Release Notes

2022 December Actions Update

Released — 12/15/2022

On December 15, 2022, we will be removing the following actions from the platform. Please reach out to PagerDuty Support with any questions.

  • “Web: Web Traffic History” used to obtain traffic, rank and reach data for a website
  • “Web: Save Autosized Screenshot”
  • “Web: Save Screenshot at Specific Width and Height”

2022 June Security Release

Released — 06/14/2022

Catalytic deployed platform enhancements to improve security on June 14th, 2022. Included in these changes was the disabling of the “Update a User” action, which we determined was no longer in active use by our customers. This action will no longer appear as an option when building Workflows, and any already configured steps will result in a fix task indicating that the action is disabled.

2022 May Major Release

Released — 05/17/2022

The May Major Release focuses on workspaces, customization options, improvements, and bug fixes. The changes in this update post little risk to your existing workflows. Check out below what is being updated.

What’s new?

  • Added the ability to favorite a workspace
  • Added the ability to control who can view / access a workspace
  • Added the ability to customize the text on web form buttons; works with web form triggers and web form tasks
  • Added ‘contains’ to condition and expression options on fields

What’s been improved?

  • Added a new version of Workflow: Update a Workflow field action to better handle versioned Workflows
  • Added Workspace title to Process Detail view
  • Updated available timezones when configuring a scheduled trigger
  • Added missing user thumbnail icons
  • Added ability to click on the Workspace title in the Process detail screen (which takes the user to the Workspace screen)
  • Updated workspaces copywriting

What’s been fixed?

  • Prevented an issue when loading webforms that contain an inline data table in IE11
  • Updated consistency of data table and data table row IDs among all table types
  • Improved Scheduled Trigger timezone options by removing deprecated zones
  • Improved error handling in Workflow: Loop until condition is met action when incrementing Number of Loops Completed output field
  • Improved accuracy of workspace favorites list
  • Updated the field dialog to add a suffix to certain reserved field names to prevent issues when used in web forms
  • Updated web form session key to use search params for uniqueness
  • Prevented form submission while table field is loading or error
  • Updated default permissions for protected webforms
  • Fixed an issue preventing Workflow started audit log events from being logged if a large amount of runs are started by the same team at the same time
  • Improved handling for Webhook Trigger Body–Text field that exceeds the process field size limit
  • Improved handling for email trigger fields that exceed a process field size limit
  • Improved workflow permission settings

2022 March Maintenance Release

Released — 03/22/2022

We are planning to deploy our next monthly maintenance release on March 22nd. The changes in this update focus on general platform improvements and pose little risk to your existing Workflows. These changes will be available in our UAT environment starting March 14th.

2022 February Maintenance Release

Released — 02/22/2022

We are planning to deploy our next monthly maintenance release on February 22nd. The changes in this update pose little risk to your existing Workflows. The release will include the following updates:

What’s been improved?

  • Improved our action sense engine to make it more likely to auto-select the correct action based on the step name
  • Updated terminology and improved copy consistency throughout Catalytic
  • Updated the Workflow: Loop until condition is met action so the Number of Loops Completed field can be referenced within the loop instances

2022 January Major Release

Released — 01/18/2022

On January 18th we will release another major update to Catalytic. We focused this release on added builder enhancements, greater flexibility when customizing web forms, improved user onboarding, and made it easier for builders to debug their workflow. These changes will be available in our UAT environment starting Monday, December 13th. Read on below to learn more about what’s new, what is improved, and what is changing.

What’s new?

  • Added web form data to session data to save in-progress web forms
  • Added an integration to Appcues to provide in-app guide content
  • Added time zone support when configuring scheduled triggers
  • Added a Code Editor Input Component
  • Added support for a new and easier to use looping action
  • Added the ability for users to update a Fix task’s configuration in an active instance
  • Added ability to set admin, owner, and/or builder privileges for a group

What’s been improved?

  • Updated the UI to make it easier to manage related Workflow items
  • Add Last Modified Date and Last Modified By to Templates data table
  • Allowed sending an email address as a username when creating a user via SCIM
  • Added a message clarifying trigger behavior when viewing a Workflow draft in builder
  • Added the ability to hide a web form footer
  • Ability to save a web form link as an output field
  • Prevented default value from being cleared when switching between like fields
  • Add output fields for Web API actions that display the request body and request headers Improved the clarity of the “Created On” and “Last Modified” dates of Workflow Instances and Versions by replacing the “time ago” dates with - full dates
  • Added time zone support to Workflow: Create a scheduled trigger, Add timezone param to scheduled trigger
  • Updated Workflow cards to show the number of active instances

What’s been fixed?

  • Improved the message shown when Workflow edits are disabled because the setting requiring publish approval is turned on
  • Fixed issue preventing triggers created on a published version of a workflow from targeting future published versions
  • Prevented the builder screen from overwriting a referenced helper Workflow draft with the published version
  • Updates to the UI to consistently use the updated icon for Workflows
  • Prevented issue creating OAuth Integration Connections
  • Prevented an error message from showing when deleting a step and then quickly reordering steps
  • Improved validation for integer fields
  • Prevented navigation to invalid url after creation of Custom Integration
  • Fixed issue causing slow instance creation when using numeric field names
  • Prevent a fix task if all emails are marked as autosender emails
  • Ensured that imported inline helper Workflows are not included in search results
  • Removed versioning options for inline helper Workflows
  • Fixed an issue when using Excel: Look up data in columns with a spreadsheet with more than 27 columns
  • Improved column ordering to handle numeric field names
  • Ensured that snoozed tasks are canceled when a run is canceled
  • Improved step changes helper to handle non-string field type values
  • Fixed issue preventing all tasks of a run from being visible to a user that has access to a large number of workflows
  • Fixed issue causing a scheduled trigger to start a run when edited if its initial scheduled time was in the past
  • Fixed issue allowing Workflow: Start another Workflow to use a deactivated user as the instance owner
  • Fixed issue preventing certain app steps from being testable
  • Updated versioned Workflows to move triggers from a published draft to the root version of the Workflow
  • Added new versions of Email: Send an email and Email: Wait for reply to ensure that email open tracking fields have valid field names
  • Reduced error rates when processing large files
  • Fixed issue with instance table ownership allowing tables to be owned by multiple instances
  • Added password type functionality for custom actions
  • Fixed issue causing new integrations to sometimes cause existing integrations of the same type to stop working
  • Prevented table-like fields from not being copied on workflow start
  • Fixed an issue where pressing “Enter” within a Short Text field can accidentally submit a web form in some web browsers
  • Ensure table permissions reflect latest published workflow and not the original workflow version

2021 November Maintenance Release

Released — 11/08/2021

On Tuesday, November 9th, we will push a Maintenance Release which focuses on bug fixes. The changes in this update pose little risk to your existing workflows. Check out below what is being updated:

What’s been fixed?

  • Improved action manager handling of manual tasks assigned to guest users
  • Improved performance when searching for items in the global search screen
  • Improved performance when rendering large Workflows on the Builder screen
  • Prevented an error that prevented you from importing a field from a parent Workflow into the configuration of an inline helper
  • Improved efficiency when loading data for the builder screens
  • Added validation to inform the user when they upload a file larger than allowed by the platform

These changes will be available in our UAT environment on Monday, November 1st. As a reminder, we have no release scheduled for December, but a major release is scheduled for January 2022 which will include new features, improvements, and bug fixes.

2021 October Maintenance Release

Released — 10/08/2021

On Tuesday, October 12th, we will push a Maintenance Release which focuses on bug fixes. The changes in this update pose little risk to your existing workflows. Check out below what is being updated.

What’s been fixed?

  • Fixed an issue causing delayed automated actions to send email notifications when starting
  • Updated the performance when completing a lot of tasks by preventing the task detail from continuing to check for status updates after it closed
  • Fixed an issue that was preventing the creation of OAuth Integration Connections
  • Improved the security of javascript dependencies used in field formula actions
  • Fixed an issue that was preventing navigation to the correct url after the creation of a Custom Integration

These changes will be available in our UAT environment on Monday, October 4th.

2021 September Major Release

Released — 09/08/2021

We have a major Catalytic release planned for September 7 that will include a number of new features and enhancements that will improve the Catalytic user experience. The release will also include two required security updates that may impact some of your existing workflows. Read on below to learn more about what’s new, what is improved, and what is changing.

BREAKING CHANGES

Due to required security updates, we will be implementing two changes that may impact some of your workflows. The potential breaking changes are in the following actions:

  • Text: Find dates and date times - In the previous version of this action, certain relative dates (tomorrow, yesterday), were parsed incorrectly. Depending on the time of the day the action ran, Yesterday and Tomorrow would return the current date, instead of the intended relative date. The version upgrade now reflects correct behavior, however, this change may impact your current workflows, depending on your configurations.

  • Emails - The format of the plain text version of emails may change and will now include more new lines.

We recommend that you test your Workflows that utilize these two actions in our UAT environment prior to the release. Our release will be available in UAT beginning August 10, 2021 and remain available until the release is deployed to your production team September 7, 2021.

What’s new?

  • Added new Visualize your Workflow as a Flowchart
  • Added the ability to create an empty Data Table in the UI without a file upload
  • Added a new Audit Logs screen in Admin Team Center
  • Added support for Access Token Inputs in Workbench Actions
  • Added Application Table for Instances Started per Workflow per Day
  • Added Application Table for Tasks Completed per Workflow per Day
  • Added support for Workbench Integration and Connection Actions
  • Added support for Workbench Webhook and Polling Triggers

What’s been improved?

  • Added sheet number param when appending data to a table
  • Add support for giving users admin, owner, and/or builder privileges through groups
  • Extend emailed webform permissions to include a Confidential option
  • Added a Confidential option for emailed webform permissions
  • Added support for Workbench Integrations and Triggers
  • Added the ability to export Audit Logs

What’s been fixed?

  • Fixed a bug that preventing workflow versions from hiding their master tables by default
  • Fixed handling of parsing yesterday in certain cases in Text: Find dates and date times action
  • Created a new version of Start another Workflow action to support setting run owner to user’s email address
  • Added support for searching with a single numeric keyword
  • Added support for empty string validation
  • Updated table rows query to improve performance
  • Prevents an error page from showing when viewing a resource that includes a Field with certain types of validation patterns
  • Prevented fields modal from opening on click of browser back button
  • Fixed an issue that prevented process data tables from loading when a run was createdBy the system user
  • Fixed issue causing Images: Optical character recognition (OCR) to create output fields with incorrect casing
  • Restored the correct color for the snooze control on the task screen

The release updates will be available in our UAT environment for you to preview August 10. During this scheduled time, we expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes, as well as any updates to the items that will be included in the release.

2021 July Maintenance Release

Released — 07/13/2021

We are planning to deploy our next monthly maintenance release on July 13, 2021. The release will include the following updates:

What’s new?

  • Added Application Table for Groups
  • Added Application Table for Integrations
  • Added Application Table for Triggers

What’s been improved?

  • Added permission configuration for webforms

What’s been fixed?

  • Prevented webform submission while field is in loading state
  • Added support for selecting multiple files when configuring actions in builder

The following updates will be deployed to our UAT environment June 28, 2021 throughout the day. During this scheduled time, we expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes, as well as any updates to the items that will be included in the release.

2021 June Maintenance Release

Released — 06/08/2021

We are planning to deploy our next monthly maintenance release on June 8, 2021. The release will include the following updates:

What’s been improved?

  • Improved validation error message for user fields
  • Enabled a file picker when configuring actions that include a file parameter
  • Updated login screen images
  • Added Multiple File field options to Table select action configuration

What’s been fixed?

  • Updated the step testing screen to show a table input when the step references a table field
  • Prevented an error when loading the dashboard in a team without active instances
  • Prevented an error when viewing an old instance generated while testing a step in the builder UI
  • Updated the Instance Fields screen to only highlight errors when interacting with a field
  • Improved data table menu styles within the context of a modal
  • Prevented filter and sort preferences from reverting to defaults when navigating to the Home screen via the navigation bar
  • Added read-only instructional field to data tables
  • Improved scrollbar styles for tables
  • Fixed issue causing process versions to each show their master tables in table browser
  • Fixed issue causing CSV: Create spreadsheet for each unique value to hang if the file contained only unprintable characters

The following updates will be available in our UAT environment June 1 throughout the day. During this scheduled time, we expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes, as well as any updates to the items that will be included in the release.

2021 May Major Release

Released — 05/21/2021

We are planning to deploy our next major release to all users on May 11th, 2021. Our UAT testing environment will see changes in advance on April 12th, 2021. The release will include the following updates:

What’s new?

  • Added the ability to organize Workflows into Workspaces
  • Added columns endpoint to determine headers from CSV and Excel files
  • Added Instance fields modal route
  • Added instances grid view
  • Added actions to configure data table and data table column user access in platform UI
  • Added the ability to pin important fields
  • Added a Milestones section to the Instance screen

What’s been improved?

  • Added the ability to associate an imported Workflow with a given workspace
  • Added a new version of the Workflow: End this Workflow action to support optionally cancelling all active sub-Workflows when ending a parent Workflow
  • Updated the workspace endpoints to return information about the number of Workflows associated with each workspace
  • Increase timeout for table filtering actions
  • Added Table fields to Merge Tables action configuration
  • Ensured inline helper Workflows are organized in the same workspace as the Workflow they belong to
  • Updated a few pieces of the workspace UI based on design feedback
  • Improved the workspace screens to reflect updates as Workflows are moved around
  • Updated markdown parser to allow safe HTML
  • Updated menu component styles
  • Improved platform performance under sudden load
  • Improved platform reliability when clients export many tables from table pages
  • Adding sorting by favorites for workflows
  • Improved usability around workspace navigation and management
  • Added additional optional configuration options to the webform trigger
  • Improved behavior on the Workspaces list screen
  • Add table field validation

What’s been fixed?

  • Added support for deleted users in the users application table
  • Ensure that unused fields are removed when deleting a step
  • Improve reliability of scheduled triggers and delayed tasks
  • Fixed issue delaying deletion of instances if workflow owner was deactivated
  • Added full support for defining output fields for Custom Actions
  • Added view param to public readable fields
  • Miscellaneous fixes to data table export API
  • Resolve issues when custom actions include null values in a choice field thats not required
  • Upgraded several Apollo and GraphQL packages which may resolve an issue submitting a webform
  • Removed trigger element for disabled and readOnly token picker inputs
  • Fixed issue preventing display of copied table from mirroring the source table

2021 March Maintenance Release

Released — 03/16/2021

On Tuesday, March 16, we will push our March maintenance release which focuses on platform improvements. Our UAT environment will go live with these changes on Monday, March 8th.

What’s new?

  • Added CSV action column references
  • Added Excel action column references
  • Added column references for table actions referencing tables via handlebar values

What’s been improved?

  • Prevented unnecessary polling queries when the browser window is not focused
  • Removed snoozed tasks from active task list for completed instances
  • Added validation for column references using app name
  • Improved performance of teams when executing a large number of actions
  • Fixed issue causing max task processing capacity in the platform to be reduced over time
  • Fixed issue that prevented workflows with colons in the column names from being imported

2021 February Maintenance Release

Released — 02/16/2021

Hi Catalytic customers and partners. Our February maintenance release is here and on schedule. Take a look at what is new, improved and fixed.

What’s new?

  • Added column reference support to “Tables: Compare two tables” action

What’s been improved?

  • Enabled the Try It tab for actions that use an integration
  • Update token picker styles
  • Allow creatable input when adding table columns

What’s been fixed?

  • Updated task panel to allow linking to fix tasks
  • Updated builder to show the correct label for Long Text fields
  • Update date time format default parameters
  • Prevented a crash in Safari and iOS browsers when configuring an action with a column name input
  • Update columnName param to be correct type
  • Improved reliability of Excel actions
  • Prevented a crash when testing a step that references certain trigger fields
  • Prevented a crash when the user loses permissions to see a Workflow they had favorited
  • Added validation for tableID before attempted table creation
  • Removed files from input file list when a file is deleted
  • Removed contact link from webform footers
  • Improved date field and date and time field formatting using moment library

These changes are currently live in our customer sandbox environment.

2021 January Major Release

Released — 01/19/2021

We are planning to deploy our next major release on January 19, 2021. The release will include the following updates:

What’s new?

  • Added support for a new team-level setting that requires approval in builder when publishing a new workflow version
  • Added Workflow: Publish a Workflow action
  • Added ability to rename active instances
  • Added the ability to test an action from a workflow in builder and try out an action type from the Discover Actions screen

What’s been improved?

  • This change will add the ability for users to specify a timezone when finding available meeting times for attendees via outlook
  • Added support for multipart/form-data request with Web-API actions
  • Improved reliability of Excel actions
  • Updated Jira integration authentication method
  • Added additional columns to the Process Templates application type data table
  • Improved login redirects for authenticated users
  • Allow uploading an image file directly to the rich text editor
  • Improved performance of interaction with workflow master tables
  • Allowed manual tasks to be assigned to a dynamic text field reference
  • Improved process versioning options in builder
  • Support saving raw Webhook Trigger request body as Field on Instance
  • Update home page design
  • Improved handling and retries of intermittent errors
  • Added icons to data deletion and system trigger notification actions.
  • Improved binary encoding of files in the Web API action
  • Added filter by selected person to list screens
  • Updated home screen salutation for consistency with daily summary emails
  • Added Last Start Date column to process application table

What’s been fixed?

  • Improved stability of End Workflow action
  • Fixed issue with invalid field names when sending a request to a webhook
  • Improved stability of Salesforce: Opportunity status change trigger
  • Updated user lookup to be case-insensitive in Workflow: Update owner
  • Prevented returning user.token from endpoints that don’t need to return it
  • Ensure that reminder emails for webforms with custom reply-to addresses also have the configured custom reply-to
  • Prevented an error when displaying the Successful Instances data table for a batch process configured with the “Use workflow via field” option
  • Prevent a conflict when handling a step name that is formatted as a UUID
  • Improved reliability of Workflow: Start another Workflow output field names
  • Improved reliability of Tables: Maximum data in a column and Tables: Minimum data in a column actions when working with decimal data
  • Fixed issue preventing filtering on Excel spreadsheets with a column name of ‘0’
  • Prevented a crash when loading an action with specific types of code blocks in its markdown content
  • Fixed issue with Excel: Filter action that did not retain original cell values
  • Improved IE 11 page header styles
  • Fixed issue not respecting raw CSV data when using Excel: Copy to insert a CSV into an XLSX
  • Added ability to not have headers lowercased in Web API actions to support integrating with APIs that are case sensitive on headers
  • Fixed Web API actions when using non ID file encoding formats without file fields
  • Fixed handling of Excel and CSV Files with upper case extensions

During this scheduled time, we expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes, as well as any updates to the items that will be included in the release. Our release will be available for preview in our UAT environment beginning December 15, 2020.

2020 November Maintenance Release

Released 10/17/2020

We are planning to deploy our next monthly maintenance release on 11-17-2020. The release will include the following updates:

What’s new?

  • Added a markdown editor to make it easier to configure rich text content in builder

What’s been improved?

  • Added support for copying and pasting field references in builder text fields
  • Show the API-defined icon for an action type if available
  • Use new Field component for default value field configuration input
  • Added decimal format to number view within data tables
  • Updated field labels to show more accurate type
  • Improved performance of OCR action, especially when dealing with upside down text

What’s been fixed?

  • Fixed an issue in the Discover Actions screen where actions outside the selected category showed in the list
  • Updated Start Instance button to correctly be disabled when appropriate
  • Improved field configuration modal rendering
  • Fixed an issue that prevented a user from clearing a default file field when starting an instance
  • Fixed incorrect number label within data tables

The following updates will be deployed to our UAT environment 11-09-2020 throughout the day. During this scheduled time, we expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes, as well as any updates to the items that will be included in the release.

2020 October Maintenance Release

Released — 10/13/2020

We are planning to deploy our next monthly maintenance release on 10-13-2020. The release will include the following updates:

What’s new?

  • Added new Predictive Models user interface
  • Implemented the ability to copy and paste steps
  • Added the Conditional Block action type to the quick add menu in builder
  • Added the ability to annotate a workflow in Builder using Headings and Notes
  • Added encoding to webform referrer url query params to allow webform chaining
  • Added runID query params to successful webform referral url

What’s been improved?

  • When the Login screen loads, the email input will be focused automatically, so you don’t need to click on it to start typing
  • Allow users to reorder steps within an inline block
  • Refreshed email content
  • Improved user experience related to changing a user password
  • Switching between single and multiple choice now keeps options
  • Improved performance while searching
  • Added options to email web form action to allow specifying redirect URLs, query parameters, logo, and/or favicon for emailed forms
  • Added choice input fields to automated actions
  • Added choice fields to Dates: Format a date time and Text: Find text next to other text
  • Added an option to allow webhook triggers to be started with a GET request.
  • Added text/html to the list of supported content-types for webhook trigger custom response.

What’s been fixed?

  • Updated copy for when user removes a field
  • Fixed “Not Found” message layout
  • Fixed bug where non-required fields with expression validation configured became required when a value was entered in the input and then deleted
  • Prevented an issue where deleted instances of a workflow caused the workflow detail screen to not show any instances
  • Use an action’s name for its output field prefix parameter value when a newly-created action defaults to a type that uses it
  • Prevented an error message from appearing when configuring a handlebar references within a webhook trigger
  • Prevent modern browsers from autocompleting password input fields
  • Improved ability to reference files stored in email trigger file attachments data table
  • Fixed issue causing a deleted run to show a blank row in its master table

The following updates will be deployed to our UAT environment 10-05-2020 throughout the day. During this scheduled time, we expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes, as well as any updates to the items that will be included in the release.

2020 September Major Release

Released — 09/15/2020

We are planning to deploy our next major release on September 15, 2020. The release will include the following updates:

What’s new?

  • Added new Azure Blob Storage: Upload a file action
  • Implemented Quick Menu Button when building to insert a step
  • Added new default behavior that makes it easy to add actions to a Workflow that run sequentially
  • Added Instance Fields section to Workflow Builder
  • Support uploading multiple files at once

What’s been improved?

  • Preserve relevant action configuration values when changing action type
  • Updated breadcrumb text to provide consistent and predictable UX
  • Added label and description to output field input for Custom Actions
  • Updated switch input styles to be more visible
  • Moved process data tables from settings to instance detail screen
  • Added status to list item on Workflow Detail screen
  • Removed duplicate buttons found in empty states
  • Added new more stable version of text/position-match action
  • Updated to use the current Workflow display name when naming a Workflow export .catalytic file instead of the original Workflow name
  • Updated builder to automatically assign the step name as the output field prefix for actions that output fields
  • Moved Dependencies and Conditions into the builder screen
  • Updated the builder Fields panel to include fields from recent runs of the Workflow
  • Improved the error messaging for Field: Field Formulas action
  • Added label and description to output field input for Custom Actions
  • Added ability to select Integration by field reference

What’s been fixed?

  • Fixed hang when field doesn’t exist in Update a Workflow field action
  • Added full support for defining output fields for Custom Actions
  • Added ability to create a predictive model to Instance detail screen
  • Added support for importing Workflows that reference themselves
  • Added ability to create a predictive model to Instance detail screen
  • Fixed Date and DateTime formatting in data tables and updated default Date and DateTime format
  • Restored the Share Webform menu option on the builder Settings screen
  • Improve performance when searching on list screens
  • Restored search list behavior that recalls previous filter settings when returning to a page.
  • Hide a subworkflow’s Triggers and Fields section when showing its actions inline
  • Improve Fields panel integration with runtime fields, showing updates after running a test, and including fields across nested workflows
  • Updated Styles to address overflow on builder steps and height property not being correctly displayed in IE11.
  • Improved reliability of using output fields from app steps as form fields on webform or manual steps

During this scheduled time, we expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes, as well as any updates to the items that will be included in the release. Our release will be available for preview in our UAT environment beginning August 18, 2020.

2020 July Maintenance Release

Released — 07/14/2020

We are planning to deploy our next monthly maintenance release on 07-14-2020. The release will include the following updates:

What’s new?

  • Added a new Fields panel that shows alongside steps in the builder screen

What’s been improved?

  • Add gallery picker for creating a workflow.
  • Blank template will include options to set permissions for newly created Workflow.
  • Moved Workflow trigger and fields configuration from Settings screen to Step List screen
  • Task modals close upon successful task completion.
  • Task Action Buttons are being moved from the bottom of the Task Detail Screen component to the header and 3 dot menu.
  • On close of the Task Panel, all notifications will be marked as read.
  • Open the Start, Test, and Instance detail screens in modals when starting and testing a workflow.
  • Added “Workspace” Parameter to all powerBI actions
  • Added new version of Tables: Average data in a column with updated output fields
  • Added support for referencing an integration user in an app step via handlebars
  • Updated SFTP trigger file size output field to use system file size in Catalytic as value

What’s been fixed?

  • Fix issue with permissions of file created by Text: Create text file
  • Remove an unwanted “div” label that showed up in the workflow Versions dialog.
  • When reopening a task in a modal, the modal will stay open while navigating to the new task.
  • Fixed an issue with auto-populated multiple choice fields on webforms
  • Fixed an issue where fields from the email/send-form action would display on webform
  • Fixed an issue where the manual Assign task to a person action would not display in action search results
  • Improved empty state on run detail screen
  • When a user attempts to submit a form with an empty, required, unfocused number input, that input will show invalid styling.
  • In a full screen test task, the test mode banner will extend to the left edge of the browser window
  • Ensure background screen does not change when opening a modal task.
  • Ensure comments work in a task modal that renders over an instance detail screen
  • Included the Field Choice option when paired with a Multiple Choice -type field in the other term.
  • Added new version of SharePoint: Upload a file that handles invalid name characters
  • Removed unused form fields from date actions
  • Added ‘All’ option for Line break formatting in Text: Remove blank spaces

The following updates will be deployed to our UAT environment 07-06-2020 throughout the day. During this scheduled time, we expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes, as well as any updates to the items that will be included in the release.

2020 June Maintenance Release

Released — 06/16/2020

We are planning to deploy our next monthly maintenance release on 06-16-2020. The release will include the following updates:

What’s new?

  • Task Panel notifications
  • Action help

What’s been improved?

  • Improved Empty State screens to display possible actions for a user
  • Improved user experience when configuring workflow conditions
  • Improved task completion experience by opening task in a modal
  • Updated default filters for easier navigation on the following screens:
  • Workflows: Owned by me –> Owned by anyone
  • Workflow Instance List: In Progress –> Any Status
  • Instance: Status is Active –> Any Status
  • Instances: I started –> I'm participating In

What’s been fixed?

  • Improved accuracy of batch output tables for batch actions that start versioned sub-processes

The following updates will be deployed to our UAT environment 06-08-2020. During this scheduled time, we expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes, as well as any updates to the items that will be included in the release.

2020 May Major Release

Released — 05/19/2020

We are planning to deploy our next major release on May 19, 2020. The release will include the following updates:

What’s new?

  • Allow adding Data Tables to Webforms
  • Added the Discover Actions section in the Action Picker
  • Added new versions of the Email: Wait for reply (formerly Email: Assign an email task), Email: Send an email, and Email: Send a web form actions
  • Added new integrations including:
  • Box
  • Trello
  • Google BigQuery
  • Google Analytics
  • Google Calendar
  • YouTube
  • CircleCI
  • Gmail
  • Slack
  • GitHub

What’s been improved?

  • Added support for including authorization headers with request redirects from imported actions
  • Added permissions configuration options to the Workflow Settings screen
  • Improved accuracy of Active Instances metric
  • Improved how field limits get applied on runs

What’s been fixed?

  • Update Oracle Sales Cloud app name to standard convention
  • Fixed an issue when changing a process data retention policy that prevented scheduled deletion in rare cases
  • Support “number” type fields as a dependent field of a predictive model
  • Fixed various IE11 errors
  • Filter options should display as expected after resizing browser
  • Long text should not overflow and break screen layout
  • Fixed an issue where user invites could be sent to disabled users

During this scheduled time, we expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes, as well as any updates to the items that will be included in the release. Our release will be available for preview in our UAT environment beginning April 21, 2020.

2020 March Maintenance Release

Released — 03/31/2020

We are planning to deploy our next monthly maintenance release on 03-24-2020. The release will include the following updates:

What’s new?

  • New Triggers v2 screens
  • New action to convert Excel files to CSV

What’s been improved?

  • New version of ‘Excel: Populate template’ to improve ease of use
  • New version of ‘Excel: Create spreadsheet from data table’ to improve ease of use
  • New version of ‘Excel: Extract data’ that supports returning data in a data table or JSON field
  • New version of ‘Excel: Remove duplicates’ to improve ease of use
  • New version of ‘Excel: Combine’ to support combining spreadsheets in different ways
  • Improve usability of ‘Excel: Insert a data table into an Excel template’
  • Improve reliability and usability of ‘Excel: Save spreadsheet to data table’
  • Improve usability of ‘Excel: Lookup’
  • Improved usability of ‘Excel: Filter’
  • Improved error message for file permissions errors when exporting a Pushbot
  • Add internationalized units for insights screens
  • Improve performance of importing data tables from files

What’s been fixed?

  • Fixed issue preventing run owner notification when replying to email sent by Pushbot
  • Fixed an issue where processes with Data Deletion Policies could not create draft processes
  • Fixed issue that would convert dates in a data table into integers when inserted into Excel
  • Fixed issue that prevented Excel filters like !== “ from working
  • Ensure Copy button tooltip renders in modals
  • Fixed an issue to disable the field configuration modal on a step when a user does not have edit permission to the process
  • Fixed an issue so that the first column in a data table will only be frozen for larger screens
  • Inline action blocks now start out collapsed, and only expand after the user clicks on them (improves performance)
  • Improved handling of Excel sheets using R1C1 cell references
  • Improved reliability of importing processes with references to data tables with newlines in column headers
  • Updated to allow users with process edit permissions to view the default value of restricted process-level fields
  • Improved reliability when versioning processes with inline helpers

The following updates will be deployed to our UAT environment today. During this scheduled time, we expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes, as well as any updates to the items that will be included in the release.

2020 February Maintenance Release

Released — 02/19/2020

We are planning to deploy our next monthly maintenance release on 02-19-2020. The release will include the following updates:

What’s been improved?

  • Improved task descriptions for Excel: Start Process for each row and Tables: Start Pushbot for each row actions when using inline helper Pushbots
  • Improved error messages generated when a workflow is unable to process an Excel file
  • Improved Field Validation error messages and added descriptions to the Entry Validation and Error Message inputs.
  • Local search lists should no longer display gaps when list items are null.
  • Triggers list page has been restricted to admin users (The link can be found on the Admin Team Center page).
  • Added the ability to select an option from a list when configuring action parameters that have a fixed set of valid options

What’s been fixed?

  • Prevented issue where Excel Join help documentation did not appear in UI
  • Removed unnecessary error message from empty required file fields
  • Added support for pasting a list of newline-separated options into a Choice field
  • Uploaded files require a name and size greater than zero to be considered valid.
  • Prevented an issue where multiple inline steps with the same name would be expanded at the same time
  • Fixed an issue when a user would not be able to add a trigger to a Pushbot that did not have any steps
  • Prevented an issue where the wrong run would open when clicking on an inline action task
  • Improved flexibility when adding a previously unused field reference in an action configuration input
  • Prevented an issue where the Use Pushbot by name picker would select a specific version instead of using the latest published version

The following updates have been applied to our UAT environment. During this scheduled time, we expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes, as well as any updates to the items that will be included in the release.

2020 January Major Release

Released — 01/21/2020

We are planning to deploy our next major release on 1-21-2020. The release will include the following updates:

What’s new?

  • Created a new action (Excel: Join) to merge data between two spreadsheets
  • Added support for configuring an inline batch process
  • Added new versions of the Tables: Start Pushbot for each row and Excel: Start Process for each row actions to support new iterators UI
  • Added support for configuring and running subprocesses as structural blocks

What’s been improved?

  • Improved performance, reliability, and compatibility of the following Excel actions:
  • Excel: Combine action
  • Excel: Lookup
  • Excel: Extract cell data
  • Excel: Create spreadsheet or CSV file
  • Excel: Insert a data table into an Excel template (also remove action specific limits)
  • Updated the action list layout to show counter icons below the action name
  • Added additional built-in fields to process master tables
  • Updated the Save & Close button to apply to actions within an iterator
  • Include fields from the process that owns an iterator when showing the handlebar picker
  • Improved performance of batches
  • Improved the relationship between layers of a Pushbot with iteration
  • Improved performance and reliability of exporting a data table through the UI
  • Web forms now link to Catalytic’s WWW site, Contact Us information, and Privacy information.

What’s been fixed?

  • Added ability to re-authenticate OAuth connections
  • Improved reliability of Tables: Compare two tables action
  • Prevented certain existing fields from not showing when added to a form
  • Fixed an issue where CSS Animations were not animating (modal view sliding in and out, loader spinning, etc.)
  • Fixed an issue where app generated fields would incorrectly display on new process versions or duplicated processes
  • Fixed an issue where reoccurring triggers scheduled for midnight UTC were not correctly being recreated
  • Fixed error when apply retroactive permissions change to instances with malformed field data
  • Upgraded Basic Math implementation
  • Fixed a bug where empty values appear as options within the Choice and Multiple Choice fields.
  • Fixed a bug where selecting a single value for a Choice field in a task form did not save the selected value
  • Fixed regression where falsey field values such as 0 were not saved in field inputs
  • Updated formula implementation
  • Invalid inputs will smooth scroll into view only if they are not already in view

During this scheduled time, we expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes, as well as any updates to the items that will be included in the release.

2019 December Hotfix

Released — 12/18/2019

We will be deploying the following update outside of our scheduled monthly release:

  • Fixed an issue where action generated fields were not being created correctly for new process versions or duplicated processes

For this update, we expect Catalytic to remain operational with no downtime.

2019 November Maintenance Release

Released — 11/19/2019

We are planning to deploy our next monthly maintenance release on 11-19-2019. The release will include the following updates:

What’s new?

  • Added the ability to select tables and processes from a list when configuring a Pushbot’s actions

What’s been improved?

  • Added custom OAuth2 integration creation - beta
  • Improved reliability of integration refresh
  • Updated to allow users to specify an alternative SharePoint drive in upload and download actions
  • Added support for sandbox integrations with imported actions
  • Custom actions are available in the new Builder screens

What’s been fixed?

  • Fixed pasting cells into data tables
  • Restored the ability to reorder Pushbot-level fields in a versioned Pushbot
  • Improved readability of read-only fields on the Pushbot Settings screen
  • Improved the layout for date inputs when shown on a small screen
  • Fixed bug prevent batch tasks from completing
  • Improve error handling when adding an invalid integration
  • Fixed bug where default process permissions were not applied to new fields
  • Fixed an issue where tasks could get stuck
  • Generate a Fix Task when summing column in non-existent table
  • Allows custom integration connections to be selected from Web API actions
  • Added ability to select custom integrations when configuring Web API action steps
  • Fixed an issue where confidential fields would display as &bull in data tables
  • Redirect old help site to new help site
  • Improved reliability of manual task open
  • Improved stability of export and import Pushbot functionality
  • Fixed an issue with the latest OCR so that it now supports PNG/image files

During this scheduled time, we expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes, as well as any updates to the items that will be included in the release.

2019 October Major Release

Released — 10/22/2019

We are planning to deploy our next monthly release on 10-22-2019. The release will include the following updates:

What’s new?

  • Added new integration with CircleCI
  • Added new integration with Google Analytics
  • Added new integration with Google BigQuery
  • Added new integration with Google Calendar
  • Added new integration with Gmail
  • Added new integration with Lever
  • Added new integration with Paylocity
  • Added new integration with Trello
  • Added new integration with YouTube
  • Added new integration with Zoom
  • Added new integration and actions to interact with Amazon S3
  • Catalytic Community

What’s been improved?

  • Prevent scheduled triggers from creating infinite loops
  • Updated Excel parsing
  • Improved SFTP error handling
  • Improved loading speed of Login screen
  • Added links to processes from process type tables
  • Improved usefulness of fix tasks for Browser Automation actions
  • Improved reliability of user permissions to process editing
  • Improved layout and field reference highlighting when configuring inputs on the build screens
  • Improved performance when loading the list of actions for a Pushbot
  • Improved handlebar highlighting to work with fields that include an underscore
  • Improved stability of Tables: Apply filters when running newer versions of action following usage of an older version
  • Improve reliability of Browser: Select option from drop- down menu
  • Improved error response when an Integration fails to add properly

What’s been fixed?

  • Prevent error if user’s full name contains (
  • Updated Pushbot: Reopen task and reset dependent tasks action to properly complete after opening a task that is not an upstream dependency.
  • Enforced permissions for process versioning controls
  • Prevented feature flag errors when creating or updating steps
  • Fixed an issue with adding team specific integrations in new Integrations UI
  • Prevented a rare issue enabling action buttons on the task screen
  • Prevented an issue starting a run in the old build UI
  • Fixed an issue where user profile pictures were elongated in list views
  • Fixed an issue where the invite button’s plus sign was grey
  • Fixed an issue on mobile where search input was not full width
  • Fixed an issue where tabs had an unexpected left border
  • Fixed an issue where users were not able to reuse a deleted field name reference
  • Included trigger-generated fields in the field picker
  • Fixed an issue that allowed Pushbots to have empty display names
  • Updated email actions to allow deadline configuration in the build UI
  • Fixed a crash when updating team
  • Fixed an issue preventing Outlook triggers from being deleted
  • Improved error response when an Integration fails to add properly
  • Fixed integration screen for imported actions
  • Improve field deletion when fields contain a default value

During this scheduled time, we expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes, as well as any updates to the items that will be included in the release.

2019 September Major Release

Released — 09/24/2019

We are planning to deploy our next major release on 9-24-2019. The release will include the following updates:

What’s new?

  • Added the ability to export a process from the Pushbot Settings screen
  • Added beta data tables experience for some users

What’s been improved?

  • Enforce step and task limits
  • Improved reliability of predictive model training
  • Improved performance of process details page
  • Improved stability when starting many instances at the same time
  • Removed automatic email sent when email trigger starts a Pushbot
  • Added help documentation to Action Library
  • Changed comment mention emails to include full name instead of user name
  • Added support to Sterling integrations for Sterling Direct accounts

What’s been fixed?

  • Ensure Tables: Start a Pushbot for each row completes if a data table has empty rows at the end
  • Improved consistency of app step inference in build interface
  • Fixed an issue where the new build UI Save button did not work in Firefox
  • Improved readability of Webform screen description
  • Improved reliability of table actions
  • Prevented an issue when creating a file field with no default value in the new build UI
  • Fixed status check on Admin Team Center screen
  • Fixed issue with Embedded Webforms causing logouts
  • Ensure deleting a process deletes the associated master data table
  • Updated several action types to show the correct output fields during Pushbot configuration
  • Updated UiPath integration to use standard API endpoints per latest UiPath swagger file
  • Prevented issues when loading embedded webforms
  • Updated the Save & Close button to trigger a save on the currently open action
  • Prevented a scenario where fields in an Email: Send a form action could not be reordered
  • Upgraded SSO infrastructure
  • Fixed DocuSign send from template action when saving drafts
  • Fixed issue when updating CSV files with trailing empty columns that are missing
  • Improve performance of process edit page
  • Included trigger-generated fields in the field picker
  • Updated the UI’s Multiple Choice field type to be consistent with how the previous UI worked.

During this scheduled time, we expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes, as well as any updates to the items that will be included in the release.

2019 July Maintenance Release

Released — 07/31/2019

We are planning to deploy our next monthly release on 7-30-2019. The release will include the following updates:

What’s been improved?

  • Visual improvements to “Instances Completed” chart on team’s Dashboard
  • Updated our iconography look-and-feel and tightened up our list layouts
  • Render step configuration tooltips as Markdown beta enhancement
  • Updated validation text when a user enters a field name that already exists beta enhancement

What’s been fixed?

  • Fixed an issue where process editing updates were saved out of order beta fix
  • Fixed an issue with tooltips in pop ups beta fix
  • Remove the correct condition when editing a step’s condition configuration beta fix
  • Improve error handling when a custom action task is misconfigured
  • Fixed issue that occurred while editing Conditions, in which the options would appear underneath the modal window. beta fix
  • Fixed an issue where app generated fields were appearing on webforms
  • Fixes an issue where process metrics did not display accurately for process versions beta fix
  • Prevented certain output fields from showing up in the list of Form Fields when configuring a Send a Form step. beta fix
  • Ensure only active users can become process owners
  • Improved email error handling

We expect Catalytic to remain operational with no downtime. As the release nears, we will communicate here any changes to this planned release.

2019 July Hotfix #2

Released — 07/16/2019

We will be deploying the following update outside of our scheduled monthly release:

  • Prevented an issue where single sign-on users were unable to access beta functionality

For this update, we expect Catalytic to remain operational with no downtime.

2019 July Hotfix #1

Released — 07/11/2019

We will be deploying the following update outside of our scheduled monthly release:

  • Added the ability to manually complete a delayed task

For this update, we expect Catalytic to remain operational with no downtime.

2019 July Major Release

Released — 07/09/2019

We are planning to deploy our next monthly release on 7-9-2019. The release will include the following updates:

  • New build screens available to beta users
  • Optimized and compressed our icon library for faster download speeds
  • Updated the action, Tables: Count rows, to make its output fields available in the Select a Field dialog
  • Fixed a Pushbot Favorites alignment issue
  • Added long word wrapping to Webform descriptions
  • Prevent locking the task form if a minor server side issue occurs
  • Improved action configuration fields
  • Fixed evaluation of query string parameters for webforms
  • Made user avatars clickable from Task/Instance detail pages
  • Added support for multiple attachments for email actions
  • Improved blockquote style on task screens
  • Support expanding/collapsing Pushbot Settings section by clicking on header
  • Suppress loading bar on iOS
  • Style updates to task list buttons
  • Improved stability for reopen task action
  • Prevent text from being clipped on Login page in Edge browsers
  • Display Complete Manually button when there is no task assignee
  • Improvements to how we display names when mentioned in comments
  • Render plain text in task list items instead of user generated markdown.
  • Fixed an issue where menu items are not accessible if data table display name is too long
  • Validate files before replacing a data table

2019 May Hotfix #5

Released — 05/24/2019

We will be deploying the following update outside of our scheduled monthly release:

  • Added a new version of DocuSign: Send an envelope from a template and DocuSign: Upload and send a document for signatures to support output fields and improve stability

For this update, we expect Catalytic to remain operational with no downtime.

2019 May Hotfix #4

Released — 05/23/2019

We will be deploying the following update outside of our scheduled monthly release:

  • Improve internal error handling of failed SSO logins

For this update, we expect Catalytic to remain operational with no downtime.

2019 May Hotfix #3

Released — 05/21/2019

We will be deploying the following updates outside of our scheduled monthly release:

  • Prevent the Pushbot Category and Owner fields from being truncated.
  • Restore the ability to configure field Text, Choose One, and Choose Multiple defaults in Microsoft Edge and IE11 browsers.

For this update, we expect Catalytic to remain operational with no downtime.

2019 May Major Release

Released — 05/15/2019

The latest Catalytic release has been successfully deployed and includes the following updates:

  • Improved performance and stability of SFTP upload action
  • Increased the number of tasks a team can be running simultaneously
  • Improved schedule trigger durability
  • Improved reliability of Text: Find Dates and Date-Times action
  • Improved the loading performance on Instance Detail and Task Detail screens
  • Improved reliability of integration token refreshes
  • Improved inferral of action types
  • Added Wrike to the Integrations screen
  • Improved naming of instances started by Tables: Start process for each row
  • Better handling of files with no rows in a CSV: Update file with another file
  • Improved login handling for deactivated accounts
  • Added the ability to manually open delayed and pending tasks from the Task Detail screen
  • Improved stability when inviting users
  • Improved stability when instance contains large number of large files
  • Update version of PowerPoint slide generator
  • Remove usernames from search listings
  • Improved performance of the Task Details form entry
  • Added prompt for users when closing modals with un-saved form data
  • Updated empty data tables to show column headings
  • Prevented mouse wheels from changing numeric fields unexpectedly
  • Updated progress bars to show as green when instance is completed
  • Removed file extension from pre-populated data table names
  • Updated display of invalid dates within a data table
  • Added new “action order” default sort option to Instance Detail screen
  • Improved performance of buttons loading on Task Detail screen
  • Added a new UI component for toggle list items
  • Prevented conditional fields from overwriting data table field values
  • Updated modals to animate in and out consistently
  • Improved data table user experience in IE11 browser
  • Improved performance when loading data on the Task Detail screen
  • Added new icons for Sterling, I-9 Advantage, Dayforce, and Fieldglass integrations
  • Improved performance of Task Detail screen
  • Added Sterling Talent Solutions integration
  • Added space after @mentions in comments
  • Improved look and feel of notifications
  • View release notes by selecting your photo and choosing ‟What’s New?〞
  • Improved reliability of Outlook triggers
  • Improved stability when creating fields
  • Improved messaging within the Task Details view if you’re viewing a completed task but don’t have access to re-open it.
  • Improved the ‘toggle’ component to be more performant and reliable
  • Improve performance when interacting with the app UI, especially on slower machines, IE11, and Edge.
  • Reduces the likelihood that Catalytic emails will be marked as spam by proxying all of our links through the same .pushbot.com domain.
  • Added invoice icon for integration
  • Added headers to file downloads
  • Updated UI for adding data tables and editing fields in data tables
  • Added drill-down links to data table columns within a data table
  • Updated Excel: Save spreadsheet to table action to honor the column types of the destination data table
  • Improved reliability of form inputs
  • Added better support for instances with a large amount of comments
  • Updated Community hyperlink

2019 May Hotfix #2

Released — 05/11/2019

We will be deploying the following update outside of our scheduled monthly release:

  • Improved stability of instances with long comment threads

For this update, we expect Catalytic to remain operational with no downtime.

2019 May Hotfix #1

Released — 05/01/2019

We will be deploying the following update outside of our scheduled monthly release:

  • Updated Word: Create a Word document action to handle empty file fields

For this update, we expect Catalytic to remain operational with no downtime.

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