What’s New in Dovetail Agent 14
Gary Sherman
January 3, 2017

We recently released Dovetail Agent version 14. Here’s a run-down of the highlights.

 

What's New in Agent 14

 

User-Configurable home page

Users can now set their home page to be any page within the app – such as a queue or a query.

For example, perhaps you’re a manager who doesn’t work cases. In this case, you may wish your home page to be My Workgroup’s Open Items or one of your custom queries.

By default, Home is the same as My Work.

agent

To set your home page, use the s+h keyboard shortcut while you’re on any page in the app. Or set it on the User Preferences page.

Clicking the Home icon (or using the g+h keyboard shortcut) will take you home.

Clicking the My Work icon (or using the g+w keyboard shortcut) will take you to My Work.

From the User Preferences page, you can also set or reset your home page:


preferences

 

Multiple Batch Actions

You can now perform multiple batch actions on a set of items without having to re-query or re-select the items.

For example, I can select a set of cases that are in a queue, accept them all, log a note to all of them, and then close them all – without having to re-query or re-select the set.

Previously, after you accepted the cases, the grid would automatically refresh, and those cases would disappear from the grid (since they’re no longer in the queue).

Now, there’s an “Automatic Grid Refresh” user preference that controls whether the grid is automatically refreshed or not after a batch action is performed.

When disabled, the console grid will not refresh automatically after an action. This allows for multiple actions before refreshing the grid. A Refresh Results button will appear in this situation, allowing you to quickly refresh the grid results when you’re ready to do so.

 

Email signature for replies and forwards

When performing a reply or forward for an email on a case or subcase, your email signature is automatically included in your reply.

LogEmail

 

Email addressing

When picking a person to send an email to, the picker previously only searched contacts. It now searches contacts and employees.

For example, here I’m sending an email. In the To text box, I type gary, and I can see it lists Employees and Contacts, and it shows whether that person is an Employee or a Contact:


picker

 

Log Notes form enhancements

  • Include the Notes Type drop-down
  • Make the Internal checkbox be more prominent


log-note

 

Expanded use of Canned Responses and Markdown

Canned responses and markdown are now available on the Create Case and Create Subcase pages.

This is useful as a template or checklist for gathering required information as part of the Create workflow.

create-case

Note: Canned response variables are NOT resolved on Create Case and Subcase, as there is not a saved case to use for variable substitution.

 

Toggle the Subcase Tab style

On the Subcase tab on the case page, users can toggle between a grid and a card style listing.

Cards:

subcase-cards

 

Grid:

subcase-grid

 

The user’s preference for this is automatically remembered.

 

Admin Tasks

The Admin menu item is no longer a menu, but a link that navigates to a new Admin page:


admin

 

Holidays

There is a new administrative UI for Holidays and Holiday Groups. Holidays can be created, edited, copied, and deleted.

holidays

 

Business Rule properties

There is a new administrative UI for Rule Properties, and rule properties can be created, edited, and deleted.

rule-properties

 

When creating/editing rule properties, a few new fields are available:

  • “For Canned Response” checkbox
  • “Description” field
  • “Is Function” checkbox, which indicates that this is a custom function-based rule property. I’ll have another blog post soon that dives into function-based rule properties in much more detail.

edit-rule-property

 

 

Rule property picker enhancements

  1. When using the rule property picker (for Canned Responses or Task Manager), the picker now includes the description.  This allows for more details to be presented to end users about what these properties actually are.
  2. When using the rule property picker for Canned Responses, only show those marked as “For Canned Response”. This simplifies the picker options, removing items that don’t make sense in this context, and those that shouldn’t be used within a canned response (such as objids).

 

canned-response

 

Business Calendars and Holidays

Business calendars now support holidays.

When picking a business calendar for a site, you can:

  • pick a holiday group (optional – a holiday group is not required)
  • set the effective date

site

 

The Calendar page shows the details of the work hours and the holidays:

calendar

 

Holidays and Rulemanager

Dovetail Rulemanager version 2.2 adds support for holidays in business calendars. This allows for excluding holidays when calculating business rule action times, SLAs, etc.

So you can create holidays, and set these holidays as part of your site calendars within Dovetail Agent.

Then Dovetail Rulemanager (v2.2 or higher) will honor those.

 

Download query results honors user’s individual settings

When downloading a set of query results (in either CSV or Excel format), the download now honors your individual settings for that query.

If you re-ordered columns in your query – the download will have this same order.

If you’ve hidden columns in your query – the download will not show those columns.

 

History Item Privileges

The visibility of individual items within case/subcase history can now be controlled based on user privileges.

For example, you may wish to hide the Business Rule Action items from normal users, and only show those to Administrators.

This is controlled using the history.config file.

Examples:

 

Query Facet Privileges

The addFacet element in filter configuration files now supports the requiresPrivilege attribute, allowing for limiting use of this facet to certain privileges.

For example, I could only allow my power users to query and filter cases based on activity log fields.

For more details on queries and facets, check out my post on Configurable and Customizable Queries in Dovetail Agent.

 

Summary

There’s a bunch of cool stuff in this release. Many of these items were enhancements submitted directly by customers.

There’s also a number of minor changes, assorted bug fixes, and some changes that are specific to developers.

For a complete list of enhancements and fixes, refer to the What’s New section in the Agent 14 documentation.

If you want to learn more, or want to see a demo of Agent in action – just drop me a line or give me a call – I’m always happy to show off our applications!

 

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