Version 10.2 Platform
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2 Aug 2014
Simplified Record Banner
- When viewing a Case or Task, there is a simpler, more streamlined banner at the top of the page. The elimination of the scrollwork edging, rounded corners, and other graphic details make it work better on mobile devices. In addition, it works more reliably when the page is resized, and it accommodates longer status labels--an especially important consideration for languages other than English.
Task Delegations
- Tasks belonging to a specific user, or visible to them by virtue of their Role, can be delegated to another for a period of time you specify.
- Learn more: Task Delegations
Collision-Prevention Alerts for All Records
- When viewing a case, a popup alerts you to others who may be viewing the same case, so you can coordinate your changes. That mechanism now applies to Tasks and to records in all other platform objects.
Clone Processes
- When a complex process has a similar variations, you can save time by creating a single version and copying it, instead of building each variation from scratch.
- Learn more: Processes#Cloning a Process
Deprecated Master-Detail option
- The option to specify a "Master-Detail Relationship" when creating a Lookup field has been phased out. (For equivalent functionality, use Rollup Summary Fields and Subforms.)
- Learn more: Master-Detail relationship
New Field Returned in Login API
- In the REST login API, the response string now contains the cookieString field.
New in the Docs
28 June 2014
Full Task Form when Adding a Task
- When viewing a record (for example, a Case), the sidebar's Add Task action has an additional option that gets you to the full Task Form. There, you can specify a description and supply values for any other fields that may have been added to the Tasks object.
- Learn more: Working with Tasks#Creating Tasks
Filter a Record's Activity History
- When viewing the activity history for cases (or records in any other object), a new filtering option lets you display only those activities that you have performed:
- Learn more: Working with Cases#Filter the Case History
Callable Processes and Subprocesses
- Within a process, create a Subprocess to allow a common exception-event handler to be used for multiple process steps. Alternatively, create a Callable Process that can be called as a step in another process.
- Learn more: Design Options#Choosing a Callable Process or Subprocess
"Switch User Roles" is a Company Information Setting
- Previously, this feature could be enabled only by the Service Provider. It can now be set in the Company Information#Application Settings.
- Learn more: Switch User Roles
Generate Word and PowerPoint Files using Java API
- In addition to generating documents from HTML and JSP templates, the Java API can be used to generate Word documents and PowerPoint files.
- Learn more: Java API:Document Management#generateDocument
2 June 2014
Important:
Package-providers: Republish your packages at the earliest opportunity.Two of the features added in this release define new option settings: Those settings control the contents of the sidebar in application forms, and the location of the Reports tab. Currently installed applications are not affected, but since those settings are not part of previously published packages, new installations will see an empty sidebar, and will not have a Reports tab.
- Tip:
If you have been developing a new version, save it in a package.
Then revert to the old version for long enough to republish it.Users
Choose a Default Dashboard
- You can specify which dashboard you see when you click the Dashboards tab.
- Learn more: Dashboards#Working with Dashboards
Add a Comment when Assigning Ownership - Action Required
- When assigning a Case or Task to a new owner, it is possible to add a comment. The comment becomes part of the case record, and is included in the notification message that is sent to the new owner.
- Learn more: Change Record Ownership
- To make this feature work in an existing Case Management application, the Email Templates used for Case and Task assignment notifications need to be modified to include a new variable. (New installations of the ServiceDesk application already include it. Existing installations need to add it, to make the comments part of the notification message.)
- Modify the Case template:
- Go to
> Objects > Cases > Email Templates
- Choose Case Assignment Notification
- Add the variable to the template on a line after "Has been assigned to you."
- The variable is $__owner_change_comment__.
- (It can also be selected from the list of variables provided for the template.)
- Modify the Task template:
- Go to
- Choose Task Assignment Notification
- Add the variable to the template on a line after "Subject: $tasks.subject".
Designers
Switch User Roles
- When users are assigned multiple roles in an application, this tenant capability requires them to choose which is active. The user's privileges are then limited to the set accorded to the currently active role, instead of being the combination of all their roles (the default behavior).
- Learn more: Switch User Roles
Process Enhancements
- Process Model Versioning
- The Process page displays the process model's revision history. The process model diagram for an earlier version can be seen, and it is possible to revert to an earlier version.
- Learn more: Processes#Revision History
- Export a process model
- An XML representation of a process model can be exported, in BPMN 2.0 format.
- Learn more: Processes#Exporting a Process Model
Execute a Web Service from a Rule
- A Web Service can be directly executed from a Rule, without requiring a Process to be wrapped around it.
- Learn more: Rule Actions
Control the Display of Form Sidebars
- The items that appear in the sidebar when visiting a record can be selectively turned off using the new Advanced Options in the Form properties.
- Learn more: Form Properties#Advanced Options
- Note:
Because this is a new feature, the option settings are not present in existing packages. Although existing installations are not affected, new installations will see an empty sidebar. To prevent that problem, all existing packages should be republished, so they contain the new settings. (As an alternative, users of the installed package can use the Form property settings to bring them back.)Control the Display of the Reports Tab
- The Reports tab can now be hidden, and the location in which it appears can be specified.
- Learn more:
- Admins can use Tab Preferences to set its default position for different roles.
- Users can modify their Application Tabs to change where it appears.
- Note:
Because this is a new feature, the option setting is not present in existing packages. Although existing installations are not affected, new installations will not see the Reports tab. To prevent that problem, all existing packages should be republished, so they contain the new settings. (As an alternative, users of the installed package can use the Resource Sharing feature to bring it back.)Turn Off Notifications when Creating a Task
- When using a Rule to create a task, it is possible to turn off the notification email that gets sent to the task owner, by default. That feature is useful for tasks that are created every day, for example, because users already know to check their queue.
- Learn more: Rule Actions#Create Task
Admins
"Switch Back" Option after Proxy Login
- When an admin uses the proxy login feature to temporarily become another user, there is now a Switch Back option that makes it easy to get back to the original login, at the same platform page the admin was in when they left. That option also appears after logging in to a sandbox.
- Learn more:
Docs
New in the Docs
- List Views#Customizing a List View - Shows how to modify a view of records.
- Design Options - A new page that describes possible solutions for common design problems.
5 May 2014
Community Marketplace Enhancements
- A new button allows you to determine exactly when a package is submitted. An existing catalog entry remains unchanged until a new version is submitted and approved. Once approved, the new version replaces the old. That arrangement has two significant benefits. First, it allows developers to publish a new package version for testing or backup, and save catalog information for that version, without affecting the existing catalog entry. Second, it means that the package contents and descriptive information provided for it are always exactly what the Service Provider approved.
- Learn more:
Use a Rule Set to Make a Process Decision
- A Rule Set invoked in a Process can return a value that can be tested in a Process decision switch, allowing the process branch to be determined by the Rules executed in the Rule Set.
- Learn more: Process_Model#Decision_Switch
Group Report Records by Quarter
- Report grouping options include the ability to group records by quarter.
- Learn more: Report Group#Date Groupings
Audit Log Enhancement
- Lengthy entries in the Audit Log are now truncated, with a Show more link for additional detail, so it is easier to review for significant events.
Web Service Logging
- When a Web Service fails, details of the invocation and subsequent results are recorded in the Audit Log, allowing for diagnosis and repair. In addition, a Debug flag can be set for a Web Service. That setting adds a record of invocation details and results for successful executions, allowing for a detailed examination of the call that was made, the data that was sent, and the data that came back.
- Learn more: Web Services Integration#Web Service Execution History
Interactive Search Option for Web Services (15 Apr ISV Release)
- A web service can return multiple records, and users can interactively choose which record to reference.
- Learn more: External Lookups
New in the Docs
- New Pages:
- Articles:
- Building a Dynamic Case Management Application in the AgileApps Cloud (pdf)
Simplified to make it easier to get started. Discussion of Web Services added,- Building an Advanced Two-Phase Case Management System in the AgileApps Cloud
Advanced rules and processes for a two-phase Dynamic Case Management application.