Category :
Enhancement
Number of Items:
13
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| 2678 | Agiloft Integration Hub powered by Workato | The new Agiloft Integration Hub makes it easy to connect your KB to over 200 enterprise integrations using
Workato, an integration-enablement platform. With these connections, you can trigger purchase orders when
contracts are signed, send contract data to your billing platform for invoicing, notify your team in Slack or
Microsoft Teams when deals close, and much more.  The Integration Hub includes a Templates folder with recipes specific to Agiloft, and it offers a library of
pre-built recipes for popular apps, which makes the process simpler, quicker, and more intuitive. You can also
create your own recipes from scratch on the Recipes tab.
After you've set up some integrations in the Hub, you can quickly check their status using the Dashboard tab. The Integration Hub is an add-on that requires additional licensing. When you've purchased the add-on and set it up, you can access it at Setup > Integration Hub. To learn more about how to set up and use the Integration Hub, see Integration Hub and Workato's own documentation here. |
| 2687 | Connect KBs to Mulesoft with new Agiloft connector |
Easily connect Agiloft with your software ecosystem using the Mulesoft platform, where you can now add the
new Agiloft connector. When you're connected to Agiloft in Mulesoft, you can configure your connector to do
any or all of the following:
To leverage this new connector, log in to
Mulesoft and add the Agiloft connector through Exchange. From there, configure the KB you want to connect to. If multiple users need to work with the connector on the Mulesoft platform, or if one user needs to
connect to multiple KBs, configure a connector for each user-KB combination. Access to KB data is controlled by
the permissions attached to the Agiloft credentials you use to configure the Agiloft connector in Mulesoft. For more information about connectors in Mulesoft, see Mulesoft's Introduction to Anypoint
Connectors. For detailed guidance on adding the Agiloft connector and configuring it in Mulesoft, see Mulesoft's
documentation about configuring connectors. The connector integrates with Agiloft using REST API calls with
the JSON request/response format over an HTTPS connection.
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| 2680 | Sync CPQ with the Salesforce managed package | If you use Configure, Price, Quote (CPQ) with Salesforce, you can now leverage that information when you sync
to Agiloft by including linked product information in contracts, and keeping the product list up to date in both
systems. The new CPQ sync is easy to set up with the existing Salesforce managed package. With CPQ
included in your Agiloft sync, contracts automatically include any linked products when they sync back to Agiloft.
Your product lists also stay in sync, so users can create contracts in either system while pulling from the same list
of products. If you want to use only one of these features, you can easily disable the other. Whether
you've already installed the Salesforce managed package or you're installing it for the first time, you can access
this setting by logging in to Salesforce and using the App Launcher to search for and open Agiloft Configuration.
At the bottom of the Field Mapping tab, select Include CPQ and click Upload Mapping. This automatically creates
new SF Contract Product and SF Product tables in Agiloft, and creates or updates the necessary sync
configurations to connect everything in both systems.  For more information about integrating
with Salesforce, see Salesforce Integration.
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| 2688 | New outbound webhook system | The new outbound webhook system was created for use with the Integration Hub, but can also be a useful
alternative method for integrating your KB with other systems and apps. With webhooks, your Agiloft system
can send out notifications when certain events happen, so that external systems can then request updated
information from Agiloft. For example, you could notify an external system when a new Contract record is created, so that system can
then request that contract data from Agiloft. This push-based model requires fewer API requests overall, tends
to be simpler to build, and provides real-time updates.
You can create, edit, and delete webhooks
in the Setup > Integration > Webhooks Setup menu, which lists all webhooks in your system. You can also
create webhooks in Agiloft using the new POST /ewws/webhooks API call. Webhooks can run when a record is
created or edited, after any applicable rules have run. For details about Agiloft webhooks, including how
they work and how you can configure them, see Webhooks.
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| 2679 | View and test REST API methods directly in your system |
Explore convenient, interactive documentation of our REST API methods and responses now available using
Swagger. The documentation is available directly in your KB, for the most up-to-date and KB-specific information,
at Setup > System > View REST Documentation. The documentation inside your KB showcases
REST information using the fields and tables specific to your system. You can even call the API from the
documentation to test it out. In addition, the values and parameters included in REST calls can now be formatted
in JSON.  |
| 2681 | Easily share links to specific records |
You can use the new Copy Link option to easily share a record with coworkers or vendors, or even send it to
yourself for quick reference. Open the record you want to share, click the ellipses menu in the top left corner, and
click Copy Link. This copies the URL to your clipboard so you can paste it into an email, instant message,
notebook, and more. These links are encrypted for security, and they respect user permissions, so you
don't need to worry about them getting forwarded to a third party. If you click a link to a record in a KB you're
already working in, the link opens right away so you can get right to work. Otherwise, you're prompted to log in,
and then brought directly to view the record. If you need to make changes, simply click Edit. 
You can even include a record link using the new deeplink() function, which is available in Formula Help
on the Functions tab. For example, you might use it in an approval notification so that you can also include a link
to the contract being approved. Note that this feature requires you have a value set in the Hotlink Server
Root URL global variable (Setup > System > Manage Global Variables). This global variable is also used for
hotlinks in email templates, so if you use those, it's probably already configured.
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| 2692 | Internal Comments in the Agiloft Word App |
Collaborate on contracts with the rest of your team right in the Agiloft Word app using the new Comments
section. These comments make it easy to communicate with your colleagues without leaving comments
embedded in the actual Word document, so you can share the Word file with third parties without your
comments included. Your comments are stored in your Agiloft KB, rather than the Word file itself.  To deploy this, go to Setup > Integrations > Word Add-in and click Upgrade. This automatically adds the necessary Comments field to your Contract table, and will also update your KB with any other new features of the Word app. If you want to see and post comments in your KB also, simply add the new field to your Contract layout. For more details on installing and configuring the app, see Agiloft Contract Assistant for Word. |
| 2693 | Additional updates for the Word app | Beyond the addition of the Comments tab, the Agiloft Contract Assistant for Microsoft Word has more
improvements to offer.
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| 2685 | Updated design of Quick Search filters, buttons, and settings | The new Quick Search pane continues to improve, now sporting minor but notable updates to filters, buttons,
and settings.
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| 2690 | Updates to the layout editor |
The new layout editor has been improved in a few additional ways. You can now:
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| 2698 | Turn on the new user interface more easily |
Enabling the new user interface is now simpler, relying only on the setting you choose in the navigation menu.
The Use New GUI setting has been removed from Setup > Look and Feel > Power User Interface. To enable the new interface for a set of users, go to Setup > Look and Feel > Navigation Menu
Setup and edit their navigation menu. Then, you can set the Navigation Menu Location on the General tab to
Top, which both relocates the navigation menu and enables the new user interface across the system.  For more information about the navigation menu, see Navigation Menu Setup.
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| 2686 | Updated scheduling options added to Chart Collections |
Chart Collections now offer the same improved frequency options on the Schedule tab as the other types of
reports. These options are more intuitive, and they also offer more granular control when creating schedules. For
example, you can now schedule a Chart Collection to be distributed every two weeks on Monday at 12:00.  |
| 2691 | New warning about unsaved changes in split view |
To avoid unintentional lost work, you will now see a warning if you're editing a record in split view and you open
a different record without clicking Save. For users who frequently work in split view and don't need the reminder,
you can disable the warning. If you turn the warning off, but later want to re-enable it, you can do so
from User Menu > Preferences > General Preferences. The setting can also be changed globally from Setup
> Look and Feel > General Preferences. 
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