One Link Sign-up: Migration from Sheets to Tables

One Link Sign-Up has now been migrated from Sheets to Google Tables. All your data can be kept in a single sheet, while you can still store your own notes outside the tables in the same spreadsheet.

The web app setup has also been simplified, so you can get a basic sign-up web app up and running in about 2 minutes.

Try the link below to copy a template and follow a few simple steps to give the add-on a try. I hope you find it useful!

https://docs.google.com/spreadsheets/d/1YacmNGZZy9wmpoRoTsIEGxrtjiGN_k-SFpuBvlxcLoc/edit?gid=1873387799#gid=1873387799/copy

Comfort Attendance: QR Code Migration

Google web apps have disabled camera access for newly created web apps. As a result, a newly created web app will not be able to open the camera.

Comfort Attendance has been enhanced to open the QR code scanner in a separate window, and the QR code scanner is now working properly.

A demo is available here:

https://spcsoft.pages.dev/gso?mne=CFA&fid=10L1aPxv5KHdK5i44wWKGY3bRrdfcPN8m4j4Hq1ov_O0&key=MTBMMWFQQVQ=

The new QR code scanner can be opened by clicking the circled icon below on the demo web app:

The new scanner provides status update selection and information:

Personal Investor Lab: User Deployed Web App

Personal Investor Lab can run as a library, allowing users to create a simple Apps Script project that uses the library. Once the script is deployed as a web app, its URL can be entered in the Personal Investor Lab configuration.

With the user's authorization to access Spreadsheets and Drive, the user's web app can copy charts to alert reports, save the reports to the folder where the spreadsheet running the add-on is located and can be used to resume at timeout in addition to the trigger.

How to Set Up the User Script

1. In your spreadsheet, click Extensions > Apps Script.
2. In the left-hand menu, click Libraries +.
3. In the Script ID field, enter id obtained from spcsoft.solutions@gmail.com
   
4. Click Look up.
5. Click Add.
6. Replace the existing code with the following:

function doGet(e) {
  return SPCsoftGateway.doGet(e);
}

function doPost(e) {
  return SPCsoftGateway.doPost(e);
}

7. Click the + (Add a service ) next to Services and add Google Sheet API.
8. Click the blue Deploy button in the upper-right corner.
9. Click New deployment.
10. Click Select type > Web app > Execute as: Me (user) Who has access: Only myself
11. Click Deploy.
12. Under Web app URL, click the Copy icon, then paste the URL into the Personal Investor Lab configuration.

Comfort Attendance - Reminder for User to Add Attendance Column

When all available date columns in the Attendance sheet have been filled, Comfort Attendance Web App cannot find a column with a date of today or later. It will display the following error message:

Date column with a date of today or later was not found for updating attendance. Please check your Attendance sheet and configuration.

For a better user experience, Comfort Attendance Web App will display the very last column of the Attendance sheet. When you see the attendance which has been taken in the last available column, you will be reminded to add a new date column at the end of the Attendance sheet.

To-do List Plugin - Support Multiple To-do Sheets

To-do List Plugin has been enhanced to support multiple to-do sheets. This allows you to categorise the to-do list with teammate, personal and work, etc in separate sheets.

Please follow the steps below:

1. Click on the to-do sheet tab and duplicate the sheet.

    

2. Change the sheet name.

3. Run the Configure function to enter to-do sheet names, separated by commas.

4. Make sure all to-do sheets have the same format and configuration. 

5. The Plug in, Configure plug and Unplug functions will run on all defined to-do sheets.

6. The Refresh function will run on the active to-do sheet only.

7. The log will include the to-do sheet name in front of each task.

Personal Investor Lab: Staged Mode for Online Dashboard Renewal

A new Activate Staged Mode function has been added for online dashboard renewal.

When Staged Mode is activated, alerts are generated much faster because chart building is skipped. You can then use the generated alerts to fine-tune your alert settings before proceeding with chart generation.

Personal Investor Lab: Shortcut Menu for Faster Navigation

I'm excited to introduce a new floating Shortcut Menu in Personal Investor Lab, designed to make frequently used functions more accessible and improve the overall usage.

What's New

Floating Shortcut Menu

The new floating shortcut menu provides quick access to the most commonly used functions:

• Refresh Holding Price
• Build Chart
• Renew Dashboard
• Post Activity

You can move the menu to any blank space which will stay there, visible while you use the add-on, reducing the need to navigate through multiple menus and making navigation more efficient.

Automatic Display

The Shortcut Menu automatically appears when you run the following function from menu:

• Refresh Holding Price
• Build Chart for a selected ticker.

Improved Chart Viewing Experience

The floating menu is particularly useful when viewing tickers which are not saved in the Chart sheet.

Quick Access to Post Activity

The Post Activity function is now readily available from the Shortcut Menu.

This is especially useful when updating activities that do not involve a row change will trigger  renewing holdings automatically.

Summary of Benefits

• Faster access to frequently used functions
• Fewer menu clicks
• Improved workflow when reviewing charts
• Convenient activity posting for non-row-change updates
• Better overall user experience