✨ New
Predictive Autofill
Updates the Autofill button to predictively tell agents how many answers can be autofilled (before pressing the button).
If answers are available to be autofilled, the button will display:
an animated border
the number of answers that can be autofilled
If answers aren't available to be autofilled, the button will be disabled.
Download Form Attachments from Actions dropdown (single form)
Agents could already download form attachments from the Forms page using the bulk form selector, or from the Forms Response page. We also added the Download Form Attachments menu item to the single form Actions dropdown. If the form has any attachments uploaded by collaborators, selecting the menu item will download the attachments.
✔️ Fixed
Files attached to Policies aren't saved
Fixes an issue on Policies where files attached to the policy would not save successfully.
Agent can't complete a form with required questions from the Forms page
If an agent attempted to complete a form with required questions from the Forms list page, the form wouldn't actually get marked complete. Note: agents could still complete a form from the Forms Response page [viewing the individual form].
Agent encounters an error when marking a form incomplete
Fixes an edge case where sometimes an API endpoint would fail when attempting to mark a form incomplete, resulting in an error.
AMS360 Integration: 9-digit Risk Profile zip codes are removed on edit
Adds support for 9-digit zip codes on Risk Profiles, so that when an agent edits a Risk Profile with a 9-digit zip code that was imported from AMS360, the zip code is saved properly.
Incorrect agent name is recorded in Activity Log when a collaborator invite is rescinded
When an agent rescinded a collaborator invite on a Risk Profile, the activity would erroneously be attributed to the agent who originally sent the invite rather than the agent who rescinded the invite.