Version 3.28.0 9th January 2025
- Federico Delucchi
We are excited to introduce the sharing to external people from Autopilot workflows and other improvements in usability !
Share Reports Created by Autopilot to External People
Currently, when a report is created in a workflow, there is no way to automatically share its external link with others outside the platform. You must manually retrieve and send the link, which adds time and effort. This feature aims to simplify the process by automating external sharing directly through the Autopilot.
What’s New?
The Autopilot now includes a feature to share the external link of a report automatically with external people via email when the report is created. This ensures seamless communication with people outside the platform.
How It Works
1. Enhanced Message Node in Autopilot
The Message Node in Autopilot now has two tabs for sharing options:
In-App Notification: Notify internal users within the platform.
Share to External People: Add external email addresses to share the report link.
2. External Sharing Tab
When you switch to the Share to External People tab:
Email Input:
You will be able to enter one or more email addresses.
No Limit: You can add as many email addresses as needed.
Email Content:
The shareable link to the created report.
The Share to External People tab is only available when the Workflow action involves creating a report.
If a different action is selected (e.g., updating an assignment), the external sharing tab will be hidden.
Flexibility on Report Building
When creating reports for attribute values (e.g., specific stores, teams, or regions), you may encounter a limitation where the global filter (being a specific attribute value) applied to the report restricts the ability to perform benchmarks or comparisons across other attribute values. For example:
You generate a report focused on specific attribute values using the global filter to display tailored graphs.
However, when benchmarking metrics like NPS or satisfaction by attribute (e.g., comparing all stores or regions), only the data related to the attribute value in the global filter is displayed, making a broader comparison impossible.
This enhancement introduces an option for you to configure specific report components to ignore the global filter, enabling more comprehensive analysis and comparisons.
What’s New?
A toggle in the filter tab allows you to enable or disable the global filter for individual report components. This feature gives you more control over their analysis, enabling broader comparisons alongside focused views.
How It Works
1. New Toggle in the Filter Tab
Toggle Placement: Found in the filter configuration tab of report components.
Default State: The toggle is disabled by default to maintain current filtering behavior.
2. When the Toggle is Enabled
The selected component will ignore the global filter applied to the report.
The data for the component is calculated without the restriction of the global filters, enabling detailed comparisons across all relevant attribute values.
Team Navigation Improvements
Currently, you must access the Users & Teams section to switch teams, which adds unnecessary complexity to the workflow.
To enhance your experience, we’ve introduced a more intuitive team-switching mechanism, accessible directly from the navigation interface.
What’s New?
A clickable team breadcrumb in the navigation bar allows you to easily switch between teams using a dropdown.
How It Works
1. New Team Dropdown in Navigation
Last Breadcrumb in the Path: Displays the current team with a dropdown indicator.
Clickable Interaction: Clicking on the breadcrumb opens a dropdown listing all relevant teams.
2. Team Dropdown Features
Teams Listed: Displays the team you where invited to and all its sub-teams.
Restricted Access: This feature is available only to staff, admin, and editor roles.
Thanks
Team Feedier