2 posts tagged with "Ingestion"

Our early-December 2025 release brings improved visibility into ingestion workflows, smarter task handling, better document and quote management, and important security updates — all aimed at enhancing reliability and usability across the platform.

Here’s what’s new:

Added

• Checklists & Forms

  • Introduced task repeatability for form fields, making recurring data entry smoother and more structured.

• Ingestion

  • Added success and failure counts across all ingestion workflows for improved visibility into processing results.

• Quotes & Contacts

  • When creating a quote or contact, the options shown in the organization and contact dropdowns now respect your access permissions:
    • Users with organization read access will see all organizations.
    • Users without organization read access will see their own organization only.
    • Contacts shown depend on whether you have access to the Contacts app and its data, showing only relevant contacts under your organization if access is limited.

Fixed

• PDF Viewer

  • Fixed an issue where child manuals in dynamic manuals lost PDF outlines and annotations, so all document structure and notes are now preserved.

• Manuals

  • Resolved an error preventing users from uploading new document versions.

Security

• Applied platform-wide security updates to ensure safer and more reliable operations.

That’s all for the early December release — bringing clearer ingestion insights, smarter task workflows, improved document and quote management, and stronger security across the platform.

Our early-November 2025 release makes TwinGPT smarter, enhances quote workflows, improves task management, focuses on smarter monitoring, smoother ingestion experiences, improved automation in task management, and introduces new self-serve ingestion and search capabilities.

Here’s what’s new:

Added

• Ingestion

  • Introduced Self-Serve Ingestion, empowering users to upload and manage their own data ingestion workflows.
  • Added visibility into failed records within the Requests table for easier troubleshooting.
  • Display selected ingestion type details and enable template downloads for quick setup.
  • Users can download ingestion logs directly for better troubleshooting and audit visibility.

• Parts

  • Added a completion notification when parts ingestion finishes successfully.

• Tasks

  • Automatically generate unique task labels during enrollment for better organization and tracking.

• Quotes

  • Introduced a timeline view showing webhook and external event activity.
  • Added child part nesting support for a clearer, structured quote items list in quote workflows and all related emails.

• Search

  • Enhanced global search with support for contacts, dealers, and stores, now searchable directly within relevant apps and quote creation flows.

• Issues Monitoring

  • Handling the issues before you even notice them, ensuring a smoother and more reliable experience.

• Tasks

  • Added support to send reminder emails 7 days before a task’s expiration, keeping users informed and proactive.

Fixed

• Outcomes

  • Fixed an issue where the user list failed to load for non-admin users, improving accessibility and stability.

• Parts

  • Fixed an issue with hierarchy expansion when interacting with parts in the 3D viewer.

• Performance & Stability

  • Improved reliability and performance across ingestion, search, and quoting workflows.

Changed

• TwinGPT

  • Added manuals ingestion progress tracking for greater transparency during uploads.

• Quotes

  • Added part images to the quote details page for richer visual context.
  • Improved email templates to support child part nesting in quotes.

• Tasks

  • Refined the UI to support the new assignment and allocation flow, improving task ownership and clarity.

• Account (UI)

  • Added a task reminder email template within account settings, supporting easy customization of reminder messages.

That’s all for the early November release — delivering improved visibility, greater intelligence, enhanced automation, and a more self-service, user-friendly experience across ingestion, authentication, TwinGPT, quotes, tasks, and core workflows throughout the platform.