Wellsite Report Blog

Posted on March 17th, 2020 - Posted in Management | Project Management | Software Update

Release Notes – 2.6.6

New in Custom Forms

Dynamic Fields and Fieldsets

• Forms and equipment can implement our new dynamic “repeating” feature. This allows you to add or remove selected fields as many times as needed
• All forms can incorporate customizable fieldsets built specific to your needs
• So, why use Fieldsets?
  • Group and section-off any fields to organize your forms and make them more readable
  • Make them dynamic with the option to add or remove individual fields and entire sets
• To find out more or request these features, contact your Account Administrator!

Discard your outdated forms

• With one click of a button, Pro users can send their form submissions and equipment to the “recycling bin” at any time
• Clean the records and keep your forms relevant by discarding submissions that aren’t necessary
• And swiftly retrieve any “recycled” items and restore them
  • Keep in mind that this won’t permanently erase your data

• In short, easily control which forms are to be displayed and which are to be discarded then switch back and forth as needed

Export Forms and Equipment data

• Using our new dynamic fields? A second option for Excel exports will show up automatically allowing you to export data in two formats:
  • Horizontally, with field values listed on new columns
  • Or vertically, with field values listed on new rows

New alternative to display checkbox and radio fields

• At times, these fields contain a long list of options or simply the layout of the form could benefit from a different display. In order to address this, we added the alternative to display the options vertically, one item per line.
• Pro users make this choice, just contact your Account Administrator to adjust forms as needed

Even more improvements for Forms and Equipment

• Forms and Equipment PDF exports now list all checkbox and radio fields as displayed on our web app, thus offering a better visual
• Search and filter forms, navigate away or into a submission, now navigate back to the search results and find all your filters persisted
• Form submissions associated to a Project can be optionally shared as well, when that Project is shared
  • In other words, it allows Operators to view form submissions related to their Contractor Projects and vice versa

Other new features and improvements

• Search Incidents, Tasks or Projects filtering by Operator, be it external Operators, Operators registered with us, or in case of neither, by missing operator!
• Send mass SMS messages across your company to all personnel under a specified default base.
  • Save time by selecting multiple recipients at once
  • Tick one box to include all personnel from a selected base and set it to “default” only
  • Consequently, prevent users assigned to multiple bases from receiving duplicate text messages
• Multiple bug fixes

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