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iDialogue Product Releases and Roadmap

Note: This page has moved to https://www.idialogue.app/releases.html . Please update any bookmarks.
  • Releases
  • Accelerators
  • Roadmap
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​iDialogue v1.168
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U3QE
  • Fixes issue with multiple users accessing site definition records
  • Fixes issue with file names containing “/”. Could not be added to batch zip (since fixed)
  • Adds BATCH_COMPLETE platform event for use in flows.
  • Adds pre-defined cron expressions for scheduling batches HOURLY, DAILY, WEEKLY
  • Updates to Checklist API serialization. Adds answer types and uploaded file attachments.

iDialogue v1.157

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U3F0
  • Adds room builder site versioning.
  • Adds room content history, snapshot, and restore.
  • Increases room site definition limit to 6MB.

iDialogue v1.149
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U3BN
  • Stripe charge action. Adds support for including additional metadata.
  • Adds “Room Events” flow template.
  • Adds support for notifying record Owners when room events are triggered.
  • Adds support for Room Reminders, email frequency, and email body.
  • MemberInviteAction fixes issue with disabling email delivery.
  • Checklist trigger auto-populates Checklist status in rich HTML text field (for use in reminder emails)

iDialogue v1.145
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U2tk
  • Adds script support for querying records in rooms
  • Adds script support for updating records in rooms
  • Adds support for merge tags in room email templates
  • Fixes issue with custom domains configuration when domain is not defined

iDialogue 1.144
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U2sm
  • Adds support for checkbox controls in document templates (HOWTO article)
  • Adds image button flow component
  • Simplifies custom domain onboarding. One custom setting and two CNAME DNS entries
  • Adds support for script queries and stored procedures
  • Attach eSigned documents as Files by default. Backwards support for Attachment type.

iDialogue v1.141
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNpG
  • Adds BCC (Blind Carbon Copy) option to “Send with Attachment” flow actions.
  • Adds support for Checklists, Checklist Items, Kanban paths, and workflow-driven onboarding
  • Updates to Batch Emailer. Improves exception handling and logging.

iDialogue v1.134
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNgE
  • Adds Batch document utilities to zip or combine all files into one.
  • Adds ConfigurationId property to Rooms for use by scripting plugins.

iDialogue v1.133
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNeS
  • Ad Hoc Document Signing (Pilot)

iDialogue v1.132
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNZv
  • Performance improvements to document generation and PDF conversion
  • Fixes issues related to regenerating document item content in certain room contexts
  • Pilot of Ad hoc eSignature support. Upload documents to rooms containing signature tags

iDialogue v1.131
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNZM
  • Adds support for image placeholders in table rows.
  • Adds “Generate Document” screen flow template.
  • Improved DataGrid exception handling with guidance on query error.

iDialogue v1.129
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNXL
  • Fixes CSS issue with some themes being overridden by lightning component.
  • Fixes issue with repeater tag picklist setting in document builder.
  • Fixes issue with content search results when switching tabs.
  • Adds support for unlimited document batch sizes

iDialogue v1.128
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNWw
  • Document room: Increases max doc size to 4GB
  • Document merge performance. Reduced average render time by 33%.
  • Increased batch throughput > 2,000 documents per hour
  • Improves exception handling of content library uploads
  • Improved support for Word embedded fonts in templates
  • iDialogue SE (Sales Enablement) preview
​
iDialogue v1.126
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNBM
  • Removes dependency on Orders for installation

iDialogue v1.124
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007slbx
  • Improves formatting of long file names in document rooms
  • Improves formatting of dynamically generated files when format and extension do not match (format is authoritative)
  • Adds support for Organization-Wide Address in Batch Emailer
  • When deleting members from rooms, first validates that member has not already signed a document

iDialogue v1.119
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007slWO
  • Adds support to ensure room links are available in common Opportunity LEX flows
  • Adds Signer role check when adding Collaborators/Viewers to rooms requiring signatures

iDialogue v1.117
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007slTo
  • Adds Enablement Rules data modeling and File screenflow for content categorization (Beta release).
  • Stabilizes Multi-Quote rooms.
  • ContentVersion trigger performance optimizations

iDialogue v1.12
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cMwz
  • Optimizes document rendering with dynamic query optimizations
  • Optimizes batch definitions and performance. Moves max batch size to SETTING_MAX_BATCH_SIZE
  • Improves Counter Signer flows
  • Adds type ahead field selector for document tag object selector.
  • Fixes issue with Data Grid losing column field mappings in certain edge cases.
  • Script plugin dynamically sets height and width based on detected view port onLoad

​iDialogue v1.110
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cMrQ
  • Adds Script plugin
  • Adds support for Room Links in Lightning Experience

​iDialogue v1.108
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cMYr
  • Adds Flow template for publishing quote room events to Slack
  • Improvements to Lightning Experience (LEX) component. Better performance and room context switching.
  • Improvement to LEX in console apps.
  • Multi-Doc action supports more parameters for action button state.
  • Fixes issue with certain line breaks in text plugin.
  • Adds Room Refresh Action for flow builder​

iDialogue v1.103
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cMAa
  • Adds room settings gear icon to iDialogue Lightning component.
  • One-click access to switch rooms, refresh, or delete a room.

iDialogue v1.102
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cLvo
  • Adds support for data grids.
  • Adds type ahead picklist to tag builder and data grid field selector
  • Improves rendering of LEX icons when CORS is disabled.
  • Improves versioning of room templates

iDialogue v1.100
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cLqA
  • Fixed issue where shorthand tag field mappings were not re-initialized upon new document version upload

iDialogue v1.99
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cLq5
  • Added support for multi-record rooms
  • Attach docs as Files by default
Quote to Cash v1.112
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002amup
  • Adds Product config setting to suppress auto end date calculations for subscription products
  • Adds Product config setting to Always Use Prorated Pricing
  • Adds config setting to disable Contract status cascades to Subscription order status
  • Adds daily calendar date to billing usage
  • Adds REST API for retrieving usage by subscriber ID, account ID, startDate, endDate

Quote to Cash v1.111

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002ScUf
  • Adds daily unit price fields to Billing Usage for use in capturing granular daily usage fees, as in mid-month amendment use cases.
  • Fixes bug with AddOn validation rules after Opportunity Update related to Contract EndDate.

Quote to Cash v1.110
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002ScUG
  • Adds global utility method: XBillingUsage.getUsageByBillingAccount(Date usageDate, ID accountId);
  • Improves logging of exceptions during amendment order provisioning process.

​Quote to Cash v1.106
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002SbrO
  • Adds Order.Amended__c checkbox (enabled on amendment action)
  • Adds Order.AmendmentOrder__c link to new Amendment order

Quote to Cash v1.105
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002Sbpw
  • Adds verbose logging to Xero integration batches to review async transactions 

Quote to Cash v1.104
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002Sbnv
  • Adds revenue rollup summary object
  • Adds revenue recognition fields to Invoice Item
  • Adds Invoice Item flow template to assign revenue
  • Adds scheduled service for rolling up revenue summaries
  • Adds Xero Invoice and Payment batch delay to custom settings
2021 Q4
  • Lightning Email templates. Rich email (HTML) room invitations and reminders.
  • Intelligent reminders. Automate the delivery of reminders to customers that haven't yet viewed or taken action on quotes.
  • Content recommendation engine. Auto-include content in rooms.

2021 Q3
  • Room script extensions: Full DML support for querying, inserting, and updating records from rooms
  • MS Word Checkbox data binding
  • Screen flow product configuration with image buttons
  • Checklist enhancements

2021 Q2
  • Ad Hoc Document Signatures. Upload docs to rooms for signing (no template required)
  • Content Categorization

2021 Q1
  • Data grids. Display opportunity/quotes/order line items as inline HTML in rooms.
  • Dialogue script.

2020 Q4
  • Multi quote rooms
  • Attach all rendered docs as Files by default. Backwards compatible with Attachments.

2020 Q3
  • Stripe integration (link)
  • Slack publisher (link)
  • Google analytics support

2020 Q2
  • Enhanced platform events (link)
  • Enhanced Flow actions. (link)

    Keep up to date with free tips, guides, and instructional videos on how to enable more dialogues through Salesforce. 

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