Version 10.3 Platform

See also: All Release Notes Release calendar

6 Dec 2014

One-click File Preview ***LIVE***

When clicked, word documents (.docx) files and PDF files that have been uploaded as attachments are displayed in a popup PDF viewer, so they can be seen without having to download them first. (This feature has been declared production-ready, and is no longer in the Beta-testing phase.)

Access to User Information in JavaScript

JavaScript code frequently needs information about the current user to make decisions and carry out operations. The JavaScript function getUserDetails() can be used to obtain that information.

Learn more: JavaScript Functions#Accessing User Information

Bulk Record APIs

Programmers who use the platform's REST APIs can add, update, and delete multiple records at a time, in the same way that they can retrieve multiple records using the REST record-search API.

Learn more: REST API:bulk record Resource

Developer Documentation Enhancements

• History object describes the fields in record-history entries.
• Standard Parameters describes the incoming parameters to a Java method.
• Java Code Samples#Class Template revised to do a better job of handling errors.
• Java Code Samples#Error Handling in Java Code explains the error-handling principles.
• Java Code Samples#Send Notification Messages to Followers revised, corrected, and extended
• Java API:Record Handling#getRecord improved to better explain composite-record get, with an example.
• Java Code Samples#Get the Name of an Object provides a useful utility method.
• Getting Started with the Java API - simple examples added to update a record and change owner.

1 Nov 2014

All Formula Types Supported in Process Decision Switch

Previously, only a formula that returned a string could be used successfully in a decision switch. Now, formulas that return a number, a date, or any other data type can be used.

Other Enhancements

• Bug Fixes
• Minor documentation improvements

4 Oct 2014

One-click File Preview ***BETA***

When clicked, word documents (.docx) files and PDF files that have been uploaded as attachments are displayed in a popup PDF viewer, so they can be seen without having to download them first. (This feature is in the Beta testing phase.)

Non-Editable Fields Grayed Out

When your permissions don't let you modify a field, and that field appears in a form, it is grayed out.

Manage Dashboards

The Views and Reports option can be used to access the dashboards defined in the application and make modifications to a dashboard's name, layout, and visibility.

Record Task Messages, Complete Tasks using Email

An email channel can be configured to process messages related to tasks, as well as cases. Messages related to the task are then stored in the task history. In addition, action commands can be used to complete an action-task, or approve/reject an approval-task.

Learn more: Email Channel#Email Handling

Task Completion Comments Copied to Related Record

When a task is completed (or approved, or rejected), whether by an email or in the UI, a note is added to the record the task relates to, along with any accompanying comments.

New in the Docs

• Java Code Samples#Set Case Status According to Related Tasks
  Determine the status of a case by examining all of its associated tasks.
• Java Code Samples#Send Notification Messages to Followers
• Customization FAQs#What is the "User ID" value when a Record is Assigned to a Team?

6 Sep 2014

"Leaving this Page" Warning

A warning appears when leaving a page without saving your changes, in circumstances that will cause your changes to be lost.
(The warning does not appear if the data will still be there when you return.)

Date Comparisons in a Process Decision Switch

When examining a date field in a Decision Switch, the complete set of date-range comparisons is available, including This Month, Previous Month, This Year, and other options that were previously available when Defining Conditions for a Rule.

Learn more: Date Comparisons

Simplified Structure for the REST Application Access API

Element attributes have been converted into the sub-elements in the data structure for the Application Access API. The simplified structure supports the JSON data format, as well as XML.

Learn more: REST API:applicationAccess Resource