Release Highlights
What’s New
Document Visibility Control with Custom Filters
You can now control how documents are accessible by applying custom filters on it. Add the desired filter to the document using the filter + icon (similar to Views and Button settings) that show or hide the document from the Documents tab based on the filter conditions.
For example, "Document Draft" is configured with a state filter set to "Created." This means permissible users can only view and download this document while it remains in Created state. Once the document moves to a different state, it becomes hidden from Documents tab.
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Notable Bug Fixes
Fixed an issue where lookup field updates on the parent object were not occurring when triggered by a child edit.
Fixed an issue where email actions marked as private were still accessible in the client portal.
Fixed an issue with filters on display views not being applied correctly in certain use cases.