| Feature reference # | Feature name | Feature type | Feature description |
|---|---|---|---|
| Workflow Designer: Workflow Node Coloring | New |
Problem StatementAs workflows grow in size and complexity, it becomes increasingly difficult to understand:
Today, this often requires mouse-hover interactions or deep inspection of node configurations, which slows down reviews, troubleshooting, and collaboration. Key Capabilities1. Default Action ColoringAdministrators can define default visual properties for each Workflow Action:
These defaults apply automatically whenever the action is used in a workflow. 2. Instance-Level Node ColoringWorkflow designers can override default colors for individual workflow action instances directly on the canvas. This enables:
3. Output Color PropagationFor workflow actions with outputs:
This ensures consistent visual traceability across the entire workflow. User Value
Typical Use Cases
|
|
| Workflow Designer: System Workflows, Cloning and Activation | New |
The goal is to:
Problem StatementWorkflow Designer increasingly delivers complex, high-value OOTB workflows (e.g., AI Agents, compliance automations). Today, customers face several challenges:
Key Capabilities1. System Workflows (OOTB)Workflows delivered out-of-the-box are now marked as System Workflows. Characteristics:
Edit Restrictions:
This ensures platform integrity while still enabling expert-level extensibility where required 2. Workflow Cloning (New UUX Action: “Clone”)A new UUX action “Clone” is introduced for workflows. Behavior:
Typical usage:
3. Workflow Activation / Deactivation (UUX Actions)New UUX actions allow administrators to activate or deactivate workflows without opening the Workflow Designer. New actions:
Benefits:
This is particularly valuable for environments with frequent testing, rollout, or temporary suspension of automations. User Value
Typical Use Cases
|
|
| Workflow Designer: Hierarchical Picker | New | The Hierarchical Picker improves accuracy, usability, and scalability when configuring workflow conditions and parameters by introducing a tree-based selection UI for hierarchical data structures such as Categories, Locations, Cost Centers, and Organizational Units. Instead of selecting from long, flat lists, users can now navigate and select values in their natural hierarchical context. Problem StatementIn complex enterprise environments, key reference data (e.g., Categories, Org Units) is inherently hierarchical. Previously, Workflow Designer exposed these values as plain, flat lists, leading to:
This was especially problematic in condition builders and decision logic. Key Capabilities1. Hierarchical Selection UIFor supported attributes, Workflow Designer now provides a hierarchical picker that reflects the actual data structure. Users can:
2. Supported Data TypesThe hierarchical picker is applied consistently across Workflow Designer wherever applicable, including:
This ensures a unified experience across conditions, actions, and parameters. 3. Improved Condition Builder ExperienceWithin the Condition Builder:
This is particularly valuable for complex IF / ELSE logic and compliance-driven workflows. User Value
Typical Use Cases
|
|
| Workflow Designer: Configuration AI Action supports ID as output | New | Workflow Designer now supports ID (GUID) output from Configurable AI actions. When an AI action returns an identifier, this value is exposed as a dedicated output property Result ID, which can be reused in subsequent workflow steps to reliably establish relations or update records. This closes an important gap when AI is used to identify, classify, or resolve entities rather than only returning descriptive text. Problem StatementPreviously, Configurable AI actions were primarily used to return:
However, many real-world automation scenarios require AI to return a reference to an actual system entity (e.g., CI, Service, User, Asset). Without a stable identifier:
Key Capabilities1. Result ID OutputConfigurable AI actions can now return a GUID as part of their output.
2. Native Reuse in Follow-up ActionsThe Result ID output can be directly consumed by subsequent actions, including but not limited to:
This enables clean, deterministic automation chains driven by AI decisions. 3. Seamless Integration with Property PickerThe Result ID appears in the dynamic property picker alongside other workflow outputs, making it easy to:
No additional configuration or scripting is required. User Value
Typical Use Cases
|
|
| Use Workspace Context in UUX | New | ||
| SSP: New Item template for Catalog | Improvement | Maybe introduce new Data Set View, so we can still support new and old style. Apply item template style for new Data Set View Set it default for Catalog (customers can set manually old one in case of customizations made and so on)
|
|
| Show Wizard as Popup as option for Application | New | Configuration: introduce setting for Application in advanced (radio):
Set "Show Wizard as Popup" as default for Self Service Runtime: when activated, all wizard in the application will be opened as Popup
|
|
| Reporting Toolkit: TV Mode with Manual and Automatic Report Switching | New | The Reporting Toolkit now supports an enhanced TV Mode, allowing reports and dashboards to be displayed sequentially on large screens with manual navigation or automatic rotation—ideal for team rooms, NOCs, and management displays. What’s NewManual Navigation
Automatic Report Rotation
Customer Value
Typical Use Cases
|
|
| Reporting Toolkit: Toggle to prevent drilldown for Metric Cards | New | The Reporting Toolkit now provides a configuration toggle to prevent drilldown for Metric Cards. This allows dashboard designers to explicitly control whether a metric card is interactive or display-only, ensuring dashboards behave as intended for different audiences and use cases. Problem StatementMetric Cards are often used to present high-level KPIs or status indicators. In many scenarios, drilldown is either:
Previously, metric cards always supported drilldown behavior, which could lead to:
Key Capabilities1. Drilldown Control ToggleA new “Prevent Drilldown” toggle is available in the Metric Card configuration panel. When enabled:
2. Per-Widget ConfigurationDrilldown behavior can be controlled individually per Metric Card. This allows dashboard designers to:
3. Improved Governance and UX ConsistencyBy explicitly disabling drilldown where appropriate:
User Value
Typical Use Cases
|
|
| Reporting Toolkit: Streamlined Action Bar | New | Show top 3 actions, and hide rest to "more" menu |
|
| Reporting Toolkit: SSRS/SSAS reports are not longer supported | New | Starting with the 26.1 release (April 2026), legacy Microsoft SQL Server Reporting Services (SSRS) and SQL Server Analysis Services (SSAS) integrations will be fully discontinued. This step completes the modernization initiative. What’s changingLegacy SSRS reports will no longer be delivered with the product installer. SSRS/SSAS components will no longer be configured or deployed via the Setup Wizard. That also means that during New Installation in Cloud or OnPrem Matrix42 tools will not deploy SSRS/SSAS anymore. For Updates, no SSRS/SSAS related configurations will be changed. Those customers who have SSRS/SSAS already configured - can continue using and maintaining them at their own risk. All default legacy reports entries will be removed from the user interface, ensuring a clean transition to the new Reporting Toolkit. What's keptSSRS Report Viewer is not yet removed from the product interface. You can still show reports from SSRS/SSAS hosted by your own. We don't remove any reports that were already deployed to SSRS. No custom report entries are removed from User Interface during update. All custom SSRS/SSAS reports will continue working after update to 26.1 release (April 2026) Report to File extension Customers who use Report2File addon that sends SSRS based reports as PDF via Workflow Studio, will be provided with alternative technology called “Document Templates” with 26.1 release. This tool is a native tool owned by Matrix42 and has a similar look to Email Designer. It supports API and Workflow Studio/Workflow Designer integration. What this means for youFull removal of SSRS/SAAS integration capabilities for existing customers is planned with 26.2 (October 2026), and all migration from SSRS custom reports should be finished prior to this. Customers are encouraged to migrate to the modern Reporting Toolkit and Document Designer (in case of Report2File use), which provides a unified, future-proof reporting experience prio 26.2 (October 2026). Any custom SSRS reports and Workflows that use Report2File addon should be re-implemented. |
|
| Reporting Toolkit: Sorting charts by Values | New | The Reporting Toolkit now allows charts to be sorted by values, not only alphabetically, making visualizations clearer, more meaningful, and easier to interpret at a glance. What’s NewFlexible Sorting Options
Clear Configuration
Customer Value
Typical Use Cases
|
|
| Reporting Toolkit: Shared Edit Permissions for Reports and Dashboards | New | The Reporting Toolkit now supports shared edit permissions, enabling teams to collaboratively edit and manage reports and dashboards while maintaining clear access control. What’s NewCollaborative Editing
Flexible Sharing Options
Clear Role Separation
Customer Value
Typical Use Cases
|
|
| Reporting Toolkit: Quick Links to Open Edit Dialogs | New | The Reporting Toolkit now supports Quick Links and Quick Link panels that open edit dialogs directly, allowing users to jump straight from a dashboard to configuration or settings screens without manual navigation. What’s NewOpen Edit Dialog from a Widget
Optional Static Object Selection
Quick Link Panels
Customer Value
Typical Use Cases
|
|
| Reporting Toolkit: Optional Welcome Text per Report | New | The Reporting Toolkit now allows users to hide or show the welcome text on a per-report basis, enabling a cleaner and more focused dashboard experience when explanatory text is no longer required. What’s NewHide Welcome Text
Restore at Any Time
Customer Value
Typical Use Cases
|
|
| Reporting Toolkit: Limited Read-Only Reporting (Available Without Subscription) | New | To ensure continuity and transparency as part of our reporting evolution, we are introducing a limited, read-only version of Reporting Toolkit that remains available without a Reporting subscription. What Customers Get (Without Subscription)Customers without a Reporting subscription will retain visibility into existing reports and dashboards:
This ensures customers do not lose access to reporting data they had before, even as the reporting model evolves. What Is Limited in the Free VersionThe following capabilities require a Reporting subscription and are not available in the limited version:
Full Reporting Capabilities (With Subscription)A Reporting subscription unlocks the complete Reporting Toolkit, including:
Customer Value
|
|
| Reporting Toolkit: Improved visualization of Applied and Requied filters | New | The Reporting Toolkit introduces clearer and more transparent handling of applied and required filters, making reports easier to understand, validate, and use correctly—especially in read-only scenarios. What’s NewRequired Filters Guidance
Customer Value
Works Especially Well With
|
|
| Reporting Toolkit: Dedicated sorting criteria independently from the grouping logic | New | The Reporting Toolkit now allows users to define a dedicated sorting criterion independently from the grouping logic, ensuring charts and dashboards are displayed in a logical, meaningful order. What’s NewIndependent Sorting Configuration
Logical Ordering for Visualizations
Why This MattersPreviously, grouping and sorting were tightly coupled:
With this enhancement:
Customer Value
Typical Use Cases
|
|
| Reordering / Hiding dashboards / reports (Personolization) | New | ||
| Remote Functional Worker | New | Functional Worker fully replaces the Worker, including the case of remote (neither App Server nor Prod cluster) when the Functional Worker fulfill the role of the Data Gateway. To simplify the migration the way Worker Host stays as it is, and support still fulfill the following functions:
But the Worker Application are removed and the only application managed by Worker stays the Functional Worker Dispatcher which is started/stopped by Worker Host Worker Capabilities Each running Functional Worker Dispatcher contributes to the Worker cluster set of capabilities, which determines set of tasks capable been executed on the Worker. Some capabilities are detected and assigned automatically, whereas others can be assigned manually. Customer can create his own capabilities and assigne then Worker |
|
| New Navigation in SSP New Look | Improvement | Configuring Navigation type introduce setting on Application level to chose Navigation Type: Standard and Simple
When Navigation is of type Simple, show in the top of screen.
However, when Simple Navigation of app is in use, Filter Panel with Categories for Catalog must be shown next to items (same for KBs)
|
|
| New look is the only UI | New | Starting with the 26.1 release (April 2026), the Classic Look will be fully removed and no longer supported. This step completes the major user interface modernization initiative that started several releases ago. What’s changing
Why this changeBased on great customer feedback, the New Look has proven to deliver higher quality, improved performance, accessibility, and a modern experience with exclusive new features such as accessibility enhancements, personalization options, and AI-assisted workflows. This change ensures a consistent and future-ready experience for all users. Learn more: Read about the advantages and unique features of the New Look in our article: |
|
| MS Teams app: Take Action on Messages / Conversations | New | This feature enables users to convert a Teams message into an actionable item inside the ESM system. Agents and employees can create new Incidents or Tasks from Teams messages or add comments to existing tickets — ensuring that important information is not lost in conversation threads. Key outcomes:
Supported actions:
|
|
| M42 Assistant shown as Side Panel option | New | Introduce Persononization Menu in User Profile
In the first iteration it integrates AI actions, that will show result of execution, and user will be able to Appy or Deny proposals In second - Live chat will be integrated to Service DEsk In next update CAI will be integrated to it too User may chose between 2 options on how to show assistant: Side Panel (default), Float Over
|
|
| Licensing Expiration Notification | New | ||
| Intune service sync enhancments | New | --that the sync should be not only onetime Sync of Services Intune <-> Service Catalog (Sync Version: (https://ideas.matrix42.com/ideas/SAM-I-274) -> Developer & Owner is complete not imported / snycd (https://ideas.matrix42.com/ideas/SM-I-628) -> Allow to select multiple groups for install and uninstalll (https://matrix42.aha.io/ideas/ideas/SWM-I-75) Customer description: When provisioning the software service request for an Intune managed software the M42 provisioning should support adding or removing users/computers to/from multiple Entra ID groups and not only the "install" and "uninstall" group. There are software products which exclude each other. For example Acrobat Reader and Acrobat Professional. Only one can be installed on a given computer at the same time. So, it would be great if the provisioning workflow of M42 could add a user to for example the install group of Acrobat Professional AND the uninstall group of Acrobat Reader when a user orders the Acrobat Professional service in the M42 service catalog. -- customer Magna need a function for filtering (that not all packages getting imported) for example: only import Packages that the name contains / or the name not contains: AutoPilot (as example) |
|
| Global Search: Deep Linking Support | New | Starting with v26.1, Global Search supports deep linking via URL parameters, allowing users to open the application with a predefined global search query and optional scope—enabling direct navigation to relevant results from external links, bookmarks, notifications, or integrations. What’s NewDeep Linking via URL
Configurable Search Scope
Supported ParametersglobalSearch (JSON object):
URL Pattern<HOST>/wm/app-<AppName>/<LayoutType>/<LayoutID>?globalSearch=<GlobalSearchOptions> ExampleThe following link:
https://wmpreview03.imagoverum.com/wm/app-SelfServicePortal/landing-page/14587d3e-63aa-e611-d99b-bc5ff41a70c0 Customer Value
Typical Use Cases
|
|
| Global Search: AI Search Can Be Activated or Deactivated per Application | Improvement | Administrators can now control the search engine per application, allowing AI Search to be enabled or disabled selectively—while still supporting a global default configuration. What’s NewPer-Application Search Engine Setting
Optional Override with Clear Priority
Consistent Visibility Rules
How It Works (Examples)
Customer Value
Typical Use Cases
|
|
| Full tracking support for SolutionBuilder objects by Configuration Project | New | Improve the Configuration Project automatic detecting and recording relevant changes mechanism to cover any possible modification in Objects which affects the System Configurations. It presumes not only creation of a new Object but also further updates. All changes are recorded to the active Project and could be later manually edited, or if the recorder is disactivated, then all changes can be from scratch added to Configuration Project Automatic Changes RecordingThe following objects need to be tracked (creation and update):
Warning: Not tracked objects
|
|
| File Storage in the Local Cluster | New | Introduce a dedicated container in the Kubernetes cluster that hosts an S3-compatible storage service. The product adds a new File Storage Provider (“S3”), which becomes the default provider after cluster installation. Installed extension artifacts are stored in the S3-compatible storage. |
|
| ESM_Setup container on Linux | New | ESM_Setup container whch handles in jobs all maintenace operations for Container installation, running in Linux container |
|
| Change and Announcments navigations are not shown in Self Service portal by default | Improvement | Disable Change Request Lists and Annoucnment lists navigation items for new installation only in Self Serice Portal |
|
| Activated Dashboard Filters are saved for users (personolized) | New | When using the new dashboards and interactive filters, the filter is removed when you change pages. It would be good if it were possible to save or “fix” the interactive filters in the new dashboards until you change or reset them again. |
|
| 03 Confirm & apply AI actions suggestions and results from Assistant | New | Enable agents to confirm, and directly apply AI-generated recommendations from the Assistant when executing AI Actions Behavior
Value
|