Release Notes: Tag exclusion filters, custom lifecycles, and inline properties · June 13, 2026

New Features

• Tag Exclusion Filters: You can now explicitly exclude specific plans, assignments, or resources from the planning grid using the new “Exclude Tags” filter.
• Saved Exclusions in Views: Custom Views now fully support saving and reloading your excluded tag configurations alongside your standard filters.
• Quote Documents Tab: You can now view and access generated documents directly from a new “Documents” tab within the specific quote’s workspace.
• View Quote Navigation: Added a “View Quote” button to the document detail screen to instantly jump to the document’s originating quote.
• Quote Indicators: The documents list now displays the linked quote’s name alongside the generation date, making it easier to identify specific proposals.
• Inline Quote Item Properties: You can now expand individual quote line items to add and manage custom dynamic properties directly from the quote editor. Use the global toggle in the table header to expand or collapse properties for all items at once.
• Custom Lifecycles: Administrators can now define custom lifecycles to enforce strict status workflows and transitions across records (like engagements and quotes).
• Dynamic Lifecycle Defaults: The platform automatically ensures only one default status exists per lifecycle. If a new default is set, previous defaults are automatically unmarked.
• Multi-Collection Lifecycles: A single lifecycle can now be mapped to multiple record types simultaneously, ensuring consistent statuses across the application.
• Automated Initial Status: Newly created records are automatically assigned their default status by the lifecycle engine.
• Strict Status Enforcement: Record statuses can now only be updated through authorized lifecycle workflow transitions.
• Status Transitions: Status changes undergo thorough validation to ensure all lifecycle workflow rules are followed.
• Search-Powered Engagements: The main Engagements list screen now uses fast full-text search, providing faster loading, typo-tolerant search, and improved filtering capabilities directly from the table.
• Secure Dashboard Metrics: Dashboard stat cards (Total Accounts, Active Engagements, Pending Quotes, Total Value) now automatically enforce access rules (ABAC), ensuring users only see totals for records they have permission to view.
• Mapping Field Autocomplete: Complex mapping fields in Settings (like Auto Numbering and Tag Category Restrictions) now feature intelligent autocomplete dropdowns.
• Tag Category Restrictions: Redesigned the Tag Category Restrictions interface to be a fully interactive, chip-based mapping tool instead of a static display.

Fixes & Improvements

• Document Loading States: Regenerating a document now displays a clear loading indicator and prevents duplicate submissions.
• Lifecycle Deletions: Automated cleanup now reliably deletes associated transition paths when a lifecycle status is removed.
• Graph Constraints: Added proper screen bounds constraints to the lifecycle graph editor to prevent nodes from being dragged off-screen.
• Document Sorting: Optimized document sorting and loading speed when viewing documents by quote.
• Authentication Diagnostics: Enhanced permissions diagnostics to help administrators troubleshoot user roles and access.
• Lifecycle Performance: Optimized lifecycle status storage to boost performance across complex workflows.
• ABAC Evaluation: Fixed an issue where Tag-Based Access Rules (ABAC) failed to correctly map user tag category IDs across collections, ensuring proper access restrictions across the application.
• Mapping Validation: Added robust inline error handling for complex mapping fields to prevent saving invalid or empty configurations.
• Secure Search Enhancements: Enhanced search key generation to properly evaluate multiple tag categories mapped to a single collection.
• Resource Planning Toolbar: Moved the Unassigned Roles button to the main planning grid toolbar for quicker access and improved visibility alongside sort and filter actions.
• Resource Planning: Added clear error messages and robust UI handling when loading resource plans, capacities, and lifecycles to prevent silent failures.
• Role Resolution: Optimized security rules to fall back to the user’s organization profile for role verification if token claims are delayed.
• Integration Mapping: Fixed an issue on the integration mapping screen to ensure form fields populate correctly.
• System Read Access: Fixed an issue where users could be denied read access to global tag categories and roles, ensuring dropdowns and search filters load correctly.
• Security & Access Control: Optimized access control evaluation speed and resolved permission checks for nested items.
• Role Resolution Fix: Resolved an issue where custom security roles referenced by full paths failed to resolve permissions correctly.
• Lifecycle Default Status: Fixed an issue that occasionally prevented default lifecycle statuses from being applied.
• Table Filtering: Improved table filtering logic when viewing scoped engagement lists for specific accounts.