Eiffel - Patch 27 (19.3.28)
Release Summary
Minor Changes
Publish Button on Document Preview Screen (CEE-168)*
Organizations integrating Kaptio with external CRM systems may generate documents in Kaptio but send them to customers from external systems. In these scenarios, users need to publish documents without then being forced to enter the email editor.
Additional Publish Button:
A new Publish button has been added to the Document Preview screen alongside the existing "Send and Publish" button.
Clicking Publish sets the document status to "Published" and returns the user directly to the Itinerary screen.
Existing Button Behaviour (Unchanged):
The Send and Publish button continues to work as before: sets document status to "Published" and opens the email editor.
Impact:
Organizations using external systems to send customer documents can now publish documents in Kaptio with a single click and immediately return to their workflow, without navigating through the email editor. This eliminates unnecessary steps and reduces the risk of user error, particularly for high-frequency document publishing workflows where emails are sent from integrated external systems.
Use Case:
Ideal for organizations with separate CRM systems that orchestrate customer communications, where Kaptio serves as the document generation and reservation management system while document delivery is handled by external integrations.
Related Support Ticket: KHELP-11600
Customizable "Send & Publish" Button Colors on Document Preview (CEE-350)
With this change, Kaptio now allows customers to customize the appearance of the "Send & Publish" button on the Customer Preview (Document Preview) page through CSS overrides, allowing organizations to match the button styling to their branding requirements.
New Functionality: Custom Button Styling:
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Organizations can now override the background color, border color, and text color of the "Send & Publish" button.
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Customization is achieved through a static resource containing CSS overrides.
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Changes apply to the Document Preview page without requiring code modifications.
Implementation:
To customize button colors:
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Navigate to Setup → Static Resources → New
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Create a new static resource named customerOverrides
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Upload a CSS file with custom styling:
.customPublishBtn {
background: #06c4d5 !important;
border-color: #b3db22 !important;
color: #f1741b !important;
}-
Adjust hex color values to match your organization’s branding
Impact:
Organizations can now align the Document Preview interface with their corporate branding guidelines by customizing button colors. This provides a more cohesive visual experience and supports brand consistency across customer-facing document workflows.
Technical Note:
The static resource must be named exactly customerOverrides to be recognized by the system. Color values should be specified as hex codes.