v8 Release Notes

Sarah -

February 15, 2018

  • Trackers: Search filter tracker now includes “Keyword filters” (match is full word, case insensitive, and available keyword filters shown are either enabled text fields or featured text fields via Admin -> Data Types).
  • Import: You can now import data into Forms using the "Tools" menu (allows you to update/overwrite existing form posts or, if the form allows for multiple form posts, to add new ones - note that any unmapped questions will remain unchanged).
  • Goals: Can now be applied to a subcategory only (for now with this beta release, you can only use this by creating a new goal and selecting the subcategory filter)
  • Admin: Data Types helper text makes an explicit distinction between “Enabled text fields” = choosing which site-level fields appear for the data type, and “Featured text fields” = choosing which fields are featured in the Snapshot tab (Tags), workspace header (Text fields); and the Add New Workspace form:



February 8, 2018

  • Forms: Ability to post a form to more than one workplace at a time (such as tracking attendance) using the new "Post form" link found in Search Filter Trackers which will post the form to all the workspaces shown in the tracker:


  • Checklist Tracker: You can now filter goals by tag in the Checklist Tracker View Options ("Group goal tasks by"):


February 1, 2018

  • Trackers: New tracker type called "Big Ten" - this beta feature can be turned on by the site administrator under "Goals." The Big Ten tracker will show up to ten goal tasks you select on your site's dashboard, and also across multiple sites on your FMYI Account/My Sites view.


January 25, 2018

  • Importing: The maximum number of data records for an import has been increased from 2,000 to 10,000 as part of a beta release.

January 17, 2018

  • New account/my sites view: You can group the FMYI sites you're a part of into a dashboard tracker like view on your account page - use the "Organize my sites" link on the right to categorize them:


January 5, 2018

  • Single Sign On: We now support single sign on integration through SAML! Contact us to inquire about setting this up with your FMYI site.

December 21, 2017

  • Printing a tracker: You can now print a specific tracker from your homepage dashboard:


December 7, 2017

  • Importing: Import errors are fine tuned to catch the following issues:


November 30, 2017

  • Box integration: With our new "Integrations" admin menu option, you can add your Box  Enterprise ID and Parent Folder ID to link your Box Business Account with the Files tab in FMYI! For more details on how this new feature works, you can reach out to our support team.
  • Trackers: For search filter trackers, there is now an "Or" option under "Additional Filters" in addition to the default "And" so you can show workspaces that meet any of the filtering criteria vs only workspaces that meet all of the filtering criteria:


November 16, 2017

  • Tasks: Added "Right now" reminder option to trigger an alert letting the people assigned know a new task has been created or edited.
  • Alerts: Email alerts related to task reminders have clearer due date text that is larger and can be easily added to your calendar by clicking on the text of the date:


November 9, 2017

  • Tasks: Reminders option that triggers an email alert for tasks:


November 2, 2017

  • Tasks: Show who is responsible on the task board view, enable selection of teams and multiple individuals when assigning tasks, updated "clear" design for task checkboxes to enhance usability and accessibility
  • Dashboard trackers: If you have two groups, the tracker is 1240px wide and shows five in a row now; grid shows 24 items at once (vs. 12 previously); hides Data Types with zero items
  • Scrolling: Improved scrolling on Windows especially for nested scrolls
  • Importing: Better import guidelines:


October 26, 2017

  • Task notes: More details can be added to tasks which help with educating people about the definition of goal tasks that happen on a regular basis, or one off ad hoc tasks:


October 19, 2017

  • Details tab: Pencil edit icon added to each field which enables wrapping of text within the box:


September 28, 2017

  • Help text: Site administration pages related to Data Types, Goals, Tags, and Custom Fields now have additional help text to explain the configuration options in more detailscreen_shot_2017-09-28_at_2.06.59_pm.png

September 14, 2017

  • Deleting: Site administrators can now delete more than one workspace at a time (in the top search box, click on "Advanced" then select the appropriate filters in the right hand column, then click Search, Batch Update, and under "Select what to do..." it's the very last option in that menu)

September 7, 2017

  • Editing: New pencil icon for editing text fields (workspace name, subtitle, Snapshot tab description) which enable clickable URLs and email addresses for read+write areas

August 24, 2017

  • Links: Automatically clickable links (Files descriptions, Task names, Messages, Comments) and read only areas (quickview featured subtitle and text fields, Snapshot description, Forms text fields)
  • Importing: Ability to import multiple values in a cell (separated by commas) and have multiple selections checked within a Tag group
  • Form import: Existing form posts updated during form imports
  • Help: Get help link to this Help Center added to the footer

August 17, 2017

  • Forms: ability to designate if more than one form can be posted to a workspace for a form template

August 10, 2017

  • Status report and tracker/browse download links: report now includes workspace subtitle and description fields 

August 3, 2017

  • Admin: changed the tab from "Manage" to "Admin" and included links and helper text for topics, search labels, and text fields for the v7 admin view in v8 sites
  • Custom reports: helper text on what each report means:
  • Add workspace: helper text added when the maximum number of characters for a workspace name has been reached

July 20, 2017

  • Updated "Access forbidden" message: more informative to indicate related reasons such as permissions, technical, data no longer on the site, session expired, and other specifics
  • Browse: grouping shows description
  • Scheduled report email alerts: site name will appear instead of the general "FMYI [for my innovation]"
  • Latest Activity tracker: expand "Users" filter to show multiselect of teams and users
  • Linking: ability to share a link to trackers and workspaces using an icon in the upper right of trackers and workspaces:
  • Reports: ability to generate custom form and site reports when a completion report is running

July 13, 2017

  • Reporting: performance tuning, completion reports sent via email, saved reports show who issued report, columns sortable
  • Importing: helper text added about file guidelines and a reminder to map extraneous columns to "Do nothing"
  • Sign up/create account: Twitter removed as an option due to low usage

July 6, 2017

  • Read only users: Quick view input and form submit buttons are hidden
  • Create new workspaces disabled for general users: "Add a workspace" and "Import" menu items are hidden
  • Scheduled reports: now account for data type and team permissions (individual access permissions are ignored and will be addressed in a future release)
  • Completion reports: now includes a Data Counts tab which shows subtotals by subcategory

June 29, 2017


  • Message alerts: now supports large groups (100+ users)

June 22, 2017

  • Message-only permission: allowing read-only to post messages and comments while keeping other workspace data read-only

June 8, 2017

  • Styling updates: manage scheduled reports helper text, featured reports title tag, show tag name in task quick view
  • Checklist tracker: support grouping by subcategory for Goals

June 1, 2017

  • v7 reports: added a link to v7 reporting options for site administrators under the "Manage" menu
  • Create/send invites: updated copy to make things clearer and simpler
  • Other: email repeating report to a pending invitation, remove auto-follow feature for import, link subcategory to team 

May 25, 2017

  • Quickview: click "View first message" on the right of a message to auto-scroll down the timeline or the link icon to get the direct URL to the message.
  • Latest Activity: Forms now appear
  • Batch update: can now add/remove followers (separate from access)
  • Background images: upload custom background image for your site

May 18, 2017

  • Tracker Ownership Color: color is now more subdued on shared trackers (light blue)
  • Email notifications: "View post/View comment" links will now auto scroll to the right position in Quickview
  • Latest Activity Tracker: "View since your last signin" link added
  • Welcome [user] menu: "My site activity" link added

May 11, 2017

  • Tracker Ownership Color: trackers created by others appear teal while those created by you stay white.

May 4, 2017

  • Pin Site Featured: setting in tracker, will place site featured pages at the top
  • Filter by topic in Quickview: now able to assign topics to files and filter by them.

April 27, 2017

  • Manage goals: minor updates to tasks table to improve "at-a-glance" readability
  • Create trackers: for only a specific team or user to view under "Publish Options"

April 20, 2017

  • Site/Status Report: now includes all custom fields for a more thorough report
  • Search filter trackers: new "Download" link to quickly export your data into Excel
  • Site Announcements: now appear on the dashboard for a nice message to your team
  • Snapshot: Markdown is now enabled in the description field so you can now customize your text (e.g. bold, underline, change font size)
  • Comments: (below messages) now show line breaks

April 6, 2017

  • Search Filter Trackers: Group/Sort by filters moved above all other items for easy navigation

March 30, 2017

  • Completion Reports (applicable sites only): ability to strip sensitive data out of the report so that it can be shared with external users
  • Team read+write permissions: for "mismatched" teams attached to subcategories, the ability to edit the subcategory and save a new link/re-save an existing link
  • Menus: If your mouse hovers above a menu item for more than half a second, it will open. If you don't pause, the menu will not open. This improves navigation and items opening when you don't need them to
  • Reports Tracker: buttons are aligned in a more orderly grid so they look better on a mobile device/tablet
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