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Squiz Matrix Newsletter #510

This week we have two new features to report, including new keyword modifiers to append and prepend text to the returned value of a keyword replacement. Continue reading below for more information on all this week's developments.

New Keyword Modifiers: Append & Prepend

Due for release in version (TBA)   

Keyword modifiers within Squiz Matrix allow you to modify the returned values of keyword replacements.

This feature introduces four new keyword modifiers to prepend and append text to the returned value of a keyword replacement.

The append modifier will append a given string at the end of a returned value. An additional append_if modifier is also available which will append a given string only if the returned value is not empty.

In the following example, we are appending an asterisk to the end of the returned asset attribute name.

Example: %asset_attribute_name^append:*% 
Effect: name name*

The prepend modifier will prepend a given string at the beginning of the returned value. Like the append modifiers, a prepend_if modifier is also available to prepend a given string if the returned value is not empty.

In the following example, we are prepending a hash to the beginning of returned asset ID.

Example: %asset_assetid^prepend:#% 
Effect:  123 > #123

Workflow Schemas: Customise the Workflow Started Message

Due for release in version (TBA)  

During the workflow process, Squiz Matrix sends a number of email notifications to users, informing them of the status of the workflow of an asset, for example, when asset changes have been approved or rejected.

The Workflow Started Message is sent when workflow is initiated on an asset, inviting users to approve or reject changes to workflow. Previously, this notification was not available to be customised. This feature introduces the ability to now configure the content of the Workflow Started Message

The content of the Workflow Started Message can be customised on the Custom Messages screen of a Workflow Schema.

The Workflow Started Message 

Like with the other custom message settings, you can modify the subject and body content of the email notification. By default, the subject of the Workflow Started Message is 'Workflow Started'.

A list of keyword replacements is also available for use, including all available keywords for the asset that is currently in workflow, including attribute and metadata keywords.

Squiz Matrix Newsletter #509

Our release of Squiz Matrix 5.2 is getting closer and closer. We are currently in our testing phase and promise we'll have more information available soon, including a release date.

In the mean time, we have three new features to report this week, including a new Clone Asset functionality in Edit+ for Squiz Matrix. Continue reading below for more information on all this week's developments. 

Edit+ for Squiz Matrix: Asset Cloning

Due for release in version (TBA)  

A new Clone Asset tool has been added to the Asset Creation Wizard within Edit+ for Squiz Matrix, allowing you to clone an existing asset within your system.

The Clone Existing Asset button will be displayed when first opening the Asset Creation Wizard, and will display additional asset cloning options when clicked.

The Clone Existing Asset button

The Clone Asset tool works in a similar manner to cloning assets within the Administration interface, allowing you to specify the asset to clone, enter a name for the cloned asset and the location where the asset will be cloned.

The Clone Asset settings

This feature has been added to provide cloning functionality within Edit+ for Squiz Matrix, a staple within the Administration interface, and will enable more efficient management of the assets within your system.

JavaScript API, cloneAsset: New Parameter to Specify Clone Name

Due for release in version (TBA)  

The cloneAsset() operation on the JavaScript API allows you to clone an asset under a specified parent, while also specifying the number of clones to create and their link type.

Previously, however, this operation would clone assets using the same name as the original asset; there was no way to specify a new name for the cloned asset.

This feature introduces the new clone_name parameter, allowing you to set a new name for the cloned asset(s).

This parameter has been added to compliment Edit+ for Squiz Matrix's new asset cloning functionality, outlined above.

Placeholder Attribute for Text Based Form Questions

Due for release in version (TBA)  

A new Placeholder field has been added to the Details screen of text-based form fields within Matrix, including Email AddressNumeric and Text question types.

The Placeholder field

This field allows you to add a placeholder attribute to your form fields, a short hint, describing the expected value of the input field. This could be, for example, a sample value or a description of the expected format. 

The value entered into the placeholder field for a form question will be displayed in the input field before the user enters a value.

This functionality has also been extended to include Custom Form editing with Edit+ for Squiz Matrix 

Squiz Matrix Newsletter #508

Last week, we reported on two new events that were added to Matrix's Trigger package to allow you to fire a trigger when a form submission is created and/or completed. This week we have more new trigger events to report for user logins via the SAML and OAuth2 Account Manager assets.

Continue reading below for the low down on this great new addition as well as more information on all this week's developments.  

New Trigger Events: User Login via SAML and OAuth2

Due for release in version (TBA)  

New events have been added to the Trigger package within Squiz Matrix, to fire a trigger when a user logs into the system via SAML and Oauth2.

The User Login via SAML and User Login via OAuth2 trigger events can be selected in the Events section when creating a new trigger.

The User Login via SAML and OAuth2 Trigger Events 

These trigger events have been added to improve the overall trigger package and provide further implementation possibilities when dealing with SAML and OAuth2 users.

System Configuration/Global Preferences Screen Enhancements

Due for release in version (TBA)  

The System Configuration and Global Preferences screens within Matrix allow you to configure the settings of your system and your user preferences.

This enhancement modifies the interface of these screens to ensure a more consistent user experience and provide easier to understand information on the settings available on these screens.

These changes include consistent Yes/No drop-down options for boolean field types. Previously, a variety of boolean values were being used (True/False, On/Off etc.).

The field information for these settings has also been appended to include clear and consistent advice on the options available.

Squiz Matrix Newsletter #507

Last week, we let you know that Squiz Matrix 5.2 was not too far away and detailed one of the flagship features of the upcoming release, our new SugarCRM Token asset. We'll have more news on this release in the coming weeks, so be sure to keep checking the newsletter for all the latest on Matrix 5.2.

In the meantime, we've got two great new developments to the Trigger package, including new trigger events for form submissions. Continue reading below for more information on these great new features.

New Form Submission Trigger Events

Due for release in version (TBA)  

Two new events have been added to Matrix's Trigger package to allow you to fire a trigger when form submission is created and/or completed.

The Form Submission Created trigger event will fire the trigger when a form submission is first created, after the user's answers to the questions on the initial form page. This event will fire irrespective of whether or not the submission is logged or not.

Form Submission Trigger Events 

The Form Submission Completed event, on the other hand, will fire the trigger when the form is completed and submitted.

These trigger events have been added to aid in creating triggers that use form submission data. The commonly used Asset Created event, would fire the trigger before form data was populated, and was thus not a viable alternative.

Morph Asset Trigger Action Enhancement

Due for release in version (TBA)  

The Morph Asset trigger action allows you to morph an asset to a new asset type, for example from one user type to another. Previously, assets needed to have a status of Under Construction to be able to morphed from one asset type to another.

This enhancement adds a new option, allowing you to bypass this restriction.

Morph Asset Trigger Action Enforce Under Construction Field 

The Enforce Under Construction? field allows you to disable this setting. By default, this field will be enabled, meaning that the target asset must be in Under Construction status before it can be morphed. Disabling this option will allow you to morph assets of any status.

This option has been added to allow further implementation possibilities, for example, allowing users to perform actions on your site that will grant them a higher or lower account type.


Squiz Matrix Newsletter #506

For the past few months, we've been teasing you with some of the fantastic new features and developments available in our upcoming release of Squiz Matrix 5.2. While we're not yet ready to reveal a date for release, we can say that it's not too far away now.

In the coming weeks, we'll be making a release candidate version of 5.2 available, for upgrade testing purposes. We'll also be announcing the release date and be taking a look at the headlining features that you can look forward to in Matrix 5.2.

In this week's newsletter, we're covering two great features heading to Matrix 5.2, including a new asset within Matrix to facilitate integration with a Sugar platform. Continue reading below for more information on all this week's developments.

New SugarCRM Token Asset

Due for release in version (TBA)  

Sugar is a customer relationship management system that can integrate with your CMS, Search and Marketing Automation platforms to help you build a single-view of your customer, in order to provide a greater insight into your users.

Read more about Sugar on the Squiz website.

This feature introduces a new SugarCRM Token asset to Matrix, allowing for more streamlined integration with your Sugar platform.

Once a connection has been established, this asset can be used in conjunction with Matrix's REST web service functionality to perform authenticated API calls to Sugar. This means that the REST features on assets such as Triggers and Custom Forms can be utilised to make web service calls to Sugar. The response data of these calls can then be used for a variety of purposes, including stored as metadata against an asset, or to personalise content. 

Through the use of this new connector asset, Matrix User assets are now able to be synced to a record ID in Sugar using a new trigger action: Sync Matrix User to SugarCRM Record. This will allow for logged in users in Matrix to be synced and tracked as contacts in a Sugar system

The Sync Matrix User to SugarCRM trigger action can also create new records in Sugar automatically if the user has never logged into the Matrix system before. The next time they log in, Matrix will locate their existing record ID in Sugar and sync the record data back to the Matrix user.

Sugar record attributes can be exposed in Matrix using global keyword replacements.

The Sync User to SugarCRM Record Trigger Action 

Additionally, this new trigger action can also automatically link a Sugar record to another record. So, for example, if the trigger action is creating contacts in Sugar that represent the users in Matrix, it can also link these contacts to an account in Sugar which may be represented as a user group in Matrix.

File Attachments on Custom Form Emails and Send Email Trigger Action

Due for release in version (TBA)  

Currently within Squiz Matrix, a Custom Form's File Upload fields can be configured to have their uploaded files attached to the form emails that are sent when the submission is made. While a handy feature, this doesn't address occasions when you require additional files to be attached that are not part of the form submission the user has made.

This feature adds the ability for the Custom Form to attach any asset as part of the form submission emails, either from a fixed or dynamic location.

The new Custom File Attachments sections on the Email Options screen of the Custom Form allow you to configure the attachments on the form submission emails.

The Custom File Attachment settings 

If selecting a non-file based asset to send, you can specify a file extension to use in the File Name field, for example, entering 'index.html' would attach the specified asset as a HTML file. If no extension is provided, the asset will be sent as a text file, by default.

You can also specify the design and/or paint layouts to apply on attached assets (non-file), as well as configure multiple attachments on an email.

This new email attachment functionality has also been extended to the system's Send Email trigger action. The Custom File Attachments settings will now be displayed when configuring the Send Email trigger action on the Trigger Manager.

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