This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 24 MAY 2023 | Intelligent Advisor | Updated Version of Intelligent Advisor Flow Component in Visual Builder | Updated document. Delivered new feature in update 23B. |
| 24 MAY 2023 | Intelligent Advisor | Starter Project for Visual Builder Mobile Application that Loads and Saves Mobile Assessments | Updated document. Delivered new feature in update 23B. |
| 20 APR 2023 | Created initial document. |
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Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
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Multiple Document Support for Flow Projects (Monthly Update 2) |
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Updated Version of Intelligent Advisor Flow Component in Visual Builder |
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Starter Project for Visual Builder Mobile Application That Loads and Saves Mobile Assessments |
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Multiple Document Support for Flow Projects (Monthly Update 2)
Flow projects now support the creation of multiple rule documents.
This improves the authoring and navigation of flow rules in Intelligent Advisor Hub, particularly for projects with complex rules.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
There is a new Project tab that displays an overview of the flow project. It shows the flow, as well as the rule documents that make up the flow. There is a button for creating additional rule documents in the project.
Key Resources
Access Requirements
- Author or Manager
Updated Version of Intelligent Advisor Flow Component in Visual Builder
There has been a major version update (v2.1.0) to the Intelligent Advisor Flow component in Visual Builder. (The previous version was 1.2.0.)
The release contains several critical enhancements to support the initial Intelligent Advisor mobile application template release:
-
A new Flow Session Manager component is included to better manage flow session and flow deployment for offline use, without user interface rendering.
-
The Flow component and Flow Session Manager component can now start new flow sessions completely offline with a compiled flow model cached locally in advance.
- The Flow component now:
- supports synchronous inter-page data actions.
- supports a Boolean flow item custom property stage to further divide the rendering into stages and prevent the user from going back to previous stages.
- supports a final confirmation page group and displays a submit button on the last page preceding the group.
- supports fallback control rendering based on a control's data type and input style.
- provides an option to forcedly use the locally cached flow version instead of the latest one deployed in the Hub.
- simplifies the display of the in-component navigation tree.
- only accepts the JWT retrieved from the /flow/start web determinations endpoint as the token property.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
For a full list of changes in the Flow component, see the Changelog in the Intelligent Advisor Flow component documentation (accessed by clicking the component in the Components tab in Visual Builder).
Key Resources
Access Requirements
- Visual Builder application developers
Starter Project for Visual Builder Mobile Application That Loads and Saves Mobile Assessments
A mobile application template is now provided in Visual Builder to support building a mobile application that uses an Intelligent Advisor flow. The template is pre-configured to use the Intelligent Advisor Flow component and Intelligent Advisor Flow Session Manager component.
This allows customers to quickly get started building guided experiences for field agents and inspectors that work even on disconnected devices.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
The template contains the core logic to:
- start or resume an assessment flow
- synchronize the assessment metadata from and to the B2C Service custom object
- create and delete assessments directly in the application
- manage the local cache of Intelligent Advisor flow projects
- handle the data action event raised from the assessment flow
- support offline assessments run based on cached flow projects and pre-loaded external data
Key Resources
- Using the Intelligent Advisor mobile application template in Visual Builder
- Build a mobile application using Intelligent Advisor
Access Requirements
- Visual Builder mobile application developers