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10 March 2025
- 01:5201:52, 10 March 2025 diff hist +17 Client Shift Manager No edit summary current Tag: Visual edit
- 01:5201:52, 10 March 2025 diff hist +11,205 N Client Shift Manager Created page with "== Intro == To configure the Client Shift Manager, create a new Component Configuration of type "Client Shift Manager" (add the option to the Type field if upgrading from a version < 2.7). Find below a sample configuration file for the new Client Shift Manager<syntaxhighlight lang="json"> { "timezonePreference": "user", "schedulables": { "shift": { "objectType": "b3s__Shift__c", "startFieldPath": "b3s__Scheduled_Start_Time__c",..." Tag: Visual edit
- 01:5001:50, 10 March 2025 diff hist +1,070 N WFM Changelog v2.7 Created page with "== New == * Added the all new Client Shift Manager - a new component that can be embedded in Portals (also in Digital Experiences or ran standalone) that will replace the full scheduler in favour to a simpler UI for managing shifts == Fixes == * DEV-542 - Fixed an issue which could cause shifts to be duplicated in the scheduler on soft refresh * DEV-543 - Fixed an issue where compliance wasn't re-calculated for unassigned shifts * DEV-547 - Fixed an issue with bul..." Tag: Visual edit
27 February 2025
- 06:4206:42, 27 February 2025 diff hist +338 N WFM Changelog v2.6 Created page with "== New == * Added the ability to edit single shift in weekly view in Timesheet Submission. Review the weekly view definition article for more information == Fixes == * When shift was created/edited in weekly view in Timesheet Submission, the loading indicator wasn't animated. Category:3B WFM Changelog" current Tag: Visual edit
- 06:3906:39, 27 February 2025 diff hist +378 Weekly View in Timesheet Submission No edit summary current Tag: Visual edit
- 06:3606:36, 27 February 2025 diff hist +636 Weekly View in Timesheet Submission No edit summary Tag: Visual edit
26 February 2025
- 09:0009:00, 26 February 2025 diff hist +952 N Session Validity for External Facing Components Created page with "Components embedded outside of salesforce (e.g. MyDocuments, Job Boards, Sessions) now have a new seeting (as of v6.21+) that you can set to define the session validity. The session validity is usually that of the user elected as the authorization user through the Connected App. By default, a user's session is 60 minutes (3600 seconds), however if you need to change this behaviour, update the window.globals object as follows:<syntaxhighlight lang="javascript"> window[..." current Tag: Visual edit
- 08:5808:58, 26 February 2025 diff hist +1,017 N 3B Onboarding version 6.21 changelog Created page with "== Fixes == * Due to an issue with CORS, retreiving session details could cause an error when onboarding components were embedded externally. This has been patched Note: - All applications have been re-built with a minor change to session handling. By default, a user's session is 60 minutes (3600 seconds), however if you need to change this behaviour, update the window.globals object as follows:<syntaxhighlight lang="javascript"> window['globals'] = { sessionId: '..." current Tag: Visual edit
25 February 2025
- 09:4109:41, 25 February 2025 diff hist +2,703 N Changelog 3B CLM v5.8 Created page with "== New == * DEV-455 We have now added support for user typed signatures in addition to drawn signatures. This feature impacts Sign and Templates * DEV-450 Previously, when a Sign document was submitted and then viewed (or generated into a PDF), we would execute all function expressions again. This behaviour has been changed now, so that we will save the results of the function expression. Any documents submitted on this or later versions will "remember" the function exp..." current Tag: Visual edit
11 February 2025
- 08:3008:30, 11 February 2025 diff hist +241 N 3B Portals & Mobile App version 4.0 changelog Created page with "== Fixes == * Added user timezone to the portal builder and portal page. This prevents issues with the WFM package. == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS000000SPjR Category:3B Portals Changelog" current Tag: Visual edit
10 February 2025
- 05:4705:47, 10 February 2025 diff hist +653 N WFM Changelog v2.5.X Created page with "Fixes * Added support for Scheduled, Actual and Absolute times in the Scheduler Definition -> Shift schedulable. <syntaxhighlight lang="json"> "shift": { "objectType": "b3s__Shift__c", "startFieldPath": "b3s__Scheduled_Start_Time__c", "endFieldPath": "b3s__Scheduled_End_Time__c", "actualStartFieldPath": "b3s__Actual_Start_Time__c", "actualEndFieldPath": "b3s__Actual_End_Time__c", "absoluteStartFieldPath": "b3s__Absolute_Start_Time__c", "abs..." current Tag: Visual edit
7 February 2025
- 07:0907:09, 7 February 2025 diff hist +219 N WFM Changelog v2.4.X Created page with "== Fixes == * Due to an issue with permissions checking, disabled fields could be rendered as editable fields. This is fixed * Fixed an issue with weekly view when navigating across weeks Category:3B WFM Changelog" current Tag: Visual edit
6 February 2025
- 04:4004:40, 6 February 2025 diff hist +17 Weekly View in Timesheet Submission No edit summary Tag: Visual edit
- 04:3904:39, 6 February 2025 diff hist +17,172 N Weekly View in Timesheet Submission Created page with "Version 2.3 of WFM adds a new Weekly View to the Timesheet Submission app. Please find below a sample schema for an OOTB implementation. The important new fields are: - Now shift and request schedulable has 2 sets of fields that are required: "startFieldPath":"b3s__Absolute_Start_Time__c", "endFieldPath":"b3s__Absolute_End_Time__c", "actualStartFieldPath":"b3s__Actual_Start_Time__c", "actualEndFieldPath":"b3s__Actual_End_Time__c", - submitForApprovalLabel - (avail..." Tag: Visual edit
- 04:3404:34, 6 February 2025 diff hist +1,639 N Resource Filters Created page with "In addition to the Scheduling Filters article, with the release of version 2.3 of WFM, we are introducing Resource Filtering. To create a resource filter, ensure that the filter has: - type set to "resource" - you access the two new global variables: resources and screenResources. The first variable returns all resources loaded, the second one returns only the resources currently visible - the matchItems function should use resources and filterItems arguments inst..." current Tag: Visual edit
- 04:3104:31, 6 February 2025 diff hist +3,461 N Clock App Expenses Created page with "From version 2.3 of WFM, expenses are surfaced in the mobile app. Below is an example schema for the Mobile App definition:<syntaxhighlight lang="json"> { "schedulables:{ ..., "expense":{ "objectType":"b3s__Expense__c", "startFieldPath":"b3s__Expense_Date_Query__c", "endFieldPath":"b3s__Expense_Date_Query__c", "selectionClause":[ "b3s__Contact__c = :contactUserId AND b3s__Contact__c != null" ],..." current Tag: Visual edit
- 04:2904:29, 6 February 2025 diff hist +672 N Timezone Handling Created page with "A new property has been added to all definitions (Scheduler, Mobile App and Timesheeting) that allows you to control and set the timezone for the application's operation. The option is called: timezonePreference and it accepts one of two values:<syntaxhighlight lang="json"> { "timezonePreference": "user", "schedulables": { ... } } </syntaxhighlight>'''user -''' if you set it to user, then the salesforce user's timezone will be used for all operations..." Tag: Visual edit
- 04:2604:26, 6 February 2025 diff hist +2,114 N WFM Changelog v2.3.X Created page with "== New == * New Timezone Handling capability for the Scheduler, Clock and Timesheeting applications. This also fixes issues in multi-timezone settings, where dates could be incorrectly displayed/recorded. * New Shift Job Boards functionality, allowing candidates to search for shifts that are open. * New ability to match shifts to candidates, just like matching candidates to shifts. * Clock App - now, expenses are displayed in the mobile a..." current Tag: Visual edit
3 February 2025
- 04:5704:57, 3 February 2025 diff hist +20 Changelog 3B CLM v5.7 No edit summary current Tag: Visual edit
30 January 2025
- 23:0423:04, 30 January 2025 diff hist +77 Shift Job Boards No edit summary current Tag: Visual edit
- 23:0423:04, 30 January 2025 diff hist +28 N File:Mobile App- Shifts Job Board.png No edit summary current
- 23:0323:03, 30 January 2025 diff hist +516 Matching and Compliance Engine →Compliance Rule EvaluationResult current Tag: Visual edit
- 23:0023:00, 30 January 2025 diff hist +11,417 N Shift Job Boards Created page with "== Introduction == Shift job boards is a functionality that allows candidates to search for open (requirement) shifts and either claim them or express interest in working for these shifts. This functionality ensures speedy shift fill rates and is an alternative to shift invitations where the scheduling user needs to first match & invite candidates. We utilize the Matching and Compliance Engine in identifying suitable shifts for a candidate. == Availability == The f..." Tag: Visual edit
- 05:2405:24, 30 January 2025 diff hist +713 N 3B Onboarding version 6.20 changelog Created page with "== Fixes == - DEV-435 - Since the introduction of the new authentication mechanism, the ability to embed the Job Board, Job Post and Sessions components externally was broken. This is now fixed. == Improvements == - DEV-457 - Introduced a new checkbox on the document object (part of document packs) called "Do Not Pre-Load Document". Pre-loading will load the document before the user has clicked on the "Submit" button. This improves UX. However, pre-loading triggers t..." current Tag: Visual edit
- 05:2305:23, 30 January 2025 diff hist −50 Job Post Component →Visualforce Pages current Tag: Visual edit
- 05:2105:21, 30 January 2025 diff hist +32 Job Board Component →Visualforce Pages Tag: Visual edit
23 January 2025
- 04:4804:48, 23 January 2025 diff hist +42 Changelog 3B CLM v5.7 No edit summary Tag: Visual edit
25 December 2024
- 22:0422:04, 25 December 2024 diff hist +33 Matching and Compliance Engine No edit summary Tag: Visual edit
- 22:0222:02, 25 December 2024 diff hist +16,844 N Matching and Compliance Engine Created page with "== Intro == The 3B Compliance engine is a set of tools that allow system admins to define rules, conditions and restrictions that will apply on shifts that are booked as well as used as part of matching for relevant candidates == Look Back and Look Forward Extension == The lookBackExtendDays and lookForwardExtendDays allows us to load define a few days before/and after the start and end field paths. This is useful when creating compliance rules that need to evaluate mul..." Tag: Visual edit
- 22:0122:01, 25 December 2024 diff hist +17 N File:Recalc Compliance.png No edit summary current
- 22:0022:00, 25 December 2024 diff hist +13 N File:Match a Shift.png No edit summary current
- 22:0022:00, 25 December 2024 diff hist +16 N File:Matching Results.png No edit summary current
- 21:5921:59, 25 December 2024 diff hist +22 N File:Mobile App Invitations.png No edit summary current
- 21:5921:59, 25 December 2024 diff hist +14 N File:Accepted Match.png No edit summary current
- 21:5821:58, 25 December 2024 diff hist +21 N File:Compliance Evaluation.png No edit summary current
- 21:5821:58, 25 December 2024 diff hist +13 N File:Suitabilities.png No edit summary current
- 21:5721:57, 25 December 2024 diff hist +24 N File:Certificate Requirements.png No edit summary current
- 21:5521:55, 25 December 2024 diff hist +121 Scheduler Definition No edit summary current Tag: Visual edit
- 21:4821:48, 25 December 2024 diff hist +7,836 N Worker Mobile App Definition Created page with "The worker mobile app relies on the Component Configuration of the type “Clock In / Out Component” as well as on the Component Loader linked to the created Component Configuration. The schedulable objects for the worker mobile app are as follows: * Break (b3s__Break__c) - represents a shift break * Expense (b3s__Expense__c) - represents an expense item * Request (b3s__Employee_Request__c) - represents an availability request * geoTag (b3s__Geo_Ta..." current Tag: Visual edit
- 21:4221:42, 25 December 2024 diff hist +3,739 N Timesheeting Definition Created page with "The timesheet management system consists of two components - Timesheet Submission and Timesheet Approval. Timesheet management depends on a schema, much similar to that of the scheduler. For timesheet management, you need to set up a Component Configuration records as well as Component Loaders. == Identifying User == The timesheeting components auto-identify the logged in user from the context community user if the components are embedded in a digi..." Tag: Visual edit
- 21:3821:38, 25 December 2024 diff hist +35,734 Scheduler Definition No edit summary Tag: Visual edit
- 21:2121:21, 25 December 2024 diff hist +537 Definition Formatters No edit summary current Tag: Visual edit
- 21:2021:20, 25 December 2024 diff hist +26 Definition Conditionality →Matchers current Tag: Visual edit
- 21:2021:20, 25 December 2024 diff hist +580 N Definition Formatters Created page with "Data formatters available in the definition are: Date (will convert to local user's date preference), Time (will convert to a 12/24hr clock) and Date Time. You can use formatters in: * title definitions * matchers <syntaxhighlight lang="json"> ... title: [ { label: 'Start', fieldPath: 'b3s__Start__c', formatter: 'dateTime', hideIfNull: false, }, ], ... { "label": "Created date", "match": {..." Tag: Visual edit
- 21:1521:15, 25 December 2024 diff hist +559 N Highlighted Dates in Calendar Created page with "Similar to Loaders, special dates are executable javascript functions defined in Custom Metadata. Below you can find the template for a special date (4th of July) - the global "date" variable is the date the scheduler renders. If you return a string, the text will be displayed in the day cell. Global Variables * date - the current cell's date @return - The return type must be a string or a null. <code>return (</code> <code> date.getMonth() == 6 &&</code> <code>..." current Tag: Visual edit
17 December 2024
- 10:4010:40, 17 December 2024 diff hist +455 N 3B Onboarding version 6.19 changelog Created page with "== Fixes == * Fixed an issue where Job Types and Sites in custom job boards would rely on the 3B object model. This update allows integrators to update the references for the Job Board component to allow the drop downs to pull Sites and Job Types linked to the contextual job object (which might be different than the 3B one). == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ5000000D4m0 Category:3B Onboarding Changelog" current Tag: Visual edit
- 00:0600:06, 17 December 2024 diff hist +4,333 N Data Validation Created page with "Data validation ensures that respondents fill out all required form fields and the format of values is correct before they are submitted to the server. formJS Form Library supports data validation on the client and server side and allows you to validate user responses immediately after an answer is entered or when respondents proceed to the next page or end the form. Refer to the following sections for information on how to add and configure data validation in your form:..." current Tag: Visual edit
- 00:0100:01, 17 December 2024 diff hist +8,906 N Custom Styling Forms Created page with "== Intro == 3B Forms adds the capability to add your own custom CSS styling to a form through the usage of the Form Style object. The added custom styling will apply within the form builder and the generated form. == Usage == Adding custom CSS styles allows you to achieve the following (and much more): - Adding your company’s custom font style, color, spacing or other font related properties - Adding support for emojis, custom glyphicons and other..." current Tag: Visual edit
16 December 2024
- 23:5423:54, 16 December 2024 diff hist +2,196 N Merge Question Values Created page with "You can merge values from multiple questions into a single array or object. This functionality enables you to split complex forms into connected parts. For example, you can create a form where users enter a list of employees in one question and fill out details about them in another question. If you associate the questions with each other, their values will be merged into a single array. To associate two questions, set their valueName property to the same value. This va..." current Tag: Visual edit
- 23:5223:52, 16 December 2024 diff hist +2,165 N Configure Question Titles 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..." current Tag: Visual edit