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- 22:52, 16 December 2024 Configure Question Titles (hist | edit) [2,165 bytes] Admin (talk | contribs) (Created page with "You can specify the title property to set a question title. If you leave it unspecified, the question displays its name value as a title. However, question titles can have additional elements that you can configure, such as question numbers and required marks. * Question Numbers * Required Mark * Title Pattern == Question Numbers == Questions are numbered starting with 1. If you want to start numbering with a different number or use letters instead, specify the form's...") Tag: Visual edit
- 22:50, 16 December 2024 Create a Multi-Page form (hist | edit) [10,125 bytes] Admin (talk | contribs) (Created page with "This step-by-step tutorial will help you create a form with multiple pages. * Add Multiple Pages to a form * Configure Page Visibility * Configure Page Navigation ** Switch Between Pages ** Page Navigation UI * Configure Special Pages ** Start Page ** Complete Page ** Preview Page * Render the form == Add Multiple Pages to a form == A page is a container for other form elements (related objects and questions). Pages cannot be nested into each other. Every form should h...") Tag: Visual edit
- 22:42, 16 December 2024 Conditional Logic and Dynamic Texts (hist | edit) [26,733 bytes] Admin (talk | contribs) (Created page with "Conditional Logic and Dynamic Texts This help topic describes how to implement custom conditional logic and add dynamic texts to your form. == Dynamic Texts == Survey UI texts support placeholders whose values are computed at runtime to make the texts dynamic. Placeholders can be used in the following places: * Titles and descriptions of forms, pages, panels, and questions * Properties that accept HTML markup (completedHtml, loadingHtml, etc.) * Expressions You c...") Tag: Visual edit
- 07:02, 11 December 2024 Portal chat component (hist | edit) [439 bytes] Admin (talk | contribs) (Created page with "In addition to the internal/digital experience two-way chat component, we have developed a portal chat component that can be embedded in the 3B portals to allow two-way chat with internal users. Simply drag and drop the component, and it is ready to go! Note: You can set the parent element's height to an arbitrary number e.g. 600px in order to limit the height of the component. Category:3B Onboarding") Tag: Visual edit
- 06:54, 11 December 2024 3B Onboarding version 6.15 changelog (hist | edit) [503 bytes] Admin (talk | contribs) (Created page with "== New == * This version introduces the portal chat component. It is a component that can be dragged and dropped inside a 3B Portal, allowing portal users to have interactions with internal users. This tool is in addition to the internal/digital experience two-way chat component. == Link == thumb|Portal Chat Component https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ5000000D4lR Catego...") Tag: Visual edit
- 03:37, 11 December 2024 Changelog 3B CLM v5.6 (hist | edit) [418 bytes] Admin (talk | contribs) (Created page with "== Fixes == * DEV-418 - Headings not formatted correctly in 3B Docs * DEV-419 DEV-420 - Deprecated HTMl embed & Todo List from Docs * DEV-425 - Sign wouldn't retain the labels settings upon page reload * Fixed a bug with iOS Safari where drop downs wouldn't render == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ7000000LPBe Category:3B Docs Changelog Category:3B Sign Changelog") Tag: Visual edit
- 02:15, 11 December 2024 Mobile App Branding (hist | edit) [2,398 bytes] Admin (talk | contribs) (Created page with "To brand the app's icon, favicon and metadata, please navigate to Setup -> Static Resources and download the static resource "Branding (b3p)". You can use https://www.favicon-generator.org/ to upload an image and get all the file types generated. thumb|Branding Static Resource You can edit the app.webmanifest to adjust it as needed:<syntaxhighlight> { "name": "3B Portal", "description": "Portal build using 3B technologies...") Tag: Visual edit
- 01:19, 11 December 2024 Submit week for approval (hist | edit) [4,134 bytes] Admin (talk | contribs) (Created page with "Introduced in version 2.1. Submitting a week for approval through the timesheet submission component requires the configuration of 4 properties on the shift and expense schedulable definition like follows:<syntaxhighlight lang="json"> { "schedulable": { "shift": { ... "canEdit":{ "condition":{ "allOrSome":"all", "selectors":[ { "field"...") Tag: Visual edit
- 01:12, 11 December 2024 WFM Changelog v2.1 (hist | edit) [263 bytes] Admin (talk | contribs) (Created page with "== Fixes == * DEV-422 - checkboxes in record forms were always required. This is a bug and it has been rectified to respect the required state == New == * DEV-363 - Timesheeting - submit week for approval - added as a feature Category:3B WFM Changelog") Tag: Visual edit
- 06:47, 10 December 2024 3B Onboarding version 6.14 changelog (hist | edit) [223 bytes] Admin (talk | contribs) (Created page with "== Fixes == * My documents could display duplicate document packs in a bug introduced in 6.13. == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ5000000D4lH Category:3B Onboarding Changelog") Tag: Visual edit
- 06:08, 10 December 2024 WFM Changelog v2.0 (hist | edit) [321 bytes] Admin (talk | contribs) (Created page with "== Fixes == * Fixed a bug in the clock app where the UI could be too narrow in some popups making for poor user experience * Fixed a bug in the scheduler app where the close button on a pop-up could prevent the user from opening the same pop-up (affecting matching, shift creation and more) == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tQH000000tnMf Category:3B WFM Changelog") Tag: Visual edit
- 01:39, 10 December 2024 3B Onboarding version 6.13 changelog (hist | edit) [650 bytes] Admin (talk | contribs) (Created page with "== New == * The entire application now relies on the new Authorization Mechanism. * All components (user-documents, user-sessions, assessments) have been re-built == Fixes == * DEV-416 - My Documents - when a document was submitted successfully, we wouldn't reflect the updated status in the navigation menu (the colored dot wasn't updated properly) == Dependencies == '''Portals v2.9''' - <nowiki>https://3bknowhow.com/wiki/3B_Portals_%26_Mobile_App_version_2.9_changel...") Tag: Visual edit
- 01:11, 10 December 2024 3B Portals & Mobile App version 2.9 changelog (hist | edit) [250 bytes] Admin (talk | contribs) (Created page with "== Changes == * Vital updates to the communication mechanism to allow Onboarding v6.13 components to operate without issues. == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS000000S9YD Category:3B Portals Changelog") Tag: Visual edit
- 22:48, 9 December 2024 WFM Changelog v1.9 (hist | edit) [204 bytes] Admin (talk | contribs) (Created page with "== Fixes == * DEV-414 - Editing a record in the Clock app or TS Approval/Submission would block re-opening the edit modal if the X button on the modal was used to close it. Category:3B WFM Changelog") Tag: Visual edit
- 07:55, 9 December 2024 3B Portals & Mobile App version 2.8 changelog (hist | edit) [189 bytes] Admin (talk | contribs) (Created page with "== Fixes == * 2.7 could introduce broken styling for some pages == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS000000RZ3J Category:3B Portals Changelog") Tag: Visual edit
- 07:25, 9 December 2024 3B Portals & Mobile App version 1.27 changelog (hist | edit) [164 bytes] Admin (talk | contribs) (Created page with "Gold Master Release - contains bugfixes == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS000000RYFJ Category:3B Portals Changelog") Tag: Visual edit
- 02:00, 9 December 2024 Changelog 3B CLM v5.5 (hist | edit) [525 bytes] Admin (talk | contribs) (Created page with "== New == * thumb|Record File ManagerThis version includes the release of the record files manager. This is a utility, helping admins manage and classify record files. The record file manager can be embedded on any visualforce page, can work within a digital experience or in the context of 3B Onboarding - it can be added as a component. Category:3B Docs Changelog Category:3B Sign Changelog") Tag: Visual edit
- 03:34, 8 December 2024 Changelog 3B CLM v5.3 (hist | edit) [2,614 bytes] Admin (talk | contribs) (Created page with "== Improvements == * Optimized and faster loading for documents, templates and redlining requests == Changes == * Updated the app to utilize the new authorization mechanism * Removed beige background, auto added on some PDFs * Fixed confetti on PDF download * 3B Sign: Added dynamic output size - depending on the box drawn, we will ensure that the contents (text) will be scaled appropriately to fit within the box by changing the font size * 3B Docs: Added the ability t...") Tag: Visual edit
- 00:01, 5 December 2024 Scheduler Definition (hist | edit) [3,943 bytes] Admin (talk | contribs) (Created page with "The scheduler's definition JSON has the following footprint. == Schedulables == The schedulable defines the object to be scheduled<syntaxhighlight lang="json"> { "schedulables":{ "shift":{ ... } "request": { ... } } } </syntaxhighlight><syntaxhighlight lang="json"> { "schedulables":{ "request":{ "objectType":"b3s__Employee_Request__c", "startFieldPath":"b3s__Start__c",...") Tag: Visual edit
- 23:51, 4 December 2024 Definition Conditionality (hist | edit) [4,624 bytes] Admin (talk | contribs) (Created page with "Within the app definition, you can create conditional statements and matchers that can return data or evaluate boolean conditions to determine the outcome. == Matchers == A matcher is an object definition that instructs the system to match a field value to another field, to a custom literal or to evaluate a conditional. The matcher always returns a value - this is the value that will be used by the schema. The example below is a matcher created with a conditional. The...") Tag: Visual edit
- 23:41, 4 December 2024 Scheduling Filters (hist | edit) [2,172 bytes] Admin (talk | contribs) (Created page with "Similar to data loaders and special dates, Scheduling Filters are javascript definitions that allow us to define custom event and resource filters. The below example provided example is for a Job filter. The fingerprint of the javascript object is as follows: * name - must be a unique, camelCase name of the filter * label - will be displayed in the list of filters * items - a javascript function that must return a list of objects with a name and a label attributes * ma...") Tag: Visual edit
- 23:37, 4 December 2024 App Loaders (hist | edit) [2,768 bytes] Admin (talk | contribs) (Created page with "Application loaders are used to load auxiliary records to support the context definition. == Scheduler == To set up app loaders for the scheduler, go to Setup -> Custom Metadata -> Scheduler Loaders == Candidate App / Timesheeting / Terminal == To set up app loaders for the scheduler, go to Setup -> Custom Metadata -> Component Loaders == Object Name == The scheduler app loader follows the same pattern as the App Definition - you need to set the correct Object...") Tag: Visual edit
- 23:25, 4 December 2024 App Definition (hist | edit) [892 bytes] Admin (talk | contribs) (Created page with "The app definition is a JSON file that is added to custom metadata records that helps provide configuration to the relevant application. == Scheduler == The app definition is setup from Custom Metadata -> Scheduler Definition == Candidate App / Timesheeting / Terminal == The app definition is setup from Custom Metadata -> Component Configuration == Object Name == You can assign an object definition to Scheduler Definition records. This will ensure that the definition...") Tag: Visual edit
- 23:20, 4 December 2024 WFM Context (hist | edit) [3,719 bytes] Admin (talk | contribs) (Created page with "App context is important for identifying the context in which the component is embedded, and it is derived from the id URL parameter (auto-populated when the record is embedded in on a record). The context is available in the schema through the ":contextId" syntax. In schedule loaders, the context can be retrieved using the "contextRecordId" global variable. In addition, you can access the currently logged in user via “:contactUserId” or “:userId” which returns t...") Tag: Visual edit
- 09:29, 3 December 2024 WFM Changelog v1.8 (hist | edit) [1,612 bytes] Admin (talk | contribs) (Created page with "Category:3B WFM Changelog") Tag: Visual edit
- 02:08, 30 November 2024 3B Portals & Mobile App version 2.4 changelog (hist | edit) [564 bytes] Admin (talk | contribs) (Created page with "== New == * This version introduces a brand new authentication mechanism - when installing this version, disruption is possible unless you have followed the configuration guide. * All new UI and UX of the builder * Stability, security and reliability improvements * Improved caching management == Important == * This version uses the new authentication mechanism. Please monitor for any undesired issues. == Link == https://login.salesforc...") Tag: Visual edit
- 00:51, 26 November 2024 New Authorization Mechanism (hist | edit) [4,548 bytes] Admin (talk | contribs) (Created page with "== Intro == The new app authorization mechanism allows us to securely connect 3B Forms, 3B CLM, 3B WFM, 3B Onboarding and 3B Portals & Mobile Apps with Salesforce and the mechanism replaces the old Username + Password + Token mechanism. The benefits of the new mechanism are: * If a user's password expires or is reset, the connection would continue to work without disruption * A more reliable connection and better error messaging * A server-to-server connection ensures...") Tag: Visual edit
- 04:41, 25 November 2024 3B Onboarding version 6.12 changelog (hist | edit) [561 bytes] Admin (talk | contribs) (Created page with "== New == * This version introduces a new way to Register & Apply for a job. If a Registration Form is not defined, we will use the default login-component. This also applies for non-portal implementations. Note that if Job Boards / Job Posts are used externally (on a client's website), then you will need to add b3p__StandardComponents resource on the web page as it is responsible for the login-component. == Link == https://login.salesforce.com/...") Tag: Visual edit
- 04:25, 25 November 2024 3B Portals & Mobile App version 2.3 changelog (hist | edit) [497 bytes] Admin (talk | contribs) (Created page with "== Fixes == * A stable fix for portal pages not loading on some Windows machines == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS000000Qnhp Category:3B Portals Changelog") Tag: Visual edit
- 03:01, 25 November 2024 Push Notifications (hist | edit) [1,324 bytes] Admin (talk | contribs) (Created page with "3B Portals & Mobile apps allows push notifications based on salesforce flows / apex triggers to be sent to mobile app subscribers. Setup == Setup == From version 2.0+, admins will need to go to Setup -> Custom Metadata -> Google Service Auths and create a new record. The record must be named "Push", leave all fields with the default configuration. == Sending Push Notifications == To send a push notification, the portal user must be signed in and must have granted "Push...") Tag: Visual edit
- 02:54, 25 November 2024 3B Portals & Mobile App version 2.1 changelog (hist | edit) [551 bytes] Admin (talk | contribs) (Created page with "== Fixes == * We are rolling out a potential fix for issues loading portal pages on Windows - Chrome/Edge devices * Fixed issues with caching requests * Further optimized page loading speeds * Push notifications were not being sent. The issue was with an old version of firebase. Logic is now re-worked and there are post-installation instructions that need to be followed. Check out the linked article == Link == https://login.salesforce.com/packagi...") Tag: Visual edit
- 19:00, 20 November 2024 Changelog 3B CLM v5.1 (hist | edit) [276 bytes] Admin (talk | contribs) (Created page with "== Fixes == * Generated Documents could have a non-white background which will present on the final PDF. This is rectified == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ7000000LP94 Category:3B Docs Changelog Category:3B Sign Changelog") Tag: Visual edit
- 07:46, 18 November 2024 3B Onboarding version 6.11 changelog (hist | edit) [256 bytes] Admin (talk | contribs) (Created page with "== Changes == * Better mobile view for user-documents - we have removed the "bell" icon and replaced it with a drop down button == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ5000000D4gC Category:3B Onboarding Changelog") Tag: Visual edit
- 05:15, 15 November 2024 Customize Templates Behaviour and Labels (hist | edit) [226 bytes] Admin (talk | contribs) (Created page with "More labels and settings are now available on a 3B CLM template. Simply click on the cog-gear icon and customize the the behaviour of 3B Templates thumb|Template Settings Category:3B Docs") Tag: Visual edit
- 05:11, 15 November 2024 Disabling Submission Form (hist | edit) [420 bytes] Admin (talk | contribs) (Created page with "== Intro == If you have embedded fields on a Template but do not want users to complete them through the submission form, you can now use the new setting "Do Not Use Submission Form" from the Template's settings. Any embedded fields will have to be completed directly on the document. Note that the signature workflow (First Name, Last Name + Signature) will continue to be in the submission form. Category:3B Docs") Tag: Visual edit
- 05:09, 15 November 2024 Multiple Submitters for 3B Templates (hist | edit) [1,116 bytes] Admin (talk | contribs) (Created page with "== Intro == Adding multiple submitters to a template requires that you pre-generate the document. Use the Template publisher and select the "Start collaboration" button. This will create a Redlining Request record against which you can add the submitters as Collaborators. Make sure to tick the Read Only checkbox if you do not want submitters to edit or interact with the document. Each collaborator needs to be assigned with an Order number. Each collaborator needs to a...") Tag: Visual edit
- 05:05, 15 November 2024 URL Merge Tags (hist | edit) [308 bytes] Admin (talk | contribs) (Created page with "== Intro == Since version v5.0 of CLM, you can insert URL merge tags to a document. Simply create a merge tag and add it to your document, e.g. #{Params:myTagNameUnique} and then load the b3d__Document page with the new URL param myTagNameUnique=value. Make sure to URL encode the value Category:3B Docs") Tag: Visual edit
- 05:04, 15 November 2024 Changelog 3B CLM v5 (hist | edit) [5,060 bytes] Admin (talk | contribs) (Created page with "== New == * 3B Templates: This version is releasing a brand new template builder interface * 3B Templates: We have added the ability to embed URL Merge Tags to a 3B Template. This feature enables you to create a merge tag and pre-populate it from URL parameters. (DEV-39) * Contract Redlining: We have completely re-implemented the redlining solution. * 3B Templates: We now support Multiple Submitters for 3B Templates, just like 3B Sign. Simply assign a submitter...") Tag: Visual edit
- 06:04, 13 November 2024 3B Portals & Mobile App version 1.32 changelog (hist | edit) [411 bytes] Lefteris (talk | contribs) (Created page with "====== Bug Fixes ====== # Added fallback to load styles and scripts #* Description: We were having some issues when trying to load styles and scripts in the portals app. We added a fallback which tries to load the file directly from the internet. #* Impact: Improves stability and user experience.")
- 10:33, 8 November 2024 3B Onboarding version 6.10 changelog (hist | edit) [389 bytes] Admin (talk | contribs) (Created page with "== New == * You can now close user-documents (mydocuments) component's modals using an iframe event <syntaxhighlight lang="javascript"> window.parent.postMessage( { event_id: 'x3b_close_modal', data: { } }, "*" ); </syntaxhighlight>Link:https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ5000000D4fJ Category:3B Onboarding Changelog") Tag: Visual edit
- 18:30, 29 October 2024 3B Onboarding version 6.9 changelog (hist | edit) [655 bytes] Admin (talk | contribs) (Created page with "== Fixes == * An upgrade on Portals means that onboarding components could be rendered un-operational. This upgrade is required for 3B Portals & Mobile Apps v1.31+ == Changes == * ‼️ Admins no longer need use the b3o__P page over b3p__Portal. We have found a mechanism that allows us to connect to managed package components and this workaround is no longer needed. You may continue to use the b3o__P page, however it is not required. Link") Tag: Visual edit
- 14:12, 28 October 2024 3B Onboarding version 6.8 changelog (hist | edit) [235 bytes] Admin (talk | contribs) (Created page with "== Changes == * Removed deprecated components from portal loading phase. This should make portal loading even faster. https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ5000000D4WU Category:3B Onboarding Changelog") Tag: Visual edit
- 10:17, 22 October 2024 Changelog 3B Forms v5.3.6 (hist | edit) [565 bytes] Lefteris (talk | contribs) (Created page with " ====== Bug Fixes ====== # Text Overflow Issue Fix #* Description: Resolved an issue where spaces in text caused content to overflow beyond the right side of the screen, without properly breaking to a new line. This fix ensures proper word wrapping in all form fields. #* Impact: Improves form readability and layout, preventing content from rendering incorrectly on the screen. == Upgrade Links == * Version 5.3.6 Install Link: https://login.salesforce.com/packaging/inst...")
- 04:50, 21 October 2024 3B Onboarding version 6.7 changelog (hist | edit) [1,226 bytes] Lefteris (talk | contribs) (Created page with "====== Bug Fixes ====== # Start and End Timestamps Fix #* Description: Corrected an issue where start and end timestamps were not displaying or updating correctly when filling in Question Sets. This fix ensures that all timestamps are accurately recorded and displayed. #* Impact: Improves the reliability and accuracy of time-based data throughout the onboarding workflow. # Text Wrapping in Dropdowns #* Description: Fixed a problem where long text entries in dropdown me...")
- 04:11, 21 October 2024 Changelog 3B Forms v5.3.5 (hist | edit) [985 bytes] Lefteris (talk | contribs) (Created page with "====== New Features ====== # Text Alignment in CKEditor #* Description: Added the ability to justify text within the CKEditor, allowing users to left-align, center-align, or right-align content directly within the form's rich text fields. This can be accessed through the CKEditor toolbar in the form builder. #* Impact: Provides greater control over text formatting, improving the visual presentation of form content. ====== Bug Fixes ====== # Text Overflow Issue Fix #*...")
- 05:11, 9 October 2024 PWA customization capabilities (hist | edit) [853 bytes] Admin (talk | contribs) (Created page with "== Intro == Adding the ability to easily customize PWA apps. From version 1.26+, you can link a Page to a Web Portal, and the Web Portal record will: * Provide the Index Page * Provide the 404 error page * Provide styling and display settings for the PWA (e.g. Theme, Title, Name) - simply populate the PWA fields on the Web Portal * Provide Branding (iconography) by allowing users to override the default icons. The field b3p__Branding_Resource_Name__c on the Web Portal c...") Tag: Visual edit
- 05:06, 9 October 2024 Global EventBus events (hist | edit) [2,516 bytes] Admin (talk | contribs) (Created page with "== Intro == You can now use the event bus events below in order to manage page navigation, sessions and loading states outside of the portals app (e.g. in custom components: * elementHover - now you can invoke the element over to turbo-load into memory from external applications * elementClick - now you can invoke the element click to turbo-load into memory from external applications and navigate to the page * sessionUpdate - you can set the session externally * refres...") Tag: Visual edit
- 05:04, 9 October 2024 3B Portals & Mobile App version 1.26 changelog (hist | edit) [1,356 bytes] Admin (talk | contribs) (Created page with "== Changes == * Even faster loading times == New == * Deeper PWA customization capabilities. * Global EventBus events: ** elementHover - now you can invoke the element over to turbo-load into memory from external applications ** elementClick - now you can invoke the element click to turbo-load into memory from external applications and navigate to the page ** sessionUpdate - you can set the session externally ** refreshPage - you can cause a page refresh ** i...") Tag: Visual edit
- 08:33, 8 October 2024 Portal Communication Architecture (hist | edit) [1,351 bytes] Admin (talk | contribs) (Created page with "== Intro == When creating custom portal components, you may need to call custom apex classes. To do so, starting version 1.23 of the 3B Portals app, you simply need to implement the System.Callable class. Classes that need to be called from the portal custom components no longer need to use the b3p.GlobalRemotingInterface interface, instead they should rely solely on the system class "System.Callable"<syntaxhighlight lang="java"> //Old Format public with sharing class C...") Tag: Visual edit
- 08:32, 8 October 2024 3B Portals & Mobile App version 1.23 changelog (hist | edit) [1,824 bytes] Admin (talk | contribs) (Created page with "== Changes == We are making some changes in the communication protocols that run the Portals & Mobile apps application. Until this update, it could be hard to develop custom apex code for 3B Portals applications. We are now introducing a change that removes the need to use the b3p.GlobalRemotingRouter class. This change is necessary as we have multiple namespaces (b3p, b3s, b3v, b3d, & b3f), so in order to make things easier, now namespaces don't matter when making a cus...") Tag: Visual edit
