Recently Released Features

Dataset Repair — Source system changes no longer require teams to recreate datasets and remap every workflow. Admins and Managers can identify changes, review their impact, and reconnect affected dataset items.
- Select only the fields a dataset needs
- Detect changed or deleted fields, entities, and relationships
- Review affected project and session counts
- Reconnect affected items to replacements
- Let Builders view issues while limiting repairs to Admins and Managers
SFTP File Encryption — Add PGP encryption to an SFTP connection to automatically encrypt every file sent through it. Recipients use their private key to securely decrypt the delivered files.
Expanded Omni Workflow-Building Capabilities — Omni, Streamline's AI assistant, has been significantly improved to support a wider range of workflow steps, such as Merge, Transform, Delivery Data, and Integrations. It can also generate document templates with improved content, formatting, and field mapping. Manual review of Omni's work is recommended.

Defect Fixes

Fixed an issue where users who belong to multiple organizations were unable to log in and would get stuck in a continuous login loop.

Fixed an issue where form fields were not pre-filling with data from incoming webhook URLs
Fixed an issue where the Search Data step builder would crash when opening configurations that were missing certain field labels.
Fixed an issue where changing sort options for linked entities in the search builder incorrectly updated the main search criteria instead of the linked entity's settings.
Fixed an issue where the data search select endpoint could process requests with no dataset selections, potentially bypassing dataset validation requirements.
Fixed an issue where certain data search requests incorrectly returned a server error (500) instead of a clear error message indicating the problem with the request.

Fixed an issue where document signing sessions could fail to load properly, resulting in errors for some workflows.
Fixed an issue where the Create document button could be clicked multiple times, potentially creating duplicate documents.
Fixed an issue where Quick Send sessions were not being properly identified, which could cause them to appear as missing or deleted projects in some views.
Fixing an issue where mapped fields in a Document step incorrectly displayed a red border even when the data from the previous Form step was valid.

Fixed an issue where the AI assistant could add unsupported content blocks to workflows, causing them to appear as unknown components that couldn't be edited or removed.
Fixed an issue where Date, Time, and DateTime fields would sometimes fail to display in Form Preview, displaying a 'Something went wrong' error.
Fixed an issue where users were unable to set a default value on a form field.
Fixed an issue where forms with certain logic rules would fail to load and display a 'Workflow Failed' message after republishing a project.
Fixed an issue where Phone fields appeared taller than other text fields in the builder.

Fixed an issue where workflow suggestions were not being displayed even though they were successfully generated.

Fixed an issue where Workflow Builder forms showed unimplemented display options for static content that did not work properly.
Fixed an issue where requesting workflow information would return draft version details instead of the published live version details.
Fixed an issue where Sign steps could not inherit a signer when certain file integration steps appeared earlier in a workflow.

Related to