Release Notes 2.40 – MSPbots.ai

Release date - July 14, 2025

What's in this release:

Optimized Outgoing Mail
Function to Add All and Remove All Fields in the Field Chooser
Grid Widgets Display '0' When No Data Is Filtered
Filter Out Inactive or Outdated Clients from the Client Mapping by Default
Measure and Dimension Selections in the Query Panel Sync with the Option Panel

Optimized Outgoing Mail

Optimized verification process for Outgoing Mail

We optimized the verification process for Outgoing Mail in the System, including the use of Basic Authentication and OAuth2. Ensure the successful setup of your mailbox as the outgoing mailbox for MSPbots by sending a verification email.

oauth 2.0_Authorization Required.jpg basic auth_verification email.jpg

oauth 2.0_verify.jpg

New Default Mailbox

You can also set the verified email address as the Default Mailbox.

oauth 2.0_set as default.jpg

When you successfully set only one outgoing mail, the email address becomes the Default Mailbox by default.
When you set the From email address for scheduled reports or bots, you can choose the Default Mailbox as the sending address.

Delete the mailbox

If the mailbox to be deleted is used in schedules or bots, the deletion page lists these assets.

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Function to Add All and Remove All Fields in the Field Chooser

Release 2.40 introduces an easy, more efficient way to add or remove fields when creating widgets. The Field Chooser now has a function to Add All and Remove All fields when adding the dataset fields that will be queried.

Add All

When no selected fields are currently selected, selecting Add All will add all fields, excluding data point fields
When some fields are selected, clicking Add all will remove the currently selected fields and add all fields, excluding data points

Remove All

Selecting Remove All will clear all fields currently selected in the Field Chooser panel and add all fields, excluding data points

These functions are available in the New Widget Builder.

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Grid Widgets Display '0' When No Data Is Filtered

Currently, if no data is filtered from the datasets, widgets display the message No Data. With Release 2.40, users now have the option to display this message or show zero (0) in grid widgets by activating the Display 0 When No Data Available switch.

The Display 0 When No Data switch is OFF by default and affects both the on-screen display and exported data from reports and dashboards.

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Filter Out Inactive or Outdated Clients from the Client Mapping by Default

Currently, users filter inactive clients in the Automated Client Mapping function to map only active clients. In Release 2.40, filtering out inactive and outdated clients is already automatic for Autotask, ConnectWise, Halo PSA, and Kaseya BMS. It is the default filter setting, which can be modified by adjusting the filter conditions.

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Measure and Dimension Selections in the Query Panel Sync with the Option Panel

Previously, when creating widgets using the New Widget Builder, the dropdown lists in the Option Panel displayed outdated or irrelevant fields that did not match the current configuration in the Query Panel.

After Release 2.40, updates made in the Query panel are reflected in the Option panel, ensuring that the selected Dimension or Measure in the Option panel remains valid and relevant. The following actions trigger a validation and potential update of the option panel:

Adding or deleting a Dimension or Measure in the Query panel
Switching or adding query sources
Reordering fields in the Query panel (if applicable)

Note that the first selections for Measure and Dimension are automatically reflected in the widget's Design settings. However, additional selections for both must be manually added to the Measure and Dimension settings under Options > Design.

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