Internal Use
New User Experience
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Internal Use
About Speakers
Anand Deshpande
Director, Product Management
Chinmay Nanavati
Consultant, Product Management
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Internal Use
The Vision
Revolutionize risk management through a
transformational user experience, intelligent
workflows, and real-time insights.
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Internal Use
Design Principles
1. Flexibility (within reason) 4. Orientation
Provide flexible configurability for business Provide seamless navigation that provides
processes without sacrificing experience. visibility into the big picture and help me
understand how things are related.
2. Modern Expectations
Leverage modern design and aesthetics
5. Simplicity
that meet expectations and are Make it as effortless as possible, keeping it
accessible. simple until it’s not. Progressively disclose
information, guide me through the
complex and make it easy to find what I’m
3. Context Relevance looking for.
Deliver context sensitive experiences. The
right experience for the right person, at the
right time, for the right context.
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Internal Use
Record Page Search and Reports Consistent UX
• 26 Field types • New 3 panel layout • User Profile
• Independent field edit* • Search Panel • User Preferences
• Dynamic Forms (DDEs) • Preview Panel • Global Search*
• Workflow • Contextual panel • Data Import
• Actions • Tables • Avatar*
• Progress Tracker * • Hierarchy based • Global Values List
• Questionnaires • Flat
• Subforms • 13 Chart Types
• Right Panel* • Quick Filters:
• Attention • Tables
• Change Log • Charts*
• Access Log
• Workflow tracker
User Experience Breadcrumbs
Guided Tour Accessibility Responsive
Control & Navigation
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Internal Use
The New Search
• Search Configuration
• Preview
• Properties
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Internal Use
Configuring your search
• Keyword
• Display Type
• Visualization
• Field Selection
• Drill Down Option
• Filter
• Sort Order
• Other Options
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Internal Use
Preview
• Chart View
• Data View
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Internal Use
Contextual panel
• Contextual Property
Display
• Dynamically displays the
appropriate options
• Configure access control
• Change Chart types, Chart
colors, legends, and more
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Internal Use
Working with data – Maximized panel
• View Charts & Grid
• Export the reports
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Internal Use
Quick filters
• Quick filters for to interact
with Data
• Charts
• Tabular Reports
• Can be saved as reports
configuration
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Internal Use
New Record page
• Header
• Breadcrumbs
• Floating Actions
• Right Panel
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Internal Use
Breadcrumbs and Navigation
• Breadcrumbs
• How did I reach here
• How can I go back
• Browser Navigation
• Back button
• Forward button
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Internal Use
Independent Field Edit
• Cross-reference
• Dynamic Height
Adjustment
• Values List
• Users/Groups field
• Numeric Field
• Questionnaire
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Internal Use
3 & 4 Column layout
• Responsive Display
• Mobile and Lage
screen support
• Section level control
• Static
• Prioritize Row
• Prioritize Column
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Internal Use
Progress Tracker*
• A New Layout Object
• Configurable Statuses
• Status and sub-status
• Manual or automated
updates
• Anywhere on Record
• Section Level Property
• Hide Section Header
* Supported ONLY in the New UI
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Internal Use
Right Panel
• Attention
• Change Log
• Access Log
• Workflow Tracker
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Internal Use
Toggle to classic
• Admin Control
• Classic
• New
• Default Classic
• Default New
• End User Control
• New User Experience
• Classic User Experience
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Internal Use
What’s next
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Internal Use
Embed Charts and Reports
• Support feature parity in
first phase
• Prioritize in-line editing in
subsequent phases
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Internal Use
In-line and Bulk Edit
• In-line editing
• Reports
• Record Page
(CR/RR/Subform)
• Bulk Edit and Delete
• Reports
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Internal Use
Relationship Visualizer
• Interactive view
• Breadcrumbs
• Drill down capabilities
• Details at-a-glance
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Internal Use
Sparklines
• Alternative to Trending
Chart
• Enhance capability to
leverage Change Log
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Internal Use
Gantt Chart
• New chart
• Track tasks & timelines
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Internal Use
Comments
• Comments
• At field level
• At Record level
• New design
• No Subform
• Tag users
• Threaded conversation
• Notification
• Phase 1: Email
• Phase 2: Notification widget
• Phase 3: Slack/Teams
Channel
• Subsequent phases
• Comments lifecycle
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Internal Use
New way to customize
• Multiple Approaches
• Convert most-used custom
objects in native feature
• New REST APIs to build UI
• Place new code widget on
Record page
• More to follow on Working
Group Session
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