May 2018 Release Notes. Agiloft Version 6 R 10.2

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133 Hide tables from the left pane and menus

Added the option to hide tables from the left pane and any menus at Setup > Tables. Clicking 'Hide' in the Action Bar at Setup > Tables causes the table to no longer be visible in the toolbar and left pane.

Table permissions are stored by the system, and if the admin unhides the table, permissions will automatically be restored for the admin group. Other groups will have the same permissions as before hiding the table, except 'Show table on the Toolbar', which is set to No on hiding, and remains No after unhiding.

1869 Run-time Chart/Report filters now allow multi-select for Choice and Linked fields

Previously to allow for multiple values for a single field in a run-time filter or report, you had to add multiple OR conditions.  Now it is possible to use a multi-select in run-time filters for choice and linked fields. In the Saved Search wizard, the operators for "is fully contained in, <<" and "is not fully contained in, !<<" allow the user to select multiple options from the field at run-time.

When using a run-time search, you must select values in the pop-up window. De-selecting the checkbox in this screen will filter the search by "Any value".

This option works with Charts/Reports, too. When a saved search that includes a run-time filter is applied to a chart/report, the user will now be given the option to select any of the choice or linked options when the report is previewed or run.

The same operator can be used on linked fields such as Assigned to, Contract Owner, and so on to find records for multiple values in a single search/report.

1890 Added a title heading to the Entity Set dependency report

Added a title to the currently opened tab of the Entity Set Dependencies report, which can be generated at Setup > Sync > select entity set > Report entity set dependencies.

1891 Active Directory group discovery now allows for regex filters and full OU paths The process of discovering and filtering groups in the Active Directory wizard has been improved. You can filter group names using regex, and provide a full path to the OU from which Agiloft should retrieve groups.

1892 New options added to restrict group access by IP ranges

New settings were added to restrict specific groups from accessing the system unless they are located within a set of defined whitelisted IP address ranges. This can be helpful in cases where you want to ensure that employees are using the system from within the office, or using a company VPN. To configure IP address restrictions...

  1. Navigate to Setup > Access > IP Restrictions.

  2. In the Groups to be Restricted section, select all the groups that should be restricted by default. Any groups not selected will be permitted to access the system from any IP address.
  3. In the Whitelisted IP Ranges section, add a set of IP address ranges to whitelist for the selected groups.
  4. To whitelist individual users apart from groups, click the Whitelisted Users lookup and add users. This will allow these users to access the system even if they are behind a restricted IP address.

When a user belonging to a restricted group attempts to access the system outside of a whitelisted IP address, the following error message appears:

Note that if a user belongs to multiple groups, and one of them is included in the restricted groups list, they will still be checked and restricted from access if they are outside of the permitted address range, unless they are in the Whitelisted Users list.

1893 secureHotlink URL encryption function hides KB information from browsers

Created a new secureHotlink(url) function which encodes URLs for action buttons to hide the password from browsers. The function treats a URL as a hotlink, retrieves the project name from it, retrieves the public key for it and encrypts the URL as secured hotlink. For example:

secureHotlink("http://localhost:8080/gui2/login.jsp?keyID=0&KB=TESTKB&user=admin&am p;passwd=testpassword&state=Main")

is parsed as:


If the target server is unavailable for some reason, or the KB details are wrong, an empty URL will be returned as the secureHotlink, as the key could not be retrieved for encryption.
1898 Embedded Search Results fields are now all deletable

Previously, some special Embedded Search Result fields, such as those used in Adobe Sign tables, could not be deleted. Now, the Deletable option is available in the Embedded Search Result field wizard even for system-added fields, and it is possible to select whether Embedded Search Result type fields can be deleted.

1903 Display of Linked fields from inactive tables changed in layout editor In cases where a linked field refers to a table which is inactive, the Layout editor will not allow you to edit the fields. The reason for this is so that if the inactive table is re-activated, the fields and the permissions to them will be restored as they were before deactivation.  To make this clearer, now any linked fields to an inactive table are greyed out to make this easily distinguishable.  A message also appears if you attempt to drag the fields off or onto a layout.

These fields are not visible when the user creates, views, or edits records in the table.  They are only visible to admin users working with defining the layout.

1904 Sync progress report displays more detailed information while sync is happening

Improved the information displayed while sync is in progress. The screen now shows a list of the items being updated and their states, which may be In Progress, Queued, or Completed.

Clicking "Show less details" will collapse the sync progress report.

1906 Custom fonts can now be included in a Look and Feel scheme

Added the ability to use custom fonts in an Agiloft Look and Feel scheme. Navigate to Setup > Look and Feel > Manage Staff/End-User Scheme > Edit Scheme > Global tab to upload a new font into a knowledgebase. The Upload Custom Fonts option is an attached file field that accepts multiple fonts in .ttf format. 

Once fonts have been uploaded, they can be entered as Base Fonts by typing their name into the field, then selecting the auto-complete option when it finds the font name. This will be confirmed upon selection with a green icon.

Once uploaded, the custom font is available for selection in any of the Look and Feel schemes in the knowledgebase. It is not available in other KBs on the same server if it has not been uploaded to those KBs. Custom fonts may also be transferred via Look and Feel scheme sync. If a Look and Feel scheme uses a custom font, and a new scheme is created by copying the scheme, the custom font is defined according to the original scheme.

1907 Global Variables in formulas are hidden from users without Setup access Improved the security of the Formula Help wizard. The Global Variables tab of the Formula Help wizard now hides the list of enabled variables that are available from Setup > System > Manage Global Variables, if the user does not have Setup access or if their setup access is limited to selected tables.

 If the user belongs to a group which has access to Setup, then the Formula wizard contains all Global Variable values.
1908 Changed default export format to Excel 2007 (.xlsx) spreadsheet In the Export wizard, the default format has been changed from 'Tab-delimited text' to 'Excel 2007 (.xlsx) spreadsheet', as this is the format most commonly used for data exports.
1909 Charts and Reports color schemes can now be customized in the look and feel The Look and Feel wizard now allows you to define the appearance of charts and reports. A new Charts/Reports tab was added to the wizard, at Setup > Look and Feel > Manage Staff Schemes > edit a scheme > Charts/Reports tab.

This tab contains the following options:

Report Grouping Header - Defines the font and color scheme for report header groupings.

Chart Plot - Defines the color scheme for the chart background and plot.

Chart Legend - Defines the color scheme for the chart legend.

Chart Series - Defines the color scheme for the chart segments.

1910 Performance optimizations for Saved Search deletion The Search Integrity Manager was optimized for faster lookup of dependent columns, which has improved the speed of deleting saved searches. 
1911 Company logo is now a link to the Home Page

The company logo in the upper left of the power interface now redirects users to their default Home Page.  In the Administrator console, the logo directs users to the Setup screen.

1916 Actions tab added to the Table wizard

In the Table setup, a new Actions tab was added, which allows you to create, edit and delete all table actions. Previously this was only possible by editing rules or action buttons.

This tab functions identically to the action wizards in rules or actions buttons. The available action types are listed on the top, and the list of table actions is displayed below, where you can edit or delete any action type.