New Features
Energy & Utilities Accelerator |
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NEW! Prebuilt Templates |
Jump start your Youreka experience with prebuilt templates - specific to Energy & Utilities users (Coming soon: more industry accelerators). Click here to learn more about the accelerator and to install it. |
Includes prebuilt templates like:
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Logic Forms |
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Gain easier form logic |
Take formulas to the next level with if-else logic including greater than/less than/equal to evaluations, for example add rounding like when the score is greater than 85 round up to 100. Please visit our Knowledge base article to learn more. |
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Comparative Logic |
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Expanded options |
Compare answers expands to text and email questions. Please visit our Knowledge base article to learn more. |
Provide your email address then confirm it or enter barcode numbers two times to ensure that they match. |
Radio Buttons for Field Link Pick Lists |
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Expanded options |
Radio button option statuses Please visit our Knowledge base article to learn more. |
Add field links to a status picklist field and display all the different statuses as radio button options |
Default Answers |
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Customized answer options |
Preconfigure your first question, ‘Is the location safe?’ to have a default answer of ‘yes’ – easys Please visit our Knowledge base article to learn more. |
Specify a default answer to a question when configuring a question in the template builder |
Mobile Photo Naming Option |
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Expanded options |
Auto-name photos with the question label |
Prompt end users to capture pictures of risks, the image will be named accordingly |
Multiple Linked Sections |
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Simplified use |
In the same template, add more than one linked section to the same object |
Engage users to add work order line items on page 1 and again on page 2 of the form |
Mobile App Custom Branding |
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Advantage / Benefit |
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Custom use |
Within Salesforce, make the Youreka mobile app your own and apply your company logo and colors to the mobile view Please visit our Knowledge base article to learn more. |
This is a limited free trial. It will be a future paid feature, please contact your CSM to learn more. |
Minor New Features and Fixes
Youreka Mobile
- On Android devices, when PIN/Biometrics is enabled for the Salesforce org, it will now utilize the device standard PIN/Biometrics to match the Youreka iOS version. It may also present the PIN screen while taking photos depending on how long it takes to capture the photo.
- A new error capture library is added to help isolate and recreate uncommon errors
- Setting inbound deeplink data now updates answers related to the same field link records
- On Android devices, having 2 e-signature fields in a specific configuration no longer results in having to enter the 2nd signature twice.
- On Android devices, multi-line error messages display without overlapping.
- Forms where Needs_Answers_Created__c are checked are not sent to mobile for bulk-form creation scenarios
- Tracking alerts for mobile app crashes are sent to the Youreka Team for faster troubleshooting and less app down time
- Improved speed for form creation using opt ins for classic answer creation
- Form loading speed increases with Complete Forms Load Workspace
- Faster form save timing
Improved handling of deeplinks when offline for iOS
- Support added for bypassing warning message in SFS on deeplinks to flows(not yet in beta release)
Complete Forms (Web/Mobile)
- Field link lookups no longer initially show the record Id instead of the related record name in very specific scenarios
- Comparative validation for dates between 12am and 1am has been fixed
Template Builder
- Now able to select allow new for cases regardless of business hours configuration
- Help links updated to point to new website domain
- Corrected an error message when attempting to delete a picklist that is part of a formula question
- Corrected a missing validation error when adding new rows to custom formulas
- Maximum Question Calculation: better calculations for warnings that the template may be getting too large
Reports/Dashboards
- The Mobile Monitor Dashboard provides the viewer with charts showing which users have the most mobile-available templates, forms, and answers in order to see where storage is being used.
- The Youreka Optimization Dashboard displays visualizations which will show the viewer where they can improve their usage of Youreka with form by form template breakdowns.
Mobile Admin
- Offline filters no longer allow the user to attempt to enter a filter longer than 255 characters.
Queueable Form Creation Job
- It now supports geolocation questions answer generation correctly.
Template Publishing
- Test classes are now created for all linked section object triggers even if there may be non-Youreka code that could cause an error.
Form Detail
- Navigate to behavior correctly displays the field link records as navigation options for non-admins.
- The display height for email questions now matches other question types.
- Photo Gallery
- All photos now display for customers where only a subset were previously for certain customers.
Template Validator
- Handling for inconsistent casing for object and field names has been improved.
- It now verifies that all standard list-style questions have at least 1 question value.
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_Treat_Blank_As_Zero__c
- New field Default_Value__c
- New field FL_Display_As__c
- New field Photo_Name_Type__c
Section Object
- New field Linked_Section_Expected_Count__c
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