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The new Core Theme offers a fresh take on the default look and feel scheme, with better visual contrast, enhanced readability, and modern details like rounded corners and font adjustments. New Agiloft KBs are equipped with this scheme automatically. 

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userbseitz

For existing KBs, check in on the Agiloft Community for information on how to import this scheme to your KB.

Overlapped images of the Contracts table and a contract record in edit mode, showing a new design with a dark header bar, the updated Agiloft logo, improved text contrast with attention to font size and bolding, beveled corners for layout sections and input boxes, and more

After importing the new Core Theme to an existing KB, we recommend assigning yourself to a new group and applying the theme only to that group, so you can test how it looks and make adjustments as needed.

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In addition to generative AI tools, the current AI toolset continues to improve.

Quickly

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assess model performance with a downloadable .xlsx file

The new Review Annotations button, available from the AI Projects or Label Models tables, allows you to quickly check your model's performance in a given dataset, showing you real examples of what the model is recognizing and helping you identify areas that might require additional model training.

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For more information on these two actions, visit Pushback Actions.

Enhance your outgoing Agiloft emails with new style options

Track file views and check-outs in the activity log

Now, in addition to file downloads, you can use the activity log to track when files are viewed or checked out for editing. This offers a fuller picture of file interactions that might be cause for security concerns.

Partial list of events available for tracking, including View, Download, and Edit FileImage Added

Enhance your outgoing Agiloft emails with new style options

Take your outgoing emails to the next level with new support for custom CSS. With custom CSS, you can establish a base stylesheet template for all outgoing email. You can find these new options at Setup > Look and Feel > Email Schemes on the Take your outgoing emails to the next level with new support for custom CSS. With custom CSS, you can establish a base stylesheet template for all outgoing email. You can find these new options at Setup > Look and Feel > Email Schemes on the General tab. This update has also improved the formatting options for included fields, which can be found on the Tables tab.

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Enjoy a smoother document viewer experience where your preferred settings, such as the zoom level and whether you have Show Highlights enabled, now persist as you open and close documents throughout your session.

Updates to look-up window terminology

In the search window for look-up fields, the Import/Replace button has been renamed Replace, and Import/Append has been renamed Add. These terms are more user-friendly and offer a cleaner look for the window.

Note that if you have already customized these terms on your specific server, your customized terms are retained and you will not see this change.

Improvements to entity set sync

Entity set sync now includes a new Action Bar tab where you can choose which, if any, action bars to sync for a given table. Simply click Customize for any table you have added to the entity set.

Use scalable vector graphics in your KB

Avoid pixelated images or poor image resolution by uploading scalable vector graphics (.svg files) in your KB. For example, if you have a vector file for your company logo, you can now upload that to use in your Look and Feel so that it looks clean and sharp on every user's screen.

Bug Fixes

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

Fixed several issues with tree view, including:

  • Trees not expanding to show the results of a search; now, each tree expands to the first search result
  • Tree not consistently preserving the expanded branches when returning to the tree or clearing search filters
  • Tree not loading correctly when manually sorting an embedded table
  • No warning shown when selecting a tree view relationship field that contains looped data

As part of these fixes, there are two new options in the View wizard:

  • You can choose not to preserve the tree's full expanded state, which can have a performance impact if your data structure includes very large trees. In this case, the tree loads only part of the expanded branches when you return, and you can use Load Previous and Load More buttons to show more of the tree.
  • Control whether search results expand only the first tree with a match, or expand all trees in the table.

Fixed an issue where expanding or collapsing a tree view node or an insight popover in split view also selected that row's record and opened it in the split view. Now, these actions do not open the record and instead simply display the additional context requested.

Fixed an issue where opening a record from a hotlink and clicking Cancel redirected the user to the exit URL instead of the cancel URL.

Fixed an issue where table view showed action buttons even if they were configured to appear only when editing the record. Now, the table view respects this setting.

Fixed an issue where Compound fields that were used to combine Choice field values did not properly reflect the selected language for translated choice lists. Now, the Compound field reflects the language that is used in the Choice field value for Choice fields that have translated lists.

Fixed an issue where, in some circumstances, removing a record from a linked set caused the remaining linked records to disappear until the record was saved. Now, this issue is fixed.

Fixed an issue when using saved searches to check the contents of an attached file for a value that included quotation marks. Previously, filtering on a value with quotation marks and then adding a new filter caused all previous filters to be removed. Now, the filter is added normally, as expected.

Fixed an issue that could cause some action buttons to not complete a selected Conversion action.

Fixed an issue where opening a record in View mode that was missing required fields, and then clicking an action button with validation checks, the validation checks for the required fields were bypassed by the button. Now, these checks are enforced.

Fixed an issue where fields set to mask encrypted data except for the first X characters were instead shown with the entire value masked. Now, the setting is respected.

Fixed an issue with entity set sync when a linked set was synced from a source KB where fewer fields were included in the set than there were in the target KB set. Previously, the target KB was updated to remove the excess fields. Now, the fuller set is kept in this situation.

Fixed an issue where selecting a record, clicking Export in the action bar, and then canceling the export did not close the export modal window as expected.

Fixed an issue where creating a new group and clicking Cancel would also delete the last group that was edited. Now, this does not occur.

Fixed an issue with insight popover that caused the popover field to be listed twice in the View wizard.

Fixed an issue that led to slow performance when opening very large documents in AI Projects. Now, the fuzzy search matching that caused this slowdown no longer runs on documents of more than 40 pages. The page limit is configurable with the new Fuzzy Search Page Count Threshold global variable.

Fixed an issue when rendering some alphabets in the document viewer.

Fixed an issue that prevented the Load Tags button from appearing when there were no tags present.

Fixed an issue that caused unused elements in a document template to appear as empty tags in the annotation pane. Now, these elements are ignored in the pane.

Fixed an issue where imported email templates did not consistently appear in the list of templates.

Fixed an issue where switching documents sometimes froze the document viewer when opened from an AI Project record.

Fixed an issue where some circumstances caused the record form to freeze when it was opened for editing. Now, the record works as expected.

Fixed an issue that prevented the Load Tags button from appearing when there were no tags present.

Fixed an issue in the look-up modal that prevented the navigation links to appear under some circumstances. Now, these links appear and function as expected.

TMP directory now hidden by default for importing and exporting data

To improve the experience and security for those on shared hosted servers, the TMP directory is now disabled by default when moving data in or out of the KB. This prevents situations where users from different organizations might inadvertently access each other's files while they are temporarily stored in the TMP directory.

Access to this directory can be restored by setting the allow_exportimport_via_temp global variable to Yes in the admin console.

Updates to look-up window terminology

In the search window for look-up fields, the Import/Replace button has been renamed Replace, and Import/Append has been renamed Add. These terms are more user-friendly and offer a cleaner look for the window.

Note that if you have already customized these terms on your specific server, your customized terms are retained and you will not see this change.

Improvements to entity set sync

Entity set sync now includes a new Action Bar tab where you can choose which, if any, action bars to sync for a given table. Simply click Customize for any table you have added to the entity set.

Use scalable vector graphics in your KB

Avoid pixelated images or poor image resolution by uploading scalable vector graphics (.svg files) in your KB. For example, if you have a vector file for your company logo, you can now upload that to use in your Look and Feel so that it looks clean and sharp on every user's screen.

Bug Fixes

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

Fixed several issues with tree view, including:

  • Trees not expanding to show the results of a search; now, each tree expands to the first search result
  • Tree not consistently preserving the expanded branches when returning to the tree or clearing search filters
  • Tree not loading correctly when manually sorting an embedded table
  • No warning shown when selecting a tree view relationship field that contains looped data

As part of these fixes, there are two new options in the View wizard:

  • You can choose not to preserve the tree's full expanded state, which can have a performance impact if your data structure includes very large trees. In this case, the tree loads only part of the expanded branches when you return, and you can use Load Previous and Load More buttons to show more of the tree.
  • Control whether search results expand only the first tree with a match, or expand all trees in the table.

Fixed an issue where expanding or collapsing a tree view node or an insight popover in split view also selected that row's record and opened it in the split view. Now, these actions do not open the record and instead simply display the additional context requested.

Fixed an issue where opening a record from a hotlink and clicking Cancel redirected the user to the exit URL instead of the cancel URL.

Fixed an issue where table view showed action buttons even if they were configured to appear only when editing the record. Now, the table view respects this setting.

Fixed an issue where Compound fields that were used to combine Choice field values did not properly reflect the selected language for translated choice lists. Now, the Compound field reflects the language that is used in the Choice field value for Choice fields that have translated lists.

Fixed an issue where, in some circumstances, removing a record from a linked set caused the remaining linked records to disappear until the record was saved. Now, this issue is fixed.

Fixed an issue when using saved searches to check the contents of an attached file for a value that included quotation marks. Previously, filtering on a value with quotation marks and then adding a new filter caused all previous filters to be removed. Now, the filter is added normally, as expected.

Fixed an issue that could cause some action buttons to not complete a selected Conversion action.

Fixed an issue where opening a record in View mode that was missing required fields, and then clicking an action button with validation checks, the validation checks for the required fields were bypassed by the button. Now, these checks are enforced.

Fixed an issue where fields set to mask encrypted data except for the first X characters were instead shown with the entire value masked. Now, the setting is respected.

Fixed an issue with entity set sync when a linked set was synced from a source KB where fewer fields were included in the set than there were in the target KB set. Previously, the target KB was updated to remove the excess fields. Now, the fuller set is kept in this situation.

Fixed an issue where selecting a record, clicking Export in the action bar, and then canceling the export did not close the export modal window as expected.

Fixed an issue where creating a new group and clicking Cancel would also delete the last group that was edited. Now, this does not occur.

Fixed an issue with insight popover that caused the popover field to be listed twice in the View wizard.

Fixed an issue that led to slow performance when opening very large documents in AI Projects. Now, the fuzzy search matching that caused this slowdown no longer runs on documents of more than 40 pages. The page limit is configurable with the new Fuzzy Search Page Count Threshold global variable.

Fixed an issue when rendering some alphabets in the document viewer.

Fixed an issue that prevented the Load Tags button from appearing when there were no tags present.

Fixed an issue that caused unused elements in a document template to appear as empty tags in the annotation pane. Now, these elements are ignored in the pane.

Fixed an issue where imported email templates did not consistently appear in the list of templates.

Fixed an issue where switching documents sometimes froze the document viewer when opened from an AI Project record.

Fixed an issue where some circumstances caused the record form to freeze when it was opened for editing. Now, the record works as expected.

Fixed an issue that prevented the Load Tags button from appearing when there were no tags present.

Fixed an issue in the look-up modal that prevented the navigation links to appear under some circumstances. Now, these links appear and function as expected.

Fixed an issue with Modal actions that sometimes showed fields in view-only mode in the modal that should not appear based on permissions.

Fixed an issue where clicking the download icon in the document viewer opened the three dot menu at the same time.

Fixed an issue with dashboard widgets that could cause unexpected results when selecting a suggested value from a partial entry rather than using the look-up icon. Now, this issue is fixed.

Fixed an issue where creating a record from an embedded table and then clicking Save and New to create additional records did not link the subsequent records to the original parent. Now, in this scenario, all the sequentially created records are linked as expected.

June 2024 Maintenance Release

Fixed an issue where running annotation suggestions on one model, which offered suggestions, and then switching to run annotation suggestions on another version of the model, which did not find any suggestions, did not properly clear the annotation suggestions. Now, in this situation, the old suggestions are removed so it is clear that the selected model did not find any suggested annotations.

Fixed an issue with tree view where opening a record from an embedded table and then clicking the "Show path to current record" link caused both records to close and returned the user to the table view. Now, this link works as expected.

Fixed an issue with Currency fields where values that were more than nine characters were not formatted correctly when transferred via REST API. Now, the format is correct and the currency value is represented as expected.

Fixed an issue in some configurations where the "Allow viewing and sending own and published templates" did not show published templates for the user to select.

Fixed an issue when the global variable "Always display visibility dependent field values in table views" was set to No where some field values did not appear in table views even if there was no visibility dependence configured. Now, this setting hides only the fields that are visibility dependent, as expected.

Fixed an issue where the Generate AI Suggestions button would not provide suggestions when clicked in the Word app. Now, the button works as expected.

Fixed an issue where the Word app sometimes failed to save changes on edited documents. Now, the documents save as expected.

Fixed an issue where the Generate Clauses button when managing a Clause Library failed under some circumstances.

Fixed an issue in Generative AI actions where adding postprocessing regex while establishing parameters for a machine learning model could result in a blank screen when the user clicks Finish. Now, the button works as expected.

July 2024 Maintenance Release

Fixed an issue where running OCR on documents with Korean characters resulted in garbled output text. Now, OCR is better able to handle these characters, and Korean is listed as an option for OCR actions.

Fixed an issue where selecting "Select all found records" in the attachments for an AI Project selected only the records on the first page of the embedded table. Now, it selects all the found records on all pages, as expected.

Fixed an issue with related tables where adding records using the New button did not cause the pagination links to refresh, so that if you added enough records to require a second page of records, there was no link to show the second page. Now, the pagination links refresh in this case so you can navigate between the pages.

Fixed an issue with Calculation on Multiple Linked Records fields that sometimes caused them not to automatically update, even if configured to automatically update the calculationFixed an issue with Modal actions that sometimes showed fields in view-only mode in the modal that should not appear based on permissions.