Apricot: Participant snapshot beta and platform fixes

Release notes | Week of April 6 | Apricot 8.51.2

Overview

Apricot 8.51.2 includes one enhancement and five fixes. This release improves case manager visibility, document search accuracy, and form behavior across several areas of the platform.

Enhancements

Beta opportunity | Participant snapshot powered by Bonterra Que

A new skill powered by Bonterra Que can generate a quick snapshot of recent participant updates and activity directly from the Document Folder. This feature is currently in beta. To request access or learn more, contact em.rattini-reich@bonterratech.com.

Fixes

Site administration | Case manager assignment

Site admin users can now see the "Assigned case manager" dropdown when viewing program access for records. Previously, this dropdown was not visible for site admin users in that view.

Document Folder | Linking fields

Clicking a linked record within an expanded form section in the Document Folder now opens the correct linked record. Previously, the parent record opened instead.

Printing | Form rules

Records for forms with form logic enabled but no form rules configured now print correctly. Previously, attempting to print these records returned an error.

Connect | Account information updates

Participants can now save account updates in Connect — including medical and dietary information — without encountering errors. The issue occurred when permission settings included fields with subfields, such as address lookup fields.

Document search with multi-part names

Document search now displays and returns full names correctly across all queries. Previously, searches involving multi-part name fields sometimes returned only the last name component.