3B Knowledge

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  • 10:33, 8 November 2024 Admin talk contribs created page 3B Onboarding version 6.10 changelog (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 Admin talk contribs created page 3B Onboarding version 6.9 changelog (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 Admin talk contribs created page 3B Onboarding version 6.8 changelog (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
  • 11:16, 27 October 2024 User account JamesFlami talk contribs was created
  • 20:34, 26 October 2024 User account WebkeyBeage talk contribs was created
  • 10:17, 22 October 2024 Lefteris talk contribs created page Changelog 3B Forms v5.3.6 (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 Lefteris talk contribs created page 3B Onboarding version 6.7 changelog (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 Lefteris talk contribs created page Changelog 3B Forms v5.3.5 (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 #*...")
  • 03:01, 15 October 2024 User account RoEcows talk contribs was created
  • 05:11, 9 October 2024 Admin talk contribs created page PWA customization capabilities (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 Admin talk contribs created page Global EventBus events (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 Admin talk contribs created page 3B Portals & Mobile App version 1.26 changelog (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 Admin talk contribs created page Portal Communication Architecture (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 Admin talk contribs created page 3B Portals & Mobile App version 1.23 changelog (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
  • 19:51, 4 October 2024 User account Cecilzem talk contribs was created
  • 00:18, 30 September 2024 Admin talk contribs created page Category:WFM (Created page with "3B WFM is a suite of applications tailored for the middle office, including planning, rostering, matching, T&A and timesheeting.") Tag: Visual edit
  • 03:21, 18 September 2024 User account Boris talk contribs was created
  • 20:19, 11 September 2024 User account Seospec talk contribs was created
  • 05:06, 3 September 2024 Admin talk contribs created page Embedding Files from Salesforce (Created page with "== Intro == 3B Docs allows you to pull Salesforce files and then embed them on a document. This article shows a few examples of how to do this == Option 1 == Using sforce (globally available variable), you can create a value formatter as follows:<syntaxhighlight lang="javascript" line="1"> async (args) => { console.log('+++++', args, sforce) const getFile = function({versionId}){ return new Promise(async (resolve, reject) => { const results...") Tag: Visual edit
  • 05:41, 30 August 2024 User account Guillermo talk contribs was created
  • 01:00, 23 August 2024 User account LarryAnisp talk contribs was created
  • 05:41, 22 August 2024 Admin talk contribs created page Changelog 3B Forms v5.3.4 (Created page with "== Fixes == * Month field type was clearing the value and not setting a value on pre-population of a form. * Signature was not available for download in read-only (preview) mode * Custom expression property is not working on adding it into choices items * Fix image question doesn't fill full space when located in one row with other questions * Title for panel in-row rendered incorrectly == Changes == * Dropdown - Display a popup regardless of a device screen dimensio...") Tag: Visual edit
  • 04:18, 16 August 2024 Admin talk contribs created page 3B Onboarding version 6.6 changelog (Created page with "== Changes == * Job Board filtering was previously set to 5. This restriction is now removed * Compliance Screen Component has two new attributes: "Contact Path" and "Compliance Rule Path". You can embed the Compliance Screen Component on any object now, just remember to set the two path fields. == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ5000000D1y4 Category:3B Onboarding Changelog") Tag: Visual edit
  • 02:18, 16 August 2024 Admin talk contribs created page Changelog 3B CLM v4.27 (Created page with "== Changes == * When a 3B Sign document is requested for regeneration, we are now going to save the new PDF with the name of the Document Template. Previously, we were saving it with the default label "Document.pdf" which could result the past submission screen to be stuck at "The file is being generated. Check again later." == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ7000000LOxl Category:3B Sign Changelog Category:3B Docs Chang...") Tag: Visual edit
  • 04:51, 15 August 2024 Admin talk contribs created page Changelog 3B Forms v5.3.3 (Created page with "== Fixes == * Fixes an issue, where child repeatable sections could be incorrectly interpreted and the fields within these sections could be ignored. This could cause issues in building forms with child repeatable sections == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3X000003E4mX Category:3B Forms Changelog") Tag: Visual edit
  • 04:24, 12 August 2024 Admin talk contribs created page Changelog 3B Forms v5.3.2 (Created page with "== Fixes == * Fixed an issue, where form complete navigation would treat URLs as relative instead of absolute. With this change, if your target URL starts with "https://" or "http://", then we will treat it as an absolute URL and thus re-direct to that page, outside of salesforce. If however the navigate to URL does not start with the connection protocol, we will assume a relative redirection, i.e. appending the requested resource after the url origin. == Link == https...") Tag: Visual edit
  • 22:39, 11 August 2024 User account Profession aisn talk contribs was created
  • 22:20, 11 August 2024 User account Lazernyy bsEt talk contribs was created
  • 03:43, 9 August 2024 Admin talk contribs created page 3B Onboarding version 5.6.1 changelog (Created page with "== Changes == * DEV-147 - Add scroll bars to user-documents Category:3B Onboarding Changelog") Tag: Visual edit
  • 03:02, 4 August 2024 Admin talk contribs created page Changelog 3B Forms v5.3.1 (Created page with "== Fixes == * DEV-165 - When a question's title location is anything other than "top" and the theme is set to "Without Panels", interactions with fields such as deleting, moving or updating could be blocked. == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3X000003E4mN Category:3B Forms Changelog") Tag: Visual edit
  • 02:28, 1 August 2024 Admin talk contribs created page Changelog 3B Forms v5.3 (Created page with "== Changes == * When a form is submitted, we will snapshot the Form Builder in a new file Builder_Data.json against each new Form Response record. * Previously, the Form Preview page was displaying the form pre-populated with the most current '''builder config build'''. This is erroneous, because if a form was submitted and the builder was subsequently used to modify the form, previewing the form will attempt to show us the form with the new changes as opposed to the c...") Tag: Visual edit
  • 08:10, 31 July 2024 Admin talk contribs created page Changelog 3B Forms v5.2 (Created page with "== New == * Form Responses can now be downloaded as PDF * The "Save as PDF" option will now save the form as a PDF against the form response, once the form is submitted successfully == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3X0000034gEf Category:3B Forms Changelog") Tag: Visual edit
  • 07:04, 31 July 2024 Admin talk contribs created page Changelog 3B Forms v5.1 (Created page with "== Fixes == * DEV-155 - Rich text fields could break form merging == New == * Previewing a form now allows users to download the uploaded file == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3X0000034gEV Category:3B Forms Changelog") Tag: Visual edit
  • 04:54, 31 July 2024 Admin talk contribs created page 3B Onboarding version 6.5 changelog (Created page with "== Changes == * In user-documents (My Documents), the sections are vertically scrollable and limited to the device's screen height. This means that if a user is assigned with multiple document packs or have multiple document assignments, the section showing the assignments will become scrollable. The same applies for the "Document" section where the document details are displayed. * The default page MyDocuments hosting the user-documents component has been updated to r...") Tag: Visual edit
  • 04:11, 31 July 2024 Admin talk contribs created page Changelog 3B CLM v4.26 (Created page with "== Changes == * Field Focus & Scrolling: Now, in Docs and Sign, when a document is loaded, we won't immediately scroll to the first field on the document. Instead, we changed the behaviour to scroll the page to the focused field when the field is clicked within the submission form * Reject Button: Added configuration to disable the "Reject" button for both Docs and Sign.This is controlled from the field "Hide Reject Option" on the Template/Document. * Confetti: Added co...") Tag: Visual edit
  • 02:14, 26 July 2024 Admin talk contribs created page Changelog 3B CLM v4.25 (Created page with "== Changes == * Previously, if a request to the PDF service failed for a 3B Sign document, we would show the user an error message. This behaviour has been changed. Now, if there is a PDF error, we will fail quietly and we will update the Error Timestamp and Error Message fields on the Submitter record. Since we introduced the "Re-Generate" button in a previous version, admin users can request a PDF to be re-generated at a later stage. This brings 3B Sign closer to 3B D...") Tag: Visual edit
  • 21:44, 24 July 2024 User account DavidlOche talk contribs was created
  • 05:37, 24 July 2024 Admin talk contribs created page Form Theme Manager (Created page with "== Intro == thumb|Form Theme Manager This feature allows admins to configure the form's styles with a drag and drop interface, without the use of CSS. This is in addition to the already supported mechanism with CSS overrides (through Form Styles) == Usage == When building a form, a new tab is available - "Themes". A few pre-sets area available, as well as the ability for users to finetune the form styling. Make sure to hit the Save icon...") Tag: Visual edit
  • 05:34, 24 July 2024 Admin talk contribs created page File:Form Theme Manager.png
  • 05:34, 24 July 2024 Admin talk contribs uploaded File:Form Theme Manager.png
  • 05:33, 24 July 2024 Admin talk contribs created page Changelog 3B Forms v5.0 (Created page with "== New == * Added a new Form Theme Manager option in the form builder, allowing admins to customize the form styles * New UI for Forms, more in line with 3B CLM * Form Preview (b3f__PreviewForm) will now be more accurate and match the styling of the form exactly including any custom styles / themes == Changes == * Previously, when you add a field on a form, the field will show the field number. This behaviour is now changed. You can still show the field number fro...") Tag: Visual edit
  • 10:30, 13 July 2024 User account Einscan sssn talk contribs was created
  • 08:45, 12 July 2024 Lefteris talk contribs created page Changelog 3B CLM v4.24 (Created page with "===== Related JIRA cards ===== * [https://3bforms.atlassian.net/jira/software/c/projects/DEV/boards/34?selectedIssue=DEV-6 DEV-6] ===== Features Added ===== # Added the Option for Flow-back in 3B Sign #* Description: 3B Sign users now have the ability to allow flow-back functionality, from the submission to data within Salesforce. This is controlled by the relevant checkbox in the Document object. Effectively, when a user allows flow-back on a 3B Document and a submitte...")
  • 02:10, 12 July 2024 Admin talk contribs created page Changelog 3B CLM v4.23 (Created page with "== Fixes == * If a template had duplicate inputs (based on an issue in the builder where copy-pasting inputs could retain the same unique identifier for the input), the submission page for 3B Docs could fail to execute correctly. We have added a patch to resolve this and update all inputs to have unique IDs. No post-upgrade actions are required. == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ7000000LOx2 Category:3B Docs Changelog Ca...") Tag: Visual edit
  • 14:42, 11 July 2024 User account Lazernyy mhpa talk contribs was created
  • 20:19, 10 July 2024 User account 3d lnOn talk contribs was created
  • 16:11, 10 July 2024 User account 3d twor talk contribs was created
  • 09:54, 10 July 2024 Admin talk contribs created page Regenerate CLM PDFs (Created page with "== Intro == Sometimes, PDFs might not be generated properly or altogether. This guide describes how to request re-generation of PDFs for Documents/Templates == Using Flows == Use the "Generate PDF for Record" action available under 3B CLM in screen/record triggered flows. Two parameters will be required: - Record Id - the target record id where the PDF will be saved - Page URL - i.e. the b3d__GeneratedDocument page (for templates) or the b3d__Generate page (for sign)....") Tag: Visual edit
  • 09:49, 10 July 2024 Admin talk contribs created page Changelog 3B CLM v4.22 (Created page with "== Fixes == * Some PDFs could be generated with a tinted background color == New == * Now, when you add margins to a 3B Docs template, we will properly apply them on the generated PDFs. Previously, we were applying only the left and right margins. Now, top and bottom margins are also applied correctly per page * Added two new Flows - '''Regenerate Trace PDF''' and '''Regenerate Submission PDF''''''.''' These flows are used in a quick action but...") Tag: Visual edit
  • 06:55, 10 July 2024 Admin talk contribs created page Changelog 3B CLM v4.21 (Created page with "== Fixes == * 3B Sign: when a submitter is selected in the builder, the menu will be hidden * 3B Sign: added full support for password, multi-select, and date-time field types * 3B Docs & 3B Sign: now, select fields will pop up instead of pop down in the Submit forms * 3B Docs & 3B Sign: pre-signed signature, checkbox and checkboxes did not support "inline" mode correctly * 3B Docs & 3B Sign: various other updates and fixes around input fields in preparation for flow-ba...") Tag: Visual edit
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