The next time you log in, you will see a fresh look in a couple key areas of Omatic Cloud!
We've updated the Data Queue and Integrations/Formulas pages to give you more control over organizing your formulas, zooming in on the work that needs your immediate attention, and keeping tabs on the current state of your integrations. In the Release Notes below, we've added more detail on these new features.
If you have questions, don't hesitate to let us know! Don't forget we also have a couple new forums dedicated to discussing best practices and tips with other users and offering ideas to the our team for how to improve Omatic Cloud. Get in there and get the conversation flowing!
December 11, 2019
Updated Data Queue and Formula Management Experience!
Data Queue Cards
Toggle between Compact and Expanded card views
Live feedback on all three steps of the data journey: Retrieving Data > Processing in Omatic Cloud > Sending Data
Access the Formula Wizard directly from the Data Queue Card for quick updates
User-defined Tabs
Create Tabs and use drag-and-drop to reorganize how Formulas display
Tabs are user-specific, so you can tailor the view to how you need it without affecting coworkers
Settings are sticky, so the display will resume where you left off the next time you log in
Formula dashboard
View all formulas in a single grid, to see an overview of your entire integration
Record counts for each bucket are displayed, making it easier to identify where you should focus your attention
Use the action menu to access the new Formula drop-in feature, which allows you to jump directly to any page in the Formula Wizard!
Formula Wizard
Added sticky toolbar on the mapping screen to allow you to quickly navigate to other sections or the next page without scrolling
Data Grid
Added breadcrumb trail at the top of the screen to make navigation easier
Added a notification for destination exceptions on individual record matches, to alert you immediately
Updated the Ready bucket to display columns based on the Destination instead of the Source, making it consistent with the Needs Attention buckets
Mailchimp
Added GDPR Marketing Permissions to the Field Mapping screen*
*If you enable GDPR rules in Mailchimp, they will default to opted-out until you set these fields in your formulas
Salesforce
Added required field validation for all objects in mapping, floating required fields to the top
Added ability to use any external ID for matching and updated summary display in data grid
Updated triage screen to more clearly indicate destination-based field availability
Updated Salesforce API destination exceptions to include additional Object information
Amanda Tetanich
The next time you log in, you will see a fresh look in a couple key areas of Omatic Cloud!
We've updated the Data Queue and Integrations/Formulas pages to give you more control over organizing your formulas, zooming in on the work that needs your immediate attention, and keeping tabs on the current state of your integrations. In the Release Notes below, we've added more detail on these new features.
If you have questions, don't hesitate to let us know! Don't forget we also have a couple new forums dedicated to discussing best practices and tips with other users and offering ideas to the our team for how to improve Omatic Cloud. Get in there and get the conversation flowing!
December 11, 2019
Updated Data Queue and Formula Management Experience!
Formula Wizard
Data Grid
Mailchimp
*If you enable GDPR rules in Mailchimp, they will default to opted-out until you set these fields in your formulas
Salesforce
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