> ## Documentation Index > Fetch the complete documentation index at: https://docs.elementum.io/llms.txt > Use this file to discover all available pages before exploring further. # Previous Releases > Elementum platform releases prior to April 2026. ## April 2026 #### AI Agent Orchestration **Skill Tool Types** - Configure agent skills with new tool types (Search Record, AI Search, Create Record, Update Record, Automation) that execute natively without a supporting automation. **Ask User Question Tool** - Collect structured user input during agent chats through in-chat forms controlled by agent instructions. **AI Powered Documentation Assistant** - Chat with the AI Docs Assistant from the Help icon for how-to and informational guidance across Elementum, with quick-link topics for popular articles. **Conversation Ended Tracking for A2A** - Trigger follow-up workflows when A2A conversations wrap up, with configurable record creation and timeout behavior. **Voice Agent Caller Authentication** - Authenticate callers with MFA passcodes and scope voice agents to run as the current caller. **Agents on Admin Managed Views** - Attach agents to Admin Managed Views, including a full-page chat experience for the new Agent view type. **Updated Provider Management Page** - Configure AI providers and models from a unified list, with the Features tab scoped to feature-model configuration. **Multi-Agent Gateway** - Connect one Agent Gateway to a curated set of agents, and assign a gateway to the Elementum homepage for unified chat. #### AI Search **AI Search on Tables** - Bring AI Search directly to the Tables object with multi-field search across semantic and keyword search per field. **Link to Existing Cortex Search Service** - Reuse an existing AI Cortex search service on a Snowflake table from any App or Element without recreating it in Elementum. #### Workflow Automation **Automation Tracing** - Step-by-step execution traces with live input/output inspection and a 72-hour rapid recovery window for debugging. **Execute Script Action Record List** - Bulk-change multiple records in a single Execute Script action with new Record and List of Record value references. #### Application Design **Admin Managed Views** - Configure customized List, Kanban, Dashboard, Calendar, and Agent views at the admin level with default filters, sorting, column visibility, row density, and sharing controls. **Navigation Sidebar Redesign** - Flexible sidebar layout with new icons, floating previews on hover, pinning, and optional labels. #### Platform Management **Environment Category Indicators** - Assign Development, Test, Stage, or Production categories to environments with color-coded indicators, a fly-out selector, and switch notifications. **Managed Groups Visibility** - Toggle Mentionable, Watchable, Assignable, Approvers, and Data Access permissions on system-managed groups. **User Group Visibility** - See a user's profile and all group memberships on the new User Detail page for faster audits. **App Deployment History** - Full deployment log per App with source and target environment, initiator, timestamp, outcome, and error details. *** ## March 2026 #### AI Agent Orchestration **Agent Skills** - Agents discover and execute Skills at runtime, with admin control over which skills each agent can access. **Pre-Loaded Skills** - Pre-load up to 3 skills on an agent so recurring tasks execute instantly without runtime discovery. **Agent Instructions Version History** - Track changes to agent instructions, compare versions side-by-side, and revert to a previous version when needed. **Agent Conversation History Waterfall View** - Waterfall breakdown of all requests in a conversation, with timing and message previews to debug agent performance. **Multi-Modal on Gemini-Powered Agents** - Attach images or PDFs in messages to Gemini-backed agents in the Admin Builder, Personal Assistant, and Record Details. **Tactical A2A Responses** - Receive streamed A2A messages from Elementum agents. #### AI Search **AI Search Table Creation Enhancements** - AI Search tables are created immediately with status indicators, support one-click retry on errors, and accept input value references for filters. **AI Search from Automations** - Add an AI Search action to automations, run dynamic semantic queries, and pass the results into downstream actions. #### Workflow Automation **Search Group Action** - Programmatically locate user groups by name during execution and pass resolved groups into downstream actions such as comments and notifications. **Limit Automation Actions Per Execution** - Default cap of 1,000 actions per workflow execution to prevent runaway loops. **Automation Versions** - View previously published automation versions and start a draft from any earlier version. **Trigger User Action Automations on Record Details** - Trigger automations directly from user-initiated actions on a record. **Webhook Trigger Custom Response Bodies** - Define JSON, cXML, or TEXT response bodies for webhook triggers to integrate with external systems. **Base64 Utility, Script Docs, and Testing** - Base64 encode/decode helpers, in-editor documentation, and a script testing experience inside Execute Script actions. #### Workspace & Data **Global Filters for Elements, Tasks, and Charts** - Apply global filters to Elements, Tasks, and Charts widgets for consistent data across workspace views. #### Record Experience **Real-Time Collaboration on Records** - See who else is viewing a record and where they are focused inside workspaces and objects to avoid conflicting changes. #### Channels **Accept Files Through Slack Agents** - Send file attachments to Elementum agents from Slack workspaces. #### Reporting **Report Layout Configuration Flexibility** - Custom PDF report formatting with reference value display, merged cells, text styling, and template duplication. *** ## February 2026 #### AI Agent Orchestration **Starting Actions for Agents** - Pre-configured action chips appear in chat before a user's first message, with optional inline forms to collect inputs. **Copy Agent Tools** - Duplicate or move tools across agents within an app, with auto-generated names to prevent conflicts. **Voice Agent Model Configuration** - Select the model powering voice experiences over the phone, including OpenAI GPT-4o Mini and xAI Grok 4.1 Fast. **Show Tool Calls in Chat** - Real-time visibility into when agent tool calls are running and completed. #### Workflow Automation **Run an Automation Button** - Add custom buttons to record layouts to trigger workflows, with custom labels, icons, integrated pop-up forms, and live status updates. **Reorder Actions** - Drag-and-drop handle to reorganize automation actions and Logic blocks, with real-time validation and an Undo button. #### Application Design **QR Code Scanning Support** - Contextual QR scanning directly within record fields, with downstream automations to parse the data across the record. #### Platform Management **Multi-Factor Authentication** - TOTP-based MFA using apps like Okta, 1Password, or Google Authenticator to protect against compromised passwords. **Activity Log Refresh** - Consolidated timeline across Support, Tasks, and App Admin records with searchable entries and click-to-expand before/after views. *** ## January 2026 #### AI Agent Orchestration **Copy Agent Configuration** - Duplicate existing agents with complete configurations for rapid deployment and iteration. **Field Filtering for Record Search** - Select specific fields in record searches to improve agent performance and manage context windows. #### Workflow Automation **Service Account Management** - Securely manage non-human access with automatic permission validation and access warnings. *** ## December 2025 #### AI Agent Orchestration **MCP Tool Protocol** - Standardize how agents run actions between systems with a unified protocol. **A2A Self-Signed JWT Auth** - Flexible authentication for agent-to-agent communication with automated key rotation. **Bedrock Agent Management** - Orchestrate specialized AWS agents alongside your existing fleet. **Custom OpenAI Endpoints** - Use your approved OpenAI or Azure endpoints globally without changing workflows. **Reasoning Effort Control** - Adjust AI reasoning depth from minimal to high for complex, multi-step tasks. #### Workflow Automation **Email Attachments** - Send generated reports and files directly from automation workflows. **Interventions Dashboard** - Monitor automation failures with metrics, alerts, and admin notifications. **Out-of-Office Status** - Automatically skip unavailable users in assignment workflows. **Slack Message Triggers** - Start automations from Slack messages with full content and metadata access. **API-Powered Elements** - Dynamically fetch real-time data from external APIs in your fields. *** ## November 2025 #### AI Agent Orchestration **Embedded Flow Agents** - Build intelligent workflows by embedding agents directly into your Flows. **Secure Portal Operations** - Agent tools execute with current user permissions for secure, portal-ready workflows. **End-to-End Agent Workflows** - Server agents now handle complete workflow execution from start to finish. **Snowflake Agent Management** - Manage and scale your agent operations seamlessly through Snowflake connections. #### Workflow Automation **Simplified File Processing** - Connect File Readers directly to Data Mining without additional App Record setup. **Streamlined Trigger Configuration** - New intuitive UI makes automation trigger setup faster and easier. *** ## October 2025 #### Integrations **OAuth Support** - Seamless OAuth authentication for secure API integrations. **Flexible API Formats** - Support for XML and plain text in API requests. #### Collaboration **Slack Integration** - Instant answers and agent integrations directly in Slack. #### AI Agent Orchestration **Language Routing** - Automatically route voice calls based on caller language. **Agent Task Automation** - Trigger and assign agent tasks through workflows. **Automated Calling** - Start agent phone calls directly from automations. **Multi-Agent Orchestration** - Enable agents to delegate tasks to other agents. #### Workflow Automation **XML Processing** - Process XML files within automation workflows. **Webhook Support** - Handle webhook payloads in automation triggers. **Script Execution** - Execute JavaScript scripts within automations. *** ## September 2025 #### AI Agent Orchestration **Voice Agent Enhancements** - Idle messages to keep callers engaged and custom start messages for agent tools. #### Workflow Automation **Real-Time Notifications** - Automate real-time notifications for key users. *** ## August 2025 #### AI Agent Orchestration **Multilingual Voice Agents** - Voice agents support additional languages including Chinese, Korean, and Thai. #### Workflow Automation **Phone-Based Workflows** - Launch workflows via AI agent phone calls for real-time assistance. **Notification Controls** - Configure notification settings at the app level. **Related Items Discovery** - Find related items in automations with flexible filtering and sorting. ### Enhancements #### Platform Management **Granular Permissions** - Manage roles and permissions at the individual app level. *** ## July 2025 #### AI Agent Orchestration **Agent Automation Triggers** - Agents can trigger automations directly for streamlined execution. #### Application Design **Streamlined Setup** - App creation wizard with optional access policy configuration. **Agent-Driven Workflows** - On-demand automation triggers for agent-driven deterministic workflows. **Inline Editing** - Edit rich text fields directly in List View. **Email Automation** - Automate custom email notifications with dynamic content. **BI Integration** - Create views for seamless BI tool integration. ### Enhancements #### Collaboration **Enhanced Messaging** - Threading, reactions, and editing for better communication. **Activity Tracking** - Track creation details and changes for better visibility. **Shared Dashboards** - Admins can manage and share dashboards across users. *** ## June 2025 #### AI Agent Orchestration **AI Agents** - Incorporate AI agents into your workflows and business processes with natural language design and workflow integration. #### Application Design **Workflow Health Monitoring** - Quickly assess workflow health with visual indicators and detailed run history. **AI-Powered File Processing** - Extract and query data from files using AI for dynamic automation workflows. **Validation Tools** - Identify and handle broken value references in automations. #### Platform Management **Expanded AI Support** - Support for OpenAI GPT 4.1. ### Enhancements #### User Experience **Streamlined Preview** - Faster record data preview with fewer clicks. **Enhanced Triggers** - Improved trigger management capabilities. *** ## May 2025 #### Workflow Automation **Organizational Hierarchy** - Access user's manager information in automations for dynamic workflow routing. **Flexible Relationships** - Multi-select dropdowns to support many-to-many data relationships. **File Processing** - Unzip files in automations and process individual files from archives. #### Platform Management **Expanded AI Support** - Support for OpenAI GPT models. ### Enhancements #### Workflow Automation **Graceful Error Handling** - Handle API failures elegantly within workflows. **Automatic Metrics** - Automation savings metrics are now saved automatically. **Loop Controls** - Reference first and last iterations when processing loops. *** ## April 2025 #### Workflow Automation **Text Processing** - SPLIT function for processing text data in automation calculations. **Approval Exceptions** - Exception option in approval processes to trigger specific workflows. **User Interaction Controls** - Lock records during automation to improve user experience and prevent conflicts. #### Platform Management **Flexible Timeout Settings** - Configure inactivity timeouts separately for desktop and mobile users. **Alternative Identifiers** - Support for non-email identifiers in Single Sign-On. ### Enhancements #### Workflow Automation **Performance Controls** - Configure automation triggers for enhanced performance. **Simplified Configuration** - Click-to-add actions and triggers for faster workflow setup. *** ## March 2025 #### Platform Management **Configurable Session Timeouts** - Set custom inactivity timeouts with separate settings for desktop and mobile users. **Flexible User Identification** - Choose how users are identified in SAML—by email or external ID. #### Application Design **Approval Exceptions** - Exception handling for more flexible approval workflows. **Automation Control** - Prevent specific updates from triggering automation chains. ### Enhancements #### Workflow Automation **Simplified Configuration** - Click any action to add it directly to your workflow. **Real-Time Visibility** - See active automations mid-progress on record details and list views. **Enhanced Stage Layouts** - Improved stage layout management with better guidance and navigation. #### User Experience **Streamlined Details** - Cleaner Record Details page with improved focus. **Clear Hover States** - Better visual feedback for ID fields across all views. **Organized Settings** - Display settings relocated for easier access. *** ## February 2025 #### AI Capabilities **DeepSeek R1 Support** - Cost-effective reasoning model for complex analytical tasks. **OpenAI o3-mini** - Enhanced problem-solving with improved efficiency and speed. #### Analytics & Reporting **Modernized Dashboards** - Refreshed design with improved layouts and enhanced readability. #### Application Design **Flexible Layout Options** - More flexible positioning for related items in record layouts. **Redesigned Approvals** - Updated approval interface with clearer status indicators. **JSON Field Type** - Store and work with structured JSON data directly in records. #### Workflow Automation **Automated Reporting** - Generate custom reports automatically at key workflow stages. **File Upload Workflows** - Send files to external systems via automation actions. #### Data Management **Bulk Operations** - Manage multiple relationships simultaneously for efficient data maintenance. **JSON Processing** - Process JSON files and API responses in automations. #### Integrations **Flexible Authentication** - Configure custom headers for OAuth-enabled API requests. #### Platform Management **Custom Email Domains** - Send emails from your organization's domain for improved deliverability. #### Advanced Features **Custom Functions** - Define custom functions for sophisticated data processing. *** ## January 2025 #### Application Design **Related Record Workflows** - Find and retrieve related records in automations for dynamic workflows. **Improved Settings** - Enhanced visibility for display settings controls. **Enhanced Date Selection** - Quick navigation to distant dates with improved date picker. **Modernized Interface** - Refreshed configuration interface with clearer organization. **Filtered Selection** - Filter available records when creating relationships for faster connection. #### Workflow Automation **Unified Approval Workflows** - Consolidated approval trigger for simplified configuration. **Consistent Builder Experience** - Unified automation interface across the platform. **Approval Context** - Access approval details directly in workflow triggers. **Enhanced API Integration** - Better handling of API responses in automations. #### Data Management **Configuration Interface** - Dedicated interface for managing table settings. #### Integrations **OAuth Support** - Secure integration with modern APIs using OAuth 2.0. **Teams Integration** - Send automated messages directly to Microsoft Teams channels. #### User Experience **Quick Preview** - Preview Kanban cards without leaving board context. *** ## December 2024 #### Application Design **Self-Assignment** - Automatically assign new records to their creator. **Consistent Processing** - Unified behavior across all record creation methods. **Resizable Previews** - Adjust preview panel width to optimize screen space. **Enhanced Error Pages** - Clearer guidance and helpful navigation for errors. **Automatic Recovery** - System automatically maintains data infrastructure integrity. **Default Protection** - Configure fields to be locked by default for security. **Data Governance** - Visibility into data storage locations for governance and troubleshooting. #### Workflow Automation **Protected Field Updates** - Automations can update locked fields while maintaining user restrictions. #### Integrations **Dynamic API Integration** - Pass record data dynamically to external systems. #### Mobile Experience **Enhanced Navigation** - Improved mobile navigation with faster transitions and better touch interactions. #### User Experience **Task Management** - Improved interface for managing background operations. *** ## November 2024 #### Application Design **Stage-Based Layouts** - Customize record layouts for each workflow stage to focus users on relevant information. **Enhanced Image Editor** - Improved editor with persistent preferences across sessions. **Mobile Navigation** - Enhanced mobile experience with better touch targets and streamlined menus. #### Workflow Automation **Approval Metadata** - Access approval completion details in automation triggers. #### Data Management **Complete Excel Support** - Support for all Excel file types for automated data extraction. **Enhanced Processing** - Better handling of unstructured spreadsheet data. #### Surveys **Flexible Survey Editing** - Remove and restructure survey pages without rebuilding. *** ## October 2024 #### Analytics & Reporting **Unified Dashboards** - Combine data from multiple applications on a single dashboard. **Optimized Exports** - Report images automatically optimized for easy sharing. #### Application Design **Access Controls** - Appropriate user visibility based on access boundaries. **SLA Management** - Configure service level agreements with detailed tracking. **Smart Assignment** - Automatically assign work based on team availability and workload. **Enhanced Bulk Uploads** - Faster processing for high-volume data imports. #### Workflow Automation **Dynamic Assignment** - Automate work routing based on workload and availability. **Comment-Based Triggers** - Trigger workflows when comments are added to records. #### User Experience **Optimized Images** - Images automatically sized for optimal performance. **Persistent State** - Kanban column selection remembered across sessions. *** ## September 2024 #### AI Capabilities **Expanded AI Models** - Additional AI model options to optimize for accuracy, speed, or cost. **Mistral Large 2 Support** - Strong multilingual performance and reasoning capabilities. **OpenAI o1-mini** - Advanced reasoning model for complex problem-solving. **Llama 3.2 Support** - Latest generation of open-source AI with improved performance. #### Analytics & Reporting **Image Galleries** - Add organized image galleries to custom reports. **Professional Exports** - PDF exports maintain formatting for professional sharing. #### Application Design **Enhanced Performance** - Faster page loads across list views and dashboards. **Legacy Format Support** - Support for older document and spreadsheet formats. #### Workflow Automation **Performance Improvements** - Faster workflow execution with reduced latency. *** ## August 2024 #### AI Capabilities **Jamba Model Support** - Extended context window ideal for processing large documents. #### Analytics & Reporting **Time-Series Analysis** - Create charts with flexible date/time-based grouping. **Widget Editing** - Modify dashboard widgets without recreating them. #### Application Design **Data Protection** - Safeguards prevent accidental data loss when creating records. **Advanced Calculations** - Reference calculated fields within formulas for sophisticated logic. **Flexible Calculations** - Run calculations on dynamic dropdown relationships. **Smart Configuration** - AI service options automatically filter to supported models. **Enhanced AI Access** - Access to latest AI capabilities regardless of primary data region. **Faster Loading** - Optimized record loading for quicker page loads. #### Workflow Automation **Advanced Filtering** - More precise control over workflow triggers and actions. **Context-Aware AI** - Dynamic AI categorization that adapts based on record data. **Multi-Value Processing** - Process multi-select dropdown values individually in workflows. #### Data Management **Hybrid Data Access** - Real-time transactional data access capabilities. #### Platform Management **Consumption API** - Programmatic access to consumption data for custom reporting. *** ## July 2024 #### AI Capabilities **GPT-4o Mini Support** - Cost-effective AI model option ideal for high-volume operations. **Llama 3.1 Support** - Access to latest open-source AI capabilities with enhanced reasoning. #### Analytics & Reporting **Consistent Report Exports** - Preserved formatting across exported documents. #### Application Design **Enhanced Reliability** - Improved data sync reliability with automatic reconnection handling. **Customizable Kanban** - Choose which fields display on Kanban cards for at-a-glance context. **Improved Navigation** - Hyperlinks open in new tabs to maintain context. **Flexible Picklists** - Update dependent picklist values while maintaining validation. **Filter Management** - Modify existing saved filters as needs evolve. #### Approvals **Improved Delegation** - Enhanced interface for managing approval coverage. #### Workflow Automation **Automation Visibility** - Visual indicators show when automations are actively running. #### Data Management **High-Volume Processing** - Support for enterprise-scale data migrations and batch processing. **Expanded Capacity** - Comprehensive results for large datasets and high-volume scenarios. #### Integrations **Enhanced Security** - Private key authentication for improved security and compliance. #### User Experience **Faster Navigation** - Instant section access with improved navigation bar. *** ## June 2024 #### Analytics & Reporting **Enhanced Reports** - Add related items and images to custom reports with professional layouts. **Complete Report Exports** - Exported reports include all visual context for complete documentation. #### Application Design **SLA Tracking** - Set service level agreements for workflow stages to measure velocity. **Branded Communications** - Configure branding for external notifications. #### Workflow Automation **Enhanced History** - Better visibility into automation execution for troubleshooting and auditing. **Simplified Updates** - Update multiple fields in a single automation action. #### Data Management **AI Template Mapping** - Create file reader templates with intelligent AI-suggested field mappings. **Shareable Templates** - Include complete data ingestion workflows in marketplace templates. #### Integrations **Performance Improvements** - Faster data retrieval for external system integrations. #### User Experience **Consistent Filtering** - Full filtering capabilities across all view types. #### Collaboration **Participant Management** - Granular control over external chat conversations. *** ## May 2024 #### AI Capabilities **Dynamic AI Classification** - AI classification with live data and full auditability. **AI Q\&A** - Ask natural language questions about records and get AI-generated answers. **Expanded AI Models** - Additional AI model options to match performance and compliance needs. **GPT-4o Support** - Faster processing with cost efficiency across AI-powered features. **Enterprise AI Integration** - Run AI entirely within your cloud environment for enhanced security. **AI Cost Visibility** - Track AI usage costs alongside ROI calculations. #### Analytics & Reporting **Custom Report Designer** - Create highly customized report layouts from multiple data sources. #### Application Design **Dynamic Relationships** - Define flexible automatic connections between records using filters. **Enhanced Editor** - Advanced formatting capabilities for professional documentation. **Advanced Formatting** - Custom number display formats for cleaner, more readable data. **Expanded Filters** - More precise control over chart data and time ranges. **Persistent Preferences** - Automatically save and restore filter selections across sessions. #### Data Management **Widget Configuration** - Configure sort order for dashboard widgets. **Document Processing** - Automated data extraction from Word documents. **Inline Editing** - Make changes directly within aggregated data views. #### User Experience **Enhanced Task Management** - Sort and filter work across all applications to prioritize effectively. *** ## April 2024 #### AI Capabilities **AI Conversation Summaries** - Generate instant summaries of conversation threads. **AI Document Extraction** - Automatically extract structured data from document images. **AI Anomaly Detection** - Automatically detect anomalies and outliers in data patterns. **Explainable AI** - AI classification with transparency into reasoning and decision-making. **AI Contract Analysis** - Automatically extract key terms from contracts for compliance. #### Application Design **Multi-Level Dropdowns** - Create complex dependent dropdown chains for guided selection. **Smart Filtering** - Show users only relevant options based on their attributes. **Quick Record Creation** - Rapid creation of related records directly from current record. **Customizable Sorting** - Control display order of dropdown values. **Advanced Filtering** - Comprehensive filtering with complex logic and saved presets. #### Data Management **Enhanced Filtering** - More precise control over data views and analysis. #### Integrations **Enhanced Security** - Improved authentication for cloud data connections. #### Platform Management **Historical Tracking** - Track changes to consumption rates over time. #### User Experience **Kanban View** - Visual board view for workflow and project management. *** ## March 2024 #### Application Design **Usage Alerts** - Proactive alerts about platform consumption within the Flow Designer. **Task Queue Visibility** - View all background tasks with progress tracking. #### Approvals **Enhanced Approval Context** - Preserved formatting in approval fields for better readability. #### Workflow Automation **Email Attachment Processing** - Automatically process and associate email attachments with records. #### Data Management **Enhanced Error Handling** - Clear diagnostics and automatic cleanup for failed operations. **On-Demand Validation** - Validate configurations before activating scheduled execution. **Data Relationships** - Create connections between aggregated and detailed data. #### Integrations **Cross-Platform Analytics** - Work with data across multiple cloud connections simultaneously. #### Platform Management **Flexible Pricing** - Configure consumption rates to align with business value. *** ## February 2024 #### AI Capabilities **AI Summarization** - Automatically summarize multiple field values into concise summaries. **AI Classification** - Automatically classify and categorize records using AI. #### Application Design **Inline Testing** - Test and validate calculated fields directly in the configuration interface. **Precise Time Calculations** - Support for exact hour and minute calculations in date fields. **Dependent Dropdowns** - Create nested dropdown relationships that filter options based on selections. **Secure Data Storage** - Store all conversation history with complete data control. **Unified Workflow Editing** - Modify automation logic directly within the Flow Designer. #### Approvals **Contextual Notifications** - Include dynamic field values in approval emails for informed decision-making. #### Workflow Automation **Email Workflow Templates** - Rapid deployment of email-to-record workflows. #### Marketplace **Configuration Management** - Manage user assignments and permissions for marketplace templates. **Pre-Configured Filters** - Templates include ready-to-use filtered views and reports. **Advanced Templates** - Include sophisticated data transformations in marketplace templates. #### Surveys **Survey Sharing** - Export and import complete survey configurations. #### User Experience **Regional Preferences** - Set preferred date format for regional display preferences. *** ## January 2024 #### Analytics & Reporting **Application Dashboards** - Create dedicated analytics dashboards with pre-configured charts and metrics. **Template Analytics** - Get insights from newly installed applications immediately with included analytics. #### Application Design **Persistent Preferences** - Your task list preferences are preserved across sessions. **Email Management** - Add BCC recipients to automated emails for oversight and record-keeping. **Personalized Notifications** - Enhanced email notifications with sender identification. **Multilingual Support** - Translate field labels and dropdown values for global teams. **Custom Styling** - Add colors and icons to dropdown options for better visual identification. **Secure File Storage** - Store attachments with complete control and visibility. #### Approvals **Approval Templates** - Export and import approval configurations with marketplace templates. **Dynamic Approval Routing** - Context-aware approval routing based on record data. **Enhanced Approval Interface** - Improved clarity and management of approval workflows. #### Workflow Automation **Template Automation** - Import pre-configured automations with marketplace templates. #### Data Management **Redesigned Interface** - Improved navigation and organization for data operations. **Template Data Views** - Deploy applications with pre-built data aggregation views. **Complete Workflow Templates** - Import complete data analysis workflows instantly. #### Marketplace **Communication Templates** - Pre-built response libraries to accelerate communication workflows. **Visual Flow Diagrams** - Understand application structure before installation. **Enhanced Marketplace** - Improved browsing experience and categorization. #### Platform Management **Usage Alerts** - Automatic notifications for platform consumption thresholds. #### User Management **Dependency Protection** - Warnings about dependencies to prevent accidental disruptions. *** ## December 2023 #### Platform Performance **Background Processing** - Long-running operations run in the background without blocking your work. #### Data Management **Record Export** - Export individual records for sharing with external stakeholders. **Template Flexibility** - Configure imported templates to use your existing elements for consistency. #### Marketplace **Template Management** - Administrative interface for publishing and managing templates. **Template Catalog** - Browse pre-built templates with search and preview capabilities. **Guided Installation** - Intuitive installation process for marketplace templates. #### Surveys **Advanced Survey Design** - Create multi-page surveys with custom sections and instructions. *** ## November 2023 #### Analytics & Reporting **Usage Dashboard** - Track platform usage across workflows and data processing. #### Application Design **Usage Analytics** - Monitor usage patterns and engagement metrics to optimize adoption. **Custom Branding** - Customize emails and surveys with your organization's branding. **Real-Time Collaboration** - See updates from other users across all views without refreshing. #### Workflow Automation **Enhanced Automation Builder** - More intuitive interface for creating complex workflows. **Conditional Branching** - Add switch-based conditional logic for multiple workflow paths. **High-Volume File Processing** - Process large files through automation actions. **Dynamic User Management** - Query and retrieve user information for dynamic assignments. **Personalized Notifications** - Create context-aware automated messages. **Inline Calculations** - Perform calculations directly within automation actions. **External Data Integration** - Connect to external systems for data transformations. #### Marketplace **Pre-Built Templates** - Browse and install application templates for rapid deployment. #### Platform Management **Flexible Pricing** - Configure consumption rates to align with business value. #### Surveys **Automated Reminders** - Send reminder notifications to increase survey completion rates. **Enhanced Survey Management** - Improved administration interface for survey management. #### User Experience **Streamlined Admin Experience** - Comprehensive improvements focused on ease of configuration. #### User Management **Automated User Provisioning** - Automatically provision and manage users through your SSO provider. *** ## October 2023 #### AI Management **Centralized AI Control** - Configure which AI models are available for your organization. #### Platform Performance **Enhanced Performance** - Significant speed improvements for faster page loads across all applications. **Improved Error Handling** - Better troubleshooting information without blocking navigation. #### Workflow Automation **Advanced Record Operations** - Query and update records within single automation actions. #### Data Management **File Processing** - Import and process data from Excel files automatically. #### Surveys **Survey Builder** - Create reusable survey templates integrated into workflows. **Visual Survey Design** - Configure surveys within the Flow Designer. #### Collaboration **Real-Time Updates** - See record changes instantly without refreshing. *** ## September 2023 #### AI Capabilities **AI Translation** - Automatically translate text fields into multiple languages for global teams. **AI-Powered Design** - Get intelligent field recommendations when building forms. **Flexible AI Integration** - Choose between AI providers to meet security and compliance requirements. #### Application Design **No-Code Form Builder** - Create custom intake forms with drag-and-drop interface. **Comprehensive Audit Log** - Track all changes and activities within applications. **Flexible Workflows** - Easily reorder workflow stages as processes evolve. **Unified Task Management** - View all assigned work in a single consolidated list. **Safety Controls** - Confirmation prompts for bulk operations to prevent accidents. #### Workflow Automation **Flexible Data Relationships** - Control how automations structure data relationships. **Batch Processing** - Process large sets of data with looping automations. #### Collaboration **Group Mentions** - Notify entire groups with @mentions. **Environment-Based Security** - Configure security requirements separately for production and testing. *** ## August 2023 #### Analytics & Reporting **Flexible Visualizations** - Configure chart types and axes for clearer insights. #### Application Design **Multi-Select Fields** - Allow users to select multiple values in dropdown fields. #### Approvals **Parallel Approvals** - Configure workflows where multiple approvers must approve simultaneously. **Approval Data Protection** - Automatically lock fields when approvals are submitted. **Approval Delegation** - Delegate approval authority to keep workflows moving. **Enhanced Approval Experience** - Role-specific views for requestors, approvers, and administrators. #### Workflow Automation **Precise Approval Control** - Reference specific approval chains in automations. **Cross-Application Updates** - Update fields in related records across different applications. #### Data Management **Multi-Source Analytics** - Create charts from aggregated data across multiple sources. #### Integrations **Connection Management** - Visual interface for managing cloud data connections. #### Mobile Experience **iOS App** - Native iOS application with enhanced performance and offline capabilities. #### Platform Management **Timezone Management** - Set default timezone for consistent handling across the organization. #### User Experience **Visual Form Builder** - Drag-and-drop designer for complex intake forms. **File Upload Support** - Enable file attachments on forms for supporting documentation. *** ## July 2023 #### User Experience **Enhanced Error Handling** - Clear, actionable error messages with automatic support reporting. #### Workflow Automation **ROI Tracking** - View estimated time and cost savings for each automation. **Organization Dashboard** - Overview of all applications with ROI and savings metrics. **Dynamic Approval Routing** - Route approvals dynamically based on record data. #### Data Management **Advanced Preview** - Filter and sort data when previewing tables before analysis. *** ## June 2023 #### Analytics & Reporting **KPI Displays** - Display key metrics prominently on dashboards with single-value visualizations. #### Application Design **Smart Data Relationships** - Automatically create relationships between records for seamless analytics and navigation. **Data Quality Tools** - Clean and standardize data for accurate analysis. **Streamlined Admin Experience** - Redesigned interface for faster application configuration. **Enhanced Navigation** - Updated navigation system with improved structure and organization. **Real-Time Collaboration** - See live updates and who else is viewing records to prevent duplicates. **Smart Formula Builder** - Intelligent suggestions when building calculated fields. **Advanced Calculations** - Reference dropdown values in calculated fields for dynamic logic. **Organization Hierarchy** - Manage organizational structure for reporting and workflow routing. **Data Protection** - Lock specific fields to prevent unauthorized changes. **Simplified Intake** - Request submission interface for users who don't need full application access. #### Approvals **Email-Based Approvals** - Approve or reject requests directly from email without logging in. #### Data Management **Export Capabilities** - Export multi-source data views for external sharing and analysis. #### Marketplace **Pre-Built Solutions** - Access pre-built data applications for rapid deployment. #### Mobile Experience **Android App** - Native Android application with full mobile capabilities. #### User Experience **Enhanced Forms** - Improved field configuration with helper text and guidance. **Updated Views** - Refreshed design with improved performance. *** ## May 2023 #### AI & Automation **AI-Powered Email Processing** - Automatically extract and structure data from incoming emails into actionable records. #### Analytics & Visualization **Goal Tracking** - Add target lines to charts to track progress against KPIs and business objectives. **Image Collaboration** - Edit and annotate images directly within the platform for quality assurance and reviews. #### Workflow Automation **Execution Tracking** - View detailed logs of automation triggers and executions for auditing and troubleshooting. #### Mobile Experience **Native Mobile Apps** - Enhanced mobile capabilities with offline support for iOS and Android. *** ## April 2023 #### Application Design **Advanced Filtering** - Filter related records based on field values for easier data navigation. **Visual Workflow Designer** - Map and configure multi-stage processes with visual tools. **Enhanced Analytics** - Use calculated fields in charts for sophisticated data analysis. #### Workflow Automation **Pattern-Based Triggers** - Trigger automations based on discovered data patterns and trends. **Cross-Application Workflows** - Reference data from multiple sources within automations. **Automated Data Connections** - Connect insights to relevant records automatically. **Smart Templates** - Use templates to ensure consistency when creating records. **Dynamic Context** - Build flexible, context-aware automation actions. #### Data Intelligence **Automated Data Analysis** - Schedule automated queries to discover patterns and trends in your data. *** ## March 2023 #### Application Design **Role-Based Dashboards** - Create customized dashboards assigned to specific users or groups. **Smart Data Inheritance** - Automatically populate related records with relevant field values for consistency. **Improved Navigation** - Streamlined menu structure for faster access. #### Workflow Automation **Automated Approvals** - Trigger approval requests automatically based on conditions. **Context-Aware Workflows** - Pass data between automation steps and notify users dynamically. **Multi-Step Workflows** - Build sophisticated workflows that cascade through multiple stages. #### Integrations **External System Integration** - Send data to external systems and third-party tools. #### Platform Management **Enhanced Usage Controls** - Customizable monitoring to match operational needs. *** ## February 2023 #### Analytics & Reporting **Cross-Application Analytics** - Create visualizations that show how business processes connect across applications. #### Application Design **Dynamic Data Selection** - Populate dropdown fields automatically based on your existing data. **Personalized Dashboards** - Create and assign custom dashboards tailored to different teams and roles. **Enhanced User Experience** - Redesigned home layout with improved navigation. #### Workflow Automation **Advanced Conditions** - Set automation conditions that compare values between fields. **Improved Reliability** - Enhanced automation configuration experience. #### Data Management **Streamlined Interface** - Improved visibility into data structure and relationships. *** ## January 2023 #### Analytics & Reporting **Analytics Builder** - Create custom charts and visualizations to understand data trends and gain actionable insights. #### Application Design **Cloud Data Flexibility** - Seamlessly work with data across cloud providers. **Enhanced Navigation** - Collapsible navigation that maximizes workspace efficiency. **Advanced Calculations** - Build sophisticated conditional logic in calculated fields. #### Workflow Automation **Multi-Channel Notifications** - Route automated notifications to specific channels while maintaining access controls. #### Platform Management **Usage Monitoring** - Track platform usage to understand resource utilization. *** ## December 2022 #### Analytics & Visualization **Top Charts** - Visualize your most impactful data with charts that help identify trends and priorities at a glance. **Advanced Filtering** - Filter records based on related items to analyze impacts across your data. #### Workflow Automation **Automated Communication** - Automatically add comments to records based on workflow triggers. **Approval Workflows** - Trigger automations based on approval actions for streamlined approval processes.