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2022-10-29

New Features

  • [API] Added “equals any” option for automation rules on dropdown and checkbox fields, letting you check multiple values in one rule instead of creating separate rules for each option.
  • [API] Guests can now easily recover their login access using a new “forgot password” link that includes simple verification for security.
  • [API] Auto-Join automatically invites new signups from your company domain to join your existing organization instead of creating separate accounts.

Bug Fixes

  • [API] Tasks with only guest assignees now automatically include the process launcher, preventing them from disappearing from task lists.
  • [API] Guest users now receive cleaner email notifications without redundant reminders after completing tasks in multi-step processes.
  • [API] Fixed a rare error that could occasionally disrupt workflows, ensuring smoother and more reliable process automation.
  • [API] Fixed an error that prevented checklists from loading properly in the Tasks view for all users.
  • [API] Fixed custom organization logos now properly appearing in daily digest emails for a more personalized experience.
  • [API] Fixed automation rules to properly validate required fields, preventing errors when creating “if this then that” rules.
  • [API] Fixed search to now include archived processes in results, making it easier to find all your past work.
  • [API] Fixed guest email validation to prevent errors when processing multiple guest invitations with invalid email addresses.
  • [API] Added deletion tracking to activity feeds so you can see when templates and processes were removed for better audit trails.
  • [API] Fixed folder organization bug that prevented setting a folder as its own parent, improving system stability and file management.
  • [API] Fixed auto-joined users now getting the same helpful onboarding experience as invited users, ensuring everyone starts smoothly.
  • [API] Guests now receive a single consolidated email when assigned multiple tasks instead of separate emails for each task, reducing inbox clutter.
  • [API] Fixed outdated API documentation for creating processes to show correct data formats for different field types instead of just text strings.

Security

  • [API] Security Enhancement: Added name length limits and validation to prevent malicious redirects in email notifications while preserving legitimate names like “Dr. Smith”.

Performance

  • [API] Guest forms with many fields now load faster, reducing wait times when external users access your processes.
  • [API] We improved database connection efficiency to make Tallyfy faster and more responsive across all features.