3.9 Release Notes

New Features:

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1. Records

1.1. Multi-line text fields

• ‍Now you can format your text
• ‍Add header style
• Make bold, italic or strike through
• Add lists
• Code block
• And even add emojis
• Bullet Points and more

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1.2. Side view:

• ‍Pin fields: ‍
• Now you can pin any linked list you need to check at a glance without needing to scroll across all other fields
• Pinned fields will appear in an adjustable split view

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1.3. Linked Lists

• ‍Using and adding linked lists is now more intuitive than ever‍
• Linked records look and feel has been retouched
• You can update the linked records fields without having to go the record it self
• Select the fields that you’d like to see alongside the linked records‍
• Sort them:‍
• By simply clicking the header of any column
• Drag and drop to custom sort them anyway you like

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2. Automation

2.1. History

• ‍Now you can see a history of the executions‍
• A summary of the Success\Failed Execution with a date filter
• Each automation will now have a label displaying the number of times it has been executed so far
• Clicking on the execution label will open the full history of the automation including the reason an automation failed to execute

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2.2. If/Else

• Our good old conditional trigger just got better, the automation can follow one path when true and another when false

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3. Export Records to excel

• Now you can export reports from a view in excel format (*.xlsx)

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4. Views

4.1. Kanban View

• Picture on cards
• If you have an image in the record attachment it will now appear as a cover picture for that card in kanban view
• You can choose which attachment field is the cover by selecting it from View Options -> Choose Feature Image Field -> Select the attachment from the dropdown

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5. Short URL For Forms

• The new URL has been shortened to make it easier to share and include anywhere regardless of character limitations

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New Improvements:

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1. Records:
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1.1. Side view:

• ‍Timeline‍
• Now you can collapse this area to give more room to your pinned fields

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1.2. Print record

• A Printable layout with high resolution replaces the legacy print method
• Save as PDF if you like, or send it directly to your printer

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1.3. UI/UX Improvements

• Using darker and heavier font to improve readability
• Improved contrast between fields and record background to improve the users ability to separate fields, their contents, and their surroundings
• We improved icons visibility and placement for an intuitive experience
• Read-only fields will have the lock icon color contrasted and over the field logo
• Tool-tip on each field will now hold the directory of linked lists

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2. Views

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2.1. Grid View

• ‍Wrap Text: ‍
• now long text will be wrapped and the area for the record will expand to accommodate for it if the user chooses the classic comfort view

• ‍Context Menu:
• Right clicking on a record in grid view will now give you the option to‍
• Delete record
• Copy link to copy the link of the selected record
• Open Record to view it in full screen mode

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2.2. View Duplication

• Now you can easily duplicate an already existing view with all of it’s settings

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2.3. Filters

• ‍Date filter
• Now you can select‍
• Next week
• Last week

• ‍Linked List View Filter‍
• After linking two lists, you can filter to only view the issues in which the linked lists values match the values as filtered in the linked list’s selected view.
• To do so go -> fields options -> Select a view

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3. Forms

• ‍Design:‍
• The form design has been updated to make it look more modern and easier to follow

• ‍Speed:‍
• Forms now load much faster
• Uploading files now is as fast as a click

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4. Fields

• ‍Change data type:‍
• Fields not holding any data can have their data type changed
  

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5. Automation

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5.1. Automation Builder

• ‍Look and Feel‍
• The automation builder has been updated for a more intuitive experience
• Icons are now larger
• Fonts are clearer
• Arrow that guides your though the path now have indentation to give a better sense of the execution flow

• ‍If/Else feature‍
• Our good old conditional trigger just got better, the automation can follow one path when true and another when false

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• ‍Mapping Fields‍
• Now you can use the same formulas you use to create a field to map fields during an execution.

• ‍Zapier‍
• You can now upload files to Zapier from Workiom through our integration with Zapier