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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).
(newest | oldest) View (newer 50 | older 50) (20 | 50 | 100 | 250 | 500)- 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
- 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
- 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
- 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
- 08:32, 8 July 2024 Admin talk contribs created page Changelog 3B CLM v4.20 (Created page with "== New == * 3B Docs gets a facelift * 3B Docs should now load faster. We are caching Styles, Functions and Formatters. Make sure to clear cache while developing a new template to get the latest of these metadata items * Added support to reject 3B Doc template - a timestamp will be updated on the Document Trace and the "Status" field will read "Rejected" * Added support to reject 3B Sign document - a timestamp will be updated on the Submitter and the "Status" field will...") Tag: Visual edit
- 08:53, 3 July 2024 Admin talk contribs created page Changelog 3B Docs v4.19 (Created page with "== Fixes == * Applied fixes to the document margins, scaling and general PDF generation for Templates * Stability improvements for PDF generation * Fixed a bug where Dates could render the wrong day in certain locales * Fixed an issue causing blank pages to be added to a Template's PDF * Fixed an issue causing template PDF to be substantially different than generated document * Improved rendering time for 3B Sign == New == * Added locale select to Date/DateTime fields...") Tag: Visual edit
- 03:14, 3 July 2024 Admin talk contribs created page 3B Onboarding version 6.3 changelog (Created page with "== Fixes == * Fixed issues with linking external ATS to Portal embedded Job Board Component and Job Post Component") Tag: Visual edit
- 06:19, 2 July 2024 Admin talk contribs created page 3B Onboarding version 6.1 changelog (Created page with "== Changes == * Added the ability to configure custom Job/App in portal embedded job boards == Fixes == * Fixed too aggressive caching strategy for the mobile app components") Tag: Visual edit
- 05:40, 2 July 2024 Admin talk contribs created page 3B Portals & Mobile App version 1.22 changelog (Created page with "== Fixes == * We were erroneously caching the session key in some instances. This has been resolved. The impact is lower memory usage in browser == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS000000Cafd") Tag: Visual edit
- 03:25, 25 June 2024 Admin talk contribs created page 3B Onboarding version 6.0 changelog (Created page with "== Changes == * Removed all references to the initial Portals release * Removed WFM, moved to own package * Removed caching in user-documents as it was causing incorrect data to be served Category:3B Onboarding Changelog") Tag: Visual edit
- 05:48, 12 June 2024 Admin talk contribs created page 3B Onboarding version 5.17 changelog (Created page with "== Fixes == * Removed over aggressive caching in user-documents Category:3B Onboarding Changelog") Tag: Visual edit
- 22:02, 10 June 2024 Admin talk contribs created page 3B Onboarding version 5.16 changelog (Created page with "== Fixes == * WFM Timezone handling Category:3B Onboarding Changelog") Tag: Visual edit
- 07:44, 10 June 2024 Admin talk contribs created page 3B Onboarding version 5.14 changelog (Created page with "== New == * Completely new Job Boards and Job Posts * Faster documents loading in user-documents * Caching strategy for Job Boards == Deprecated == * GeneralUtils component in the 3B Portals & Mobile app builder was removed as it is no longer used == Installation Link == * Contact support") Tag: Visual edit
- 06:58, 10 June 2024 Admin talk contribs created page 3B Portals & Mobile App version 1.21 changelog (Created page with "== Fixes == * Minor caching fixes == Installation Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS000000CUS9 Category:3B Onboarding Changelog") Tag: Visual edit
- 00:24, 9 June 2024 Admin talk contribs created page 3B Portals & Mobile App version 1.20 changelog (Created page with "== New == * Portals loading speeds on desktop have been optimized, and in some cases, loading can be up to 100x faster due to a better caching mechanism. * Mobile apps loading times are up to 70x faster. * We are now using IndexedDB web api for cache management across the Portals application. == Changes == * We will cache pages content for 168 hours. This means, that once a user has accessed a portal, they will be served with the state of the portal for 168 hours afte...") Tag: Visual edit
- 03:43, 7 June 2024 Admin talk contribs created page 3B Onboarding version 5.12 changelog (Created page with "== New == * Added WFM. Contact sales for a quote. == Dependencies == * Forms - 4.13+ * Docs - 4.10+ * Portals - 1.19+ == Link == Request from Support Category:3B Onboarding Changelog") Tag: Visual edit
- 02:09, 7 June 2024 Admin talk contribs created page 3B Portals & Mobile App version 1.19 changelog (Created page with "== Changes == * Optimized page loading times by 30% == Fixes == * Login component could break in some cases due to incorrect caching/order of execution == Installation Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS000000C94L Category:3B Portals Changelog") Tag: Visual edit
- 03:19, 5 June 2024 Admin talk contribs created page 3B Portals & Mobile App version 1.18 changelog (Created page with "== Changes == * Push notifications pop-up prompt has had button label changes to Yes and No, instead of "Let's Go" and "Noo" == Installation Link == * https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS00000092dh Category:3B Portals Changelog") Tag: Visual edit
- 03:14, 5 June 2024 Admin talk contribs created page 3B Onboarding version 5.11 changelog (Created page with "== Changes == * Optimized loading/refresh time for user-documents component where Document Packs implement multiple visibility conditions. Previously, we would execute each rule consecutively, whereas now, we execute each rule concurrently. Initial testing shows 60% faster load/reload speeds of the user-documents component * Added a new Flow Action "3B Recalculate Candidates Compliance" under the "3b onboarding" label. This action accepts a list of contactIds that admin...") Tag: Visual edit
- 04:40, 14 May 2024 Admin talk contribs created page 3B Onboarding version 5.9 changelog (Created page with "== Fixes == * This version fixes an issue that caused 3B to create duplicate Document Submission records when a Document Template was Signed and subsequently Downloaded. Since the user Signs and then Downloads the document, we executed the logic that creates new Document Submissions, resulting in duplication of these records == New == * Added Billing object model == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1t000003LhMt Category:3B O...") Tag: Visual edit
- 06:25, 2 May 2024 Admin talk contribs created page 3B Contract Redlining (Created page with "== Intro == Category:3B Docs") Tag: Visual edit
- 06:21, 2 May 2024 Admin talk contribs created page Changelog 3B Docs v4.12 (Created page with "== New == * First beta release of 3B Contract Redlining! == Fixes == == Link == Category:3B Docs Category:3B Sign") Tag: Visual edit
- 02:52, 30 April 2024 Admin talk contribs created page Trigger Document Submissions for Non-Contact Related Objects (Created page with "== Intro == 3B for Salesforce automatically creates a Document Submission record for each qualified Document Trace/Form Response/ Candidate Scorecard / Submitter record. Sometimes, however, admins need Forms and Documents with a different context than the Contact, and in those cases, a document submission might not be created. Follow this guide to fix this behaviour. == Steps == 3B for Salesforce delivers automations (Apex Triggers) on the Document Trace/Form Response/...") Tag: Visual edit
- 02:42, 30 April 2024 Admin talk contribs created page 3B Portals & Mobile App version 1.17 changelog (Created page with "== Fixes == * Magic Link Generation (Apex Action) wasn't returning a session key. == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS0000008baH Category:3B Portals Changelog") Tag: Visual edit
- 04:59, 25 April 2024 Admin talk contribs created page 3B Onboarding version 5.8 changelog (Created page with "== Changes == * Optimize portal caching == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1t000003LhMo Category:3B Onboarding Changelog") Tag: Visual edit
- 03:58, 25 April 2024 Admin talk contribs created page 3B Onboarding version 5.7 changelog (Created page with "== Fixes == * Fixes potential portal loading issues == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1t000003DLXl Category:3B Onboarding Changelog") Tag: Visual edit
- 03:13, 25 April 2024 Admin talk contribs created page 3B Portals & Mobile App version 1.16 changelog (Created page with "== Fixes == * Fixes potential portal page loading issues with custom components that load asynchronously == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS0000008QQL Category:3B Portals Changelog") Tag: Visual edit
- 06:51, 23 April 2024 Admin talk contribs created page Get Magic Link (Created page with "You can use the new Flow action "3B Get Magic Link" in order to get a unique session key. Simply pass the ContactId in the "Contact Id" parameter in the flow action and the action will return a session key which you can use to append to Portals, My Documents and Sessions. Category:3B Portals Category:3B Onboarding") Tag: Visual edit
- 06:50, 23 April 2024 Admin talk contribs created page 3B Portals & Mobile App version 1.15 changelog (Created page with "== Fixes == * Faster loading times for CS orgs == New == * Added flow action 3B Get Magic Link == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS00000081IH Category:3B Portals Changelog") Tag: Visual edit
- 23:47, 20 April 2024 Admin talk contribs created page 3B Onboarding version 5.6 changelog (Created page with "== Changes == * Added a new option under Session Schedule Manager and Invitations Schedule Manager LWC components "Time Zone" which can be set to local or UTC (default is local). * Removed moment.js dependency for Invitations Scheduler components, now we relay on the Intl class for timezone calculations * Added Camera and Microphone permissions to the iFrame that runs embedded documents in user-documents (My Documents) component....") Tag: Visual edit
- 21:34, 18 April 2024 Admin talk contribs created page 3B Onboarding version 5.3 changelog (Created page with "== Fixes == * Fixed an issue where Job Boards and/or Job Posts would fail to load in a portal == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1t000003DLXR Category:3B Onboarding Changelog") Tag: Visual edit
- 03:27, 18 April 2024 Admin talk contribs created page 3B Portals & Mobile App version 1.14 changelog (Created page with "== Fixes == * Push registrations were not correctly registering for some users == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS0000006rhZ Category:3B Portals Changelog") Tag: Visual edit
- 20:12, 11 April 2024 Admin talk contribs created page Screen Flow in iFrame (Created page with "== Intro == In scenarios, where a screen flow needs to be embedded in a Document Pack, admins can resort to using the b3p__FlowEmbeddedComponent Visualforce page as delivered by the 3B Portals & Mobile Apps application. This will allow admins to define a page to be embedded as an External Link in a Document Pack and thus allow end users to interact with Screen Flows. == How To == Follow the instructions below in order to allow a screen flow to run in a Visualforce page...") Tag: Visual edit
- 09:50, 11 April 2024 Admin talk contribs created page 3B Onboarding version 5.2 changelog (Created page with "== Dependencies == Forms v4.13+ Docs v4.10+ Portals v1.8+ == Fixes == * User Sessions: when a session invitation is revoked, we will allow a candidate to re-book. When they re-book for the session, the session will no-longer be visible. The change here is that we remove the "Revoked" flag once the candidate re-books * Document Pack Condition Builder - there was an issue with booleans, where if the user added a condition and didn't interact with the toggle, we would h...") Tag: Visual edit
- 05:17, 8 April 2024 Admin talk contribs created page 3B Portals & Mobile App version 1.13 changelog (Created page with "== Fixes == * Charts component was not available within the builder. This has been fixed == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS0000006AxZ Category:3B Portals Changelog") Tag: Visual edit
- 09:17, 5 April 2024 Admin talk contribs created page 3B Marketplace (Created page with "== Intro == The 3B Marketplace is a one-stop-shop to download forms and documents and install them in a customer's environment. == Use Cases == There are a few use cases for the 3B Marketplace: * Shorter implementation lifecycle * Government and Legal forms === Easier Implementation === Due to the fact that we can publish forms and documents, we are slowly going to build up a library, that will eventually lead to a shorter implementation cycle. Simply install a docum...") Tag: Visual edit
- 09:14, 5 April 2024 Admin talk contribs created page File:Management Panel.png
- 09:14, 5 April 2024 Admin talk contribs uploaded File:Management Panel.png
- 09:09, 5 April 2024 Admin talk contribs created page 3B Onboarding version 5.1 changelog (Created page with "== New == * Added 3B Marketplace - install forms, documents and templates from a public repository. == Fixes == * When My Documents is loaded as a guest user, the URL parameters could be "lost". This is patched. == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1t000003DLXH Category:3B Onboarding Changelog") Tag: Visual edit
- 07:54, 31 March 2024 Admin talk contribs created page 3B Portals & Mobile App version 1.11 changelog (Created page with "== New == * Added the ability to embed charts * Added the ability to define whether or not to cache pages and resources (defile enableCaching: true in window.globals object) == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS0000005hab Category:3B Portals Changelog") Tag: Visual edit
- 08:07, 30 March 2024 Admin talk contribs created page 3B Onboarding version 5.0 changelog (Created page with "== Dependencies == * Forms - 4.12+ * Docs - 4.7+ * Portals - 1.8+ == New == * All new UI for MyDocuments (user-documents) * All new UI for SelfBookingConsole (user-sessions) * Assessments will auto-create document submissions. We will link the Candidate Scorecard to the Document Submission * Self-booking will auto-create document submissions. We will link the Invi...") Tag: Visual edit
