Product Updates - v3.67

This release introduces a new heatmap chart visualisation for dashboards, expanded Diana AI invoice processing capabilities, and significant improvements to role and permission management. We've also added selective attachment publishing in workflow activities and resolved a number of issues affecting asset publishing behaviour, delegation restrictions, and dashboard data filtering.

🪄 Feature Updates

Automatic Default Role Assignment to Flows

Ecosystem administrators can now configure default roles at the ecosystem level. When a user belongs to a configured default role, they are automatically assigned to new work items and assets with the appropriate permissions — owner, reader, or a specified flow role — upon creation. A new flag additionally allows administrators to apply updated role configurations retrospectively to all existing open work and assets, without requiring manual reassignment. (27889)

Dashboard Heatmap Chart

A new Heatmap Chart component is now available in the dashboard builder, enabling data density to be visualised across two categorical axes with configurable colour gradients and interactive filtering. The chart dynamically sizes to its container and correctly handles all axis value types, including numeric zeros and empty strings. (1616, 3223, 3224)

Invoice AI Enhancements

Diana AI's invoice validation has been expanded based on client feedback. Validation now accounts for discounts present in Contract data when checking line item prices. When a user has already selected a contract, the AI will use that selection rather than searching for a new one. A new configuration option also allows work submission to proceed even when invoice validation has not passed, providing greater flexibility for exception workflows. (283, 3227)

Selective Attachment Publishing

The CreateUpdateEntityData workflow activity now supports an optional attachment list property. When specified, only the nominated attachments are published to the target asset. When omitted, all attachments continue to publish as before, ensuring full backwards compatibility. (1620)

🐞 Bug Fixes

Delegation permissions correctly removed when restrictDelegation is enabled

When a flow is configured with restrictDelegation set to true, users who also held a Flow Genius (FlowOwner) company role were still being assigned delegate and delete permissions on work items, causing the edit icon to remain visible. The delegate permission is now correctly stripped from all non-owner users when the restriction is active. (1634, 1637)

Asset data publishing now supports nested object paths

The publish data activity can now correctly target and publish data that is nested inside an object within an array. Previously, the entire asset object was being published instead of the specific property at the given data path, resulting in incorrect nested data being saved to the asset. (1622, 1623)

EntityType validation error on new asset publish resolved

Publishing a new asset type no longer erroneously reports a missing EntityType when a value has been provided. The root cause was a processing order issue where tag values were overwriting the entity type before it could be persisted. The entity type is now correctly set and saved before tag processing occurs. (133, 1621)

Publish data activity handles empty relationship and filter configuration

The publish data activity now gracefully handles cases where AddRelationship is set to false or where the WorkFilter is empty. Instead of producing an error, the activity logs a warning and continues processing. (28583)

Dashboard flow origin filters now applied correctly

Dashboards now correctly apply flow origin ID filters when retrieving data. Previously, these filters were not being passed through to the data source query, which could cause dashboards to return data from unrelated flows. (3222)

AI-configured datagrid toggle columns now generate valid configuration

When Diana AI builds a datagrid component containing toggle-type columns, the toggle switch is now correctly configured. Previously, the converter did not set the required body property on toggle columns, resulting in configuration errors in the generated component. (275, 287)

Entity permissions and user graph search updated

Internal improvements have been made to how entity permissions are resolved via user graph search, improving the reliability of permission lookups across the platform. (1601)