Difference between revisions of "Version 10.0 Platform"
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==== Create New Email Templates and Rule Sets While Designing ==== | |||
:''The Problem:''When creating a process step that sends an email, for example, you need to specify the template to use for the message--otherwise you can't save your work. But what if no templates have been created yet? You have to stop what you're doing and start down another track to create the item you need. | |||
:''The Solution:'' In the selection list that shows Email Templates, it is now possible to create a new template on the spot. An empty template is created with the name you specify, ready for you to customize later. In the meantime, you can continue doing what you're doing, and save your current work before starting something new. | |||
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====Task-Completion Forms==== | |||
:When a user clicks the button to complete a task, the designer can determine the Form that appears for the user to fill out. | |||
===Aug 23, 2013=== | |||
==== Menu Reorganization ==== | ==== Menu Reorganization ==== | ||
:The gear menu changes to create a clearer separation between administration and customization activities. | :The gear menu changes to create a clearer separation between administration and customization activities. | ||
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==== "Global" Email Templates Relocated ==== | ==== "Global" Email Templates Relocated ==== | ||
:Rather than having two different locations where an Email template ''might'' be found, all email templates are now found in the object they apply to -- so the templates formerly known as "Global" are now found in the Dynamic Case Management application's [[Cases Object]]. | :Rather than having two different locations where an Email template ''might'' be found, all email templates are now found in the object they apply to -- so the templates formerly known as "Global" are now found in the Dynamic Case Management application's [[Cases Object]]. | ||
</blockquote> | </blockquote> | ||
===Aug 3 2013=== | ===Aug 3 2013=== | ||
<blockquote> | <blockquote> | ||
==== Selectively Trigger Rules during Record Updates ==== | ==== Selectively Trigger Rules during Record Updates ==== | ||
:It is now possible to trigger rules when updating records, as well as when adding them. The default when adding is to trigger any rules that exist, since that behavior is typically desired. But when updating a record, it is entirely possible to create a vicious circle of updates that does not end. For that reason, triggering of rules is disabled by default for updates. But can the behavior can be enabled, as needed. | :It is now possible to trigger rules when updating records, as well as when adding them. The default when adding is to trigger any rules that exist, since that behavior is typically desired. But when updating a record, it is entirely possible to create a vicious circle of updates that does not end. For that reason, triggering of rules is disabled by default for updates. But can the behavior can be enabled, as needed. | ||
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:It is now possible to create a link in a JSP page (for example) and--assuming the user has a platform login--open a data entry [[Form]] that has one or more fields pre-filled when the user clicks on that link. That makes it possible to set up several links that "do the right thing", depending on which one the user clicks. | :It is now possible to create a link in a JSP page (for example) and--assuming the user has a platform login--open a data entry [[Form]] that has one or more fields pre-filled when the user clicks on that link. That makes it possible to set up several links that "do the right thing", depending on which one the user clicks. | ||
:''Learn more:'' [[Prefill Form Fields]] | :''Learn more:'' [[Prefill Form Fields]] | ||
</blockquote> | </blockquote> | ||
Revision as of 23:20, 23 August 2013
Coming Soon
Task-Completion Forms
- When a user clicks the button to complete a task, the designer can determine the Form that appears for the user to fill out.
Aug 23, 2013
Menu Reorganization
- The gear menu changes to create a clearer separation between administration and customization activities.
- Learn more: Using the Agent Portal
Localized Formats for Numbers and Currencies
- As part of a large, multi-national organization, AgileApps Live has taken a significant step forward in its support for international standards.
- As in the past, a company can specify the default format for dates and times. Users can choose the format they are most comfortable with. The platform then does the formatting, allowing reports, records, and database views to present data in the most readable way possible.
- Now, though, a company can do even more:
- The company can specify the default format for numbers, allowing users to choose the format they're familiar with. As with dates, formatting is performed automatically by the program.
- Perhaps even more importantly for a wide variety of applications, the company can specify the currency format, so that data entry forms and reports use the format appropriate to the company's locale.
- Learn more: Localization
Specify "Reply above this line" Text
- When a message goes out, recipients are instructed to type their message at the top of the reply. The text that tells them to do so can be customized by designers.
- Learn more: End of Message Marker
"Global" Email Templates Relocated
- Rather than having two different locations where an Email template might be found, all email templates are now found in the object they apply to -- so the templates formerly known as "Global" are now found in the Dynamic Case Management application's Cases Object.
Aug 3 2013
Selectively Trigger Rules during Record Updates
- It is now possible to trigger rules when updating records, as well as when adding them. The default when adding is to trigger any rules that exist, since that behavior is typically desired. But when updating a record, it is entirely possible to create a vicious circle of updates that does not end. For that reason, triggering of rules is disabled by default for updates. But can the behavior can be enabled, as needed.
- Learn more: Rule Actions
Trigger Rules Before of After a Record is Imported
- Previously, it was possible to trigger a rule before a record was imported, but not after. It is not possible to do both.
- Learn more: Event Rules
Selectively Disable Quick Text Entries
- By default, Quick Text entries are available for use. But it is now possible to disable them, so they are not visible to users. For example, you might do that when creating entries for use in the future.
Prefill Form Data using Simple URLs
- It is now possible to create a link in a JSP page (for example) and--assuming the user has a platform login--open a data entry Form that has one or more fields pre-filled when the user clicks on that link. That makes it possible to set up several links that "do the right thing", depending on which one the user clicks.
- Learn more: Prefill Form Fields
July, 2013
Ability to Create New Dynamic Case Management Applications
- You now have two ways to create a new Dynamic Case Management (DCM) application. The first is to customize the (one and only) ServiceDesk application. That lets you take advantage of special ServiceDesk Features for customer interactions, but you can only have one such application installed at any given time. For other kinds of cases, you can create a new Dynamic Case Management Application, and have as many of those as you like.
- Learn more: Application Construction Wizard
Global Email Templates
- Previously, email templates were created for each object (for example, the Cases object). That capability still exists but now, global email templates can be created. Those templates can be used when sending a message from any record in the system (for example, from records in the Contacts or Tasks objects.
User-Role Function
- A new function can be used to see if the current user has a given Role. That function can be used in Form Layout Rules for example, to vary the appearance of the form based on the user's role.
May, 2013
Multi Step Tasks
- Case Agents can now create an "ad hoc" process while managing a case, by creating a Multi Step task.
- Learn more: Multi Step Tasks
Role-based Process Control
- The ability to start and stop a given process can now be determined by a user's Role.
- Learn more: Process Settings
Custom Form Actions in Case Forms
- Action buttons can now be added to Case Forms, and to Forms created for records in other objects.
- Learn more: Custom Form Actions
Rules for Import Events
- It is now possible to trigger rules when records are imported. Rules can be triggered by individual records, or by the import process as a whole.
- Learn more: Event Rules
Print Cases and Other Records
- When you're viewing a record and you open the list of Actions in the sidebar, you now have a Print option. You can choose the Form or Document Template to use for printing, choose Portrait or Landscape mode, and choose whether to save the document or view it online.
- Learn more: Use a Template to Print a Record
Customizable Auto Completion
- It is now possible to determine how Auto Completion works. You can specify which fields are searched for the text the user types, and which fields are displayed to help the user determine which record to select.
- Learn more: Auto Completion