> ## Documentation Index
> Fetch the complete documentation index at: https://docs.samplehc.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Changelog

> What's new with Sample

<Update label="2026-03-06" description="Enhanced Payer Information">
  Payer data now includes transaction support details and coverage types. You can see which transaction types each payer supports (eligibility checks, claim submissions, claim payments, etc.) and whether they provide medical or dental coverage.
</Update>

<Update label="2026-01-12" description="CSV Export for Workflow Task Lists">
  You can now export workflow task lists to CSV format. The new "Export CSV" button appears next to the Metrics button and respects all applied filters, search terms, and sorting. Exported files include workflow ID, workflow name, task ID, all custom columns, and creation time with proper CSV escaping for special characters.
</Update>

<Update label="2025-11-12" description="Admin Button in Sample View">
  Added an "Admin" button to the workflow tasks screen header when in sample employee view. This provides quick access to admin functionality without needing to navigate to the edit screen first.
</Update>

<Update label="2025-11-11" description="Direct workflow run search">
  You can now search for specific workflow runs by ID directly from the run history panel. Enter a workflow run ID in the new search field and click "Go" to fetch and display that specific run, providing a more efficient way to find individual workflow executions compared to scrolling through the full history.
</Update>

<Update label="2025-09-10" description="Tasks list improvements">
  The tasks screen now includes pagination to view large numbers of tasks more
  efficiently. You can also filter tasks by status using the new status filter
  in the top bar, allowing you to view completed tasks alongside pending ones.
</Update>

<Update label="2025-08-27" description="Notifications and support changes">
  The support toolbar has now moved underneath the user dropdown. A
  notifications button has been added to the sidebar to allow users to view
  important notifications.
</Update>

<Update label="2025-08-18" description="Step Error Handling">
  You can now define custom error handlers for workflow steps using the
  `on_failure` option. This allows you to specify what should happen when a step
  fails, such as logging the error, sending notifications, or performing cleanup
  tasks. Error handlers receive the workflow context and error information,
  enabling error recovery and reporting workflows.
</Update>

<Update label="2025-08-17" description="Screen Priority Control">
  You can now control the order in which screens are displayed to users by
  setting a priority value on screen steps. Screens with higher priority values
  will be shown first when multiple screens are available. This feature works in
  both Python workflows, allowing you to ensure critical screens appear before
  optional ones in complex workflows.
</Update>

<Update label="2025-08-04" description="Workflow Run ID in Task Details API">
  The GET `/api/v2/task/:taskId` endpoint now returns the `workflowRunId` field,
  allowing you to programmatically determine which workflow run a specific task
  belongs to. This enhances task tracking and enables better correlation between
  tasks and their parent workflow executions.
</Update>

<Update label="2025-08-03" description="Hidden Form Fields">
  You can now hide form fields from generated forms using the
  `x-formFieldHidden` property in your workflow start data schema. Hidden fields
  are useful for system-generated values or internal data that should be
  included in the workflow but not shown to users. Fields marked with
  `"x-formFieldHidden": true` will be excluded from the form interface while
  remaining part of the data structure.
</Update>

<Update label="2025-07-31" description="Workflow Output Display and Error Message Improvements">
  Fixed output tabs not appearing when task output was `false` and improved
  Lambda execution error messages to include detailed error information instead
  of generic failure messages.
</Update>

<Update label="2025-07-24" description="Production Database Access in v2/sql">
  You can now query production audit logs and workflow output data through the
  v2/sql API. Two new tables are available: `sample.audit_logs` for organization
  audit trail data, and `sample.tasks` tables for individual workflow task
  outputs and metadata. This enables SQL-based analysis of workflow performance,
  audit compliance, and data extraction from completed workflow runs.
</Update>

<Update label="2025-07-24" description="Workflow API Documentation in Start Dialog">
  You can now view and copy curl commands to trigger workflows via API directly
  from the workflow start dialog.
</Update>

<Update label="2025-07-18" description="Send Physical Mail API">
  You can now send physical letters through a new API endpoint. The `POST
      /api/v2/communication/letters` endpoint allows you to send PDF documents as
  physical letters. You can specify recipient and sender addresses, include
  optional metadata, and receive a tracking ID to monitor delivery status. This
  feature enables automated physical mail delivery for documents and
  communications.
</Update>

<Update label="2025-07-12" description="Multi-File Upload in Workflow Start Data">
  You can now upload multiple files at once when starting workflows that have multi-file upload fields. To enable this, define an array field with `x-formFieldType: "multi-file"` in your start data schema:

  ```json theme={null}
  "documents": {
    "type": "array",
    "x-formFieldType": "multi-file",
    "items": {
      "type": "object",
      "properties": {
        "id": { "type": "string" },
        "fileName": { "type": "string" }
      }
    }
  }
  ```

  This approach ensures the JSON schema matches the final transformed data shape (an array of document objects). The implementation supports both the new array-based schema and legacy object-based schemas for backwards compatibility.
</Update>

<Update label="2025-07-11" description="Template Slug Editing">
  You can now edit template slugs for both document and PDF templates. Template
  settings include validation to ensure proper slug formatting and prevent
  conflicts with existing templates.
</Update>

<Update label="2025-07-09" description="Support File Upload Descriptions">
  You can now add an optional description when uploading files to support. This
  allows you to provide context about your uploaded files, making it easier for
  the support team to understand and respond to your request. The description
  field appears in the support file upload dialog and is included in the support
  email notification.
</Update>

<Update label="2025-07-07" description="CSV and Excel Spreadsheet Processing">
  You can now process CSV and Excel files directly in document reasoning
  workflows. Large spreadsheets are automatically chunked into manageable
  sections (default 50 rows/columns) while preserving header information.
  Complex spreadsheets are split into multiple tables based on content
  structure.
</Update>

<Update label="2025-07-06" description="Loading Indicators in Workflow Graph">
  Enhanced user experience in the workflow graph view by adding loading
  indicators. When viewing workflow graphs and deployment details, you'll now
  see visual loading spinners with descriptive messages while data is being
  fetched. This provides clear feedback during loading states, making it easier
  to understand when the system is processing requests and improving overall
  responsiveness of the workflow editor.
</Update>

<Update label="2025-07-05" description="Graph View Toggle in Workflow Editor">
  You can now toggle between code and graph views while editing workflows. A new
  switch in the workflow editor allows you to seamlessly switch between the
  traditional code editing interface and a visual graph representation of your
  workflow. When in graph mode, you'll see a visual diagram of your workflow
  structure, making it easier to understand complex workflows at a glance. This
  feature works for both development and production deployments, giving you
  better visibility into your workflow architecture.
</Update>

<Update label="2025-07-03" description="Workflow Duplication Improvements">
  Fixed an issue where duplicating workflows that were already duplicates would
  fail. The workflow duplication process now uses an improved approach that
  allows you to duplicate any workflow, even if it was previously duplicated
  from another workflow. This resolves conflicts that previously prevented
  creating copies of existing duplicated workflows.
</Update>

<Update label="2025-07-02" description="JSON Editor Scrolling Fix">
  Fixed scrolling issue in the v2 workflow JSON editor. Users can now scroll
  vertically when JSON content exceeds the editor's fixed height, making it
  easier to work with larger JSON payloads in workflow configurations.
</Update>

<Update label="2025-06-25" description="Medical Record Summarization Template">
  You can now access a new workflow template for medical record summarization.
  This template allows you to summarize and get specific answers over medical
  records, making it easier to extract key information from patient
  documentation. The template provides a structured approach to processing
  medical records and answering targeted questions about patient care, helping
  healthcare organizations streamline their documentation review workflows.
</Update>

<Update label="2025-06-24" description="Database Views in SampleDB">
  You can now view database views alongside tables in the SampleDB interface.
  The Database tab now displays both tables and views, providing comprehensive
  visibility into your database schema. This enhancement improves database
  navigation and makes it easier to work with complex database structures that
  include views for data reporting and analysis.
</Update>

<Update label="2025-06-19" description="Workflow Resume with Delay">
  You can now complete async reuslts after a specified delay or at a specific
  time through a new API endpoint. The `POST /api/v2/async-result/sleep`
  endpoint.
</Update>

<Update label="2025-06-14" description="Changelog RSS Feed">
  You can now subscribe to changelog updates via RSS feed. The new RSS endpoint
  at `/api/v2/changelog/feed.xml` automatically generates an RSS feed from the
  changelog, allowing you to stay updated on the latest Sample Healthcare
  features and improvements through your favorite RSS reader. The feed includes
  detailed descriptions of each update with proper formatting and links back to
  the changelog for easy reference.
</Update>

<Update label="2025-06-13" description="Patient Cost Calculator API">
  You can now estimate patient costs for medical services through a new API
  endpoint. The `POST /api/v2/clearinghouse/patient-cost` endpoint accepts
  eligibility responses and line items to calculate what patients will owe after
  insurance coverage. The calculator supports complex scenarios including
  multiple payers with coordination of benefits (COB), deductibles, copays, and
  coinsurance. It returns detailed breakdowns showing total patient cost, total
  payer cost, and step-by-step calculations for each insurance plan. This
  feature helps healthcare organizations provide accurate cost estimates to
  patients before services are rendered.
</Update>

<Update label="2025-06-12" description="Workflow Duplication for v2 Workflows">
  You can now duplicate v2 workflows directly from the workflow actions menu.
  When duplicating a workflow, you can customize the name and slug for the new
  workflow. The duplication process creates a complete copy of the workflow
  including all environment variables, allowing you to quickly create variations
  of existing workflows without starting from scratch. After duplication, you'll
  be automatically navigated to the editor for the new workflow.
</Update>

<Update label="2025-06-09" description="Screen Step lifecycle hook">
  You can now add custom validation logic to screen steps using the new
  `before_complete` hook. This hook runs before a screen step completes and
  allows you to validate user input or perform preprocessing tasks. If
  validation fails, you can throw `ApiError`s that will be returned as proper
  HTTP error responses to the client.
</Update>

<Update label="2025-06-05" description="FHIR Document Support in Reasoning">
  You can now process and view FHIR documents (JSON and JSONL formats) in
  document reasoning workflows. The DocumentViewer component now supports FHIR
  documents alongside PDFs, allowing you to view structured healthcare data with
  proper formatting and navigation. FHIR documents are automatically processed
  through the chunker for use in reasoning tasks, enabling AI analysis of
  clinical data stored in FHIR format. This enhancement significantly expands
  the types of healthcare documents you can work with in Sample workflows.
</Update>

<Update label="2025-06-05" description="HIE Patient Data Integration">
  You can now retrieve patient health information and documents from Health
  Information Exchanges (HIE) through new API endpoints. The `POST
      /api/v2/hie/patient/:patientId/fhir` endpoint allows you to get FHIR data for
  a patient, while `POST /api/v2/hie/patient/:patientId/documents` lets you
  retrieve patient documents filtered by MIME type. Both endpoints return an
  async result ID that you can use to track the progress and retrieve the
  results when ready. This integration enables healthcare organizations to
  access comprehensive patient data from external HIE networks for improved care
  coordination and decision-making.
</Update>

<Update label="2025-06-03" description="JSON to HTML Transformation API">
  You can now transform Sample JSON documents to HTML through a new API
  endpoint. The `POST /api/v2/document/json-to-html` endpoint accepts a JSON
  object and returns it as formatted HTML, preserving all formatting including
  bold text, headings, lists, tables, citations, and other rich content. This
  feature is useful for rendering Sample documents in external applications or
  generating HTML reports from structured document data.
</Update>

<Update label="2025-05-30" description="Task Details API">
  You can now retrieve individual task details through a new API endpoint. The
  `GET /api/v2/task/:taskId` endpoint allows you to programmatically fetch
  specific task information including ID, status, output, and state. This
  enhancement provides developers and integrations with granular access to task
  data, complementing the existing task management APIs for more comprehensive
  workflow automation.
</Update>

<Update label="2025-05-29" description="API Key Deletion Confirmation">
  You can now confirm API key deletions through a new confirmation dialog. When
  deleting an API key from the settings page, a dialog will appear asking you to
  confirm the action. This prevents accidental deletions and includes a warning
  that deletion is permanent and will disable any applications using that key.
  This enhancement improves security and helps prevent disruption to API
  integrations.
</Update>

<Update label="2025-05-28" description="Task Cancellation API">
  You can now cancel individual tasks through a new API endpoint. The `POST
      /api/v2/task/:taskId/cancel` endpoint allows you to programmatically cancel
  specific tasks by their ID, preventing them from being executed and halting
  any subsequent tasks in the workflow. This complements the existing
  workflow-level cancellation feature and provides more granular control for API
  integrations and automated workflows.
</Update>

<Update label="2025-05-27" description="Release Feedback View">
  You can now view feedback for specific workflow releases through a new
  "Feedback" tab in the release detail panel. This enhancement allows teams to
  see user feedback organized by step ID for each deployment, making it easier
  to track user insights and identify areas for improvement on a per-release
  basis. Feedback is displayed with user attribution and timestamps, providing
  valuable context for workflow optimization.
</Update>

<Update label="2025-05-27" description="Cancel workflow tasks">
  You can now cancel all running tasks for a workflow directly from the workflow
  editor. A new "Cancel tasks" button allows you to stop all currently running,
  suspended, and waiting-dependencies tasks in one action. This feature is
  helpful when workflows get stuck or when you need to stop long-running
  processes quickly.
</Update>

<Update label="2025-05-23" description="Workflow Run Details">
  You can now see additional details about your workflow runs directly in the
  run history. When viewing the run history, an info icon next to each run
  provides a tooltip showing how the workflow was triggered (manual, API, or
  cron) and the start data that was used to initialize the run. This enhanced
  visibility helps teams better understand and debug their workflow executions.
</Update>

<Update label="2025-05-22" description="Task Feedback System">
  You can now provide feedback on any task in your workflow runs. A new feedback
  button appears in the task interface, allowing you to share thoughts,
  suggestions, or report issues. All feedback is stored with user attribution
  and can be viewed in a dedicated "Feedback" tab within the task details. This
  helps teams continuously improve their workflows and capture user insights
  directly where the work happens.
</Update>

<Update label="2025-02-18" description="Document Reasoning Feedback Table">
  We've added a new table for document reasoning feedback. You can now pin
  columns to keep them visible as you scroll and hide columns that aren't
  needed. Hidden columns are automatically excluded from exports. You can access
  this table via the metrics tab in the editor.

  <div className="grid grid-cols-2 gap-4">
    <img
      src="https://mintcdn.com/sample-d81c0ba9/wakilrt7leTVRJLZ/images/changelog/document-reasoning/feedback/column-visibility.png?fit=max&auto=format&n=wakilrt7leTVRJLZ&q=85&s=3444f361bb00637dd1c45f01e6138762"
      alt="Document Reasoning Feedback Table Column
Visibility"
      width="596"
      height="382"
      data-path="images/changelog/document-reasoning/feedback/column-visibility.png"
    />

    <img
      src="https://mintcdn.com/sample-d81c0ba9/wakilrt7leTVRJLZ/images/changelog/document-reasoning/feedback/sticky-column.png?fit=max&auto=format&n=wakilrt7leTVRJLZ&q=85&s=cc108b7633c52a8c63b334a12ffd9ab7"
      alt="Document Reasoning Feedback Table Sticky
Column"
      width="460"
      height="190"
      data-path="images/changelog/document-reasoning/feedback/sticky-column.png"
    />
  </div>
</Update>

<Update label="2025-02-01" description="Trigger workflow">
  We've added a new step type for workflows that allows you to trigger another
  workflow. This is helpful for creating more complex workflows that can be
  reused across different workflows.
</Update>

<Update label="2024-12-20" description="Document classification metrics">
  We've added metrics to the document classification step. You can now see the
  accuracy and number of documents classified over the last 12 months or 7 days.
</Update>

<Update label="2024-12-13" description="Sending Encrypted Emails">
  You can now send encrypted emails to the recipients. This feature is
  particularly useful for sending sensitive information. When an encrypted email
  is sent, the recipient will receive an email with a link to access the
  content. Upon clicking the link, the recipient will be directed to a page
  where they can request a one-time password (OTP) to unlock and view the
  content. The encrypted link will remain valid for 30 days. You can read more
  about this encrypted email feature
  [here](https://docs.samplehc.com/encrypted-email).
</Update>

<Update label="2024-12-11" description="Error reporting in workflows">
  We've added a new feature that sends you an email when a workflow fails. This
  is helpful when you want to quickly identify the cause of a workflow failure
  that is in the hand of your users. You can receive emails by going to the
  workflow settings, and then adding your email where you'd like to receive
  error emails. You can read more about error reporting
  [here](http://docs.samplehc.com/debugging#error-reporting-in-workflows).
</Update>

<Update label="2024-12-10" description="SampleDB General Availability">
  We're excited to announce the availability of SampleDB, our managed PostgreSQL
  database service. SampleDB provides: - A fully managed, autoscaling PostgreSQL
  database for each organization - Intuitive interface for creating and managing
  database objects - Built-in SQL runner for direct query execution - Seamless
  integration with Sample workflows through database blocks <img src="https://mintcdn.com/sample-d81c0ba9/wakilrt7leTVRJLZ/images/changelog/database/view_data.png?fit=max&auto=format&n=wakilrt7leTVRJLZ&q=85&s=5d5a326de5404777786310746b3ca20d" alt="SampleDB
  Interface" width="3120" height="1822" data-path="images/changelog/database/view_data.png" /> Check out our [database
  documentation](https://docs.samplehc.com/database) to learn more about using
  SampleDB in your workflows.
</Update>

<Update label="2024-12-09" description="Completed document extraction steps">
  You can now see completed document extraction steps in the completed tab of
  the tasks table. You can also see the results of the document extraction step
  by clicking on the completed item in the tasks table. This is helpful for
  reviewing the results of document extraction steps, especially when there was
  no human review needed.
</Update>

<Update label="2024-12-06" description="Manual form improvements">
  ### Optional fields You can now mark fields as optional in a manual form. If a

  field is marked as optional, it will not be required to complete the form. ###
  Multi-upload fields With the multi-upload field in a manual form, you can now
  upload multiple zip and pdf files at once.
</Update>

<Update label="2024-12-03" description="Starred workflows">
  You can now star your favorite workflows to make them easy to access. Starred
  workflows will default to being on top of your workflows list and will appear
  in the sidebar for easy access.
</Update>

<Update label="2024-11-28" description="Documentation page">
  We've added a [documentation page](https://docs.samplehc.com) for our
  products. This page will be updated regularly. Please let us know if there is
  helpful information that is missing.
</Update>

<Update label="2024-11-24" description="Resizable document extraction panel">
  You can now resize the document extraction panel to your liking.
</Update>

<Update label="2024-11-20" description="Task viewers">
  You can now see who is viewing a task on the top right corner of a task. This
  makes sure you don't accidentally have conflicting changes. Furthermore, loops
  will now prioritize navigating users to unviewed tasks to make it easier when
  multiple people are working on the same worklist.
</Update>

<Update label="2024-11-15" description="Document generation text output">
  We've improved the text output for document generation steps. Now, you can
  access the text of a generated document in `output.text`, alongside the
  document. This is helpful when you want to use a templated editor for text
  that is consumed in follow up steps, such as writing an email body.
</Update>

<Update label="2024-11-06" description="Release management and reliability improvements">
  ### Release management We've added a new feature that allows you to manage

  releases for your workflows. This allows you to create new releases, promote
  releases to production, and test out draft releases. ### Improved cron jobs
  We've improved the reliability of scheduled workflows. Now, you can schedule
  workflows with minute-level precision. We've also updated the cron expression
  editor to show a more accurate description of the cron expression in your
  timezone. <img src="https://mintcdn.com/sample-d81c0ba9/wakilrt7leTVRJLZ/images/changelog/20241106_cron_expression_editor.png?fit=max&auto=format&n=wakilrt7leTVRJLZ&q=85&s=ab0e7cb95b465b7309881dd1abbff1ce" alt="Updated cron expression
  editor" width="1826" height="906" data-path="images/changelog/20241106_cron_expression_editor.png" /> ###
  Improvements - Increased reliability on extraction steps - Increased
  reliability on the Glidian step
</Update>

<Update label="2024-10-28" description="PDF rendering improvements">
  ### Virtualized PDF splitting We've added a new feature that allows us to

  render PDFs in a virtualized list. This should improve performance for
  workflows that need to split large PDFs. ### Improvements - Fixed a bug where
  the PDF viewer would ocassionally show a blank page.
</Update>

<Update label="2024-10-23" description="Improvements to completed tasks">
  ### Clicking on a completed task will now open the cited answer When you click

  on a completed task, you can now see the cited answer by clicking on the
  question's label. ### Improvements - Improved the stability of faxing steps. -
  Column values will now be refreshed when a task is completed.
</Update>

<Update label="2024-10-22" description="Layout improvements">
  ### Sidebar layout You can now toggle the sidebar on the left side of the

  screen. This is useful for people who have smaller screens. ### Improvements -
  General reliability improvements for steps in a loop.
</Update>

<Update label="2024-10-16" description="Fax and editor improvements">
  ### Send fax You can now see the sent fax and status after they are completed

  by clicking on the completed item in the tasks table. ### Improvements - You
  can now jump to a specific task from the debug run panel. - The debug run
  panel better sorts the tasks in each iteration. - We've fixed a bug where
  faxes in for loops were not continuing to the next step. - Filtering a node
  model table will now search all columns, not just the "Key" column.
</Update>

<Update label="2024-10-14" description="Human review in Combine document steps">
  ### Combine document steps You can now configure human review for "Combine

  document" steps. If set, reviewers will be able to re-order and remove
  documents from the combined document. This is helpful when picking
  attachements to include in an authorization or appeal packet. ### Improvements

  * Glidian and Careviso integrations now support connecting to staging
    environments for workflow development. - You can now sort and hide built-in
    columns in the workflow editor, alongside custom columns you create.
</Update>

<Update label="2024-10-10" description="Configurable columns and manual form improvements">
  ### Configurable columns You can now sort and hide built-in columns in the

  workflow editor, alongside custom columns you create. ### Improvements -
  Select fields in manual form steps with a lot of options will now use a
  combobox selector which allows users to quickly search through results. -
  We've improved the stability of workflow logouts, leading to fewer accidental
  sign-outs.
</Update>

<Update label="2024-10-09" description="Markdown in email, workflow start link, and more improvements">
  ### Markdown in email You can now use Markdown in the email step of a

  workflow. This allows you to have more rich emails with headings, lists, and
  other formatting. ### Workflow start link To the right of "Start workflow",
  you can now copy the link to start the workflow. When this link is clicked, it
  will automatically jump to the start of the workflow. This is useful for
  operational users who want to quickly start a workflow. ### Improvements - You
  can now sort the workflows table by clicking on the header. - Conditional
  blocks now correctly show the output during debugging. - Better autocomplete
  for `std` functions.
</Update>

<Update label="2024-10-08" description="SampleDB, CSV ordering, and more UI fixes">
  ### SampleDB You can now store data in a PostgreSQL database specifically for

  your organization, under the new "Database" section of the product. You can
  also make SQL queries to this database with the "Query SampleDB" block. This
  database is helpful for storing state across workflows. We're excited to see
  what you build with SampleDB. ### CSV ordering You can now specify the order
  of the columns in a CSV. You can try this out by modifying the `columnOrder`
  property of a CSV node. ### Manual forms We've added some new controls to
  manual forms, including the ability to specify a default value for select
  fields and to add Markdown details at the top of the form. ### Improvements -
  We added the total amount of pages shown on the top right of any PDF viewer. -
  You can now cancel manual tasks. - You can now sort workflows by their name
  and creation date.
</Update>

<Update label="2024-10-07" description="Document splitting, classification, and more performance updates">
  ### PDF Templates You can now create templates directly from PDFs. This allows

  you to use PDFs that are uploaded as workflows. ### Improvements - Improved
  speed of page navigations during multi-step workflows. - Improved the accuracy
  and speed of document splitting and classification tasks.
</Update>

<Update label="2024-10-05" description="Careviso integration, and manual form configurations">
  ### Submit prior authorizations to Careviso Following up on Glidian, we now

  allow you to submit prior authorizations to Careviso through the workflow
  editor. You can now compose & configure your prior authorization submissions
  between multiple networks. ### Manual form configurations You can now
  configure whether manual forms will show up in your worklists. This
  configuration is useful for hiding manual form tasks that are triggered by the
  "Start workflow" button.
</Update>

<Update label="2024-10-03" description="Submit prior authorizations to Glidian">
  We've launched support for submitting prior authorizations to Glidian through
  the workflow editor. This feature allows you to create a workflow that will
  submit a prior authorization to Glidian. The block supports configuring
  default payers, as well as answers to clinical questions and other submission
  requirements.
</Update>

<Update label="2024-10-02" description="Fine grained authorization for workflows, Salesforce CRUD step for workflows, metrics, and more">
  ### Fine-grained authorization for workflows We've added a new authorization

  system for workflows that allows you to specify exactly which users have
  access to run your workflows. These rules also limit who can edit existing
  workflows and create new workflows. You can now limit users by directory
  group, or even specific individuals, once you've established a Directory Sync
  connection. ### Salesforce CRUD step for workflows We've added a new step type
  for workflows that allows you to perform CRUD (Create, Read, Update, Delete)
  operations on Salesforce records. This step can be combined with our other
  Salesforce steps, such as SOQL queries and file downloads, to create more
  powerful workflows that interact with Salesforce. ### Step metrics – starting
  with document extraction We've added basic metrics for document extraction
  steps. You can get to this by clicking on the hamburger menu on the top right
  corner of a step and then clicking on the "Metrics" tab. <img src="https://mintcdn.com/sample-d81c0ba9/wakilrt7leTVRJLZ/images/changelog/20241002_document_extraction.png?fit=max&auto=format&n=wakilrt7leTVRJLZ&q=85&s=eba3e40203cb2abc7cf75bc3ec318330" alt="Document extraction
  metrics" width="1290" height="985" data-path="images/changelog/20241002_document_extraction.png" /> These metrics
  show the number of documents extracted over the last 6 months. We'll be adding
  more metrics to different types of steps – please let us know what you'd like
  to see. ### Client-side performance improvements We've improved the
  performance of our client-side application by optimizing the way we handle
  PDFs. This includes: document splitting, document classification, and document
  extraction tasks. These enhancements will result in a smoother, more
  responsive experience for our users when working with longer documents. ###
  Improvements - Fixed a bug where large documents would occasionally appear
  blurry.
</Update>

<Update label="2024-10-01" description="Sample Healthcare changelog">
  We've released our first changelog at [https://changelog.samplehc.com](https://changelog.samplehc.com). You can
  follow the RSS feed, or periodically check this website for updates.
</Update>