Changelog

New Automations UI

Create automations using the new flowchart-based interface, which provides a clear visual overview of workflows. Configure complex automation logic with ease and gain better insight into every step of the execution.

Automations Branching

Take automations and AI automations to the next level with branching. Use branches of conditional logic to create powerful multi-step rule-based and AI automations, such as sentiment scoring incoming tickets and depending on sentiment notifying the right person.

Automations Wait Step

Our new Wait step enables full control of your Automation. To time your processes, the Wait step lets you pause an Automation for a specific amount of time (or to a specific date) before the next step runs.

Advanced filtering in Data Explorer

Data Explorer is the place for each user to quickly find answers and act on data. Advanced Filters, which include filter Groups and cross-object filters, means you now have more complete query abilities.

Create Page from Data Explorer

Most Data Explorer sessions will be ephemeral - you find your answer and then it’s naturally discarded. But many session will also be the starting point for setting up a more permanent analysis or workflow, and now you can with two-clicks save down your view as a Page and bring it into your workspace.

Apply, Create and Edit Global Filters in Data Explorer

Global Filters are the organisation’s common data definitions. Now anyone can bring them into Data Explorer to use for querying, and Admins can manage Global Filters interactively straight from their data view.

Widget “Slicers”

In reporting and analytics, looking at data over time is crucial, and the Date Slicers take that ability one step further. Slicers allow you to define a “date period variable” per widget that the dashboard viewer can use to time-travel across underlying datasets. An example is looking at how usage has developed over a quarter, but you want to give the viewer quick ability to flip between quarters to see development. Read more here.

Updated Live Collaboration

Data updates are captured in real time with a flash of colour in the cell or row that was updated, and a label telling you who did it. This makes your pages and documents come to life - not only is all of the data in one place, but the users are, too.

Object References in Documents

@mention any object in Planhat directly in your Documents (in addition to in Comments and Descriptions) to bring together collaboration with data, ultimately reducing the need to toggle between multiple systems.

Documents: Comments

An update that needs no further introduction. Documents are collaborative, and we've brought in Comments to make them even more so. Comments are real-time updated, drop straight into your central work management, and you mention any team member (and soon, any object in Planhat database).

Documents: Version History

Find previous version of your Document content and restore them when in need.

Page Auto-archiving

System hygiene is a critically underrated part of any enterprise application. Page auto-archiving means that Pages that are not part of any Section and have not been visited by anyone in 60 days become automatically archived, to keep your Content Explorer tidy. Archived Pages are easily findable and un-archived.

Background Jobs

A new service to process high-volume long-running jobs, like email syncs or bulk-create of thousands of records. Background Jobs are mostly operating in the background, meaning a more robust and resilient system, but admins can view current and historical task execution for better systems control.

New Shortcuts

Freshly introduced shortcuts across the application, focusing on core navigation and common workflows. Explore in the Help Menu in top bar. Access global modules, quickly create objects, and toggle between items in lists.