Product Updates

Coast’s product team recently released a major update that allows users to create sub forms inside Coast’s Builder interface, ensuring a unified experience for admins configuring workspace templates.

The previous sub forms experience was outdated, making it more difficult and time-consuming to set up alongside other template components. Now, sub forms have the same features that the Fields Builder experience provides. You can now add fields directly in the spot you wish them to appear as well as search through fields. You can also view archived fields and even unarchive them if you want.

Users can now quick-create routing to spin up a new sub form from within a template. You can also rename, duplicate, delete and multi-select or copy the sub form. For those users with large amounts of sub forms, you will now see a paginated sub forms list for quicker access.

To access this new feature, navigate to a Coast workspace, and open a workspace with sub forms and go to the workspace details to find the sub forms tab. Or you can follow the demo below:

 Through these improvements, Coast users can now:

• Easily access sub forms in the Builder interface
• Add fields directly in the spot you wish them to appear 
• Search for specific fields 
• View archived fields and unarchive them
• Quick-create routing to spin up a new sub form from within a template
• Rename, duplicate, delete, and multi-select or copy the sub form
• Access a paginated sub forms list

Coast’s product team recently released a major update that allows users to restore deleted workspaces, eliminating the need to contact customer support for accidental deletions.

Before, when users accidentally deleted workspaces, there was no way to recover them without contacting customer support. This created frustration and workflow disruption. Now, deleted workspaces move to an accessible Trash in the organization settings. Cards within the workspace will also be deleted. It’s important to note that moving a workspace to Trash will remove it from view for the entire organization, not just yourself.

Any organization owner or admin can access the Trash, where workspaces are sorted by deletion date. Simply click the single “Restore” button to bring back the workspace to the global section. This may not be where the workspace was originally located. Look for it at the top of the last section. The user will then be able to manually reorganize it if needed. (Note: The full restoration can take up to an hour, depending on how much data needs to be restored.) 

To access this new feature, navigate to a Coast organization, and open the organization-level Trash to retrieve the accidentally deleted workspace. Or you can follow the demo below:

Through these improvements, Coast users can now:

• Easily access deleted workspace from a Trash section in the organization settings.
• Restore workspaces to the global section with one click.
• Reorganize the workspace if needed.

Coast’s product team recently released a major update that allows users to restore deleted cards from a workspace-level Trash, eliminating the need to contact customer support for accidental deletions.

Before, when users accidentally deleted cards, there was no way to recover them without contacting customer support. This created frustration and workflow disruption. Now, deleted cards move to an accessible Trash in the workspace settings. Any workspace member can access the Trash, where cards are sorted by deletion date. Simply click the single “Restore” button to place the card back into the workspace. All the card data will remain intact, and automations will automatically resume upon restoration.

Previously, historical records may have been incomplete if a related card was deleted. Now, the remaining card will retain information that was added before the related card was deleted. The data and text will simply show up as italicized. There’s also a new "Deleted On" field available for filtering in collection views.

To access this new feature, navigate to a Coast workspace, and open the Workspace Trash option to retrieve the accidentally deleted cards. Or you can follow the demo below:

Through these improvements, Coast users can now:

• Easily access deleted cards from a Trash section in the workspace settings.
• Restore cards to the workspace with one click.
• Continue to see data from deleted cards in related card fields. Deleted cards will behave as they always have (they do not appear in search or as options for new selections).
• Use a new "Deleted On" field available to filter collection views.

Coast’s product team recently released a major update to the Fields builder as part of the Builder experience.

The new builder gives users a dedicated space to configure the fields they want to capture data on cards for specific workflows. You’ll immediately notice the larger size of the builder, offering a full-page (and adjustable) surface area that improves the user experience. There’s also a search bar at the top of the screen for users to find features quickly, as opposed to manually scrolling.

Another improvement: Users can now add fields from the top of the modal or mid-list, instead of dragging and reordering them from the bottom. When adding a new field, the right sidebar now offers a clearer, dedicated configuration space. Users can also see any archived fields at the bottom of the list and restore them; whereas, before, they weren’t visible.

Simply navigate to a Coast workspace, open the workspace menu and select the field menu option to access the builder. Or you can follow the demo below:

 Through these improvements, Coast users can now:

• Configure fields in a wider modal or full-screen experience with more flexibility and space to work through the details of your configurations
• Search for fields easily using the search bar at the top of the screen
• Add components from the top of the modal or mid-list exactly where you want them
• Click on each field to open a static side panel for a clearer, dedicated configuration space
• View and restore archived fields for better visibility

Coast’s product team launched an update that gives users more ways to customize how they collapse and expand the left sidebar on desktop.

These changes give users the ability to view the left sidebar however they want. You can choose to either “expand on hover” (the current behavior) or “keep collapsed,” which allows you to navigate to other workspaces without changing the layout. When you choose “keep collapsed” mode, the sidebar stays collapsed even when you hover over individual workspaces. However, you can still see the names of those workspaces through tooltips. You can also toggle the collapsed state on and off by simply double-clicking any workspace in the sidebar. And you can expand or collapse all the sections at once (handy if you have a lot of sections) by option- or alt-clicking any section header.

Follow the demo below to see how easy it is to collapse and expand the sidebar in different ways:

 Through these improvements, Coast users can now:

• Keep the left sidebar collapsed when navigating to other workspaces
• Toggle the collapsed state on and off by double-clicking on any workspace
• Expand or collapse entire sections by option- or alt-clicking any section header

Coast’s product team recently launched an update that allows users to open images and files directly from Collection Views.

These changes give users direct access to images and files without having to open the card, creating fewer clicks and saving time. Simply click any image to open the image carousel, or click the file to open it in a new tab. The Collection View will display three images, with the total amount of additional images noted to the side. For files, only one can be shown per card, with additional ones accessible by opening the card. You can also hover over the images or files to see the file names and ensure you’re opening the correct one.

Follow the demo below to see how easy it is to access images and files:

Through these improvements, Coast users can now experience the following:

• Direct access to images and files without having to open a card
• Easy viewing of which images and files are attached to a card
• The ability to hover over images or files to see the file names

Coast’s product team recently launched a new design to our desktop layout.

The changes to the desktop layout give users the ability to choose how they want to view work orders, assets and other features within their workspaces. They include the option to show or hide the built-in chat feature or by making the modal full screen or fixed width.

Follow the demo below to see just how easy it is to make changes to your desktop layout:

 Through these improvements, Coast users can now experience the following:

• The ability to show or hide the chat feature within a work order or other workspace
• The option to make the modal full screen (responsive) or fixed width for optimal viewing
• Better readability of field labels (meeting higher accessibility standards)
• Defined boundaries of field labels (making it clearer what information is related)

Coast’s product team recently launched an exciting new feature, using AI to create sub forms in a matter of seconds.

With the power of AI, users no longer need to manually create sub forms. They can simply upload a PDF of a checklist they want to use, and our AI tools automatically create a clickable sub form for your team. Then, simply attach the form to a work order or inspection task to ensure work is getting done correctly every time.

To experience the new feature, click into the sub forms section of any workspace. Or watch the demo below:

 This new feature uses AI to:

• Automatically create sub forms from a PDF.
• Streamline sub form creation by no longer requiring users to manually input information.

Note: You need to install the latest maintenance bundle for this feature to work.

Coast prides itself in being an adaptable software, which is why our product team is always working to improve customizations for the user. Case in point: the new section management features.

Users could already rename sections and delete workspaces from a section. But now they can also create a new section, add or remove workspaces (without deleting them), and reorder workspaces to make the software exactly what they need. This is especially helpful for teams with multiple locations or several workflows to manage.

To experience the new section management features, click into the section you wish to update. Or watch the demo below:

This customization makes it easier to:

• Create new sections.
• Reorder workspaces to stay in a fixed order.
• Add or remove workspaces from a section.
• Manage multiple locations or workflows with ease.

Note: You need to install the latest maintenance bundle for this new feature to work.

Coast’s product team recently launched new automations in our Meters workspace that instantly create a work order as soon as an asset reaches a meter reading outside its predetermined threshold.

Automations in the Meters workspace alert your team whenever a meter reading passes a certain threshold. Now, when this happens, a Meter Work Order will also automatically be created and set as “Pending Review.” By creating these work orders automatically, maintenance teams can stay ahead of any equipment issues that may occur without the need for manual data entry.

To experience the new automation, click into the Meters workspace. Or watch the demo below:

This automation update makes it easier to:

• Automate Meter Work Orders.
• Track when asset meter readings go above a predetermined threshold.
• Stay ahead of equipment abnormalities.

Note: You need to install the latest maintenance bundle for this new automation to work.