Release Notes



Bug fixes and performance improvement

This version does not contain any new visible features.




-Octopus Section-

Forms | Improved CI Management in Requests

Because sometimes you have to modify a CI, selected using a form, or convert an SR to an incident that has several related CIs, we have added possibilities and information to help you.

In an Incident - Modification of the CI in question

  • In an incident you can now see an icon that shows that the CI was selected from a form.  
  • An Octopus user can modify the CI from the form and keep the link intact. 
  • Or he can choose to use the Change CI option and break the link between the CI of the request and the one from the form.  
    • A warning message will advise him of this.  

In an SR - Conversion to an Incident

When an SR has more than one CI and is converted, a message indicates that the all the CIs will be reset.

However, a now column called Source can be added to the CI tab to determine if the CI was added to the SR using a form : 

  • Form - the CI was added using the form. 
  • Other - the CI was added manually. 

Users | New Field for Personal Email

In many contexts users need their personal email to communicate with certain services, such as Human Resources.

So we introduced the new Personal Email field and renamed the Email field to Professional Email.

If you believe this option would be useful for you, go to the Personal Email | Activation and Use page to know how to activate it and use it.

-Octopus 5 Section-

Bug fixes and performance improvement

This version does not contain any new visible features.



Bug fixes and performance improvement

This version does not contain any new visible features.




-Octopus Section-

Octopus Tools | New Parameter to Purge Log Files

Since version 4.2.580, a log file is created each time the Octopus tools are run. In some cases, for example with MailIntegration, there is a large number of files created in a single day.

So we've created the /PurgeLogs parameter to help you automate log file management and make sure they do not take up too much space.

For more information see the Octopus Tools | Maintenance of log files page. 

-Octopus 5 Section-

Octopus Boards | We Added Roles and Permissions

The creator of an Octopus board can now grant permissions based on three user roles:

  • Administrator
  • Collaborator
  • Visitor

For more information on boards and permissions, see The Octopus Boards article.  

Action required:

Those who have already created boards and shared the link will need to quickly give permissions to people who need to view and edit them.

We invite people to quickly give permissions with the button:

  Design board.




Bug fixes and performance improvement

This version does not contain any new visible features.




-Octopus Section-

Changes | Cancelled Deployment Tasks are Now More Visible

To improve the information seen in the overview, cancelled deployment tasks are now more visible. The information available in the different views; by month, week or agenda, are crossed out to indicate that these tasks have been cancelled.

For more information, see the Calendar Overview section of the Deployment Calendar Wiki.

Web Portal | Mask the User Field

By default on the Web Portal the requester can make a request for another person; the user, there are also several options related to these two fields.

We have now added a new option that can be configured globally, but also specifically in SR types or incident templates to hide the User field on the Web Portal.

This is to respond to contexts where you do not want to allow a person on the Web Portal the opportunity to choose another user than themselves. 

For more information, see the Incident Templates and SR Types - Available Options for Requester/Users article. 


CI | You Can Now Add a Photo


This modification makes the minimum size of the Octopus screen go from 1024x768 pixels to 1144x920 pixels.

It is now possible to add a picture to a CI with the Assign a photo action. This photo is synchronized with that of the Octopus Mobile provided that the attachments are hosted.

For details, see the Assign a photo section of the Service Asset and Configuration Management - Octopus Module article. 

-Octopus 5 Section-

Bug fixes and performance improvement

This version does not contain any new visible features.



Bug fixes and performance improvement

This version does not contain any new visible features.




Bug fixes and performance improvement

This version does not contain any new visible features.




-Octopus Section-

Users | Adjustment to the QR Code to Access Octopus Mobile

To avoid confusion, now only the user who is connected to Octopus and has the Access Octopus Mobile permission can see the Mobile Octopus section.

Because scanning the QR code is the equivalent to connecting to the Octopus Mobile with your username and password, you must first log into Octopus with your username and password.

Note that the code that appears on the screen expires after 5 minutes for security reasons.

Visual Explanation


Web Portal | Discreet Section for Confidential Requests

By default, confidential requests appear in the list of the requester under the team to which they belong.

But some contexts require more discretion, so we now have a new option that adds a Confidential Requests section at the bottom of the screen that is closed by default.

For more information see the Filter Option Available of the What is a confidential request? article. 

Web Portal | New Request Field More Visible

To make using the Web Portal easier for first-time users, the New request link has been set in a contrasting colour to make it easier to see.

Custom Fields | Inactive Fields Now Filtered

To shorten the list of visible fields, inactive fields are no longer visible by default in the library.

We also improved the information provided when trying to delete a field that was used.

For more information, see the Custom Field Library Wiki page.


-Octopus 5 Section-

Bug fixes and performance improvement

This version does not contain any new visible features.



Bug fixes and performance improvement

This version does not contain any new visible features.




Bug fixes and performance improvement

This version does not contain any new visible features.




-Octopus Section-

CI | Keep Links Between CIs After Retirement

By default when a CI is retired all the links to other CIs are deleted since they are no longer active. 

But in certain contexts this is not the case. So we created a new option to keep the links between CIs upon the retirement of one of them. 

For more information on this option or to enable it, contact us and ask about : 

  • ConfigurationItem.Deactivation.DeleteCIRelationships.Enabled


CI | New Option for Unique Inventory Number

It is now possible to ensure that the inventory numbers are associated with a single device with the Inventory number of a CI must be unique option.

An Octopus administrator can activate the option from the Tools > Options > 4 - Facultative general options menu. 

For more information, see the Interesting Options section of the Service Asset and Configuration Management article. 


Help Menu | Opens Pages in Your Browser

We have changed the help menu so that pages that normally point to the Octopus Wiki open directly in your default browser.

This will allow you, among other things, to choose favourite pages and navigate more easily, besides having the Octopus window next to these pages.

The affected pages are:

  • Help
  • News
  • Setup guide
  • Release notes
  • Glossary
  • Contact us

However, pages that automatically open in Octopus at targeted times, such as the Release Notes or the Bulletin, will continue to appear in a tab when Octopus opens.


Lists | New Columns for Suspended, Pending and Cancelled Requests

To improve the information available in a list we have created two new columns:

  • Reason
  • Reason (Note)

The Reason column combines the reason for suspending, pending, and cancelling a request in one place.

The Reason (Note) column displays the note entered when modifying the previously enumerated statuses.

So, review your lists to reduce the number of columns on the screen! 

For more details, see the List Management in Octopus article.


Forms | New Rule to Modify Fields With a Destination 

There are types of fields where you can push the answer entered in a form directly to an Octopus field. This is the case for the open date, the due date and for the categorization of incidents.

In the past, the relationship between the form and the Octopus field was lost once the request was created and subsequent changes to the form or Octopus were not synchronized.

To avoid having different data between Octopus and the form. We now keep the relationship active after the creation of the request and the changes continue to be made directly in the form.

For more information, see the How to Modify the Value of a Destination Field? section of the Create customized forms in Octopus article. 


Task | Modifications to the Description Now Kept in the History

An entry to the history is now made when modifying the description of a task.


-Octopus 5 Section-

Attached Files | The Section Now Includes the Ones from the Forms

The attached file section now shows the files that were added to the form in addition to those in the request.



Bug fixes and performance improvement

This version does not contain any new visible features.




Bug fixes and performance improvement

This version does not contain any new visible features.




-Octopus Section-

CI | Improvement to the Document Tab in Read Only Mode

In the Configurations module, in the past an Octopus user with only the permission to Access the configuration management module could not use the scroll bar or select the text in the Document tab. 

To allow more flexibility to these users, especially for procedures, they can now select the text and use the scroll bar on the right. However, they are not allowed to make any modifications. 


Users | Adding/Removing a CI is Visible in the History

Whether the modification is done manually or by a tool such as DataImporter, adding or removing a CI will now be visible in the history of the user and the CI in question.

Editing the Main Contact of a CI will also be added to the history of both elements.


Reports | Improvement to the Total Effort by Site

Because the Summary of activities: Total effort per site report can sometimes be very long,  we added the Include the description of requests checkbox to allow you to choose whether you want the description or not. 


Web Portal | New Option for Site Levels

A new option has been added to give you better control to the required site levels when the site is mandatory for a team.

With this option, you can simply choose a level of site deep enough for the restriction per site when you start. And ask for more details if they are required directly in the forms that need them.

The option can be found in Tools > Options > 4 - 4 - Facultative general options > Web Portal site. Of course, this option works in combination with the mandatory site option. 

Visual Explanation


Forms | Improvement to the Site Field Type 

When you have a Site field type in a form, you can now specify whether by default you want it to display the site of the user or of the request. It can then be modified as needed.

For more information, see the Create customized forms in Octopus article.

-Octopus 5 Section-

Forms | Easier to Modify and Save Forms

We can now easily see the sections of a form that are available for modification with the Click to modify tooltip. In addition it is now possible to make changes to several sections of a form before saving.

 Watch short video




Bug fixes and performance improvement

This version does not contain any new visible features.




Bug fixes and performance improvement

This version does not contain any new visible features.




Bug fixes and performance improvement

This version does not contain any new visible features.




-Octopus Section-

Favourites | New Menu in Octopus

It is now possible to add items to a list of favourites and access them from the Favourites menu.

For details, see The Favourites article.


Users | QR Code Available to Access the Octopus Mobile

Octopus users with the Access Octopus Mobile permission will now be able to show the QR Code to connect to the Octopus Mobile. 

The option is located in Octopus Mobile section of the Octopus tab. 

See the Octopus Mobile article for details on how to install the Octopus app.


MailIntegration | Other Recipients and People in CC Are Clearer

In previous versions, if an activity was received by MailIntegration that included other recipients, Octopus would gather the addresses under a single section called Sent to

For more precision, we have now split this section in two to distinguish the main recipients and people in carbon copy:

  • Sent to
  • CC


Web Portal | Multiple Users for a Request

From a form on the Web Portal, you can now add more than one user to an incident or service request with the Multi-Users field type.

In a service request with one or more tasks, it is possible to create a task for each user of the request.

For more information, see the Create customized forms in Octopus article.


Users | New Permissions to Configure Octopus

We have created two new permissions to allow Octopus users to configure certain options in Octopus without having to give them permission to Administer Octopus, which involves too much risk:

  • Administer activity types
  • Administer incident / SR templates

An Octopus user who already has the permission to Administer Octopus automatically inherits these new permissions.

For more information on permissions, see the Octopus Permissions Reference document from the Permissions section of the Role Management page. 

Web Portal | Upload the Logo

It is now possible for you to upload your logo for the Web Portal.

You can add the logo from the Tools > Options > 5 - Web Portal Personalization menu, under these conditions:

  • The Modern Web Portal is active
  • The Octopus user has the Administer Octopus and Modify common team data permissions. 

See the Web Portal - Customizing the Home Page article to find out the details of how to upload your logo. 

Planned Requests | Added New Columns for Lists

To help identify/search certain information, three new columns are now available in the lists for planned requests:

  • Specific Sites (CI)
  • Manufacturer (CI)
  • Model (CI)


Octopus Tools | One Log File Per Execution

In order to help manage the various Octopus tools and to facilitate troubleshooting, a new log file will now be created each time the program is run.

The name of the file will be in this format; ToolName_YYYYMMDD_HHMMSS.log.

For example, DataImporter_20190618_105242.log

This affects the following tools:

  • ADSIReader
  • WMIUpdater
  • MailIntegration
  • DataImporter
  • GetDBApp
  • ExternalCommandRunner
  • AttachmentDownloaderApp 


-Octopus 5 Section-

Users | Better Display of Accurate Results

For more convenience when searching for a user, for example in the requester field, we now find the exact search results at the top of the list.




-Octopus Section-

User | Improvements to the Unavailable Concept

Just in time for the summer vacation, we reviewed the unavailable user concept. The section is still in the User tab, but has been moved to the right.

It is now sufficient to set the start date of the unavailability and the system will keep the user unavailable until he returns. As before, the return date is optional. We also added the start date of the non-availability to the user profile on the Web Portal and in Octopus 5.

Note that the unavailability section is not linked to the approval delegation, which must be updated separately.

For more information, see the Unavailable users section of the User Management Wiki. 


Users | New permission; Can Assign Himself an Incident/SR

Some of our customers handle incident/SR assignment differently and needed a more granular control of permissions.

So we have renamed the Assign an incident to Assign an incident/SR to another group/assignee and we created the Can assign himself an incident/SR permission.

The Octopus users with the permission to Modify an incident have automatically been given the new permission to prevent disrupting your operations.

For more information on permissions, see the Octopus Permissions Reference document from the Permissions section of the Role Management page. 


-Octopus 5 Section-

Navigation | Behaviour When You Go Back With the Browser

Going back with the browser has the following behaviour:

  • When coming from a list, it repositions itself in the original page number on the record accessed or selected.
  • When coming from a list and the requested page no longer exists, it positions itself on the first page.
  • When coming from a list and the record accessed no longer exists on this page, it positions itself on the item before or after the one that is no longer there.



-Octopus Section-

Web Portal | Now Has a Deactivation Date for the Annoncement

When creating an annoncement for the Web Portal, it is now possible to specify a deactivation date.

Visual Explanation


-Octopus 5 Section-

Bug fixes and performance improvement

This version does not contain any new visible features.




-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Bug Fixes and Performance Improvements

This version does not contain any new visible features.


-Octopus 5 Section-

Shortcuts | Two New Shortcuts to Hide the Left Section and Quickly Access the Search Field

ALT + L is a new shortcut to hide or show the left section of the screen.

Visual Explanation


Using F3 positions the cursor in the Octopus search field when it is visible. 

If the search field is not visible, then the F3 key does what the browser does by default for that key. For example, in Chrome, it displays the search window.


Notifications | Available and Improved

Notifications are now available in Octopus 5. You will find them under the  button at the top of the screen.

Note that the popup notification no longer exists under Octopus 5, however, improvements have been made:

  • Even after you have read a notification, it is still available in the Read tab.
  • It is possible to create a reminder on a notification.
  • We can see the upcoming reminder notifications.

Other elements are planned in future development, including configuration options.

The link from an email notification to Octopus 5 is not available by default for customers using the Windows version of Octopus. 

If you wish to activate this link, contact us and ask for the Notification.EmailNotificationSender.OctopusWebLink.Enabled option.

 Watch short video




-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Section Octopus-

Permissions | New Permission to Reopen an Incident

A new permission named Reopen an incident now lets you control who can use this option.

We invite you to review which roles should receive this permission. See the Role Management article for more information.


-Octopus 5 Section-

List Mode | Shows the Activity Section

The activities section is now visible in list mode, just as it is in card mode.

The ALT + P shortcut toggles between showing the activity panel and hiding it.


Incident/SR | Requests Can Now Be Printed

The print action is now available from an incident or service request. You can also use the CRTL + P shortcut to start the action.

It opens the request in full screen in another tab to print from the browser.


History | Now available

The history is now available for various types of requests as well as for CIs and users.

The information is grouped by users and a filter is used to target a particular type of modification.

Visual Explanation





-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.


-Octopus 5 Section-

New Layout for the Subject and the Actions

A review of the layout of the action buttons and other elements at the top of the screen was done to provide more visibility to the important elements.

Visual Explanation




-Octopus Section-

Impact | New Option to Ignore the Criticality of a CI

By default, the criticality of the CI is related to the Incident Impact field, which means that adding a CI with high or critical criticality, will modify the impact of the incident. This behaviour is very useful in IT management, but is not always desirable in other types of teams.

A new option can now modify the behaviour so that Octopus ignores the criticality of the CI in question in the selection of the impact.

If you want to enable this option, contact our Service Desk and ask to modify the Incident.Impact.DeriveFromCIImpact.Enabled setting.


-Octopus 5 Section-

Classify  | A New Option for the Initial Processing of a request

In order to assist in the initial processing of a request, the Classify action has been created, which combines the important fields to validate when a new request isreceived.

See the Classify Action article or watch the short vidéo bellow to find out how it works. 

 Watch short video

Octopus Boards | New Concept to Organize Like Kanban

We use the Kanban method in the development of Octopus and we created a board to follow our work. When we started using it, we immediately thought that this concept could be very useful to our customers as well.

So we introduce a brand new concept with the first version of the Octopus Board that allows you to create a board in just a few steps and add the wanted Incidents and SRs.

Visual Explanation


Other features will follow, including the ability to add a card that is unrelated to a request. See the Explainer vidéo to find out how it works. 

Lists | Custom Field Values Now Visible

Lists with columns that come from custom fields can now be used.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Parts | The Site Field is Now in the Module

The Site field is now available from the Parts module to allow more accuracy.

The choices available for the field come from the reference data and work the same as in the other Octopus modules. Click the link to find out more on Part Management

ADSIReader | More Possibilities for Exclusion

Elements of AD synchronization based on a criterion that is empty can now be excluded.

For more information, see the Exclusion of Specific Record From AD section of the ADSIReader - Integration to Active Directory article. 

Web Portal | Minor Modification to the Checkboxes

In order to improve the visual clarity of this type of field, the Checkbox field type in the Octopus forms has been modified to present the information on the right instead of on the left.


-Octopus 5 Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.


-Octopus 5 Section-

Approval | Action Now Available to Approve or Refuse

You can now process an approval in Octopus 5 with an action. 

 Watch short video

Activity | Now Shows the Total Effort

We can now see the total effort of the activities that were done in a request at the top right.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.


-Octopus 5 Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

MailIntegration | New Tag to Add the Priority

A new tag has been created to add a default priority to incidents and service requests created from MailIntegration. 

For more details, see Configuration File (XML) section of the MailIntegration - Create Incidents or Events from Emails article.  


-Octopus 5 Section-

Attached Files | Can Now Be Deleted

It is now possible to delete attachments using the garbage can icon when you are in edit mode.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Web Portal | Select Multiple Approvers

In a context where hierarchical approvals are not possible, the user must select the approver option is often used with a specific group.In the past, only one such approval could be chosen from the Portal. But now we can present several such approvals to the user when creating the request, thus ensuring greater flexibility in the approval flow.

For more details, see The User Must Select the Approver - With Multiple Approvals section of the Automated Approvals - Reference Document article. 

Multiteam | Multiteam SRs Are Now Visible in the User's Record of the Collaborating Team

In order to improve the information available to collaborating teams, the list of incidents / SRs related to a user or a requester, now shows the list of SRs where one or more tasks have been shared with the current team. Except in the case where the Collaborator team can access SR option is disabled.  

For more details, see the User Record in the Collaborating Team section of the Multiteam collaboration - Reference document article. 

DataImporter | Can Now Manage the Relationship Between Users and CIs

A new tag has been put in place to help manage CI users from a source file. This option allows you to add and remove CI users from an import.

For more details, see the Manage the Relationship Between Users and CIs section of the DataImporter - Import Relations Between Users and CI article. 


-Octopus 5 Section-

Forms | Now shows the Card of a CI Type Field

A form with a CI type field now shows the equipment in card mode when it is selected or when the request is viewed.

AttachmentDownloader | To Keep a Copy of the Cloud Attachments

A new tool has been developed for customers whose attachments are in the cloud and who want to download a copy of the attachments locally.

For more information, see the AttachmentDownloaderApp | download a copy of the attachments article. 



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Roles And Permissions | Share a Role Between Teams

It is now possible to copy a role defined in one team to another team.

To do this, use the Send to library action of the contextual menu of a role. This will make it available to all teams.

Then, from the target team, you can import this role from the role library. See the Role Management Wiki page for more information. 

DataImporter | Import Parts Used in Requests

DataImporter now allows you to import the parts used in a request.

The detailed documentation will soon be available on the Wiki. 



-Octopus 5 Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.


-Octopus 5 Section-

Service Contracts | Information Now Available

It is now possible to see the service contracts and the CIs linked to them.

In card mode, from an incident/SR or a CI, an overview of active service contracts is available.

You can also see if a CI is linked to a service contract from the incidents/SRs. And all the service contracts can be viewed from the CI record.

Modifications can also be done to basic elements of a service contract. 

Navigation | Using the Keyboard in List and Card Mode

The keyboard navigation is now available in list and card mode.

Use the up and down arrows to navigate. Use the Enter key to open a record.

In list mode, a selected line is distinguished by a gray background.




-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.


-Octopus 5 Section-

Hosted Attachments | Now Available by Team

Using Octopus 5 requires the attachments to be hosted in the Cloud. But in some environments not all teams are ready for this. It is now possible to move teams individually to Cloud mode.

An authorization is required before proceeding. For more information, we invite you to complete the Octopus 5 (Web) and Mobile version for Octopus users request on our Web Portal.  

Actions | New Action Added

It is now possible to use the Reopen action for an incident or a service request on a Resolved request.


Preview Version | Now Available in English and Portuguese

The preview version of Octopus 5 is now available in English and Portuguese.

Customers interested in becoming familiar with this version in development can complete the Octopus 5 (Web) and Mobile version for Octopus users form on our Web Portal.




Bug Fixes and Performance Improvement

This version does not contain any new visible features.



Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Subscription | Improved Notification in List Mode

Notifications for a subscription in list mode will now mention New or Update after the list's name to explain the reason for the notification.

For more information, see the Custom notifications Wiki page.

Planned Requests | New Site Filter for Maintenance by Type or Model

You can now filter the CIs of a planned request by site to accommodate the multi-site reality of several companies. Therefore CIs can be added for one or more sites / sub-sites in CI type or Model type planned requests.

See the Planned Request Management article to find out more.


-Octopus 5 Section-

Lists | Card Mode Now Available for the Home Module 

In order to standardize the view in Octopus 5, you can now choose to see the elements in the Home module in List Mode or Card Mode.


CI | Improved CI Selection in a Request

The selection of the CI in a request has been modified to reproduce the general behaviour of Octopus that suggests the user's CIs and allows the selection of software only through the computer for an incident.


Events | Shows Related Requests

The event record now displays requests related to this event.


Tooltips | For More Precision Through the Application 

Tooltips have been added throughout Octopus 5 for additional precision on the various buttons, options and to display the request description.



-Section Octopus-

Reference Data | Can Deactivate Items From a Value List

If your value lists contain values that you no longer use, you can now disable them by using the Active checkbox.

For more information, see the article on Value Lists.


Advances Search | New "Contains this phrase" Operator for a Better Search

The new operator called Contains this phrase allows for high-performing searches when you search for part of a sentence, for example, "problem with Word".

This operator is different from Contains these words which can search for the words in any order, for example, "Word problem".

Before the introduction of this new operator, it was possible to use With the exact phrase, but this operator is much slower; it was designed to search for "characters".

For example, we can find "001" in "SRV001QC". It is neither a sentence nor a word, but the middle of a word. Although With the exact phrase has its use cases, it remains a less common case.

Note that the With the exact phrase operator has been renammed Contains exactly. See the Advanced Search Wiki page to find out more.


Notifications | New notifications on Octopus updates

Several customers have asked us to be notified when a new version of Octopus was installed in their environment to let them know what is new and validated if everything works in their environment. 

So we created two new notifications:

  • New Octopus version available soon
    • Warns when the documentation for a new version is posted on the Octopus Wiki.
    • This allows Octopus users to see the changes coming soon.
    • Refers to the Release Notes page, which you are reading.
    • We recommend that you enable this notification in one place to avoid duplicate emails.
  • Octopus update
    • Warns that an environment has been updated.
    • We recommend that you enable this notification on each of your DBs (test and production).

For more information, see the Notifications article. 


-Section Octopus 5-

CI | Shows the Related CIs and Users

The detailed record of a CI now displays the other CIs linked to it as well as the users. 




-Octopus Section-

CI | Can Now Change the Manufacturer But Keep the Same Model

The Change CI action that allows changes to one or more CIs has a new option. If you change the manufacturer, you can now opt to keep the model. During the change the system will automatically add the correspondence between the new manufacturer and the model.


CI | Deactivate a CI Type

You can now disable the CI types you no longer use. Inactive types are not offered when creating new CIs, which avoids errors.


Changement | Templates Allow You to Create Deployment Tasks

You can now create deployment tasks directly in a change template. So when changes are created from the template, the deployment tasks are created automatically.

To find out more, read the Deployment Calendar article. 


-Octopus 5 Section-

Users | Show related CIs

The detailed file of a user now displays the CIs linked to the user. In a future version, it will be possible to modify the CIs linked to the user.


Users | Request History

The detailed file of a user now displays the complete request history of the user. 



Bug Fixes and Performance Improvement

This version does not contain any new visible features.



Bug Fixes and Performance Improvement

This version does not contain any new visible features.



Bug Fixes and Performance Improvement

This version does not contain any new visible features.



Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

ADSI | New parameter AllowMultipleLogon

In environments with multiple domains or where some users have more than one Windows account associated with their user file, synchronization with ADSI overwrites the username to keep only the one found in the AD. This new setting will allow you to synchronize while retaining other usernames.

This is how the setting works when a user is found by ADSI:

  • Without the parameter
    • ​The Windows Username field will be overwritten by the value of the AD
  • With the /AllowMultipleLogon parameter
    • If the Windows Username already contains the one of the AD, it will not overwrite the value
    • ​If the Windows Username does not contain the one of the AD, it will overwrite the value

For more information on synchronizing users with AD, see the ADSIReader - Integration to Active Directory page.

CI | Cost Data Usable in Lists

The data available in the Costs tab of a CI can now be used in lists and in advanced searches. You can add these columns and export them to Excel to make graphs or apply formulas.

In addition to the fields that were already available, we added:

  • Total Cost of Maintenance

  • Total Purchase Cost
  • TCO for the Total Cost of Ownership


Web Forms | Operation Over Time

Existing requests are now isolated from form changes. That means that when you edit the form of an incident or SR, only the next requests will implement the changes.

Past requests will keep the form as it was when the request was created.

Warning: When updating to version 4.2.400, Octopus will isolate forms for requests already created. However, if a form had already been modified between its creation and the update to version 4.2.400 Octopus is not able to make the detection and the version retained for the form will be the one at the time of the update.

Web Portal | Ability to Place a Team Visible Under Another Team

From the Web Portal only, it is now possible to put the choice of one team under another. This is to accommodate times when there will be more than one team in Octopus for a single service. For example, if in a database we have teams for IT , Building Management, Human Resources and Staffing, we could put the Staffing team under Human Resources on the Web Portal.

Contact us for more information or to implement this option. To find out more about the look of the Web Portal see the Web Portal - Setting up the modern mode page. 

Alternate Subject | Limit Adjustment During Programming

The limit of the Alternate subject field has been increased to allow the adding longer variables in the programming from the reference data management.

Exploitable Field | Do Not Sent Email Noticiations to This User

The Do not send email notifications to this user field can now be used in lists and in advanced searches.

-Octopus 5 Section-

Task | Take Assignment

You can now use the Take assignment action in a task. 


Activity | Confirmation When You Cancel Adding An Activity

To minimize the risk of accidentally losing an activity, the system will ask you to confirm when you cancel the entry with the Escape key.


4.2.390 - 4.2.391

-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.

-Octopus 5 Section-

Interface | Now more intuitive

Some of you came to our offices to test Octopus 5.

We observed your reactions and saw where there was room for improvement.

So we made some changes to the interface:

  • More intuitive icons
  • More intuitive operation for sections in screens (where there was the eye icon)
  • Editing of activities with a single click
  • Simplified input of effort: simply enter 5 to indicate 5 minutes, without having to enter the full 00:00 format.


Events | Event Management

The basic features of event management are now available: 

  • Viewing and editing an event
  • Modifying the status
  • Adding them as favourites

This makes it possible to do "basic" event management without having to go into the Windows application.



-Octopus Section-

Bug Fixes and Performance Improvement

This version does not contain any new visible features.



-Octopus Section-

Activities | Improvement to date entry

As a result of the change to enter the date of the activities, we received feedback from a few customers.

We decided to immediately improve the data entry of activities to make the process even easier.

The Date field now shows two radio buttons for entering the date in Automatic or Manual mode. By default, the automatic entry will put the activity in the date/time at which it has been saved.

While choosing the Manual input method displays the current date, allowing you to edit it directly in the field or using the calendar.

For the Octopus users who use the timer, you will notice that if you have unused efforts, the input method will be Manual be default, allowing you to choose the date/time of your entry. 


Visual Explanation



-Octopus Section-

CI | Many New Options to the Change CI Action

The Change CI action now allows to modify the manufacturer and model for one or more CIs at once. 

For more information, see the Change CI section of the Service Asset and Configuration Management Wiki. 

Activities | Modification to date entry

The date of an activity is no longer initialized as soon as the activity dialog is opened. Now the date is, by default, empty.

Upon saving, the system will automatically set the date/time at which the activity has been saved. But the Octopus user can still enter the date/time manually if required.

When the timer is used for a request, by an Octopus user, the current behaviour will be preserved: the date of the first entry (in chronological order) will be attributed to the activity.


-Octopus 5 Section-

CI | Visualize and edit the attributes of a CI

The attribute section now allows you to view and edit the configuration attributes of your CIs.


-Octopus Section-

Email | New Option to Always Use the System Address

When Octopus sends an email, it must determine what address to use as the expeditor (From/De). 

By default, Octopus will use the Octopus user's email address, but this is not ideal if you want to use MailIntegration. Because if the user answers the email, the response will go to the Octopus user instead of the email used by MailIntegration that would add it automatically to the request as an activity. It is preferable to centralize the communications to the address used by the system, configured in the options. 

There has been a hidden parameter for a long time to force the use of the system address and not the Octopus user's. But a specialist or the Octopus Service Desk had to set it up.

This option is now available under Tools > Options in the Email Options section. It's a checkbox just under the system's address. 

For more information, see the MailIntegration - Create Incidents or Events from Emails article. 


ADSI | Force Fields to Clear With AD

ADSIReader imports the AD data like User / PC / Printer records to Octopus for you . By default, if a field is filled in Octopus, like the job title, but the field is empty in AD, ADSIReader will not change the value in Octopus.

There is a new option to force ADSIReader to overwrite existing values with empty values. Use this option if you consider AD to be a better source of information. So if a field is empty in AD, it will also be empty in Octopus.

For more information, see the Erase the data in Octopus when a field is emptied in AD section of the ADSIReader - Integration to Active Directory article.


-Octopus 5 Section-

Attachments | Paste the Content of the Clipboard

You can use the CRTL+V keys to paste the content of your clipboard as an attachment to a record. A text or PNG file will be automatically created.

Please note that this option is not available with Internet Explorer or Edge. 



-Octopus Section-

External Mode | The Register to this Service Option Can Link the User to a Client account

In the external mode each requester is linked to a client account represented by the site. The option that allows requesters to register to the service now provides the user with the opportunity to enter their Client Number.

This way as soon as he is registered, the system presents to this new user the appropriate types and templates according to the customer with whom he is associated.

En mode de support externe, chaque demandeur est lié à un compte client représenté par le site. L'option permettant aux nouveaux demandeurs de s'inscrire au service offre maintenant à la personne de saisir son Numéro de client.

To learn more about this mode, see the Support in external mode article.

CI and Custom Fields | History Configuration Option Available

Changes to a CI's attributes have always been kept in the History tab. However, some attributes are very "volatile" and lead to a high volume of entries in the History tab.

For example, if you import the disk space available for a PC from an external system, then we can imagine that each day the size varies by a few kilobytes, which creates an new entry in the history with each synchronization.

It is now possible to control whether or not you want to keep the change history for each attribute.

This same option is also available in the Custom Field Library under Tools > Configure fields.

To find out more see the Service Asset and Configuration Management - Octopus Module article or the Custom Field Library one.

CI | Link Mutiple CIs at Once

The relationship window now allows to select multiple CIs at once. 

To find out more, see the Relationships Tab section of the Service Asset and Configuration Management - Octopus Module wiki. 


-Octopus 5 Section-

Lists | Sorting on columns now possible

It is now possible to change the sorting order of lists in Octopus 5.

Keyboard shortcuts | New shortcuts for Octopus 5

Octopus 5 has new shortcuts, here is the list of shortcuts available at the moment:

  • CTRL+S: Save

  • ESC: Cancel changes in progress

  • ALT+R: Refresh the data (without reloading the entire application as F5 does)

  • ALT+1 to ALT+9: Quick access to favourites

  • F4: Create an incident

Go to the Octopus Shortcut Keys page to see the complete list.


Sections | Simplified edition

We can now edit a section with a single click. You can also leave a section that is in edit mode to go to another section without having to cancel (unless changes have occurred).



-Octopus Section-

Deployment Calendar | Configure Visible Information

You can now choose what information is displayed in the deployment calendar. The Octopus administrator has access to a configuration button at the top right.

See the Deployment Calendar Configuration section of the Deployment Calendar Wiki for more information. 


CI | Many New Options for the Change CI Action

The Change CI action can now modify the Main Contact, the Site and the Local of one or more CIs at a time. 

See the Change CI section of the Service Asset and Configuration Management Wiki for more information. 


Detailed Description | Access the Original Description of the Request

If an Octopus user modifies a request using the form, you can now consult the original version with the Initial Description link. 

This link is available only if there has been a modification. 

You can also use two new columns in lists and advanced search:

  • Initial Description
  • Form Modification Date

See the Where to Find the Original Description of a Request section of the Custom Field Library Wiki for more information. 

-Octopus 5 Section-

Forms| Supports the custom forms

Incident / SR creation is done using the forms from the SR and incident types.

Visual Explanation


Lists | Grouping in lists

The configuration and grouping of your lists are reflected in Octopus 5.

Note: The modification to sorting or grouping of lists must still be done through the Windows application for the moment.

Visual explanation

 Watch little video

Search | Quick search for incidents, SR, CI and users

Quick Search now works to search for Incident, SR, CI, and User data.

This feature will be improved in future releases to search for other data. But already one of the advantages is that the search is done on several modules at once.

Visual explanation

 Watch little video


Navigation History | New Concept

Octopus 5 now offers the ability to see your navigation history. The last 50 items that have been accessed are visible when you select the button.

In the advanced search of the Windows version of Octopus you can also see the last 300 elements that have been opened by various Octopus users in Octopus 5.

Visual explanation

 Watch little video



Bug fixes and performance improvement

This version does not contain any new visible features.



Bug fixes and performance improvement

This version does not contain any new visible features.


4.2.270 to 4.2.320

Internal announcement | New permission Modify internal announcement

A new permission called Modify internal announcement allows you to control who can change the announcement.

We invite you to review which role should have this permission. Consult the Role Management article for more information. 


Internal announcement | Ability to open the internal announcement in a separate window

If your internal announcements are often very long, you can opt to display them in a separate window.

Contact us if you wish to enable the InternalAnnouncement.ShowInNewWindow option. 


Incident / SR | We can now change the default source

When a request is created from Octopus, the default source is Telephone. This source can now be modified.

To change your default source, contact us and mention the Sources.UseDefaultValue option and your default source choice.

New Feature | Launch of the Custom Fields Library


It is now possible to use the fields from your forms in searches and lists. This will allow you to exploit the data entered by users when creating requests using forms.

This new option, however, modifies the behaviour of the Detailed description field in requests. The Custom fields library and changes to the Detailed description field will be deployed with version 4.2.290.

For existing customers, an article helps you prepare for the Conversion to custom fields.

See the Custom field library article for the complete information on how to use the library.  


Octopus | Adding the summer logo

Here is the summer logo that was voted during the Journée des utilisateurs on May 28th.


SR | Automated resolution after notification

You can now create SR types that send a notification as soon as the request is created and resolve automatically.

To do this, make sure that the SR type contains only a Notification task with the recipients and that the automatic resolution option is enabled on this type.

See the Using Notification Tasks section of the Task Management article for more information on this type of task.

Wiki | New field Show All Content

A new field has been added at the top of each Wiki page.

When you click the field, it automatically opens all the accordions contained in the page and makes it easier to print.

When you click the  field, it automatically opens all the collapsed sections contained in the page and makes it easier to read and print.


Help menu | We can now copy the address of the page 

Several reference pages are available under the Octopus Help menu. Most of these pages are also available in an Internet browser.

To get the link of the page, right-click and copy current page's address to send it to another person or look it up out of Octopus. 

For more information, see the How to copy the address of an Octopus reference page into a browser page. 

User info | User list with additional information

In version 4.2.160 we introduced the possibility of adding information beside the name of a user in the Web Portal and in Octopus. 

We have now added another field:

  • [User.EmployeeNumber] - Employee Number

For the other choices and to learn more about this option, see the Additional information in the selection of a user page. 


Deployment Calendar | Complete history now available

We can now consult the deployment calendar past the last three months. 

Deployment Calendar | The weekly view can show a 24 hour range

By default, the week view of the deployment calendar shows the deployments from 7:00 to 00:00. As most deployments are done out of this range a new option allows to modify the start time of the range, for example to 00:00 in order to see 24 hours at a time. 

Contact us if you want to modify your time range and mention the DeploymentCalendar.StartTime option.

See the Change Management and Deployment calendar Wikis to find out more about these elements in Octopus.  

Tasks | Behaviour for contributors outside of the SR module is now different

Members of a group assigned to a task in a module where they have no access are now considered as contributors and they will have more control over the task. 

For example, if the Technician group does not have access to the Change module, but has been assigned a task from a change, the behaviour will now be different. 


Previous behavior New behavior

The person assigned to the task

  • Can see the task
  • Can add an activity
  • Can modify the status and complete the task
  • Can reassign the task
  • Can do other modifications based on his permissions


Other members of the group

  • Can see the task

All members of the group

  • Can see the task

  • Can add an activity

  • Can modify the status and complete the task

  • Can reassign the task

  • Can do other modifications based on their permissions



Web Portal | New look



A new look for the Web Portal and WebTech is now available.


Important notes

  • To minimize the impact of this new look on your users it needs to be activated manually.
  • The new look also affects smart devices. 
  • The new look is only compatible with newer versions of browsers. In the old browsers (IE9) the old look is presented.
  • The application features stay the same. 
  • Activating the new look will affect all teams that use Octopus in your organization.

Our recommendations

How to activate?

From the Tools > Options > Modern Web Portal and activate the option. To be able to do this action, you must have the Modify common team data permission in one of the Octopus teams. 

Warning; this action affects the Web Portal for all teams. 

Web Portal | New experience using tiles to create requests



Your users can now benefit from a brand new request creation experience that accompanies the user in discovering the services offered and in selecting the type of request he wants to submit.


Important notes

  • Activating this experience will affect all the teams that use Octopus in your organization. 
  • The experience also affects smart devices. 
  • Preparation needs to the be done before activating this experience. You will need to prepare images and descriptions for each team (service) as well as the categories for incidents and service requests. You will probably opt to reorganize your incident templates and SR types. 

Our recommendations

  • Start by reading the Web Portal - Setting up the modern mode Wiki.
  • Make sure to plan things.
  • If you have more than one team in Octopus, make sure everything is ready before going into production.
  • Communicate the changes to everyone who will be impacted.
  • Run some tests!

How to activate?

Contact us to activate the tiles! And mention the option WebUI.CreateRequestWizard.Enabled.

Teams | Configuration of the basic characteristics of the teams

You can now configure the basic characteristics of a team such as the name, the image that will be used in tiles, instructions, etc.

To configure these options, go to Options >  Reference data management > Teams.

You must have the Modify common team data permission to modify this information.


Survey | Option to force the user to add a comment

We can now force a user who is not satisfied to add a comment to explain why. The comment could even be mandatory at all times. 

Go to Tools > Option > Satisfaction survey to activate this option. 

For more information, see the Octopus Satisfaction Survey Overview article. 


Major incidents | Synchronizing the status of child requests

The parent-child relationship between a major incident and the child incidents created by the users now synchronize changes to the parent status to the child requests.

If, for example, the parent request is suspended, the child requests will automatically be suspended.

For more information on the parent-child relationship or to find out more about the different types of relations between requests, see the Request Relationships article.

Web Portal | Option to view cancelled requests

There is now an option to view cancelled requests in the list of recent requests and in the history on the Web Portal.

Go to Tools > Option > Visibility of cancelled requests via the Web Portal to activate this option.

Find out more with the Web Portal Operation Wiki. 

Planned Requests | Improved control to the subject of the generated requests

We have improved the control to the subject of the generated requests using the variables available for the subject:

  • Name of the template
  • CI Type 
  • CI Model
  • CI Name
    • Will be Mutiple CI if more then one CI is covered by the request. 
  • Planned Date

By default the subject is composed of the following variables Name of the template - CI Name - Planned Date

Contact us if you want to modify this configuration. 

See the Planned Request Management Wiki to find out more about this solution. 


Bug fixes and performance improvement

This version does not contain any new visible features.


SR | Automated SR creation from MailIntegration

You can now automate the creation of SRs from an external system capable of forwarding emails (will be supported in Octopus soon). The operation is simple:

1. Configure the external system to send an email with content that matches the expected format to a new email address.

2. Set up a new task with MailIntegration to process messages from this mailbox.

This feature allows you to create SRs by specifying the custom fields of the template, which will trigger the right tasks based on the specified SR type.

Contact us for more information on the possibilities and configuration of this option. An article with more information will be available soon.

Web Portal | Maximum levels of sub-sites

It is now possible to specify the maximum number of sub-site levels that the requester can specify in a request. This is convenient to avoid going too far in the site structure.

For example, if the locals are at level 4 of your structure and you do not want the requester to specify the location with in such detail, specify a maximum of 3 levels.

When you configure the form, just add a maximum number of levels to the Site type field.

MailIntegration | Approval with the email response from an Outlook delegate

MailIntegration now recognizes delegates in the emails received.

If someone uses this feature from their email to approve a request on behalf of someone else, the system will recognize the situation and process the approval accordingly.

The message will say "Name the delegate" on behalf of "Name of the person who received the approval".

Marjor incidents | Quicker classification of child requests

When a major incident occurs, it is often tedious to classify all the incidents that users create to report the same situation.

The parent-child relationship feature between the major incident and the multiple incidents created by the users allows the automatic child classification.

When linking a parent incident to one or more child incidents, the parent's classification information is automatically assigned to the child requests.

The copied fields are:

  • Priority
  • Impact
  • Urgency
  • Category / Subcategory
  • Service
  • CI in cause

Services | Requests history linked to a service

In a typical service catalogue, you create Service type CIs and associate each SR type with the Service to which it belongs.

The requests tab of a Service CI now also includes requests of SR types that points to this service.

You can quickly answer the question, "What are all the requests I received for my Email Service?”


Bug fixes and performance improvements

This version does not contain any new visible features.


MailIntegration | Approval by email possible with an approver pool type group

The option of a single approver who receives a request for approval with MailIntegration deployed has allowed to approve or deny with simply a "yes" or "no" answer to the email for a long time. 

This option now also works when an approval request was first sent to a pool of approvers meeting these conditions:

  • The task has been assigned in Direct mode to an approvers pool type group.
  • The task has not yet been assigned to a specific approver. 
  • The action of approving or denying the request will automatically assign the task to the respondent.


Communication | Now easier to communicate with a task assignee


When sending an activity by email, the list of quick choices allows to communicate easily with the person responsible for the request. 

The task assignee has now been added to the available choices in the list to facilitate the communication. 

Visual explanation


Permissions | Adjustment of the permissions to modify the Show requests from all the groups that are normally filtered by groups field.


We have adjusted the permissions required to allow an Octopus user to modify the Show requests from all the groups that are normally filtered by groups field. 

An Octopus user must now have one of the following permissions to modify this field:

  • Administer Octopus
  • Create and modify an Octopus user

See the Permissions section of the Role Management Wiki, to see the complete list of Octopus permissions.



SR | Configuration by type of request for the Automatic resolution option


There has been a global option called Automatic service request (SR) resolution for a long time that allows to automatically resolve an SR as soon as the last task is completed or cancelled. 

It is now possible to configure this option per SR type, from the Advanced tab. 

Visual explanation


Web Portal | User lists with additional information

It is now possible to configure the information displayed in the user lists on the Web Portal.

The available fields are:

  • [user.logon] - Windows Username
  • [user.department] - Last department level
  • [] - Last site level
  • [user.jobtitle] - Title
  • [user.departmentfullname] - Complete department name, including sub-departments
  • [user.fullphone] - Phone number with extension

Communicate with us to find out more on this option. 

Visual explanation


MailIntegration | Assign a template to incidents created with MailIntegration

Incidents created from emails that are processed by MailIntegration have no template. 

A new action called Select the template allows to select an incident template and fill out the form linked to it.

Visual explanation


Reports and statistics | Improved settings of some graphs

The filtering parameters offered for these graphs have been standardized:

  • Request types by month
  • Request type breakdown
  • Planned requests breakdown

  • Planned request cumulative realization
  • Average response and resolution delay

To find out more on these reports, see the Reports and Statistics Module Wiki.  


CMDB | The order of the attributes of a CI is now configurable

You can now control the display order of the CI attributes. This allows you to group them without having to assign a prefix to each attribute.


DataImporter | Import the order for the attributes of a CI type

You can now manage the display order of the CI attributes directly from the import.
The  DataImporter - Import attributes for CI types Wiki article describes how this is done from version 4.2.150 and on. 


Reports and statistics | New report - Average response and resolution delay

The new Average response and resolution delay report will be a usefull tool to achieve and maintain good service targets.
The Reports and Statistics Module Wiki article will be updated with this new information shortly.


Incident/SR | Modification to the request status when an Octopus user is deactivated

When an Octopus user (technician) is deactivated, the requests assigned to his name that are In process will be changed to Assigned in addition to removing his name from the assignment section. 


This behaviour could result in multiple requests that were previously In process without an assignee name to be found in the New and To take assignment lists and will have to be assigned to another person.


Web forms | Action to duplicate a field in a form

It is common for a form to contain a number of fields that are very similar to each other.

You can now use the Duplicate action to quickly create a copy of a field within the same form.

To do this, select the field to be duplicated and use the button on the right of the delete button.

By default, the new field will be placed under the field with a checkbox or at the end of the form, if no box were checked. 

ADSIReader | Improvement to the AD: Last Logon Date field

ADSIReader now handles better the AD: Last Logon Date when used in a context with multiple domain controllers.

Planned requests | Planned request breakdown

To be harmonized with the new graphs, the Number series has been added to the Planned request breakdown graph.


Reports and Statistics | New report - Request type breakdown

A new graph called Request type breakdown introduces our first pie chart, which offers a global visibility of the time entered through the activities or the number of completed requests for a given period of time.

For more information about reports in Octopus, see the Reports and Statistics Module Wiki, more specifically the part about Request type breakdown.


Reports and Statistics | Now all on the same page

The reports and statistics are now accessible from the Reports and statistics button of the main tool bar, which provides a better overview of the tools to analyze your data.

The documentation for this module has also been revised to reflect this change, see the Reports and Statistics Module Wiki page.

Reports and Statistics | New report - Request types by month

A new graph named Request types per month offers a better visibility of the time entered through the activities or the number of completed requests for more efficient resource management. This report will be very useful for the planned requests management.

For more information on this new report, see the Request types by month section of the Reports and Statistics Module Wiki. 


Octopus forms | Horizontal radio buttons

You can now improve the appearance of your forms by using radio buttons horizontally

This way, you can fit more fields or questions per page.

To find out more, look at the table in the Available field types section of the Create customized forms in Octopus Wiki, as well as the Site section. 

Octopus forms | Minimum site level required

By adding a Site field to a form, you can now specify the minimum level required when the requester completes the request.

For example, if your site structure is like this:

  • Building at 1550 Metcalfe
    • 1st Floor
      • Office 100
      • Office 110
      • Office 120
    • 2nd Floor
      • Office 200
      • Office 210
      • Office 220

You can add a Site type field to your form called "Floor or Office affected" and indicate that the minimum level is 2. This way the requester will need to specify a floor or more in the request.

For more information on this new option, see the Site section from the Create customized forms in Octopus Wiki.

Incident templates and SR types are now available based on the request's site

This modification affects only customers that filter incident templates and SR types according to the site. 

When a requester selects a site or a user from a different site, the system will load the list of requests available for the new site or the other user's site. 

This change is subtle, but allows to support new scenarios even when there are request restrictions by site:

  • A requester "visiting" another site can submit a request specific to this site. 
  • A requester can submit a request for a user from another site. 

For more information, see the How Octopus handles site restriction? section of the Site Management Wiki. 

DataImporter | CI imports now supports the RetirementDate field

For more information on CI imports, consult our DataImporter - Import CIs Wiki. 

Tasks | Can be assigned in a batch

You can now select multiple tasks in a list and use the Assign action to assign them in a single step.

See the How to assign in a batch? FAQ for more information. 


Approval tasks | Configuration of acceptable responses by email

It is now possible to control the valid responses to approve or reject an approval request response received by email. For example, it is possible to configure "OK" as a valid approval response.

Contact us if you want to change the standard response configuration (yes, no, yes, no).

DataImporter | User imports supports the DelegatesApprovalsTo field

To find out more on user imports, see the DataImporter - Import Users Wiki.

Permissions | Finer control over permitted operations for suppliers and contracts

Octopus now offers more control over the permissions related to suppliers, contacts, and contracts.

The permissions are:

  • Create and modify a supplier.
  • Delete and merge a supplier.
  • Create and modify a contact.
  • Delete a contact.
  • Create and modify a service contract.
  • Delete a service contract.
  • Create and modify a lease contract.
  • Delete a lease contract.

See the Permissions section of the Role Management Wiki, to see the complete list of Octopus permissions.

Planned requests | Graph to compare the Planned versus the Completed

The new Planned request cumulative realization graph allows comparing what was Planned versus what was Completed.

In addition, the graph can be viewed by Effort or by Number of requests.

To find out more about planned requests, see the Planned Request Management article or more precisely the section on the Planned request cumulative realization graph. 


Tasks | Reminders in tasks

In addition to incidents and SR, you can now create reminders with tasks. For more information, see the Reminders Management Wiki.


Web forms | Procedure type form

You can now create procedure type forms in incident templates and SR types without the submit button in the form.

Here is an example of what you would use it for:

  • Problem: Let's say you have an IT team and a Telephony team and your users keep submitting telephony requests to the wrong team, using the Any other issue template.
  • Solution: From the IT team you create a template called Telephony problem and you write this text in the template:

"This type of request is managed by the Telephony team, please select this service in the previous dropdown list".

This way, the users will know which procedure to follow.

This works automatically. If a template contains only Header or Comment type fields, without any field that could be entered by the user, then the form will not show the Submit button and will automatically go into a Procedure type.

DataImporter | CI import allows adding the responsible Group

You can now import the responsible Group for a CI. Consult the DataImporter - Import CIs Wiki for the complete documentation about importing CIs.  

DataImporter | Incident/SR update

You can now update incidents/SR with DataImporter. Consult the DataImporter - Import Requests Wiki for the complete documentation about importing incidents/SR. 


Notifications by list | New option My pending notifications 

We have added a new option to allow you to review the list notifications that you did not have time to consult. To access it, go to File > My pending notifications. We also added a button to confirm that one or more notifications have been read. This will give you better control over your list notifications.

To find out more, consult the Notifications Wiki. 

Sites and departments| New note field

A Note field has been added to the department and site reference data to add information, such as who is responsible for a department or who to contact in case of site emergency.

The Note field can be added as a list column to consult the information or use it as a search criteria.


Planned requests | Improvement of the distribution of planned efforts

We added a new column to the planned maintenance workload graph called Completed (planned) that allows to see the efforts that had been planned once the planned request had been completed. 

To find out more about planned requests in Octopus, see our Planned Request Management article, more precisely the Planned efforts breakdown section.


DataImporter | Improvements to the import of attachments

DataImporter now allows to import attachments for users, service and lease contracts, planned requests as well as suppliers / manufacturers. In addition, the attachments can be sent to the proper folders on your network as well as on our servers if required.  

The DataImporter documentation will be revised soon to include these new instructions. Contact us for more information on these types of imports. 


Role Management | New permission Approve a task 

The Approve a task permission was created to allow an Octopus user to manually approve an approval task in the name of another user. An Octopus user without this permission cannot approve a task assigned to another person, but can still approve one assigned to himself. 

See the Role Management Wiki for more information or consult the list of permissions.


Bug fixes and performance improvement

This version does not contain any new visible features.


Multiteam collaboration | Now available

The multiteam collaboration is finally here!

The multiteam collaboration allows to share tasks of many request types with one or more teams (IT, Biomedical engineering, Building maintenance, etc.). With this feature, request duplications will be reduced and provide the end user a simplified experience when their request affects multiple teams.

With this collaboration between teams, the terms Owning team and Collaborating team will now be part of the Octopus vocabulary. The owning team owns the whole service request and delegates tasks to the collaborating team(s). The collaborating team(s) will therefore be assigned one or more tasks to be processed. 

To find out more about the possibilities offered by the multiteam collaboration:

Planned requests | Distribution of planned efforts

A new graph now offers the possibility to visualize your planned maintenance workload. This allows to quickly see the busy periods and effectively reassign maintenances towards periods with more free time. 

To find out more about planned requests in Octopus, see our Planned Request Management article, more precisely the Planned efforts breakdown section. 

Departments | No sub-department limit

As with sites, departments are no longer limited to two levels. You can now add as many sub-levels as required to properly represent your organizational structure. 

DataImporter | Improvement to the import of CI types

DataImporter now allows importing relationships, attributes, categories and the icon of a CI type. The information related to this type of import will soon be added to the DataImporter article. 

For more information on these new import types, communicate with our Service Desk.  

Incident | Site derivation is now based on the user

The site related to the request (Incident/SR) is now based on the user instead of the requester. This is required to properly reflect the location where the work is done, which is in fact the user's site. 

However, requests filtered by site stay linked to the requester's site as well as the restrictions by user group, since these restrictions are a form of permission related to the authorized requester. 

Web Portal | Allows to add an activity to a specific task

Some service requests have a workflow that involves a close collaboration with the requester. In such cases, the requester knows the workflow well and must provide additional information required for the execution of some tasks. 

In an SR type, you can now check the Allow adding specific activities to a task option. Once this option has been activated, and the task is Visible on the Web Portal, when a user adds an activity from the Web Portal, he can select the task in which to add his activity. 

The Allow adding specific activities to a task option is available from the Web Portal tab of the SR type from which you want to collaborate with the requester. 

You can access it from Tools > Reference Data Management > Service request > Types

On the Web Portal, the requester can select to add the message to the service request, or to a specific task in the workflow. 

User module | Group change history in the user file

All changes related to adding or removing an Octopus user from a group will now be recorded in the user's history. 

Notification task | Recipient can be selected between two supervisors

A new type of recipient is available in the notification tasks either the Querent's supervisor or the User's supervisor

Please note that for service requests in process, the two options will be available only if the requester and the user are different. 


Help us improve our articles

Help us improve our articles