Reorder Tabs on Forms

Administrators can now reorder tabs on forms without needing to delete and recreate them. This improvement makes it easier to adjust form layouts as needed, helping you maintain and update form structure more efficiently over time.

Reorder Tabs on Forms

Configurable Items Count per Page Views

We have updated activities on views to allow configuration of how many items are shown per page, with options for 10, 30, 50, or 100 items. This allows for more flexibility to reduce list length, improve visibility of views displayed below the main list, and tailor the experience to better fit their workflows. By default, views will continue to display up to 100 items.

Max Items Per Page

Supporting Documentation

Please refer to the following articles for further information on activities on views:

• Creating a Report View
• Creating a Form View
• Creating a Data Grid View
• Creating a Data Export View

AI Summarization Feature

AI Summarization is a feature that automatically transforms case data (including Attachment data) into clear, easy-to-read summaries, creating intelligent narratives, speeding up reviews, improving reporting quality, and helping ensure that case outcomes are documented clearly and consistently.

By default, users are allowed 500 summaries per day per org.

To use this feature, a new Summary button will appear on forms, enabling users to generate three AI-generated summary types:

• Chronological: Reconstructs a time-ordered sequence of events, ideal for audits, investigations, and internal reviews.
• Executive: Distills complex case information into a concise narrative focused on outcomes, accountability, and next steps—perfect for leadership or compliance reporting.
• Full: Provides a comprehensive, field-level breakdown for teams that need the entire picture, like risk, ethics, or legal reviewers.

Supporting Documentation

Please refer to the following articles for more information on the AI Summary feature:

• Enabling/Disabling the AI Summarization Feature on an Org
• Configuring the AI Summarization Section on a Data Definition
• Enabling the AI Summarization Feature on a Configurable Form

Sync Roles Using Push to Assessments

Users can now add roles when configuring synced fields on an assessment from the Fields to Sync column on the Admin: Edit Assessment screen. This allows roles to be pushed from the library to the assessment when using the Manage Assessments tab within a library object.

POST/user/authenticate/strategy API Update

A user validation check that revealed the existence of users has been removed from the POST/user/authenticate/strategy API.

Session Management Updates

To improve security, the behaviour for user sessions in Resolver have been updated to the following:

• Absolute Timeout Limit: The maximum length of time a single user session can be active is 24 hours.
• Refresh Counter Limit: The maximum number of times a session token can be refreshed is 100.
• There is no impact to the current Session Timeout setting.

Whichever limit is reached first will automatically log the user out, and they will need to log in again.

Portal Agent Improvements 

Portal Agent is now available for all users, and can be enabled on any Org through the Feature Access screen.

This release also includes several updates to improve Portal Agent’s capabilities:

• Updated the reporting flow for a more natural feel
• Improved conversational quality with better tool-call search, extractor optimizations, clearer inferred‑relationship behavior, email field extraction and validation, and reduced unhelpful prompts
• Tightened privacy and logging

Supporting Documentation 

Please refer to the following articles for further information on using Portal Agent:

• Portal Agent Overview
• Portal Agent Quick Start Guide

Bug Fixes

• Formula recalculation now correctly updates and persists impacted business unit counts across all incident objects.
• We have added the Georgian alphabet to the PDF export function to prevent users who export text in the Georgian language getting missing characters.
• The Advanced Search Load More button when searching for assessment clones will now search for more assessments instead of opening the object.
• An error will no longer show when filtering text fields while scoping an assessment.
• When data from required fields on assessments is removed, the required field icon will now turn yellow, in all workflow states.
• When an object type has both a direct relationship to another object type and an inferred relationship through that same object type, the user can now successfully delete and then recreate the relationship without encountering a 500 error.
• Vertical photos will now render on PDF exports.
• The object history will continue to show the user’s name when a user is tagged in comments.
• The Org name will continue to be included in the validation modal during Org import.
• Now, when editing a Portal user from the User Management: Edit User screen, the Portals tab is focused by default instead of the User Groups tab.