Release Notes

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.

Submit button label - You can now customize the submit interface button label, better tailoring it to your intake sequence. This new customization option is helpful for providing requesters with specific information about what action they're taking when selecting the button.

Add comment to item on behalf of another user - We've added the ability to add a comment to an item on behalf of another user, allowing you to include comments added from a third-party tool like email or Jira. This update makes it easier to indicate when a comment originates from an external system or user.

Coupa - You can now collect the Asset Tags entity.

DocuSign - We've added the URL to the Envelope entity.

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

Oracle - We've added a new action: Cancel Purchase Requisition.

Quick link to interface builder from module builder - A new link to the interface builder directly from the module builder makes it easy to make quick edits or updates to the interface you're working on within the module workflow. You can find this Edit interface link interface intake sequence step panels, such as Send Item Interface.

Update fields directly in the Update Status action - This enhancement allows you to perform an inline field update in the same way you could previously update the item status. By selecting the Change Fields button (previously the Update Status button), you can update the item status and specify fields to update at that point in the workflow. This new capability makes updating field values at specific points in the workflow much more intuitive and avoids the need for additional dedicated logic.

Descriptions for radio button options - In addition to the values set in a dropdown field displayed as radio buttons (in an interface or form), you can now add descriptions for each value. These descriptions display directly below the main value and are included in searches.

To add descriptions to dropdown field values, simply include the description after the value, wrapped in three back ticks (for example, ```value description```).

Set a default column width for the Line Item widget - This update enables users to set default minimum and maximum percentage values for the width of specified field columns in the Line Items widget, ensuring the data in the table is clearly visible.

Disable reply in threads in the Comments widget - Users can now disable thread replies in the Comments widget. This update solves the problem of being unable to communicate with an external data source that doesn't support reply threads (like Jira, for example) in the Comments widget. When replies are disabled, all comments are added to the interface as individual messages.

Order comments in the Comments widget from oldest to newest - In addition to the default sorting of newest to oldest, users can now sort comments in the Comments widget from oldest to newest, placing the newest comment at the bottom of the widget.

New icons - We've added the "Untitled" icons from the Figma library to provide a streamlined, modern option in the icon picker.

Amazon S3 - You can now perform a single collect from multiple S3 buckets.

Ironclad - You can now collect SCIM users from your Ironclad instance.

LawVu - We've added the Status field to the Matter entity.

Oracle - We've added the Inventory Organizations and Locations entities.

Origami Risk - You can now specify the length of time after which Tonkean collects Origami Risk entities. Contact Tonkean Support to set this up.

Sage Intacct - We've added the entities Inventory Transaction Definition and Bin, and the Create an Inventory Transaction action.

SharePoint Online - We've added support for index file content for the following file types: DOCX, XLSX, PDF, PPTX, CSV, and TXT.

Interface panel view - The new panel layout for interfaces provides a new way to visually separate different levels of information on an interface, such as between the general information of a request and the specific fields to approve or reject that request. This new view is especially useful for review and approval workflows because it allows the reviewer to easily view the details of a request without navigating away from the fields they need to update.

Interface tabs - This new interface layout is an extension of the existing progress bar—instead of showing users where they currently are as they scroll through a single screen, the new tab layout separates interface sections into their own tabs. This addition provides the option for a more structured experience and can be helpful on especially long or complex interfaces.

Embed Interface widget - This new widget enables users to embed and display one interface in another interface. Use this widget to create a combined or unified interface using interfaces from a solution using a modular design. For example, if your intake sequence features several related interfaces spread through one or more modules and you want to create a centralized interface at the end of the sequence for review purposes, the Interface Embed widget allows you to bring all those interfaces together in a single view.

Fields widget table layout and URL format - We've updated the Fields widget to include a new table view that displays a list of fields and values in a clean two-column layout. This new layout streamlines the look of view-only Fields widgets. Additionally, we've also updated the formatting for URLs included in the Fields widget to more clearly indicate a clickable link.

Public and private comments - We've updated the Comments widget to add options for public comments shared across multiple interfaces or private messages restricted to only select interfaces. These new options enable users to share messages for processes that span multiple interfaces or opt to keep messages private where needed. To configure this option, enable one or both of the relevant options added to the Comments widget:

Enable Include comments from all matched items to display comments from other interfaces in the same process; enable Comments will be public to all intake modules to display comments from the current interface in other interfaces in the same process. Note that both options are disabled by default.

Comments on interfaces within the same module are always visible to and will display in other interfaces in that module.

New icons - We've added the "Untitled" icons from the Figma library to provide a streamlined, modern option in the icon picker.

Ariba - Event Management - The event management resource from SAP Ariba, connecting buyers and suppliers.

Ariba - Sourcing Project Management - The sourcing project management resource from SAP Ariba, enabling you to monitor projects, tasks, and document—and more.

Ariba - Strategic Contracts Workspaces - The strategic contracts workspace from SAP Ariba, enabling you to monitor, create, and update workspaces.

Coupa Risk Assess - The risk management and mitigation solution from Coupa.

Amazon S3 - We added a new action: Generate Signed URL.

Gong - We added the spotlight summary to the Call entity.

Ironclad - We added a new sub-entity, Workflow Approval Request.

nuIT - You can now use nuIT as a file storage provider.

Workday - We improved the error messaging for collector failures.

Google Drive - A new action, Create File with Content, was added.

Ironclad - You can now configure the entity data retention. Data source authorization was also improved.

OpenAI - Batch completions are now supported.

ServiceNow - A new entity, Group, was added.

Add action buttons to Rich Text widgets - You can now include action buttons on rich text widgets, enabling users to click into a request, order form, or other submission and edit the values if needed. This option is especially helpful when displaying a summary of a user's request; users can now reopen that request interface and edit values on the fly before submitting, ensuring the correct information is submitted.

These action buttons work exactly like the buttons you can add to other widgets or to the header.

In addition to the values set in a dropdown field, you can now add descriptions for each value. These descriptions display directly below the main value and are included in searches in the dropdown field.

To add descriptions to dropdown values, simply include the description after the value, wrapped in three back ticks (for example, ```value description```).

In the example below, if you search for "monitors", the Office equipment and supplies option is returned because the description contains "monitors". To add descriptions to dropdown values, simply include the description after the value, wrapped in three back ticks (for example, ```value description```).

Collaborate with comments across multiple modules - The Comments widget now has an option to include comments from all matched items, allowing you to better collaborate in workflows that span multiple modules.

Aggregate values in the Detailed Items widget - Rather than create dedicated aggregation fields to process data in the background, we've added the ability to aggregate values in real-time in the Detailed Items widget. Users can now see sums, counts, averages, and other functions performed on aggregated values in an item interface. This feature addresses a common need in procurement use cases to display a running total of line items counts or costs as the user adds and updates line items.

There are also now aggregation options to show the Min or Max of date values—especially helpful to easily identify the start and end dates of contracts.

Minimum and maximum line items in the Detailed Items widget - In the same way you can set minimum and maximum numbers of line items in the Line Items widget, you can now set the same values for the Detailed Items widget.

Apply validation to drill-down interfaces - Previously, the validation you configured for the parent item and its interface was not applied to inner items and their drill-down interfaces. Now, those same validation rules from the parent item interface are checked on drill-down interfaces, ensuring that your desired workflow logic and input rules are followed in the sub-processes contained with a larger workflow.

Set initial values in the Line Items widget - You can now set initial values for specific fields in the Line Items widget. This new feature improves the requester experience by prepopulating select fields with common or expected values, reducing the number of fields requesters must complete to submit their request.

LawVu - The in-house legal workspace system. Use this data source to augment your legal workflows.

Currency API - The popular exchange rate conversion service.

nuIT - The platform-independent solution for metal trim creation, including machine networking and process optimization features.

Sage Intacct - The cloud-based ERP system that manages financials, accounting, compliance, procurement, supply chain, automates processes, and has in-depth reporting and business intelligence.

SuiteCRM (API 4.1) - The open-source Customer Relationship Management (CRM) software solution.

Interface intake sequences - To give users more options for creating intake experiences and form flows, we have enhanced custom item interfaces to provide a top-notch, user-oriented form experience. Interfaces offer numerous advantages over create and update forms:

Many makers have already discovered the power of interface intake sequences, but previously, if you had an interface sequence in your module, you were still required to begin that sequence with a create form. This is no longer the case. Now, with the addition of the Interface Submitted trigger, you can begin form flows with an item interface.

The introduction of intake sequences means that interfaces are now the recommended way to create intake form flows in Tonkean. We recommend most users to begin transitioning to interfaces, phasing out conventional create and update forms in their workflows, except in select cases. For more information, see Transition to Interface Forms.

Interface Submitted trigger - This new trigger activates when a selected Tonkean interface is submitted by a user. Now, you no longer have to begin sequences with a create form and can create intake sequences and form flows using interfaces exclusively, allowing the rich, dynamic experience that interfaces provide.

With this new trigger, you can set initial values for select fields, such as assigning values to the basic fields Viewer name or Viewer email, capturing the basic information for the user filling out the interface.

Intake sequence logic - Along with the new Interface Submitted trigger and the ability to start intake flows with an interface, we've added several new specialized actions: sequence actions.

Sequence actions are special actions that are only available within an interface sequence. In this context, a sequence is a trigger and its related series of actions that correspond with a guided experience for the end-user—the most common example being an intake sequence.

These actions take advantage of some unique qualities and requirements of sequences in Tonkean, such as needing to end a sequence with a "thank you" message or being able to reuse workflow logic by connecting a new Interface Submitted trigger to an existing sequence, enabling you to simplify your workflow and speed up process updates.

LawVu - The in-house legal workspace system. Use this data source to augment your legal workflows.

Ironclad V2 - We've updated the Ironclad data source to "V2", including various improvements to actions and processing efficiency.

We recommend that new Ironclad users connect to the Ironclad V2 data source instead of the previous version.

Environment basic field - We added this new basic field to all modules, enabling you to track whether an item belongs to Build or Production modes. That is, if you have module logic that you only want to run in Build mode or only in Production mode, you can use the Environment field as a conditional check. For example, if you have a notification that's sent whenever a new request is submitted, you can send that notification only to your team members in Build mode but send it to the actual stakeholders in Production. Overall, this new basic field provides a lot of opportunity for added flexibility and conditional logic in your module workflow.

Convert JSON Array To String - This new formula converts an array in JSON format to a single string. This formula is useful for converting a JSON array generated by another action or external service into a simple list of values from which you can extract key information or manipulate as needed.

Wrap HTML - This new formula adds HTML tags to a provided input, allowing you to dynamically display field values with in-line CSS styling in an Embed widget. A popular use case for this new field is to display an HTML table or ordered list using dynamic values from your module workflow.

Amazon Business Punchout - The punchout catalog tool integrated with Amazon business services. Use this data source to leverage Amazon Business's own punchout catalog buying experience in your purchasing workflow.

CDW Punchout - The punchout catalog tool. Use this data source to connect requesters to your CDW instance through a Tonkean item interface.

Dropbox Sign - The e-signature service, formerly HelloSign. Use this data source to sign and request signatures securely, automating yet another manual part of your workflow.

Google Vertex AI - The machine learning platform. Use this data source to generate content using Vertex AI models.

Thomson Reuters Legal Tracker - The legal matter repository tool. Use this data source to augment your automated legal workflows, including creating invoices and tracking matters.

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Intake sequence progress tracker - We've added a new progress tracker, designed for request intake workflows. This tracker shows requesters each step of the intake process and the step they're currently on.

This feature takes the guesswork out of the intake flow for requesters, showing them exactly where in the process they are—helping them to prepare for upcoming steps (such as gathering required documents) and be more confident in the process as a whole.

The progress tracker is configured by updating the item status with a relevant Intake statuses during an intake flow in the module builder. As the requester moves through each form or interface, the updated status is reflected on the progress tracker in the requester experience.

Line Items widget - The Line Items widget has been enhanced with in-line actions—most notably the option to delete an item directly on the interface. This update provides users with more control over their file uploads, allowing you to delete files that were uploaded in error.

Note that deleting items from the interface does not delete the item from your connected file storage provider.

Adobe PDF - The PDF creation and management tool. Use this data source to generate, export, auto-tag, and generally manipulate PDFs as part of your module workflow.

Conga CLM - The end-to-end contract lifecycle management solution. Use this data source to create, negotiate, and execute contracts as part of your module workflow.

Intake statuses - We've overhauled the Status functionality in Tonkean, separating statuses into two categories: Intake and Triage & Coordination. Previously existing default statuses are now housed within the Triage & Coordination category and continue to work as they always have, while new Intake statuses are unique in that they don't activate business logic by default.

Intake statuses are designed to be applied to requests that are still in the intake phase and have not been submitted yet, preventing them from entering your automated workflow to be processed by your module triggers and actions. Intake statuses are especially useful for tracking a request through an intake sequence, especially if that sequence has several pronounced stages.

Statuses must be included in the Triage & Coordination section to be processed by your module logic.

Thank you page redirect configuration - We've enhanced the When Form Answered action with additional configuration options for the "thank you" message displayed after a form has been submitted. Now, you can include a personalized button to redirect users to a specific URL or item interface. For example, rather than display the link itself, you can include a custom button that reads "Return to the Request Portal". These enhancements help provide clearer guidance to requesters with a streamlined experience.

Detailed Items widget - This new widget provides a detailed view of an item from a list, ideal for showing additional fields for inner items that might not fit inside the Line Items widget table. It also allows for more robust and flexible creation of inner items by leveraging new capabilities (for example, adding attachments to inner items) or widget display conditions for custom business logic.

Line Items widget - Date range validation has been added to the Line Items widget, enabling you to restrict user input and ensure date information coming into your process is correct. Additionally, you can now use the Concatenate formula to combine text in the Line Items widget. This enhancement provides additional flexibility for dynamically displaying field values and simplifying the experience for the end user.

Dropdown options from a data source - In addition to values from your own fields, you can now include options in your dropdowns from connected data sources. This is a powerful new feature for procurement use cases where requesters are often selecting items from predetermined catalogs brought in from third-party applications like Coupa.

Icon colors and transparent backgrounds - You can now customize the color and select a transparent background for your widget icons, providing even more options to align your workspace app page or item interface with your branding.

Google AI - Build with any of Google's supported models, including Gemini and other powerful AI tools.

Mistral AI - The open-source platform for generative AI models.

Sensible - The document parser tool, including auto-complete, responsive document preview, and document markup features.

Workday Strategic Sourcing - The supplier data collection platform with workflow automation and intelligent data capture.

Set Action button display and disabled states - You can now specify conditions that determine when a button in the Actions widget or at the top of an interface is hidden or disabled. This update enables you to display buttons based on the context of your workflow, showing only the relevant actions to the user and making it clearer which actions they're able to perform.

Widget width configuration - Rather than a simple Full and Half width values, you now have greater control over the display width for widgets. This enhancement makes possible richer and more customized layouts that better serve your unique workflow. For example, you can now display a large preview of an image and include an in-line description.

On load actions - You now have the option to initiate an action in your workflow immediately upon loading an interface, using the new On Load Actions feature. This feature is helpful if your interface or app page includes embedded or linked content that requires regular refreshing.

New entities - Content Groups, Content Types, Unit of Measure, Requisition Line, Period and Accounts

New data source actions - Add Comment and Submit Contract for Approval

Set Tonkean as the updater - For the Update Field and Assign Owner actions, we've added a new value for the Updater configuration. In addition to dynamically setting the updater to the relevant user, you can assign Tonkean as the updater.

This option is designed for workflows in which the relevant field or owner is automatically updated as part of the business logic, rather than being manually updated by a specific person. Now, it's clearer when a value is being updated by Tonkean or by a specific process contributor.

Bring in dropdown field options from a matched entity - In addition to manually adding dropdown field options, you can now bring in options from a connected data source through a matched entity. This improvement makes it possible to unify a source-of-truth integration with a question field to automatically provide the right options.

For example, if you're building a form flow for a purchasing experience, you can bring in catalog options from a connected supplier integration like SAP or Coupa to automatically populate a form question with options from that catalog. You still have the ability to manually add options, enabling you to include a default or backup response if no matched entities are returned.

Line Item - You can now add date validation to the Line Item widget, requiring requesters to complete date fields, such as "Due Date."

File Upload - You can now specify a minimum number of files required to be uploaded. This is helpful if your process requires a specific set of documents at a particular step, this validation confirms that required number is uploaded on the interface.

Monday - The Location field type has been added.

NetSuite - You can now attach .MSG files in your connected NetSuite data source action.

Coupa - You can now collect Catalog Items. Additionally, we added a new Search action, enabling users to search for specific catalog items and make a purchase from a supplier.

SFTP - We added a new action, Move File, which allows users to move an uploaded file to a folder other than the one it was uploaded to. Also, users can now monitor only the specified folder, excluding its sub-folders.

A brand new addition to the module builder, the Process Mapper allows you to build a detailed, responsive map of your entire business process. Process maps are reactive flowcharts with built-in conditions that determine when a process step is In Progress, On Hold, or Complete. As those conditions are met, the process map updates in real-time, updating the icon on the relevant step with the appropriate icon.

You can also add custom conditions that are unique to your process.

Process maps combine the responsiveness and visibility of the Status widget with the ease of the solution Process Map to create a powerful new tool that clearly illustrates your workflow at the module level. When included on a custom item interface, process maps provide the ideal way for requesters to track their requests and even update relevant fields to update the map.

Button Clicked trigger - We've added a new trigger, Button Clicked, which allows you to activate workflow logic directly with a dedicated button in a custom item interface or workspace app. Instead of simply opening a form, you can configure an Actions widget that empowers requesters to act directly on a given item—giving requesters a more direct and immediate way to update a request and move a process forward.

To configure an action with the Button Clicked trigger, simply navigate to the relevant item interface and add an Actions widget. You can then select the Button Clicked trigger in your module, customize the button label, and even set a disabled state condition.

One common use case for the Button Clicked trigger is using it to enable requesters to open a custom interface form. See Send an Interface Form using the Button Clicked Trigger for the setup steps.

Upload - The Upload widget enables users to upload files to your configured storage provider. Rather than provide a file upload as a separate step, you can now include it directly in the interface, drastically improving the experience of uploading the files that are critical to your business process, whether it's a purchase order in a procurement workflow or a contract in a legal workflow, and so on.

Process Mapper - The Process Mapper widget allows you to display a module process map, providing a clearer understanding to requesters and other stakeholders. Simply select the relevant process map you created in the module builder. Displaying process maps helps requesters track the status of their request in real-time.

Line Items - The Line Items widget enables requesters to input detailed invoice line items, or similar line item objects, into an interface. Requesters can add lines one by one, filling in fields you configure in the interface builderto ensure all the details are collected. An aggregate row at the bottom of the widget displays sum totals of relevant values for all line items.

Ariba - You can now collect Catalog Items in your Ariba data source. Additionally, data actions Create Requisition and Create Supplier, were added.

AWS Textract - A new data action, Analyze Invoice, allows you to extract fields from an invoice.

Coupa - You can now collect Requisitions and Invoices. Additionally, the following data actions were added:

Confluence - You can now collect the content of pages, in addition to basic page information.

Aha - The product roadmap tool, enabling users to create roadmaps, capture ideas, and manage product delivery.

Ariba - The industry-leading SAP spend management platform.

Trelica - The SaaS automation and management tool, empowering users to manage and optimize their SaaS spend.

Zluri - The cloud-native SaaS Ops platform providing SaaS management and identity governance.

Zylo - The SaaS spend and management tool, empowering users to improve the employee experience.

Coupa - We added a new data action, Create/Update Supplier.

Excel Online - We added a new data action, Create New Row, allowing you to append a row to an existing table.

Google Drive - We added support for Microsoft Office file types in the Create Doc From Template action.

Intercom - The integration is now using the latest Intercom API version 2.9.

IronClad - We added a new data action, Collect Comments.

SFTP - You can now collect files using the SFTP data source.

SharePoint - Invalid characters are now automatically removed when creating a new folder.

We've improved the widget Enable Display Conditions option with a new field, Condition Evaluation Method. You can now set display conditions to evaluate continuously, allowing you to build interfaces that progressively display widgets as they're filled in and submitted.

This new capability means you can build a dynamic intake experience that asks a requester the specific questions relevant to them, based on their previous answers and other conditions. For example, if you have an intake sequence for handling new purchase requests, you can dynamically ask for vendor information depending on whether the purchase is with a new or established vendor—effectively streamlining the experience for the requester and ensuring you get all the information you need for your business process.

When the Condition Evaluation Method is set to Evaluate Continuously, Tonkean evaluates widget conditions every time there's a change in state on the interface—that is, whenever a user submits information.

You can now mention someone in the Comments widget, sending them a notification email with information about the item you tagged them on. Keep your colleagues in the loop or bring in outside help to resolve important requests by entering "@" and selecting the desired person from the dropdown list.

ElevenLabs - The text-to-speech cloning software.

Google Chat - The team communication and collaboration app.

Google PaLM - The generative AI model, specifically the text-bison-001 model.

This API is in Beta.

DocuSign - We've added support for an offset position to field anchors, allowing you to more easily handle documents without a fixed layout or format. Additionally, the Add Recipients to Envelope action now supports adding multiple recipients on a single line.

Google Drive - You can now enable Tonkean to collect the contents of Microsoft files (DOCX, PPTX, XLSX) within Google Drive folders, allowing Tonkean AI to use these files as context to answer questions and initiate processes.

IronClad - You can now collect the User entity. Additionally, a new action, Add Comment, was added.

NetSuite - You can now collect Account and Currency entities. Additionally, a new action, Attach File to PO, was added.

ServiceNow - You can now collect Project and Task entities.

SharePoint - We added a new action, Create Doc From Template.

Azure OpenAI - A new service that combines OpenAI's large language models with Microsoft's Azure platform.

Fivetran - The automated data movement platform.

FreecurrencyAPI - The free currency exchange rate conversion API.

ServiceDesk Plus - The help desk and asset management software.

DocuSign - Users can now collect envelope recipients.

Email Inbox Intake - The native email inbox data source now tracks email replies to provide the context of the entire thread in your workflow.

Jira - The Upload Attachment action was added.

NetSuite - Users can now collect additional vendor information.

SharePoint - An eTag field was added for File and List entities.

Take [X] Words From End - Extract a specified number of words from the end of the text.

Take [X] Lines From End - Extract a specified number of lines from the end of the text.

Take First Word of Type {Number} From End - Extract the first numeral from the end of the text.

Anthropic - The AI safety and research lab.

AWS Textract - Amazon's machine learning service.

CaptivateIQ - The sales commission management software.

Docebo - The AI-based enterprise learning management platform.

Jira Service Management - Atlassian's Jira service desk tool.

Kallidus (formerly Sapling) - The people operations platform.

Pingdom - The website performance and availability monitoring service.

Whistic - The vendor assessment and document-sharing automation platform.

Excel 365 - The sheet selection filter has been improved.

IronClad - You can now collect active workflows in addition to completed workflows.

NetSuite - The Create Purchase Order action was added. Collectors for region, department, and item were also added.

SharePoint - The Create PDF action was added. Additionally, support for merging more than two PDF files was added.