M42 Pro Self-Service 26.2.0 Release Notes
M42 Pro Self-Service 26.2.0 Release Notes
Executive Summary
Release 26.2 puts Neo Agentic Assistant for Employees front and center in Pro Self-Service search, giving end users a conversational way to find answers without leaving the search experience. Guided Offerings enables organizations to package multiple service offerings into a single guided experience. Instead of submitting many separate requests, users can complete larger processes, such as new employee onboarding, through one guided workflow. A new In-Form views let forms to show existing data directly from published list views either in data card selection or read-only modes. Expanded form export and import coverage, now spanning nearly every form field type in General Forms, makes moving configuration between environments significantly less manual. Together with a renewed search experience, Recent Searches, and a refreshed Homepage, Catalog, and Knowledge Base, this release focuses on reducing friction for both end users and administrators.
Important Information
Releases are cumulative. The latest release includes the content of all previous releases in the same major version.
Starting with this release, the version numbering format changed from 2026.2.0 to 26.2.0.
Summary of 26.2 Releases
| Release | Summary |
|---|---|
| 26.2.0 | Introduces Neo Agentic Assistant for Employees through the search, Guided Offerings, a new List View form field, expanded form export/import coverage, and a renewed search and visual experience. |
Features
| ID | Item | Release Notes | Released in Version |
|---|---|---|---|
| 545520 | Guided Offerings | Guided Offerings, a new step-by-step request experience, was delivered end-to-end: administrators can create, edit, and manage Guided Offerings — including step configuration (1–10 steps, published or unpublished forms) — from a dedicated admin area, and control access to them per Access Group. On the portal side, users navigate a Guided Offering step by step with a review confirmation step before submitting, and the resulting request can be tracked as a single case in My Cases. Guided Offerings are discoverable via the homepage, portal search, and panels, respecting each user's access rights throughout. | 26.2.0.1 |
| 555240 | List View form field (selectable) | A new List View form field lets general and catalog forms surface, and optionally select, existing data cards directly from a form. Administrators configure and publish a list view which data cards are selectable; end users pick values via a modal view of the underlying list, with support for multiple templates shown as tabs. | 26.2.0.1 |
| 555240 | List View form field (read-only) | List View form fields are now split by purpose: list views (read only) elements is used purely to display related data cards as read only — keeping the two use cases distinct in both configuration and behavior. | 26.2.0.1 |
| 547395 | Form export / import | Form export and import now cover every field type used in General forms — dropdowns, checkboxes, and multi-select fields with reference, custom, or static value sources; text blocks and section titles; file attachments; regex validation; submission methods; and both List View field variants — on top of the text, date, and date-time fields already supported. Administrators can move a forms between environments via the General Forms list export/import buttons and expect its full list of form fields. More information in admin manual. | 26.2.0.1 |
| 590759 | Neo Agentic Assistant for Employees | Neo Agentic Assistant for Employees can now be embedded as a masthead directly in Pro Self-Service search: administrators enable it under Chat settings, and once on, clicking search shows an Neo banner that opens a dedicated chat page pre-filled with the user's query, with full search results still one click away. | 26.2.0.1 |
| 586732 | Renewed search and Recent Searches | Search was renewed with a centralized search view that opens as a modal from the header, with a "Search…" placeholder and restyled quick results. Search now also surfaces each user's 5 most recent queries by default, unified together with recent chat conversations in a single "Recents" list in the search suggestions panel; administrators can turn Recent Searches off under Search Settings. | 26.2.0.1 |
| 587876 | Homepage refresh | The homepage was refreshed: the Active Cases widget (renamed from Open Cases) is now centered above the page content, always visible, and shows each case as a card; Useful Links below it were restyled as tiles. The banner image was also resized (270px desktop / 160px mobile), with admin pages updated to show the new recommended image sizes. | 26.2.0.1 |
Improvements
| ID | Item | Release Notes | Released in Version |
|---|---|---|---|
| 572032 | Updated Orders toggle label and help text | Updated the label and help text of the Orders toggle for clarity. | 26.2.0.1 |
| 579234 | Unified page title styling | Improved page titles across Pro Self-Service to be visually more consistent. | 26.2.0.1 |
| 579666 | Removed icon from My Cases list for accessibility | Removed an icon from the My Cases list view to improve accessibility. | 26.2.0.1 |
| 579726 | Improved mobile form submission buttons | On mobile, the Cancel, Add to cart, and Submit buttons on forms and catalog forms are now always stacked vertically in that order, and their icons were updated for consistency. | 26.2.0.1 |
| 599354 | Catalog and Knowledge base visual polish | Applied visual refinements to the Catalog and Knowledge base pages, including consistent image framing, updated font weights, and an improved mobile layout for catalog items. | 26.2.0.1 |
Bug Fixes
| ID | Item | Release Notes | Released in Version |
|---|---|---|---|
| CP-11060 | Closed tickets view didn't respect the configured date/time format | Fixed an issue where the date and time shown in the closed tickets view didn't follow the configured output pattern used elsewhere in Pro Self-Service. | 26.2.0.1 |
| CP-11061 | Portal links to pop-ups/modals didn't work on mobile | Fixed an issue where links intended to open pop-ups or modals in the portal didn't work correctly on mobile devices. | 26.2.0.1 |
| MXC00037 | Inconsistent German Localizations in approval section | Fixed German language terms in approval area | 26.2.0.1 |
| MXC00049 / MXC00181 | Quick filter in "My Cases" works wrong for "Closed" tickets view | Fixed, filtering works with capital and small letters. | 26.2.0.1 |
| 581098 | Missing back button on closed cases (mobile) | Fixed an issue on mobile where the back button was missing from the case presentation of a closed case, making it harder to navigate back to the case list. | 26.2.0.1 |
| 582032 | Buttons showed an unintended hover state on mobile (cart/checkout) | Fixed an issue where buttons in the cart and checkout flow displayed a hover state on mobile devices, where hover isn't applicable. | 26.2.0.1 |
| CP-11107 | Catalog search indexing no longer requires a root-level WebAPI account | Improved search indexing so that catalog items are indexed correctly without requiring the WebAPI service account to have root-level privileges, using scoped, request-only elevation instead. | 26.2.0.1 |
| 584734 | Case presentation Details and Links tabs stayed empty on Safari until the browser was resized | Fixed an issue on Safari where the Details and Links tabs of a case presentation appeared empty until the browser window was resized. | 26.2.0.1 |
| MXC00039 | Knowledge base didn't fully update when switching language | Fixed an issue where switching the display language on the Knowledge base didn't fully refresh the page — the breadcrumb and some content kept showing the previous language until a manual refresh. | 26.2.0.1 |
| 586035 | Empty state on the Closed cases list wasn't fully visible | Fixed a display issue where the empty state shown on the Closed cases list (when a user has no closed cases) wasn't fully visible. | 26.2.0.1 |
| 587694 | List View tooltip didn't wrap long words | Fixed an issue where long words in a List View tooltip weren't wrapped correctly. | 26.2.0.1 |
| 587780 | Incorrect title icon on the Forms page | Fixed an incorrect icon shown next to the title on the Forms page. | 26.2.0.1 |
| 587884 | "Default" incorrectly appeared as a selectable submission method | Fixed an issue in General Settings where "Default" appeared as a selectable option in the submission method dropdown; it has been removed from the list of valid choices. | 26.2.0.1 |
| MXC00067 | Uploading a file didn't trigger a status change | Fixed an issue where uploading a file did not trigger the expected status change. | 26.2.0.1 |
| 599928 | Search returned broken results for queries containing question marks | Fixed an issue where search queries containing question marks (e.g. trailing "?" characters) produced broken or incorrect results. | 26.2.0.1 |
| 600993 | Footer misaligned on mobile search | Fixed a footer misalignment issue on mobile search. | 26.2.0.1 |
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