Illuminate - Version 2.360

New Features

Enhanced Mobile Lookups

When selecting a record for a new form, or as part of a field link lookup, you can now define a set of fields to display to help users select the correct record. Previously, only one data-point was available. This new functionality will provide additional context to mobile users, allowing them to select the correct record. 

More information can be found here in our Knowledge Base. 

Mobile Form Submission Behavior

It’s now easy to control where mobile users go after submitting forms on Youreka mobile. You can also pass form data to other apps, like Field Service Mobile. The destination can be configured using the gear menu on the Form Template Detail page for published templates. Users can be redirected to Field Service Mobile, Salesforce Mobile, custom URL, or continue to follow default behavior.  
Form submission behavior is triggered on the following events: 

• If Mobile Cards ARE NOT enabled – on form submit
• If Mobile Cards ARE enabled and Check Ins ARE NOT enabled – on leaving the mobile card
• If Mobile Cards ARE enabled and Check Ins ARE enabled – on checkout 

More information can be found here in our Knowledge Base.

Guided Error Resolution

Errors can now be more easily resolved when submitting a form. Previously an error summary was provided that listed the page numbers with validation errors. There is now a guided resolution process with previous and next buttons to navigate to each error for a more efficient and user-friendly experience for resolving errors.  This feature will be activated without configuration. 

Always Hidden Questions

Field link questions now have an option to always be hidden. This is especially useful for questions that drive dependent logic that users might not need to see on the form. The ability to hide these questions ensures the form is as compact and efficient as possible while still showing the right questions at the right time. If all of the questions in a section are always hidden, then the entire section will also be hidden.  

Always Hidden Restrictions: 

• Only Field Link Questions
• No Questions that are Database Required Fields on records that are being inserted by the form
• No Questions that are required by the Template

Linked Section Roll-up Questions

Values from answers for picklist and multi-select picklist questions within linked sections can now be rolled-up into a multi-select question that exists outside of the linked section i.e. a standard section. The rollup will contain all values that have been selected from the picklists within the linked section records. We recommend using global picklists to ensure that picklist values match across the linked section question and standard section question. Linked section roll-up questions can be configured using the custom formula tab of a multi-select picklist question in a standard section.

Show/Hide Forms

Display logic can now be defined at the template level to show/hide entire forms in Youreka Mobile. Much like question-level display logic, this allows logic to be defined that shows the right form at the right time. This can be used to display the correct follow-up form based on the user’s answers to specific questions on preceding forms. This feature only works in conjunction with mobile cards. 

Dependent Sections

Display logic can now be defined to show/hide an entire section. Questions will only be displayed if a section is displayed.  Previously a section would be hidden only if every one of its questions were hidden. When hiding a linked section, the add button is also hidden. 

Linked Section Question Display Logic

Display logic for questions in a linked section has existed for a while now. There is now an option to define display logic for linked section questions based on a question that exists in a standard section.  

Work Order Line Item Field Links

Standard field links can now be added for the WOLI object. Form templates with field links to a WOLI  record cannot however be configured to create new WOLI records since they are part of a master-detail relationship. 

Minor New Features and Fixes

Template Builder

• Cleanup of draggable boxes for sections/questions/etc.
• Renaming of Text/Space/Image option to Content
• Adjusted starting scrolling position for preview
• Pressing escape now dismisses modals
• Publishing a template should always create the related object trigger on WOLI and corresponding test code if it doesn’t exist already
• Allow New not allowed for non-reparentable master-detail field link objects 

Youreka Mobile

• Field link answers should now always stay in sync across forms created both online and offline.
• A new option is available for forms to save in serial instead of simultaneously when coming back online. This is useful for organizations with complex backend processes that may be experiencing record lock issues. This option can be enabled in the Youreka public settings custom setting record. 
• Upgraded to Mobile SDK v8.1 
• Upgraded deeplink plugin 
• When clicking distance on a mobile card in the Youreka iOS app, if Google Maps is installed, then location is opened in Google Maps. If Google Maps is not installed, it will now open in Apple Maps.
• Unsupported characters are removed from photo names 
• Android app no longer getting stuck on “Navigating” message after resuming from background in specific scenarios 
• Taking a landscape photo in the Android app now maintains the correct orientation 
• Required linked section cards should correctly be required in all scenarios 
• Improvements to spotty connection behavior 
• Page numbers no longer temporarily disappear when selecting specific inputs 
• Deeplinks to new forms with mobile cards on and check ins off correctly set the new slider for allow new field links when defined in the deep link 
• Creating a discovery no longer triggers a full sync 
• Android app no longer gets stuck unable to scroll to the top in specific scenarios 
• No longer cause extra sync in specific scenario 
• Support iPadOS multitasking (swipe over | split screen) 

Template Validator

• Update to correctly fix validation for in-form lookup message 
• Confirm section/form dependencies are valid 
• Confirm new rollup picklist functionality and related picklists have compatible values 
• Confirm fieldsets selected for new enhanced mobile lookups exist 

Complete Forms (web and mobile)

• Fix to ensure dependent date questions are always saved on subsequent saves 
• Hyperlink formula button no longer overlaps with the input field 
• Cleaned up error styling borders for some question types 
• Remove arrow keys from number formula inputs to avoid formulas not recalculating 
• Linked section records that violate related record validation rules should re-present the validation rule on subsequent save attempts if it’s still violated 
• Linked section answer updates are now case-sensitive when updating related records 

New Form

• Address apex error for new forms with allow new field links with shared linked sections  
• Better handle error generating answers for a new form 

Post-Install

• No longer reset Youreka mobile intro preferences on package upgrade 
• Address install error with contact first name / last name encrypted 

Form Lifecycle Batch Jobs

• Individual batch size for auto-archive reduced to 9 to accommodate very large forms 
• Updates forms statuses regardless of batch job running user sharing settings   

Queueable Mass Answer Creation Job

• Previously released patch fix to include link answer Id in created answers 

Form Template Import

• Handle edge case for import errors more elegantly 

Discovery Trigger

• No longer set sync required for user creating a discovery 

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.

Form Template Object

• Dependent_Question_Values__c field 
• Filter_Logic__c field 
• New_form_Fieldsets__c field 
• Submit_Mobile_Action_Context__c field 
• Submit_Mobile_Context__c field 
• Submit_Mobile_Action__c field 
• Submit_Mobile_Destination__c field 
• Submit_Mobile_Parameters__c field 

Question Object

• Lookup_Fieldset__c field 
• Always_Hidden__c field

Section Object

• Dependent_Question_Values__c field 
• Filter_Logic__c field

Known Issues

Issue	Managed Package and/or Mobile	Status	Resolution
Linked Section Scrolling Issues - screen over- scrolls and appears white	Mobile	Fixed	New mobile apps (iOS and Android) released on 4/22/21 (v 3.1.27)
Changing picklist values inside of linked section cards causing the form to close	Mobile	Fixed	New mobile apps (iOS and Android) released on 4/22/21 (v 3.1.27)
5000th answer missing on Youreka mobile	Mobile	Fixed	New mobile apps (iOS and Android) released on 4/22/21 (v 3.1.27)
Deeplinks not always correctly routing after opening mobile app on some Android devices	Mobile	Fixed	New mobile app (Android) released on 5/12/21 (v 3.1.29)
App crashing when adding large number of linked section cards on some Android devices	Mobile	Fixed	New mobile app (Android) released on 5/12/21 (v 3.1.29)
App crashing when adding large number of linked sections on some iOS devices	Mobile	Fixed	New mobile apps (iOS and Android) released on 5/26/21 (v 3.1.30)
Required fields missing status bar persisting after they're resolved and changing pages	Mobile	Fixed	New mobile apps (iOS and Android) released on 5/26/21 (v 3.1.30)
Logout and search in the sidebar appear disabled in some scenarios	Mobile	Fixed	New mobile apps (iOS and Android) released on 5/26/21 (v 3.1.30)