New Enhancements & Fixes
It is Spring again here in the north hemisphere and there is a new version of AgileXRM. This is a list of the more important enhancements and fixes included in it:
Dataverse Integration
Enhancements
- New AgileXRM App in the Solution
There is now a new App in the AgileXRM Solution which allows to Manage and Administer AgileXRM
- Support for the latest FetchXML Schema
The Query Editor now support many more operators and Advanced Mode now supports the full power of FetchXML
- Support downloading the XPDL and Readable XML files for a Process Template
- Correctly Handle Dataverse API Limits Errors
AgileXRM now adapts to the API Limit Errors received and adjusts Retry times, accordingly.
- Change of behavior when deleting a Parent Process
Now you can only delete a Process Instance if all its descendant processes are either Cancelled or Completed, otherwise it notifies the user with an error. More importantly, now when a Parent Process is deleted, all its descendant process instances are also deleted. This is to avoid orphaned process instances in the system.
- Change all code that used Microsoft-deprecated Xrm.Page
- License types ‘Process Participant’ and ‘Employee Self Service’ are DEPRECATED
These license types are no longer useable
- Improve visual effect of embedding AgileXRM content in Dataverse Forms
- Allow disabling the Confirmation window when launching a Process from the Command Bar
- Update Dynamics 365 SDK to 9.0.2.42
Fixes
- If multiple Dataverse records were selected and Run Process clicked, an error was shown
- If a Process Template Owner was changed, the cache was not invalidated immediately
- If user was not an AgileXRM Administrator, the Dataverse Cancel Activity action was failing
- Enabling/Updating tables/entities was not adding Process Viewer tab to some Main-type forms
- Disabling a Dataverse Activity that had all its Forms imported from a Managed-Solution, was failing
- Disabling a Dataverse Activity that had corresponding Running AgileXRM Activities for it, was throwing an exception rather that Cancelling those activities first then disabling the Dataverse Activity
AgileDialogs
Enhancements
- Support Centered layout
Now it is possible to define what percentage of the available width is used to display the controls leaving the rest blank
- Major improvements in Responsive layout especially in Mobiles
- Support for Multi-OptionSet and Two-Option fields in Radio-button and Checkbox controls
- Support Quick Create of dialogs
It is now, not necessary to add at least one control to every Page in a dialog. By just adding the empty Pages and publishing, the dialog can be run
- Support Label Horizontal Mode at Page Level
This puts labels next to controls rather than just above them. Also allows setting ControlWidth of Radio-button, Checkbox and YesNo controls in Horizontal Mode
- Support showing Radio-button, Checkbox and YesNo controls’ values horizontally
This allows showing the options in these controls in a row. Useful in unison with Label Horizontal Mode.
- Support Tooltip for showing full data when data is cropped in a Grid cell
With mouse over the cell, the full content is shown
- Support for Aggregate queries in Search Control
In Advanced Mode, aggregates can now be used in the FetchXML
- Allow customizing the Back button text
This text can the also be translated to other languages via the Translation functionality
- Support customization of buttons in Pop-Up rendered pages
- Allow setting minimum and/or maximum values for DateTime controls
- Save both html and text value of Info controls
- Support authenticating Users in AgileDialogs External site with Azure AD B2C
- Support Azure Translation Service for AgileDialogs
An Azure Translation Service Key is required for this to work
- Improved default settings in dialogs
Now, by default, dialogs are Centered (use center 50%). Process Viewer is shown (deselect for Production), and Scope is set to Standalone
- Support 86 Languages (all Dataverse Languages plus 48 more)
This includes many Right-to-Left (RTL) languages:
Afrikaans, Albanian, Amharic, Arabic, Armenian, Azerbaijani (Latin), Bangla, Basque, Belarusian, Bulgarian, Catalan, Corsican, Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, Frisian, Galician, Georgian, German, Greek, Gujarati, Hausa (Latin), Hebrew, Hindi, Hungarian, Icelandic, Igbo, Indonesian, Irish, Italian, Japanese, Kannada, Kazakh, Khmer, Kinyarwanda, Kiswahili, Korean, Kyrgyz, Lao, Latvian, Lithuanian, Luxembourgish, Macedonian, Malay, Malayalam, Maltese, Maori, Marathi, Mongolian (Cyrillic), Nepali, Norwegian (Bokmal), Odia, Pashto, Persian, Polish, Portuguese, Punjabi, Romanian, Russian, Scottish Gaelic, Sinhala, Slovak, Slovenian, Spanish, Swedish, Tajik (Cyrillic), Tamil, Tatar, Telugu, Thai, Turkish, Turkmen, Ukrainian, Urdu, Uyghur, Uzbek (Latin), Vietnamese, Welsh, Xhosa, Yoruba, Zulu
- Remove Theme and Hosted cookies
- New CSS and custom javascript Editors (Preview)
Inside the modeler, it is now possible to edit CSS and javascript with syntax highlighting
Fixes
- Showing a document in SharePoint was failing if the configured URL contained Custom Attributes
- Showing a document in SharePoint was failing in SubDialogs
- If a column was not translated in Dataverse and it was used in a Grid as a related tables/entity, the schema-name was being shown instead of the Base Language literal
- YesNo control was wrongly saving Display value in English (United States) irrespective of current language
- Lookup control was throwing an exception if user tried to search a datetime field
- Lookup control was not showing previously selected value when user navigated back to the Page
- If a users was logged on with multiple Microsoft Accounts, dialogs sometime failed to start correctly
- FileUpload was failing upon returning to the same Page
- XRM Search control was breaking the Radio-button control’s ShowInTaskbar functionality
- Translation mechanism was missing custom Column Header labels in the Lookup control, so in all languages, the same base language header was being shown
- Currency symbol was not being shown correctly in Currency control if value was being set via a variable
- The afterSubmit parameter was not handling passing multiple parameters in it
- When cloning a Checkbox control, its source was not being copied correctly
- When importing a Page Form, the OnLoadScript was not being imported
- DialogsEngine.addChangeEventHandler API call was overwriting the handler if called more than once for the same control
- DialogsEngine.getDialogContextValue API call was throwing a server exception in certain circumstances
Process Manager
Enhancements
- Sub-Process Activity details to show datetime values in Relative format
Fixes
- Relative time was being shown wrongly under certain circumstances
Process Modeler
Enhancements
- Envision Performance greatly improved
This is specially relevant to larger models
- Schema Picker now shows the Shape(s) that create the variable
- Schema Mapper improvements
Very useful when trees are large. Added a Quick Filter box to find nodes on either side. Added option to show Mapped Only and Unmapped Only nodes
- Support for Multi-OptionSet fields/columns
- Warn User if configuring Wait For Update shape with an Entity/Table that is not Enabled
- Support Global Disco Service (Regional Disco Services deprecated)
- Add Quick Config links to more shapes for easier reaching main config window
- Collapse shape functionality improved for easier recognition of the shapes
- Environment Explorer Improvements
Show Model Thumbnails. Add a new Ribbon. Allow deleting empty Applications (with no models)
- Allow opening a Sub-Process (or Sub-Dialog) Template directly from shape
This includes the possibility of creating a new SubProcess/SubDialog
- Allow opening Process Models and Shape configurations where underlying Environment is not the same
If an Entity/Table or an Attribute/Column is not available in the Dataverse environment connected to the model, it is shown in red allowing modeler to see configuration and change it accordingly. If a WCF Service is not available, configuration is visible and not lost upon changing the service URL
- Hide all Advanced properties of all Shapes so as not to confuse Modelers
These can be made visible again if necessary for edge cases. Also many unneeded properties have been permanently removed
- Expose certain Page Form properties in the Page Form property grid with corresponding visual indicators
Render type and Disable Back properties are now visually distinguished in the Page Form Shape and are easily accessible for change
- Improve Process Validation to make it easier to identify the Shape causing the error
- Allow setting the Scheduled Start date in Manual Activity shapes
It is now possible to define the Scheduled Start datetime (scheduledstart field/column) of a Dataverse activity to be set in the future, rather than automatically set it when the process reaches the activity. For instance, at the beginning of the process, one can now create all the activities and set their start time to any time in the future
- Allow setting the entity/table in the configuration window of Create, Update and Upsert shapes
A warning is shown if configuration will be reset
- In the Query Expression’s Columns tab, clearly show which Columns have already been selected
- View Process History window improved
Ordered by ID Descending. Removed superfluous columns
- Typing the characters ${ opens the Schema Picker in many more places
- Many configuration windows are now resizable up to to full screen size
- Improve use of JSON as source including a JSON Editor
- Add ISO8601 UTC mask to Datetime Operations shape
- Replace deprecated WebControl control with modern IWebView2 control
- Shapes now only have Property Grid (Design Tasks panel removed)
Fixes
- Word shape was failing to create a Folder in SharePoint site Document Library root
- Wait For Update shape was failing in a process that did not have Main Entity
- Visio was sometimes throwing an exception upon closing the Process Modeler (Envision) and it was reopening automatically
- Multi-language Email Templates could not be consumed correctly
- Set Stage shape configuration was not being set correctly if Stage was not set specifically
- On-Premise Envision Translation functionality was not working
Miscellaneous
- Authentication changed to use Microsoft Graph API instead of deprecated Azure AD API
- Improve Archiving Connector logging
- Includes NX v7.0, Software Update 2, Cumulative Update 7 (See Release Notes)