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.
September 30th
Neodeluxe Automation
Create Item Button – Incorrect Field Syntax Validation: Resolved an issue where entering a field value with invalid syntax (e.g., missing a { in {{...}}) showed a false success message. The configuration now validates syntax properly before saving, preventing silent failures in Dynamo.
Collection Calendar – Multiple Appointments per Item: The Collection Calendar now supports generating multiple appointments from a single collection item, providing greater scheduling flexibility.
September 29th
Neodeluxe Portal
New Operators In and Not In: Two new operators, In and Not In, were added for text and dropdown field types in Flows. These operators allow users to validate multiple values at once without creating separate criteria for each value. Dropdowns now support multi-selection with chips, while text fields allow typing multiple values as chips.
Premium Tenants: Parent tenant admins in premium tenants can now create and manage child tenants directly from the portal. A new Child Tenants tab is available under Company Details, allowing admins to:
- View a list of existing child tenants with details such as name, subdomain, creation date, creator, and actions.
- Create new child tenants by entering the company and super admin details.
- Edit child tenant information.
- Switch between tenants using the built-in multitenancy option.
September 25th
Advanced Task Management
Manual Task Redirection: Fixed an issue where users accessing the Manual Task tab in the Chrome Extension were incorrectly redirected to the Current Tasks tab instead of the Unassigned Task list for the related queue.
September 23rd
Project Sync
Project Sync – Document URL Sync: Fixed an issue where document URLs were not syncing correctly for File Attachment and File Attachment List fields, which impacted Forms and Collections. The processing of these two field types is now handled separately to ensure accurate synchronization.
Process Studio
Unified ID Handling for “Get Collection Item” and “Get Task.” Both actions now support retrieving items by either Native ID or Partner ID through a single input field.
- Use Native ID directly (e.g., 12345)
- Use Partner ID with @ prefix (e.g., @abc123)
- Helper text has been added in the configuration panel to guide usage.
- Get Collection Item retains the Raise Error toggle for better error handling.
- Outputs now include both the resolved item_id / task_id and, when available, the partner_id.
Advanced Task Management
“My Metrics” – Staff User Task Performance View: A new My Metrics section is now available in the Neodeluxe Sidebar (Chrome Extension) under Task Resolution. This feature allows staff members to track their own task activity and performance over time.
Key capabilities include:
- Time Range Filters: View metrics by Daily, Weekly, Monthly, or a Custom Date Range.
- Performance Insights: See your average task resolution time, number of tasks assigned, tasks resolved, tasks snoozed to you, and tasks snoozed back to the queue.
- Clear Filters Option: Easily reset filters to the default view.
Sidebar Notifications: Task update messages in the Neodeluxe Sidebar are now clearer and consistent across all actions (assign, close, reopen, snooze, resolve, etc.). The latest 6 notifications are displayed with scrolling for older updates, and the layout has been improved for readability.
Assigned User Column UI: The User Status column has been removed. The Assign Task button now appears directly beside the user’s name, with color indicators for online (green), offline (red), and busy (gray).
September 22nd
Fact Link
Fact Index – Sorting by Fact Date: A request to add sorting by Fact Date in the Fact Index was reviewed but is no longer needed. Sorting remains available in the Document and Fact views.
Preserved Folders & UI Enhancements: The system now remembers each user’s folder list setup (open/closed state and expanded folders) in Fact Link. The folder list also uses space more efficiently for improved readability.
Preserved Number of Rows: Fact Link now remembers the number of rows you select in grids (Package Content, Fact Index, and others), so your preferred view is automatically applied when you return.
Always-Visible Horizontal Scrollbar: In Fact Link (Fact Index, Packages, and all tables), the horizontal scrollbar is now always visible, making it easier to scroll through content without needing to move to the bottom of the page first.
Persisted Column Sorting: Fact Link now remembers your column sorting preferences in the Package List, Fact Index, and Setup. Your chosen sort order is automatically restored when you return, saving time and clicks.
Neodeluxe
ATM Forms – Person Field Display: Resolved an issue where Person Field names were not showing correctly in form descriptions. The field name now matches the Filevine configuration.
Recurring Messages in Flows - Portal admins can now set recurring messages in Flow criteria, including flexible start options, repeat intervals, and end rules. This makes it easier to automate ongoing communication while keeping full control of timing.
September 15th
Advanced Task Management
CSV Loader for Bulk Task Creation: Admins and Managers can now upload tasks in bulk using a CSV file directly from the Task List View. The new Bulk Task Creation tab allows you to:
- Upload a CSV file tied to a specific queue (Criteria or Manual).
- Download dynamic CSV templates that adapt to the project type (Project/Form or Collection).
- Track progress with real-time statuses: In Progress, Partially Completed, Completed, Failed.
- Download a Failed Project IDs CSV with detailed reasons for any rejected rows.
- Prevent simultaneous uploads—only one bulk upload can run at a time.
“Add Project in ATM” Button for Single Task Creation: Users creating single tasks in the Neodeluxe Sidebar can now add a Filevine project directly into ATM from the Filevine Project dropdown. A new Add Project to ATM option opens a modal where users can enter a numeric Project ID. Once validated, the project is added and becomes searchable in the dropdown. Invalid IDs return a clear “The project could not be found” message.
Incorrect Display of Task Action Icons in Chrome Extension: Fixed an issue where action buttons (Resolve, Snooze, etc.) were incorrectly enabled for Upcoming Tasks in the Chrome Extension. Now, only the Current Task displays the open-in-browser icon and allows task actions, while Upcoming Tasks remain view-only.
Process Studio
Update Document Metadata Action: Process Studio now includes the Update Document Metadata action for Filevine. This action allows users to update document metadata directly within their workflows. It has been designed with consistent UX patterns, full input/output validation, and clear error handling to ensure reliability across the platform.
Map List to String – Datapoint Support: The Map List to String action now supports datapoint inputs for the data list field. Instead of being limited to static values, users can dynamically map datapoints, making this action consistent with other process actions.
Folder Path – Data Point Support: The Folder Path field in the Get Folder Path action now supports dynamic data points in addition to static values. This ensures flexibility while maintaining backward compatibility with existing automations.
Feature Flags – Duplicate Action Names: Resolved an issue where feature flag enforcement only locked the remove_task action, while create_task remained available.
Contact Triggers – Validation Failure on Save: Fixed an issue where contact triggers failed to save when using filters on legacy.firstName. Now, the filter correctly maps to the retrieved schema, and validation succeeds when using valid contact filters.
Data Warehouse
Audit – Refactor to Support Long Reports: Extended the audit refactor to fully support long tables and queries for values, in addition to IDs. This update ensures that both IDs and values are properly audited when handling large reports. Testing will confirm that ID auditing continues to function as expected.
Audit – Remake Dynamo ShOrgID Config Context: The audit Dynamo configuration has been redesigned to be more understandable, aligned with SF and new requirements, and now includes a project-level on/off switch for the audit process.
- Simplified config keys for clarity.
- Exclusive logic between id and values to prevent conflicts.
- Added conditions for missing and extra handling, with hydration and removal tied to audit flags.
- Email notifications now adapt to audit-only or hydrate/delete scenarios.
Dynamo Configuration – Global Update: The Dynamo settings structure has been updated across all client environments to ensure consistency and alignment with the latest configuration standards.
Nightly Hydration – Exception Handling Limit: A configurable execution limit has been added to the Nightly Hydration process. When the process reaches the threshold (default: 3000 executions), it now stops immediately, triggers the exception path, logs detailed information, and sends an alert to Coralogix.
Fact Link
Tags Disappearing After Returning from Document Viewer: Fixed an issue where search tags in the Fact Index were cleared when returning from the Document Viewer. Tags now persist correctly, and filtered facts remain visible.
Comment Field Cut Off After Multiple Comments: Resolved an issue where the Fact Note comment field was cut off when more than two comments were added. The field now displays fully, ensuring all comments are visible.
Neodeluxe Automation
Auto-Patch Bot on Project Creation – FieldSync: A new bot now auto-initializes the Vineportal section when a project is created, ensuring the Incident Date field is correctly linked to project metadata and preventing data loss.
Support Spaces and Special Characters in File Names – Scan to Project: The Scan to Project bot now properly URL-encodes file names, ensuring documents with spaces or special characters are processed without errors.
September 10th
Fact Link
Show Project Type in Packages: The Package List and Package Details now display a new Project Type column and field, making it easy to identify case types at a glance. Project Type is also recognized when creating new packages.
September 08th
Fact Link
Admin Access to Report Details: Report admins can now click report names directly in the Reports grid to view report details—no extra navigation needed. Access is only available once a report has been successfully created.
New Conditional Operators in Portal Forms: Portal + ATM forms now support additional operators—not equals, contains, and does not contain—to give users more flexibility when configuring conditional logic. Operators appear dynamically based on the selected field type.
Process Studio
Support for Updating Partner IDs: We now support Filevine’s Update Partner ID API endpoint, allowing partner IDs to be updated for all Filevine-supported objects (e.g., Projects, Contacts, Documents, Deadlines, Invoices, etc.).
Users can configure the action by selecting:
- Filevine object type
- Filevine native ID
- New Partner ID
Only the partner ID of the selected item is updated.
Missing Translations Fixed
- Foundation AI: Added missing translation for events.document_processed (Trigger Creation > Event).
- Formstack: Added missing translation for apps.formstack (Right Side Menu / App Config Panel).
Trigger Label Correction: Fixed label for task filter isLoaded – previously displayed as "Is _", now correctly shows as "Is Loaded".
Conditional Step – Project ID Type Mismatch: Resolved an issue where conditional steps comparing project_id failed due to a type mismatch (string vs. number). The condition now correctly infers the data type of the first value, ensuring project-specific conditions validate as expected.
Executions Tab – Project ID Search Error: Fixed an issue where entering a string in the Project ID search bar caused a “Something went wrong” error. The system now returns a clear message when no results are found, without triggering unexpected errors.
Process Publishing – Chained Finally Nodes: Resolved an issue where publishing failed when chaining Finally → Finally nodes with additional downstream actions. The system now correctly validates node structure, allowing processes with chained Finally nodes and intermediate steps to publish without errors.
App List – Misplaced Action: Fixed an issue where the “Update Custom Contact” action from Filevine appeared under the Foundation AI category in the App List selector. The action now correctly displays under the Filevine category.
Insert Items – Date Field Validation: Fixed an issue where date fields in the “Insert Items” action displayed as plain input fields, causing values to be sent as strings instead of dates. This resulted in node validation errors. A proper date selector is now available, ensuring correct formatting and validation.
Advanced Task Management
Scheduled Tasks: Users can now resolve Scheduled Tasks directly from the Scheduled Tasks tab. This includes the ability to view the Scheduled Date, resolve tasks through a dedicated modal with mandatory resolution details, and transition resolved tasks into Regular Tasks. Additional updates include role-based access to Queue Names, removal of the Notes section, and exclusion of Assigned Date for tasks that originated as scheduled.
Real-Time Synchronization Across Chrome Extension Tabs: The Neodeluxe Sidebar now supports real-time synchronization across multiple Chrome tabs. Any update or registration performed in one tab is instantly reflected.
Filter Queues by Selected Filevine Project in Manual Triggers (Webapp & Chrome Extension): Manual Triggers now display only the queues that belong to the Filevine project selected in the “Filevine’s project” dropdown. This ensures users can only trigger queues relevant to the chosen project, avoiding confusion and preventing actions on unrelated queues.
Manual Triggers – Projects Not Properly Filtered with Partial Inputs: Resolved an issue where entering partial inputs in the “Filevine’s project” field did not properly filter results. The project list now filters correctly as the user types.
Manual Triggers – “Add Project to ATM” Button Missing in Webapp Dropdown: Resolved an issue where the “Add Project to ATM” button was not displayed at the top of the “Filevine project” dropdown in the Manual Triggers tab. The button now appears correctly for users with admin permissions.
Manual Triggers – Project Not Added to List After Manual Addition: Resolved an issue where projects manually added through the “Add Project to ATM” option did not appear in the Filevine project dropdown. Manually added projects now display correctly and are available for selection.
Manual Triggers – Duplicated Projects in Dropdown: Resolved an issue where Filevine projects were displayed multiple times in the Manual Triggers dropdown. The dropdown now correctly lists each project only once.
September 01st
Advance Task Management
Enhancement Implemented: Websockets Sidebar Notifications – Frontend Notification Styles
Implemented sidebar notifications with clickable task names, a close button, and consolidated task updates. Users can now:
- Click a task name in a notification to open its task card.
- Dismiss notifications with a close button.
- View all task updates in the Task Manager, displayed in chronological order.
Manual Triggers CE – “Something Went Wrong” Error on Online Button: Resolved an issue in the Chrome Extension where clicking the Online button in the Task Resolution section displayed a “Something went wrong” error and prevented the status change. The Online button now works as expected, correctly updating the user’s status and reflecting availability in the Task Resolution section.
Fact Link
Horizontal Scroll Bar on Grids – Always Visible: Improved usability by ensuring the horizontal scrollbar in Fact Link grids is always accessible without requiring users to scroll to the bottom of the page. The scrollbar now remains visible as users navigate wide content, providing a more intuitive and responsive experience.
Support Special Characters in Tags and Document Types: Enhanced the system to support special characters in both tag names and document type names, ensuring greater flexibility and alignment with user needs.
Fact Index – Column Sorting in Package Content: Resolved an issue where sorting by column headers in the Fact Index tab of a package did not work properly. Sorting now functions correctly across all columns.