In this release, we've introduced a new feature that enables users to effortlessly create access-based folders for clients directly from the client landing page under the three-dot button.
Key Changes:
- Upon clicking the Folders option, a pop-up screen will open, enabling users to create folders for mapping clients. The pop-up screen includes a Create Folders label and an (+) Add button for folder creation. Users can search for specific folders from the existing ones.
- Add Icon: Users can create folders by filling in the following fields:
- Folder Name: A mandatory free text field with a maximum limit of 50 characters. Duplicate folder names are not allowed.
- Description: Free text field with a maximum limit of 250 characters. An expand icon allows users to view the full description.
- Manage Access: Users can set access permissions for the folder (public, protected, confidential). Public folders are accessible by all and set to default, protected folders require sharing via email, and confidential folders are visible only to the owner and super admin. In protected mode, an email is sent to the recipient for navigation to the folder list.
- The access rights available for each access level are displayed below the access permission options.
- The Manage Access function works similarly to the current system. The Revoke Access option is available while editing the folder details.
- Save and Cancel Buttons: Standard save and cancel buttons are present to ensure adherence to the application's behavior.
- Listing of Folders: Successfully created folders are listed in a grid with the following fields:
- Three Dot Icons: Edit and delete options are available for each folder. Editing allows users to modify the folder name, description, and manage access permissions. The revoke access option is accessible here.
- Delete: A folder can only be deleted if it's unmapped from clients. The system prevents deletion if clients are still mapped to the folder.
- Folder Name: Displays the folder name, with default sorting based on folder name.
- No of Count: Indicates the dynamic count of clients mapped (e.g., (20)) associated with the folder. Clicking the count filters the clients on the landing page that are mapped to that folder and closes the pop-up screen.
- Access Permission: Displays the access permission with an icon indicating whether the folder is public, protected, etc.
- Owners: Displays the owner's name along with a small profile picture.
- Created Date: Displays the system date when the folder was created.
- Cancel Button: Closes the pop-up screen.
Note: Clicking the Open button in the email to view the folder takes the user directly to the Client Landing page.
- Filters:
- Users can now apply folder filters to refine their search for specific client records. The filter options now include folders, sorted alphabetically in the list.
- Implemented: Folders are now presented as a drop-down option for clients, featuring a default Contains The interface displays applied filters, allowing users to easily remove them, reflecting the functionality in the application.
Additionally, the current functionality supports only Contains; does not contain will be implemented later.
Note: Access to folder drop-down values is now based on user access rights. Users can view and apply filters only to the folders they have access to, ensuring a streamlined and secure experience.
