This update focuses heavily on Case Management enhancements, introducing seamless data transfers from tasks to cases, real-time PDF template previews, and smarter recipient routing for workflows.
Release Notes
Stories- Signature Validation: The system now automatically checks for the existence of a valid electronic signature before a signing action can be completed.
- Flexible Email Routing: You can now dynamically select email recipients directly from a repetitive form section when performing a task action.
- Smart Task Assignment: A new option allows you to automatically assign a subtask to the specific holder of its related parent task.
- PDF Template Previews: You can now generate a live preview of your PDF
templates directly inside the editing screen, eliminating the guesswork
before saving.
Case Management Upgrades:
- Case participant details can now be embedded directly within case task form data.
- You can now initiate a brand new case workflow directly from a task action, seamlessly transferring all existing form data over to the case.
- Added a dedicated data loader for case participants that supports filtering by specific organizational roles.
Localization & UI Improvements:
- Search box placeholders can now be translated across multiple languages.
- Resolved a field-handling conflict that occurred when deleting specific pages or form sections.
Bug Fixes- We fixed an annoying loop where a multilingual popup would flash multiple times when navigating pages containing the AMAddress field.
- Resolved a data formatting error where technical [Object Object] text was incorrectly filled into "Report" tasks.
- When deleting a main tab that contains active sub-tabs, the system now warns you with a clear, user-friendly error message instead of a generic system error.
- Fixed a rendering error within the "protocol_main_template" document template.
- Added the missing "Submission Date" translation string to the .po language localization file.
- Fixed a display bug in the case task widget where participant data would go blank if a role was unassigned but a replacement user was present.
- Resolved an internal data error that completely blocked exporting XLSX reports in the Performance Statistics section.