Improved Dates and more APIs

The latest update to CXM gives more options for case dates and email alerts, extra integration points and includes a few other changes

Case completion dates

When a case is transitioned into a final status, the case is now marked as ‘completed’ and the date and time is recorded in the case property ‘completed_at’. If you later move the case back into a normal or initial status, the completed flag is removed and the completed date is cleared.

Email alerts

dates rolesAlert lots of people, or just a few - you choose.

When setting up an email alert, you can now specify that you only want it to be sent to users who are directly assigned to a case and not all users in a group that is assigned.

Case fields as base dates

dates rolesAll case fields can now be chosen as a base date.

All case fields of type Date and DateTime are now available to choose from when setting up new Dates, along with the existing options of Case createdCase updated and Case completed.

The flickering ribbon

In the last update, we added live content refresh to the case details ribbon. This was great. Unfortunately this caused the ribbon to flicker every so often. This was annoying, so we fixed it. smile

Service API

We've added more features to the Service API, which include:

  • fetching all details of a case by its reference
  • applying a status transition to a case
  • updating details of a case
  • authenticating a user