edison365 Release Notes | July 2024

AI, Versioning, Recycle Bin - our very own variety show.

Get ready for a range of new and highly requested features, quality of life improvements, and much more. 

What’s new? 

Meet edi, our AI integration in edison365   

Who wouldn’t love having a personal assistant? Well, now you do with edi! As part of our Professional license plan, edi can help you automate task generation within Schedule tables. You’ll find edi ready to assist you in the top right corner of your Schedule tables.  

We’re pleased to let you know that we have big plans for edi! In the near future, edi will be able to assist you in various areas, making your work even more efficient.  For now, we’re starting with task generation to help take some of the creative burden off your shoulders.  

General Updates 

• Profile and help menus have moved from the top right corner to the bottom of the sidebar, keeping all your key navigation in one convenient place. 
• We’ve added a hover effect to capabilities on the create wizard. 
• Updated the News card color to match Record cards in Dark Mode. 
• Number fields now display with formatting: 1234567.89 ➡️ 1,234,567.89.  Please note, the formatting is fixed with comma (for thousands) and period (decimal) separators.   

Record Page Updates 

• You can now toggle between truncated and wrapping data on List and Periodic tables only. 
• We’re pleased to introduce versioning of records. What does this mean? 

• • You can create a snapshot of your record as it currently stands to keep track of its progress!  
  • Editing and creating new versions can only be done on the latest version of a record. 

• You can now create associated Projects and Business Cases directly from a Program saving time by adding them automatically to the Program.
• The History icon has been updated ➡️ .
• The record view count has moved to Properties. 
• Updated the Program Properties to include an option to use program contents to populate the Program start and end date.

Personal Page Updates

• Made a mistake or accidentally submitted a task or item update? No worries – you can now recall and resubmit items and tasks. 

Admin Updates 

• Introducing the Recycle Bin!  All deleted records from your instance are stored here.  
  
  • Added a 'Restore' action for deleted records to make them active.
  • Added a 'Permanent Delete' function to completely remove records from the Recycle Bin.  Records deleted from the Recycle Bin are unrecoverable.

• A few changes to the Workflow Designer;
  
  • You can now customize stage target durations for edison365 Default workflows. 
  • We’ve added an event type so you can automatically Create a Version of the record when it enters a stage.  
    • You also have a configuration options for Create a Version:  
      
      • Always Trigger Create Version Event
        •  If enabled, the create version event will trigger every time a record enters or re-enters this stage.
        • If disabled, the create version is only triggered the first time a record enters this stage.
  • By popular demand and as promised in our last release note, you can now configure prepopulated data for Schedule and Periodic Tables. This feature is designed to save you time and help you offer guidance within your templates.  
• Manage Users: We’ve introduced a new toggle Preview AI (edi) that allows you to enable/disable edi, our AI integration. 
• Table Configuration: We’ve made a small quality of life improvement.  When creating a List or Periodic table, system fields like Name, Owner, and Due Date are now added by default.   Please note Name cannot be removed. 
• Personal Data - we've updated the Deleted tab to display the date and time the user was deleted. 

API Updates

[This one is for you techies]

{
    "versionName":"Record Version by edison365 via API",
    "versionDescription":"Optional version description from the API"
}