Wrapping up 2019
Here is a list of all the new features we've added to our various products in 2019.
Apsona for Salesforce
- For percent and currency fields that have zero decimal places, we now support correct display, i.e., show no fraction part.
- Behavior change: percent fields with nonzero scale values (i.e., a nonzero value specified in # places after decimal) are now rendered with that many places after decimal, instead of the default 2.
- New lookup field dropdowns that sync with SF search fields. Some limitations: Only fields from looked-up-to object (not its parents), and at most 4 fields shown. Read more.
- Admins can now change the labels of the column headers in tabular and console view, via the column properties popup. Read more.
- The grid in the Table Info view (Settings - Table Info) now shows the API name of the object in the second column, instead of the plural label. Also removed the created date and modified date fields from the detail panel, since they are useless anyway.
- In the Apsona Items view (Settings - Apsona Items), the name of an item can now be edited.
- When running under the Lightning Experience, Apsona uses Salesforce fonts to make it look closer to Lightning.
- In the Table Info view, Salesforce formula fields are italicized, and hovering over them shows the formula. Exporting the fields includes a Formula column containing the formula used in the field.
- Both Users and Queues are now shown in the update-all popup for reassiging owners for Leads and Cases. Read more.
- in the configurations list, indicate current user's profile with an asterisk
- in the configurations list, if the current user's profile has no configuration, show a warning message
- The Compose Email popup (invoked via Tools - Compose Email for Contacts and Leads) now includes buttons to show/hide CC and reply-to
- Better data export popup from Tabular and Console Views - we now allow fields from looked-up-to objects. We also show the API name on each checkbox in the exporter popup. Read more.
- In the filter builder, we now allow "in filter" for the current object and for self-referential lookups in the current object. E.g., you can find Campaigns whose child Campaigns are in a certain filter.
- The filter builder in the console, tabular and calendar views can now be popped out into a modeless popup, making it easier to run multiple filters as needed.
- The second step of the import wizard (field matching) now includes a searchable field chooser dropdown, and the newer grid for a cleaner look.
- You can now set the batch size in the import wizard parameters area, in addition to using the Connection Settings popup.
- Checking "Allow invalid picklist values" still checks for RecordType values. This allows us to import invalid picklist values in data that needs valid record types.
- When importing Task records, we now show the WhoId and WhatId fields as candidates so that users can import directly into those fields. Read more.
- You can now manage your single-step reports with folders. Read more.
- The "New Report" button in the single-step reports list now lets you create a report directly from the that list instead of having to go to the object's reports.
- "Fiscal Year" and "Fiscal Quarter" options are now available in the report visualization panel.
- Update All actions can now be saved and reused. Read more.
- Mass update now includes the ability to download a csv with old and new values. Read more.
- Mass update uses searchable dropdowns for field selection, and has a newer tabbed UI
Dedupe and Match
- There is now a "group size filter" in the Group Selection tab, so that you can now show (for example) only groups with 3 or fewer records in them. Read more.
- Dedupe and CSV match now support number and currency fields for matching.
- In the dedupe grid, a checkbox is shown next to each row, and you can select the groups or records you want to merge. Read more.
- In the dedupe grid, a status indicator (grean or orange circle) is shown on each group caption, indicating whether the group is ready for merging. Read more.
- In the "Street address - relaxed" match, we now match a few more suffixes ("trail", "drive", "terrace") and we match and extract substrings that look like street addresses (e.g., "Vince Memorial Bldg., 1201 Main St." will match "1201 Main St").
- Fields selected in the "Additional fields" panel of the dedupe UI, and the additional fields in the Match CSV UI, can now be rearranged with drag-and-drop.
- Support for Person accounts - ignore the Name field in the Account object when merging duplicates.
- We now support deduplication of all objects (we used to only support Account, Contact and Lead).
- Lookup fields (e.g., Owner, Created By) are now available in the fields in the Group Selection tab.
- Allow for Owner, Created By and Last Modified By fields in master rules.
- "Master record score must be unique" checkbox in the Master Rules tab. Read more.
- In the dedupe window right above the dedupe grid, we now show the number of records examined. Read more.
- Dedupe now supports dates and picklists for the Group Selection fields.
- The Dedupe Custom Merge modal can now be horizontally resized.
- We now have additional functions: First word, First 5 letters, First 7 letters.
- Better support for Record Type fields.
- The user can now specify "Group by leftmost n columns" in the sublist's Sort/Group tab.
- We now support max, min and ave functions in the doc merge sublists and grouped lists.
- In the Document Generator popup's data source selector, we now show all objects and all reports instead of just the related ones. This way, users can build merge actions that extract the same data records for all generated documents, e.g., a list of recent leads or recent news articles.
- Behavior change: sublists without linkages will now show all the records returned by the data source, instead of none of them.
- In the merge action builder popup, the last step now shows info about sublists that don't have linkages, as a warning.
- Added the ability to clone a merge action from the Merge Actions detail panel. Read more.
- In the Lightning button merge popup, we now show an info icon that the user can click to see info about the specific merge action used by the button. If it's an admin running the merge, the info panel includes a link that navigates to the merge action within Apsona, so that they can examine it fully.
- Better support for images stored in Salesforce. Read more.
- The conditional templates panel now has a popout icon that can be used to pop out the panel to a larger area, for use when the action has lots of conditional templates.
- Upto 25 conditional templates allowed (used to be 15).
- Allow multi-ref fields (such as the Task's WhoId and WhatID fields, which can refer to multiple types of objects) as linkage targets from sublists.
- We now recognize a Permmission Set with API name Apsona_Allow_Merge_Action_Editing. If this permission set is assigned to a user, the user is allowed to edit merge actions even if she is a non-admin. Read more.
- Support for "Text before" and "Text after" for Word merge fields. Read more.
- Support for appending PDF attachment content from Lightning files.
- SFDC formula fields now allowed as source for "to" email in the merge-mail popup.
- In the email generator, you can now map the "to" address to a field that contains a comma-separated list of email addresses, and all of those addresses will now receive the email.
- Email templates now support rich text fields for merging.
- The Excel generator can now produce multiple Excel files in one run. Read more.
- The available "System Fields" list now includes the user's phone.
- In the merge actions list (Settings - Merge Actions), the detail panel includes links to the actual reports being used for the merge, instead of simply showing their record IDs.
- Behavior change: In a multi-step report, the output of union steps is now sorted in the natural order (left-to-right on the columns being combined).
- We now show the 'export' button in the Visualize tab for multi-step reports for view-only users.
- New UI for view-only page, with folders shown for multi-step reports.
- Now allow up to 10 combining rules (instead of 6) in the combining steps of MSRs.
- The multi-step tool now recognizes the permission set with API name Apsona_Allow_MSR_Full_Access and if a user has access to that permission set, she can edit and delete MSRs even if she is not the owner or an admin. Read more.
- we now support for linkages on email address and phone number fields
- Scheduled Doc/Email Generation
- Support for tracking the number of generated documents / reports. Read more.
- Reports delivered in CSV format now us CR-LF as separator instead of just LF, to be consistent with CSV standards.
- The scheduler screen now includes a Test Run button to test run a schedule.
Batch Gift Entry
- Support for the Account Soft Credit object. Read more.
- In the grid at the bottom of the data entry screen, cells in the Donor column are now clickable to open in a new window.