Release notes

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Release preview

• Performance improvements
• Improved search performance on large workspaces
• Search results now show published values for published entities instead of draft values
• Automatic active version — the latest published version automatically becomes the active version, removing the need for manual version pinning; the manage active version modal, version pinning switches, and related indicators are replaced by this automatic behaviour
• Navigation — the right-hand side drawer now preserves its open or closed state as you navigate between entities
• Improved navigation layout — clearer structure for how the platform is organised and how change sets are used
• Automation improvements — targeting 99.9% runtime robustness and unification with scripting; saved search results and reference field titles now update automatically after automations run
• Approvals — added “Notified” indicator and per-phase bell to view and change which reviewers are emailed for each approval phase [release preview]
• Comments — added @mention notifications; type @ in a comment to mention workspace members and notify them via email and inbox
• Live cursors — see where other users are working in the document editor with block-level cursor indicators
• Inbox badge — the inbox icon in the navigation now shows a count of pending items, so you can see at a glance when you have outstanding reviews, training requests, assignments, or mentions
• Reference tables — added inline column configuration and always-on column headers

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Generally available

• Save publish comments to the change set timeline when publishing without review
• Reference tables & search — added “Make Draft” contextual menu action for converting published entities to draft
• API — PATCH /v2/entities instanceConfig updates now support template and variant entities, and accept computedTitle
• Out-of-spec expressions — out-of-spec expressions can now be used on all field types and on fields with “Allow multiple” enabled
• Added update_entities() and create_entities() SDK methods for updating and creating multiple entities at once (docs)
• Validation test codes — Each test on the /validation page now displays a unique test code identifier for functional specification traceability
• Placeholder entities — entities with coupled references can now be reverted and archived placeholder entities can now be recovered
• Formula fields with entity results — display mode and table column configuration now available, matching REFERENCE field behaviour
• Bulk entity migration — Instance configuration settings and computed titles can now be updated in bulk via the entity migration tool

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Release preview

• Document editor — added “Convert to” option in block menu to switch between text block types
• Terminology — “Review” renamed to “Approval” across the platform — status labels, buttons, emails, and audit logs now use “approval” terminology (e.g. “Pending approval”, “Request approval”, “Approval request”)
• Saved views- Added “New template” button in saved views filtered by template kind — when a view is scoped to a specific type, a direct creation button appears in the footer and empty state
• Comments - Added “Show resolved” toggle in comments tab — resolved comments are hidden by default

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Generally available

• Improved print layout and page headers

• Added System admin permission option to api keys
• PATCH /v2/entities/{entityId} now accepts an instanceConfig object to update instance settings (strict mode, hide version number, enforce unique titles, allow active version references, custom status group) — POST /systems/{systemSlug}/presets endpoint for creating field presets

• Chart builder — aggregate controls and simplified configuration
• Document editor — Tab and Shift+Tab now navigate between table cells
• AI chat — updated available model options: added Claude Sonnet 4.6 and GPT 5.2, removed older models
• Improved search performance on large workspaces

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Release preview

• Bulk update fields across many entities at once
• Filter selected entities using a query and set field values and configuration before applying

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Generally available

• Updated PDF design to exactly match the platform document page
• Now includes a preview of the final print

• Now available for all field types

• Create instances from templates in other systems in the UI

• Blue indicator on recently viewed entities that have unseen changes
• Banner on entity page showing what changed since your last visit
• Self-edits excluded from unseen changes tracking

• Export validation reports as PDF from the validation page

• Set custom start numbers on numbered lists with parent prefix context
• Improved block comments

• Change entity permissions during review

• Resize the last column in saved views

• Cancel running automations instantly

• Date fields automatically follow organization-level format settings

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Generally available

• Add comments to individual blocks in page content
• Resolve and unresolve comments with audit log tracking
• Click comments in audit log to scroll to the relevant block

• New unified REST API with simplified endpoints
• GET/PATCH /v2/entities/{entityId} for retrieval and updates
• POST /v2/entities for all entity creation types
• POST /v2/entities/search for paginated search

• Table column configuration can be saved per block in page content
• Default configuration set from the fields tab, overridden per block for multiple table views

• Upcoming version badges shown in the Changes tab

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Generally available

• Submission fields migrated into reference fields
• SUBMITTED_FROM migrated into CREATED_FROM in formulas and computed titles
• Legacy submission API and script methods redirect to reference fields automatically
• Cross-system lookups resolve referenced types correctly
• Improved preset configuration UX

• New properties: Last Published At, Last Published By, Reviewed By

• Entity properties included in exports

• System labels shown in entity mentions for multi-system organizations
• Warning lists entities blocking type archiving

• get_user function for automations
• Favourites and assignments endpoints
• Create instances in change sets via API
• New /system endpoint for entities

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Generally available

• Custom content now receives entity, user, and system context

• Live presence avatars show who else is viewing an entity

• Modal view for reference fields with table display mode
• Show backlinks for live latest version

• Filter by change set title
• Overdue column in training exports

• Workspace users CSV export
• Template tab available on draft types

• Script logs saved on timeout

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Generally available

• Redesigned visible column picker with bulk hide/show
• Warning shown when deleting fields used in computed titles

• Multiple field values supported in @field syntax

• New endpoint for system permissions
• New endpoint for review configuration

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Generally available

• Cached file download URLs for faster access

• SDK endpoint for workspace object

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Generally available

• API for system management

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Generally available

• SSO now compatible with two-factor authentication (2FA)

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Generally available

• Export training pages status
• Audit log shows the name of the role that signed

• Improved mention suggestions and positioning

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Generally available

• Automations receive system context
• Trigger scripts on version release (feature flagged)

• Viewers can have entity-level operate permissions

• Get field references via API

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Generally available

• Better script logs with clearer output

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Generally available

• Test Mode replaced with Test Change Sets for clearer test entity management

• Show last run version on scripts

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Generally available

• Request e-signature via SDK

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Generally available

• Archive entities directly from reference fields
• View disabled reference field configurations
• Placeholder draft cascade with configuration display

• Refined chat interface

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Generally available

• Entity automation with configurable triggers

• Improved type search speed

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Generally available

• New automation service infrastructure

• is_live parameter added to update_field API method

• Improved placeholder entity handling

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Generally available

• Point-in-time instantiation of placeholders when reference field is set to create in new change set
• Formula fields now display multi-line text correctly

• Audit log events show whether changes are made by scripts or AI, and started by a user, trigger, or API key

• Added methods for getting and appending assignees to entities

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Generally available

• New Seal API methods to update reference field configs

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Release preview

• Enable “Placeholders” on templates to create editable entities that publish together in a change set
• Enable “Coupled” on instances to keep referenced entities in the same life cycle as their parent
• New “Entities in new change set” toggle controls whether referenced entities get their own change set

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Generally available

• Save and reuse field configurations with system-level presets
• “Submission” and “Step” reference field presets included by default

• Views show which template version an entity was created from
• Adding reviewers to a change set now updates for all users immediately

• Login flow automatically focuses the next input field

• Type @ in entity content to insert links to other entities
• New REVIEWED_BY property available in formulas
• Fixed /active links to correctly open the active version

• Hidden templates and instances now appear in filter dropdowns

• Direct Microsoft identity provider support on login page

• Scripts timeout after 15 minutes

• Neil AI: new model, real-time action visibility, undo button
• Fixed change set publish button loading state

• Fixed change set panel resizing with custom content

• Editable fields on published entities with live formulas
• Live reference fields can point to drafts
• New setting: limit references to pinned versions only
• Modify live submission fields without creating new drafts

• Use @field name syntax in reference and search field configs
• Create templates from draft types in the same change set

• “Make changes” button respects the type’s change set setting

• Event logs distinguish reverting drafts from moving between change sets

• Script logs show clear execution start
• Banner when viewing entities outside your current change set
• Faster routing to draft entities
• Create instance button in filtered views
• Custom content now lives on templates and instances

• Fixed workflow version caching
• Script logs scoped to entity
• Cleaner script UI

• Fixed toast notification for archived type change sets

• Test instances now reference draft versions correctly

• Hover to select entities in change sets
• Configure reference tables in entity previews
• Combined status and version selector in sidebar
• Type-level default for change set behavior
• Add published entities to current change set
• New script methods: newTypeId, newKind

• Stop button for Neil AI
• Entity count badges in change set selector
• Descriptive names required for new change sets
• Multi-select field improvements

• Neil can review change sets and leave feedback
• Custom text for entity links
• Release previews for Organization Admins
• Release notes accessible from navigation
• New script method: review_entity

• Rename and reorder view tabs inline
• Icons and system tags in filter suggestions
• Scrollable charts with grouping by select field
• Version changes show diff in change set overview
• Copy entity link button

• Prevent archiving types with active instances

• Simplified change set overview design
• New trigger: on publish Draft/Review/Validation → Published

• Script pages use full space with draggable divider
• Consolidated control buttons
• Improved visual design

• Neil AI can implement feedback - “Send to Neil” button on comments

• Spotlight search (Ctrl+K / Cmd+K) for quick navigation
• New context bar showing current system and change set

• Comments filter in audit log
• Comments API endpoint
• Auto-numbered headings in documents

• Simplified System Cards
• Fixed PDF export numbering

• Drag to copy cell values in submission tables
• Saved filters moved to filter icon in search bar

• Fixed entity status tags resetting after validation failure

• STATUS_TAG available as property in formulas

• Configure entities in views with draft entities
• Fixed PDF export timestamps
• allowUserGroups option for user fields

• Auto-save for Text and Number field values
• Entity-specific permissions via API and seal module
• Number format on formula fields
• searchEntities method in seal SDK

• Improved Neil response time
• Change set metadata inherits from contained entities
• Enhanced “View Only” banner

• Entity search suggestions
• Create type/template/instance from change set

• Create visualizations from saved search fields

• “Contributors” review phase only includes current version editors
• Renamed Checkbox to Checklist in doc content
• Select destination when removing entity from change set
• Warning prompt for unsaved changes

• Diff mode while previewing entities in change set
• Neil can read and update user fields

• Blueprints use existing types on title clashes
• search_entities includes transient systems
• Type setting for signing before reviews
• Allow users outside current system in user fields
• Update field config via API/Seal module

• Badge showing users notified in review phase
• Author/Contributor approval requirements
• Template review changes apply to new instances only
• Configure empty Select field options from table cell
• Organization Admins can remove users

• Fixed entity reference modal display mode
• Preview mode for entities in reference fields

• Cross-system access configuration
• Named and reorderable review requirements
• Updated review phase design

• Set entity type icon via API
• Convert entities between types with different content

• HTML file preview with interactive features
• Create new type API endpoint

• Group search results by change set
• Colored text and highlight in page content

• Upload files in global Neil chat
• Type into cells without focusing first

• Improved Neil AI documentation for better responses

• Sort in search string
• System vs global search toggle

• Systems - Workspace split into isolated Systems with per-system permissions
• Copy and paste in submission/reference tables
• Comments on entities and change sets

• Set active version API endpoint

• Keyboard navigation in submission/reference tables
• Script drafts added to parent change set
• create_from_reference_field seal module method

• Reference fields with ref(@ID) filter
• Improved diff view with color-coded changes

• Compare any two entity versions including drafts
• Pin up to three view groups
• Updated Python scripts environment

• Resizable page width with change set menu
• Get role information API/seal module method

• Entity view in view groups
• Side-by-side diff view
• ‘Open in New Tab’ moved out of three-dot menu

• Improved AI agent for questions and chat
• Agent can extract data to existing templates
• Change sets in recently viewed

• Sticky sidebar headers for contents/references/backlinks
• Formula lookups on submission fields

• Reorder rows in submission/reference fields
• Insert row at any point
• Sticky column names
• Improved search performance
• Triggers apply to all entity versions

• Globally unique test instance template indexes
• Submission field CSVs in PDF exports

• Formula lookups in draft/active version references
• Improved script instance creation UX

• Hover lock icon to see review requirement source

• Default template created with new types

• Updated free tier entity limits
• Default templates for types

• One-click entity creation in reference fields
• CREATED_FROM property for reference field entities

• Test entity detection via API/Seal module
• View all templates from type in side drawer
• Search templates/instances from side drawer

• Hide types from search by default
• seal.set_assignees() for scripts
• Favourites list for entities

• Revert draft changes from audit log
• Organisation-wide datetime format
• Split Layout for side-by-side content

• Add column fields to reference field tables

• Reference fields: Pills, File previews, Tables formats
• Show/hide all button for search columns
• onSchedule triggers for scripts
• completedAt timestamp for workflow tasks

• Rename fields via API/Seal module

• Improved Neil chart generation
• Strict mode moved to templates
• Create entities directly in reference fields
• Script autocomplete for Seal module functions

• Types as standalone entities with draft/publish workflow
• Fields added/deleted directly in submission tables
• Individual user and API key permissions
• User groups (renamed from roles)
• Entity rename from top bar
• Time & Date field format/timezone configuration

• Nested work instructions improvements
• Convert Submission to Reference fields
• Submit to submission field via scripts
• Formula @ symbol for properties and field names
• onMakeEditable trigger
• Export submission tables as CSV

• References section in change sets with warnings
• Hide version number setting
• Improved Saved search field setup

• Version dropdown navigation

• Detailed text changes in audit log
• Faster change set closing
• Submission field with type configuration
• Entity previews on reference field hover

• Field configuration from block menu
• Filter by reference/submission/script field contents

• Custom status tags for entities

• File previews in Reference fields
• Better script code formatting in audit log

• Hover user tags for email address
• NULL filter for empty fields
• Improved PDF list formatting
• Bulk file replacement
• Live script logs and cancel
• Charts in reference fields

• Edit status tags from type settings

• Validated number input fields
• Review reminder emails
• Training and review reminders from inbox

• get_workflows_referencing seal module function

• Search by entity kind (kind:template, kind:instance)
• Versioned work instructions
• New field type: Saved search

• Downloaded file names match original
• Delete tags via Seal Module
• PDF downloads (feature flag)

• Improved Change Set display for large sets

• Local timezone for date filters
• Cancel scripts
• In-app chat replaced with Plain

• Create new script from script field

• Filter by assignees

• Change set limit: 500 entities
• OOS warnings for submission field entities

• /active route for active entity version
• Checks with Review Requirements (script validation)
• Duplicate entity copies Work Instructions, Tags, Review Requirements

• Overwrite computed titles via API/scripts

• Individual user review requests
• Review replies in emails

• create_change_set seal module method

• File previews in page content
• Filter by submission source, created/updated dates
• Draft templates in submission fields

• Review approval details in change sets
• Improved datetime picker

• Get tags from API/scripts

• Filter by createdBy/lastUpdatedBy

• Multiple approvals per review phase

• Edit field titles from document content
• Viewers/operators can respond to reviews

• Draft templates in Work Instructions
• Review requirements on types

• Reorder views within view groups
• Copy link to block

• Script fields replace embedded script cards
• Archived entities filtered from inbox

• Triggers for scripts on system events
• Remove computed titles from instances
• Copy entity JSON
• JSON field type

• Work Instruction improvements
• Export views to CSV

• Test Change Sets
• Out Of Spec on text fields

• Configure organization homepage
• Reorder view groups

• Custom statuses on templates
• Negate type/statusTag filters

• Filter by custom status tags
• Scripts: add tags, add to change set, create draft

• Lookup submission fields in formulas
• Revert drafts to previous version
• dateAdd formula function

• Out Of Spec on select fields
• Resize images in page content
• Manage permissions for views

• Filter by field values (field:Number=5)
• Number field formatting
• Multiple status options for published entities

• Training requirements on templates
• Multi-line text fields with markdown
• Major/minor versioning for change sets
• Scripts: create instances, run other scripts

• Assign instances to users
• Default assignees on templates

• Hide default columns in search
• Select cells in formulas

• Work Instructions - connect templates into workflows
• Change sets - collection of drafts reviewed together

• Compare draft with published version in change set
• Improved review requirements configuration

• Submit instances to submission fields

• now() function in OOS expressions for expiration dates

• Active versions - pin specific version as active

• Real-time formula and OOS calculation previews

• Improved initial page loading and search performance

• Request training from any published version
• Out-of-specification expressions on Number/Formula fields

• Browser warning before navigating away with unsaved computed title changes

• All users can duplicate templates and instances
• Type conversion limited to Manager roles

• Distinct manage/operate modes - buttons hidden for Operators/Viewers

• Mode toggle for Builders/Operators
• Convert between compatible entity types

• Seal V2 is live