Workiom 4.14

Check out our latest features, and updates built specifically with you in mind.

🏢 Org Chart View Enhancements

Your Org Chart View just got more powerful. Add new cards, rearrange your hierarchy, and export the full chart — all without leaving the view.

How to take advantage of it:

  • Hover over any card to reveal + buttons on its edges — add a parent, child, or sibling instantly
  • Drag any card to move it between siblings or nest it as a child, with visual placeholders guiding placement
  • Export your entire Org Chart as an image in one click — no screenshots needed
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Explore how to use Org Chart View from the: Help Article

📊 Column Summary

Get your quick numbers at a glance right where data is. See totals, averages, and more at the bottom of your view, always in sync with filters.

Why take advantage of it:

  • Get min, max, sum, or average for any numeric field without leaving your view
  • Results update automatically as you filter or scroll — always reflecting what's visible
  • In grouped views, see both group-level results and overall total at the same time
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Explore how to use Column Operations from the: Help Article

📱 SSO Login on Mobile

Your team can now log in to the Workiom mobile app using the same Single Sign-On provider your organization already uses on the web. No separate credentials, no extra setup — just a secure, consistent login experience across every device.

Why take advantage of it:

  • Enforce your organization's identity policies — including MFA and conditional access — on mobile
  • Eliminate password-based logins and reduce IT support overhead across your workforce
  • Give employees a seamless login experience that matches your web SSO setup

👉 Available now on the Enterprise plan.

🔢 Number and currency formatting

Admins can now set the number format for the entire workspace. Choose between International format (1,000.50) or European/Turkish format (1.000,50), and the change applies instantly across all views, reports, and exports for all users.

Why take advantage of it:

  • Set the number format once and every user in the workspace sees it consistently
  • Toggle the format on or off per field — giving you full control where needed
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Explore how to configure number formatting from the: Help Article

🧮 Smart Fields in Forms

You can now add calculated fields — Formula, Field Lookup, Rollup, AI, and VLookup — directly to your forms. Give your prospects a real-time cost estimation before they even submit.

Why take advantage of it:

  • Show real-time totals, prices, or computed values as users fill in the form
  • Calculated fields update instantly when dependent fields or linked records change
  • Works on both internal and external forms

📊 More Rollups, Less Fields

Rollup fields just got more flexible. You can now roll up data from a referenced list in two ways — whether your current list has the linked list or the associated list does. No restructuring needed, just more ways to connect and calculate your data.

Why take advantage of it:

  • Roll up data even when the linked list lives in the associated list, not your current one
  • More flexibility to connect lists without changing your existing structure or adding more fields than you need
  • Same familiar Rollup types — Sum, Average, Min, Max, and Count
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Explore how to use Rollup from the: Help Article

📊 Clean up your charts!

When you set a display limit on a chart — like Top 5 or Top 10 — Workiom now lets you decide whether the remaining values are grouped into an "Others" category or hidden entirely.

Why take advantage of it:

  • Hide the "Others" category to show only your top-ranked items
  • Keep charts clean and focused for dashboards and presentations
  • Works across Bar, Pie, Stacked Bar, and Table chart types in the report builder
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⚡ Notify Actions Automation Shall Never Fail

Automations with notify actions no longer fail when a user is unavailable. Instead of stopping your workflow, Workiom now marks the execution as "Success with Warning" and logs the exact reason — so your automations keep running and you always know what to fix.

Why take advantage of it:

  • Automations continue running even when a user field is empty or inactive
  • No more false error notifications to workspace owners or "notify on error" recipients
  • Execution logs show the specific reason for each skipped notification

🔒 Limit Workspace Invites to Your Domain

Workspace admins can now define a list of allowed email domains — so only people from your organization can be invited or join your workspace. Invitations to any other domain are blocked before they are even sent.

Why take advantage of it:

  • Ensure only corporate email addresses can be invited to your workspace
  • Block unauthorized domains at the point of invitation and acceptance
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Explore how to configure email domain restriction from the: Help Article

✍️ Signature Field

You can now add a Signature field to any list or form and capture signatures directly — by typing or drawing. Perfect for contracts, approvals, and consent forms where a signed acknowledgment is required.

Why take advantage of it:

  • Capture typed or drawn signatures directly inside lists and forms — no external tools needed
  • Works seamlessly on record pages, Table views, and both internal and external forms
  • Signatures are included in PDF and Excel exports, and supported in automations and filters
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Explore how to use the Signature field from the: Help Article

🌳 Tree View for Task Lists

Tree View is now available for Task lists. Visualize your task hierarchies in a structured, expandable layout — so you can see how tasks relate to each other and navigate complex projects more clearly.

Why take advantage of it:

  • See parent and child tasks in a clear hierarchy
  • Expand and collapse branches to focus on what matters at any level
  • All existing Tree View features — filtering, selection, and sorting — work fully in Task lists

👥 Team Admin Role

Full admins can now assign trusted team members as Team Admins — giving them the ability to manage app permissions within a specific team, without granting full workspace admin access.

Why take advantage of it:

  • Delegate permission management to team members without giving them full admin access
  • Team Admins can edit app permissions and add or remove their own apps from the team
  • Each team has one Team Admin — a user can hold that role across multiple teams
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Explore how to use the Team Admin role from the: Help Article

🔣 More Formula Options

Formula fields can now output results as a static list — with labels and colors you define. Map each formula result to a specific list item, and use those items across filters, automations, and reports just like any other static list field.

Why take advantage of it:

  • Turn any formula result into a labeled, color-coded status — instantly readable at a glance
  • Use formula outputs as static list items in filters, automations, and reports
  • Define a default item for any unmapped or undefined formula result
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⚡ Response = [[Full Response]]

You can now capture the complete response from a Call API action and store it directly into a record field — no need to extract individual properties manually.

Why take advantage of it:

  • Select "[Full Response]" from the mapping dropdown to store the entire XML or JSON payload as raw text

🇷🇴 Romanian Language Support

Workiom now supports Romanian as a platform language across the full system. Users can select Romanian from their Account Settings and experience the full platform — menus, views, forms, automations, reports, system notifications, and emails — entirely in Romanian.

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Release Version:
4.14
Release Date:
Tuesday, June 30, 2026
Author:
Circled Workiom logo
Workiom Product Team