Bulk Documentation

Released 2026-06-29

Version 3.11.23

Notes 132 of 32

  1. Workflows — Build automations visually: start from an event or timer, add conditions, and run actions such as tasks, notifications, sign-offs, and updates.

  2. Workflows — Automations can now start from more production, inbound, quality, safety, and integration events.

  3. Workflows — Workflow setup uses clearer business language, searchable choices, and guided condition, action, wait, and sign-off controls.

  4. Workflows — Preview and publish checks now identify incomplete setup early and explain what needs attention.

  5. Workflows — Run, event, and incident monitoring now makes it easier to understand outcomes, investigate failures, and recover work safely.

  6. Workflows — Automations can now wait, use smart details from the triggering record, and connect to approved external services.

  7. Datasheets — Formulas now support a wider range of Excel- and Google Sheets-compatible math, text, date, time, lookup, statistical, financial, and engineering functions.

  8. Datasheets — Formula editing now offers clearer suggestions, reference highlighting, live previews, and useful error messages.

  9. Datasheets — Lookups, criteria formulas, dynamic arrays, and imported data now behave more consistently with familiar spreadsheet tools.

  10. Datasheets — Datasheets can now use more detail from connected orders, jobs, parts, customers, processes, and routings.

  11. Datasheets — Copy, paste, fill, undo, redo, keyboard shortcuts, and right-click actions make editing sheets faster and more predictable.

  12. Datasheets — Date, time, number, and text values now display and calculate more reliably.

  13. Datasheets — Datasheet and formula validation now catches invalid setup more clearly.

  14. Jobs — Routing steps are easier to tell apart, with clearer spacing between each stage.

  15. Jobs — Routing steps now span the full detail view without card shadows or rounded borders.

  16. Jobs — The attachments section now shows a clear placeholder when there are no files and editing is locked.

  17. Jobs — Routing step actions stay visible and grey out when they are not available.

  18. Production Orders — Adding a job to an order now asks for confirmation first.

  19. Production Orders — Duplicating a job now asks for confirmation first.

  20. Production Orders — Right-click a job number to open its row menu.

  21. Sheets — Date and other inline editors now align cleanly with grid cells, without rounded corners.

  22. PDF templates — Dynamic table widgets now save reliably when their cells are blank or field-backed.

  23. Activity Logs — Activity log pages now load more reliably on large histories.

  24. Inbound — Inbound documents now use the faster grid view for bulk editing.

  25. Appearance — The Riso theme now opens with Tangerine as its default accent colour.

  26. Downloads — Generated file download links now stay available for 30 days.

  27. Inbound — The document grid now explains blocked processes clearly and lets you approve them from the process cell.

  28. Orders — Draft reserved orders no longer appear in order lists until the linked inbound document is submitted.

  29. Routings — Approver pickers now list everyone assigned to the current entity.

  30. Admin — Data reset can now cancel active imports before resetting entity data.

  31. Production Orders — Datasheets now live on their own tab on the order page, with a count of attached datasheets.

  32. Settings · Datasheets — The datasheet templates list now uses the same clean grid layout as the other master-data pages.