Updates

• Real-time filtering: Now, ideas will enter and leave views dynamically depending on whether or not they match the filters, without having to refresh the page.
• Teams as Section Owners: You can now make a team the owner of a section. This will make every member of the team able to manage the section, as well as the idea collections within it.
• Improvements to the Zoom Level accessibility option.
• Fixed an issue with autocomplete inside the add people dialog.
• Fixed an issue when setting up custom domains or editing the subdomain where it wouldn't work when it ended on a dash.

• Added import/export theme functionality from Theme settings for easily saving the configuration
• Users can now customize what kind of notifications they are interested in from Notification settings
• Fixed an issue that could cause to automations being flagged as cycles when there were many automations with the same trigger configuration
• Fixed an issue where the active view in an idea collection could be clicked to trigger unsaved view warnings
• Fixed an issue where the workspace name could be truncated in the sidebar

Decide what should happen to ideas and data when a user is deleted. You can choose to delete the data, transfer it or anonymize it.

SCIM provisioning allows managing user identities in the cloud centrally for the entire organization and is a preferred standard for some larger organizations.

The Nested Teams functionality enhances the organizational structure within Ideanote by allowing the creation of sub-teams within existing teams. This feature facilitates finer-grained access control and a clearer hierarchical team management system, reflecting complex corporate structures within the Ideanote platform.

Browse incoming ideas like your email inbox, with a box of headlines to the left and a full view of ideas to the right.

• New Inbox view: A good way to get an overview of new ideas in your idea collections.
• Nested Teams: You can now create subteams of other teams. This makes it easier for you to match the hierarchy of your organization and to set up access to your idea collections.
• Complete overhaul of team settings: You can now drag and drop the relative order of teams, as well as drag and drop them in and out of each other to assign/unassign subteams.
• SCIM Integration: Ideanote now fully supports SCIM (System for Cross-domain Identity Management), an open standard that allows for the automation of user provisioning between software systems, such as between your IT-infrastructure and the Ideanote platform. It enables you to create, update, disable, and delete users and teams from within your own system, such as from a Microsoft Entra ID/Azure AD application you’ve set up internally for usage with Ideanote.
• Data Retention Settings: You can now customize how user-generated content is handled when users are deleted. You can either delete content (the current behavior), preserve it, but dissociate it from the deleted user, or reassign the content to a new user.
• New Accessibility setting: Zoom level. You can now apply a scaling factor to the overall sizing of text and UI elements on the Ideanote platform to improve legibility.
• Improved the experience of typing in several text fields that continuously auto-save changes where the user's input would often be lost while typing and replaced by an old response from the server
• Improved error handling when AI suggestions fail due to unsafe content
• You can now list ideas via the public API using the friendly ID of idea collections instead of full GUIDs.
• Fixed an issue where the Random sorting option would sometimes not work.
• Loosened cycle detection restrictions in automations for improved stability.
• Added a new Sendgrid integration that enables you to use your own SendGrid token and send emails from your own domain on your workspace.
• Added a public API endpoint for extracting ideas for an idea collection via Excel.
• Added a public API endpoint for listing charts for a view, an idea collection, or the entire workspace.
• Shareable links to idea collections with edit rights now first show edit buttons and other sensitive information after the user fully signs up/in.
• The invite dialog now closes automatically after submit.
• General accessibility improvements
• Improved formatting of long phase names in phase selectors.
• Improved formatting of long workspace names in the sidebar.
• Improved the styling of the search button in the sidebar
• Fixed an issue when setting up conditions on Member fields on form entries inside conditional idea fields and automations
• Fixed an issue where phases could not be reordered via drag and drop in their vertical representation.
• Fixed an issue where the tooltip showing the absolute timestamp of an idea would interfere with the stats card for the idea owner.
• Fixed an issue where changing the categories of an existing idea collection template wasn’t possible.
• Fixed an issue where the NPS survey could display while another dropdown or tooltip was open.

• Full timestamps for ideas are now shown inside a tooltip on hover.
• Reviews, review results and form entries are now included in advanced excel exports for ideas
• Improved on the structure and consistency of excel exports for ideas.
• Made the autocomplete dialog inside automations wider so it wraps text less often.
• Automations scoped to missions can now optionally decide to run their automation actions in other idea collections for some types of actions like ‘New idea’. This enables workflows where incoming ideas can be copied to other idea collections, possibly with modifications.
• Automations with an idea (or idea-related) trigger can now optionally apply their related automation actions on other ideas. In the past, these were locked to only apply to the idea that triggered them.
• Autocomplete suggestions pointing to idea fields inside automations now show the title of the field directly as the user is typing, so they can quickly understand which idea field it relates to.
• Updated the layout of the "Forms" settings page to align with other settings pages.
• Allowed for ordering by creation date for more types of entities.
• Fixed an issue where goals could not be deleted if an idea collection template referenced them.
• Fixed an issue where some members could access People settings without having the necessary rights.
• Fixed an issue where contents for "Member" idea fields would not show inside List views.
• Fixed bugs related to ratings inside advanced excel exports for ideas where it could show the same ratings multiple times.
• Fixed an issue where dynamic bindings could not be bound to attachment fields inside automation actions.
• Fixed an issue where autocomplete suggestions inside automations were not always correctly truncated, leading to very long and difficult to read strings.
• Fixed an issue where the autocomplete suggestions inside automations would incorrectly suggest fields from the target mission when binding to fields on the trigger mission in "Create Idea" and "Update Idea" automation actions.
• Fixed an issue where the autocomplete suggestions inside automations would not refresh when the user selected a different idea collection.
• Fixed an issue with applying dynamic bindings to checkmark fields.
• Fixed the dynamic binding type of options for radio-, image choice, checkmark and dropdown fields such that they appear as "text" instead of "ID".
• Fixed an issue where the autocomplete suggestions for automations could sometimes show the word "mission" instead of "ideaCollection".

Use our inbuilt automation system to create and send notifications to people. Notifications are listed in the app and sent via email as part of the existing notification system.

Choose between a selection of user avatar profile pictures that are assigned to new users when they are created.

• Added a new automation action that can be used for creating custom notifications for users.
• Workspaces can now choose between a selection of user avatar styles that will be assigned to new users when they are created.
• View slugs are now more robust when handling non-ASCII characters.
• The "Add" button in idea collections is now "Add Idea" instead.
• Disabled tabs inside workspace settings are now hidden for users who can’t access them.
• Fixed an issue where some users could not delete their personal idea collection templates.
• Fixed an issue where clicking "Load more" inside some dialogs would close the surrounding dialog.
• Fixed an issue where the NPS survey could display in places it shoudn’t.
• Minor bug fixes and improvements

• New ‘Accessibility’ settings tab under Account settings.
• The Browser/OS preferences for Motion Intensity are now respected, and can be customized via Accessibility settings.
• Added a new security toggle, ‘Allow remote customer support’, that explicitly grants Ideanote support access to a workspace for support cases.
• Creating a new idea collection template is now substantially faster and more reliable.
• Activities made by a user can now be exported to Excel from their profile page.
• Fixed an issue where numeric chart labels would not appear on horizontal charts.
• Allowed text labels on charts to grow larger for improved visibility on large numbers.
• The full non-truncated text labels are now always shown on charts inside tooltips shown on hover.
• Added a new ‘Show Legend’ toggle to many charts that, when enabled, will always show the legend on the charts, even when presented as cards. The legend will continue to be shown when a chart is expanded or in presentation mode.
• Added headlines to the Template Gallery pages.
• New Scorecard charts will default to having no background fill color.
• Funnel charts that group on phase names inside idea collections now respect their relative ordering.
• Fixed an issue where an incorrect warning about unused dynamic bindings could appear inside automations
• Fixed an issue where phases with Hidden Activities could still notify users about activities in those phases, despite their missing access to them.
• Fixed an issue where moving an idea to another idea collection would appear in the UI as if it was added to all of its phases temporarily.
• Fixed an issue where drafts would not work on form entries
• Fixed an issue where the shareable links tab could appear inside the Share dialog even though shareable links were disabled on the Workspace.
• Fixed an issue where toggling ‘required’ or ‘show title’ on an idea field would discard the users input.
• Fixed an issue where the dropdown menu of suggestions for @-mentions would sometimes not appear in comment replies.
• Fixed an issue where some users could see the ‘Export to Excel’ button without having the rights to do so.
• Fixed an issue where admins was not allowed to export activities to Excel in some cases.
• Improved the generated filename of activity excel exports for ideas.