Overview

This release introduces a new beta capability powered by Bonterra Que and includes several updates that improve reliability and performance across Rules & Alerts, Imports, and form workflows.

Enhancement

Beta opportunity | Que participant snapshot

A new skill powered by Bonterra Que can generate a quick snapshot of recent participant updates and activity directly from the Document Folder, making it easier for staff to quickly review recent changes.

Interested in beta access? Contact em.rattini-reich@bonterratech.com to learn more or request enablement.

Fixes

Rules & Alerts | Consistent rule triggering

Rules now trigger consistently, ensuring alerts and automated workflows run as expected.

Rules & Alerts | Time-based alert record checks

New time-based alerts now evaluate existing records when they are created, ensuring notifications are sent when conditions are already met.

Calculation fields | Cross-section calculation accuracy

Calculation fields in one section no longer affect unrelated calculation fields in other sections, improving data accuracy across forms.

Imports | Faster processing and search availability

Imports now process more efficiently, reducing the time required for imported records to become searchable.

Form logic | Improved rule performance

Form rules now run more efficiently when viewing or completing forms, improving performance during data entry.