Another spring season and that means, it is time for a new Release of AgileXRM.

The main improvements in this release are the following:

• Much improved Modeler Experience including Copy/Paste and metadata-driven comparisons in Conditions and Rule Editor
• All-In-One Send Email shape
• Extended Dialog History functionality (Point-in-Time)
• New AgileXRM Administration PowerShell Module
• Performance Improvements

New Enhancements & Fixes

Dataverse/D365 Integration

Enhancements

• Allow sending notification emails to Dataverse/D365 Teams
  Now, if a Manual Activity is assigned to a Team and an Email Notification is configured for the Activity, the Team members correctly receive the notification email
• New All-in-One Send Email Shape
  This shape replaces the previous three Email shapes which were creating confusion.
  DEPRECATION: Email shape, which sent Emails from AgileXRM
  DEPRECATION: Email Activity shape, which sent Emails via Dataverse/D365 creating an Email Activity using AgileXRM Email Templates
  DEPRECATION: XRM Email shape, which used Dataverse/D35 Email Templates but sent email via AgileXRM
  It also adds new functionality like Bulk Emails.
• Support SSO without Third-Party Cookies
  Chrome (and other browsers) are removing use of Third-Party Cookies and this technology was the basis of SSO
• Full Support for Reflexive M:M Relationships
  When a M:M relationship is created from an entity/table to itself, there is a concept of Direction (who references who), for instance, in a Tutor to Minor relationship
• Added Application Insights Telemetry logging for Dataverse/D365 Plugins
• Extended information logged if an AgileXRM Plugin throws an Exception
• Add mechanism to Clear all AgileXRM Caches
  There is a button in the Integration tab of the CRM Integration app that clears all caches
• Improve Process Launcher UX
• Update Dynamics 365 SDK to 9.0.2.52

Fixes

• N/A: No Defects found

AgileDialogs

Enhancements

• In Rule Editor when creating a comparison with a Control based on an OptionSet/Choice, show a drop-down with the possible entries
  Previously, the modeler had to use the internal integer value of the item 
• Keep Page Title pinned in Popped-out dialogs
  When an embedded dialogs was popped-out to its own browser tab, the Dialog Title was not pinned
• Make a Control’s Help feature more prominent
• Support Theme inheritance
• Support Custom Permission Validation Plugins
  Specially useful in External Site to allow controlling who can Run a dialog or Resume a dialog started by another user
• Extend Notification messages sent to parent portal from embedded dialogs
  This allows implementing more granular control in parent site. New messages are DialogFinished and DialogErrored
• Support opening External Dialog Tasks by passing WorkItemID via Redirect page
• Save unselected records in Grids in Dialog History (Point-in-Time)
  
• Support saving a standalone dialog in Dialog History (Point-in-Time)
  Previously, only Dialog Tasks were saved as a Process Task activity
• Support ${CurrentUsername} in External Dialogs
  If a dialog is Resumed by a user different to the original ProcessInitiator, this variable stores who the current user is
• Highlight which button was clicked in Dialog History (Point-in-Time)
• Support server-side Dialog History temp storage
  Previously, Dialog History was saved client-side, limiting maintaining history after Resume to the same user using the same browser. Now it is more securely saved server-side and removed the limitations
• Change File Control’s Delete icon to a dustbin
• Support opening External Dialog Tasks by Public Users
  Includes a new Global Variable called PublicActivityURL to allow constructing URLs to activities to send to anonymous users
• Support selecting the Dialog to run, dynamically in Dialog Tasks using a variable

Fixes

• Notes field was sometimes covering controls at the bottom of the page
• Resume button was showing when a dialog had failed
• File Control was not clickable in Spanish L10N
• The Next button was showing even when OptionSet/Choice-based Button Bars where configured
• A user ordering a Grid that was connected to another control, was throwing an exception
• Dialogs on Apple devices with iOS 16.4 or above were throwing an exception
• In Page Editor Preview, Combo controls could not be opened, closing upon opening
• Rich Text control was editable in Dialog History (Point-in-Time)
• Frame Control configured as a Button, was showing content in Dialog History (Point-in-Time)
• New items added to a Radio control via API did not respond to mouse-clicks correctly
• Info controls were saving content even if configured not to
• There was an issue with Min and Max value validation in Calendar control in certain time zones
• There was an excessive gap between Control label and Control itself after Resuming a dialog
• The Info control was not working correctly in Popup Render Mode if it had the same Control Name as an Info Control in the underlying Page
• Custom labels for Yes/No controls were showing as Yes/No in Dialog History (Point-in-Time)
• Dialog End Message was showing even if dialog was cancelled
• File Control Required validation was failing upon using the Back button
• Validation upon Submit only option was not working if there was a Search Control in the Page
• The Equal and Does Not Equal operators in Rule Editor were using strict (===) comparisons. Now they use standard (==) comparisons
• The DISTINCT option in FetchXML was not working properly
• Some icons were being shown from the cache even after updating AgileXRM version
• Start Pages could not be configured to show as Popups

Process Manager

Enhancements

• Allow repeating a Suspended Activity
  If an activity caused an exception and became Suspended, previously, it was not possible to force it to Repeat (assuming root cause of Exception had been solved) without doing a Change Flow to a previous shape in the process, which was not always desirable
• Support User permissions via membership of a Team given those permissions
• Performance improvements 

Fixes

• Cancel, Reassign and Change Due Date buttons were being shown for Completed activities
• Date/Time formatting was not taking into account the Dataverse/D365 User’s Regional Settings
• Zoom feature using mouse wheel was not working correctly if mouse was on top of an activity

Process Modeler

Enhancements

• New powerful Copy and Paste function
  Visio’s standard Copy/Paste functionality was not powerful enough to copy all types of shapes. Now, any number of shapes can be selected, copied and pasted in the same document or in a different document
• Multi-condition shape comparisons for Controls based on OptionSet/Choice or with Static values, now show a drop-down with the possible items
• Column/Field selector now shows an icon representing the type
• In Environment Explorer show which user is currently blocking the model (in Check-Out)
• Allow setting the Regarding field for External Tasks
• Support configuring entity/table and field/column dynamically in Update shape
• Allow opening models in View-mode, even if they are Checked-Out to someone else
• Allow setting Status Reason (for default Status) in Create and Upsert shapes and to any Status Reason in Update shape
• Add a Keep Checked-Out option when Checking-In or Publishing
• Simplify Multi-Condition shape by removing Basic and super-Advanced modes
• Add mechanisms to be able to open Process Context using the mouse
  Previously, $ and { had to be typed in some places
• Power Automate shape now has a Flow Selector for simpler finding and selecting
• Add Logging and Tracing mechanism for troubleshooting the Modeler
• Support Visio on Windows 11

Fixes

• Detach Shape configuration was failing for SharePoint Destination, if the Document Library had huge number of folders
• REST shape was misinterpreting empty as ComplexType
• Setting Query property in Multi-SubProcess shape, was wrongly clearing the Entity Name property
• Search Shape was not clearing variables if query did not return any results

Miscellaneous

• New Global Variables for constructing Activity URLs for sending to participants
  These are InternalActivityURL, ExternalActivityURL and PublicActivityURL
• New AgileXRM Administration PowerShell Module
• Allow publishing a model created in an older version of AgileXRM into an environment with a newer version
• A User who was not System Administrator could not cancel a Delay shape
• Power Automate Connector action Get Process Data, was not returning Global Variables