Release Notes

Task Details – New Task Management Experience

The redesigned Task Details experience is now available in Workflow, providing a streamlined, single-page interface for configuring and managing tasks.

• Default OFF – The feature is disabled by default to support a phased rollout.
• Enablement – Client Administrators can enable Task Details via: Admin > Settings > UI → Enable New Task Details
• Improved Configuration Experience – A more structured layout for assignments, dependencies, and task settings reduces navigation and simplifies task setup

Known Issues: Planned updates targeted for an upcoming release.

• Validation Messaging – Some validation messages may display internal labels or inconsistent formatting
• Background Check Tasks – Saving without required configuration may not display clear feedback
• UI & Layout Polish – Minor inconsistencies in spacing, labels, and scrolling behavior may appear

Learn more: Guided Tour | Help Documentation

Bulk Action – Forms Review & Approval

Bulk Action is now fully available and can be enabled by client administrators to support scalable, efficient form review and approval workflows.

• Enablement – Rival Administrators can enable Bulk Action via: Admin > Settings > Other: Enable Bulk Action for Forms
• Centralized Review – Review and approve multiple forms from a single dashboard
• Team Task Support – Includes team-assigned work in Bulk Action workflows
• Improved Preview & Reliability – More consistent preview experience before taking action
• PDF Signature Support – Approved forms now include signature details in generated PDFs
• Default Tab Support – Bulk Action loads correctly when set as a default dashboard tab

Known Issues: Planned updates targeted for an upcoming release.

• Reopened Tasks – Signature Display – Approval signatures may remain visible when a completed task is reopened
• Cloned Events – Dependencies – Modifying tasks in cloned events may impact Form Review dependencies
• Classic Forms – PDF Formatting – Some PDFs may include extra blank pages or shifted signatures
• Preview (Slow Networks) – Temporary display issues may occur while preview content loads
• Form Review Tasks – Admin Visibility – Administrators may see an error when opening completed Form Review tasks if they are not the original assignee

Learn more: Quick Start Guide

Forms

• Forms Library – Search – Added search to the Forms Library, allowing administrators to quickly locate forms by name, description, or owner. This improves navigation and efficiency, especially in environments with large form libraries.
• Smart Forms – Dropdown & Selection Display – Form-generated content now displays user-friendly values for dropdowns, radio buttons, and checkboxes, improving clarity in completed forms and documents.
• Smart Forms – Merge Field Formatting – Improved handling of empty merge values to prevent extra blank lines in generated content, resulting in cleaner, more professional document output.
• Smart Forms – Default Value Population – Fixed an issue where fields configured with default Employee ID (HRISID) did not populate correctly. Fields now prefill, persist, and display as expected throughout form completion and output.

Dashboard Summary

• Preferred Name Display – The Dashboard Summary welcome banner now displays a user’s preferred name when available, with a fallback to first name, supporting a more personalized and inclusive experience.

Task Management

• Task Tree – Filtering Stability – Improved layout stability when applying filters, ensuring the task tree remains readable and structured when managing complex workflows.

Employee Portal

• Portal Task Navigation – Improved reliability when completing or canceling tasks from the portal, ensuring users are returned to the dashboard without interruption.