August 2025

Release Date: 08/27/25

Sprints: 44, 45, 46, 47, 48

Improvements: 

• Styling of Filters has been adjusted so more information in drop down list of tables, field, operators, and value display. The mobile version has been updated for clarity as well.
• Filters are improved for when to show/hide value box when different operators are selected.
• Checkbox-Lists and Radio Buttons styling has been modified to improve the way those fields display on forms.  
• Printing of Forms has been improved to show alerts as open, remove pencil, hint, and meatball menu icons, remove shadows and improve overall styling for a better print experience.
• Sub-form records meatball menu has been modified to improve it's placement to avoid horizontal scrolling when possible.
• Activity Tracking report has been updated to improve visibility to exports of data from SAM. This is helpful for security and audits.
• Auto Action Details screen shows hints for Execution Settings to support users with when to use these customization options.
• Create New Auto Action screen has been simplified. Execute more than once has been moved to the Auto Action Details screen.
• SAM hints for settings have been updated.
• Report Builder Sidebar links have been reordered for clarity.
• Report Stats are set on all Reports to be closed when a Report is first opened. Users can view Report Stats by clicking the down arrow on the accordion. The option to Show Report Stats by Default has been deprecated to simplify customization options.
• Report Stats based on Checklist Box Items display counts for records with no checkbox list options selected, so empty record counts can be found.
• When clicking on Fields in Form Customizer, SAM will open the Field Properties screen in a new tab.
• In Form Customizer, the Advanced Form Properties Screen has been reduced by two options as we work to simplify the customization options around form building.
• Styling for Encrypted Fields has been improved. When an encrypted field has a value, SAM will display 'Encrypted." When a user clicks the field, the Decryption Password will be requested, and on correct entry, SAM will display the value.
• Prefill Groups links no longer show on sidebars where Prefill groups is not enabled. Prefill Groups are setup under Settings vs having options to setup on forms too. SAM Guide: Prefill Groups
• Prevent SAM Leads from deleting fields that are designated as system fields to protect SAM's core functionality.
• When adding a new checklist item to the Checklist Configuration, SAM now knows the table selected and will show the document upload fields available on that table when configuring new checklist items.
• Prevent the addition of new fields if over table limit. This only applies to tables with greater than 900 fields.
• Report on templates now filter to correct record in most cases this will be to the Case table.
• Filters on Checklist Items now appear in a modal instead of a tool tip. reducing the time it takes to load the Checklist.
• Checklist Section Filters have less spacing between rows and are easier to read.
• Users that don't have permissions to edit certain records will now no longer see Enter Record on View Forms nor see the Edit Icon next to fields.

Bugs: 

• Un/Select All for Invoices and Receipts works even when Credit Card Processing is not enabled and the Pay Now selection is unavailable.
• Forms linked to checklist items based on multi-record tables link to the correct record when the form is based on the same multi-record table.
• Users with View Only permissions cannot edit/delete checklist items or sections.
• Filters based on Date-Time fields accept operators based on Month, Quarter, Year
• Moving Filters between Filter Groups has improved behavior.
• Auto Actions setup to show additional email addresses has been lengthened, so more email addresses can be included.
• Email Authentication Error Alert no longer links to out of date support guide.
• Photos uploaded on public forms communicate more clearly that a photo is uploaded and can be reuploaded.
• Use Different List on Form Customizer sidebar is now hidden when it does not apply.
• Resolved issue when Auto Match finds duplicate record, the login screen now appears on Public Forms.
• Section Headers are now easily editable from Form Customizer on Horizontal Forms.
• Public Forms will now display that a document is uploaded rather than having the Open Document link appear, which redirects them to the internal Login page.
• The Reset Decryption Password page used to display the password instead of the password dots.
• Removed redundant link on the sidebar for Respite Credits Earned for Child Accounting Details.
• Users that don't have permissions to modify Checklist Sections and Items are no longer be able to edit said items.
• Reverted changes from a Checklist improvement that caused issues with the server.
• Fixed issue when End Users tried to reset their password from the popup.
• Fixed bug that wouldn't allow users to create custom Checklist Items.
• Fixed bug that wouldn't allow users to create List based fields.