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Abir Alkhawand Mar 31, 2022 1:54:30 PM 3 min read

The Complete List of AKTEK iO Updates in March 2022

We welcome the spring with a new set of updates and improvements on AKTEK iO. If you are already a customer, go to our helpdesk and check our step-by-step guide to leverage all these new features.

 

Dashboards

Time Filter

If you have been collecting data for many months and years, you may only need to analyze the last quarter's progress. For this purpose, we have created a Time Filter on the dashboard.

On the top right of the dashboard, select "From-To" dates and notice how the visualizations change. The charts and maps will now reflect only the data related to the selected dates.

Please refer to our helpdesk to dive deeper into this feature and:

  • The difference between Absolute, Relative, and Now
  • How to save a default time filter
  • How does the system know the desired date field if you have more than one date added to the records

Without Time filter

AKTEK iO Time filter function

After applying a time filter 

AKTEK iO Time filter feature

 

Schedule PDF share

With this new feature, you can share the dashboard as a PDF (all pages) with internal and external stakeholders. You can also schedule it to periodically share this dashboard with the same audience (by email with a PDF attachment).

1- On the top left of a dashboard, click on the “Schedule a snapshot” button.

Dashboard PDF share on AKTEK iO

2- You can choose to share it only once, then select the audience by choosing iO users or/and by adding external emails.

3- You can choose to have a recurring sharing (automated) by establishing the frequency.
recurring dashboard sharing on AKTEK iO

4- Click on Confirm.

5- Click on Approve.

6- The sharing will keep running for six months, but you can stop it at any time by clicking on Terminate.

 

Auto-Refresh

While monitoring the dashboard, we recommend enabling Auto-refresh to watch the charts being updated live if your data is updated frequently!

1- On the top left of a dashboard, click on the “Auto Refresh Dashboard” button.

Auto refresh dashboard on AKTEK iO

2- Turn it on, and define the frequency in seconds.

Auto refresh dashboard on AKTEK iO

3- Confirm.

4- You will notice that the icon is now updated. You can turn it off any time by clicking on the same button and then Confirm.

AKTEK iO Platform

Data Structure

Reference field - improvements

When configuring a reference field, you can now select the Record ID or Record Designation as a reference. This function will help you link the records between your tables better in some use cases.

Reference field configuration on AKTEK iO

Data 

Record tagging

Under the Data structure properties, find and enable “Allow tagging of records”. (This option is enabled by default for newly created data structures).

AKTEK iO platform

This feature will automatically create a field called Tag that will show as the first field while filling your record during data entry. Type to add a new tag or select from existing tags.

tags on fields on AKTEK iO

How to use these tags?

1- In the table view, you can search or filter (smart filter) by tag.

2- Under Admin > Data section, you will find a new sub-section: Tag-Based Access Control.

Similar to Conditional Access Control, you can define rules to allow or deny specific users from viewing records. However, the restrictions will apply to all records across all reports based on the tags shared between these records. 

tag based access control on AKTEK iO

 

Users

Allowing deletion of users

We added a new option to the users' action list: Delete. With this new action, you will be able to delete users. If the deleted user was referenced in a record (as an automatic field or an iO field), the reference will remain but show deleted next to the user's name, as shown in the example below. Be careful when you delete a user, as you cannot re-activate it. 

AKTEK iO platform

 

We are listening!

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Want to explore these features? Request your free demo and see the full capabilities of AKTEK iO.

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Abir Alkhawand

As a product specialist at AKTEK, my mission is to improve product features and customer experience continuously. I support our clients with their requests, collect their suggestions and coordinate with the technical team for the most efficient delivery of these updates.