2022-11-14

New Features

• [UI] Added a simple filter button to temporarily hide completed tasks in processes, making it easier to focus on what still needs to be done.
• [UI] Process launchers can now be required to organize new processes with folders and tags, making it easier to keep your workspace tidy and organized.
• [UI] You can now add explanation videos to your templates from YouTube, Vimeo, or Loom to help team members understand processes better.
• [API] Added automated backups for guest accounts, templates, and code snippets so you can easily access and export all your workflow data.

Changes

• [UI] Auto-naming for processes now works consistently with form fields regardless of their required status, preventing naming conflicts.
• [UI] We moved the “Publicize” settings into the “Permissions” tab so all access controls are now in one place for easier setup.
• [UI] Simplified the billing page for trial users with clearer upgrade options and a prominent green upgrade button to make purchasing easier.
• [UI] Simplified the “Launch Process” wizard header to just say “Launch” for a cleaner, more focused interface.
• [UI] Changed “Launch Document” button to say “Use Document” which better matches how people naturally talk about working with documents.
• [UI] Process auto-naming now works with required Date, Dropdown, Radio, and Checklist fields, making it easier to create meaningful process names automatically.
• [UI] Added specific date option to Launch Process power tools for more flexible deadline management, matching existing functionality.
• [UI] Redesigned empty folder view with a prominent “Create Blueprint” button to make starting new templates faster and more intuitive.
• [API] Simplified email notifications when removing team members by using clearer, consistent terminology that matches the rest of the platform.
• [API] Improved file storage flexibility by making storage backends easily swappable for future geographic compliance and cost optimization.

Bug Fixes

• [UI] Fixed kick-off form fields used for auto-naming processes to stay required, preventing confusion when launching new processes.
• [UI] Fixed process auto-naming to only show relevant field types, removing large text fields that shouldn’t appear as naming options.
• [UI] Fixed launch wizard showing unnecessary role assignment page when no steps had roles, making the process launch flow cleaner and more intuitive.
• [UI] Fixed intermittent freezing issues where task panes wouldn’t close and templates couldn’t launch after extended use.
• [UI] The “Assigned to a member” filter in Tasks view now responds properly when selecting team members to filter tasks.
• [UI] Fixed timezone dropdown menus in Settings that weren’t showing options, so you can now properly select your timezone in both Profile and Organization sections.
• [UI] Fixed “Completed by” field now properly displays when tasks assigned to groups are completed, improving task tracking clarity.
• [UI] Fixed apostrophes in table column names that previously caused errors when configuring data capture steps in templates.
• [UI] Improved spacing around the “You have no tasks” message in the guest view for better readability and visual clarity.
• [UI] Fixed double-clicking to select all text in input fields, which stopped working properly after a recent interface update.
• [UI] Fixed an issue where guest users could accidentally become the only person assigned to a task - now organization members are always included as assignees.
• [UI] Fixed empty state message in Documents filter view so you see proper text instead of error codes.
• [UI] Fixed confusing comment errors on public sample templates by properly hiding the comment button when commenting isn’t available.
• [UI] Fixed SSO login loops caused by incorrectly configured identity provider URLs, ensuring smooth authentication for all users.
• [UI] Templates moved to Uncategorized folders now automatically unpin themselves, eliminating sorting confusion and maintaining consistent folder behavior.
• [UI] Fixed redundant email reminders being sent to guests after completing each task, reducing notification spam while keeping daily digest emails.
• [UI] Fixed dropdown menu alignment so text and icons now have proper spacing and look consistently aligned across all menus.
• [UI] Disabled users now see a clear message with date and administrator details instead of confusing error pages when trying to log in.
• [UI] Fixed form field labels getting cut off in the Process Launch Wizard so you can now see complete field names when launching processes.
• [UI] Fixed an issue where one-off task creator assignments weren’t properly cleared when disabling users, making the process smoother and more reliable.
• [UI] Fixed duplicate template creation when clicking create buttons multiple times by preventing accidental double-clicks during the process.
• [UI] Fixed Universal Search to properly show restricted tasks by redirecting you to the assignee’s filtered view instead of your empty Tasks page.
• [UI] Standard users now see clearer controls in Snippets management - edit options are hidden when you don’t have permission to change them.
• [UI] Blueprints now instantly disappear from your favorites list when you unfavorite them, keeping your view clean and up-to-date.
• [UI] Group task completion now shows completer names and updates the complete button correctly, matching the clear progress tracking you get with individual assignments.
• [UI] Fixed missing annotation details in the task pane and now properly displays your timezone instead of UTC for all annotation timestamps.
• [UI] Enhanced task filtering so you can now see group-assigned tasks when filtering by individual team members who belong to those groups.
• [UI] Support administrators can now edit the visibility settings of public templates across all organizations, improving template management capabilities.
• [API] Fixed a database error that prevented saving organization data when names exceeded length limits, ensuring all organization information is properly stored.
• [API] Fixed a data storage issue that was preventing some organization settings from being saved properly.
• [API] Fixed an issue where organizing items into folders could sometimes fail due to duplicate entries, making folder management more reliable.
• [API] Fixed activity feed loading errors that could occur when viewing process updates and deadline changes.
• [API] Fixed activity feeds to properly group automatic task comments under their parent process instead of showing them separately.
• [API] Fixed tasks with only guest assignees disappearing from your task views by automatically including you as an assignee to keep them visible.
• [API] Fixed email notifications timing out when task updates were sent, ensuring you now receive timely alerts about task changes.
• [API] Fixed activity feed comments showing incorrect information when launching new processes from approval tasks, ensuring accurate tracking history.
• [API] Fixed an error that prevented adding team members to organizations when duplicate user relationships already existed.

Deprecated

• [UI] Added ability to disable guest users and make their links inaccessible, just like you can with team members.

Removed

• [UI] Removed video recording analytics to enhance user privacy and streamline our application for better performance.

Security

• [UI] Only administrators can now permanently delete processes and templates, protecting your important workflows from accidental removal.

Performance

• [API] API response times improved by identifying optimization opportunities for throttle management and maintenance checks.