Experlogix Smart Flows 4.27 Release Notes

48833

Feature

Fillable PDF Templates

Create PDFs with interactive form fields that recipients can complete digitally, improving data accuracy and speeding up PDF form workflows. (Requires Experlogix Documents connector).

Smart Flows Data Set Publishing for Fillable PDFs

Publish data sets from Smart Flows to Experlogix Documents, enabling fillable PDF templates to be pre-populated with accurate, up-to-date data for recipients (Requires Experlogix Documents connector).

Sample Publishing from Smart Flows to Experlogix Documents

Create a sample for a data set in Smart Flows and publish it to Experlogix Documents as a reusable sample for the associated data set, making it available during fillable PDF template design. For more information, see Fillable PDF Templates.

48831

Feature

OAuth Authentication Support for SMTP Connectors

Support for OAuth authentication on SMTP connectors - Experlogix Smart Flows now supports OAuth authentication for SMTP mail server connectors. We recommend reconfiguring your SMTP connectors to use OAuth rather than basic authentication.

48770

Feature

Peppol BIS Billing 3.0 Support for eInvoice Conversion

The Convert to eInvoice flow block now supports the Peppol BIS Billing 3.0 standard, allowing generation of Peppol-compliant eInvoices with or without an embedded human-readable document.

47928

Feature

Store Document with Metadata Description

Experlogix Smart Flows now supports automatic metadata population when storing documents in Experlogix Documents Content Manager. This enhancement enables metadata to be derived directly from data collected earlier in the flow, ensuring documents are enriched and contextualized the moment they are storedwithout any manual intervention.

48489

Feature

Reporting Optimizations

Experlogix Smart Flows introduces a major foundational upgrade to reporting and analytics. This release delivers a new, dedicated reporting data model designed to provide deeper insight into adoption, usage, and document volume consumption across users, flows, and templates. All reporting capabilities are available through API endpoints, enabling seamless integration with BI tools and external reporting systems. A native reporting user interface will follow in a future release

48064

Feature

Reference a Microsoft Dynamics 365 Finance & Operations record in a Retrieve UBL data flow block

Flow designers now have the capability of referencing a Microsoft Dynamics 365 F&O record as the source of a Retrieve UBL data flow block, thus allowing to fetch data in a UBL-compliant XML form from Microsoft Dynamics 365 F&O. This feature contributes to end-to-end e-Invoicing flow configuration for Microsoft Dynamics 365 Finance and Operations.

50416

Fix

Error when creating data via an Xpertdoc Portal Smart Forms data set

When creating data associated with an Xpertdoc Smart Form data set, flow executions would fail throwing an error of type "Could not find root element". The issue has been fixed and now Smart Form data sets do not cause flow executions to fail anymore. Note: We would like to recommend customers using the Xpertdoc Portal connector considering Experlogix Documents form data sets instead.

49781

Improvement

Self-serviceability for Microsoft Dynamics 365 BC Connectors

Setting up the Microsoft Dynamics 365 Business Central connector required pre-configuration of a Cloud Connect account, organization and integration by Experlogix..

The connector configuration setup has been simplified and made fully self-serviceable for administrators to configure independently.

48476

Improvement

Controlled flow deletion with active executions

When deleting a flow from the Project Console, administrators are now prompted to either keep or cancel ongoing executions, provided flow execution snapshots are enabled. This gives explicit control over running executions and prevents unintended disruption when removing flows.

N/A

Improvement

MCP

Experlogix Smart Flows now includes a Model Context Protocol (MCP) server, available in Preview for Microsoft Copilot Studio. This integration allows Copilot agents to discover Smart Flows, understand required inputs, trigger executions, and retrieve generated documents. It creates a seamless connection between conversational AI and governed document automation, enabling users to run structured processes through natural language interactions. All executions initiated through the MCP server follow existing Smart Flows security, permissions, and auditing frameworks. Together, these capabilities unlock new scenarios for agent‑driven document generation and workflow automation within Microsoft Copilot Studio.

N/A

Improvement

Security updates for Salesforce integration

Starting with version 4.27.2, several security enhancements are available for Salesforce connectors. These include enforced Proof Key for Code Exchange (PKCE) and Refresh Token Rotation, as well as optimized Idle Refresh Token TTL and enhanced Refresh Token IP Range Allow Listing.

N/A

Improvement

SharePoint Connector Update

Patched Entra ID authentication (v4.27.3) for Microsoft SharePoint connectors to accommodate changes in Entra ID header formatting.