april 2026 release notes

  • Updated

These release notes summarize the new features, latest updates, and bug fixes from this month in Neostella platform. 

For detailed information of product-specific changes, please visit our Help Center articles.

april 27th to 30th

adoption

Filters and Sorting to Mappings
Users can quickly locate specific mappings using filters and sorting options.
Allow Mapping of Project Type in Dropdown Fields to Define Target Object Type
Users can create records under the correct object type based on dropdown values from the source.
Special Fields Into Multiple Target Objects
Users can distribute special field values across multiple related records simultaneously.
Allow to Select Multiple Fields at Once on the Mapping Canvas
Users can now select multiple fields at once when building mappings instead of adding them one by one.
Adding Transformation Nodes Between Connected Field Lines
Users can now insert transformation nodes between already-connected fields without deleting existing connections.
Allow Source Field to Define Target Object Type
Users can now use source data to automatically define the correct object type during import.
Value Alignment — Automatically Detecting Similar Dropdowns:
Users can automatically match dropdown and multi-select values between source and target without manual comparison.
View Info in Executions Grid — History Visibility
Users can view and track all past executions, including status, records processed, and execution details.
Endpoint Schema Delete Process
An endpoint that allows resetting a tenant's schema when major structural changes are required.
Centralized Tracking for Provisioning
Full visibility into the provisioning process from start to finish, including which services ran, failed, or were skipped.
Internal
Add Retry Mechanism and Logging to create custom objects and fields — This update includes internal improvements that do not impact the user experience.
Internal
QA | Tenant Schema Reset | Missing Tenant Name or Domain Confirmation in Reset Endpoint Request Body — This update includes internal improvements that do not impact the user experience.
QA | Forms | Object Not Found When Creating a Form After Tenant Schema Reset.
Missing Fields Detected for CCK.

 

automations

HTML Body Builder Action
Introduced a new HTML Body Builder action for the automation builder, enabling users to generate structured HTML content. Users can define headers and map them to data fields to produce formatted outputs (e.g., tables or sections), which can be used in downstream actions like Send Email for more dynamic and structured communications.
Send Email Action Node with Rich Text Editor
Introduced a new Send Email action for the automation builder, allowing users to trigger emails directly within Automations. The action leverages the existing communications email component, including a rich text editor for composing messages, and supports full email configuration.
Rich Text Data Type
Added a new Rich Text data type for node configuration inputs in the automation canvas. Users can format content (e.g., bold, lists, structured text) directly within fields.
Confido Disbursement Action
New automation action to trigger disbursements through Confido.
Lexamica Integration — Send Case Action
New automation action to send cases to Lexamica via HTTP POST and store the resulting case ID.
LawPro Integration — Create Case Action with OAuth2 Support
New automation action to create cases in LawPro with OAuth2 authentication.
Formstack Claude Action
New automation action for Formstack integration using Claude.

List Actions
New list-processing actions added to improve data handling in automations:

  • Get Elements from JSON List — Extract data from JSON arrays.
  • Get Item by Index — Retrieve a list item by position.
  • Map List to String — Convert a list into a formatted string.
  • Add Item to List — Append items dynamically.
[MoveDocs] Map Neostella URL Fields to Text Datatype with URL Validation Constraint
URL fields in MoveDocs are now mapped to the Text datatype with a URL validation constraint.
Allow Amount field to receive numeric input and convert to dollars.
Phone and Email fields (Lexamica) do not support 'text' data type — only 'phone' and 'email' respectively.
Execution stays in Started status when the Project ID is a dynamic input and the value does not exist.
Email and Body fields do not support existing dynamic values.
Dynamic inputs in Merge Document action do not support data types other than string.
Node editor breaks when user selects Input or Null as data origin.
Dynamic JSON input (Payload) is overlaid from one action to another when two system object create actions are on the canvas.
Payload section of an action is not updated when a new field is added to the System Object schema.
Add Item to List | Boolean type insertion adds a list instead of a single element.
Add Item to List | Insertion at position 0 appends the element at the end instead of prepending.
Get Item By Index and Add Item to List | Float indices are silently truncated toward zero.
Get Item By Index and Add Item to List | Unclear error message for out-of-range indices.
Get Item By Index | Negative indices return elements starting from the end of the list.
Get Elements from JSON List | Action fails with unclear error on malformed JSON structures or invalid keys.
Get Elements from JSON List | Action does not support data types other than String.

communications

Calendar: Event Types with Colors and Filter
Users can organize and find events by selecting color-coded event types, filter what is shown on the calendar, quickly show or hide all events, assign types when creating events, and keep filter preferences as they navigate.
Calendar
Location and Project Context with Rules: Users can assign a location and relevant contacts to events, with contact options automatically tailored to the selected project. If no project is chosen, users can access all their contacts. Locations are selected from organization contacts, and project context can be prefilled to streamline event creation.
Inbound Attachments with Nylas
Users can view attachments from inbound emails received through Nylas directly within the Project email view and access them in the Documents module, improving file visibility, organization, and ensuring a centralized source of truth for project-related documents.
Inbound Attachments via SendGrid (Max 1 MB)
Users can view attachments (up to 1 MB) from inbound emails within the Project email view and access them in the Documents module.
SMS: Tenant Setup with Twilio Connect
Twilio SMS is now set up, allowing firms to connect their account and phone number to send SMS messages to contacts.
Unified Messaging for Leads and Any Context
Unified messaging experience across Leads and other contexts, with a cleaner layout and consistent conversation view for easier communication and context tracking.
SMS Layout Improvements
Improved SMS experience with a clearer, more intuitive layout. Messages now open in a drawer, include better metadata visibility, cleaner bubble styling, and more organized date grouping for easier conversation tracking.
Replace Hardcoded SMS "From" Number with Backend-Provided Value
The SMS "From" number is now dynamically provided by the backend during message sending.
Calendar Section Collapsible (Including Filters):
The Calendar section, including its filters, is now collapsible.
Calendar Event Types | Events with a defined type and duration less than 24 hours are not visible on the calendar.
Calendar Location | Changes on location and event fields are not saved.
Calendar Location | Location is not displayed for all projects when linked organization is not shared across them.
Calendar Location | Events are not displayed on user calendar after creation.
SMS/Contacts | Conversation order breaks when a contact phone number is reverted to a previously used number.
Error 500 when accessing Messages submodule from a Lead in Intake. (Staging & Production)
SMS Threads | Date and message time use different timezones causing timeline inconsistency.
Events Not Visible in Dark Mode due to white text on white background.

 

core

Update Group Assignment Validation for "Partner" User Type
Removes the system restriction that previously limited "Partner" users to a single group type, allowing Partners to join External and Partner-Managed groups. This enables firm administrators to set up true cross-tenant and external collaboration teams.
Rule Builder UX Enhancements
Significantly improves the usability and stability of the Rule Builder tool. Dropdown menus now include smarter recommendations, visual formatting inconsistencies are fixed, and background error handling is strengthened — ensuring all configured rules are saved reliably and execute exactly as intended.
Tenant-Level Classification Settings
Firm administrators now have dedicated control to customize their data categories (such as Contact and Address types) directly within a new "Classification" module in the Control Center, decentralizing these settings from global to tenant level for full data isolation between tenants.
Redesigned Context Header Layout
Moved the header to the top of major record views (Projects, Contacts) to maximize screen space and create a cleaner, more consistent navigation experience across the platform.
Unified User and Contact Avatar
Linked User and Contact avatars to a single source of truth, eliminating visual inconsistencies and ensuring that updating an avatar anywhere reflects seamlessly across the entire platform.
View Permissions Per User (Non-contextual)
Introduced a centralized "Permissions" tab on user profiles that displays a user's fully calculated access levels, allowing administrators to instantly troubleshoot what a user can access and which permission set granted it.
Integration User Credentials Use Alphanumeric Characters Only
Updated Integration User credentials to strictly use alphanumeric characters (24–64 characters in length) to meet AWS standards, preventing connection and parsing errors.
All New Users Created in "Internal" User Pool
Consolidated all standard users into a single internal pool, reserving the external pool to isolate and secure future restricted roles such as Guests.
Cleanse Events Envelope Sent to Event Bus
Optimized the data payload for system events by removing outdated, duplicated, and unnecessary fields, creating a cleaner and more reliable data flow for downstream systems like automations and integrations.
Unauthorized users can deactivate groups due to missing is_deactivated permission check.
Organization Contact avatar is not stored or displayed after upload.
Intake — 400 error in contact/organization.
Missing descriptive error message for invalid Phone Field when creating an Office/Organization.

 

customization

Column Selector for Object Record Tables
Users can now customize which columns are displayed in object record tables, improving usability when navigating large datasets.
Archive and Delete Records via API
Users can archive and delete records through context and context-based objects via the API, enabling consistent record lifecycle management across all supported objects.
Object Type as a Standard Field
Object Type is now available as a standard field across all objects that use types, improving classification, filtering, reporting, and form logic.
Context Type as a Standard Field
Context Type is now available as a standard field across all objects within a context, enabling better classification, filtering, reporting, and context-aware automation throughout the platform.
URL Fields Clickable in All States
URL fields now behave as clickable links across all UI states, reducing friction when accessing external resources.
Improved View Configuration Usability
Auto-generates API names, adds loading skeletons for dynamic components, simplifies context type UI, and fixes duplicate exit warnings.
Standardized Field Label Display
Unified label alignment, replaced outlined inputs with the standard style, and ensured error messages are consistently displayed below fields across forms.
Production | Retrev | Fields within Project object and form missing from view when creating a test project.
Production | Lead object — Default 'client' relationship field issue.
QA — STG | Objects | Calculated fields allow adding list fields.
Production | Precedent | Custom object form selection resets after page refresh.
QA — STG | Projects | System does not allow saving changes when a mandatory field is located on a page other than the first.
Staging | Schema | Custom API Name Not Saved After Object Creation.
Staging | Form Builder | Double click required on "NO, KEEP EDITING" button.
QA | Views | Name and object filters are missing for the button component.
QA | Projects | Parent object types are selectable.
QA | Projects | Fields become empty after attempting to generate a document.
QA | Object | When a user deactivates an object, all associated forms must also be deactivated.

 

documents

PDF Form Builder — Enable Form Tab in PDF Web Viewer
Enabled the Form Tab in the PDF Web Viewer for PDF documents in Control Center so admins can view and interact with form fields.
PDF Form Builder — Add Form Fields to PDFs
Users can add form fields inside the PDF Viewer via drag-and-drop. Supported field types: Text Field, Free Text Field, Checkbox, Radio Button, List Box, and Combo Box.
PDF Form Builder — Context Selection for PDF Forms
Users can define a context for PDF Form Templates to associate them with the correct data sources, following the same behavior as the Word Add-in.
PDF Form Builder — Save Changes to PDF Forms
A Save action stores field placements (type, position, size) and field settings (data point mappings), so that when an admin returns to the template, the configuration is fully restored and editable.
PDF Form Builder — Fields List Panel
A Fields List panel displays all fields in a PDF (manually added or pre-existing in the original PDF), improving visibility and future editing capabilities.
Signature: Name as an Independent Field Type
Introduced "Name" as a new independent field type so users can require signers to input their name in specific parts of a document.
Signature: Initials as an Independent Field Type
Introduced "Initials" as a new field type in the signature experience, pre-populated when the user enters the signing page.
External Signer Credentials
Generates temporary credentials for external users who are required to sign a document.
Send Email to Request Signature with Sign Order
The backend sends email notifications to signers when a signing session is created, following the defined signing order, and only notifies the next signer after each signature is completed.
First User Fields Visible Immediately in Signing Session Setup
When setting the fields of a signing session, the first user now appears with available fields already shown, saving users an initial click.
Simplified Field Count in Signing Session Tracking
Field counts previously split by type are now displayed as a single total field count in the Details Panel, confirmation modals, and the Signing Page.
Document Type Field Added to Documents Collection
Added a document_type field to the documents collection, enabling structured classification while keeping it optional and flexible.
Field count totals displayed split by type instead of as a unified total. (multiple occurrences)
The "Enable Order" action is available when clicking on empty space.
Folder filters and document search are not working.
Tab switching does not populate the editor with the variable when returning.
"Add New Version" and "Replace Document" options missing in Details Panel for documents that do not support SharePoint or Working Sessions.

 

explore

Share Executions
Users can share executions with specific users and user groups.
Share Reports with User Groups
Users can share reports directly with user groups.
Quick Search: Redirect Leads to Intake Workspace
Users can be redirected to the intake workspace directly from the dropdown list in the search bar.
Email Notifications for Scheduled Reports
Users receive a notification whenever a scheduled report is executed.
Per-User Favorite for Shared Reports
When two users share the same report, each user can independently mark it as a favorite.
STAG: Object selection fix.
Wrong path for relationship fields.
Search bar hides objects that do not match the search input.
STG: Fix Form builder.
Insights module is not available across all tenants in the same environment.
Advanced search does not support datetime fields.
Exporting content from a tab often only exports headers. (CSV)

 

intake

Lead to Project Conversion Based on Configured Association 
The Lead-to-Project conversion is now fully driven by the Lead Type–to–Project Type association configured in the Control Center, eliminating manual decisions and ensuring every Project is created under the correct structure.
Permission Enforcement in Leads Workspace (Frontend)
All UI elements and user interactions within the Leads workspace are now fully aligned with the user permission model, ensuring users can only perform actions they are authorized for.
Tags not visible in Leads view.
Lead still allows editing actions after conversion to Project.

 

AI

Internal: New AI Service infrastructure set up in tejo-backend repository.

 

april 20th to 24th

adoption

Enable Mapping of Project Type
Users can now assign the correct project type during data import, ensuring records are created with the right structure in standard mapping.

Restructure Import UI
Users can now clearly separate mapping setup from execution tracking within the interface.

Select Mapping to Execute When Multiple Mappings Exist
Users can now choose which specific mapping to run when multiple mappings exist for the same scope.

Progress and Status Visualization in M&T
Users can now monitor import progress and status in real time after starting an execution.

Visual Confirmation for Conditional Node Saved
Users now receive a visual confirmation when a conditional setup is saved successfully.

Conditionals Pull Value Options in the UI
Users can now select values from dropdown lists when creating conditions instead of typing them manually.

Minor bug fixes and internal improvements around conditional splitting and adapter name concatenation.

automations

String Actions
New built-in text actions in the automation builder — Format Text, Slice Text, Split Text, and Strip Characters. These additions allow teams to clean, structure, and transform text directly within Automations, improving data consistency and speeding up automation setup.

Feature Flag for Third Parties Demo Actions
Enables controlled rollout of demo integrations with third-party systems via feature flag.

Hide Unsupported Mocked Actions and LookUp Tables
Unsupported mocked actions and lookup tables are now hidden from the Automations UI via feature flag to keep the interface clean.

Improved Error Messaging for External HTTP POST Action
Clearer error messages when external HTTP POST actions fail, making it easier to diagnose integration issues.

Fixed an issue where Datapoint input was referencing invalid node IDs.

communications

SMS: Contact Role (Relationships)
SMS contact selection now shows contact name, role/relationships with the case, and primary phone, email and type. Contacts without a primary phone number are grayed out at the bottom of the list.

Comms Quick Actions for Messages and SMS
Quick Actions allow users to quickly send SMS or access Messages directly from the navbar. Options are context-aware, showing project contacts when inside a project and all contacts when outside, helping users communicate faster with fewer clicks.

Unified SMS Threads by Contact
SMS conversations are unified by contact (not phone number), showing complete history across all numbers and using the primary number by default for outbound messages. When multiple contacts share the same phone number, all of them can see sent and received messages.

core

Tag Model Update
Updated the Tag model to support mutually exclusive types (Permission, Task, Regular) and removed legacy size fields. This ensures accurate API filtering and enables type-specific business logic.

Address Form Improvement
Upgraded the address form to dynamically support international formats. The component now automatically adjusts field labels, input types, and validation rules based on the selected country. Defaults to US; when a different country is selected, the other fields turn into a free-form to accept user input.

Permission Sets: Projects and Leads rules with stages
Expanded Permission Sets to support conditional rules based on Project and Lead stages or types. Administrators can now dynamically grant or restrict user access to records depending on their current lifecycle phase, enabling highly granular security controls.

Bulk Activate / Deactivate Organizations and Contacts
Introduced bulk activation and deactivation capabilities for Organizations and Contacts grids. Users can now select and update the status of multiple records simultaneously, streamlining contact management and significantly reducing manual effort.

SVix Webhooks – Realistic Payload Examples
Enhanced the Webhooks module to display realistic, descriptive payload examples instead of generic placeholders, providing system administrators with clear, accurate data structures when configuring and testing integrations.

Permission Scopes Enforcement
Resolved an enforcement issue where the 'OWN' and 'RELATED' permission scopes were failing to restrict user access. The system now correctly limits data visibility.

Fixed a 400 error occurring in contact/organization during Intake.

customization

Doc Gen Buttons with Custom Object and Target Templates
Users can now configure document generation buttons by selecting a custom object and associated templates, allowing flexible and reusable document creation across different forms and views.

Doc Gen Attachment Limit (5 Documents)
The Document Generation attachment component is now limited to a maximum of five documents, preventing additional uploads once the limit is reached and displaying validation errors when users attempt to exceed it.

Permission Wrapper on Schema / Forms Visual Components
Applied a permission wrapper to the form section to enforce access control, ensuring users only view and interact with data based on their assigned permissions.

Permission Wrapper on Schema / Data
Applied a permission wrapper to the Schema/Data sections to enforce access control, ensuring users only view and interact with data based on their assigned permissions.

Merge Field and Calculated Field Inputs
Special fields are no longer valid inputs for merge fields and calculated fields; the system now prevents that selection and correctly renders the format sent by the backend on merge fields.

Fixed issues where relationship fields could be edited despite locked limitations or lacking "any" permission on Projects.

Fixed missing data formatting on card, table, dropdown, radio button and number components in dynamic layouts.

Fixed an issue where Schema and Connections disappeared after navigating back and reopening an object.

Fixed duplicated field selections in View Builder card and table components.

Fixed various merge-field formatting issues (currency symbols, thousand separators, percentage, date format, large text display).

Fixed the inability to save views as drafts and unexpected behavior in panel fields on the forms builder.

Fixed DocGen CTA items overflowing outside the dropdown in Projects.

Fixed changes made in the Display tab that were not retained after saving.

documents

E-Signature: Signature Tab in PDF Docs
A dedicated Signature tab has been introduced in both the Details Panel and the Single Document Page. The tab is available exclusively for PDF files and is accessible regardless of where the document is being viewed from.

E-Signature: Start a Signing Session
Users can start a new signing session from the Signature Tab with a "Create Signing Session" button, transitioning the document into a signing state.

E-Signature: Select Registered and Unregistered Contacts to Sign
Users can add both existing registered users and unregistered contacts to the signing session.

E-Signature: Drag and Drop Signature, Date and Text Fields
Users can drag Date, Text, or Signature fields into the PDF viewer; dropped fields are automatically associated with the currently selected contact.

E-Signature: Expiration Date for Signing Sessions
A calendar-based Expiration Date field was added. Selected dates cannot be in the past, and after the date is reached signers can no longer sign the document.

E-Signature: Confirmation Modal Before Sending
A confirmation modal summarizes the signing session configuration and requires the user to acknowledge that the session cannot be edited once sent. The Send button remains disabled until confirmed.

E-Signature: Signature Request Email with Signing Link
Each contact receives a clear, structured email including the document name, deadline/expiration, and a call-to-action to access and sign the document.

E-Signature: Signing Experience — Signature, Date and Text Fields
Signers can sign using free-hand, typed, or uploaded PNG signatures; enter text via an input component; and pick dates with a date picker. Required fields are highlighted, a pending counter is displayed, and users can navigate between required fields with previous/next controls.

E-Signature: Default Values for Signature and Date Fields
Signature fields are automatically populated with the signer's Full Name and date fields with the current date when the signing experience loads.

E-Signature: Submit Signature Flow
The Submit Signatures button is only enabled when all required fields are completed. Clicking opens a confirmation modal; after submission, fields become non-editable.

E-Signature: Auto-Close Signing Session
When all assigned signers have signed a document, the signing session is automatically marked as completed.

E-Signature: Signed Docs Tab & Grid
A new tab enlists all documents with a signing session in a grid for easy tracking.

E-Signature: Live Countdown Timer
A live countdown timer displays remaining days, hours, minutes and seconds for each active session.

E-Signature: Display Added Fields After Send
Added fields to be signed and filled in a PDF are now visible after sending the document, making it easier to follow up on who is pending to sign.

E-Signature: Feature Flag Wrappers
All E-Signature functionality is wrapped with feature flags for controlled rollout.

Bulk Actions in Tile View
Bulk actions such as Share and Move to Folder are now available in Tile View, making it consistent with List View.

Multiple E-Signature QA fixes, including: missing Text Field icon in the "All Fields Completed" modal, "Send Signature Request" button not disabling after exiting the modal, low-opacity signature field highlighting, mismatched disclaimer text, signing order capped at 1–5, inconsistent Sign Order label, existing signers disappearing when adding unregistered signers, scroll issue when adding multiple signers, duplicate email validation for unregistered contacts, signed documents grid failing to render, deadline field not persisting, and more.

Fixed ability to restore a document from tile view in the Trash tab.

Fixed extra spacing between tab title and grid in Projects → Documents.

explore

Favorite Reports and Schedules on Grids
Marking items as favorites is now simpler. Users can select or unselect reports and schedules as favorites directly from the data grid by toggling the star icon.

Project Type and Sub-Types in Explore
Users can now create filters using object type or sub-type, and include object types as columns of the report result.

Fixed an issue in staging where the client of a project did not appear on report executions.

intake

Select Outcome Code When Changing Lead Stage
When a Lead is moved to a closing stage (Reject, Archive, Convert), users must select a predefined Outcome Code and, when required, provide a comment. This ensures all relevant stage changes are properly documented and aligned with configuration defined in Workflows and Stages, improving traceability and supporting audit/compliance needs.

Configure Stage Reasons Using Outcome Codes
A new "Stage (Leads)" Outcome Code type allows administrators to centrally define and manage standardized reasons for Lead stage changes, establishing a reusable catalog for consistency and analysis.

Associate Outcome Codes to Stages
Administrators can associate predefined Outcome Codes (Stage Leads) to specific stages, defining which reasons are valid when a Lead transitions to those stages and ensuring users only select relevant reasons based on the stage context.

Fixed an incorrect modal title in the Access submodule for Leads.

Fixed an issue where stages did not load consistently in the Lead detail view.

partner apps

Connection Manager
A new secure credential storage system has been added, allowing systems to use "connections" to authenticate and communicate with third-party systems.

Session Manager / Proxy
A new service that enables the product to authenticate and send outbound requests to external systems.

JSON Editor in JWT Request Body
JWT connection types now support dynamic Body fields through a JSON editor.

Instructional Tooltip on Test Endpoint Input
A tooltip clarifies the purpose of the test endpoint when creating connections.

Improved validate/ Endpoint UX
The validation behavior on the front end has been updated to provide a better user experience.

workflows

Canvas Full Width and Full Height
The Process Studio canvas now uses the full available width and height of the viewport, removing the existing padding and giving users maximum working space for building workflow templates.

Intermediate Rule Node — Relaxed Save Validation
Users can now save intermediate rule nodes with just the convergence point, and the conditions section only shows relevant options based on whether an event is configured.

Create Starting Rules Without Conditions
Users can configure starting rules without any conditions, so the system skips condition evaluation entirely and creates a new workflow instance on every matching event.

Snackbar Confirmation on Autosave
A snackbar confirmation is shown every time a template is autosaved in the Canvas, giving users confidence that their edits are being preserved.

Role-Based Assignment in Process Manager
Users can select role assignment type in task template configuration, directing tasks to people holding a specific role in the context.

Pool-Assignment Model for Automatic Assignment
When a task is set for automatic assignment and the source is a role or group, users can choose a pool-assignment model so automatic assignment always resolves to a specific person.

Ad-Hoc Task Sidebar UI Refactor
The ad-hoc task sidebar has been visually reorganized to improve layout and readability while preserving existing functionality.

Hide Unreleased UI Options
UI options for features that are not yet ready for release are hidden to keep the product stable and the interface clean.

Fixed Due Date Builder so the due date is calculated based on the selected date field instead of always using the creation date.

Fixed connections not being deleted after removing a path (Rules and Task).

Fixed mismatches between the ad-hoc task creation sidebar and the provided mockups.

 

 

april 13th to 17th

adoption

Special Fields Defined as Lists
Allows list-type fields to store multiple values correctly while still appearing as a single list to users.

Field Splitting from One Source into Multiple Target Objects
Allows users to split information from a single source record into multiple target records during transformation.

Support Multiple Mappings per Entity Type
Allows teams to create and keep multiple mapping versions without losing previous work.

Prevent Bucket Name Conflicts Between Migration and Neostella Accounts
This update includes internal improvements that do not impact the user experience.

Backfill Computed Values Across Existing Tenants
This update includes internal improvements that do not impact the user experience.

automations

Replaced Pandas with CSV Processing
Optimized automation performance by replacing Pandas with native CSV processing to mitigate performance risks.

Bulk Status Update Endpoint
New endpoint to handle bulk status updates for automations.

Fixed overlapping in the Status filter when 'Exception Path' statuses are selected.

Fixed the side menu with RAW JSON remaining open when leaving the execution log.

Fixed actions being allowed while an automation is in Deleted status.

Fixed listener not being removed when an automation is deleted in Published status.

Fixed Flow ID mismatch with the Starting Rule's Compiler in the front end.

Fixed date inputs from custom objects being parsed as Datetime (ISO) in Create and Update CO Record actions, causing execution to fail.

Fixed object fields not being shown in Payload when they have an Object Type assigned (Create and Update actions).

Fixed Datapoint Input referencing invalid Node IDs.

core

Typed Permission Sets
Former monolithic permission sets that included all types of permissions are now split into multiple types: Contextual for Projects and Leads, System for each Workspace and Custom permissions.

Manage Roles for Leads
Admin users can configure roles for leads by lead type in the option Access / Roles, tab "Leads" within Control Center.

CRUD Events in Rule Builder
The rule builder component used in workflows, automations and communications now allows references to Create, Read, Update and Delete events on Custom and Customizable objects. It is now possible to evaluate whether a given field was set with a specific value as part of the creation or update of a project, lead or any of its subobjects.

Contextual Permissions on Forms
Forms designed to contain contextual information for projects and leads now respond to the access level granted to the user. For example, if a user can view information but cannot edit it, the fields are disabled and the Save button is hidden.

System Integration Users are Permission Agnostic
Integration users created as system users (e.g., the one used by Automations) now have granted access to any endpoint.

Permissions on Document Templates
Users can now set view, edit, delete and create permissions on "Templates" sub-menu option within Documents in Control Center workspace.

Permissions on Folder Structure Templates
Users can now set view, edit, delete and create permissions on "Folder Structure" sub-menu option within Documents in Control Center workspace.

Permissions on Workflows / Stages
The access to Stages option within the Process Studio menu in Control Center is now granted through permission sets of type "Control Center".

Permissions on Schema / Views
The access to Views feature within Schema menu in Control Center is now granted through permission sets of type "Control Center".

Permissions on Schema / Forms
The access to Forms feature within Schema menu in Control Center is now granted through permission sets of type "Control Center".

Permissions on Schema / Data
The access to Data feature and its different components within Schema menu in Control Center is now granted through permission sets of type "Control Center".

Permissions on Account / Translations
The access to Translations option within Account menu in Control Center is now granted through permission sets of type "Control Center".

Navigate to Contacts from Projects
Users can open more information about contacts referenced in a project by going to the "Contacts" option within a project and clicking on any contact's name. A side panel opens displaying contact information, and users can click the book icon to navigate to the full contact record in a new tab.

US Territories in Addresses: Other US territories are now available in the address component: American Samoa, Guam, Northern Mariana Islands, Puerto Rico, U.S. Virgin Islands, and Washington D.C.

Improved Contact Navigation header.

Fixed Custom Permission Set search field only allowing one character to be typed.

Fixed 500 error when trying to activate/deactivate a role.

Fixed Permission set description box visual issue.

Fixed Rule Builder not saving changes.

Fixed custom permission in object not working.

customization

Configurable Form Section Title Styling
New configurable Title component for forms that allows users to visually organize sections with predefined styling options such as background color, font size, and typography.

Save Button on Multi-Page Forms
Users can now save progress at any point in multi-page forms without navigating to the last page, ensuring data is preserved and allowing seamless continuation across pages.

Migration to Update Fields on Forms
Enables updates to fields already placed in forms through a migration process without requiring changes to the field definition in the schema.

Audit tracking improvements: saving "updated at" and "updated by" in the SUPER CRUD.

Fixed Schema filter by type not returning all sub-types in Object Schema.

Fixed View Builder Dynamic Form where object fields rendered as free text instead of dropdown.

Fixed Field Group Filter not working.

Fixed Views not paginating records when results exceed 10 items.

Fixed double-click duplicating fields.

Fixed dates missing or showing incorrect values in Views tab.

Fixed missing rows and broken pagination in Components tab.

Fixed multi-choice field data on grids not displaying after saving.

Fixed inability to remove Types limitations.

Fixed numeric icons missing on the search field in the display card section.

Fixed the inability to remove field limitations.

Fixed hidden required fields issues.

Fixed field type not being updated in the Forms raw JSON when converting the field type in the schema.

Fixed URL List and Text List fields not rendering as a list, causing input failure with 'valid list' error.

documents

Sorting and Filtering in Folder + Documents Grid
Sorting and filtering can now be applied to the Docs + Folders lists.

Edit Custom Fields of a Document
Custom field values can now be updated directly from the Details Drawer.

Custom Field Tab in Details Drawer
Custom Fields related to Documents and Document Types can now be displayed in the Details Drawer.

Add Documents to Multiple Folders
Documents can now be added to multiple folders from a single context using the "Add to Folder" modal.

 

Convert Merged Document to PDF
Merged documents can now be converted to PDF format.

Keyboard Navigation in Word Add-In
Users can now navigate between field options using keyboard arrows in the Word Add-In.

Updated "Save As" button style to visually reflect when it is disabled.

Repositioned the switch between logout and save icon to prevent overlap with the info icon on Mac.

Fixed permission error displayed when accessing documents from Folders tab.

Fixed extra empty space between documents and pagination when page size is set to 10 in All Documents grid.

Fixed success toast not displayed after adding document(s) to a folder.

Fixed thumbnail generation not working.

Fixed documents not being deletable from the Details Panel.

Fixed CSV export showing tags as [object, object] instead of values.

Fixed "Open restored document folder in new tab" option not opening a new tab.

Fixed Working Session name allowing empty or whitespace input without validation feedback.

Fixed table not providing all settings immediately when selected.

Fixed some documents not creating a document version.

Fixed filters not being applied correctly when switching tabs.

explore

Explore UI Redesign
The Explore page has been redesigned to improve usability and streamline the reporting experience. Filters are now always visible when users select columns, enabling a more intuitive and efficient workflow. Default columns are automatically applied across preview, report creation, and report execution. If a user has not selected initial columns, the system uses the predefined configuration from the Control Center for the corresponding object.

Share Report Notifications
Users now receive an in-app notification when a report is shared with them.

Report Execution Notification Improvements
Report execution notifications now redirect users to the corresponding report view based on the execution outcome.

Fixed report download issues (Excel and PDF) from both Explore and Run Report.

Fixed Scheduled Report always showing "20 rows" even when the report fails.

intake

Lock Lead After Conversion to Project
Once a Lead is converted into a Project, it becomes read-only to preserve data integrity. The converted status is clearly indicated and edit capabilities are restricted across all modules, ensuring original intake information remains accessible for reference, auditing, and traceability.

Access Submodule in Intake
The Access submodule in Intake now provides the same functionality and user experience available in Projects. Users can view, filter, and assign team members with defined roles directly during the intake phase, enabling proper ownership, collaboration, and visibility from the earliest stage of the case lifecycle.

workflow

Task Persistent View
Users can now pin a task to the bottom of the screen so it stays visible and accessible regardless of where they navigate in the app, reducing friction and keeping users focused on their work.

Task Activity Feed
A new activity feed provides a clear timeline of every action and update on a task, making it easy to understand a task's full lifecycle and track accountability.

Request Task from Personal Tasks View
Users can request their next task with one action. The system automatically assigns the most urgent available task based on priority and due date, removing guesswork from task pickup.

Reusable Task Details Sidebar
The task details sidebar is now a reusable component that works consistently across multiple layouts, including the new persistent view.

Fixed orphaned connections left behind after deleting a path in a rule on the canvas.

Fixed Internal Server Error when resolving a task.

april 6th to 10th

adoption

Standard Import Mapping
Automatically generate standard mappings based on data contracts and schema structure.

Mapping Stacking (Standard + Transformation)
Users can customize specific fields while keeping the standard mapping intact.

Cleanup Step in Mapping and Transformation Workflow
The system will automatically clean previously imported data and relationships before reloading corrected data.

Include Manifest as Resource in Mapping and Transformation Process
Introduces a standardized manifest as part of the transformation process, improving traceability and control of each data load while enabling a more scalable migration workflow.

Automatic Target Node Update and Improved Add Fields Visibility
Target nodes will automatically reflect new schema changes, and the "Add Fields" option will always be more visible.

Change Mapping UI Terminology
Clearer terminology will make transformation actions easier to understand for non-technical users.

Allow Relationship Ingestion, Store Relationship Keys, Update M&T Resources to Replace Labels with Selectors
These updates include internal improvements that do not impact the user experience.

Fixed an issue where some Contact fields did not display the receiver node per field line.

Fixed Mapping name resetting to default after clicking the canvas.

Fixed Schema creation failing due to runtime limits.

automations

Resolved an issue where error messages were incorrectly shown for all Neostella Objects even when the trigger worked, and fixed dynamic inputs being incorrectly added in Event Config of Neostella Objects.

communications

Notes V1.0 — Create, View, Edit & Messages
Create, view and edit your own or project notes. There is also an option for messages within project members associated with each note.

Notes — Summary, Mentions & Notifications, Activity Feed
Mention someone in your project notes to notify them and redirect them to the note. You can also view your project notes in the activity feed, depending on your activity feed configuration.

Notes — Hotkeys, Full Screen, and Filters
Press N or + in the app header to access Notes. Activate full-screen mode and use the filters to find what you are looking for.

Calendar — Create Events
Events can be created on your personal calendar or on the project calendar.

Calendar — View, Edit & Delete Events
Events can be edited or deleted on your personal calendar or on the project calendar.

Calendar — Priority and Tags Fields
You can create events and assign them a priority and tags, on either your personal calendar or the project calendar.

Calendar — Month Selector and Search: Use the month selector to navigate through dates in the calendar and search for events.

Send Email from System (SendGrid)
Send emails to your contacts directly from the app using the address {tenantname}@neostella.app.

Send Email — Sender Name Display
The recipient will see both your tenant's name and your address when receiving emails.

Show Outbound Emails in Project Emails View
Emails sent to your contacts can be viewed in the project under Communication | Emails.

Display and Copy Project Email Account
To receive emails directly in your project, copy and share your project account's email address from the project header.

SMS — Send Messages (Twilio)
Send SMS messages with Twilio integration.

SMS — Receive Messages (Twilio)
Receive SMS messages with Twilio integration.

Fixed an issue where tags were not added to a note after updating them during edition.

customization

Custom Views — Layout Builder
Users can insert components and configure them in a canvas with a drag-and-drop interface.

Custom Views — Create a New View
Users can create views over a context, adding components like buttons, forms, tables, etc. The views are accessible through the contextual menu (left panel) of the context.

View List
Users can see all the views created in the tenant, filtering per context.

Views — Tabs, Templates & Containers
These components define the form layout and allow users to configure its structure.

Views — Static Components
Components that do not change in the view regardless of the context or record. Used for giving instructions, labeling views, or inserting images.

Views — Field Component
Users can insert fields from any object in the context; those fields will be read-only.

Views — Card Component
Display cards based on one or more related objects as components within a custom view.

Views — Table Component
Display tables based on one object as components within a custom view.

Views — Filter Components
Filter components in the View builder.

Views — Preview
Users can preview a view before saving it, executing changes and seeing how it looks pointing to a specific record.

Views — Include on Contextual Menus
Custom views are included in contextual menus based on context types, roles and permissions.

Calculated Fields Within Record
Calculate and store logical or arithmetic values in a field within a specific context.

Search (AI) Schema Dedicated Service
A service that allows the AI team to get the schema structure in an optimized way.

Fixed an import checking bug.

Fixed Card component name not being updatable (PUT endpoint returned 500 Internal Server Error).

Fixed View filter not returning expected results when multiple records are added.

Fixed Date field displaying one day less than the value entered in the project form.

Fixed missing field types in generated table view: Email, Yes/No, Dropdown, and Radio Button were not displayed.

Fixed "Last Update" column missing in the table.

Fixed wrong date shown in the "Created at" column.

Fixed "Component Selector" field not being auto-filled after entering the "Component Name".

documents

Bulk Download — Zip or Individual
When selecting multiple files to download, users can choose to download as a Zip File or as Individual Files.

Bulk Download as Zip File
When selecting to bulk download as a zip file, the system generates it asynchronously with all the selected files and notifies the user when ready. The file expires after 24 hours.

Bulk Download — Progress Bar
When bulk downloading files as individual files, a progress bar displays how many have been downloaded and how many are pending.

Move Documents to Folder
Users can add documents to a folder using the "Move to Folder" action when selecting one or multiple documents in the grid. The folder modal displays only folders related to the current context with a nested hierarchy.

Conditionals Using Neostella Data
The conditionals component now displays correctly and uses the object's fields to define conditional rule

Folder Structure Support for Leads
Folder structure endpoints and application now include Leads.

Fixed navigation arrow buttons in the Details Panel having no action, preventing document navigation.

Fixed pagination missing and scroll not working in Documents within Project view.

Fixed Download action for Templates not being available in Bulk Actions and Details Pane.

Fixed Bulk Download ZIP file being incomplete or missing files.

Fixed Conditional Component not working properly — logic operator was not appearing.

explore

Dashboard V1 — Full Chart Support
Users can now create dashboard components — such as bar charts, stacked bar charts, pie or donut charts, and KPI cards — and add them to a contextual or global view.

View and Access All Dashboards from Cases Workspace Menu
Users can access all their dashboards from a single place, making it easier to discover, navigate, and explore analytics.

Quick Search Improvements
Users can get fast, near-instant search results even when searching across multiple collections, with results ordered by relevance and smooth, consistent pagination across all data sources.

Advanced Search — Multi-Select Support
Users can now filter using fields that allow multiple values, applying all available operators just like with single-value fields

Advanced Search Without Filters
Advanced search allows users to search across an object without applying any filters.

Advanced Search Results Improvements
Advanced search results include not only the object name, but also the fields configured as displayable.

Advanced Search — Filter by Special Fields
Internal improvements to how advanced search handles special fields (e.g., address, email).

Reporting — Special Field Columns and Filtering
Internal improvements to how tabular reports handle special fields (e.g., address, email).

Email Notification for Async Reports
Users who run asynchronous reports receive an email notification when the report is ready.

Report Preview Improvements
Improved preview behavior to ensure greater consistency — users can preview report results that accurately reflect applied filters.

Minimum Column Width and Sticky Actions in Grid Views
Columns now maintain a minimum width for better readability, and the Actions column remains visible at all times — even when scrolling horizontally.

Fixed Insights views not being rendered.

Fixed search bar inside field selection not working for fields on level 2 or 3.

Fixed Schedules not being editable.

Fixed "Generating preview results..." message remaining visible after "No data found" snackbar appeared.

workflow

Completion Rule for Workflow Templates
The completion rule defines when a workflow is considered done. Process managers configure it directly on the canvas by setting up completion groups — logical groupings of finish points that, when met, trigger the workflow to close with a specific completion code. This supports scenarios from simple single-path completion to complex multi-path requirements.

Auto Layout Fix with Completion Rule
The canvas auto-layout now accounts for the completion rule node and reduces connection crossovers, producing cleaner and more readable workflow layouts.

Task Instance Schema Validation
These updates include internal improvements that do not impact the user experience.