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- 07:54, 9 July 2026 3B Onboarding version 9.x changelog (hist | edit) [1,975 bytes] Admin (talk | contribs) (Created page with "== Version 9.0 == Requested Documents - This feature allows us to identify what documents are assigned to a person to complete. This feature introduces the following new fields on the Document Assignment object: * All Documents Completed - Boolean - Checked if all documents requested have been submitted and market as "Approved" * All Documents Submitted - Boolean - Checked if all documents requested have been submitted * Outstanding Documents - Number - Shows a c...") Tag: Visual edit
- 07:41, 9 July 2026 Requested Documents (hist | edit) [5,875 bytes] Admin (talk | contribs) (Created page with "== What's new in Version 9 == The Document Assignment (<code>b3o__Document_Assignment__c</code>) now shows live counts of the documents requested from the contact, so admins and flows can see onboarding progress at a glance without opening the portal. === New fields on Document Assignment === {| class="wikitable" !Field !Type !Meaning |- |Requested Documents (<code>b3o__Requested_Documents__c</code>) |Number |How many documents of the pack are currently visible/required...") Tag: Visual edit
- 06:50, 8 July 2026 Advanced Filters (hist | edit) [6,372 bytes] Admin (talk | contribs) (Created page with "The V10 release adds '''advanced filters''' to the Scheduler filters panel. Unlike the existing checkbox filters, an advanced filter presents one or more '''input fields''' (text, dropdown, slider, date, time, address search…) and only applies when the user clicks '''Execute'''. Five ready-made filters are included. == What's new for users == * Advanced filters appear in the filters panel (right drawer) alongside the existing checkbox filters. * Fill in the inputs, c...") Tag: Visual edit
- 05:59, 8 July 2026 Apex Filter Plugins (hist | edit) [8,931 bytes] Admin (talk | contribs) (Created page with "Filter scheduler and component data with Apex when a SOQL clause can't express the filter. == Admin Guide == === Why this exists === App definitions and loaders normally filter records with SOQL <code>WHERE</code> clauses (<code>selectionClause</code> in an app definition, <code>filterRecordsBy</code> in a loader). SOQL has hard limits though — most notably, a semi-join can only cross '''one''' relationship level. This clause is rejected by Salesforce: <code>b3s__Wo...") Tag: Visual edit
- 03:24, 3 July 2026 WFM Changelog v10.X (hist | edit) [4,891 bytes] Admin (talk | contribs) (Created page with "DEV-1422 - Add support for contextUser.Email DEV-1389 - WFM - Reverse Matching in Schedule DEV-999 - Fix no records when filter returns no data, hides filter DEV-1390 - Add special dates support DEV-1377 - Support repeating merge tags in WFM DEV-1373 - Add quick actions to mobile app, Scheduler DEV-1441 - Shift Invitations - native Added clear all filter & fixed bug with closing filters DEV-1300 - File Upload immediately DEV-1300 - Add record files component DE...") Tag: Visual edit
- 03:23, 1 July 2026 Migrate to Event Alert V2 (hist | edit) [1,047 bytes] Admin (talk | contribs) (Created page with "Version 9.11 of the WFM package introduces a new object Event Alert (b3s__Event_Alert_V2__c). This is necessary as we are moving to a native way of calculating the count of Penalty Alerts (i.e. those where the Penalty number field is with a value that's negative). The change is required for speed and volume optimizations of the planner. Migration Guide for Existing Customers: # Move all Reports and Automations (APEX/FLOW) as well as customizations (Workflow Rules, Emai...") Tag: Visual edit
- 10:38, 26 June 2026 WFM Object Structure Introduced in 2GP (hist | edit) [15,708 bytes] Admin (talk | contribs) (Created page with "Implementor guide to the objects introduced when the WFM scheduling app was decoupled from the 3B Onboarding package, and how they drive '''scheduling''' and '''compliance'''.<blockquote>'''Compatibility.''' Existing clients on the 3B Onboarding objects may keep using them indefinitely. '''All new implementations must use the native objects documented here.''' The two models are wired in identically — only the loader <code>objectName</code> / <code>filterRecordsBy</cod...") Tag: Visual edit
- 10:24, 26 June 2026 Working Patterns (hist | edit) [8,449 bytes] Admin (talk | contribs) (Created page with "Generate recurring shifts for contacts from a reusable, rotating weekly template. Available in version 9.8+ == End-User Guide == <blockquote>⚠️ The UI for this feature is delivered by the managed package and will change significantly once fully implemented. This describes the concept and the data, not the final screens.</blockquote> === What is a Working Pattern? === A '''Working Pattern''' is a repeating weekly schedule. Instead of creating shifts one at a time, y...") Tag: Visual edit
- 09:10, 23 June 2026 Whatsapp Integration Changelog (hist | edit) [296 bytes] Admin (talk | contribs) (Created page with "== Version 1.0 == Link https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ5000000LUNGIA4 Category:Whatsapp Integration") Tag: Visual edit
- 02:53, 23 June 2026 Enabling Recaptcha v3 for Forms (hist | edit) [768 bytes] Admin (talk | contribs) (Created page with "To enable Recaptcha V3 for 3B Forms, the Google Site Admin will need to thumb|Recaptcha Site Onboarding # Go to Google Admin Console and (https://www.google.com/u/1/recaptcha/admin/create as of June 2026, check specific instruction/url at time of onboarding) and start the new Site onboarding procedure. Note that you will need admin rights for this operation. # Create a new Site, and whitelist the salesforce public site(s) where 3B...") Tag: Visual edit
- 06:41, 18 May 2026 AI Assisted Shift Import Tool (hist | edit) [24,565 bytes] Admin (talk | contribs) (Created page with "The AI Assisted Shift Import Tool lets you turn a messy schedule — a spreadsheet, a photo, a PDF — into clean Shift records inside Salesforce. The tool reads the file with AI, pulls out the rows it finds, lets you review and correct them in a grid, and then writes them to Salesforce in one go. This page is split into two halves: # End-User Guide — for the person actually importing shifts each week. # Implementation Guide — for the consultant configuring the too...") Tag: Visual edit
- 06:03, 5 May 2026 WFM Changelog v9.X (hist | edit) [51,005 bytes] Admin (talk | contribs) (Created page with "=== New === Added a new AI assisted shift import tool. === Fixes === DEV-985 - Recalculate rules on shift match DEV-984 - Visual duplication of shifts DEV-1185 - Unregistered workers support DEV-1152 - Terminal pin inconsistent and auto-completed DEV-1374 - Dark theme - select field issue fix where options were not visible DEV-1255 - Add support for nested queries DEV-1372 - Add badges to mobile app DEV-1375 - Better error handling for pop-up forms DEV-987 - Si...") Tag: Visual edit
- 09:06, 28 April 2026 3B Portals & Mobile App version 9.x changelog (hist | edit) [2,900 bytes] Admin (talk | contribs) (Created page with "== Special Upgrade Instructions == We are migrating from 1GP packaging to 2GP packaging. This means, that a client moving to the Abel generation must first be upgraded to the 1GP package version and then to the matching 2GP package version. '''Step 1 - Install 1GP Link''' - TBC '''Step 2 - Install 2GP Link''' - TBC You should see the following message: A package migration updates the installed first-generation managed package to a second-generation managed package. D...") Tag: Visual edit
