What‘s New in Jodoo: November 2023

Abstract: This month, Jodoo is updated in the aspects of form management, data analysis, organizational management and open platform.

Welcome to Jodoo’s monthly update newsletter! We’re delighted to share with you Jodoo’s latest updates and optimizations that will take your data analysis to the next level. Join us as we explore the highlights of our November release!

Update newsletter

In November 2023, Jodoo was updated (V 7.8.0 and V 7.9.0) twice. For more updates, please go to the Update Log: https://help.jodoo.com/update

Key Updates

Open Platform

Adding a New Plugin — Location (Google Maps)

Location (Google Maps) plugin offers geolocation, reverse geolocation, facilitating location retrieval, and data input for forms. It allows you to obtain location-related information via Single Line or Multi Line fields, such as latitude, longitude, postal code, detailed address, and so on. You can also adjust the retrieved location as permitted.

For example, if an employee is making attendance remotely, this plugin can be applied to obtain his/her location for remote clock-ins, ensuring efficient and accurate record-keeping for employers.

Form Management

Optimizing the Field Filling Rule for Radio/Single Select Fields

In V 7.9.0, the field filling rules for the Radio/Single Select field are optimized when you set Data Filling for a Select Data field. This update helps avoid filling errors caused by inconsistent field types and improves the efficiency of form filling. Here are the details:

If you choose Fill into new fields, you can now add new Radio and Single Select fields directly to the current form.
If you choose Fill into existing fields, you can now fill the retrieved data into the fields of the same type within the current form.

Take the Employee Information form as an example: You can directly fill in the data (gender and head of department) into the corresponding fields.

Directly Jumping to the Data Source Form

During the app-building process, it is often necessary to navigate to the corresponding form to confirm or modify certain fields. With this update, you can directly go to the corresponding form for viewing or modifying data:

Module	Scenario
Form	• Data linkage: set the linked form. • Custom button: set the target form.
Dashboard	• Chart settings: navigate to the data source form.
Data Factory	• Input node: navigate to the data source form.
Automations	• Trigger: set the triggering form. • Triggered action: set the target form.

For example, you can jump from Data Linkage Settings to the linked form Basic Information.

For example, in the scenario of student grade calculation, you want to check the source form Student Grade.

Optimizing Available Options for Member/Members/Department/Departments Fields

1. Add new available options — All Members and All Departments.

After this update, the options of All Departments and All Members are added under the Available Options for Member/Members and Department/Departments fields respectively. These options allow you to select all departments and members from your company/team. This update is applicable to the scenario where you fill out forms and there is no need to restrict the range of departments/members.

For example, in the case of filling out an employee information form, if you select All Members under Available Options, employees can select a member from all the members within their company when filling out the form.

2. Optimize the management scope for sub-admins.

If you set Manage Scope for regular admins and app admins, Available Options will be changed accordingly when you add member/department fields to a form. To avoid unauthorized access risks in enterprise management, you can also manually modify the scope.

If you specify a department for Dept. with Permission, the default range will be Custom, and the department(s)/member(s) with certain permissions be selected automatically.
If no department is chosen, the range will cover all departments/members.

For example, if you assign Martin permission to manage the Tutorial department, the default range will be Tutorial under Available Options when Martin adds a department field.

Data Analysis

Selecting Dimension Fields for Pivot Subtotal

After this update, you can select dimension fields beside Field for pivot tables. The feature allows you to select specific dimensions for subtotal calculations. For example, you need to subtotal the sales revenue based on the regions.

General Feature

Allowing Switching Between Accounts on Mobile

Before the update, you couldn’t switch between accounts on mobile. Now you can tap Sign out on mobile to go to the login page and switch to another account.

Organization Management

Supporting the Admin Group Query

In Permission Center, we have added a new feature called Admin Group Query that allows you to manage all admin groups within the system. This feature also allows you to query admins and app permission scopes, and directly edit the query results.

For example, you need to query the management permissions of the admin Martin.

Supporting the Permission Set Query

In Permission Center, we have added a new feature called Permission Set Query that allows you to manage all permission sets within the system. This feature also allows you to query permission sets based on members, departments, roles, and apps, and edit members and permissions within the query page.

For example, you need to query Martin’s form/dashboard permissions and adjust the members and permissions in the reimbursement management group.

Optimizing the Business Management Structure

After this update, Management will be divided into five modules: Basic Info, Contacts, Permission Center, Management Tools, and Login & Operation.

Supporting App Admin Group

In Ver.7.8.0, a new permission level called App Admin Group is introduced to meet companies’ requirements for multi-level permission. With this update, you can set more concise permissions for members to manage forms/dashboards within apps. In this way, you can optimize permission management, thus enhancing business operations and reducing unnecessary costs.

Permission Operation/Range	Obtain Full Permissions for an App	Obtain Permissions for Some Forms/Dashboards
Edit forms/dashboards	Yes (allowed to edit all forms, dashboards, and all folders within an app)	Yes (only allowed to edit permitted forms/dashboards)
Create/delete/copy/move forms/dashboards	Yes (including folders)	No
Set App Management	Yes	No
Modify app information	Yes	No
Add/delete apps	No	No

For example, a manager needs to check the sales performance of the sales department and edit the Sales Details form. In this scenario, you can assign permission upon editing the form to the manager.