AdvoLogix has updated the integration to support the latest iManage Work 10.4.4 release with changes to the REST API calls utilized within the Featured Items component. With this, we've addressed a known issue that impacts the iManage imanage.work endpoint and on-premise customers where the Featured Items component could not display folders or documents added to the component.

AdvoLogix now supports iManage Work on-premise (version 10.2 onwards) instances as well. Once your administrator makes your iManage Work on-premise edition accessible to the Salesforce network, the communication within the AdvoLogix integration can authenticate and connect to your on-premise edition without issues and you can enjoy fully integrated features available within your organization. For more details, follow this link.

Version 1.22.10

• Resolved an issue where, in rare conditions, users were unable to create a workspace due to a 'Document Profile Invalid' error received from the iManage API response.

Version 1.22.9

• Resolved an issue where users were unable to load a workspace when a field value used within the workspace mapping manager configuration has a '$' symbol.
• Resolved an issue where user sessions were not automatically renewing, specifically for on-premise and imanage.work instances) and thus forcing users to log in to iManage repeatedly on a daily basis.

Version 1.22.8

• Resolved an issue where an administrator was unable to delete a Custom Profile from any Workspace Manager Configuration due to an error.

Version 1.22.7

• Resolved an issue where an email address is not generated for a folder when creating a Workspace using a Workspace Template that has folders enabled with an auto-generated email address option.

Version 1.22.6

• Resolved an issue where users were getting an error when creating a new category from within the My Favorites lightning component.
• Resolved an issue where the connector component was unable to resolve the Workspace Template based on the user's selection for generating a sub-folder structure.

Version 1.22.5

• Resolved an issue with the Create Folder flow action, where users were unable to create a new folder in iManage Work due to an error when iManage Folder Path was provided as an automation input parameter.

Version 1.22.4

• Resolved an issue with the Connector lightning component not using the Library provided from the associated workspace manager configuration but instead using the logged-in user's preferred library for executing underlying operations.

Version 1.22.1

• Resolved an issue where custom file upload controls are visible within a folder when iManage Work Web Standard Navigation is enabled for the users.
• Resolved an issue impacting imanage.work endpoint users of iManage Work where users were getting an error while adding a document to the My Favorites lightning component.

AdvoLogix has added support for mapping a folder within a workspace to catalog your documents. Along with the ability to associate workspaces to Salesforce records, you can now configure the integration to an extent where your Salesforce records can be attached to a folder or a sub-folder within your workspace. For more details, follow this link.

The Workspace Manager section within the iManage Setup tab has been enhanced to display useful information a bit more easily. For more details, follow this link.

The Workspace Manager has been updated to utilize a brand new interface for creating Workspace Configurations. The new wizard-based interface allows your administrator to go through various options as they make sense to your internal use case and save the configuration.

AdvoLogix now supports the ability to choose a Workspace Template when creating a workspace within the iManage Connector lightning component and invocable APEX method. This will help administrators design better workflows for automation and applying different templates that better suit your implementation for your iManage Work users. For more details, follow this link.

1.21.1

• Resolved an issue with iManage Notifications engine where if a user has followed many workspaces for notification updates then an error is generated within the service and the notification is not generated for the user.

AdvoLogix now provides a single-click update action built within the application. System administrators will have the ability to see the latest release and update the application within the iManage Setup tab.

AdvoLogix has included a global Merge Workspaces method to support the merging of duplicate lead, contact, case, or account records in the database. Salesforce supports merging up to three records at a time (treated as the master record), and deletes the other records. With our Merge Workspaces method, your administrator can setup a background process to auto-link the iManage workspaces of those deleted records back to the master record. For more details on how to implement this functionality, follow this link.

Secured Logins capability within AdvoLogix provided components allows certain users of your organizations, with iManage access, to provide access as well as execute all available operations within the component using that user's access. Administrators can now enable users as secured logins which can power-up the lightning components authentication mechanism and allow higher level access to carry out certain tasks such as creation of workspaces or ability to access iManage content across your lightning community without requiring your portal users to explicitly login to iManage Work. For more details, follow this article.

AdvoLogix has enabled all their lightning components for usage within Digital Experiences (or lightning communities). Administrators can now share content from iManage Work directly to the Salesforce community users, which works well with the newly launched secured logins capability that allows access to iManage content without requiring community users to exclusively login to iManage Work.

AdvoLogix has deployed and integrated its own Amazon Web Services (AWS) platform to provide higher file upload capabilities. Users can now upload files up to 1 GB from Salesforce to iManage Work when using custom navigation to browse workspaces and folders or when uploading Salesforce Files to iManage® Work via automation. For more details on how to enable this platform follow this article.

AdvoLogix has enhanced the merge field capabilities such that your administrator can reference related parent fields directly within workspace configuration formatter fields. You can now reference an account's fields without having the need to create custom formula on base object for referencing them in the configuration. For example, within a case object's workspace configuration the related account's account number can be referenced as {{Account.AccountNumber}} or a case's account's owner name can be referenced as {{Account.Owner.Name}}, where account is the relationship name of the account lookup field on Case.

1.17.3

• Resolved an issue where the iManage® Connector lightning component was unable to display more than 25 workspaces in the list.
• Resolved an issue where Salesforce® Files were not uploaded to records when the connector configuration was left empty.
• Resolved an issue where iManage® Workspaces could not be generated due to an internal error.
• Resolved an issue with the Featured Items lightning component where removing an item from the component (with the identifier empty for multiple instances on a single page) may have inadvertently removed the featured item from the configuration within the setup as well.

1.17.0

• Resolved an issue with the iManage Connector lightning component displaying a misaligned informational message.

AdvoLogix has added a built-in Apex method to auto transfer your Salesforce Files to an iManage Workspace automatically via Salesforce Flows. With Salesforce Flows, an admin can setup the automation to be fired upon creation of your Salesforce Files and send it to a Workspace associated with your linked record. For more details follow this article.

AdvoLogix has added a built-in Apex method to retrieve a list of all associated iManage Workspaces for your record in Salesforce within Salesforce Flows. For more details follow this article.

• The merge fields configured within the iManage Workspace Manager (in the Workspace Naming Format or Custom Profile Alias/Description Form fields) are now treated as case-insensitive.
• Resolved an issue with iManage Workspace Manager Configuration where users were unable to clear a Workspace Template once it had been set during creation of the configuration.

The iManage Integration for Salesforce Powered by AdvoLogix has added support for enhanced navigation while browsing iManage Workspaces and folders within Salesforce. For more details follow this article.

The iManage Integration for Salesforce Powered by AdvoLogix now supports multiple libraries. All our components now support customizable access to workspaces, folders, or documents by specific libraries.

The iManage Integration for Salesforce Powered by AdvoLogix now supports setting up Workspace Manager Configurations with all supported custom profiles in iManage Work. With added support for parent and child type custom profiles, users can now manage the workspace associations in Salesforce with ease. For more details follow this article.

The iManage Integration for Salesforce Powered by AdvoLogix now includes a lightning app that has a pre-configured navigation menu and a collection of utility bar components, as well as a home page with AdvoLogix lightning components.

Version 1.15.3

• Resolved an issue with Workspace Manager Configuration where users were unable to set the Workspace Template to empty and save configuration.

Version 1.15.2

• Resolved an issue with Featured Items component, where users were not able to maintain list of folders or documents added on lightning record pages of any object.
• Resolved an issue where users were not able to open standard iManage dialogs such as Properties or browse and select Folders to Featured Items component for customers on the imanage.work endpoint.
• Resolved an issue with multiple lightning components were not able to connect to workspaces when the document_number generated for workspaces and documents is larger than 2,147,483,647.

• Resolved an issue with the Sign in to iManage button, where some private iManage server instances required scope to be present in the authentication parameters for the iManage Work server.

The iManage Integration for Salesforce Powered by AdvoLogix is now a Platform Shield compliant application. Shield Platform Encryption provides an additional layer of security enabling your organization to encrypt sensitive data at rest, not just when transmitted over a network.

• Resolved an issue where login mechanism was missing the scope parameter for user access authorization.

The AdvoLogix My Favorites lightning component allows users to view and manage a list of workspaces, folders or documents as shortcuts that they frequently use. The list is maintained within iManage My Favorites and users can add or remove items either from within iManage Work or Salesforce. For more details, see this article.

The AdvoLogix Featured Items lightning component for allows users to view a list of folders or documents as shortcuts that your administrator can configure. The list is maintained within Salesforce® and users can add or remove items from the respective instance of the Featured Items lightning component. For more details, see this article.

• Resolved an issue where some iManage permissions were auto-installed to the user's profiles when the package is installed within an organization.

For customers who are on imanage.work, they can now manage their own authentication Application, and our configuration now allows them to enter their own API Keys for access to the iManage Work instance. For more details follow this article.

For every record, a base workspace will be present in iManage Work. The user will be presented with an option to create a new workspace in iManage, if there is none created already. This component provides access within the workspace and users are able to open, download or checkout/checkin documents with ease. For more details follow this article.

The AdvoLogix Document Link lightning component allows a user to link a specific document by saving the document URL into a specific field on the record. For more details follow this article.

AdvoLogix has built in a notification system that can be configured to provide push notifications by default for all enabled notification events such as new document upload, document version upload or whenever a document's profile is updated. These notifications can be extended to publish customized chatter posts or send out email alerts as well. For more details follow this article.

AdvoLogix provides a built-in Apex method to generate an iManage Workspace automatically via Salesforce Flows. With Salesforce Flows an admin can setup the automation to be fired upon creation of a record such as a new account creation. For more details follow this article.