February 10, 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.

February 10 UAT release changes

Thank you to everyone that has previewed the refreshed Admin portal and provided feedback. Please continue to do so! Below are the changes you will see in the refreshed Admin portal after our February 10 UAT release.

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

Upcoming in the next development cycle

Below are items that we are working on in our next development cycle, which runs February 10 through February 23. Unless noted, these will be available in your UAT environment on February 24. Please note that as our development cycle progresses this section may update. Items that are removed will be red, while items that are added will be in green.

• Improve the performance of the employee list for large data sets - Please note this will span into the next development cycle starting on February 24
• Update form builder to not allow for the same data field to be used multiple times on a form
• Add warning notifications to pre-existing forms that utilize the same data field more than once
• Add the data field path to the form definition page
• Add the data field path to the field configuration page in the form definition
• Move Data Field to the Processes & Content menu section
• Improve breadcrumbs
• Improve grid sizes on smaller screens
• Update locations to hide the default location group that is assigned at creation
• Ensure deleted process flows appear appropriately when filtering in the Employee List
• Adjust all create and edit modals to be wider
• Update the Explanation field when creating or editing a process flow to be a multi-line text box instead of single line text
• Update the Employee Experience selection to be read only on editing a process flow
• Add error message when attempting to send an email from the employee list without selecting a template
• Finish bulk imports
• Update team member list and add team member export - will span multiple development cycles
• Resolve issue where some users could not complete a content or agreement form built with custom HTML
• Update Brand Name to enforce character limits
• Update process flow fields to enforce character limits
  • Note an issue was found with copying process flows that will be worked on next cycle
• Update grapevine form completion to be full screen so that it is consistent with the Action Center
• Update the form status column styling on the form list to help visually denote published vs draft forms
• Update the task builder to not allow the user to add more than 15 tasks
• Adjust the styling of create and edit task modal to be consistent with other modals
• Adjust the styling of create and edit process flow modal to be consistent with other modals
• Update styling of warning modals to give users a better visual indication that the alert needs attention
• Update button styling across the platform to use consistent themes and orders pages
  • Primary buttons are green with white text
  • Secondary buttons have a blue border and blue text
  • Button order on list pages is Clear Filters, Export (where applicable), and Create
• Remove the welcome note from the Action Center to give more real estate to the grid on smaller screens
• Adjust the Info, Support, and Add Step dropdowns to use a white background instead of blue
• Adjust the layout of the Brands page to be consistent with the rest of the platform
  • The column order is Reference Name, Logo, Company Default, and Actions
  • Reference Name is a hyperlink that allows the user to edit the Brand.
• Adjust the layout of the Locations Group page to be consistent with the rest of the platform
  • Name is now a hyperlink that allows the user to edit the Location Group
  • The actions column has been removed
• Resolve issue with users being unable to complete forms if in a single tenant environment

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