Version: 2.2Release 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
- 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
- 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