Version 10.0 Platform

Coming Soon

Menu Reorganization

The gear menu changes to create a clearer separation between administration and customization activities.

Localized Versions of Number and Currency Fields

A company can specify the default format for numbers and currencies, and users can choose the format they're familiar with.

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.

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 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