Updates

We’re continuing to make progress on Workflows, with a range of new capabilities and improvements in development.

Integrations and Actions

• Connect to services like Airtable, Asana, and additional connectors directly within workflows
• Send emails with attachments, including PDFs, invoices, and generated files
• Automatically generate strong passwords during user creation and reuse them within the same workflow

Data Handling Enhancements

• Append values to text and multi select fields instead of overwriting them
• Update multiple records across tables in a single action
• Duplicate records along with their connected child records

Logic and Conditions

• Use the logged in user directly in conditions for branching logic without additional lookups
  
  

User Experience Improvements

• Real time notifications with progress indicators and record counts when workflows run
• Support for multiple workflows running simultaneously with grouped visibility

Organization and Navigation

• Organize workflows into folders with a tag style interface
  
  
• Dedicated Workflows menu with a refreshed design and Dark Mode support

Editor and Mapping Improvements

• Step cards now include contextual details such as selected tables or templates
• Improved trigger visibility with clearer event and schedule details
• Enhanced field mapping with multi step data selection
  
  
• Search and collapse options for large mapping configurations

Logs and Execution

• Improved workflow logs with readable run times and clearer JSON output
• Option to run workflows instantly by bypassing the queue when needed

Filtering Connected Records on Child Pages
You can now filter connected records directly on child pages within Charts and Pivot Tables.

This makes it easier to drill down into related data and view only the records that are relevant within nested or hierarchical views.

You can now add Charts and Pivot Tables directly into PDF Pages.

This makes it easier to generate dynamic, data rich reports with visual summaries included in your exports.

You can now import data directly from SFTP, with flexible configuration options to automate the process.

You can define rules for how CSV files are located and retrieved, including file naming patterns and folder structure.

You can also configure actions to run when an import starts and trigger additional actions when the import is completed.

This makes it easier to automate recurring data imports from external systems with minimal manual effort.

We’ve made several improvements to Subforms to enhance flexibility, performance, and data control.

What’s new:

• Support for filtering connected values
• Dependent dropdowns within subforms
• Validation requirements to define how many rows must be added
• Improved equation performance for faster updates

We’ve also introduced grouping capabilities, allowing subforms to be organized in a more structured format, with optional subtotals for improved visibility and reporting.

Subform Validation Options
You can now customize validation rules for subform items, including required fields, minimum or maximum rows, and other conditions to help ensure data consistency.

⚠️ Note
We’re currently working through a few final issues to ensure Subforms are fully stable for release.

Example Video
Check out the latest walkthrough showcasing these features in action.

You can now apply display rules directly to field options.

This allows you to show or hide specific choices within fields like Radio, Select, and Multi Select based on values from other fields.

This makes forms more dynamic and ensures users only see options that are relevant to their input.

We’re rolling out Subforms, allowing you to create multiple child records directly within a parent form.

For example, when creating an Invoice, you can add all related Line Items within the same form, without needing to navigate away or create records separately.

Rollup fields in the parent table can be displayed with real time calculations, and any equation or formula fields in the child table will automatically update as new records are added.

This allows totals, counts, and calculated values to update instantly as users enter data, creating a more seamless and dynamic form experience.

We’ve introduced Import Templates for API based imports to streamline working with external data sources.

Previously, imports from outside Tadabase required manual setup and mapping each time. You can now save your import configuration and reuse it as needed.

This makes external data imports faster, more consistent, and easier to manage.

Enterprise Search can now display table names when searching via connected fields.

This provides additional context for search results and makes it easier to understand where data is coming from when working with related records.

We’ve enhanced the Display Rules interface in Universal Components to make it easier to manage, especially when working with multiple conditions and actions.