March 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.

March 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 March 10 UAT release. 

• Refreshed Admin is now the default experience in UAT
• Adjusted the data being returned in the Employee List to streamline the focus of the list
• Resolved an issue associated with adding collections and other data field types to a form
• Resolved an issue where adding multiple collections at once caused an error
• Resolved an issue where updating the document associated with an Agreement form was not updating as expected
• Resolved an issue with Content forms built using a PDF not rendering correctly
• Resolved an issue where invalid file types were not producing an error when building a Content form
• Resolved an issue where creating a draft from a previously published Document Upload failed
• Resolved an issue where images were not displaying on form preview or Admin form completion
• Resolved an issue where you could not update the due dates for chained process flows
• Resolved an issue where exporting data sometimes failed
• Resolved an issue where after filtering the employee and process flow report to not show any results, the "There are no search results..." message failed to disappear once filters were updated to return results.
• Resolved an issue where the location status filter was always returning active locations regardless of filter settings
• Resolved an issue where ClientManager and LimitedReadOnly access levels could see the Create Employee button
• Resolved an issue with employee due date and due date validation not working
• Resolved an issue where prefilled data for conditional sub grid elements was not displaying
• Resolved an issue where adding more than two values in a selection from list allowed the third item to be blank
• Resolved an issue where users could not tab through an admin fom
• Added shortcuts to the WYSIWYG editor in the form builder

Upcoming in the next development cycle

Below are items that we are working on in our next development cycle, which runs March 10 through March 23. Unless noted, these will be available in your UAT environment on March 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.

• Update SSN masking to not be "999-99-9999" which can cause confusion over what data is entered
• Add ability to cancel process flow from employee profile page
• Resolve issue where error message persists on process flow modal after resolution
• Improve autofocus experience when a user has an error
• Disable the export button until data loads to avoid accidental errors
• Resolve issue with suffix erroring when set to selection from list
• Update Locations list filtering
• Update team member list and add team member export - will span multiple development cycles
• Update form modes to align closer to the current UI experience. Major change is removing the immediate edit ability for published form. Published forms are view only unless the user selects edit. 
• Resolve issue where the Team Member list was maxing out at 200 records
• Resolve issue with italic text and hyperlinks not working as expected in form builder
• Resolve issue with legacy Vimeo links not loading in the form preview or completion
• Wrap text on long dropdown items in the form preview and form completion
• Update the file name for downloaded employee forms to EmployeeId_Name_FormName.extension
• Improved error handling when user attempts to add an activity that does not exist to a process flow (e.g. attempting to add a task when no tasks have been created)
• Miscellaneous UI tweaks for consistency such as adjust spacing between buttons, updating placeholder text, etc

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