v34.0.0 – System Search

April 12, 2018

Summary

The release of Qobrix v34.0.0 brings a number of improvements throughout the system, with the most noticeable being the System Search functionality.

Overview

System Search

Qobrix - Leads - System Search - v34.0.0

Since the first day of Qobrix, each system module provided two slightly overlapping bits of functionality – the default listing of records in the module, and the search of module records.  The default listing of records in the module (when the user clicks on the Leads or Accounts in the main menu) is useful for an overview of what information is available in the system.  Usually, this listing contained all records that the current user had access to.  Although useful, this was quite limited.  The user could not customize the columns in the listing, the default sorting, or provide any criteria for the listing.  Qobrix application developers and system integrators could adjust the columns, but not the sorting (first column was always used as a default) or any filtering criteria.

Search functionality allowed the user to define the filtering criteria, display columns, sorting order, and other parameters.  But these choices were not persistent, unless the search was saved.  Saved searches solve the problem, but they are not as easily available as the default listing, unless placed on a dashboard.

We have received quite a bit of feedback from both the end users and Qobrix administrators in regards to these limitations, and today we are rolling out a new Qobrix v34.0.0 version that addresses these issues.  Instead of having two separate bits of functionality – one for listing and one for searching – we have one.  Default module listings are now easy to customize and control.  Qobrix administrators can manage “System Searches” now via the Admin menu of the system.   After a new install or upgrade of the older version to Qobrix v34.0.0, a special hidden system search is created for each module in the system.  By default, it will have exactly the same parameters as the old listings.  But the Qobrix administrators can change which columns the want to display, which order to use, and can even specify the Advanced Search criteria, such as “Lead Status is not Converted, Recycled, or Dead“.

The user interface of the System Search management is exactly the same as any other Advanced Search, so Qobrix administrators will feel right at home, with no additional training needed.  System Searches are only visible via the Admin menu and do not show up in Saved Searches of any user, or in Dashboard widgets, or anywhere else.

UI Improvements

In this version we have also improved our integration with the AdminLTE theme even further.  More specifically, we have updated all Field Handlers to render validation errors with appropriate styling, messages, and help texts.  This should provide a much more user friendly experience during form submissions.

These changes are also a preparation step for the upcoming improvements to the data validation changes.

Build Improvements

In this version we have also upgraded our build tools.  One of the changes that Qobrix developers and system integrators will notice is the separation of the development tools into its own sub-project.  This means that now developers can use build tools without the need to drag them into production environments.  This change improves the overall security of the deployed Qobrix applications, by minimizing the attack surface, as well as speeds up the deployment process by avoiding unnecessary dependency installations.

Code Cleanup

We also took the opportunity of the Qobrix v34.0.0 major release to remove a significant amount of old and deprecated code.  Qobrix systems should now run a bit faster, with a lot less code to run, and with a lot fewer deprecated warnings and noisy log messages.

 

Component Updates