Experlogix Smart Flows 4.29 Release Notes

49809
51266

Feature

Tag-based flow visibility

Introduced Tag Group purposes (Categorization for organizing items and Flow Visibility for controlling flow access in the Flow Execution Panel). Added support for pinning favorite flows and tags in the Flow Execution Panel, along with dedicated tag columns and user profile tagging in Project Console.

51148
51170

Feature

Dataset field picker search and navigation

Enhanced the dataset picker in condition and flow editors with deep search across display and system names, automatic branch expansion, and alphabetical field sorting.

51142

Feature

Embedded Web Form display without Experlogix Documents login

The “Get user input” flow block now includes an option to display Experlogix Documents Web Forms directly inside the Flow Execution Panel without requiring a separate login, allowing users to complete forms in-context during flow runs.

50312
50379

Feature

Automatic Experlogix Documents user invitation

For environments integrated with Experlogix Documents, new users signing in to Smart Flows for the first time via CRM SSO are now invited automatically, with security groups assigned based on their role.

50894

Feature

Bulk user invitation to Experlogix Documents

For projects with an active Experlogix Documents connector, administrators can now invite multiple existing users directly from the Control Panel Users list, with a summary report for invited, skipped, and invalid entries.

50385
50384

Feature

Dynamic form theme selection in Get user input

The “Get user input” flow block now supports dynamic form theming for Experlogix Documents form data sets. Designers can select a static project theme or supply a runtime expression (by theme name or ID) to style forms contextually based on user attributes or business logic.

50224

Feature

Create Sample modal CPQ dropdowns

Added Entity and Record dropdown selectors to the Create Sample window for Experlogix CPQ datasets, replacing manual record ID entry.

49767

Feature

Second-level database caching (L2C)

Smart Flows now caches flows, flow outputs, templates, languages, roles, settings, and tags for improved performance.

49790
49791

Feature

Business Central eInvoicing

Added support for eInvoicing in Microsoft Dynamics 365 Business Central. Flows can now use the “Retrieve UBL data” block to fetch UBL electronic invoice payloads directly from Business Central, making structured invoice data available for document generation and downstream mapping.

49481

Feature

Data ID available as an output of data flow blocks

Data collection and retrieval flow blocks now expose dataId (and anonymousDataId where applicable) as a standard output property. Designers can map this UUID into downstream flow steps or return it in the flow execution response, enabling reliable data retrieval via the Smart Flows API across multi-flow orchestrations..

49688

Improvement

Email autofill on recipient fields

User-editable email address fields across all email flow blocks (SMTP, Salesforce, Dynamics 365 CE, Dynamics 365 F&O, Business Central, and Sugar) now support browser email autofill and autocomplete on To, CC, BCC, From, Sender, and Reply-to fields.

49805

Improvement

Flow condition date and time comparisons

Standardized date, time, and datetime comparisons in the flow condition builder to consistently use “is before” and “is after” operators.

50331

Improvement

Default SharePoint connector resolution

Enhanced SharePoint connector resolution when multiple connectors exist. Flows configured with the default connector now proceed using the valid connection, while adding a warning to the Flow Run Report for any connector that fails to initialize.

50933

Improvement

User-friendly file format labels

Updated Reporting views, document details, and flow execution reports to display clear file format names instead of technical MIME type strings.

51162

Improvement

Warning status for non-2xx HTTP responses

The “HTTP request” flow block now records a warning in the execution report when an external endpoint returns a non-2xx status code, visibly flagging unsuccessful requests without prematurely halting the flow.

49606

Improvement

Asset upload blocking for executable files

Asset creation and editing dialogs now validate file extensions against a project-level blocked list (.exe, .dll, .bat, .sh, .jar, and similar executable formats), preventing unsupported files from being uploaded.

50586

Improvement

Portal document size support

Portal document generation now seamlessly supports large templates and document outputs exceeding 20 MB.

50736

Improvement

Date and time format inheritance

Added an unselected default option to the user profile date and time selectors, ensuring user accounts inherit project-level formatting settings by default.

50390

Improvement

Enhanced XML data rendering and schema processing

Upgraded XML schema parsing and viewer rendering, improving performance, formatting, and tree navigation for complex XML data outputs in flow execution details.

50777

Improvement

Additional PDF attachments without recipients in Docusign

Added support for attaching additional PDF documents to a Docusign envelope without requiring recipient mappings, making them available to all envelope signers.

51552

Fix

CRM fly-out flow execution for first-time users

Resolved user context initialization errors when first-time Smart Flows users execute flows directly from CRM fly-out menus.

49417

Fix

Adobe Acrobat Sign reminder schedules

Resolved an issue where reminder frequencies in the “Send to Adobe Acrobat Sign” flow block were not sent to Adobe Sign, ensuring scheduled recipient reminders are registered properly.

50958

Fix

Composition template occurrence condition evaluation

Fixed an issue where conditional templates in Composition Templates were omitted when evaluating field occurrence rules against Dynamics 365 data.

51058

Fix

Docusign envelope account notification settings

Docusign envelopes now use configured account-level notification settings instead of ignoring them.

51059

Fix

One Span email message content validation

Added automatic HTML sanitization to the “Send to OneSpan” flow block, converting formatted email messages into plain text to satisfy OneSpan API security requirements.

51131

Fix

Experlogix Documents Content Manager time zone compatibility

Added automatic time zone identifier normalization (converting Etc/UTC to UTC) when storing or sharing files in Content Manager.

50819

Fix

Upfront authentication check for Ask Questions First

Flows with “Ask questions first” enabled now verify connector credentials prior to gathering user input, prompting for authentication first if tokens are missing or expired.

50585

Fix

Docusign input field tooltips and initial values

Tooltips and initial values configured on template fields now automatically carry over to Docusign signature and input tabs during envelope generation.

50142

Fix

Text area spacing between mapped variables

Adding spaces between mapped variables in Flow Builder text fields now correctly registers changes, enabling saving and preserving token formatting.

51132

fix

Edit and Approve Document timing in Ask Questions First

Updated “Ask questions first” handling so “Edit document” and “Approve document” steps execute at their designated flow order, deferring user interaction until generated documents are ready.