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However these defaults are just to get you started. The functionality available to them is identical, and you can customize all Worktypes to include whichever AgileCase modules you want. This means that if you prefer to just have a single Worktype that stores all Contact and Case data in a single "container" per customer, you can now do that. It's up to you!
Complete Customisation with Blocks & Pages
Customizing a Worktype is now easier than ever thanks to the new "Blocks" system. To configure your Worktype, simply drag and drop the blocks you need onto the "Pages" of your Worktype. You can split your custom fields across multiple pages and apply specific permissions to those pages, or you can now completely remove blocks like Docs and Comms if you don't need them. Here's an example of the default content of the "Sample Case" Worktype:[screenshot here]
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Using the Drag and Drop Form editor you can completely customize the “New” screen for your Worktype so you capture just the right information up-front.
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You can even publish your custom form as a link which you can embed on your Website or send to customers in an Email for them to complete.
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2 - Improved Search
Search has been redesigned from the ground up to behave more like you would expect from a search engine like Google. This means that you can now configure AgileCase to search any field within a Worktype, rather than just the standard fields like Description and Name.
This opens up a whole new world of search flexibility, allowing you to easily search based on the values of any custom fields you've added to your Worktypes. Filtering has also been improved so you can quickly drill into search results by Worktype, Status, Recently used and Assigned To.
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In short, the search capabilities in AgileCase are now more powerful and customizable than ever before.
3 - Custom Fields is now Custom Forms
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- Everything is a Form!
What used to be called "Custom Field Groups" are now called "Forms". Forms offer significantly more flexibility than the old custom field groups, and can be deployed to capture data within your Worktypes or even published on the internet for your customers to submit. Once a Form has been submitted, it can trigger the creation of a new item within your system or the update of an existing item.
Easier to Edit
The Form editing experience has also been completely redesigned, with a fully drag-and-drop interface that makes it easy to see exactly what you're creating at all times. You now have more control over the appearance of your Forms, with options for multi-column and multi-tab layouts, label positions, custom buttons, and a more refined set of field types.
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Many common tasks that used to require scripting, such as hiding or showing fields, can now be accomplished simply by selecting a few plain English options within the Form editor.
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Scripting For Power Users
For power users, we still offer the ability to use JavaScript scripting and access to our full REST API to further customize the content and behavior behaviour of your Forms. However, we believe that even power users will find that the new tools we've provided will reduce their need to resort to scripting by 90%.
4 - Report Like A Boss!
Easier to Create and Maintain
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Reports have been overhauled redesigned to make it easier to create reports than ever before. Gone are the days of dealing with "Custom Field IDs" and having to look up the unique number of each field you want to include in your report. Now, every Form you create has a name, and every field you add to a Form has a name as well. To build a report, simply drag-and-drop these simply named fields onto the report canvas.Recieve
Receive by Email
You can now schedule Reports to be automatically generated and emailed to you whenever you like and we also keep a history of Reports so you can, for example, compare performance over time.
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Export to the Cloud and more!
In addition to the ability to create reports, you can now do even more with the data within AgileCase. We're working on integrations that allow you to automatically export report data from AgileCase to other popular cloud services. By using our integration with Zapier, you can open up the potential to integrate with any of the 5,000 cloud services supported by that platform. This opens up a world of possibilities for working with your data in new and innovative ways, and we can't wait to see all of the creative uses that our users come up with.
5 - Templates
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Templates now use our own syntax “AgileCase Template Syntax”. It supports many more things the Microsoft Word’s Mergefield syntax and can be typed simply into any document with needing to use complex Word-specific features.
Template are now used for more than just Documents and Emails and can now be used to build custom modules for output anywhere on your case. For example in v1 you would need to use Scripting and our Case Data API to output some “Traffic Lights” style module at the top of your Case - highlighting key information to your users. This can now be done simply by building it using Template syntax which dramatically lowers the skill-level, time and risk required to create a custom module.
You can read the full specific of AgileCase Template Syntax here: AgileCase Template Syntax
6 - 'Connections' make Integrating with 3rd party services easier than ever
TBC
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7 - Automations - 'If This Then Than' style Triggers and Actions
Implementation of many things which previously required scripting and a lot of thought are now simplified into "Automations" which presents a simple UI where you can select a Trigger, Condition and Actions to perform. The simplification speeds up changes and simplifies maintenance - no more having to map everything back and forth between obscure ID numbers .. everything in v2 is based on the Field Names.
8 - AgileChat using AI Templates
You can create “AI Templates” in a similar way to how you create Document Templates. These templates function as the data and rules for a Chat-based interface to your cases using OpenAI/ChatGPT.
AI Templates allow you to decide which data and other rules you wish to set on a Chat like interface which allows your users or customers to access their data using a conversational interface.
What's Next?
We have a lot more to share as we approach launch. Stay tuned for more updates as we get closer to the official launch of AgileCase 2.0!
If you’d like to be one of the first to get access to AgileCase 2.0 please email support@agilecase.com to discuss joining our Early Adopter group.