Enhancements 🌟​

• The Pia: Log Out User from Windows RDS Package now logs additional audit notes in the ticketing system providing more information on the logged in user and the server. (#25894)
• Additional naming conventions, including 'firstFull_lastFull,' 'firstinitial_lastFull' and 'firstFull_lastInitial' have now been implemented in the Pia: Staff Onboarding package for SAM Account Name and UPN. (26624)
• Modified the Pia: Create Shared Mailbox Package to automatically disable newly created accounts by default. An optional setting is now available in the chatbot within the mailbox creation form, to enable the generated account if required. (#26518)
• Enhanced the Pia: Staff Offboarding (Semi-Hybrid) Package with the ability to hide the user mailbox from Global Address list. (#26664)
• Two new license options have now been added to Pia's license matrix, allowing them to be selected as part of the user license selection process for multiple automations.These licenses are: MicrosoftTeams_Enterprise_New and Microsoft_365_E3(no_Teams). (#26656)
• The Pia: Staff Onboarding Package has now been updated to inform the engineers that the default license if the default licenses are not available. (#26288)
• The Pia: Setup/Remove Mail Forwarding and Pia: Add/Remove User from Groups packages have been updated to bundle the scheduled ticket with the original one once the automation is complete. (#26969)
• The Pia: Computer Space Cleanup package has been updated with additional configuration options to set the minimum size expected for folders to be displayed within the cleanup temp folders form. (#26836)
• The SmartForms: Change Calendar Permissions package has now been updated with additional logic to present the option to modify user permissions for Semi-Hybrid executions. (#26786)
• Implemented the ability to run the Pia: Staff Onboarding automation without requiring the use of a manual DirSync. Pia will now simply wait for the user to appear in Office 365 if configured to do so via the newly added package configuration option. (#26298)
• Updated the Pia: Computer Space Cleanup package to output DISM results in the chatbot in the case of a failure from the DISM tool, the output will now indicate as such and indicate what error has occurred. (#26849)

Bug Fixes 🐛​

• The Pia: Staff Onboarding Package was missing two default Microsoft Teams licenses in the license selection drop-down. They have now been re-added. (#25755)
• The Pia: Staff Offboarding Package now logs an audit note regarding the result of the password reset action in the ticketing system. (#25836)
• The Pia: Staff Onboarding Package previously had a case sensitivity on the access method for collecting the distinguished name of the domain users group which was causing package failure. This has now been fixed. (#25710)
• Fixed an issue with Pia: Log Out User from Windows RDS Package where the Package was failing to add a device to the local admin group. (#25746)
• The Pia: Staff Onboarding Package was producing a duplicate success message in the chatbot during group assignment which has now been fixed. (#25869)
• The Pia: Staff Onboarding (Cloud Only) Package was having an issue with assigning all expected security groups when waiting for group based licensing. This issue is now resolved. (#25933)
• The Pia: Staff Onboarding Package now skips the assignment of Exchange Online Groups if the engineer creates the new user without a mailbox. (#25721)
• Adjusted the logic in the Pia: Win10 Install Network Printer Package to allow adding printer drivers via additional resources. (#25992)
• The Pia: Account Locked Out Package has now been updated to filter out non synced users while syncing changes to the AD after unlocking the account. (#26016)
• Fixed an issue with the Pia: File Share Security Change Package where Pia was displaying IP based drive/share mappings. (#25990)
• Fixed an issue with the Pia: Get Mailbox Information Package where Pia was attempting to populate multiple items within a text field causing the form to break. (#26140)
• Added more error handling within one of the activities of the Pia: Reset Network Password (Cloud Hybrid) Package to prevent failures. (#26156)
• The Pia: Manage Software Package has now been updated to log additional information in the ticketing system when an error occurs. (#26072)
• The Pia: Staff Onboarding Package now displays a notification in the chatbot to the engineer about adjusted SAM Account Name and UPN if the provided ones are already in use. (26092)
• Updated the Pia: Get Software Information Package to collect additional installed software and output in the Pia Chatbot. (#26138)
• Fixed an issue with the Pia: Staff Onboarding Package where the package was failing if a group has the same Proxy Address as the one the user was attempting to create. (26142)
• Fixed an issue with the SmartForms: Create or Remove Mail Forwarding Rule Package where it was not taking into consideration the custom email field. (#26196)
• The Pia: Staff Onboarding (Cloud Hybrid) Package now logs additional notes in the ticketing system when the user is assigned to Active Directory Groups. (#26340)
• The Pia: Staff Account Details (Cloud Only) Package has now been updated to filter users that are not synced rather than filter users without a SAM Account Name. (#26369)
• Fixed an issue with the Pia: Create a Group Package where Security Groups with the same name were being created in different Org Units. (#26379)
• Updated the Pia: Microsoft Teams Troubleshooter Package with additional error handling methods to prevent package failures. (#26387)
• The Pia: OneDrive Troubleshooter Package now displays a message in the chatbot when an error occurs while attempting to search a directory where the sync locations are too long instead of failing the package. (#25625)
• Updated the SmartForms: User Onboarding Package to skip the Azure AD: License Capability Check when running for Prem-Only clients. (#25703)
• Fixed an issue with the SmartForms: Staff Onboarding Package where it was failing to respect the plain text password rules based on the client's onboarding configuration. (#25881)
• Updated the Pia: Staff Onboarding Package with additional error handling logic to prevent package failure when additional attributes are set incorrectly. (#26469)
• The Pia: Staff Offboarding (Cloud Only) Package was failing to remove a user from the groups if the user was part of more than 40 groups in Microsoft 365. This issue has now been resolved. (#26479)
• Fixed an issue with the SmartForms: Setup/Remove Out of Office Package where the Time Logging was not working. (#26535)
• The 'ticketing_system_get_company_by_id' and the 'cw_get_company_by_id' activities can now run without using the ticket id input variable. (#26572)
• Fixed an issue with the Pia: Staff Onboarding (Semi-Hybrid) Package where a security group was not being displayed in the group selection form for a client. (#26634)
• Fixed an issue with the SmartForms: Staff Offboarding Package where the user selection drop-down in the forms included groups. (#25823)
• Updated the Pia: Reset Network Password (On Prem) Package to log additional notes into the ticketing system summarizing the password reset actions and their status. (25492)
• Fixed an issue with the Pia: Grant Mailbox Permission package where the UPN value was not automatically set to the value of the Primary SMTP after the user account was converted to shared mailbox. (#23711)
• Fixed an issue with the Pia: Triage Package where the package was failing to assign tickets if the user had blocked their calendar. This was specific to Halo Ticketing System. (#25826)
• Fixed an issue with Pia: Staff Onboarding Package where the package was failing to retrieve shared mailbox permissions due to unsupported URL used for the Recipient Permissions. (#26324)
• The Pia: Staff Onboarding Package now has the option to select the Microsoft Entra Suite License in the license selection drop-down. (#26454)
• The SmartForms: Staff Offboarding Package was incorrectly passing manager data to the extension automations which has now been fixed. (#26878)
• Fixed a RegEx issue with the Pia: Change Calendar Permissions package that was preventing users from appearing in the user selection dropdown in cloud hybrid environments under certain scenarios. (#26862)
• Resolved an issue with the SmartForms: Staff Onboarding package where the package was failing to properly log additional password information to the ticket when configured to do so. (#26742)
• Fixed an issue with the Triage feature where it was failing to collect ticket data from AutoTask ticketing system. (#26749)
• Enhanced resiliency in the enablement of litigation hold for new user mailboxes in the Pia: Staff Onboarding package. (#26675)
• Resolved an issue with the Pia: Staff Onboarding package where the creation of new user was failing due to use of special characters. (#26681)
• Fixed an issue with the Pia: Bulk Update User Details (Cloud Only) package where the package was unable to modify privileged account details due to a missing scope. (#25904)
• Fixed an issue with the Pia: Computer Performance Report package where it was auto selecting a device that was offline and leading to an infinite loop for certain AI AutoStart scenarios. (#26894)
• Fixed an issue where the SmartForms were loading slow by adding multiple filter styles and minimizing the amount of data Pia collects and processes. (#25807)
• Fixed an edge case scenario where the Triage feature was missing audit logs when running in live mode. (#26857)
• Adjusted the Pia: Get User Account Details package so that it no longer fails if the date/time conversion fails. (#26654)
• Fixing an edge case scenario for Pia: Staff Onboarding Package where some sync containers were not recognized during new user creation. (#26641)
• Fixed an issue with the Pia: Computer Performance Report package where Pia failed to suggest subsequent packages after the initial package execution was completed. (#26846)
• Resolved an issue with the Pia: Staff Onboarding (Cloud Only) package where Pia was not respecting the "Disable Contact Creation on Ticketing System" flag in the package config tool. (#26689)
• Fixed an issue where the Pia: Staff Offboarding (Cloud Hybrid / Cloud Only) packages would fail when attempting to deprovision an annual committed license. (#26855)
• Fixed an issue with Pia: Staff Onboarding (Cloud Hybrid) package for remote mailbox scenarios where mailbox creation process was incorrectly completing causing remote mailbox creation to fail and duplicate the mailbox in exchange online. (#27009)
• Resolved an issue in the SmartForms: User Onboarding (Semi Hybrid) package that was preventing the assignment of multiple licenses through access levels. (#26790)
• Resolved an issue Pia: Staff Onboarding package where Pia was failing to recognize the pre-configured Org Units set up in the package configuration form in an edge case scenario. (#26735)
• The SmartForms: Staff Offboarding package did not show Out of Office configuration options due to incorrect logic. This has now been amended. (#26760)
• Resolved an issue in Pia: Staff Onboarding package where the assigned licenses were not being passed to the extension automation at the end of package execution. (#26943)
• Added RegEx to the password field of the Pia: Staff Offboarding package to prevent engineers from entering tab characters (as these character types are invalid). (#26783)
• Resolved an issue in the SmartForms: Staff Onboarding package where an error occurred when only one shared mailbox permission was collected, preventing the review form from being presented to engineers. (#26737)
• Resolved an issue in the SmartForms: Staff Onboarding package where Pia would attempt to search for exchange capable licenses however would fail in certain edge case scenarios. (#26860)
• Fixed an issue with the Pia: Staff Onboarding package where the package failed upon reaching the timeout limit when attempting to query recipient permissions. (#26746)

Bug Fixes 🐛​

• Fixed an issue which could occur during MS Graph API Authorisation which prevented the exchange role from being granted properly to Pia during the authorisation process due to Microsoft's backend servers not synchronising quick enough for Pia to perform the actions in sequence. Pia now processess the authorisation process over a period of time with retry behaviour until the command succeeds. (#25257)
• Resolved an issue with how repeating sections are displayed in SmartForms. This issue only occurs in specific custom automation scenarios (whereby a listbox in a repeating section with a 2 column layout configured would render in an incorrect layout) . (#26029)
• Fixed an issue with the Pia Config Watcher health rule for SmartForms ticket defaults which was causing the rule to trigger if no status was set in the SmartForm workflow states even though it is not a required field in the SmartForms setup screen. (#26040)
• Fixed an issue with the Pia Chatbot where the 'info' option was not being displayed correctly. (#26395)
• Added a filter in the User Groups page to hide deleted users from the user groups. (#26467)
• Fixed the logic of the AI Auto Reply feature for SmartForms so that it is more robust and covers multiple edge case scenarios. (#26842)

Stability, Performance and Security!​

• The client configuration screen in the Pia Partner Portal now loads quicker!
• The extension points option in the client configuration screen now loads instantly!
• Partners running many automations at the same time should see more reliable execution of automations with much more handling and management of memory and powershell execution performance added!
• Security updates, including:
  • Additional verification of installer and agent files during agent startup and updates to prevent tampering of the agent by a malicious actor. This is over and above the protection which Microsoft Smartscreen (Windows) provides for authenticode encrypted applications (which Pia already adheres to).
  • Further verification of allowed certificates used for the code signing of the Pia Agent, this is in addition to Microsoft Authenticode (industry standard), the Pia Agent will go over and above by performing self verification from Pia's service that the installer and executable files are signed with a Pia approved public key (as obtained from your Pia Tenant) on the machine.

Note: The security updates to the agent in this release are to enhance security for privilaged scenarios. This means adding additional checks, constraints and restrictions for what a user can do in scenarios where that user already has full access to a machine or system. Pia takes security seriously and we will continue to enhance the controls and measures in place to go far over and above industry standards.

Enhancements​

• Allow management of co-managed users for ConnectWise (#26021)

Bug Fixes 🐛​

• Fixed Autotask Automated Time Logging Error - removed timezone modifier as it was causing an internal server error for a partner (#26105)
• Out of Memory Exception: resolved a case where occasionally an out of memory exception would occur, causing an automation package to fail (#26310)
• Fixed an issue where agents set to a deleted client would slow down tenant (#26311)
• Added Error Message Popup and Retry Option if Antivirus Blocking occurs while running an activity on a client's device (#25060)
• Fixed scheduling loop to allow scheduled packages to collect input variables from time of schedule (#25944)
• Improved the UI and logic of font size in the Form Editor (#25951)
• Restricted scope selection in UI when creating delegate consents for Microsoft Teams so that multiple consent requests are not issued across different domain resources (#26084)
• Fixed Activity Editor Default Value to allow all characters to allow activities to run successfully (#26197)
• Fixed a regex issue with Halo browser extension so the ticket number opened in all windows and tabs (#26215)
• Updated the Package Schedule activity so that it would check for any updates in schedule date/time before performing the action (#26220)
• Fixed Forms History not loading in Chatbot to render message (#26222)
• Fixed an edge case instance where a scheduled package didn't execute for a partner (#25912)

What's New 🌟​

Release Items:

• 2x New Automation Packages!
• 🎆NEW AI AutoStart Automations!🎆: for OneDrive AND Computer Performance Report.
• 1x New Integration!: User Onboarding/Offboarding license procurement via Ingram Micro.
• AI Triage Updates: More conditions and actions added to dispatch!
• Semi-Hybrid Support for SmartForms Automations: 3x SmartForm automations receive the Semi-Hybrid treatment!
  
  

New Features and Enhancements​

🌟 2x New Automation Packages 📦​

• 👥 Bulk User Offboarding: It's finally here! After receiving your valuable feedback through Pia Ideas, you can now Offboard multiple users at a time! (#23948)
• 🖥️ Computer Space Cleanup V3: We are relaunching the Computer Space Cleanup package, this will have all of the functionality of Versions 1 and 2 so you won't miss out on your favorite features. (#24212)

🌟 NEW AI AUTOSTART AUTOMATIONS!! 🤖​

(Early Adopters Program Only)

• We're excited to announce the release of our new AI AutoStart Automations for the OneDrive Troubleshooting Automation (#25874) AND Computer Performance Troubleshooter AutoStart Automation (#25927) with real-time diagnostic reporting as users submit their tickets, engineers are equipped with the completed initial report to resolve tickets faster!

🌟 CSP Integrations​

🪪 Feature Enhancement​

The CSP Integration has been enhanced with additional functionalities to better handle over assigned licenses and multiple Subscriptions/Licenses with different commitment periods.

To learn about these changes, refer to this article.

🪪 Ingram Micro (CSP)​

(Early Adopters Program Only)

• Ingram Micro now adds to our list of supported CSPs for managing Office 365 licenses! You can now automatically manage Office 365 licenses directly through our automation processes like Staff Onboarding, Staff Offboarding, and Manage User Licenses. This enhancement will save you time and streamline your routine processes, making license management more efficient and hassle-free! (#23049 and #23050)

🌟 AI Triage Updates 🚛​

We've added 4 new conditions to AI Triage to better manage your incoming tickets! Check out the New AI Triage Experience Release Notes.

• Ticket Status Condition for Ticket Dispatch. (#13871)
• Triage Condition for matching board: route tickets to the appropriate Help Desk Board based on conditions you specify! (#15583)

🌟 Semi-Hybrid Support for SmartForms Automations!​

• We've expanded our environment support to Semi-Hybrid for SmartForms.
  • Password Reset (#24789)
  • Staff Offboarding (#24791)
  • Staff Onboarding (#24790)

New and Enhanced in this Release ✨​

• 📅 Get Staff Account Details Automation has a new property, "Password Last Set Date", this shows when the user last set their password. (#25192)
• 🤓 Added support for SAM Account Name for the User Onboarding Package - specifically new username format First Name and first two characters of Surname: johnsm (for John Smith). (#25808)
• 📮 NEW Extension Automation: Enable Mailbox Archiving. (#24746)

We hope these enhancements improve your experience and streamline your workflows. Stay tuned for more updates and new features in future releases. As always, your feedback is invaluable to us. Please don't hesitate to reach out with any questions or suggestions.

Thank you for choosing Pia aiDesk as your automation platform of choice!

The Pia Product Team

What's New 🌟​

Major New Features/Release Items:

• New AI & Triage Experience
• AI AutoStart
• AI AutoReply
• Doubling of Pia AI Ticket Classification Capability

Other Items In This Release:

• Pia Portal Refreshed Look and Feel
• Package & Activity Editor Refresh
• Bug Fixes 🐛

New Features and Enhancements​

🌟 New AI & Triage Experience​

(Early Adopters Program Only)

Configuring Pia Triage & Dispatch has never been more seamless. The New AI & Triage Experience brings a refreshing visual interface to what was once a task for coding aficionados. We know that setting up automations shouldn't require technical expertise, and with this new experience, it doesn't have to.

The updated interface includes:

• Dashboard - View the entire flow, activate or disable Pia Triage with just a click.
• Stamping Screen - Easily configure automated ticket categorization for different service requests.
• New Dispatch Screen - Set up rules to automatically route tickets to specific engineers or boards based on predefined conditions.
• AI Analysis Screen - Influence and enhance Pia's accuracy by tweaking Pia's AI engine.

With this comprehensive overhaul, managing ticket flows becomes as easy as navigating a very intuitive UI, freeing up your technical resources to focus on more complex tasks.

Read more on how to navigate this new feature here: New AI & Triage Experience

🌟 AI AutoStart​

(Part of New AI & Triage Experience)

AI AutoStart activates as soon as a ticket enters your system, launching pre-defined automations to collect information or solve problems instantly.

For example, if a client submits a ticket about a performance issue, AI AutoStart triggers a performance report right away, capturing the system's condition at the time of submission. This saves time and provides accurate data for troubleshooting.

Read more on how to navigate this new feature here: AI & Triage: AI AutoStart

🌟 AI AutoReply​

When clients email a ticket that could have been submitted through SmartForms, AI AutoReply automatically informs them about using SmartForms to ensure faster, more efficient service. This helps improve adoption and reduces friction for your team.

For a deep dive into AI AutoReply you can read more here: AI AutoReply

🌟 Doubling of Pia AI Ticket Classification Capability​

We’ve expanded our ticket classification system to around 60 categories, allowing us to detect and handle even more types of tickets with improved precision. By leveraging the new AI&Triage Experience, you can easily create custom stamping and dispatching rules further optimize your triage operations, ensuring smoother workflows and faster resolutions.

And we're not stopping here—stay tuned for more updates!

For a comprehensive list all available classifications including the newly introduced ones you can read the following article: AI Analysis

🌟 Pia Portal Refreshed Look and Feel​

We're certainly guilty of releasing heaps of new functionality, but we've also managed to squeeze a refreshed the look and feel into Pia Portal!

🌟 Package & Activity Editor Refresh​

For all the Automation Engineers out there, the package & Activity Editors also gained a refresh, designed to give you the maximum screen space possible while working on your next big automation. As an extra bonus, we've added a new button in the activity editor which will validate your PowerShell for you, saving you extra time!

Bug Fixes 🐛​

• Fixed an issue where the service bus could stop processing messages, causing agent status updates to fail. Improved error handling and logging for resilience. (#25004)
• Addressed an issue where antivirus software blocked data processing, adding clear messages and retry options. (#25060)
• Resolved an issue in HaloPSA where mandatory custom fields weren't included during ticket creation, causing scheduled tasks to fail. (#25431)
• Improved form loading performance by optimizing data processing and decreasing SmartForm refresh frequency. (#25554)
• Fixed an issue where token refresh would occasionally fail, adding retry attempts to ensure successful completion. (#25766)
• Fixed incorrect reporting of missed opportunities by adding exclusion criteria for SmartForm package instances. (#25805)
• Reduced duplication in ticket status dropdowns within SmartForms Ticket Default to ensure only distinct statuses are available for selection. (#25806)
• Corrected a missing query call that caused automation errors in client support. (#25838)
• Fixed an issue where client contacts in Autotask were not showing in the approvers list in Pia, despite having the necessary details. Added paging to ensure proper display of all eligible contacts. (#25854)
• Fixed an issue where SmartForms for Halo PSA did not correctly associate the client contact by email address. Implemented a solution to properly match the submitted form to the correct client contact. (#25896)

Early Adopters Feature Update 🔍​

These features are currently available under our Early Adopters Program (EAP), allowing select partners to gain early access and provide valuable feedback. As we continue refining and enhancing these features, we expect to roll them out globally once development is complete. Stay tuned for updates as we bring these powerful tools to all users in the near future!

We hope you'll enjoy these new enhancements and features. Stay tuned for more updates and new features in future releases. As always, your feedback is invaluable to us. Please don't hesitate to reach out with any questions or suggestions.

Thank you for choosing Pia aiDesk as your automation platform of choice!

The Pia Product Team

Enhancements ✨​

• A new Triage action has been added to set ticket priority based on predefined conditions in the triage package. The priority value is aligned with the ticketing system used by the partner. (#13296)
• The Win10 Install Network Printer and Printer Troubleshooting packages now display the system name (hostname) of the printer alongside the display name to make printer selection easier. (#18256)
• Added scheduling functionality to the Change User Details package, allowing the automation to be scheduled for later. (#23661)
• The text "Please do not reply, this is an automated message." has been added to all SMS notifications sent by Pia to prevent confusion and manage user expectations. (#24784)
• Added Microsoft Entra ID P1 for faculty (AAD_PREMIUM_FACULTY) as a default license option to the Staff Onboarding configuration forms (#25080).
• Added an extension point to CSP Licensing: Modify Subscription to allow MSP's to create approval extensions for CSP license changes. (#25350)
• Updated the audit note in Send SMS package. It now includes the name, phone number, and message details of the person selected or texted directly. This information will show in the audit logs. (#25738)

Fixes 🐛​

• Fixed an issue in the Staff Onboarding package where permissions weren’t collected properly a rare edge case. (#25774).
• Fixed an issue in the Staff Onboarding Smartform to add missing Windows 365 Enterprise license option. (#25693).
• Fixed an issue in the Staff Offboarding SmartForm where a user wasn’t being moved to the correct group after termination due to an invalid configuration value. (#25570).
• Fixed an issue in the Staff Onboarding package where contact details weren’t available to your custom extension point for the Semi-Hybrid variation of the new user automation. The system now ensures contact creation is done prior to the extension point. (#25495).
• Fixed an issue in the Grant Mailbox Permissions in Bulk package where users could not configure "send on behalf" of a mailbox due to incorrect of UPN to Primary SMTP. (#25454).
• Fixed an issue in the Re-Enable Terminated User automation where only Organizational Units (OU) containing at least 1 active user were available for selection when re-enabling terminated accounts. The system now loads all OU's for Cloud Hybrid and On-Prem environments (#25453).
• Fixed an issue in the Staff Onboarding package where an incorrect error message was displayed during an Active Directory sync issue. The system now shows the correct error message and retries the sync if needed (#25449).
• Fixed an issue in the Create Shared Mailbox package where the .onmicrosoft domain wasn’t available when creating shared mailboxes. The system now correctly includes the .onmicrosoft domain as a valid option (#25448).
• Fixed an issue in the Staff Onboarding automation where a failed license assignment caused a retry loop but didn’t skip unnecessary steps. The system now skips directly to the next relevant step, improving efficiency (#25416).
• Improved the wording in the Grant Mailbox Permissions in Bulk automation to ensure engineers see a clear message stating that “All permissions will be removed” during mailbox permission removals (#25407).
• Fixed an issue in the Staff Onboarding automation where removing an "@" symbol from a UPN field caused a failure. We now ensure the "@" symbol is always present, preventing errors during user creation (#25396).
• Added a clearer error message in the Reset Network Password automation to inform engineers when a password complexity rule isn’t met. The system now also verifies password success and retries if necessary (#25390).
• Fixed an issue in the CSP Licensing: Modify Subscriptions automation where timeouts occurred and responses were not handled correctly. We’ve increased the timeout and improved the error handling logic to catch and retry on failures (#25386).
• Fixed an issue in the Reset Network Password package where we couldn’t find the user in the domain controller, leading to errors. We’ve added more variables to ensure the user can be found more reliably (#25380).
• Updated the SonicWall VPN package to ensure the latest version of the application is installed by using the updated installer URL (#25361).
• Fixed an issue in the Change User Details automation where we were using an outdated PowerShell method that caused errors. We’ve updated it to use the correct method for compatibility (#25349).
• Fixed an issue in the VPN Setup automation where space characters in the input variables caused incorrect data processing. We’ve removed unnecessary whitespace to ensure proper handling (#25331).
• Improved error handling in the CSP Licensing: Modify Subscriptions automation to ensure exception messages are always logged, and retries occur for certain errors to successfully collect subscriptions (#25324).
• Fixed an issue in the Create Shared Mailbox package where a misleading error was shown for federated domains. We’ve added a specific error message to clarify the exact issue when updating the UPN fails (#25310).
• Fixed an issue in the Staff Onboarding package where the middle name field was incorrectly marked as failed without a proper null check. Now it only fails if the field is actually empty or null (#25290).
• Fixed an issue in the Change User Details automation where whitespace in proxy addresses caused updates to fail. We’ve added trimming to ensure the input is handled correctly (#25273).
• Fixed an issue in the Staff Offboarding automation where mailbox conversion would fail if the mailbox couldn’t be found. We’ve added handling to allow retries or skipping mailbox actions when necessary (#25270).
• Improved the Staff Onboarding automation to ensure licenses are processed correctly when the prompt for confirmation setting is disabled. Now it handles licenses without duplicates automatically, and asks for confirmation only if needed (#25266).
• Fixed an issue in the Staff Onboarding and Change User Details automations where validation for user names was too strict. We’ve adjusted the logic to allow numbers at the start of names and display names (#25265).
• Improved the Staff Onboarding automation to handle retries when calendar permissions fail due to a connectivity issue. It will now retry or notify the engineer depending on the issue (#25251).
• Fixed an issue in the Staff Offboarding automation where the Get User Details activity would fail when trying to retrieve details of a disabled user. We’ve moved this activity earlier in the workflow to prevent the error (#25247).
• Fixed an issue in the Add/Remove User from Groups package where groups with unreadable names were causing errors. We now use the ObjectGUID to ensure proper handling of groups even when their display name is null or unreadable (#25230).
• Fixed the Microsoft Teams Troubleshooter automation to ensure it clears all cache locations, including the new Teams cache (#25229).
• Improved the Staff Onboarding automation to continue successfully when no customer is selected (when using the CSP integration), only showing licenses with available counts greater than zero (#25221).
• Fixed an issue in the Staff Offboarding automation where an uninitialized variable caused mailbox conversion to fail. We now initialize the $skip_mailbox_conversion variable properly (#25198).
• Added exception handling and retry logic for network timeouts in the Get Shared Mailbox Permissions automation (#25172).
• Fixed an issue in the Computer Space Cleanup automation where long directory paths exceeding the 260-character limit caused errors. Now we handle this with a proper exception and continue logging (#25037).
• Improved the Delete Mail Contacts package by adding error handling for missing contacts and stopping sync from the On-Prem package back to the parent in Cloud Hybrid scenarios (#25021).
• Added debug information for error requests in the CSP Licensing: Modify Subscriptions automation, specifically when handling PAX8 licenses (#24974).
• Improved the Staff Onboarding automation to include all sub OUs from Microsoft Azure Active Directory Connect, unless explicitly excluded (#24858).
• Added chat interaction and auditing to the Create Shared Mailbox automation to provide detailed information about the mailbox setup, including who was granted permissions, the mailbox SMTP, and display name (#23693).
• Adjusted Change Calendar Permissions to support both cloud and on-prem mailboxes in hybrid environments, allowing users to select mailboxes from both locations. (#20341)

What's New 🌟​

Release Items:

• Automated Time Logging
• Introducing the New Integration Experience (Early Adopters Only)
• Improved chatbot experience for MS Delegate Token Expiry
• Optional Session Timeout for Better Security
• Bug Fixes 🐛

New Features and Enhancements​

🌟 Automated Time Logging​

We’ve made tracking your automation time easier than ever! You can now specify a pre-defined amount of time to log against each ticket, which helps you keep an accurate record of the time spent on each task. This feature is configurable per automation and can be set up in bulk for all clients, reducing the need for manual effort. It’s a simple way to ensure you’re accurately tracking and billing your automation efforts. (#24684)

Read more on how to configure this new feature here: Automated Time Logging

🌟 Introducing the New Integration Experience​

(Early Adopters Program Only)

Imagine you’re using Pia’s staff onboarding automation, but it doesn’t quite cover the entire process—perhaps there's an extra step unique to your system. Or, say you need help troubleshooting and want a step-by-step guide generated automatically via ChatGPT which is specific to your ticket and issue. With the Integration Experience, you can bridge the gap by setting up custom automations with 3rd party Apps and API's to handle that final onboarding task automatically and give you that extra capability you are looking for on your service desk.

The New Integration Experience offers two key benefits:

1. Easily Set Up Pre-Built Pia Integrations: Get up and running quickly with Pia’s native integrations, designed to work seamlessly with popular platforms.
2. Custom Integrations at Your Fingertips: If Pia doesn’t have your favorite software pre-integrated, no problem! Use the Integration Experience. to build your own automations with any external API, allowing you to tailor Pia’s automation environment exactly to your needs.

Whether it's connecting to a CRM to create a new user every time the onboarding automation runs, or setting up a custom VoIP integration with your chosen vendor, the possibilities are endless—provided the software supports API access. With the Integration Experience, you’ll save time, boost efficiency, and gain the flexibility to automate exactly how you want, without being limited by pre-built options.

Dive deep into the New Integration Experience, check out the following articles and video tutorials!

• New Integration Experience, an introduction
• How to set up your first custom integration
• Tutorial: Build Automations with a custom ChatGPT Integration

🌟 Improved chatbot experience for MS Delegate Token Expiry​

We've enhanced how Pia handles expired MS Graph API and Delegate tokens. Previously, when a token expired, the automation would error. Now, instead of halting everything, Pia will notify that you need to reauthorize. You can then refresh Pia once you have reauthorised in the Pia Portal to continue the automation. This update ensures fewer disruptions and a much smoother workflow.(#22659)

🌟 Optional Session Timeout for Better Security​

We’re excited to introduce an optional session timeout feature for the Pia Partner Portal. This means you can choose to have users re-login after a period of inactivity, adding an extra layer of security. It's a great way to keep user sessions secure and reduce the risk of unauthorized access. Remember, this feature is entirely optional and can be configured to suit your needs! (#24181)

Bug Fixes 🐛​

• We resolved an issue where some styles were applied globally instead of to specific forms in the Partner Portal, ensuring the correct display of forms across the platform. (#25296)
• We fixed an issue where the search bar would scroll along with the table when viewing multiple automations. The search bar now remains fixed in place while scrolling. (#25351)

Early Adopters Feature Update 🔍​

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!

We hope You'll enjoy these new enhancements and features. Stay tuned for more updates and new features in future releases. As always, your feedback is invaluable to us. Please don't hesitate to reach out with any questions or suggestions.

Thank you for choosing Pia aiDesk as you automation platform of choice!

The Pia Product Team

Enhancements ✨​

• We've made significant improvements to our Machine Learning and AI model, increasing the accuracy to ~95%. This enhancement boosts ticket classification and improves the performance of Pia Triage and automation recommendations by the Pia Chatbot.
• The Pia Browser Extension now remembers its last position, so you don't need to adjust your Pia Chatbot each time you log in HaloPSA or Autotask! (#25081)
• Enhanced support for custom domains in the Halo PSA Chrome Extension, allowing partners to use custom domains such as psa.companyname.com instead of psa.halopsa.com (#22776).
• Added improvements in the Microsoft Partner Portal Connected Service (Pia Portal), including failure messages for better user feedback (#24946).

Bug Fixes 🐛​

• Fixed an issue where the chatbox session displayed wrong client data by removing session caching (#24495).
• Resolved a problem with SmartForms ticket stamping (Autotask) not applying due to inactive accounts not being filtered out (#24892).
• Addressed a Pia Browser Extension issue by ensuring the server address includes "https://" (#24899).
• Resolved an issue where restarting the Pia Agent could cause duplicate task execution by ensuring the task runs only once. (#24967).
• Improve handling of the "Agent Offline" error message by addressing an issue where the parent automation would incorrectly enter an error state when a child package is executed in "inline" mode. (#25031).
• Resolved the issue of client package configs not saving when there are blank sections by adding a null check (#25059).
• Improved error messaging when the antivirus blocks a PowerShell script execution by displaying a proper message and offering retry options (#25060).
• Added logic to prevent the Pia Browser Extension from overflowing off the screen in HaloPSA and Autotask (#25081).
• Added logic to prevent sandbox changes in the Activity Editor when there are unsaved changes (#25146).
• Fixed the creation of scheduled audit notes by ensuring both assignedResourceID and assignedResourceRoleID fields are properly handled (#25173).
• Addressed the issue where packages appeared to fail without errors by improving exception handling for duplicate executions (#25224).
• Corrected the rendering of input objects in the Activity Editor by removing unnecessary characters (#25264).
• Fixed the Reset Password form issue where default values were not properly compared, causing display problems (#25293).
• Resolved the issue in the Activity Editor where "Goto Line" was not working by adding the required import (#25299).

Release Items:

• Pia's AI-Assisted Triage for HaloPSA
• Automated Office 365 License Management through Rhipe (CSP)
• More Customizable Pia's SmartForms!
• More Extension Automations
• Additional SmartForms Enhancements

📺 Watch our walkthrough video to explore the main features and enhancements included in the release!

New Features and Enhancements​

🌟 AI-Assisted Triage for HaloPSA​

• Our Triage & Dispatch solution is now available in HaloPSA! HaloPSA partners can now benefit from automatic ticket categorization and assignment to engineers. While this solution is already a game-changer, we're just getting started with Pia's AI-Assisted Triage. Expect more enhancements as we progress through our roadmap. Stay tuned, Triage enthusiasts! (#16022)

🌟 Automated Office 365 License Management via Rhipe (CSP)​

• Rhipe now adds to our list as a supported CSP for managing Office 365 licenses! You can now automatically manage Office 365 licenses directly through our automation processes like Staff Onboarding, Staff Offboarding, and Manage User Licenses. This enhancement will save you time and streamline your routine processes, making license management more efficient and hassle-free! (#23052) (#23053)

🌟 More Customizable Pia's SmartForms!​

• We are excited to announce that all available SmartForms at the time of this release now support extension points. This means our partners can customize them by adding their preferred forms and extensions to better suit their customers' workflows. (#23969)

  • Account Locked Out
  • Change Calendar Permissions
  • Create or Remove a Mail Forwarding Rule
  • Grant or Revoke Mailbox Access
  • Reset Network Password
  • Setup or Remove Out of Office
  • Staff Offboarding
  • Staff Onboarding

🌟 SmartForms Enhancements!​

• Enhanced New User SmartForms

We’ve made improvements to our Staff Onboarding SmartForms for both Cloud Only (CO) and On Premises (OP) environments during Zero Touch execution, making them more reliable and user-friendly. (#22966)

➕ The following functionalities have been added:

Cloud Only (CO) & On Premises (OP)​

• Welcome Email
• Primary SMTP Address Domains
• Separate Email Address to User Principal Name
• User Selection Dropdowns

On Premises (OP):​

• Home Drive Enabled

New Features:​

• Separate Email Address to User Principal Name
• Security Groups

🌟 Improved SmartForm Ticket Titles​

• We’ve made an important update to ensure that the titles of the tickets generated by SmartForms are now more meaningful and contain key information from the form itself. This improvement helps in better understanding and managing the requests. (#23780)

A few examples:

Staff Onboarding Reworded:​

• New User Request for < First Name, Last Name of the user >

Staff Offboarding Reworded:​

• Offboarding Request for < First Name, Last Name of the selected user > effective immediately (if the user has selected Now)
• Offboarding Request for < First Name, Last Name of the selected user > at < Scheduled Date and Time >

🌟 More Extension Automations!​

🔗 These Pia Automation Packages now support extension automations, empowering your customization creativity! (#23745)

Note:

• Pre: Before the package execution
• Post: After the package execution

🌟 Expanded Environment Support!​

🖥️ We are excited to announce expanded environment support for some of our key automations!

• Change Calendar Permissions now supports the Semi-Hybrid environment, providing greater flexibility and control for administrators managing hybrid setups. (#24938)
• Grant Mailbox Permissions Automation (Cloud Hybrid) now supports on-premises Exchange as well, extending its capabilities beyond just the cloud environment. (#15542)

We hope these enhancements improve your experience and streamline your workflows. Stay tuned for more updates and new features in future releases. As always, your feedback is invaluable to us. Please don't hesitate to reach out with any questions or suggestions.

Thank you for choosing Pia aiDesk as you automation platform of choice!

The Pia Product Team

Enhancements ✨​

1. Pia Triage now supports the ability to set the Category in Autotask upon processing the ticket (#24906).
2. The Grant Mailbox Permission package now includes a popup to display current users and their permissions (#24381).
3. Added support for a Fax Number field in bulk updates to the Update User Details package (#24705).
4. Streamlined the process to promote packages to live environments, enhancing deployment efficiency (#24475).
5. Improved the Create a Group package by adding comprehensive error handling (#23676).
6. Improved Staff Onboarding logic to ensure that SendOnBehalfTo permissions are added without removing existing permissions to allow outbound emails. (#24336)

Fixes 🐛​

1. Resolved an issue with the Staff Onboarding package where user permissions could not be copied due to an error in retrieving user IDs. The package now retrieves user information using both GUID and UPN. (#24408)
2. Fixed a problem with the Computer Space Cleanup V2 package that caused it to hang while processing large data volumes. The package now displays progress by indicating the number of folders processed, improving clarity during execution. (#24588)
3. Addressed a discrepancy in the Manage User License package where users were not informed when licenses were fully subscribed but license count was 0. The package now provides a warning message if no licenses are available, preventing confusion during assignment. (#24602)
4. Resolved an issue in the Staff Onboarding package where users encountered a permission error when attempting to purchase a Pax8 license with a cost set below the buy rate. (#24675)
5. Updated the Staff Onboarding package to accept Unicode characters in the samAccountName field, resolving issues where certain characters were previously restricted. (#24913)
6. Corrected a duplicate success message issue when handling licenses through our automation packages by removing redundant chat interactions, ensuring that only the final confirmation message is displayed. (#24968)
7. Enhanced the Restart Services package to include running services in its operations, addressing a previous issue where only stopped services were filtered and included. (#24989)
8. Fixed an error in the File Share Security Change package that occurred due to a missing skip in the process flow, which caused a failure when referencing a skipped activity. The skip has now been correctly added. (#24991)
9. Fixed an issue in the Staff Onboarding (SmartForms) package where an incorrect warning message regarding litigation hold was displayed. The package now accurately checks license capabilities and no longer shows the incorrect warning message when litigation hold is not applicable. (#25013)
10. Improved the Change User Details Semi Hybrid package by making the user selection field mandatory, preventing failures due to the lack of selection. (#25026)
11. Fixed an issue in the Manage User Licenses package where certain SKU names were missing from the license matrix, including Microsoft_365_Copilot and Microsoft_Teams_Rooms_Pro. The package now shows correct license names as these SKUs have been added to the matrix. (#25043)
12. Resolved an issue in the Staff Onboarding package where litigation hold was attempted on licenses with only exchange capabilities. The package now checks if the license has litigation capabilities before attempting to set up litigation hold. (#25046)
13. Added the TEAMS_ESSENTIALS_AAD license entry to the matrix for all license selections, ensuring it appears in the dropdown for selection in the Staff Onboarding package. (#25048)
14. Fixed an issue in the Staff Onboarding package where the original user OU was not copied due to multiple OUs being selected. The package now correctly selects the proper OU. (#25050)
15. Improved clarity of the Get Mailbox Information package by renaming the text to reflect the package name, making it easier for Pia Chmapions to locate. (#25052)
16. Resolved an issue in the Staff Onboarding package where a failed mailbox wait was caused by an improper null check. The package now uses a differet logic to handle both null and empty cases. (#25061)
17. Enhanced the Staff Onboarding package to restrict the characters allowed in user principal names (UPNs) and primary email addresses, fixing issues with certain characters. (#25064)
18. Fixed an issue in Pia Triage where assigning a ticket assignee did not update the audit variables correctly. The audit variables are now correctly assigned. (#25082)
19. Resolved an issue in the Staff Offboarding package where Azure passwords were not immediately reset, requiring a sync. The package now resets Azure passwords immediately. (#25110)
20. Fixed an issue in the Staff Onboarding (SmartForms) package where processing data in a cloud hybrid environment caused the package to stop. A new logic was added to handle cloud-only and cloud hybrid environments separately, preventing stoppage. (#25113)
21. Resolved an issue with handling licenses subscription changes where duplicate licenses were found due to identical subscription details. The package now matches on the unique subscription ID to prevent duplicates. (#25115)
22. Fixed an issue where the country code was incorrectly set to US instead of NL. A -match condition was added to correctly adjust the country code. (#25116)
23. Resolved an issue in the Setup / Remove Mail Forwarding package where mail forwarding failed if only one user was returned. The package now ensures that the list is treated as an array regardless of the number of users. (#25119)
24. Fixed an issue in the Staff Offboarding (SmartForms) package where an empty line caused an error. The package now excludes null or empty values before iterating. (#25136)
25. Updated the Change User Details package by renaming the display name for the OFFICESUBSCRIPTION license to Microsoft 365 Apps for Enterprise, ensuring accurate representation. (#25150)
26. Updated the license matrix in the Staff Onboarding package to reflect the correct display name "Microsoft Teams Phone Standard", replacing the outdated name "Microsoft 365 Phone System." (#25152)
27. Enhanced the Staff Onboarding (Cloud Hybrid) package to output the license's display name if assignment fails, improving clarity by matching the SKU with a user-friendly name. (#25202)
28. Resolved a datetime parsing issue in the Create Mail Forwarding rule (SmartForms) package where an empty datetime caused errors. The package now includes a null check for scheduled dates, preventing the issue. (#25223)
29. Fixed an issue in the Staff Offboarding package where disabling a 365 account failed if the user was a member of a group with elevated permissions. The package now removes groups before disabling the account to avoid 403 errors. (#25274)
30. Addressed an issue in the Setup/Remove Out of Office package where no users were found in the tag due to a prior syntax error. The logic has been separated to ensure proper processing. (#25315)
31. Resolved an issue in the File Share Security Change package where multiple mappings to the same drive path caused duplicates. The package now filters out duplicate mappings based on drive name and path, ensuring only unique shares are displayed. (#24733)
32. Fixed an issue in the CSP Licensing: Modify Subscriptions package where changes failed due to multiple matches with different commitment types (e.g., yearly/monthly). The package now includes a filter for commitment length to process changes correctly. (#24835)
33. Resolved a logic issue in the Password Reset package where duplicate logic existed for handling exceptions. The package now has a single catch statement that properly handles activity returns. (#24839)
34. Fixed an error in the Computer Space Cleanup v2 package where an invalid path was causing failures. The package now processes the path as expected without errors. (#24844)
35. Resolved an issue in the Staff Offboarding (Cloud Only) package where the process would hard error when attempting to set "hide user in GAL" due to an inability to find the mailbox by UPN. The package now continues on error when the user mailbox is not found. (#24851)
36. Fixed an issue in the Change User Details package where a null object GUID caused errors. Implemented changes to pass in the user object as suggested, resolving the issue. (#24872)
37. Addressed a failure in the Staff Offboarding and Setup Out Of Office packages where no retry was attempted on error. The package now includes a retry mechanism to handle errors. (#24883)
38. Resolved an issue in Pia Triage where workflows were not working properly due to the clientIsEnabled condition not being matched. The package now uses a global variable for clientIsEnabled, ensuring proper routing. (#24889)
39. Fixed an issue in the Staff Onboarding package where activity results were incorrectly reported as unsuccessful due to custom attributes not being properly checked. The package now verifies attribute changes correctly before reporting success or failure. (#24890)
40. Implemented a feature in the Staff Offboarding package, allowing for the selection of specific licenses when multiple licenses with the same SKU are returned, preventing duplicate deprovisioning. (#24896)
41. Resolved a discrepancy in the Bulk Add / Remove Users to Groups package where external accounts (Guest) were filtered out, causing them not to be detected by the package. The package now includes Guest accounts in the selected section. (#21805)
42. Improved auditing in the Add/Remove User to Groups package by ensuring that auditing occurs only after verifying the actions of adding/removing users to/from groups, rather than before. Now, the package reports success or failure accurately. (#23199)
43. Fixed an issue in the Staff Onboarding package where the package would hang when selecting a tag display format if the 'description' field was shown. The logic for handling description collection and formdef tag construction has been optimized to avoid unnecessary loops. (#23200)
44. Improved the Staff Onboarding package by adding a configurable delay in seconds for mailbox propagation, allowing time for the mailbox to fully propagate before proceeding with adding users to groups, which prevents failures in sending SharePoint emails. (#23301)
45. Resolved an issue in the Staff Onboarding package where it was difficult to differentiate groups with the same display name. The package now checks against group object GUID, samAccountName, and display name, ensuring more precise group assignments. (#23535)
46. Fixed a failure in the Create a Group package where errors were not properly caught when the group failed to create. The package now includes missing input variables and null checks, providing clear error messages and ensuring the correct creation of groups before assigning members and owners. (#23676)
47. Resolved an issue in the Staff Offboarding package where licenses with dependencies were not being removed properly due to issues with the Azure AD Remove licenses activity. The package now uses the manage user licenses activity to handle license removal correctly. (#23778)
48. Fixed an issue in the Staff Onboarding package where the license name appeared blank in the dropdown for license selection. The logic now includes the missing SKU and outputs the SKU if no pretty name exists. (#23904)
49. Addressed a problem in the Reset Password package where an error message was not set or returned if an exception was caught. The package now ensures that error messages are properly output in the catch statements. (#23937)
50. Resolved an error in the Staff Onboarding (SmartForms) package when copying an existing user. The package now correctly handles user details and licenses, including a try/catch mechanism to prevent failure if user licenses cannot be retrieved. (#23996)
51. Fixed an issue in the Staff Onboarding package where users were not appearing in the tag dropdown when the "Domain Users" group was set as the primary group ID. The package now correctly shows users when "Domain Users" is the primary group. (#24223)
52. Added proper error handling to the File Share Security Change package to address permissions denied errors. The package now displays these errors in the chat interaction, improving transparency. (#24241)
53. Resolved an issue in the Staff Onboarding package where the package would incorrectly prompt to retry license assignment if the license was already assigned. The package now skips the retry logic in such cases, streamlining the process. (#24254)
54. Fixed a failure in the Staff Offboarding package where the de-provisioning of licenses from CSP was unreliable. The package now works as expected after commenting out the "Azure AD: Confirm License Changes" activity. (#24295)
55. Fixed an issue with the Staff Onboarding process that caused delays during mailbox creation (#25061).