M42 Pro Service Management Platform 26.2
M42 Pro Service Management Platform 26.2
Executive Summary
- Pro ESM's AI capabilities take a major step forward: M42 Intelligence's agentic AI assistant serves users in a built-in conversational interface. AI can assist users with their daily tasks by finding related critical information beyond the current data card context, helping with their work, and even making changes to records.
- Every AI-driven create or update in the UI goes through a human-in-the-loop approval prompt, so agents and admins keep control over what AI changes on their behalf.
- Agentic AI can enrich your AI-powered workflows with relevant business context; existing AI Actions can be configured to take care of repetitive tasks, and now they allow agentic behavior for gathering information, while making sure that responses are collected to the right place.
- List-view bulk multi-edit, copying, and duplication of data cards is now generally available in Agent UI, making large-scale updates faster across more scenarios.
- Continued improving platform quality, with over 55 fixes spanning Agent UI dashboards, email handling, search reliability, and localization.
Technical Summary
- M42 Intelligence introduces a new conversational interface, where users can ask AI to find, create, or edit information.
- Existing AI Actions can be used in the conversational interface, or as part of workflows, and can be configured with agentic context permissions
- UI usage allows AI to read and write data. Data writing always requires human approval
- Usage in automations is also possible with agentic Actions to enrich context beyond a single data card, while making sure that AI cannot make edits to anything that is not separately allowed in the workflow configuration.
- ESM's MCP server is introduced with Create, Read, and Update tools, each behind its own OAuth scope, with admin controls (excluded templates/attributes, an overall on/off control, default creation folder) applying uniformly. A new public OAuth 2.0 endpoint allows external applications to authenticate directly with the MCP server.
- The external MCP server is provided as a technical preview and requires configuration to work with products like Claude Code
- AI agent requests to create or update content now surface a human-in-the-loop approval prompt in the UI; users can also approve AI usage of specific tools.
- Comment handler is now supported in REST API create and view operations.
- List-view multi-edit in Agent UI reaches general availability and extends to different data types, has support for a few handlers (CategoryDropdownReference, ReferenceCopy, QuickFill, Expression, Validator), and clear/append operations on multi-value attributes.
- AI provider configuration in Pro ESM is now view-only, with editing moving to AI Core, as part of the ongoing AI Core consolidation. Existing AI provider configurations continue to work through version 26.2. Customers using 3rd-party LLM connections (OpenAI, Azure) need to move them to the AI Core Secrets configuration and select AI Core as the Provider in Pro ESM. Support for 3rd-party LLM connections via Pro ESM will be fully deprecated in 27.1, at which point they must be configured via AI Core.
- Bug fixes across Agent UI dashboards and graphs, email/attachment handling, reference and back-reference behavior, search query reliability, localization, and REST API pagination.
Summary of Key Features
- Conversational UI for interacting with M42 Intelligence's agentic AI
- MCP "create", “read”, and “update” tools for ESM data cards, with built-in support for Agent UI and external usage available as a tech preview.
- Public OAuth 2.0 authentication for external MCP applications
- Human-in-the-loop approval for AI-driven edits
- List-view multi-edit is generally available, with expanded attribute and handler support
- File type validation extended to Pro Self-Service and REST API imports
- M42 Intelligence side panel refresh, now also available in list views
Summary of the Releases
| Release | Summary |
|---|---|
| 26.2 | Major release introducing a new experience for M42 Intelligence with human approvals and guardrails to prevent uncontrolled edits, general availability of list-view multi-edit, and quality improvements. |
Major and Minor Releases Explained
Matrix42 Professional follows a continuous delivery model.
- A major release (for example, 26.2) consists of functionality built after the previous major release
- Minor releases are delivered monthly and may already include parts of functionality that later also appear in the next major release
This means:
- Some features associated with a major release may be delivered earlier in minor releases
- Conversely, a major release includes all functionality delivered in its preceding minor releases
The roadmap therefore reflects when functionality becomes available within a time window, not a single fixed release moment.
Release Details
M42 Pro Service Management Platform 26.2 Release Notes
26.2
New Features
| ID | Item | Notes |
|---|---|---|
| 529822 | File type validation for integration imported files | File type validation feature is available to validate files imported via UI, Pro Self-Service, REST API and Beta GrahphAPI mail task. The file.upload.type.validation.enabled platform setting is now visible and admin-configurable in all environments. The feature is disabled by default. Allowed file types can be defined using file.upload.allowed.types. Admins can test the feature in the admin UI, by checking if their file would pass the validation and stored in the system. |
| 562659 & 546145 | Multi-editing data cards in Agent UI list view | List-view multi-edit is now generally available in Agent UI — the technical-preview flag has been removed, and bulk editing works out of the box. It now also supports reference and back-reference attributes, date, datetime, and static string attributes, and attributes using the CategoryDropdownReference, ReferenceCopy, QuickFill, Expression, and Validator handlers. Existing values can be cleared, and values can be appended to multi-value attributes across all selected data cards. |
| 570820 | Status card view type for Status views in Agent UI | New Status view sub-types are available in Agent UI: Status Block, Status Card, Progress Bar (percentage only), Status Light (circle). These are defined per status view. Type does not yet support import/export. Classic UI behavior stays the same regardless of the chosen option in Agent UI. |
| 573619 | ESM MCP support | ESM's MCP server supports create, read and update tools for data cards, each going through the same permissions, validation, and handler path as a normal save. Admin controls (excluded templates/attributes, an overall on/off control, and the default creation folder) apply uniformly. External applications and AI tools can now authenticate directly with the MCP server via a new public OAuth 2.0 endpoint, if configured to work in the authentication layer. |
| 574185 | Conversational AI experience for SD-agents | The M42 Intelligence side panel has been visually redesigned and rebuilt around a chat interface, enabling agentic AI features, and is now also available in list views, defaulting its context to the currently visible data cards. When an AI agent requests permission to create or update content, the request now appears to the user in a new approval prompt, and users can also approve AI use of specific tools, maintaining control over AI actions within the system. |
| 580712 | Enable tool use for AI action requests | AI actions can now run in agentic mode, where M42 Intelligence searches the platform for relevant context. Replaces the previous simple on/off toggle for including knowledge discovery from predefined data sources with a 3-level Context setting (1. data card only, 2. data card with predefined sources, 3. data card with predefined sources and AI agent). Note that agentic actions cannot write to data cards in workflows in an uncontrolled manner; only a response can be written to the target attribute defined in the AI workflow node configuration. |
| 586999 | Move datacards to different folder from list view | List view now supports moving data cards to a different folder in bulk. |
| 587002 | Duplicate datacards from list view | List view now supports duplicating data cards, where template configuration and permissions allow. |
| 591088 | Creating and reading Comments via REST API | External REST API integrations can now read and write Comment handler attributes. |
| 596109 | Data card referrer list in Agent UI | Data card referrers are now available from each data card's dropdown menu. |
Improvements
| ID | Item | Notes |
|---|---|---|
| 529693 | HTML formatting improvements in data cards and reference tooltips | HTML rendering in Agent UI is more consistent; reference tooltips now support the same HTML formatting as list views, and data card headers are stripped of HTML. |
| 529735 | User profile setting for enabling Agent UI by default | A new profile toggle makes Agent UI the default interface; Classic UI URLs then redirect to Agent UI (users can still switch back manually). |
| 550527 | DirectLinkGenerator support for Agent UI | DirectLinkGenerator links can now point to Agent UI; Classic UI links are unchanged. |
| 572986 | Manual triggering of expressions | Admins can now manually trigger expressions in Agent UI. |
| 573531 | ReferenceCopy Handler support for classification actions and automation trigger support | ReferenceCopy can now be populated by AI classification, with a new setting to trigger ReferenceCopy on save. |
| 575185 | Tech preview: Sending emails with GraphAPI | The tech-preview GraphAPI email handler now supports sending to a single recipient. |
| 580287 | Limiting Classic UI Access Permissions by Role | New admin option to restrict which roles can access the Classic UI; existing roles retain access by default; note that new roles must be explicitly enabled. |
| 580311 | Enhanced Notifications UX | Notifications no longer require closing to act on; three or more notifications now stack and expand on hover. Data card reload on (e.g., on save) closes the notifications. |
| 580626 | Support static string attributes for classification actions | Classification actions can now target static string attributes, with localized suggested values and clearer error messages. |
| 584565 | Freeze AI provider configuration changes in Pro ESM for 2026.2 | AI provider configuration in ESM is now view-only (view, URL copy, and switch provider); editing moves to AI Core. Added an AI Core connection test button and admin-page link; the provider is now labeled "M42 AI Core." |
| 585000 | Replace colour for Attribute labels in data card | Attribute label color updated to improve readability in Agent ui |
| 587005 | AI Action tracking and ordering based on usage | AI Actions are now sorted by how frequently they're used. |
| 587256 | Middle-click on data card in list view opens in new tab | List-view rows can now be opened in a new tab via middle-click or Ctrl/Cmd+click, in view or edit mode. |
| 592023 | EQL Support for Classification attribute | AI classification actions now respect the target reference attribute's EQL Search Filter, choosing only from matching cards. |
| 592919 | Hide Delete button in list view when user lacks Delete permission on the template | The list-view Delete button is now fully hidden, rather than just disabled, when the user lacks delete permission. |
| 596088 | CP-10828: Email interaction improvement | The email interaction interface has been refreshed with a modernized visual style that also allows selecting text from the preview. |
| 596354 | ESM Default Agent System Prompt & Default Toolset | Out-of-the-box AI setup is now provisioned automatically for new environments. Note: A functional LLM backend must exist on AI core for the default agent to be provisioned. |
| 599382 | Update Unavailable notification page branding | The error/unavailable page has been redesigned and refreshed with Matrix42 branding. |
| 600581 | AI trial extension and reset to 90 days | The in-product AI trial has been extended and reset to 90 days for customers without an AI license, including those who previously tried earlier AI versions — with out-of-the-box readiness for the M42-provided LLM that powers M42 Intelligence. Note: You will need a functional LLM defined in the AI Core component to start using the features as a new customer. |
| 601915 | Enable AI permissions for existing and new roles by default | Existing and new roles now get M42 Intelligence permission enabled by default when no role in the environment currently has it enabled; admins can still remove it manually. Environments with existing limitations for M42 Intelligence permissions are not affected. |
Bug Fixes
| ID | Item | Notes |
|---|---|---|
| 531543 | Adding content in Agent UI Dashboard is super slow | Fixed dashboards unnecessarily re-rendering every panel on every interaction; dashboards with 6 or more list-view cells are now significantly more responsive. |
| 532965 | CP-10736: Problems with Backreference / Reference interoperability | Orphaned backreference detection and repair added to the System Checks admin page; admins can inspect and fix or remove orphaned reference rows individually or in bulk. This completes the existing functionality for finding and fixing missing back-reference values. |
| 539424 | Pasted HTML styled content breaks in RTE | Fixed Rich Text values saved as HTML displaying as literal escaped text instead of rendered formatting. |
| 539469 | Getting into edit mode or updating values does not change "Updated" field visually in the UI until datacard is saved | "Last updated by" now updates immediately when editing starts, instead of only after save. |
| 539525 | Gaps in new Agent UI multilanguage capabilities | Fixed the list-view "Manage" column header being hardcoded in English; it now localizes correctly. |
| 539565 | List View actions alignment | Fixed the "open in new tab" icon being missing for users without edit permission; action icons are now always shown and consistently aligned. |
| 539583 | Attachment timestamp is formatted as timedate in Agent UI | The file upload handler's date-time format is now consistent throughout the application. |
| 539620 | CP-11177: It is not possible to adjust the scope of the search if there are no results with Visible data cards | Global search now correctly re-executes when visibility filters change; empty results show a "no results" state instead of an infinite spinner. |
| 539638 | Problems with visual focus indicator in graphs | Fixed inconsistent focus-indicator visuals in Agent UI graphs. |
| 539692 | Agent UI Dashboard: Sorting/filtering a list view sorts/filters all of the list views created from same bookmark | Dashboard list-view panels using the same bookmark now keep independent sort, filter, and pagination state instead of sharing it. |
| 541496 | CP-10642: Obsolete handlers visible in admin UI | Removed the obsolete ForeignDataHandler, ForeignReferenceHandler, and ForeignStaticValueHandler from the attribute handler dropdown. |
| 544447 | Agent UI - Race condition in class accordions when loading reference tables. Content is kept hidden | Fixed a rare race condition that could unintentionally hide non-empty class content in Agent UI view/edit mode. |
| 551897 | CP-10861 Agent UI: When primary attribute is empty, ReferenceCopy behaves oddly in combination of static attribute | Fixed ReferenceCopy incorrectly populating fields with unrelated records that share the same display name. |
| 554235 | CP-10873: Worklog handler runs permission check on datacard WebAPI update even if no worklogs were added | An unmodified Worklog handler no longer runs update permission checks on WebAPI data card updates. |
| 561501 | CP-10955 ESM / Mail history attributes not being populated | Mail body and subject history is now correctly displayed on both Agent UI and Classic UI. |
| 562810 | CP-10961 Virtual Coach - If template name contains capital letter, health check api returns false | Fixed ticket classification and similar-content suggestions stopping or appearing empty for new or edited tickets; they now index and display reliably across database configurations. |
| 571258 | CP-11019 Agent UI: SLAFinder value is editable | The SLA Finder field is no longer editable in edit mode — now read-only, matching Classic UI. |
| 573900 | CP-11047 Agent UI: MailTo fields allow invalid email addresses and extra spaces | MailTo fields now block invalid addresses (Save is disabled until valid) and automatically trim stray whitespace. |
| 578034 | CP-11085: It's possible to import broken workflows to ESM and removing them is not possible from the UI | Fixed corrupt imported workflows becoming undeletable; they can now be safely deleted from the UI. |
| 578414 | CP-11090: EQL query metadata 'OR' operators switching to 'AND' after editing in the EQL editor | General Matrix42 Query Language (EQL) editor improvements: operators and parentheses are preserved through edits, the editor no longer crashes on faulty conditions, full OR support is available, conditions can be inserted between rows, and grouping is displayed more clearly. |
| 578622 | CP-11089 Decimal number output pattern is a requirement in Agent UI | Decimal input validation now respects the defined pattern, matching Classic UI. |
| 578673 | CP-11088 Agent UI view titles are not localized | View titles now correctly translate into the selected language. |
| 581103 | CP-11101 Agent UI: Clearing value with backspace | Backspacing a dropdown field now actually clears the underlying value, instead of only clearing it visually. |
| 581116 | CP-11102 Agent UI: Discard breaks reply buttons on e-mails | Fixed the discard dialog breaking Reply, Reply All, and Forward buttons when switching emails mid-reply. |
| 581166 | CP-11106 Agent UI: Enable If referring to a ValueButton handler attribute doesn't work | Fixed Enable If conditions not evaluating correctly when the master attribute uses the ValueButton handler. |
| 581715 | CP-6869: Prevent CreateDataCardNode loops when 'fullSaveTargetDataCard' is enabled on backreference, part 2 | Extended a previous workflow-loop fix to also cover the backreference case combined with full-save. |
| 583333 | MXC00015 - Workflow becomes uneditable if it's condition(s) refer to a deleted entity | Workflows referencing a since-deleted record can again be checked out and edited; the editor now automatically clears or flags the stale reference. |
| 583700 | CP-11116 Agent UI: Problems with E-mails and Edge browser | Fixed email-view scroll behavior and Rich Text Editor Shift+Enter/Enter issues on Edge. |
| 583714 | CP-11117 Agent UI: Lazyloading multivalue references not working | Fixed dropdown lists showing incomplete results when searching or scrolling through large datasets. |
| 583727 | CP-11124 Agent UI: Unable to Remove Email Template Attachments | Users can now remove mail template attachments; sending an email no longer strips template attachments. |
| 584380 | Switching UI while editing dashboard should be prevented | The UI-switch button is now disabled while editing a dashboard, preventing accidental loss of unsaved changes. |
| 584394 | Agent UI dashboard buttons are overlapping in edit mode | Dashboard edit toolbar buttons are now correctly placed and separated. |
| 584905 | CP-11145 AgentUI: Bug with reference multivalue attribute and EQL filter | The reference dropdown now correctly fetches possible values across all assigned templates. |
| 584918 | CP-11149 Rich text field / General view/edit performance issue in Classic UI | Fixed a performance regression that slowed or blocked Rich Text Editor loading in Classic UI. |
| 584933 | CP-11174 AgentUI: HTML formatted table in text attribute shows empty rows before the table | Fixed stray empty rows appearing before HTML tables converted from plain text. |
| 584947 | CP-11176 Missing German translation for GUI text text_startupview | Added the missing German translation for this UI text. |
| 584962 | CP-11175 AgentUI: Drilling into graphs sets incorrect conditions | Fixed bar-chart drill-down creating stuck or incorrect conditions. |
| 585426 | Empty class header visible in Agent UI when all attributes are hidden via visibility setting | Data card classes with no visible attributes now hide their header too. |
| 586362 | CP-11198 AgentUI: Transform to new data card sometimes clears references | Fixed transforming and saving a data card only sending the transformed card's ID instead of its full reference set. |
| 586379 | MXC00021 - Issues with graph colors when using Agent UI on Firefox | Fixed a Firefox-specific issue where chart colors appeared in reversed order. |
| 586393 | MXC00023 - Agent UI does not display custom logo and favicon | Fixed the custom logo and favicon not rendering in Agent UI. |
| 586410 | MXC00025 - Graph drilling issue after 2026.1 upgrade | Graph drill-down now creates the correct list conditions in every language. |
| 586427 | MXC00019 - AgentUI: Stacked Bar has changed after upgrade to 2026.1 | Fixed a regression where stacked-bar series and legend colors were incorrect; restored the previous, Classic-UI-matching behavior. |
| 587491 | CP-10430 Agent UI: Attachment disappears when creating new card from card edit view | Fixed the attachment handler losing file references during transformation; attachments are now preserved. |
| 587505 | CP-11205: Paginated GET REST API query returns incomplete results | Empty list results now correctly return an empty array instead of a 404, fixing broken pagination at the end of a result set; GROUP BY/aggregate filters on the list endpoint now correctly return an error instead of silently duplicating cards. |
| 590335 | CP-10776 Attachment button labels and help text are not translatable in Agent UI | File upload and mail attachment button labels and help text are now translated. |
| 590981 | CP-11203 API issue with count(distinct) when it references an attribute by code | Fixed a Matrix42 Query Language (EQL) count(distinct) query failing when the attribute is referenced by code rather than name. |
| 591023 | CP-11202 Agent UI global search results don't include additional templates when changing visibility | An empty template selection now correctly means "all templates" by default; also fixed stale search and list-view settings lingering, and an infinite-loading edge case. |
| 591258 | Agent UI dashboard edit controls are unavailable | Fixed dashboard edit mode silently disabling panel resize and "Change content" on an unmodified dashboard. |
| 591525 | Agent UI: Reference dropdown input is not hidden with hideButtonSearch metadata | A disabled reference input placeholder is now fully hidden when this setting is configured. |
| 591721 | Agent UI: Toggling reference (EQL) filter opens the dropdown | Improved the UX of the reference attribute's disable-filter button. |
| 592069 | MXC00035 - Sending mail with a referenced attachment permanently deletes files still referenced by live data | Fixed deleting or replacing an attachment removing the underlying file even while other data cards still referenced it; files are now only removed once nothing references them. |
| 593218 | Similarities & Classification: failed full index build is recorded as successful and never retried | Fixed failed Similarities & Classification (Virtual Coach) index builds being incorrectly recorded as successful, which had left suggestions empty or in an error state; builds now clean up after themselves and automatically retry every minute, and affected environments self-heal on first run after the upgrade. |
| 593551 | MXC00029 - Agent UI: List view column with counter: width not wide enough for 5 digit numbers | The row-number column now automatically widens for totals of five or more digits, instead of clipping. |
| 593565 | MXC00041 - Comma character in person card name causes an error while sending an email in Agent UI | Special characters in recipient names no longer trigger an address error. |
| 593580 | CP-11217 ESM graph view has incorrect No Values column if certain conditions are met | Fixed an inaccurate "no value" category appearing in graphs filtered with OR conditions on multi-value attributes. |
| 594229 | CP-11218 Enabling 'show empty time periods' in certain graph views fails to load the graph | Fixed a server error when loading graphs with "show empty time periods" enabled on data containing undated records. |
| 595898 | CP-7831 ESM: EntitySearch handler cannot compare against static string attribute | Fixed EQL searches returning no results when comparing two static (select-list) attributes. |
| 597747 | Fix Finnish translation for Minutes (and many other ones as well) | Corrected Finnish translation spelling mistakes. |
| 599872 | MXC00199 - Query slowness after version upgrade to 2026.1.1 | Fixed a performance regression introduced in 2026.1.1 where complex EQL queries sent to the REST API could become significantly slower or time out, caused by a change in how the underlying SQL joins were ordered. |
Known issues
| Issue | Notes |
|---|---|
| Agent UI: Multi-edit preview for existing text attribute values scales the UI unnecessarily | When editing text attributes that have long texts or rich-text content, the preview UI component scales unnecessarily. We will provide a fix for this in future versions. |
| Agent UI: Data card referrer list does not sanitize HTML from the view name | When using new “Referring data cards” feature in Agent UI, the user might see unsanitized, unrendered HTML tags in the view name header if the primary attribute contains HTML. We will provide a fix for this in future versions. |
| SendDataCardXmlToHttpAction listener requires a password even when using the Teams bot connection | The listener always requires a password for connections using preemptive authentication, even when connecting via the Teams bot, which authenticates with a token instead. As a workaround, enter any placeholder value in the password field — the token will still be used for authentication. We will provide a fix for this in future versions. |
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