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Highlights

Control integration access within a workspace

You can now lock down sensitive integrations, such as production AWS or Okta, so that only workflows in specific packages can use them. Only the people on a package’s access list can publish changes to those workflows. Create a package in Settings → Packages and add the people who can publish to it. Then, on the integration’s Settings tab, choose Only workflows in these packages. A preview shows which workflows would lose access, so you can move them into the package first. Integration access scoping is opt-in. Every workflow starts in its team’s Default package and every integration starts open, so nothing changes until someone with the Manage Integration Access permission restricts a connection. For example, restrict your production AWS connection to an Infrastructure package so that your platform team can build workflows that can act on it.

Create custom task types

By default, tasks are built-in ticket types. Now, you can create custom task types with their specific status lifecycle and fields. Each task type can be a child of specific parent ticket types. When you add a task to a ticket, select from the custom task types allowed under that ticket type. For example, a security team adds a Remediation custom task type that can only be a child ticket of incidents and problems.
Remediation custom task type page listing the ticket types its tasks can be a child ticket of, above its Lifecycle, Fields, and Priorities tabs
Set them up in Team Settings → Ticket Types → Task, which now lists Task and your custom task types under Task types. The built-in Task type’s fields and priorities moved there too: select Task in that list to edit them. See Task types.

Add custom task statuses

Tasks are no longer limited to a fixed set of statuses. Add your own and edit them in Team Settings → Ticket Types → Task, the same way as for requests and incidents. Tasks of the built-in Task type can use every task status, and each custom task type picks the ones it moves through. For example, add a “Waiting on vendor” status so tasks blocked on a third party stand out from tasks in progress.
Task ticket type settings with the Statuses card and its Add Status button above the Task types list
See Task statuses.

Sync SharePoint site pages as knowledge

Serval can now sync a SharePoint site’s pages as knowledge, not only its document libraries. In Knowledge → Manage Sources → Choose items to sync → Choose SharePoint paths, open a site and select Site Pages to include its modern pages. Serval reads each published page’s text through Microsoft Graph and keeps the original page URL for citations. Serval also now ingests Markdown and plain-text files from SharePoint. See SharePoint site pages.

Workflows

Ticket-created events carry the original channel Workflows that trigger on a new ticket now receive the channel the ticket came in on, so a workflow can branch on how a request arrived, such as email, Slack, or Microsoft Teams.

Tickets

Sort ticket lists by SLA You can now sort a ticket list by its SLA columns. Click an SLA column header in a team ticket list to sort tickets by how soon they breach, so the most urgent work rises to the top. Enable the columns you want from the SLAs heading in the Display menu’s column picker. See Filter and sort tickets. Run an SLA action at breach The SLA action timing menu now has an At breach preset, so an escalation or notification can fire exactly when an SLA target is missed, with no offset to set. Consecutive access requests group into one card When a ticket thread has several access requests in a row, Serval now shows them as a single batch card. Each request keeps its own approval and actions, and a one-request card opens straight to its access decision. See assignment rules as a flow diagram Assignment rules now have a read-only Tree view next to the editable List. The Tree shows how a ticket moves through the rules and combines neighboring rules into shared decisions, so you can follow the routing top to bottom. Incidents and changes no longer use a due date Incidents and major incidents no longer show a due date. Their urgency comes from priority and SLA. Changes are scheduled by their change window instead. Pick impacted items from a filterable dialog When you add the items a ticket impacts, you can now choose them in a filterable, multi-select dialog instead of picking one type and then one item at a time. Filter by item type and by that type’s fields, select several at once, and add them together. Request feedback in Microsoft Teams When your team collects feedback on resolved requests, Serval now asks for it in Microsoft Teams as well, with an optional comment, matching how it already works in other channels.

Databases

Color-coded table cells in dashboards Table widgets on a dashboard now fill each cell with the color of its value. When a status, priority, or other categorical field has colors defined, every matching cell shows that value’s color, so a table reads at a glance the way a chart does. Numeric cells stay unfilled.

Integrations

New native integrations Serval adds native connectors for Azure DevOps and OpenAI Admin, plus Dynatrace, Matrix42, and Resilio in beta. Figma plan access tokens Figma connections can now authenticate with a plan access token, and the OAuth app no longer requests organization scopes. See Figma. Search base fields for Active Directory and LDAP The connection form now has user and group search base fields, so you can point discovery at the directory subtrees you use. See Active Directory (on-prem).