February 2023 (Release 24.1) Release Notes

Number of Items:
25
Category :
Enhancement
Number of Items:
7
ID Summary Resolution
2716 Easily view .docx and PDF files directly in Agiloft Previously, to view files stored in records, you needed to download the file and then open it in a supported application outside of Agiloft, such as Microsoft Word. Now, with the new document viewer feature, you can view .docx and PDF files directly in Agiloft.
 
PDFs open with a single click, while .docx files still offer a choice between viewing and editing. Clicking View File now opens the file directly in the document viewer, while clicking Edit and Checkout still requires a full word processing tool.

Option to view file
 
The document viewer is easy to use, and viewing files directly in Agiloft helps you enjoy a more streamlined workflow without needing to bounce between multiple programs to accomplish simple tasks. It also provides a more secure viewing experience, a helpful text search, and a convenient way to download the document. To move the viewer to a new tab, simply click the pop-out icon. If you prefer to always open it in a new tab, go to User Menu > Preferences > General Preferences and select the option to open the doc viewer in a new browser tab. 

Example doc in doc viewer

As part of this change, the Open PDF in Browser global variable is no longer needed, and has been deprecated.
2720 Updated UI now extended to embedded tables and EUI tables All tables found in the EUI, as well as all embedded tables, now enjoy the same improvements that were introduced with the new UI.
  • Use the new mini Quick Search, which makes records in embedded tables easier to find.
    EUI search bar
  • Easily add, edit, or remove filters using the new simple search filter capabilities.
  • Drag and drop columns to rearrange their order, as well as adjust width.
  • These tables are now responsive to your browser size.
This change is automatic upon upgrade, and doesn't require any action from you. However, you might want to make some adjustments to the EUI to remove the old search bar. You can do this in about 15 minutes, but we recommend doing it outside of business hours. 

To remove the old search bar:
  1. Log in to your KB as an admin or business admin. Make sure you're in the Power User Interface.
  2. Go to the EUI Templates table.
  3. Click the selection box in the top left corner and select all records.
  4. In the Action Bar, use Export to export the records in XML format. For detailed steps, see Exporting Record Data . This is your backup in case you need to revert your changes.
  5. Repeat step 3 to select all the records again.
  6. In the Action Bar, click Mass Edit or Edit. 
    1. On the Select Fields tab, select the Body field.
    2. On the Update tab, select the "A formula" radio button.
    3. In the input box, enter this string: replace(replace(replace(replace($body, "showfastsearch=false","showfastsearch=true"), "showLabel=false","showLabel=true"),"<h2>\\$ewText .*<\\/h2>",""),"#ew_include.*-search\\.htm\"\\)","") 
    4. Click Next to proceed to the Confirm tab.
    5. Clear all the selection boxes.
    6. Click Finish and wait for the records to be updated.
  7. Log in to the EUI and open the available tables. Make sure you see only the new search bar, and that everything else works as expected.
Just in case step 7 reveals problems with your EUI, you can revert your changes by following the steps below:
  1. Log in to your KB as an admin or business admin. Make sure you're in the Power User Interface.
  2. Go to the EUI Templates table.
  3. Click the selection box in the top left corner and select all records.
  4. Delete the records. Note that you might need to edit the Action Bar and add a Delete button in order to do this.
  5. In the Action Bar, use Import to import the XML files you downloaded. For detailed steps, see Importing Record Data.
  6. When the import is complete, your EUI will be reverted to the previous state. To troubleshoot the issue that caused you to revert, reach out to Support for assistance.
2714 Introducing ConvoAI, with Genius™ powered by Cognizer ConvoAI is a document search feature for Agiloft that is enriched by the AI of Genius™ powered by Cognizer.
 
You can use ConvoAI to quickly find valuable information in your KB's database of contract documents. To use ConvoAI, simply enter a question into the global search bar of a KB or a chat in Microsoft Teams, and ConvoAI will answer.
 
ConvoAI can handle all kinds of inquiries, ranging from a simple and direct "Show all contracts" to questions that dig into the details of a contract, like "What is the notice period to terminate for convenience in the agreement with Cerulean Energy Inc.?"
 
 
In response, ConvoAI lists how many records fit your criteria, either in the table view of your KB or as a chat in Teams. In Teams, only the first three records are shown, but you can click to open the full list in your KB. Each record is also assigned a confidence score - high, medium, or low - that indicates how sure Genius™ is that the record is relevant. You can even ask up to ten follow-up questions!
 
 
ConvoAI is available for early adopters who are interested in trying it out and providing feedback. To be eligible, you must be on U.S.-based shared servers, and you must enable the new UI if you haven't already. If you're interested, fill out the sign-up form here.
2726 Exported files now organized into folders Exporting records that have attached files can involve a lot of documents to sift through. To make this process easier, these documents can now be automatically organized in folders according to record ID. You can optionally organize them further by selecting a Choice field or linked Choice field to group related records together.
 
For example, you might select the Record Type to group the records together with similar types of contracts, or you might select Status to group the records according to where they are in the contract lifecycle.

To organize your records into folders, select the records and click Export. On the Options tab, after you set "Include attached files" to Yes, set "Export files to folders" to Yes. If you want to organize the record folders, use "Store files in folders named after a list field value" to select a field. This categorizes the record folders according to the value selected in that field. Note that some data types are not supported for naming, so you might not see every field listed here.

For more information about exports, see Exporting Record Data.
2802 Updates to hotlink login page When you click a hotlink to open Agiloft, the login screen now offers a Remember Me checkbox to automatically fill the Username field.
2803 UI improvements for table view dashboard widgets Table widgets for dashboards now use the same responsive layout, updated action bar, and improved quick search that were added to tables elsewhere in the system.
 
Example table widget
2794 New formula function isWorkingTime New formula function isWorkingTime makes it easy to incorporate teams' working hours into formulas, templates, and calculations in your system. The new function accepts the team name and then the date and time in question, and returns True if the specified time is within that team's working hours, and False if it is not.

Category :
Bug
Number of Items:
18
ID Summary Resolution
2747 Fixed an issue with background services
Fixed an issue where certain services stopped running when errors occurred in rule execution. Now, this does not affect these services.
2781 Fixed an unclear error message
Fixed an issue where using Create and Preview on a DocuSign envelope that exceeded DocuSign's 25MB file limit resulted in an unclear error message.
2775 Fixed an issue with multiple DocuSign accounts
Fixed an issue where utilizing multiple DocuSign integrations caused status updates to be missed when an admin made edits in one of the integration accounts.
2771 Fixed an issue with DocuSign signers
Fixed an issue where signers who declined a DocuSign envelope were not consistently captured with their Declined Reason and Timestamp.
2770 Fixed an issue with inactivity timeout
Fixed an issue that prevented some users from being automatically logged out due to inactivity.
2761 Fixed an issue with exporting email templates
Fixed an issue with exporting email templates while "Convert HTML/XML in text fields to plain text" is enabled.
2760 Fixed an issue with linked field sets
Fixed an issue where adding a new field to an existing linked field set and changing the display name of that field caused it to not populate properly.
2759 Fixed an issue with multiple DocuSign accounts
Fixed an issue where DocuSign envelopes showed the ID of the original attachment when a versioned attachment was actually included. Now, the ID of the versioned attachment is used.
2749 Fixed an issue with the LF Repair tool
Fixed an issue with the LF Repair tool in the admin console.
2742 Fixed an issue with Conversion actions
Fixed an issue where a Conversion action run from the mobile user interface caused an error.
2740 Fixed an issue with importing Date values
Fixed an issue that prevented record import when the first listed records included empty Date values, but later records included filled Date values.
2738 Fixed an issue with OCR actions
Fixed an issue on some servers where selecting the option to "Evaluate document quality and run OCR only if OCR is needed" prevented the OCR action from running, even if OCR was necessary.
2737 Fixed an issue with linked field sets
Fixed an issue with linked field sets that could cause fields to incorrectly appear blank.
2735 Fixed an issue with Quick Search fields
Fixed an issue where adding a multi-value linked field to Quick Search sometimes removed other fields from the search.
2785 Fixed an issue with searches
Fixed an issue where searches did not properly apply a global variable based on a compound field.
2786 Fixed an issue with searches
Fixed an issue where a mismatch in column name and database name resulted in incorrect search results.
2789 Fixed an issue with combined reports
Fixed an issue where combined reports could show only text and not include graphical charts when downloaded from the Save As button.
2801 Fix to record edit hotlinks Fixed an issue where hotlinks that open a record for editing sometimes opened the default dashboard instead when the user logged in with OAuth.

April 2023 Maintenance Release

Number of Items:
26
Category :
Enhancement
Number of Items:
6
ID Summary Resolution
2812 Print directly from the doc viewer Use the new print icon to print or save documents directly from the doc viewer in Agiloft.
 
Doc viewer with print icon
2810 Use Microsoft Graph for email processing in Agiloft
Agiloft now supports using Microsoft Graph for email processing if you use Office 365. With Graph, you can leverage your O365 configuration to handle inbound and outbound email. Setup requires a review of your Azure Active Directory configuration and a minor change to your SMTP server settings. Agiloft supports using Graph for both device and client code flows.



For more information about setting up your email servers, see Configure Email with Microsoft Graph.
2822 Outlook app now marks emails that have already been imported When you send information from an email to Agiloft using the Agiloft Contract Assistant for Outlook, the email is now tagged with a blue icon to show it's been sent. This shows you which emails are already represented in Agiloft, and confirms that an email was successfully imported.
2813 Exclude history and communication data from KB backups and exports Back up your KB or export its contents without bloating the file size with history and communication data. The backup feature, ewimpex utility, and KB export now offer the option to exclude history and communication data. Whichever tool you use, you can select to exclude attached files, exclude history and communication data, or exclude all three.

For more information about backups, see Creating Backup Files and Using Command Line Utilities. For more information about exporting a KB, see Transferring Knowledgebases Across Servers.
2814 Improved SSO login options for hotlinks When you follow a hotlink that requires you to log in, the login screen now reflects the SSO options that are available in the KB. After you log in with SSO for the first time, your account is marked as an SSO user, and when you follow hotlinks in the future, they will use SSO automatically.

In KBs without SSO enabled, the SSO buttons no longer appear on the hotlink login screen, to prevent user confusion.
2811 "Forgot password" option now available from login hotlinks When you click a hotlink that requires you to log in, the login page now includes the "Forgot Password" option. This works the same way as the "Forgot Password" option on the main login page, where you must enter a login or email address and then use a temporary link to set a new password. 
 
This option is not available if your KB is not configured to allow manual password reset. For more information, see Change Passwords.

Category :
Bug
Number of Items:
20
ID Summary Resolution
2835 Fixed an issue with global search results Fixed an issue where global search did not show the full table of results.
2847 Fixed an issue with views Fixed an issue where selecting a new view did not automatically refresh the page.
2846 Fixed an issue with importing JSON content Fixed an issue that sometimes prevented importing JSON files into records.
2845 Fixed an issue with DocuSign recipients Fixed an issue that prevented adding multiple DocuSign recipients at once.
2844 Fixed an issue with embedded tables Fixed an issue that prevented embedded tables from automatically refreshing after checking out a file for editing.
2843 Fixed an issue with monthly reports Fixed an issue with monthly reports where the Starting date could have the wrong year applied.
2842 Fixed an issue with embedded communication tables Fixed an issue that prevented the full action bar from appearing on embedded communications tables when viewing a record. Now, if configured to show a full action bar, the full action bar appears in this scenario.
2841 Fixed an issue with OCR temporary files Fixed an issue with temporary file storage for OCR actions.
2840 Fixed an issue with graphical charts Fixed an issue that prevented access to the list of records from a graphical chart. Now, clicking the chart opens a list of records, as expected.
2839 Fixed an issue with dashboards Fixed an issue with table dashboard widgets where maximizing the table did not utilize the whole window until it was refreshed. Now, when the table widget is maximized, the table automatically resizes to fit the space.
2838 Fixed an issue with global search results Fixed an issue that caused some table names to appear truncated in global search results.
2837 Fixed an issue with LDAP Fixed an issue that prevented users from logging in if they were assigned an email in LDAP that had previously been associated with a different user. Now, these users are able to log in.
2836 Fixed an issue with search filters Fixed an issue with search filters where the filter used the same character limit as the field being searched. When searching multiple values, this limit was too small.
2834 Fixed an issue with password reset Fixed an error that occurred when a user reset a password and then clicked "Back to Login Page."
2833 Fixed an issue with password-protected PDFs Fixed an issue when opening password-protected PDFs in the document viewer. Previously, the user was prompted for the password without permitting a download. Now, the download icon appears in the top right corner. The password is still required to actually view the file contents.
2832 Fixed an issue with popovers Fixed an issue where the Copy Link option did not work from popovers in the table view.
2831 Fixed an issue with action buttons Fixed an issue with the permission setting that allows specified groups to execute actions when the action button is visible to them. Now, this option behaves as expected.
2830 Fixed an issue with copying People records Fixed an issue that prevented copying multiple People records from the table view.
2829 Fixed an issue with the Word app Fixed an issue where saving a large number of new tags in the Word app could cause an error.
2817 Fix to embedded tables Fixed an issue that caused embedded tables to occasionally appear collapsed when they should be expanded.
2848 Security enhancements Additional enhancements have been made to improve the security of your system.

May 2023 Maintenance Release

Number of Items:
32
 
Category :
Bug
 
Number of Items:
32
 
ID Summary Resolution
2889 Fixed an issue with Look and Feel schemes Fixed an issue with cache that sometimes caused updated icons and fonts not to immediately appear after an update to a Look and Feel scheme.
2910 Fixed an issue with the layout editor Fixed an issue that sometimes caused the Layout tab preview not to show a new tab or new heading, but then commit that new element to the finished record form. Now, the Layout tab preview behaves as expected, and changes are not added to the record form unless saved.
2909 Fixed an issue with search settings Fixed an issue that occasionally prevented the String checkbox from being applied in a saved search. Now, if the String checkbox is selected, searches are treated as strings by default, as expected.
2908 Fixed an issue with conversions Fixed an issue where a Conversion action sometimes did not convert every selected value, in fields where multiple values were selected. Now, the user selection is converted as expected.
2907 Fixed an issue with record hyperlinks Fixed an issue where clicking a link directly to a record did not take the user to the record if they logged in with SAML. Now, after logging in, the user is brought to the record, as expected.
2906 Fixed an issue with HTML reports Fixed an issue where opening an HTML report directly from an email did not always render the formatting properly in the browser, even though the formatting was intact if the file was downloaded. Now, the report is formatted properly when opened directly in the browser.
2903 Fixed an issue with column width Fixed an issue that caused failed updates when syncing with the Salesforce Managed Package.

For users who had previously installed the SFMP with the Include CPQ option, you may need to manually update your system to fix the issue. To do so, set the length of the following fields to 18 or more.
  • sf_id in the sf_product table
  • sf_id in the sf_contract_product table
  • line_item_id in the sf_product table
  • line_item_id in the sf_contract_product table
2898 Fixed an issue with sorting arrows Fixed an issue in global search where sorting on multiple columns in the search results did not show the correct arrows to reflect the sorting method. Now, the arrows reflect the sorting correctly.
2897 Fixed an issue with popovers Fixed an issue with modal windows when a user opens a table view from a dashboard widget, and then clicks a popover in the table view modal window. Previously, the popover appeared behind the table view modal, so it was not visible or accessible for the user. Now, it appears in front of the table view modal, as expected.
2896 Fixed an issue with password reset Fixed an issue that sometimes prevented password reset when a user clicked Forgot Password. Now, the user receives a reset email, as expected.
2895 Fixed an issue with time-based rules Fixed an issue that prevented time-based rules from running if the table was locked by a user at the same time the rule began.
2894 Fixed an issue with group creation Fixed an issue that caused a system error when trying to create a new group after the failed deployment of an integration. Now, groups can be created without issue.
2893 Fixed an issue with split view Fixed an issue that sometimes caused attachments not to appear when the record tab was opened in split view. Now, attachments consistently appear when the tab is opened.
2892 Fixed an issue with End User Interface Fixed an issue that caused a system error when sorting in the EUI, if the ID field is not included in the table view. Now, sorting works as expected regardless of the presence of the ID column.
2891 Fixed an issue with mobile UI Fixed an issue in the mobile user interface that prevented sorting records in the table view. Now, sorting works as expected.
2890 Fixed an issue with system emails on mobile devices Fixed an issue that caused illegible formatting when system emails were viewed on mobile devices, if the system email used the Fields Included feature to add field values. Now, these field values are formatted correctly on mobile devices.
2855 Fix to Conversion actions Fixed an issue that prevented Conversion actions from running when the table was configured to apply default values to a linked field with multiple values enabled, which populated with tens of thousands of linked records.
2888 Fixed an issue with dependent visibility Fixed an issue where dependent visibility fields sometimes did not appear as expected, due to an interaction with attached files. Now, these fields appear according to the visibility configuration.
2887 Fixed an issue with editing attachments Fixed an issue that locked the attachment indefinitely if a user checked the file out for editing and logged out instead of checking the file back in. Now, after 24 hours, any changes are synced and the file is checked back in.
2878 Fixed an issue with Microsoft Dynamics integration Fixed an issue that caused Dynamics sync to fail if it took more than an hour to complete.
2873 Fixed an issue on mobile UI Fixed an issue in the mobile UI that caused form tabs to disappear under some circumstances.
2872 Fixed an issue with Mac file versioning Fixed an issue where editing a document on a Mac computer saved the changes as a new version of the document, instead of saving the changes as a separate attachment, as configured. Now, edits made on Mac are handled as configured.
2867 Fixed an issue with attachments Fixed an issue with related records where related records were created but did not inherit the proper linked field values from the parent record. Now, these values are inherited correctly.
2866 Fixed an issue with saved searches Fixed an issue with saved searches where searching for a field that overlaps with items in a linked field with multiple values enabled would incorrectly interpret the commas between multiple values, and return no results when there should have been search results. Now, the expected search results appear.
2865 Fixed an issue with linked fields Fixed an issue that sometimes occurred when editing a linked field, typing in part of the record name, and selecting the record based on a partial match. Previously, selecting a record this way did not always save correctly. Now, the selected record is always saved.
2864 Fixed an issue with EUI color settings Fixed an issue that sometimes caused the active tab in the EUI to not respect the color settings for the Look and Feel scheme. Now, this issue is fixed.
2863 Fixed an issue with importing URLs Fixed an issue where importing data to a URL field did not actually establish the link until the record was manually saved. Now, URL contents are functional after import.
2862 Fixed an issue with KB deletion Fixed an issue with KB deletion for KBs with excess history data that could cause the process to hang. Now, the history is handled more efficiently so that the KB can be deleted.
2861 Fixed an issue with embedded tables Fixed an issue with creating new records inside an embedded table with a Save and New button, which sometimes caused blank rows to appear without saving the new record. Now, the new records are saved as expected.
2860 Fixed an issue with background services Fixed an issue that prevented the restoration of background services and mail daemons after an SST exception. Now, these background services are restored as expected.
2859 Fix to formula date calculations Fixed date calculations in formulas when one of the date values is February 29.
2857 Fixed an issue with prerestricted filtering Fixed an issue with prerestricted filtering that did not show users the expected results according to their permissions. Now, users see the correct records according to their permissions and any prerestricted filtering.

June 2023 Maintenance Release

Number of Items:
14
 
Category :
Bug
 
Number of Items:
14
 
ID Summary Resolution
2923 Fixed an issue with Quick Edit Fixed an issue when applying a search filter, using Quick Edit to change the value of the filtered field, and clicking Save. Previously, this caused a warning pop-up to erroneously appear, stating the data had not been saved. Now, this warning does not appear.
2924 Fixed an issue with Quick Edit Fixed an issue where using Quick Edit to modify an HTML text box did not save properly. Now, this issue is fixed.
2927 Fixed an issue with keyboard shortcuts Fixed an issue that prevented the keyboard shortcuts from working properly for:
  • Alt+R (selecting an embedded table)
  • Alt+M (opening My Assigned)
  • Enter (opening direct edit for a selected record in the table view)
Now, these shortcuts work as expected.
2928 Fixed an issue with rule summary conditions Fixed an issue where a rule configured to run when a summary condition that looks for a number of records to meet the search conditions did not properly interpret the use of the "less than or equal, <=" operator if the condition was met. Now, this selection works as expected.
2929 Fixed an issue with Quick Edit Fixed an issue with Quick Edit pop-up warnings that caused an infinite loading icon if the user edited a Quick Edit field, changed the value, clicked Next in the table view, and then clicked Cancel in the warning pop-up. Now, this works as expected.
2930 Fixed an issue with action buttons Fixed an issue with action buttons that could cause a button to be visible on the table view for a user who did not have view permissions for the field. Now, these permissions are respected appropriately, and action buttons appear only for users who have permission to view them.
2931 Fixed an issue with hyperlinks in emails Fixed an issue where the report option to convert HTML to plain text could cause HTML hyperlinks to break when the reports were emailed. Now, links do not break.
2932 Fixed an issue with embedded tables Fixed an issue that prevented embedded tables from updating properly when a record from the embedded table was opened in the same window. For example, clicking a related Contract record would open the related record, but it showed the original table of related contracts, rather than updating to reflect the newly opened record. Now, this issue is fixed.
2933 Fixed an issue with the Search button Fixed an issue that caused the Search button in the action bar to flicker or disappear for users in some permission groups.
2937 Fixed an issue with embedded tables Fixed an issue that sometimes caused embedded tables to appear without the action bar when end users edited a record. Now, the action bar appears as expected.
2938 Fixed an issue with Salesforce sync Fixed an issue that sometimes prevented syncing Salesforce information back to Agiloft if the sync began with an explicit Agiloft ID. Now, this configuration works as expected.
2939 Fixed an issue with data import Fixed an issue where importing data with a rule would ignore the Matching criteria if the assigned permissions did not include the selected Matching field. Now, rules check the Matching criteria regardless of assigned permissions, as expected.
2940 Fixed an issue with conversions Fixed an issue where conversions could sometimes assign a default value, instead of the converted value for the field. Now, this issue is fixed.
2941 Fixed an issue with email Fixed an issue that caused CC addresses to appear on the TO line in some cases.