Automation 360 v.31 Community Edition Release Notes

Release date: 6 December 2023

Review what's new in the Community Edition of the Automation 360 v.31 (Build 21072) release. Build 21072 replaces Build 21023.

Note: When a Bot Agent update is required, the Bot Agent is automatically updated to the compatible version.

For more information on updating to this release, see these resources:

Automation Workspace

What's new
Improved usability of the Assistant utility

The Bot editor, API editor, and the Template editor are now enhanced to remember the last position of the Assistant utility before you exit the editor. This improves the usability of the Assistant as you no longer have to move the Assistant to the right of the editor to view the Actions panel each time you open the bot within the editor.

Debugging your automations

Auto-purge of historical activities (Service Cloud case ID: 01255033, 01753613, 01764385, 01907781, 01951958, 02004210)

Historical activities that are older than 30 days are automatically purged (deleted).

Automation Co-Pilot for Business Users

What's new
Select a user group in a Process task in Process Composer

As a Bot Creator or Citizen Developer, you can assign a user group based on role or team when creating a new Process task in Process Composer. If you do not designate a user group, the default user group will be used in the Process task.

Add Process Task to a process automation

Move a process automation between folders in Process Composer

As a Bot Creator or Citizen Developer, you can move a new process automation from one folder to another within a private workspace.

Move a process automation between folders

Assign custom roles with more granular permissions in Process Composer and Automation Co-Pilot

As an administrator, you can create custom roles with greater granular permissions to adhere to your organization's security directives and align with principles or least privileges. You are no longer required to use the system-defined roles provided by applications. You can create roles and assign permissions related to tasks, requests, and processes.

Process Composer roles and permissions

Administrators can also customize roles to more specific functionality in Automation Co-Pilot (for example, Teams, extensions, and bots).

Feature permissions for a role

All privileges granted to existing user-created roles persist, as expected. The new permission model continues to be based on product behavior. Permission options are simply offered across a broader scope to include product developments since the previous model.

What's changed
Improved image file upload

The experience has been improved for selecting and uploading a file to the image element when creating a form. Now the thumbnail of the image element is interactive, and users can click to open the file finder for selection or simply drag the file into the image element on the canvas. This improvement is in addition to the existing method of selecting files in the configuration panel.

Favorite automations are now persisted on the server side

Within Automation Co-Pilot (both Embedded and Assistant), automations selected as favorite will persist across browser sessions, to display as a filtered group for quick access when the user selects the Show favorites only check box. When showing favorites, the automation list will default to display only selected favorites until the user clears the Show favorites only check box. Previously, if cache was cleared or the user used a different browser, all favorite selections would need to be made again. Additionally, favorite was previously referred to as pinned.

Show favorites only view is no longer default

When navigating to the automation list page, the Show favorites only check box is unselected and all automations are displayed until the option is selected. Previously, the Show favorites only check box was selected by default, displaying only favorite automations.

Document Automation

What's new
RegexExtract action in validation rules

You can now use the RegexExtract action in validation rules for table and form fields. When a value is extracted from a document, this feature allows users to apply a regular expression (regex) to the extracted value to retrieve a specific substring. It extracts only the first match found in the value based on the regex pattern.

Validation rules in Document Automation | Use regex extract action in validation rule

IQ Bot

What's changed
Deprecation of IQ Bot from Community Edition

The IQ Bot is removed from Control Room for Community Edition users. The Train other documents button on the Manage > Learning Instances tab is removed as part of this deprecation.

Document Automation Community Edition