Changes since Execute 21.1.299

Notes

  • Empty release for testing In-App Updates 21.1.302

Featuresī¸

  • The new Document Links Graph Visualization lets you explore document relationships in an interactive network diagram, making it easier to understand hierarchies and associations at a glance. Colored nodes represent different primary document types, with a clear legend and a gold border highlighting the current document. You can click any node to jump directly to that document, while solid and dashed lines visually distinguish parent-child and association links. #ui #system 21.1.306 #346630

    This adds a new visualization of how your documents are related to each other on the Document Links tab making it so much easier to navigate between related records.

    NOTE: If this feature doesn’t make sense in your environment, you can disable it by setting the HIDE_DOCUMENT_LINK_GRAPH configuration flag in settings.

  • Trying to explain how Execute tables are related? You can now use the ERD diagram generator tool to visually map the relationships between Execute tables in DataHub or your data warehouse. Simply select your Document Types, and the tool will create a clear Entity Relationship Diagram to help you navigate complex schemas with ease. Find on the special page (/ui/tools?erd) #integration #system 21.1.306 #347425

    If you have questions about how table are related in our warehouse schema (DataHub, Snowflake, DataBricks, etc.), our new interactive ERD generator will help you make sense of it.

    erd

  • Introducing AI-powered formula generation. Note this feature is off by default, and requires an OpenAI / Azure AI API key to enable. If you are interested in testing this feature, please get in touch with Quorum Support. #formula 21.1.306 #346164

    Execute’s new AI Formula assistant makes building, updating and understanding formulas a breeze!

    This functionality is available as a preview and not-enabled by default.

    demo

    To enable you must:

    • Add the ENABLE_AI configuration flag under Tools > Configuration > Settings.
    • Set up your AI provider in the Settings (OpenAI is the easiest and default option, but Azure AI works too)
    • Add a new External Credential with your OpenAI / Azure AI API Key. The credential must be called AI_APIKEY

    NOTE: By enabling this experimental feature you understand that some information about your Execute environment is being sent to your configured AI provider including a complete field list, and details about your formulas.

Enhancements

  • Users can now renew or rotate their API keys to generate new secrets while keeping the same key ID, enhancing security by enabling regular credential updates. The renewal process includes selecting a new expiration period, and immediate invalidation of the old secret. #security #api #admin 21.1.307 #348493
  • You can now drag and drop files directly into attachment fields to upload and automatically select them, making file uploads faster and more intuitive. This even includes (at long last) workflow task attachment fields!!! #attachments #ui 21.1.307 #347412
  • The auto-release reviewer will now hold off on releasing an AFE for approval until all release validation rules are met. (NOTE: This means you’ll have to pay attention to your release roles as things like invalid overhead configuration will prevent the automatic release of AFEs.) #afe #workflow #system 21.1.307 #348585
  • This release introduces a new plugin that enables CSharp-backed calculated fields, allowing more flexible and powerful custom calculations. Additionally, the Custom Document Action plugin has been enhanced with new post-action and redirect expressions. #plugins #workflow #system 21.1.307 #348121
  • When viewing change history on large text fields (such as plugins) you’ll now see a colored coded “diff” view that makes it approximately 1,000,000 times (yes. Really) easier to spot the differences. #ui #system 21.1.307 #347436
  • The target-date drag tooltip for activities has been improved to follow your mouse pointer instead of sticking in the schedule button bar, preventing annoying page jumps and making the experience much smoother. #ui #workflow #opsched 21.1.307 #348265
  • The plugin editor now supports enhanced search functionality using CTRL+F, allowing you to find text beyond what’s currently visible on screen. #plugins #ui 21.1.307 #348282
  • You can now clear temporary placeholder numbers on historically loaded wells and sites just like you do with AFE and RTx. #well #afe #ui 21.1.307 #348258
  • The API Key authentication process has been overhauled to simplify integration with external systems. You can now use standard Basic Authentication headers with API keys to access Execute APIs without needing to manage session IDs manually. #api #integration #security 21.1.306 #347845
  • If you’ve ever been driven to the point of madness because you open a plugin only to realize you aren’t in edit mode, this fix is for you. The plugin content is no longer a pop-up modal but now appears in a sleek new Plugin Details tab, making editing more intuitive and less frustrating. #plugins 21.1.306 #347741
  • We’ve added special header colors for TEST and DEV environments to help you quickly identify which environment you’re working in. #ui #system #admin 21.1.306 #347398
  • Smashleft Mode lets you quickly move activities as far left as possible within an OpSched row, eliminating whitespace without overlapping other activities or blackout periods. In addition, we’ve added keyboard shortcuts to switch between commonly used scheduling tools - just hover over a tool to see the shortcut used - For example, pressing SPACE while looking at a schedule activities the new shift left feature!). #opsched 21.1.306 #258790
  • A Most Recently Used (MRU) list has been added to configuration screens, making it easier and faster for users to access their recently edited settings without hunting through the big list. #admin 21.1.306 #347652

    Some of us spend a lot of time in various settings/configuration screens in the app. The Configuration page now shows you a list of your most recently accessed configuration pages on the top so you can spend a whole lot less time searching!

  • A new printing serializer has been added that includes linked documents, allowing printed forms that consolidate information from multiple linked documents. #afe #reporting #system 21.1.304 #340325
  • Added new configuration settings that allow Execute to notify an external system after successful startup and before user-initiated shutdown. #system #integration #reporting 21.1.304 #343089

Bugs

  • Fixed an issue where Execute’s workflow diagrams would break if tasks contained markdown. #workflow 21.1.309 #349858
  • Fixed an issue where the installer could not correctly detect user SIDs for Group Managed Service Accounts (GMSA), ensuring smoother installation and configuration when using these accounts. #system #admin 21.1.308 #349480
  • Fixed an issue where creating blank format-rules on reminders could break sending other reminders. #workflow #system #ui 21.1.307 #340405
  • Fixed an issue where leaving the time zone field blank would stop the entire reminder sending process. #workflow #email #system 21.1.307 #340841
  • Added detailed logging for failures in the Integration Agent to help identify and troubleshoot connection issues more effectively. #system #integration agent 21.1.306 #341746
  • Fixed an error that occurred when editing integer fields from the browse page if those fields were used in calculated fields. #formula #system 21.1.306 #347917
  • Fixed a frustrating issue where you couldn’t build custom tab fields that pulled fields from a User, Partner, or Account document. #system 21.1.306 #347507
  • Fixed an issue where invalid XML in the agent’s databaseConnections.config file would fail silently, ensuring users are now properly alerted to configuration errors to prevent unnoticed connection problems. #integration agent 21.1.306 #347232
  • Fixed a typo in the Bulk Update modal. #ui 21.1.306 #346923
  • Azure logging now correctly respects environment variables for its settings, ensuring that the EXEC_AZURE_INSIGHTS_CONNECTION variable properly overrides configuration files during initialization. #system #integration 21.1.304 #340068
  • The custom table subview now correctly appears on the Workflow Task pop-up ensuring users can now edit individual fields and tables. #workflow #ui 21.1.304 #346070
  • The installer now correctly applies permission changes during headless (scripted) installs, ensuring that in-app updates run smoothly without permission issues. This fix addresses upgrade failures caused by permission adjustments only running during interactive installs, improving reliability for automated update scenarios. #system 21.1.304 #344594
  • The OpSched named license user check has been fixed to exclude support users, ensuring only actual licensed users are counted. This prevents support accounts from incorrectly consuming named licenses. #opsched #system 21.1.304 #346358
  • The support package no longer leaves behind temporary directories after use, keeping your Execute server clean and clutter-free. #system 21.1.304 #342833
  • Fixed an issue where the well data header overflowed its container, improving the display and readability in the user interface. #ui #well #system 21.1.304
  • Fixed an issue with the HttpMultipartParser to ensure reliable processing of multipart HTTP requests, improving stability and preventing errors during file uploads or form submissions. (This is a behind the scenes thing that only affected those of you uploading attachments via. our APIs) #system #api 21.1.304 #344588
Ready to update?
  • For Quorum-hosted Aucerna Execute environments, email an upgrade request to Execute Support.
  • For on-prem instances of Execute:
    • Always ensure you have a recent backup of your Execute database before updating.
    • Download the installer from the Client Portal.