Recently Released Features
- Publish [Versioning] — Streamline workflow builders now have full control over when changes go live with a dedicated draft and publish experience. Make edits freely, test your draft before anyone sees it, and publish with a single click when you're ready. In-progress sessions always complete on their original version - so your users get a seamless experience every time.
- Org Level End User Custom Domains — Streamline now supports custom domains to deliver a fully branded workflow experience. End users see familiar URLs across their session helping reinforce confidence that they are interacting directly with the organization they trust.
- Multi-User Editing Project at One Time — Teams working in Streamline no longer have to worry about stepping on each other's changes. When someone is actively editing a project, other users receive a clear notification and the system prevents simultaneous edits that could cause save failures. This gives teams the confidence to collaborate on projects without the risk of losing work.
Streamline Defect Fixes
Data Management
- Fixed an issue where webhook configurations would lose certain field settings and not save properly.
- Fixed an issue where search filters would accept incorrect values and cause searches to fail unexpectedly.
- Fixed an issue where invalid authentication tokens in webhook requests were causing system errors instead of being properly rejected with appropriate warnings.
Document Generation
- Fixed an issue where documents weren't being properly saved when the collaboration step was removed from a workflow.
- Fixed an issue where the wrong session information was shown on document pages in the repository.
Forms
- Fixed an issue where renaming a form would break existing rules and cause other form features to stop working properly.
- Fixed an issue where documentation was unclear about what information was required, making it easier for users to understand what details they need to provide.
- Fixed an issue where the form builder would not load properly for some forms, preventing users from editing or updating their forms.
- Fixed an issue where selecting a state from the dropdown menu in the address field would cause the form builder to stop working.
- Fixed an issue where users were unable to set up field comparisons when working with copied forms.
Omni AI
- Fixed an issue where chat conversation titles weren’t being automatically generated by AI when they shouldn't have been.
- Fixed an issue where the Omni button was hidden behind other interface elements, making it inaccessible to users.
Platform
- Fixed an issue where the Streamline workflow would not work properly on 6th generation iPads.
- Fixed an issue where the page builder would not display correctly in Safari browsers, ensuring all design tools now work properly across different web browsers.
Coming Soon
- Embedding Workflows
- GDrive Dynamic Folders
- Document Generation [Repeating Entities]
- Inbound Webhook [Repeating Entities]
- Delete Session
- Cancel Session
- Streamline Assignments
Upcoming Defect Fixes
Administration
- Fixing an issue where the system would show a successful confirmation message even when no users were actually added to your account.
- Fixing an issue where the project access settings window displayed an incorrect title when making edits.
Data Management
- Fixing an issue where uploading files with invalid ID formats would return an unclear error message instead of a helpful one.
Document Generation
- Fixing an issue where uploading files with invalid ID formats would return an unclear error message instead of a helpful one.
- Fixing an issue where signature fields in the collaboration space builder lacked proper visual distinction, making them harder to identify and work with.
Omni AI
- Fixing an issue where data processing would sometimes fail unexpectedly, causing workflows to stop working properly.
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