User contributions for Admin

8 April 2025

• 06:3606:36, 8 April 2025 diff hist +398‎ N Changelog 3B CLM v5.12 ‎ Created page with "== Changes == * DEV-658 New option added in General Settings => '''Do Not Allow Typed Signatures -''' when checked, the "Type" option will be disabled in Docs and Sign == Fixes == * DEV-659 3B Sign could add blank pages to some document types == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ7000000LSoC Category:3B Docs Changelog Category:3B Sign Changelog" current Tag: Visual edit
• 05:2005:20, 8 April 2025 diff hist +160‎ 3B Portals & Mobile App version 4.9 changelog ‎ →‎Fixes current Tag: Visual edit

7 April 2025

• 10:3710:37, 7 April 2025 diff hist +97‎ WFM Changelog v3.0 ‎ →‎New current Tag: Visual edit
• 10:3610:36, 7 April 2025 diff hist +275‎ WFM Changelog v3.0 ‎No edit summary Tag: Visual edit
• 10:3510:35, 7 April 2025 diff hist +2,173‎ N 3B Portals & Mobile App version 4.9 changelog ‎ Created page with "== Improvements == * Much faster loading speeds due to optimized code base thumb|Web Portal Example == New == * Added full support for Web Portals - you can now define a Web Portal like "Candidate App", define the "Home Page" and link multiple pages to this Web Portal. This way, the system will intelligently pre-load these pages in the background, optimizing the speed at which we are going to load the portal and navigate through pages...." Tag: Visual edit
• 10:3310:33, 7 April 2025 diff hist +18‎ N File:Web Portal Example.png ‎No edit summary current
• 10:2710:27, 7 April 2025 diff hist +290‎ Conditional elements display ‎No edit summary current Tag: Visual edit
• 10:2010:20, 7 April 2025 diff hist +1,472‎ Timezone Handling ‎No edit summary current Tag: Visual edit
• 10:1110:11, 7 April 2025 diff hist +2,800‎ N WFM Changelog v3.0 ‎ Created page with "== New == * Mobile App - improved loading times * Timesheet Submission - improved loading times * Timesheet Approval - improved loading times * Client Shift Scheduler - improved loading times * Scheduler - improved loading times * Complete rebuild of the timezone handling engine * Mobile App - Shifts and Availability are now displayed in a daily calendar. We can also support monthly/weekly calendar in a future release * Mobile App - Added "canEdit" and "canDelete" selec..." Tag: Visual edit

28 March 2025

• 07:1407:14, 28 March 2025 diff hist +1,256‎ N WFM Changelog v2.8 ‎ Created page with "== Fixes == * DEV-548 - Mobile app - fixed an issue where shifts & expenses weren't updated * DEV-553 - Mobile app - the click in/out button was not functioning properly when the server and the user are in a different timezone. * Mobile app - Fixed an issue where the app wasn't able to identify current/next shift accurately when the user was in a different timezone * Mobile app - Improved the Job Boards functionality - speed & stability * Mobile app - fixed a few UI qu..." current Tag: Visual edit
• 01:0901:09, 28 March 2025 diff hist +248‎ N Changelog 3B CLM v5.11 ‎ Created page with "== Fixes == * Fixes an issue where incorrect parameters passed to Function Expressions in Sign == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ7000000LSo7 Category:3B Sign Changelog Category:3B Docs Changelog" current Tag: Visual edit

27 March 2025

• 18:1818:18, 27 March 2025 diff hist +7‎ Changelog 3B CLM v5.10 ‎No edit summary current Tags: Mobile edit Mobile web edit Visual edit
• 18:1818:18, 27 March 2025 diff hist 0‎ Changelog 3B CLM v5.10 ‎No edit summary Tags: Mobile edit Mobile web edit Visual edit
• 18:1718:17, 27 March 2025 diff hist +3‎ Changelog 3B CLM v5.10 ‎No edit summary Tags: Mobile edit Mobile web edit Visual edit
• 08:2308:23, 27 March 2025 diff hist +14‎ Scheduling Groups ‎ →‎Functionality current Tag: Visual edit
• 08:2208:22, 27 March 2025 diff hist +102‎ Scheduling Groups ‎ →‎Scheduling Context Provider Tag: Visual edit
• 08:1908:19, 27 March 2025 diff hist +227‎ Scheduling Groups ‎ →‎Availability Tag: Visual edit
• 07:5107:51, 27 March 2025 diff hist +2,109‎ N Scheduling Groups ‎ Created page with "== Intro == Using scheduling groups allows you to define a narrowed-down dataset for your scheduling users. You can create groups based on business units, territory or any other business requirement. Groups only apply for global scheduling context (i.e. where the scheduler is supposed to show all data and it is not embedded on a record). ''Note: Once groups are enabled, global scheduling (with Schedule Definition and Loaders where the Object/Group Name field is empty) w..." Tag: Visual edit
• 07:4907:49, 27 March 2025 diff hist +12‎ N File:Group Switch.png ‎No edit summary current
• 07:4807:48, 27 March 2025 diff hist +6‎ N File:Groups Trigger.png ‎No edit summary current
• 06:1006:10, 27 March 2025 diff hist +992‎ Custom Embedded JavaScript Functions ‎ →‎Sign current Tag: Visual edit
• 06:0706:07, 27 March 2025 diff hist +1,378‎ N Changelog 3B CLM v5.10 ‎ Created page with "== Fixes == - Value formatters weren't correctly evaluated == Changes == * Now, function expressions will inherit a new parameters - "field" and "submitterRecords". The field is the contextual function expression field, whereas the submitterRecords is an array of all the submitters added to the document. You can use these two parameters in order to fix re-generation where the value could be blank. So, for example, you can implement a function expression like so to ens..." Tag: Visual edit
• 04:4204:42, 27 March 2025 diff hist +187‎ Custom Value Formatting ‎No edit summary current Tag: Visual edit
• 04:4104:41, 27 March 2025 diff hist +288‎ Custom Embedded JavaScript Functions ‎No edit summary Tag: Visual edit

26 March 2025

• 23:5223:52, 26 March 2025 diff hist +984‎ WFM Context ‎ →‎Limitations current Tag: Visual edit
• 23:4223:42, 26 March 2025 diff hist +635‎ WFM Context ‎No edit summary Tag: Visual edit
• 09:0809:08, 26 March 2025 diff hist +246‎ N 3B Portals & Mobile App version 4.2 changelog ‎ Created page with "== Fixes == * Fixes an issue where the builder might not show the loading/save state == Updates == * Optimized loading == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS000000c73h Category:3B Portals Changelog" current Tag: Visual edit

24 March 2025

• 08:4008:40, 24 March 2025 diff hist −1,170‎ Changelog 3B Forms v5.12 ‎No edit summary current Tag: Visual edit
• 08:3908:39, 24 March 2025 diff hist +1,207‎ N Changelog 3B Forms v5.14 ‎ Created page with "==Fixes== *Fixed potential edge case scenario where ReCaptcha could fail the form *Fixed an issue where form submissions with PDF Generation enabled could result in blank documents *Fixed an issue where "Save as PDF" in form preview could save a blank document ==Changes== *Field validations are now evaluated "On Complete" - i.e. prior to the form's submission. Users can navigate through the pages of a form without having to fill out all fields. *Implemented new Builder..." current Tag: Visual edit
• 08:3608:36, 24 March 2025 diff hist +9‎ Changelog 3B Forms v5.12 ‎No edit summary Tag: Visual edit
• 07:5007:50, 24 March 2025 diff hist +208‎ N 3B Portals & Mobile App version 4.1 changelog ‎ Created page with "== Changes == * Improved speed of loading of both the builder and the portal pages == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS000000YDPR Category:3B Portals Changelog" current Tag: Visual edit
• 06:1306:13, 24 March 2025 diff hist +34‎ Changelog 3B Forms v5.12 ‎ →‎Link Tag: Visual edit
• 06:1306:13, 24 March 2025 diff hist +41‎ Changelog 3B Forms v5.12 ‎No edit summary Tag: Visual edit
• 06:1206:12, 24 March 2025 diff hist +51‎ Changelog 3B Forms v5.12 ‎No edit summary Tag: Visual edit
• 06:0806:08, 24 March 2025 diff hist +90‎ Changelog 3B Forms v5.12 ‎No edit summary Tag: Visual edit
• 05:4705:47, 24 March 2025 diff hist +1,549‎ N Builder Options ‎ Created page with "== Intro == thumb Version 5.12+ of forms introduces some new form options and re-labels existing form options. This article describes the options available in the form builder === Save as PDF === When enabled, when a form is submitted, we will also create a PDF of the form and attach it against the Form Response === Enable Recaptcha v3 === When enabled, (and recaptcha key is added in Form Settings), we will prevent form submission unless Goo..." current Tag: Visual edit
• 05:4105:41, 24 March 2025 diff hist +13‎ N File:Form Settings.png ‎No edit summary current
• 05:4005:40, 24 March 2025 diff hist +1,142‎ N Changelog 3B Forms v5.12 ‎ Created page with "== Fixes == * Fixed potential edge case scenario where ReCaptcha could fail the form * Fixed an issue where form submissions with PDF Generation enabled could result in blank documents * Fixed an issue where "Save as PDF" in form preview could save a blank document == Changes == * Field validations are now evaluated "On Complete" - i.e. prior to the form's submission. Users can navigate through the pages of a form without having to fill out all fields. * Implemented n..." Tag: Visual edit

20 March 2025

• 06:5006:50, 20 March 2025 diff hist +7,153‎ N Creating Document Submissions ‎ Created page with "== Intro == With version 6.22 of the onboarding package, we have introduced some new behaviour for creating Document Submissions records. == Old Behaviour == Previously, we would create a <u>document submission record</u>, when a '''Form''', '''Template''', '''Document''', '''Assessment''' or '''Session''' (a.k.a. document) was created against all Document Assignment records that implement a document linked to the submitted resource. == New Behaviour == From version 6..." current Tag: Visual edit
• 06:2506:25, 20 March 2025 diff hist +659‎ N 3B Onboarding version 6.22 changelog ‎ Created page with "== Fixes == * DEV-219 - improved system record lookup fields (used in user documents assign, document pack assignment and more), by removing a custom implementation and replacing it with a native implementation * DEV-451 - we will ensure assessment records are created before submission * DEV-454 - there were some UI issues with compliance rules == Changes == * DEV-533 - session invitations now show as am/pm instead of a/p * DEV-571 - changed the behaviour when Creat..." current Tag: Visual edit

19 March 2025

• 19:0219:02, 19 March 2025 diff hist +2,656‎ Documents AI ‎ →‎Limits current Tag: Visual edit
• 18:5018:50, 19 March 2025 diff hist +4,960‎ Documents AI ‎No edit summary Tag: Visual edit
• 08:3308:33, 19 March 2025 diff hist +2,991‎ N Documents AI ‎ Created page with "== Intro == Version 5.11 of 3B Forms introduces the new AI OCR capability right in Forms. Admins can now build forms and request files to be uploaded and through natural language instructions, they can extract and modify information that would otherwise need to be inputted by hand. == Setup == Head over to Setup -> Settings -> 3B Forms General Settings and set the field 3B AI Endpoint to https://x3b-ai-76854d6fa2eb.herokuapp.com/extractImage..." Tag: Visual edit
• 08:2508:25, 19 March 2025 diff hist +16‎ N File:AI Prompt Config.png ‎No edit summary current
• 08:2108:21, 19 March 2025 diff hist +14‎ N File:File Upload AI.png ‎No edit summary current
• 08:1808:18, 19 March 2025 diff hist +79‎ Changelog 3B Forms v5.11 ‎ →‎Link current Tag: Visual edit
• 08:1608:16, 19 March 2025 diff hist +852‎ N Changelog 3B Forms v5.11 ‎ Created page with "== New == * Introducing Documents AI - our latest feature, allowing users to OCR documents with the power of natural language prompts. * Brand new UI for the form builder * Added options in the builder to enable/disable the creation of the Submission.json, Response.json and BuidlerDate.json files. Probably the only vital one is Response.json which enables Form Previews. Users can disable the app from creating these files to speed up form submissions. == Fixes ==..." Tag: Visual edit

17 March 2025

• 07:1007:10, 17 March 2025 diff hist +1,312‎ N Changelog 3B CLM v5.9 ‎ Created page with "== New == * Added new object record selector to 3B Sign. You can use the Lightning Builder to drag and drop the new LWC component to make record selection for merging easier * Added a new property "loadedObjectRecords" to the Function Expressions and Value Formatters for Templates. These contain all loaded records and are passed to the function expression/value formatter. * Optimized loading times for Sign and Templates * 3B Sign: the builder will now remember the previ..." current Tag: Visual edit

10 March 2025

• 23:1723:17, 10 March 2025 diff hist +102‎ Timesheeting Definition ‎No edit summary current Tags: Mobile edit Mobile web edit Visual edit
• 01:5401:54, 10 March 2025 diff hist +30‎ WFM Changelog v2.7 ‎No edit summary current Tag: Visual edit