Updates

We’ve enhanced the import process to make working with relational data more flexible.

When importing child records that connect to a parent table, you no longer need to stop the import if the parent record doesn’t yet exist.

You can now:

• Match imported records to existing parent records

• Create missing parent records during the same import

• Define new parent details before completing the import

This is especially helpful when importing data like tasks tied to new projects, contacts tied to new companies, or orders tied to new customers.

By handling parent and child records in a single flow, this update reduces manual prep work and simplifies large relational imports.

Enterprise plans now include full API access for backups and restores.

You can:

• Trigger backups via API

• Trigger restores via API

• Monitor both using new logging endpoints

This makes it easier to automate safety workflows, integrate with external systems, or build custom recovery processes.

Every backup and restore is fully traceable, ensuring complete visibility into system activity.

We’ve rolled out design improvements to the Search Component, introducing a new Slip Popup design.

This update improves usability, clarity, and consistency across advanced search experiences.

You can now include the current date and time in PDF footers.

This makes it easier to track when documents were generated and helps support audit and record keeping needs.

The Task Management Component is now live, giving you the ability to manage, monitor, and control tasks directly within your app.

This feature is currently available on Elite plans and higher.

We’ve added several enhancements to Pivot Tables to improve search, performance, and navigation.

What’s new:

• Keyword search on specific fields
  Pivot Tables can now be searched using keyword search on selected fields.

• Server side sorting
  Sorting is now supported on any column, with sorting handled server side for improved performance.

• Connected pages support
  Connected pages are now supported on connection fields and within popup detail views.

We’re rolling out a new Equation Engine designed to improve reliability and consistency across equation based logic.

If you’ve experienced cases where equations occasionally skipped updates or didn’t refresh after a record change, this update is built to address exactly that.

Enabling the new engine is simple. Head to Support → General, where you’ll find the option to turn it on for your app.

Early feedback from roughly two dozen users has been very positive, with improved consistency across recalculations.

⚠️ Important note
If your equations rely on Auto Increment fields, we recommend testing carefully. These fields can behave differently under certain recalculation scenarios. As always, we suggest enabling the new engine in a test environment first before rolling it out broadly.

We’ll continue monitoring results closely and will share updates as adoption expands.

We’ve always provided tools to manage tasks inside the builder, but for many apps, tasks have become a core part of the end user experience. As workflows grow more complex, giving users direct visibility and control over tasks can be a major upgrade.

To support this, we’re introducing an app side Task Manager, including a Task Calendar and Task Component.

This lets you define exactly which tasks a logged in user can see and what actions they’re allowed to take.

Supported actions include:

• Viewing task logs

• Triggering tasks

• Terminating running tasks when permitted

As with many larger features, the Task Manager will initially be available on higher tier plans, with plans to expand availability over time.

You’ll be able to view the tasks in a list view like above , or even a calendar view with similar functionality:

We’ve made important improvements to Batch Update and Batch Delete actions to give you more safety, visibility, and control when working with your data.

What’s new:

• Each batch action is fully logged, including which user triggered it and exactly what was changed

• Every affected record is saved as its own backup

• Batch updates and batch deletes can now be undone when needed

⚠️ Performance note
This deeper level of logging adds additional processing. On very large datasets, batch actions may run more slowly. If performance is a higher priority, this logging can be optionally disabled.

New Date Filter Options

Working with date-based conditions just got easier. The new date filter options include quick selections for common relative date ranges:

• Last Week
• Is Not Last Week
• And other relative date filters

Visual Date Preview

Setting up complex date conditions can be tricky. The new visual preview shows exactly which dates will match based on the filters you define, making it much easier to validate your logic before applying it.

Why It Matters

• Faster Setup: Common date ranges are now one-click selections
• Reduced Errors: See exactly what your filter will select before applying it
• Better Validation: Verify your date logic visually instead of testing with real data
• More Intuitive: Understanding relative date filters is now visual and immediate