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Symon.AI Release 3.11.0

Abstract

Release notes for the Symon.AI release 3.11.0.

Something new comes this way!

and we think you're going to love it...

The Lookup tool has arrived!

Need to find a specified value in your data set? Look no further! We created the Lookup tool for you to find matching values in multiple selected columns in two data sets. Symon.AI adds the values to a new column for you!

lookup.png

Increased import performance

We've been busy and have made a number of improvements to the import process and performance. You can now import larger volumes of data with ease.

Loved it before? Wait until you see it now

We took the time to revamp some of the things you already love.

Optimize by groups in the Assignment optimization tool

We've been busy and making the Assignment optimization tool with a grouping option! Choose to optimize by groups, instead of filtering each group and running the optimization tool separately.

For example, you have a group of sellers and a set of accounts which are distributed in different countries. You want to assign accounts to sellers in the same country. We love saving you time!

assignmentOptimization.png

OAuth authentication method for the REST API connector

You can now authenticate the REST API connector using OAuth, using either Client Code or Client Credentials. We love helping you become more powerful!

We crushed some bugs!

and boy are we happy that we did:

Issue

Bug number

Resolved an issue where export tools were failing.

00226666

Fixed an issue when trying to group nodes together that start with Union, the link to the Union source disappears

00224244

Resolved an issue where the Unique tool was causing an error when you clicked on the node, making it unable to make changes to the configuration.

00227084

Fixed an issue where users could not utilize the export to SFDC feature and had to manually download the data and import into SFDC.

00221686