2023-08-08

New Features

• [UI] You can now favorite processes directly from the Activity Panel with a simple star click, making it easier to prioritize important work.
• [UI] Added system variables (process ID, task ID, field ID) to text editor dropdowns for easier reference in forms and descriptions.
• [UI] Added support for Light user roles with simplified billing, letting you invite team members at a lower cost while maintaining full control over who can edit templates.
• [UI] Form fields now support default values to pre-fill content and guide users, making forms faster to complete and reducing errors.
• [UI] You can now add prefix and suffix text (like ”$” or “units”) to form fields, making it clearer what information to enter.

Changes

• [UI] Tallyfy AI now automatically uses your organization’s industry setting when creating templates, making the setup process faster and more personalized.
• [UI] Improved form field variable insertion by streamlining how the system identifies tasks, making the feature work more efficiently across all user interfaces.
• [UI] Form fields now load faster by fetching only the data you need for each specific process instead of loading everything.
• [UI] Document editor now highlights the Field Controls area with background coloring, making it clearer which field you’re editing.
• [UI] Tables now support column sorting for custom fields and filtering by form field values, making it easier to find and organize your data.
• [UI] Moved tag and folder management to the main view with handy dropdowns, making it much easier to organize and find your content.

Bug Fixes

• [UI] Fixed form date fields so your default date values now save properly and work as expected.
• [UI] Fixed missing close buttons in automation trigger sections so you can now properly close trigger fields when setting up workflow automations.
• [UI] Fixed file downloads in task descriptions and comments - clicking uploaded files now properly downloads them instead of redirecting to homepage.
• [UI] Fixed signup, password reset, and task completion issues that were preventing users from receiving important email notifications.
• [UI] Fixed auto-naming dropdown to instantly show newly added required fields from Key Order Forms without needing to refresh the page.
• [UI] Fixed emoticons now displaying consistently when switching between normal and fullscreen editing modes, providing a smoother writing experience.
• [UI] Fixed file uploads so documents now download properly and display correctly without corruption errors.
• [UI] Fixed image and video uploads in rich text editor that were failing with loading errors, restoring full media functionality.
• [UI] Fixed error pages briefly flashing in Tracker Table view, making the page load smoothly without visual interruptions.
• [UI] Fixed horizontal scrolling glitch that occurred when clicking the Sort menu in Tracker view for smoother navigation.
• [UI] Fixed guest links that sometimes failed to load when accessing processes, ensuring reliable access for external collaborators.
• [UI] Fixed sorting and filtering for dropdown, checklist, and radio form fields in Tracker’s Table view for easier process data organization.
• [UI] Fixed guidance content in template steps now saves automatically when you click away from the field after editing.
• [UI] Fixed inconsistent help text display in document template builder so guidance appears properly for all field types.
• [UI] Fixed list bullets and numbers not showing when using the text editor in fullscreen mode.
• [UI] Library procedure alerts now show clear validation messages instead of confusing error text when default choices aren’t selected.
• [UI] Fixed multiple template editor issues including auto-save failures that caused data loss, overly long auto-generated names, and date field settings not saving properly.
• [UI] Fixed template print layout issues so embedded content, form fields, and step details now display properly without overflow or alignment problems.
• [UI] Fixed text fields in reopened tasks now becoming immediately editable instead of appearing disabled and requiring you to close and reopen again.
• [UI] Fixed activity feed messages to correctly show “step copied” instead of confusing “deleted rule” and “updated rule” notifications when copying procedure steps.
• [UI] Fixed error messages in step short text fields to show clean, readable text instead of confusing technical formatting when exceeding the 200-character limit.
• [UI] Fixed search for guest users when assigning tasks, so you can now easily find and assign existing guests in all areas.
• [UI] Fixed activity logs so Standard users can now view complete and current template activity without permission errors.
• [UI] Fixed animated GIFs incorrectly appearing in error messages when custom error settings were enabled across Tracker, Tasks, and template search views.
• [UI] Fixed document editor fullscreen mode so form fields, menus, and controls now display properly and respond correctly when editing content.
• [UI] Fixed snippet search in Personalization settings so you can now find your saved snippets by typing keywords in the dropdown.
• [UI] Standard users can now view the activity feed in the Blueprint Library, showing updates for all templates they have access to.
• [UI] Fixed form display issues and added smart auto-naming to make launching processes smoother with more consistent names.
• [UI] Improved checklist form fields with clearer validation options and fixed alignment, error messages, and text display issues for a smoother editing experience.
• [UI] Fixed text overflow issue where long template descriptions would spill outside task borders, making content easier to read.

Deprecated

• [UI] Improved tooltip display in automation rules as part of our enhanced rule management system.
• [UI] Based on the issue summary indicating this is a deprecated feature request that was moved to another tracking system without implementation, this would not be appropriate for a user-facing changelog entry. Changelog entries should communicate actual changes, fixes, or improvements that have been delivered to users, not requests that were transferred or remain under consideration without implementation.

Removed

• [UI] Since this issue was closed without any actual changes or fixes being implemented, there is no user-facing improvement to document in a changelog entry.