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Track the most recent changes to the wiki on this page.
List of abbreviations:
- N
- This edit created a new page (also see list of new pages)
- m
- This is a minor edit
- b
- This edit was performed by a bot
- (±123)
- The page size changed by this number of bytes
9 July 2026
| N 07:54 | 3B Onboarding version 9.x changelog diffhist +1,975 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...") | ||||
| N 07:41 | Requested Documents diffhist +5,875 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...") | ||||
8 July 2026
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23:54 | WFM Changelog v10.X 4 changes history +2,710 [Admin (4×)] | |||
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23:54 (cur | prev) +718 Admin talk contribs (→Version 10.1) Tag: Visual edit | ||||
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07:21 (cur | prev) +80 Admin talk contribs (→Link) Tag: Visual edit | ||||
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07:10 (cur | prev) +1,778 Admin talk contribs Tag: Visual edit | ||||
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06:01 (cur | prev) +134 Admin talk contribs Tag: Visual edit | ||||
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23:04 | App Loaders 2 changes history +12,808 [Admin (2×)] | |||
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23:04 (cur | prev) +303 Admin talk contribs (→Available placeholders (merge fields)) Tag: Visual edit | ||||
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07:03 (cur | prev) +12,505 Admin talk contribs (→Scheduler) Tag: Visual edit | ||||
| N 06:50 | Advanced Filters diffhist +6,372 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...") | ||||
| 06:46 | Filters Metadata Definition diffhist +11,974 Admin talk contribs | ||||
| 06:38 | Matching and Compliance Engine diffhist +240 Admin talk contribs (→Compliance Rules) | ||||
| N 05:59 | Apex Filter Plugins diffhist +8,931 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...") | ||||
7 July 2026
| 03:36 | WFM Changelog v9.X diffhist +374 Admin talk contribs (→Version 9.11) | ||||