This article lists features, improvements, and bug fixes that are available in sandbox environments only.
Once the features are released to production environments, they are deleted from this article and will appear only in the standard release notes.
Collaboration Room
🛡️Multi-device session access security update
Accessing the same session from multiple devices now requires identity verification, reducing the risk of unauthorized access. Depending on your configuration, verification is handled through an existing IDV method or a one-time password (OTP) sent via an available communication channel and applies to both self-service and assisted sessions.
For details, impact, and required actions, see the service notice: Upcoming change to multi-device session access.
🔢 Preserve leading zeros with numbers-only Text Attributes
Text Attributes can now be set to accept digits only, ensuring numeric identifiers are captured exactly as entered. Non-numeric characters are blocked, leading zeros are preserved, and the value is stored as text, with a numeric keyboard automatically displayed on mobile.
🔎 Improved HTML document viewing on mobile devices
HTML documents now support zoom controls and fit to screen reset to make content easier to view on mobile devices. This improves readability during sessions on smaller screens.
⏭️ Streamlined Document Request step completion
After the final required document in a Document Request step finishes uploading, the session now automatically moves to the next Workflow step—no need to click Next.
Case Manager
🤴 Enable more flexible ownership-based lifecycle rules
Case Manager now supports more precise ownership-based conditions in lifecycle transitions and state configurations.
You can use:
IS_CASE_OWNER – A Boolean value that evaluates whether the current user is the assigned case owner (equals true / false).
CASE_OWNER_NAME – A string value representing the assigned case owner’s name, supporting standard comparison operators such as equals and not equals.
🔄 Control task behavior based on case state
You can now configure conditions in the Case Builder based on a case’s current lifecycle state. This allows tasks to be enabled, set to read-only, or otherwise controlled dynamically according to the case’s active state.
The following system values are now available in the condition component:
CASE_STATE_ID – The unique identifier of the current case state, recommended for stable condition logic.
CASE_STATE_NAME – The display name of the current case state, supporting standard string comparisons.
Conditions evaluate the case state at runtime and update automatically as the case progresses through its lifecycle.
👀 Quickly identify case types with unpublished changes
A visual indicator now appears in the Case Type list when a case type contains unpublished changes, allowing you to spot draft modifications at a glance without opening it.
🗂️ Delete case types from the template builder
You can now delete a case type from the case template builder. This allows you to remove unused or outdated case types and keep your case configuration clean and up to date.
🧩 Case task description character limits
Case task descriptions now support up to 250 characters, with the limit enforced directly during editing in the Cases builder.
Admin Center
⚙️ Align the Attributes mapping experience with other builders
The Attribute mapping page has been updated to match the newer experience already available when creating Attributes in Forms and other builder pages. This brings a more consistent and modern interface across Attribute configuration.