Shipped, not promised.

OEE timelines now stay accurate during delayed data updates and clearly show when information is still catching up.

App updates now prepare in the background and refresh once when they are ready.

3.11.35

10 Jul 2026 21 changes

Audit rows on the home board now show clearer icons for audit type and requirement level.
New job items now appear in transactions immediately while search catches up.
New jobs now appear in job lists and queues while search catches up.
New production orders now appear in order lists while search catches up.

Documents now appear in search results more reliably after they are saved.
New documents now appear in the documents list while search is still syncing.

Newly created tasks now appear immediately while search indexing finishes.
Changing a task's status or priority from the list no longer opens the task page.

New audit entries now appear immediately while search indexing finishes.

Analytics · OEE Timeline

A machine's sensor status bar now measures its active time (running plus downtime) instead of the whole day, so it lines up with the OEE score instead of reading much lower.

Audit execution now has a clearer checklist and navigation flow across desktop and mobile.

Each custom field now appears on either the document + order level or the item + job level, chosen as one pair.

Dialogs

Menus that open dialogs now close cleanly without freezing the page.

Dropdowns and multi-select search fields in dialogs stay open and fully visible while you use them.

New invoices now appear in the list immediately while search catches up.

Lists

Status and requirement badges now use a softer outlined style that's easier to scan in tables.

Parts

Part search now shows when the latest matching parts are still syncing.

Processes

Process search now shows when the latest matching processes are still syncing.

New-record sync states now use compact icons with hover details.

Dialogs now close cleanly without freezing the page.

Switches and menu icons look softer and more consistent across the app.

3.11.34

9 Jul 2026 10 changes

Inbound document custom fields now carry through to production orders and settings show only the supported custom-field targets.
Inbound document custom fields now show correctly on generated PDFs, exports, and the API after editing.

Draft documents now keep their original custom fields when field settings change later.
Historical line items keep their original custom field layout when custom fields change.

App update

The required update prompt now stays usable when another dialog is open.

OEE board widgets now support up to 250 selected assets and show a clear warning when too many are selected.

Dialogs and drawers opened from routing action menus no longer freeze the page after they close.

Incident KPI indicators now keep working when filtered by incident type.

Widgets

The color picker now stays fully visible when opened inside a dialog, instead of being cut off at the bottom.

Workspaces

If your access to a workspace is removed while you're signed in, you're now taken straight to the workspace picker instead of seeing an error screen.

3.11.33

8 Jul 2026 4 changes

Assets

You can now bulk-add assets by pasting rows into a grid; each row is validated and any that fail (a duplicate or unknown asset type or line) are reported without blocking the rest.
You can now drag to reorder asset lines in Settings → Master Data → Assets, and the new order carries through to the operator's Select Asset screen.

The home production overview stays compact for large sites, packing more workstations in without stretching the tile taller.
Operating a station from a multi-station board no longer crashes on load.

3.11.32

8 Jul 2026 6 changes

Reliability

Backend updates can now be deployed more reliably.
Customer status schema checks no longer block backend updates.

PDF Templates

Template deletion now uses the in-app confirmation dialog instead of the browser prompt.

Processes

Process edit dialogs now close without freezing the page.

Search updates now pace large related-record syncs more safely during the streaming rollout.

Each category on a board now shows an Owner and a Deputy, and each role can have more than one person.

3.11.31

8 Jul 2026 1 change

Upload sessions now show file processing and document creation failures more consistently.

3.11.30

7 Jul 2026 9 changes

Activity log

Recent activity now opens reliably when duplicate log rows exist.

Customers shared under the same legal entity now work consistently across inbound documents, pricing, search, and invoicing.

Deploy

Backend deploy now prompts for Infisical login instead of failing silently when your session is missing.

Failed upload sessions now show a clear document creation error instead of staying stuck awaiting inbound documents.

Worktree auto-sync removed; agents now follow explicit commit and push rules.

Override actions now only appear for users who are allowed to approve them.

Search results now stay up to date more reliably after records change.

Safety crosses now keep their month-to-date color coding on the teamboard view.

Workflows

The workflow builder has a cleaner, more professional look: a tidier canvas, a searchable Add-step panel, an insert button on connections, and issues shown on the steps themselves instead of a bar across the bottom.

3.11.29

7 Jul 2026 127 changes

Atlas

Audit metrics can now be filtered by audit template and added more than once with different template selections.
Audit metrics now use analytics snapshots for faster large-site views.
Buffer on hand value can now be filtered by resource and added more than once with different resource selections.
Inventory value metrics now use analytics snapshots and stock value can be filtered by consumable.
New cross-plant executive dashboard: pivot your sites × metrics with heat-shaded targets, drill months into weeks, and save shareable views.
OEE money lost can now use its own hourly rate per metric, so the same metric can be added with different rates.
People metrics can now be filtered by employment type, department, and absence type.
People metrics now use analytics snapshots for faster large-site views.
Production job metrics can now be filtered by resource and added more than once with different resource selections.
Production metrics now use analytics snapshots so larger production views load more reliably.
Quality metrics can now be filtered by issue source, severity, NCR type, CAPA type, priority, and hold details.
Quality metrics now use analytics snapshots for faster large-site views.
Rename metrics, give each a colour, and set manual targets on built-in metrics.
Safety incident metrics can now be filtered by incident type, and risk assessment metrics can be filtered by minimum risk score.
Safety metrics now use analytics snapshots for faster large-site views.
Task metrics can now be filtered by priority and added more than once with different priority selections.
Task metrics now use analytics snapshots so larger task views load more reliably.
The fields catalogue is now searchable and shows metrics and KPIs one per row with clearer source details.
The Fields rail now keeps Sites and Metrics fixed, with only Metrics and Filters editable.
The layout editor now focuses on metrics and filters, with site rows and metric columns fixed automatically.
Training expiring metrics can now use their own day window, so the same metric can be added for different expiry ranges.
Training metrics can now be filtered by training program and department.
Training metrics now use analytics snapshots so larger training views load more reliably.
Value in resources can now be filtered by resource and added more than once with different resource selections.
Added Resource aging so teams can see how long completed jobs took to reach selected production resources.
Cell hover cards now show clearer metric details, source tags, and plain-language help.
Incident KPI values now load from analytics snapshots, keeping wide Atlas views reliable.
KPI columns now load through analytics so large production views no longer hit backend read limits.
KPI percentage rollups now use the underlying counts for more accurate weighted totals.
Metric columns now show a Snapshot badge and legend so you can tell which values ignore the selected period.
Metric settings now open in a dialog with a short explanation of how each metric is calculated.
Snapshot metrics like value in resources and open counts now stay visible regardless of the period you pick, with clearer help explaining they show live data.
Temporary metric load failures now retry and show a clear retry control instead of a bare marker.
The Period picker now includes Yesterday, and new views start with that period by default.
Click any cell to open a drilldown with configurable widgets, weekly notes, and record previews.
Every metric column can now unfold into Day, week-, month- and quarter-to-date views with monthly targets and heat shading.
Opening a job or record from another site now switches you to that site automatically instead of showing a not-available message.

New Multi-Asset Station boards: group stations onto one board, watch their live status and timers, and jump between them from a single screen.
The station home screen is now built from widgets: tap Edit layout to arrange KPI tiles, jobs, and audit readiness, add or remove widgets, and configure each one right on the screen. The separate Stats Cards and Audit Templates settings pages merged into this new Home Layout.
Action hints across the app now use consistent compact tooltips.
Asset tiles show clearer tooltips when more jobs are loaded on a bay.
Home-screen KPI tiles now show richer visuals: yield and completion rings, trend sparklines, target bullets, downtime category splits, and OEE component bars.
Home screen layouts are now edited on a dedicated editor page (Settings → Assets → Home Layout); the operator home no longer shows layout editing controls.
Operate screen widgets (Timer, Job Card, Loaded Jobs, Operator Tools, Forms, Orders, Invoicing) now share the same card design as the rest of the production screens.
The Asset Readiness widget now shows a clear production status banner, requirement and status pills for every audit, and a redesigned configure dialog with drag-to-reorder, show/hide, and new production-blocking rules per asset type.
The Jobs widget on the home screen has a new card layout with a live production banner, quick Resume/Unload actions, and configurable card fields. Order stations now get their own Orders widget.
The OEE status widget on the home screen has a cleaner, unified look that matches the rest of the board.
The Production Blocked notice on the home screen now matches the board widget design, with the override action right in the status banner.
The System Status tile is now Sensor Status: it shows whether the asset's sensor is online, its last heartbeat, signal strength, uptime and live machine state.
Widgets on the Home Layout editor can now be resized by dragging their right edge; the resize menu also shows visual size previews.
You can now correct today's machine timeline: drag a running or downtime block to resize it, fill the freed time with a downtime reason, or change a downtime reason.
Asset selection tiles now show a station timer instead of a job list.
Asset tiles no longer show a separate Alert status; overdue jobs appear on Running tiles instead.
Asset tiles now show who is signed in at the station, not who loaded jobs earlier.
Asset tiles with no work loaded now show how long the station has been idle.
Multi-asset boards can be created directly when adding an asset, without setting up a separate asset type.
Multi-station tiles on Select Asset now show the stations on the board instead of a vacant operator slot.
Multi-stations can be set up separately from physical assets, without a code or asset type.
Multi-station board clocks now show live pause time instead of freezing at the wrong duration.

Documents, line items, and services now stay in the customer's billing currency; prices from other currencies are converted when added.
Tooltips in the document grid now use consistent in-app hints instead of browser defaults.
You can now put an inbound document on hold with a reason, and release it back to its previous status when ready to continue.
Custom field labels on the new document page now match the style of other fields on that page.
Field rows on the new document page have a bit more vertical spacing for easier scanning.
Form field hints now appear in compact tooltips beside labels instead of below inputs.
Service rows now pick accounting codes from the service code registry, and the same code can be used on multiple rows with different line items.
The document Activity tab is easier to read: each entry now has an icon, a plain-language line, and clear before → after chips showing exactly what changed.
The duplicate Additional Forms card was removed from the new document page; forms are managed from the document header instead.

Asset names no longer get cut off in the OEE timeline when an asset has sensor rows.
Dashboard picker previews now show live plant numbers instead of sample data.
New Downtime Pareto dashboard: downtime reasons ranked with cumulative impact, per-machine comparison, trend and an event log.
New Parts Performance dashboard: full part leaderboard with yield, scrap and movers, plus a per-part detail panel.
New Production Flow dashboard: throughput trend, station load with bottleneck callout, aging jobs and due-date risk lists.
New Quality Watch dashboard: first-pass yield trend, defect Pareto and a filterable defect log.
Fixed monetary values (buffer total, completed-jobs value, cost variance, consumables, resource charts) showing roughly 100× too large.

The Home Layout editor now lives in Settings → Assets and returns you there when you finish, instead of dropping you on the operator home screen.
The Operate Layout editor has been redesigned to match the Home Layout editor: widget cards with drag-to-arrange zones, config summaries, and explicit Done/Reset controls.
The Operate Layout editor now shows a live preview of each widget exactly as operators will see it, using real data from the first asset of the type.
Asset types can now record operator coverage assumptions for future capacity planning.
Multi-station board layout is now configured from Settings instead of the operator screen.
Customer statuses settings use cleaner cards and borders.
Operating rules settings use cleaner cards and borders.

Order totals and job pricing now always use the customer's billing currency; services seeded from another currency are converted when added.
The customer field on an order now shows that customer's billing currency instead of the organization display currency.
The Services table separates row IDs from pricing service codes, picked from your setup list.
Your chosen job columns stay visible after you reload the page.
Required service fields now show a red outline until service code, line item, and price are filled.
The service-code picker is disabled until you have permission to view the service code registry.

Planning estimates now use more available history before falling back to a default duration.
Right-click menus now stay visible and scroll when there are more actions than fit on screen.
The planning timeline can now move back to earlier dates without reloading.
The planning timeline no longer reloads while you scroll sideways.
Planned jobs dropped at the same time can now be saved as one batch for loading.
The planning board now has zoom controls so short jobs can be inspected in more detail.

KPI percentage totals now use the underlying counts for more accurate rollups and indicators.
New Downtime Pareto widget highlights which downtime reasons cost the most time, with availability, repair-time stats and a planned vs unplanned split.
New Parts Performance widget ranks your parts by volume, yield, scrap or biggest movers, with trends for each part.
New Production Flow widget shows live pace against your daily target, work-in-progress by station, the current bottleneck and due-date risk at a glance.

Asset types can now feed an Asset Revenue report that attributes job value by machine runtime without double-counting shared jobs.
OEE People timelines now load correctly instead of stopping while loading timeline data.
The Asset Revenue dashboard now leads with revenue per asset: a ranked leaderboard with revenue trends, a share-of-revenue breakdown, and the ability to expand any asset to see its top-earning jobs and top customers.

Formula KPIs

Formula previews now use the same analytics-backed calculations as saved KPI widgets, improving reliability for production, audit, and incident inputs.
Formula previews now use the underlying counts for percentage KPI inputs when available.
The formula builder now avoids loading calculated source samples in the picker, keeping it responsive on larger sites.

Organization

Assigning a plant to a legal entity now shows merge progress while duplicate customers are combined.
Assigning a plant to a legal entity now shows a confirmation with a merge preview and a live progress dialog, and the assignment is locked once complete.
If assigning a plant to a legal entity fails, the plant now cleanly reverts to its previous state instead of appearing assigned, and you can safely retry.

Customer cards on the Catalogue and Agreements tabs now show each customer's currency flag instead of initials.
The Service Codes tab is always visible; if you lack access, the tab explains which permission you need.
Document and job pricing now use the services catalog without legacy pricing extras.

Dashboard KPIs

KPI chart and table widgets now load large calculated KPIs without hitting backend read limits.
KPI metric widgets now load calculated KPI status without backend read-limit errors.

The Production tile now adapts its workstation grid to the size of your fleet, so sites with many assets get a compact overview instead of a very tall tile.
The Atlas tile now shows your plants and legal-entity groups at a glance.

KPI widgets

Formula KPIs now roll up percentage values correctly across multiple sites.
KPI widgets now check for updates without scanning large history tables, making dashboards more reliable on busy sites.

Removed the public request access form from the login page.
The login screen now matches Bulk's Riso house style.

Assistant

KPI answers now use analytics-backed calculations for production, audit, and incident KPI values.

Files access now uses the current Files permissions after the old Knowledge permissions were cleaned up.

Reusable forms now finish moving off the old storage path during deployment.

KPI assistant

KPI assistant answers now include calculated KPI data, not only manually entered records.

KPI Management

You can now view deleted KPIs and restore them if they were removed by mistake.

KPI reports

Weekly and monthly percentage KPI rollups now use the underlying counts for more accurate results.

Backend releases can continue safely while older Activity Logs data is cleaned up.

New Quality Watch widget shows first-pass yield, scrap and top defect types for a cell at a glance.

Timers

Time entries now appear as a visual timeline grouped by operator — timer sessions, downtime, and manual entries laid out across the day — instead of a plain table, so it's easier to see who worked when and where the stoppages were.

3.11.28

3 Jul 2026 11 changes

New Multi-Asset Station boards: group stations onto one board, watch their live status and timers, and jump between them from a single screen.
The station home screen is now built from widgets: tap Edit layout to arrange KPI tiles, jobs, and audit readiness, add or remove widgets, and configure each one right on the screen. The separate Stats Cards and Audit Templates settings pages merged into this new Home Layout.
Home-screen KPI tiles now show richer visuals: yield and completion rings, trend sparklines, target bullets, downtime category splits, and OEE component bars.
The Asset Readiness widget now shows a clear production status banner, requirement and status pills for every audit, and a redesigned configure dialog with drag-to-reorder, show/hide, and new production-blocking rules per asset type.
The Jobs widget on the home screen has a new card layout with a live production banner, quick Resume/Unload actions, and configurable card fields. Order stations now get their own Orders widget.
The OEE status widget on the home screen has a cleaner, unified look that matches the rest of the board.

D365

Test probes now work with session-enabled Service Bus channels.
Test errors now explain when stored credentials need to be re-saved.

Dashboards & boards

Chart tooltips now stay put while you hover, dismiss cleanly when you move away, and show a simpler header without redundant status badges.

OEE

Sensor timeline running bars now stop at the current time instead of extending into the future.

Moving widgets around a teamboard now shows a tighter drop marker without leaving large placeholder gaps.

3.11.27

2 Jul 2026 17 changes

Asset Sensors

Connect shop-floor sensors and compare their readings beside asset timelines.
Sensor setup now uses generated codes that are clear to copy into shop-floor devices.
Sensor cards now include a setup guide with copyable API examples for readings and heartbeats.
API key setup now has a Sensor gateway preset so it is clearer which permission to use for sensor readings and heartbeats.

Add a Service Codes tab to manage the accounting codes used on invoices, with bulk import, and pick them when defining services and charges.
General catalogue services can now use different currencies.
Recurring and percentage service pricing options are no longer selectable.
Service setup no longer asks for taxable/VAT settings.

Order detail tabs now show loading placeholders before empty states appear.
Order customers now stay fixed after creation and are no longer shown as editable fields.
The order edit dialog now groups editable details into Core, Dates, Custom, and Notes tabs.
Order detail fields are now edited from the dialog instead of directly on the overview page.

The audits list is easier to use on a phone: stat counts no longer get cut off and each audit row takes up less space.

Backups

Local export copies now stay available until the cloud backup upload succeeds.

Services from the pricing catalogue now add correctly when currencies differ.

Order details now keep form selections and custom dates accurate while editing.

Quality Training

The Expiring Soon widget now also shows already-expired certifications, so it never claims everything's current when recertification is needed.

3.11.26

1 Jul 2026 1 change

Past KPI chart dates now show selected-day or previous-month context instead of an illogical previous-day summary.

June 2026

14 releases

3.11.25

30 Jun 2026 24 changes

A finished order's source document now shows its status as "Completed" instead of the misleading "Ready".
On the order Jobs sheet, the Part can now only be changed while a job is still a draft; once a job is open or further along, its Part is read-only (matching Routing).
The Jobs count on the orders list now matches the actual number of jobs on each order (some orders previously showed 0).
The Jobs tab now scrolls through all of an order's jobs, and large job lists render more smoothly.

Document item grids now expand vertically with the page, the item add footer stays in view after adding a row, and item filters stay readable on narrower screens.
Opening a removed or mistyped document link now shows a clear 'document not found' message instead of an error page.
The sheet view now shows the production job ID next to each item once a job is created.

D365

Outbound payloads can now include nested sections, line arrays, custom keys, and invoice approval messages.
Payload mappings can now be exported and imported as JSON, so one setup can be copied into another without rebuilding every field.

Peaking Station

Order search now pages through every matching order, and you can choose which columns appear (status, due date, jobs, and more) per workstation.
The order scan list now hides completed and cancelled orders, so operators only see orders that still have work.

Workflows

The workflow builder now uses the full workspace without extra outer padding.
D365 workflow steps can now choose the exact outbound payload to queue, making site-specific payload routing easier to set up.

Access

Screens you don't have permission to view now use a cleaner, consistent design.

New accounts now start in the Riso (Tangerine) theme. You can switch themes anytime from the user menu.

Dashboard widgets now show live production, resource, and historical buffer values more reliably.

Feedback

Screen recording controls no longer cover order job actions on smaller laptop screens.

KPI formulas

Formula setup now accepts typed operators, numbers, functions, and pasted math in the expression box.

Navigation

Header menus now stay above order details instead of being covered by sticky page controls.

Organization

Plants can now be grouped under legal entities for customer and integration setup.

Cancelled orders and jobs are now hidden from the orders and jobs lists by default. Filter by the Cancelled status to see them.

Production · Orders

Opening an order section you don't have access to no longer hides the order header and tabs — you can still switch to the tabs you can view.

Jobs actions stay visible on shorter laptop screens.

Updates

When a new version is released, the app now pauses with a brief reminder and updates automatically so you always have the latest version.

3.11.24

29 Jun 2026 4 changes

Admin

Resetting an entity now also removes its order and document service lines, invoices, and credit notes — no leftover billing records.
Resetting an entity with many production orders no longer gets stuck partway through.

Saved dashboard layouts are now available in every entity in your organization.

Inbound documents

PDF templates can now include a dedicated Items table that lists every line item on the document.

3.11.23

29 Jun 2026 804 changes

Datasheets

New customizable spreadsheet datasheets: build templates with formulas, validation and conditional formatting in Settings → Master Data → Datasheets, publish versions, then attach them to production orders for operators to fill — with calculated cells that update automatically.
Array bindings can now be started from the sheet and configured with source, labels, sorting, filters, and input columns.
Array bindings can now map generated cells directly to source fields from the builder.
Array bindings now apply output formulas and input cells into the sheet template.
Array-bound datasheets now generate fillable rows from the attached record context and keep entered values tied to the source record.
Array-bound sections now stay aligned when rows, columns, pasted blocks, or moved blocks change in the builder.
Array formulas now spill results into nearby cells and report blocked spills.
Array formulas now support TRANSPOSE and SEQUENCE for generated sheet layouts.
Array-generated inputs now show typed values immediately while autosave runs.
Array-generated rows now calculate formulas per generated record instead of reusing the template row result.
Arrow-key movement now exits multi-select unless Shift is held.
Blank report selections can now be turned into a tensile test report layout that matches the wireframe.
Bold and italic keyboard shortcuts now format the selected cells like a spreadsheet.
Builders can now format a selected area as a report-style table with a merged title, headers, borders, and pass/fail coloring.
Cells can now show table borders for report-style layouts.
Cells can now wrap long text inside the sheet grid.
Cells now show helpful hover details for formulas, results, and input rules while building or filling sheets.
Centered and right-aligned sheet text now renders in the correct place inside cells.
Columns can now auto-fit to their contents by double-clicking the resize handle, and show a live size guide while being dragged.
Copied cell ranges now stay outlined until you paste or cancel.
Copying and pasting inside a sheet now preserves cell formatting and adjusts formulas.
Copying report sections now keeps merged title cells when pasted elsewhere in the sheet.
Ctrl+Enter now fills the selected cells with the value you are editing, matching spreadsheet workflows.
Datasheet editor breadcrumbs now show the sheet name instead of a loading placeholder.
Deleting cell contents now keeps report formatting and merged title cells in place.
Double-clicking the fill handle now fills down through adjacent data, matching common spreadsheet behavior.
Dragging a numeric pair now continues the series like a spreadsheet.
Dragging labels like SP-01 and SP-02 now continues the sequence.
F2 now opens the selected cell for editing, and Escape cancels the edit without saving.
Fill-handle drags now stay locked to one direction when copying cells.
Formula and input cells now look cleaner in the sheet, without builder-only chips inside cells.
Formula cells now outline the referenced cells when selected, making formulas easier to inspect.
Formula editing now shows function argument help and a live result or error preview while typing.
Formula entry now suggests functions, named ranges, and bound row fields while typing.
Formula help now shows the active argument details and suggests mapped array fields while editing.
Formula range selection now keeps the sheet grid aligned while choosing cells.
Formula references now highlight on the sheet while the formula is still being typed.
Formula suggestions can now be accepted from the keyboard with Enter or Tab.
Formula suggestions now include Excel-compatible function aliases such as STDEV.S and PERCENTILE.INC.
Formulas can now be built by clicking or dragging cells into the formula.
Formulas can now pick cell references directly from the grid while editing in the formula bar.
Formulas can now reference values produced by spilled array formulas.
Formulas now calculate directly in the editor without switching to a preview mode.
Formulas now keep their cell references aligned when rows or columns are inserted.
Formulas now resolve named ranges even when letter casing differs.
Formulas now support LARGE, SMALL, and common Excel statistic aliases.
Formulas now support MAXIFS and MINIFS for criteria-based summaries.
Formulas now support more Excel-style helpers for joining text, counting blanks, measuring ranges, and parsing numeric text.
Formulas now support SUMIFS, COUNTIFS, AVERAGEIFS, and wildcard criteria.
Formulas now support SUMPRODUCT for weighted totals and matrix-style calculations.
Formulas now update their cell references when copied with the fill handle.
Home and End keys now move around the sheet like spreadsheet editors.
INDEX formulas now support two-dimensional table lookups and can spill whole rows or columns.
Input cells now show compact type markers while building sheets, matching the reference wireframes.
Merged cells can now be toggled back to normal for report layouts.
Multi-cell selections now draw as one sheet-style outline instead of separate boxed cells.
Multi-cell selections now keep the grid layout stable while selecting ranges.
Multi-select keeps row and column headers stable while you scroll the sheet.
Named ranges can now be opened directly from the sheet context menu.
Named ranges used in formulas now highlight their referenced cells while editing.
Pressing Enter on a selected cell now moves down like a spreadsheet, while typing still starts direct editing.
Report-style sheets now use cleaner spreadsheet borders, wider columns, taller rows, clearer title/header typography, neutral sheet colors, rounded formula values, and a closer wireframe-inspired table look.
Report tables now use larger row spacing and text to better match the reference layout.
Right-clicking a selected range now lets users delete rows or columns from the sheet.
Right-clicking the sheet now opens quick actions for copy, paste, clearing contents, and inserting rows or columns.
Row and column controls now insert next to the selected range instead of only adding to the end.
Rows can now auto-fit to their contents by double-clicking the resize handle, and show a live size guide while being dragged.
Selected cell ranges can now be moved by dragging their border, or copied by holding Option/Alt while dragging.
Selected cells can now be cut with the spreadsheet keyboard shortcut.
Selected cells can now be filled down or right with spreadsheet keyboard shortcuts.
Selecting empty rows or columns no longer crashes the editor toolbar.
Sheet editors now support paste special for values only, so formulas and formatting are not copied when users only need cell values.
Sheet formulas now support two-dimensional VLOOKUP and HLOOKUP table lookups.
Sheet grids now use a cleaner white and grey spreadsheet surface that more closely matches the reference wireframe.
Shift-clicking row or column headers now extends the selected rows or columns like a spreadsheet.
Shift+Enter and Shift+Tab now move through cells in reverse like spreadsheet editors.
Spreadsheet cells now paste copied Excel or Sheets ranges from the keyboard.
Starting a formula and leaving only an equals sign now clears back to a blank cell instead of showing an error.
The Bind to data panel now follows the array binding setup flow with anchor, source, shaping, and review sections.
The builder toolbar and formula bar now look closer to spreadsheet-style editing controls.
The editor now starts with an active cell, and Report can seed the reference report layout from one selected cell.
The editor toolbar now combines controls and the formula bar into one spreadsheet-style surface.
The formula bar fx control now starts formula entry directly.
The formula bar name box now jumps to typed cells and ranges like A1 or A1:C3.
The formula bar name box now opens saved named ranges as well as typed cell references.
The name box can now create named ranges for the selected cells, matching spreadsheet behavior.
The sheet context menu now includes cell type and formula editing actions.
The sheet editor now has cleaner grid lines and flatter spreadsheet-style controls.
The sheet grid now has cleaner spreadsheet lines and Ctrl or Command plus arrow keys jumps to data edges.
The sheet grid now more closely matches the reference wireframe with flatter cells, clearer headers, and formula markers while building.
The sheet grid now uses a flatter near-white surface with cooler neutral headers and grid lines, closer to spreadsheet wireframes.
Toolbar row and column inserts now match the size of the selected range.
Validation and conditional formatting now apply to selected ranges and are available from the sheet context menu.
AND and OR formulas now match spreadsheet range behavior for blank and text cells.
Array binding setup now shows how many preview rows or columns will generate before applying.
Array binding setup now shows supported sources and fields, and existing bindings can be reopened from the side panel even when another cell is selected.
Array-bound columns now use column-aware formulas, and binding review formulas can evaluate source-backed arrays.
Array-bound datasheets can now pull process and routing records for job and inbound work.
Array-bound formulas now show sample values while designing templates, even before a live order or job is attached.
Array-bound rows and columns now keep whole-row and whole-column formulas aligned when generated from a template.
Array-bound rows can now be filtered with starts with, ends with, blank, not blank, in, and not in rules.
Array-bound template cells now show their first generated row or column values while you build.
Array filter formulas now accept plain AND and OR conditions like the wireframes.
Array formulas can now spill through blank formatted cells instead of showing a blocked-spill error.
Between checks in array formulas now keep valid results when another item has an error.
Bound source arrays can now spill multiple fields into report tables for QUERY and other array formulas.
Builders can now switch formula cells between calculated results and raw formula text while setting up templates.
Calibration formulas now support LINEST and TREND for fitted coefficients and predicted values.
Column-bound formulas can now use @col fields when building generated specimen tables.
Conditional formatting now supports color scales for numeric result ranges.
Conditional formatting now supports data bars for numeric result ranges.
Conditional formatting now supports icon sets for numeric result ranges.
Copied formulas now shift whole-column and whole-row references like B:B and 3:3 while respecting absolute markers.
Criteria formulas like COUNTIF and SUMIF now treat partial numeric text as text instead of counting it in numeric filters.
Date formulas can now calculate due dates, month ends, and business-day turnaround windows.
Date formulas can now report week numbers, ISO weeks, 30/360 day counts, and year fractions.
DATE now rejects out-of-range years instead of creating invalid spreadsheet dates.
DATE now treats two- and three-digit years the same way as familiar spreadsheets.
Date values now continue correctly when users drag the fill handle across a sheet.
DATEDIF now supports month and day remainder units for elapsed-time report formulas.
DATEVALUE and TIMEVALUE formulas now keep valid array results when another item is invalid.
Drag-selecting cell ranges now stays visually aligned while you select cells.
Drag-selecting multiple cells is more reliable when overlays or sticky headers are under the pointer.
Dragging the fill handle from one month, weekday, date, or numbered label now continues the series.
Dynamic array formulas now include TOCOL, TOROW, WRAPROWS, WRAPCOLS, and EXPAND for shaping generated report snapshots.
Engineering formulas now convert more material-testing units, including force, stress, area, volume, time, energy, and temperature units.
Engineering formulas now support threshold and error-function helpers used in imported Excel and Google Sheets workbooks.
Even and odd checks in array formulas now keep valid results when another item has an error.
Exact VLOOKUP and HLOOKUP formulas now understand spreadsheet wildcards like * and ?.
Excel-style AGGREGATE formulas now work in imported material test summaries.
Excel-style SUBTOTAL formulas now work in imported material test summaries.
Exponential calibration formulas can now spill fitted growth factors and predicted values.
Fill handle series now continue month and weekday names like spreadsheets do.
FILTER formulas now support multiple conditions and preserve table rows or columns when filtering ranges.
Formula audit mode now follows the spreadsheet keyboard shortcut for switching between formulas and results.
Formula autocomplete and function search now understand Excel compatibility-prefixed formulas.
Formula autocomplete now suggests numbered generated names like uts_1 and uts_2 for named array-bound cells.
Formula calculations now show #NUM! for numbers that overflow instead of displaying Infinity or NaN.
Formula editing now lets builders choose whether clicked cells insert as coordinates, generated names, or bound-row fields.
Formula editing now supports F4-style absolute reference cycling for cell references and ranges.
Formula errors now show clearer in-cell markers and explanations while setting up sheets.
Formula functions now work case-insensitively, including array bindings copied from spreadsheets.
Formula guards now support type checks like ISNUMBER and ISTEXT for validation and setup formulas.
Formula help now follows semicolon-separated imported formulas and keeps the right argument highlighted.
Formula help now highlights the argument being edited directly inside the function signature.
Formula setup now includes helpers to inspect which cells contain formulas and view their formula text.
Formula setup now supports CELL reference inspection for addresses, row and column numbers, contents, and value types.
Formula setup now supports F-tests for comparing batch-to-batch variance.
Formula setup now supports Fisher transforms for correlation-based calibration summaries.
Formula setup now supports weighted averages for material-test summaries.
Formula suggestions and help now follow the cursor inside formulas, so builders can complete edits in the middle without rewriting the rest.
Formula suggestions now find useful functions by help text, so terms like pivot can surface QUERY while building sheet reports.
Formula suggestions now include array binding sources and fields like parts.material, with live previews while building generated sections.
Formula suggestions now show descriptions and examples while users browse functions in the editor.
Formula templates can now use current-row and current-column shortcuts in generated array sections.
Formulas can now calculate range arithmetic directly, including conditional SUMPRODUCT expressions.
Formulas can now parse copied date and time labels with DATEVALUE and TIMEVALUE, plus TIME, HOUR, MINUTE, and SECOND helpers.
Formulas can now use range comparisons inside conditional calculations like SUMPRODUCT.
Formulas now include COUNTUNIQUE and COUNTUNIQUEIFS for distinct heat, batch, specimen, and supplier summaries.
Formulas now include covariance, regression standard error, and z-score helpers for comparing test batches and calibration scatter.
Formulas now include logarithms, exponentials, pi, step rounding, odd/even rounding, and angle helpers for engineering calculations.
Formulas now include normal confidence interval helpers for material testing summaries.
Formulas now include normal distribution helpers for probability and threshold calculations.
Formulas now include process capability helpers for material testing summaries.
Formulas now include squared-sum, skewness, and kurtosis helpers for material test summaries.
Formulas now include Student's t confidence interval helpers for small material test samples.
Formulas now include TEXTBEFORE and TEXTAFTER to clean imported heat, batch, lot, and specimen labels.
Formulas now reject partial numeric text like 12abc instead of treating it as 12.
Formulas now support acceptance sampling probabilities for binomial, hypergeometric, and Poisson calculations.
Formulas now support chi-square and F distribution helpers for variance confidence and batch comparison calculations.
Formulas now support CHOOSECOLS and CHOOSEROWS for projecting selected parts of filtered or sorted tables.
Formulas now support factorial, combination, and permutation helpers for sampling and test matrix setup.
Formulas now support gamma and beta probability helpers for probability modeling and confidence calculations.
Formulas now support hyperbolic trig helpers for imported engineering and calibration sheets.
Formulas now support inverse trig helpers for angle and geometry calculations.
Formulas now support ISEVEN and ISODD for imported sheet validation and alternating report logic.
Formulas now support ISREF so imported sheets can check whether cell, named-range, OFFSET, INDIRECT, and cross-sheet references are still valid.
Formulas now support lognormal, Weibull, and exponential probability helpers for reliability and lifetime summaries.
Formulas now support population standard deviation, variance, average deviation, squared deviation, and mode summaries.
Formulas now support PROPER and REPLACE for cleaning copied labels and fixed-width specimen IDs.
Formulas now support QUOTIENT, GCD, and LCM for specimen grouping and repeated interval calculations.
Formulas now support RANK, PERCENTRANK, and QUARTILE for statistical report summaries.
Formulas now support ROW and COLUMN helpers for report numbering and coordinate-based setup.
Formulas now support SLOPE, INTERCEPT, CORREL, RSQ, and FORECAST for calibration curves and stress-strain summaries.
Formulas now support whole-column and whole-row ranges like B:B and 3:3 for spreadsheet-style report setup.
Formulas now support z-tests and t-tests for comparing material test samples and targets.
Generated array rows and columns now show the same shifted formula references that the backend uses for calculations.
Generated datasheet formulas now resolve record lookups consistently in saved instance calculations.
Generated row and column entries now save only against the matching source record in array-bound templates.
HSTACK and VSTACK formulas now let users combine generated ranges into wider or taller report tables.
IF formulas now work with ranges, so conditional calculations can spill or be summed without helper columns.
IFERROR and IFNA formulas now work element-by-element in spilled range calculations.
Imported Excel and Google Sheets formulas can now reference cells and ranges on other sheets.
Imported Excel dynamic-array formulas can now reuse spilled ranges with references like A1#.
Imported Excel formulas can now use semicolons between function arguments.
Imported Excel formulas now handle compatibility prefixes on modern dynamic-array helpers.
Imported Excel percentile-rank formulas now support PERCENTRANK.EXC.
Imported formulas can now use TRUE() and FALSE() wherever spreadsheet templates expect boolean helpers.
Imported Google Sheets array formulas now keep spilling with ARRAYFORMULA, FLATTEN, and ARRAY_CONSTRAIN.
Imported Google Sheets conversion helpers now work in setup formulas for text, dates, percentages, and currency values.
Imported Google Sheets date checks can now use ISDATE for valid date cells and copied date text.
Imported Google Sheets formulas now support JOIN for delimiter-separated report labels and summaries.
Imported Google Sheets reports can now use SORTN to build top-result tables with tie handling.
Imported spreadsheet criteria now understand escaped wildcards like ~* and ~? when matching batch, heat, and specimen labels.
Imported spreadsheet formulas can now use inline array tables for lookup maps and spill ranges.
Imported spreadsheet formulas now support STDEVA, STDEVPA, VARA, and VARPA for mixed text and TRUE/FALSE ranges.
Imported spreadsheet guard formulas now understand common error and type helper functions.
Imported summary formulas now support AVERAGEA, MINA, and MAXA for mixed text and TRUE/FALSE ranges.
Imported validation formulas can now check email addresses and certificate links with ISEMAIL and ISURL.
Imported workbook formulas now support CEILING.MATH and FLOOR.MATH rounding.
Imported workbook formulas now support CEILING.PRECISE, FLOOR.PRECISE, and ISO.CEILING rounding.
Imported workbook formulas now support SQRTPI, SERIESSUM, and MULTINOMIAL math helpers.
Imported workbook formulas now support reciprocal trigonometry helpers like SEC, CSC, COT, and ACOT.
Input cells can now be created from the formula bar with =input(type), including file inputs, and plain text turns a cell back into static content.
LINEST can now return regression diagnostics for calibration setup formulas.
Long formulas can now use LET to name intermediate calculations inside a cell.
Lookup formulas now avoid matching partial numeric text like 12abc when searching for numeric values.
MATCH formulas now support Excel-style wildcard lookups for copied specimen and batch formulas.
MATCH now uses the familiar spreadsheet default of approximate ascending search when match type is omitted.
Named cells in generated rows now work as whole arrays and numbered values like uts_2 in formulas.
Named ranges now show generated array references such as uts_1 and uts_2 when a named cell sits on an array-bound row or column.
NUMBERVALUE formulas now parse valid array items even when another item is invalid.
Dynamic reference formulas now help build report ranges from anchors, named ranges, and computed reference text.
Operators now get the right cell control when filling datasheets, including dropdowns, booleans, dates, numbers, and long text.
Pasting from spreadsheets now preserves quoted tabs, line breaks, and quote characters inside cells.
Pressing Enter at the end of a complete formula now commits it instead of inserting an extra function suggestion.
Pressing Enter in the formula bar now commits the value immediately, including clearing a cell.
QUERY formulas can now pivot grouped summaries into columns for compact report tables.
QUERY formulas can now summarize report tables with group by plus sum, average, count, min, and max.
QUERY numeric filters now ignore partial numeric text like 12abc and 9x when comparing against numbers.
QUERY report formulas can now skip rows and rename output headers with offset and label clauses.
Range selections now stay bounded to the visible sheet after structure changes, keeping overlays and range actions aligned.
Reference formulas like OFFSET and INDIRECT now behave correctly inside numeric summaries.
Regex extract formulas can now spill captured groups across rows and columns.
Regex formulas now help clean copied lab labels with REGEXMATCH, REGEXEXTRACT, and REGEXREPLACE.
Report formulas can now choose rows and columns from header-driven MATCH and XMATCH results, making generated tables easier to build from imported sheets.
Report formulas can now use QUERY-style select, filter, sort, and limit clauses.
Report formulas now support CHOOSE and SORTBY for clearer generated table logic.
Scheduling formulas now support custom workweeks with WORKDAY.INTL and NETWORKDAYS.INTL.
Sequence formulas now reject fractional row or column counts instead of silently rounding them.
SORT formulas now keep table rows together and can sort by columns or external key ranges.
Spreadsheet formulas now handle referenced text and logical cells more like Excel.
Spreadsheet formulas now support FREQUENCY for histogram-style test result summaries.
Spreadsheet formulas now support Lambda helpers for row, column, running-total, and generated-grid calculations.
Spreadsheet formulas now support matrix multiplication, identity matrices, determinants, and inverses for calibration setup work.
Spreadsheet formulas now support more imported descriptive statistics, including geometric and harmonic means, multi-mode spills, population skew, and Pearson correlation.
Spreadsheet formulas now support paired squared-sum calculations for calibration and residual checks.
Spreadsheet formulas now support trimmed means, average tied ranks, and exclusive percentile and quartile summaries.
Statistical formulas now support CHISQ.TEST and CHITEST for observed-versus-expected result counts.
Summary formulas like SUMPRODUCT, FREQUENCY, AGGREGATE, and weighted averages now ignore partial numeric text in numeric calculations.
TAKE and DROP formulas now let users slice filtered or sorted tables into focused snapshots.
Text formulas can now clean copied labels, compare exact text, repeat separators, and convert character codes.
TEXT formulas can now format dates and times for report labels and timestamp headers.
Text formulas now format report labels and imported numbers with TEXT, FIXED, DOLLAR, and NUMBERVALUE support.
More formulas now keep valid array items working when another item is invalid.
Text formulas now include SPLIT, TEXTSPLIT, SUBSTITUTE, SEARCH, and FIND for cleaning copied specimen, heat, and lot labels.
Text formulas that spill arrays now keep valid results when another item in the spill has an error.
The builder toolbar is simpler, and input cells can now be created by typing setup text such as $input(number).
The cell inspector now shows which cells a formula reads from and which formulas use the selected cell, making imported sheet setup easier to verify.
The function library now finds formulas by common Excel and Google Sheets aliases.
The sheet inspector now includes a searchable function library, so formulas can be browsed and inserted without leaving the editor.
UNIQUE formulas now preserve table rows and columns and can return only values that appear exactly once, matching more imported Google Sheets layouts.
Validation formulas can now check tolerance windows and exclusive pass/fail logic with ISBETWEEN and XOR.
VALUE formulas now parse valid items in arrays even when another item is invalid.
Values-only paste now works with the spreadsheet keyboard shortcut, so copied formulas can be pasted as plain results.
XLOOKUP arrays now keep valid matches when another lookup item is missing.
XLOOKUP can now pull multiple matched rows or columns from a table when a formula uses a spilled list of lookup values.
XLOOKUP can now return whole matching rows or columns, and XMATCH adds modern exact, wildcard, reverse, and approximate matching.
ADDRESS formulas now support R1C1 references and sheet-name prefixes from imported spreadsheets.
Advanced math formulas now spill across arrays and keep per-cell calculation errors visible.
AGGREGATE now counts empty-text formula results consistently with COUNTA.
Array binding setup now uses the shared searchable dropdowns for sources and fields.
Array-generated input rows and columns now validate cross-field rules against the correct generated cells.
AVERAGE now counts direct TRUE/FALSE and numeric text arguments the same way spreadsheets do.
Beta distribution formulas now keep the normal 0 to 1 bounds when optional bounds are left blank.
BINOM.DIST.RANGE now uses the lower success count when the optional upper success count is left blank.
Blank cell comparisons now match spreadsheet behavior without treating empty text as zero.
Blank cells and empty text are now handled separately in COUNTA and ISBLANK formulas.
Blank checks now spill across selected ranges so each cell reports its own TRUE or FALSE result.
Blank criteria cells now behave like zero in spreadsheet criteria formulas while literal blank criteria still find blank cells.
Blocked dynamic array spills now show Excel-style #SPILL! errors instead of generic reference errors.
Business-day and month-end formulas now fill across date arrays.
CEILING and FLOOR formulas now keep the normal significance of 1 when the optional significance is left blank.
Cell formulas now highlight referenced ranges while you type directly in the grid.
Cell hover details now show addresses, formulas, live results, and error explanations.
Cell setup is now driven from the formula bar with input commands instead of a cell type selector.
CHOOSE formulas can now spill selected range choices instead of returning only the first cell.
CHOOSE formulas now match spreadsheet behavior for fractional indexes and unused error branches.
CHOOSECOLS and CHOOSEROWS formulas now reject oversized argument lists.
Clearing a cell with a lone apostrophe now removes the blank cell instead of leaving hidden empty-cell metadata.
Common numeric formulas now enforce spreadsheet argument limits for SUM, AVERAGE, COUNT, MIN, MAX, PRODUCT, and related variants.
Copying formula cells now places their displayed value on the clipboard while keeping formulas for paste inside the sheet.
COUNTIF, SUMIF, and AVERAGEIF now spill results when the criteria is an array, matching spreadsheet behavior.
COUNTUNIQUEIFS now checks range shapes more like spreadsheets do.
Custom number formats now handle Excel-style positive, negative, and zero sections.
Custom number formats now support bracketed conditions like [<=100] and [>100].
DATE and TIME formulas now spill across arrays and broadcast mixed scalar and array inputs.
DATE formulas now reject month and day overflows that land outside the supported spreadsheet date range.
Date formulas now treat blank optional weekday, week number, and custom weekend arguments the same as omitted defaults.
Date formulas now use the current year for pasted dates like July 20 when no year is included.
Date scheduling and reporting formulas now accept pasted date text directly.
DATEDIF formulas now accept pasted date text directly and spill per-cell errors in array formulas.
Days and year-fraction formulas now fill across paired date arrays.
Direct cell formula editing now shows function signatures and active argument help while you type.
Direct cell formula editing now supports F4 reference locking, matching the formula bar.
DOLLAR and FIXED now keep the normal two-decimal default when the optional decimal places are left blank.
Duration formulas can now be formatted with elapsed-time patterns like [h]:mm:ss.
Dynamic array formulas now distinguish blank cells from empty text more like Excel.
Empty TAKE and DROP array results now show Excel-style #CALC! errors.
EXPAND formulas now support omitted row or column dimensions when padding arrays.
Filling or copying formulas now shows #REF! when a moved reference falls outside the sheet.
FILTER formulas can now show a fallback value when no rows or columns match.
FILTER formulas now match spreadsheet behavior by rejecting two-dimensional cell masks instead of returning scattered individual cells.
FILTER now rejects scalar conditions unless the filtered range is a single cell.
FILTER now shows Excel-style #CALC! when no rows or columns match and no fallback is set.
FILTER now treats 2D scalar conditions more like spreadsheets do.
Flattening a fully blank or ignored dynamic array now shows the expected #CALC! empty-array error.
Formula cell hover tips now show the function signature and description alongside the result.
Formula entry no longer turns numeric arithmetic like =2+3*4 into an autocomplete suggestion.
Formula entry now commits cell references on Enter without replacing them with autocomplete suggestions.
Formula reference highlights now show labels and hover details with the current referenced cell value.
Formula suggestions now appear while typing directly inside grid cells.
Formulas now keep correct references when rows or columns are inserted or deleted.
Formulas now support omitted optional arguments, so TAKE and DROP can work by columns only.
Formulas now support RAND and RANDBETWEEN for random test and sampling calculations.
Formulas now support RANDARRAY for spilling random values across rows and columns.
Formulas now support Unicode text helpers for converting between characters and code points.
HOUR, MINUTE, and SECOND formulas now accept time text directly and return #NUM! for negative time values.
HOUR, MINUTE, and SECOND now read the time portion from imported spreadsheet serial numbers.
IF formulas now avoid evaluating unused array branches, so hidden errors stay hidden.
IF, IFERROR, and IFNA now report too many arguments like spreadsheet formulas.
IFS and SWITCH formulas now enforce spreadsheet argument limits.
IFS and SWITCH formulas now surface unused branch errors like spreadsheets do.
IFS formulas can now evaluate whole ranges and spill the first matching result for each cell.
Imported Excel errors like #NULL! and #GETTING_DATA are now recognized in formulas.
Imported Excel formulas with _xlpm Lambda parameter names now calculate correctly.
INDEX formulas can now return selected rows, columns, and cells from array row or column positions.
INDIRECT formulas can now reference cells and ranges on other sheets.
INDIRECT formulas now understand R1C1 references when the A1 flag is false.
Input cells can now be set up and reviewed directly from the formula bar using commands like =input(file).
ISBETWEEN now keeps boundary checks inclusive when optional inclusive flags are left blank.
ISBLANK, ISNUMBER, ISTEXT, ISNONTEXT, and ISLOGICAL now classify direct formula errors instead of stopping the formula.
ISTEXT and ISNONTEXT now treat empty text separately from truly blank cells.
JOIN formulas now reject two-dimensional ranges, matching Google Sheets behavior.
LAMBDA helper formulas now enforce the standard spreadsheet parameter limit.
LEFT and RIGHT now use the normal one-character default when the optional character count is left blank.
LET formulas now enforce the standard spreadsheet limit for named values.
LOG now keeps the normal base-10 default when the optional base is left blank.
Logical formulas now enforce spreadsheet argument limits for AND, OR, and XOR.
Logical formulas now report later errors instead of hiding them after an early TRUE or FALSE.
LOOKUP formulas now handle legacy table-style array lookups from imported spreadsheets.
LOOKUP formulas now handle numeric text and text casing more like spreadsheets.
Lookup formulas now honor sorted binary search modes for exact and approximate matches.
Lookup formulas now reject invalid decimal match and search mode options.
LOOKUP formulas now reject mismatched or two-dimensional vector ranges instead of flattening them.
Lookup formulas now treat blank lookup values consistently when matching blank-looking cells.
Lookup formulas now use the normal first-to-last search default when the optional search mode is left blank.
LOOKUP now supports the standard Excel last-filled-cell formula pattern that skips errors in the lookup vector.
Lookups now surface formula errors in lookup columns instead of treating them like text.
MATCH and XMATCH formulas now reject table-shaped lookup ranges instead of searching them as a flat list.
MATCH formulas now reject decimal match types instead of silently rounding them.
MATCH formulas now reject unsupported match type values instead of using the wrong lookup mode.
MATCH now handles escaped wildcard characters the same way spreadsheets do.
MATCH now keeps the normal approximate-match default when the optional match type is left blank.
More spreadsheet formulas now reject extra arguments the same way Excel does.
Multi-cell selection now stays aligned with the sheet grid while dragging or selecting ranges.
Multi-criteria formulas now enforce spreadsheet argument limits for COUNTIFS, SUMIFS, AVERAGEIFS, MINIFS, and MAXIFS.
Multi-criteria formulas now reject differently shaped ranges instead of matching them by flat cell count.
Multi-criteria formulas now spill results when criteria use array values.
N now keeps array formulas spilling when one item is an error.
Normal, lognormal, and Z.TEST formulas now use their standard defaults when optional arguments are left blank.
Not-blank criteria now treat formula empty text like spreadsheet cells while blank criteria still find blank-looking cells.
NOT formulas now spill across arrays and ranges while keeping individual cell errors visible.
OFFSET and INDIRECT formulas now use the normal spreadsheet defaults when optional reference arguments are left blank.
Order-attached datasheets can now use job formulas with linked part, customer, process, and routing details.
PERCENTILE formulas now use the standard two-argument spreadsheet syntax.
PERCENTRANK now keeps the normal 3-digit default when the optional precision is left blank.
Pressing Enter after typing =TRUE or =FALSE now saves the boolean formula instead of turning it into an incomplete function.
Regex formulas now reject unsupported RE2 patterns such as lookarounds and pattern backreferences.
Regression formulas now keep their normal intercept/default curve behavior when the optional flag is left blank.
REPT now supports repeated text up to Excel's 32,767-character limit.
Right-click menu actions now apply to the row, column, or cell you clicked.
ROW and COLUMN formulas now fill row and column numbers across ranges like spreadsheets do.
ROW and COLUMN now understand dynamic references created with INDIRECT and OFFSET.
SEARCH and FIND formulas now return the expected error when the start position is beyond the text.
SEARCH formulas now keep literal tilde characters unless they escape a wildcard.
Sequence formulas now keep spreadsheet defaults when optional columns, start, or step settings are left blank.
SORT formulas can now sort columns left to right when using the Excel by-column option.
SORT formulas now order mixed-case text like spreadsheets while keeping original casing.
Sort formulas now use normal spreadsheet defaults when optional sort arguments are left blank.
SORTBY formulas can now sort columns left to right using row-shaped key ranges.
SORTBY formulas now return spreadsheet-style errors for unsupported sort order values.
Split formulas now keep Google Sheets defaults when optional split settings are left blank.
Statistical formulas now enforce spreadsheet argument limits for MEDIAN, variance, standard deviation, mode, skew, kurtosis, and related summary functions.
SUBTOTAL and AGGREGATE now treat referenced cells like spreadsheet references in summaries.
SUBTOTAL counts empty-text formula results consistently with COUNTA.
SUMIF and AVERAGEIF now expand single-cell result ranges like spreadsheets.
SUMIF and AVERAGEIF now follow spreadsheet-shaped result ranges in two-dimensional formulas.
SUMIF and AVERAGEIF now use the criteria range when the optional result range is left blank.
SUMPRODUCT now matches spreadsheet behavior by rejecting mixed-size array arguments instead of stretching scalars across ranges.
SWITCH formulas can now map whole ranges of codes and statuses into spilled labels.
T formulas now keep spreadsheet errors visible instead of turning them into blank text.
TAKE and DROP formulas now show the standard empty-array error when asked for zero rows or columns.
TAKE formulas now return the available range when asked for more rows or columns than exist.
Text comparisons now match spreadsheet case-insensitive behavior while EXACT remains case-sensitive.
Text formulas now count and slice emoji-style characters correctly.
Text formulas now handle blank optional arguments like spreadsheet apps, keeping missing fallbacks as errors while allowing explicit blank fallbacks.
Text formulas now keep their normal first-position defaults when optional instance or start fields are left blank.
Text split formulas now use the normal #N/A pad when the optional pad setting is left blank.
TEXTBEFORE and TEXTAFTER formulas now handle empty delimiters like Excel.
TEXTBEFORE and TEXTAFTER now handle emoji text lengths correctly.
TEXTBEFORE and TEXTAFTER now return Excel-compatible errors when the requested instance is outside the text.
TEXTBEFORE and TEXTAFTER now return the fallback when a requested delimiter occurrence is missing.
TEXTBEFORE and TEXTAFTER now return #VALUE! for invalid instance numbers instead of hiding them with a fallback.
TEXTJOIN formulas now return an error when the joined text is too large for a spreadsheet cell.
TEXTSPLIT formulas now support multiple split delimiters.
TEXTSPLIT formulas now support row-only splits and ignore consecutive row delimiters like Excel.
TIME formulas now return #NUM! for negative or out-of-range time parts while still rolling valid positive overflows forward.
Time formulas now understand copied date-and-time labels even when the time appears before the date.
TIMEVALUE formulas now accept common AM/PM-only times like 2 PM.
TRIM formulas now preserve non-breaking spaces and tabs while still collapsing ordinary spaces.
UNIQUE formulas now treat text casing like Excel while keeping the first value's casing.
UNIQUE formulas that find no exactly-once rows or columns now show the expected #CALC! empty-array error.
VALUE and NUMBERVALUE formulas now parse scientific notation such as 1E3.
VALUE formulas now understand copied date and time text as numbers.
VLOOKUP and HLOOKUP formulas can now return several columns or rows from one lookup.
VLOOKUP and HLOOKUP formulas can now fill results for several search keys at once.
VLOOKUP and HLOOKUP now keep approximate-match defaults when the optional match setting is left blank.
VLOOKUP and HLOOKUP now match literal tilde characters in escaped wildcard searches.
Week formulas now fill across date arrays, matching spreadsheet-style results.
Wildcard criteria now match text cells only, keeping COUNTIF and SUMIF results from counting numbers or blanks as wildcard text.
Wildcard lookup formulas now match text cells only, so numbers and blanks are no longer treated as wildcard text.
WRAPROWS and WRAPCOLS now follow spreadsheet vector rules and floor fractional wrap counts.
WRAPROWS, WRAPCOLS, and EXPAND now show #N/A for omitted padding while still allowing explicit blank padding.
XLOOKUP and XMATCH wildcard searches now handle literal tildes the same way spreadsheets do.
XLOOKUP formulas now require a one-row or one-column lookup range and reject incompatible result ranges.
XLOOKUP now keeps missing matches as #N/A when the not-found value is omitted.
XLOOKUP now keeps row and column spills aligned when a missing lookup uses a fallback value.
XLOOKUP now reports incompatible lookup and return ranges as value errors.
XOR formulas now ignore text and blank cells inside ranges while still reporting errors correctly.
YEAR, MONTH, and DAY formulas now read date text directly and keep per-cell errors in spilled arrays.
ADDRESS formulas now fill generated cell references when row or column inputs spill.
Array binding dropdowns now stay above the editor and use the shared select controls consistently.
Array bindings can now pull job step rows from an attached production order, including related job, order, part, customer, process, and routing fields.
Array bindings now generate reliable formulas when filters, sorting, and unique rows are used together.
Boolean comparisons in formulas now match spreadsheet ordering when TRUE or FALSE is compared with text or numbers.
Broken array bindings now show an error when a selected order, job, or part field does not exist.
Builder setup actions are now grouped under one right-click submenu so common sheet actions are easier to find.
Cell editing now supports Alt+Enter line breaks in regular cells, matching spreadsheet editing.
Cell edits now preserve leading and trailing spaces instead of trimming typed text.
Cell hover details now show named cells and named ranges.
Cells can now display numbers by significant figures for cleaner measurement values.
CHAR now matches Excel's 1-255 character-code range while UNICHAR handles Unicode codes.
CONCAT formulas now match Excel's cell-length limit and return an error when the joined text is too long.
Copying date formula results now puts the readable date or time text on the clipboard instead of the raw timestamp number.
COUNT formulas now surface referenced cell errors instead of hiding them.
COUNTIF and SUMIF now treat leading and literal spaces in text criteria like spreadsheet apps do.
Datasheets now validate formulas, options, and attached records more reliably.
Date criteria now work in formulas like COUNTIF, SUMIF, and AVERAGEIFS when dates are written as text.
Date formula results now show readable dates and times in the grid instead of raw timestamp numbers.
Date formulas now support spreadsheet-style day offsets, so adding or subtracting numbers from dates moves by days while time formulas still add times.
Dragging the fill handle to the right now expands the fill range horizontally when your pointer movement is mostly sideways.
DROP formulas now return the same empty-array error Excel shows when too many rows or columns are removed.
Empty aggregate formulas like SUM(), COUNT(), MIN(), and MAX() now return spreadsheet-style results.
Exact lookup formulas now distinguish numbers from number-looking text, matching Excel behavior.
Fill handle copies formulas more reliably and clears stale binding or merge setup from overwritten cells.
Fill handle drags now keep the original selected range stable while you drag.
Fill-handle drags now keep working when pulled to the right edge and keep the filled range selected.
Formula bar shortcuts now use the same undo and redo history as the grid when no formula text is being edited.
Formula editing now cycles whole-column and whole-row references with F4, matching spreadsheet-style absolute reference shortcuts.
Formula editing now highlights cell, range, named, and bound-field references as you type.
Formula editing now keeps sheet names separate from cell references when highlighting and cycling references.
Formula help now appears when the cursor is on a function name, before editing its arguments.
Formula operator precedence now matches Excel for negation and repeated exponentiation.
Formula suggestions no longer appear while typing inside quoted text.
Formula text limits now count emoji and other Unicode characters the same way as spreadsheet text functions.
Formula text now supports Excel-style doubled quotes inside strings.
Formulas can now turn values and spilled arrays into readable text with VALUETOTEXT and ARRAYTOTEXT.
Formulas now handle linked order, job, and part fields more reliably.
Array formulas now spill through blank input cells while still stopping at real entered values.
Paste special now includes a transpose option for turning copied rows into columns.
Fill handle drags can now extend the sheet to the right instead of stopping at the last visible column.
Formulas now treat unary plus like spreadsheets, and array-bound named values now work inside summary formulas such as AVERAGE(uts).
Formulas now understand currency, comma-separated numbers, percentages, and accounting-style negatives in calculations.
Incomplete quoted formulas now show a formula parse error instead of saving as text.
INDIRECT formulas now report invalid references when text points outside the sheet.
Job-attached datasheets can now use the parent order as a binding source.
Job-based datasheets can now use parent order fields in generated rows.
Legacy CONCATENATE formulas now follow Excel's item and text-length limits.
Linked fields from jobs and parts now work inside array formulas and formula previews.
Lookup and table-slice formulas now handle imported numeric text and zero-axis DROP formulas more reliably.
Lookup formulas now handle TRUE and FALSE consistently in approximate and binary searches.
Lookup formulas now match date text against real date cells, including MATCH, XLOOKUP, VLOOKUP, and HLOOKUP.
MAP formulas now reject mismatched input array sizes instead of silently reusing a single value across a larger range.
Numbers typed into cells now work reliably in formulas like SUM, AVERAGE, and COUNT.
OFFSET formulas now handle decimal row and column offsets like Google Sheets by truncating the decimal part.
OFFSET formulas now return a reference error when the requested range runs outside the sheet.
Order bindings now expose value and currency fields for formulas.
Paste special now includes a formulas-only option for copying formulas without replacing nearby static cells or formatting.
Pasted date and date-time text from copied formula results now becomes reusable date values for formulas.
Pasting into merged cells now clears the old merge first, so pasted spreadsheet data lands in normal cells.
POWER and the ^ operator now match Excel when zero is raised to zero.
PRODUCT formulas now handle empty or text-only referenced ranges like a spreadsheet instead of showing a formula error.
QUERY formulas now support OR conditions in where clauses.
QUERY formulas now support parentheses and NOT conditions in where clauses.
Reference checks now stay true for valid OFFSET and INDIRECT references even when the referenced cell contains an error.
Right-click menus are clearer, with row and column actions scoped to their headers and cleaner cell actions.
Right-click menus now stay focused on the selected cell, row, or column, with clearer header actions for inserting, deleting, and clearing.
Right-click menus now stay scoped to the latest row or column header, and selected cells can be cleared with Delete or Backspace.
Right-clicking a selected row or column header now keeps the full selected range for insert and delete actions.
Right-clicking cells now shows practical Insert cells and Delete cells actions that can shift nearby cells like a spreadsheet.
Right-clicking row or column headers now shows direct insert and delete actions, with formula editing only shown for formula cells.
Row and column header right-click menus now show only the insert and delete actions that apply to that header.
Selecting multiple cells now keeps the grid stable when ranges include merged or styled cells.
Sort formulas now order TRUE and FALSE consistently with spreadsheet lookup behavior.
SPLIT formulas now handle emoji and other Unicode delimiters as single spreadsheet characters.
Spreadsheet formulas now handle exact text lookups and ROW/COLUMN/ADDRESS spills more reliably.
SUBTOTAL and AGGREGATE product summaries now handle empty or text-only referenced ranges like PRODUCT formulas.
Subtracting two date formulas now returns the number of days between them, including partial days from times.
SUMIF, AVERAGEIF, SUMIFS, AVERAGEIFS, MINIFS, and MAXIFS now show matching formula errors instead of silently skipping them.
SUMPRODUCT now treats text and logical array entries like Excel, while coerced criteria formulas still calculate correctly.
TEXTBEFORE and TEXTAFTER formulas now handle multiple possible delimiters in one formula.
TEXTBEFORE now returns empty text when the source text is empty.
TEXTJOIN formulas now support delimiter ranges, matching Excel-style row and column joins.
The builder inspector matches the spreadsheet toolbar, the function library lists every formula, and the Report toolbar action was removed.
The datasheet toolbar no longer shows the font-looking text colour control.
The main toolbar no longer shows the font-size-looking decimal controls.
The right-click menu now keeps formula editing scoped to single cells so row, column, and multi-cell menus stay focused on range actions.
The right-click menu now keeps row and column insert/delete actions on row and column selections, so regular cell menus stay shorter and clearer.
The right-click sheet menu is now shorter, with insert and delete actions grouped into practical submenus.
The sheet right-click menu is cleaner, with row and column changes kept in header menus and setup tools grouped under a clearer range menu.
The sheet right-click menu now uses clearer cell, row, and column action labels.
Time formulas now combine day counts with TIME() and TIMEVALUE() like spreadsheets do.
TRUE and FALSE typed into cells now behave as logical values in formulas.
Undo and redo in the builder now keep a stable edit history while changing cells, even in development replay mode.
VALUE formulas now handle repeated percent signs the same way spreadsheets do.
VLOOKUP and HLOOKUP now reject fractional return indexes instead of silently using the wrong column or row.

Workflows

Automations can now send notifications and request sign-offs from backend workflow actions.
Automations can now start after a production step has stayed in a matching resource or status for a set amount of time.
Automations can now start from inbound document submission, inbound document approval, and completed production jobs.
Automations can now start when production steps start, complete, get an assigned asset, or when job routing changes.
Task actions now keep punctuation when filling smart titles and descriptions.
Workflow automation can now run conditional action flows from backend events.
Build automations visually: start from an event or aging timer, branch on conditions, and run actions like notifications, tasks, and sign-offs — with live run monitoring, incidents, an event log, and version history.
The workflow builder header now wraps cleanly on narrow screens.
Workflow names now stay readable while editing in the builder header.
Incoming change details now use clearer labels for retries and matched workflow starts.
Run details now explain when no tasks, notifications, or sign-offs were created before a failed run stopped.
Action choices now explain what each step will do before you select it.
Action choices now spell out quality and safety terms instead of using short acronyms.
Action search now prioritizes direct matches so terms like risk show the right actions immediately.
Action setup controls are now easier to navigate with clearer control labels.
Workflow setup now opens the builder with clearer wording, action setup waits for the chosen trigger before showing smart details, and failed-audit workflows can use audit result and failure-code details.
Action setup now catches invalid saved people selections earlier and makes smart-text examples clearer in empty title and body fields.
Action setup now catches saved status, priority, severity, and sign-off type values that are no longer available before publishing.
Action setup now has a searchable action picker and clearer workflow-detail wording.
Adding a step now inserts it into the current workflow path instead of leaving it disconnected.
The start setup now describes one incoming change and its attached record more clearly.
Backend setup errors now appear as plain workflow guidance instead of technical field names.
Builder and monitoring screens now use clearer start-event and related-record wording.
Builder checks and publish previews now use clearer readiness wording.
Builder empty states now use workspace language instead of internal entity wording.
Builder side panels now use clear step names like Condition and Create task instead of raw node type labels.
Builder validation now stays visible and points to fields with plain labels instead of technical config paths.
Builder warning messages now use clearer plain text.
Business change inspector now shows key change details without raw payload data.
Canvas connections now use friendly step names for assistive technology.
Builder checks, previews, and publish review now use the same business-change and carried-record wording as the start setup panel.
Start and condition setup now use clearer business wording instead of internal workflow terms.
Condition rule setup is easier to scan, with named field/operator/value controls and descriptions in the field picker.
Condition rules now describe change sources in plain language.
Condition rules now describe values from integrations and timers as change details.
Condition rules now explain whether all rules or any rule should match.
Condition rules now explain whether they read from the workflow record or from incoming-change details.
Condition rules now give clearer value prompts and picker empty states when building filters.
Condition rules now hide backend-only start fields so workflow setup reads in plain business terms.
Condition rules now use plain labels like "is one of" instead of internal operator words.
Trigger setup now reads as one start signal, and condition rules use searchable resource and asset type choices.
Condition rules that match one of several values now use a multi-value picker and validate correctly before publishing.
Condition setup now explains how to add the first rule and highlights common fields.
Condition setup now uses clearer field language instead of technical path wording.
Condition source choices now use plain labels like External integration instead of internal source keys.
Create-task actions can now set due dates and project fields, and custom integration triggers use clearer record wording.
Custom integration messages now appear as readable business labels on workflow nodes and trigger settings.
Custom trigger messages now infer or clear their related record context instead of reusing the previous trigger's record type.
Customer conditions now use searchable customer names instead of raw IDs.
Trigger setup and monitoring screens now show workflow events and actions as plain labels instead of system keys.
Incident alerts now show clear severity labels instead of raw system values.
Incident filters now use clear operator labels instead of raw status values.
Incident recovery badges now use plain wording for retry and restart options.
Incident cards now explain retry-safe failures and saved restart points without implying unavailable retry buttons.
Incident rows now use simpler failure labels like Action failed and Step failed.
Incidents and rate limits now show plain labels instead of internal workflow keys.
Incidents can now be resolved or dismissed after an operator reviews the failed run.
Incidents now link straight to the failed run details.
Incoming-change and rate-limit monitoring now uses clearer plain-language labels.
Incoming change details now show attempts, listeners, and started runs as clear phrases instead of bare numbers.
Incoming change details now show processing attempts with clearer wording.
Incoming change details now show workflow errors in plain language.
Incoming change explanations now stay in plain language even when backend details are returned.
Incoming change details now use the same starting-record language as the workflow builder.
Incoming change monitoring now describes sources in plain language.
Incoming-change triggers now explain the starting record as automatic context, not a second setup choice.
Incoming-change triggers now keep the workflow setup focused on the selected event while Bulk derives the record for later steps automatically.
Monitoring fallback labels now read more like normal app text.
Monitoring lists now avoid repeated generic record names.
Monitoring lists now show the actual record name before the record type.
Monitoring pages now use start signal and workflow record wording consistently.
Builder and monitoring screens now make it clearer what starts a workflow and which record the workflow uses.
Monitoring sheets now include clearer descriptions for version history, runs, and event inspections.
New workflow setup now marks the recommended start method more clearly.
Notification severity choices now use plain labels with guidance for when to use each one.
Overdue-work checks now point to the same controls shown in the builder.
Overdue-work timers now explain what they watch, when counting starts, and when they run again.
Overdue-work triggers now show which statuses are watched by default before a custom status filter is chosen.
Overdue-work workflow messages now point to the exact setting to fix.
Permission messages now show plain access names instead of raw workflow permission keys.
Preview run and canvas cards now show workflow steps more clearly.
Preview run now separates blocked draft steps from steps that can run.
Workflow start setup now explains one starting change and its related record instead of technical event fields.
Preview run now shows the exact setup items that would block or warn before a workflow runs.
Publish checks now catch missing notification recipients, notification titles, and sign-off approvers before runs start.
Start setup and publish review now explain incoming changes, usable records, and the exact setup items to fix before publishing.
Publishing a workflow with warnings now clearly says it will publish with warnings instead of saying the draft is simply ready.
Publishing now catches unconnected steps before save and version history shows changed steps with friendly labels.
Publishing now requires at least one workflow action.
Rate limit destinations now use plain labels instead of integration keys.
Rate limit monitoring now describes scope and destinations in plain language.
Rate-limit monitoring now uses clearer wording for limits and currently running actions.
Rate limit rows now describe per-value counters in plain language.
Rate limit settings now explain protected channels and workspaces more clearly.
Run and incident failures now explain what happened in plain language instead of showing internal workflow details.
Run details now describe workflow results in clearer outcome language.
Run details now let users open tasks created by workflow actions.
Run details now show effects and readable step labels.
Run details now show recorded results in plain language instead of bare counts.
Run, event, and incident monitoring now shows readable target and step names instead of internal IDs.
Run failures now show readable labels instead of raw failure codes.
Run results now show useful task, notification, and sign-off details without raw output data.
Run details now keep terminal end markers out of the step timeline so operators see only meaningful workflow steps.
Workflow start setup now explains the starting change and derived workflow record without backend field names.
Preview run now leaves terminal end markers out of the step list so the preview only shows steps that actually run.
Workflow authoring now uses one starting-change setup model and labels derived records as records used by steps.
Sign-off setup now describes which business record will be signed without backend lookup wording.
Run timelines now show why a failed step stopped, and workflow history treats start changes as one business choice.
Runs now show clearer failure labels and created-work details.
Saved recipients and assignees now stay visible as saved users instead of showing raw user IDs.
Setup checks now catch conflicting saved start choices before publishing and explain the fix in plain language.
Sign-off actions now describe the related record in plain workflow language.
Sign-off actions now explain subject references without integration field names.
Sign-off setup now explains each subject-record source directly in the picker.
Sign-off steps now default to related sign-off subjects and warn when the workflow record cannot be signed directly.
Sign-off steps now use guided subject source choices instead of a raw data path field.
Sign-off workflow setup now explains approval choices more clearly while keeping the form compact.
Sign-off workflow setup now uses clearer approval wording.
The Signal log is clearer about whether a start signal launched a workflow and now uses plain labels like Processed and Skipped.
Smart title and description chips now offer readable production details instead of raw record IDs.
Start and sign-off setup now describe the record from the starting change instead of using vague related-record wording.
Start setup now makes clear that choosing an incoming change automatically decides the attached record used by later steps.
Start choices now keep the record available to steps aligned automatically, so setup behaves like one business trigger instead of two separate fields.
Start condition choices now show what each option means and which record later steps can use.
Start setup and incoming change details now explain workflow records and sources in plain language.
Start setup now explains which change starts a workflow and which record later steps use.
Start setup now explains one business change and the automatically attached record without exposing backend field names.
Start setup now uses clearer change-or-message wording instead of vague trigger language.
Start setup now explains that each business change carries one record into later workflow steps.
Starting a workflow from a known change now treats the selected change as the source of truth and hides old record-type metadata from the builder.
Starting workflow setup now makes clear that Bulk picks the record automatically from the chosen change.
Task and notification smart details now match the trigger record, so inbound workflows show document details instead of production asset fields.
Task and notification templates now support simple smart variables like `$asset_name`, `$record_id`, and `$signal_name`.
Task descriptions and notification bodies now show smart-text examples for start-event details.
The action picker now puts the actions that work today before roadmap actions.
The builder add palette now explains what each step type does before you add it.
The builder now explains that a start change decides which record workflow steps can use.
The publish button now changes to Review issues when setup errors block publishing.
The builder now labels path previews clearly instead of implying a live test run.
The builder now makes it clear when warnings do not block publishing.
The builder preview now describes a run preview instead of a technical path.
Workflow starts now explain record changes and incoming changes in plain language.
The publish review now clearly explains when setup issues block publishing.
The start-change picker now shows which business changes are ready today and blocks cataloged changes that are not emitted yet.
The start node now uses clearer wording in the builder canvas.
The workflow list now uses clearer plain-language summary wording.
The workflow start setup now explains incoming changes in plain language and waits link back to their paused run.
Trigger cards now describe how a workflow starts without exposing internal event or record-type wording.
Trigger setup now explains business events and related records in plain language.
Trigger setup now explains events and record types in plain language and fills the record type from known events.
Trigger setup now explains which record the workflow can use when it starts.
Trigger setup now explains the selected change and attached record without backend field names.
Trigger setup and dry-run previews now use clearer wording for what starts a workflow and which record it can use.
Version compare now explains saved-version differences without suggesting an unavailable restore action.
Version history, condition labels, and sign-off options now use start signal and workflow record wording consistently.
Version history now shows saved custom actions with readable names instead of technical action keys.
Version history now shows what changed inside a step, such as a task title change, without exposing raw setup data.
Wait steps now clearly show time waits, and saved message-wait steps explain why they must be replaced before publishing.
Wait steps now use a minutes, hours, or days control and show the chosen duration in plain language on the canvas.
Wait steps on the workflow canvas now show a plain label instead of an internal node name.
Wait types now show readable labels instead of internal values.
Waits now explain what each paused run is waiting for and whether it resumes or times out.
Webhook actions now describe workflow details instead of payloads.
Workflow authoring now requires view access too, so users do not enter a builder they cannot manage or monitor.
Workflow builder warnings now stay readable in the toolbar.
Workflow canvas action nodes now show plain action names instead of system keys.
Workflow editor breadcrumbs now show the workflow name instead of a loading placeholder.
Workflow lists and publish review now show trigger events as plain labels instead of system event keys.
Workflow screens now use trigger wording consistently, so operators do not see event or target-field concepts.
Workflow setup and incident cards now use clearer record wording.
Workflow setup and monitoring now use plain change and record wording instead of backend event terms.
Workflow setup checks now describe the starting record and sign-off record source more clearly.
Workflow setup checks now hide backend field names even when new validation errors appear.
Workflow setup messages now use trigger wording consistently.
Workflow setup now explains start messages in plain language and lets users insert message details into task and notification text.
Workflow setup now uses clearer business-change and starting-record wording.
Workflow setup now uses friendly pickers for people, projects, sign-off subjects, and common rule values.
Workflow setup now uses start signal and workflow record wording instead of technical trigger/event labels.
Workflow start setup now asks for one start condition and explains the linked record without internal field names.
Workflow start setup now explains incoming changes and overdue work without backend field names.
Workflow start setup now explains starting changes and related records in clearer language.
Workflow setup now explains start choices and version history in clearer operator language.
Workflow start setup now uses business-event and related-record wording instead of backend field names.
Workflow start setup is clearer about the start signal and the record the workflow will use.
Workflow starts now describe one business change instead of separate target and event details.
Workflow starts now explain incoming changes and carried records in plain language.
Workflow starts now explain that one starting change carries the record used by later steps.
Workflow starts now use clearer business wording for custom integration changes.
Workflow starts now use clearer incoming-change wording and explain which record steps can use.
Workflow trigger and condition setup now uses clearer business wording and guided field choices.
Workflow trigger setup now shows one trigger choice and the record passed to later steps, without backend field names.
Workflow trigger setup now uses clearer business language for moments, messages, and related records.
Workflow triggers now show one start signal, and coming-soon actions can no longer be selected by mistake.
Action steps now have an "On error" branch, so you can route a failed step to its own recovery path.
Adding or connecting a step now keeps End after the last step instead of creating a parallel shortcut to End.
Condition setup and event log details now use starting change wording consistently.
Monitoring pages now describe workflow starts as starting changes instead of trigger logs.
Notification, task, and sign-off steps now only let you pick people who actually have access to this site, so published workflows reliably reach their recipients instead of failing to deliver.
Preview and publish checks now explain planned triggers in plain language.
Production job created is now treated as a ready workflow starting change instead of being shown as planned.
Run details and trigger inspectors now call the workflow record the starting record instead of using backend-style step wording.
Run history and publish review now describe workflow starts as starting changes instead of triggers.
Saved workflows now repair old shortcut connections to End before they are stored or published.
The workflow builder now stays open and editable even if one of its dropdowns (such as asset types) can't load, instead of showing an error page.
Tidied the workflow builder's action menu so it lists only the actions you can use — removed a set of unfinished placeholder actions and the Request sign-off action from the picker.
Workflow rows are now clearer to open from the list and easier to use with keyboard navigation.
Workflow setup now consistently calls the first business event a starting change when guiding task details.
Workflow setup now explains starting changes and the records used by later steps without technical field names.
Workflow start setup now uses clearer business change wording instead of event or trigger wording.
Workflow steps can now add an internal comment to the task that started the workflow.
Workflow steps can now append a checklist item to the task that started the workflow.
Workflow steps can now approve an inbound document automatically.
Workflow steps can now assign a machine, station, or table to a routed job item.
Workflow steps can now call an external webhook with the workflow record details.
Workflow steps can now cancel the production job that started the workflow.
Workflow steps can now create a new production job from a chosen routing and details.
Workflow steps can now create a production job from an inbound item.
Workflow steps can now create a safety incident from workflow details.
Workflow steps can now create production jobs from an approved inbound document.
Workflow steps can now deliver to a configured webhook endpoint.
Workflow steps can now generate a PDF from a chosen report.
Workflow steps can now mark an inbound item ready for production.
Workflow steps can now move a quality issue to a new status (with an optional closure note).
Workflow steps can now queue an outbound D365 message for the production job or order that started the workflow.
Workflow steps can now reassign a quality issue to a chosen owner.
Workflow steps can now reassign an existing task to the right people automatically when the workflow runs.
Workflow steps can now schedule a review for a safety risk assessment.
Workflow steps can now send an inbound document into the production handoff flow.
Workflow steps can now set or clear a date on the production job that started the workflow.
Workflow steps can now submit an inbound document for approval.
Workflow steps can now update a production job's priority automatically when a workflow runs.
Workflow steps can now update fields (PO number, notes, quantity) on the production job that started the workflow.
Workflow steps now use only the values you configure; they no longer accidentally inherit details (like priority or customer) from the record that triggered the workflow.
Workflows can now start automatically when a quality issue is reported, a safety incident is logged, an audit is completed, or a production order, job, or routed job item changes status.
You can now retry a failed workflow run straight from the Incidents screen, so a one-off failure no longer needs a manual fix.
You can now set how a workflow step handles failures: retry it a few times with a delay, and/or keep the workflow running (instead of stopping) when a step fails.
You can now start a workflow on a schedule — every few minutes or hours, daily, or on chosen weekdays — without it being tied to any record.
A workflow step can now reuse details from an earlier step's result, like the new task or job it created, with one-click insert buttons in the builder.
A workflow step can now run another workflow (sub-workflows).
Added invoice approval triggers: workflows can now start when an invoice is approved, confirmed, or fully confirmed.
Preview run now actually runs the workflow against a sample record (no real changes made) and shows what each step would do.
Removed two triggers that could never fire (an invoice "paid" event and a job "created" event) from the workflow builder.
Scheduled workflows now run reliably for every team, including when many schedules are active or a schedule was set up on a workshop other than your main one.
Workflows can now start when an invoice is submitted, sent, paid, or voided.

Adding a job to an order now asks for confirmation first.
Duplicating a job now asks for confirmation first.
Right-click a job number to open its row menu.
Datasheets now live on their own tab on the order page, with a count of attached datasheets.

Jobs

Routing steps are easier to tell apart, with clearer spacing between each stage.
Routing steps now span the full detail view without card shadows or rounded borders.
The attachments section now shows a clear placeholder when there are no files and editing is locked.

Production backend deploys now handle older invoicing settings safely during rollout.
Production backend deploys now keep manual Activity Logs cleanup out of the normal release path.
Production backend deploys now skip retired migrations so releases complete more reliably.

Activity Logs

Activity log pages now load more reliably on large histories.
Activity logs now use audit event IDs end to end while legacy Convex log tables are phased out.

When you open a document, you can switch to the new V2 grid view for faster bulk editing. The classic view is going away on July 5, 2026.
The document grid now explains blocked processes clearly and lets you approve them from the process cell.

Admin

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

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

Downloads

Generated file download links now stay available for 30 days.

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

PDF templates

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

Production jobs

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

Approver pickers now list everyone assigned to the current entity.

Settings · Datasheets

The datasheet templates list now uses the same clean grid layout as the other master-data pages.

Sheets

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

3.11.22

27 Jun 2026 3 changes

Activity Logs

Activity log pages now load more reliably.

Planning

Historical duration estimates now refresh more reliably for large production histories.

Reports

PDF links from report emails now open visibly in the browser instead of leaving an empty tab.

3.11.21

26 Jun 2026 279 changes

Audit log delivery now has clearer worker endpoints for reliable external storage sync.
Historical audit log reads now have a protected ClickHouse query contract with deployment, tenant, and traceability filters.
Audit log migration now has a delivered-vs-ClickHouse parity check before read cutover.
The backend now has a guarded Convex adapter for reading historical audit logs from ClickHouse after backfill parity passes.
Activity-log export files now read history from the ClickHouse-backed store once store reads are enabled, while keeping the existing export columns.
Organization and entity activity history now use the action-backed store read path instead of reading Convex activity log history directly.
Added a disabled-by-default hot-window mirror mode so Convex can later keep only live-feed display fields while full audit details stay in the outbox and ClickHouse.
Old delivered audit logs can now be pruned from Convex after ClickHouse parity passes, keeping Convex as a smaller live activity window.
Important actions now keep clearer audit details so history is easier to understand later.
Inbound, import, D365, and file changes now keep clearer audit history with saved names and integration details.
Production job and order log tabs now use the ClickHouse-backed history path when store reads are enabled, with Convex fallback kept for rollback.
Delivered audit outbox rows can now be cleaned up after their ClickHouse copy and Convex hot-window prune are verified.
Platform, user, AI, notification, billing, currency, role, entity, search, webhook, and unit changes now declare audit coverage for future log checks.
Production and OEE events now keep clearer machine, downtime reason, operator, and material context.
Production, inventory, scheduling, invoices, and credit notes now keep clearer activity history with stable names and references.
Quality, safety, and audit changes now keep clearer history with saved item names and traceability details.
Reporting, analytics, export, file, routing, KPI, and PDF template changes now declare audit coverage for future log checks.
Activity-log search can now use Meilisearch for locating results while hydrating historical rows from ClickHouse.
Activity-log search indexing now prefers canonical audit event IDs, so search hydration no longer depends on retained Convex activity-log IDs after the store cutover.
Search reconciliation now understands audit event ID documents, preventing valid ClickHouse-backed log search entries from being pruned as stale.
Task, people, board, whiteboard, project, and signoff changes now have clearer audit coverage with saved whiteboard names.
The external audit log worker now stores deployment and traceability fields for safer ClickHouse history searches.
The remaining dashboard, digital twin, form, problem-solving, production helper, hub, auth, numbering, webhook, org structure, and working-hours writes now declare audit coverage.
Admin impersonation and client API key use now keep clearer audit history without storing secret tokens.
User and role permission audit events now snapshot affected-user, role, and permission targets for stronger access-control traceability.
Access and security events now use canonical audit payloads for user role assignment/sync, role create/update/delete, logout cleanup, and failed login attempts, preserving stable names/references while keeping failed-login emails hashed.
deploy checks now block direct Convex `activity_logs` inserts outside the canonical writer, keeping new audit events on the outbox and ClickHouse ingest path.
Added a strict leased-agent E2E gate so degraded log-ingest smoke checks cannot be mistaken for full migration coverage.
Batch and task activity audit entries now use the canonical outbox path so they can sync to the external audit store.
Central admin activity widgets now use bounded indexed hot-window reads instead of unbounded Convex activity-log scans.
Added a dry-run-first cleanup command for pruning old Convex activity-log mirror rows and delivered outbox rows after ClickHouse parity passes.
Deploy checks now include an activity-log pipeline smoke report for outbox, log-ingest, search, and ClickHouse parity readiness.
Deploy smoke checks can now run a real E2E canary that writes an audit event, drains log ingest, and verifies the event in ClickHouse.
Generated download events now keep stable file, recipient, source, and cleanup details in the audit trail.
Hub dashboard layout and template changes now keep stable site, user, page, and template details in the audit trail.
Import definition enable and disable changes now keep stable tenant, operator, and definition details in the audit trail.
Import job lifecycle changes now keep stable file, site, operator, mapping, and status details in the audit trail.
Import job storage activity now keeps stable file, site, operator, progress, row, error, and cleanup details in the audit trail.
Inbound document item history now keeps stable item, document, site, customer, and operator details in the audit trail.
Log-ingest deploy checks can now report worker daemon readiness and optionally drain one audit outbox batch for E2E verification.
Deployment env seeding and compose now wire log-ingest URL and deployment id settings needed for strict ClickHouse canary checks.
Service checks now include the log-ingest pipeline, with required and tenant-parity modes for ClickHouse cutover readiness.
the leased-agent E2E gate now auto-selects a seeded active tenant when no tenant id is supplied, so full ClickHouse canary validation is repeatable without manual lookup.
leased agent environments now have a repeatable command to prepare their ClickHouse and log-ingest runtime stack before full E2E validation.
added AI audit behavior coverage for chat components, conversations, metrics, KPI assistant writes, and teamboard assistant writes with logged name snapshots.
added analytics audit behavior coverage for asset boards and snapshot runs with durable name snapshots and reduced heartbeat log noise.
improved audit configuration logs for areas, assignments, schedules, and overrides so they store durable template, area, asset-type, and machine names instead of relying on mutable ids.
backend deploy checks now fail when production Convex write functions lack an explicit audit coverage declaration.
Audit execution history now keeps clearer records for starts, responses, submissions, cancellations, and evidence files.
deploy checks now block new direct `audit_outbox` inserts outside approved canonical writers and backfill migrations.
added audit template logging for draft section, item, and behavior-policy edits, with durable template, section, and item name snapshots.
shared audited mutation logging now writes canonical audit payloads directly, preserving existing subject snapshots, targets, context, old/new values, and idempotency keys for production, routing, audits, inbound, settings, and OEE mutation flows.
Billing and subscription changes now keep clearer history with the original tenant, plan, and Stripe references.
added board, board widget, and board viewer audit logging with durable board, widget, and viewer name snapshots.
platform-admin data cleanup logs now use direct canonical audit payloads with admin, tenant, entity, cleanup-run, source, severity, and compliance snapshots, and production code is guarded against reintroducing `logCentralActivity`.
added central invoice audit coverage for lifecycle, item, payment, status, and PDF events with durable invoice, tenant, and line item snapshots.
backend deployments now include a password-protected ClickHouse service for log-ingest, and generated production env files create a unique ClickHouse password by default.
Whiteboard and teamboard collaboration logs now use canonical audit payloads with stable board names, site/operator targets, linked-record targets, share-target snapshots, and old/new change fields.
Company news edits, publishing, reads, and attachments now keep clearer history with the original post, site, user, and file names.
Currency setting and exchange-rate changes now keep clearer history with the original currency names and symbols.
D365 connector changes and inbound message handling now keep clearer history with the original connection, channel, site, and message names.
D365 connector connection, channel, payload, and probe logs now write canonical audit payloads with stable connector names, integration targets, site context, and searchable D365 metadata without storing secrets.
D365 Service Bus probe activity now writes canonical audit/outbox rows, closing a live Convex-only logging path.
Dashboard display update, revoke, and delete logs now use canonical audit payloads with stable display names, site/route/role targets, route display text, and old/new change fields.
Form-instance file logs and inbound document history logs now write canonical audit payloads with stable file, form, field, document, item, customer, site, and operator targets.
Entity activity history now snapshots site, operator, and affected-user context for clearer future audit search.
tightened export audit coverage with exact required events, scheduled export start snapshots, export cancellation logging, and wizard template save audit payloads.
Export jobs and export templates now use canonical audit payloads with stable job/template names, site/operator/source table/file targets, compliance retention, and old/new change fields.
added export schedule audit coverage for schedule changes and scheduled-run lifecycle events with durable template, site, run, delivery, and export job snapshots.
File and folder changes now keep clearer audit history, including original file, folder, and site names.
entity, tenant configuration, and import/inbound helper logs now write canonical audit payloads directly while preserving stable subject, actor, target, context, and old/new value snapshots.
Import jobs, import-definition settings, uploaded files, custom-field attachments, and inbound processing events now snapshot stable names, references, file numbers, config names, upload batch counts, and item targets so audit history remains readable after records change.
Consumable settings and stock-alert events now use canonical audit payloads with stable material names, site/operator/source item targets, alert event targets, compliance retention, and old/new change fields.
Inventory stock-alert config, alert, and recovery events now include traceability targets for the site, consumable, variant, alert event, recipients, stock level, movement, and linked production context.
added behavior coverage for inventory stock audit events, including initial stock, tracking toggles, production usage, reversals, and reconciliation payloads.
Inventory stock events now include traceability targets for stock variants, materials, locations, operators, movements, balances, and linked production context.
KPI target, actual, annotation, and report audit rows now emit canonical audit/outbox events for ClickHouse delivery.
KPI definition, target, actual, annotation, report, and copy-target audit events now use direct canonical payloads with stable KPI, category, unit, site, and operator targets.
added canonical KPI category audit logging and behavior coverage for category create, update, delete, and reorder changes.
finished KPI required-event coverage for definitions, records, targets, annotations, reports, and KPI migrations.
the old activity logging compatibility bridge is no longer exported from the main audit helper barrel; compatibility tests import it directly, and deploy checks prevent re-exporting it.
the log-ingest service now initializes its ClickHouse audit database and table before reporting ready or writing batches, so outbox drains do not fail on missing schema.
Machine status and production asset load/unload logs now snapshot stable machine names/codes, asset types, resource/work-center names, production jobs, operations, load batches, loading records, timer runs, site, tenant, and operator targets so future MES/OEE history stays readable after records change.
Production job-item events now include MES traceability targets such as operation, work center, machine, operator, job, and routing version.
OEE downtime reason create, update, delete, reorder, and preset-seed logs now snapshot stable reason codes/names, OEE category, loss type, preset industry, site, tenant, and operator targets so future downtime and sensor history remains readable after configuration changes.
OEE lifecycle closures and production routing-loop supervisor resolutions now use direct canonical audit payloads with stable machine, downtime reason, job, operation, routing-loop, decision, work-center, and supervisor targets.
OEE downtime events now include traceability targets for machines, reasons, operators, linked operations, jobs, work centers, and downtime intervals.
Production order services, invoices, credit notes, job files, and order documents now snapshot stable order numbers, invoice/credit-note numbers, service names, customer/site/operator targets, file names, payment state, and canonical subject references so future audit history remains readable after records change.
system-stopped production timers now write machine/MES canonical audit payloads directly, and deploy checks now block both legacy activity helper names outside the compatibility bridge.
Project activity history now snapshots project, site, owner/member, and import-source context for clearer future audit search.
Project lifecycle and scheduling planning actions now use canonical audit payloads with stable project, job, operation, machine, work-center, site, and operator targets.
8D report events now include traceability targets for source issues/NCRs, linked CAPA/hold/issue/NCR records, 8D team roles, discipline actors, effectiveness checks, cost currency, and root causes.
Shared quality activity logging now writes through the canonical audit writer, snapshots stable quality record names/references, and marks MCP quality issue changes as API-origin while preserving MES/quality traceability targets.
Quality CAPA events now include traceability targets for CAPA owners, reviewers, linked issues, NCRs, holds, related CAPAs, and link/unlink activity.
Quality hold events now include traceability targets for held products, quantities, batches, lots, serials, linked issues/NCRs, release actors, hold tags, and locations.
Quality issue events now include traceability targets for affected products, production jobs, machines, categories, root causes, linked NCR/CAPA/8D/hold records, batches, lots, serials, and responsible people.
Quality NCR events now include traceability targets for affected products, production jobs, quality issues, batches, lots, serials, and MRB participants.
Shared quality comments now carry full traceability context for issues, NCRs, CAPAs, holds, and 8D reports, including canonical ClickHouse-ready targets.
Root cause analysis changes now keep clearer audit history, including the original parent record and analysis names.
added an operator report that finds required audit events without obvious behavior-test evidence and kept legacy production-tablet rows deployable during validation.
the retired central activity compatibility helper has been removed, bridge-only internals are no longer exported, and the deployment guard now blocks reintroducing `logCentralActivity`.
safety activity, quality-linked task status, and typed audit helper logs now write canonical audit payloads directly with stable subject, actor, target, context, and old/new value snapshots.
added behavior coverage for scheduling run audit events, including placement, movement, machine changes, unplanning, and duration changes.
Task activity history now snapshots task, project, site, assignee/follower, and linked production/quality record targets for stronger future audit search.
Task create, assign, delete, follower, bulk, and attachment file logs now use task-specific canonical audit payloads with stable task, project, site, operator, follower, and file names while avoiding duplicate create/assign audit rows.
Tenant settings, working-hours, webhook, and API access events now snapshot tenant, site, operator, endpoint, and access-key context so configuration audit history stays readable after names or URLs change.
User/admin lifecycle events now snapshot target users, operators, assigned roles, assigned sites, settings/theme context, and bulk assignment affected users for clearer future audit history.
whiteboard activity now uses a clearer canonical recording helper, and deploy checks now block new production Convex `logActivity` call sites outside the compatibility bridge.
Audit log migration readiness checks can now verify existing history before rollout.
Exports keep the original activity log ID and include the audit event ID separately.
Production job, order, and completion history now records clearer lifecycle snapshots with stable job, order, machine, and operator details.
Production routing and timer audit history now records clearer routing actions while avoiding duplicate low-level timer/OEE helper entries.
Quality changes now record clearer audit history for quality records and linked tasks.
Report and report builder changes now include clearer audit history with report names and layout details.
Routing changes now show clearer names and background email/PDF status history.
Sign-off requests and decisions now show clearer audit history with the signed item and actor.
System cleanup and tenant lifecycle events now keep clearer audit snapshots with stable tenant, invoice, invitation, session, and operator details.
User account and tenant membership changes now keep clearer audit details.
Whiteboard edits, access changes, and lifecycle actions now keep clearer audit records without logging noisy background work.
Activity log browsing now uses the faster audit history path when no search text is entered.
Activity log deep links now use the correct total and last page after old log cleanup.
Activity log history pages now load more reliably when opened directly, and audit archive manifests can be built from the managed tooling.
Activity log pages load more reliably and show the total matching records and pages.
Activity log pages now always read from the store-backed history path after migration validation.
Activity log pages now keep pagination reachable while browsing long result lists.
Activity log pages stay visible while new results load.
Activity log reads now detect stored payload integrity mismatches.
Activity log storage now keeps retention and privacy evidence ready for audit reviews.
Activity log storage now records integrity hashes for audit evidence.
Activity Logs now open the last available page when an old link points past the current total.
Stored archive evidence can now be listed and verified later for audit review.
Archive manifest evidence is now verified against its stored file before the run completes.
Archive manifest runs can now save a downloadable evidence artifact for audit review.
Audit history now includes tamper-evident archive manifests for compliance checks.
Log pages now show a loading state instead of stale or empty rows while switching pages.
Organization activity logs now load correctly when reading from the logging store.
Searching activity logs now avoids duplicate rows and keeps results stable.

New invoices now show a searchable order table and include the services assigned to each production job.
The new-invoice order picker now loads reliably, even for businesses with thousands of orders.
Adding catalogue or template pricing in a different currency now converts to the invoice currency using your organisation's exchange rates.
Approving an invoice with Immediate confirmation now issues it automatically; approved invoices also show a clear Issue button when a manual step is still needed.
Company invoicing settings no longer ask for payment terms, bank details, or footer notes.
Company invoicing settings no longer ask for VAT or company registration numbers.
Company invoicing settings now show approver options when approval is required.
Creating an invoice now starts with a clear choice between a standard order invoice and a misc invoice, and invoices needing sign-off get a dedicated approval screen with approve, request changes, and reject.
Customer-only misc invoices can have line items added and edited directly again.
Invoice and credit note line tables no longer show a discount column.
Invoice detail now includes Output, Timers, and Quality tabs for jobs on the invoice.
Invoice detail now shows the linked source order in the sidebar.
Invoices and credit notes no longer include a tax line; the total is simply the sum of line amounts after discounts.
Misc invoices must be linked to an order or a customer; the standalone option has been removed.
Named invoice approvers can now approve submitted invoices without needing a separate role permission.
Rebuilt invoicing with a single clear status flow, an approval step before an invoice is issued, and a new way to raise one-off (misc) invoices alongside the standard order-based flow.
Service line grids no longer show a separate invoice description column; use the line item name instead.
Service line items now default to the unit "ea" when none is specified.
Services in the list and jobs grid now use distinct color markers so you can match them at a glance.
Simplified invoices to focus on issuing and confirming the document; payment tracking and accounts-receivable reporting have been removed.
The invoices list now supports search, filters, and page-by-page navigation like production jobs and orders.
When creating a misc invoice, you can now attach it to any active order, not only orders ready for standard invoicing.
You can now edit a draft invoice's line description, quantity, and unit price directly in the grid, and a draft always shows its Issue (or Submit for approval) button plus a Discard option.

Fulfillment workstations now keep order queues available when search indexing is delayed.
The asset picker toolbar is cleaner, with simplified filters and clearer page labels.
Jobs and orders are now cancelled instead of deleted. A cancelled job or order stays visible in your lists but is removed from production queues and reporting, just like a removed one used to be.
You can now cancel several jobs at once from an order, cancel draft jobs, and see the cancellation reason on a job or order's status timeline. Deleting an inbound document now cancels its reserved order instead of removing it.
Completing steps now handles small device clock differences more reliably.
Job and order files are now a simple attachments list on the General tab.
Job Output, Timers, and Quality tabs now use the same layout as order detail pages.
New Peaking Station workstation type: scan an order, book the right jobs in or out, log time, print documents, and complete with optional scan-to-confirm.
Peaking Station tiles on Select Asset no longer show an operator row.
Peaking Station tiles on Select Asset now show more loaded jobs at a glance.
Peaking Station tiles on Select Asset show loaded jobs in a compact grid without timer labels.
Peaking Station tiles on Select Asset now show loaded, job, and overdue counts above the jobs grid.
Peaking Station tiles on Select Asset now show an in-time vs overdue bar above the job counts.
Tablet production pages now use the same focused header as peaking station.
The Peaking Station can now scan a production order with the device camera, not just a handheld scanner.
The Peaking Station now finds orders by customer name too, with smarter, typo-tolerant search.
The Record Station workstation type is now called Peaking Station throughout the app.
When recording jobs at a station, you can now only load jobs that are at the same step, and only once their previous step is finished — so jobs can't be loaded out of order or mixed across steps by mistake. The station also shows which resources it can load.
A job that needs approval no longer sets up any production steps until it's actually approved; if an approver requests changes, the job returns to an editable draft you can fix and resubmit.
Jobs whose routing needs approval are now created with an "Awaiting approval" status and are fully locked (no edits from any screen) until they're approved — then they move to Open. If changes are requested, the job returns to Draft so it can be fixed and re-created.
Routing now shows both its code and name (e.g. "NDT-DPC · NDT Doncasters") consistently across the inbound documents and order Jobs sheets, and parts no longer repeat an identical code twice.
Add a job to an order, fill in its details, then create it straight from the Jobs tab.
Routing approval settings now save together with the routing in a single step, so a routing can never be left half-saved if something goes wrong. Reopening an approval now re-locks the related document so it can't move forward until it's approved again.

Activity history

Inbound configuration changes now keep clearer audit details.
Inbound document logs now keep the original document, customer, site, and operator names even if they are renamed later.
Inbound document templates, item templates, services, approvals, and job creation now keep clearer audit details.
Inbound file processing changes now keep clearer audit details.
MCP, notification, onboarding, numbering, and org structure changes now keep clearer audit details.
Order service, order deletion, and OEE event logs now keep clearer service, job, machine, and downtime context.
Production invoice and credit-note logs now keep clearer document, customer, order, job, PDF, allocation, and void context.
Production job lifecycle and pricing logs now keep clearer job, status, pricing, and bulk edit context.
Production operation logs now keep clearer batch, job step, time entry, stage completion, and idle downtime context.
Production recording logs now keep clearer MES context for output, quality, and consumable changes.
Project and module-created project history now uses clearer event names and stable project/site context.
Quality training changes now keep clearer names and traceability for programs, categories, providers, assignments, events, and certificates.
Safety incident and risk assessment logs now keep clearer names, references, and review context.
System canary, deployment, and dashboard view logs now keep clearer audit details.
Task logs now keep clearer task, attachment, checklist, comment, follower, and linked-record context.
Teamboard category, widget, assignment, data, and saved-state changes now keep clearer names and references in history.
Unit and working-hours changes now keep clearer names and details in the audit trail.
Webhook changes and delivery retries now keep clearer endpoint and delivery details in the audit trail.
Workforce and PDF template changes now keep clearer names and references in the audit trail.

Digital twin

Machines and layout items can now be rotated while arranging the factory floor.
Moving around the floor with left-drag, WASD, and arrow keys now feels smoother and follows the current view direction.
Selecting small layout items next to other equipment is more reliable.
Work center details now focus progress on OEE instead of job output counts.
Work center details now show the latest timer and OEE activity.
Zone names now keep spaces while you edit them.
Factory layout edits now keep clearer audit history for layouts, assets, zones, and walls.

The order page has a refreshed look with inline-editable details and a cleaner tabbed layout, consistent with other updated pages.
The Jobs tab now shows every job column — PO number, customer, quantity, value, the key dates, and your custom fields/dates — each sortable, reorderable and hideable.
The Jobs tab on a production order is now a full spreadsheet-style sheet — sortable, reorderable and resizable columns with show/hide and row selection — matching the inbound documents view.
The Jobs tab on a production order now uses the same clean sheet styling as the rest of the page.
Creating a job now enforces the same required fields as adding a document item: you must set a Part and fill every required custom field and date before the job can be created (missing ones are highlighted).
In the Jobs sheet, completed and cancelled jobs are now fully read-only, dates read consistently (e.g. 19 Jun 2026), and part names are no longer shown twice.
When adding a job to an order, you can now pick its Part inline (and fill custom fields) right in the Jobs sheet — the same way you build up items on an inbound document.

Form setup now uses two clear flows, and filled forms are started manually and shared through production.
Forms now appear as one consistent, compact section across inbound documents, orders, and jobs; open a form to view or fill it in.
Form activity history now records form names, linked records, field names, and status changes with stable audit snapshots.
Filling out a form on an order, job, or document now opens right inside the page below the form tabs, instead of in a pop-up window.
Text fields, dropdowns, and date pickers now share the same consistent appearance across the app.
Attached forms on orders and jobs now use tabs instead of chips, with a simpler editor layout.

You can now add and edit custom dates on orders, the same way as on inbound documents.
The Output, Timers, and Quality tabs now share the refreshed order-page look, with clearer summary figures and tidier loading placeholders.
The Timers tab now shows the full recorded time for sessions shared across jobs, instead of undercounting them.
Total Value on the orders list now reflects full job pricing, including services and charges.
Edit and delete actions on an order are now grouped under a menu, leaving more room for primary actions.
Opening an order from elsewhere in the app now uses the same updated layout as the full order page.

Grid edits no longer roll back while related totals are still saving.
Item cells now update immediately and show when they are syncing.
Removed extra empty space below the document items grid.
Selected cells now stay visually behind frozen item columns while scrolling the document items grid.
The document items grid now searches, filters, and sorts faster while editing.

PDF templates

Previewed PDFs now match the editor canvas more closely for text placement and widget sizing.
Restricted templates now show a clear no-access page instead of a server error.
Widgets can now be copied and pasted in the template editor.
Widgets now stop at sensible minimum sizes while resizing instead of asking after they become too small.
Table fields can now use order, job, customer, and routing details when printing.

Percentage-based charges are now calculated consistently across services, templates, and orders.
Imported price agreements now recognise set-up-plus-hours services and group them with their extra-hours rate.
Per attached item/job services now use the number of assigned inbound items or production jobs for their quantity.
Catalogue services default to non-taxable, require a description, and template services and charges can be reordered by drag and drop. The rate matrix and contract views use lighter hairline borders.

Production jobs

The job detail page now uses the same updated layout as production orders, with forms and files on the General tab.
Jobs linked to an invoice awaiting approval can no longer be edited when invoicing is the final routing step.
The Invoicing routing step now directs you to Finance to issue an invoice; it can no longer be completed from the job routing tab.

The Operating rules and Customer statuses screens have a refreshed layout, and these settings now lock once a site has inbound jobs.
Reordering site settings now records the actual setting names, codes, and old/new order in audit history.
Routing settings now use a wider dialog with separate General and Approval tabs.

Customer operational statuses can now warn or block document processing, job creation, and invoicing.
Approval requirements now follow the routing, not a per-customer setting.

Widgets now have a cleaner, flat background.
Display pairing, claim, and cleanup history now keeps clearer device names and safer audit details.

Finance

Entity settings now control whether production jobs can be invoiced only at the Invoicing routing step or at any time.
Orders now appear for invoicing as soon as their jobs reach the invoicing step, even before services are set. You can add services and bill them while drafting the invoice.

Routing

Removed the Integration step (Send Email, Generate PDF, Create Audit, API Trigger) from routings. This automation now lives in the Workflows system.
Clearer routing list icons, the step "Documents" tab is now "Forms", and the Invoicing step shows only the settings that apply to it.

Dashboard cards and summary panels use lighter borders that match the rest of the app.
Reviewer pickers now list everyone assigned to your current site and search by name works reliably.

Sites

Site changes now keep clearer audit history for creation, updates, activation, deactivation, deletion, and user access changes.
Audit history now records when a user's selected site is automatically cleared after site or access changes.

Workstations

Peaking stations now have a dedicated recording-board layout editor with a live preview: configure each widget's print templates, time recording, and barcode confirmation, and rename widgets.
At a recording station you can now tap the time display to type a custom amount on an on-screen keypad, alongside the +15m/+30m/+1h buttons.

Account

Account and settings open in a focused workstation view, so operators can manage their profile without the main app sidebar.

Standalone dashboard pages now use the same top header as teamboards and asset boards.

Approvals

You can now approve, request changes, or reopen documents and jobs directly from an approval panel.

Pre-use check templates that are not assigned to an asset type now appear when creating audit schedules.

Board views now use the same top header as other standalone dashboards.

Developer tooling

Agent worktrees now auto-push to their git branch and keep changes synced while you work.

Empty states

Cleaner empty screens with a subtle dot backdrop instead of a boxed card.

People and audit tiles show clearer summaries and list up to four items before the rest collapse.

Order jobs

The jobs grid now supports range selection, copy/paste, fill-down, and inline editing of custom fields, matching the inbound documents sheet. Open a job's details from its right-click row menu.

Production · Orders

Completed and cancelled orders no longer let you edit custom fields or attached forms on the overview.

Routings that require an Invoicing step now show a clear error before saving or compiling.

Job planning timeline blocks show job numbers in the title row.

List pages now show a clearer message when search is temporarily unavailable, with a try-again option.

Search and filters stay visible when no tasks match your search.

Dashboard widgets use lighter borders on the Riso theme.

Save custom versatility-matrix layouts that show just the trainings and people you care about, then pick one from the new matrix overview.

User access

Site access requests now keep clearer audit history for requests, approvals, and denials.

3.11.20

19 Jun 2026 19 changes

Custom field labels in the document grid now match the same compact style as other document fields.
Document grid action buttons now match the rest of the app.
Document item column headers and filters now stay visible while you scroll through long item lists.
Fill custom fields straight in the grid — Yes/No, dates, dropdowns, lists and more edit right in the cell, with no extra pop-ups, so a row fills as fast as a spreadsheet.
Fill down now marks the source row with a crown, shows a preview of each value, and can copy individual custom fields or the entire row (including services) to the other selected rows.
Grid dropdowns now flip upward and resize to fit the screen when there isn't enough room below.
Hovering a ready item in the document grid shows "Undo" in an orange highlight.
Hovering over a sync error now shows a clear tooltip with the failure details.
Move around the line-items grid with the keyboard like a spreadsheet: arrow keys (and Tab/Enter) jump between every cell, the active cell is highlighted as you land on it, and Enter or just typing starts editing — Esc steps back out.
Rearrange the processing grid columns by dragging a header, or right-click a column for Move left / Move right. Your column layout is saved to your account.
Removing an attachment from the document grid now asks you to confirm first.
The document grid now has extra scroll room at the bottom so dropdowns on the last row are no longer cut off.
The spreadsheet grid view no longer shows a Classic view switch button.
The totals bar at the bottom of the document grid has been removed for a cleaner spreadsheet view.
File custom fields are now editable directly in the processing grid: attach, download, and remove files on a line item without opening it.
In the items grid, an open dropdown now closes as soon as you start a drag-to-fill, and Quantity appears read-only with a hint on sites where it's set automatically (instead of silently snapping back).
The items grid now works like a spreadsheet: select a range of cells, copy and paste (including to and from Excel), and drag a cell's corner handle to fill its value down a column.
You can now resize grid columns by dragging a column's edge; the widths are saved and shared across your inbound documents, just like column order.

Connectivity

Agent worktrees now connect to leased backends reliably instead of routing through the local polling proxy.

3.11.19

18 Jun 2026 9 changes

In the document grid, removing a service's last line now removes the whole service, and percentage charges from pricing templates add the correct amount.
In the document grid you can now edit a document's details — customer, PO, references, dates, priority and custom fields — directly inline, no dialog. Forms now have their own panel, and edits save instantly even when several people work on the same document at once.
New spreadsheet-style grid view for processing a document's line items in bulk: edit every item inline, sort, filter, multi-select and apply services, all on one screen.
Services on a submitted or locked document are now shown read-only, so edits no longer appear editable but fail.
The line-items sheet now shows each item's custom fields as columns you can edit right in the grid.
You can now seed a document's services from a pricing template or your service catalogue, then edit everything freely.
The document grid now handles services, activity, and bulk item actions more reliably.

Custom fields & dates

Custom fields and custom dates now stay fixed to how they were when a document, order, or job was created. Adding a new field no longer makes it appear on older records, and deleting a field no longer removes it from records that already used it.

Orders now have a Services tab: the services you set up on an inbound document carry over to the production order when it's submitted, and you can edit them there. Job and order pricing now focuses on unit, quantity and total.

3.11.18

17 Jun 2026 17 changes

New Checklist widget: add items and tick them off right on the board or teamboard.
Widget error states show a clearer message, with copyable error details in development.
Widget tiles now use the same slimmer frame and empty states as teamboards.

Dashboard

The world clock now shows London time correctly during British Summer Time.
Widget header icons now use the same accent stamp shell as project and module tiles.
Widget headers in the Riso theme now match the print-style borders and icons used elsewhere in the app.

Table and chart widgets now share the same card frame and header style as other teamboard widgets.
The status calendar widget has a cleaner look: marked days show a colour dot, the legend now tallies each status for the month, and the calendar follows the board's selected month.

Riso theme borders are now thinner and render consistently on both standard and high-resolution (Retina) displays.

Empty job and order file explorers now use the same compact empty state as the rest of the app.

Adding a priced service now shows Setup + Hours as two lines (like the invoice preview) and gives every service a quantity, so the total payable adds up the way you expect.

The empty invoices card on job and order pages is now more compact.

Jobs & Orders

A job's pricing — base price plus the services and charges carried from the inbound document — is now edited in the Edit Job dialog and stays editable until the job is closed; orders show the whole pricing rolled up from their jobs plus any order-level charges.

KPI

Buffer KPIs now explain that they show daily values over time, so they are easier to compare with dashboard totals.

The Risk Assessment Reviews board widget now shows approved, pending, and scheduled review counts with a live waiting-for-approval list.

Task board widgets now load filtered task lists reliably.

Risk assessment reviews show a clearer message when nothing is waiting for approval.

3.11.17

16 Jun 2026 232 changes

Job progress in tables now shows as a progress bar with a percentage.
Job table controls collapse into a menu on smaller screens.
Order and job lists now let users add more fields, including custom fields, from the Columns menu.
Routing steps get a clearer card layout: status on the step number, glanceable totals in the header, drill-down activity timelines per operator, and improved Complete Step and Adjust Values dialogs.
Routing step empty states are more compact and consistent with job detail tabs.
Asset picker tiles now share the same sheet card layout as other grids.
Asset status changes now use your signed-in account for access.
Batch and asset status tools now use your signed-in account for access.
Job activity timelines now use your signed-in account for access.
Job file lists now require your signed-in session.
Job file uploads and folders now use your signed-in account for access.
Job repeat-group reviews now use your signed-in account for access.
Loaded jobs on asset tiles now appear in one compact list instead of separate boxes.
Order document folders and attachments now use your signed-in account for access.
Order output, quality, and time panels now use your signed-in account for access.
Overdue jobs on asset tiles now show a simple Overdue label instead of a long time breakdown.
Overdue jobs on asset tiles now show a clear "overdue" label instead of repeating the time.
Queue generation now uses your signed-in account for access.
Recording batch details now use your signed-in account for access.
Stage completion previews now use your signed-in account for access.
Tablet statistics now use your signed-in account for access.
Timer, time entry, and transaction tools now follow the active account permissions.
Workstation widget layouts now require your signed-in session.

Appearance · Riso (Beta)

The Riso theme now applies its full risograph color palette across status badges, modules and charts, recolors the whole scheme with each accent, and gives buttons, cards, inputs and dialogs the signature inked-print look.
In the Riso theme, Master Data and Audit settings (pricing, catalogue, assets, routings, forms, resources, audit templates and the audit areas map) now carry the full inked, hand-printed look.
In the Riso theme, small avatars use a lighter border so initials stay easy to read.
In the Riso theme, the Integrations consoles (Dynamics 365, MCP), Currencies, API keys, Roles, Export templates and inbound automation settings now carry the full inked, hand-printed look.
Invoicing and stock panels now share the standard card styling, so they look consistent and pick up the Riso theme like the rest of the app.
More components (alerts, tables, menus, badges and more) now follow the Riso theme's print styling.
Quality, Safety and Audit cards now match the app's Riso print styling, with the production-blocking and asset-readiness panels picking up consistent inked frames and corner radius.
Summary panels on module home pages now use the Riso ink border and gauge styling.
The boards picker and chart tooltips now match the Riso theme, with inked card frames and cleaner tooltip styling.
The header menus and search now follow the Riso theme like the rest of the app.
The Riso theme now carries its inked-print look through the routing canvas and the scheduling planning board, and the production timer, job picker, and quality-issue panels share the standard card styling.
The Riso theme now extends to the scan-and-process kiosk and the file row actions, with ink-line frames and crisp offset shadows for a consistent printed look.
The Riso theme now extends to toasts and the full-screen error pages, so they match the rest of the app's print styling.
Card grids in the Riso theme now use clearer ink-style borders and shadows.
Configure menus in card grids use lighter borders in the Riso theme.
Status badges use lighter borders in the Riso theme.
Dark Riso mode now uses softer borders on filters, search fields, and table cards.

Invoicing settings now stay limited to the selected site for managers and entity admins.
You can now sort by column and choose which columns to show on the customer, KPI, training, absence-type and access-request lists.
Reordering production items and modes is smoother, and the lists now look consistent with the rest of the app.
You can now reorder root causes, quality & training categories, job titles, downtime reasons, OEE dashboards and asset boards by dragging rows into place.
Asset layout settings now require your signed-in session.
Asset settings now follow the active account permissions.
Consumable settings now follow the active account permissions.
Custom field settings now use your signed-in account for access.
Customer, order folder, and job date settings now follow the active account permissions.
Entity operating rules now require your signed-in session.
Form builder settings now use your signed-in account for access.
Job title, quality category, and numbering settings now follow the active account permissions.
Part settings now follow the active account permissions.
Process and routing settings now follow the active account permissions.
Production item settings now require your signed-in session.
Production modes and resources now follow the active account permissions.
Root-cause, fishbone, and invoicing profile settings now use your signed-in account for access.

Per-line custom currency can be turned on or off and your choice is saved when you leave the page.
The Add services picker empty state is clearer and sized to fit the dialog.
The Apply pricing template picker now shows a clearer empty state when no templates match.
Copy an item or job number from the document editor header.
Open the linked production order directly from a document header.
Document fields extracted with advanced JSON queries now capture the real value instead of coming back empty.
Inbound configuration now uses your signed-in account permissions.
Inbound document screens now use your signed-in account for access.
Inbound processing tools now use your signed-in account permissions.
Long service names on document pricing lines now truncate cleanly, show the full name on hover, and amount fields size to fit the value.

Quality date filters now include Yesterday consistently.
Hold detail pages now show the full containment plan, disposition, and immediate actions captured when the hold was created, and review-board sign-offs now display each signer's role.
8D reports now require your signed-in session.
CAPA records now require your signed-in session.
NCR records now require your signed-in session.
Quality dashboards, comments, and linked tasks now require your signed-in session.
Quality holds now require your signed-in session.
Quality issue records now require your signed-in session.

Digital Twin

New 3D factory floor: lay out your machines, link them to your real assets, and watch live status, OEE and job progress on an interactive map.
Factory floor layouts now support larger spaces for bigger sites.
Floor navigation now feels smoother with map-style mouse and keyboard controls.
New floor items: machine fencing with gates, whiteboard, touchscreen TV, first aid station, fire extinguisher point, floor scale, tablet stand, waste bin, label station, charging station, steel drum and tool board, plus seven new machines that can link to assets — testing machine, environmental chamber, lab oven, impact tester, hydraulic press, penetrant bench and ultrasonic station.
New injection-moulding equipment: injection moulder, part-removal robot, material dryer, process chiller, granulator and a resizable incline conveyor (all linkable to assets), plus a mould rack and bulk pellet hopper for layout.
New 3D-printing area: FDM, resin and SLS printers, a wash & cure station and a printer farm rack (all linkable to assets), plus a filament cabinet, finishing bench and parts tray rack.
Digital twin layouts now require your signed-in session.

Exports

Document-scoped export variants now keep saved OR filters and preview large documents more efficiently.
Linked fields in export variants can now include multiple parent fields and custom fields.
KPI actual exports now complete reliably for large production orders and require choosing one KPI with a Date range of one year or less.
Reference-field filter dropdowns (e.g. customer, part, asset) load faster on large accounts by scanning only your own data.
Data exports now require your signed-in session.
Export templates and runs now use your signed-in account for access.
KPI data now exports reliably over long date ranges and for high-volume sites.

Home tiles now load more reliably for sites with larger whiteboards and activity history.
Avatar stacks in room lists and news are easier to read when several people overlap.
People absences on the home screen now show the return day and week number (e.g. Friday, WK25).
People avatars on the home page and news now match the rest of the app.
People tile absence rows now use the same avatar style as the rest of the app.
Home tiles now require your signed-in session.

Orders selected from the fulfillment queue now load reliably in the invoicing panel.
Invoicing workstations now use a single protected Invoicing step that can't be deleted by mistake and can only be added once per process.
Opening, editing, and raising invoices from an order or job is more reliable: edits typed just before issuing are saved, the jobs you select are kept, and you always see the invoices for the entity you're viewing.
Orders and jobs now show their linked invoices, with one click to view or edit the invoice and a shortcut to raise a new one without leaving the order or job.
Production invoices and credit notes now use your signed-in account permissions.

Reports

Scheduled report recipient lists now include all active users, even in larger teams.
Build your own multi-page reports from widgets with drag-and-drop, then schedule or download them as PDFs.
Production reports and teamboards now keep working more reliably when data snapshots or sessions refresh.
Report setup and downloads now require your signed-in session.
Report builder now requires your signed-in session.

Job planning now always requires your signed-in session before showing or changing planning data.
Planning now uses historical job step timings when estimating step durations.
Work queue time estimates now build from completed work history reliably instead of falling back to one hour.
Job planning now always uses your signed-in session when loading or changing the board.
Planning board errors (placing, moving, splitting, or merging job steps) now show clear, consistent messages.

Task priority in teamboard tables now appears as a colored badge, matching status.
Task table widgets now show at most three columns, with Task always included.
New Risk Assessment Reviews widget: a quick summary of risk assessments with recent activity — e.g. reviewed, approved, or awaiting approval — over a time window you choose.
New Status Calendar widget: mark each day Pass/Fail (or your own labels and colours) right on the board. The calendar keeps its own history and warns before it is removed.
Teamboard views and edits now require your signed-in session.

Create-task triggers can now assign fallback owners when an audit has no area owners.
Dashboard due and overdue counts now match the audit inbox exactly, no longer counting schedules that are paused or in an off week of a repeating schedule.
"Due" and "Overdue since" dates on audit cards now follow the schedule's full recurrence rules (every-N intervals, "2nd Tuesday", last day of the month).
Audit tools now follow the active account permissions.

Analytics dashboard refresh checks now use your signed-in account permissions.
Dashboard selection tiles now use your signed-in account for access.
Dashboard tiles, view counts, asset widgets, and presence lists now require your signed-in session.
Dashboard view counts now use your signed-in account for access.

Image and PDF previews now load more reliably in the Files area.
Redesigned file browser: Finder-style icon and list views with sortable columns, breadcrumb navigation, multi-select with keyboard shortcuts, drag-and-drop to move files between folders, and drop-anywhere upload.
File uploads and file access now require your signed-in session.
File and folder actions now use your signed-in account for access.

Agreement details now show helpful placeholders when contact, dates, or payment info is missing.
Agreement PDF previews now show the first page thumbnail when available.
Agreement terms sections now show clear placeholders when quotation notes, pricing basis, or conditions were not extracted.
Pricing settings now require your signed-in session before showing or changing catalogue and rate information.

Safety check lists and preview dialogs now handle searches and read-only views more reliably.
Incidents can now be closed after you add follow-up actions during the review, and the Safety role can see an incident's linked tasks.
Asset readiness cards now match the updated sheet layout used elsewhere in the app.
Safety dashboards, incidents, and pre-use checks now use your signed-in account permissions.

The 5S dashboard now reflects all your 5S audits, including equipment checks, and adds a per-asset breakdown alongside areas.
Redesigned the 5S dashboard, area and audit pages with a bolder, cleaner look, including a full per-pillar checklist on audit results.
The 5S overview page now matches the standard page width and padding, and the area filter dropdown has been removed from the toolbar.

Private board viewer lists are now hidden from people who do not have access to the board.
Board views and edits now require your signed-in session.
The boards picker in the Riso theme now reads as one continuous sheet with shared borders, matching other settings grids.

MCP & Agents

Destructive tool requests now respect approval policies even when preview mode is requested.
Connecting an external client now verifies the connection request came from the same browser that started it.
ChatGPT MCP connections now require verified server forwarding before using OAuth access.

People · Org structure

New Org Structure page draws your company org chart from reporting lines, and lets you sketch drag-and-drop reorg scenarios without changing anyone's records.
Org chart cards now show each person's department, location and tenure at a glance, with a refreshed look and a control to collapse or expand a team's reports.
Reporting lines are now drawn as a clean org chart: small teams sit side-by-side and large teams connect through tidy vertical guides instead of crossed lines.

Production · Routing

API Trigger cards in the legacy routing editor now show as coming soon instead of draggable.
Conditional splits can now use job dates and date custom fields.
New Repeat Group node: drop steps into a group and run them in a loop until a condition you define is met (for example, until no quality issues on the latest pass). Replaces the old per-step rework toggle, with a supervisor review when a group hits its repeat limit.

Routings can now be duplicated from the actions menu.
The routings list loads faster, especially for facilities with many routings and versions.
Routing setup now requires your signed-in session.

Whiteboards

Whiteboard cards now use the shared sheet grid and fill the picker page for a cleaner layout.
Whiteboard edits and file uploads now require your signed-in session.
Whiteboard lists and details now use your signed-in account for access.

Absences

Absences that don't need approval now record who logged them, so the reviewer column is no longer blank.
Seeding region presets now orders the new absence types correctly alongside any you've already created.

Account

Password setup and site switching now use your signed-in account permissions.
Site switching and welcome password changes now use your signed-in account for access.

Parts Productivity has been removed while it is rebuilt.
Analytics dashboard settings now use your signed-in account permissions.

List tables across settings and people now share the same bordered layout for a more consistent look.
The Riso theme is marked as beta in the theme picker.

Feedback

Open the feedback form from anywhere with ⌘/Ctrl+Shift+B.
You can now send feedback straight from the Help menu, with an optional screenshot, marked-up screenshot, or short screen recording attached.

Multi-select fields now show cleaner tags when options are selected.
Form documents now require your signed-in session.

Imports

Clarified which data imports detect duplicates. Task imports still update a matching existing task; all other imports always add new records, so the importer no longer implies duplicate-matching it didn't perform.
Data import tools now use your signed-in account permissions.

Inventory

Saving a tracked consumable variant now sets up initial stock in one reliable step.
Stock levels and stock alerts now follow the active account permissions.

Navigation

Sheet cards across the app now use the same hover feedback as the home module tiles.
Sheet grids now share one layout primitive so tiles align consistently across modules.

OEE

Supervisors can add a Stale Downtime widget to see open downtime events that have run past a shift-length threshold.
OEE tools now use your signed-in account permissions.

Status timeline descriptions now explain production progress instead of goods receiving.
The status timeline now shows every lifecycle step, including Reserved.

Projects

Project task counts now stay accurate when tasks are cancelled.
Project lists and settings now require your signed-in session.

Risk assessment review summaries are easier to read at a glance.
Task table widgets can now limit how many tasks are shown, with a count of any hidden tasks.

Employee training records redesigned: expandable record cards, date corrections with logged reasons, renewals that keep past certificates, multiple certificate uploads per training, trainer and provider tracking, and a compliance summary.
Training records now follow the active account permissions.

Accounts

Deactivated accounts no longer record sign-in activity, keeping login history accurate.

Activity log views now require your signed-in session.

AI Chat

Conversations now use your signed-in account permissions.

Analysis tools

Fishbone, fault tree, 5 why, 5W2H, and is/is not tools now require your signed-in session.

API keys

API key management now requires your signed-in session.

Billing

Billing details now require your signed-in session.

Boards & dashboards

Board and dashboard cards now align with the shared sheet grid layout for a cleaner picker.

Company news

News attachments now require your signed-in session.

Connected tools

Connected tools now consistently use your signed-in account when checking access.

Currency settings now require your signed-in session.

File attachments on custom fields now require your signed-in session.

Customer search now reliably shows all matching customers instead of occasionally returning a short list when older records were involved.

Dashboard

Widget tiles in the Riso theme now use a clear ink outline with no background fill or drop shadow, so the page grid shows through.

Dashboard devices

Device management now requires your signed-in session.

Dynamics 365

Connector settings now use your signed-in account permissions.

Emails

Bulk now stops sending to addresses that bounce or mark messages as spam.

Entities

Entity administration now requires your signed-in session.

Entity access

Entity access approvals now require your signed-in session.

Home · Riso (Beta)

Module tiles on the home screen now match the Riso print style, with stamped icons and raised tile hover.

Hub

Hub dashboard layouts and templates now require your signed-in session.

Invitations

Team invitations now require your signed-in session when viewing or managing them.

Jobs

Empty sections on a job page have more comfortable spacing.

Keyboard shortcuts

Shortcut chips in the help menu now show each key separately with clearer modifier icons.

KPI

KPI setup, reporting, and formula tools now require your signed-in session.

KPIs

Redesigned the Create/Edit KPI dialog with a clearer 5-step flow, and added a new Formula data source that blends existing KPIs (for example Right First Time) with a live preview.

Settings · Access requests

Notifications now require your signed-in session.

Onboarding

Onboarding progress and setup now use your signed-in account permissions.

Org structure

Org chart variations now require your signed-in session.

Organization settings

Organization settings now require your signed-in session.

People

Company news and people setup tools now use your signed-in account for access.

Presence

Live presence now waits for your signed-in session before loading.

Processes

New processes now create correctly when the starting revision is set to 1.

Production Orders

The orders list now always shows only the entity you're working in, closing a gap that could expose another entity's orders.

Roles

Role management now uses your signed-in account for access.

Search context checks now require your signed-in session.

Admins can now review and approve site access requests from Settings.

Sign-offs

Sign-off requests and signatures now require your signed-in session.

Tables

More paginated lists now keep sorting consistent across pages and saved views.

Two-factor authentication

Filtered task lists now show matching tasks more reliably across pages.

Tenant settings

Tenant details and updates now require your signed-in session.

Two-factor settings now require your signed-in session.

Units

Unit settings now require your signed-in session.

Usage limits

Usage and plan limit checks now require your signed-in session.

Users and roles

User and role management now requires your signed-in session.

Views

Saved table and dashboard views now use your signed-in account permissions.

Webhooks

Webhook settings now require your signed-in session.

Release notes are grouped by product module so large updates are easier to scan.

Working hours

Working-hours settings now require your signed-in session.

3.11.16

11 Jun 2026 66 changes

Filters

Dropdowns and date fields in filter drawers are more compact with clearer borders.
Empty filter dropdowns and date fields use a softer muted background until you pick a value.
Filter drawer actions use a clearer text reset and pill-shaped results button.
Filter option lists are more compact so more choices fit on screen.
Filter option lists use clearer spacing again so long lists like roles are easier to scan.
Filter option rows use smaller labels and controls for a tighter drawer.
Priority and role filter radios now use a cleaner circular style that matches the rest of the drawer.
Quick date shortcuts in job and order filters use the same radio list style as other filter options.
Selected radio dots are larger and centered in filter lists.

Back buttons on risk assessments now leave the page instead of stepping through tabs.
Risk assessment PDF exports now use the app's warm clay styling.
Risk assessment PDF exports show an updated header with the template version.
Risk assessment PDF exports show tenant and entity names in the header, and risk scores use green, orange, and red.
Risk assessment PDFs now include sign-off pages at the end for collecting signatures.
Risk Matrix cell tooltips now show a clearer breakdown: risk level, score, and what the likelihood and severity mean.
Risk assessment details now show clearer created and updated times.

Employee training cards now use clearer borders, matching the Projects page.
On tablet-sized screens, the dashboard summary strip hides long Expired and Expiring Soon status values while keeping their labels, so the footer stays readable.
The Enrolled employees summary now shows a color-coded bar of every assigned training status (OK, expiring, expired, and incomplete).
The Expiring Soon dashboard widget now shows which training program is expiring for each person, including the program code and expiry date.
The Expiring Soon widget now shows how many additional trainings are due within 30 days when more than five are coming up.
Skills matrix column headers now show how many employees are trained per program (e.g. 5 trained) under each program name instead of the program code.

Site operating rules now require an authenticated session before changes are saved.
Entity operating rules no longer show nested boxes inside the settings card.
Production Items can be filtered by Active and Archived, like Production Modes.
Adding custom fields on parts and processes now uses a clearer step-by-step dialog with labeled validation options.

The Review Calendar fits any widget size without cutting off the last week, and hovering a day now shows its planned, recorded, and overdue reviews.
The Risk Matrix widget now scales to fill its space instead of sitting small with empty margins on wider boards.
Widgets sit closer together on laptops, tablets, and phones, so boards feel less spread out and each widget gets more room. Large monitors keep their existing spacing.

When viewing inbound document items with expanded details, each item now shows its related job, part, and process information directly.
The Add services picker now shows a clearer message when the catalogue is empty or your search finds nothing.
The Apply pricing template picker now shows a clearer empty state when no templates match.

The invoice fields empty state now matches the rest of settings, without a nested card.
Draft invoices can be edited directly on the invoice page; notes, lines, and custom fields no longer require a separate edit screen.
Draft invoices now receive a draft number (e.g. DRAFT-000042) the moment they are created, so every invoice always has an identifier.

Job planning can now place, move, and resize work from the keyboard.
New job planning board: drag job steps from the work queue onto machine timelines, move and resize planned runs, split work across machines, and spot overlaps instantly — live for every planner.
Queue cards now show estimated step times from completed work history.

Asset board

On 4K and ultra-wide displays the live asset cards now resize to fill the screen — larger when only a few assets are shown, and packed tighter when there are many.
When a board has no assets yet, the page now shows a clear message with a button that takes you straight to settings to add them.

5S area pillar scorecards now show the real issue count for each pillar.
Audit area and schedule actions now follow each user’s edit and delete permissions.

Displays

The TV display pairing screen now loads reliably for sessions that haven't picked a site yet.
Link TV can now ask for a workspace when opened from a local or IP address.

Finance

Invoices, accounts receivable, and credit notes now live under Finance in the sidebar with updated page addresses.
Draft invoices now show each job with its pricing underneath, and you can add jobs, services, and charges directly from the invoice page.

When closing past orders in bulk, you must now specify the close date. Approval screens display when the orders will be marked as closed.
New Invoicing Workstation type: orders arriving at an invoicing routing step queue up at the station, where operators review jobs, price them with rate templates, catalogue services and charges, and issue the invoice — completing the job's invoicing step automatically.

Routing decisions can now use more details about production orders, parts, and processes.
Decision steps now accept written formulas (type @ to insert fields) and support multiple if/else-if branches, each with its own connector on the canvas.

Company news

Posts now show how long ago they were published (e.g. "Posted 4 weeks ago") instead of just a weekday and time.

Setting a conversion rate now keeps the opposite direction in sync automatically, and removing a rate clears both directions.

Default values now only appear where they work, and picker defaults must use valid choices.

Widgets now show missing-permission messages before loading protected data.

Dashboards and sign-offs

Sign-off prompts and dashboard value widgets now load more reliably.

Boolean form fields now use the same Yes/No control everywhere.

General

Checkboxes are slightly squarer and easier to scan.

Scheduling now shows the current site's on-time delivery metric.

Master data

Parts and processes can now show custom fields in their settings tables.

OEE

The "Go to Settings" button on the empty OEE dashboards screen now opens the dashboard settings page.

Production modes

Production modes can now be kept visible across the whole tenant or limited to one entity.

Production Orders

Orders now show the newest records first by default.

Sign-offs

You must be signed in to view or respond to sign-off prompts.

Tables

Sort any list by clicking a column header; your chosen sort is saved alongside your column layout, including in default views.

Audit schedule tables now mark monthly scheduled days in the weekly view.

Units

Columns on the Units settings page now line up neatly across every unit category.

3.11.15

9 Jun 2026 19 changes

Create, issue, and track invoices and credit notes: bill jobs from an order, record payments, credit invoices, manage company/invoicing details and custom fields, and download invoice and credit-note PDFs.
Issued invoices and credit notes now generate a downloadable PDF automatically.
You can now raise customer credit notes against an invoice or as a standalone credit, apply available credit to outstanding invoices, and download the credit note PDF.
Invoice and credit-note fields now use the same clear card list and pop-up editor as other custom fields, so they're easier to add and edit.

Apply a pricing template to a document line, and add catalogue services and extra charges with a clear total payable.
Document line pricing is easier to scan: apply template from the section header, currency sits above the total, and amount fields no longer show spinner arrows.

Each entity now has its own Invoicing details and Document custom fields, grouped together under Settings → Entity.
The MCP integrations page now opens without a server error.

Units

Find units fast: search by name or symbol and filter by category from the same toolbar used across the app.
The import-presets dialog now groups units into cleaner lists with a Select all option per category.

Filtering now opens in the same slide-out drawer used across the app, with a cleaner search bar, searchable user and entity pickers, and quick date ranges (Today, Last 7 days, Last 30 days).

API

Inbound document details can now include full line items, parts, processes, and routing details for integrations.

The Boards page has a refreshed, dashboard-style layout with search, board previews, and a cleaner grid.

Redesigned the currencies settings page: set your global display currency with a clear confirmation step, and add or edit conversion rates straight from the rate grid.

Your sign-in now carries across new tabs and duplicated browser windows.

The pricing settings page now opens reliably.

Roles

The roles search box now matches the search used across the app, with a search icon and a one-click clear button.

You can now ask specific people to sign off a risk assessment with a signature. They're prompted to review and sign it the next time they open the app, and can record a reason if they can't.

Release note counts now show as labels like "72 UPDATES" instead of a number alone.

3.11.14

8 Jun 2026 72 changes

Loading messages for document item actions now close properly when the action finishes.
Custom fields on new documents now save as you type, so your entries are still there when you come back and documents can be created without surprise required-field errors.
Line items can now use zero unit and total prices.
Status labels on documents and uploads now use solid colored badges for clearer at-a-glance reading.
Customize which columns you see on the Inbound Documents list and save your preferred view.
Inbound Documents now offers more optional columns, including document custom fields, for saved table views.
Approval requests can now be cancelled so documents can be edited and resubmitted.
Custom document items on new documents now show a clear name instead of an internal ID.
Custom fields on new documents now stay saved after refreshing the page.
Rejecting a document now asks for a reason and reliably sends it back for correction.

Block drag and add controls in the description editor are easier to see and match the rest of the app.
Clicking the task description field now shows the text cursor immediately so you can start typing on the first click.
The block options menu opened from the drag handle is now more compact.
The block picker menu in task descriptions is more compact and easier to scan.
The formatting toolbar above selected description text now works, so you can apply bold, italic, and underline.
The task description editor now uses the full box, so you can click and type anywhere in the field.
Task status badges now use solid fills.

Risk assessment status and risk level badges now use solid colors for clearer reading.
Incident type and status badges now use solid fills.
Risk assessment status and risk level badges now use solid fills.
Risk level badges on assessment details now use solid fills.
The close-incident dialog layout is easier to read.

Filters

Filter options now use clear checkbox and radio lists with result counts, instead of colored chips.
Filtering panels now open as a cleaner side drawer with collapsible groups and a clearer header and footer.
Fixed filter options being cut off on small screens and a case where the wrong filter group could change.
Expand/collapse arrows now match the rest of the app controls.

New documents now show their linked production order number as soon as one is reserved.
Currency on item pricing is shown on its own row below quantity and price fields for easier reading.
The draft picker list now appears as one connected list instead of separate cards.
The draft picker now includes a Cancel button to return to the documents list.

Right-click a category in the service editor to archive it from suggestions; services in the catalogue keep their grouping. Archived categories can be restored from the same editor.
Removed Duplicate from rate templates; use the rate matrix to set customer rates instead.
Customer rate cards are now named automatically after the category and customer, so the name stays consistent and can't drift.
Template price previews now match saved pricing totals while editing.

Inbound uploads

File status badges on session details are easier to read, with clearer labels and counts.
Uploader avatars on session cards now use the standard avatar style.
Uploader avatars on session cards are slightly larger so initials read more clearly.

Asset readiness

Assets running under a manager override now correctly show an Override status instead of appearing Ready, and the last-checked time stays current.
The asset readiness board now uses a cleaner, unified sheet layout, making each asset's pre-use check status easier to scan at a glance.

Pricing, customers, jobs, orders, invoices, and dashboard totals now use your organization’s selected global currency.
Totals now warn when a needed conversion rate is missing instead of silently mixing currencies.

News

Removed the unused Preview button from the post composer.
The post body placeholder now explains you can type / or @ for more options.

Order due, overdue, and aging alerts now clear automatically when an order is deleted or completed, so you no longer see reminders for orders that are gone.
Loading toasts now close when an action finishes or when you tap the X.

Order, job, and phase status badges now use filled colors for quicker scanning in tables.
Workstation load and completion screens now handle permissions, expired sessions, and device time differences more clearly.

Job priority and due-date badges in the order jobs table now use filled colors, matching other status badges.
Opening a linked inbound document from an order preview now closes the preview automatically.

Search & filters

The Filters button now matches the height of other toolbar controls.
Toolbar icons in filter and table controls are slightly smaller and easier to read alongside labels.

Tables

Choose which columns you see, reorder and pin them, and save named views per table.
Search, Filters, and the view/column controls now share a single toolbar row for a cleaner, more compact layout.

Empty states now share one consistent, friendlier look with clearer guidance on what to do next.

Empty log tabs now use the same empty-state layout as other job detail tabs.

API keys

Added a Documentation button to open the REST API reference directly from the API keys page.

The create schedule dialog keeps its action buttons visible on smaller screens, so you can always save your schedule.

Deleted fields now stay on existing inbound and production records while staying hidden from new records.

Newly added currencies can now be used when creating customers.

Dashboard

Quality widget defect counts now show as whole numbers instead of long decimals.

When attaching a file to a process you can now browse folders, search, and upload a new file straight into the folder you choose — all without leaving the dialog.

Custom field inputs and dropdowns now match the size of other fields on document forms.

Incidents

Five Whys analysis steps use a cleaner timeline layout that's easier to read during investigations.

MCP

Agents can now find the right Bulk tool faster, with searchable tool guides, stronger schemas, structured results, and clearer warnings before risky actions.

MCP · Production

Agents can now target production cleanup more precisely, preview backdated close times, and use more typed production admin tools without driving the app manually.

Navigation

The back button now reliably takes you to the right place — even when you open a link directly, refresh the page, or arrive from outside the app — instead of doing nothing.

People · News

The news composer now supports rich formatting, links, mentions, images, and file attachments that carry through save, publish, reading, and PDF export.

Routing

Bottom dock icons now look correct in dark mode.

People · Absence calendar

Entity settings now let you make PDFs optional for inbound documents and lock all job quantities to 1.

Settings · Units

Import only the unit presets you need, delete unused custom units, and reorder units by dragging rows.

Browser windows now keep separate sessions, so old logged-out windows no longer interrupt active production dialogs.

Status badges

Solid status badges look clearer in dark mode.

3.11.13

5 Jun 2026 72 changes

Pending absences show with a dashed stripe fill in the same leave color so you can see what still needs approval.
Click a day on the calendar to log an absence with that date already filled in.
Click someone's name on the calendar to open a dialog where you can adjust dates and type, approve or reject pending requests, or cancel an absence.
Each day now lists everyone who is absent, and the week row grows to fit instead of hiding names behind a "more" link.
Calendar pills and the legend now use each absence type's color instead of approval status dots, so leave types are easier to scan at a glance.

New Pricing area under Settings → Master Data: reusable rate templates with a customer-by-test rate matrix, a per-customer rate catalogue, and negotiated agreements you can build by uploading a supplier price list and letting Bulk extract the line items, rates, and terms for you.
Polished the agreement contract view: page actions now sit in the header, the breadcrumb shows the customer name, and the source PDF card shows its real page count.
Turn agreement line items into a customer's catalogue of priced services. Add one and Bulk pre-fills what it read from the upload — name, code, rate, unit — and even suggests a category and pricing model for you to confirm; or add several at once and tidy them up later. Each customer has one live catalogue measured against your General base rates, and Bulk flags any service whose price has drifted from the latest uploaded price list.
Rate templates are now real and saved to your account: build a reusable price from a bundle of catalogue services plus surcharges, see every customer's negotiated rate against your General baseline in one rate matrix, and get a heads-up when a bundled service's price drifts from the catalogue.
The rate-template currency picker now lists the currencies you've set up in Units (with a flag for each), applies your chosen currency live throughout the editor, and saves it with the template; new customer templates start in that customer's currency.

OCR now double-checks document header fields against the original image, correcting clear label/value mix-ups and holding uncertain files before jobs are created.
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.
Image-only multi-page PDFs now read line-item tables page by page, so mould numbers and other row identifiers are preserved more reliably.
Fixed a bug where filled-in custom fields weren't saved, which could prevent creating a document even when all required fields were completed.

Refreshed checkboxes with a rounder, slightly larger look and a clearer dash for partially-selected lists.
Metadata and classification chips (such as System/Custom labels and role tags) now share one compact monospace style for easier scanning.
Background work now runs more reliably, reducing repeated task and email processing errors.

API

Public API lists now support simple page numbers, richer production and inbound data, and lookup filters like job number.
Public API detail endpoints can now include related jobs, OEE events, quality issues, output, and timers for easier dashboard integrations.
REST API keys now have stricter request limits to protect integrations from brute-force and runaway traffic.

Mass update item list now shows part, process, and routing so you can pick the right rows faster.
Right-click the duplicate button to create several matching line items at once.
When duplicating a line item, the count picker now closes right after you confirm how many copies to make.

People · Absences

After you log a leave type that needs approval, approvers can approve it straight away in a follow-up prompt instead of finding the request elsewhere.
Status labels in the absences list now use solid color badges so approved, pending, and other states are easier to spot at a glance.
You can no longer log leave that overlaps existing approved or pending absence for the same employee; the form warns you before you submit.

Settings · Integrations

Dynamics 365 connections now support live Service Bus channels, secure credential setup, health status, logs, and payload mapping.
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.
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.

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.
Production modes on the Active tab can be reordered by dragging rows in Settings, matching other settings lists.
Production items can be reordered by dragging rows in Settings, matching other settings lists.

The updates popup now shows your full release history — the newest release opens automatically and you can expand any earlier one.
Refreshing around the release notes dialog now stays stable instead of showing the app error screen.
Release note categories are easier to scan, with clearer section headers and update counts.

Analytics widgets now show an empty state instead of breaking while production snapshots are still syncing.
Analytics widgets now time out cleanly instead of hanging when a data refresh gets stuck.

MCP

The *Connect a client* panel now shows your workspace's actual hosted endpoint for your region instead of a generic app URL.
ChatGPT can now search your Bulk records and open a result to read the full details, so connecting Bulk to ChatGPT works without turning on developer mode.

Production Operate

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

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.
Role management is now limited to Super users, so Entity admins and other system roles cannot view or assign roles.

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

Admin · Data Reset

Entity reset previews now count large sites in the background, so the page stays usable instead of failing on bigger datasets.

The Riso theme now has its own set of accent inks — Flamingo, Aqua, Marine, Sunflower, Fern, Tangerine, Grape, and Scarlet — so you can recolor it from the theme picker, just like the default theme.

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

Dynamics 365

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

Error pages

Refreshed the "permission required" and "connection lost" screens with a calmer, clearer layout, a readable status, and obvious ways to get back on track.

Error reports

Console log download links in error report emails now open the attached log file correctly.

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

Performance · Asset board

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.

People

Past absences no longer appear as upcoming on the People dashboard.

People · Job titles

Active and Inactive status labels now use solid badges for clearer reading.

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

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

Production · Home

Pre-use check status badges are solid fills; loaded jobs and header controls use subtler corner radius.

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.

Settings · Downtime reasons

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

Settings · Absence types

Paid, Unpaid, approval, Active, and Inactive labels in the absence types list now use solid badges instead of icons or outlines.

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.

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.

Settings · Data imports

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

Reorder downtime reasons by dragging rows instead of using up/down arrows.

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.

Settings · Naming conventions

Production order reservation now lives inside the inbound documents card, with a note that document and order numbers are assigned independently.

Settings · OEE

Downtime reasons can be reordered by dragging rows, matching other settings lists.

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.

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

Expiry alerts now run reliably across large training record lists.

Training · Records

The employee records list has a cleaner, easier-to-scan layout, with each person's completion and expiry at a glance.

3.11.12

3 Jun 2026 81 changes

Settings · Integrations

Coming soon and beta connectors share the same soft overlay as the dashboard picker.
The Integrations page header now matches other settings pages for a consistent title and description.
Dynamics 365 payload 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.
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.
Dynamics 365 connections support Service Bus channels, secure credential setup, health status, detailed logs, and flexible payload mapping.
The MCP screen now shows a ready-to-use connection endpoint for linking AI agents like Claude Code and Codex to your Bulk data.
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.
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.
A read-only REST API v1 lets approved API keys fetch data securely without write access, alongside existing token management.

New documents now require at least one reference PDF before they can be created.
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.
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.
Image-only multi-page PDFs now read line-item tables page by page, so mould numbers and other row identifiers are preserved more reliably.
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.

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.
Opening a link that doesn't exist now shows a proper full-screen "page not found" page.
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.
Streamlined the unexpected-error screen so the home, back, and reload actions stand out, while the technical details stay visible just below.

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.
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.
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.
Agents can now read analytics snapshots, run approved report templates, export CSV-ready results, and request snapshot refreshes for approval.

Setting progress to 100% now asks whether to mark the task as done, so status and progress stay in sync.
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.
Task descriptions no longer auto-embed links or media from pasted URLs; use attachments when you need files in a task.
The task description editor now blends with the card background for a cleaner, more consistent look.

Widgets now show the right size while you drag them and land where the preview shows.
Analytics widgets now show an empty state instead of breaking while production snapshots are still syncing.
Analytics widgets now time out cleanly instead of hanging when a data refresh gets stuck.

Mass update item list now shows part, process, and routing so you can pick the right rows faster.
Right-click the duplicate button to create several matching line items at once.
When duplicating a line item, the count picker now closes right after you confirm how many copies to make.

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.
First-time users now set their password before choosing an app design, so the setup popups no longer overlap.
Sign-in goes straight to your login screen without an extra tenant picker step.

The updates popup now shows your full release history — the newest release opens automatically and you can expand any earlier one.
Refreshing around the release notes dialog now stays stable instead of showing the app error screen.
Release note categories are easier to scan, with clearer section headers and update counts.

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

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

Production Operate

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

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

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

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

Settings · Master Data

Asset, resource, and inbound automation cards use cleaner titles and solid status badges aligned with other settings pages.
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.

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

Refreshed checkboxes with a rounder, slightly larger look and a clearer dash for partially-selected lists.

Admin · Data Reset

Entity reset previews now count large sites in the background, so the page stays usable instead of failing on bigger datasets.

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

Dynamics 365

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

Error reports

Console log download links in error report emails now open the attached log file correctly.

Error screens

Buttons on the error pages are now more compact, matching the rest of the app.

Performance · Asset board

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

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

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

Production · Home

Pre-use check status badges are solid fills; loaded jobs and header controls use subtler corner radius.

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.

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

Projects

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

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.

Settings · Audit templates

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.

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.

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.

Settings · Data imports

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

Settings · Downtime reasons

Reorder downtime reasons by dragging rows instead of using up/down arrows.

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.

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.

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.

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.

Settings · Naming conventions

Production order reservation now lives inside the inbound documents card, with a note that document and order numbers are assigned independently.

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.

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.

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.

May 2026

4 releases

3.11.8

29 May 2026 7 changes

PDF Templates

Redesigned text widget settings with a tighter Figma-style panel, including font family, size presets, and style controls.
Double-click text on the canvas to edit it inline; changes save when you click away.
Dragging widgets now follows the cursor more accurately and lands cleanly on the grid when you drop.
Page Config helper messages now use the same information notes as elsewhere in the app.

Help

The What's new popup has a clearer layout, with updates grouped by area and a shortcut from the Help menu.

Saving an item as a template now suggests a readable name, auto-generates the template key, and explains each field.

File tiles in job and order file explorers show full filenames more cleanly, without cluttered subtitles.

3.11.6

26 May 2026 49 changes

You can add a customer contact directly from the Assigned Contact dropdown when creating or editing a document, without opening Settings.
The new document page header is cleaner, with redundant draft label and timestamp text removed.
Redesigned new-document page with a spacious multi-column layout.
Save whole documents or individual line items as reusable templates, and load them from a redesigned template picker.
Work from drafts: pick up where you left off from the draft picker, with autosave that safely handles conflicts.
@mention teammates in internal notes and they'll be notified — mentions now show as inline chips in the teammate's color so they stand out from the surrounding text.
New In progress status; in-progress documents with no linked jobs can now be deleted.
Print now works in any status and lets you choose what to print — the inbound document or its items, or the linked production order or its jobs — before picking a PDF template.
Support for PDF document types, with generated PDF thumbnails on reference cards.
Reference PDF cards now show the file size and upload time on separate lines, with a friendlier "just now" / "yesterday" style instead of a full timestamp that was getting cut off.
Added customer reference fields, clearer field controls, and better validation.
Faster, clearer library picker scoped to your site, with loading skeletons and friendlier empty states.
Attaching extra forms on a new document now opens the full Form library — with categories, search, and sort — instead of a small dropdown.
You're now asked to confirm before removing a line item or a whole item group, so accidental deletes are easy to avoid.

Searching by PO item numbers now returns stricter matches, so nearby but different identifiers are no longer shown as exact matches.
Switch jobs without losing work using confirm-and-stop, with a clear explanation when batch edits are blocked.
Active bay and OEE timers now show their assigned batches; a timer must be stopped before switching a loaded job's batch.
Routing Activity is sorted by most recent and shows a badge for the last operator.
New job KPI metrics, with historical jobs backfilled so trends are complete.
Duplicate assets, and start audits from a custom point.

Projects

Switching tabs or searching no longer flashes a full-page spinner; the header and tabs stay put while the grid loads.
Clicking a project card now reliably opens the project.
On mobile, search and New Project sit on one row so the header stays compact.
The Projects page has a new design with richer cards: per-project task counts (open / in progress / done / overdue), a colour progress bar, members, last activity, and a project code. Search lives in the page header and the empty states explain what you're looking at.
You can now assign members and pick an owner for each project from the Edit dialog. Owner is always included in the member list automatically.

Three new themes — Forge, Cobalt, and Riso — plus a reworked color picker.
Color pickers across the app now show just the swatch and color name in the input, dropping the hex code for a cleaner look.

"Documents" is now Forms across the app, with all existing document types carried over.
The color picker now offers a much wider palette — brand accents, status colors, soft tints, and neutrals — organised into clear groups, and the Save as template dialog has a cleaner layout.

Introducing What's new — after each update you'll see a short summary of what changed, so you always know what's improved.
KPI Actuals exports now include automatic KPI values and require a bounded Date filter before preview or export.

Project and task view headers use consistent back and action buttons, and long titles truncate cleanly instead of wrapping.
The Description card now blends seamlessly with the rest of the task card instead of showing a distinct white block.

Analytics and Asset Board

Pop-up dialogs have a refreshed, more consistent look — warmer panels, clearer headers with a colour-coded status icon, and tidier buttons — and they now display correctly in dark mode.

OEE timelines are easier to inspect on mobile, with fixed asset/user details while you swipe through time, and the Asset Board has a cleaner mobile layout.

Assets

Search, counts, and line boards now load faster and stay in sync more reliably.

Company news

Print for the floor board now produces a clean, one-page A4 PDF you can download and pin up for the canteen or shift handover, instead of relying on the browser's print dialog.

Consistent field inputs everywhere, including a new single control for yes/no fields, kept in sync between Forms and Custom Fields.

Refreshed, adaptive task digest email aligned with our design system.

File widgets now show clear guidance when a saved folder or file needs to be selected again.

Inbound · Scan & Process (Beta)

The home page now scrolls correctly on mobile, and the company news widget shows a richer preview.

A new full-screen flow for processing one item at a time: scan its label (or type the ID), answer each of its fields one by one, then mark it ready, create the job, and print the label — all without leaving the page.

Inventory

Clear warning that currency and unit cost apply only to new stock movements.

People

Employee start dates can now be set as far back as 1990.

Production Orders

Order detail tabs now stay in the URL, so shared or refreshed order links reopen the same tab.

Unified filter bar with shared date presets, and configurable external recipients for audit notifications.

Safety · Risk Assessments

Refreshed risk assessment detail page with a cleaner header; assessment status now lives in the Details card alongside the rest of the metadata.

If you sent an assessment for approval, you can now Cancel Request to pull it back to draft and make changes before resubmitting — no need to wait for a reviewer to refuse it.

Settings · Master Data · Assets

Drag to reorder assets inside a production line (or to/from the Unassigned pool); the new order is reflected on the production asset selection screen.

3.11.0

17 May 2026 4 changes

New job KPI metrics, with historical jobs backfilled so trends are complete.
Duplicate assets, and start audits from a custom point.

Yes/no fields now use a single segmented control, unified across inbound and shared views.

Unified filter bar with shared date presets, and configurable external recipients for audit notifications.

3.10.1

16 May 2026 13 changes

Redesigned new-document page with a spacious multi-column layout.
Save whole documents or individual line items as reusable templates, and load them from a redesigned template picker.
Work from drafts: pick up where you left off from the draft picker, with autosave that safely handles conflicts.
@mention teammates in internal notes and they'll be notified.
New In progress status; in-progress documents with no linked jobs can now be deleted.
Support for PDF document types, with generated PDF thumbnails on reference cards.
Added customer reference fields, clearer field controls, and better validation.
Faster, clearer library picker scoped to your site, with loading skeletons and friendlier empty states.

Three new themes — Forge, Cobalt, and Riso — plus a reworked color picker.

Consistent field inputs everywhere, including a new single control for yes/no fields, kept in sync between Forms and Custom Fields.

"Documents" is now Forms across the app, with all existing document types carried over.

Inventory

Clear warning that currency and unit cost apply only to new stock movements.