AdvoLogix Help

AdvoLogix Fall 2019

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AdvoLogix Fall 2019 Major Release  (version number 1.86.x)

AdvoLogix provides two types of releases, major releases and patch releases. Major releases are seasonal, occurring three times (approximately) per year and are generally accompanied by new functionality. Patch releases provide minor functional improvements and issue resolutions. It is important to note, patch releases are automatically installed for all customers on the current major release.

Major releases are not automatically installed into your organization. Click here for help with upgrading your organization to the latest major release of AdvoLogix.

Matter Management

Matter-based Mass Emailing (new)

Organizations now have the opportunity to add mass email capabilities to the matter list view. This allows users to tag and send email to any contact lookup (eg Primary Contact) on the matter object. The resulting emails will automatically be related to the matter and can be viewed in the related activities and related email component throughout AdvoLogix.

Email List Lightning Component (new)

The AdvoLogix related email panel can now be deployed as a Lightning component in lieu of a Visualforce panel. The Lightning component has been improved over the Visualforce panel with the added capability to monitor the email status and improved attachment viewing capabilities.

* This feature is only available in Lightning Experience.

Participation Map Enhancements

  • Mass Email from the Participant List
    The Participation Map now has the option to mass email from the component's list view. This feature works similarly to the new Matter-based email feature and can be disabled on the component property panel.
  • Add the Component to (almost) Any Lightning Page
    The Participant Map can now be added to any page layout whose underlying object has a matter, account, contact or user lookup field. Page designers have the option to select a specific field in which to base the map's display. For example, adding the Participation Map to the participant page provides the user a quick overview of other participants. Previously this component could only be used on the matter, account and contact page layouts. 

* These features are only available in Lightning Experience.

Matter Timeline Enhancements

  • Add the Component to (almost) Any Lightning Page 
    The Matter Timeline can now be added to any page layout whose underlying object has a matter lookup field. For example, adding the Timeline to the event page provides the user a quick overview of other activities for the underlying matter. Previously this component could only be used on the matter page layout.

  • New Dedicated Option for Chatter Field Updates
    Chatter Field Updates can now be enabled (or disabled) independent from the Chatter Feed comments. These posts were previously included within the Chatter Feed option.

  • New Grouping Visualization
    Items in the timeline are now grouped (by month and year) within collapsible sections. This new visualization closely aligns with changes in the upcoming Salesforce Winter 20 platform release. 

* These features are only available in Lightning Experience.

Calendars and Scheduling

Matter Calendar Enhancements

  • New Hourly Display Mode (shown above)
    When viewing the Matter Calendar in the weekly (or daily) view, users now have the option to display events by time of day, top to bottom (from 12am to 12pm).  All day events appear at the top of the calendar with key dates and tasks.

  • Multi-day Events (shown above)
    The Matter Calendar now displays multi-day events for all inclusive dates of the event. Previously multi-day events displayed on the first day of the event.

  • New Filter Options for Events
    Users may now select a subset of event items displayed in the calendar using the new event list view filter option.

* These features are only available in Lightning Experience.

Document Assembly

AdvoDoc Enhancements

  • Template Designer Improvements (shown above)
    An improved page layout view make working with document templates more consistent by limiting the designers page width to the actual width of a document.

Billing and Timekeeping

  • Billing Preview
    A new filter option allows users to work with both time and expenses or independently work with time or expenses.

  • Set Time Entry Fields as Required
    Organizations may now use the time entry field set to establish when standard time entry fields should be required.


CT Service of Process Integration (Pilot)

If your organization is a current subscriber of CT Corps's Service of Process or would like to investigate the use of this service integrated with AdvoLogix please contact your AdvoLogix account executive for more information.

Follow this link to read more about the AdvoLogix CT Service of Process  integration

Other Notables

  • AdvoLogix Permission Sets
    AdvoLogix now ships two permissions sets which can be used in lieu of or in conjunction with user profiles.

  • Follow this link for a summary of interim release improvements rolled into Spring 2019.

Interim Releases


  • Improved Matter Calendar capability to handle large amounts of data.
  • Enhanced Billing Preview capability of adding custom columns with the removal of limitation of providing both Time & Expense columns under Timekeeping setup.
  • The default in Participant's Responsible Percentage field is removed from the field definition.


  • Enhanced Task Checklist performance for matters having a large number of tasks.
  • Resolved an issue with Batch Participants form where some users in a rare condition get a distorted lookup field view.


  • Resolved an issue with Participant Lightning Form, where Matter lookup might not pre-load with value in some rare condition.
  • Implemented better handling of hidden record types in participation map and batch participants.
  • Resolved an issue with Matter Calendar rendering on the first load for some users stuck with loading spinner.


  • Resolved an issue with Matter Calendar for some rare users unable to open the filter menu in Matter record context.
  • Resolved an issue with AdvoDoc related list options of Hide Header and Stacked display for word output files.
  • Improved user experience in the Salesforce Mobile app.  


  • Resolved an issue where editing a participant in the classic environment resulted in some custom fields not reflecting saved values.


  • Improved the AdvoDoc designer behavior while adding new related lists one after the other.
  • Improved behavior of the Time Entry forms in the handling of currency in a multi-currency organization.
  • Resolved an issue with the Matter Calendar & Participation Map affecting some users in specific conditions for the Firefox browser only.
  • Resolved an issue with the Intake Designer where, for some users, the record type selected while creating the intake form does not show up correctly in the designer itself.


  • Enhanced our Lightning Time Entry forms to support a Currency picker functionality in a  multi-currency organization.
  • Improved AdvoDoc's handling of polymorphic lookup fields on a base object that supports them.
  • Improved the Matter Calendar's weekly view-switching capabilities.
  • Resolved an issue with the package installation where some users were unable to install the application in Sandboxes. 
  • Resolved an issue with the Related Email component when an email is deleted.
  • Resolved an issue with the Files and Content panel in Classic where some users were unable to publish files after uploading.
  • Resolved an issue with the Batch Time Entry in the matter lookup's search capability.
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