Release Notes

Dynamic Item List widget - This new widget provides another way to display inner items on an item interface. The Dynamic Item List widget automatically loads and stacks related items, like tasks or steps.

Rather than being limited to list displays, this widget displays inner items using embedded interfaces, providing more information at a glance.

View up to 150 items in the Detailed Items widget - To support users with high-volume item counts in the Detailed Items widget, we've increased the maximum display from 50 items to 150 items.

Clarity (ODATA) - Automate workflows from Broadcom Clarity, the project and portfolio management tool.

Coupa Risk Assess Core (CRA) - The popular third-party risk management solution.

MCP Server - Leverage this universal connector for servers implementing Model Context Protocol (MCP), acting as an intermediary to connect AI models with other tools and data.

TradeSphere - Take advantage of TradeSphere's compliance checks, risk assessments, and party screening tools.

UiPath Orchestrator Cloud - Run RPA jobs in your UiPath cloud instance using Tonkean workflows.

Google Sheets - Added support for configuring collection intervals.

Ironclad - Added support for webhook events.

Jira - Added support for Jira's on-prem option.

SFTP - Added support for PGP encryption for files in transit and file content indexing (reading SFTP files)

Major update to reporting and data visualization - Tonkean is rolling out a powerful set of reporting enhancements that make it easier than ever to explore, analyze, and share your data directly within relevant widgets. These updates mark a significant step forward in customization and flexibility, giving you dynamic ways to slice information, visualize key metrics, and save tailored dashboards for ongoing use:

These new reporting features are currently in beta. Contact Support to test out these features.

Support for large item table exports - We've added support for exporting and downloading large volumes of item records from relevant widgets like Module Items and Line Items. The process is the same as other exports (simply select the three dots icon in the upper right corner of the widget and select either Download CSV or Download Excel). After selecting your export options, your download begins—and if Tonkean calculates it's a large download, you'll receive an email with a link to download your exported items.

By default, Tonkean switches to the large export behavior when the number of items multiplied by the number of fields in each item is greater than 5,000.

Intake statuses hidden in dropdowns - To prevent unintended logic from triggering in a module, we've removed intake-type statuses (that is, statuses that apply to requests before they're submitted) from dropdowns where users can manually update statuses, such as on review interfaces.Create and Edit Statuses

Date field validation in Line Item widget - We've added support for custom date field validation in the Line Items widget, enabling makers and admins to specify whether the date selected must be future dates only, past dates only, or within a custom specified range. Users can also add a custom error message.

Show detailed expression summary in condition groups - As part of a broader overhaul of Tonkean condition groups, we've updated the way summarized conditions display—ensuring the full condition is summarized in a way that's quickly readable.

SharePoint - We overhauled our SharePoint integration to improve the way we collect drive items, add support for client credentials auth, supporting webhooks, and improve the user experience. We've also added support in the Create Document action to override existing templates instead of creating a new one each time.

No-code data sources - We've updated no-code data sources to support proxy configurations for HTTP requests.

Minimalist theme for intake sequences - For users looking for a more modern, streamlined intake experience, we've created the minimalist theme. Enable this theme by navigating to Board Settings > Theme.

Configure maximum number of search results - Users now have more control over how many records to return in the Search widget. This update improves the user experience where the possible matching records for a search could be very high and pushes other widgets on the interface down the screen. It also helps avoid potentially overwhelming infrequent users with too many options for a given search.

Duplicate line items in the Line Items widget - Users can now be enabled to duplicate line items in the Line Items widget, simplifying the process for manually adding similar items on an interface. Duplicate Item is a new system option in the Inline Actions configuration section.

Excel Online - When defining the sheet structure in the integration setup process, you can now include a URL column to be used as the record's URL.

Google Drive - Tonkean now supports updates to file content indexing in Edit mode.

Outlook - Tonkean now supports file attachments larger than 3MB in Events, allowing you to add larger file attachments to calendar events. Additionally, Tonkean now supports indexing file attachments when collecting Email messages.

Workfront - Tonkean now supports comments, with a new available Comment entity and Add New Comment action.

Submit an interface outside of complete an intake sequence - Previously, the only way to submit an interface was as part of an intake sequence, generally as the last step in that sequence. This posed some challenges for users who may have embedded interfaces for collecting or updating user information, for example. Now, you can leverage the Submit Interface action on any interface, activating this action with an interface header button or an Actions widget. Additionally, you can edit the field label for the Submit Interface action to be specific to the interface.

Execute Action across modules - To enhance the capabilities of AI Agents as they operate across an entire process, we've added the ability to activate an Execute Action trigger from a separate module. This feature has been added to the Module Actions action, where makers can call an Execute Action trigger in another module within the same solution.

This is an advanced feature. We recommend contacting Tonkean Support to set this up.

Add or remove pages from the Front Door dropdown - We've added the option to hide individual workspace app pages on the Homepage search field dropdown, enabling admins to reduce the number of available options and avoid potential confusion with users. Admins can hide pages in the Page Configuration panel; they display by default for existing pages but will be hidden from the dropdown by default for new pages.

Improved tooltips on custom interfaces and workspace app pages - We've updated our tooltips to improve readability with the following enhancements:

Updated email validation for interface input fields - Tonkean's default validation for email fields now allows addresses that include a plus, "+". For example, evie+rose@tonkean.com will pass validation.

Coupa Sourcing Organization (CSO) - Achieve optimal sourcing outcomes by evaluating price and non-price elements within your Tonkean workflow.

Linear - Manage projects with this dedicated issue tracking software designed for software development teams.

Admins can also connect their Linear instance using an API key, if preferred.

Amazon S3 - We've added support for file path configuration through the Upload widget.

Jira - We've added support for additional delimiter options when using multiple choice values.

Ariba Network Supplier Invite - Streamline supplier onboarding by automation invitations and enhancing visibility throughout the process.

Ariba Network Supplier Information - Enhance SRM with Tonkean and the Ariba Network with real-time supplier information retrieval, automated relationship tracking, and more.

Excel 365 - Users can now import CSV content into their Excel sheet.

Google Drive - We've added support for the Modify Labels action. We've also added the Create or Update Doc with Content action, which allows users to create a new doc or override the content of an existing document.

ServiceNow - We've added support for collecting Catalog Items.

New export configuration options - Makers and admins can enable or disable the export option, as well as allow export of all configured columns—not just the visible ones.

Improved file names - Exported files now include a timestamp and the table name for easier tracking.

New status banner message - End users will now see a friendly message confirming their export is being prepared—helpful for large files that may take a few moments to download. In addition, if there is an error with the export there will be an Error toast message.

Amazon S3 - We've added support for extracting content from HTML files.

Okta - We've added support for additional URL suffixes (for example, okta-emea).

SFTP - We added webhook support for the SFTP utility.

Slack - To comply with Slack’s updated privacy policies, Tonkean will no longer support message monitoring in private Slack channels starting May 31, 2025. Public channel monitoring remains fully supported, including for Slack-based AI Front Door use cases.

Tonkean will still be able to send messages to private channels and support actions like button clicks or links, as these do not require reading channel content. This update ensures compliance with Slack’s platform standards and has been communicated to impacted customers individually.

Go To Sequence action supports opening an interface in a matched item module - In addition to selecting from interfaces in the current module in the Go To Sequence action, you can now open an interface in a related module that has a matched item from the current module. For example, if you have an intake module that creates a matched item in another module for a review and that review module contains a separate interface to collect additional details, you can now direct users directly to that related module in the Go To Sequence action.

Surface action error messages in the UI and improved error handling - We've added default system fields to store any errors and error messages that occur during module actions that automatically create a matched entity (for example, data source actions). These error messages include the error code (for example, 404), the error message, the error response (in JSON format), and the error timestamp. Because these fields populate directly in the module, makers can leverage these values and create error handling logic to address them dynamically.

For example, if a 403 permissions error occurs, the module can prompt the user to sign into the relevant system and give them an option to retry their action. This is a radical improvement from earlier error handling options that were generally limited to admins and required accessing the Module Events History to troubleshoot.

Hide branches without values in the process map - Empty branches in the process map—for example, nodes that have been tentatively placed or are still in development—are now hidden in the Process Map widget. This update cleans up the display of the process map and avoids potential confusion.

Enhanced search and filtering in items table widgets - We've made significant improvements to the search and filtering experience in items table widgets across both workspace app pages and item interfaces, making it easier to find the item and information you're looking for:

View items from other modules in the Module Items widget - Rather than be limited to items only from the current module, the Module Items widget now supports displaying items from other modules in the same solution, including the option to add a condition to filter for specific items from that related module. This update is especially helpful for displaying items from a related process, like external reviews or comments regarding a specific request.

Leverage pivots in the Items Table widget (BETA) - We've added the built-in pivot table functionality included in AG Grid to the Items Table/Module Items widgets in workspace app pages and item interfaces, allowing users to group values, perform aggregations, and perform other pivots.

This feature is currently in beta and may not behave as expected.

Download items from a workspace app page - You can now select the three dots button on an Items Table widget to download item data directly from a workspace app page as a CSV or Excel file, exporting all available items and their fields. This feature is designed for easy one-off downloads of item data.

Full page size for single-widget interfaces and workspace app pages - For widgets that are commonly used by themselves on an interface or workspace app page, like the Comments widget, we've configured the display size to use the full screen size as opposed to the default size.

Limit visible content in search to current solution - Previously, the search bar in the upper right corner of the workspace app returned content across the relevant board (where allowed by access and permissions controls). To provide more clarity, we've updated the search to only show content from the current solution, hiding pages, actions, and other content from other solutions on the same board.

Amazon SQS - Amazon Simple Queue Service (SQS) is a managed queuing service that enables asynchronous communication between different components of a distributed system.

BoldSign - BoldSign is a powerful tool for managing Users, Contacts, Sender Identities, and Teams.

Cisco Duo - Cisco Duo (commonly known as Duo Security) is a multi-factor authentication (MFA) and access security solution.

CyberArk - CyberArk is a leading Identity and Access Management (IAM) tool that provides robust security solutions for managing user identities and access.

Icertis - Icertis is a leading provider of contract lifecycle management (CLM) software that helps organizations create, manage, and optimize contracts across their entire lifecycle.

Comment Added trigger - We've added the Comment Added trigger, which activates whenever a comment is added to an item. This feature is designed to support use cases where comments are added to the item using a custom interface and some response to that comment is required—such as sending a notification to a relevant stakeholder.

New Add and Update Comment Module Actions option - In addition to the other options using the Module Actions action, you can now add or update a comment on an item. This new option enables users to dynamically add or update comments, including controlling the comment sender.

This action enables users to synchronize internal comments with external communications (such as those in Slack), including customizing the comment icon and Sender Display Name:

Reply to an item comment thread using the Send Notification action - We've updated the Send Notification action with an option to reply to a comment thread on an interface or wherever that comment appears (such as in Slack). This update adds increased flexibility to the Send Notification action, making automated comments much easier—while maintaining thread integrity.

Year as condotion operator - We improved condition groups, adding an option to specify Year as a value for the In this operator. For example, you can now create a condition that checks whether a date field has a value in the current year:

Matched item and inner item improvements - We've improved the maker experience with new capabilities that make it easier to coordinate workflows between parent and inner items:

Together, these updates significantly streamline cross-level orchestration, giving you more control and flexibility when building workflows that span parent and inner item relationships.

Trigger module logic on interface submission with the Execute Action trigger - In addition to activating Interface Submitted triggers, we've added the ability for Execute Action triggers to activate when a user submits an interface. This update adds a lot of flexibility to interface sequence logic, enabling makers to initiate workflow on interface submission that may not be directly related to the Interface Submitted trigger itself—such as mid-sequence actions.

As part of this update, we've renamed the Button Clicked trigger to the Execute Action trigger, reflecting its enhanced flexibility and additional use cases.

Comments widget enhancements - We've added various improvements to the interface Comments widget, including a full-page view when the Comments widget is the only widget on an interface, HTML support to view content coming from an external HTML source, and extending the comment limit size to 10,000 characters. These improvements further support collaboration internally and with stakeholders outside the organization.

Power the workspace app Chart widget using manual key-value pairs or JSON - In addition to selecting fields to populate a Chart widget on a workspace app page, you can now visualize key-value pairs or JSON from elsewhere in the workflow.

The ability to power charts with JSON as this is the most common output format from Tonkean AI Agents, enabling data extracted by the Agents to dynamically power visualizations on workspace apps.

Posthog - Posthog offers a rich analytics and user insight platform designed to help developers understand how users use their product.

Webex Meetings - Webex offers a cloud-based suite of collaboration tools, including video conferences and messaging.

Coupa - We've made various additions and enhancements to the Coupa integration:

Gitlab - Added the Users entity.

Google Drive - We've updated the logic when collecting file content: when the file is a shortcut, Tonkean now extracts the content of the target file.

Outlook - Added support for downloading email attachments to a connected file storage provider.

Okta - We've added new actions for managing user credentials: Reset User Password and Expire User Password with Temporary One.

Zendesk - We've updated this integration to check whether a user already exists before creating a new org member.

Azure Files - Azure Files offers fully managed file shares in the cloud, enabling seamless file sharing and storage across numerous use cases.

Looker - Looker offers interactive dashboards and reports to inform data-driven business decisions.

Webflow - Webflow is an intelligent website creation tool.

xAI Grok - xAI Grok is a generative AI chatbot with direct access to the X application.

Search widget enhancements - We've updated the Search widget with several design and performance improvements. These improvements include pre-populating search terms with common and recommended search terms, an updated load indicator, and a generally improved design. Together, these enhancements improve the overall usability of the Search widget.

Drill down interface enhancements - We've made several updates to how items behave on various widgets that provide drill-down interfaces, including the Search widget, Line Items widget, and others. Drill-down interfaces now behave in a more organic way, providing direct links that you can right-click to easily copy or open in a new tab. Additionally, the interface better maintains the state, allowing you to refresh the interface page without closing the opened drill-down interface.

A drill-down interface displayed as a modal over the parent interface.

Excel - Admins now have control over collect time intervals.

Origami Risk - We've improved the performance of this integration by updating the integration's URL structure.

SharePoint Online - We've added a new Create a File action.

SimpleLegal - We've added support for collecting matter billing information.

OCR widget - This new item interface widget leverages Tonkean's OCR capability to quickly identify and display extracted values in a document image (like an invoice, for example). The OCR widget provides an overlay that highlights the extracted values and where those values were found in the document, helping users quickly compare data from multiple documents simultaneously.

Search widget - This new item interface widget adds the flexible and powerful capability to search connected data sources in a custom item interface. The main use case for this widget is as part of guided buying experiences where users must be able to select multiple items from a connected catalog based on item name, image, description, price, etc. However, the Search widget is flexible enough to use throughout your interfaces, like for providing a search for active requests or searching a connected knowledgebase.

Add an icon for each field in the Fields widget - In addition to selecting an icon for the widget as a whole, you can now add and customize an icon for each field included in a Fields widget.

Open interface sequences in a modal - Previously, interface sequences opened from an interface button only opened up in a new browser tab, potentially causing a user to lose their place in the process. We've added the ability to open these interface sequences in a modal within the existing browser tab. This update improves many experiences, but was primarily designed to support processes where multiple team members are collaborating on various sub-processes of a larger interface sequence workflow.

Interface sequences still open on a new tab by default; to set the sequence to open in a modal, locate the button that opens the relevant sequence and de-select the Open in new tab toggle.

Customizable interface Submit and Back button label - In addition to customizing the Submit button label for Interface Submitted triggers, you can now customize the Back button label, helping support use cases where multiple languages are used for interface sequences.

Bill - Bill empowers businesses to monitor and manage their financial workflows efficiently.

Microsoft PowerBI - PowerBI provides powerful actions to enhance productivity, including generating reports, managing groups, and accessing detailed insights from datasets.

Ramp - Ramp is an innovative financial platform that empowers businesses by simplifying expense management, controlling corporate spending, and driving efficiency.

Verint Engagement Data Management - Verint enables organizations to capture, analyze, and apply engagement data, leading to improved customer interactions and more strategic decision-making.

Workday Custom Reports - This Workday service enables users to create and retrieve custom reports from Workday.

Zendesk Help Center - Zendesk Help Center is a robust knowledge management tool designed to empower customers and support agents with on-demand access to information.

Docusign - We've added the web URL of the envelope to the Envelope entity.

Google Drive - We've added a new Get Document Suggested Changes action.

SharePoint Online - We've added a new Get File Content action.

Configure email headers in the Send Notification action - Advanced users can now add custom headers when sending emails in the Send Notification action. Custom headers can be helpful in improving the deliverability of emails and enriching the metadata of an email message.

Tonkean set as default updater for all new action blocks - Previously, the default setting for the Updater field in relevant action blocks, like Update Field, was the module's Default actor. This configuration meant that the module's default actor displayed as the user responsible for what amount to system actions taken by the module itself, sometimes causing confusion about who's responsible for workflow actions. We've updated this behavior to set Tonkean as the default option for the Updater field, better aligning with the actual behavior of your workflow.

New formula parameter tooltips - We've added tooltips to select formulas with helpful notes about available parameter options and expected behaviors, helping to streamline the process of creating new formula fields.

New time units for the Add Time formula - In addition to Days, Hours, and Minutes, you can now create Add Time formula fields using Years and Months as units.

Add Work Time - This new formula adds units of time to a provided date, taking into account specified business operation days and hours. For example, if you wanted a trigger to activate 8 hours after you receive a help desk ticket, but only counting time accrued during business hours, you can rely on this formula to keep track of that.

SharePoint Online - We've added several new actions to the SharePoint integration this month:

Zendesk - We've added support for Zendesk Organizations and Organization Memberships, including new actions.

Field Groups To Map - This new formula generates a JSON object containing the field and value pairs for a provided field group.

A field group is a set of fields assigned the same field group name, allowing them to be used collectively for certain operations, like formulas. For more information about adding fields to a field group, see Manual Fields.

Get User Name - This new formula returns the full user name for a given user using their email address sourced from a connected communication source (for example, Slack of Teams). If no user name is found, the formula simply returns the email address.

Get Value By Key - This new formula returns the value for a provided JSON key.

Join Arrays - This new formula joins two arrays into a single array, either maintaining all values or removing any duplicate values.

JSON to XML - This new formula converts a string in JSON format to XML format without options for adding a Root Name and a declaration.

Display dynamic dropdowns as radio buttons - You can now configure a Dropdown input widget with options that display dynamically (using a matched entity) to display as radio buttons. This update dropdown fields with large numbers of options more scannable, helping users to more easily select options.

AI Concierge in embedded interfaces - You can now take advantage of the Interface Embed widget while still giving users access to the AI Concierge. The Interface Embed widget is a powerful tool for reducing overhead and maintenance in your intake sequence while ensuring a consistent experience—now that includes all the benefits of the AI Concierge.

Beroe LiVE.Ai - Beroe LiVE.Ai is an AI-driven procurement intelligence platform offering real-time insights, supplier risk assessments, and market data to help organizations optimize supply chain decisions and reduce risks.

DISCO - DISCO is a cloud-based legal platform that streamlines eDiscovery, case management, and legal document review.

Nylas - Nylas is a communications platform offering APIs to integrate email, calendar, and contacts into apps. It simplifies connecting to multiple providers, syncing data, and managing backend tasks like security and compliance.

Snowflake - Snowflake is a data storage and cloud computing platform. Snowflake is offered as a new SQL connection to Tonkean.

DocuSign - SpringCM is now a part of Docusign. We've added relevant endpoints for SpringCM through the Docusign integration.

Google Drive - We've updated the Create Doc/Slide From Template action to support JSON input.