In order to provide you with more detailed information on our updates we have broken the Release Notes down by module.
New Features
Client Data Sharing - Permits
What: Allow enabling user-specific
sharing of permit data with partners (users from different departments) using a
structured interface, so that individual users can collaborate effectively on
permit-related workflows while maintaining controlled access.
Why: Allows clients to collaborate on permits with local partners.
How: In the Admin Module, navigate to User Data Sharing, add a user (by name) and provide the view only permission for Permits.
What: Created the ability to clone an
existing permit type within a site.
Why: Permit types often share similar
configurations, such as custom data fields, workflows, forms, and automation
settings. Manually recreating each variation can be time-consuming and error
prone. Allowing users to clone an existing permit type will significantly
reduce setup time, improve accuracy, and ensure internal consistency—especially
when multiple types differ by only a few settings.
How: On the Permit Type page, select Clone Permit in the Actions Column. Rename the Permit Type and then Save.
Use Case: Saves time and ensures consistency—especially when custom
data fields, workflows, email setups, automation settings, forms, and Community
Connect options need to be reused across permit types.
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