What's New
We are extremely excited to announce the launch of our new mobile app in the Ohm release! Along with it are major improvements and new capabilities that will make working in the field much quicker, easier and more enjoyable. There are lots of new features added as well, along with new accelerators to help customers get the most out of their Youreka implementation.
- New Mobile GA
- Improved Syncing
- Enhanced 3D Model Integration*
- Create Forms Offline on Windows
- New Speed to Value Extension Packages
- New CPG & Retail Accelerator and New Sales Template Repository
New Features
New Mobile GA
After months of work, we’ve taken everything customers love about Youreka and improved everything else in the new Youreka Mobile App, which is now available to all customers. Our new app provides mobile workers with the best experience to date, which is sure to improve satisfaction and adoption, making your end users more productive, helping them get work done quicker.
All new development will only be in the new app. The current app will be supported until further notice but now is the time to start migrating your mobile users over to experience all the latest and greatest features.
- Faster loading times, for a more responsive and improved user experience
- Higher security standards leveraging the latest mobile plugins and technology
- The new framework enables new features to be available faster than ever before.
For a full review of the new Mobile App, as well as the release timeline, please visit the Guide to Youreka's New Mobile App.
Please Note: The new Mobile App is only available with the Ohm managed package or higher.
Improved Syncing
Your mobile workforce can now get their work on the mobile app faster than ever before, with reduced wait times while getting the correct data. Workers can spend more time performing valuable work and less time waiting for the app to sync.
In the new mobile app prepping for offline work can be up to 25% faster than before!
Initial login and sync of data can be up to 20% faster.*
Benefits
- Faster sync times on the app for starting and prepping for offline, getting mobile workers ready for the job quicker and avoid customers waiting while data syncs
- Efficient retrieval of information from Salesforce for a form or Work Order, as the app only gets the data needed for that record/form
- Less time waiting for data to sync allows mobile workers to be more productive
- Users can sync larger forms and more data in less time than ever before
- New Data Management screen providing users with a progress bar while data is syncing to see what is syncing and approximately how long until completion
*Testing conducted by Youreka in January 2023 using an iPad Pro 12.9“ and a Samsung S22. Multiple processes were performed on each device with the same data set on the current Youreka Mobile app and the Youreka New app. The processes testing include initial login, prep for offline and save & sync forms. Benchmarking tests are conducted using specific devices and reflect approximate performance expected on customer devices.
Enhanced 3D Model Integration (Available in Upcoming Patch)
Youreka now provides the newest capabilities in 3D Models by integrating to Threekit directly within Youreka forms. These 3D models can be embedded as part of a procedure or process while completing work on site. In Ohm, the ability to support any of ThreeKit’s environments has been added.
When your field workers are servicing or inspecting items while in the field, the Threekit integration allows them to have access to a 3D model of the piece of equipment they are working with. 3D model integrations empower field workers to deliver a higher quality of service by arriving to the job-site prepared to do the work, and reduce repeat visits.
Benefits
This 3D model allows workers to:
- Dynamically present 3D models within forms
- “Touch” and maneuver an asset while completing work
- Utilize all the latest Threekit capabilities including tags and complex 3D models
How to Setup
Setup Threekit integration in your Salesforce Org. Add the 3D Models to the Youreka Form Templates and then field workers can interact with the models in their forms. For additional details please visit our Knowledge Base article.
Create Forms Offline on Windows
In Ohm, we are improving on Youreka's mission to empower users with our app on any device or platform. Respond to any situation while offline and create the forms needed on the go, offline in Windows.
Benefits
Before Ohm’s release, users needed to generate their forms prior to going offline and synchronizing their data with Pulsar. Now, sync data to Pulsar, then go offline and have access to ad-hoc form creation on-the-go! Identify the forms needed while offline and generate them on the spot. Improved performance and UI helps mobile workers complete work faster.
How to Setup
Setup Pulsar for Salesforce, configure Youreka settings in Pulsar, and install Pulsar on Windows. For additional details please visit our Knowledge Base article.
New Speed to Value Extension Packages
Benefits
Extension Packs are solutions that help accelerate the Youreka implementation process. Extension packs include fields, formulas, reports, flows and more to provide customers with production quality use cases within minutes.
The Ohm release includes 4 new packages:
- Template Style - a Salesforce Flow that allows you to update all of your Active Form Templates with the CSS from a specific record.
- Template Versioning - includes automation to allow versioning of Form Templates and Questions. Allows you to visualize a Form Template hierarchy with parent, children and sibling records, and identify where and how questions change over time and across related templates.
- Friendly Photos and e-Signatures - includes Salesforce automation to make photos and e-Signature answers easier to work with.
- Dashboard Insights - includes a collection of four dashboards that help analyze powerful insights from Youreka form, question, and template data.
How to Setup
Youreka's Extension Packs are unmanaged packages in Salesforce. For additional details please visit the Knowledge Base articles for Template Style, Template Versioning, Friendly Photos and e-Signatures, and Dashboard Insights.
New CPG & Retail Accelerator and New Sales Template Repository
Benefits
The new CPG and Retail Accelerator helps customers get up and running quickly with 15 industry specific use case templates including Merchandising Audits, Retail Store Daily Checklists, Franchise Compliance Audits and more. The New Sales Template Repository includes 10 Form Templates for downloading, including Lead Qualification Form, Sales Mutual Close Plan, and more. Once downloaded, the templates can be uploaded to Youreka in minutes.
How to Setup
For additional details please visit the Knowledge Base articles for the CPG & Retail Accelerator and for the Sales Template Repository.
Additional New Features and Fixes
Biometrics (New App Only)
- Setting now available to turn on/off biometrics and device pin during the login experience for the new mobile app. Please visit the Public Settings Knowledge Base Article for more information.
Pin Menu (New App Only)
- Users have the ability to utilize the Pin Menu feature on the New Mobile App so they can see all menu options while navigating in their forms experience.
Session Inactivity Warning
- Setting now available to warn users before a session times out. Define after how many minutes to have the warning pop up in order for the user to renew their Salesforce session. Please visit the Public Settings Knowledge Base Article for more information.
New Metadata (for Profiles/Permission Sets)
The following metadata has been added in this release and should be included in any cloned/custom Permission Sets or Profiles related to Youreka.
New Fields
New to Youreka Public Settings:
- Bypass_Pin_Biometrics
- Max_Questions_Available_on_Form
- Max_Form_Size_Available_on_Form
- Inactivity_Logout_Warning_Minutes
New APEX classes that need to be included in custom permission sets (included in the 4 Youreka permission sets)
- WS_SyncStatusV2
- WS_PhotosV2
- WS_LookupRecords
- WS_LookupRecordsV2
- WS_FullForms
- WS_FullFormStats
- WS_FieldValuesV2
- WS_EnvV2
- WS_CheckInsV2
New VisualForce pages to be included in custom permission sets (included in the 4 Youreka permission sets)
- OpenYourekaAppV2
Version Info
- Version 2.800
- Current Mobile Version 3.1.91
- New Mobile Version 3.0.0
- Release Date January 25, 2023
Ohm Patch Release Notes
We have released a patch for the Ohm release. This patch includes new functionality as well as fixes to existing issues in the New Mobile App.
- A new Deeplink parameter has been created that forces retrieving the latest data from Salesforce. For additional information on using Deeplinks, please see our Knowledge Base article.
- A fix to an issue that blocked users from logging into Communities when Enhanced Domains are enabled.
- A fix to an issue that caused Formulas to not calculate properly.
- A warning message to users before logging out of Youreka.
Version Info
- Version 2.803
- Current Mobile Version 3.1.91
- New Mobile Version 3.0.2
- Release Date March 1, 2023
Ohm Patch 2 Release Notes
We have released a second patch for the Ohm release. This patch includes new functionality as well as fixes to existing issues in the New Mobile App.
- Logos are now supported for Mobile App Branding.
- Save Photos in background when changing Pages (New App)
- When Data is removed in Salesforce it is now properly reflected in Youreka.
- A fix to an issue where deeplinking to Youreka displays duplicate forms.
- When submitting a form and encountering Validation Errors the next button now takes users through any errors.
- Form Visibility rules are fully respected when doing a manual sync.
Version Info
- Version 2.803
- Current Mobile Version 3.1.91
- New Mobile Version 3.0.3
- Release Date March 24, 2023
Comments
0 comments
Please sign in to leave a comment.