Thursday, December 22, 2016

#542 PCS 16.4.5 New Features incl. Quickstart Masters, Automated Archive & Purge, REST connectors...

Lots of great new features, just in time for the Holiday Season.
Thanks to my colleague Kathryn L.

I will be adding to this post over time, so, currently, it is not an exhaustive list.

1. Ability to see Conversations in Tracking

Note: the second icon on the right, under the docs icon.

2. Quickstart Master new functionality

For those of you who have yet to meet a Quickstart Master - here's a quick intro.

I take an existing process and convert it to a Quickstart Master.

Now I can configure the master -

Let's look at Properties -

Now to Personalize - What can master users configure within this process -

As you can see, Personalization allows one to define exactly what can be changed in a PCS app based on this master.

Let's tie this down to allowing users just to configure the Notification activity.

In fact, let's only let them change the body of the email -

Now to Promote -

Now, I create a new PCS app based on this master -

Configure -

I see what I can change -

I change it -

Test -

Now I can test -

I enter a large order and then REJECT it -

I get the Rejection email -

3. Automated Archive & Purge

4. Enhanced UI Embedding Features

Read all about this here

5. Enhanced Web Forms Features

5.1. Execute REST calls on demand - here is a simple example -

When I click on Get Quote, the google finance REST api is called.

To begin with, I need to create a REST connector.

I click on Create a REST Connector.
I set the base url and now add resources.

Set the response to the JSON returned by the REST call to Google -

Now, let use it in the form -

I set  its value via an Action.

Great stuff!

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