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22:48, 9 December 2024 Admin talk contribs created page WFM Changelog v1.9 (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 Admin talk contribs created page 3B Portals & Mobile App version 2.8 changelog (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 Admin talk contribs created page 3B Portals & Mobile App version 1.27 changelog (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 Admin talk contribs created page Changelog 3B CLM v5.5 (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
02:00, 9 December 2024 Admin talk contribs created page File:Record File Manager.png
02:00, 9 December 2024 Admin talk contribs uploaded File:Record File Manager.png
03:34, 8 December 2024 Admin talk contribs created page Changelog 3B CLM v5.3 (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 Admin talk contribs created page Scheduler Definition (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 Admin talk contribs created page Definition Conditionality (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 Admin talk contribs created page Scheduling Filters (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 Admin talk contribs created page App Loaders (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 Admin talk contribs created page App Definition (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 Admin talk contribs created page WFM Context (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
23:07, 3 December 2024 Admin talk contribs deleted page 3B WFM Changelog (content was: "Changelogs for 3B WFM Category:WFM", and the only contributor was "Admin" (talk))
09:33, 3 December 2024 Admin talk contribs created page 3B WFM Changelog (Created page with "Changelogs for 3B WFM Category:WFM") Tag: Visual edit
09:30, 3 December 2024 Admin talk contribs created page Category:3B WFM Changelog (Created page with "This category contains all the change logs for 3B WFM Category:WFM") Tag: Visual edit
09:29, 3 December 2024 Admin talk contribs created page WFM Changelog v1.8 (Created page with "Category:3B WFM Changelog") Tag: Visual edit
02:08, 30 November 2024 Admin talk contribs created page 3B Portals & Mobile App version 2.4 changelog (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 Admin talk contribs created page New Authorization Mechanism (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 Admin talk contribs created page 3B Onboarding version 6.12 changelog (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 Admin talk contribs created page 3B Portals & Mobile App version 2.3 changelog (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 Admin talk contribs created page Push Notifications (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 Admin talk contribs created page 3B Portals & Mobile App version 2.1 changelog (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 Admin talk contribs created page Changelog 3B CLM v5.1 (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 Admin talk contribs created page 3B Onboarding version 6.11 changelog (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 Admin talk contribs created page Customize Templates Behaviour and Labels (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
05:14, 15 November 2024 Admin talk contribs created page File:Template Settings New.png
05:14, 15 November 2024 Admin talk contribs uploaded File:Template Settings New.png
05:11, 15 November 2024 Admin talk contribs created page Disabling Submission Form (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 Admin talk contribs created page Multiple Submitters for 3B Templates (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 Admin talk contribs created page URL Merge Tags (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 Admin talk contribs created page Changelog 3B CLM v5 (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
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
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
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
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, 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
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

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