Releases

Improvements

Matrix view

• A renamed dimension can now be reset to its original name in a single step.
• Labels on measure and dimension cards now consistently show the type of field behind each card, so the layout is easier to read at a glance.
• The Matrix view is now only offered for forms that can actually use it. Forms without a quantity field no longer show it as an option only to report that they are not compatible.

Interactive table 2.0

• Messages you dismiss in the table view now stay dismissed after you reload the page or come back later.

Bug Fixes

Matrix view

• When a facet dimension is hidden, its card now shows which value is selected by default, not just "Default Selection".
• Fixed an issue where deleting a row, or discarding a new draft row, left an empty row behind in the table.
• Hiding the rightmost column dimension no longer leaves a small gap when several column dimensions are shown.
• Options in the facet dimension dropdowns now show the correct pointer when you hover over them.

Drafts

• Resolved an error that could prevent drafts from being submitted when one of them belonged to a form that had been deleted or was no longer visible to you.
• Fixed a case where submitting drafts could fail when a draft sub-record belonged to a parent record that had since been deleted. The draft is now flagged as invalid so you can see it can't be submitted.

Improvements

Interactive table:

• Database admins can now make the interactive table the default for a database in the database settings. New databases use it by default.
• The interactive table switch has moved to a more visible place in the Views panel, and a short hint shows new users that they can edit directly in the table.
• When a required reference field can only point to one record, new rows now fill it in automatically, just like the data entry form does.

Automations:

• Automations can now be triggered by a date field. You can run an automation on the field's date, or a set number of days before or after it.

Form designer:

• The field palette has been redesigned with new icons for each field type, so you can find the field you need more quickly.

Other:

• If you try to save a record while you're offline, ActivityInfo now explains that the server couldn't be reached and suggests saving it as a draft. Previously you saw a general "An error occurred on the server" message. Records are no longer quietly queued to be sent later.
• Text in Ethiopic scripts, such as Amharic and Tigrinya, now displays in a matching font.

Bug fixes

• Fixed an error that occurred when clicking a column header in an empty or loading table.
• Fixed an issue where the toolbar disappeared after saving a record as a draft while offline.
• Validation rules on optional subforms are no longer applied when the subform has no records.
• When importing, a value that doesn't match a reference record now shows a matching error instead of "This field is required".
• Duplicated databases now keep their serial number prefixes.
• Records entered offline in a form that was deleted before syncing no longer block your other offline changes from being sent.

Improvements

Interactive table:

• When you submit drafts that are related to other draft records or subrecords, the submit window now shows a breakdown of the valid and invalid drafts. Allowing you to submit only the valid chain of records. Previously, one invalid draft blocked the whole submission.
• Form and folder cards on the database page now show how many drafts are saved locally, so you can see at a glance where there are unsubmitted records.
• Parent records are now highlighted as drafts when they contain draft subrecords for better discoverability of drafts. The subform cell also displays a surtitle when drafts are present.
• You can now add new rows straight from the table. Use the "+" buttons in the record status column to insert a row exactly where you need it.
• When a table has no records yet, it now shows a screen with two buttons: one to add a new record directly in the table, and one to add it using the data entry form.

Accessibility:

• ActivityInfo now provides improved accessibility for screen reader and keyboard-only navigation. Pages have a clearer structure and announce their headings when they open. Data entry forms read out field labels, descriptions, required status, and errors. Dialogs, dropdown menus, side panels, and date and month pickers support keyboard navigation. Colors have been adjusted to meet WCAG minimum contrast requirements, and zooming is no longer restricted for users who rely on screen magnifiers.

Other:

• Organizations that manage users through an identity provider (SCIM) can now have users de-provisioned automatically in ActivityInfo when they are removed from the identity provider.
• The MCP server can now create, list and add records to sub-forms.

Bug fixes

• Fixed an issue where translating a very large database could fail at the end of the job. Translations are now saved in batches, so large databases translate reliably. If a job is interrupted, it continues from where it stopped.
• Fixed an issue where text columns with exactly 128 different values could show blank cells in the table.
• Failed webhook deliveries are now retried separately, so a webhook endpoint that keeps failing no longer holds up your other automations.
• Automation emails that the mail provider refuses, for example because of an invalid address, are no longer retried over and over.
• Fixed an issue where the MCP server returned a server error for requests it doesn't support, instead of a clean error message.
• Database user API calls with an invalid user ID now return a clear "User not found" error instead of failing unexpectedly.

Improvements

• Single select fields and calculated fields that return text can now be used as lookup fields for a reference field.

Bug fixes

Collection links

• Rejected submissions no longer save part of their data. Submitting the same record again, for example after a lost connection, now succeeds instead of showing an “already submitted” error.
• When the server is busy, a submission may be saved a moment later. This no longer shows an error, and the submission is saved even if the link is closed in the meantime.
• The installed offline collection link app no longer hangs on “Syncing” when the server is temporarily unavailable.

Data entry

• In a form with several User fields, only the first dropdown showed options until you picked a user in it. Now every User field dropdown shows its options straight away.

Interactive table

• Draft changes to subrecords are now submitted when you submit the parent record.
• A cell whose relevance rule is based on a required field now shows as not relevant until a value is entered in that required field.
• Reference dropdowns now show the valid options when a validation rule refers to the field by its code or label.
• You can now adjust the width of the right-most column.

Import

• Import validation now takes pasted values into account when a validation rule aggregates over a multiple reference field.

Automations

• Power Automate automations now show the correct names for triggers and steps in the Automations editor instead of “Untitled”.

Translations

• Translated messages no longer show doubled apostrophes, for example “Supprimer l’’enregistrement”. And “Draft” is now translated consistently in every language.

Bug fixes

• Webhooks and email notifications could be delayed by several hours when many records were imported or submitted at once. This is now fixed, and slow or rate-limited webhook endpoints no longer delay other automations. Any automation delays will also be shown on our server status page.
• Fixed a few issues affecting reference lookup value matching when pasting or filling down in the table.

Performance Improvements

Large tables and forms

• Opening and paging through tables on large forms (hundreds of thousands of records) is now dramatically faster, including on later pages, not just the first.
• The record index and other table-wide views load in a fraction of the time they used to on large forms.
• Reopening a view or page you've already loaded recently now returns near-instantly, since recent results are reused instead of being recomputed from scratch.

Record detail

• Opening the detail panel for a record with many related sub-records is now noticeably quicker.

New Features

Background jobs

• A new notification button shows the live progress of your exports and imports. Long-running jobs can now be tracked easily in the notification section.
• Closing the import dialog and allowing then to check progress or download the result from the notification button at any time.
• Very large exports are now handled on dedicated processing capacity, so they complete reliably instead of timing out.

Improvements

Matrix view

• Individual measure columns can now be hidden from the Matrix view, with a single button to bring them all back.
• Editing a record from the Matrix view's side panel now works even when a row label represents several records grouped together.
• Row dimensions can now be converted into facet filters directly from the column header menu, with the option to hide them at the same time.
• Row dimensions and measures in the Matrix view can now be reordered and saved in a custom column order to match your own reporting templates.

Interactive table 2.0

• Double-clicking any cell in the table view now opens the record detail panel automatically, including field descriptions and validation messages.
• Draft records and committed records with draft values are now visually highlighted in the table display, making them easier to spot.
• The Submit button now appears only when there are drafts to submit, prompts you once a draft is ready, and clearly reports when some drafts couldn't be submitted.
• A new "My drafts" button shows your draft count and lets you filter the table down to just your drafts.

Imports

• Importing records is now substantially faster, particularly for large imports.

Bug Fixes

Matrix view

• Corrected a case where cells that shouldn't apply to a given row were not greyed out, allowing invalid values to be entered.

Data entry

• Resolved a case where a reference field's dropdown could show options that should have been filtered out, and could bypass a role's permission restrictions, when the field it depended on hadn't finished lo
• Eliminated a rare timing issue where submitting a corrected record could navigate you back too far, or show a "no valid drafts found" message when referencing an unsubmitted draft.

General

• Addressed an error that could occur when looking up multiple reference values at once through the API.

Roles and permissions

• Admins can choose which roles a user manager may assign or remove, even if the manager lacks those permissions. For example, your IT team can assign the Finance Director role without having budget-approval rights. You can also restrict a user manager to only the roles you list.
• Every user now has a role. The special “database owner” can be replaced by a role that can be assigned like any other. Add the existing owner account in User management and assign it a new role to replace the current database owner.
• Role permissions are now edited in a pop-up window instead of the side panel. The side panel shows a short summary of a role's database-level permissions, with an Edit permissions button to change them. Each resource grant has an edit icon that opens a pop-up with Permitted operations and Record & Field Level Permissions.
  See the full documentation.

Improvements

• The performance of reference record matching has been improved.
• On the install page for an app collection link, each language now appears in its own language (for example “Français”, “العربية” and “Português”).
• The Kinyarwanda glossary has been updated with corrected terms.

Bug fixes

• Removing a user from a database no longer breaks records that reference them. Those records still show the user's name, while the user no longer appears in the user list and cannot access the database.
• Parent columns can now be set to a constant value when importing into a subform.

Bug fixes:

• Fixed an issue where Reviewer only fields could incorrectly invalidate relevance and validation rules that referenced them in data entry for users without the “Edit ‘Reviewer only’ fields” permission.

• Fixed an issue where formulas referencing subform fields did not correctly default to the subform field code.

• Fixed an issue where a selected view could randomly revert to the default view.

• Fixed a crash in the table display that could occur when field-level conditions were combined with a grant permission that denies access to a subform.

• Fixed an issue causing some MCP tool calls to fail with a "Session not found" error.

Bug fixes:

• Fixed an issue where the collection app could retry a failed submission indefinitely, generating excessive requests and unnecessarily consuming the user's mobile data.

Bug fixes:

• Fixed an issue where MCP connections could appear connected but stop working silently after an access token expired or was revoked.
• Disconnecting or revoking an authorized MCP app now immediately revokes its access and removes it from the "Authorized Applications" page in the user's account settings.
• Fixed an issue where automations could fail and show errors in the run history if a form’s fields were changed while a trigger event was still being processed.
• Fixed an issue where calculated fields and default values could briefly display data from fields the user did not have permission to view before the record was saved.

Improvements:

• You can now add a "Filter by non-blank" option to table view columns, alongside the existing "Filter by blank" — quickly show only rows that have a value for a given field, or see at a glance how many do.
• Matrix views now let you customize the column labels for measures, instead of always showing the default label.

Bug fixes:

• Addressed a performance issue where, on forms with a large number of records, having draft records would cause slowness.
• Fixed an issue where pasting data copied from Excel into an interactive table could shift values into the wrong columns, if a cell's text visually overflowed into an empty neighboring cell in the spreadsheet.
• Addressed an issue where an XLSForm import with a formatting error would fail silently and keep retrying indefinitely instead of stopping and reporting the error to the user.
• Fixed an issue where risk reports were sent in Russian regardless of the recipient's profile language setting.

Improvements:

• Added an "Import" button to the matrix view, so you can import data without switching to the table view first.
• Added tool annotations to the MCP server (title, readOnlyHint, destructiveHint, openWorldHint), so it displays correctly in the OpenAI and Anthropic tool directories.

Bug fixes:

• Fixed merge synchronization failing when a form referenced in the sync had been deleted.
• Fixed large imports that could fail with a "payload size exceeds the limit" error.
• Fixed SCIM provisioning stores the IdP userName (UPN) as the user's email instead of the emails attribute.
• Fixed the MCP server tool clearing existing values in single- and multi-select fields when updating them.

Bug fixes:

• Fixed an issue where an automation could silently skip its action step after a database write conflict, while still showing the run as "Succeeded" in the run history.
• Fixed an issue where the print record view duplicated the first selected reference when a form contained more than one reference field pointing to the same form, instead of showing each field's own selection.

Improvements

• You can now add multiple rows to a matrix view at once, instead of one at a time.
• Matrix views can now hide columns that are irrelevant for a given row, instead of showing them as blocked/disabled cells.
• Matrix views can now be exported to Excel exactly as they're displayed on screen.
• The MCP server's form building tools (addForm, addFields, insertFields, updateFields, listFields) now support designating key fields — serial number fields are automatically treated as keys — and setting validation, relevance, and required rules using ActivityInfo formulas. Formulas are validated on save, with clear feedback if a rule is invalid.

Bug fixes:

• Addressed an inline table bug where filling down or pasting values into more than one lookup column of a reference field at once could fail to resolve the reference.
• Fixed an issue in data entry where reviewer-only fields were displayed with borders to non-reviewer roles.
• Addressed a server error that occurred when submitting a draft record together with a related draft record.
• Fixed an issue where starting a new automation from a form's Automations tab did not preselect that form as the trigger, requiring users to pick it again.
• Improved performance for forms with a large number of fields by removing duplicate relevance columns from table and record panel queries, which were inflating query size and slowing down table views, record panels, and printing — especially on tablets.
• Fixed an issue where exporting a report to Excel failed if the pivot table.
• Resolved an issue where the app did not automatically sync an updated form schema after coming back online.
• Addressed an issue in the form designer where the Duplicate/Delete menu for a field could be used while another field's card was still open.

Improvements

• Matrix views can now be sorted by measure columns and rows, in addition to dimension labels.

• Facet selections saved to a matrix view now work correctly across different locales when the form uses field-level translations — filtering by a translated value returns the same results in every language the view is opened in.

Bug fixes:

• Addressed an issue where SEARCH() formulas used in a reference field's validation rule were not applied correctly in the interactive table, allowing invalid values to pass validation.
• Fixed a server error that occurred when a reference field's validation formula aggregated values through another reference field (for example TEXTJOIN combined with SEARCH).
  Addressed an issue where the TEXTJOIN function ignored the specified delimiter for multiple-select fields and always joined values with a comma.
• Fixed an issue where adding an ad-hoc TEXTJOIN() formula directly in the table view failed, even though the same formula worked when added as a calculated field.
• Fixed a crash that occurred when a report combined filters and lookups on a calculated table in certain conditions.
• Fixed an issue where the importer did not refresh to show the new form's records after switching to a different source form partway through an import.
• Fixed an issue where a lookup field's new name only appeared in the form designer once the mouse hovered over it, instead of updating immediately after a rename.
• Fixed an issue where exported "all quantities" files omitted the referenced form's name from column headers for reference fields inside subforms.

  Matrix view:

• Fixed a crash that occurred when opening a matrix view whose relevance rule referenced a field that had since been deleted.
• Fixed an issue where clearing a cell's value in a matrix view did not save a blank draft, leaving the cell empty.
• Required cells are now visibly marked in matrix views, making it clear which records are still incomplete.
• Fixed an issue where quantity measures disappeared — and drafts could no longer be entered.

AI Assistants

We have launched an MCP (Model Context Protocol) server for ActivityInfo, enabling AI assistants like Claude, ChatGPT, Mistral, and Gemini Enterprise to connect directly to your databases. Instead of exporting data and pasting it into a chat, your assistant can explore forms, run pivot analyses, enter and edit records, build reports, and manage translations within the permissions of the user who authorized it.

Key points:

• Opt-in per database, disabled by default; a database owner must explicitly enable it under Database Settings > Security.
• No new access is granted: an assistant only ever sees and does what the connecting user's role already allows, plus a read-only/read-write scope you choose at authorization time.
• Full visibility and control: review every connected assistant, see when it last accessed data, and revoke access at any time from Account Settings > Authorized Applications.
• Everything is audited: actions taken by an assistant are logged against the authorizing user's account.

See full setup guides and permission details in this documentation.

Introducing Automations

ActivityInfo's automations now support multi-step workflows instead of single webhook calls.

With Automations, you can build workflows that start with a trigger, such as a record being added, edited, or deleted. You can then chain together one or more steps to create the workflow you need:

• Filter: Continue only when specific conditions are met, for example when a record's status changes to Approved.
• Email: Send a notification to a specific user, or everyone with a given role. Messages support Markdown formatting and can include values from the record.
• Webhook: Send record data to an external system. Choose the 4.0-compatible format for existing integrations, the Standard format for the complete record including calculated fields, or a Custom payload to match your integration.
• Chat notifications: Post a message to Google Chat or Microsoft Teams when a record changes.

Combine these steps in any order to build your workflow. For example, filter high-priority records, email the assigned reviewer, then post a summary to Google Chat.

If you already have webhooks configured, they will keep working exactly as before. Automations now also trigger on imported records.

See the full documentation, with tutorials and examples, here:

Improvements

• Added the ability to copy forms and folders into an existing database, so form designs can be reused without rebuilding them from scratch.
• Improvements to field-level conditions: For roles with field edit conditions, the fields will appear as read-only in the data entry interface.

Bug fixes

• Fixed an issue where saving a draft record with a multi-line text value over the character limit could cause the table view to load indefinitely.

Improvements

• Added Tajik (tg) as a supported system language.

• Added the ability to record audio directly through the attachemnts field. This works on the web version and mobile version and also within the mobile data collection app, instead of needing a separate recording app and uploading the file afterward as an attachment. Recording works offline like the rest of mobile collection, syncing once a connection is available.

• Database designers can now move a folder — along with everything inside it — to a different folder or to the database root.

• Improved the performance of reference and multi-reference field editing in the interactive table. Along the way, this also fixed a batch of related issues:

• Drafted values not appearing immediately in the record panel when typing quickly into a new row.

• Being unable to discard drafts in reference or multi-reference cells.

• Selections made in the multi-select dropdown not being saved to the table.

• Reference dropdown filtering ignoring a user's edit restrictions.

• Reference dropdown filtering breaking when search text used capital letters.

• The Esc key not closing the multi-reference dropdown.

• Dropdown translations not updating after switching locale.

• Matrix cells only capturing the first typed character during quick edit.

• Users with the reporting partner role being able to see reference records they shouldn't have had access to.

Bug fixes

• Addressed an issue where the offline collection link app on iOS could get stuck showing the "install the app" prompt after being added to the home screen.
• Fixed an issue where the audit log export filter only listed folders, not the individual forms inside them, when filtering by resource.
• Fixed an issue where selecting a group of records sharing the same location in the map view could show incorrect information in the record detail panel instead of the expected multi-record selection.
• Addressed an issue where background sync could silently revert unsaved changes to a table, map, or matrix view back to its default.
• Fixed an issue where the "Edit record" button stayed disabled in the record panel for new draft rows.

Bug fixes

• Addressed an issue where a serial number field placed inside an irrelevant section could cause a valid, submittable record to be incorrectly flagged as invalid in the table and data entry views.
• Fixed an issue where the attachment preview button became unreachable when the file name was too long.

Improvements

• Added a Cerbuano language in our system.

Bug fixes

• Fixed an issue where users with field-level edit permissions saw an incorrect "no permission" message on read-only fields when editing an existing record.

Improvements

• Improved the matrix report view so that higher-level column headers stay in view while scrolling, as long as their corresponding lower-level headers are still visible.
• Facet selection changes made directly in a matrix view can now be saved as part of the view, instead of requiring the view editor to be reopened.

Bug fixes

• Fixed an issue where permission formulas referencing the parent record were not properly inherited by second-layer (grandchild) subforms, incorrectly blocking access.
• Fixed a crash that occurred when switching a report to slicer view while it contained only column measures.
• Fixed a server error that could occur when submitting subform records after deleting a locked parent record that had drafted values.
• Addressed an issue where navigating back to a subform via the breadcrumb could show an empty table.
• Addressed an issue where note fields could be added as table columns, resulting in a #ERR display.