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Platform version 2.23

· 2 min read

New

We've introduced two new Flags to give you more control over Job workflows:

  • Scheduling lead time: To ensure sufficient preparation time for Jobs, you can define the required lead time (in days) before a Job can be scheduled in the Installer app. Importantly, this lead time doesn't apply when rescheduling Jobs.
  • Skip "Follow-up Installer" tasks: If reminders to follow up with Installers aren't required for your process, you can use this Flag to disable follow-up tasks. When it's on, tasks will not appear when:
    • An Installer hasn't accepted the Job within two days of assignment.
    • An Installer hasn't submitted Job forms within two days after the scheduled Job date.

Improved

  • You can now query workflow tasks - both historical and open - via our GraphQL Query Explorer. This makes it easier to extract task-related insights across all workflows.
    • Please note, workflow tasks are continuously optimised over time, so queries should be built with the flexibility to account for changes (e.g. task name updates).
    • To view available fileds and structure your query, see Tasks in GraphQL.
  • We’ve changed how the active Job is determined within a Project. The active Job is now defined as the most recently updated Job that is not closed. Previously, the logic allowed a closed Job to be marked as active, which could lead to unexpected behaviour, especially in Service projects. This change ensures more accurate tracking of stages and states across both Sales and Service Projects.
  • We've updated Product sets to include EV chargers. Product sets allow you to define the set of Products available to a Class. Now, in addition to Panels, Inverters, and Batteries, you can also select EV chargers when creating one. For more, see Manage product sets.