January 27, 2025 - Refreshed Admin Release Notes

Overview

As we make updates to our refreshed Admin user interface (UI) we want to ensure that you are being kept up to date with the changes we are making and what we are planning on working on next. Every two weeks, we will create a new article that highlights the changes that will be released with that week's User Acceptance Testing (UAT) release as well as upcoming changes. 

Releases to the UAT environment happen every other Monday starting at 8:00 p.m. CT. While we will try to maintain this schedule, we may occasionally do an off-cycle release to the refreshed Admin. Unless fixing an urgent bug that requires an immediate fix, we will refrain from doing off-cycle releases to the current Admin.

January 27 UAT release changes

January 27 is our early access release! We’re excited to give you early access to the refreshed Admin UI in your UAT environment. This is your opportunity to explore the new UI, familiarize yourself with the enhancements, and share any feedback. It is important to note that the refreshed Admin Portal is a “mirror” of the current Admin Portal, meaning data you change one portal will be reflected in the other. In future updates, we will provide more descriptive notes on what has updated with that development cycle's UAT release.

While we will begin the release during the evening of January 27, we expect the preview to be available in the early morning hours of January 28.

Upcoming in the next development cycle

Below are items that we are working on in our next development cycle, which runs January 27 through February 2. Unless noted, these will be available in your UAT environment on February 3. Please note that as our development cycle progresses this section may update. Items that are removed will have a strikethrough, while items that are added will be in green.

• Add conditional logic to form preview
• Adjust the fonts in form preview to accurately match Employee Portal
• Adjust order of Click defined address fields in form preview to match Employee Portal
  • Order will be Postal Code, Country, State / Province / Region
• Resolve issue with special characters causing errors on PDF upload for agreement forms 
• Update the UI/UX of the process flow configuration page
  • Replace Next and Back buttons with a unified arrow control to better denote you can move steps
  • Adjust the Add button to be called Add Activities, be larger, and change the color to primary green
  • Adjust spacing between process flow name and steps
  • Add drag and drop ability for steps
  • Adjust location of ellipsis to be next to process flow name
• Update the redirect after users add a data field to a data field group or collection to place them in data field group or collection the field was added to instead of the data field list landing page
• Update Collection data type so that users cannot add an additional Collections directly to that data type
• Update URL validation on in the task builder
• Resolve issue where attempting to rename a form only allows the user to preview the form
• Resolve issue where clients with no tasks can not create tasks
• Resolve issue where some users are unable to create drafts of forms
• Resolve issue where some users are unable to copy forms
• Resolve issue in form preview where collections with no minimum are experiencing an error stating that the minimum was not met
• Update pages to retain search results when navigating away and then back to the page
• Update task completion modal to better fit large task lists
• Update back button on Content entry to take the user back to the form instead of the forms list
• Update validation to ensure values are unique for fields defined as selection from list
• Add icons to the process flow configuration page to denote if there are step level milestones, process actions, or emails are configured
• Add icons to the process flow configuration page to denote if there are process flow level milestone, process actions, or emails are configured
• Update team member list and add team member export - will span multiple development cycles
• Add bulk imports - will span multiple development cycles

Questions or Feedback

Please submit questions or feedback to [e-mail]. If you are submitting a potential issue, include the following to help streamline the intake:

• Organization name
• Operating system
• Browser version
• A description of the issue and the intended behavior
• Any applicable error messages
• Any applicable screenshots or screen recordings