Product Release Notes

Applies to: VisualSP

December 12, 2024

  • Added a feature to simplify Walkthrough Core Properties tab
  • Added a feature to rename CSP Override to Trust Script Integration in UI
  • Added a feature to notify Freemium users of existing subscription
  • Bugfix for ensuring auto-activated Subscription Admin/Editors are always able to see the help tab when tab is hidden from End Users
  • Documentation for Security Policy restriction preventing Screenshots in Office Forms

November 21, 2024

  • Added a feature to send the activated username to Clarity as a custom tag
  • Added a feature to support screenshots in the Walkthrough Recorder
  • Added a feature to export content as PDF

November 14, 2024

  • Added a feature to send the activated username to Clarity as a custom tag
  • Added a feature to support Walkthrough Recorder anytime the Browser Extension is present (fixes priority over Managed Solutions)
  • Bugfix for auto-activation of users in Dynamics CRM when using the Managed Solution

October 18, 2024

  • Added a feature to support expand/contract the help panel
  • Added a feature to support pin/unpin the help panel
  • Added several features to simplify the Add Item UI
  • Bugfix for inconsistent naming conventions across content
  • Bugfix for View Analytics in admin menu
  • Bugfix for duplicate help tabs in M365 pages when using sharing links
  • Bugfix for long Subscription Titles causing scrolling in the Help Panel Header
  • Bugfix for Rich HTML media type not properly bounding embedded images
  • Bugfix for failure to load in Power Automate after Microsoft CSP policy change

September 26, 2024

  • Added a feature to update our system-wide UI font to 'Poppins' for brand uniformity
  • Added a feature to allow Subscription Admins to use MS Clarity to see the browser extension version by tag name
  • Upgraded core Angular version to latest compatible version
  • Bugfix for Partner Admin reactivating after switching subscriptions
  • Bugfix for End Users not Auto-Activating in Business Central

September 12, 2024

  • Added a feature to merge Applications and Custom Applications in the UI
  • Added a feature to highlight the "Everywhere" application scope in dropdown lists
  • Added a feature to allow Subscription Admins/Editors to change the application scope of existing items
  • Added a feature to allow the bulk change of App Scopes in the Management Panel
  • Added graceful error handling when a company has an existing free subscription
  • Bugfix for Batch Revert of Modified Help Items
  • Bugfix for Dynamics App Scope
  • Bugfix for Language Translations when English Translation is not supplied
  • Bugfix for Group Names in Custom Applications
  • Bugfix for Walkthrough - Allow Dynamic Selectors Logic

August 22, 2024

  • Bugfix for required fields in the bulk import of users
  • Bugfix for confirmation dialog when deleting a help item

August 15, 2024

  • Added a feature that would unify the UI of Built-In and Custom App Scopes
  • Bugfix for Language Translations of Help Items
  • Bugfix for Freemium Subscription to add support of Custom and Ask Vic App Scopes

August 8, 2024

  • Added a feature that would support AI-driven translations of content metadata (title and body) of supported content types.
  • Migrated all App Scope configuration settings from Look and Feel > Advanced Options to the Applications tab as a sibling of Custom Applications and Ask Vic configurations
  • Renamed the All Applications scope to Everywhere to provide clarity around the supported applications
  • Bugfix for Stop Recording feature of the Walkthrough Recorder

August 1, 2024

  • Added a feature for CSP Overrides to address limitations on host platforms
  • Added a feature to allow Editors to perform a bulk reversion of modified copies of OOB content items back to their original state.
  • Bugfix for OneDrive App Scope
  • Bugfix for the All Items view that was affecting Subscription Editors and App Admins ability to see all items across every application scope

July 18, 2024

  • Added a feature that improves Analytics for Subscription Admins to show qualified ROI views
  • Added a feature that automatically populates a default end date for Autoload content

July 11, 2024

  • Added a new feature that prevents frames and API calls from being run on every page which results in a reduction in network traffic calls and minimizes conflicts with unsupported applications.

June 27, 2024

  • Migrated user related settings to a new 'User Settings' tab in the VisualSP Management Panel

June 13, 2024

  • Removed app scopes that have been disabled due to CSP issues from the platform vendor
  • Removed the deprecated script tag element from the 'Subscription Identifiers' page of the Management Panel

May 30, 2024

  • Added a new feature that allows editors to leverage Stream videos more easily

May 23, 2024

April 26, 2024

  • Launched the Walkthrough Recorder which records your clicks and creates step-by-step walkthroughs based on those clicks.
  • Fixed a bug with autoload items that cross applications.

March 21, 2024

  • Added a checklist in the app with steps for getting started & deployment.
  • Added a fix to make walkthroughs visible on copilot.microsoft.com
  • Added the ability for the help tab to be minimized for end users and/or admins and editors.

March 15, 2024

What's new
  • Fixed an issue preventing the editing of multiple Ask Vic URL rules at the same time.

March 7, 2024

What's new
  • Copilot Dedicated Help Tab & Customizable Guidance: Users navigating to copilot.microsoft.com will see a dedicated help tab, providing immediate, context-sensitive support. Subscription admins now can craft and customize governance guidance along with how-to instructions specifically for Microsoft Copilot users, enabling a tailored support experience that empowers users to confidently leverage the full potential of Microsoft Copilot.

January 11, 2024

What's New
  • Subscription Admins can now deploy the CRM solution without the need to enter the subscription ID in XML.
  • Subscription Admins can now hide all inline help and autoload items until launch day.
  • Subscription Admins can now set the subscription ID in the Dynamics solution without editing the XML.

December 21, 2023

What's New
  • Added an app scope for Power Platform Admin Center.
  • Added additional view / filter shortcut buttons on the Manage all items screen.

December 7, 2023

What's New
  • Fixed bug that prevented VisualSP from replacing the default M365 ? help icon on the suite bar.

November 16, 2023

What's New
  • Fixed bug where the AI generator didn't work for a user with Editor privileges.

September 28, 2023

What's New
  • Major redesign of the Help Editor and Subscription Management pages.

September 14, 2023

What's New
  • Help panel styling modernized.

September 7, 2023

What's New
  • New Feature - Use dynamic tokens to surface your logo automatically in help banners. Learn more.

August 3, 2023

What's New
  • You can now auto-activate through ServiceNow, SalesForce, and HubSpot. Learn more.

May 25, 2023

What's New
  • New Feature - sort users by last access date. Learn more.

May 4, 2023

What's New
  • New Feature - Added new URL Filter 'Does not contain'. Learn more.

April 27, 2023

What's New
  • Bug fix - Copy help item link not working when in a Word document

February 23, 2023

What's New
  • Bug fix - share a link to a doc that opens an office app gets 2 help tabs

January 17, 2023

What's New
  • Bug fix - Editor window flashes open, then closes, in Power Apps
  • Bug fix - SharePoint 2023 and 2016 lost the Document library scope

December 22, 2022

What's New
  • Bug fix - Deleting first step of walkthrough breaks editor

December 8, 2022

What's New
  • Reduced cache times to improve user experience when saving items
  • Bug fix - VisualSP tab not displaying in Dynamics 365 managed solution

November 11, 2022

What's New
  • New Feature - Main Panel Advanced Properties for advanced configuration of UI elements in the VisualSP Help Panel. Learn more.

November 10, 2022

What's New

November 3, 2022

What's New
  • Bug fix - 'All Export' of Analytics data sometimes shows as disabled

November 1, 2022

What's New
  • Bug fix - Performance issue when many inline help items loaded

October 27, 2022

What's New
  • Bug fix - Replacing the M365 Help icon fix
  • Removed support for Internet Explorer to align ourselves with Microsoft's IE end of life

October 13, 2022

What's New
  • Bug fix - Invalid HTML element ID breaks element selector
  • Bug fix - Open up editors for look and feel to system subscriptions

September 22, 2022

What's New
  • Bug fix - Walkthrough builder full view causes menu items to overlap
  • Bug fix - Walkthrough advances but previous step doesn't close
  • Bug fix - Stylesheet doesn't load properly when going to classic list view page from web part page
  • Change the default start date for auto-show items to today's date
  • Bug fix - default CSS naming convention was in conflict with a 3rd party tool that caused it to loop

September 15, 2022

What's New
  • Bug fix - URL filter not working when in iFrame.

September 8, 2022

What's New
  • Bug fix - Viewing a help item from the tab in the management dialog closes the dialog.

September 5, 2022

What's New
  • VisualSP now supports using inline help and walkthroughs in an iFrame. Learn more.

August 25, 2022

What's New
  • Bug fix - Editor window closes when inline icon is clicked
  • Bug fix - Help item management panel immediately closes when opening after closing a viewed help item
  • Bug fix - Help panel isn't refreshed when editing in power apps

July 28, 2022

What's New
  • Bug fix  - Outlook Walkthrough bug

July 21, 2022

What's New
  • Additional filtering options in Dynamics 365. Learn more
  • Bug fix - 3rd party application would error when VisualSP is activated

June 30, 2022

What's New
  • VisualSP is now using a Content Delivery Network. Learn more

June 23, 2022

What's New
  • You can now change the default walkthrough bubble design at the subscription level. Learn more
  • Bug fix - Editor sees error when he goes to the Analytics page
  • Bug fix – ‘Hide bubble arrow’ event doesn’t work
  • Bug fix – Walkthrough Help Items require English translation before save
  • Bug fix – Events not updated when adding a new step

June 13, 2022

What's New
  • The walkthrough builder now has a toggle to hide the step count. Learn more

June 9, 2022

What's New
  • Bug fix - Can't edit walkthrough if it's attached to an inline help
  • Bug fix - Editor window and banner don't span across entire page when created in accessdenied.aspx
June 6, 2022 What's New
  • Walkthrough bubble design updated with a modern style

May 17, 2022

What's New
  • Updated tab remove text in Teams
  • Rework scroll logic for walkthrough element
  • Fixed console error when hitting the site contents page
  • Bug fix - Console error when hitting the site contents page

April 28, 2022

What's New
  • Bug fix - Element Selector is picking existing inline help item instead of the parent
  • Bug fix - Latency in displaying BLOB Help items

April 21, 2022

What's New
  • Bug fix - Analytics 'Clicks by Help Item' count discrepancy

April 14, 2022

What's New
  • Bug fix - Banner with a link to a Rich HTML help item doesn't open after the first time
  • New filter by browser option. Learn more
  • Improved error message output for webpart
  • Added toggle to banner configuration to keep auto-load functionality active
  • Changed the default location of the banner to the bottom
  • Updated cache configuration numbers

April 7, 2022

What's New
  • Bug fix - Help tab no longer appearing in People or To-Do

March 24, 2022

What's New
  • Bug fix - Default Tab Text displays for Ask Vic URL instead of customer tab text

March 17, 2022

What's New
  • Add FindTime to the Calendar app scope
  • Move the Ask Vic settings section from Subscriptions to Applications page
  • Change the default to On for the Block or Enable URLs toggle in the Ask Vic settings
  • Updated cache settings for saved subscriptions
  • Bug fix - Help item from parent doesn't show in child subscription

March 10, 2022

What's New
  • Bug fix - Help tab isn't appearing in SP Lists

March 2, 2022

What's New

February 24, 2022

What's New
  • Added Partner Subscription support. Learn more
  • Removed tooltip from M365 VisualSP help icon in suite bar

February 20, 2022

What's New
  • Bug fix - System generated walkthrough unable to start for unlicensed user

February 15, 2022

What's New
  • Bug fix - Multipage walkthrough won't display a step on the next page
  • Bug fix - Help tab doesn't show up for Power Apps GCC

January 24, 2022

What's New
  • Include / Exclude URLs for Ask Vic.
  • Ask Vic available as an Edge extension.
  • Ask Vic available as a Firefox extension.
  • Decreased SearchTerms field size to avoid issue with index
  • Fixed shared links in VisualSP webpart

January 11, 2022

What's New
  • Ask Vic Chrome extension, our everywhere application, now available.
  • Changed analytics date range to show 3 years of historical data
  • Bug fix - Select element in walkthrough builder doesn't work in Outlook scope

December 17, 2021

What's New
  • Bug fix - Update webpart to handle replacing "+" with space

December 2, 2021

What's New
  • VisualSP now works in WebContractor
  • Bug fix - LastModified/LastModifiedBy not set when doing a bulk publish

November 26, 2021

What's New
  • Bug fix - can't save help items with term sets

November 23, 2021

What's New
  • You can now configure the extension to replace the Dynamics 365 '?' icon with your own custom icon that will open VisualSP instead of the default help content.
  • Bug fix - Autoactivation not working in Outlook scope

October 28, 2021

What's New
  • VisualSP now works in Hubspot

October 1, 2021

What's New
  • Help tab will display a move icon when you hover over it
  • Bug Fix - show the corresponding foreign language group name associated with a foreign language help item in the help gallery csv file

September 13, 2021

What's New
  • Banners can be triggered by an inline help icon. Learn more
  • Bug fix - "Remove icon after view" doesn't work in Outlook scope
  • Bug fix - Adding a border or highlight only works when adding a delay

September 2, 2021

What's New
  • Make inline help icons visible when trying to place a new icon

August 20, 2021

What's New
  • Resolved conflict with SPARK Forms Builder

August 10, 2021

What's New
  • Bug fix - Help items were showing up in wrong scope
  • Bug fix - Analytics table counts were showing page count instead of cumulative count

July 28, 2021

What's New
  • Bug fix - Clicking the trash can in the help panel doesn't clear the cache

July 26, 2021

What's New
  • Bug fix - Power Automate hook changed so VSP tab stopped showing up

July 22, 2021

What's New
  • Added text to Manage My Subscription page with link to new web part
  • Bug fix: Help items in gallery were missing the share icon

July 19, 2021

What's New
  • Bug fix - Walkthrough Help selector button links to a blank page

July 15, 2021

What's New
  • Bug fix - draft help items do not show the 'draft' label when they are Spotlighted
  • Added app scope notification to top of editor window
  • Bug fix - 'Show in new window' can't be toggled off for call-to-action event

July 2, 2021

What's New
  • Bug fix - error saving modified Help item if original help item deleted
  • Bug fix - existing groups duplicated on import
  • Bug fix - anonymous users not seeing help items

June 29, 2021

What's New
  • Bug fix - draft items show up for end users

June 28, 2021

What's New
  • Increased size of Help Item Group Description field to 1024 characters. size of Help Item Group Description field to 1024 characters.

June 25, 2021

What's New
  • Bug fix - When creating a help item, group name doesn't get saved
  • Added a Revert Group option to the help item group management page

June 23, 2021

What's New

June 16, 2021

What's New
  • Allow dynamic selectors when building a walkthrough. Learn more
  • Bug fix - Creating a permission group through the Teams interface throws an error

June 10, 2021

  • Bug fix - when help items are clicked on from the help item gallery, they don't appear

June 3, 2021

What's New
  • Make an inline help icon or button pulse, then disappear. Learn more
  • Bug fix - in Teams desktop, clicking a PDF help item would open a blank screen and download the file
  • Performance improvements with search
  • Bug fix - custom group names loose their association with custom help items

May 29, 2021

What's New
  • Bug fix - Dynamics was removing CSS from help items
  • Bug fix - 'draft' icon doesn't appear when a help item is un-published through the Teams browser app

May 24, 2021

What's New
  • Bug fix: Installation wizard errors when installing

May 19, 2021

What's New
  • Tag your help items with custom metadata using the VisualSP Term Store. Learn more
  • Bug fix - When the Help editor screen is maximized and the Show CTA toggle is selected, unable to interact with manage button fields
  • Bug fix - Some video help items wouldn't display when launched from the Help gallery
  • Bug fix - Unable to sort help items from A to Z, or by modified date
  • Bug fix - Error when uploading JSON files
  • Bug fix: Saving a new help item without assigning a term throws an error
  • Bug fix - Term tag isn't copied over when Help item is created or copied as new
  • Bug fix - SPFx Web Part. Issues with search query that included numbers
  • Bug fix - Preview button doesn't show changes
  • Bug fix - The Revert to Original button causes an error message
  • Bug fix - The Terms Set is disappearing from the list of term sets after being added to a new help item
  • Bug fix - Deleted term remains in term list
  • Change Editor profile so that they can't delete terms or term sets

April 22, 2021

What's New
  • Bug fix - unable to scroll through Groups before saving a walkthrough
  • Bug fix - background color of a template didn't come across when creating a banner from a template
  • Bug fix - Rich HTML content of a help item didn't display when previewed
  • Bug fix - when giving a template a negative 'Position in group' attribute, re-orders the group to be the first tab
  • Bug fix - the Save button is always active on certain Rich HTML help items

April 15, 2021

What's New
  • Bug fix - creating a new Application Group throws an error
  • Updated text for Show Next Button
  • Suppressed Help tab from page print
  • Bug fix - Rich HTML Help items were unable to load on iPhones
  • Bug fix - previously viewed icon doesn't display in Teams desktop app

April 8, 2021

What's New
  • Changed the description under the 'Autoshow on load' field

April 2, 2021

What's New
  • You can now disable the Help tab from flashing when a new help item is added. Learn more

April 1, 2021

What's New
  • Bug fix - Last Viewed icon wasn't appearing in the Help Items gallery after a help item was viewed
  • Bug fix - no tool tip appears when the tab text is set to default
  • Changed Viva support to only show the tab in the desktop app to avoid the double tab issue
  • Bug fix - error appears in the main panel if no help items are available

March 26, 2021

What's New
  • The VisualSP Teams app now supports Viva Connections.

March 20, 2021

What's New
  • The Call-to-Action button configuration has been moved to the Core Properties section of the Editor window. This makes the call-to-action configuration workflow more intuitive. Learn more
  • Inline help icons can be configured to display as a button. Learn more
  • Added Preview from Here button to walkthrough
  • Tooltip help added to Reset button
  • Bug fix - editor window would flash open when previewing a help item
  • Increase hover time before drawer opens
  • Remove walkthrough and banner templates when context is Teams
  • Bug fix - message that an item is saved successfully is blank
  • Limit characters in CTA button to 20 character; add text below field to that affect
  • Bug fix - no help items were being displayed in the dropdown for the Open Help Item activity

February 26, 2021

What's New
  • New Help Item template gallery is now available. Learn more

January 28, 2021

What's New
  • VisualSP now supports the gov.flow app scope
  • Bug fix - memory leak that was occurring when viewing the dynamics site with multiple inline help icons
  • Bug fix - Help items are not displayed in different languages

January 7, 2021

What's New
  • Analytics now displays a column with the date a search term or help item was last viewed. Learn more
  • Last Viewed/Searched column added to analytics

December 28, 2020

What's New
  • Add a Call to Action link in a Banner. Learn more

December 21, 2020

What's New
  • Bug fix - auto-activation not working in Dynamics, M365 Home page, SharePoint home page, Teams web app, Yammer, Office Admin center, Outlook, Stream, Power Apps, Planner, Project, Delve, Security, and Compliance

November 17, 2020

What's New
  • There is now a toggle to expand the Help gallery view
  • Bug fix – Help item gallery wasn’t displaying content when page is set to display anything less than 50 items per page
  • Bug fix - Forms scope changed so Forms content wasn't showing

November 12, 2020

What's New
  • VisualSP Editors can now Spotlight a help item to make it appear at the top of the Help panel for ultimate exposure. Learn more
  • VisualSP Editors can now edit help items from within the Help Item Gallery in scopes in which they have been assigned Edit privileges
  • The search results page now has a button so that users can easily leave feedback if they can't find the Help they were looking for

November 5, 2020

What's New
  • You can now add a feedback form as a help item. Learn more

October 29, 2020

What's New
  • View ROI numbers on the Analytics page in UK pounds
  • App scope column added to search analytics screen
  • Teams mobile view will open help items in new window

October 8, 2020

What's New
  •  The Analytics page now displays ROI numbers
  • The banner help template now has a pallet of colors to choose from
  • Bug fix - help items didn't change between communications home page and doc library
  • Updated mobile view for Teams

September 21, 2020

What's New
  • Added a button to 'Add a help item' directly from within the Teams app
  • New application scope for MS Lists

September 4, 2020

What's New
  • Added new application scope for Project

August 6, 2020

What's New
  • Bug fix - Closing the Editor window will prompt you to save your help item
  • Bug fix - VSP tab not appearing when user opens a PowerApp

July 23, 2020

What's New
  • Added CSS styling feature to Subscription Management page

June 25, 2020

What's New
  • Bug fix - ability to insert help item link in Teams
  • Bug fix - Group names were not sticking

June 11, 2020

What's New
  • Added a toggle on the Manage All Help Items page to switch between Admin and end-user views

May 28, 2020

What's New
  • Removed 'SharePoint Online Newsfeed' and 'StaffHub' application scopes
  • Removed 'Media Type' column from Help item gallery
  • Changed help icon automatically to match media type
  • Removed 'Windows Media Player' from Media Type

May 18, 2020

What's New
  • Bug fix - Can't see click data for Activated users
  • Bug fix - Disabled application tabs still show in application drop-down

May 14, 2020

What's New
  • Added functionality to Bulk Hide or Disable the VisualSP tab
  • Bug fix - CTA not working in Salesforce
  • Moved Banner 'X' so it isn't partially hidden on some pages
  • Show a message if the user is about to lose work if they navigate away

May 5, 2020

What's New
  • Help items can now be shown as a banner
  • Help items can be unpublished in bulk. Learn more
  • Bug fix - inline help and help items in VSP tab not working in Teams channel tab
  • Display message to save work

April 30, 2020

What's New
  • Bug fix - draft help items appear in Teams
  • Renamed O365 to Microsoft 365

March 27, 2020

What's New
  • Added support for additional languages
  • Bug fix - a help item couldn't be deleted from the Help items gallery

March 19,2020

What's New
  • Auto Show On Load can now be configured to show multiple times. Learn more
  • Removed walkthrough numbering when a single step
  • Added an advanced section on the Manage Subscription page, under the Look and Feel section, to allow admins to create custom tab text for each application

March 12, 2020

What's New
Updated on December 12, 2024

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