What's New
We're excited to introduce the Turbine Release, packed with new features, enhancements, and improvements to elevate your experience. Features highlighted in this article include:
- Sketch Pad
- Mobile State Recovery
- Maps
- Youreka Fuse
- Table Sections
New Features
Sketch Pad
Introducing Sketch Pad: Revolutionizing Form Experience with Visual Context
We at Youreka are thrilled to unveil our latest enhancement with the Turbine release: Sketch Pad. This innovative feature redefines the traditional form-filling experience by seamlessly integrating a digital sketch pad, empowering users to convey their thoughts and ideas with unparalleled precision and clarity.
Benefits
Enhanced Form Experience
Gone are the days of tediously filling out forms question by question. With Sketch Pad, users can now effortlessly enrich their submissions by providing detailed sketches directly within the form interface. Whether it's annotating a blank canvas or overlaying insights onto a template image, Sketch Pad empowers users to articulate their thoughts visually, transcending the limitations of conventional text-based responses.
Streamlined Communication
The beauty of Sketch Pad lies in its ability to add depth and context to form submissions with minimal effort. Instead of grappling with answering long text questions, users can simply sketch out their ideas, effectively communicating complex concepts with ease. This not only expedites the data collection process but also fosters clearer communication between stakeholders, leading to more informed decision-making.
Seamless Integration
Furthermore, a portion of Sketch Pad seamlessly integrates with our existing photo markup experience, providing users with a comprehensive toolkit for visual communication. This synergy between Sketch Pad and photo markup elevates the form-filling experience to unprecedented heights, empowering users to express themselves with unparalleled clarity.
Unlocking Creativity
At Youreka, we understand that innovation thrives on creativity. With Sketch Pad, we're not just simplifying form completion; we're unlocking new realms of creativity and expression. Whether it's brainstorming ideas, annotating diagrams, or sketching out prototypes, Sketch Pad empowers users to unleash their imagination, transforming mundane forms into vibrant canvases of creativity.
How to Setup
Setting up this feature is quite simple! It is available as a new question type in Template Builder and can be easily dragged into a Standard or Linked Section. Once that's done, the user has the ability to determine if the Sketch Pad will be presented as a blank canvas or as an image in the Complete Forms experience. It’s also best to mention that the Sketch Pad question type works best in a single column section. There are some UI constraints when including it in a multi-column section.
To get more information about setting up this feature plus the other innovative ways to utilize the Sketch Pad, please visit this knowledge article.
Known Issues
- If a PDF is generated for a form with a Sketch Pad question, the Sketch Pad will appear blank in the generated PDF
- The Sketch Pad image appears shrunken on the Complete Forms page
- The Sketch Pad Images is not showing up on imported templates
- If a form contains more than one linked sections, each with a single Sketch Pad question, only the first linked section sketch pad is opening
- The tooltip is not appearing in Complete Forms for the Sketch Pad question
- If the highlighter is selected, it changes back to the pencil after clearing the Sketch
- If the device’s keyboard is open when selecting the Sketch Pad question, they will be stuck in the Sketch Pad and can’t return to the Complete Forms page
- The clear button is not working as intended
- Minor UI issues when utilizing the Sketch feature on smaller devices
Mobile State Recovery
Introducing the Mobile State Recovery feature, a cutting-edge addition to our application designed to revolutionize user experience and safeguard against data loss. Mobile State Recovery ensures seamless recovery after app crashes or restarts, mitigating the frustration and inconvenience associated with lost work.
Benefits
Prevents Data Loss: Say goodbye to lost data! Mobile State Recovery diligently saves your progress, ensuring that no work is lost in the event of an unexpected app interruption.
Cost Savings: Experience cost savings on the customer side with Mobile State Recovery. By saving hours of valuable time, this feature translates into tangible savings for businesses and individuals alike.
Data Security & Integrity: In the event the app closes unexpectedly, Mobile State Recovery automatically retrieves form answers, saving valuable time and effort.
How to Setup
No steps required! Just sit back and enjoy the enhanced benefits of this feature!
Note: The team is working on evaluating if the following features are included in the Mobile State Recovery process -
- Restoring photo answers in a linked section
- Restoring Linked Section Cards
- Restoring answers that have default values
- Restoring Lookup questions
Feature Enhancements
Youreka Maps
The Youreka team has spent time reviewing feedback that was received during the beta period. There have been additional capabilities added plus some improvements to continue supporting our Map users. In addition to the updates, the Map’s License will be required to utilize this feature with the Turbine 1 Release.
Additional Capabilities Added:
- Ability to show forms in the Map
- Custom Pin Coloring (currently not working, will be fixed in Turbine 2)
- Migrate the Map Settings to Mobile Admin
- Toggle to turn Layers On/Off
- Various UI Improvements
For more detailed information regarding the new capabilities and setting up the various enhancements,, visit this knowledge article.
Youreka Fuse
Youreka Fuse has been a huge game changer for our Salesforce Field Service Users since the release of it in Solar 1. Users have the ability to utilize Youreka and it's form capabilities within the Salesforce Field Service application (SFS Mobile). The Turbine Release a range of improvements aimed at providing continued support for our SFS Mobile and Youreka users!
Improvements Made:
- Resolved an error that occurred when submitting a form with a Linked section without adding Photo.
- Fixed an issue where the Quick Save, Save and Close, and Submit buttons were hidden by the header.
- Fixed a form save error that would occur when a form contained a Linked Section.
- Resolved an issue where none of the save buttons were working after utilizing guided validation.
- Resolved an error where a selected radio button would get removed after selecting another option.
- Fixed an issue where the photo name determined in complete forms was not getting saved to Salesforce.
- Resolved an issue with the guided validation only validating the first required question.
- Fixed an issue where Field Link Date and Date-Time questions would send a bad request upon submitting the form.
- Fixed an issue where dependent picklists were not working.
- Fixed an issue where an error would appear after naming a photo in complete forms.
- Resolved an issue where the first form open and the latest form open times were not getting saved to the Form Properties in Salesforce.
- Resolved an issue where a child question was no longer present in a form after re-opening the form after submission.
- Fixed an issue where the user had to re-open a form a few times before it loaded properly.
- Fixed an error where date and date/time question data was not being saved after a form submission.
- Fixed an issue where the next and previous buttons were not working in guided validation.
Please note that users can only view EXISTING forms in Youreka Fuse.
For more information regarding Youreka in Salesforce Field Service Mobile and supported features, visit this knowledge article.
Table Sections
There is a new feature included in Turbine where Template Builders can build a table with various column sizes. Please visit the Table Section Article for more information.
Improvements/Bug Fixes:
- Fixed a bug in Template Builder where changing a Date/Time question to a different question type would not allow user to save the question
- Resolved an issue where users would not get an error when clicking a check-in with no location info
- Resolved an issue causing user to get an offline mode warning when not in offline mode
- Fixed to a bug where PDF files were unable to be generated on iOS
- Fixed an issue where discoveries were not created when forms were both created and submitted offline
- Provided an improvement to allow for custom labels for guided validation on missing linked sections
- Resolved an issue where the syncing loading spinner was being dismissed too early by an error
- Increased E-signature size for larger devices
- Prevented an issue where photos were not syncing from mobile offline
- Made an improvement to allow Android users to attach photos from the device’s file system (Please see known issues)
- Resolved an issue where users were taken to the Check-In page after clicking the distance icon with no location data
- Fixed an issue causing users to get an ‘Undefined” error when logging in
- Resolved an issue causing conditionally visible sections and questions to be incorrectly hidden
- Improved error handling around form visibility errors
- During form template import, skip values for Id fields since they won’t exist when importing into another org
- Fixed a "Could Not Download Offline Data" error that occurred when Prepping for Offline
Known Issues in Youreka Mobile
- There is an issue with attaching photos from the Android file system. Currently, only 1 photo can be attached to the form at a time. A fix for this issue is planned.
- An issue occurs when leaving a device idle long enough for the session to expire (per org setting) and then immediately logging out. The user will get an error message and not be able to log out. The workaround for this issue is to close and re-open the app.
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
- Question Object
- Type: Sketch Pad
- Icon List
- Section Object
- Custom Column Sizing
New Metadata
- Document Galleries
- Youreka Sketch Pad Gallery
- Youreka Sketch Pad Icon Gallery
- Youreka Public Settings
- Save Answers as JPG
- Mobile Settings
- Maps Color Field
- Enable Maps
Version Info
- Version 3.400
- New Mobile Version 4.1.0
- Release Date June 26, 2024
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