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2024-05-10

New Features

  • [UI] Added a “Force sequential” toggle that automatically shows workflow steps one at a time, eliminating the need to create separate visibility automations for sequential processes.
  • [API] Light role members now see a helpful upgrade message when they try to edit templates, making it easier for them to request the right permissions.
  • [API] Support teams can now instantly sync subscription data instead of waiting up to 24 hours, ensuring faster resolution of billing-related customer inquiries.
  • [API] You can now edit role assignments directly from the Tasks view and active processes using new pencil icons, making it faster to reassign work without navigating elsewhere.

Changes

  • [UI] Added step nesting with milestones, inline step creation, and duplicate step options to make building complex procedure templates much faster and easier.
  • [UI] Client reports now feature updated styling with improved typography, table formatting, and visual design that matches our latest branding guidelines.
  • [UI] Updated all help links throughout the app to point to our improved documentation pages for faster, more reliable access to guides.
  • [API] Stage titles can now be up to 250 characters long, giving you more space for descriptive workflow names.
  • [API] Updated all help links to direct you to our improved documentation website for faster access to current guides.

Bug Fixes

  • [UI] Fixed step and task numbers to update instantly when moving items in and out of milestones, eliminating the need for page refreshes.
  • [UI] Fixed duplicate “Congratulations! You’ve completed this process” messages that were cluttering the screen after finishing a process.
  • [UI] Milestone labels now support their full 250-character limit instead of being cut off at 31 characters, giving you more space for descriptive names.
  • [UI] Fixed real-time automation display issue when automation rules involved tasks within milestones, eliminating the need for manual page refreshes.
  • [UI] Fixed checklist items disappearing when checked - single characters and short text now stay visible in page view.
  • [UI] Rich text fields in document templates now stay editable when you reopen completed tasks, eliminating the need to refresh your page.
  • [UI] Fixed milestone loading issues so empty milestones now display correctly instead of showing endless loading spinners, plus task counts update instantly when moving tasks.
  • [UI] Fixed AI template generation failing for new organizations and trial accounts, plus search now works properly when typing 3+ characters for industry types.
  • [UI] Fixed “Launch another process” automation settings reverting unexpectedly and resolved permission errors when completing tasks that trigger new processes.
  • [UI] Fixed step numbering delays and visibility issues when working with milestones to make organizing your process steps smoother.
  • [UI] Fixed Light role users incorrectly appearing in template permission dropdowns, ensuring proper role restrictions are maintained.
  • [UI] Fixed attachment viewing in archived processes and improved hyperlink display in form fields, so you can access files and see properly formatted text without extra steps.
  • [UI] Fixed step ordering in procedure templates so steps now stay in the correct sequence immediately after deleting a milestone, without needing to refresh the page.
  • [UI] Fixed step reordering in templates with milestones so your process tasks now stay in the correct order after launch.
  • [UI] Fixed user deactivation when using “re-assign all tasks and steps” option, eliminating incorrect error messages that previously blocked the process.
  • [UI] Fixed assignee display issues in description boxes so team members and guests now show consistently with proper formatting instead of error messages or broken links.
  • [API] Fixed a bug where updating task details would sometimes fail due to improved data validation in the background.
  • [API] Fixed auto-naming for processes launched from task completion so the template name now displays correctly instead of showing just a hyphen.
  • [API] Fixed an issue where removing guest users would fail when they had completed tasks, ensuring smooth guest management.
  • [API] Template duplication now properly copies all webhook URLs, ensuring your integrations work seamlessly in duplicated templates.

Deprecated

  • [UI] Temporarily keeping the Form template filter option available in preparation for upcoming form template functionality enhancements.

Removed

  • [UI] Cleaned up leftover form template references throughout the platform to avoid confusion since this feature was discontinued.

Performance

  • [UI] Made user selection and loading much faster for organizations with thousands of members by fixing memory issues and reducing unnecessary data requests.
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