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Changelog byAnnounceKit

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Improvement
3 weeks ago

Faster, clearer views for Projects and Contacts

We’ve refreshed the Projects and Contacts list views to make your daily work faster and more intuitive:

  • Cleaner layout with more data visible on screen
  • Compact rows and full-width tables for easier scanning
  • Right-click option to reset column sizes

If you manage multiple project structures, you’ll now see a “Managed by” column in the Projects view, making it easier to track ownership and responsibility across teams.

Improvement
3 weeks ago

Save Tender Offers in Fullscreen Mode

You can now save awardee selections directly in fullscreen mode - no need to exit or scroll up. The Save and Cancel buttons are now fixed just above the table, making offer analysis smoother and more precise.


Improvement
3 weeks ago

Auto-Redirect after creating multiple Purchase Orders

After approving a tender and splitting it into multiple Purchase Orders, you’ll be automatically redirected to the PO list related to a certain tender. This gives you immediate visibility and access to all generated POs - no more manual searching.

Improvement
3 weeks ago

Clearer messages during ongoing approvals

If another approval process (e.g., on a Purchase Order) is still running, you’ll now see a clear message explaining what’s happening and what needs to be finished first. This gives better visibility and helps you know when to proceed.

Example message:

“This action on the Purchase Order can’t be completed right now. Please wait for the current process ‘Purchase Order Approved’ to finish, then try again.”

Improvement
3 weeks ago

Revert Stock Changes

You can now revert stock changes directly in the Stock module - whether it’s a mistake in stock release or a manual adjustment. Select the changes and click Revert to reset the quantity and automatically update related values across Stock, Quotes, and any linked items.

The Changes view in Stock now clearly shows who made each update, when it happened, and what was adjusted, giving you full traceability over your stock operations. You’ll also see logs for cancelled reservations, order-to-stock conversions, and other key events.

⚙️ Permissions: Users need the “Revert Stock Changes” permission to access the Revert option and perform bulk actions on Stock changes. Others will not see the checkboxes or action buttons.

Want to enable this option for your team?
Contact the Archdesk Support Team – we’ll help you activate it and ensure it works for your workflow.

Improvement
3 weeks ago

All choices visible in Forms Preview & Print

Multi-choice inputs display all selected values correctly in the Form preview, PDF printouts, and exports - no more cut-off or hidden options.

This ensures better clarity when reviewing, saving, or sharing completed forms.

Improvement
3 weeks ago

Adjustable Checkbox label size for Forms

You can now set the font size for checkbox labels in the Form Configurator.
Perfect for section headers or emphasising key options — helping you build cleaner, more readable forms.

Need help updating your forms?
Contact the Archdesk Support Team – we’ll guide you through it.

Improvement
2 months ago

Change the order of Quote items with Drag & Drop

You can now reorder items without changing their names or removing them. This allows you to control the display order of your quotes for easier reading and clearer document generation.

The new order is saved across the platform and reflected in documents like Invoices and Tenders, as long as they are created after reordering.

How it works:

  • Drag-and-drop is available directly in the table view - no need to enter edit mode.
  • Look for the new drag handle column at the beginning of the table.
  • To reorder, click and hold the drag icon, move the item to the desired position, and release when the blue line appears.
  • Sorting and filtering do not block drag-and-drop. However, after a page refresh, default sorting (e.g., by Name) will be restored, except for moved items, which retain their position.
  • You can only reorder items on the same page.
  • Sub-items cannot be moved between different advanced items.

Impact on documents:

  • The new order is reflected in PDF exports and documents (e.g., Invoices and Tenders) only if created after the reordering.
  • If the document was created before the change, it will keep the original item order.

We recommend clearing all sorting and filtering before rearranging items. This ensures your custom order is saved and remains visible after refreshing the page.

⚙️ Permissions: This feature requires access to "Manage Project Quotes" for users. Others will not see the drag column. 

ℹ️ Note: The drag-and-drop action is applied instantly. Changes are not confirmed or logged. Support Team cannot restore item order or provide tracking of who moved what and when.

Improvement
2 months ago

Send Tender Invitations in Bulk

Tendering often involves inviting multiple companies or contacts to submit offers. Archdesk allows you to send all tender invitations in bulk.

What problem does it solve?

Instead of manually sending 5–10+ emails, you can select and invite all participants in one go. This eliminates repetitive work, speeds up your pre-construction process, and ensures consistent communication.

How it works (step-by-step):

  1. Ensure your Tender is in “In Progress” status (bulk sending is unavailable in Draft/Completed/Rejected).
  2. From the menu, click File → Send Invitation.
  3. A new bulk invitation window appears. The system lists all the Company and Contact emails linked to Tender Participants.

    1. Greyed-out entries mean missing email addresses - these can be added at the Company/Contact level.
    2. You can tick to bulk-select per company or choose individuals.
  4. After selection, click Next:

    1. Pick an email template (including Twig-based templates). Body text is not editable at this stage- must be preconfigured.
    2. Choose whether to attach the Tender documents
    3. View a summary of all selected recipients
    4. After clicking Send, invitations are logged in View → View Notification Log

ℹ️ Each company will receive a separate invitation. The company email will be set as the main recipient, while individuals assigned from the same company will be included in the CC. Email addresses from other companies will not be visible to recipients.

Improvement
2 months ago

Form Submission Reporting on Dashboards

You can now visualise numeric data from submitted Forms directly on your dashboards - as live counters and charts.

Form submissions often contain key information such as progress metrics, equipment costs, or safety checks. With this update, you can instantly summarise and group that data to track site performance, compliance, or costs — all in one place. 

Examples of what you can track:

  • Meters dug, concrete poured, or hours worked per day
  • Equipment costs reported through daily site forms
  • Operational KPIs pulled directly from the field

 

How to set it up:

  1. Go to dashboard → Add widgets → Forms widgets
  2. Select your Form
  3. Choose one of the widgets:

    1. Sum Submitted Numbers - sum number inputs from [form name] form submissions
    2. Sum Submitted Financial Inputs - sum financial inputs from [form name] form submissions
    3. Form Number Data Grouped by Type & Date - Submitted number inputs from [form name] submissions grouped by type and date in a chart
    4. Form Number Data Grouped by Type - Submitted number inputs from [form name] submissions grouped by type in a chart
  4. Select a numeric input field (e.g., length, value) as the Form number to calculate

Your dashboard will update automatically as forms are submitted.

Need help setting this up?
Contact the Archdesk Support Team - we’ll help you configure the best view for your workflow.