Enhancements ✨​

1. Added logic to display number of users per OU in New User automation user list (#24416).
2. Improved messaging clarity in mailbox delegation access prompt during user termination (#24116).
3. Improved clarity on setting to disable Zero Touch automation to reflect outcome of the choice in the New User configuration (#24556).
4. Improved Restart Services automation to now show Startup Type as well as Status (#24294).
5. Adjusted wording to improve clarity on mailbox delegation in the Grant Mailbox Permission automation (#24372).
6. Added email address next to display name in SmartForms Staff Offboarding (#24576).
7. Fixed low AI score for "Reset/Modify MFA" which was preventing the chatbot to recommend the corresponding automation (#24582).
8. Added a note to inform engineers using the Grant Mailbox Access feature that pre-existing permissions are already selected by default prompting them to unselect checkboxes if they wish to remove these permissions (#24030).
9. Remove existing mail forwards when they already exist on selected user accounts in the Setup/Remove Mail Forwarding automation (#24677).
10. Added a note to the Password Reset SmartForms automation form instructing users to include the international country code (+1 or +61) for SMS validation (#24734).
11. Added a "Show all devices" button in the Computer Performance Report automation to enable engineers to view all available machines in the list (#24404).
12. Implemented dynamic message logic to distinguish between litigation hold and archiving enabled states in the terminate user package (#24281).
13. Added a configuration field for specifying default domains in the New User automation package (#24575).

Bug Fixes 🐛​

1. Fixed an issue where settings were not applied correctly in our system updates ensuring all configurations are included when deploying new features (#24690).
2. Resolved the issue where removing a user from a group did not take effect due to verification logic (#23949).
3. Enhanced termination process for user accounts now includes revoking sessions for both cloud-only and cloud-hybrid environments (#24662).
4. Fixed Pax8 integration to correctly filter out non-Microsoft licenses during the Pax8: Modify Subscription automation (#23822).
5. Implemented logic to verify and exclude Azure subscriptions with incorrect vendorSkus ensuring proper management of Microsoft licenses in the CSP Licensing: Modify Subscriptions automation (#23148).
6. Improved scheduled user termination by moving Out of Office step after the schedule action (#24586).
7. Enhanced termination process for User SH by adding functionality to bypass mailbox and calendar permissions as well as litigation hold activities when the user is AD-only (#24326).
8. Updated license capabilities for Government licenses in CSP related automations (#23787).
9. Enhanced Smartforms New User functionality to prevent execution in unsupported environment tags (#24440).
10. Implemented checks to ensure conflicts are accurately identified based on the execution environment for user creation scenarios (#24373).
11. Enhanced error handling by ensuring that empty entries are filtered out before removing licenses preventing issues with storing exceptions in output variables in the Manager User Licenses automation (#23790).
12. Fixed issue where terminating a user incorrectly attempted to convert to a shared mailbox when instructed to do nothing by improving how we handle license management decisions (#23462).
13. Enhanced shared mailbox calendar permissions to include all relevant members accounting for variations between primary email addresses and UPNs during form definition in the Change Calendar Permission automation (#23862).
14. Improved how we handle plain text passwords in HaloPSA by changing activity within the automation package (#24387).
15. Fixed issue where copying users in the New User automation did not include shared mailbox permissions due to missing handling for SendAs or Send permissions now resolved by improving how permissions are retrieved and managed (#21702).
16. Fixed issue where creating a group failed to add all members because users not yet found in Exchange caused 404 errors during membership assignment; now handles this scenario to ensure all members are successfully added (#24663).
17. Fixed integration issue with Pax8 in the New User automation by handling vendors SKU's which returned invalid (#24543).
18. Resolved issues causing false failures in O365 Send Email actions in the Setup/Remove Mail Forwarding automation (#24616).
19. Fixed timeout issue during software installation by extending timeout period (#23131).
20. Fixed issue where password complexity rules caused package failures during Azure new user creation; resolved by stopping activity before resetting output success during re-runs (#24325).
21. Corrected license provisioning issue in New User package by correcting the global variable parameter (#24293).
22. Updated scheduled email upon termination for HaloPSA users (#24488).
23. Fixed issue where shared mailbox data was missing in New User (SmartForms) due to missing validation before processing; now checks for data presence before proceeding (#24441).
24. Fixed issue where domains couldn't be removed from blacklist due to missing attributes; updated code to handle domains already in whitelist and blacklist by prompting user for removal decision instead of stopping the Whitelist Email package (#23649).
25. Fixed issue where specified user couldn't be found for copying in New User Cloud Hybrid due to synchronization from a separate domain; resolved by filtering out users not from the configured primary domain controller (#23914).
26. Implemented yearly license handling in deprovisioning logic in the Terminate User automation (#24374).
27. Improved error handling in Create Contact Bulk operation to display only contacts needing adjustment provide detailed success/failure messages and streamline form display for easier engineer workflow in the Create Mail Contacts automation (#23936).
28. Fixed Remote Desktop package bugs by removing dependencies on the all staff group resolving access denied errors for document folder RDP file creation and correctly handling engineer responses for granting RDP security group access (#24209).
29. Fixed Pax8 integration (New User – Cloud Hybrid) issue with CSP license retrieval for non-Microsoft SKU's (#24723).
30. Corrected display of license SKUs missing friendly names in the Manager User Licenses and Re-allocate User Licenses automations (#23709).
31. Fixed issue where distribution groups displayed incorrectly in the New User and Add/Remove User to Group automations by ensuring group names are shown instead of confusing IDs in hybrid Exchange environments (#24516).
32. Fixed OneDrive troubleshooter error by updating logic to handle empty file paths correctly preventing errors and allowing the package to proceed to the next steps smoothly (#24365).
33. Addressed issues in Pia Triage where it would stop triaging if the company was in a status that would not allow saving the service ticket (#24021).
34. Fixed issue where password reset did not proceed by adding dynamic messages to inform the engineer when no configuration method or synced Org Units are found (#23719).
35. Fixed issue with removing contacts from groups by ensuring null values are filtered out before processing the Bulk Add/Remove Contacts to Group automation (#23990).
36. Fixed issue where group-based licensing attempted to create users before group assignments by moving "add security groups" step before "wait mailbox" (New User) (#23594).
37. Improved handling in the Create Shared Mailbox automation to inform partners when display names or mailbox names are already in use preventing duplication (#24343).
38. Fixed issue where New User (Cloud Only) couldn't be found in the All User Dynamic Default Group due to duplicate groups causing incorrect user collections. Improved by allowing the all staff group to be specified by its GUID for direct matching resolving the issue (#24598).
39. Fixed issue where groups shown on the form of the Add/Remove User to Groups automation were not easily distinguishable by modifying the object value field to initially display UPN and convert to GUID later for clarity (#24166).
40. Fixed issue where strict regex prevented adjustment of user details (Change User Details automation) by implementing a more permissive regex for firstname lastname and displayname to include characters like ñ (#24732).
41. Improved error handling for password complexity requirements by ensuring activity output data is correctly handled in case of errors when using the Password Reset automation (#24653).
42. Fixed issue where modifying distribution list settings incorrectly produced messages for on-prem Exchange by ensuring the skip flag is initialized to avoid unnecessary chat messages when conditions are not met providing a smoother experience for our customers (#24736).
43. Unable to assign Azure groups for New User Cloud Hybrid due to a distribution group lacking a manager for membership approval resolved by logging exceptions and advising updates to group settings (#24415).
44. Fixed handling of distribution list names in Terminate User package to display correct names and samAccountName formats for environments using on-prem or remote Exchange (#24759).
45. Fixed error handling in the Out of Office package to provide clearer messaging when attempting to set the Out of Office message for mailboxes that exceed their quota due to recent licensing changes (#24720).
46. Fixed issue with Hide Mailboxes from Address List automation where no mailboxes were showing due to incorrect logic around dirsynced users and mailboxes in cloud hybrid environments (#23358).
47. Adjusted wording on the Setup/Remove Mail Forward feature to clarify that engineers will only be prompted to (#24687).
48. Implemented input reference for default calendar permissions setup on the config form to resolve issue with New User (Cloud Only) not passing default calendar permissions (#24687).
49. Fixed termination process not granting shared mailbox access in Scheduled/Terminate User automation by converting the mailbox prior to adding permissions (#24531).
50. Stopped unnecessary changes to last names by switching to trimming instead of removing certain types of characters in the New User automation (#23736).
51. Implemented search using immutableID and returned the user ID for Azure AD identities to fix the issue with the wait for mailbox activity in the New User automation (#23438).
52. Added logic to support DFS hostnames (FQDNs) for the File Share Security Change automation in Cloud Hybrid environments (#23931).
53. Fixed timeout issue in terminate user package by correcting variable reference for Exchange out of office settings (#24290).
54. Updated logic for Change Calendar Permission automation to dynamically identify partner calendars rather than using a unique identifier which wasn't working for different languages (#24285).
55. Fixed issue where New User automation attempted to set calendar permissions before mailbox creation resulting in failure; resolved by removing duplicate code (#24272).
56. Fixed issue with Azure reset password force password change on next sign-in by verifying token delegate permission and using appropriate endpoint in the Terminate User automation (#22551).
57. Fixed issue with accessing organizational units in New User U drive setup (#24287).
58. Fixed issue where duplicate licenses were procured for new users by making license selection form selectable (#24614).
59. Updated New User (SmartForms) logic to assign Azure groups even if no license is selected (#24659).

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!

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?

🌟 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?

🌟 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!

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:​

• Append SmartForms Interaction
• Get Form Data
• Get Approval

🐛 Bug Fixes​

HaloPSA:​

1. Fixed an issue where some HaloPSA users received an error "Ticket Type not set" while scheduling user offboarding automations. [#24527]

Automations:​

2. Added additional filtering to AI Condition autostart to prevent it from firing multiple times. [#24400]
3. Fixed issues where automations were timing out due to limits on how much log information they could generate. [#24778]
4. Fixed a issue where the Pia Chatbot would not detect the ticket as closed under certain conditions. [#24761]

ML​

5. Fixed package suggestions not returning results by changing to case sensitivity match. [#24788]

Adoption Report​

6. Updated Pia Adoption Report to ensure engineers count updates correctly when tickets are completed. [#24760]

Following our major release Platform 14, we are releasing an enchanced version with additional bugfixes Platform 14.1! 🚀​

🐛 Bug Fixes​

Performance Optimization:

• Refactored Agent Checkin procedure to reduce resource-intensive operations. (#24383)
• Improve general responsiveness of the Pia Chatbot and Pia Portal by optimising background data processes which were competing for resources. Ongoing assessments and further performance improvements are in the works. Please notify us of any slow package execution instances with screenshots, ticket ID, and timestamp (#24572)

SmartForms and Automation:

• Enhanced ticket merging logic to prevent duplicate merging when submitting SmartForms within the same minute. (#24465)
• Resolved an issue where Halo PSA Scheduled packages failed to bundle and close tickets upon completion due to ticket type default not being set in Halo PSA configuration. (#24519)
• Optimized ChatEvents processing to address delays in automation package execution via the Pia Chatbot. (#24448)

Integrations and Ticketing:

• Pax8 Integration: Improved API Authentication caching to reduce throttling and cache timeout issues for Pax8 API. (#24337)
• Resolved issues related to closed status matching in ticketing systems. (#24344)

Package Audit Logging:

• Fixed default ticket id settings to ensure accurate audit logging. (#24203)

Following our Automation 8.1 release, we are releasing a new version with additional bugfixes RFC413- Automation 8.2!

🌟Additional Enhancements​

1. The Pia: Install/Uninstall/Reinstall Software Automation has been modified to solve the problem of package freezing. The automation now also performs the following tasks:

• Installs apps based on the manifest file context
• Collects apps and uninstall apps in both a system and user context
• Also added a reporting functionality for each action (install or uninstall) to inform the engineer of the package completion (#21581)

🐛 Bug Fixes​

1. The Pia: Create a Group Automation now shows email suffixes as expected. (#24154)
2. The Pia: Computer Performance Report Automation was not running for a client due to an edge case scenario. This has now been fixed. (#24202)
3. The Pia: Grant/Revoke Mailbox Access Automation will simply look for exchange online mailboxes if the client is running a cloud hybrid mode and do not have an on premise exchange server. If the client does have an on premise exchange we will run the package as if it was on prem only. (#24268)
4. The Pia: New User (Cloud Hybrid) Automation has been updated with additional logic to prevent the same error being logged multiple times in the database. (#23228)
5. The Pia: New User (Cloud Only) Automation now allows multiple pre-selected licenses to be selected in an access level for CO package. (#24257)
6. The Pia: New User (Cloud Only) Automation was failing to create new user properly for a client due to an edge case scenario. This has been fixed. (#24015)
7. The Pia: New User (All Environments) Automation has been updated with a fix to resolve the issue of package erroring when setting additional attributes. (#24314)
8. The SmartForms: Terminate User (Cloud Hybrid) Automation now converts mailboxes automatically if zero touch is enabled and mailbox does not have litigation hold or archiving enabled. (#24483)
9. The SmartForms: Terminate User (Cloud Hybrid, Cloud Only, Prem Only) Automation has now been fixed to properly run the zero touch functionality. (#24517)
10. The SmartForms: Terminate User Automation has been updated so that it counts manual tasks correctly and no longer prompts or halts execution when on zero touch configuration if no manual tasks have been specified. (#23813)
11. The Pia: Terminate User (Cloud Hybrid) Automation now correctly prompts engineer whether they want to setup Out of Office based on the client's exchange server configuration. (#22861)

Following our Automation 8.0 release, we are releasing a new version with additional bugfixes RFC404- Automation 8.1!

🐛 Bug Fixes​

1. The Pia: Create Mail Contacts (Cloud Hybrid) Automation is updated with additional logic so that when an engineer tries to create a contact that already exists or use an SMTP address that is already allocated to someone else, a message is displayed in the chat informing the engineer about the existing contact and ask them to retry with a unique value. (#21769)
2. The Pia: Create Shared Mailbox (Cloud Hybrid) Automation now displays additional information in the chatbot when it fails to create shared mailbox for the user so that the engineer is aware of the issue that caused the automation to fail. (#22827)
3. The Pia: Create Mail Contacts (Cloud Hybrid) Automation will directly retrieve a list of Org Units to create a new contact in instead of retrieving a list of paths from available contacts in the ticketing system which was previously causing the package to fail if no contact existed. (#23632)
4. The Pia: Hide Mailboxes from Address List Automation gives more information in the form so that the Engineers can see which users will be visible in GAL and which users will be hidden from GAL. (#23721)
5. The Pia: Network Drive Troubleshooting Automation is now updated to detect network drives in all scenarios. (#23909)
6. The Pia: New User (Cloud Hybrid) Automation is now updated with an additional filter so that only Org Units that has been defined in the Package Configuration Form is displayed in the New User Form. (#23389)
7. The Pia: New User (All Environments) Automation will now display additional information in the chatbot when it appends a number to the provided UPN for the New User if the UPN already exists. (#23553)
8. The Pia: New User (Cloud Only & Semi-Hybrid) Automation informs the engineer if the entered password does not meet the complexity requirement and ask them to retry entering a new password. (#23256)
9. The Pia: New User (Cloud Hybrid) Automation was not detecting some users in Office365 for a Partner. This issue has now been fixed. (#23345)
10. The Pia: New User (Semi Hybrid) Automation will return a list of all users when selecting a user to copy from if the specified All Staff Group in the Package Configuration Form does not have any users in it. (#23707)
11. Made the Pia: New User (Cloud Hybrid) Automation more robust so that it is now taking less time to create New User. (#23264)
12. The Pia: Re-Allocate User license (Cloud Hybrid & Cloud Only) will convert the mailbox to a user mailbox if the mailbox was previously shared mailbox, and an exchange capable license will be added. (#23468)
13. The Pia: Re-enable Terminated Account (Cloud Hybrid) was previously not displaying newly provisioned license upon Refresh. This has now been fixed. (#23846)
14. The Pia: Remote Desktop Setup Automation has been updated to show the Security Group as a required field in its Package Configuration Form. (#23906)
15. The SmartForms New User Automation was previously having an issue while retrieving the synced org units for package execution. This issue has been resolved. (#24013)
16. The Pia: Terminate User (Cloud Only) Automation was previously unable to grant access to a shared mailbox if a contact or group existed with the same display name as the user we were attempting to terminate. This has now been resolved. (#23706)
17. The Pia:Win10 Install Network Printer Automation now handles printer installation with additional fallback mechanism. (#23157)

What's New 🌟​

We are excited to announce our latest platform release RC14!

In this release, we have focused on improving the overall Performance of Pia aiDesk with database updates along with some exciting new features and bug fixes.

• Option to set Priority to SmartForms Tickets
• Additional Enhancements
• 5 Bug Fixes 🐛

Option to set Priority on SmartForms Tickets​

Currently, you can specify the board and status of a ticket when it gets created for SmartForms request in the SmartForms settings screen. With this release, we are adding a new option that will allow you to specify the Priority on these tickets as well.

You will see a new drop-down option called 'Priority' added to the Ticketing Defaults section of the Setup Tab (For Defaults) and in the Ticket Stamping Rules Column of the Forms Tab (for Individual Automation Requests).

The options available in this field are based on the Priority levels you have configured in your Ticketing System. (#23794)

Additional Enhancements​

1. A new built-in activity "Get Connected Services" is now available in the Package Editor screen. This activity allows you to retrieve a list of Connected Services that have been configured for your tenant in the Connected Service screen. (#23159)

   For more on this activity, refer to the article here.

2. The Pia Agent has been updated so that if an agent fails to connect to the server during the execution of an activity, it re-attempts connection to the server instead of marking the Automation as errored. (#22713)

3. The tickets created by Pia for SmartForms requests now show Date/Time when the request was submitted at the end of the Subject in Local Timezone. This will prevent Tickets from closing in AutoTask due to duplication and also remove confusion for Engineers while viewing tickets. (#23757)

4. Updated the Pia Chatbot in the Partner Portal so that it displays an error message if the user attempts to open a Ticket Number or Ticket ID (For AutoTask) that is no longer available in their Ticketing System. (#23809)

5. Made the Pax8 Connected Service feature more robust by improving how Pax8 API tokens are handled by Pia. (#23964)

Bug Fixes 🐛​

1. Fixed an issue where the Chatbot was displaying same values multiple times in a form that had the Repeating section option enabled. (#23086)
2. Fixed an edge case scenario for a Partner where the Live Package Screen was loading very slow while searching for packages. (#23754)
3. Fixed an issue with the Config Watcher screen where MS Graph API and Delegate Consent Alert was sometimes being displayed for the Clients with valid Authorisation and Delegate Consents. (#23967)

Early Adopters Features 🔍​

Microsoft Partner Portal to perform the Microsoft Graph API "Authorisation" process​

Speed up your onboarding of new clients into Pia!

Pia is now working on expanding integrations into Microsoft Partner Center/Partner Portal to perform the Microsoft Graph Authorisation and Delegate Access.

With this new feature, Pia will perform the App Registrations for each client with the relevant GDAP permissions by using a Service Account setup in Partner Portal. This will work for any delegated tokens for user impersonation into the client tenant via Partner Portal.

This will also eliminate the need for setting up Delegate Authorisations per client for commons tasks like Password Resets and will instead leverage the service account through Partner Portal.

What's New 🌟​

We are releasing a new Platform version containing additional bug fixes - RC13.4!

Planned Release Date: Rollout period between 14/03/2024 and 21/03/2024

This release includes further bug fixes and additional enhancements see below:

• 9 Bug Fixes 🐛

See below for further details.

As always, Partner Support is available to assist you.

🐛 Bug Fixes​

1. Fixed an issue with Pia Canvas so that when a time entry is logged against a ticket, it only has "Internal" flag set against it in ConnectWise so that it is not visible to anyone outside the organisation. (#23619)
2. Fixed an edge case scenario when updating the tenants some of the MS Graph Delegate Tokens would expire. (#23648)
3. Modified the Date/Time conversion logic for Adoption Report so that the Package Execution Dates are now being correctly displayed and the time is displayed in Local Timezone. (#23687)
4. Fixed an issue where the Scheduled Packages Screen was showing internally assigned ticket number for the AutoTask tickets rather than the AutoTask Ticket Number which was confusing Pia Partner Portal users. (#23895)
5. Made the Adoption Report screen more robust so that it now takes lesser time to retrieve information in the Report screen such as Available Pia Boards. (#23851)
6. Fixed an issue for a Partner where the Description added by the SmartForms user while submitting an IT Request Form through the SmartForms Portal was not being added into the description field of the ticket that was created by Pia. (#23818)
7. Modified the message being displayed when a user tries to install a Pia Agent that is currently in uninstalling state so that it clearly informs the user that the Agent is in uninstalling state and the user will need to wait and retry in a few minutes. (#23814)
8. Fixed an issue that was causing Automations to fail in some cases for clients with multiple config profiles as the config profiles were failing to populate required information for package execution. (#23791)
9. Fixed an issue where sometimes SmartForms Automations where Pia was logging status messages in the chatbot for closed requests despite their closed/completed status. (#23935)

We are thrilled to announce our new Automation Release, RFC364- Automation 8.0!

This release includes new integrations and new automations along with added functionalities to some of our existing automations.

🌟 4 New SmartForms Automations!​

Here are the SmartForm Automations that are now available for you to configure for your clients:

• Smartforms: Terminate User is now available for Cloud Only & On Prem environments (#22082)
• Smartforms: New User is now available for Cloud Only & On Prem environments (#21945)
• Smartforms: Grant/Revoke Mailbox Permission is now available for Cloud Only & On Prem environments (#22083)
• SmartForms: Create/Remove a Mail Forwarding Rule is now available for On Prem environment expanding the total scope to Cloud Hybrid, Cloud Only and now On Prem.(#22453)

⚒️ More Pia Automations!​

5 Semi-Hybrid Automations​

The following Pia Automations now support Semi Hybrid Environment:

• Pia: Account Locked Out (#15142)
• Pia: Change User Details (#15150)
• Pia: Add/Remove Users to Groups (#15143)
• Pia: Bulk Add/Remove Users to Group (#15146)
• Pia: Bulk Add/Remove Contacts to Group (#15147)

Pia: One Drive Troubleshooting​

With the new Pia: One Drive Troubleshooting Automation, you can troubleshoot your One Drive issues using the various troubleshooting steps provided and automatically executed by the package. The package will perform the following tasks:

Note: The Automation will confirm any action perform it is performed.

• Obtain a list of OneDrive Profiles on the target machines
• Find all synced locations and performs validation of a few common scenarios, such as:
  • Too many synced files
  • Synced Files too large
• Present a list of synced locations to the user with the option to reset
• Perform a Stop/Start of the OneDrive Software Application
• Perform a Log Out of a specified OneDrive profile
• Perform a Password Reset on the specified profile and optionally send an SMS with the details to a mobile. (#5992)

Pia: Computer Space Cleanup​

In this release, we are launching a version 2 of the Pia: Computer Space Disk Cleanup Automation with additional package enhancements and performance improvements.

This package will perform the following tasks:

• Present a list of drives on the machine to perform cleanup on
• Allow selecting folders to expand the tree view deeper
• Confirm deletion of files before proceeding
• Provide a report after the selected actions have been performed
• Add ticket notes to the ticket once the cleanup task is completed (#13307)

🤝 CSP License Provisioning Integration with Microsoft Partner Portal​

Updates to New User and Terminate User Automations​

The Pia: New User Package and Pia: Terminate User Package have now been updated to support License Provisioning and De-provisioning through Microsoft (Microsoft Partner Portal/ Microsoft Partner Center). (#23036)

For the New User Automation, you can use the License Provisioning options available in the Package Configuration Form to enable/disable this feature.

For the Terminate User Automation, you can use the License De-Provisioning options available in the Package Configuration Form to enable/disable this feature.

Microsoft Partner Portal: Modify Subscription package​

We are also introducing Microsoft Partner Portal: Modify Subscription package that allows you to review and choose how you wish to adjust the subscriptions for your Microsoft Licenses.

You can also set the maximum number of licenses that can be provisioned/deprovisioned in a single order using the settings option in the package configuration form.

🤝 CSP License Provisioning Integration with DickerData​

Updates to New User and Terminate User Automations​

The Pia: New User and Pia: Terminate User Automations have now been updated to support License Provisioning and De-provisioning through DickerData (#23051)

For the New User Automation, you can use the License Provisioning options available in the Package Configuration Form to enable/disable this feature.

For the Terminate User Automation, you can use the License De-Provisioning options available in the Package Configuration Form to enable/disable this feature.

DickerData: Modify Subscription package​

The new DickerData: Modify Subscription package allows you to perform License provisioning/deprovisioning your DickerData Licenses using Pia. (#23054)

You can also set the maximum number of licenses that can be provisioned/deprovisioned in a single order using the settings option in the package configuration form.

Improved Support for Halo PSA Ticketing System​

The Pia: New User and Pia: Terminate User Automation Process have now been updated to align with other ticketing systems where they update contacts when they are executed in the Halo PSA ticketing system. (#22960)

🔒 New Password Textbox​

All Pia Automations have been updated to use the new Password text box. This change is a part of Pia's ongoing security effort that aims to improve handling of passwords in the Pia chatbot for all automations including the ones that are created by you. (#21731)

You can modify the behaviour of this field in the Tenant Settings screen.

Here are the Automations that have been updated with the New Password textbox

• New User (All Environments)
• Re-enable Terminated Account (Cloud Hybrid, Cloud Only & Prem Only)
• Reset Network Password (Cloud Hybrid, Cloud Only & Prem Only)
• Account Locked Out (Cloud Hybrid and On Prem)

🔥 Additional Package Enhancements​

1. The 'Important Notice' message in the Pia: Reset Network Password (Cloud Only) Automation has now been modified slightly to remove confusion for clients that are not AD Synced. (#11195)
2. The Pia: New User (All Environments) Package Configuration Form now provides an option to enable default "Password Never Expires". When this is ticked, the new user account password will be set to never expire by default. (#8749)
3. The Pia: New User (All Environments) Automation has additional field added to Access Levels that allows you to set locations for contacts when they are created in Connectwise as a part of New User process. (#22531)
4. The Pia: New User (On Prem) Automation has also been modified so that you are now able to customise the email address to be different to the UPN of the user you are creating if the suggested email does not match your company policy. This option is already available for Cloud Hybrid and Cloud Only Environments. (#22527)
5. The Pia: New User, Terminate User and Change User Details Automations have now been updated with an additional option in the Package Configuration Form that allows you to enable/disable contact sync to your ticketing system during the execution of these automations. (#17823)

🐛 Bug Fixes​

1. The Setup Mail Forwarding (Cloud Hybrid) Automation while the scheduled package was running at the appropriate time, the scheduled date in the chatbot was being displayed in UTC Time instead of local time which has been fixed to remove any confusion. (#21869)
2. The Pia: Manage User Licenses Automation now informs the engineer when the user is not found and provides an option to retry. (#20015)
3. The Pia: Win10 Install Network Printer Automation has now been made more robust by updating one of its activities to be more efficient, faster and support additional printer drivers. (#21634)

We are releasing a new version with a rollup of additional bug fixes - Automation 7.2!

Planned Release Date: Rollout period between 27/02/2024 and 03/03/2024

See below for further details. As always, Partner Support is available to assist you.

🌟 Package Enhancements​

1. The Pia: Bulk Add/Remove Users to Group Automation will now display all Mailbox types if the selected group is an Exchange based Distribution list. (#23448)
2. The Pia: Create a Group Automation now allows you to create an exchange online Distribution list without specifying owners or members. (#23377)
3. The Pia: New User (On Prem Only) Automation now checks for the status of the Microsoft Exchange Information Store Service before creating user mailbox and display a chat message if the service is offline. (#23127)
4. The Pia: New User (Cloud Hybrid) Automation now has an additional Username format allowing you to set UPN and SamAccountName (Username) formatting by lastFull.firstInitial and lastFullfirstInitial naming convention. (#23464)
5. The Pia: Teams Troubleshooter Automation now supports Microsoft Teams 2.x (the new version of Teams). (#22613)

🐛 Bug Fixes​

1. The Pia: Add/Remove User from Groups Automation now has extra wording to the form to inform users of the selection process (right means selected and left means unselected) which was previously causing confusion. (#23563)
2. The Pia: Bulk Update User Details (Cloud Hybrid) Automation will now update ConnectWise Contact only if required/corresponding fields have been changed. Otherwise, the update task is skipped by the Automation. (#23011)
3. The Pia: Install/Uninstall/Reinstall Software Automation has now been made more robust by adding verbose debugging information including interpretation of error codes and exception messages and ability to handle multiple versions of Winget installed on target machine. (#23145)
4. The Pia: Install Network Printer Automation has been updated with changes to improve the stability of operation with extra error handling and retry behaviour. (#22655)
5. The Pia: Install Network Printer Automation has been modified to check for special characters in the Printer Name so that it does not error while installing printers. (#23378)
6. The Pia: Microsoft Teams Troubleshooter Automation has now been updated to retrieve and display ALL users in the user selection drop-down if it could not find users in the configured All Staff Group. (#22870)
7. The Pia: Manage User Licenses Automation now informs the engineer that the sending of the welcome email feature is currently unsupported if they assign a M365 Copilot license to the user. (#23369)
8. The Pia: New User (Cloud Hybrid) Automation has now been added with an ability to handle multiple domains in the client's environment during AD Connect Sync. (#23567)
9. The Pia: New User (Cloud Hybrid) Automation now skips additional mailbox related actions (such as setting Calendar Permissions) when it cannot find user mailbox within Exchange Online which was previously causing the Automation to fail. (#23370)
10. The Pia: New User (Cloud Only) has now been updated to display additional information in the chatbot before failing if it cannot create a user due to misconfigured environment type (i.e. a client should be configured as Cloud Hybrid but is configured as Cloud Only). (#23308)
11. The Pia: Terminate User (Cloud Hybrid) Automation now does not error if the user hits cancel during Directory sync retry. The Automation will only cancel the attempt to retry the sync and return to the parent Automation informing the engineer of what went wrong, and also continuing on with the rest of the tasks. (#23314)
12. The Pia: Triage Automation now also checks for the Engineer Status of the currently run company while performing triage function depending on your Triage Configuration. (#23012)
13. The Pia: Triage Automation now also creates an Audit Log for custom fields that were modified in the Ticket during the triage process for AutoTask Tickets. (#22951)
14. The SmartForms: New User (Cloud Hybrid) Automation now auto selects the correct group specified in New User Cloud Hybrid access list which can also be modified by the user. (#23439)