DevResults release notes
DevResults release notes
www.devresults.com

IATI background processing for large exports

For long-time publishers to the International Aid Transparency Initiative (IATI) Registry, files with a large amount of historical data and hundreds of activities can take a long time to generate.

If that's the case, you can now enable an "asynchronous queue" that processes large files in the background and emails you when they're ready. Then, when you export IATI files, you'll either get an immediate response for smaller files, or you'll see a message like this:

image.png

Once you get the promised email, you'll see a list of validation errors, or if none, you'll be able to download your IATI file instantaneously.

If you would like to enable background processing for your IATI files, please contact our Helpdesk in your site or at help@devresults.com.

Date Format Options in Forms

The DevResults Forms tool lets you auto-populate documents with your program information from DevResults. For example, with the placeholder [[Activity_Name]] in a Forms template, you can download a document for any activity with the correct name filled out for you.

Background: There are seven date placeholders in DevResults.

  • [[Activity_StartDate]]
  • [[Activity_EndDate]]
  • [[ReportingPeriod_StartDate]]
  • [[ReportingPeriod_EndDate]]
  • [[ReportingPeriod_SubmissionStartDate]]
  • [[ReportingPeriod_SubmissionEndDate]]
  • [[Today]]

Previously, the first six used an ambiguous month/day/year format, such as 2/5/2021 for Feb 5, 2021. For those outside of the US, it's not clear if it's supposed to be Feb 5 or May 2.

Now the default is the unambiguous format used throughout DevResults, for example: 5 Feb 2021. You can now customize the format by defining the format in your placeholder. For example:

  • [[Activity_StartDate:Format=M/d/yyyy]] = 2/5/2021
  • [[Activity_StartDate:Format=dddd, MMM d, yyyy]] = Friday, Feb 5, 2021
  • [[Activity_StartDate:Format=d/M/yy]] = 5/2/21
  • [[Activity_StartDate:Format=dd MMMM yyyy]] = 05 February 2021
  • [[Activity_StartDate:Format=yyyy-MM-dd]] = 2021-02-05

Date codes available to assemble in the format you prefer:

  • d - Day of month with no leading zero (e.g. 5 or 15)
  • dd - Day of month with leading zero (e.g. 05 or 15)
  • ddd - Three-letter day of week (e.g. Wed or Fri, English only)
  • dddd - Full name of day of week (e.g. Wednesday or Friday, English only)
  • M - Month number with no leading zero (e.g. 2 or 12)
  • MM - Month number with leading zero (e.g. 02 or 12)
  • MMM - Three-letter month (e.g. Feb or May, English only)
  • MMMM - Full name of month (e.g. February or May, English only)
  • yy - Two-letter year (e.g. 21)
  • yyyy - Four-letter year (e.g. 2021)

Note: The M's in month codes must be capitalized or else they will represent minutes, which will probably be zero.

Check out our knowledge base for more information about how to use forms.

Disable password-based logins for SSO accounts

You may now disable password-based logins for users that have a single sign-on (SSO) account. This is a handy way to enforce the use of single sign-on for staff while allowing partners and other non-SSO users to sign on as they always have (with their email and password).

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Updates to MultiMatrix look and feel (for non-beta testers)

About 9 months ago, we made some small improvements to the data entry grid, like stationary row labels and column headers that didn't scroll.

For beta testers, those same improvements have been available in Matrix and MultiMatrix for some time as well. As of today, everyone will see them, beta tester or not!

Saved Reports May Now Be Deleted

Previously, there was no option to delete MultiMatrix reports once they'd been created.

We've now enabled the ability to bulk-delete reports from the index of saved reports:

Delete button is shown on reports index page for 4 selected reports

As well as to delete individual reports while viewing them:

Delete button is shown in configuration panel for individual report

Note: Owners may delete any reports; others may delete only reports they have created.

Expanded Ability to Download Reports and Visualizations

Previously, only the creators of a dashboard could download the visualizations and reports on those pages. This is because the "download" button is located in the "configuration" panel, which is not available to those who didn't create the dashboards.

We've now enabled all users to download any MultiMatrix dashboard or Tile visualization that they have access to. (Note: Not all tiles can be downloaded; just indicator visualizations.)

To download a dashboard tile, hover over the colorful bar at the top of the tile. The download icon will appear in the top left.

Image shows location of download button in top left of Tile visualization

For a MultiMatrix dashboard, we added a download button in the bottom right.

Image shows location of download button in bottom right of MultiMatrix dashboard

Check out our knowledge base to learn more about dashboards, including pushing dashboards to other users.

New Forms Fields: Activity Organization by Partner Role

The DevResults Forms tool lets you auto-populate documents with your program information from DevResults. For example, with the placeholder [[Activity_Name]] in a Forms template, you can download a document for any activity with the correct name filled out for you.

Today we added a new placeholder that lets you pull an activity's partner organizations into a downloaded document based on the organization's Partner Role. The placeholder is: [[PartnerOrgs:Role=RoleName]].

Background: An activity might be associated with multiple organizations. To define the kind of relationships between activities and organizations in your DevResults site go to Administration > Partner Roles:

Editable grid of partner roles under Administration, Partner Roles

These roles can be assigned to organizations on the activity's overview page:

Editable grid for assigning roles to the partner organizations for an acitivity

For example, the placeholder [[PartnerOrgs:Role=Accountable]] would be replaced with "Gates Foundation" when the form was downloaded for this activity.

Notes:

  • There are already many template placeholders for an activity's primary organization, such as [[PrimaryOrg_Name]], [[PrimaryOrg_Address]], etc. For these placeholders, the primary organization is always the first organization listed, regardless of what role label you give it.
  • Similarly, there are already many template placeholders for an activity's awarding organization (a separate field on the activity overview page). Those placeholders will always pull information from the awarding organization field regardless of whether you add "Awarding" as a partner role.
  • If you have more than one organization with a certain role, that's fine. The placeholder would be replaced with a semicolon-separated list of the organizations with that role.
  • If your role name has spaces, that's fine. The placeholder will work with or without those spaces included.
  • If you do not use IATI reporting, you can ignore the IATI columns in these screenshots.

Check out our knowledge base for a list of all placeholders for Forms Activity Templates.

View data and add comments to formula & data table indicator results

On the data entry page for one direct entry indicator (for a single activity and reporting period), users can enter comments alongside their data for each geographic place. For formula and data table indicators, no grid of data/comments was shown because data for these indicators is computed.

We just released an update to:

  1. Show an uneditable grid of the computed results for formula and data table indicators
  2. Allow users to enter comments for formula and data table indicators alongside their data

Note: Rows for each geographic place are only present in the grid if the formula or data table indicator has data for those places.

Formula indicator: FormulaComment.png

Data table indicator: DTComment.png

Filter Activities by Mechanism

Previously, the activities index did not have a section for filtering by mechanism. Now it does!

Mechanisms are defined on the Administration > Mechanisms page. Mechanisms can be assigned to an activity on the activity's overview page to categorize its funding type.

Mechanism.png

Organizations Fully Editable Using Excel Import

Previously, not all definition elements of organizations were visible on the index page, exportable in a download, or editable via Excel import.

We fixed that.

OrgIndex.png