Dynamic Templates Merge into Forms

Dynamic Templates can be merged under Forms! With DT Merge enabled, the Forms tab under Forms Administration will be completely inclusive of Dynamic Template capabilities. Existing DT data will be moved and synced within Forms, so that existing DTs will appear under Forms. New and existing tasks that had templates assigned to them will still have those attachments.

• The Rule section that was previously available in Dynamic Templates will be available in Forms.
• Under ‘Create a new task’, the Dynamic Templates option will no longer be available.
• To enable: Contact your Rival Admin to switch the UI setting for enabling merge DT with Forms.

Advanced Analytics

• We have updated the Access permissions and data visibility for Tier 2 Advanced Analytics users. Users with Tier 2 Advanced Analytics Access will not have the “Explore More” smart tile on the dashboard and will not see “Custom Dashboards” in the left-hand navigation.
• Key properties filters – On the Workflow Teams page, filters for Main Key Property Category and Key Property Category Value have been added. In Explore, these are under Key Property Categories > ‘Category Value’ and ‘Main Category’.

Dashboard Summary Updates

Employee Card updates based on Drop-down filter: The number displayed in the card now dynamically responds to event filter selections.

ROSI Icon Display

The ROSI icon was briefly appearing across the whole screen when loading before displaying at normal size. The issue has been resolved, and the ROSI icon no longer flashes with page loading.

Next Gen Forms Data Export Fail

(Fix deployed July 11) A client was unable to export Next Gen Form data into the “Excel – Form Data” report due to API query limits triggering server errors. The issue has been resolved by batching queries, and exports now complete successfully.

Create new users validation error

We resolved a critical bug affecting a client’s users who could not create new employees in Workflow after a system upgrade on 6/30/2025 due to validation errors linked to team privileges and required profile fields. A suggested workaround was not feasible due to security concerns, therefore a hotfix was deployed.

Event Summary UX Overhaul

Updates to Event Definition, Task Definition, Individuals Tasks pages, and dependency management will bring a more seamless and user-friendly self-service experience to Workflow.

Event Tree UI

The Workflow Event Tree hierarchy will be modernized to help users better view and manage the flow of the event tree.

OAuth API

(ETA staging July 31) Refactoring the GetFormIDs API endpoint will enable users to access the webservices page in eprise and ensure proper data retrieval and integration.