Product Updates

• Zendesk: Update Ticket Fields
  • When using a lookup field, we will now render the label for the field in Sidekick and Flow Manager instead of showing the raw ID value
• Salesforce: Create New Chatter Feed Item
  • In Flow Builder, you can now add attachments to the Chatter Feed Item step
  • Optionally, you can choose to allow your agents to add attachments in Sidekick when they run the Flow

• On the Manage Company -> Team page, you can now select multiple users and modify their groups, or mark them as active/inactive in bulk

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Steps

• Arena: Create Quality Process and Arena: Update Quality Process
  • When first adding these steps to a Flow, we will now automatically mark required attributes as required in the step
• Arena: Update Quality Process
  • Added the ability to use variables in the Due Date field, such as setting the Due Date to be a certain number of days after the current date
  • You can now set the status of a step in the Quality Process to Open or Completed. Previously, steps could only be marked as Completed
• Schedule Flow on Delay
  • Added an option to re-run a partially or already completed Flow when scheduling a Flow

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Flow Manager

• Added the Ticket / Record ID to the Flow Step Comments in Flow Manager

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Additional Changes

• Any place where a date picker is used, we will now show the date in ISO format (YYYY-MM-DD) to avoid any confusion around date formats in different regions
• You can nonw paste dates in ISO format (YYYY-MM-DD) into any date picker field, and it will be accepted and properly parsed by FlowEQ

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Steps

• Arena: Create Quality Process
  • Added new functionality where the Flow Builder set the step to delete the partially created Quality Process if the step fails

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Flow Manager

• Added the Group Name to the Manage Company -> Team page in Flow Manager
• The Flow Step Comments modal in Flow Manager will not only render seven days of comments by default
  • There is a new “Filter Comments” icon that will allow picking a range of dates for comments
• Added Salesforce Voice Calls and Contacts to Flow Suggestion criteria

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Additional Changes

• Resolved an issue where the Insights app may have inaccurate group information
• Replaced the “User” column on the Insights app with “Name” and “Email” columns for better clarity

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Steps

• Airtable: Search Records
  • If specific characters are used in the Airtable field name, the step would not properly store variables for later use
• Arena: Create Quality Process
  • You can now set the Owner of the Quality Process to be the current user logged into FlowEQ
  • Added better handling for cases where a user has multiple sessions of FlowEQ open
• Arena: Update Quality Process
  • For each Quality Process step, you can now set the Assignee, Due Date, and mark the step as Completed
  • Added better handling for cases where a user has multiple sessions of FlowEQ open
• Shipstation: Create Order
  • Resolved an issue where, if no weight was specified for the item, the step would throw an error

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Flow Manager

• Resolved an issue where uploading an image in a Rich Text field (Decision Trees, Rich Text, etc.) would result in the image not actually uploading
• Resolved an issue where the undo shortcut on the keyboard would not undo recent text in any step with Rich Text
• Resolved an issue where all Flows were not visible when editing the Boomerang Selected Flow or Launch Selected Flow step types
• Resolved an issue where the Flow name would not appear when editing a Flow in Flow Builder
• Resolved an issue in Sidekick, if the Boomerang Selected Flow or Launch Selected Flow step was configured with a Flow that the user cannot see, Sidekick would crash

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Additional Changes

• Resolved an issue where users that signed up via Zendesk authentication were not assigned to default groups

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Steps

• Arena: Create Quality Process and Arena: Update Quality Process
  • Resolved an issue where attempting to attach a file from Salesforce resulted in an error

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Flow Manager

• Resolved an issue where the Zendesk Assignee information could not be used for Flow suggestion criteria
• Resolved an application crash when selecting a Flow that has not been published in the Launch New Flow step
• Updated the wording in Flow Builder to better indicate that if someone is not a member of a group, they can see all Flows by default

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Additional Changes

• Resolved an error that occurred when a user signs up using Zoho authentication
• When using criteria buckets, if you select a field that is a decimal type in Zendesk, you can now use number logical operators such as greater than and less than

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Steps

• 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
• 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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Flow Manager

• 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
• When exporting step comments, you can now choose the date range to export
• Added a new Salesforce variable <%= salesforce.CurrentUserId %>
  • This variable can be used in any step to reference the Salesforce User ID of the user whose credentials are being used in the Salesforce connection
  • This is useful for steps where you need to assign records to the current user, such as creating tasks or events

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Sidekick

• 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!

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Additional Changes

• 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

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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