today
June Release Update
improvements
- We've now released Versions and Document History for all Build users. This makes Revisions function detailed below, as well as commenting on document edit available for all Build datasets.
feature
- Conditional Editability builds on our recent Limited Availability release, allowing you control when certain fields are editable, and by whom even when a document isn’t in the workflow. This will let you give edit rights to a small portion of a document in Complete status, while reserving full editing rights for your Admins. We've also added more complex indented logic to Limited Availability and Editability as part of this rollout so you can setup different behaviors at different points in a document's lifecycle.
- Inline Document Creation lets a user create a document right from a data lookup field. This will save your users time, and eliminate the need to jump back and forth between multiple apps when they need to finish a new document before linking it in their current form.
- Auto Populate Form Fields from a Data Lookup You can now automatically populate editable form fields with data returned from a Data Lookup. This allows users to start with values from a referenced record while still making changes as needed, reducing duplicate data entry and eliminating the need to manually retype information from linked forms.
- Bulk Action From the Document List Users can now delete or duplicate document in bulk from the document list. This allows users to duplicate all documents in a dataset for the first time, and provide a much more streamlined process for eliminating documents that no longer need to be retained in the system.
- Resubmit Withdrawn Documents Users can now make edits to and resubmit documents they have withdrawn from the workflow, allowing them to make necessary changes quickly and keep their documents moving through the process without starting over.
- Scheduled Secondary Workflows expands our new Secondary Workflow functionality, allowing you to schedule reminders when a protocol is about to expire, or drive annual form review processes.
- Reorder Tables and Repeaters allows users to change the order that records appear in tables or repeaters in their forms. If you need to amend the middle of your IACUC experimental design or change the order of agenda items on a committee agenda you now can with only a few clicks.
- Table and Repeater Calculation Footers in Document List adds calculation footers to the document list and makes them available in our Product Dashboard insights. In many cases these are critical reporting values and this expands our out of the box data export to cover a number of new use cases.
- Version Types and Limit Editablity allows you to control how users interact with forms based on the type of version they're working on, where the document is in the workflow, or the user's role.
- Revisions Users can now propose changes directly to existing versions, allowing them to update a version in place rather than creating a completely new one.
fix
Forms — filling out & editing:
- Fixed an issue with the Data Lookup multiselect not working after four selections.
- Fixed the checkmark/selected state showing incorrectly in the rules multiselect dropdown.
- Fixed incorrect results when multiplying currency and number fields.
- Fixed calculations that didn't run (or showed stale values) in view/review mode and in office‑use‑only sections.
- Fixed an issue with the Person Lookup field showing all options in auto‑filled gadgets.
- Fixed a currency integration displaying the wrong currency.
- Fixed person attributes not populating when a person is linked to a document.
- Fixed section‑level validations that blocked editing a document.
- Fixed default values for number gadgets not displaying inside repeaters.
- Fixed integration typeahead fields inside repeaters reverting or clearing their value on save.
- Fixed a blank edit page when the first section was hidden by conditional visibility.
- Fixed layout issues in the updated form UI: fields cut off on wide forms, text areas not expanding, and rules formatting.
Submitting, approvals & workflow actions:
- Fixed inconsistent validation enforcement that could block approval/workflow actions depending on action order or section visibility.
- Fixed unclear workflow errors (an "undefined" error on denial and a raw "[object Object]" on integration failures) so users now see meaningful messages.
- Fixed server errors that prevented some users from submitting or opening in‑progress workflow actions.
- Fixed the Dashboard tab being hidden from app admins and non‑admin users.
- Fixed the "See details in context" link in document history.
- Fixed the approval button being unreachable on mobile / narrow screens.
Notifications & PDFs:
- Fixed external email addresses not being normalized to lowercase, which affected delivery.
- Fixed workflow "review" buttons not rendering in some Outlook versions.
- Fixed intermittent failures that prevented notification and reminder emails from being sent.
- Fixed PDF export/attachment problems: blank or errored attachments, an extra blank page, text cut off at section boundaries, and export timeouts on large documents.
- Fixed the reminder‑email "Days" field being too small to show two‑digit values.
Documents, versions, lists & exports:
- Fixed document numbers incrementing incorrectly and duplicate document numbers.
- Fixed the version filter unexpectedly changing after a search.
- Fixed the "Apply Edits" button being greyed out on a saved draft.
- Fixed a plan disappearing after a field was removed from the form.
- Fixed CSV export failures and an incorrect calculated score in exported data.
- Fixed versioning issues: errors creating a new version, users unable to see version changes, a date not updating on new versions, and duplicate drafts when updating to the latest form version.
- Fixed "failed to delete document" and document export failures.
- Fixed document‑list "Created At" sorting for duplicated documents.
- Fixed table/repeater data not appearing in the document list and when opening a document via its list link.
- Fixed dataset records showing a blank label in lookups.
- Fixed budget summary totals not matching the budget list.
Admin & form‑builder experience:
- Fixed an undo/redo layout bug in Safari.
- Fixed permission assignments collapsing until refresh and long group/role names not wrapping.
- Fixed edit‑comment prompts still appearing when the top‑level history setting was disabled.
- Fixed rule changes not saving or not showing in view mode.
- Fixed email‑variable validation incorrectly flagging valid variables as missing/invalid.
- Fixed a search icon overlapping the search field in groups.
- Fixed publishing/saving errors: an incorrect "field should not exist" error, a metadata‑field publication error, publish errors not pointing to the right location, a duplicate‑key error blocking further saves, and an echo‑step validation failure.
- Fixed section description text alignment resetting when "Hide Title Header" was enabled.
- Fixed blank names showing for service‑role users in the workflow editor.
- Fixed a missing phone‑number metadata field and inconsistent user‑field behavior in metadata selection.
- Fixed a crash when searching columns without labels in Data Settings.
- Fixed workflow‑editor auto‑scroll jumping on large workflows.
- Fixed a concatenated integration field being unavailable in Data Lookup configuration.
- Fixed forms failing to save after moving descriptive text.
- Fixed dark‑mode readability and display issues on the permissions screens.
- Fixed being unable to scroll the Views list.
- Fixed an inert placeholder‑text field in the New Rules gadget and delete/ID edits being wrongly exposed on draft forms.
- Fixed being unable to move apps/products between Spaces.
- Fixed duplicate echo‑field entries in the workflow variable picker.
- Fixed preview not honoring the selected version for conditional‑visibility rules.
- Fixed the form outline export showing internal field IDs instead of labels.
- Fixed a help tooltip rendering behind the permissions table.
- Fixed Data Lookup lists not showing both advanced‑settings options.
- Fixed the catalog navigation builder dropping other curriculum item types when one was added.
Academic Ops - Catalog:
- Fixed documents approved via Bypass Workflow not publishing, which had hidden them from the catalog.
- Fixed catalog accuracy issues: in‑progress/denied content appearing, content bleeding in from other catalogs, broken/404 pages, incorrect content, and failed reindexes.