Product Updates

OverviewThis 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. EnhancementBeta opportunity | Que participant snapshotA 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. FixesRules & Alerts | Consistent rule triggeringRules now trigger consistently, ensuring alerts and automated workflows run as expected. Rules & Alerts | Time-based alert record checksNew 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 accuracyCalculation fields in one section no longer affect unrelated calculation fields in other sections, improving data accuracy across forms. Imports | Faster processing and search availabilityImports now process more efficiently, reducing the time required for imported records to become searchable. Form logic | Improved rule performanceForm rules now run more efficiently when viewing or completing forms, improving performance during data entry.

OverviewThis release introduces new ways to connect data, navigate records, manage forms, and analyze referrals — along with a performance improvement to make navigation smoother in Apricot Desktop. EnhancementsData Standards | Linking FieldsData Standards now support Linking Fields across different Document Folders. This allows you to connect related forms, support cross-program workflows, and maintain more consistent data across your organization. For setup details and examples on how to leverage these enhancements, see the full Data Standards Linking article. Document Folders | Navigate between Tier 2 recordsWhen a form includes multiple Tier 2 records, you'll now see Forward and Back buttons directly on the screen.  This makes it easier to move between case notes and related records without returning to the list view — saving time and simplifying review. Form Designer | Delete unused sectionsAdmins can now delete unused sections from published forms, as long as the sections are empty or contain only inactive fields. Additional improvements include: Clearer styling so hidden sections are easier to identify Automatic movement of inactive fields from deleted sections to the first section Restoration of fields to their original location if you undelete a section before publishing These updates help keep forms organized as they evolve. Network referrals | Export referral insightsYou can now export inbound and outbound Network Referrals directly from the referral screen into CSV files. Select the new Export button in the upper-right corner to download your data and analyze referral activity more efficiently.  Imports | Improved list navigationThe Imports list now defaults to showing your most recent imports first. To improve loading and navigation: The initial view displays the 20 most recent imports Select Load More to view the next 20 Select See All to display the full list These updates make it easier to find recent imports while still accessing older ones when needed. FixGeneral navigation | Desktop performanceWe improved how Apricot determines whether a user should be using Apricot Mobile, reducing its impact on navigation performance in Apricot Desktop.

OverviewThis release includes several fixes that improve reliability across record history, reporting, workflows, and form logic—helping your team work with greater clarity and confidence. FixesRecord history | Comparing record versionsThe Compare Previous Record option is now available as expected. Users can successfully compare record versions without the option appearing greyed out. Native Reporting | “Matches Any Of” filterReport Sections now load correctly when a Matches Any Of filter includes special characters, ensuring more consistent reporting results. Workflows | Inactive workflows visibilityWorkflows marked as Inactive no longer appear under My Workflows, reducing confusion and keeping task lists accurate. Form logic | Links and permission-based conditionsForm Logic now runs as expected when a Form Rule condition counts the number of Links—even if a user does not have permission to access those linked forms. This ensures rules evaluate consistently without interruption.

Looking for past Apricot release notes? All product updates from 2021 through 2025 are available in our archive: Browse the Apricot Release Notes archive For 2026 and newer updates, continue exploring posts here in Product Updates.