What’s new with Agiloft? A look at the 2019 Spring Release

All of us at Agiloft are budding with excitement to announce a new suite of enhancements to the Agiloft platform. With the 2019 Spring Release, we focused on increasing usability and productivity with new data analysis tools and navigation as well as with new advanced platform features and integrations. Whether using Agiloft for Contract Management, IT Service Management, or as a custom workflow application, these new enhancements will help you further streamline your business processes and improve your overall Agiloft experience.

Below is a summary of some of the new features. If you would like more detailed information about these enhancements please read the Release Notes or refer to the What’s New page in the Agiloft Help Wiki.

Usability enhancements

Agiloft heat bars

We have added Heat bars to aid productivity and make numeric data easier to read at a glance. This will make it lot easier to see proportions, show the progress of a task or approval workflow, or quickly check the status of other documents or processes.

Singleton checkboxes have also been added to the interface. These can be used to trigger rules, hide fields, or represent a true or false statement.

The new expanded table view now displays images, as seen below:

Agiloft table view images

Also, the expanded table view includes summary popovers to quickly analyze and edit record data.

Agiloft table summary popover

New record forms provide fresh customizations for records including a left- or right-aligned common area, save and cancel without scrolling, icons in relationship diagrams, and more.

Agiloft record form

New report actions let users run reports directly from records, using information from the record as a run-time input.

Improvements to navigation

New improvements to navigation enable users to open individual records from hyperlinks and utilize shortcuts for Last Opened and My Assigned, reducing time spent accessing some of your most viewed and edited records.

Advanced features

This spring we are excited to release AI-based metadata extraction, which will pull metadata from PDF files and scanned images using Intelligent OCR to rapidly reduce the time spent creating new records from existing documents.

We are also rolling out concurrent editing to allow multiple users to edit MS Word and Excel documents simultaneously and streamline the review and approval process.

Also, our improved Salesforce integration now accommodates Custom Salesforce Objects for increased flexibility between Agiloft and Salesforce.

For a complete tour of the enhancements discussed above, please watch our 2019 Spring Release Webinar below.


Spring Release Community Chat – Tuesday, June 25th 11AM PDT

If you have questions about the new release or any of the above enhancements, please join us for our 2019 Spring Release Community Chat this Tuesday, June 25th at 11:00AM PDT.

To join the chat, go to the Themed Discussions chat room in the Agiloft Community.

If you haven’t yet joined the Agiloft Community, it is a great place to learn Agiloft tips and tricks, connect with other Agiloft users, and get your questions answered from Agiloft implementers, partners, and other Power Users. Your Agiloft Support username and password are your credentials to log in to the community. You can create an Agiloft Support login here.