Release Notes

2.3

Cortex Archive for Cherwell

• Created an embed UI for showing historical Cortex data in GLPI, Halo, and ServiceNow (licensed separately)
• (Experimental) Support for rendering basic Cherwell dashboards used for navigation (not all widget types currently supported)
• Fixed: Banners and text didn't support left/right text alignments
• Fixed: Ownership clauses within Cherwell security group business object rights filters caused certain searches to display an error.

Cortex Automate/Integrate (including Email Monitor)

• Email Monitor
  • Trust SSL Certificate option for IMAP connections
  • Various backend improvements to email matching logic
  • Added support for uploading Attachments when creating tickets in Halo and GLPI via the Cortex Email Monitor
  • Added HTML email body to the View Mail Message screen (in addition to the plain text body)
  • Fixed: HTML content was not always being recognized in incoming emails, resulting in only plaintext content being sent for the created ticket in external systems
• Data Sources
  • Created a Data Source connector for GLPI
  • Added the ability for end-users to browse the data within various tables of connected Data Sources
  • Added support for viewing attachments on a Halo or GLPI record when viewing them via the Quick View screen when browsing data sources
  • Added the ability to define and execute a custom search with filters against a connected data source (i.e Halo, GLPI, etc)
  • Added a read-only LDAP data source connector (Experimental)
  • Added support for Users and Assets in the Halo Data Source connector
• Actions
  • Added a new Cortex Action type for manually refreshing a Data Source's auth token
  • Added 'Remove' (matching text) modifier when entering data in Cortex Actions, anywhere where Modifiers are supported
  • "Create a Record" Cortex Actions now save the created record's ID as a variable for use in subsequent steps
  • Fixed: "Log Output" actions would not always evaluate variables
• Miscellaneous
  • Initial implementation to support Dashboard Widgets that query for data from a Data Source using a search and display a count or bar chart (full feature coming soon!)
  • Fixed: Cortex would not start properly on blank or Platform-only SQLite databases

Common

• Fixed: Some older licenses did not work with certain versions of Cortex
• General Security Enhancements
• General Stability and Performance Improvements

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

• Support for External Data Connections and Business Objects (and especially the "loopback" connection)
• Support for Activity Pane
• Listing valid values for validated fields when building filters
• Linking to records using the "public ID"
• A One-Step Viewer (to see how they were built)