Product Updates
v1.75 - 08/05/24
Add PDF file upload for HubSpot workflows
Add warning modal when navigating from HubSpot source with unsaved changes
Fix minor UI bug on outputs page
v1.74 - 01/05/24
Add direct HTML editor to email blocks (BETA)
Add "Draft" and "Signature Requested" status options to output page filters when applicable to the workflow
Add prominent loading indicator to HubSpot source field table after making changes from "manage fields" modal
Fix bug in =IF formula fields for conditions contained quoted strings
Fix missing custom object fields for duplicated HubSpot workflows
Fix text entry fields not displaying in the correct position for signable documents
Experimental: Add extend by page for Google Slides workflows using data grouping. (Please contact support if you would like trial this feature on existing or new workflow)
v1.73 - 24/04/24
Add filtering controls to the output page
Fix missing "In Progress" state on the outputs page
Fix email editor not showing inserted drive images
Fix signature request attachments not showing up in some emails
Fix signature request button to have contrast for custom branding colour in email
v1.72 - 17/04/24
Add signable document preview link, this now allows for signing to be completed in any order
Add "Show in Hubspot" option to control if a workflow should be visible in the HubSpot actions menu
Improve in-app navigation, Portant will now remember your current position in a workflow when you click back from settings
Update workflow creation process to always ask for a workflow name. To keep your workflows better labeled
Improve outputs page navigation and pagination
Fix multiline text bug in IF formulas
v1.71 - 03/04/24
Add outgoing webhooks to send automation event data to app from Portant
v1.70 - 20/03/24
Add trust certificates to signable documents/signature requests
Improve HubSpot associated modal picker to handle large amounts of associated objects
Improve date and time parsing to handle more formats (e.g. "13:02" from Google Forms can now be converted to "1:02pm" when configured as a "Date" source field)
Update app flow to allow users to access their workflows after pro trial has expired
v1.69 - 13/03/24
Add arithmetic expressions to formula fields
Add decimal place modifier
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to numeric formula fieldsAdd date arithmetic and built in formulas (MINUTES, HOURS, DAYS, WEEKS)
v1.68 - 06/03/2024
Add HubSpot associated object picker deselect/select all input
Add HubSpot override signature request options
Improve set of default Copper source fields
v1.67 - 26/02/2024
Add HubSpot associated object picker
v1.66 - 19/02/2024
Add Copper CRM integration
v1.65 - 12/02/2024
Improve Google Drive file access for teams workflows
v1.64 - 29/01/2024
Add default date and number formatting user settings (applies to formula fields as well)
Add confirmation modal to be displayed when changing HubSpot primary object
Add update warning to be displayed on login page when backend is down
Add "ran by" user's name to outputs page items
Add =ROUND formula field
Fix preview navigation and review loading issues
Fix search on teams management page to now be case insensitive
Fix email editor save state display bug
Fix automatic navigation when adding a new document before an existing one
Fix bug that prevents source conditions from being updated or deleted
Fix OAuth display updates on settings and workflow template pages
v1.63 - 23/01/2024
Improve team manager interface with viewer, runner, editor, admin and owner roles
Add last edited and owner names to team workflow rows in list view
Add always present side navigation bar
v1.62 - 08/01/2024
Add "User" field type for HubSpot users
Fix trailing slash in custom folder path causing a blank folder to be created
Improve extend tables (Data Grouping) for Google Slides
Improve backend error recording for better support
v1.61 - 03/01/2024
Add variable amount of seats to teams plans, this is now displayed on the teams settings page
Fix formula fields that were coming up as invalid in source field table
Fix logic to strip invalid characters from emails when contained in tags
v1.60.3 - 20/12/2023
Add DD.MM.YYYY date formatting option
Add
=TRUNCATE(text, length)
formulaFix PDF file name issue for periods "."
v1.60 - 16/12/2023
Update "start automation" flow to prevent timeout errors
Add new share button UI and flow to help users upgrade to Teams
Add ability for support staff to capture automation item data to help track down errors
Begin capturing trust data for signature requests
v1.59 - 06/12/2023
Improve frontend data caching
Add subscription upgrade modal after user has upgraded
Add new sign up page (initial change for new onboarding flow, coming soon)
Add email error reporting to the outputs page
Fix HubSpot status property for "Signature Requested" status
v1.58 - 23/11/2023
Update HubSpot Portant properties to include signature request link and pdf link
Add Portant block to HubSpot workflow automations
Fix number formatting to not include extra zeros
v1.57 - 15/11/2023
Add support for nested associations from HubSpot
e.g.
Deal -> Deal Month -> Ad Plan:
This will include ‘Ad Plan’ Data when merging on the ‘Deal’
Change aggregated formula fields that to expect numeric values to treat NaN (Not a Number) fields as zero to continue the aggregation rather than causing the entire field to be blank
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