Release 1.7.3 (30-09-18) - Cycle through filtered requests, drag and drop uploads, document pagination, and department selection requirement for staff

New features in this release:

  1. Cycle through filtered requests by clicking < and > on the request page
  2. Drag and drop feature for uploading documents
  3. Document pagination on requests with more than 1500 documents
  4. Ability to require department selection for internal staff
  5. Miscellaneous bug fixes

Cycle through filtered requests by clicking < and > on the request page

Overview: You can now apply a filter on the All Requests page, click into a request, and scroll through your filtered requests by clicking the < and the > buttons on the request page next to the request number.

Things to be aware of:

  • If you make an update to a request that causes it to be removed from the previously filtered list, the request will remain in the sequence until you refresh the page or cycle to a different request. At that point, you will no longer be able to access that request by cycling through your filtered list.
  • If you click on the filter description link at the top of the request, it will take you back to the All Requests page with that filter applied
  • If you click on the X next to the filter description, you can remove that filter from the selection

Drag and Drop feature for uploading documents

Overview: If you have multiple documents that you need to upload to a request, you may have tried dragging and dropping them into the upload modal. Well, we now have a new and improved drag and drop feature! This will allow you to drag multiple documents or even entire folders into the uploader, and we've added a nicer interface as well.

How to use this feature: To upload documents using the drag and drop feature:

  1. Navigate to the request you'd like to upload documents to
  2. Click the paperclip icon as you would normally do to upload a document
  3. Select the files you'd like to upload in your finder or desktop, prepare to drag them into the upload window
  4. Drag and drop the files or folder on top of the document uploader
  5. Wait until your files have finished uploading
  6. (Optional) Change visibility setting of your documents and add a message if you are ready to release them
  7. Click SAVE.

Things to be aware of:

  • If you drag an entire folder into the uploader, you will see the upload status of each document in the folder. In a similar vein, your folder will not maintain the same folder structure once uploaded to NextRequest. You will need to create a new folder if you'd like to organize the files that way.

Document Pagination

Overview: We've added document pagination to help limit timeouts and allow for faster load times for requests with lots of documents. If you have more than 1,500 documents on a request, you'll now see numbers at the bottom of your documents section that you can click to move between pages. (We added this feature as part of a previous interim release, but thanks to your feedback, we've upped the number of documents per page to 1,500.).

Things to be aware of:

  • You will only see multiple pages of documents if you have more than 1,500 documents on a request.
  • If there's a folder near the bottom of a page, it may span to the next page when you open it. It will not all remain on the same page.

Change in document file size limit

Overview: There is no longer a file size limit (previously 5gb). Now, the speed in which your file uploads will depend on your internet connectivity and the size of the document, but there is no longer a limit.

Ability to require internal staff to select a department when submitting a request

Overview: To prevent more decentralized agencies from suffering from "orphaned" requests, we've added the ability to require internal users to select a department when submitting a request internally. In portal settings, when you check the box to require requesters to select a department, this will now apply to internal staff as well.

How to turn on this feature:

  1. Click ADMIN tab
  2. Click Portal Settings
  3. Click New Request Form
  4. Check the box for Allow Public Users to assign a department
  5. Check the box under that for Require staff and public users to assign a department
  6. Click SAVE

Things to be aware of:

  • If you were previously using a category called "No assigned department" or something similar for requests that didn't fall into a specific department, you can now make that a private department and route any requests with no department to that department internally.

Miscellaneous Bug Fixes

  • We've changed the screen that appears when an internal user tries to view a request that they don't have access to. Before this release, the user would see the same screen that the requester sees when they try to view the request while not signed in - a log in page telling them they couldn't view the request because they weren't signed in. Now, the screen will be different for non-requesters in that it will tell them that they don't have access to the request and a suggestion will be provided that they talk to an admin about granting them access.