February 24, 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 24 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 24 UAT release. 

• Updated the form builder to not allow for the same data field to be used multiple times on a form
• Added warning notifications to pre-existing forms that utilize the same data field more than once
• Added the data field path to the form definition page
• Added the data field path to the field configuration page in the form definition
• Moved the Data Field section to the Processes & Content menu section
• Improved breadcrumbs
• Improved grid sizes on smaller screens
  • Removed the welcome note from the Action Center to give more real estate to the grid on smaller screens
• Updated locations to hide the default location group that is assigned at creation
• Adjusted all create and edit modals to be wider
• Updated the Explanation field when creating or editing a process flow or task to be a multi-line text box instead of single line text
• Updated the Employee Experience selection to be read only on editing a process flow
• Added error message when attempting to send an email from the employee list without selecting a template
• Completed bulk imports
• Resolved an issue where some users could not complete a content or agreement form built with custom HTML
• Updated Brand Name to enforce character limits
• Updated process flow fields to enforce character limits
• Updated form fields to enforce character limits
• Updated grapevine form completion to be full screen so that it is consistent with the Action Center
• Updated the form status column styling on the form list to help visually denote published vs draft forms
• Updated the task builder to not allow the user to add more than 15 tasks
• Adjusted the styling of create and edit task modal to be consistent with other modals
• Adjusted the styling of create and edit process flow modal to be consistent with other modals
• Updated styling of warning modals to give users a better visual indication that the alert needs attention
• Updated 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
• Adjusted the Info, Support, and Add Step dropdowns to use a white background instead of blue
• Adjusted 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.
• Adjusted 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
• Resolves issue with users being unable to complete forms if in a single tenant environment

Upcoming in the next development cycle

Below are items that we are working on in our next development cycle, which runs February 24 through March 9. Unless noted, these will be available in your UAT environment on March 10. 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 
• Update team member list and add team member export - will span multiple development cycles
• Add Location Identifier search to Locations grid
• Resolve an issue associated with adding collections and other data field types to a form
• Resolve an issue with Content forms built using a PDF not rendering correctly
• Resolve issue where invalid file types do not produce an error when building a Content form
• Resolve issue where creating a draft from a previously published Document Upload fails
• Resolve issue where images are not displaying on form preview or Admin form completion
• Resolve an issue where you cannot update the due dates for chained process flows
• Resolve issue where exporting data sometimes fails
• Resolve issue where after filtering the employee and process flow report to not show any results, the "There are no search results..." message fails disappear once filters are updated to return results.
• Resolve issue where the location status filter is always returning active locations regardless of filter settings
• Resolve issue where ClientManager and LimitedReadOnly access levels had permission to add new employees
• Resolve issue with employee due date and due date validation not working
• Resolve issue where prefilled data for conditional sub grid elements is not displaying
• Resolve issue where adding more than two values in a selection from list allows the third item to be blank
• Resolve issue where users cannot tab through an admin fom

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