Agility Blue Update (May 2023)
What's New?
General Enhancements
Draft tasks can now be toggled on or off on the open tasks dashboard. A draft task will appear with a dotted border and yellow tint to the title background of the task. The toggle button is located next to the refresh button.
The grid filter row visibility is now "sticky" when toggled on or off. This behavior is shared with all grids and is persistent on a per-browser basis.
A context menu has been added to the projects grid so projects can now be edited or deleted directly from the grid without having to navigate into the project details page to edit or delete a project.
Exporting grid data to Excel now converts HTML data stored in text fields to plain text. This behavior can be enabled or disabled on the workspace settings page.
Saved grid filters can now be applied to the following grids:
Notification Log Grid
Any Custom Object Grid
The billing entry quantity increment can now be defined on the workspace settings page under the "Billing" tab. This is the amount added or subtracted from the quantity when a user clicks on the quantity arrow buttons or uses the up and down keyboard arrows within the quantity field on the billing entry form.
New user button added to the workspace users page so admins don't have to navigate to the home area just to add users.
Added the following additional user management shortcuts for organization admins to the workspace users grid context menu:
Account Details (jump to the user's account details page)
Disable (disable the user's access to Agility Blue)
Delete (delete the user)
Feature Preview: Multi-Edit in Grid
With this update, we've released the second phase of multi-edit capabilities as part of the feature preview mode. For users that wish to see and test multi-edit actions, they will need to have the feature preview mode enabled. To enable feature preview, click on your user menu at the top right of the app and select the "Enable Feature Preview" option. You can tell when you're in feature preview mode because you will see the yellow text "Feature Preview Enabled" in the top-left global breadcrumb.
This second phase introduces expanded multi-edit capabilities into the following workspace-level grids:
Clients
Matters
Projects
Tasks
Contacts
Billing Entries
Media Log Entries
Volumes
Custom Objects
Other grids and grids within details pages will be released as part of the third phase of updates.
To bring up the multi-edit capabilities on a suppported grid, click on the multi-edit toggle button icon on the far left side of the grid toolbar. When multi-edit is enabled on a grid, the selection mode drop down, edit selected records button, apply an action to selected records button, delete selected records button, select/deselect records on the current page checkbox, and select/deselect record checkboxes will be shown. The multi-edit selection mode drop down will give you the opportunity to choose the selection type (either selected records, or all filtered records). After selecting the records you wish to update, click the edit button and you will be presented with the multi-edit form for that object. Below is an example of the the billing entries multi-edit form:
Select the fields that you wish to update, enter the values you would like into those fields, and click the save button. The multi-edit progress window will be displayed and will provide the results when the operation finishes.
Note the following details while applying multi-edit actions:
Multi-edit actions will not trigger notifications.
Multi-edit actions will not trigger custom automations.
Multi-edit actions will not be able to apply some validations. For example, it's possible to mark multiple tasks as completed without assigning users or changing due dates to ongoing even if the workspace task settings don't allow it.
Refreshing your browser or navigating away from the page while the multi-edit operation is in progress will interrupt the process and only some of the records will be updated.
Selecting many records may take a while to complete, so plan accordingly.
Pro subscriptions are limited to a maximum of 5,000 record updates at a time and the multi-edit speeds are throttled. Enterprise subscriptions have no restrictions.
Multi-edit permissions are automatically applied to the workspace administrators permissions group by default. If admins want other permissions groups to have multi-edit capabilities, they will need to enable them in the desired permissions groups under the "Misc" category.
Please keep in mind that multi-edit is considered preview tech in beta right now and some of the architecture and design may change before we officially promote it to live production status. Upcoming phase updates will bring additional multi-edit capability throughout the app.
To bring up the multi-edit capabilities on the open tasks dashboard, click on the multi-edit toggle button icon directly to the left of the refresh button. When multi-edit is enabled, the multi-edit options panel will appear and checkboxes will show up to the left of all of the task cards. The multi-edit options panel will give you the opportunity to choose the selection type (either selected tasks, or all filtered/visible tasks), and an action selector. After selecting the tasks you wish to update and an action, click the apply button. Additional input will be presented if necessary and then the multi-edit progress window will appear with a progress bar that provides feedback for how far along the operation is.
Additional Updates
Added a link on the user menu to allow users to submit feature requests.
Added Germany as a locale option on the workspace settings page.
The billing types drop down list is now sorted by name instead of id.
Additional fields have been added to the edit project modal window in order to allow projects to be edited from other areas of the application.
Added the "Notifications Enabled?" and "Pricing Agreement" fields to the projects grid.
Added the "Active?" field to the client and matter modal windows.
[Developer] Patching is now available for the custom objects API endpoints.
Bug Fixes
Fixed an issue where rich text editor values were not being recognized when adding custom object field references on-the-fly when multiple modal windows are active.