Release notes: November 2024

See what's happening with the Capptions Direct platform. New features, updates, and fixes for the mobile app and web portal. We're always working hard to make compliance easy.

New

API: Extend REST APIs with Asset-related endpoints. We've added the functionality to an existing RESTful API system to support the management and interaction of asset-related data. This enables users or external systems to perform operations such as retrieving, creating, updating, or deleting assets via API calls.

For Each: A new "Foreach" node has been introduced, enabling users to iterate through repeated sections of a form within a workflow, enhancing flexibility and efficiency in form management.

Form: KPI Formatting: Users can now assign a human-readable label to each Key Performance Indicator (KPI) and format the KPI values with customizable prefixes and suffixes, such as "prefix (VALUE) suffix," enhancing clarity and presentation.

Organization: Enhanced search capabilities and implemented alphabetical sorting for improved navigation and organization.

Organization: Enhanced the members listing page with new filtering and sorting options to improve user navigation and facilitate easier management of member information.

Bundle: Introduced the option to preselect the "All Members Team" during a step in the Bundle Wizard, streamlining user onboarding process.

Fix 

KPI Dashboard: Resolved an issue with the Team filter functionality in Custom Dashboards.

Workflow: Fixed an issue when report node changes got reset or were not saved

Reports: Resolved an issue affecting the alignment of the "Report Builder" button for improved usability.

Workflow: Resolved an issue that caused the workflow calculator to operate incorrectly, ensuring it now functions as intended.

Workflow: Resolved an issue that prevented the automatic updating of Key Performance Indicators (KPIs) within the workflow builder.

Assets: Fixed search functionality

Form: Corrected an issue where conditions in duplicated sections were mistakenly linked to the original section rather than the intended cloned section.

Workflow: Resolved an issue that affected the customization of Calculator Key Performance Indicators (KPIs) within the report node.

Workflow: Resolved an issue that caused the report name to be cleared, ensuring that the file name remains intact even after being entered.

Report: Resolved issues related to the customization of fields across various report types, ensuring consistent and seamless functionality.

Actions: Resolved an issue that caused long text answers to be improperly displayed when viewing a draft task, ensuring better visibility and readability.

Organization: Resolved an issue that caused two user accounts to be inadvertently linked when accessed through the same browser session.

Actions: Resolved an issue that caused select field options to be hidden in the form.

Actions: Resolved an issue that caused the automatic autocomplete feature to function improperly.

Workflow: Resolved an issue that caused the settings of the Assignment Forwarding node to reset unexpectedly.

Workflow: Resolved an issue that affected the functionality of the Submission Overview node.

Update 

Workflow: Introduced new blue connection lines for the "Review" node while eliminating executable connections for the "Submission Overview" node to enhance clarity and functionality.

Actions: Enhanced the performance of forms that contain numerous fields and complex conditions, ensuring a smoother user experience.

Organization: We've enhanced the number formatting throughout the system by utilizing the user's browser locale for a more personalized experience.

Actions: Introduced the ability to filter open tasks based on their reference numbers, enhancing task management efficiency.

Reports: Automatic PDF report generation is enabled if only one user is on the team.

Forms: Enhanced the form preview feature to include validation checks for any incorrectly configured fields and conditions, ensuring users can easily identify and correct errors before submission.

Bundle: The Wizard Setup Configuration has been enhanced to present the list of options in alphabetical order, improving accessibility and ease of use for users.