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24.1 Release Notes

Minor Agiloft software releases happen continuously throughout the year, while major releases happen about twice per year. This page includes the full list of changes for each version, but if you prefer to focus on the highlights, check out What's New: Release 24.1 instead.

This page also includes minor releases that have happened since the release of version 24.1 and prior to the next major version.

Release 24.1

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.

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. 

As part of this change, the Open PDF in Browser global variable is no longer needed, and has been deprecated.

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.
  • 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.

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.

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.

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.

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.

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.

Bug Fixes

Fixed an issue where certain services stopped running when errors occurred in rule execution. Now, this does not affect these services.

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.

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.

Fixed an issue where signers who declined a DocuSign envelope were not consistently captured with their Declined Reason and Timestamp.

Fixed an issue that prevented some users from being automatically logged out due to inactivity.

Fixed an issue with exporting email templates while "Convert HTML/XML in text fields to plain text" is enabled.

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.

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.

Fixed an issue with the LF Repair tool in the admin console.

Fixed an issue where a Conversion action run from the mobile user interface caused an error.

Fixed an issue that prevented record import when the first listed records included empty Date values, but later records included filled Date values.

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.

Fixed an issue with linked field sets that could cause fields to incorrectly appear blank.

Fixed an issue where adding a multi-value linked field to Quick Search sometimes removed other fields from the search.

Fixed an issue where searches did not properly apply a global variable based on a compound field.

Fixed an issue where a mismatch in column name and database name resulted in incorrect search results.

Fixed an issue where combined reports could show only text and not include graphical charts when downloaded from the Save As button.

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

Print directly from the doc viewer

Use the new print icon to print or save documents directly from the doc viewer in Agiloft.

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.

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.

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.

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.

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.

Bug Fixes

Fixed an issue where global search did not show the full table of results.

Fixed an issue where selecting a new view did not automatically refresh the page.

Fixed an issue that sometimes prevented importing JSON files into records.

Fixed an issue that prevented adding multiple DocuSign recipients at once.

Fixed an issue that prevented embedded tables from automatically refreshing after checking out a file for editing.

Fixed an issue with monthly reports where the Starting date could have the wrong year applied.

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.

Fixed an issue with temporary file storage for OCR actions.

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.

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.

Fixed an issue that caused some table names to appear truncated in global search results.

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.

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.

Fixed an error that occurred when a user reset a password and then clicked "Back to Login Page."

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.

Fixed an issue where the Copy Link option did not work from popovers in the table view.

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.

Fixed an issue that prevented copying multiple People records from the table view.

Fixed an issue where saving a large number of new tags in the Word app could cause an error.

Fixed an issue that caused embedded tables to occasionally appear collapsed when they should be expanded.

Additional enhancements have been made to improve the security of your system.

May 2023 Maintenance Release

Fixed an issue that caused failed updates when syncing with the Salesforce Managed Package.

If you previously installed the SFMP with the Include CPQ option, you might 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

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.

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.

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.

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.

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.

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.

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.

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.

Fixed an issue that sometimes prevented password reset when a user clicked Forgot Password. Now, the user receives a reset email, as expected.

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.

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.

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.

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.

Fixed an issue in the mobile user interface that prevented sorting records in the table view. Now, sorting works as expected.

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.

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.

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.

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.

Fixed an issue that caused Dynamics sync to fail if it took more than an hour to complete.

Fixed an issue in the mobile UI that caused form tabs to disappear under some circumstances.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Fixed date calculations in formulas when one of the date values is February 29.

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

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.

Fixed an issue where using Quick Edit to modify an HTML text box did not save properly. Now, this issue is fixed.

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)

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.

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.

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.

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.

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.

Fixed an issue that caused the Search button in the action bar to flicker or disappear for users in some permission groups.

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.

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.

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.

Fixed an issue where conversions could sometimes assign a default value, instead of the converted value for the field. Now, this issue is fixed.

Fixed an issue that caused CC addresses to appear on the TO line in some cases.

September 2023 Maintenance Release

Additional enhancements have been made to improve the security of your system.

Fixed an issue that caused inconsistent results from the same search criteria.

Fixed an issue where importing one field in a linked set did not refresh the other fields in the set.

Fixed an issue with search that prevented retrieving more than 250 results. Now, this limit is removed.

Fixed an issue that caused an error when email hotlinks included a redirect to a URL that included a space.

Fixed an issue with the cardinal option of the num2words formula, where the formula always included a decimal in the output. Now, if the number ends in .0 or .00, the output no longer includes "point zero" or "point zero zero" and instead ends at the whole number.

Fixed an issue that prevented related contracts from inheriting the party information from the parent contract. Now, the correct information is inherited as configured.

Fixed an issue where, when editing multiple records from the table view, the search to select a linked record returned an error instead of search results. Now, this issue is fixed.

Fixed an issue with KB export that caused the KB to export with history data, even if "Skip history" was selected. Now, if this option is selected, the history data is skipped, as expected.

Fixed an issue that caused display problems for embedded tables on record forms that showed all fields on the Common Area and did not utilize tabs. Now, forms without tabs display correctly.

Fixed an issue that prevented password reset from a custom login page.

Fixed an issue where related tables did not display loading progress when pointing to a very large table. Now, if a related table is still loading, the progress is shown and the rest of the record form is usable while the related table loads.

Fixed an issue with REST search calls that prevented returning results.