gantt chart Using a template, you can now build the workflow yourself: adding and removing dependencies and change the duration of a sub-ticket template by drag the bar.
  
• In the Gantt chart To draw dependencies between subtickets, drag the circle at the start or end of a bar to another subticket. You can drag, stretch or shrink subtickets to change their start and end dates; the changes are saved automatically.
• The sidebar icons now have colours to make them stand out more clearly.
• Main tickets (for extended tickets only) display the recorded and estimated times of their sub-tickets, along with totals and the option to use the total as the estimated time.
• Reports can compare two filters (or a filter showing all items) side by side, including in charts, exports and on the customer portal.
• When grouping a report by a date field, you can choose how the date is displayed: year and quarter, week, day of the week or hour.
• Bar charts in reports can now be stacked, with a legend that allows you to show or hide groups.
• A report used as a KPI is used in a dataset schema can now also be displayed as diagram.
• Portal forms have new field types: integer, decimal number, switch, photo, website and telephone number. Neoforce can also suggest these when building with AI.
• Table fields in portal forms now also support columns for time, toggle switches, radio buttons, tick boxes and telephone numbers.
• The new field type “Warning (blocks submission)” prevents a form from being submitted whilst the warning is visible.
• Portal forms can now be exported and imported.
• Suggested wiki articles now open in a window (‘modal’) within the form, with buttons to open the article, cancel the form or close the window.
  
• The login page and the background image The customer portal now supports more images, whereby these can be displayed at random.
• Upon request, tickets display the people linked to the applicant, whom you can link and unlink directly there. You can enable this feature in the ticket settings under ‘Management’.
• When replying to a ticket by email, the CC recipients from the most recent email received are automatically filled in.
• On the notification card you can now also immediately template select the new ticket.
• When create You can also use a ticket to add files directly.
• Posts in a timeline copy or move to the timeline from another item, and you copy a direct link to a timeline item via the menu.
  
• Empty buckets In the bucket view, buckets can now be displayed as a narrow strip, and you can drag them to make them wider or narrower. This setting is saved for each user.
• Tickets and projects display a stopwatch icon on the time tracking tab for as long as someone is tracking time on them, showing who is tracking it, since when and for how long. The browser tab shows the elapsed time on your own stopwatch.
• The time tracking for a ticket displays a progress bar showing the actual time worked against the estimated time, per person.
• The time-tracking system has separate columns for practitioner, team, date, start time and end time, which makes it easier to analyse exports. Managers can also edit entries directly from the overview.
• Projects can have a fixed project price have. The project shows the price it was sold for compared with the cost of the time recorded.
• Promotions can be a sales– or purchase invoice create (action type “Invoice”), for example to invoice subscriptions on a regular basis.
• Reservations of spaces can be in both directions are synchronised with the Outlook resource mailbox of space.
• New field type “Map (location)” for additional fields and datasets: select a place using an address, coordinates or your current location, and see it marked as a pin on a map.
• Asset fields can be a mapDisplay the (-field) showing the locations of the linked assets. There is also a new field type, “Asset – multiple”, which allows multiple assets to be linked within a single field.
• Fields relating to organisations, customers, suppliers, locations, people, rooms and assets can additional information from the selected record, displayed below the field, such as an organisation’s address.
  
• Telephone numbers and email addresses (for individuals) have a button to call or email directly.
• Neoforce warns if there is already someone with the same name or email address.
• The sidebar can display folders to group links. Hyperlinks and filter links can have their own colour, and the sign-up card can be added to the sidebar.
  
• On a desktop computer with a mouse, you can make the sidebar, the admin menu and the side panels wider or narrower by dragging the edge, and reorder the sections of the admin menu.
• Lists can display all their items by setting “Items per page” to ∞ (unlimited) to choose from; as you scroll, more items are loaded.
• Notifications display a round icon showing the sender’s photo or initials, and you can choose whether email notifications are forwarded ‘smartly’ or ‘always’.
• Italian, Polish, Swedish, Finnish and Danish are now available as languages.

What did we change or fix?

• Importing emails (tickets and invoices) will no longer create duplicate tickets or invoices when Microsoft is temporarily overloaded.
• Saving a dataset record without the right to edit it could result in a duplicate record being created. The ‘Manage Schemas’ function now only grants read access; editing or creating records requires specific permissions.
• Users who do not have the right to manage time entries can no longer amend or copy other people’s entries.
• Approvers in the customer portal can reopen a ticket after they have approved or rejected it, and an approver no longer disappears when you change a single detail of the ticket.
• The start date of a ticket is no longer overwritten when the ticket is saved again or its status changes.
• Converting an extended ticket with sub-tickets into a standard ticket now requires confirmation, and a ticket can only be linked to an existing extended ticket, including via the API.
• Sub-tickets remain visible even when their parent ticket has been archived or is in the bin.
• Manual sorting in the bucket view now saves the order of the entire bucket, and loading more tickets does not skip any or repeat any.
• Synchronising the Outlook calendar no longer stops when two appointments have IDs that start with the same characters, and appointments no longer appear twice in the calendar.
• A scheduled time-based event is executed again at the scheduled time.
• Hyperlinks and filter links in the sidebar no longer disappear after you save your settings, and links that administrators set as defaults remain in place after you change the sidebar.
• The API now accepts a response when creating an item (including via email), checks assets in the same way and provides clear notifications rather than error messages. Multiple email addresses and telephone numbers can be set up for an organisation via the API.
• The VAT rate for a new organisation is set correctly straight away, based on the country.
• If a value in a field is too long – for example, a very long telephone number – a clear message is now displayed instead of a fatal error.
• Pressing Enter in the time recording window saves the entry once instead of deleting it.
• When copying a ticket, planner item or report, the project, release, organisation and filters are retained.
• API tokens that expire are no longer automatically deleted but are deactivated, and all changes to tokens are recorded in the system log.
• When you create a form using AI, the form is displayed alongside the chat, and you can edit, delete and rearrange existing fields. After the AI has generated a title, you can restore the original title at the click of a button.
• The wiki suggestions in portal forms find far more results: they search across all fields, ignore stop words, also find other forms of a word, and display the best articles first.
• The time-logging table for a main ticket now also includes entries from sub-tickets, including in exports. Confidential tickets are marked with a padlock.
• The email address in the ‘To’ field will automatically follow the applicant and their organisation when you select a different applicant.
• Dark mode features a calmer colour scheme with more readable charts, tables and search results.
• The lines between subtickets in the Gantt chart are clearer and show what comes before and after each bar. The bucket view displays tickets in a compact format and scrolls more smoothly whilst dragging.
• The upload fields for the banner, the login background and the logos are clearer, with a preview before you save.
• Spelling mistakes in the Dutch translation have been corrected.
• Various minor layout issues have been resolved, including those affecting the top bar, tooltips, long page titles, notifications and the display in Safari.

As you’ve come to expect from us, we’ll be rolling out this update to all production environments on Wednesday evening (outside of production hours)!

Still have questions?
Please feel free to contact our support team!