Product Updates

• Resolved a Sidekick v2 issue where Snapshot was not loading previously created Arena Quality Process records
  • This was caused by v2 being on a newer backend database, which did not contain the appropriate reference to the Quality Process created in the previous version
• Enabled Arena: Update Quality Process to be background runable

• FlowEQ Sidekick was updated to v2 for most customers
  • There are some small user interface changes, but we expect performance improvements to be the biggest change in this new version. Sidekick should load faster, and there should be improvements to loading individual steps in Sidekick as well
• After the v2 rollout, we hotfixed an issues where the Arena: Update Quality Process step did not recognize that a Quality Process had already been created
  • This was caused by v2 being on a newer backend database, which did not contain the appropriate reference to the Quality Process created in the previous version

• Made it more clear in Sidekick that the search bar can be typed in
• Added alphanumeric sorting to the list of Flows in the Sidekick search bar

• Zendesk: Update Ticket Fields
  • In Flow Builder and in Sidekick, the “Assignee” field is now a search field
  • Previously, if you had more than 100 agents, the field would not properly render all agents due to a pagination issue
• Updated the Arena Integration Lab configuration page
  • There is now an option to test the connection to Arena, which will check if your credentials are able to connect to Arena

• Arena: Update Quality Process
  • Added the ability to update the Quality Process summary in Arena

• Added a new WooCommerce: Search Order step that allows you to search for an order in WooCommerce based on the customer’s email address, and pull in details about the customer and their most recent order into FlowEQ for use in later steps
  • See more in the WooCommerce Search Order Documentation

• Resolved an issue where changing a Flow’s title, description, favorite status, or other settings in Flow Manager would not reflect without a page refresh

• Salesforce: Update Record
  • Resolved an issue where multipicklist fields could not be updated via the step

• Salesforce: Update Record
  • Resolved an issue where date fields configured to use variables were not rendering properly in Sidekick
• Added a new “Create Workboard Record” API endpoint

• 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