Improved

Production Release: 8/13/26

Transaction report search

What's new

The transaction report now has a redesigned "Find a transaction" area with two ways to search. A dedicated Transaction ID lookup returns an exact match for a single transaction, and a More filters view covers searches by other criteria. Filter dropdowns now support selecting multiple values at once, and the date range picker has been rebuilt.

Why it matters

Admins looking for one specific transaction can go straight to it by ID, while broader searches are quicker with multi-select filters. The rebuilt date picker adds preset ranges, custom start and end dates and times, and a timezone selector, so results line up with the timezone you're working in.

What you need to know

  • The Transaction ID search matches a complete ID exactly; the search runs once a full ID is entered.
  • Filter selections and date changes apply when you run or apply the search, not as you type.
  • The timezone defaults to your browser setting and can be changed per search.

Workflow categories

What's new

Workflow templates can now be assigned a category. A Category field appears on the workflow Details view, and both the workflow gallery and the "Add a workflow from template" picker can be filtered by category.

Why it matters

As template libraries grow, categories make it easier to organize workflows and find the right starting template.

What you need to know

  • Set a workflow's category from the Details tab of the workflow.
  • Filter the gallery and the template picker by one or more categories.

Admin platform updates

  • Interface refinements across the console.
    A range of visual and interaction refinements have been applied across the admin console, covering the workflow builder, subtenant management, filter controls, breadcrumbs, and several modals.
  • Keyboard access on the generate-link step. The address field on the generate-link step can now be focused and edited directly by keyboard, consistent with the other inputs on that step.