Release Notes

Apsona now supports a dynamic “is current user” filter, allowing filters to automatically use the Salesforce ID of the currently logged-in user....

Apsona Scheduler 2.0 now supports Multi-Step Reports (MSRs) as sublists, enabling users to generate documents, emails, and reports using more complex...

Apsona Triggered Merge now supports Multi-Step Reports (MSRs) as sublists, enabling more advanced automation workflows. This enhancement supports...

We’ve fixed an issue where IF/ELSE conditional directives used with sublists (TableStart/TableEnd) did not work as expected when the condition was...

We’ve fixed an issue where the Record Type field could export as the Salesforce Record Type ID instead of the Record Type Name in CSV and Excel...

We’ve fixed an issue where duplicate fields could appear in the mapping stage when applying a saved mapping during CSV imports. Previously, users...

We’ve fixed an issue where polymorphic Parent Record lookups in Multi-Step Reports did not expose all supported related objects. In some cases, only...

We’ve fixed an issue where merging Person Accounts using Apsona Dedupe & Match could fail with an “An unexpected error occurred during...

We've fixed an issue where an extra blank page could be inserted between records when generating Word documents as a Single File with Page Breaks....

We've introduced a series of platform-wide security and performance enhancements to make Apsona more secure, reliable, and efficient than ever before....

We've fixed an issue where PDF documents generated through Apsona Merge Actions were not being attached to the target Salesforce record during...

We've fixed an issue where the Preview Document button in Email Merge and Email-Document Merge actions could unintentionally execute the merge process...

We've fixed an issue where Word templates configured with a different header for the first page did not behave correctly when generating documents as...

We've fixed an issue in Single-Step and Multi-Step Reports where enabling Show Subtotals on multi-level grouped reports could cause record hyperlink...

We've fixed an issue where static bullet points in Microsoft Word templates were not being preserved correctly during Apsona Document Merge. In some...

We've fixed an issue where Salesforce Files generated through Apsona Document Merge were setting the FirstPublishLocationId field to the ID of the...

Apsona now includes In-App Product Notifications, allowing users to receive announcements about new features, product updates, important notices, and...

We've introduced a series of platform-wide security and performance enhancements to make Apsona more secure, reliable, and efficient than ever before....

We’ve fixed an issue introduced in newer versions of Apsona where Word templates configured with a different header for the first page did not...

Triggered Merge now includes an API Governance & Alert System to help admins monitor API usage and system activity more effectively. This...