What's new in Delegate 3.3

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Delegate 3.3 Release Notes

Delegate 3.3 introduces many new features that will help make it easier and more efficient to run automated workflows. The new features included in this release are the ability to cause a workflow to trigger automatically when new documents are loaded into the system, additional step types to pause a workflow, update a field, run relativity integration points, and set a long text field size. As well as introducing additional workflow controls, allowing users to pause a workflow in progress. It also consolidates logging into a single source and supports Relativity 2023.

Please note with this version of Delegate, Relativity 10.3 is no longer supported.

If upgrading directly from Delegate 2.5:

  • You will need to get a license key from the Customer Advocacy team.

Features

Document Load Trigger

This feature allows workflows to execute automatically when new Documents are loaded into a workspace, streamlining your document management processes. This trigger activates when a fresh document record is generated within the database. This trigger will not execute when documents are updated, such as alterations in metadata or overlaying images, natives, productions, or metadata.

document load trigger

New Step Types

Run Relativity Integration Point

Users can now configure a RIP job to run within a workflow. Please note that this step is only available if the Integration Points application is installed.

Pause Workflow

With this step, users can pause a workflow and notify relevant stakeholders via email.

pause-workflow-step

Update Field

With this step, users can select a field to be updated and specify a new value by defining the target documents using a saved search. Supported field types include fixed-length text, long text, date, whole number, decimal, currency, yes/no, user, and single object.

update-field-step

Set Long Text Field Size

This step will calculate the size of a long text field and populate the value to a document field.

set-long-text-field-size-step

Manually Pause Workflow

Users can now pause a running workflow manually. When paused, the currently executing step will complete, but the workflow will halt, preventing progression to the next step.

manually-pause-workflow

Resume Workflow API

Users have the option to resume workflows from the beginning, at the current step, or from the next step. If a workflow is Complete/Stopped, it always resumes from the beginning. For Paused/Errored workflows, users can specify the resume location, allowing for precise workflow continuation. If no location is specified, the workflow resumes from the start. In cases where a workflow is Pending/In Progress, an error will be raised to indicate that it cannot be resumed due to ongoing execution.

To support these enhancements, the Delegate Learning Docs project on GitHub has been updated.

Consolidated Logging

On the Delegate Settings page, the Download Logs button now provides comprehensive logs encompassing both Web functionality and Agent functionality.

Bug Fixes

  • Running a Relativity Script step with an errored script will no longer cause the step to always error, even if the pause workflow on error option is set to false.
  • The UTC time displayed in the trigger message now accounts for daylight savings time.
  • Fixed an issue where an Automated Workflow could be in the incorrect state after being stopped manually.
  • Automated Workflows that contain a STR step will now follow the step error behavior when a STR is stopped manually from the Relativity STR page.
  • Fixed an issue where date/time would be formatted incorrectly for some time zones.
  • Fixed an issue displaying validation message for date/time for certain time zones.
  • If the last step of a workflow errors, the status will now correctly show as 'errored' and not 'complete'.
  • Fixed an issue where a user could upload any file type to the Plugins feature.
  • Fixed an issue that would cause intermittent errors on the Client Administration page under certain circumstances.

Minor UI/UX Updates

  • Dropdown lists have been updated in most locations within Automated Workflows to have typeahead-search functionality.
  • The Client dropdown list on the Client Administration tab is now sorted alphabetically.
  • The labels and error messages on the Plugin UI have been updated to enhance clarity.
  • The categories and order of steps in the “Add Step” button have been updated to make the workflow creation process more streamlined.
  • Workflow Run History has been updated to sort by date in descending order, to provide a more intuitive way to track the workflow execution timeline.
  • Font sizes were updated to be more consistent on the workflow page.
User guide changes →