Agiloft's minor software releases happen continuously throughout the year, while major releases happen about twice per year. This page highlights some of the most important recent enhancements to the software. 

The Current Build Number listed here corresponds to the last time this page was updated, not necessarily the latest release of  Agiloft.

You can find the latest  Agiloft downloadable installer at https://www.agiloft.com/ewdownload/, or contact Support to request an upgrade if your knowledgebase is hosted in the cloud. The most recent release notes from the last major release can be found here: Release Notes.

Dashboards Redesign

The Dashboard of the Power User Interface has been significantly redesigned, allowing users to create responsive tile-based widgets, showing a quick view of record progress and saved searches related to you. Previously, this was called the Home Page. 

For more information, see Dashboards. 

JavaScript Rendering for Graphical Charts

Graphical charts can now use JavaScript to render the chart. In the Chart setup, the output format for graphical charts has a new option - Use JavaScript Charts.

JavaScript charts are dynamically sized depending on the screen dimensions, and allow you to interact with them by selecting and deselecting the X Axis data. They are particularly useful for Dashboards, where they are used for all Chart Widgets.

Drill down capability for JavaScript charts

When creating a JavaScript graphical chart, a new tab has been added to the chart wizard: "Drill Down". This tab allows you to create drill-down layers from the chart fields, so that if a user clicks a section of the chart they will immediately open a new chart with details about that section. Multiple drill-downs can be added to a single chart, and they will be drilled down in the order they are listed in the Manage drill-downs section. For more information, see Drill Downs.

Global Variable to use JavaScript charts in the dashboard

A new global variable was added to give administrators the option to convert all charts to the new JavaScript interactive charts in the new dashboards. The variable is called "Always use JavaScript Charts". If the variable is set to No, the dashboard will format charts based on each individual chart's setting in the main chart wizard.

For a better user experience, we recommend in most cases setting this new global variable to Yes.  This will make all charts used in the dashboard interactive and allow new drill down capabilities.  

Keyboard Shortcuts Redesign with Personalization Options

Keyboard shortcuts in Agiloft have been greatly improved, with a set of useful default key combinations, new setup options, and improved functionality within the system. Shortcuts allow power users to navigate through the  Agiloft interface and perform labor-intensive tasks much more quickly.

For more information, see Keyboard Shortcuts.

Responsive Layout for the End User Interface

The End User Interface now has a responsive layout, which automatically adapts to changing screen sizes such as mobile devices.

"Temporary Instructional" display option was added for text fields

The Display tab of the Short Text and Text field wizards now contains an option to enter instructional text. This will appear as greyed-out text in the field body, and will disappear once the user begins to enter text in the field. 

New global variable "LDAP read timeout"

A new global variable was added to the list of variables in the power user interface: "LDAP read timeout". By default the value of this variable is 10 seconds. This changes the timeout for running queries via Active Directory; for example if the LDAP Filter uses a complex search that runs over the 10 second default timeout restriction.

Removed Code Base for Pre-2015_02 Releases

The code base was cleaned up, and as a result we no longer support releases prior to 2015_02 with a direct upgrade path. If you are running a version of  Agiloft with a release date prior to 2015_02 you must upgrade to the 2017_01 release before installing a later version. See Upgrade Guide for more information.

DocuSign Improvements

Several enhancements were made to the DocuSign integration functionality:

Print template tag for the DocuSign "Decline" button

The DocuSign "Decline" button now has a print template tag. The correct syntax is: 
$docusign:Decline::Signer1

DocuSign users can be authenticated as another DocuSign user

In the DocuSign integration, it is now possible to add users either with their own login details, or through another authenticated user's access tokens. In the DocuSign Users table, there is a new "Authenticate" setting with two options:

• With username - Enter a unique login and password and click Grant Access to DocuSign. 
• As another user - Use the lookup to import another user account that has already been granted access to DocuSign in the knowledgebase. 

This allows you to assign multiple users to a single company DocuSign account. 

Document Conversion Action "Convert PDF to Word"

In the Convert Document Format Action, a new document conversion type was added: "Convert PDF to MS Word".

Previously this action only allowed conversions to happen from MS Word to PDF. The new action has the same options as before. For more information, see Document Actions.

Email Improvements

Several enhancements were made to email and SMS processing:

New global variable "Inbound letters limit"

A new variable was added to the Global Variables list in the Power User Interface: "inbound_processing_count_limit". This variable defines how many emails can be received during one pop3/imap session. For more information see Global Variables List.

New options for images in inbound emails

In the Record Mapping tab of the Inbound Email wizard, some new options were added to manage emails in the email body:

If you do not want to keep the image in the email body, you can choose to eliminate it from the incoming email, or save it as an attachment.

Group permission settings for Email/SMS

In the Menu Permissions tab of the Table Permissions wizard for group permissions, new settings were added for "Send Emails" and "Send SMS", which control the group's permissions to send email/SMS messages for each table.

Sync Improvements

Several enhancements were made to the entity set sync process, to eliminate errors and improve tracking. 

External Sync Wizard restricts operations based on the sync direction

In the External Sync wizard, the logic was improved so that the Sync Direction selected on the General tab of the wizard enforces restrictions on the Allowed Operations and the individual field sync options on the Field Mapping tab. Now, if the sync direction does not permit an operation, it will be greyed out in the menu.

Entity Set Sync now includes Quick Search fields

The Quick Search field list for a table is now included in entity set sync by default. No special settings are needed to enable this.

Background processes pause when sync is running

When a knowledgebase is being synced to, background processes are now automatically paused when sync starts. This can prevent sync failures due to these processes. The processes will start again after sync finalization, regardless of whether the sync was a success or a failure. 

External Sync screen displays error messages

In the External Sync result screen, a new Error column was added to provide a detailed message about any items that failed during the sync.

Email notification after entity set sync

Email notifications have now been implemented after the finalization of an entity set sync/import. When the sync is complete, all users whose Primary Team is Admin Team will receive an email with the sync results. For more information, see Entity Set Sync. 

Initiate Salesforce sync from SFDC with an action button

It is now possible to create an action button in the Salesforce Developer Console which initiates a synchronization between the Agiloft knowledgebase and Salesforce. For more information, see Initiate Salesforce Sync from the SFDC with an Action Button

Entity set sync speed improvements

Several optimizations were made to the entity set sync process, which made the average time required for synchronization significantly shorter. 

Older Changes

The changes listed in this section describe some of the major enhancements for releases 2018_01 and earlier.

Left Pane Grouping and Customization Options and Improved User Preferences

Users can now customize and group the left pane items and manage user or team preferences at both an admin and a power user level. For more information, see: Left Pane Setup. 

Admin Console Redesign with Left Pane

The admin console was redesigned and reorganized, using a left pane interface similar to the Power User Interface. The new interface contains the same items and functionality as before, with a new order to group the items in the admin console. For more information, see Administrator Console.

History Management Options in Rules

On the first tab of the the Rules wizard, you can now define whether a rule should create history entries on running. This can be useful in cases where a rule can trigger other actions and result in overly long history tables. 

New History Deletion Option

While mass editing or configuring a Delete Action, you can now limit the deletion of history entries to those that are older than a defined number of days. This is useful for tables that have many rules and KBs with large history tables.

Merge Document action can now output to Word and merge consecutive Word documents

The Merge Document action was improved in a number of ways to increase the options available for document merging, as well as other formatting and layout matters. Primarily, the new wizard allows users to:

• Merge multiple Microsoft Word documents into one Word document.
• During a merge to PDF, select consecutive Word documents for merging before creating the final PDF.

The wizard was also redesigned to make it easier to locate the appropriate options. For more information, see: Merge Documents Action. 

Actions Tab in 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.

Do Not Validate Required Fields and/or Run Rules with Action Buttons

You can now configure action buttons so so they do not validate required fields or run rules and update default values when selected. For more information, see: Action Buttons.

Save & Continue and Cancel & Reopen Buttons

Two new options were added to the Save and Cancel buttons at the top of record forms:

• Save & Continue - this option saves the record, runs any rules triggered by the save action, then reopens the record to the first tab to allow you to continue work on it. This can function as an autosave if you need to save your record progress.
• Cancel & Reopen - this option allows you to cancel unsaved changes, then close and reopen the record to the first tab. 

These options can also be disabled in the Layout tab of the Table wizard by clicking Buttons. 

IP Address Access Restrictions

It is now possible to restrict groups from accessing a knowledgebase unless they are located within a specified list of whitelisted IP addresses. For more information, see Restrict IP Addresses.

Base Fonts are Available in the HTML Editor

If fonts have been defined as base fonts in the Global tab of the current Look and Feel scheme - including custom fonts - they are also available for selection in the fonts list in the HTML editor.

Expand and Collapse Sections in Record Layouts

The layout now allows users to collapse or expand the record sections. Not only are users able to click on the section header text to collapse or expand a specific sections, they can quickly choose to expand or collapse all sections using links at the top of the layout.

Hide Tabs in Record Layout when Visibility Conditions are Not Met

Previously, tabs in the record layout were only hidden if the user had no permission to view any fields on the tab.  Now, if visibility conditions for all fields in a tab are not satisfied for at least one field, the tab is hidden from the user. If the visibility conditions for any field in a tab are changed so the user can view it, the tab is automatically appears. 

Charts/Reports Formatting

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. 

Custom Fonts in a Look and Feel Scheme

Custom fonts can now be added in a Look and Feel scheme, allowing you to make use of any standard format fonts that are not included by default with your knowledgebase.

Display Sync Details

When a sync is in progress, you can now see a full list of the items being updated. You will also see whether an item is In Progress, Queued, or Completed.

URL Encryption Function

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.