Release 5.0 Build 4773
Released on Aug 13, 2026 and includes the following:
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.