What’s New
View Parent Objects on a Child
You can now view parent objects directly from its child. By enabling the "Show Parents" option in the Display/Edit view configuration, users will see the list of all parent objects, including their ID, track type, current state and the relationship field.
Additionally, by enabling "Allow Remove from Parent," users can remove a parent relationship directly from the list using the available delete icon.
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This feature appears under the Other dropdown for agents and for clients, it is available in the top bar of the view.
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Change State Actions – Now Just a Click Away
Making things easier for admins, Change State actions can now be created directly from the State Configuration page. Each state includes a "Create Move to State Action" button that automatically generates the action named CS:{State name} and provides a direct link to its settings for immediate access.
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Note:
If a state change action already exists with the name CS:{State name}, it will automatically be linked to that state in the state configuration.
UI Enhancements in the State Configuration Page
All state settings are now auto-saved. The Save button at the bottom has been removed to streamline the experience.
In addition to using the up and down arrows, you can now drag and drop states to reorder them more easily.
Add View Shortcuts in Navigation
A dedicated “Create” menu is now available in the main left pane of the Agent Portal, giving agents a consolidated place to create new objects. If the “Available in Navigation” checkbox is enabled in the Add View settings, a direct link to that Add View will appear under the Create menu, grouped by track name.
This feature offers a quicker alternative to navigating to each list and clicking “Create New.” You can also favourite your Add Views for even faster access.
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New Action: Remove from Relationship
The Remove from Relationship action allows you to end a parent–child relationship between objects.
When triggered, this action will:
Locate all the parent objects linked through the specified relationship field.
Use lookup keys (if defined) to identify and remove the exact parent from the child.
If lookup keys are not defined, all parents linked under that relationship field will be removed from the child object.
AddToRelationship and RemoveFromRelationship actions
When an AddToRelationship action is fired on an object, it finds one parent object (using the defined keys) to add the current object as a child to the parent. The keys are mandatory for this action. In contrast, RemoveFromRelationship can be used to remove all relationships (created using a given relationship field) of the child object by not specifying any keys.
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New Action: Go To View
The Go to View action allows you to redirect users to a View, List, Dashboard, Report, or Chart with a single click.
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For example, you can tie this action to a button in a display view and when clicked, it will navigate the user directly to the linked item. This provides a quick and seamless way to connect related views within your display configuration.
Add views are not supported for ‘Go to View’ action at the moment, but is planned for a future release.
Assign Logged-In User Information via Change Field Action
A new , “Logged-In User,” value type is now available in the Change Field action. This allows you to automatically assign the currently logged-in user info(Name/Email) to a specified field when the action is triggered.
For instance, you have a ticket object with an "Assigned To” field. You create a Change Field action and set the "Assigned To" field to the new value type "Logged-in User". Now, when a user clicks a button like "Assign to Me", the system will automatically set the "Assigned To" field to that logged-in user’s name.
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Reorder Your Page Lists Easily
You can now easily rearrange the page links in your client portal page lists. Simply use the up and down arrows next to each page link to adjust their order.
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Enhanced Session timeout handling
Previously, users were redirected to the login page when their session is expired. Now, for non-SSO users, a popup will prompt re-login without navigating away from the current page. This allows them to re-initiate the session seamlessly and continue their work without disruption. Support for SSO will be available in a future release.
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UI Enhancements
The state label has been moved next to the title for a cleaner layout.
Tab views are now more compact.
The comments section has been made taller for better visibility.
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Notable Bug Fixes
Fixed an issue where the "changed" operator could not be applied to calculation fields in trigger rule configurations.
Fixed an issue where signoff field updates were not working when the signoff was initialized using automated actions (AddSignoffReviewers/ClearSignoffReviewer).
Fixed an issue where the Update Agent action failed if the Title field was left empty during the update process.
Fixed an issue where choice and extraction fields could only be compared to themselves in rule conditions. Now, these fields can be compared with text, choice, lookup, label and extraction fields.
Fixed an issue in the Change Field action where intended white spaces in text concatenation were being trimmed.