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SMTP Issues
Troubleshooting Steps For Technician:Answer the following questions: Are they unable to set/update/remove their SMTP settings, or are they just not receiving emails?a. If they’re unable to update them in some way, please provide the error message they are r...
Renewal Issues
Troubleshooting Steps For Technician:Answer the following questions: Is the opp showing Closed Won in SalesForce?a If not, their account representative will need to speak with finance to confirm if there is any additional work needed on their end or if ther...
Slowness
Troubleshooting Steps For Technician:Answer the following questions: Which product? Are you able to replicate?a. If not, is it limited to one user on their account or everyone?b. If one user, have they tried on another device?c. Have they tried a different...
Workflow Automation (Kicking off)
Troubleshooting Steps For Technician: Answer the following questions: Are you able to replicate?a. If yes, is it with all WFs or just a particular WF on your account? If a particular, is there anything special about its configuration? Have there been any ...
Stuck OCR Queue
Troubleshooting Steps For Technician: Answer the following questions: How many items are waiting in the queue (if you are able to get an estimate)? What is the file size (or average file size) of the files in the queue?a. Files that are too large may time...
Automation Failures in Portions of WF Instances
Troubleshooting Steps For Technician: Answer the following questions: Are you able to replicate?a. If not, proceed to the following questions.b. If yes, are you able to replicate across multiple accounts/multiple users/multiple WFs using that particular st...
Email Issues
Troubleshooting Steps For Technician: Answer the following questions: Are you able to replicate?a. Are you able to replicate in email delivery on both internal and external accounts? Is there any difference in success? Which types of emails are affected a...
Security Policy and MFA Authentication Issues
Troubleshooting Steps For Technician: Answer the following questions: Are you able to replicate?a. If it appears to be an Email Issue, please see the Email Issue playbook for more information. Are they still experiencing the issue in an incognito window? ...
Atlantis Introduction
Intent The Atlantis project encapsulates the next-gen architecture and UI/UX redesign for the Rubex application. The goal of this project is to improve the user experience, feature adoption, performance, maintainability, scalability, and extensibility of ...
C# Class Layout
The order of members in a C# class should be in order of instantiation and/or initialization generally, as follows: Constants and Fields Constants should be all uppercase, with each word separated by an underscore Fields should be private and camelCa...
C# Code Style
Layout of a class can be found here: C# Class Layout Use of Static Only use static when necessary. Please refactor cases you find where we are using static but shouldn't be or don't need to be. Properties It is preferred to use Properties instead of fie...