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Release Notes

2.2​

Cortex for Cherwell​

  • Ability to select Related Items' Fields from search filters (e.g. Specifics when searching Incidents)
  • Include related items marked as enabled for search when doing full text search
  • Update language around "Include Supporting Business Objects" when choosing object to search
  • Implement missing System Functions: “CurrentLoginID” and “ServerDateTime”
  • Additional troubleshooting tools for Relationships and Form Arrangements (Cherwell)
  • Organize One-Step Viewer similar to Cherwell "Manager" UI
  • Fixed: Attachments menu doesn't populate when browsing to record by PublicID
  • Fixed: When using Windows Auth, user to security group mapping does not pull email from UserInfo
  • Fixed: References to fields on group members not on group leader can't be found
  • Fixed: Completely New Users Unable To Open Export Data Dialog

Cortex Mail Monitor / Integration Platform​

  • Mail Processing
    • Email message (conversation) threading
  • Data Sources
    • Import CSV into a table
    • Use Halo API's paging parameters to get all data
    • Update Platform data source wrapper to convert HTML values to plaintext if no plaintext value sent
    • MS SQL Server Data Source
    • Ability To Treat Mailboxes As Data Sources
    • Quick View for Datasource records
  • Cortex Actions
    • Add Cortex Action for Call a Web Service
    • Run a Cortex Action for the current record
    • Option to re-run a cortex action multiple times
    • Support "pre" and "post" steps that run once before and after all records are processed by a Cortex Action
    • Cortex Actions: Output Results To Log
    • Cortex Actions: General UI/UX Improvements (2.2)
    • Fixed: URL Parameters for API Data Source / web service actions do not appear to get honored
    • Fixed: Variables with blank values do not get replaced in Actions
    • Fixed: Certain variables are not correctly replaced in Cortex Actions
  • Platform Business Objects
    • “New" link at top of Platform Business Object Form To Create New Record
    • Create a new platform table with the schema from another data source
    • Show a multiline text control for long text fields on Platform Business Objects
    • Automatically generate a Grid or Form for Platform Business Objects (when needed) if none is defined.
    • Cortex Grid > Order By field selection
    • Allow a field to use a simple dropdown of values

General​

  • Custom Unhandled Exception Error Popup
  • Fixed: Some links in Nav Menu don't work when hosted in IIS

2.1​

Cortex for Cherwell​

  • Added a viewer for Email and Event Monitor configurations
  • Added a "Rich Text Zoom" button next to rich text fields (like Cherwell had)
  • Added a utility that will export all attachments from a Cherwell database
  • Added support for the “AssociatedFieldValue” function
  • Added a popup for Related Item Pickers to show the related record
  • Added support for many user-related system functions
  • Changed forma arrangement grids to show related items in a popup rather than navigating
  • Fixed issue where related items with security group filters would fail to load
  • Fixed issue where SAML authentication wasn’t redirecting properly
  • Fixed issue where certain plain text fields wouldn’t show line breaks

Integration Platform / Mail Monitor​

  • Added Modifier: Line Containing x
  • Added support for saving data locally
  • Added HTML support for certain data sources and fields
  • Added support for running mail monitor actions against data source records
  • Added support for updating existing records (e.g. Halo tickets) from actions
  • Added support for matching ticket by one of several keywords
  • Translate full-html emails into plaintext for keyword checks
  • Improved home page when run in Mail Monitor mode

Common​

  • Added support for Windows Authentication under IIS
  • Fixed issue where navigation menu items couldn’t be collapsed

2.0​

1.7​

1.6​