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InstantKB 2018 Release Notes

Our InstantKB 2018 update is packed with new features and improvements. In this article we'll detail all the new features and highlight the significant improvements. As always should you have any questions regarding our InstantKB 2018 update please don't hesitate to contact us.

So what's new...

Markdown Support

To help you easily deliver beautiful consistent support articles InstantKB 2018 now features support for Markdown and introduces a new visual Markdown editor.

Markdown is a lightweight markup language which will allow you to easily create semantically correct, well formed HTML for your support content without having to know HTML or worry about the underlying HTML you produce.

The new Markdown editor is completely optional and you can of course continue to use the regular HTML editor already offered by InstantKB. We've made it super easy to migrate existing HTML based articles to Markdown. You can now work on both the HTML and Markdown version an article at the same time and choose at anytime which version of the article you would like to serve to end users.

Field Logic

InstantKB 2018 introduces a new feature we are calling "Field Logic". Field Logic allows you to now create completely dynamic forms within InstantKB that will respond in real-time to user supplied input or user events.

Field logic can be applied to any built-in or custom field and can be used when working with support articles or support tickets.

So how does field logic work? When editing any form within InstantKB you can now hover over a field to reveal a "Field Logic" button. Clicking this button will open the new Field Logic dialog. From here you can add client side events to the field (focus, blur, change, keypress etc). Each event you add supports multiple conditions and multiple actions. The conditions control if the actions will execute when the event occurs. For example you may wish to show or hide additional fields to users based on specific selections within the form.

You can see below we've defined field logic on our Departtment field to show and hide addittional fields depending on the department selected by the user...

You can see this field logic in action below...

Drag & Drop Forms Derringer

The InstantKB forms designer has also been completely redesigned to fully support a new drag & drop interface. This makes it even easier to customize your InstantKB forms or add new custom fields into your forms.

You can see below how easy it is now to add a new custom field into existing forms by simply dragging and dropping the custom field onto the form...

You can of course also drag existing fields to rearrange he fields within the form.

We've also added a new "Preview" mode when editing forms and the ability to now embed InstantKB forms into your own web site.The new "Preview" mode allows you to preview your form and test any field logic you may have defined on the fields within the form. The preview option can be found when editing any form within InstantKB 2018.

To embed an InstantKB form into your own web site or web application you'll need to visit the Admin CP > Spaces area and edit any existing "Ticket" based space. When editing ticket spaces you'll see a new Embed button alongside the chosen form for the space. Clicking the embed button provides the HTML nesscarry to embed the form for this space into your own web site. If you embed a form and the form is not public users will be prompted to login before they can see the form.

Find & Replace

We've introduced a new global find and replace feature available via the InstantKB administrator & agent control panels. This allows you to now easily globally replace any strings within any support article or support ticket. TThis can be especially helpful if you wish to globally replace a old product or feature name within your support content.

Share Tickets

With InstantKB 2018 you can now invite other users to participate within any shared support ticket. You can also now relate multiple contacts to private support tickets. If a ticket is shared with a registered user within InstantKB the ticket will be visible to the user via the My Tickets area and the user will be able to view all replies and post a new replies within the support ticket.

Complete User Interface Update

 Every aspect of the InstantKB 2018 user interface has been updated to now utilize our own Ignition UI framework first introduced with InstantForum 2017.

Ignition UI offers a consistent, fully declarative configuration model via HTML5 data attributes meaning you don’t need to write a single line of JavaScript to use Ignition UI. This makes it super simple to use & learn but more importantly means absolutely no in-line JavaScript is now needed within InstantKB pages ensuring very clean HTML.

Improved Search & Filter UI

We've revamped the search and filter user interface when managing support articles and support tickets via the agent control panel. The goal here was to make it even easier for agents to search and find relevant content. You can now quickly filter by category / label, work flow, priority, status, & assignee. For further control you can also expand the search options to search by keyword, date range, related contacts & several other search parameters.

Dark Mode

We've introduced a new dark mode for both the administrator & agent control panels. You can easily toggle between the light or dark mode via the switch within the top right of both the administrator & agent control panels. If you spend lots of time working within the InstantKB agent control panel (creating content or responding to support tickets) you 'll hopefully find this new dark theme a little easier on the eyes.

Dedicated Documentation Space

We've separated the existing documentation view into it's own unique support space. Previously the documentation view was an option within "Knowledgebase" tabs. Separating documentation into it's own unique support space make creating new documentation spaces super easy and now allows documentation spaces to have a tailored default form. In addition we've streamlined the experience when editing content via the agent control panel with documentation spaces.

For end users we've also improved the documentation view allowing users to now share or comment on documentation similar to regular knowledgebase articles.

New Custom Field Types

With the introduction of Markdown support you can now also of course add your own custom Markdown fields into any form within InstantKB.

We've also added a new user suggest custom field. The user suggest field looks like a regular text box however it will search and present a list of contacts as you type. You can select one or multiple contacts to associate with the custom field.

New Quick Ticket UI

We've made it even easier for support agents to quickly create new private or shared support tickets. The new quick ticket UI is available from every page within the InstantKb administrator and agent control panels.

New Manage Contacts UI

Contacts are automatically created within InstantKB whenever a new support issue arrives via any of the supported inbound channels (emails, social, web, chat, phone). To help you manage these contacts we've visually redesigned the Manage Contacts area and introduced a number of new search options.

We've also redesigned the profile page and introduced a number of new reports for contacts to offer better insight into recent user activity.

New & Improved Reports

We've revamped every single report within InstantKB and introduced a number of new reports and visualizations. We've made key reports such as the space activity report and the search reports more granular now showing separate user & agent activity. We've also added a number of new performance indicators to contact profile pages to help support agents identify if a particular contact is receiving a satisfactory level of support.

Improved responsive design

We've improved our responsive design with InstantKB 2018 to ensure both the administrator & agent dashboards work effectively on smaller screen sizes. We've also made several improvements to the responsive design presented to regular end users when consuming support content or submitting support tickets.

Canned Replies

We've improved our existing canned replies feature to now also support the new Markdown editor. You can now create canned replies in both regular HTML and Markdown. The appropriate canned reply will be used depending on the type of editor (HTML or Markdown) being used. We've also added canned replies to regular contact spaces (not just ticketing spaces), this allow you now to use canned replies as a template for creating new content within the Markdown editor.

New GitHub Support

With InstantKB 2018 we’ve moved all our source code over to GitHub. For our customers, this means InstantKB 2018 will now play nicely within your own Git based environments.

To achieve this transition, we’ve also removed all physical DLL dependencies within InstantKB and moved 100% to NuGet packages. This ensures binaries are not uploaded to your source control repositories. In addition ".gitignore" files are now provided within the InstantKB 2018 download to ensure only the necessary files are pushed into your source control repositories.

Improved installation experience

With InstantKB 2018 our installation script has been updated to now create all the initial data you'll need to quickly learn & get started with InstantKB. This includes default SLAs, views, types & colour coded work flow steps, statuses & priorities.

Other Notable Improvements

  • "Tabs" have been renamed to "Spaces" throughout
  • Improved Manage Glossary Terms UI
  • Improved Manage Homepage Sections UI
  • Improved add & edit space UI
  • Improved Manage Category / Label UI
  • Improved Manage Comments UI
  • Improved troubleshooter steps UI (both agent and end user)
  • Improved form validation throughout
  • Improved user photo / icons throughout
  • Improved Print Article functionality
  • Improved Export to PDF functionality
  • Improved agent & administrator quick search
  • Added ability to delete default work flow steps
  • Added ability to easily edit ticket and replies text
  • Users can now edit a ticket after submitting a ticket via the web interface
  • Added colour coding support for work flow steps
  • Added ability to sort application settings
  • Added view support to homepage and category sections (allows for custom sorting within homepage and category sections)
  • Various improvements to phone suppor now utilizing the latest twilio.com API.

General Fixes

  • Fixed issue with ikb_sp_SetTicketDueDate in older versions of SQL Server
  • Fixed issues with documentation spaces when used within homepage sections
  • Fixed issue with Unarchive and Move to Inbox
  • Fixed issue with ticket due date not being cleared when marked as resolved via a work flow step
  • Fixed issue with attachment links within documentation spaces duplicating
  • Fixed issue that could cause articles within the documentation view to be sorted incorrectly after editing the article

That's It!

We sincerely hope you enjoy the updates in this release. If you'd like to upgrade to take advantage of the new features detailed here but have concerns of course please don't hesitate to please don't hesitate to open a new support ticket or contact us. We are here to help and will happily assist with your upgrade.