These release notes summarize the new features, latest updates, and bug fixes from the past 30 days. For a complete list of product-specific changes, please visit our Help Center for detailed information.
October 1st
Process Studio
Project Deadlines and Deadline Chains – New Automation Support: Added full support for project deadlines and deadline chains within automations. Users can now create, update, delete, and retrieve both deadlines and deadline chains directly through Filevine-connected workflows. This enhancement enables advanced scheduling, dependency handling, and better control over time-sensitive processes.
New actions available in your connected apps:
- Create Project Deadline
- Update Project Deadline
- Delete Project Deadline
- Get Project Deadline
- Get Project Deadline List
- Create Project Deadline Chain
- Get Project Deadline Chain
- Update Project Deadline Chain
- Update Project Deadline Chain Date
- Delete Project Deadline Chain
- Get Project Deadline Chain List
- Get Deadline Chain Types
October 6th
Neodeluxe Portal
Phase Tracker – Error When Saving Phase Categories: Fixed an issue where attempting to save Phase Categories under the Phase Tracker with progress steps triggered an error message. The Phase Categories can now be saved successfully under both tracker types.
Premium Tenants – Self-Service Child Tenant Creation: Added a new Child Tenants tab under Company Details for parent tenant admins in premium tenants. This enhancement allows admins to independently create and manage child tenants directly from the Neodeluxe Portal, improving visibility and multitenancy control.
Key capabilities include:
- New Child Tenants tab: Displays existing child tenants with details such as Name, Subdomain, Created Date, Created By, and available Actions.
- Create Child Tenant: Parent admins can create new child tenants by entering company and super-admin information. Created tenants automatically inherit the parent’s license and available products.
- Edit Child Tenant: Admins can edit company details with confirmation and synchronization across both parent and child tenants.
- Switch Tenant: Added quick access to switch between parent and child tenants using the existing multitenancy logic.
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Retroactive Listing: Previously existing child tenants are automatically listed.
Data Warehouse
Nightly Hydration – Event-Driven Migration: The nightly hydration process has been migrated from a scheduler-based system reliant on the Filevine API to an event-driven model. Hydration is now triggered via AWS EventBridge, pulling reports directly from the customer’s S3 bucket. This change increases reliability, reduces API dependency, and improves overall system scalability.
Fact Link
PDF Export – Missing facts beyond first page: Fixed an issue where exporting a PDF document containing a large number of facts resulted in only the first page of the Facts Table being rendered. The export process now correctly includes all facts across multiple pages, ensuring complete data visibility in the consolidated list.
Fact Manager – Incorrect fact name display: Fixed an issue where edited fact names were not displaying correctly or saving as expected. Fact names now update and display consistently across both the fact list and detail views after editing.
Fact Manager – expand/collapse functionality: Fixed an issue where clicking the Up or Down arrow icons in the Fact component did not expand or collapse the section as intended. The Fact section now responds correctly, smoothly expanding or collapsing to display or hide content with proper visual feedback.
Highlighted text not updating after editing: Fixed an issue where highlighted text within a Fact did not refresh after editing. The Fact content now updates correctly, ensuring both the text and its highlights remain consistent and accurately displayed after saving changes.
Incorrect column sorting in all packages table: Resolved an issue in Fact Link > All Packages where numeric, date, and string columns were sorted incorrectly due to string-based comparison. Sorting logic now correctly handles each data type—numbers sort by full value, dates chronologically, and text alphabetically—ensuring accurate and reliable table organization.
Package search now supports special characters: Fixed an issue in Fact Link where the package search bar failed to return results for names containing special characters. The search functionality now fully supports symbols such as (|°!"#$%&/=?¡¿'´¨+*}]{[-_.:,;), ensuring accurate results for all valid package names.
Fact name deletion issue in search bar: Resolved an issue in Fact Link where Fact names containing multiple consecutive spaces could not be fully deleted from the search bar. Users can now clear or edit search entries normally, regardless of spacing within the Fact name.
Package Documents – Collapsible “Upload Documents” Section: The section is now collapsed by default, allowing users to expand it only when needed. This improvement helps streamline the interface and saves workspace for Fact Link users who manage multiple document uploads.
Package Comments – Collapsible Comments Drawer: The drawer is now collapsed, allowing users to expand it when needed. This update improves workspace visibility and creates a cleaner, more focused interface for Fact Link users.
Fact Index – “Go to Fact” Enhancement: Users can now navigate more efficiently from the Fact Index to individual facts. When selecting “Go to Fact,” the system automatically redirects to the corresponding Fact page and filters the Fact Notes to display only the selected fact.
If users clear the filter or remove the Fact Name chip, the full Fact Notes list reappears, automatically scrolling to the previously viewed fact for smoother navigation.
Process Studio
ATM Trigger Webhooks: Process Studio now supports webhook-based triggers from the Advanced Task Management (ATM) system, enabling automation workflows to respond dynamically to task events.
Users can now configure triggers for the following ATM events:
- Task Created
- Task Resolved
- Task Closed
- Task Snoozed
- Task Escalated
- Task Note Added
Each event type can be selected in the trigger creation UI, with contextual filters available for specific actions. For example, Task Resolved triggers support filtering by resolution code, category, or resolver, while Task Snoozed triggers support filtering by queue or user.
ATM: Get Tasks Action: A new Get Tasks action has been added to Process Studio’s Advanced Task Management (ATM) integration. This action allows users to retrieve all tasks from a specified queue and use that data within their automation workflows.
When configured, the action connects to the ATM, fetches all tasks from the selected queue, and returns them in a structured output. Each task includes key information such as:
- Task ID
- Title
- Description
- Status
- Assigned To
- Due Date
- Created Date
Added Missing Outputs to Filevine Tasks: Additional task fields were added to Filevine Task triggers and actions to support downstream automations. New outputs include target_date, completed_date, completer_id, and assignee_id. These are now available across key Task events like task_created, task_updated, and assign_task. Unused outputs were removed from unassign_task. No frontend changes were required.
October 8th
Data Warehouse
Several audit and query stability issues were resolved:
- Audit for Notes: Fixed a crash caused by non-integer primary keys during prepareReportBatchIds by adding safe parsing and validation.
- Audit Logging Format: Enhanced error logs to include shOrgId for improved traceability in Coralogix.
- Query Length Handling: Improved query-splitting logic to reliably support queries exceeding 65,000 characters.
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Audit Email Triggers: Fixed issue where audit emails were not sent based on client configurations. Email logic now respects each client’s audit settings.