What's New 🌟​

As usual following our Platform Releases (RC13), we are releasing a roll up of additional bug fixes - Rc13.1!

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

• 10 Bug Fixes 🐛

See below for further details.

As always, Partner Support is available to assist you.

🐛 Bug Fixes​

1. Fixed an edge case where packages that were scheduled (i.e. Terminate User, Change User Details etc.) now can make use of the data that would normally have been cleaned up or purged after 30 days increasing the time into the future where we can schedule the packages. (#22644)
2. Resolved an issue which Ingram Micro Connected Service which sometimes resulted in the test connection failing. (#22705)
3. Updated how the forms for Whitelist Email Packages is displayed in the Chatbot to remove an annoying doubleups of scrollbars. (#22766)
4. Fixed an issue where sometimes the New Password Field would display a hashed value rather than a password. (#22788)
5. Updated the Live Packages screen making the output for some of the activities more visible which was previously hidden due to a horizontal line. (#22799)
6. Made Pia Canvas more robust so that you no longer need to clock back in after refreshing the page. (#22835)
7. Fixed an edge case scenario where the test connection was failing when the connected service for Microsoft Partner Portal is used as a CSP. (#22845)
8. Updated the Live Packages Screen to handle larger volumes of Package data. (#22894)
9. Fixed an issue with the Package Configuration Screen which was causing duplication of data added to the package in certain scenarios. (#22930)
10. Fixed an issue with the Halo PSA Terminate User Package where the package was not executing when being scheduled in some scenarios. (#22934)

What's New 🌟​

We are excited to announce our latest platform release RC13!

Alongside various updates to SmartForms, this release includes significant improvements across different areas of the Pia Portal. These enhancements are:

• Introducing Pia Config Watcher! 🔍
  • Nightly Configuration Checked
  • Suppress Alerts
  • Email Notifications
• Added support for Clients with multiple environments 🤝
  • Ability to configure multiple profile for a client
  • Pia Chatbot Changes to support multi-environment clients
• Service Now Connected Service Updates 🌟
• Additional Enhancements 🌟
• 3 Bug Fixes 🐛

See below for further details.

As always, Partner Support is available to assist you.

🔍 Introducing Pia Config Watcher!​

Config Watcher Checks:​

With the Config Watcher, Pia will be alerting you when it detects any issue in the following areas:

• Ticketing System Configuration (Webhooks & API)
• Client Server Config (Global Config & DC, Azure AD and Exchange Server Checks)
• Pia Agent Checks (including version, activation, online/offline Checks)
• Microsoft Authorization (MS Graph plus Delegated consent checks)
• Client Environment Tags check
• Package Config check (required fields and valid config checks)
• SmartForms Setup Checks

Things you can do with Config Watcher:​

• Keep track of issues identified by Pia Config Watcher on the Config Dashboard
• Resolve issues with Pia Watcher with steps provided to you on how to fix each type of issue you may encounter (#22629)
• Ask Pia Watcher to re-check any issues once they have been resolved (#22629)
• Subscribe to notifications when Config Watcher detects issue so that you can be aware and action issues as they occur. Manage your notifications settings via the Email subscriptions option in Pia Config Watcher (#22059)
• Suppress Checks when you need to reduce the sensitivity level of the watcher
  • At this date, all the checks are relevant to Pia functioning correctly but you may wish to suppress some of the alerts temporarily while you fix them (#22626)

New User Permissions for Pia Config Watcher​

The Pia Config Watcher is tied to two new access levels that have been added in the partner Portal. These access levels are:

• View Config Watcher: This access level will give you the ability to view Pia Config Watcher dashboard.

• Manage Config Watcher : This access level will give you the ability to create and subscribe to notifications and suppress checks in Pia Config Watcher. (#22626)

Pia Chatbot Changes to support Config Watcher​

Pia Chatbot will display Config warnings for the issues which may affect package executions. You can manage this option in the Tenant Settings screen under the Config Watcher section.

🤝 Added support for Clients with multiple environments​

A new "Configuration profile" widget is now available in the Client Dashboard, enabling you to create and manage multiple profiles for your clients. The newly created profiles come with limited options compared to the default profile, streamlining the configuration process and eliminating the necessity to set up every detail for each profile.

You will be able to switch between profiles by clicking on the drop-down that will be available at the top right corner when multiple profiles are created. (#22330)

Pia Chatbot Changes to support multi-environment clients​

To support the multi-client environment furthermore, changes have been made to the Pia Chatbot as well. When using multiple profiles, you must first select a profile to run Pia automations with.

🛠️ ServiceNow Connected Service Updates​

We have also updated the connected service for ServiceNow to include the following changes:

• New Company Sync Button: This button will allow you to run a manual sync to import a list of clients from the ticketing system into Pia.
• Setup Webhooks Button: The Setup Webhooks button has now been added to ServiceNow so that you can automatically configure Webhooks into the ServiceNow Ticketing System using the Pia Portal.

🌟 Additional Enhancements​

• Performance Improvements to improve the speed of loading of the Pia chatbot and Package Editor for editing automations.
• Improvements to the setup and configuration of Pia integrations with your ticketing system during onboarding including additional troubleshooting tools to help troubleshoot connectivity issues with your ticketing system.
• Updated security certificate for the Pia Agent.

🐛 Bug Fixes​

1. The Live Packages Screen has now been updated to show single entry for each package run regardless of the number of tags assigned to the package. (#22345)
2. Fixed an edge case scenario for the packages to be unlocked when retrieved from sandbox. (#22346)
3. The Pia Canvas screen has now been updated to ignore accidental spaces in the ticket status field and display the tickets in the required column. (#22327)

What's New 🌟​

We are pleased to share our latest platform release RC12.1!

In this release, more work has been done towards getting SmartForms Ready.

In addition to that, we have focused on some important bug fixes and made some enhancements to the Partner Portal to provide you with a better user experience.

• New "Access Pia Partner Portal" Role 🙋
• Additional Bug Fixes 🐛

See below for further details.

As always, We're here to help—reach out to Partner Support whenever you need assistance.

🙋 New "Access Pia Partner Portal" Role​

With this release, a new role "Access Pia Partner Portal" will be available in the Edit User screen of the Partner Portal. This role will provide you with initial access to the Pia Partner Portal from where you can be assigned additional Access levels as required.

This has been done to avoid the confusion around what the "Engineer" role in the Pia Partner Portal does.

From now on, the "Engineer" role will give you access to the Pia Chatbot in the ticketing system where you can execution automations and send feedback. However, if you need ANY access to the Pia Partner Portal, you will need to have the "Pia Partner Portal" role assigned to you.

🐛 Bug Fixes​

1. The Adoption Report was not updating the data as per the Start Date and End Date entered. This has now been fixed so that correct data are displayed based on the filters added. (#21843)
2. Fixed an issue in the Connected Service for Connectwise where the Company Sync was not working as expected. (#22680)
3. Fixed an edge case scenario for high memory usage causing stability issue for Pia. (#22717)
4. Fixed an edge case scenario where The "Export Chat History" popout in the Chatbot was not giving the option to enter an email address to send the PDF of the chat history. (#22696)

What's New 🌟​

We are pleased to share our latest platform release RC12!

Our primary focus in this release has been setting up more foundations for SmartForms, you will see few mentions of functionalities relating to SmartForms below.

We have also made some enhancements and important bug fixes which are mentioned below:

• 3 New CSP Integrations! ⚒️

  • Dickerdata Integration
  • Ingrammicro Integration
  • Rhipe Integration

• Live Packages Screen Enhancements

  • Added Ticket Filter option in the Live Package Screen
  • Added Source Filter option in the Live Package Screen
  • Extension automation now display as a nested log under the primary package

• Additional Enhancements 🌟

  • Updated Feedback options in the Pia Chatbot
  • New Activity and Condition have been added to support the SmartForms feature. More information will be available on the full release of SmartForms.

• 5 Bug Fixes 🐛

See below for further details.

As always, We're here to help — reach out to Partner Support whenever you need assistance.

What is SmartForms?​

🔥 A Sneak Peek into SmartForms​

Here's what your client will see in the SmartForms Portal depending on what you turn on:

🔆 Live Packages Screen Enhancements​

Added 'Ticket Id' Filter option in the Live Package Screen​

A new filter has been added in the Live Package screen allowing you to filter live Packages using the Ticket Id. This section is called "Filter Ticket ID" and can be used by typing your ticket Id.

If you are searching for a particular ticket in the Live Packages view, this will make it easier as it will save time. (#15511)

Added 'Source' filter option in the Live Package Screen​

One more filter has been added in the Live Package screen allowing you to filter the packages based on the source of the package execution.

By default, the 'Source' filter will have "Pia Chatbot" selected which will filter all the packages that were executed in the Pia Chatbot. However, you can choose from additional options to filter your package based on different sources such as Schedules or Triage (Ticketing System). (#22064)

Function Packages now display as a Nested log in Live Packages Screen​

Previously, the extension packages were displayed as a separate log when viewed in the live packages screen. This has now been changed so that they are displayed under the primary package as nested log making it clear that the extension package is running within the primary package. (#22062)

🌟 Additional Enhancements​

Updated Feedback Options in the Pia Chatbot​

The options available in the feedback drop-down of the Pia Chatbot have now been modified. The reason behind this is that we have taken a new approach to how we do machine learning making use of larger sets of data generated through AI.

If you would still like us to work with you on improving the ML on your tenant, please work with your PSM to give us good and bad examples of tickets that we are classifying for you.

These are the feedback options that are now available in the Pia chatbot:

• Pia was a good bot
• Pia had an issue during my ticket
• Other Feedback (#22151)

⚒️ 3 New CSP Integrations​

With this release, Pia will extend its support for more Licensing services. The configuration options for each of them will be available in the connected service screen of the Pia Partner Portal.

1. Rhipe CSP Integration (#7498)
2. Dickerdata Integration (#7499)
3. Ingrammicro Integration (#8177)

🐛 Bug Fixes​

1. The 'Client' Filter in the client screen did not allow ampersand symbol "&" previously. This has now been modified so that you can now use the filter to search for clients that have '&' in their name. (#22107)
2. Fixed an edge case scenario where the data was not populating in flexible assets as the IT Glue Connected Service was having an issue with the sync. (#21919)
3. Previously, the Triage package failed when it was executed against the ticket for clients that are not synchronised into Pia from your ticketing system. This is now handled gracefully. (#21834)
4. The Ticket Audit Note was not reflecting in the ConnectWise Manage Ticket for a custom built package which has now been fixed in this release. (#22203)

What's New 🌟​

We're pleased to share our latest platform release RC11!

In this release, we have laid the groundwork for Smartforms along with the following changes:

• 5 Enhancements 💡
  • Added Pax8 CSP Integration
  • Performance Enhancements
  • Added SharePoint Graph API Permissions
  • Added Azure Cloud Sync Graph API Permissions
  • Updated Partner Portal Menu layout
• 10 Bug Fixes 🛠️

See below for further details.

As always, We're here to help — reach out to Partner Support whenever you need assistance.

🔥 Enhancements​

Added Pax8 CSP Integration​

With this release, we have created support for our first CSP integration!

Pia now offers integration with Pax8, enabling you to meet your licensing needs through Pax8. You can now set up a Connected Service for Pax8 within the Connected Services screen of your Pia portal. This allows you to make use of it as part of Extension Automations and Custom Automations.

Pia will be updating over the next month or so it's existing automations (New User and Terminate User) to increment and decrement licensing as part of those processes. We will also be adding a new Automation for Managing Licensing via Pia.

To learn more on configuring the connected service for Pax8, refer to this article.

Performance Enhancements​

Performance improvements should be noticeable in the following areas across Pia:

• Client Screen
• Package Editor Screen
• Pia Chatbot Screen
• Pia ConnectWise Embed/Chatbot Screen
• Pia Package Execution (#21233, #20793, #20794, #20795 and #20796)

Added SharePoint Graph API Permissions​

SharePoint support has been added via the ability to reauthorise your client with an increased scope covering SharePoint which will allow you to write custom automations that connect to SharePoint to perform actions (#19878)

Added Azure Cloud Sync Graph API Permissions​

Azure Cloud Sync permissions have now been added in preparation for Pia to roll out support for Cloud Sync in place of Azure AD Connect for Pia's AI Desk automations (#19478)

Updated the Pia Partner Portal Menu Layout​

We have updated the Partner Portal Menu to be more condensed. This allows us to free up some space in the menu as well as make the menu options easier to find (#18016)

🐛 Bug Fixes​

Here are the bug fixes in this release:

Adoption Report Fix​

1. Tickets from 2021/2022 are coming up in the adoption report: Applied changes to make sure not to update the ReportingDate in the training record if the ticket lastmodified date is older than 90 days by default. The value can be controlled using the settings.(#21183).

Other Fixes​

1. An asterisk (*) is displayed on the activity while switching from one activity to another after discarding the changes made in the first activity. (#19516).
2. In the Agent Screen sorting via LastCheckInDate was not working previously. This has now been fixed. (#21272)
3. Live Packages: Width change should resize the package list. (#21780)
4. Live Packages Screen: fixed ordering of the logs in live packages view. (#21783)
5. Added some more robustness to the way that we handle Microsoft App Registrations/Authorisations to ensure that they auto renew more regularly and that the authorisation only expire when the password is changed on the account. (#19438)
6. When Authorising clients, there were a couple of scenarios that would cause the page to look like it was consistently loading meaning it looked like the Authorisation has failed or always in progress. We have updated to have some Refresh steps and retry loops which we would expect you to be able to authorise clients with one interaction now. (#21233, #21154)
7. Updated the scopes to allow cloud sync to be used as a part of the Pia automations. Like with most updates, we will update the Pia automations to take advantage of the updates on the scopes in the coming month. (#19478)
8. Fixed an edge case where an IT Glue link was not working for a client as there was an extra space in ConnectWise Connected Service. (#21462)

What's New 🎯​

We're pleased to share our latest updates; including performance improvements, and key feature additions. As always, contact our Partner Support for any assistance required.

• Update on Pia Agent Service 🔥
  • Updated the security of the Agent
  • Enabled alternate communication pathways for Agents struggling to talk back to Pia
• 5 Bug Fixes 🛠️
  • Autotask Adoption Report Reliability

See below for further details.

Remember, our team is here to help you make the most of these new improvements and features!

🔥 Pia Agent Updates​

We have released a new Pia Agent Version!

What does it contain?​

• A security patch for "Unquoted Service Path" vulnerability. This vulnerability affects services on windows and can allow privilege escalation for a windows service who's executable path does not contain "double quotes" at the start and end of the path. This would allow an attacker to escalate their privileges to system level access for a single device. Note: an attacker would already need administrator level access on a device to perform this attack.
• A stability patch for some scenarios whereby outbound connections to Azure services for WebSocket connections fail to establish. This allows additional configuration which may be applied to troubleshoot connectivity issues with the Pia Agent (specifically, configuration of MQTT and AMQP protocols).
  • We have released a new article for Agent Troubleshooting on the Learn portal here

How do I update my endpoints?​

The Pia agent has a self-updating mechanism which automatically updates all existing installed agents to the latest version (including agents which are installed from an old installer).

You may have noticed this update has already occurred for many of your agents (which you can check via the agents screen in the Pia Partner Portal) - the updates will occur in batches of 25 every 5 minutes.

However - over time, we will block older versions of the installer from registering onto your Pia Tenant, so you must keep your installer up to date.

What do I need to do?​

As most Pia Partners are using their RMM to install the Pia Agent on newly registered devices, you should make sure your RMM scripts reference the latest version of the agent.

If you are using the following URL in your RMM scripts, then you do not need to do/change anything:

• https://piapackagefiles.blob.core.windows.net/share/agent/OrchestratorAgentService.exe

However, if you are hosting a copy of the agent installer for yourself, you will need to replace the agent installer file with the latest version which can be downloaded from your tenant via the "Download" button in the Pia Partner Portal.

For more information about where this installer link is used in your RMM and how to update it, RMM specific instructions are provided below:

ConnectWise Automate Kaseya RMM Datto RMM Other (N Central, Ninja, etc.)

🐛 Bug Fixes​

Here are the bug fixes in this release:

Adoption Report Fix​

1. Webhook Not Reliable in Autotask: Added a maintenance task that would try to update the closed date of the tickets that were not marked as closed in our training record but were already closed in the target ticketing system(#20014).

Other Fixes​

1. Client sync not occurring and multiple fields on the Connected Service for Ticketing system show incorrect information: (#21674).
2. Canvas not emailing ticket contact when adding note: (#20955).
3. PopulateOds Error Due to > 40chars on Status: (#21600).
4. Conditional Form Logic - Shown when should be hidden: (#21394).

What's New 🎯​

Please find a summary of our latest updates, including enhancements, performance improvements, and bug fixes. As always, contact our Partner Support for any assistance required.

• 6 Enhancements 💡
• 5 Adoption Reporting Fixes 📊
• 8 Other Bug Fixes 🛠️

Remember, our team is here to help you make the most of these new improvements and features!

Version#: 1.0.20230715.9

🔥 Enhancements​

📒 Ticket Note Audit Log Customisation Options​

We've introduced a new set of configuration switches for the Audit Log. These options offer fine control over audit events for when a package 1) starts, 2) produces form output, 3) encounters an error, 4) completes, and 5) is scheduled. This enhancement provides increased control and visibility over your automation operations (#13325).

📚Adoption Report Performance Improvements:​

We've made a bunch of behind the scenes changes to enhance the performance of the Adoption Report functionality for faster, smoother user experience (#20079, #21173).

🚮 User Deletion from Partner Portal​

We now offer the ability to delete users directly from within the Partner Portal UI. This feature streamlines user management and accelerates administrative tasks (#17642).

🔑 Finer Grained Access Control​

To enhance our access control mechanisms, we've also introduced finer-grained roles for the portal, splitting each major function between a "View" and an "Edit" role (#19742).

💡Shortcut to Raise Ideas:​

We've added a Quick Link on the Partner Portal homepage for easier access to ideas.pia.ai (#19520).

🐛 Bug Fixes​

Here are some of the more important bug fixes in this release:

Adoption Report Fixes​

1. Unusual Close Date: The value for closedDate was in an incorrect format (#19831).
2. Filter including Report Dates: Fixed an issue where adoption report dates were being saved as part of the filter (#20449).
3. Merged Tickets Showing Up as Missed Opps: Fixed an issue where the Adoption Report was counting merged tickets as missed opportunities, causing inaccuracies in the report (#20544).
4. Missed Opportunities Infrastructure: Fixed an issue where the Pia Serviceable and Missed Opportunities Infrastructure queries were not excluding packages if they were not part of the associated client's environment (#20768).
5. Merged Tickets not flagged as IsChildTicket: Existing method to extract parentid of merge child ticket was incorrect (#20945).

Other Fixes​

1. Pia Not Suggesting Packages for Autotask: When a ticket with an empty description was created, the ML Model did not run, resulting in no package suggestions. The fix is to use the ticket title to run the ML Model when the description is missing (#20470).
2. Download Chat History Button Error 500: Fixed an issue where a user would get a 500 error when downloading chat history (#20372).
3. "Reset" Delegate Permissions Button: The button was erroneously removing permissions for all apps. This bug has been resolved (#20396).
4. Roles Not Automatically Being Assigned on Authorize: Fixed an issue with how roles get automatically assigned during aurthorise (#20412).
5. Graph API Authorisation Fails to Present a List of Options: Fixed error in Azure Sign-in (#20745).
6. Package Execution Listing Not Visible: When executing an extension automation, the package listing was not visible due to a silent exception caused by a data type mismatch (#20788).
7. Conflicting Naming for Manage User Licenses: Issue was that the suggested package includes deleted published packages. (#20933).
8. Canvas not emailing ticket contact when adding note: Ticket contact was not being sent an email. The fix introduced the required flag (#20955).

What's New 🎯​

We're pleased to share our latest updates; including performance improvements, and key feature additions. As always, contact our Partner Support for assistance.

• 3 Major Changes 🔥
• 9 Enhancements 💡
• 2 Adoption Reporting Improvements 📊
• 24 Bug Fixes 🛠️

Platform Release Notes for RC10 (RFC219) Version: 1.0.20230612.8

🔥 Major Changes​

🗜️ Condensed ConnectWise Pod​

We've created a new condensed ConnectWise Pod. This change makes it easy to search and run an automation when the chatbot is minimized (#12223).

💼 Manual Sync for Pia Users​

Manually trigger a sync of Pia Users with the ticketing system in Tenant settings. A new "Sync Now" button has been added in the Connected Service for the Ticketing System, allowing manual syncing of clients from the ticketing system into Pia (#15160).

💾 Persistent Field Settings in Reports​

Persist Filter Settings - To address the frustration with re-populating filters on reporting screens each time, functionality has been added to save default filters per user, per screen, with the ability to clear and to reset back to system default filters (#15374).

💡 Enhancements​

Here are some of the enhancements we've made to improve your experience with our platform:

1. Export client list - Added a download button to export client list as csv for Super Admins (#9468).
2. Autotask Adoption Report - Using ticket numbers instead of IDs for clarity and consistency in reports, chatbox, and package audit log (#13035).
3. Package Input Improvement - Passing data between packages. Engineers can select previous user selection as default for subsequent packages (#14068).
4. Add new Reportable Ticket Statuses - Add ability to set ticket statuses for reporting purposes (#15950).
5. Update Adoption Report References - New field introduced to track "Reporting Ready" tickets, replacing ClosedDate references allowing tickets to show in the addoption report when not fully closed (#15961).
6. Ticket Triage: Pia Enabled Clients - New property "pia_enabled_client" in filter conditions to route tickets for Pia enabled clients (#17557).
7. Extension Automation - Identify parent package of extension in Live package screen for determining origin. (#17770).
8. MSGraph token expiry improvements - Implement recommendations to prevent automations from failing due to token expiration issues. Includes logging improvements and error handling (#18436).
9. Improve DNS Error Handling - Add retry logic to catch and retry DNS errors for all web requests limiting to 3 retries (#19469).

📊 Adoption Reporting Improvements​

We've made some improvements to our adoption reporting:

1. Rename "Agents Deployed" and "Active Agents" - Adoption Report updated to use "Activated Agents" instead of "Deployed" and "Active Agents" to avoid confusion (#16615).
2. Adoption Report Button - Partner can run report with selected filters using a "Run Report" button to avoid automatic execution and delay in data retrieval. Data tables should also respect the same filters (#15439).

🛠️ Bug Fixes​

We've squashed a few bugs to improve your experience:

1. Adoption Reports - Fixed the issue with determining "Configured" clients not refelecting clients, (#19545).
2. Fixed an issue with sorting the adoption report (#19647).
3. Agent/IOT Hub Connectivity Error - agent did not support MQTT_WEBSOCKET protocol; fixed by adding support for MQTT protocol (#18251).
4. Adoption Report Discrepancy - Report only shows supported clients instead of all active agents. Code adjusted to remove filter on client (#19766).
5. Adoption Report Timeout Error - Error caused by adoption report timeout (#19976).
6. Fixed issue with AutoTask ticket close dates (#19831).
7. Client Dashboard Bug - Formbuilder component not returning metadata causing UI errors (#19025).
8. Configuration form issues - Styling and rendering isssues with package documentation. Fixed by applying styling changes and amending implementation (#19034).
9. System Audit Log Bugs - Fixed issues with column width and filtering on the system audit log screen. (#19153).
10. User Screen Bug - Issue with double click behavior causing multiple clicks to be registered as single clicks.(#19155).
11. Error in Automatic Approval via Email - Fixed an issue when attempting to run Automatic Approval via Email (#18476).
12. Client Dashboard error - Fix error when accessing unavailable elements (#18268).
13. Partner Portal Redesign - Upfated filter fields and order to match columns (#18192).
14. Missing filter default value - Improved filter in live packages screen due to missing filter (#17849).
15. Out Of Office Date/Time View - Fixes UI issue with timezone in date picker for user viewing (#15869).
16. Scheduled for later task - Fixed an issue with task not displayed after processing. (#17153).
17. Sandbox UI issue on Chatbox - Sandbox form position and dropdown height causing problems. (#17174).
18. Approval package submission issue - Label element missing value causing a problem for restricted clients. Fixed by setting label value (#17232).
19. Approval Package Email Failure - Unable to submit approval package with email approval option (#17235).
20. Duplicated Cron Package - Cron package entries were being duplicated due to a processing error. (#15036).
21. Scheduled package confirmation - Timezone fix for local/UTC time issue in dialog (#13253).
22. Multiple Pending Actions in Canvas - Fixed issue where clicking 'Resume' on two tickets quickly causes activation of both. (#13415).
23. Sorting in Tags Screen - Issue, unable to sort tags by type (#13574).
24. Missing Cancel button - Add cancel button with consistent styling to navigate back one page (#12845).

We hope you like the improvements in the RC10 release. As always, we value your feedback. Contact us at our Partner Support with any questions or comments.

What's New 🎯​

We're excited to bring you some large updates in this release! We hope you enjoy the latest improvements and features, and remember our Partner Support is always here to support you.

• 3 Major Changes 🔥
• 5 Enhancements 💡
• 10 Adoption Reporting Improvements 📊
• 9 Bug Fixes 🛠️

🔥 Major Changes​

🌐 Portal Redesign​

The redesigned Partner Portal, offers an updated look and improves functionality, and ease of navigation. The new user interface also lays a solid foundation for future expansions and new features.

🏠 Portal Home​

The redesigned Portal Home page for the Partner Portal offers a centralized hub for essential resources. Users can easily access helpful resources and tips and tricks.

🤖 Extension Automations​

Extension Automations provide a new way to customize our existing automations.

We've added Extension Points (EPs) to our existing automations; you can create and integrate custom child packages at crucial execution stages using the data from the parent automation. In this release, extension automations are available for New User and Terminate User automations across all environments.

• Run custom child packages at crucial execution points.
• Utilize data from the parent automation in your extension.

💡 Enhancements​

Here are some of the enhancements we've made to improve your experience with our platform:

1. Turn off Ticket Notes Auditing - Partners can now disable audit logs as ticket notes in their ticketing system (#8299).
2. Edit Scheduled Packages - Service technicians can change the schedule on scheduled packages without canceling and recreating them (#12372).
3. New Access Level for Pia Chatbox Feedback - Engineers can now log feedback with a new "Submit Feedback" access level (#12441).
4. Activity Aliases in Live Packages Screen - Easier debugging with aliases displayed alongside task names (#14750).
5. Improved Chatbox Loading Message - "Fetching Data" message for a better user experience (#15479).

📊 Adoption Reporting Enhancements​

We've made some nice improvements to our adoption reporting:

1. Clearer usage statistics in the Pia Champions section (#12967).
2. Package statistics for partners in a new data table (#13389).
3. New "Total Package Runs" tile (#12967).
4. Clearer hover-text presentation (#13400).
5. "Pia Serviceable Tickets" tile for unsupported clients (#13538).
6. Multi-board selection with checkboxes (#13831).
7. Customizable columns in the Pia Tickets table (#14156).
8. Additional Board, Client, and Ticket Assignee columns (#14655).
9. Customizable columns in the "Requires Investigation" table (#14656).
10. New "ReportingDate" column to track ticket reporting readiness (#15954).

🛠️ Bug Fixes​

We've also squashed some bugs in this release:

1. ChromeExtension Tabular View issue fixed (#13895).
2. Live package status update resolved (#14054).
3. Improved user experience in Chat Activity Log (#14127).
4. Typo corrected in Sandbox message (#16766).
5. UI issue with Date Picker Time Zone form fixed (#16784).
6. Performance improvement in Pia Canvas - Backend now retrieves only the required ticket statuses, improving scalability and performance (#17783).
7. Error accessing tickets in Pia pod resolved - Issue with tickets showing error messages in Pia pod and partner tickets accessed through the tenant portal fixed (#17991).
8. Import from ConnectWise streamlined - Now imports only specific company types instead of all clients (#18346).
9. Blacklist Email Get User Hierarchy Error fixed - Resolved error retrieving user hierarchy for Blacklist Email in Manage Protect due to incorrect token and missing login token retrieval method (#18452).

Version: 1.0.20230322.49

Includes details of:

• 4 New Features
• 14 Feature Enhancements
• 1 Integrations
• 21 Bug Fixes

The major issues covered by this release are: Email alert on Scheduled Automation failure; AutoTask Chrome extension improvements; Time Zone support added to scheduler; Improved the ITGlue synchronisation; Addoption Report enhancements and bug fixes; and Microsoft Graph API and delegated consent token bug fixes.

Ticket Details

New Features​

5670​

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8745​

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11237​

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13294​

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Feature Enhancements​

7895​

8687​

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8826​

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11640​

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12268​

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12833​

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13498​

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13508​

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13833​

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13834​

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14064​

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14279​

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14943​

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15507​

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Integrations​

3412​

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Bug Fixes​

11073​

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13727​

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14204​

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14221​

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14282​

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15000​

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15681​

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15973​

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16138​

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16104​

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16419​

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16553​

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16938​

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17208​

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17297​

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17301​

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17369​

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17472​

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17578​

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17865​

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18142​

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