Releases

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Fixed an issue where MCP connections could appear connected but stop working silently after an access token expired or was revoked.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.

New Features

• A new Note field type is now available for forms. It displays a label and description at data entry time without collecting any input, useful for adding instructions or reminders, and supports relevance rules so it can be shown or hidden conditionally.

Improvements

• Billing account owners can now configure and manage their own OpenID Connect identity providers directly from the billing account admin app. A new Identity Providers section lets you add providers using their issuer details and client credentials, rotate client secrets, and remove providers when they're no longer needed. You can then assign email domains to either your own identity provider or the platform's default Google or Microsoft sign-in.

Bug Fixes

• Typing to edit a table cell now works correctly with non-Latin scripts (including Arabic and Cyrillic) as well as symbols. Previously, only Latin letters and numbers would begin editing.
• Fixed an issue where import validation failed if the dataset had multiple rows with invalid multiple-selection values.
• Fixed an issue where filtering a subform table with "Show all records" enabled by a calculated field could leave most rows blank instead of displaying the filtered results.
• The "Add" record button for subforms is now correctly hidden in the mobile data entry interface when a user's role does not have permission to add sub-records.
• Fixed an issue where automatic translations would not work for a field where its manual translation had been removed.
  

**Matrix view** * Fixed an issue where a long list of facet labels could no longer be scrolled, preventing users from navigating the facet selection menu. * Fixed an issue where using a partial lookup key as a facet could prevent newly added rows from being saved as drafts. * Fixed an error that occurred when using all key fields from a reference form with multiple keys as facet dimensions.

Bug fixes

• Fixed an issue where import validation failed for subforms containing a unique field when the parent form had a key field.
• Fixed copy and paste in interactive tables on macOS.

Bug fix

• Fixed non-relevant fields being read as raw values instead of blank in calculated fields, which changed some calculated field formula results.

Bug fixes

• Duplicating a database now also duplicates translations and locks.
• Fixed an issue where the record label setting was silently dropped when creating a new form. The selected record label now persists correctly after saving.
• Fixed an issue where the "Merge records" and "Clear field values" buttons became disabled when selecting a large number of records in the interactive table.
• Fixed an issue where fill-down and pasting reference fields could produce "Invalid" values when the user's system language is not a database main language.

Improvements

• Added required rules, allowing fields to be required only when a specified condition is met (formula-based required fields).
• Form designers can now define translated error messages for validation rules, which are used across data entry, table view, and import/export.
• Cells hidden by relevance rules are now grayed out and cannot be edited in the interactive table.

Bug fixes

• Fixed an issue that could cause some valid records to incorrectly appear as invalid in the table view.
• Fixed PIVOTLONGER to preserve the original option order for select field values instead of sorting them alphabetically.
• Fixed missing totals in the pivot table when a row dimension with Totals is placed above measures.
• Fixed an issue that allowed users to configure forms with both a serial number field and another field marked as the key.
• Fixed a visual issue in the date pickers in the validation and relevance rule editors.
• Fixed an issue where adding a calculated column would deselect previously selected columns the table view editor.
• Fixed an issue where reference fields could be reset to blank when editing a record in the interactive table if the referenced form contained a record with a blank key.
• Fixed an issue where locked records could still be edited in the interactive table view.

Bug fixes

• Fixed an issue where the reference lookup dropdown did not show values in interactive tables when the reference field included a translation field and the table opened in a translated language.

Bug fixes

• The weekly risk report email now correctly excludes recently invited users from the dormant user count, aligning it with the database user management page.
• Calculated fields no longer inherit invalid states from referenced fields and will stay valid even if source fields are invalid due to relevance rules or required checks.