Citizen Services 1.3.1 represents numerous high-value features that expand the abilities and boost the versatility from the platform. The discharge is all about helping customers dial in individuals specific, granular settings that talk for their unique business processes.
Among the features customers love about Citizen Services may be the “WYSIWYG” form editor. Even users without any technical skills can design and make forms their constituents use to submit service demands. Well, individuals forms have recently become smarter in 2 important ways!
- Conditional Logic to exhibitOrConceal fields
Conditional logic can be included to the shape to ensure that certain fields around the form is only going to appear if specific the weather is met. For instance, an application for reporting abandoned vehicles could have a field to point if the vehicle includes a license plate. When the user selects “yes”, a brand new field can be displayed in which the user can go into the license plate number, and on the other hand, that field will appear reduced when the user selects “no.”
This capacity creates a lot more functional forms by hiding irrelevant fields, and opens possibilities for formerly unsupported use cases.
In lots of situations, it’s helpful for drop-lower fields to become associated with one another. For instance, for an application requesting maintenance within an office, there might be a drop-lower list to pick which floor work is on and the other drop-lower to decide on the room number. A cascading drop-lower would permit you to configure the shape to ensure that just the relevant room figures are loaded within the second drop-lower when the floor is chosen within the first drop-lower.
Figure 2: Configure cascading dropdown lists.
Besides this being a helpful capacity generally, but particularly, it can make it simpler to configure Citizen Services to be used cases like building maintenance.
Individuals acquainted with Citizen Services know we offer an out-of-the-box dashboard with analytics produced from customers’ service request data, supplying a wealthy, interactive tool that instantly surfaces insights, along with the capability to export the information.
Customers are now able to export their service request data right into a CSV file and use it within their favorite spreadsheet or BI tool as frequently as they’d like. This gives a significant quantity of versatility in allowing people to easily run random reports on their own service request data.
Simply pick a time frame (along with other filters if preferred) and export the service request data right into a CSV file. Generally this is a really quick operation, however, if the quantity of records is large, or their network bandwidth is inadequate (resulting in the operation to consider too lengthy) they are able to decide to get an email having a connect to the exported CSV whenever it’s ready.
Figure 3: Export raw service request data using filters to narrow lower just the thing you need.
Figure 4: View status of information exports and download when complete.
Figure 5: Use the raw data in whatever tool you’re preferred with.
Within our previous release, we added the database form of the answer (just before that people only had the Dynamics 365 version). As mentioned within the last update, just the Dynamics 365 version incorporated integration with Dynamics 365 for Field Service. With this particular latest release, Dynamics 365 for Field Service integration can be obtained to any or all customers.
Say “hola!” to the new Spanish chatbot. In prior versions, our chatbot was just obtainable in British. Within this release, the chatbot has become available too in Spanish. More languages not far off!
Figure 6: Chatbot, has become obtainable in Spanish.