August 2020 Interim Release Notes

To take advantages of the features and fixes described in a release note, check the listed SVN number and compare it to the version number in your system. Your version must be the same or higher than the SVN for the release note. To find your version, go to Help > About Agiloft and locate the last part of the release ID: release_2019_02-25744-1145-r209796.

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ID Summary Resolution Added in Revision Number
2319 Train custom AI models with new Enterprise Extended license

Agiloft's new Extended Enterprise license allows you to create and train your own machine learning models, giving you full access to the capabilities of the Agiloft AI Core. Users with an Enterprise Extended license also gain the added benefit of unlimited custom modules and around-the-clock named support. 

To discuss how your company can acquire an Enterprise Extended license, contact your sales representative or email

2320 Directly map Machine Learning model output data to records in Agiloft

Agiloft AI Core Machine Learning actions can now be used to directly map outputs from clause and metadata extraction models into one or more records due to new sections that have been added to the Task tab of the Machine Learning action wizard, and the addition of a new Import Action feature. 

If "Update a single record" is selected, an option to "Choose the Record Based on ID" appears which always you to choose the record that should be updated. 

If "Create/update multiple records" is selected, the output is converted into a JSON field. A new feature of the Import Action allows you to map the JSON output into the table and fields of your choice. This can create multiple new records or be used to update specific fields in existing records.

For information on how to configure a Machine Learning action using the new features, see the Extracting Content section of Extracting Data with AI.

2309 Retrieve artifacts after model training
In the Training tab of an AI Model record, data scientists can now download the full set of training artifacts, or outputs, for more detail on the model training metrics. You can now download the full set of training artifacts to a zip file.

There are separate zip files for each instance of training that the model has undergone. These zip files contain text documents with detailed information about the model's training data, such as the model's confusion matrix, confidence scores per label, total scores, and validation results.

To download these zip files, simply navigate to the Training tab of the relevant AI Model record and click the artifact file you would like to download. Once you have the file downloaded, unzip it to access the individual documents.
209169, 209165
2328 Import JSON text to other Agiloft fields
Pull data directly from a JSON source field into other fields in Agiloft with a new Import action function. JSON source fields are text fields that are designed to contain JSON objects. This enhancement is especially useful for processing Machine Learning models where the output is JSON-formatted text into multiple records, although JSON text can be useful in scripting and other contexts as well. After the JSON text is added to the JSON source field, you can map relevant values to other fields. 

When an Import action runs on a text field that contains data, the system parses the content and outputs the selected data as text to a new record. This data, seen under the Sample Data column in the image below, can be mapped to relevant text fields in the new record by configuring the Fields tab of the Import Action. For example, in the second image below the JSON attributes for the job title of the contract signee and the name of the contract signee is the Sample Data, and can be mapped to fill fields such as Job Title and Employee, respectively.

To set up an Import action to parse a JSON Source field:

  1. Create an Import action and on the Data Source tab, select the new "Text field in the current table" option. This option includes a drop-down list where you can select the relevant text field, such as JSON source. 

  2. In the Upload Sample section, paste sample text in the box that follows the same format that is used in the selected field. 
  3. Navigate to the Fields tab and map the JSON attributes, to other fields in the table.

205166, 204831, 204781, 204700, 204127
2317 Access Amazon SageMaker with an Agiloft-managed AWS account
If you're interested in using Amazon SageMaker with the Agiloft AI Core, but are unable to provide your own AWS account, Agiloft can configure and manage a dedicated AWS account to host your machine learning models. Agiloft AI Core uses Amazon SageMaker to build, train, and deploy machine learning models. To deploy the AI Credential for Amazon SageMaker in Agiloft, you need to connect to an active AWS account during setup.

It is recommended to use your own AWS accounts when possible. If you choose to have Agiloft create and maintain an AWS account for you, the cost of maintaining this account is passed on as part of your regular invoice. An Enterprise Extended license is not required for integration with Amazon SageMaker.

To discuss how your company can request an AWS account, contact your sales representative or email

2306 Office 365 Retiring Basic Authentication

If you use a Microsoft Exchange or Office 365 email account as an inbound email address with Agiloft, you must update your configuration by October 2020 to Microsoft's new authentication requirements. Otherwise, when the new requirements are put in effect, these email accounts will stop working.

To update your configuration, you need to configure Agiloft to connect with Azure Active Directory, and then update the affected email accounts with your Azure credentials to perform authentication. Refer to Microsoft Exchange and Office 365 Email Accounts for detailed steps.

208895, 208889, 207972, 207971
2327 Easily export HTML and XML content as plain text

HTML and XML formatting can be difficult to work with in exported data, especially if that data is used for reporting or passed on to another system or process. Now, KB content that is represented in HTML or XML can automatically be exported as plain text instead, stripping out unnecessary code and tags. This option is available in several export workflows: 

  • Initiating a manual export from Setup > Export. On the Options tab, select the "Convert HTML/XML in text fields to plain text" check box.
  • Creating an Export action in a table. On the Options tab, select the "Convert HTML/XML in text fields to plain text" check box.
  • Creating a chart or report. On the Filter tab, select the "Convert HTML/XML in text fields to plain text" check box.

This option is turned off by default.

2366 Use OCR actions to generate plain text output
Optical Character Recognition (OCR) actions in Agiloft have become more flexible thanks to a new option that allows users to store the output as a plain text file. Plain text files are much easier to work with if you need to do additional processing on the OCR output, such as parsing the text or passing it to an integrated system. Previously, all OCR output was in PDF format.

To use this new option, create or edit an OCR action, navigate to the Options tab, and select Text in the new Output File Format option. For more information, see OCR Action.
2333 New option to ignore errors in OCR actions
OCR actions now have improved flexibility for handling errors when the action is run by a rule. The OCR action wizard now offers the option to ignore errors from corrupted PDFs, which allows the rule to continue running even if a corrupted document causes a problem with the OCR action. For example, if you use a rule to run OCR on batches of files, ignoring errors allows the rest of the batch to be processed after encountering one corrupted file. Previously, these errors caused the rule to stop running entirely.

This option has no effect on actions run by action buttons. If a corrupted document causes an error in this case, all actions from the action button stop running. 

For more information about OCR actions, see OCR Action.

2310 New sync utility to identify and repair linked field issues

If you need to run an entity set sync with linked field auto-propagation disabled, you can use a new utility to analyze and repair linked field issues that arose from the sync. The new LF Propagation Check utility checks the KB for records where the value of a linked field is misleading or missing. These records are listed in a report and broken down by table, making it easy to check individual records. You can use the Repair LF or Repair All LFs button to automatically attempt a repair for the linked field value. The repair options generate their own report on what was changed to repair the record.

To run the utility: 

  1. Log in to the Admin Console and go to Setup > Repair. 
  2. Select a KB.
  3. Click LF Propagation Check.

  4. In the report, review the flagged fields in each table. You can click the red hyperlink to see a list of the affected records.

  5. Repair individual linked fields with Repair LF, or use Repair All LFs to repair all the linked fields in a given table.
  6. Using a repair option generates a report with details on what was changed.

For more information about sync, see Pushing Changes to Production.

208031, 208026, 208015, 208014, 208010
2314 New warning when running sync without linked field auto-propagation

Running a sync without linked field auto-propagation now triggers a warning. This warning advises the user that potential side effects may occur, and to make sure this option is disabled on purpose. Linked field auto-propagation is important for sync because it makes sure linked fields are populated correctly when they are transferred or changed. Sometimes this feature is disabled on purpose, such as if the KBs involve a large number of records or a lot of linked field columns. This warning helps prevent users from accidentally leaving the option disabled.  

Linked field auto-propagation is enabled and disabled using a Setup Assistant command. For more information, see Pushing Changes to Production.

2313 Entity set dependencies report now includes records
Syncing an entity set sometimes requires syncing records as well as entities, usually when a record is used as a default value or search condition. Previously, these records were not visible anywhere before or during sync, which made it difficult to prepare for or troubleshoot them. Now, when you select an entity set and click Report Entity Set Dependencies, the report includes a Records tab that lists any records being synced as dependencies.

In general, sync is not intended to transfer records. This feature was added for visibility and to make it easier to troubleshoot sync issues and adequately prepare for any necessary cleanup in the target KB after sync.

For more information about sync, see Pushing Changes to Production.
207638, 207624
2311 Final sync reports now include report on transferred records
After completing an entity set sync, the final sync report now includes a linked report on any records that may have been transferred. While sync is not generally used to transfer record data, records are sometimes included as dependencies, usually when a record is used as a default value or search condition. This report makes it easier to review all the transferred records so they can be checked in the target KB after sync.

The record includes the type of record, record ID, and summary value in both the source and target KBs, the sync operation, and the sync progress.

2296 Improved sync performance
Running sync from an entity set which includes one or more tables that are new to the target KB have been optimized to be quicker and more efficient. This improvement is especially noticeable during an indirect sync when a carrier KB file is created, as carrier KB files are created from scratch and do not contain any tables by default.
202976, 202975
2299 Control KB export permission for admins
Exporting a KB is resource-intensive and can involve a lot of sensitive data. You can now use a global variable in the Admin Console to control whether administrators have permission to export KBs in Agiloft format in the Power User Interface. Removing this permission can avoid performance and disk space problems by preventing multiple or very large exports on servers where several KBs are hosted together.

By default, this variable is set to Yes, so admins do not lose access unless you change the variable setting. If you change the variable to No, admins can no longer select the Agiloft option on the Data Format tab, which prevents exporting complete KBs. Admins are still able to export the data in the KB using a different data format.

To view or change this global variable, log in to the Admin Console and go to General > Variables and edit the "Allow KB admins to export their KB" global variable. Set the value to No to restrict access; set the value to Yes to provide access.

2318 Python upgraded to version 3.7.4 The default version of Python has been upgraded to 3.7.4. By default, previous versions of Python are not supported.

If you need to use a different version of Python, go to Setup > System > Manage Global Variables, locate the "Location of external Python directory" global variable, and enter the location of the appropriate Python version in the format "python.dir=/filepath". For example: externalpythonlocation=/user/bin/
2297 File size limits now checked before upload
When a File with Versioning field has a maximum file size defined, the system now checks the size of the selected files before processing the actual upload. This saves time for the user, who no longer has to wait for the whole file to upload before learning the file is too large.


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ID Summary Resolution Added in Revision Number
2338 Export data in a JSON array

When exporting record data in JSON format, the output format is now a JSON array that contains all the JSON objects, instead of exporting each line as an independent JSON object. JSON arrays are more efficient for storing groupings of similar items. You can initiate an export from Actions > Export in the action bar of a table, or create and run an Export Action. Ensure that JSON is selected on the Data Format tab. For more information about exporting data, see Exporting Record Data.

Previously, each selected record was exported as an individual JSON line. Now, each selected record is exported as an object within the JSON array. You can essentially store each record in a given table within one JSON array. 

2342 Create unlimited drill-down levels in charts
Deeply analyze your data with unlimited drill-down levels in charts. Previously, charts supported only four levels of drill-down filters.
2361 Include History with Export actions
Export actions now support including History field content in the export file as long as the output format is either XML or JSON. Previously, History field content could not be exported with an Export action using any output format.
2364 Show no new values for History entries
The History field setting "Show the new value for these fields" now allows you to deselect all fields. This configuration option results in the History field showing no field updates in the Modified Fields column. Updated values will still be visible within each individual History entry.
2346 Export unlimited multi-value linked field values
Exporting is no longer limited to the first 100 values of linked fields with multiple values enabled (MVE). Now, all values are exported.
2340 Corrected available configuration settings for Calculate Risk Score actions
The options for "After executing actions" now appear in the General tab of the Action Button wizard during the configuration of a Calculate Risk Score action. Previously, these options were not available for this type of action.

2330 Generate DIFF files from Agiloft with fewer errors
Generating a DIFF file, or difference file, when comparing Agiloft KBs including inactive tables no longer causes an error. Previously, file generation in this situation could result in an error.

2354 Use hotlinks to direct to desktop version on mobile devices
SAML SSO login hotlinks now offer a parameter that always directs the user to the Power User Interface, even on mobile devices. To use this in a hotlink, include $notmobile=true in the SSO login URL. For example: https://<server>/gui2/samlssologin.jsp?kb=<kbname>?$notmobile=true

For more information about hotlinks and their construction, see Hyperlink Syntax and Examples.
2348 Increased security on invalid login warnings
The invalid login warning shown when an account is locked has been made more secure. The warning now exposes less detail, making the content of the warning safer in the event of an attempted unauthorized login. These warnings no longer include the lock time or the number of invalid login attempts remaining.
2347 Improved error message for History table size issue
When the row size limit is exceeded for the History table, the system now shows an informative error message stating that the table contains too many columns and might be approaching the database limit.
2341 Security improvements

Agiloft has added the following security improvements:

  • XSS / Injections protection in GUI wizards and controls
  • Service resources protection by admin permissions
  • Improved security of KB list controls in GUI wizards
  • jQuery upgraded to 3.5.1
  • Perl upgraded to 

2344 Fixed sync of conversion options Fixed a sync issue where Conversions Mappings did not successfully transfer the option "Do not map null values". This option now syncs correctly. 205065, 205064
2343 Fixed sync of Relationship Diagram fields
Fixed a sync issue where Relationship Diagram fields did not successfully transfer all configuration options. Now, all options for this data type sync properly.
205019, 2050726
2337 Fixed sync error for KBs with inactive tables
You can now sync an entity set without issue even if the entity set contains tables that are inactive in one of the KBs. Previously, this function could occasionally cause errors.
2355 MySQL-connector Python module
The native Agiloft installation of Python now includes the MySQL-connector module by default. Python scripts can use this module directly without manual installation.
2350 SELinux installation support
The Agiloft installer now supports Security-Enhanced Linux (SELinux) operating systems. Previously, Agiloft could not be installed with SELinux.
2329 Corrected logic for deactivating system tables
To protect system stability and ensure the system functions as expected, system tables are no longer available for deactivation. Tables that were created by users or as part of the standard system are still available for deactivation as needed. A list of system tables can be found here.
2339 Corrected permissions logic for Chart/Report widgets An issue in Chart/Report widgets, which previously allowed users to view reports without having the appropriate permissions, is now fixed. 208447
2336 Fixed MySQL connector issue in custom MySQL installations An installer failure that could occur when a remote MySQL instance is used with a custom MySQL Connector location has been fixed. When working with custom databases, always follow the steps described on the Installation with Custom Databases page. 209846,209863
2352 General performance improvements

In general, performance has been improved in multiple areas: 

  • Searches
  • Record View/Edit
  • Related Tables
  • History
  • Permission controls

204165, 203938
2334 Fixed memory leaks Fixed memory leaks on linked field structures, running drill-down charts, and working in system wizards. 208968
2362 Fixed issue with Import for Append-Only fields
Fixed an issue when importing content to an append-only text field where the "Overwrite with new data" option was ignored in some cases. Now, this option is consistently respected, and the imported content replaces the existing content instead of being appended.
2360 Fixed linked field population for related record creation
Fixed an issue with linked fields that occurred when a new record was created from a related table. The error limited the number of linked values available for selection in a drop-down display to 50. This limitation was removed.
204839, 204838
2365 Fixed creation of Linked Fields with long names
Fixed a problem that prevented the creation of a new linked field set if the source table name was extremely long.
2363 Fixed email template team visibility
Fixed an issue with email template visibility where a template's allowed teams were compared only to the user's primary team, rather than all the user's teams. Now, email templates are visible when any of a user's teams match the template's allowed teams. 
2359 Fixed DocuSign Connect issue Fixed an issue that prevented DocuSign Connect from integrating when the KB name contains spaces. 207666
2358 Fixed record creation hotlinks for SAML SSO Fixed SAML SSO hotlinks that redirect users to pages where they can create new records. Now, SAML SSO hotlinks such as correctly direct the user to the record creation page. Previously, these hotlinks brought users to the main page instead. 204400
2357 Fixed exit handling for SAML SSO hotlinks Fixed incorrect exit redirections for SAML SSO hotlinks. Now, SAML SSO hotlinks no longer ignore the exitURL and cancelURL parameters. 202866
2353 Fixed linked field issue in Salesforce integration
Fixed an issue that prevented linked field sets from being updated properly between Agiloft and Salesforce when the integration includes custom objects within Salesforce.
210203, 210202