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.
june 30th
adoption
| Internal improvements to the migration and mapping experience, including boolean field casting (1/0 to Yes/No), removal of the conditional option from the field list, an adjusted execution button, and prefetching of mapping and execution data. | |
| Fixed an issue causing multiple instances to be created for a single object. | |
| Fixed missing fields on Tasks. | |
| Fixed migrated area tasks being inaccessible in production due to missing permissions. | |
| Fixed provisioning endpoints returning 500 errors. | |
| Fixed a field condition persisting after deleting and re-adding a field in a mapping. | |
| Fixed the Create button being enabled when required fields were empty in the new mapping form. |
ai
| AI Search Bracket Notation and Operator Support AI search now supports bracket notation and all operators when searching for persons and organizations. |
automations
| Create Note Action (Leads & Projects) New automation actions allow workflows to automatically create notes and associate them with relevant records, documents, tags, and users. | |
| Update Note Action Workflows can now automatically modify existing notes, including their content, metadata, and associated records. | |
| Assign Users & Roles (Leads & Projects) New actions let workflows automatically assign one or more users, along with their roles, to a lead or project. | |
| Manage Record Tags (Link/Unlink) New action allows workflows to automatically add or remove tags from records. | |
| Merge Documents Action Combine multiple DOCX files into a single consolidated document directly within an automation workflow. | |
| Delete Document Action Automatically soft-delete documents using a document ID. | |
| Rename Document Action New action to rename a document as part of a workflow. | |
| Rule Builder "Change" Operation Starting rules can now filter on "Is changed," e.g. "Start this automation only if: X field Is changed." | |
| Update Date Action Now supports date-only fields. | |
| Fixed the Dynamic Output option being available for fields that can't consume the expected data structure. | |
| Fixed selected roles persisting in an invalid state after changing Object Type. | |
| Fixed a Runner Service failure when action inputs have no datatype defined. | |
| Fixed loop review and debug behavior in the Control Node. | |
| Fixed the Related Object Record ID dropdown returning instances from all projects instead of the selected one. |
communications
| Fax Capabilities: Full fax support added — receive inbound faxes, send outbound faxes (with or without a cover page), view incoming/outgoing faxes, and automatically use a contact's fax number when sending. | |
| Automatic Calendar-to-Record Linking When a synced calendar event includes a Project or Lead email account as an attendee, the platform now automatically links the event to the matching record. | |
| Folder-Based Attachment Selection Attachments for Email, SMS, and Notes can now be selected directly through folders. | |
| Integration User Support Comms capabilities (Activity Feed, Notifications, Notes, Calendar, Email, SMS) now support Integration Users. | |
| Disallowed File Extensions Disabled File types that aren't allowed are now shown as disabled in the attachment picker. | |
| Consistent Tag Placement Notes and Calendar now use the standard tag placement behavior. | |
| Attachment Redirection for Notes Attachment redirection is now allowed when a note was created by a different user, while edit access remains restricted. | |
| Fixed incorrect nested array documentation for Calendar Event API attendees and tags. | |
| Fixed the Calendar Events API rejecting array input for object_type despite documenting it as an array. | |
| Fixed Outlook calendar sync not reflecting event updates across calendars after modification. | |
| Fixed template search not returning results. | |
| Fixed an error after clicking "Connect to Microsoft." |
core
| Configurable Object Headers Admins can now configure header fields independently for Projects, Leads, and Contacts, choosing fields from that object's schema and defining their order. Each object type ships with sensible defaults (e.g., Stage, Project, Client for Projects). | |
| Responsive Header Display Record headers show as many configured fields as fit the screen width, with any overflow accessible through a new drawer that follows the same display rules as the main header. | |
| Header Configuration Preview Configuring header fields now shows a live preview of the change. | |
| Fixed the Reports "Clear" button returning a 400/500 error. | |
| Fixed an error when updating a newly created group. |
customization
| Automatic Document Linking After Generation Administrators can configure a destination field on document generation buttons so generated documents are automatically linked to the correct place in a record, with real-time updates delivered via WebSocket. | |
| Tags on Contacts and Custom Objects Users can now add tags during contact creation, and add, remove, and view tags on custom object records. | |
| Contextual Terminology Generic labels like "Context Type" and "Object Type" are now replaced with terminology aligned to the operational entity being configured. | |
| Address Sub-Field Improvements Refined structure and behavior of Address field sub-fields for clearer, more consistent data entry. | |
| Resolved a set of issues affecting Forms, Views, and Objects, including: duplicated Tags section on Contacts, a project type unavailable after migration, a Kafka schema-update event issue in QA, an incorrect "Discard Changes" prompt, a 400 error when removing primary email/phone on People records, parentship relation errors on record open/close, disabled and unreadable fields when adding a Logic Rule, inconsistent singular/plural object naming in Schema > Data, non-clickable relationship fields on Global Objects, a toolbox button overflow in Filter Fields panel, Logic Rule errors when setting email/address/period/deadline/phone field values, outdated schema JSON after migration, missing phone/email display for Organization records, a project load timeout with a large number of permission objects, and a horizontal scroll issue in Views with many components. |
documents
| Envelope Generation via DocGen Generating a document from a template with Signature Fields now produces a full envelope, dispatches signature requests to signers in the correct order, and provides a complete signing experience for internal and external signers, with status reflected in the Envelopes Grid. | |
| Full Signature Field Visibility Reviewers in Single Page View and signers in the signing experience can now see all signature fields, their status, and who's responsible for them — not just their own. | |
| Envelope Details Panel Clicking an envelope now opens a side panel with Documents and Activity tabs, plus persistent actions to replace a signer or send a reminder email. | |
| Mailroom Auto-Cleanup Documents are automatically removed from the Mailroom tab once assigned to a project. | |
| Upload Documents from a Task Documents can now be uploaded directly from a task and are automatically linked to it. | |
| Signer Notifications & History New signers now receive an email with their signature request, and signer replacements are now tracked in the document's signature history. | |
| Fixed a 3–4 second delay in drag-and-drop file uploads. | |
| Fixed envelope sending taking 5–10 seconds instead of the expected 2–3. | |
| Fixed incorrect envelope expiry date and signer defaults. | |
| Fixed inconsistent folder trees across Project, Contact, and Lead workspace types. | |
| Fixed incorrect grammar in the success message shown when multiple documents are uploaded. |
explore
| Persistent Sort Order for Reports & Executions Sort By configuration is now preserved across report executions, scheduled reports, and downloads, ensuring consistent ordering even if the report definition changes later. | |
| Improved Field Selection in Advanced Search Field search is now more contextual and intuitive, reducing noise when common field names like "name" or "status" would otherwise return excessive results. | |
| Aligned Report Columns Default report columns now automatically match the fields shown in Advanced Search results. | |
| Fixed the Reports Schedules tab: name filtering, column sorting, and duplicate rows. | |
| Fixed filters not being applied to global view chart components. | |
| Fixed Advanced Search returning no results for dropdown/radio button fields. | |
| Fixed the Task report showing "No Data Available" despite valid search results. | |
| Fixed Chart components being creatable without a required "Group by" field, and requiring re-selection of chart type to enable Save. |
finance
| Finance Workspace New dedicated workspace for Finance. | |
| Finance Permissions Initial implementation of granular Finance permissions. | |
| Fixed Invoice Read-Only permissions not restricting invoice actions and editable fields. |
intake
| Fixed Lead Views redirection not working correctly. |
june 22th to 26th
adoption
| Import Time and Billing Ability to migrate financial and billing data as part of the migration process. | |
| Stage Values Across All Object Types Users can now map legacy stages into all available Stage options across Object Types when configuring value alignment during data import. | |
| Link Hashtags in Note Bodies to Existing Tenant Tags Hashtags inside migrated note bodies are now automatically matched against existing tenant tags, and notes are associated with those tags when an exact match is found. | |
| Validate Selected Mapping Before Execution Ensures the selected mappings remain aligned with the current data import before execution begins. | |
| Contact Type Mapping and Target Object Type Prioritization Contacts are now mapped and migrated into the most relevant object type based on contact type configurations. | |
| Fixed invalid timestamps displayed on Notes after migration. | |
| Fixed missing spaces when processing line breaks in Notes short descriptions. | |
| Fixed execution record counts not reflecting the primary imported object. | |
| Fixed "Populate from Options" incorrectly pre-filling source values when no exact match exists. |
automations
| Webhook Trigger from External Systems Users can now trigger automations directly from external systems through secure webhook endpoints. This enhancement enables event-driven workflows by allowing third-party applications and integrations to start automations automatically when external events occur. The release includes webhook authentication through Integration Users, automation and provider validation, payload field mapping for workflow consumption, and asynchronous execution to support scalable integrations. | |
| List Projects Action A new List Projects automation action allows platform users to retrieve project records accessible to the authenticated user. | |
| NULL Origin to Clear Field Values A new NULL origin type within automation field configuration allows users to explicitly remove existing values from target records during automation execution. When NULL is selected as the field origin, the system will interpret it as a request to clear the field value. | |
| Dynamic Dropdown Resolution for Stages Field Improved field handling for Create and Update actions now adds support for Stage fields as dynamic dropdowns. Instead of requiring users to enter stage values manually, the platform automatically retrieves available stage options from the corresponding endpoint. | |
| Nested automation starting rule consumes Context ID Internal improvement that does not impact the user experience. | |
| Fixed variables being cleared when the page is refreshed. | |
| Fixed filter values being reset when multiple items are added in action configurations. | |
| Fixed number field filters using "contains" string matching instead of exact numeric comparison. | |
| Fixed action failure ("Null value passed to a required input") when Object Type is selected in filters. | |
| Fixed non-user-friendly error when Numeric origin is used in list actions. | |
| Fixed non-user-friendly error when filters are left empty in list actions. | |
| Fixed UI breaking when multi-select and Relationship List fields origin is switched to Null. | |
| Fixed missing hint message when a field origin is set to Null. | |
| Fixed Null origin on Object Type causing execute-method failure. | |
| Fixed special fields returning as 'NoneType' and causing node failures. |
communications
| Outbound Email via Microsoft Account with Attachments Users can now send emails directly from their Microsoft account, including file attachments. | |
| Fixed incorrect exception message displayed when deleting a grant. | |
| Fixed user email not being visible in the Email Drawer list. | |
| Fixed SMS character enforcement — users could send messages over 1,600 characters that were not visible in the UI. | |
| Fixed UI for the Email Template delete confirmation modal. |
core
| Recycle Bin — View and Restore Deleted Records Users can now view and restore deleted records from a dedicated Recycle Bin, allowing them to recover data removed by mistake. Restoration is supported both individually and in bulk, returning items to their original location. If the original parent no longer exists, the system will prompt the user to select a new destination. | |
| Tenant ID Included in Webhook Svix Response The Tenant ID is now included in the Webhook Svix response payload, allowing receiving systems to identify and attribute incoming webhook events to the correct tenant. | |
| Contextual Object Webhooks — Feature Flag Removed Contextual object data can now be used to trigger webhooks, rules, and external automations without requiring a feature flag. | |
| Archived Records via Filter (no separate tab) Archived records are now accessible directly within the main object list through a new Archive filter, replacing the previous separate "Archived" tab. Users can filter by Active, Archived, or All records. | |
| Fixed user not being properly created in the Tenant DB. | |
| Fixed client filter selection remaining after using the CLEAR button. | |
| Fixed User Management name sorting not working alphabetically. | |
| Fixed users being able to select the same client twice in a filter. | |
| Fixed CCK being unable to select the type field for custom objects in workflow conditions. | |
| Fixed missing Canada from the global settings country list. | |
| Fixed pinned task being covered by the form save bar. | |
| Fixed contact card header showing organization name in sentence case instead of preserving original casing. | |
| Fixed delete icon in dynamic fields not working. |
customization
| Leads as a Secondary Context for Project-based Objects Administrators can associate objects configured under the Projects context with a secondary Leads context, allowing those objects to appear and be used within Lead operational experiences. | |
| Support Calculated Fields on Views Calculated fields can now be displayed in views as read-only, so administrators can surface them where end users work. | |
| Support Fields That Can Only Be Updated via API Fields can now be configured as API-only updatable, enabling automations or integrations to store calculated values while keeping them read-only in the UI. This enables calculated fields derived from multiple objects. | |
| Object Type Field — Configurable Visibility and Protected from Removal The Object Type field in forms is now protected from accidental removal while administrators can control whether it is visible to end users. | |
| Field Type Dropdown Sorted Alphabetically Field types in the object builder are now displayed in alphabetical order, reducing friction during configuration. | |
| Delete Row Column in Table Components A dedicated delete row action column is now available in Table components within forms and dynamic layouts. | |
| Grid Toolbar Visibility Configuration Administrators can now configure whether the grid toolbar is visible in Table components within views, enabling a cleaner user experience. | |
| Fixed collection conflict returning a generic 500 error instead of a proper 409 error. | |
| Fixed workflow dropdown not being sorted alphabetically in component creation. | |
| Fixed radio button field options being forced into sentence case. | |
| Fixed generic error when saving a field with a restricted word as its name. | |
| Fixed generic error when saving a dropdown field without options. | |
| Fixed inability to set the Context field to not visible in forms. |
documents
| Use a Single Page for Context/Source Selection in WAI Consolidates context and source selection into a single page in the Word Add-In, reducing navigation friction during template configuration. | |
| Add Relationship Fields to Tables in WAI Users can select relationship fields from the context and map them as table columns, so related records and their field values are expanded and populated at document generation time. | |
| Enabling Address Subfields Inserted in WAI Users can insert each address subfield independently as its own field tag, allowing precise control over document layout and formatting. | |
| Retrieving Context Roles within the WAI Users can browse the roles available in the context, expand them to see their person fields, and insert those fields as tags directly into the document. | |
| Add Tags to the Settings Tab in the WAI Tags defined in the Settings tab are now stored as part of the template configuration and automatically applied to generated documents. | |
| Setting Total Sum as a Reusable Variable Users can define a column's total sum as a named reusable variable for reuse elsewhere in the document, such as narrative paragraphs or signature blocks. | |
| Adding Total Sum on Tables Columns can be marked as summable so the platform automatically calculates and inserts column totals at document generation. | |
| Adding Calculated Variables New mechanism to define "formula" variables representing arithmetic operations between numeric fields and constants, resolved at document generation time. | |
| Adding TODAY() Variable First supported system variable; resolves to the current date at document generation time rather than from a data source. | |
| WAI: Add a Settings Tab New Settings tab lets template creators configure signer behavior, document expiration settings, and naming conventions for templates containing Signature Fields. | |
| Adding Sorted Option for Lists The Word Add-in list insertion flow now supports optional sorting (ascending or descending) instead of always using the data source's default order. | |
| Merge PDF Files on Download A new merged format option on the download endpoint allows multiple PDF documents to be merged into a single consolidated PDF file, returned as a direct download. | |
| Merge DOCX Files on Download Similarly, DOCX documents can now be merged into a single DOCX file on download. | |
| Signature Field Tag in Word Add-in (WAI) Users creating templates in the Word Add-in can now define signature fields directly from the template. The new Signature Field tag type opens a configuration screen where the user can define field settings before insertion. | |
| Fillable PDF Forms — Signers Configuration Admins creating Fillable PDF Form Templates in Control Center can now define who will sign the document and in what order. Primary signers are automatically derived from people assigned to form fields, with optional signing order, roles, and additional participants. | |
| Unified Search by Name and Content Separate "Search by Name" and "Search by Content" filters have been consolidated into a single search input with a checkbox to switch between modes. | |
| Improved Facts Grid Filters New filters UI positioned above the Facts grid improves usability by moving common filters to an always-visible position and secondary filters into a dropdown. | |
| Signature Info Added to File Metadata on Publish Signature information is now included in the document file metadata when a document is published from the Word Add-in. | |
| Fixed inability to select the main Project Type in the Folder Structure dropdown. | |
| Fixed DocGen creation breaking when initiated from a List of Objects in a context. | |
| Fixed Signatures tab being incorrectly displayed in Forms Templates side panel. | |
| Fixed folder creation not working in QA environment from Intake or Documents. | |
| Fixed incorrect object_selector property — changed to instance_id. | |
| Fixed inconsistent and incorrect name column sorting in document lists. | |
| Fixed Contact folder creation showing Project Types instead of Contact Types. | |
| Fixed documents deleted from Details Panel or Fullscreen view incorrectly redirecting to "All Documents" instead of returning to the Project. | |
| Fixed users being unable to create External Documents in QA and STG environments. | |
| Not showing option name on display: Fixed an issue where the option name was not shown correctly. |
explore
| Improved Quick Search Relevance and Consistency Quick Search now presents more accurate results by refining how results are ranked, grouped, and returned across the unified search experience, reducing duplicates and improving entity interpretation. | |
| Archived Records in Quick Search Users can now search across both archived and non-archived records from the same Quick Search flow, maintaining the existing grouped result behavior by object type. | |
| Advanced Search Filters in One Line Advanced Search filters (Field, Operator, Value) now display in a single horizontal row, making the experience easier to scan and more intuitive. | |
| Datetime Field Type Support in Filtering and Reports Datetime values can now be filtered, displayed, and interpreted consistently throughout Advanced Search and Reporting. | |
| Contact Collection Logic for Quick Search Person-related records are now correctly indexed and searchable within Quick Search results. | |
| Fixed an issue where invoice filters were not working correctly. | |
| Fixed an issue where "Unknown user" was displayed as the author for all created invoices in activity logs. |
finance
| Fixed currencies outside the allowed scope (EUR, GBP, CAD) being displayed in the rate creation/edition currency dropdown. |
intake
| Visual Indicator for Lead-Originated Notes After a Lead is converted into a Project, Notes carried over from the Lead now display a lightweight visual indicator. Hovering over or clicking the indicator shows a tooltip stating "Note coming from Lead", improving traceability and timeline clarity. |
workflow
| Delay Calculation in the Process Manager When a workflow reaches a delay, the system now calculates how long to wait and clearly shows the delay while it runs. Users can see that a workflow is paused on a delay and understand when it will move forward. | |
| Task Creation Metadata Standardization Task records now use created_at / created_by and updated_at / updated_by consistently with the rest of the platform, stored in ISO 8601 format. Backward compatibility is preserved. | |
| User Name Fallback in Tasks List Views When a person's display name is missing, the assignee column now builds the name from first and last name so every assigned task shows a clear owner. | |
| Intermediate Rule Badge Visible in Draft Mode The "all" operator badge now appears on rule nodes immediately when they are placed on the canvas, even in draft mode. | |
| Fixed an issue where the due date badge on task template cards was displaying an incomplete summary with missing details. | |
| Fixed an issue where the Backspace key was not deleting selected connections on the workflow canvas, forcing users to rebuild templates from scratch after making connection mistakes. |
june 15th to 19th
adoption
| Real-Time Execution Status Updates Users can now monitor migration executions in real time without manually refreshing the interface, giving live visibility into progress and status changes. | |
| Populate Value Alignment Auto-Load Value alignment options now load automatically from source or target fields, speeding up configuration and reducing manual input. | |
| Migrated Email Formatting in Notes Migrated emails now display in a clean, structured format within notes, making them easier to read and review after migration. | |
| Tag Preservation from Migrated Notes Hashtags in migrated notes are now automatically linked to existing tenant tags when they match, preserving tag associations without manual re-tagging. | |
| Import Roles Role structures and their associations with users and projects can now be migrated, preserving access configuration from source systems. | |
| Fixed an issue where the Object Type dropdown was failing during mapping configuration. | |
| Fixed an issue where index conflicts were preventing new tenant creation in the QA environment. | |
| Fixed an issue where the DateTime field type was missing from the mapping UI. | |
| Fixed a transformation issue where Notes and Tasks user relationships were not correctly assigning task owners. | |
| Fixed a transformation issue where relationship fields from projects to documents were using "has" instead of "hasfield". | |
| Fixed an issue where accessing the Bulk Update object was failing for certain tenants. | |
| Fixed an issue where errors occurred when accessing objects created by schema load. |
automations
| Resizable Node Sidebars The JSON and Form sidebars in the Automation Builder now share a centralized component architecture with resizable capability, making the configuration experience more consistent and flexible. | |
| Fixed an issue where nested list items from List Items could be incorrectly used as single inputs in subsequent forms. | |
| Fixed a UI issue where elements overflowed when text length exceeded the node configuration sidebar container. |
communications
| Bidirectional Outlook Calendar Sync Users can now enjoy two-way synchronization between Microsoft and the platform calendars, ensuring events created, updated, or deleted in either calendar are automatically reflected in both — eliminating double entry and keeping schedules always in sync. | |
| MMS Support for SMS Conversations Users can now send and receive files via MMS within SMS conversations. Documents are automatically associated with the relevant Project or Lead, and the full exchange history is visible in conversation threads and the Activity Feed. | |
Email Activity Feed Tracking Sent, received, and related emails are now tracked directly in the Activity Feed for both Projects and Leads, providing a complete communication timeline with quick access to the original email record. | |
| Field Tags in Email Template Subjects Dynamic field tags can now be used in email template subjects, automatically populating available information and highlighting unresolved values for review before sending. | |
| Delete Email Templates Users can now remove obsolete email templates while preserving the historical email records associated with them, keeping the template library organized and reducing the risk of using outdated content. | |
| Email Template Helper Text In-context guidance is now displayed above the email template body explaining how to use field tags, helping users understand how to insert dynamic values and reducing template creation errors. | |
| Fixed an issue where Activity Feed items were not displayed for sent, received, and related emails through Nylas. |
core
| UI Rebranding — Phase 2 A major visual refresh of the platform is now live, featuring polished typography, enhanced depth and shadows, vibrant gradient buttons, a high-contrast dark navigation sidebar, and a completely redesigned real-time Filters Bar for smoother, faster navigation and data organization. | |
| Rule Builder Improvements The Rule Builder now supports event triggers directly on sub-objects, enabling more precise and deeply nested automations. Boolean (true/false) field configuration has also been improved alongside key UI fixes. | |
| Projects Tab in User Profile A new "Projects" tab within the User profile gives administrators instant visibility into a user's project enrollments — including their specific roles, sortable and filterable — making access auditing faster and more efficient. | |
| Permission Sets Endpoint Split The underlying system logic for user assignments and access rules in Permission Sets has been separated, ensuring that modifying members of a permission set will never accidentally overwrite existing permission configurations. | |
| Centralized Geographic Data Countries and States data has been centralized into Global Settings, replacing hardcoded values with a dynamic system that ensures data consistency across historical records and makes future location updates faster and more reliable. | |
| Task Tagging Restricted to Users The task tagging system now exclusively allows Users to be tagged, preventing configuration errors and ensuring that task tags are always accurately linked to team members. | |
| Fixed an issue preventing administrators from assigning or unassigning users and groups to Permission Sets. | |
| Fixed an issue where the option to reset translated labels was not functioning correctly. | |
| Fixed an issue where navigating from a converted Lead to its associated Project left the left-side navigation menu stuck in the Intake view. |
customization
Global Objects — Full Launch:
| |
| Object Type–Based Forms in Views Users can now create records directly from views with the correct object type preselected, preserving one-per-context or multiple-per-context behavior and ensuring a more accurate, context-aware data entry experience. | |
| Type-Specific Form Display When an object has types and type-specific forms configured, the system now automatically displays the correct form based on the selected object type, eliminating guesswork during data entry. | |
| API-Level Filtering for Active/Inactive Objects The object actions endpoint now supports filtering by active and inactive status, enabling more accurate configuration experiences and ensuring users interact only with relevant objects in their current workflow. | |
| Fixed an issue where a form became empty when trying to open an instance. | |
| Fixed an issue where an error appeared after removing permissions and saving a new global object. | |
| Fixed a malformed endpoint error in relationship field calls. | |
| Fixed an issue preventing users from adding a project to any project group. | |
| Fixed an issue where the date time component was displaying the mobile version instead of the desktop version. | |
| Fixed a wrong date format in grids on the projects side. | |
| Fixed an issue where a relationship field was getting updated in any object when sharing the same selector. | |
| Fixed an issue where a relationship field failed to link records when the related object was restricted to a different project type. | |
| Fixed an issue where date time fields required a conversion when displayed as system fields. | |
| Fixed an issue where the project type label was showing a selector in the grid instead of the label. | |
| Fixed an issue where a Workflow Endpoint Error was triggered when selecting an object in a new component form. | |
| Fixed an issue where a Button Component could be saved without a Workflow when switching between Project and Leads. | |
| Fixed an issue where relationship fields were greyed out in custom object forms. | |
| Fixed an issue where cards were not rendering according to the configured field order. | |
| Fixed an issue where the calculated field for percentage type was displaying an incorrect value. | |
| Fixed an issue where linked objects in a project view were shown based on all objects instead of the project group configuration. | |
| Fixed an issue where system fields were not being skipped during the object import process. |
documents
Envelopes for E-Signatures — Full Launch
| |
| Simplified Signer Experience External signers no longer need to enter user credentials. Clicking "Review and Sign Documents" in the notification email takes them directly to the signing experience. | |
| DocGen Completion Notification Users now receive an in-app notification with a direct link to the generated document after a document is successfully created via DocGen, eliminating the need to manually locate the file. | |
| Word Add-In Support for Lead Objects The Word Add-In can now retrieve objects and fields from Leads in addition to Projects, expanding the data available for template building and document generation in Lead-related scenarios. | |
| Folder Transition from Lead to Project All folders belonging to a Lead now transition along with it when converted to a Project, preserving folder hierarchy, document associations, and relationships throughout the conversion. | |
| Improved Tag Assignment Component The V1 Tag Assignment component has been replaced with the V2 component in both the Details Panel and the Single Document Page, supporting tag search and organizing tags into logical groups for a better user experience. | |
| Fixed a timeout issue occurring on Signature PUT requests. | |
| Fixed an issue where adding a certificate replaced the file in the original record. | |
| Fixed an issue where only one signer received the signature email when multiple signers shared the same signing order. | |
| Fixed an issue where the folder structure grid was not populating in Documents. |
finance
Finance Workspace with Full Invoicing:
| |
| Fixed an issue where invoice filters were not working correctly. | |
| Fixed an issue where "Unknown user" was displayed as the author for all created invoices in activity logs. |
explore
| Large Report Batching Reports with very high volumes of data are now processed in smaller batches behind the scenes, preventing failures and reducing platform load while delivering identical results, formatting, filters, and column structure. Small and normal-sized reports are unaffected. | |
| Improved Relationship-Based Column Naming Relationship-based columns in Explore reports now use a clearer naming hierarchy combining relationship labels with collection and field names, making it easier to distinguish between columns that reference the same collection. | |
| Calculated Fields in Advanced Search Advanced Search now supports filtering by calculated fields — including calculated number, date, and text fields — providing a consistent filtering experience across the platform. | |
| OR Filter Logic Payload Update Internal improvements to the filter payload structure to support upcoming OR filter logic capabilities. | |
| Fixed an issue where the Filters and Columns columns were not populated in the Reports tab list view. |
intake
| Change Lead Type on Existing Leads Users can now assign or modify the Lead Type directly on an existing Lead without having to recreate the record, improving Intake adaptability and reducing manual rework when Leads need to evolve according to changing business contexts or case classifications. | |
| Fixed an issue where the Messages module in the Lead topbar was incorrectly hiding the text editor for non-converted Leads, preventing users from continuing conversations or replying to message threads in active Leads. |
workflow
| Inherited Assignee Configuration Workflow designers can now configure a task to automatically inherit its owner from the previous completed step, with a configurable fallback rule when that handoff cannot happen. This ensures consistent ownership across connected steps and guarantees every task lands with someone. | |
| Dynamic Task Names from Field Tags Task names can now include dynamic references to fields from the record data (e.g. customer name, case number) that resolve automatically when the task is created, replacing placeholders with real values. | |
| Lead-Scoped Workflow Execution Workflow automation now fully supports Lead-based processes, ensuring the correct roles and access rules are applied when Lead workflows execute, keeping data boundaries clean and task assignment accurate. | |
| Tag Type Filtering in Assignment Strategy When the process manager assigns a task, it now respects the tag type configured in the assignment strategy, ensuring only users who match the correct tags are considered as assignment candidates. | |
| Fixed an issue where the starting rule SAVE button stayed disabled for valid conditions using the "changed" operator, blocking users from creating workflows triggered by field changes. | |
| Fixed an issue where contextual task list views were not displaying the assignee name. | |
| Fixed an issue where the due date badge on task template cards was displaying an incomplete summary with missing details. | |
| Fixed an issue where the Backspace key was not deleting selected connections on the workflow canvas, forcing users to rebuild templates from scratch after making connection mistakes. |
june 8th to 12th
ai
| Fixed an issue where the Run Report button from AI Explore was not working. | |
| Fixed an issue where DocSearch was bolding more text than just the exact full search term in snippets. | |
| Fixed an issue where DocSearch backend was not accepting unnecessary array brackets sent from the frontend. |
automations
| Rule Builder Inside the Automation Builder The Rule Builder is now available directly within the Automation Builder, allowing users to create more dynamic and intelligent automations with embedded conditional logic — without leaving the canvas. | |
| Combine Outputs Logic Step A new Combine Outputs step allows users to merge text-based outputs from multiple automation steps into a single structured result for use in downstream actions. This simplifies automation design by eliminating manual data mapping and supports nested structures and text-based values. | |
| Update System Object Records Action A new Update Record action enables automations to update existing System Object records using a record ID or filter criteria. Supports partial updates and returns the updated record for downstream steps. | |
| Custom Event Publishing Endpoint A new backend endpoint enables platform buttons to trigger automation events and publish them through the EventBus and Webhooks services, including contextual metadata for richer automation and integration scenarios. | |
| Autocomplete for Persons Autocomplete functionality is now extended to Persons, enabling faster and more accurate record selection across automations and supported experiences. | |
| Permission-Based Automation Access Automation visibility and management actions are now consistently restricted based on assigned user permissions, improving security and access control across the platform. | |
| Update SO Records Filtered by Object Type The payload configuration within the Update SO Records action is now filtered by the selected Object Type, showing only the fields relevant to the chosen object during configuration. | |
| In-Memory Caching for Node Configuration Process-level caching has been introduced for completion method results in node configuration, reducing redundant backend requests and improving response times when loading and configuring automations. | |
| Indexed Dependency Resolution for Array Fields Dependency handling for array-based fields (such as addresses) now correctly resolves dependent fields like State and City from the corresponding entry in the same array, rather than mixing values across entries. | |
| Fixed an issue where Starting Rule configurations with validation errors could still be saved after manually changing the object. | |
| Fixed an issue where Rule Builder configuration persisted after changing the object, allowing invalid cross-object rule conditions. | |
| Fixed an issue where the Rule Builder allowed dynamic references in starting rule configuration. | |
| Fixed an issue where fields from the request body were being ignored when executing an automation. | |
| Fixed an issue where users with logs-only access could not navigate to the Executions tab without manually changing the URL. | |
| Fixed an issue where users with Read: Any permission saw an "Untitled Process" tag in the automation name when accessing an automation created by another user. | |
| Fixed an issue where users with own-only access were redirected to an empty canvas when attempting to access another user's automation or execution via URL. | |
| Fixed an issue where "No options" was shown in the State dropdown when the selected Country was not the USA. | |
| Fixed an issue where HTML content became truncated after the first execution when using mixed dynamic references in an automation action. | |
| Fixed an issue where cache hit logs were not being tracked in Coralogix. | |
| Fixed a layout issue where the Save button on the canvas was displaced from its container when nodes had warnings and the automation name exceeded the container width. |
communications
| Microsoft Account Email (Nylas) Users can now send emails using their Microsoft account and receive replies directly within the platform, powered by Nylas integration. | |
| Automatic SMS Association Inbound and outbound SMS messages are now automatically linked to the appropriate Project or Lead when a unique match is identified, reducing manual association work. | |
| Large Attachment Support for Inbound Emails Inbound email attachments larger than 5 MB are now supported, allowing users to access, view, and manage larger files directly from email threads and the Documents module. | |
| Improved Date and Time Picker Experience The date and time selection experience for calendar events has been enhanced for better usability. | |
| Fixed an issue where the selected contact was not displayed in the "To" dropdown after being selected in the SMS quick action. | |
| Fixed an issue where the Events filter in the Activity Feed was not working. |
core
| Archive Permission for Project Permission Sets A dedicated Archive permission has been added to Project Permission Sets, giving Tenant Administrators granular control over who can archive records. The Archive level is positioned between Edit and Delete in the permission matrix, supports access levels (Any, Related, Own, None), and applies to both archiving and unarchiving actions. Existing Permission Sets are automatically migrated with the Archive level defaulting to their current Delete value. | |
| Streamlined Column Organization View The Column Organization view has been simplified by removing the Star, Archive, and Deleted filter views. Empty Name column cells are now automatically filled with "Unnamed" for consistent data display. | |
| Fixed a date format inconsistency between the grid display and the filter panel. | |
| Fixed an incorrect tooltip label on the Expand/Collapse button in the Control Center right sidebar. |
customization
| Event Bus Trigger Component A new configurable UI component allows users to trigger platform automations through standardized events published to the Event Bus, enabling operational actions to be launched directly from user interactions. | |
| Archive Incomplete Records Users can now archive records even when required fields are missing, allowing outdated or unused instances to be retired without being blocked by validation rules. | |
| Filter Fields by Required Attribute in Object Builder The Object Builder now supports filtering fields by their required attribute, making it easier to identify and manage mandatory fields during configuration. | |
| Improved Document Generation Template Selection The template selection experience for document generation, document creation, and form fill has been improved with better navigation, prevention of layout issues caused by long template names, and a consistent ordering mechanism for large template libraries. | |
| Consistent Selection and Hover States in Object Builder Selection and hover states across fields, field groups, and object types in the Object Builder are now standardized for a more consistent and predictable experience. | |
| Form Builder Usability Improvements The form builder has been updated to reduce unnecessary interaction steps and improve screen space usage, allowing administrators to configure forms more efficiently. | |
| Improved Project Group Navigation Project group navigation has been streamlined by reducing clicks and improving access to the project group list through a more intuitive chevron interaction. | |
| Fixed an issue where the workflow button was greyed out on project forms. | |
| Fixed an issue where a "Change Project Type" popup appeared when selecting the project type for the first time. | |
| Fixed an issue where forms were showing incorrect created dates of December 31, 1969. | |
| Fixed an issue where a "View Successfully Created" message appeared on view update instead of an update confirmation. | |
| Fixed an issue where the document relationship field list with types was returning an error. | |
| Fixed an issue where the delete field option was visible on context type and object type fields. | |
| Fixed an issue where wrong dates were displayed in the grid for date columns in project groups. | |
| Fixed an issue where multiple context settings were missing after importing a custom object. | |
| Fixed an issue where the required option for panels was missing in form configuration. | |
| Fixed an issue where the object field became empty after switching to another component during view creation. | |
| Fixed an issue where field names were being changed unexpectedly in Forms for specific tenants. |
documents
| Context > Child Objects Source Selector The source selector in the Word Add-In now follows a Context → Child Objects hierarchy with a built-in search bar, making it easier to locate and select the right data source when inserting fields into documents. | |
| Child Objects in Field Tag Component Child object fields are now available in the Field Tag component and can be inserted into document templates, expanding the data available for document generation. | |
| Fixed an issue where "Assign Tag" and "Unassign Tag" bulk actions were not available in Tile View. | |
| Fixed an issue where the sidebar scroll position reset after folder selection. | |
| Fixed an issue where tags were not consistently added or displayed in the grid. | |
| Fixed an issue where the tags dropdown appeared misaligned toward the left corner of the screen. | |
| Fixed an issue where the Table Jinja Tag was not properly formatted. | |
| Fixed an issue where deleted documents remained selected in the grid after the deletion action. | |
| Fixed an issue where the tile view kept stale selection state after downloading multiple documents. | |
| Fixed an issue where folder structure creation did not enforce minimum name length or uniqueness validation. |
explore
| First Four Filters Visible in Reports Header The most relevant filters are now displayed directly in the Reports view header, reducing clicks and making filtering faster. | |
| URL Fields Treated as Text Operators URL fields in the Report Builder now support the same filtering operators available for text fields, ensuring consistent behavior when filtering URL-based data. | |
| Execution Metadata in Get-by-ID Endpoint The Get Execution By ID endpoint now returns complete execution metadata — including ownership, timestamps, status, favorite state, parameters, template associations, and file information — enabling richer execution management and visualization. | |
| Simplified Default Columns in Reports and Executions Lists The default visible columns in the Reports and Executions lists have been updated to remove "Columns" and "Filters", providing a cleaner and more focused default view while preserving full column customization. | |
| Workspace Subcontext in Global View Builder Global views in the Component Builder and View Builder can now be assigned to one or multiple workspaces (e.g., Cases, Intake, Finance, Control Center), ensuring views appear only in the appropriate areas of the platform. | |
| Fixed an issue where the Home Dashboard Insights cards in the Cases workspace displayed empty or incorrect data. | |
| Fixed an issue where the Filter Builder was not displaying main object fields when searching for filter fields. | |
| Fixed an issue where shared users appeared duplicated in the "Share Report" modal when the report was also marked as a favorite. | |
| Fixed an issue where the "is favorite" flag was not working when marking a report as favorite through the execute report POST endpoint. | |
| Fixed an issue where dropdown fields did not support "OR" conditions in the Report Builder UI. |
intake
| Fixed an issue where converted and rejected Leads did not appear when filtering in the Leads section. |
workflow
| Task Assignment Notification When a task is assigned to a user — manually or by the workflow engine — the assignee receives an in-app notification, ensuring no assignment goes unnoticed without requiring active monitoring. | |
| Workflow Completion Rule Workflows now automatically close themselves when the configured completion conditions are met, whether waiting for all paths to finish or closing as soon as one path completes. Every completed workflow carries a clear outcome code for reporting and downstream triggering. | |
| Tasks View in Leads Users working with Leads now have the same task list experience available in Projects — including grouping, filtering, task progression, and the task sidebar — making Lead task management consistent with Project task management. | |
| Leads Running Workflows View A dedicated, filterable view now shows all workflows running in the context of a Lead, including status, position in the process, triggering user, and start time. | |
| Due Date Datetime Picker in Task Details Sidebar Users can now reschedule time-sensitive tasks with full date and time precision directly from the task details sidebar, preserving the original time precision when editing. | |
| Accurate Due Date Format in Task List Views Task due dates now display exactly how they were configured — date and time when a time was set, date only when no time was included — eliminating misleading time components. | |
| Context Type Display in Running Workflow Instances The running workflow instances view now shows the record type (Lead or Project) associated with each instance below the context name, giving users at-a-glance context without opening individual instances. | |
| Due Date Card with Hours Support Task template due date cards now show the complete calculation (reference date plus number of units), and due dates can now be configured in hours for higher precision on short-turnaround tasks. | |
| Workflow Creation Modal Visual Refresh The workflow creation modal has been updated to match the new visual style, with renamed fields for clarity and a simplified single-column layout. | |
| Open Task Direct Navigation Clicking "Open Task" from the Request Task modal now takes users directly to the task with the sidebar already open, and fixes a double-load issue that occurred when opening tasks this way. | |
| Filter Tags by Type in Assignment Strategy When configuring the assignment strategy for a task template, users can now filter available tags by type (Task Tags or Task Traits), making selection faster and reducing configuration errors. | |
| Workflow Instance Count on Templates List The workflow templates list now displays the number of instances created per template, giving Control Center administrators visibility into which templates are actively used. | |
| Workflow Execution View in Leads Users can now open and interact with a workflow execution directly inside the Lead context without being redirected away. | |
| Structured Logging for Workflow Service Operations Task operations processed by the workflows service now produce the same structured log events as the rest of the platform, closing an observability gap for ad hoc task creation, field changes, and timer activity. | |
| Fixed an issue where pressing Backspace deleted a node on the canvas while editing text in a template. | |
| Fixed an issue where the workflow templates list view was making an unnecessary Projects List API call on every load. | |
| Fixed an issue where workflow task generation failed when a task template changed from a user-assigned task to a manual request task type. |
june 1st to 5th
ai
| AI Search Enter to Search Pressing Enter in AI Explore now executes the search instead of adding a newline. Users who need a newline can still use Shift+Enter. |
adoption
| Reuse Conditional Rules on Different Objects Users can now apply the same conditional logic across multiple objects without rebuilding it from scratch each time. | |
| Show or Hide Inactive Objects Inactive objects can now be hidden while working on mappings, reducing visual clutter and making it easier to focus on relevant items. | |
| Date and Deadline Fields Manual Mapping Date and deadline fields can now be mapped correctly through standard mapping, ensuring accurate migration of time-sensitive data. | |
| Filtering and Sorting in Execution Grid Users can now filter and sort the execution grid to quickly locate specific executions. | |
| Legacy Create At and Create By Preservation Users can now preserve the original creation dates and authors from legacy systems during migration, maintaining historical accuracy. | |
| Standard Mapping for Documents and Contacts in Project Fields Data can now be mapped between different object types using shared and conditional mapping logic. | |
Route 53 DNS Record During Provisioning New tenants are now automatically configured with the required DNS setup during the provisioning process. | |
| Transformation Nodes Visibility in Dark Mode Transformation nodes are now more visible and easier to interact with in Dark Mode. | |
| Fixed an issue where imports with the same name across different import jobs were overwriting cache entries incorrectly. | |
| Fixed the sorting of context options to be alphabetical. |
automations
| Starting Rule Outputs in Automation Execution Logs Starting rule output payloads are now included in automation execution logs, providing improved visibility and making it easier to troubleshoot automation behavior. | |
| Enhanced Logging for incompatible_value Errors Error logging for incompatible_value events now includes the affected field, invalid value, and detailed validation information, making root cause analysis faster. | |
| Event-Based Communication Between Automations and Workflows A standardized event topic now enables communication between the Workflows and Automations services, supporting nested automation scenarios with a consistent execution event model. | |
| Fixed a data type compatibility validation issue for automation outputs and variables. | |
| Fixed an issue where fixed records selected from a dropdown were cleared when switching from one Get SO action to another. | |
| Fixed an issue where automations failed when an optional input field received a null value. |
communications
| Email for Leads Email is now available in the Leads context. Users can compose and send emails, receive replies associated with the Lead, and track email activity in the Activity Feed. | |
| SMS for Leads SMS is now available in Leads. Users can send and receive messages, view SMS conversations from Contacts and Leads, associate messages with Leads, track SMS activity in the Activity Feed, and receive notifications for incoming messages. | |
| Calendar for Leads Calendar is now available in Leads. Users can create and manage calendar events, view events by user or project, delete events, and track Lead-related calendar activity in the Activity Feed. | |
| Notes for Leads Notes are now available in Leads. Users can create and update notes, mention team members to trigger notifications, start discussion threads, and track Lead-related note activity in the Activity Feed. The Notes view displays notes associated with both Projects and Leads in a single unified location. | |
| Activity Feed for Leads The Activity Feed is now available in Leads. Users can configure which events are tracked for each Lead type and view activity by user or Lead. | |
| Email Templates with Dynamic Field Tags Emails can now be generated from templates with dynamic field tags. Users can select a template while composing, automatically populate the subject and body with contextual data, and make manual edits before sending. | |
| Color-Coded Events in Activity Feed Activity Feed object icons now use distinct colors per event type, making it easier to identify and differentiate activities at a glance. | |
| SMS Redirect from Activity Feed Redirecting from the Activity Feed now positions the view at the specific SMS message, rather than opening the general conversation. | |
| Fixed error messages that appeared when accessing the Communications module and sending an email in the Lead context. | |
| Fixed an issue where the "Communications" and "Notes" menu options were not displayed in the Lead context. |
core
| Email for Leads Email is now available in the Leads context. Users can compose and send emails, receive replies associated with the Lead, and track email activity in the Activity Feed. | |
| SMS for Leads SMS is now available in Leads. Users can send and receive messages, view SMS conversations from Contacts and Leads, associate messages with Leads, track SMS activity in the Activity Feed, and receive notifications for incoming messages. | |
Calendar for Leads Calendar is now available in Leads. Users can create and manage calendar events, view events by user or project, delete events, and track Lead-related calendar activity in the Activity Feed. | |
| Notes for Leads Notes are now available in Leads. Users can create and update notes, mention team members to trigger notifications, start discussion threads, and track Lead-related note activity in the Activity Feed. The Notes view displays notes associated with both Projects and Leads in a single unified location. | |
Activity Feed for Leads The Activity Feed is now available in Leads. Users can configure which events are tracked for each Lead type and view activity by user or Lead. | |
Email Templates with Dynamic Field Tags Emails can now be generated from templates with dynamic field tags. Users can select a template while composing, automatically populate the subject and body with contextual data, and make manual edits before sending. | |
| Task Tagging Restricted to Users The task tagging workflow has been updated so that only Users can be tagged within a task, preventing irrelevant objects from being linked and keeping assignments and notifications directed to the right team members. | |
| Archive and Delete Actions on Record Headers Direct Delete and Archive actions are now available in the headers of Projects, Leads, and Contacts. Archived records move to a dedicated Archive section and can be restored at any time; the delete option includes a confirmation step to prevent accidental removal. | |
| Rule Builder Enhancements (VoC Feedback) The Rule Builder now displays user-friendly names instead of system codes, hides inactive or unsupported options to prevent configuration errors, and ensures field selections update instantly when changing objects. | |
| Delete Icon on Dynamic Views A delete (trash) icon is now available next to individual items in dynamic views, allowing users to remove specific records from lists directly without unnecessary clicks. | |
| Redesigned Tag Creation Form The Tag Creation form has been completely redesigned to align with current design standards, providing a more modern and intuitive experience when organizing platform data. |
customization
Datetime Field Type Organizations can now capture and manage date and time values together within a single field across operational records and workflows. | |
| Workflow Button Trigger Events A configurable mechanism now allows workflow actions and platform automations to be triggered through standardized events initiated from user interactions on buttons. | |
| Record Propagation Across Project Groups When a record is created or deleted in the primary project, the change is automatically propagated to secondary projects in the group, ensuring consistency of shared records. | |
| Fixed an issue where clicking the edit button during a bulk action redirected users to the object form instead of the object builder. | |
| Fixed an issue where projects did not appear in the project selector when the number of records in a project group was very large (e.g., 300,000 records). | |
| Fixed missing icons that appeared the first time a user was redirected after clicking "+ Create New Form". | |
| Fixed a generic "Please check logs or contact the administrator" error that appeared when saving a new empty form. | |
| Fixed an intermittent generic "contact administrator" error that appeared in the JSON editor for customizable objects. |
documents
| E-Signature History View A new E-Signature History view is now available inside the Signing Session Details panel. It displays key events per signer — including Email Sent (initial send and any resends) and Signature Submitted — providing a read-only audit trail to monitor progress and troubleshoot signing issues. | |
| Fixed an issue where folder icons were hidden when folder names were too long. | |
| Fixed an issue where sending a reminder to a signer did not create an event in Version History. | |
| Fixed a broken search function in the folders list. |
explore
Report Execution Confirmation Modal A new pre-execution configuration modal allows users to define and manage execution settings before running a report. Users can name executions, mark them as favorites, and optionally save configurations as reusable templates, creating a more structured and traceable execution experience. | |
| Favorite Action Loading States Row-level loading states are now shown for executions, reports, and scheduled list items when marking them as favorites, providing immediate visual feedback while the backend processes the action. | |
| Report Preview Auto-Load in Edit Mode When a user enters edit mode on a report, the preview now loads automatically, reflecting the existing report configuration without requiring additional manual interaction. | |
| Quick Search Workspace-Aware Redirect Quick Search now redirects users to the correct workspace based on the selected System Customizable Object configuration, instead of always defaulting to the Cases workspace. | |
| Quick Search Support for Special Fields Quick Search now fully supports special field types composed of dynamic subfields — such as Email and Address fields — enabling reliable search across email addresses, cities, countries, streets, and similar attributes. | |
| Quick Search Dynamic Display Fields Quick Search result titles now align with the Display Card configuration defined in Control Center → Data Schema, creating a consistent and tenant-configurable search result experience. | |
| Report Execution Naming and Favorites Management A new PATCH endpoint allows users to update an execution's name and favorite status independently of its data or configuration, improving execution organization and personalization. | |
| Fixed an issue where custom column order was not preserved after running a report or saving a report template. | |
| Fixed an issue where downloading the grid content as a PDF generated a file with the view obstructed by the "Actions" column. | |
| Fixed an invalid URL in the "Your scheduled report is ready" notification email in production. |
intake
| Web Forms Intake Endpoint A standardized backend ingestion endpoint now accepts external intake submissions from hosted and embeddable forms. The endpoint supports attribution and tracking metadata such as UTM parameters, referrer information, device/browser data, and timestamps, establishing a scalable foundation for external intake ingestion. | |
| Intake Object at First The system now delivers a configuration-driven Intake experience where the Lead acts as a container and Intake objects serve as the primary interaction layer. This allows each Lead Type to have a tailored experience without requiring frontend changes. | |
| Communications Enablement for Leads in Intake The backend now exposes and enables the Communications module navigation from the Intake workspace, allowing the Communications team's full implementation to surface in the Leads context. | |
| Fixed an issue where the Lead documents section did not support scrolling or pagination when more than 8 documents were uploaded. |
workflow
| Nested Automation Execution in Process Manager Workflows can now trigger automations as part of their execution flow. The process manager executes the automation step, waits for its completion, and then advances the workflow, combining manual tasks with automated processes in a single flow. | |
| Nestable Automations List in Process Studio When adding automation steps to a workflow template, the selection list now shows only automations eligible for nesting, eliminating invalid configurations. | |
| Global Workflow Instances View Control Center administrators now have a single view to monitor all workflow instances across the tenant — including their status, position in the process, the triggering user, and start time — without needing to enter each project individually. | |
| Form Display in Form-Type Tasks When a task requires a form to be completed, assignees can now see that requirement clearly and open the form directly from the task detail panel. | |
| Active Timer Conflict Warning When a user attempts to start a timer on a task while another timer is already running, a confirmation modal appears showing which task is being tracked and for how long, allowing the user to decide whether to switch or keep the current timer. | |
| Node Duplication on Canvas Users can now duplicate task nodes and intermediate rule nodes directly on the canvas, carrying over all existing configuration, saving time when building workflows with repeated or similar steps. | |
| Server-Side Pagination for Workflow Instances List The workflow instances list now loads data in pages from the server instead of fetching all records at once, keeping the view fast and responsive regardless of how many instances exist in a tenant. | |
| Centralized Task Status Pre-condition Guard All task mutation endpoints now share a single status validation layer, ensuring task status rules are defined once and consistently enforced across every endpoint. | |
| Duplicate Request Prevention The frontend now prevents duplicate requests when a user clicks the same action multiple times, protecting the backend from unnecessary load and giving users clear visual feedback that the action is being processed. | |
| Task Mutation Validations Across Endpoints Closed task protection and other consistency rules — including timer auto-stop on unassign/close, timer reset restrictions, and template publishing requirements — are now enforced uniformly across all task mutation endpoints. | |
| Server-Side Pagination for Large Dataset Dropdowns Dropdowns that previously loaded all items in a single call now load items in smaller batches as the user scrolls, keeping the experience fast as those lists grow. | |
| Workflow Execution View Within Projects Users can now open and interact with a workflow execution directly inside the project context without being redirected away, and can navigate back to the executions list in one click. | |
| Task Template Role Scoping for Leads When configuring tasks inside a workflow template built for Leads, the available assignment roles now match the Lead scope rather than showing project roles, eliminating irrelevant options during setup. | |
| Tasks Menu Fixes (Top Navigation Bar) The "SEE ALL TASKS" button in the top navigation task menu now routes to the user's personal tasks view, and the menu shows a clear empty state when there are no tasks to display. | |
| Project Workflow Instances View Users managing a project now have a dedicated, filterable view showing all workflows running in that context — including status, process position, triggering user, and start time. | |
| Form Selection in Task Template Configuration Users can now link a specific form to a task when setting up a workflow template. The form list is scoped to the template's target object, ensuring only relevant forms appear in the selection. | |
| New Tenant Provisioning with Correct Indexes New tenants are now provisioned with the correct database indexes and collections from the start, preventing missing-index issues that could cause performance or data problems in workflows after adoption. | |
| Fixed an issue where the autocomplete filter did not retain the selected value after the user clicked outside the field. | |
| Fixed an issue where opening a task from the Project or Lead view redirected users to their Personal Task view instead of keeping them in context. | |
| Fixed an issue where no unsaved-changes warning appeared when a user cancelled out of a task node, causing silent data loss. | |
| Fixed an issue where the instructions field on the task template form changed height when the user switched task types, causing the form layout to shift unexpectedly. |