We’ve added the ability to generate unique API keys for authenticating the GoCanvas API. By default, the API accepts the username and password of an authorized GoCanvas user as required parameters. We’ve added a second option to generate a unique API Key that can be used to access the API instead of logging in with your username and password. These will allow other systems to access your account without giving out your username and password. Click here to read more about how it works.

Note: At this time, you are unable to use API Keys for authentication and use Business Insights and/or Zapier integrations on your account.

Hello all! We have just released new versions of the GoCanvas mobile app for both Android and Apple devices. This release features updates that we think you’re going to love, so keep reading to see what’s new! Our focus this time around was making it easier to see the information you need. Thank you, as always, for your feedback on how we can make your experience using GoCanvas more powerful.

Option to make a Checkbox field required

You’ve asked for the ability to make a Checkbox field required just like your other field types, so we’ve added the ability to do just that. Use this feature to prevent moving onto the next screen without a checked box, like when you need someone to check that they have read and agree your Terms and Conditions.

Workflow status improvements

When a Handoff is assigned to you, you can now see who handed it off — meaning you don’t have to hunt for it in the App or on the GoCanvas website anymore!

If your Submission has a Submission Name, it will now be visible on the Workflow screen. This should help provide better context around what you’ve just been assigned.

Ability to view this week’s Dispatches

Dispatch users will be happy to know that with this update, users can see their upcoming dispatches up to seven days out from the current date. Having access to this information ahead of time can make it easier to plan out routes, tools needed for the job, and mental preparation.

• Future Dispatches can only be viewed, and not filled out ahead of time
• This feature is turned off by default — contact support to turn it on for you
• Not currently suggested for accounts sending 100+ dispatches to their users at once

Ability to identify GoCanvas Submission in Square account

We’ve made it easier to reconcile your transactions in Square by bringing in the Submission ID (the unique ID in the footer of your PDF) as a note on the transaction.

Number keyboard for number fields on iOS

This update to the iOS mobile app reflects the existing functionality that the Android mobile app already has. A small but convenient change — when entering content into a Number field, your number keyboard will pop up instead of your full keyboard.

You can now use Reference Data when creating a dispatch from Workflow & Dispatch page!  We know users of our Dispatch service will be dancing at their desks with this update.

Reference Data & Dispatch

This new feature will work the way you might expect it to.  Your Drop Down fields that are mapped to Reference Data will now show those choices when creating a dispatch through the web interface.  Any dependent fields will auto-populate after making your choice, too. This will work on Loop screens, too.

When I choose “Jane Doe” then subsequent fields auto-populate as expected!

App Settings Pages

We recently redesigned our App Settings pages.  We added the ability to see if a feature is turned on or off and we added toggle switches to turn a feature on or off if there are no additional settings for that feature. We hope this helps you quickly determine what features you are using for each of your GoCanvas Apps.

Account>Customize Changed to “Account Settings”

We have changed the name of our “Customize” area to “Account Settings”. This makes a lot more sense and will be easier for new customers to understand what they will find on this page.  We have also redesigned this page to match what we did on the “App Settings” pages.

The Account Settings page now has the same design as our App Settings pages.  You can easily see what settings are in use (On or Off). And we have added toggle switches for any settings that just need to be turned on and off and have no other settings associated with them.

Feedback

Visit our Community for any feedback!

We have added some goodies in this release that our amazing customers have asked for in the past.  Please take the time to read about this update (and others!) so you can optimize your use of our platform whenever you can to streamline your processes even more.

API Update – Dispatch Status and More

We now make available the information about each dispatch that you have access to via the website.  When logged into our site you see the following information available to you about each dispatch:

The ID, Name, Description, User, App Name, Status, Creation Date, Completion Date and Scheduled At information can now be pulled down with the API. This allows you to do analysis on your dispatches or place the data in another system to help you manage your jobs. You can also include the data your user filled out, too.

This same data has been available for export manually for a little while now under the “Export Dispatches” area of the Dispatch page. You can export some of this data manually if you want to get a feel for the data available now via the API.

Dispatch Calendar – Assign & Unassign

Customers using our Dispatch Calendar to schedule jobs and send jobs out on a scheduled date and time have wanted to be able to assign, unassign and reassign dispatches via the calendar.  Now you can do it!

In this example the dispatch is unassigned and I am assigning it to Mr. Michael Jordan.

In this example I am going to unassign this dispatch from Mr. Lebron James. He has a playoff game that day and can’t make this appointment!

If you have not tried our Dispatch Calendar, please learn more here.  If your plan doesn’t include our Dispatch Calendar then please submit a ticket and we can reach out to discuss with you.

Reference Data – Remove Duplicate Values

We have made it much easier to create what we call “dependent reference data” configurations. You might think of this as “filtering” data with dropdown fields so your users can quickly find the values they need from reference data files. Here is a sample price list file to illustrate this functionality.

The first column has duplicate values in it because your price list has multiple items from the same manufacturers. What you want your user to do is choose a manufacturer from a dropdown field and then choose a model based on the manufacturer you picked in a subsequent dropdown field. So if your user chooses “Trane” then she would only see the models by Trane in the second dropdown.

We have set the default to AUTOMATICALLY remove duplicates assuming most customers don’t want duplicates. If you need the duplicates just check the “Show Duplicates” box. The checkbox only appears when you have mapped a dropdown field to a reference data column that contains duplicates.

To learn more about dependent reference data, please visit this help topic.  The reason for adding this feature is so you do NOT have to use a second reference data file anymore.

Submission Search (Getting Closer)

We did more work on our upcoming enhancement to our submission search capability. This will make finding submissions much faster. If you want to be part our beta testing program for this, please send an email to feedback@gocanvas.com.  We will reply, add you to the list and then let you know when we’re ready.

Feedback

Tell us what you think! Visit our Community to provide feedback, answer questions from other GoCanvas customers and post questions you have about how to configure GoCanvas to address your specific problems.