Agility Blue Spring 2025 Update

Updates
Written By Benjamin Legatt

What's New?

New Relativity Integration

Added a new system for collecting usage metrics exclusive to RelativityOne instances, which greatly expands the number of metrics available, and includes greater reporting capabilities. See our help documentation for more details on this update.

Added the ability to clear the Relativity login token cache from a Relativity integration panel.

Added a new button on the integration panel named "Linked Matters" that shows a grid view of all linked Relativity workspaces for that Relativity instance. Users can navigate to specific matters from a record or unlink the workspace. Multi-delete can also be used to unlink multiple workspaces at once.

 

Multi-edit Enhancements

Multi-edit and multi-delete capabilities have been added to the following grids:

  • Attachments

  • Billing Narrative Types

  • Billing Types

  • Email Templates

  • Forms

  • Media Types

  • Project Templates

  • Scripts

  • Tags

  • Users (Home)

  • Users (Workspace)

  • Workspace Access

 

Object Association Updates

  • Added counts for comments, media log entries, volumes, billing entries, and emails to the task cards on the open tasks dashboard.

  • You can now associate existing media log entries directly within a task's media log entry tab.

  • You can now disassociate a task media log entry directly on a task's media log entry panel using the unlink button icon next to the delete button icon.

  • You can now associate existing volumes directly within a task's volume entry tab.

  • You can now disassociate a volume directly on a task's volume panel using the unlink button icon next to the delete button icon.

 

Admin Permissions Updates

Billing Types

Users can no longer change a billing entry’s billing type after the billing entry is created. This prevents potential discrepancies when loading the current billing profile, which may have changed since the entry was originally created. This update ensures that billing entries remain consistent with the profile that was in place at the time of creation.

User Access

  • Organization admins can now grant workspace access to multiple users at once.

  • The account verification page has been updated to help troubleshoot invalid email tokens.

Scripting Enhancements

The Automation Scripting Kit has been updated with the following new features:

  • Added validation around scheduling jobs so that the minute component must result in a number divisible by 5.

  • Portal user-triggered scripts now operate within the same context as scripts triggered by organization users. This allows actions that a portal user is normally not able to perform directly to be available via a scripted solution and offers a broader variety of scripted automations for actions performed on the request portal. Examples include: scripts that may create clients or matters based on a Examples include: scripts that may create clients or matters based on a portal user's input, automatically assigning tasks that were created by a portal user, or updating details of a custom object entry log.

  • Added an "Edit" row context menu option so scripts can be edited directly on the scripts grid page without having to go into the script details page.

Benjamin Legatt
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Agility Blue Update (Winter 2024)