Posted in New Features | Tagged as: column, documents, excel, field, filter, grid | No Comments »
Some of the ways we look to improve ReadySuite is by offering our users ‘less-clicks’ to features. For example, since ReadySuite 3.0 we’ve had the ability to filter documents in the grid by a drop-down menu (similar to Excel). Using this feature allows user to select one, or multiple, criteria to filter on in a given column.
Additionally, each column has a more advanced ‘Custom Filter’ dialog which allows filter criteria such as less than, greater than, regular expressions and more. Given this, we wanted to make it even easier to filter on a particular column (and any value) by just right-clicking a cell.
In the above screenshot, you’ll see the new grid context-menu. Clicking ‘Filter by Selection’, you can add a filter to the column for that cell’s value. ‘Filter Excluding Selection’ will filter out that cell’s value from the column. ‘Remove Last Filter’ acts as an undo – so you can quickly get rid of the last applied filter. And then you can remove all the filters from the grid with ‘Remove All Filters’.
This feature (along with many others) will be a part of ReadySuite v4.1 – which will be available in February.
Posted in New Features | Tagged as: dat, edd, fields, filter, grid, import, readysuite, sort | No Comments »
We’re hard at work on some major new additions coming to the ReadySuite and ReadyConvert product lines. We’ll be discussing some of these in detail here as we get closer to releasing them.
First up, we’ve added the ability for you to specify data types for custom fields (aka metadata). An immediate benefit of this feature is how we allow you to sort and filter on columns in the grid. See illustration below – you can now filter on a date column by year, month and day.
In addition, date columns will be correctly sorted by oldest to newest or vice versa. Initially, we’re going to support the following data types: Boolean (Yes/No), Number, Decimal, Date, Time, Date/Time, Text and Memo. Other enhancements to the grid will allow you to correctly summarize number/decimal columns, see a checkbox for boolean types, and make coding changes using specialized editors in each cell.
With this change, we’ve added a new ‘Modify Fields’ dialog. Here you’ll be able to add, modify and delete fields. You can set a field to read-only mode by setting its Locked property, preventing accidental changes made to that field.
Fields will also support an export mask. This is particularly useful for Date fields. For example, if you specify an export mask on field ‘DATESENT’ and the date you imported was ‘2011-11-02’, on export you’ll be able to retrieve it as ‘11/02/2011’. You can specify export masks for Boolean, Date, Time, Date/Time, Decimal, and Number fields.
Further to supporting custom fields, we added an option to re-adjust the internal DOCID field. Using the Modify Fields dialog, you can set any field as the internal DOCID field.
In our next post, we’ll discuss how we’re adding support for saving projects.
Posted in New Features | Tagged as: delimited text, grid, metadata | No Comments »
Kick-starting our development blog again, we’re going to highlight some recent enhancements we made to the wizard for importing delimited text. This wizard is a staple to our product suite – it allows users to import data for filtering, linking, re-packaging and various quality control purposes.
In prior versions, during the import process, you would specify the field from your CSV/DAT file that would “link on” to the document identifier in the grid. We did not provide a method for you to change the field to link on in the data already imported. In the screenshot below, you can see we added an option to specify the “Link Field” – this is populated from all the fields available in the main grid display.
If you’re familiar with the old wizard interface, you’ll also notice we’ve cleaned up the display quite a bit. At the top, you can determine whether you want the wizard to add “new documents” or error if it is unable to link-to existing documents. You’ll also see the “Queue” – this is populated based on the number of documents already in the grid display. In case there is a filter applied, you can glance at the numbers listed there which indicate the available set of documents being updated.
Appending your import to data already in the grid is also a bit more streamlined – you can specify the separator field now. Further, if the value you’re appending is the same as the current value – that data won’t be added, preventing duplicate information.
Finally, one common request we’ve had is to allow duplicate entries to be processed from the delimited text file. In the past, if a document was listed two or more times in your import CSV/DAT file – only the first instance of that record was updated. This was a conscious decision, allowing the import process to read the data in and update the grid faster. We now allow you to decide if you want the duplicates to be processed. Benefit of doing so, combined with the append feature, allows you to keep multiple entries and different updates from your import file.
