New Features
In-Form Scores
Guide end users through simple questions that calculate complex scores then use them to drive next steps in the form or procedure with or without an internet connection.
- Template Builder users will be able to add picklist and radio button questions to Custom Number Formulas in Template Builder and set numeric values for each list value that can then be used in as a row in the Custom Formula.
- For additional details please visit our Knowledge base Article.
Pindrop for Geolocation Question Type
Easily record the current geolocation of your device with the tap of a button to enhance location tracking of assets, issues, or risks.
- Add support for a Geolocation Question Type that will let a user capture their current geolocation and populate the answer with their location.
- The questions can be field linked to custom geolocation fields using the decimal format.
- For additional details please visit our Knowledge base Article.
Smart Guided Lookups
End users can find the right product from a price book, SKU from an inventory list, or medication from a med list, etc by locating a specific record from a long or complex list by providing incremental details of the desired record.
- Spending too much time searching long or complex lists?
- Simply provide a portion of detail from the desired record and search
- Examples include (and not limited to)
- product from a price book,
- SKU from an inventory list,
- medication from a medical list,
- and more
- For additional details please visit our Knowledge base Article.
- Examples include (and not limited to)
Inbound Deeplinks with Answer Values
Inbound deeplinks can now pre-populate form’s answers in Youreka mobile. You will be able to define a mapping on each template to indicate which link parameter values will populate which question’s answers on the form. The mobile user will be able to click a deeplink to Youreka that will then populate the answers on the new or existing form. For additional details please visit our Knowledge base Article.
Outbound Deeplink Updates
Need to pass data between apps offline?
We’ve got you covered with updated behind-the-scenes code so your mobile apps stay in sync online or offline. For additional details please visit our Knowledge base Article.
Save E-Signatures as Images
Saving e-signatures just got easier by adding the option to save one as a JPEG image. For additional details please visit our Knowledge base Article.
Minor New Features and Fixes
Discoveries
- Corrections have been made to accurately calculate max visible score in specific scenarios.
Template Builder
- Choosing to hide the intro text should now correctly permanently dismiss it.
New Form
- A specific error that occurred while creating new forms “duplicate ID in list” has been addressed.
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.
Question Object
- New field Custom_Formula_Metadata__c
- New field Smart_Lookup_Enabled__c
- New field Smart_Lookup_Fieldset__c
Form Template Object
- New field Inbound_Deeplink_Parameters__c
Answer Object
- New field E_Sig_Image_Id__c
- New field E_Sig_Image_Link__c
- New field Geolocation_Answer__c
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