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Version 10.3 - What’s New This Month? (June, 2023)

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Content:

1. Dynamically Populate Values with Calculated Custom Fields (Beta Version)
2. Important Behavioral Change
3. Improvement in Board/Workspace Cloning
4. User Provisioning Alongside De-provisioning in SSO
5. Easily Share Business Rules with Multiple Users
6. Other Improvements

Welcome to Kanbaize 10.3! With this release, we're eager to share an early version of what opens a new realm of automation capabilities in the product. 

Let's get started!

1. Dynamically Populate Values with Calculated Custom Fields (Beta Version)

The highlight of Kanbanize 10.3 is the calculated fields which are in an official Beta version. This is a major addition to the platform, and we invite you to give us your feedback.

With the calculated fields, you can dynamically populate values and create flexible fields inside the platform. To do this, we give you the ability to combine multiple custom fields together and use functions to automate the population of values inside a specific field.

There are two types of calculated fields.

  • Calculated number fields
  • Calculated date fields

Let’s take a brief look at them below.

1.1. Calculated Number Fields

First, the calculated number field allows you to build formulas by using other custom fields of type number, the "Card Size" field, or standard numeric values of your choice. To add dynamic custom fields or a function, all you have to do is type the “@” symbol.

The functions available when building a calculated number field are the following:

  • AVERAGE - AVERAGE(value 1, value 2, [value 3,...]). It calculates the average value from a set of values.
  • CEILING – CEILING(value 1). It rounds your value up to the nearest integer. If “value 1” is 1.2, it will round it up to the nearest integer, which is “2”.
  • FLOOR – FLOOR(value 1). It rounds your value down to the nearest integer. In this case, if “value 1” is 1.2, it will round it down to the nearest integer which is “1”.
  • IF_EMPTY – IF_EMPTY(value 1, fallback_value). The formula will return the “fallback_value” if “value 1” is empty. 
  • IF_ZERO – IF_ZERO(value 1, fallback_value). The formula will return the “fallback_value”, if “value 1” is zero.
  • LOG – LOG(value 1, base). The formula represents a logarithmic expression that returns the power to which “base” is raised to get “value 1”.
  • MAX – MAX(value 1, value 2, [value 3,…]). It returns the maximum value from a given set of values. 
  • MIN – MIN(value 1, value 2, [value 3,...]). It returns the minimum value from a given set of values.
  • POWER – POWER(base, value 1). It returns “value 1” raised to a given power (“base”).
  • ROUND – ROUND(value 1, decimal_places). It returns “value 1” rounded to a specific number of decimal places.

1.2. Calculated Date Fields

Second, the calculated date field allows you to build formulas using other custom fields of type “Date” including the standard fields “Card Deadline” and “Created at”. Again, by typing the “@” symbol, you can choose what functions and custom fields to use and dynamically build your calculated date field.

The available functions here are:

  • MAKE_DATE - MAKE_DATE(year, month, day, hour, minute, second, [timezone]). It allows you to build your custom date based on the disclosed parameters in the brackets.
  • MAX - MAX(date1, date2, [date3,...]). It returns the latest date in a set of dates.
  • MIN - MIN(date1, date2, [date3,...]). It returns the earliest data in a set of dates.
  • IF_EMPTY - IF_EMPTY(date1, fallback_date). It returns “date1” if the value is not empty. Otherwise, it will return the “fallback_date”.

Let’s group the rest into the following categories:

  • ADD - These functions return a specific date/time expression with a given number of (1) days/ (2) hours / (3) minutes / (4) months / (5) seconds / (6) working days / (7) years added to it.

    (1) ADD_DAYS
    (2) ADD_HOURS
    (3) ADD_MINUTES
    (4) ADD_MONTHS
    (5) ADD_SECONDS
    (6) ADD_WORKING_DAYS
    (7) ADD_YEARS

  • SUBTRACT - They return a specific date/time expression with a given number of (1) days / (2) hours / (3) minutes / (4) months / (5) seconds / (6) working days / (7) years subtracted from it.

    (1) SUBTRACT_DAYS
    (2) SUBTRACT_HOURS
    (3) SUBTRACT_MINUTES
    (4) SUBTRACT_MONTHS
    (5) SUBTRACT_SECONDS
    (6) SUBTRACT_WORKING_DAYS
    (7) SUBTRACT_YEARS
  • END - With their help, you can get the (1) last hour from the current day / (2) the last date from the current month / (3) the last date from a Mon-Sun week / (4) the last date from a Sun-Sat week / and (5) the last date from the current year.

    (1) END_OF_DAY
    (2) END_OF_MONTH
    (3) END_OF_WEEK_FIRST_DAY_MONDAY
    (4) END_OF_WEEK_FIRST_DAY_SUNDAY
    (5) END_OF_YEAR

  • START - In contrast, these functions return the (1) first hour from the current day / (2) the first date from the current month / (3) the first date from the current Mon-Sun week / (4) the first date from the current Sun-Sat week / (5) the first date from the current year.

    (1) START_OF_DAY
    (2) START_OF_MONTH
    (3) START_OF_WEEK_FIRST_DAY_MONDAY
    (4) START_OF_WEEK_FIRST_DAY_SUNDAY
    (5) START_OF_YEAR

  • SET - These help you set a specific date/time expression with custom units such as years, months, days, hours, minutes, and seconds. With the SET_TIMEZONE function, you can adjust a date/time expression to a given timezone.
    • SET_DATE
    • SET_DAY
    • SET_HOUR
    • SET_MINUTE
    • SET_MONTH
    • SET_SECOND
    • SET_TIME
    • SET_TIMEZONE
    • SET_YEAR

Before we continue, here are a few notes to keep in mind when using the calculated fields.

1. It’s not possible to use a custom date inside the calculated date field unless you build it with the MAKE_DATE function. 

2. You will not be able to edit both the calculated number and date fields from cards manually. 

3. Users with eligible permissions can lock calculated number or date field’s properties on a global level which makes them not editable on a board level.

 

2. Important Behavioral Change

Before we move forward with the rest of the features, we’d like to inform you about an upcoming behavioral change to the “End Date” property in the Advanced Search. From the NEXT RELEASE onwards, the property will return the end date of SUBTASKS, too, alongside cards on a given board. We advise you to update your saved search filters or custom widgets if you believe this change will affect your data.

3. Improvement in Board/Workspace Cloning

To enable greater flexibility when copying boards/workspaces in your account, we’re giving you more options as part of the functionality. From now on, when cloning a board or a workspace, except for the usual properties, you can also copy: 

  • Teams – the action will copy the teams assigned to the board. All team board settings and permissions will be preserved. 
  • Blockers 
  • Stickers 
  • Tags 
  • Types 
  • Templates 
  • Custom Fields

Furthermore, you will notice that you can now copy a card’s co-owners too. Keep in mind that to copy the owners or co-owners of cards, you need first to mark either the “Members” or “Teams” checkbox.

Note: Moreover, we should mention that when cloning workspaces, we’ve added the option to copy the “Workspace managers”, too. 

4. User Provisioning Alongside De-provisioning in SSO

Moving forward, we’re maturing our previous user de-provisioning functionality to “provisioning” when using SSO (Single Sign-On). As a result, we’ve changed the old “Enable User Deprovisioning” option inside the SSO configuration settings to “Enable User Provisioning”. 

This change entails that once a new user is added and activated in your Identity Provider (ex. One Login, Okta, Microsoft Azure), it will be automatically created and enabled in Kanbanize too. Keep in mind that this update doesn’t affect the previous behavior, so once you remove a user in your IdP, the user will be automatically disabled in Kanbanize too.

To learn more about user provisioning, check out our dedicated article.

5. Easily Share Business Rules with Multiple Users

To facilitate your work with the business rules, you can now share them with users directly from the “Business Rules” menu in the Administration panel without going into the details of a specific rule. To do this, you will see a new “Shared With” column next to every business rule, where with a single click, you can choose which users to share the rule with.

Other than that, the new behavior allows you to share your business rules with multiple users in a batch. All you have to do is hold the “CTRL/CMD” key and select your target business rules. Once you do that, the system will give you the option to choose the users you want to share these business rules. Keep in mind that you can also “Replace all existing users with the selected ones”. 

6. Other Improvements

As usual, let’s take a look at a couple of other improvements we’ve released as part of version 10.3.

  • Improvement in Changing Your Password

To raise the security of the product, when changing your password from the “My Account” panel under “Account Details”, we’ve made it mandatory to always provide your current password first before setting the new one.

  • The Analytics Module is Available in Other Languages

Lastly, to give users across different countries a better experience with the software, we’ve translated the Analytics module into all supported languages.

Happy Kanbanizing with version 10.3!

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