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R20261012.1 e-flow Release Notes - October 2026

Management Team
Updated

What’s New?

Assign Me

Auto Generated File Name

Deactivated Users

Delegation Enhancements

Other updates & Bugs

Assign Me

Assign Myself – No Role Restrictions

A checkbox labelled “Assign myself” appears beside any contact picker (single or multi‑select) with no role restraints. Default state is unchecked. When selected, the logged‑in user is added to the contact picker. Removing yourself via the ‘x’ also unticks the checkbox. Unticking the checkbox removes the user from the contact picker

Assign Myself – Required at Start 

When creating an activity with a Required at Start contact picker, users with the correct role can see and select “Assign myself”. Display name is shown once selected. Users can also unassign themselves by deselecting the checkbox.

Assign Myself – Role‑Restricted Contact Pickers

If the user has the required role, the Assign myself checkbox is visible and functional (single & multi‑select). If the user does not have the required role, the checkbox is not shown.

Assign Myself – Updating Contacts in Running Activities

If a task is reopened and already has a contact assigned: Users with the correct role can only select Assign myself after removing the existing contact. Users without the correct role can remove the existing contact but cannot assign themselves. Multi‑select follows the same rules, allowing users with the correct role to add themselves.

Assign Myself – Completed Activities

In completed activities, the Assign myself option is never shown, regardless of whether a contact was selected or not.

Auto‑Assign Logged‑In User – Form Configuration

A new configuration option “Auto assign logged in user” is available in the Custom Form Editor. When enabled: If the contact field is empty, the logged‑in user is automatically assigned on task open. If the field already has a contact (and the task hasn’t been completed), auto‑assign does not override the existing value.

Auto‑Assign – Workflow Template

Workflow Editor shows an Auto assign logged in user checkbox when adding or editing contact variables. Default state is off when manually creating a variable. If the form configuration has auto‑assign enabled (and not set to inherit from activity), the workflow variable is pre‑populated with the same setting.

Auto Generated File Name

Date variables when creating an auto generated file name in the workflow can be customised by adding [date(DD-MM-YY)] to control how the dates are displayed. Other formats include:

  • DDMMYYYY
  • DDMMYY
  • MMDDYY
  • DD-MM-YYYY
  • DD-MM-YY
  • MM-DD-YY

Deactivated Users

When a user has been deactivated, they will gain (Deactivated) next to their display name to signpost that they're no longer active in the system.

Delegation Enhancements

Correct Task Assignment for Deleted and Restored Activities During Absence.

When a user creates an absence with a deputy, all their tasks are delegated. However, if activities are deleted and later restored, the system must correctly determine whether the task should belong to the original user or the deputy based on the absence status at the time of restoration.

'Start Immediately' option in delegation wizard

A 'Now' option is now available so that the user does not have to start an immediate delegation by tweaking the start time. 

Delegation Task Behaviour

  • Cancelled Activities are not included when tasks are delegated
  • Delegation rules do not override manual “Transfer Task” actions.
  • A transferred task is owned by the new assign user (not the delegate or the original user).
  • If a task is already delegated and then transferred to the original absent user using transfer task, the task will go back to the absent user and that task will no longer be treated as a delegated task (The task wouldn't again be delegated as it has been manually overridden). 
  • If a task is transferred, delegation rules for the original owner no longer apply.
  • Transferred task will always be displayed in the 'All my tasks' tab in my tasks page as these as separate from the delegated tasks.
  • A user can only have one active absence period across all domains.
  • When attempting to create an absence in a new domain, the user is directed to their host domains absence manager/delegation manager (Which ever feature is turned on for their host domain. Both can not be on at any 1 time).
  • Removal of 'Reason' when creating a delegation

Absent user > Summary Email

A new email which will:
  • Be sent once every 24hrs until 24hrs after the absence has ended
  • Be sent at 5pm (17:00) of the users set time zone
The email will include: 
  • Subject: Summary of delegated tasks on my behalf
  • Body: Please see a summary of your delegated tasks from the last 24 hours.
  • The delegation time period (Start and end)
  • Who my delegate/s are
  • The tasks that have been delegated on my behalf within the last 24hrs
  • The status of the tasks that have been delegated on my behalf

Past delegation table

When a user navigates to their delegation manager, any past delegations will now display in the 'Past Delegations' tab

Delegating tasks across domains

When a delegation period starts, all my tasks from all the domains where I have tasks will be transferred to my deputies. If a user has no active work in their home domain the Delegation is still valid based on other domains where they have assignments.

Other updates & Bugs

  1. Update text in the Revise Asset Task completion confirmation modal
  2. Fixed: Visual Brief asset is no longer uploading to a linked library
  3. Upload Field has been excluded from Mass Edit functionality
  4. Set Expiry 'Read only' state upon saving
  5. Updated text on the 'Unlock template' modal
  6. Fixed: The Activity Snapshot widget displays an incorrect count in the widget tooltip
  7. Delete asset option from a library has been removed where an asset is linked to a workflow
  8. Global Search Aggregation and search facet filters now available
  9. File Release > Remove ability for duplicate contacts on the 'Recipients' section
  10. Task Completed this week widget > Include role name in exported widget file name
  11. Busiest people widget > Include role name in exported widget file name
  12. Tasks Completed this week > Organisation-specific role filtering for dashboard widgets
  13. Activity Snapshot > My Activities tab > Notes model should close after saving a note
  14. Duplicate overdue notifications are sent to assignees who have already completed tasks
  15. Revise Asset Task > Update text of task completion confirmation modal for French and FC
  16. e-flow widget change to Aura Global
  17. Sidebar > Dropdown caret update in the Review History section
  18. Fixed: 'Create ticket for asset' button within approval step doesn't work with certain assets and workflows
  19. Fixed: Broken organization dropdown in edit team page
  20. Fixed: '500' Houston, we have a problem ...' issue when accessing an asset via review history page
  21. Fixed: Cancelled Activities are reassigned back to original user after absence periods ends
  22. Fixed: 'Units' issue on the busiest people widget
  23. Login page > Fix icon for language on login page
  24. New Calendar option for Activities 8am - 4pm
  25. Fixed: Role field got disabled when role constraints config in contact field.
  26. Fixed: Contact picker issue, not following the org pre-selected
  27. Fixed: Title or Description cannot be edited of a NH ticket when raised within an approval task
  28. Fixed: Contact Picker displays all users from unrelated domain when only one user has a role in current domain
  29. Domain Management API > Create a Linked Free Domain > Absence control
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