Difference between revisions of "Version 10.3 Platform"
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:The [[Views and Reports]] option can be used to access the dashboards defined in the application and make modifications to a dashboard's name, layout, and visibility. | :The [[Views and Reports]] option can be used to access the dashboards defined in the application and make modifications to a dashboard's name, layout, and visibility. | ||
==== Record Task Messages | ==== Record Task Messages, Complete Tasks using Email ==== | ||
:An email channel can be configured to process messages related to tasks, as well as cases. Messages related to the task are then stored in the task history. In addition, action commands can be used complete an action-task, or approve/reject an approval-task. A note saying that the task has been completed, approved, or rejected is then added to the history for the record the task is attached to. | :An email channel can be configured to process messages related to tasks, as well as cases. Messages related to the task are then stored in the task history. In addition, action commands can be used complete an action-task, or approve/reject an approval-task. A note saying that the task has been completed, approved, or rejected is then added to the history for the record the task is attached to. | ||
:''Learn more:'' [[Email Channel#Email Handling]] | :''Learn more:'' [[Email Channel#Email Handling]] | ||
Revision as of 19:16, 1 October 2014
See also:
- Version 10.2 Platform (previous release)
- All Release Notes
Next Release
One-click File Preview
- When clicked, word documents (.docx) files and PDF files that have been uploaded as attachments are displayed in a popup PDF viewer, so they can be seen without having to download them first.
Non-Editable Fields Grayed Out
- When your permissions don't let you modify a field, and that field appears in a form, it is grayed out.
Manage Dashboards
- The Views and Reports option can be used to access the dashboards defined in the application and make modifications to a dashboard's name, layout, and visibility.
Record Task Messages, Complete Tasks using Email
- An email channel can be configured to process messages related to tasks, as well as cases. Messages related to the task are then stored in the task history. In addition, action commands can be used complete an action-task, or approve/reject an approval-task. A note saying that the task has been completed, approved, or rejected is then added to the history for the record the task is attached to.
- Learn more: Email Channel#Email Handling
Task Comments Auto-Copied to Related Record
- When a comment is added to a task, that comment is automatically copied to the record the task relates to, so it appears in the record history.
New in the Docs
- Java Code Samples#Set Case Status According to Related Tasks
This example determines the status of a case by examining all of its related tasks- Customization FAQs#What is the "User ID" value when a Record is Assigned to a Team?
6 Sep 2014
"Leaving this Page" Warning
- A warning appears when leaving a page without saving your changes, in circumstances that will cause your changes to be lost.
(The warning does not appear if the data will still be there when you return.)Date Comparisons in a Process Decision Switch
- When examining a date field in a Decision Switch, the complete set of date-range comparisons is available, including This Month, Previous Month, This Year, and other options that were previously available when Defining Conditions for a Rule.
- Learn more: Date Comparisons
Simplified Structure for the REST Application Access API
- Element attributes have been converted into the sub-elements in the data structure for the Application Access API. The simplified structure supports the JSON data format, as well as XML.
- Learn more: REST API:applicationAccess Resource