Process and Tasking v1.0.0.6


Proof of concept Data Forms canvas app and initial action assignment custom pages and dashboards.

May-06, 2024

  • Data Forms Canvas App (proof of concept): Demonstrates a data-form centric hierarchy of tasks and a new approach to form-driven workflows.

  • Custom page for related Action Assignments: Added a custom page to show related Action Assignments for a parent record. This uses the “Get Action Assignments for Record” flow to retrieve assignments for the record and provides an initial proof-of-concept foundation for future enhancements.

  • Action Assignments dashboard: Introduced a dashboard for monitoring and managing action assignments across the system.


This release focuses on early experiments and UI proof-of-concept components to enable richer form-driven task experiences and better visualization of action assignments.