What's new in AgileCase 2.03?

Hey AgileCase users, we have some new improvements which have went live in the last month. Most notably File and Template versioning UIs have been improved to make it easier to restore past versions and also Multi-Factor Authentication has been enabled on all accounts to improve security.

Here is a list of all the changes made in this release:

🔐 Multi-Factor Authentication NEW

Multi-factor authentication settings are now available to all users starting with “Authenticator App” support.

Users can now enabled Multi-Factor Authentication on their own accounts within User settings and Administrators can force the setting for any user from without Admin settings.

Visual Guide:

When a Administrator sets a user without Multi-factor authentication to user it then the user will be prompted to configure their chosen method on next login.

Right now we support only Authenticator app based authentication but support for Text and Email based methods will be coming soon.

We recommend users use the Authenticator Apps from either Microsoft or Google:

• Android:

  • https://play.google.com/store/apps/details?id=com.azure.authenticator&hl=en_NZ

  • https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2&hl=en_NZ

• iOS/iPhone/iPad

  • https://apps.apple.com/us/app/microsoft-authenticator/id983156458

  • https://apps.apple.com/us/app/google-authenticator/id388497605

File and Template Versioning - Easy Restoring NEW

Versions of files and template have already been tracked within AgileCase v2 but now you have an improved UI for choosing which versions of your files to restore and can restore within with a single click.

🔖 Templates - Import One Template Into Another NEW

If you have common elements in your documents such Headers/Footers/Letterheading etc. then this feature is for you. The new {{$import(TemplateName)}} field token allows you to have common elements stored in just a single Template and then reused. That means if you need to update a part of your letterhead you will only have to do it once. You can read about how to use this feature in the Template Syntax documentation:

• Advanced: Using $ImportDoc() to implement a common header and footer across many documents.

Minor Improvements and Bug Fixes MINOR

• 🐞 FIXED- Multiple improvements to Forms hiding and showing logic to make it more user friendly and ensure some complex use cases with nested conditions work as intended.

• IMPROVED - Templates Screen - Filter by Work Type. Template screen now includes a Work Type filter to make it easier to locate your templates based on Work Type.

• IMPROVED - Document Templates - Empty Line and Bullet List formatting improvement. If a line only includes a token and that token returns no value then the line will be omitted when rendered. This gives you more control when listing as redundant lines will not longer be output if the a list item has no value.

🗓️ What's Next?

More major features are coming in the next few months through regular updates:

🤖 Scheduled Automations via Agile Assistant

Link up a Report with an Automation to Send Emails, Print Documents, Update Fields in bulk either on-demand or based on a repeating schedule.

We have been taking into account feedback from our BETA testing group and the feature should launch to all users soon.

🧠 AI Templates powering AgileAI Chat

Configure Templates which describe to our AI what information you wish to share about a specific Case/Contact and then expose a Chat-like interface to your users or customer via a secure link.

If you’d like to be one of the first to get access to AgileCase 2.0 and help us test some of these exciting new features please email support@agilecase.com to discuss joining our Early Adopter group.

What's new in AgileCase 2.02?

Hey AgileCase users, we've got some exciting news for you! Our latest enhancements are all about making two critical parts of your experience better. We’ve made document editing smoother and faster, and also added powerful ‘Conditional Logic’ feature to Forms.

Here is a list of all the changes made in this release:

🚀 Edit your Documents with AgileCase new Office Online integrations BETA NEW

This new feature greatly improves the experience of viewing and editing Office Docs within Agilecase.

🔹 Seamless Editing of Microsoft Files: You can now directly edit Word, Excel, and PowerPoint files right within AgileCase, thanks to our new integration with Office Online.

🔹 No More Downloads: Forget the days of downloading a file just to view or edit. And, say goodbye to the hassle of remembering to re-upload your edited files.

🔹 How to Edit Documents within Work Items:

Ready to tweak or view? Click the "Edit In Office Online" button right beside the Document icon. No need for the traditional Download link anymore.

Visual Guide:

⏬

All your modifications are instantly saved as new document versions in AgileCase. We've got a neat audit log capturing date, time, and the user behind each edit. Edits stick around - whether you leave the doc idle or close out of the Office Online tab.

🔹 What About Templates?:

Absolutely! Office Online integration also allows you to edit your Document Templates. In the "Edit Template" screen, there's a shiny “Edit with Office Online” button, positioned right next to the classic download/upload buttons.

See it Here:

Create dynamic Forms with 'Form Logic' BETA NEW

Introducing our brand-new 'Form Logic' feature, crafted to bring agility to your forms. With this addition, you can now effortlessly:

• Hide/Show: Tailor your forms' fields visibility based on responses.

• Enable/Disable: Gain control over specific fields, sections, buttons, or tabs based on user input.

Ever found yourself lost in sprawling forms? Enter Form Logic. We've tweaked it so your users zoom straight to what matters, no extra fluff. Plus, by sidelining sections that don’t apply, we’re cutting down on any "oops" moments with misplaced info. Cleaner forms, happier users.

How It Works:

Navigate to our intuitive logic builder UI, and define conditions ranging from the simplest to the most intricate. They act as the triggers, determining the dynamics of your form.

Head over to [Settings → Edit Form → Form Designer → Edit Field (Cog Icon)]. The Conditional Logic options are right there, waiting to be explored.

Unlock Potential with Form Logic:

Here's an idea starter for leveraging this feature:

1. Targeted Information Gathering: Start with a straightforward Yes/No question, and based on that, unveil subsequent queries.

2. Hide/Show Tabs and Sections: If a user indicates they’re a beginner, perhaps show a 'Basics' tab. For experts, unveil a 'Advanced' tab instead.

3. Conditional User Info: Only request business details if a user selects "I represent a business" from a dropdown.

4. Feedback Elegance: If a user rates your service 5 stars, show them an optional testimonial box. For lower ratings, prompt an optional feedback box to understand how to improve.

5. Progressive Disclosure: For a multi-step form, only show step 2 after step 1 criteria are met, keeping the form less intimidating initially.

6. Showing Help Text: You can created an HTML Content field with some in-depth notes on how to complete some elements of a form but only show that Help when it is relevant based on previous answers.

Feel free to innovate and incorporate this functionality into your forms for an enhanced user experience!

🗂️ Tabbed Forms IMPROVEMENT

Handling intricate forms? Make it breezy with our new ‘Tabs’ block. Now, you can segment those hefty forms into more compact separated pages right from the Form Designer.

[screenshot of form designer with tab strip highlighted]

And hey, for all our navigators out there: once you’re wrapping up a tab, handy buttons will nudge you to the next (or let you skip back). Neat, right?

The cherry on top? These tabs are best buds with our ‘Form Logic’ feature. Set conditions, and voilà – unveil or tuck away tabs as needed. Forms just got a whole lot cooler. 🎉

Minor Improvements and Bug Fixes MINOR

• 🐞 FIXED- Disabling Email Signature for a user does not stop “Sent by AgileCase” being appended to outgoing emails.

• IMPROVED - Form Editing. PropertyName is now ‘locked’ after initial creation to avoid users accidently changing a property name which may be used in Document Templates or Reports Logic. Users can choose to unlock it if they wish.

• IMPROVED - Document Templates supports Custom Fields and Custom Forms. We have added a new {{forms.formsname.fieldname}} token type so that data gather in Shared Forms can be used directly within templates. Previously only Forms used as Custom Field tabs within a Work Type could be output in templates. This is an interim step to removing the distinction between Custom Fields and Custom Forms in a future release.

🗓️ What's Next?

More major features are coming in the next few weeks through regular updates:

🤖 Scheduled Automations via Agile Assistant

Link up a Report with an Automation to Send Emails, Print Documents, Update Fields in bulk either on-demand or based on a repeating schedule.

This feature just missed the cut for last weeks general release but will be rolling out to Early Adopters in the coming weeks.

🔖 Templates - Import One Template Into Another

If you have common elements in your documents such Headers/Footers/Letterheading etc. then this feature is for you. The new {{$import(TemplateName)}} field token will allow you to have common elements stored in just a single Template and then reused. That means if you need to update a part of your letterhead you will only have to do it once and then it will be rolled out

🧠 AI Templates powering AgileAI Chat

Configure Templates which describe to our AI what information you wish to share about a specific Case/Contact and then expose a Chat-like interface to your users or customer via a secure link.

If you’d like to be one of the first to get access to AgileCase 2.0 and help us test some of these exciting new features please email support@agilecase.com to discuss joining our Early Adopter group.

What's new in AgileCase 2.01?

The bulk of this latest release contains changes in the background to help speed up future development and provide a foundation for more existing features we have planned around Integrations, Flexibility and AI. However there are still some long awaited new features added.

Here is a list of the most important changes made in this release:

Office 365 + Outlook Email Integration BETA NEW

We now have full Office 365 Email integration (which includes Outlook for those who do not have a Office 365 subscription).

What this means for users is that rather than having to work out complex server settings for SMTP they can now simply and securely connect their Outlook Online email with a few clicks.

It also means that email sent using this connection will appear in your Outlook Sent Items exactly as if you had sent the email using Outlook. Any company-wide email settings such as group signature should also be applied to outgoing emails.

You can read full instructions on making use of this feature in the draft Documentation: Email Settings - Connecting your email account to AgileCase

We recommend all users who previously configured Office 365 using SMTP settings to switch to using the dedicated Office 365 Connection approach.

Support for Google Workspace will be coming soon once we have completed some approvals with Google.

Support for other Office 365 products such as Word, Excel and Powerpoint Online is nearing the end of development and just waiting on some (unfortunately 🐌-like ) approval processes being completed.

Drag and Drop Uploading of Files into Docs and Comms NEW

You can now drag and drop files from you desktop into the Docs and Comms section to quickly upload them to a Case.

Note: We will be extending this feature soon so you can Drag and Drop from any screen on the case and also upload multiple files at a time.

Involved User & Related Work Item (i.e. Case, Contact) interaction with New Forms improved IMPROVEMENT

When Involved Users or Related Cases/Contacts setting were updated for a Work Type these settings were not automatically changed on the “New Case” screen.

For example if removing a “mandatory” Contact which must be added when a new Work Item of a specific type is created from the Relationships screen this change was not automatically reflected on the “New” form for that Work Type. Instead users had to also manually change the “New” screen.

The same was true of Involved User options for Work Types.

Changes to Relationships are now automatically synchronised to the “New” forms, unless we detect the user has intentionally removed the default “Involved User” and “Related Contact” sections from the form.

Relationships are a powerful feature of AgileCase and we will continue to make improvements to Relationships to make them easier to understand and take advantage of in future releases.

Email Address between User and User Contact IMPROVEMENT

Every User is also represented on the system with a Contact which allows you to store and use phone, addresses and any type of custom information against a User just like you would for any other Work Item on the system. For example you could create a custom field against a User Contact to store their nickname and then include that nickname field on Document or Email Templates.

We now synchronise changes made to the users Login and configured Email Address settings so they reflect what the user is using. You can still manually change these settings in which case your own settings take effect and we will no longer synchronise changes to the User Contact.

Improvements to Work Item Searching from Dropdowns BUGFIX

In some places, such as New Case form, where you use a Dropdown to Search for Contacts or other Cases not all active cases were being returned or the order of results meant that closer matches to the search term were a long way down the list of results making it impossible to select them.

This behaviour has been improved so that you should always find the result you are looking for in Search Dropdowns.

Some other visual improvements has been made as well as consistency of behaviour across the different system areas where Work Item Search Dropdowns are used.

Minor Improvements MINOR

• Global Search - results now ordered based on importance - i.e. a Name match for "Smith" will show higher in results than a Address match for "Smith". Two matches for the same Work Item are shown just as a single result.

• Legl Integration - improvement to fault tolerance

• Audit Log - date format of Audit log messages will now match Tenant regional settings format.

• Email Connector - new contacts will no longer be created for every Incoming Email

• Work Screen Filters - improved filtering of Open/In Progress/Closed Workflow states and added an "Include Archived" checkbox which defaults to false.

🗓️ What's Next?

We have many new features in the pipeline as well as improvements to existing features! Major new features coming soon include:

🤖 Scheduled Automations via Agile Assistant

Link up a Report with an Automation to Send Emails, Print Documents, Update Fields in bulk either on-demand or based on a repeating schedule.

📇 More Office 365! Word Online, Excel Online and Powerpoint Online

Edit your documents directly in your browser without needing to download, edit and upload the new version.

🧠 AI Templates powering AgileAI Chat

Configure Templates which describe to our AI what information you wish to share about a specific Case/Contact and then expose a Chat-like interface to your users or customer via a secure link.

If you’d like to be one of the first to get access to AgileCase 2.0 and help us test some of these exciting new features please email support@agilecase.com to discuss joining our Early Adopter group.