Weekly Patch - January 29, 2023
🐞 Bug Fixes 🐞
User Interface & Experience
- Assuming a User will now show their expected Feedback Types instead of the assuming users on the Project Homepage & Dashboards
Happy New Year! 🎇 We’re starting off 2023 by hitting the (metaphorical) gym and getting the site in shape with some visual improvements. We’ve beefed up the community homepage, added definition to the Success and Delta Health Score bars, and toned site wide with small but impactful visual tweaks. Finally, you can see proof of our sustained effort by checking out the regular bug fixes listed below.
First on the list, we have a big visual update to how projects and opportunity lists are displayed on the community homepage! In addition to a bolder and more readable style, additional information and functionality has been added to the lists. The "My Projects" heading groups all the projects a user has access to, lists them alphabetically by codename, and shows which program it belongs to. Additionally, there's a tag that shows the current testing state of the project based on its current active phase type (if applicable).
Next up, we're giving the Delta Success Score a new uniform! Previously, your success score would display as red, yellow, or green, depending on a predefined low/medium/high score range. For now, we've provided a single color (Purple!) to represent this score, allowing you to focus more on the number itself as a key metric to measure your projects and your program.
The motivation for this change (based on your insightful feedback!) is that the definition of success will differ from product to product based on the ambitions of and investments in that product. That definition is currently not present in Centercode (spoiler: we're working to add it), so there was a reasonable possibility that we were using a negative color to represent what was actually a positive outcome.
And last, but definitely not least, we've done a HUGE amount of UI polish throughout the platform. You'll notice these small but impactful tweaks on nearly every page, from adjusted padding and shadows to cleaner font weights and table styles. The list is long! We're always striving to improve, and we put a lot of work into this one. You can reach out to us via any of our normal chat or email support channels to let us know what you think, we'd love to hear your feedback!
We've got a big new feature for you this month, and we're not even making you wait until Christmas to open it! We're proud to announce that the "Include Users" option when creating a project from a template is back—and it's better than ever. Learn more about what you can do with it below, and keep reading to see the other bug fix stocking stuffers we've wrapped up this month.
The ability to carry over users when templating and cloning a project is a powerful tool that can save a lot of time when you're spinning up a new project. But the original implementation of this feature was all-or-nothing while your use cases called for something more deliberate or selective.
Because of the overly wide net it cast, using Include Users usually resulted in more confusion and clean-up work than it was worth once the project was cloned. Therefore, we took it back to the drawing board, and with some incredibly useful feedback from our users, we're proud to bring the "Include Users" feature back with some major improvements.
You can now access "Template Users" from the Project Template Settings menu, under the "Template Users" heading. This replaces (and includes the functionality of) the "Initial Team Membership" section. Adding "Include Users" to the project template process, instead of an ad-hoc decision you have to remember to make every time you clone a project, ensures you'll only need to set these options once to get the same results with each new project you clone from a template.
If you’re a project coordinator who maintains your templates and/or hands-off projects to PMs who request them, this also reduces the amount of follow-up needed to get your template ready for hand-off.
Additionally, the new Template Users section lets you get more granular by giving the option to select a specific team type (and individual teams for applicable Centercode editions).
Finally, to support this new feature, we've added some additional items to the Template Notes infobox that appears when you're configuring a new project during the cloning process. It now lists the specific number of users in each team type that will be included in the cloned project.
Using this powerful new function of the project template tool will make getting new projects up and running smoother than ever! Simply add your admin and support staff to the right teams and update your template to ensure the right people will be automatically included on every project using this template going forward.
In addition to the big gift you've all been looking forward to, we've added a few ease-of-use updates to make your Centercode experience that much more comfy (like a nice warm pair of Centercode socks). We've started adding more context to our checkboxes to give you a better idea of what each one does. It's part of our ongoing effort to help you make the most of everything the Centercode Platform has to offer. And like a fruitcake that never seems to disappear….You'll see more of these holly jolly improvements into 2023.
This month, we’ve got a veritable banquet of new features and improvements prepared for you! From new in-line image list view CDE items, to a quality-of-life improvement for project archiving, there’s something tasty for everyone. And as usual, we've continually deployed several bug fixes throughout the month that we've listed below.
There's still time to enter October's Visual Theme Costume Contest. We're accepting screenshots until November 11th! Whether your site's theme is colorful or monochromatic, edgy or classy, this is a great opportunity to get your name out there in the world and score a little prize on the side! Check out the Announcement below for information on how to participate.
First on the menu is a dish many of you have asked for: inline images and image thumbnails in your user management and feedback management list views. These new data points for the Centercode Data Engine have been a popular request, and we're excited to finally share it with you!
When creating a user or feedback view, you’ll notice three different view items related to file attachment form elements. These new items make it much simpler to get an in-platform view of images and files uploaded by users for specific forms.
“File Attachment Has Attachment” gives you a binary yes/no response if the user attached any files at all.
“File Attachment” shows a scaled version of the image inline:
“File Attachment Thumbnail” shows thumbnail versions of attached images:
For our second course we’ve added the ability to archive a project from within the project itself. You’ll no longer need to navigate to Programs and Projects and find the specific project on the list (though that method is still available!). This option is located in the Project Configuration section of the Management menu when you're in a project.
And last, but not least, is a feature designed to help you when your plate's piled a bit too high with automatically refreshing and distributed reports. We’ve implemented a new system that will automatically disable any reports that no one has viewed or interacted with in an extended period of time. This keeps your data fresh and your inbox uncluttered by old report emails you haven’t gotten around to turning off yet! (Note: This only applies to reports set to daily or weekly refreshes/distribution. Monthly reports will never automatically disable themselves.)
You’ll be notified of this two different ways:
A new set of icons on the Report Management screen will show the status of reports that are set to auto-refresh. Green circle arrows indicate that a report is set to auto-refresh and has been viewed recently. Red circle arrows indicate that a report has not been viewed recently and will automatically deactivate soon. A red warning sign indicates that a report was set to auto-refresh, but it reached the time limit without being viewed, so it's been disabled.
When a report goes unviewed for an extended period of time, the people on its distribution list see an expiration warning at the top of their email with a link to refresh the report. To refresh it, they don't have to login—it just takes one user to follow the link and confirm that they'd like to keep receiving updates. This resets the report's expiration date and keeps it auto-refreshing and sending updates. No muss, no fuss!
This month we’re bringing you our spoookiest update yet! October’s release is primarily focused on under-the-hood updates, lurking in the shadows just out of sight (See, spooky!). Our recent releases have introduced quite a few new UI elements which take cues from your visual theme. We thought this would be a seasonally appropriate time to help you dress up your testing community by bringing you some new and improved Visual Theme-focused content!
We’re holding a Visual Theme contest to spotlight your hard work and celebrate those who take the extra step! If you’ve got a good looking site, this is a great opportunity to get your name out there in the world and maybe get a little something on the side! Alternatively, if you’re not happy with your theme, we can help (but you’ll be DQd from the contest)! Check out the Announcement below for information on how to participate.
Our first piece of content focuses on explaining the value of a good Visual Theme, and the influence it can have on tester enthusiasm and participation. To help get those creative juices flowing we also provide a number of example templates, a few helpful tips and tricks, and a curated collection of background images.
Next up we have a brief (but informative!) article with step-by-step instructions on how to access the Visual Theme tools, and how to apply your themes throughout your site once they’ve been created.
And last, but not least, we’ve created a detailed guide explaining how each of the Custom Images and Custom Color will affect your site, each with accompanying images of some of the more prominent places you’ll see those changes.
We've added the ability for customers to utilize OAuth to authenticate their email accounts used in email reply integrations (a.k.a. “POP Integrations”). Once it’s enabled on the back-end, you can access this function via a button on the community level Email Template and Logs page. If you have an existing email reply integration that either uses or needs to be updated to use OAuth, let us know so we can make the necessary adjustments.