Team Matching and Automation Enhancements

Find people who belong to exactly the same teams as someone else with the “Matches user” option in Team filters. Profiles show the first and last levels of nested teams; hover to see the full path. Automation notices also explain repeated runs and link to the affected run.

Improvements
  • Users Added a “Matches user” option to Team filters to find people who belong to exactly the same teams as a selected user.
Fixes
  • Forms Conditional fields now appear after you select an answer, including in Form Preview.
  • Collections Grouped fields in Expand phases now copy correctly when saving an idea collection as a template or creating one from a template.
  • Collections The Custom Filter field selector now stays open when you select “Load More.”.
  • Automations Automation conditions now have a chance to prevent a loop before the automation is paused or switched off.
  • Automations “New Idea” and “Update Idea” actions without configured form fields now show that configuration is needed.
  • Automations AI Attachment field references are now retained correctly in AI workflows and automation actions.
  • AI AI-generated structures no longer appear incorrectly on a single line.
  • Users Choosing “Any team” now clears the previously selected team.
  • Automations Automation selectors now show the correct dynamic variables and user choices, and ideas and comments from the relevant idea collection.
Changes
  • Users Updated profiles to show the first and last levels of nested teams, with the full team path available on hover.
  • Forms Updated Form Entry forms with multiple field groups to load faster and show loading placeholders until ready.
  • Automations Updated automation notices to explain why an automation ran again, show the chain of events, and link directly to the affected run.
  • Translations Updated Spanish translations.
  • Automations Changed automation filters to stop offering “The visiting user” where a specific person or dynamic variable is needed.