Recent Feature Releases

Embed Workflows in Salesforce Digital Experience — Embed Intellistack Streamline workflows directly into Salesforce Experience Cloud pages. Portal users can complete workflows without leaving Salesforce, with fields prefilled using their Salesforce information through the Salesforce Data Source connection.

Defect Fixes

Fixed an issue where the SSO enforcement toggle was not working on the security settings page.
Fixed an issue where switching between organizations would unexpectedly log users out.
Fixed an issue where the user management list incorrectly displayed invitation expiration dates for users who had already accepted their invites and were active.

Fixed an issue where duplicate fields could appear in the Search Data builder when linked entities are configured as repeatable.
Fixed an issue where workflows would fail when a non-required search dataset encountered an error, even though the 'Required' setting was turned off to allow the workflow to continue.

Fixed an issue where workflows with multiple collaboration steps could fail to complete final processing after a signing session finished successfully. This did not affect the signing experience or session completion, but prevented some background cleanup tasks from running.
Fixed an issue where Quick Send could become unresponsive when creating or editing a delivery.
Fixed an issue where the signature page incorrectly required signers to enter their name even when the 'collect signer name' setting was turned off.
Fixed an issue where user names, emails, and profile pictures would fail to display in workspace session views when any user in the workspace had uploaded a custom avatar.

Fixing an issue where a workflow can become stuck on the document step after submitting a form, preventing users from advancing to the signature step.

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