Category: Summer 2021

Often times, users have found themselves needing to generate multiple reports for a given project with slightly varying configurations. Even if a similar configuration existed, users would have to build a new report from scratch. This week’s feature addresses that problem by allowing users to duplicate existing report configurations.

This new duplicate feature has been implemented as an additional button in both the detail view’s action bar for an individual report, and the list view’s batch action bar when selecting multiple items. Duplicated reports will have the exact same report sections and section options as the parent report at the time of duplication, with the word “Copy” appended to the name to differentiate it from the original. After creation, the duplicate can be modified freely without effecting the original, drastically reducing administrative overhead in the Report Generator section.

As with all of our features, we welcome any feedback to further improve your user experience moving forward. Please submit any recommendations or ideas to “support@cxalloy.com”.

This week’s feature release is the long awaited addition of a People section to the Report Generator. Users can now add a People section to their reports, which will include the name of all users in the project, as well as their email, phone number, company, and role.

As with all of our features, we welcome any feedback to help us make any additional improvements.

We’ve previously received a number of reports from users regarding accidental navigation away from a page while editing an item. This week’s update adds a notice warning users of potential data loss, and providing the opportunity for users to verify or cancel any attempts to leave the page before saving.

This warning only applies to the direct edit of an existing item, but the framework for this feature will allow us to to address any future requests for similar functionality in other areas as well.

Generally speaking, we don’t enforce unique names across most sections of CxAlloy TQ. However, this has occasionally led to situations where users accidentally create duplicate entries for companies that already exist.

To address this problem, we have made it so that attempts to add a new company at the project level will default to using the existing account level entry when a duplicate is found.

On selection of an existing company, the form will change to update the existing entry instead of creating a new one.

Additionally, we’ve added the dropdown search that was already being implemented for the project People list to the Account people list as well.

Users can still add a new company with the same name as other existing companies by typing the name in the search dropdown and hitting the Enter/Return key without selecting an existing entry from the dropdown.

With this update, we hope to eliminate the addition of redundant company entries at both the project and account level, while still allowing multiple companies with the same name to exist if desired.