User contributions for Admin

14 May 2024

• 05:4005:40, 14 May 2024 diff hist +496‎ N 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..." current Tag: Visual edit

2 May 2024

• 07:2507:25, 2 May 2024 diff hist +32‎ N 3B Contract Redlining ‎ Created page with "== Intro == Category:3B Docs" current Tag: Visual edit
• 07:2507:25, 2 May 2024 diff hist +79‎ Changelog 3B Docs v4.12 ‎No edit summary Tag: Visual edit
• 07:2107:21, 2 May 2024 diff hist +128‎ N 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

30 April 2024

• 03:5203:52, 30 April 2024 diff hist +1,334‎ N 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/..." current Tag: Visual edit
• 03:4203:42, 30 April 2024 diff hist +208‎ N 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" current Tag: Visual edit

25 April 2024

• 05:5905:59, 25 April 2024 diff hist +168‎ N 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" current Tag: Visual edit
• 04:5804:58, 25 April 2024 diff hist +180‎ N 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" current Tag: Visual edit
• 04:1304:13, 25 April 2024 diff hist +230‎ N 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" current Tag: Visual edit

23 April 2024

• 07:5107:51, 23 April 2024 diff hist +325‎ N 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" current Tag: Visual edit
• 07:5007:50, 23 April 2024 diff hist +241‎ N 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" current Tag: Visual edit

21 April 2024

• 00:5000:50, 21 April 2024 diff hist +2,737‎ Sessions Component ‎No edit summary current Tag: Visual edit
• 00:4700:47, 21 April 2024 diff hist +982‎ N 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...." current Tag: Visual edit
• 00:4300:43, 21 April 2024 diff hist +796‎ Session Scheduling and Self-Booking ‎No edit summary current Tag: Visual edit

18 April 2024

• 22:5122:51, 18 April 2024 diff hist 0‎ 3B Onboarding version 5.3 changelog ‎No edit summary current Tag: Visual edit
• 22:3422:34, 18 April 2024 diff hist +222‎ N 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
• 04:2704:27, 18 April 2024 diff hist +204‎ N 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" current Tag: Visual edit

11 April 2024

• 21:1221:12, 11 April 2024 diff hist +1,215‎ N 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..." current Tag: Visual edit
• 10:5010:50, 11 April 2024 diff hist +1,073‎ N 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..." current Tag: Visual edit

8 April 2024

• 06:1706:17, 8 April 2024 diff hist +215‎ N 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" current Tag: Visual edit

5 April 2024

• 10:1810:18, 5 April 2024 diff hist +161‎ 3B Marketplace ‎No edit summary current Tag: Visual edit
• 10:1710:17, 5 April 2024 diff hist +1,873‎ N 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
• 10:1410:14, 5 April 2024 diff hist +18‎ N File:Management Panel.png ‎No edit summary current
• 10:0910:09, 5 April 2024 diff hist +346‎ N 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" current Tag: Visual edit

1 April 2024

• 06:1706:17, 1 April 2024 diff hist 0‎ Login Component ‎ →‎Login, Register and Reset Password current Tag: Visual edit
• 06:1706:17, 1 April 2024 diff hist 0‎ Login Component ‎ Fixed Typo Tag: Visual edit

31 March 2024

• 08:5408:54, 31 March 2024 diff hist +299‎ N 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" current Tag: Visual edit

30 March 2024

• 09:0709:07, 30 March 2024 diff hist +1,953‎ N 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..." current Tag: Visual edit
• 08:3608:36, 30 March 2024 diff hist +221‎ N 3B Portals & Mobile App version 1.9 changelog ‎ Created page with "== Fixes == * The spinner icon in the login component could display white background. This has been fixed == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS0000005ce9 Category:3B Portals" current Tag: Visual edit
• 08:0008:00, 30 March 2024 diff hist +333‎ N 3B Portals & Mobile App version 1.8 changelog ‎ Created page with "== Fixes == * Code selector could sometimes be hidden behind elements * Fixed theme switch not correctly displaying options * Fixed google fonts not persisting in generated page * Fixed broken styling for SVG selector == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWS0000005Urt Category:3B Portals" current Tag: Visual edit
• 01:2101:21, 30 March 2024 diff hist +405‎ 3B Portals & Mobile App version 1.7 changelog ‎No edit summary current Tag: Visual edit
• 01:1301:13, 30 March 2024 diff hist +832‎ Embeddable Screen Flow ‎No edit summary current Tag: Visual edit
• 01:1301:13, 30 March 2024 diff hist +14‎ N File:Screen Flow in Portal.png ‎No edit summary current
• 00:5800:58, 30 March 2024 diff hist +271‎ Embeddable Screen Flow ‎No edit summary Tag: Visual edit
• 00:3900:39, 30 March 2024 diff hist +27‎ 3B Portals & Mobile App version 1.7 changelog ‎No edit summary Tag: Visual edit
• 00:3900:39, 30 March 2024 diff hist +971‎ N Embeddable Screen Flow ‎ Created page with "== Intro == You can embed salesforce Screen Flows in 3B Portals using the "Screen Flow" component. Just drag and drop it into the canvas and configure the settings. == Builder Settings == When you click on settings against the dropped component on the canvas, you will need to configure the following: - Record Id - This can be the running context user's record id or any other custom record id. It will be passed to the Screen Flow's recordId input param (defaults to <now..." Tag: Visual edit
• 00:3600:36, 30 March 2024 diff hist +267‎ 3B Portals & Mobile App version 1.7 changelog ‎No edit summary Tag: Visual edit

29 March 2024

• 23:5623:56, 29 March 2024 diff hist +4,992‎ N Mail Merge and Repeatable Syntax ‎ Created page with "== Intro == We have built a templating engine in 3B Sign, 3B Forms and 3B Portals & Mobile Apps that allows developers/system admins to "mail merge" variables directly in the form, document or page. == Syntax == <syntaxhighlight lang="text"> RecordId: {{record.Id}} //This is the context record User Id {{contactUser.Id}} //This is the context user (only available in Portals) //This example assumes Contact as the context record //The top-level record is always the c..." current Tag: Visual edit
• 06:1306:13, 29 March 2024 diff hist +584‎ N 3B Portals & Mobile App version 1.7 changelog ‎ Created page with "== Bug Fixes == * Various bug fixes available for the Login Component * Fixed an issue where newly registered users couldn't see merged data == New Features == * Now, the Login Component allows URL parameters, so you can direct users to a specific page (register / password reset) * Added a new page in the Login Component to allow users to enter Username + Vericode + Password in order to reset their password. Useful for allowing existing Contacts to gain access to..." Tag: Visual edit
• 05:4105:41, 29 March 2024 diff hist +333‎ Login Component ‎No edit summary Tag: Visual edit
• 05:3205:32, 29 March 2024 diff hist +2,171‎ Login Component ‎No edit summary Tag: Visual edit

15 March 2024

• 07:5807:58, 15 March 2024 diff hist +619‎ Migrating from Onboarding Portals to the new Portals & Mobile Apps package ‎No edit summary current Tag: Visual edit
• 07:2507:25, 15 March 2024 diff hist +31‎ Changelog 3B Docs v4.9 ‎No edit summary current Tag: Visual edit

13 March 2024

• 02:1902:19, 13 March 2024 diff hist +89‎ 3B Sign Installation ‎No edit summary current Tag: Visual edit

10 March 2024

• 22:3822:38, 10 March 2024 diff hist +572‎ N Creating Multiple Mobile Apps ‎ Created page with "To create multiple portals & mobile apps, simply clone the b3o__P.page and edit the properties in the <head> tag. These meta-tags define web app icon, name, description and other details. Do not change any other part of the page. So, you can have Candidates.page and Clients.page – two completely separate portals, each having a unique icon, title, and app name. Use <nowiki>https://www.pwabuilder.com/</nowiki> to build the project manifest json and store it in a static..." current Tag: Visual edit
• 22:3722:37, 10 March 2024 diff hist +110‎ Migrating from Onboarding Portals to the new Portals & Mobile Apps package ‎No edit summary Tag: Visual edit
• 22:3622:36, 10 March 2024 diff hist 0‎ 3B Onboarding version 4.16 changelog ‎No edit summary current Tag: Visual edit
• 22:3522:35, 10 March 2024 diff hist +637‎ N 3B Portals & Mobile App version 1.6 changelog ‎ Created page with "== Intro == This is the first official release of the new standalone 3B Portals & Mobile Apps builder application. This release cements 3B's re-branding efforts to split app offerings. == Bugfixes == * Sometimes, pages couldn't be saved if special charecters were added in the builder * Improved external resource loading time * Upgraded Tailwind dependency * Installed DaisyUI dependency == Installation == Use this URL to install the package into any organization: <now..." current Tag: Visual edit
• 22:3322:33, 10 March 2024 diff hist 0‎ 3B Onboarding version 4.16 changelog ‎No edit summary Tag: Visual edit
• 22:3122:31, 10 March 2024 diff hist +246‎ 3B Onboarding version 4.16 changelog ‎No edit summary Tag: Visual edit