Release Notes

Below are the latest features and enhancements released in Elementum's June release.

Agents

AI Agents are here! We've added new capabilities so you can incorporate AI agents into your workflows and business processes. New features include:

Application Design

App Health - Quickly assess the health of workflows at a glance. Green indicates success, red indicates errors, and light gray indicates that no workflows were run. Drill down into each day to see a list of the successful and errored runs.
AI File Reader - Extract and query data out of a file using a highly customizable AI-powered reader. Fields extracted from the file can be used for value references in further automations.
Broken Value References - Identify and handle broken value references within any automation.
Value Reference Validation - See exactly which field is broken within an automation action.

Org Settings

Application Design

Layout preview - Enhancements to the data list view designed to reduce the number of clicks it takes to preview record data.
Triggers, version 2 - Improved trigger capabilities, including options to delete or replace them.

Below are the latest features and enhancements released in Elementum's May release.

Application Design

User's Manager in Automations - When creating an automation, you now have access to the associated user's manager as a value reference. Manager information can then be used as part of the automation (e.g. dynamically updating an approval list or field with the manager's email of the person who created a record).
Multi-Select Required Picklists - When creating app layouts, there is now the ability to use multi-select or single select dynamic dropdown to support many-to-many data relationships. App creators have the ability to select the way the dropdown renders (either as a multi-select dropdown or table) and can filter using value references to create dynamic filters. NOTE: Access policies are not applied to dropdown options.
Unzip File Reader - When configuring automations, there is now an action that will Unzip a file. If multiple files are included in the zip, each individual file is accessible as part of a Repeat For Each target. Each file is then available as a value reference in subsequent automation steps.

Org Settings

Application Design

Allow API Out Failures - In the "Send API Request" action, allow external API calls to continue when the call is not successful (i.e. returns a status code other than 200) so the error can be elegantly handled as part of the workflow.
Automation Savings Metrics - Previously, when adding a new automation, an extra step was required to save the metrics by explicitly clicking the "Save" button. Now, the metrics are automatically saved.
First & Last Loop References - When running through a loop you now have a reference to check to determine if the loop is on it's first or last iteration.

Below are the latest features and enhancements released in Elementum's April release.

Application Design

SPLIT Automation Calculation - When configuring an automation includes a calculation, admins now have access to the SPLIT function. Looping through the output of the SPLIT function allows access to each value from the split.
- Inputs: Value to split (text), Delimiter to split on (text)
- Output: List of Values (text)
Approval Exception - When configuring an approval process, a third "Exception" option is now available. The Exception option is configurable to trigger specific automated workflows, allowing for more flexibility in approval responses.
Lock User Interactions on Triggers - When configuring a "Record Create" or "Record Update" trigger, there is now an option to lock the record from user interaction during the automation. This option allows for a better end user experience to make it clear that an automation is currently running and additional updates to the record cannot be done.

Org Settings

Inactivity Timeout Configuration - Org admins now have the ability to configure the inactivity timeout setting for users in their organization. Inactivity settings can be configured for desktop users and mobile users separately. Desktop user inactivity can be configured using minutes or hours. Mobile inactivity can be configured using hours or days.
Support for non email-based identifiers for Single Sign-On - Org admins can now configure Single Sign-On to utilize an identifier other than email (e.g. an Employee number)

App Design

Automation Trigger Option - To provide enhanced performance capabilities, admins now have the option to select whether or not an automation should be triggered upon update of a record. By default, this option is turned off.
Click-to-Add Action - When configuring an automation, clicking on any action int he action menu will now add that action to the bottom of the automation.
Click-to-Add Trigger - When configuring an automation, an initial trigger can be added by clicking on the trigger in the side panel.

End User Experience

Improved Table Row Interaction - The List View experience has been enhanced to make it easier to navigate between the Record Preview and Record Detail pages. Clicking on the row will open the Record Preview pane. IDs that can be clicked to open the Record Detail page are Blue. When hovered over, the ID is underlined.
Automations in Progress Indicator - When a "Record Create" or "Record Update" automation is interacting with record data, the record will be locked so no additional data changes can be made until the automation is complete. When viewing the Record Detail screen, an "Automations In Progress" window will appear, displaying a list of automations that are currently being run.