Agility Blue Update

What's New?

Custom Objects

Create your own custom objects. Custom objects can be defined on the "Objects" page in the settings drop down menu. When a custom object is created, a new icon will appear after the "Tasks" tab on the top that allows users to view the lists of custom objects. Custom objects can be referenced in tasks by using the reference object field type on forms.

Enhanced Email Features

The new task email features are now live! Intended for communication with contacts external to Agility Blue, compose, edit, add attachments, and track emails directly within a task. Replies to these emails will automatically be placed directly within the task (similar to comments for users). Create and apply templates to task emails and set up custom notifications.

Forms Enhancements

Field properties can now be defined while creating or editing forms. Properties include:

  • Read-Only: Makes a field read only so that edits cannot be made to it. Useful for conveying information through defaults or calculated fields.

  • Tooltip: Adds an icon next to the field label that provides additional context when the user hovers their mouse over it.

  • Information Block: Adds an information-formatted block of text under the value input. Useful for providing information related to the field that is always visible.

  • Warning Block: Adds a warning-formatted block of text under the value input. Useful for providing a warning related to the field that is always visible.

Other Enhancements

  • Field requirement indicators have been added to help identify required fields easier.

  • Tags can now be created while editing tags for existing projects.

  • A toggle button has been added to the rich text editor that allows the editor to expand the full width and height of the browser to allow editing larger content easier.

  • Pop-up windows can now be moved vertically to reveal the information on the screen behind them.

  • Increased the maximum size of task names from 128 characters to 255 characters.

  • The tasks within project templates can now be added to existing projects using the "Add Template Tasks" link on the project page underneath the "Convert to Draft" link.

  • For enterprise customers, local or single sign-on options on the login screen can be disabled.

Bug Fixes

  • Fixed an issue where saving new conditional properties to a form resulted in a database error.

  • Fixed an issue where conditions defined to update other fields with no value were ignored.

  • Fixed an issue where activation email links resulted in a sub claim warning.

  • Fixed an issue where idp-initiated Saml2 providers would send users to the login page instead of the workspaces list.

  • Fixed a rendering issue where Firefox browsers would display the Task ID and Date Due information underneath the task card on the Open Tasks page.

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