ShiftExpert Summer ’17 (Jun 2017)

We are pleased to announce the availability of ShiftExpert Summer ’17! Install Links Sandbox Production Base package Base package ShiftExpert Summer ’17 ShiftExpert Summer ’17 New Features 1) Required Resource Rule Shift must be scheduled to a resource which is in the required resources list on the shift. The required resources list is a new junction object named ‘Shift...

ShiftExpert Winter ’17 (Jan 2017)

We are pleased to announce the availability of ShiftExpert Winter ’17! Install Links Sandbox Production Base package Base package ShiftExpert Winter ’17 ShiftExpert Winter ’17 New Features 1) Automatic Shift Scheduling Allows the user to select time domain and locations (similar to ‘Bulk Action’ \ ‘Publish Shifts’ actions) and automatically schedule eit...

ShiftExpert Summer ’16 // Aug 2016

We are pleased to announce the availability of ShiftExpert Summer ’16! In this release we focused on system stability and improving ShiftExpert UX: 1) TLS 1.1 support. 2) Change Status, Publish, Unassign and Delete bulk actions are now done in batches. 3) New Gantt setting to disable  rule validation in the UI (to increase performance when loading many shifts to […]

ShiftExpert Winter ’16 // Jan 2016

We are pleased to announce the availability of ShiftExpert Winter ’16! In this release we focused on performance improvements to the logic engine and the UI and also invested in usability features in the following areas:   1) Enhanced time zone support for users in different time zones 2) Enabling bulk updates to a large […]

Create Approval Process for Employees to Acknowledge Shifts

Create Approval Process for Employees to Acknowledge Shifts Create an Acknowledge Field on Shift Object. Open ‘Setup’ and go to ‘Build’ -> ‘Create’ -> ‘Objects’ and click on ‘Shift’. Under ‘Custom Fields & Relationships’ click on ‘New’. Select ‘Checkbox’ and click ‘Next’. Enter a label (e.g. ‘Acknowledged’) and click ‘Next’. Select which profil...

Release Schedule- Winter ’16

  The Expert Apps follow a 3 release per year cycle every Spring, Summer & Winter. Once a new release is available, it is highly recommended to install it on your Sandbox org for user acceptance testing and learning about the new features. This also allows admins the opportunity to upgrade their systems during their […]

Winter 16′ Upgrade Guide

This document will guide you through the steps needed to upgrade your FieldExpert or ShiftExpert orgs to the new Winter 16′ version. The Expert Apps are a family of apps that share a common base. For that reason,  you will first need to upgrade your base package (ClickBase) and only then will you be able to […]

FieldExpert Winter ’16 – Highlights // Dec 2015

We are excited to release our 3rd version for FieldExpert – Winter ‘16 In this release, we took some of your great ideas into the product and expanded our scheduling capabilities into the realm of contractors and capacity based scheduling. Winter ’16 Highlights CONTRACTORS CAPACITY BASED SCHEDULING Dispatch work to your contractors in accordance with their […]

How to create a public holiday in the Expert Apps

The following is a guide on how to use the Team Absence feature to create a public holiday in the Expert Apps. (The screen shots are taken from the FieldExpert app, but the same steps applies for ShiftExpert as well) The ‘Team Absence’ feature that was part of our Summer ’15 release can be used […]

How to install a Free Trial of the Expert Apps

You can install the FieldExpert or ShiftExpert in a new Trial environment or in an existing Salesforce org where you have administrative permissions.   Installing in a new trial environment Go to the App page in the Appexchange: FieldExpert – https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000q5EZEAY ShiftExpert – https://appexchange.salesforce.com/listingDetail?listi...

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