November 2026 Release Guide

Content Viewing

New

• Link models open directly — Opening a Link model goes straight to its target: PDFs and library files open inside BusinessOptix and external websites open in the full window, controlled by a new Open link setting.

Improved

• Comments — Resolved discussions stay in the Comments sidebar until there has been no activity on them for 60 days, a Show older comments button brings back hidden ones, and the notification text reads clearly in dark mode.

Fixed

• Model page — The workflow banner sits above the ribbon, so zoom, filter, comments and actions are always usable. The navigation bar shows the icon of the model you have open when switching between models.

Dashboards

Dashboard designers gain new filter types, card styles and layouts, and dashboards open quicker with a cleaner look.

New

• Filter groups — Filters can be placed inline next to the content they affect, including as a sidebar, shown as Dropdowns, Chips or a Hierarchy list. A new Selected values component shows current selections as removable chips.
• Conditional filter defaults — A filter's default selection can be set with a condition such as Not Equals, Includes, Has any value or Greater Than, as well as an exact match.
• Cards as buttons — Static Cards, Metric Cards and Card List cards can display as buttons with a configurable label, icon, colour, size and style, opening the card's drilldown.
• Charts on more card styles — A chart can now be added to Simple Card and the left and right icon card styles, not just Metric Trend, and appears below the value. Switching to a style without chart support hides the chart, and it returns when you switch back.
• Pop-up drilldown pages — A drilldown page can open as a pop-up, so detail appears without leaving the dashboard.
• Table export control — Dashboard tables support the "Allow data source inspection" option; clearing it hides the CSV/XLS download button.

Improved

• Quicker opening — Dashboards open noticeably quicker: the page layout appears straight away with placeholders while data loads, and much less is downloaded up front. Open dashboards refresh only for relevant changes, and not while the browser tab is in the background.
• Responsiveness — Dashboards no longer freeze the browser while they are set up, and widgets appear as soon as their data is ready. Drilling down to another page is much quicker and shows only the new page's widgets.
• Cleaner, more compact look — On Dense and Compact dashboards, chart cards use tighter padding and smaller titles, legends and axis labels, and horizontal bar charts have evenly sized rounded bars. Dashboard cards, card lists, filter bars, side panels and the Browse page have a subtle border, and page tabs are slimmer with icons beside their labels.
• Tooltips — Long tooltip text wraps within a maximum width and height and scrolls when needed, so the hovered item stays visible.

Fixed

• Drilldowns to Author — Drilldowns that open in Author by model id go straight to the model's edit page.

File Browse

New

• Download selected — Tick one or more files or folders in Browse and download them together, with folders arriving as zip files.
• Open in new tab — Model names and icons in Browse, and model cards on dashboards, behave as normal links, so they can be opened in a new tab or window.

Improved

• Delete and move — The Delete confirmation shows selected items in a scrollable list and asks for confirmation before moving several items to the Recycle Bin. Move selected shows a loading indicator and completes reliably when moving several models at once.

Fixed

• Top-level folders — Top-level folders can no longer be moved inside another folder.
• Selection — The select-all checkbox lines up with the row checkboxes.

Forms

Forms are more dependable across conditions, number and date fields, tables and dropdowns.

Improved

• Quicker attachment uploads — The file-name check on upload is near-instant, with a spinner while it runs.
• Cursor focus — Typing no longer moves the cursor into a field that has just appeared, and forms no longer place the cursor in a text field when they open.

Fixed

• Conditions and validation — Date conditions compare the full date, and Has any value and Has no value agree on what counts as empty. A field hidden by its own setting no longer blocks submit, and Read only if on a fieldset locks every field inside it. Clearing a date that another date is limited by no longer leaves "Invalid Date", and order errors name the other date field.
• Number fields and layout — Number fields accept 1,000 or more against a maximum and keep the minus sign. Slider, radio and button displays render correctly, and horizontal radio groups display horizontally.
• Form tables — Cells can be filled from the keyboard, with Tab moving to the next cell. Totals include zero values, row limits are enforced and the minimum-rows message waits until the table is started. Editing a table enables Submit.
• Dropdowns — Typeahead text clears once a value is picked, clearing a value leaves the options available, and clearing a user or group field leaves it empty.
• Buttons, submitting and closing — Button scripts run in published libraries, and number fields they change total correctly. The redirect after submit lands on the new submission reliably. Closing an unchanged form no longer prompts about unsaved changes, and forms opened from a Report model display at the correct size and layout.

Library Wide Navigation

Improved

• Library wide kanban — The kanban board shows current content you are associated with, while still letting you discover the wider set of forms and workflows, with refreshed presentation.

Fixed

• Navigation menu — The page scrollbar stays visible when the menu opens or closes, so content no longer shifts sideways.

Search

Improved

• Quick search results — Quick search uses the Advanced search card layout, showing model type, modified date, owner, author and status.

Fixed

• Model status — Advanced Search on the Library Models endpoint returns each model's correct status.

Author

New

• Autoname prompt — Authors are asked before autoname renames a component.
• Flow map validation — Flow maps can be validated for events and activities with missing sequence links, keeping maps ready for simulation.
• Reviewer and approver selection — Libraries can configure whether reviewers and approvers are selectable by users, groups or both.
• Insert Media hosts — Administrators can enable an extension that controls which video hosts Insert Media supports.

Improved

• Author list — The Author drop-down is sorted alphabetically.
• Live-update connection — Clicking into a field while the connection is starting or has dropped no longer raises errors.

Fixed

• Stakeholders — Stakeholder roles configured as read-only in a stencil are fully read-only in Author.
• Revision comparison — The comparison shows values for choice fields and model status.

Model Output

Improved

• Document table of contents — The contents drawer in document model output is wider, so long headings are no longer cut off, with alternating shading between sections to match version 8.

Fixed

• Hierarchy and Kanban footers — Hierarchy footers aligned left, centre or right show the Footer description again, and Kanban footers split their chips on the Chip separator set in Author. If you used Footer chips content in place of the footer description, check that Footer description holds the column you want.

Workflow

Improved

• Failure notifications — Workflow failure emails explain why the workflow failed.

Import and Export

Fixed

• Word import — Word documents that previously failed to import now import successfully.

Platform and Performance

New

• MCP library structure — An AI assistant connected through MCP can answer questions about a library's model types, component types and properties.

Improved

• Live updates — Live updates reconnect automatically after a failed start, a network drop or an idle tab. Open dashboards, grids, form sheets, comments, tasks and models refresh with changes made while disconnected.

Fixed

• Sign-in and provisioning — SSO deep links to dashboards open the dashboard after sign-in, and SCIM requests to remove a non-existent user from a group are handled gracefully.
• Data sources — The Diagrams column of the All Models data source shows each model's diagram count.
• Model data — Components removed from a model are reliably cleared from the database, including in models with lookups to missing items.