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6.4 Changelog

Release notes for Cerb 6.4

Cerb (6.4) is a major functionality update released on June 7, 2013. It contains over 118 new features and usability tweaks from community feedback.

See: http://wiki.cerbweb.com/6.4

  • [Dashboards/Widgets/Usability] Dashboard widgets now display a single icon in the top right with a dropdown menu. This provides a place to add more options. Previously, every option was an icon, which limited the amount of space available to display the widget title. The new menu will be used to provide options like duplicating widgets or exporting their data.

  • [Dashboards/Widgets/Gauges] Gauge widgets can now 'Export Data' to JSON or CSV.

  • [Dashboards/Widgets/Counters] Counter widgets can now 'Export Data' to JSON or CSV.

  • [Dashboards/Widgets/Charts] Chart widgets can now 'Export Data' to JSON or CSV.

  • [Dashboards/Widgets/Subtotals] Subtotal widgets can now 'Export Data' to JSON or CSV.

  • [Dashboards/Widgets/Scatterplots] Scatterplot widgets can now 'Export Data' to JSON or CSV.

  • [Dashboards/Widgets/Pie Chart] Pie chart widgets can now 'Export Data' to JSON or CSV.

  • [Web-API/Usability] When using the 'expand' option in the Web-API, the extra records no longer contain extraneous fields like 'global timestamp' and the currently active worker.

  • [Web-API/Authentication] Refactored the Web-API so that any code that checks for the 'active worker' may be used in API calls. The Web-API doesn't require sessions or cookies. Previously, the API implemented its own authentication, and the use of code that checked for a worker session would fail.

  • [Workspaces/Plugins/Contexts] Implemented a context for Workspace Pages.

  • [Workspaces/Plugins/Contexts] Implemented a context for Workspace Tabs.

  • [Workspaces/Plugins/Contexts] Implemented a context for Workspace Widgets.

  • [Platform/Devblocks/Plugins] Implemented DevblocksPlatform::intClamp($n, $min, $max) for conveniently constraining a numeric value within a given range.

  • [Platform/Devblocks/Plugins] Implemented DevblocksPlatform::strFormatJson($json) to format JSON in a human-friendly output. Nested properties are indented, and one key/value pair or array element is displayed per line.

  • [Workspaces/Code Cleanup] Fixed an issue where worklist and subtotal widgets created an extra workerviewmodel record in the database during rendering. There should be one entry per worklist-based series.

  • [Workspaces/Widgets/Code Cleanup] Improved the way that widgets store worklist datasource information. Previously, Cerb stored a C4_AbstractViewModel object for each worklist datasource, serialized in PHP format, and base64 encoded in the widget properties. This was bloated and not very human friendly. It included a lot of information that could be reconstructed from worklist contexts. Worklist information is now stored by widgets in an easily readable JSON format, without any extraneous data, encoding, or serialization. At the same time, uniquely identifying information (like worklist IDs) are no longer used in widget properties, which paves the way for many new and highly anticipated features, like the ability to copy or share any widget. The format of existing widgets will be automatically converted during the upgrade process.

  • [Workspaces/Widgets/Code Cleanup/Performance] Removed some unnecessary code that ran when configuring several workspace widgets: counters, gauges, subtotals, worklists. Several of these were derived from the original charting widget, and they emulated pulling a list of fields through Ajax every time the context (record type) of the worklist was changed in config. That information isn't used by any of these widgets, and its retrieval created a few needless calls to Cerb and the database.

  • [Workspaces/Widget/Export] All workspace widgets now support the ability to export their configuration to a plaintext format (JSON). This option may be accessed by clicking the configuration menu in the top right of the widget, and selecting 'Export Widget'. Using this feature, widgets may be saved and transferred electronically; providing the beginnings of a community exchange for useful widgets.

  • [Workspaces/Calendars] Migrated calendar workspace tabs to the new worklist datasource format.

  • [Virtual Attendants/Worklists] Migrated Virtual Attendant 'Set List Variable' actions to the new worklist datasource format. This is a prerequisite for creating VA import/export functionality.

  • [Workspaces/Dashboard/Widgets/Import] Dashboard widgets may now be imported from the 'Add Widget' popup (using the same JSON format that they export to). The popup now has tabs for 'Build' and 'Import'. This addresses several requests, including the ability to move and clone widgets, and to share widgets between workers or Cerb installations. This was the last missing piece blocking an official repository of widgets from being created.

  • [Workspaces/Dashboards/Widgets/Import] When importing dashboard widgets, the import file may now specify any number of fields that should prompt the current worker for additional information. The answers to these prompts can customize the widget before it is imported, rather than needing to instruct workers to make edits later. This also handles the situation where data like workers or groups are different between Cerb installs. For example, a counter widget that reports on the number of overdue tasks owned by a specific worker can now prompt for which worker to use when being imported.

  • [Platform/Devblocks/Plugins] Implemented DevblocksPlatform::jsonGetPointerFromPath() for making arbitrary changes at any depth to a JSON object by using an XPath-like path. This is used by the Virtual Attendant and Dashboard Widget import functionality to allow guided customizations prior to import. This helper method can be reused anywhere that similar functionality is required.

  • [CHD-2530] [CHD-2688] [Virtual Attendants/Export] All Virtual Attendant behaviors now support the ability to export their decision trees to a plaintext format (JSON). This option may be accessed by clicking on the behavior and selecting 'Export Behavior' from the menu. Using this functionality, VA behaviors can now be duplicated, shared, or saved. The project can also maintain an official repository of useful VA behaviors that can be easily installed.

  • [Virtual Attendants/Import] Virtual Attendant behaviors may now be imported from the 'Create Behavior' popup (using the same JSON format that they export to). The popup now has tabs for 'Build' and 'Import'. This addresses several requests, including the ability to move and copy behaviors, and to share behaviors between groups, workers, or Cerb installations. For example, once setting up a complex auto-responder behavior for a group, it can be quickly copied to several other groups without having to tediously repeat the whole process of adding decisions, outcomes, and actions. This also makes it possible for the project to maintain an official repository of useful behaviors that can be easily imported into any Cerb instance.

  • [Virtual Attendants/Import] When importing Virtual Attendant behavior, the import file may now specify any number of fields that should prompt the current worker for additional information. The answers to these prompts can customize the behavior before it is imported, rather than needing to instruct workers to make edits later. This also handles the situation where data like workers or groups are different between Cerb installs. For example, a custom behavior that assigns tickets to a particular worker can now prompt for which worker to use when the behavior is imported in a new environment.

  • [Debug/Virtual Attendants] The Virtual Attendant 'Export Behavior' option on the /debug page now uses the same JSON format as 'Export Behavior' does in the app. Previously, this used a special XML format which was only intended for human review but not importing. The new format allows imports by developers and QA to assist customers with troubleshooting. The advantage of using this option is that it exports all behaviors at once. It may also be used by administrators to review or make backups of all VA behaviors.

  • [Web-API/Workspaces] Implemented a 'GET /workspaces/pages/list.json' method to the RESTful Web-API. This retrieves a list of all workspace pages accessible by the current worker; owned by them, their groups, or roles. The 'expand' parameter includes additional information about each page's owner, tabs, widgets, or worklists. This is very useful for bringing workspace data into external interfaces (such as mobile apps).

  • [Web-API/Workspaces] Implemented a 'GET /workspaces/pages/123.json' method to the RESTful Web-API. This retrieves a specific page. The 'expand' parameter includes additional information about the page's owner, tabs, widgets, or worklists.

  • [Web-API/Workspaces] Implemented a 'GET /workspaces/tabs/123.json' method to the RESTful Web-API. This retrieves a specific worklist tab. The 'expand' parameter includes additional information about widgets, widget data, or worklists. The data for all widgets on the tab may be retrieved in a single request, which makes it very easy to empower remote scripts and apps with the ability to monitor and report on Cerb dashboards. For example, a dashboard tab could summarize information about a series of servers in a datacenter, and a remote script could check those metrics against thresholds, whether they're counters, gauges, charts, etc. This is useful, since Cerb dashboards are very informative but they don't get a worker's attention if they aren't proactively monitored.

  • [Web-API/Workspaces] Implemented a 'GET /workspaces/widgets/123.json' method to the RESTful Web-API. This retrieves information about a specific workspace widget, and always includes the widgets raw data. This has all the same advantages for remote monitoring and reporting as pulling a workspace tab.

  • [Web-API/Workspaces] Implemented a 'GET /workspaces/worklists/123.json' method to the RESTful Web-API. This retrieves information about a specific workspace worklist. The response provides search results with support for sorting and paging. By setting up the desired filters on the Cerb dashboard, a remote API consumer doesn't have to concern itself with filtering results. For example, a remote app could display the 'Available tickets' worklist from an existing workspace, which may use a dozen filters to highlight the appropriate tickets. This not only saves the API consumer a lot of work in listing that information, but it also means that remote apps don't need to update every time the filters on the underlying worklist change.

  • [CHD-2930] [CHD-3082] [Mail/POP3/Scheduler] A failing POP3/IMAP mailbox will no longer be auto-disabled after 5 consecutive failures. Instead, a delay of two minutes will be incurred for each consecutive failure up to a maximum delay of 30 minutes. This ensures that the mailbox will be retried within a reasonable amount of time. Previously, mailboxes could remain disabled over a weekend if no admins were available. Saving a mailbox in setup will reset the failure and delay counters.

  • [Setup/Mail/POP3/Usability] Failing POP3 mailboxes are now marked with an icon in "Setup->Mail->POP3 Accounts". A message is also displayed when editing a failing mailbox that reads "Error! This mailbox has failed to check mail for (n) consecutive attempts". This should help admins spot potential issues more easily.

  • [Setup/Mail/POP3/Aesthetics] Improved the process of deleting a mailbox from "Setup->Mail->POP3 Accounts". This is now more consistent with the rest of the app. Previously, you had to check a box at the bottom of the form to delete the mailbox. Nothing else in Cerb works like that.

  • [Plugin Library/Setup] The 'Download updates' button in the Plugin Library will now automatically download any updates for all installed plugins. Previously, it just updated the version information but an admin had to update each plugin by clicking a button in the list. If a '.git' development directory exists in a plugin then it won't be automatically updated (as this would interfere with development).

  • [Plugin Library/Upgrade/Platform] When upgrading from the /update page, Cerb will now attempt to download the latest version of all installed plugins from the Plugin Library. This should spare admins from having to manually update and re-enable all third-party plugins after an upgrade.

  • [Custom Fieldsets] Custom fieldsets allow groups of related custom fields to be added to records in order to classify them. Previously, adding a new custom field to a type of record (e.g. tasks, tickets) would always display that field on every record. This led to a lot of clutter when custom fields were only used by a single group, worker, or Virtual Attendant behavior; and when a custom field was only related to a subset of records of the same type. With fieldsets, you can optionally add multiple sets of custom fields to a specific record. For example, an asset record could have a 'Car' fieldset added to it, with fields that describe mileage, color, make, model, VIN, etc. Another asset record could have a 'Computer' fieldset, with fields for CPU speed, RAM, serial #, etc. Both of these records would be assets, but they would be classified separately. These fields would not be mixed between the two records. It is still possible to have global custom fields for all records of the same type, as before; it's just no longer the only option. Fieldsets can be owned by roles, groups, or workers. Existing group-based custom fields will be converted to group-owned fieldsets during the migration. Fieldsets are managed in the peek popup and can be added using the 'Add Fieldset' button which displays a menu of available fieldsets. A fieldset can also be deleted by clicking the red X button that is displayed when hovering over any of its fields.

  • [Groups/Custom Fields] The 'Custom Fields' tab on Group Setup now manages the custom fieldsets owned by the group, rather than individual global fields.

  • [Custom Fields/Usability/Contexts] Contexts (record types) can now provide a hint that they implement custom fields for their records. This allows Cerb to only show custom field options for records that support them. Previously, the 'Custom Fields' page in Setup displayed many record types that had no way to display or edit such fields.

  • [Profiles/Usability/Aesthetics] On the profile for every record type, the toolbar has been moved to the very top of the page. Since custom fieldsets are now displayed at the top of profiles, this helps the page flow better.

  • [Custom Fieldsets/Subtotals] Since custom fieldsets have increased the length of many custom field names, the title of the subtotals sidebar on worklists will now be wrapped when necessary.

  • [Custom Fieldsets/Bulk Update] Custom fieldsets and their fields may be set from the Bulk Update popup for any records that support them.

  • [Knowledgebase/Bulk Update/Custom Fields] Custom fields may now be set on knowledgebase articles using Bulk Update.

  • [Mail/Compose/Custom Fieldsets] Custom fieldsets may be set when composing mail. This solves a long-standing issue where desired custom fields couldn't easily be set when creating a ticket, and instead had to be set by subsequently editing the newly created record. Additionally, custom fields could only be set based on the group associated with the ticket. Now, all custom fieldsets are available when creating a ticket, irrespective of factors like the group. This also simplifies the compose popup by not displaying custom fields that aren't needed.

  • [Virtual Attendants/Custom Fieldsets] Virtual Attendants can now utilize custom fieldsets on conditions and actions.

  • [Mail/Reply/Custom Fields] When replying to a ticket, custom fields will no longer be displayed at the bottom of the form. The main problem with the previous approach is that it led to overwriting any custom field changes that took place on the same record while a long reply was being drafted. This is because the form set the value of all fields, rather than only setting a few specific fields. This functionality can be reintroduced later in a better way. For now, custom fields may be set from the peek popup using the edit button after replying to a ticket.

  • [Custom Fieldsets/Worklists/Subtotals] Subtotals and filters on worklists will now automatically adapt the available custom fields based on any active fieldset filters. For example, if there are 10 possible fieldsets for tickets, then you'll see a lot of custom fields for filtering or subtotaling a worklist. If the same worklist is filtered to a specific kind of fieldset, then only custom fields from that fieldset will be displayed when configuring the worklist. This helps progressively reduce clutter once the intentions of the worker are known to Cerb.

  • [Platform/Update] When using the /update page to update Cerb, the lockfile being written to the temp directory was prefixed with 'c4' (from Cerb4). This has been changed to 'cerb' instead.

  • [Choosers] The chooser popup is now given information about the record being displayed when it was opened, which allows it to customize itself appropriately. For example, a custom fieldset chooser should only show fieldsets for the given context (e.g. task, ticket). Other choosers can use this information to predict a worker's intentions and save them time.

  • [Workspaces/Dashboards] Fixed an issue on dashboards where worklist-based counters and gauges didn't load values from custom fields that weren't in the filters. For example, a counter intended to SUM the value of a custom field may have displayed '0' even though several values existed. The reason for this is very technical, but has to do with how worklists intelligently use the most efficient way to load values based on how they are needed. When filtering, a slower LEFT JOIN is needed. For just displaying a value, a quick subquery is used without any joins. Counters and gauges always need to join values for aggregate functions.

  • [Workspaces/Dashboards] Fixed an issue on worklist-based chart widgets where custom fields as axes may not display the proper values when they aren't used as filters on the underlying worklist. This had to do with how worklists interact with the database. The process is now more intuitive and custom fields can be selected without any other considerations.

  • [Workspaces/Dashboards] Fixed an issue where scatterplots didn't display any plots if the dataset only had a single sample.

  • [Platform] Removed the concept of ONDEMAND_MODE from the code, since this is handled better through a forked version of the project now.

  • [Workspaces/Dashboards/Worklists/Usability] Worklists that are used as widgets on dashboards now label each field they display. Previously, a worker had to constantly refer to the horizontal order of the headings to figure out the vertical values being displayed for each row. The new approach uses a little more space but improves usability dramatically.

  • [Platform/Plugin Development] The devblocks-dao.php script in /install/extras/sdk will now assist with creating the initial code and templates for contexts, profiles, and peeks. It also adds several useful virtual fields to the generated worklist: context links, watchers, and 'has fieldset'. Custom fields are enabled by default. The 'delete' option on peeks uses the two-step verification rather than the gaudy browser confirmation popup.

  • [Calendars] Calendars are now distinct records that may be owned by workers, groups, or roles. Previously, events were directly owned by a worker and were collectively referred to as a calendar, although no record existed, and each worker could only have a single calendar. Any number of calendars may now be created, and owners may be responsible for several. For example, a group can define its collective working hours (e.g. for SLAs) as a group-owned calendar. The upgrade will create a calendar for each worker and assign their existing events to it.

  • [Calendars/Events/Profiles] Fixed an issue where a calendar event profile page didn't refresh after the record was updated from the 'Edit' button.

  • [Calendars] Calendars now have datasource extensions which are responsible for retrieving events for a given date range. Previously, events always had to be manually created. Now they can come from worklists, or synchronize from other apps and services.

  • [Calendars/Platform/Plugins] Implemented DevblocksCalendarHelper::getCalendar($month, $year) which generates a calendar grid for use by multiple areas of functionality.

  • [Calendars/Worklists] Calendars that display worklist-based events now provide the ability to create and edit records of that type. For example, a calendar that displays tasks by due date can be used to schedule new tasks or reschedule existing ones. This time sequence workflow is much easier to accomplish visually rather than with a worklist.

  • [Devblocks/Platform/Code Cleanup] The timezone list returned by DevblocksPlatform::getDateService() is now provided by PHP's built-in timezoneidentifierslist() rather than from a hardcoded list.

  • [Calendars] A calendar may now have multiple datasources. For example, a task calendar can display open tasks as one datasource in green, and completed tasks as a second datasource in gray. These colored events would be displayed on the same calendar in order to communicate more information at the same time.

  • [Calendars] Calendars can toggle the ability of workers to create manual events in addition to those provided automatically by datasources. For example, on a calendar that displays task or invoice information, it is likely undesirable to allow manual events to be added to the calendar since all of the data is coming from worklists.

  • [Calendars] Calendars can toggle the ability to allow automated synchronization from other datasources. On a calendar of manual events, synchronization may be disabled to simplify the calendar's configuration. This will hide the external datasource options.

  • [Workspaces/Dashboards/Plugins] Dashboards now send a 'dashboard_heartbeat' event to all widgets every second. This can be used for timed behavior (clocks, etc) without having to implement timers for every widget. With timers for each widget, it is possible for two clocks on the same page to update at different intervals, which is visually distasteful and distracting.

  • [Dashboards/Countdown] A new countdown widget is available on dashboards. You can use these widgets as gentle reminders of upcoming events. For example, on a development dashboard you can display a countdown to the next milestone (an iteration or release). On a sales dashboard, you can display the time left in the current period (quarter, year).

  • [Dashboards/Clock] A new world clock widget is available on dashboards. The clocks support 12-hour or 24-hour display, and the closest timezone can be quickly selected from the list of major cities organized by continent and country. These widgets are particularly useful for coordinating with international team members or sales prospects.

  • [Calendars/Events] Calendar event worklists can display their parent calendar as a column, and filter or subtotal by calendar. This is particularly useful in calendar event choosers.

  • [Calendars/Workspaces] Existing calendar-based workspace tabs have been automatically converted to calendar records. These tabs now have access to all the functionality improvements related to calendars. An existing calendar may now be displayed on a workspace in a few clicks, and the same calendar may be displayed in multiple places and by multiple workers.

  • [Calendars/Workspaces] The events from calendars on workspace tabs are now clickable. Previously, clicking on one of these events did nothing, which made it difficult to do anything useful with the calendar other than looking at it. Each event will open its peek popup depending on its type (e.g. tasks, tickets, events).

  • [Calendars/Workspaces] Calendars displayed as workspace tabs may be edited directly from from the workspace by clicking on the gear icon. This removes the need to leave the workspace to modify the underlying calendar.

  • [Calendars/Worklists] Calendars that use worklist-based datasources can now set availability (free/busy) and end dates for the events they generate. This means that in some situations, a datasource (like assigned tasks) may increase or reduce availability.

  • [Calendars/Dashboards] Calendar widgets are now available on dashboards. These widgets offer a quick summary of a calendar without taking up much screen space. There’s a count of events occurring for each day, and the full list is displayed when hovering. You can also click each event to open its peek popup and modify it; and those changes will be immediately reflected on the calendar. This allows you to get more work done from your dashboard — rescheduling tasks, chasing overdue invoices, etc. You’ll also notice a small gear button at the top of the widget. If you have edit permission on the calendar, you can modify it directly from your dashboard as well.

  • [Calendars/Availability] Rather than displaying a fixed calendar as before, worker profiles now display an Availability Calendar which takes the events from an existing calendar and converts them into availability windows. This is what a Virtual Attendant sees when it’s scheduling a task or looking for an available worker. Each worker can elect one of their calendars to determine their availability, which then becomes visible on their profile. This approach is particularly helpful in situations where a worker’s schedule may change frequently between various shifts. A calendar for each shift can be created, and when the schedule changes it’s a single click to activate a new calendar. To temporarily remove their availability entirely (e.g. vacation, leave of absence, paternity, sabbatical, code marathon), a worker can simply break the link between their availability and an existing calendar. They don’t need to modify or delete any of the existing events, which makes it much easier to resume working later on.

  • [Calendars/Virtual Attendants] Virtual Attendants can set date-based behavior variables using calendars. This allows scheduling based on "work hours" to automatically skip nights, weekends, and holidays.

  • [Calendars/Custom Fields] Added custom fields to calendar event records.

  • [Calendars/Virtual Attendants] Virtual Attendants behaviors that use the 'Worker calendar' condition have been migrated to the new 'Worker availability' condition instead. This compares against each workers' preferred availability calendar.

  • [Calendars/Workers/Worklist] Converted the use of the 'worker calendar' worklist filter to the new 'worker availability' filter. Rather than checking a single calendar, this now checks workers' preferred availability calendar.

  • [Calendars/Events] When adding new records from a calendar event worklist, the current worker may choose to add the event to any of their writeable calendars.

  • [Calendars/Events] In a calendar event worklist, the calendar field now links directly to its profile.

  • [Calendars/Usability] Calendars that display worklist-based content now provide a way to create new records of those types. For example, a task-based calendar can be used to schedule new tasks, in addition to rearrange existing ones. This functionality is available in all the places where calendars are shown: calendar profiles, availability calendars, workspace tabs, and ashboard widgets.

  • [Virtual Attendants/Calendars] Virtual Attendants can now set any date-based fields, custom fields, or behavior variables using calendars.

  • [CHD-3356] [Virtual Attendants/Tasks] Fixed an issue where a date-based behavior variable couldn't be used to set the due date of the 'Create Task' action in Virtual Attendants. Text-based variables worked fine.

  • [Virtual Attendants/Simulator] The Virtual Attendant simulator will now properly set custom fields using placeholders on the 'Create Task' and 'Create Ticket' actions. These values were actually set properly in behaviors, they just didn't translate in the simulator.

  • [Calendars/Web-API] Implemented '/rest/calendars/123.json' in the Web API for retrieving calendar details. This can include a query parameter named 'expand' with the options 'weeks' (week and day data for drawing a calendar), 'events' (flat list of events during the calendar month), and 'weeks_events' (events grouped into days). Additionally, the arguments 'month' and 'year' may be provided to change the time period.

  • [Calendars/Web-API] Implemented '/rest/calendars/list.json' in the Web API for retrieving a list of all accessible calendars for the current worker.

  • [Calendars/Web-API] Implemented '/rest/calendars/search.json' in the Web API for searching calendars.

  • [Calendars/Events/Recurring] Recurring calendar events are now virtualized. Rather than generating thousands of event records, recurring events are generated on-the-fly for any given date range. This cleans up a lot of redundant clutter in the database, and it also means that you can advance a calendar 10 years ahead and still see your recurring events, where previously such events were limited to displaying through the end of the current year (plus one month). The scheduler job for calendar scheduling is no longer needed and has been removed. Existing recurring events have been converted to the new format.

  • [Calendars/Events/Recurring] The process of creating recurring events no longer relies on a rigid UI that forces a choice between daily, weekly, monthly, or yearly repetition. Recurring events may now be easily and quickly created using natural language, like "Weekdays", "Monday", "December 25", "15th", etc. Previously, it was not possible to set up recurring events like the US Holidays of Labor Day and Thanksgiving where they change every year. Now, recurring events can be created with patterns like "fourth Thursday in November" and "first Monday of every month".

  • [Calendars/Events/Recurring] Recurring calendar events may now specify a timezone to be used when scheduling by relative times (e.g. 02:00 to 20:00). Previously, the timezone of the current worker was always assumed, but this made it difficult to deal with times that were intentionally in another timezone. Now a recurring event can be scheduled in London time while working in Los Angeles time.

  • [Snippets/Worklists/Usability] Snippet worklists will no longer display the snippet preview for each row (no other record type did this, and it's available from peek). However, it will still be displayed on the snippet chooser where it remains useful.

  • [Workspaces/Worklists/Usability] Worklists now determine the width of their columns without regard for the length of column headers. This was becoming a problem when long field names (particularly from custom fieldsets) were forcing columns to be much wider than their contents, which stole width from other columns that needed it more. For example, a column heading of "Organization SLA Is Expired" likely only needs to display values that are Yes/No. Under the new behavior, this column would now be narrower than its heading, and the extra space would be given to other columns. This functionality is also useful if you want to display many columns, because columns without any values in them won't waste screen space by displaying their full heading.

  • [Virtual Attendants/UI/Worklists] Implemented a new Virtual Attendant event for '[UI] While displaying a worklist'. This allows behaviors that automate modifications to worklists in the browser using jQuery actions. These behaviors can target worklists by type (e.g. ticket, task) as well as unique identifier. This means modifications can be made to all worklists of a certain type anywhere in Cerb (widgets, workspaces, search, choosers), or such changes can be targeted to a specific instance of a worklist (e.g. just ticket choosers, or a single task worklist widget). These VA behaviors can be owned by Cerb, roles, or workers. A global behavior (e.g. role-owned) would be applied to displayed worklists for all workers. There are many use cases for this event: a date-based custom field can be colored red when overdue; a priority custom field can display colors for each level; relative dates (e.g. 2 hours) can be converted to absolute dates (e.g. June 3 2013 2pm); column headers can be relabeled; etc.

  • [Worklists/Virtual Attendants] When a Virtual Attendant modifies a worklist, a robot icon is now displayed next to the worklist's title. Clicking this icon will display a list of the behaviors that were executed against the list (e.g. color rows by priority; color overdue due dates red; display dates as date+time).

  • [Dates/Calendars/Usability] Implemented smart date input fields. Previously, you could only enter relative ("+2 hours") or absolute ("Jan 9 2020") dates into these fields. Now it's possible to schedule a relative date in 'working hours' using any calendar (for example, following an SLA schedule). This works whether you're scheduling a task due date, a ticket reopen, any custom field, or anything else. You can press ENTER in a date field to have any date text automatically converted into your current timezone. This allows workers to verify the final date before saving the record (where before, the relative date text was sent blindly to the server).

  • [Dates/Calendars/Usability] As an additional convenience on smart date input fields, you can also convert dates and times from other timezones into your current timezone. For example, if you're in Los Angeles and you need to schedule a due date for 2pm tomorrow in London time, you can type "tomorrow 2pm Europe/London" into the date field and press ENTER. As a shortcut, you can also type "tomorrow 2pm Lon" and autocomplete the rest.

  • [Tasks/Profile/Usability] The task profile page now makes it more obvious at a glance that a task is completed. In the properties, the status field will be colored green with a checkmark icon.

  • [Orgs/Worklist] Fixed an issue where deleting an organization could result in a blank worklist.

  • [CHD-3344] [Mail/Setup/Reply-To] When adding a new 'Reply-To' address, a 'delete' button will no longer be displayed. The option to delete should only be available when editing.

  • [CHD-3311] [Virtual Attendants/Schedule Behavior] Virtual Attendants may now schedule the date for another behavior based on placeholders.

  • [CHD-3353] [Virtual Attendants/Mail] Fixed the 'sender is worker' condition on 'New message on a group conversation' Virtual Attendant events when the ticket is created by a sender that is also a worker.

  • [CHD-3338] [Virtual Attendants/Mail] Fixed an issue in Virtual Attendants where the setting of the 'Set Organization' action on the 'New message on a group conversation' was blank after re-editing.

  • [CHD-3336] [Mail/Subtotals] Ticket worklists may now be subtotaled by the 'Last Action' field. The possible actions are New Ticket, Worker Replied, or Recipient Replied.

  • [CHD-3335] [Tickets/Bulk/Usability] Using 'Bulk Update' on a ticket worklist will set the value of the 'Updated' field to the current time. This was requested as a way to identify tickets after the fact that were changed in the same batch.

  • [CHD-3332] [Mail/Pile Sorter/Merge] When pile sorting a ticket worklist, the 'merge' action is now available for sub-piles. Previously if you pile sorted by sender, you could merge by domain but not by individual senders.

  • [Calendars/Watchers] When a worker adds a new event or recurring event to a calendar, a notification will be sent to any watchers of that calendar. This makes it really easy for a worker to notice when someone adds an event to their calendar for them.

  • [Mail/Reply/Keyboard] When replying to a ticket, the Ctrl+Shift+Enter keyboard shortcut will instantly send the message.

  • [Mail/Reply/Keyboard] When replying to a ticket, three new shortcuts will automatically set the status of the ticket. Ctrl+Shift+O (open), Ctrl+Shift+W (waiting), Ctrl+Shift+C (closed). This saves extra mouse clicks, or the use of TAB to navigate down the page.

  • [Mail/Reply/Dates/Keyboard] When replying to a message and entering a 'wait until' date, the Ctrl+Shift+Enter shortcut will convert the date and then send the message in a single keystroke.

  • [Workspaces/Export] Workspace pages and tabs support the ability to export their configuration to a plaintext format (JSON). This option may be accessed from the page menu (gear icon) in the top right.

  • [Workspaces/Import] Workspace pages and tabs may be imported (in the same JSON format they export to). This provides a simple way to clone or share useful workspace configurations, either within a Cerb environment or externally. Pages can be imported from the create page popup; tabs can be imported on a specific workspace page from its '+' tab.

  • [Workspaces/Usability] Workspace pages now display a configuration menu in the top right instead of a toolbar. This provides space for more options without adding visual clutter. The tab-related options (e.g. Edit Tab) are now hidden when the currently selected tab doesn't support those options (e.g. the built-in '+' tab).

6.4.1

  • [CHD-3370] [Custom Fieldsets/Code Cleanup] Deleting custom fieldsets is not possible.

  • [CHD-3369] [Custom Fieldsets/Code Cleanup] Fixed an issue where custom fieldsets didn't link when applied to newly created tasks. The fields were set properly, but the fieldset itself didn't show up on peek or profile.

  • [Platform/Automation] Updated the SQL automation scripts for 6.4 in the install/extras/automation/ directory. These allow the creation of a default database without having to run the installer.

  • [Mail/Attachments] When displaying an HTML attachment in the browser, the UTF-8 character set will now be used. Many browsers were defaulting to Latin-1, which was showing corrupt characters for multibyte languages (like Chinese).

  • [Workspaces/Wizard] Fixed an issue in the 'Help me create a page' wizard that was creating unusable workspaces.

  • [CHD-3374] [Calendars/Usability] Reimplemented the floating calendar helper for picking dates in all date-based input fields (e.g. task due, ticket waiting until, custom fields).

  • [Worklists/Aesthetics] The CSS styles for worklist hovering and selecting are now marked !important so they always override any other colorization. This is helpful when making VA behaviors that add new styles to worklists based on priority, etc.

  • [CHD-3380] [Knowledgebase] Fixed an issue with knowledgebase navigation in workspace tabs.

  • [Gravatar] If a message is from a worker then their gravatar is used rather than the reply-to address.

  • [CHD-3381] [Mail/Reply/Custom Fields] Custom fields and fieldsets can now be set again while replying to tickets. Previously, this functionality set values for all custom fields regardless of whether or not they changed. This caused problems because workers that were changing the custom fields on a ticket during the course of a long reply would have their changes overwritten when the reply was sent. Now the worker sending a reply may choose which custom fields to set, and the values for everything else will remain unchanged.

  • [CHD-3383] [Mail/Reply/Usability] When replying to a ticket, the "Would you like to move this conversation?" question now shows the current group and bucket in the default answer. For example: "No, leave it in the inbox of Support". Previously, workers had to open the picklist and scroll around to find where the conversation was currently located before they could decide if they wanted to move it -- this wasted the time spent moving a conversation only to find out that it's already at the destination.

  • [Dates/Usability] Fixed a few rounding errors in relative dates displayed throughout the UI. For example, a relative time of '59 minutes 31 seconds' was being rounded up to '60 minutes', when it should display either '59 minutes' or '1 hour'.

  • [CHD-3384] [Calendars/Recurring] Recurring calendar events may now specify a starting date to complement the ending date.


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