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January 8, 2025 Release Notes

Various Agent Dashboard fixes, end customer question count

Philip MacDonald avatar
Written by Philip MacDonald
Updated over 2 weeks ago

🎨 Usability


Display remaining question count on forms for end customers

Previously, when an end customer filled out a form, the progress bar would show # answers assigned to them of # total form questions. To avoid end customer confusion, we updated the progress bar behavior so that end customers will see # answers assigned to them of # questions assigned to them.


β€‹βœ”οΈ Fixed


Changing signature field type retains Required selection

When changing a field type, the Required checkbox should reflect the default selection for the field type. Here are the field type defaults:

  • Signature - required

  • Name - required

  • Initials - required

  • Job title - not required

  • Text field - not required

  • Date - required

  • Checkbox - not required


End Customer: Question count is inaccurate when marking questions Not Applicable

When filling out a form as an end customer, if the end customer selects some questions that are a mix of Applicable and Not Applicable, then marks the questions as Not Applicable, the success notification should accurately reflect the number of questions that were marked Not Applicable.


Forms fail to load when sorting by Profile Name on Agent Dashboard

When viewing the Agent Dashboard, if an agent sorted the Forms tab by Profile Name, only 25 forms would load. If more than 25 forms were available, they would fail to load.


Single uploaded signature file displays as packet on Agent Dashboard

Fixes a display issue on the Agent Dashboard where single uploaded PDF files would display as a signature packet. The signature packet UI pattern should only display when 2 or more signature files are grouped together.


Changing dashboard filter from All Profiles to My Profiles increases count on Agent Dashboard

The My Profiles filter on the Agent Dashboard is more strict than the All Profiles filter; changing from All Profiles to My Profiles should never increase the count. This issue occurred for Agency Teams that had soft deleted Risk Profiles or Forms that were being counted when filtering for My Profiles (but not All Profiles). Soft deleted items shouldn't affect the count of any items.

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