Archer SaaS Release Notes for 2025

• New & changed Platform features:

  • Record Page.

    • Cross reference Field.

      • The Lookup modal allows users to unselect previously selected records.

      • The Lookup icon is available after reaching the maximum number of selected records.

      • In Multiple Reference Display Control fields, the Lookup modal for single-select cross reference fields uses radio buttons.

    • Archer AI features.

      Archer AI feature is available across all regions except UAE.

      • Record Summary. Generate a summary of the record. For more information see the blog article Record Summary on the Archer Community.

      • Change Summary. Generate concise summaries of changes within a record. For more information see the blog article Change Summary on the Archer Community.

      • AI Assist. Receive assistance from Archer AI to edit your records. For more information see the blog article AI Writing Assist on the Archer Community.

  • Report Page.

    • Sorting a featured metric report in New Experience no longer ignores the applied filter.

    • While editing search criteria, drilling down into charts shows related application fields.

Fixed issues are available on the Product Announcement.

• New & changed Platform features:

  • Record Page.

    • Inline Edit. Enable inline editing to modify one or more fields on calculated cross-references.

    • Download history. Attachment field support viewing download history with user info and overall download count.

    • Cross-reference fields. Lookup dialog for single-record Cross-Reference fields now utilizes radio buttons.

Fixed issues: PDF; XLS

Fixed Issues: PDF; XLS

• New & changed Platform features:

  • Record Page.

    • Single Column view displays unselected parent records as active hyperlinks for easier navigation in Multi-Level Cross References.

    • Users can display Cross Reference lists either as a tree with unselected parents or as a flat list of selected records.

  • Users can export and import audit workpaper data directly from the New UI.

  • The Calculation Error modal displays the related calculation with error, Failed Related Calculation, and the Root Error, enabling easier issue diagnosis.

Fixed issues: PDF; XLS

• New & changed Platform features:

  • Record Page.

    • Hierarchical view of data supported in Single Column display for single and multi-level Cross Reference fields.

    • Making changes to fields on a record will re-acquire the record lock. The record lock will be retained for 15 minutes after the last field change occurred.
      

Fixed issues: PDF; XLS

New & changed Platform features:

• Administration Activity Logs report now tracks all application properties across applications, subforms, and questionnaires.

• Archer Platform now supports Arabic language. You can now access the platform with complete Arabic translations. While the user interface currently does not support right-to-left (RTL) text alignment, this is an important initial step towards offering a localized experience for Arabic users.

• The Archer SCIM service has been enhanced to provide quicker response times for user provisioning, deprovisioning, and group membership updates. This enhancement does not affect your existing SCIM setup or configuration.

• The Next Generation JavaScript Transporter (JST) Data Feed is now available.

• You can now add background colors to section divider widgets in Dashboards, making it easier to visually differentiate between sections.

• Archer SaaS now lets you secure sensitive field data using your own encryption keys, managed in the AWS Key Management Service (KMS) owned by Archer. You can import your key material directly through the Archer interface to encrypt your most critical data.

• Personal Access Tokens (PATs) provide a secure alternative user authentication process to traditional username and password methods. PATs offer unified connectivity through cohesive, automated integrations with the Archer Platform APIs, enabling a structured and methodical architectural approach to optimize and streamline repetitive workflows. PATs provides granular, policy-based access control to system resources while enhancing the security of sensitive data across SaaS integration environments.

• Navigation menus load significantly faster (~97.43%) than previous releases, and users who do not have dashboard or application access under a workspace get an empty-result message.

Fixed issues: PDF; XLS

• New & changed Platform features:

  • Search Page. The Manage Columns sidebar uses all available space to show maximum fields, with or without a sub-form.

Fixed issues: PDF; XLS

• New & changed Platform features:

  • Record Page.

    • New Broadhead refresh-record command allows users to refresh the record.

    • Broadhead Set-Value command supports field types: Attachments, External Links, Images, and IP Address.

  • You can sort the columns directly from the search results page.

  • Report page.

    • You can create and update Mapbox reports.

    • You can create a search criteria and report for Network Graph.

  Fixed issues: PDF; XLS

• New & changed Platform features:

  • Record Page. Sections containing History Log or Change Log fields only are automatically hidden.

  • UI enhancements. Improved section clarity, removed extra grey space, and optimized white space for better content visibility.

  • Reports. Row format displays in a hierarchical view. This is a temporary change until the row format capability is implemented.

• New & changed Platform features:

  • IP Address Field. Supported throughout the New Experience.

• New & changed Platform features:

  • Record Page. Your location is retained on the record after saving changes.

  • New Custom Objects. Broadhead supports displaying uploaded images in an iFrame.

Fixed Issues: PDF; XLS

• New & changed Platform features:

  • Navigation. You can seamlessly move to the NGRX search and reporting from the classic dashboards, when you select New User Experience.

  • New Dashboards

    • You can view and analyze more data at once with wider horizontal space and optimized spacing.

    • You can see more information within each widget.

  • JST Service. You can now choose to use the new JST Service in Archer SaaS through the Archer Instance Manager (AIM). You can enable this from the AIM interface. For more information on this functionality see the blog article Next Gen Java Script Transport (JST) Service in Archer SaaS on the Archer Community. For more information on how to view developer logs, see JavaScript Transporter Data Feed Logs in the Platform Help.

  • Custom widgets for Dashboard. Custom widgets are support for the new Dashboard. Creating Custom Widgets with Broadhead.

• Fixed issues: PDF; XLS

• New & changed Platform features:

  • Record Page.

    • Display Higher Levels. When you use keyword search in Lookup on a Cross-Reference Record, results include hierarchical levels above your current record.

• New & changed Platform features:

  • Inline Editing. You can use inline editing in cross-reference records and related records.

  • Investigate Access. The 'Access' option on the record page has been renamed to 'Check Access' for improved clarity.

  • Lookup Window. The searched keyword is highlighted in results to make identifying matching results.

  • Attachment Review. This feature is available in production environments.

• See 2025.06

• Fixed Issues: PDF; XLS

• See 2025.06

• See 2025.06

• Fixed Issues: PDF; XLS

• New & changed Platform features

  • Support for translated languages in Advanced Workflow (AWF) general and custom nodes. Read more.

  • Microsoft Visual C++ library upgraded to Microsoft Visual C++ 2015-2022 Redistributable (x64) 14.42.34438

  • New Administration Activity Logs report. Read more.The Administration Activity Logs report monitors changes made by administrators, such as creating or deleting fields, updating field properties, and adding or removing fields from layouts in an application. It also tracks changes to field properties, including updates to field names, general information, options, help, and access properties. Administrators need Read access to view this report. To access this report, navigate to the menu and click > Access Control > Access Control Reports.

• Fixed issues: PDF; XLS

• New & changed Platform features:

  • Attachment Review. With proper permissions, you can comment on and annotate PDF and image attachments. For details, see the Archer Community.

  • Investigate Access. From the record page, administrators can determine who has access and what type of access they have to that record.

  • Full-page edit mode persists after saving a record.

    • Field-level edit still returns to view mode.

  • Updated design for AWF Enrollment & Processing Dialog.

    • Moved to the top of the record page.

    • Reverted to classic instruction text.

  • Card/Summary Display type is now shown in Tabular format.

  • Sub-form fields can now be selected in Search Criteria.

  • You can now update and add columns on Tabular data from the Search Results page.

    • Manage Columns is now available on NGRX.

• Fixed issues: see Product Announcement.

• Changed Platform features:

  • You can add records from the search results.

  • You can recalculate fields from a record.

• Fixed issues: see Product Announcement

• Changed Platform features:

  • While viewing a record, you can use leveled cross-references and related information in a grid on the record page.

  • You can filter by columns in the NGRX record Lookup modal for hierarchical applications. Appropriate filters display based on the column's data type.

• Fixed issues: see Product Announcement

See Archer SCIM Service Release Notes.

• Changed Platform feature

  • Bulk update actions. When you turn on bulk update actions, users may change many records at once with the same value right from the Search Results page. Bulk update does not enforce required fields or conditional layout rules. It is not supported for hierarchical results or any leveled application results.

• Fixed issues: see Product Announcement

• New & changed Platform features

  • A modal version of Inline edit available in Search.

  • New Broadhead command for custom objects for the record loading overlay can be shown or hidden.

• Known and fixed issues: PDF; XLS

• Changed Platform feature

  • Users with appropriate access can publish to Engage.

• Known and fixed issues: PDF; XLS

• New & Changed Platform features

  • Custom Objects and Report Objects are supported. For more information, see the Archer Platform Help (2025.04), Creating Custom Objects with Broadhead.

  • Copy and Add New buttons can be hidden.

  • Administrators can specify which field values are copied when users copy a record.

  • Users can use the lookup feature when choosing a Questionnaire target.

  • New cross-references and subforms automatically update the parent record.

• Known and fixed issues:PDF; XLS

See the Product Announcement

• Fixed Issues: PDF; XLS

• New & changed Platform features

  • Reports Listing - Grouping solutions. The Solution column has been optimized to show each report only once, grouping associated solutions in one row for better performance and streamlined user experience.

  • Notifications in Slack. You can now receive Archer notifications in Slack. For more information see, Notifications in Slack in the Platform Help.

  • Search users by email address. Users will now be able to search within a User Groups or Record Permissions field using a user's email address. This makes it easy to identify the right user among users having same name.

  • Action by Email service. The Action by Email service will expand to additional SaaS regions and will soon be available in Australia, Canada, and India regions. For more information on this functionality see the blog article Action By Email Upgrade on the Archer Community.

• Updated use case solutions for 2025.02: Insight 5.0

• Fixed issues: PDF; XLS

• Known and fixed issues: PDF; XLS

• Changed Platform features

  • Search now supports export for reports and charts.

    • Table Export: Supports Excel and CSV formats.

    • Chart Export: WYSIWYG (What-You-See-Is-What-You-Get) PDF format.

  • NGRX now supports keyword search

• Known & fixed issues: PDF; XLS

• Fixed issues: PDF; XLS

See Archer SCIM Service Release Notes.

• Changed features:

  • Record page (NGRX) has been updated now Enable Change logs for AWF Actions.

  • Search page (NGRX) has been updated to display a message on the preview pane if the search criteria does not match the results.

  • Search now supports more charts, including Scatter, Radar, Funnel, and Gauge.

• Known & fixed issues: PDF; XLS

• Fixed issues: PDF

• New & changed features:

  • Copy Record Permission Field Behavior. If there is a default value set (as Record Creator) for the Record permission field, and a person other than the original record creator creates a copy, the copied record will change the Record Permission field value to the default setting. For more information see the blog article Handling Default Values when Copying Record Permission Fields on the Archer Community.

  • Last Updated dates for changes to cross-reference field. When a reference is added or removed through a cross-reference field, the 'last updated' dates for both the referenced record and the record containing the cross-reference field are updated to reflect the change in relationship. Additionally, the 'last updated' date of the referenced record is updated when the record containing the cross-reference field is deleted.

  • Manage Users Roles & Groups tabs with hierarchical group membership. The User Accounts All Report and the Manage User Page properly display roles granted through group membership as well as directly assigned.

  • Internal Mail server. The version of the Archer Mail server component has been upgraded.

  • External Content widget. A new widget type, External Content, is added enabling users to view data from different sources outside of Archer on the dashboard. For more information see, Creating & Managing Widgets in the Platform Help.

  • Running Reference Data Feeds from the Launch Event node of an Advanced Workflow. The 'Run Reference Feeds' option in the Launch Event node properties of an advanced workflow enables you to automatically run the reference data feed after the feed configured in the Launch Event node. For more information, see Building Advanced Workflows: Add a Launch Event Node in the Platform Help.

  • Inactive values displayed in the dropdown of a values list field are unavailable for selection when configuring the values list. For more information, see Managing Values in Values Lists in the Platform Help.

  • Dynamic page header now offers 2 color modes: light and dark. This feature allows clients to customize the interface to suit their branding, especially if they have logos that are dark in color. By switching to a lighter header, the logo will be more clear and visible. Read more.By default, dark mode is enabled. Admins and back-office users have the option to switch the mode through the appearance settings. The icons will adjust automatically to match the selected mode; in dark mode, the icons will switch to lighter versions. Additionally, users are required to upload a logo that complements the header color.

  • Left panel filter & state persistence has been added to the navigation menu to help users quickly find what they're looking for. Users can now search within applications, dashboards, and questionnaires. Read more.The search results will narrow down choices and display a list of matching items, and by adding more characters the filter will narrow down the matches even further. The system starts filtering after typing the first 3 characters, and retains user selection on the left panel during the active session so that refreshing the page does not change their view of the panel.

  • Reports Listing page has been updated to enable filter persistence. This gives the user the option to retain the last search throughout the session. Read more.Previously, when users applied filters to the reports, the filters would be reset upon a page refresh or when the session expired. If the Reports Listing is accessed by the user from an application in the navigation menu, the application filter will override any existing filters.

  • A new capability is added to the Reports Listing page, the Last Viewed option in the column chooser. This option displays the date when the report was last viewed. This provides visibility and insights around engagement with various reports. By Default, the Last viewed checkbox is unchecked. When the last viewed option is enabled, a new column is added to the Reports Listing.

  • Sorting is now available for data gateway fields, both in the Flexible SQL Connector or a custom connector. For instructions on enabling sorting in a custom connector, see Creating a Data Gateway Connector in the Platform Help.

  • Permissions have been implemented on the Notification Sent reports. Read more.Users with read access to the Manage Applications page can view all templates, including admin notifications. Users with read access to the Manage On-Demand Notifications page will only see on-demand notification templates. Users with read access to the Manage Subscription Notifications page will only see subscription notification templates. Users with read access to the Manage SRD Notifications page will only see SRD notification templates. Users with read access to the Manage Admin Notifications page will only see admin notification templates. The admin notification templates cannot be filtered individually from the dropdown menu; this behavior remains unchanged.

• Enhancements added with some of our top 25 Archer Idea requests.

  • Support to retrieve a user’s default email address using the calculated field function USERDEFAULTEMAIL(user_type) is now added. For more information see, System Functions: USERDEFAULTEMAIL Function in the Platform Help.

  • Users can now decide whether to add new values to the values lists or keep it unchanged during import. For more information see, Importing Data: Task 2: Load your data file and select import options in the Platform Help.

  • Archer now allows users to select additional fields to display in findings when auto-generated from the questionnaire. For more information see, Enabling Automatic Generation of Findings for Questionnaires in the Platform Help.

  • Archer platform password reset functionality now includes a two-step verification. The new functionality generates an PIN that must be entered to allow a user to change their password. The PIN is sent to the email address associated with their User Profile. This experience matches the newly released Next Generation Experience and implements several Archer Ideas.

• Software upgrades:

  • The Advanced Workflow component software has been upgraded in this release to address items related to script evaluation and execution errors.

  • The Archer-created TinyMCE plugin only backs up content affected by the TinyMCE upgrade to 7.x. This reduces the number of backup comments being generated.

• Deprecated feature: The Offline Access feature is officially deprecated.

• Missing Help topics. Two Help topics were not mistakenly not included in this Help release: Adding Announcements and Managing Announcements. These are available in later Help releases.

• Fixed issues: PDF; XLS

• Changed feature:

  • Record page (NGRX) has been updated so that you can now export the Change Log entries directly from the Expanded Change Log panel in CSV format up to 10,000 entries in a single file.

• Known & fixed issues: PDF; XLS

• Known & fixed issues: PDF; XLS