Product Updates

• When Sidekick is loaded in Zendesk, there should be significant loading time improvements
  • This will help with the initial load, as well as loading individual steps
  • The change cuts down on unnecessary API calls to Zendesk, which saves time and will cut down on total API usage when using FlowEQ with Zendesk
  • More changes to come!

• Arena: Create Quality Process and Arena: Update Quality Process
  • For multi-select dropdowns in Arena, we will separate values using a semicolon (;) or a comma (,)
  • In cases where you you have values that contain BOTH of those characters, you can now put each value on a new line
    • When separating values by new lines, we will no longer separate by semicolon or commas

• Jira: Create Issue and Zendesk: Link A Jira Issue
  • When using these steps to link a Zendesk Ticket to a Jira Issue, we will not use the Zendesk Company Level User to link the issue
  • See more info on the Zendesk Company Level Account Documentation
• When a user was marked as inactive, they could login to FlowEQ but was unable to see Flows, run Flows, or make chanegs in the FlowEQ platform
  • Resolved this issue so that inactive users cannot login to FlowEQ at all

• On the Manage Company -> Team page, the “Select All” checkbox will now only select users in the current filter
• When downloading CSV files for events, step mappings, etc., we will not send an email with the CSV instead of downloading it directly
  • There are additional areas where are still adding this functionality

• Salesforce: Send Email
  • Resolved an issue where the email subject would be blank if there was a [ in the subject line

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New Steps

• Recurly: Create Line Item
  • See more in the Recurly Create Line Item Documentation

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Steps

• Basecamp: Create To-Do
  • Added pagination to the Project, To-Do List, Assignees, and Subscribers fields
  • Added support for multiple To-Do Sets (called Tools in the Basecamp UI)
  • Selecting a different Project, Tool, or To-Do List will now refresh the available options in the dependent fields
• Salesforce: Create New Chatter Feed Item
  • Added support for additional Salesforce Object types when creating a Chatter Feed Item
• Salesforce: Send Email
  • Fixed a formatting issue in Sidekick where extra lines were visible only in Sidekick when using lists
  • Resolved a problem where bulleted lists in Flow Builder were rendering as numbered lists in Sidekick and in the resulting email
  • Added better support for indenting lists in Flow Builder so that they render correctly in Sidekick and in the resulting email
• Zendesk: Add Ticket Comment
  • Resolved a problem where bulleted lists render as numbered lists in Sidekick and in the resulting ticket comment
  • Added better support for indenting lists in Flow Builder so that they render correctly in Sidekick and in the resulting ticket comment
• Zendesk: Update Ticket Fields
  • Added the ability to update Lookup Fields (User, Organization, or Ticket fields only) in Zendesk

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Flow Manager

• Resolved an issue where if a user was assigned to a group, they would only see Flows assigned to that group
• Added a banner in Flow Builder indicating you have a network connection issue
  • This banner will appear if you lose your internet connection while in Flow Builder
  • The banner will disappear once your connection is restored
  • NOTE: If you lose your connection while in Flow Builder, any unsaved changes will be lost if you do not reconnect before closing the browser tab
• When copying a Flow in Flow Manager, we will no longer create empty versions in the copy
  • Previously, the copy had all versions from the original Flow, but these versions were empty

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Sidekick

• Resolved an issue that caused a Stripe section to appear in the Snapshot, even when Stripe was not configured
• We will now highlight the searched text when searching for a Flow

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Steps

• Added a new Basecamp Create To-Do step

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Flow Manager

• Updated the Trashcan in the Flow Builder to be more user friendly
  • Group by the item type (Workboard, Step Templates, and Flows)
  • Sort the list by the date deleted, with the most recently deleted items at the top
• In Flow Manager, if you delete a Flow, delete the category, then try to restore a Flow, we will now move that Flow into a Restored category
  • This will prevent issues where a Flow is restored but the category it was in no longer exists
  • NOTE When a Flow is restored, it will not be visible in Sidekick until it has been moved into an active category

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Sidekick

• Resolved an issue in Sidekick that prevented suggested Flows from being displayed unless you ran a Flow first

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Steps

• Arena: Create Quality Process
  • Added functionality that will truncate a field down to 4000 characters before submitting to Arena
  • This behavior will occur in Sidekick and in background runs of Flows
  • NOTE: This is automatic and not configurable, as Arena only allows a maximum of 4000 characters for text fields
• Arena: Update Quality Process
  • Added functionality that will truncate a field down to 4000 characters before submitting to Arena
  • This behavior will occur in Sidekick
  • NOTE: This is automatic and not configurable, as Arena only allows a maximum of 4000 characters for text fields
• PDF: Create from Template
  • The Flow Builder can now opt to hide individual fields from Sidekick
• Zendesk: Update Ticket Fields
  • If a field is marked as “Inactive” in Zendesk, we will now indicate in the field name that it is inactive
  • When a field is inactive, we will disable the text box and display a message indicating that the field is inactive
  • Tags can now be added to tickets by selecting the Ticket Tags field
    • NOTE: At this time, tags can only be added to tickets. They cannot be removed. Please reach out to FlowEQ support if you’re interested in removing individual tags
• Additional Changes
  • Across many steps in Flow Builder, when selecting a field in a Step, you will no longer be able to choose the same Field twice
  • This change should reduce issues where a value was entered more than once, causing unexpected behaviors

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Flow Manager

• Manage Company
  • Added the abiltiy to select multiple team members and mark them as active or inactive
• Insights (Beta)
  • On the Flow Data Set, the Flow Category and the Median Time of Completion are now columns