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October 28, 2026 Release Notes

Records

  • Verify after an override: With “Prevent same employee verification” on, a manager who overrides a step can still verify the record afterwards. This includes records already waiting on verification after an override.
  • French record capture: When you complete a record in French, the validation messages, date picker, section badges and “Sign above” prompt are in French, and dates use French format. Most of these also appear in Spanish.
  • Required field messages clear: Once you fill in missing required fields, the error banner and “is required” messages clear. The Submit confirmation shows only current errors.
  • Fewer unsaved changes prompts: If you leave a record without changing it, you aren’t asked to save. This holds even when a selected supplier or product has been updated since the record was saved.
  • Removed defaults stay removed: A default value you remove from a multi-value select stays removed when the record is reopened.
  • History tab View menu: The View menu on a record’s History tab lists the tab’s columns, and you can save your column choices.
  • Clearer validation messages: Form validation messages use the same plain wording as the rest of the app.
  • Keyboard access to summary cards: You can reach and press the summary cards on list pages with a keyboard, and screen readers announce each card with its count.

Tasks

  • Task count follows filters: The count under the Tasks table follows your current filters, including site. The open tasks line above the table has been removed.
  • Natural sorting in Assign To: The Assign To list on Tasks and Schedules sorts in natural order, so Team 2 comes before Team 10.

Forms

  • Assign forms to many sites: You can assign a form to thousands of sites at once. A large assignment can take up to about 100 seconds to finish.

Schedules

  • Schedules follow site access: Site Admins and Team Leads can create or move a schedule only on sites they have access to.
  • Today in Schedule Preview: For a schedule that starts today, Schedule Preview includes today’s run.

Reports

  • Saved views on grid forms: You can save report views on forms that have an ingredients-style grid, with the grid columns showing.

Resources

  • Site changes are Org Admin only: Only Org Admins can change which sites a product, supplier, document, form, employee or other record belongs to. This applies on the Edit page and in Bulk Edit.
  • All Sites for organization-wide records: A record assigned to the whole organization shows its full site tree in the Sites popup. It reads “All Sites” on its page and in Edit.
  • Sites search is kept: The Sites page keeps your search when you come back to it from the side menu or the breadcrumb.
  • Accurate Lots count: The count on the Lots list matches the rows shown.
  • Category deletion explained: If a product category can’t be deleted because a recipe still uses it, the message names that recipe.
  • Edit resources on a phone: The Product, Customer and Recipe edit forms fit on a phone screen, so you can link suppliers and edit ingredients from your phone.

People and Teams

  • Edit teams on a phone: The Team edit form fits on a phone screen, so you can remove team members from your phone.

Supplier Management

  • File names in single-file categories: On a supplier’s Documents > Categories view, a category with one file shows the file name, the same as a category with several files. Requires the Supplier Management module.