Workflow Optimization: refreshed page design

The workflow list, employee, task, session, and settings views now follow the updated design, with better spacing, typography, and table layouts.

Workflow Optimization: workflow path charts fit on screen

Typical flows now display with far less horizontal and vertical scrolling, so you can see how work flows at a glance.

Workflow Optimization: clearer empty states

Workflow detail pages show a clear "No activity yet" message when there is no recorded activity, and session pages now explain when activities are older than the 3-month retention period.

Workflow Optimization: filters that keep up with your data

Case Type, Product, Sub-Product, and Record Type filters now refresh automatically as new enrichment data arrives.

Workflow Optimization: quicker access with a single workflow

When only one workflow is configured, the portfolio page opens first, making configuration easier to find. The timeline download action is also hidden when there is nothing to export.

Faster performance in search-heavy views

Data lookups across the platform are now faster, improving performance for search-heavy workflows.

Workflow Optimization: reliable Salesforce parent and child case handling

Valid child cases now stay available even when the integration receives incomplete case data, and irrelevant parent cases are filtered out.

Workflow Optimization: session times respect time zone changes

Session start and end times now update correctly after switching the calendar time zone.

Workflow Optimization: smoother session timeline selection

Selecting and deselecting activities on the session timeline is more reliable, and repeated clicks during a request no longer cause errors.

Email Reports: accurate Monthly Utilization values

Monthly Utilization Report emails now show correct daily utilization in the Time and Attendance section.

Payroll Report: accurate export rows

Payroll Report exports no longer contain duplicate employee rows or missing entries.

Email Reports: consistent recipient limits

Creating an email report now enforces the same recipient limit as test reports, protecting against unintended large sends.

CSV exports: strengthened protection against formula injection

User-entered values are now sanitized in exported CSV files, further improving the security of your exports.