Experlogix Smart Flows 4.24 Release Notes

This page provides release notes for the entire 4.24 release of Experlogix Smart Flows, including the major release version 4.24.0 and all subsequent minor releases.

Current Version: 4.24.2 on 6/5/2025

Previous Version: 4.24.1 on 4/16/2025

Version Compatibility Matrix

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Experlogix Smart Flows 4.24 Download Installers

Release Preview

ID Type Title Description

47994 Deprecated Unable to Test Connectors Some users experienced an "unsupported exception" message when attempting to refresh tokens when testing connectors in Project Console. AD FS 3.0, bundled with Windows Server 2012, was the root cause. Microsoft officially ended support for Windows Server 2012 on October 10, 2023. To ensure continued compatibility, users must upgrade to Windows Server 2016 or later, which includes AD FS 4.0. Released in 4.24.1

45667 Feature Review and Approve Document Flow Block in Flow Builder Flow Builder now includes a Review and approve document flow block, allowing other users than the active user to review, edit and approve a generated document Users can approve or decline the document, with options to provide reasons for declining. See Review and approve document.

46103 Feature Enhanced Recipient Configuration in Flow Builder The Send to Docusign flow block now includes a Configure recipients button, allowing users to map and overwrite recipient details like email, signing options, and authentication methods. For additional details, please refer to the Send to Docusign flow block.

46112 Feature Add Multiple Templates to One Docusign Envelope Designers can now add multiple documents to a single Docusign envelope, enhancing flexibility and efficiency. See the Send to Docusign flow block for more information.

46118 Feature ID Verification in Smart Flows Template Builder Smart Flows Template Builder now supports choosing if ID verification is needed and selecting the method (for example, IDnow, Electronic (eID), or Bank ID). Docusign handles the verification. See the Send to Docusign flow block for more information.

46124 Feature Branding in Flow Execution Panel Admins can now personalize Flow Execution Panel (FEP) to align with their organization's branding. This update introduces a dedicated Theming tab within FEP settings, allowing customization of the navigation bar color, logos for desktop and mobile views, Admins can upload logos with size validation, Theming settings apply universally across all users and include backend validation to ensure compliance with corporate guidelines. See Flow Execution Panel Overview for more details.

46331 Feature Support for Individual User Authentication for Experlogix Documents Connector The Experlogix Documents connector now supports individual user authentication for document storage. Documents are assigned to the user who initiates the flow, ensuring accurate monitoring. See the Individual User Authentication and User Authentications Tab for more information.

46800 Feature Preview Release CPQ Connector Integration with Cloud Connect Clients can now create Experlogix CPQ connectors by selecting a connection from a linked Cloud Connect instance. The new integration with Experlogix CPQ leverages a metadata model for more flexible data collection from CPQ and offers the capability open a Flow Execution Panel from within the web configurator, unlocking the full capabilities of Experlogix Document Automation. See Experlogix CPQ (Preview) for more information.

46804

Feature

Improved Licensing Based on User Identities

We've updated our licensing model to better reflect how users interact with Smart Flows. Instead of counting users based on log ins, licensing now tracks user identities—meaning a single user accessing multiple connectors will be recognized as having separate identities. Syncing is now based on email addresses, ensuring consistency across systems.

47063

Feature

Authentication Method Toggle for Dynamics CE Connector

Administrators can now toggle between impersonation and individual user authentication for the Microsoft Dynamics 365 CE connector. This update enhances flexibility by allowing organizations to align authentication methods with internal security policies while maintaining full functionality. By default, new connectors use individual authentication, while existing connectors retain impersonation unless updated by an admin in the connector settings in Project Console. The selected authentication method is consistently enforced during data flow execution, ensuring seamless integration with Microsoft Dynamics 365 CE's role-based security. See Individual User Authentication and User Authentications Tab for more information.

47904

Feature

Introduction of the Configuration Set entity for the Experlogix CPQ (Preview) plug-in

The integration with Experlogix CPQ now allows designers to select Configuration Set as the root element of an Experlogix CPQ data set. Data sets with a configuration set root can contain entities and fields of multiple configurations. This allows Designers to create templates and flows that compare multiple configurations on a single document. Users can execute such a comparison flow by selecting multiple configurations within a configuration set and starting an execution of a flow that is based on Configuration Set data set.

46337 Fix Custom Dataset Error in Microsoft Dynamics E-mail Flow Flow Block In the Microsoft Dynamics Email flow block, the flow failed and the error message 'datasource entity with display name {1} not found' displayed when the To/CC/BCC email fields were populated using a custom data set. Now, the email is successfully populated.

46338 Fix Internal Server Error when Viewing Template History In Smart Flows, users faced an internal server error when viewing the version history of large templates published more than 50 times. Now, the version history displays correctly without errors.

46348 Fix Items Needing Analysis Not Viewable in Data Set Optimizer In Smart Flows, users couldn't view items needing analysis in the Data Set Optimizer. Now, a scroll bar enables users to read and navigate the list of items.

46380 Fix Error Message Not Displaying in Flow Execution Panel In Flow Execution Panel, generated documents without data previously did not display an error message. The issue is now resolved. If the flow execution fails, the system displays an error message indicating that the template contains fields that don't exist.

46612 Fix Missing Document Download Link in Flow Execution Report When running a flow in Flow Builder, the progress object in the flow execution report did not contain a link to download the document. Now, when users view the progress object, the system provides a link that allows them to download the document.

46738 Fix Input Data Missing When a Flow Report is Exported and Imported into Another Project When creating and running a flow from Microsoft Dynamics 365 CE or an XML/schema data set, input data is missing when exporting and importing the flow report into another project. Now, when users export and import flows, the input data is included.

46764 Fix Incorrect role assignments in Microsoft Dynamics 365 CE/SSO integration after user sync In the Microsoft Dynamics 365 CE/SSO integration, some users experienced incorrect role assignments after syncing users. Now, when users sync, they will have the correct roles assigned to them as configured in the Microsoft Dynamics 365 CE/SSO.

47526 Fix Sugar Mapped Field to and CC Issue We fixed an issue in the Email (Sugar) flow block. The email fields mapped to the To, CC, and BCC fields were not populating correctly. Now, these fields retain their mapped email values as expected.

47602 Fix IllegalStateException: Flow Execution Failed We fixed an issue where resuming a flow execution failed with an IllegalStateException if a user moved a flow block from one zone to another while the flow was paused at a user input step. The flow now resumes as expected, preventing execution errors caused by incomplete zone transitions.

47996 Fix Flow Fails With "Could Not Initialize Proxy – No Session" Error Resolved an issue where Smart Flows failed at the Docusign step with a "could not initialize proxy – no Session" error. This occurred when pausing the flow after document generation. We've addressed the issue permanently by modifying the load behavior. As a workaround before the fix, specifying a Docusign data set in the step allowed flows to execute successfully. Released in 4.24.1

48002

Fix

Unable to Install Sugar Module Loader Packs

Fixed an issue where users on SugarCRM versions beyond 14.2 could not install module loader packs (MLPs) due to pre-execution role scripts in the manifest. The team resolved this issue starting with the 4.24.1 release. Clients on older versions of SugarCRM can use the following workarounds to install MLPs successfully. This fix self-resolves for clients on currently supported SugarCRM versions; see the Version Compatibility Matrix for version support details. Released in 4.24.1

Workaround 1

Modify the manifest.php

Extract the MLP zip, open manifest.php, and remove the following script at line 382:

Copy

Removable Section for Sugar

pre_execute' => array('<basepath>/scripts/add_smart_flows_roles.php

Re-zip the files and upload them again.

After installation, manually add the following roles to the project:

Experlogix Smart Flows Administrator
Experlogix Smart Flows Designer
Experlogix Smart Flows User

Workaround 2

Remove existing roles before installation.

Remove the Smart Flows roles before installation.

After successful installation, reassign the roles manually.

48192

Fix

Resolved SharePoint connector configuration issue

Users previously encountered an error when configuring a Microsoft SharePoint connector in the Connectors section of the Control Panel. This issue has now been resolved, and the connector can be configured without issues.

46391 Improvement SQL Error on Document Names Over 255 Characters Some users experienced an SQL exception error where entering a document name longer than 255 characters resulted in a error org.hibernate.exception.SQLGrammarException: could not execute statement. The system now displays an Error - Generate Document message with a clear explanation when the character limit is exceeded.

46639 Improvement Improved Error Messaging for SharePoint Folder Path Issues Users encountered confusing error messages when fetching documents from SharePoint if the path did not include /Shared Documents/ or the user removed the /. Error messages now clearly indicate that the root cause is issues with the file path.

46658 Improvement Message not displayed in Connect blocks form when there are no blocks with which to create links In Flow Builder, the Connect Blocks dialog previously appeared empty when no blocks were available to link, causing users to assume there was an error. To improve clarity, the dialog now explicitly states: "There are no blocks available to create links with." This ensures users understand why no connections can be made.

47900

Improvement

Improved the entity form loading in Dynamic 365 CE

In Microsoft Dynamic 365 CE, when setting the Expelogix Documents command bar button visibility to only show on entity forms that have associated flows, the load time of the entity form would increase. This issue has been resolved by adjusting the cache settings, allowing users to open entity forms with normal load times.

46809 Known Issue Pseudo Relation and Result Set Mapping Issue Some users experience incorrect product ID mapping in templates when using result sets and pseudo-relations. Specifically, values do not return correctly from Microsoft Dynamics 365 CE due to namespace resolution issues.
Workarounds:
1) Modify the input XML: If you have control over the input XML, add a targetNamespace to the Schema and set it in the input XML. This ensures that the application properly resolves namespaces, allowing the template to function correctly.

2) Adjust template mappings: Instead of mapping sub-elements of the pseudo relation through the result set, structure the template to loop over the top element of the pseudo relation within the result set (/Generic_-_OFP-MAN/Vendor_-_PR). Within each iteration, map sub-elements directly via the pseudo relation (/Quote/quote_details/QuoteDetail/Vendor_-PR/no). This ensures that the mappings resolve correctly.