What's new in Delegate 3.2

Have a Specific Issue Not Covered in this Guide?

Click on the Support Icon in the lower right hand corner. Please provide as much information as you can about the problem or question you have and one of our Customer Advocates will respond to your request.

Delegate 3.2 Release Notes

Delegate 3.2 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, export the results of a Relativity script when a workflow is run to be sent to an email or downloaded after the workflow is completed, schedule workflows to run monthly, and new webhooks and APIs to integrate your workflows directly into your systems outside of Relativity.

If upgrading directly from Delegate 2.5:

  • You will need to get a license key from the Customer Advocacy team.
  • This release adds support for Relativity Server 2021 and Relativity Server 2022.
  • Relativity 10.3 is supported by this release.

Features

Script Export Step Updated

A new addition to the Run Relativity Script step allows the user to export the results of the script after a workflow has been completed. The format of this file can be chosen in the Script Export Step. After completing the workflow, you can input emails where the export will be sent or access the exported file from the run history.

Run Search Term Report Step Options

Monthly Recurring Workflow

Users can schedule a workflow to run monthly by selecting the new recurring trigger type – monthly.

recurring workflow trigger monthly

Webhook Step

This step allows the user to call out to a custom webhook that can then trigger other work to be done. This can be used to send notifications to external messaging systems such as Slack or Teams as well as start other workflows in other systems or within Delegate.

The Webhook Step issues a post request to a configured URL with some basic information about the workflow in the request body. The provided URL must be HTTPS.

webhook step

API Calls

Users can create API calls to Delegate to start workflows or check on their status. As this feature is advanced in its execution we recommend consulting the available API documentation here or reach out to us at support@milyli.com to help customize any workflows you wish to run with this step.

Bug Fixes

  • Able to run workflows with no steps
    • Run button now disabled if there are no steps

Minor Updates

  • Automated Workflows
    • Updated the order and layout of Steps in the “Add Step” UI
    • Delegate Header added
    • Tab names prepended with "Delegate"
    • Standardized how required fields are labeled (orange bars and red asterisks)
    • Standardized visual look and feel of headers, fonts, etc., on Workflow edit
    • Record History section labels updated to have spaces between words
    • Updated placeholder text for notification emails
    • Prevented workflows from stopping when invalid emails are supplied
  • Client Administration
    • Client Dropdown now has typeahead (to support 100s of Clients in the list)
    • Delegate Header added on administrative pages
    • Tab names prepended with "Delegate"
User guide changes →