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Combined display of all available logs of 3B Knowledge. You can narrow down the view by selecting a log type, the username (case-sensitive), or the affected page (also case-sensitive).

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• 08:36, 26 September 2023 Admin talk contribs created page Changelog 3B Onboarding v4.4 (GM) (Created page with "We are thrilled to introduce 3B Onboarding version 4.4, a significant update that enhances your onboarding experience and ensures seamless compatibility with the latest version of 3B Forms (v4.4). This release brings several enhancements, bug fixes, and optimizations to elevate your onboarding processes. Here's a detailed overview of what's new in version 4.4. == What's New in Version 4.4 == === Seamless Integration with 3B Forms v4.4 === Version 4.4 of 3B Onboarding i...") Tag: Visual edit
• 08:23, 26 September 2023 Admin talk contribs created page Changelog 3B Forms v4.4 (GM) (Created page with "We're excited to introduce 3B Forms version 4.4, a significant milestone in the evolution of our form-building solution. This release comes with a brand-new form builder and architecture, ushering in a host of enhancements and features that will transform the way you create and manage forms. Here's a detailed look at what's new and important considerations for upgrading to version 4.4. == What's New in Version 4.4 == === An Entirely New Form Builder === Version 4.4 mar...") Tag: Visual edit
• 23:11, 20 September 2023 Admin talk contribs created page Harnessing Parent and Child Relationships in Your Form Building Journey (Created page with "In your quest to create dynamic and context-rich forms, understanding the concepts of Parent and Child related records is paramount. These relationships allow you to craft forms that adapt to complex data structures and capture information efficiently. While the backbone of your form builder remains unmentioned, let's dive into how these relationships work within your form-building ecosystem. == Parent Relationships == === The Power of the Panel Section === A key featu...") Tag: Visual edit
• 23:00, 20 September 2023 Admin talk contribs created page Understanding the Form Response Record in 3B Forms v4 In (Created page with "In the realm of 3B Forms v4, the Form Response record plays a pivotal role in capturing and managing the data submitted through your forms. This record provides valuable insights into user interactions and serves as a repository for essential information. In this article, we'll explore the various fields that constitute a Form Response record and shed light on its significance in the form-building process. == Anatomy of a Form Response Record == A Form Response record i...") Tag: Visual edit
• 22:53, 20 September 2023 Admin talk contribs created page Building and Distributing 3B Forms: Generating Secure Links and Dynamic Record IDs (Created page with "3B Forms v4 offers a streamlined process for form distribution, and rather than a traditional "Publish" button, it provides a more secure and dynamic way to share your forms. In this article, we'll delve into the process of generating secure links and dynamically populating the <code>recordId</code> parameter for testing, previewing, and distributing your forms. == Generating Secure Links == Instead of a "Publish" button, 3B Forms generates secure links that can be used...") Tag: Visual edit
• 22:50, 20 September 2023 Admin talk contribs created page Getting Started with 3B Forms: Initial Setup and Form Publishing (Created page with "3B Forms is an incredibly powerful tool for building and managing forms, and it's important to get the initial setup right to ensure a smooth experience. In this article, we'll guide you through the essential steps to set up and publish your forms effectively. == Initial Setup Steps == === 1. Creating a Guest Site or Guest Community === If you plan to display your 3B Forms externally to non-Salesforce users, you'll need to create a Guest Site or Guest Community (Digita...") Tag: Visual edit
• 22:39, 20 September 2023 Admin talk contribs created page Unlocking the Power of Mail-Merging Variables in 3B Forms (Created page with "3B Forms v4 brings an incredible feature to the table – the ability to harness the power of mail-merging variables within your forms. Whether you're creating contracts, invoices, timesheets, or any other document that requires dynamic data insertion, this feature is designed to make your life easier. In this article, we'll explore how to leverage mail-merging variables to create dynamic and data-rich forms. == The Magic of <nowiki>{{record}}</nowiki> == At the heart o...") Tag: Visual edit
• 22:28, 20 September 2023 Admin talk contribs created page Embedding 3B Forms in Various Environments (Created page with "3B Forms v4 offers versatile options for embedding forms in different environments, including Visualforce Pages, Salesforce Communities (digital experiences), and external websites. In this article, we'll explore two methods for embedding forms: using embedded iframes and web components. Additionally, we'll cover the setup required when embedding forms externally to Salesforce. == Method 1: Embedded Iframes == === Embedding on External Websites === Embedding a 3B Form...") Tag: Visual edit
• 22:18, 20 September 2023 Admin talk contribs created page Understanding Form Completion in 3B Forms v4+ (Created page with "In 3B Forms v4, a form's journey doesn't end when the user submits it. Instead, upon successful completion, various actions can occur, including displaying a finish blurb or redirecting the user to another page. Additionally, 3B Forms v4 provides a robust event system that issues two essential events when a form is successfully completed. In this article, we'll explore what happens when a form is completed and how these events play a crucial role in notifying the parent...") Tag: Visual edit
• 22:13, 20 September 2023 Admin talk contribs created page Form Pre-population with Salesforce Data in 3B Forms v4+ (Created page with "3B Forms v4 introduces a powerful feature that enhances user experiences by allowing forms to be pre-populated with Salesforce data. This capability streamlines data entry and ensures accuracy when collecting information through forms. In this article, we'll delve into how to leverage this functionality to its fullest potential. == Understanding the "recordId" Parameter == To enable pre-population of 3B Forms with Salesforce data, you'll need to provide a new URL parame...") Tag: Visual edit
• 22:01, 20 September 2023 Admin talk contribs created page Upgrading to 3B Forms v4: A Two-Step Guide (Created page with "Welcome to the upgrade guide for 3B Forms, the native form builder on Salesforce. We've recently released 3B Forms v4, which brings exciting new features and enhancements. However, it's important to note that this version is incompatible with all previous versions. To ensure a smooth transition to v4 and prevent accidental upgrades, we've established a two-step upgrade procedure. == Step 1: Upgrade to Patch 1.66.1 == Before you can make the leap to 3B Forms v4, you must...") Tag: Visual edit
• 09:06, 18 September 2023 Admin talk contribs deleted page Broadbean Integration (content was: "[https://www.broadbean.com/ Broadbean] is a job distribution platform. 3B has an integration with the service. To learn more, contact our support team for more information. Category:3B Onboarding", and the only contributor was "Admin" (talk))
• 09:06, 18 September 2023 Admin talk contribs deleted page LogicMelon Integration (content was: "[https://logicmelon.com/ LogicMelon] is a job distribution platform. 3B has an integration with the service. To learn more, contact our support team for more information. Category:3B Onboarding", and the only contributor was "Admin" (talk))
• 09:03, 18 September 2023 Admin talk contribs created page Changing Merge Context for Documents and Forms (Created page with "In 3B Onboarding, you can easily customize the context for merging documents and forms. By default, the system displays documents and forms with the context of the logged-in user (Contact). However, there are cases where you may want to merge documents and forms using a different context object, such as an Application, Placement, Opportunity, or any other custom object. To achieve this, you can add a Lookup relationship on the Document Assignment object, which will look...") Tag: Visual edit
• 02:11, 2 September 2023 Admin talk contribs created page Login Component (Created page with "== Intro == The login component lives on every 3B Portal page and monitors for active user sessions. Currently this component cannot be overriden. Category:3B Onboarding Category:3B Portals") Tag: Visual edit
• 02:09, 2 September 2023 Admin talk contribs created page Sessions Component (Created page with "== Intro == This component renders an sessions and session invitations. == 3B Portals Compatibility == This component is fully compatible with 3B Portals == Implementation == === Portals === Drag and drop the component on any page. You can customize the component properties from the Traits Manager. === Visualforce Pages === You can embed the component component in a Visualforce Page using the following syntax:<syntaxhighlight lang="html"> <script src="{!URLFOR($Resou...") Tag: Visual edit
• 02:00, 2 September 2023 Admin talk contribs created page Job Post Component (Created page with "== Intro == This component renders an ATS job and allows a user to apply == 3B Portals Compatibility == This component is fully compatible with 3B Portals == Implementation == === Portals === Drag and drop the component on any page. You can customize the component properties from the Traits Manager. === Visualforce Pages === You can embed the component component in a Visualforce Page using the following syntax:<syntaxhighlight lang="html"> <!-- Load Supporting Compon...") Tag: Visual edit
• 01:52, 2 September 2023 Admin talk contribs created page Job Board Component (Created page with "== Intro == This component renders ATS jobs posted to a provided job board. == 3B Portals Compatibility == This component is fully compatible with 3B Portals == Set Up == From version 3.4+, a Job object must have a Job Boards multi-select field. We will only render jobs that match the Job Boards field value on the job. Furthermore, the options in the new multi-select field must match the Names of the Job Board (b3o__Job_Board__c) records in the system. So, if you set...") Tag: Visual edit
• 01:33, 2 September 2023 Admin talk contribs created page My Documents Component (Created page with "== Intro == This component renders a number of documents based on the document assignments for a given contact user. == 3B Portals Compatibility == This component is fully compatible with 3B Portals == Implementation == === Visualforce Pages === You can embed the user-documents component in a Visualforce Page using the following syntax:<syntaxhighlight lang="html"> <!-- Load Supporting Components and Global Functions --> <script src="{!URLFOR($Resource.b3o__GeneralUt...") Tag: Visual edit
• 01:24, 2 September 2023 Admin talk contribs created page 3B Onboarding version 3.4 changelog (Created page with "== Changes == * Completely refactored My Documents Component, Job Board Component, Job Post Component, Sessions Component Warning - do not upgrade any customers before updating the implementations of the above components == New == * Introduction of 3B Portals * Introduction of 3B Sign integration * Create Session Document for Document Packs * Introduction of ATS Job Boards support * Introduction of the Login Component for 3B Portals == Bugfixes...") Tag: Visual edit
• 01:19, 2 September 2023 Admin talk contribs created page Web App Push Notifications (Created page with "Coming Soon Category:3B Portals") Tag: Visual edit
• 01:18, 2 September 2023 Admin talk contribs created page 3B Onboarding Portal Components (Created page with "== Intro == The 3B Portals platform empowers developers to create custom components that seamlessly integrate into the portal-building process. By utilizing Custom Metadata definitions and Static Resources, developers can design, configure, and implement their own components with ease. This documentation provides a detailed guide on how to develop and integrate custom components within 3B Portals. == Custom Metadata Definition == === Parameters === When creating a cust...") Tag: Visual edit
• 00:21, 2 September 2023 Admin talk contribs created page Category:3B Portals (Created page with "== Intro == Introducing 3B Portals – a groundbreaking platform that seamlessly integrates with Salesforce, designed to revolutionize the way our 3B Onboarding customers create interactive portals, dynamic web pages, and robust web applications. With an intuitive drag-and-drop interface, users can craft engaging online experiences effortlessly. What sets 3B Portals apart is its unparalleled flexibility and capability to function offline, thanks to intelligent page cachi...") Tag: Visual edit
• 23:46, 1 September 2023 Admin talk contribs uploaded File:Sidebar Component Config.png
• 23:46, 1 September 2023 Admin talk contribs created page File:Sidebar Component Config.png
• 23:31, 1 September 2023 Admin talk contribs created page File:Portal Builder Interface.png
• 23:31, 1 September 2023 Admin talk contribs uploaded File:Portal Builder Interface.png
• 23:23, 1 September 2023 Admin talk contribs created page File:3B Page.png
• 23:23, 1 September 2023 Admin talk contribs uploaded File:3B Page.png
• 23:22, 1 September 2023 Admin talk contribs created page 3B Portals & Mobile App (Created page with "== Intro == Introducing 3B Portals – a groundbreaking platform that seamlessly integrates with Salesforce, designed to revolutionize the way our 3B Onboarding customers create interactive portals, dynamic web pages, and robust web applications. With an intuitive drag-and-drop interface, users can craft engaging online experiences effortlessly. What sets 3B Portals apart is its unparalleled flexibility and capability to function offline, thanks to intelligent page cachi...") Tag: Visual edit
• 00:25, 21 August 2023 Admin talk contribs created page Job Post Plugin (Created page with "== Intro == The Job Post Plugin is a Javascript plugin that renders a Job Post on a page and allows candidates to apply to that job post. By default, the 3B delivered Job and Application objects are used, however this guide will detail how to link the plugin to an ATS Job and Application objects. This plugin is available from version 3.4+ of the 3B Onboarding package. == Basic Implementation == The JobPost Visualforce page delivered by 3B Onboarding serves as a template...") Tag: Visual edit
• 07:17, 15 August 2023 Admin talk contribs created page Category:3B VMS (Created page with "== Introduction == 3B VMS marks a paradigm shift in the landscape of Recruitment Vendor Management Systems, tailored to cater to the nuanced needs of the recruitment and staffing industry. With its holistic suite of features, robust self-service capabilities, and a data-driven approach, 3B VMS redefines how organizations create jobs, manage vendors, review candidates, and streamline financial operations. == Streamlining Recruitment Dynamics == === Job Creation and Adve...") Tag: Visual edit
• 07:16, 15 August 2023 Admin talk contribs created page Category:3B Assessments (Created page with "== Introduction == 3B Assessments stands as a pioneering solution in the realm of assessment and evaluation, designed to cater specifically to the intricate demands of the recruitment and staffing industry. With its versatile capabilities, intuitive drag-and-drop interface, and comprehensive customization options, 3B Assessments empowers organizations to redefine how they vet candidates, manage interviews, and assess post-contract experiences. == Assessment Diversity ==...") Tag: Visual edit
• 06:54, 15 August 2023 Admin talk contribs created page 3B Sign Installation (Created page with "=== Intro === 3B Sign is an app hosted on a non-Salesforce server (we use Heroku due to the high security standards, get in touch for more details). In order to integrate 3B Sign with Salesforce, users need to follow the steps outlined in this document. === Installation === Firstly, install 3B Docs app form the Appexchange. You would need version 2.1+. Check out the instructions on how to install and configure 3B Docs first. === API Configuration === 3B Sign and 3B Doc...") Tag: Visual edit
• 06:34, 15 August 2023 Admin talk contribs created page Conditional Documents (Created page with "=== Intro === Add conditional view to Documents part of a document pack. With this feature, you can create an IF-THIS-THEN-THAT rule, that will determine whether a particular document will be visible in the MyDocuments page (or the MyDocs plugin). This feature is available in v3.3+. === Setup === thumb|The wrench tool allows you to configure a visibility rule for a document After installing version 3.3+ of the 3B Onboarding app, wh...") Tag: Visual edit
• 06:17, 15 August 2023 Admin talk contribs created page File:Conditional Rules Config.png
• 06:17, 15 August 2023 Admin talk contribs uploaded File:Conditional Rules Config.png
• 06:15, 15 August 2023 Admin talk contribs created page File:Config Button on Document.png
• 06:15, 15 August 2023 Admin talk contribs uploaded File:Config Button on Document.png
• 08:07, 13 August 2023 Admin talk contribs created page Category:3B Sign (Created page with "3B Sign is an e-signature solution delivered by 3B Soft that allows Salesforce customers to electronically sign PDF documents, similarly to how DocuSign works. 3B Sign is an add-on to 3B Docs and requires a sign up on https://app.3bdocs.com === Installation === To integrate 3B Sign with Salesforce, you need to have 3B Docs v2.0+. Follow the instructions below to perform the initial setup: # In Salesforce, set up a Guest Site/Guest Community and grant access to the X3BS...") Tag: Visual edit
• 01:44, 20 April 2023 Admin talk contribs created page Category:FAQ (Created page with "Category:3B Docs Category:3B Onboarding Category:3B Forms") Tag: Visual edit
• 01:43, 20 April 2023 Admin talk contribs created page How to create a new document template (Created page with "TODO: describe how to create a new document, how to save it and view revision history as well as how to publish. Category:3B Docs Category:FAQ") Tag: Visual edit
• 01:41, 20 April 2023 Admin talk contribs deleted page Textkernal Integration (content was: "[https://www.textkernel.com/ Textkernal] is a CV parsing & searching platform. 3B has an integration with the service. To learn more, contact our support team for more information. Category:3B Onboarding", and the only contributor was "Admin" (talk))
• 01:41, 20 April 2023 Admin talk contribs deleted page DaXtra Integration (content was: "[https://www.daxtra.com/ DaXtra] is a CV parsing & searching platform. 3B has an integration with the service. To learn more, contact our support team for more information. Category:3B Onboarding", and the only contributor was "Admin" (talk))
• 06:30, 5 February 2023 Admin talk contribs created page Adding Assign Documents button on a custom object (Created page with "== Intro == The "Assign Documents" button allows a user to choose one or a number of document packs to be assigned to a contact. By default, the button is available for the following objects: - Contact - when you click on "Assign Documents", you can assign document packs to the contextual Contact - Shortlist - when you click on "Assign Documents" when on a Shortlist record, you can assign document packs to all of the contacts added through a Shortlist Link to the con...") Tag: Visual edit
• 11:14, 18 December 2022 Admin talk contribs created page 3B Docs v1.10 (Created page with "== Changes == - Stability improvements") Tag: Visual edit
• 00:23, 7 December 2022 Admin talk contribs created page 3B Docs v1.9 (GM) (Created page with "== Intro == "Hello world!" (or shall we say, "Hello Word!"). These are the most famous words used to test an application or a program when it is first ran successfully. With version 1.9, we are opening up 3B Docs to the open internet. Feel free to install this application in your sandbox, and be sure to thoroughly test your documents before promoting to production. This is our first Gold Master release, however be on the lookout for bugs. Please report any bugs at sup...") Tag: Visual edit
• 00:16, 7 December 2022 Admin talk contribs deleted page 3B Docs v1.0 (content was: "This is the first version Category:3B Docs Changelog", and the only contributor was "Admin" (talk))
• 00:16, 7 December 2022 Admin talk contribs deleted page 3B Docs v1.1 (content was: "test... Category:3B Docs Changelog", and the only contributor was "Admin" (talk))
• 03:49, 5 December 2022 Admin talk contribs created page File:Document Supplied.png

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