Agility Blue Update (Summer 2024)
What's New?
Matter Security
Administrators now have the ability to configure access to matters based on user roles and explicit allow/deny lists on a per-matter basis. Changing a matter's access will affect whether or not specific users can see them within Agility Blue, including any items that are directly associated with them. This can be useful in a variety of scenarios, such as information barriers where specific users should not be able to view matters due to need to know, conflicts, or contractual obligations; or portal request scenarios where you would like your portal users to select matters that only pertain to them. To facilitate these types of scenarios, there are two new areas that can be used to configure matter access: the roles settings on the permissions section of the workspace settings page and the security tab on any matter settings page.
Matter security is currently available in feature preview mode. If you need to enable feature preview mode, click on your user menu in the top right and select the "Enable Feature Preview" menu option. Check out the feature preview article on our help site for more detailed information on how matter security works.
Other Enhancements
A new setting has been added to project templates named "Disable Required Template Fields" that can be found under the project settings tab of any project template. When enabled for a project template, required task form fields will be ignored while creating a new project from that template. Required task form fields will still apply when editing tasks after the project is created.
The attachments grid has 3 new fields:
Associated Object Key: Displays the associated object's ID
Associated Object Name: Displays the associated object's name based on the associated object's type: Client name for clients, matter name for matters, project description for projects, and task name for tasks.
Associated Object Reference: Displays the associated object's reference based on the associated object's type: Client reference for clients and matter reference for matters.
[Scripting]A new tab has been added to the script details page that allows you to define input parameters for scripts. These parameters will be available when executing a script manually that your scripts can use.[Developer]A new system field named "AccessStateId" has been added to the matter object. This field is not required and is used to store the access state id of the matter.[Developer]The client nuget package available for .NET developers to communicate with the API has been upgraded to version 1.9.1
Bug Fixes
Fixed an issue where the password field property wasn't properly masking passwords from tasks created from project templates.