v32.3.0 – Group Access and Advanced Search

March 9, 2018


The release of Qobrix v32.3.0 improves the functionality of Advanced Search and introduces Group Access to Role Management.


Advanced Search Improvements

Qobrix - Advanced Search - v32.3.0

In this release we have introduced several improvements to the Advanced Search.  Firstly, search criteria for related fields now allows to select multiple values.  This is very useful for many scenarios, where “Match all filters” is needed, but several values of a related field are necessary to narrow down the search.  For example, when searching for Leads, it is common to specify the Lead status and select the user who is assigned the lead.  In cases, where multiple users should be selected, the search criteria doesn’t make sense anymore, as any Lead is assigned to only a single user.  With multiple values in the related criteria, it is now possible to search for leads with status “New”, AND assigned to user being one of the few selected.

Secondly, we made it easier to create complicated searches by duplicating the search criteria.  Previously, we had only the “remove criteria” functionality as a little minus button.  Now, there is a new plus button, which will copy the selected criteria, making it easier to modify.  This is especially useful for date ranges, and “Match any criteria” searches with multiple values.  For example, when specifying the Created Date range in criteria, now you can add the from date, and then duplicate the criteria and change the copied one to until date.

Group Access in Role Management

Qobrix - Group Access - v32.3.0

Since the very early days, Qobrix supported owner-based access permissions.  However, these were only working on the user level.  In organizations, it is common to provide access based on group ownership.  For example, the user who is assigned to the Lead can have full edit access, while the group assigned to the same Lead (such as Support or Sales) can only have read-only or view access.

In Qobrix v32.3.0 we have expanded the Role Management to also support group-based access.  So now it is possible to have not only multiple individual users assigned to the record, but also multiple groups.  This feature significantly expands the flexibility of the access control in Qobrix-based applications and makes security much easier to control.

We have also taken this opportunity to change the user interface of the Role Management screens.  Our previous implementation was growing and expanding from the initial Role Management, where we only had very few modules in Qobrix, with very few permissions.  Lately, Role Management screens became quite unusable, with some applications providing over a 1,000 checkboxes on a single screen.  In this version, we reorganized and improved the Role Management with separation of modules and access types into tabs and groups.

Component Updates