WFM Changelog v10.X

Version 10.2

Changes

• Added support for context date offset in App Loaders. The window start shifted by N days, as a SOQL datetime (e.g. :contextStart-7d = 7 days before the window). Same forms work on :contextEnd. Use these to load records around, not just inside, the visible window. Useful for example if you need to load extra shifts for a given schedule window in order to evaluate compliance.
• Context Menu fix - the context menu could show options which should otherwise be unavailable (e.g. shift is saving, record isn't settled, "delete" menu option was presented)

Link

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ5000000LUkZIAW

Version 10.1

Changes

• Added the ability to define APEX Filters for App Definitions and Data Loaders. Read the instructions here.
• Matching Rules can now define "isEliminating" flag - if this is set to true, we will hide the search result (filter it out)
• Matching Rules for the mobile app can now define "isVisible" flag - if set to true, we will present the candidate searching for shifts in the mobile app the details of the evaluation result(s)
• Added Advanced Filters capability - admins can now define filters with one or multiple input types, with support for Google Address Autocomplete. Advanced filters can be applied on the shift, request or resource schedulables.
• When applying a filter, we will now show a loading indicator. Useful on large datasets. We have also improved the filtering experience.
• When a resource filter is applied, running compliance will only run compliance for the visible resources.
• Added Context menu option to re-run compliance for a contact in swimlane
• App Wide: Security Hardening
• Security: Without sharing query for guest users, with sharing for authenticated users.
• Candidate availability in the mobile app is now is displayed as a 31 day calendar view. User taps once for available, twice for unavailable and tap + hold for custom availability. You can revert back to the list view by setting the property useListView to true on the request schedulable
• Loaders (app/scheduler) must now have a JSON definition. Loaders support Apex Filters. Loaders article is updated with all the useful information needed for migrating from Javascript ot JSON loaders. Please review the updated article for App Loaders
• A new Shift Trigger was added to clear Event Alerts (b3s__Event_Alert_V2__c) records from shifts where the b3s__Contact__c has changed or has been nulled.
• Deprecated the b3s__Event_Alert__c object in favour to a new object called b3s__Event_Alert_V2__c. All fields on the object are the same, apart form changing the relationship with the shift to be a Master Detail. This allows us to perform a roll up on the shift of the count of alerts with negative b3s__Points__c.
• Compliance & Matching is now faster, more stable and will output errors to admins more reliably than before.
• Added Working Patterns, Working Pattern Days and Working Pattern Types as well as a sample Flow to generate shifts from a working pattern.
• The lasso in the scheduler (select + drag to draw a selection rectangle) is now following page scroll
• The Scheduler UI has improved with an upgrade of the underlying dependencies
• The Scheduler definition now can have a slot width to definition. Default wider shift slots. slotMinWidth
• The Scheduler now supports double click on an empty cell to invoke the new shift creation pop-up
• Performance: Avoid re-rendering pop-up forms on field change (removes fields flashing)
• App Wide: Isnull now treats --none-- select option
• Fix bug where select fields with default options defined in Salesforce are not auto-selected. This was an issue with how we describe the database
• The Shift Import tool now uses the AI service endpoint. Ensure the WFM Custom settings are configured.

Other Changes

• DEV-1460 - Fix TZ handling for the import tool
• DEV-1465 - Batch editing/canceling shifts fix

• 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
• DEV-841 - JS to JSON for Component and Scheduling Loaders

Link

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ5000000LUkUIAW