Bulk Documentation

Released 2026-06-03

Version 3.11.12

Notes 180 of 80

  1. Inbound Documents — New documents now require at least one reference PDF before they can be created.

  2. Inbound Documents — Export a document's line items to Excel, CSV, or JSON straight from the document — each row can also include details from the document itself. Save reusable export layouts and choose whether a layout is private to you or shared with your team.

  3. MCP & Agents — Agents can now search production jobs and read full job dossiers, including routing, timelines, timers, output, files, quality, and materials when they have permission.

  4. Settings · MCP — Agents can now submit guarded bulk production-order close requests, with a preview, approval step, and execution result shown in the MCP approvals log.

  5. Projects — Project cards show task progress above the counts, use solid status badges, and keep edit actions separate from the main open action.

  6. Settings · Master Data — Asset, resource, and inbound automation cards use cleaner titles and solid status badges aligned with other settings pages.

  7. Settings · Integrations — Coming soon and beta connectors share the same soft overlay as the dashboard picker.

  8. Settings · Integrations — The Integrations page header now matches other settings pages for a consistent title and description.

  9. Notifications — Long-running action messages can now be closed and will stop spinning forever if the server takes too long.

  10. Tasks — Setting progress to 100% now asks whether to mark the task as done, so status and progress stay in sync.

  11. Settings · MCP & Agents — ChatGPT can now connect to Bulk with your normal sign-in and two-factor verification, while existing MCP API keys keep working for other agent tools.

  12. Dashboards — Widgets now show the right size while you drag them and land where the preview shows.

  13. Settings · MCP & Agents — Agents can now work with PDF templates: list and inspect templates, preview PDFs, edit drafts, and generate approved production or inbound PDFs with audit history.

  14. Settings · MCP & Agents — Connected agents can now work with core platform areas like training, projects, people, audits, inventory, and master data, using the same permissions and approval rules as Bulk.

  15. Quality — Agents can now manage quality issues with the same workflow as the app, including disposition, close, assignment, comments, evidence, and linked CAPA or 8D records.

  16. Safety — MCP agents can now work with risk assessments: create drafts, manage control measures, run approval steps, generate PDFs, and extract draft measures from uploaded evidence with the same safeguards as the app.

  17. MCP & Agents — Agents can now manage project tasks end to end, including assignments, checklists, comments, attachments, followers, status, progress, and bulk actions.

  18. Settings · MCP & Agents — Agents can now read analytics snapshots, run approved report templates, export CSV-ready results, and request snapshot refreshes for approval.

  19. Settings · Audit templates — Audit templates now appear as one clean, continuous card sheet matching the rest of Settings, with a clearer Active/Archived status and at-a-glance frequency, version, and item details.

  20. Settings · Reports — Redesigned the saved reports list as a cleaner card grid that matches the rest of settings — each report shows its type, period, scope, and schedule status at a glance.

  21. Settings · Data exports — Saved export templates now use the same clean card grid as the rest of Settings, showing each template's format, source, and schedule status at a glance with quick run, edit, schedule, and delete actions.

  22. Settings · Forms — The Forms list now has a cleaner, flatter card layout matching Assets and Resources, with each form's category shown on the card and quick Edit, Duplicate, and Archive actions.

  23. Notifications — Toasts have a bolder, colour-coded look — a solid status colour with a clear icon — and a slim countdown bar you can pause just by hovering.

  24. What's new — The updates popup now shows your full release history — the newest release opens automatically and you can expand any earlier one.

  25. What's new — Refreshing around the release notes dialog now stays stable instead of showing the app error screen.

  26. Integrations · Dynamics 365 — Dynamics 365 data mapping is easier to set up: field pickers draw from your Jobs, Orders, and Customers tables, and dropdowns use the same controls as the rest of settings.

  27. Settings · Integrations — Dynamics 365 connection tests run against your Service Bus configuration and record clear outcomes in Logs, Messages, and Activity so you can verify an integration end to end.

  28. Admin · Data Reset — Entity reset previews now count large sites in the background, so the page stays usable instead of failing on bigger datasets.

  29. Inbound Documents — Redesigned the Mass Update dialog: a clear table shows each item's part, process, and routing so you can pick the right ones at a glance, with a quick search to find items and a tidier, toggle-to-apply set of fields.

  30. Across the app — Refreshed checkboxes with a rounder, slightly larger look and a clearer dash for partially-selected lists.

  31. Error pages — The "no access" and "connection lost" screens now fill the whole screen, with a clear status, a friendly message, and obvious ways to get back on track.

  32. Error pages — Opening a link that doesn't exist now shows a proper full-screen "page not found" page.

  33. Error pages — The "something went wrong" and server-error screens are now full-page and easier to read, with a clear status, copyable technical details, and obvious retry, go back, and go home actions.

  34. Error pages — Streamlined the unexpected-error screen so the home, back, and reload actions stand out, while the technical details stay visible just below.

  35. Error screens — Buttons on the error pages are now more compact, matching the rest of the app.

  36. Settings · Data imports — Import history and new imports now follow the selected site, so each site only shows and receives its own import jobs.

  37. Inbound — Mass update item list now shows part, process, and routing so you can pick the right rows faster.

  38. Inbound — Right-click the duplicate button to create several matching line items at once.

  39. Inbound — When duplicating a line item, the count picker now closes right after you confirm how many copies to make.

  40. Custom fields — New "Process" field type lets you attach an approved process from your master data to inbound documents, items, and production jobs.

  41. Error reports — Console log download links in error report emails now open the attached log file correctly.

  42. Inbound Documents — Image-only multi-page PDFs now read line-item tables page by page, so mould numbers and other row identifiers are preserved more reliably.

  43. Dynamics 365 — Bulk can now receive mapped customer, job, and production order messages from Dynamics 365, and send matching updates back.

  44. MCP & Agents — Connection setup now shows the address needed to link approved AI agents to your Bulk data.

  45. Dashboards — Analytics widgets now show an empty state instead of breaking while production snapshots are still syncing.

  46. Dashboards — Analytics widgets now time out cleanly instead of hanging when a data refresh gets stuck.

  47. Production — Job card counters and materials now use a continuous hairline grid (no floating gaps), with clearer section labels and improved contrast on edit dialogs.

  48. Production — Pausing the timer shows downtime reasons in the same hairline picker style as quality and material dialogs; recent reasons stay on one row with larger, equal tiles.

  49. Production · Home — Pre-use check status badges are solid fills; loaded jobs and header controls use subtler corner radius.

  50. OEE — Paused assets now use color-coded borders and labels that match the downtime reason's OEE category (availability, performance, or quality).

  51. Settings · Downtime reasons — Reorder downtime reasons by dragging rows instead of using up/down arrows.

  52. Teamboards — Chart and KPI tooltips no longer clip inside widgets, progress bars show the correct color, and audit tooltips include clearer completion details with assignee avatars.

  53. Teamboards — Task table on large displays no longer shows a horizontal scrollbar when assignee chips are shown.

  54. Settings · API keys — Redesigned API key management with clearer permissions, one-time secret copy guidance, inactive-key filtering, and confirmation before rotate, revoke, or dismissing a new key.

  55. Settings · Master Data — Configure per-site naming conventions for inbound documents, line items, production orders, and jobs — build formats from segments, preview examples, and see how many unique numbers fit at the current width (per calendar year when the format includes a year) before the first record of each type is created.

  56. Settings · Naming conventions — Production order reservation now lives inside the inbound documents card, with a note that document and order numbers are assigned independently.

  57. Production — Routing workflow nodes for resources now show their configured color and icon correctly; API Trigger steps display a clear "Coming soon" overlay.

  58. Files — Simplified the Files page: removed unused Quick access, list view, and sort controls; folders and files always show in grid view.

  59. What's new — Release note categories are easier to scan, with clearer section headers and update counts.

  60. Production · Routing — When building a conditional split, you can now branch on many more job and step fields — including your own custom fields — instead of a short fixed list.

  61. Inbound Documents — Custom fields on new documents now save reliably, including right before you create the document, so required fields no longer block creation after you've filled them in.

  62. Routings — Redesigned the Routings settings page as a cleaner card grid that shows each routing's published version and working draft at a glance, with a clear status indicator and a search box.

  63. Sign in — Refreshed the first-time "Set your password" screen into a single clean card, with a checklist that ticks off each password requirement as you type.

  64. Sign in — First-time users now set their password before choosing an app design, so the setup popups no longer overlap.

  65. Settings · Integrations — New Integrations page under Organization showing the systems Bulk can connect to — ERP, identity, messaging, and data tools. API keys now live here, under the REST API & Tokens card.

  66. Settings · Inbound OCR — Redesigned the inbound automation page as a cleaner card grid, matching the rest of settings, with a search box and quick access to each configuration's AI extraction setup.

  67. Settings · Integrations — New MCP & Agents integration: connect AI agents like Codex and Claude Code to Bulk over the Model Context Protocol, with per-client keys, scoped permissions, an audit log of every tool call, and approval gating for guarded actions.

  68. Settings · Audits — Redesigned audit scheduling: choose how often an audit repeats — daily, weekly on the days you pick, or monthly on a date or a weekday (like the last Friday) — set how many days/weeks/months apart, and an optional start and end date, with a plain-language preview of the next dates. You can now set one audit up across several areas at once, and the schedules list groups everything by audit.

  69. Settings · Processes — The process actions menu now lists every action and greys out the ones that don't apply to a process's status, with a hover note explaining why. You can also re-enable a disabled process — it returns as a draft for re-approval.

  70. Settings · User roles — Redesigned the roles list as a cleaner, continuous card grid matching the rest of Settings, with system and custom roles colour-coded and each role's user and permission counts shown at a glance.

  71. Settings · Audits — The audit areas canvas no longer overlaps nodes, with clearer styling so departments, areas, and schedules are easier to read.

  72. Settings · Data exports — Very large scheduled or manual exports that exceed Excel limits now automatically fall back to CSV so you still get your file.

  73. Production Orders — Production orders can now be marked Reserved with a clear status in the list and timeline, separate from draft and active work.

  74. Tasks — Task search and filters show how many tasks are in each review status, so you can see workload at a glance before you open a list.

  75. Sign in — Sign-in goes straight to your login screen without an extra tenant picker step.

  76. Settings · Integrations — A read-only REST API v1 lets approved API keys fetch data securely without write access, alongside existing token management.

  77. Settings · Master Data · Resources — Resources now use the same clean hairline card grid as Assets and other master data pages, with search and quick actions on each card.

  78. Tasks — Task descriptions no longer auto-embed links or media from pasted URLs; use attachments when you need files in a task.

  79. Safety — Risk assessment list filters and pagination stay in the page URL, so shared links and browser back/forward reopen the same view.

  80. Tasks — The task description editor now blends with the card background for a cleaner, more consistent look.