6.0.0 Datasets and Delegation of Tasks

Datasets and Delegation of Tasks

Templates:

• Feature: Datasets — a new feature has been introduced that allows account administrators to create and manage reusable sets of options. Datasets can be attached to dropdown, checkbox, and radio-button fields in workflow templates, replacing or supplementing manually entered selections. Datasets are managed via a dedicated API and can be shared across multiple templates.
• Feature: A new task setting "Skip for starter" has been added. When enabled, the task is automatically skipped if the task's performers include the workflow starter (either directly or via a group).
• Patch: Access issues related to template settings, tasks, and comments have been fixed for users assigned the newly introduced roles (e.g., Template Owners and Viewers).

Workflows:

• Feature: In the Workflows table view, the export control has been converted into a menu with two options: Excel (.xlsx) and CSV (.csv).
• Feature: Template Starters now have secure, dedicated access to the Workflows and Highlights sections, allowing them to view highlights and track progress only for the workflows they have launched.

Tasks:

• Feature: Field labels can now be longer than before — the 120-character cap on kickoff and task field names has been removed. Long labels now wrap across multiple lines in the UI instead of being cramped onto a single line, which makes them easier to read in both the template editor and in running workflows.

Editor:

• Patch: User tagging (@mentions) in the Workflow Log and task tile comments has been fixed. The functionality had stopped working after the migration of RichEditor to Lexical. Now, the editor correctly displays the user dropdown and inserts a mention when a user is selected.
• Patch: Several issues with the @mentions dropdown in comments have been fixed: the menu no longer detaches from the editor when the page is scrolled, it now closes properly when the user clicks outside the editor, and a scrollbar is now displayed for long user lists.

Profile:

• Feature: A new "Status" setting has been added that allows a user's active and incoming tasks to be seamlessly delegated to one or several substitutes while they are away.

Notifications:

• Patch: The digest email is now sent correctly when system variables are used in the step title.