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Companyname
'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 

Companyname
.

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Enhancements that were released to the prior version are marked as such.

This page covers updates for:

Release NumberBuild Number

10.34

Release-20182019_02-2395001

You can find the latest 

Companyname
 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. 

Info
titleExample

The video below shows how the dashboard can be used in action, with the various widget types, operations, and filters that can be applied to a user's home screen.

HTML
<div class="videowrapper">
<video width="95%" poster="https://wiki.agiloft.com/download/attachments/15434047/Dashboards_First_Frame.png" autoplay loop class="demo-video">
  <source src="https://wiki.agiloft.com/download/attachments/18022481/Dashboards.mp4" type="video/mp4">
</video>
</div>

From here you can launch actions that are of interest to you and see various charts showing the state of records. It acts as a home page by providing access to appropriate information immediately upon login, such as a list of open assigned incidents, and displays relevant charts and reports. The power user can see high-level overviews of actionable information and quickly assess needed action.

Internal hotlinks can be added to the widgets to give direct Create access to records in any table, views of any saved searches on any tables, and so on.

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Table of Contents
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Show More Data, More Ways

Two new field types give you more options for storing and displaying your data.

Heat Bars

Make numeric data easier to read at a glance by showing them in a Heat Bar. Heat bar fields show data as colored segments of one bar, useful for showing proportions, progress, and more.

Heat Bars shown in the table viewImage Added

Heat Bars are built using either a Related Table or using multiple Numeric fields. For detailed instructions on creating a Heat Bar field, see Heat Bars.

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Singleton Check

Use the new Singleton Check field type to represent simple binary data. The Singleton Checkbox is a checkbox without choices, so users can select or clear the box to represent a value of True or False. You can configure a default value for the checkbox, and it can be used to show or hide other fields and to trigger rules.

Example Singleton Check field Training Completed, shown in a gif where selecting the checkbox makes a Training Completion Date field appearImage Added

You can also add a Singleton Checkbox to table views for reference, and set them up for quick edit if desired.

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Work from the Table View

Show more information and make simple updates from the table view with these new features.

Summary Popovers

Make it easier to check common record details and make simple edits from the table view with new Summary layout popovers. Simply configure a Summary layout for the table and add View or Edit Popover to the table view to make the Summary layout accessible to users. 

Popovers are available in both the power user interface and the EUI, and they can also be used in dashboards and widgets. All popovers include a link at the bottom to the full record.

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You can use links or icons to open popovers, and you can customize the display of the header and body of the popover in the Look and Feel wizard.

For detailed configuration steps, see Layouts.

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2104

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.

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<div class="videowrapper"> <video width="85%" poster="https://wiki.agiloft.com/download/attachments/25267246/JavaScript_Charts_First_Frame.png" autoplay loop class="demo-video"> <source src="https://wiki.agiloft.com/download/attachments/25267246/JavaScript Charts.mp4" type="video/mp4"> </video> </div>

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Show Images in Table Views

Include images in table views to make them more visual and easier to read. for example, you can include ID photos in the table view for the Employees table.

To update an Image with Versioning field to display in the table view, edit the field, go to the Options tab, and change the new "Display as image in table view" setting to Yes. You also have the option to limit or specify the size of the image in the table view, and to crop images into circles.

For more information, see Image with Versioning.

Table view of the Employees table showing employee ID photosImage Added

The default selection is No, so unless you change the settings for a field, images still appear as links in the table view. Note that this feature doesn't work for old Image fields; it works only for the new Image with Versioning field type, even if you don't use versioning.

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Drill down capability for JavaScript charts

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Remove Latest File Version from Mass Edit

When you Mass Edit multiple records and choose to update a File with Versioning field, you now have access to the "Remove the latest version" option. Previously, this was only available when editing a File with Versioning field in an individual record.

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For more information about mass editing records, see Mass Editing Records.

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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.

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Action Buttons Always Shown in Table View by Default

When you include action buttons in a table view, the system evaluates the user's permissions for each record to determine whether to show the action button. This can take a long time and affect performance. To improve performance in these scenarios, a new global variable, Always Show Action Button in Views, now controls whether the system evaluates permissions before showing the action button. The default setting for this new variable is Yes, meaning action buttons are shown in the table view whenever the user has View permission for the button, even if the user doesn't have Edit permission for the record. 

This default setting improves performance when a table view includes an action button and many records or complex permissions. However, it means that if a user has View permission for the button and therefore sees it in the table view, but they don't have permission to edit the record, they receive an error message if they click the button.  

If you want to return to the previous behavior and fully evaluate user permissions before showing action buttons, go to Setup > System, click Manage Global Variables, and set Always Show Action Button in Views to No. When you set it to No, buttons are only shown when at least one of the following are true: 

  • The user has permission to edit the record
  • The Action Button Edits global variable is set to Yes and the action button permission "Allow these groups to execute actions for any record in which the action button is visible to them, from edit or view mode" includes one of the user's groups
Info

Available in 2018_02-r191304

  

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Keyboard Shortcuts Redesign with Personalization Options

Keyboard shortcuts in

Companyname
 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 
Companyname
 interface and perform labor-intensive tasks much more quickly.

Info
titleExample

The following video illustrates how to use shortcuts in a knowledgebase:

HTML
<div class="videowrapper">
<video width="99%" autoplay loop class="demo-video">
  <source src="https://wiki.agiloft.com/download/attachments/15434040/Shortcuts.mp4" type="video/mp4">
</video>
</div>

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Improved Record Forms

Use these new options to customize your forms.

Move the Common Area

Table layouts have become even more flexible with a new option to display the common area in a sidebar. In addition to the default position across the top of the record, now it's possible to display the common area in a bar to the left or to the right of the other tabs. For example, you might move the common area to the left side of the Employee table so you can show user pictures.

An employee record with the Common Area placed on the left as a sidebar, showing essential information and an employee photoImage Added

To change the position of the common area, open the Layout tab of the table wizard and click the new Common Area button. This opens a pop-up window that allows you to set the common area's position, maximum percent of the window, and field alignment independent of the record layout's field alignment.

The common area is still positioned at the top of all records by default, so the layout will not change automatically with the upgrade. Admins must make this change manually to move the common area. For more information about the new options, see Layouts.
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2104

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.

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Customize Heading Text Format

Use the Heading Text settings in the Look and Feel wizard to determine the appearance of text headers in record forms. The settings are not new, but they were not respected by the collapsible text headers. Now, the headers appear according to your Look and Feel scheme while also allowing users to expand or collapse them.

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2104

"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. 

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2118

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.

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2167

Save and Cancel Without Scrolling

To improve record form navigation, the Save and Cancel buttons and the record form tabs no longer move when the user scrolls down. This means even at the bottom of a long form with lots of fields, users can easily switch tabs and use Save or Cancel options.

Note that the Common Area is still subject to scrolling when placed at the top of the form, but if you move the Common Area to the right or left side of the record, it does not move when the user scrolls down.

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Because the top Save and Cancel buttons are now always visible, the Save and Cancel buttons at the bottom of the record form have been removed. If you need to add them back, you can do so at Setup > System by clicking Manage Global Variables and setting the "Show action buttons at the bottom of the record" variable to Yes.

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2083

Removed Code Base for Pre-2015_02 Releases

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Companyname

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2159

Show Icons in Relationship Diagrams

Add graphics to your relationship diagrams with a new configuration option. This option allows you to select an image field from the record and display that image in a specified size as an icon alongside the item name in the diagram. For an example, consider the diagram below.

Image Added

To add icons to a Relationship Diagram field, first create or identify an image field in the table to hold the icon images. You might want to add an icon to one or two of the records to make it easier to test your results. Then, create or edit a Relationship Diagram field and specify the image field and image size on the Display tab.

For more information, see Relationship Diagram Fields.

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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

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2096

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. 

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Take Action with New Options

Explore the new Report Action type and take advantage of new options to fine-tune your existing actions.

New Report Action

Use the new Report Action to run reports directly from records, using the information from the record as a run-time input. For example, you could add a Report Action to an action button in the Service Requests table that runs a report on the service request's associated tasks. When a user clicks Run Report, the service request is passed in automatically and the user doesn't see the run-time input at all.

A Run Report button shown next to the report it opensImage Added

Report actions are compatible with table-specific and combined reports. You can choose to show the report in a new window or browser tab, or attach the report to a field as a file. You also have the option to use the permissions of the user triggering the action, or to use the permissions of a specific user every time.

When you use a report action in an Action Button, it's recommended to use reports with run-time filters. The system automatically passes field values from the current record in to the run-time filter, so the user sees the correct result for the current record without needing to manually enter any run-time inputs. In the example shown above, the Tasks by Status report is filtered by a saved search with a run-time filter for the Service Request ID.

For more information, see Report Actions.

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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".

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Jump from Actions to Fields

Make action buttons support more seamless workflows by placing the user in a specific form location after the actions are executed. In the Action Button field wizard, the "After executing actions" field now has new navigation options, broken down by power users and end users.

To implement this feature for an action button, create or edit the action button field and scroll down to "After executing actions." Select the Navigate option and simply select the tab and text heading or field you want to show. Now, when a user clicks the action button, they are brought to the location you specified after the actions are complete.

If the field or text heading you select isn't available for a user due to visibility dependency or missing permissions, the user is redirected to the first tab of the record.

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For more information, see Action Buttons.

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Email Improvements

Several enhancements were made to email and SMS processing:

New global variable "Inbound letters limit"

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Action buttons now offer a third display option: display the button as a hyperlink. Showing action buttons as text hyperlinks can make records look more uniform, save space, and align directly with field text. For example, these action buttons align cleanly with the fields above them and create a compact, neat layout:

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You can find the new display option in the field wizard for Action Button fields. The option to display action buttons as buttons has been renamed to Button with text for clarity.

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For more information, see Action Buttons.

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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:

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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.

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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.

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Action Bar Menus Now Hidden when Empty

If an action bar drop-down menu has no items available to the user, that drop-down is no longer shown in the action bar. For example, if Import and Export are the only items in the Actions drop-down menu, but a user doesn't have permission to use Import or Export, the Actions drop-down menu no longer appears for that user.

Previously, Actions would have appeared, but no items would have appeared in the drop-down menu.

For more information about action bars, see Action Bars.

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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.

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New and Updated Integrations

Use new Ephesoft Intelligent OCR integration to parse documents and map the information to 

Companyname
 fields, enjoy expanded support for Salesforce, and review new options for e-signature.

Ephesoft Intelligent OCR

Ephesoft now provides intelligent, AI-based Optical Character Recognition (OCR) for PDF files within Agiloft. You can customize batch classes of field definitions for various PDF document types that they need to extract data from, and train the system to improve accuracy and the confidence level of the extracted field data. The data from OCR documents can be mapped to fields in a knowledgebase, converted into records, and more.

Ephesoft allows you to upload sets of documents and create detailed mappings of the key fields in that document type. For example, a W-2 payment form uses a pro forma layout with fields such as Employee Identification Number, Wages, First and Last Name, Employer, and Social Security Number, which can all be trained for extracting as metadata.

For more information about Ephesoft integration, see Ephesoft Integration for Intelligent OCR and Using Ephesoft Intelligent OCR.

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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.

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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. 

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Custom Salesforce Objects Now Supported

Salesforce ESA object mapping now supports custom Salesforce objects as well as standard ones. This offers increased flexibility and better support for syncing between Agiloft and Salesforce.

Additionally, Salesforce ESA syncs no longer fails due to missed mappings or empty values for external system required fields. When no value is provided, a default value is used to avoid failure. Previously, missing these values caused the sync to fail.

For more information, see Salesforce Integration.

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Custom Salesforce object sync available in 2018_02-r186002



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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.

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Email notification after entity set sync

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Automatically Receive Adobe Sign Audit Report

Use a new choice field in the Adobe Sign Envelope table to automatically retrieve the Adobe Sign Audit Report with the signed document. The Audit Report is generated by Adobe Sign and includes details about the document, its creation, its signing status, and transaction information. For more information about the Audit Report, see the Adobe Sign documentation.

To use this feature, add the new Include Audit Report with Signed Document field onto the Adobe Sign Envelopes table layout. Then, select Yes in the field for an Adobe Sign Envelope record.

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For more information, see Adobe Sign Setup.

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Initiate Salesforce sync from SFDC with an action button

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Option to Ignore External DocuSign Envelope Creation

When DocuSign envelopes are created outside of Agiloft under an account set up for Agiloft integration, those envelopes and their updates are shared with Agiloft. You can now choose whether to create corresponding records for these envelopes in the DocuSign Envelopes table, or to ignore those updates when they don't correspond to an existing Envelope record.

To check or adjust this setting, go to Setup > Integration > Configure DocuSign Extension and edit the "Create external envelopes" field.

For more information, see DocuSign Integration.

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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. 

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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

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titleClick here for more...

In the Setup > Look and Feel menu, three new configuration items are available that allow admin users to configure and apply preferences on a team basis:

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  1. Left Pane Setup- Use this option to manage which menu items (such as Home, Setup, My Assigned, etc) and tables appear in the left pane. You can also customize the order of the menu items and tables.
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  2. General Preferences- Use this option to manage interface preferences. For example, you can decide whether record cancellation is confirmed before closing, what page appears upon login, and whether table views show all records or remember the last search.
  3. Mobile/ADA Interface- Use this option to manage Mobile/ADA interface preferences. Using this option, you can decide things such as the maximum number of saved searches in the Recent Searches window, the maximum amount of text to show in a record, and the position of the field label.

Users may override their team preferences in all of these areas using the new options in the Preferences section of the Home Page. However, when you apply new team-based preferences, the team settings will temporarily override any previously configured user-specific preferences. In such a situation, the user will receive a notification when they next log in to their KB.

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When they click the notification, the user can then choose whether to keep or discard the admin changes. When creating new team-based preferences, you can customize the notification message using the Notify existing users about change to their default preferences option found in the Apply tab of all three new configuration items.

The following video demonstrates how to customize your left pane:

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<div class="videowrapper">
<video width="98%" controls loop  poster="/Videos/left-pane-customization/left-pane-customization_First_Frame.png" class="demo-video">
  <source src="/Videos/left-pane-customization/left-pane-customization.mp4" type="video/mp4">
</video>
</div>
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Admin Console Redesign with Left Pane

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New Direct File Editing Options

Take advantage of new features to make direct file editing work best for your needs.

Concurrent Editing

Direct file editing now supports concurrent editing by multiple users at the same time. Concurrent editing can make review faster and more efficient by allowing reviewers to respond to each other in real time, and by removing the need to wait for each reviewer to finish completely before passing the file along. Note that an individual user must click Save to sync the changes to the file and make them appear for other users.

Concurrent editing is not turned on for any fields by default, and concurrent editing works only in combination with direct file editing with MS Office. To enable concurrent editing, edit a File with Versioning field and select the Allow concurrent editing check box.

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For more information, see File with Versioning Fields and Direct File Edit.

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Trigger Rules at the Right Time

A new option gives you control over when rules are triggered during direct file editing. When you create or edit a File with Versioning field where "Enable Versioning" is Yes and "Allow direct editing..." is selected, you now have the option to determine when rules are triggered: on every save by a user, or on the last save by a user. If you choose "On every save by a user," rules are triggered every time the user clicks Save. If you choose "On the last save by a user," rules are only triggered by the final update to the file, when the last open Word editing session is closed.

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When concurrent editing is enabled, you have different choices: on every save by every user, on the final save of any user, or on the last save by the last user. If you choose "On every save by every user," rules are triggered every time any user clicks Save. If you choose "On the final save of any user," rules are triggered when any user finishes editing and closes the Word editing session, even if other users continue editing. If you choose "On the last save by the last user," rules are triggered only when the last user closes the Word editing session and no other editing sessions are active.

For more information, see File with Versioning Fields.

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Show More in the EUI

Your power over the EUI continues to grow with support for dashboards, granular control over labels, and intelligent record form display.

For more information about any of these features, see EUI Macro Reference.

Add Dashboards to the EUI

Give dashboards a home on your EUI using a new macro: #ew_dashboard($dashboardName $showMenu)

This macro forms the URL to show the dashboard with the given name, as shown in the Dashboards list. Note that this forms only the URL, not the full HTML expression, so you need to place it in a frame, such as: <iframe src='#ew_dashboard("" "")' name="content_frame" id="frameres" width="100%" height="100%" frameborder="0"></iframe>

If the $dashboardName value is empty, the most recently selected dashboard is shown; if no dashboard has been selected, the default dashboard is shown. Use $showMenu to specify whether to show the Dashboards drop-down list at the top. If the $showMenu value is empty, the default setting is True, which shows the list.

Usage examples:
#ew_dashboard("" "")
#ew_dashboard("" "false")
#ew_dashboard("Sales Home Page" "")
#ew_dashboard("Sales Home Page" "false")

The EUI respects permissions set on the dashboard, so only users with appropriate permission can see the dashboard in any interface. Dashboards can appear in full for users in power user groups, and users in end user groups can be shown Hotlink, Table, URL, Image and Text widgets depending on their permissions.

For more information, see EUI Macro Reference.

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2016

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. 

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Easily Show or Hide EUI Table Labels

Fine-tune your EUI displays with the new showLabel visualization parameter for the #ew_table, #ew_searches_list, #ew_query, and #ew_new_search macros. When showLabel is set to "true", the table label is shown in the frame; if set to "false", the label is hidden. This makes it easier to control labels on a case-by-case basis in the EUI.

For a full list of visualization parameters and the macros that use them, see EUI Macro Reference.

Note that if the group permissions for the table label are configured to hide the label from a group, users from that group will not see the table label even if showLabel is set to "true".

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2002

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.

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Automatically Show Full Records to Power Users in the EUI

When power users access records through the EUI, they usually see the end user record layout, which might not include all the fields they need. If power users frequently use the EUI to access records, you can automatically show them the power user record layout using the new "Layouts in EUI" global variable.

The default value, End user layouts, always shows all users the end user layout when they access a record through the EUI. You can change this variable to "Based on user group" to automatically show the full power user layout to any user who is part of at least one power user group.

To use this new option, go to Setup > System and click Manage Global Variables. On the Variables with Default Values tab, locate the new Layouts in EUI variable and set it to "Based on user group."

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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.

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Improvements to Navigation

These additional improvements contribute to the navigation experience and options.

Extend your hotlink widgets with new links that take the user directly to a specific record. You can use these links to bring the user to their own profile, team, company, and more, and make it easy for the user to open a record with a run-time search and edit it. 

To create a hotlink to a record, create or edit a Hotlink Widget and click New on the Options tab. In the What should the link do? field, select View/Edit record. Then, select the table for the record and select or create a search.

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You can use multiple run-time criteria in the search if needed. Try to design the search to return only one result, so the hotlink will always open the record the user expects. If the search returns more than one result, the first result in the sort order is opened. If the search doesn't return any results, or the user doesn't have permission to view the result, the system shows an error.

After you select the search to use, choose whether to view or edit the record. You also have the option to choose a specific tab or field to focus on when the record opens, so the user can immediately edit that field without having to select it.

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For more information, see Hotlink Widgets.

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2004

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.

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Optimized Multiple Linked Field Searching

An optimized algorithm has made complex Multiple Linked Field saved searches much faster. This change also improves performance by about 10% when such saved searches are used to restrict permissions.

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1916

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.

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Before and after executing the actions specified in the Action Button, the following choices are available when the option is set to Save Record:

  • Validate required fields - if deselected, upon activating the button the record can be saved in a state where mandatory fields have not been entered, or entered incorrectly. 
  • Run rules and update default values - if deselected, upon activating the button the record will be saved without triggering  the rules and default value updating that would normally be enforced on the table.  

In the After executing actions section, the Validate required fields option is only available when choosing to Save and Open record for edit - this is in order to prevent the record being closed in a state where mandatory fields have not been filled in.

Since these options can result in records being saved in an incomplete state, and then have further rules run on them that could cause issues with business processes, it is advisable to exercise caution when deselecting either of them. By default, both options are selected for existing action buttons where the "save record" option is selected. 2180


Use Shortcuts with Last Opened and My Assigned

Hop right into your left pane shortcuts by pressing Alt+M for My Assigned or Alt+L for Last Opened, without expanding the list to see the searches below. Previously, these shortcuts only worked when the lists were expanded.

Note that if the My Assigned or Last Opened section isn't shown in the Left Pane at all, the keyboard shortcuts won't open them.

For more information about shortcuts, see Keyboard Shortcuts.

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Resource 2154


Dismiss Left Pane Updates

When an administrator makes a change to the Left Pane and chooses to notify users about the change, users see a notification icon. When a user clicks the icon, they now see a new option to keep their existing settings and clear the notification. Previously, they had to reset their Left Pane to their team's settings to clear the notification.

For more information, see Left Pane Setup.

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Resource 2150


Hide Deprecated Field Options

A new global variable, "Deprecate Old File Options," allows you to hide the following deprecated field options that still appear on the Options tab of the File with Versioning field wizard:

  • Display changes to .docx files
  • OCR
  • PDF Searchable
  • Document titles

These options have already been replaced by Document Comparison and OCR actions, but they had not been hidden in the wizard. By default, the new global variable is set to No, and the deprecated fields still appear in the wizard. To hide these fields, go to Setup > System, click Manage Global Variables, and set "Deprecate Old File Options" to Yes.

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Resource Number2183

1999

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. 

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

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Stay in Sync

Stay on top of sync processes with these new features.

Sync Status Page

Check the status of a system sync without the admin console. The status of all sync processes is now available in Setup > Sync as a new Sync Status button in the toolbar.

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When you click Sync Status, you can review all currently active sync processes that involve the current KB. For example, if a sync is running between KB A and KB B, it appears in the Sync Status for both A and B, but not KB C. When the sync is completed, it disappears from the list. This list includes external sync processes, Agiloft sync processes, and ESA connections.

An example Sync Status page showing current processes broken down by external sync, AL sync, and remote ESAImage Added

Previously, a more limited sync status page was available in the admin console only. The admin console status page (Debugging > Sync) has also been expanded to include external sync processes, Agiloft sync processes, and ESA connections, where it previously showed only ESA connections. When a process is finalized, it disappears from the list.

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Resource Number

2031

IP Address Access Restrictions

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2178 and 2160

Sync Uninterrupted by Concurrent Login Alerts

Sync processes now have additional protection against interruption. Previously, if someone tried to log in with the same credentials as the user who initiated a sync, a concurrent login notification interrupted the sync process. Now, this notification doesn't appear, so the sync process can continue running.

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Resource Number2151

1892

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.

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Additional Improvements

These updates will still improve your 

Companyname
 experience, even though they didn't fit in an earlier category.

Improved Global Variables Interface

Working with global variables has been improved by automating the tab organization so that variables are automatically added to the Customized Variables tab when their value is changed from the default, and those variables are automatically removed when the value is changed back to the default.

Additionally, when you edit a global variable, the variable's description now appears above the Variable Notes input window, and the default value now appears in the section where you update the variable value, where applicable.

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For more information, see Variables.

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Resource Number

2020

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.

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2168


Easily Copy Field Changes to Subtables

The option to propagate field changes to subtables is now selected by default in the Field wizard. It's generally easier to remove changes from subtables than to duplicate changes in each subtable.

This option was also added to the wizard for linked fields.


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Resource Number

1993

Hide Tabs in Record Layout when Visibility Conditions are Not Met

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2187


Staff Users Renamed to Power Users

To more accurately distinguish the group from end users, "staff" terms are now replaced by "power user." You might have already noticed this replacement in some areas, such as the Power User Interface button in the Look and Feel menu. Now, this change has been made in additional places in the system, including the license request screen, layout editor, login page, and more.

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Resource Number

1969

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

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 This tab contains the following options:

  • Report Grouping Header - Defines the font and color scheme for report header groupings.
  • Chart Plot - Defines the color scheme for the chart background and plot.
  • Chart Legend - Defines the color scheme for the chart legend.
  • Chart Series - Defines the color scheme for the chart segments.
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<div class="videowrapper">
<video width="98%" controls loop  poster="/Videos/report-header_First_Frame.png" class="demo-video">
  <source src="/Videos/report-header.mp4" type="video/mp4">
</video>
</div>

For more information, see: Charts and Reports Tutorial2189


Use Macros in Excel Report Templates

Excel reports now accept files with macros as templates. For example, you might include macros to manipulate the system data for application in a chart, to automatically redo formatting, and more. For more information, see Excel Reports.

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Resource 2188


Clearer History Entries for Untracked Items

When fields aren't tracked by history, the history snapshot now shows "Not tracked" or, for multiple linked fields, "No records." Previously, the history snapshot showed the current value in these cases.

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Resource 2174


Conversion Improvements

Performance has been improved for conversions that create multiple records, and incorrect field mappings are now handled as an exception with a warning message.

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Resource Number

1909

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.

<div class="videowrapper"> <video width="98%" controls loop poster="/Videos/custom-fonts.png" class="demo-video"> <source src="/Videos/custom-fonts.mp4" type="video/mp4"> </video> </div>

2190 and 2201

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  1.  Navigate to Setup > Look and Feel > Manage Staff/End-User Scheme > Edit Scheme > Global tab to upload a new font into a knowledgebase. 
  2. Once fonts have been uploaded, they can be entered as Base Fonts by typing their name into the fields.

For more information, see Look and Feel End User and Staff Wizards.

HTML


Full Text Searching Now Supports Japanese Characters

Full text searching now supports Japanese text and documents, including morphological parsing and equivalent Kanji and Kana search capabilities. When enabled, this allows Japanese search results for equivalent Japanese words even when different characters are used.

To enable this feature, go to Setup > System and click Manage Global Variables. On the Variables with Default Settings tab, edit the Enable Japanese Word Segmenter variable and set it to Yes.

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Available in 2018_02-r187727


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Resource Number

1906

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.

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Resource Number

1904

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.

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For example:  secureHotlink(" http://localhost:8080/gui2/login.jsp?keyID=0&KB=TESTKB&user=admin&passwd=testpassword&state=Main ") is parsed as:   http://localhost:8080/gui2/login.jsp?p=a&genhotlink  = Aj3ze1xUTq4FziVPB9W5INENQy1xxpLju4lsfbPOxwlXRB/MPL8VHo+m72uHf34Bb850nT13m+vhPCU41hVmkMfVVj/YGTEbLzsAobYYfHpv6Y

If the target server is unavailable for some reason, or the KB details are somehow wrong, an empty URL will be returned, as the key could not be retrieved for encryption.

2149

Update Web Services with new WSDL endpoint

The Web Services (REST and SOAP) engine was refactored completely, so anyone using SOAP must reactivate Web Services, download the new WSDL and update your implementation according with it.

If your system uses SOAP Web Services, first reactivate Web Services:

  1. Go to Setup > System and click Manage Web Services.
  2. Click Disable WS. Wait for the page to reload.
  3. Click Re-enable WS.

Next, download the new WSDL.

  1. Go to Setup > System and click Manage Web Services.
  2. Click the "WSDL: click here" link. Wait for the download to complete.
  3. Update your system wherever necessary.

Finally, note the new WSDL endpoint and update your system with it as needed: https://server/ewws/KBNAME/EWWSv2Service?wsdl

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Resource Number2213

1893