Bulk Documentation

Released 2026-07-23

Version 3.12.19

Notes 129 of 29

  1. Workflows — Action setup now uses the certified registry, with guided Simple inputs, visual Expression inputs, and clear access reasons.

  2. Workflows — Preview and live runs now use the same version-pinned Action plan, with safe retries that do not repeat completed work.

  3. Workflows — Preview runs now let you choose and review a real record instead of pasting an internal ID.

  4. Workflows — Run logs now explain Action inputs, authority, failures, results, and safe recovery options.

  5. Workflows — A workflow can now use a timer as its only automation step and still publish and run normally.

  6. Workflows — Preview runs now offer eligible records to choose from instead of asking for an ID.

  7. Workflows — Timer waits now appear while a run is paused and clear when it resumes, fails, or is cancelled.

  8. Workflows — Starting changes now identify the exact workflow they started, and view-only users no longer see create or edit controls.

  9. D365 workflows — Inbound messages now keep their raw transport log, use an assigned Processing workflow, and provide linked Retry or Reprocess controls.

  10. Workflows — Create Task now validates the selected Project, permissions, assignees, dates, and custom fields before a run can create anything.

  11. Workflows — Tasks can now be assigned through automation using the same assignment process as the Tasks area.

  12. Feedback — Submitting feedback opens a support ticket with your details for faster follow-up.

  13. Production jobs — Job detail pages load again when older service assignments are still on the job.

  14. Workflows — Approved inbound documents can now create production jobs through the normal resumable process, with clear created, skipped, and already-promoted results.

  15. Workflows — Automations can add ordered, retry-safe Task checklist items through the same process as manual checklist changes.

  16. Workflows — Automations can add retry-safe Task comments with the same mentions, history, and notifications as manual comments.

  17. Workflows — Automations can now select a quality issue by its issue number and assign it through the normal Quality process.

  18. Workflows — Automations can now move a selected quality issue through the same status rules used in Quality.

  19. Workflows — Automations can now create draft Safety incidents through the normal reporting process.

  20. Workflows — Deliver signed messages through saved webhook endpoints with safe Preview, duplicate protection, and bounded retries.

  21. Workflows — D365 outbound steps now select an exact Payload, map Workflow values, check send permission and scope, and queue one retry-safe message.

  22. Workflows — Automations can schedule a review for an active Risk assessment using the normal Safety process.

  23. Workflows — PDF steps now select a saved Report, check normal Report permissions and scope, and queue one retry-safe render.

  24. Workflows — Production job fields can now be updated through the same rules and side effects as the normal Production process.

  25. Workflows — Production jobs can now be cancelled through the normal Production process, with the same permissions, cleanup, and audit history.

  26. Workflows — Production jobs can now be created from typed Workflow values through the normal Production process.

  27. Workflows — Ready Inbound items can now create Production jobs through the same process as the normal Inbound screen.

  28. Workflows — Send notifications to selected Users or Departments while keeping normal preferences and duplicate protection.

  29. Workflows — Preview now uses selectable sample records, Actions use the standard business processes, and Dynamics 365 messages run only through assigned Workflows.