What's New 🌟
Release Items:
- Customize Pia's SmartForms
- SmartForms Ticket auto-close
- SmartForms support for HaloPSA
- Additional Enhancements
- 15 Bug Fixes 🐛
📺 Watch our walkthrough video to explore the main features and enhancements included in the release!
⬆️ Your Pia aiDesk tenant will be updated to PR15 within the next 4-6 weeks, by end of July 2024.
No need to keep refreshing your Pia tenant! You will get an email with the Release Notes when you receive the latest version.
⌛If you are interested in being an early adopter, speak with your Partner Success Manager!
New Features and Enhancements
🌟 Customize Pia's SmartForms!
Enhanced SmartForms with Extension Automations
- You can now customize Pia's SmartForms to cover specific client scenarios by adding your own custom scripts! We're bringing the power of Pia's Extension Automations (EA) into SmartForms allowing you to create more bespoke and customer-centric workflows, ultimately enhancing the flexibility and capabilities of our platform.
Initally we have activated EA extension points at the start of our SmartForms workflow, more to come in our next releases! (#23585, #23804).
🛠️ You can read the step-by-step guide on how to customise Pia's SmartForms here!
In the example below, we’ve added a custom form to Pia’s Staff Onboarding SmartForm. The possibilities are endless!
🔰 What is Extension Automations?
🔎 Click here to learn more about Extension Automations!
Extension automations is a feature of Pia aiDesk that allows partners to customize Pia's existing automation packages by adding their own scripts.
This enhances the flexibility and capabilities of our platform, increasing automation coverage by addressing the unique nuances across your customers.
👉 For more details, visit our Pia Knowledge Portal or speak to your Partner Success Manager.
🌟 Smartforms: Ticket auto close… and more!
- Close the loop with SmartForms automated ticket closure! By combining this with Zero-Touch automation, you can achieve a true engineer-free experience.
With this new feature, you can now automate ticket status changes in your PSA based on SmartForms execution, simplifying the ticket management process. For instance, you can customize SmartForms to assign a specific status while being filled out or submitted, and automatically close the ticket after the automation has completed.
This seamless integration adds even more value to your clients by reducing the need for engineer input (#22521).
Check out the picture below for customizable statuses
🔰 Curious about Zero Touch Automation?
🔎 Click here to learn more about Zero Touch Automation
Zero Touch Automation is a feature within SmartForms that kicks off automation processes as soon as your clients submit the form so your engineers won't have to.
This means tasks are handled quickly and automatically, boosting efficiency and cutting down on manual work!
👉 For more information on how to enable Zero Touch Automation and its benefits, visit our Pia Knowledge portal or reach out to your PSM for personalized assistance.
🌟 Smartforms: HaloPSA support!
- HaloPSA people out there, we've heard you! SmartForms is now compatible with your favourite ticketing system, enhancing your user experience and integration! (#22326).
⭐ SmartForms: Configuration Improvement
- Enjoy a faster experience in the white labelling section of SmartForms which will now refresh immediately as you save them (#23777).
⭐ Halo PSA Chrome Extension Upgrade
- Enhanced support for the HaloPSA Chrome Extension, including better handling of custom domains for the ticketing system (#22776).
⭐ Tree View Control Enhancement
- With our new Tree View control, you can now select multiple items simultaneously in your custom packages, enhancing usability and streamlining processes. This feature will also be included in the Computer Space Cleanup Pia package in our next automation release. Stay tuned! (#24206).
See example below:
Bug Fixes 🐛
- Fixed an issue where the system audit log did not log changes for connected services (#24702).
- Corrected the Pia date/time display in the Chatbot to match local regional settings (#24673).
- Resolved issues with the Kaseya RMM connected service integration and token authentication (#24707).
- Fixed an issue where submitted form audit notes displayed reference names instead of display names (#24068).
- Resolved an issue where the ticket owner was not set in the adoption report by adding a new property to ensure proper assignment (#22027).
- Fixed an issue where the SmartForms configure form wasn't being properly logged in the audit trail by adding a feature that records changes made to the form values (#22474).
- Implemented feedback regarding Config Watcher and improved handling of Graph API and delegated consent alerts (#23317).
- Resolved the issue where the Chatbot session was displaying incorrect client in certain scenarios when using third party apps in ConnectWise (#24495).
- Resolved an issue where scheduled terminations in HaloPSA would return "Ticket Type not set" in case the ticket type default was not set (#24527).
- Prevented SmartForms to be configured for clients that have an unsupported environment tag (#24597).
- Fixed an issue where SmartForms configuration portal was returning inactive statuses in ConnectWise (#24629).
- Investigated and resolved issues with the Approvers list not populating in HaloPSA (#24701).
- Investigated and resolved issues with searching for Autotask tickets by Ticket ID (#24768).
- Fixed an issue where scheduled automations would return "null" as user if user wasn't set (#22579).
Early Adopters Features 🔍
Microsoft Partner Portal to perform the Microsoft Graph API "Authorisation" process
Speed up your onboarding of new clients into Pia!
We are currently working with our alpha partners on the Microsoft Partner Portal feature, and the feedback so far has been positive. Everything seems to be going well, and we are making great progress. We anticipate that this feature will be ready for global availability soon. Stay tuned for more updates!
Speak to your Partner Success Manager if you're interested in joining the Early Adopter program or finding out more information about gaining early access to new features. While these features are still being perfected, your feedback will play a key role in shaping the final product, and you'll have the opportunity to enjoy the latest innovations first!
New Activities Released
We are also excited to announce the release of three new activities designed to enhance your custom workflows! Click on the activities below to access the individual article on how to use them. If you need help, you can join our DevConnect community for discussions around these activities and much more here.
New Activities:
Your feedback matters to us! 💜
🛠️ We're here to help—reach out to Partner Support whenever you need assistance.
💡Got ideas to enhance our platform? Share them at ideas.pia.ai and shape the future of Pia aiDesk!
⚙️ Ready to supercharge your automation journey?
Your Partner Success Manager is your go-to person.
Reach out to them to explore custom automation possibilities and optimize your journey with Pia aiDesk.
Let's make AI and automation magic together! 🚀