Feature Enhancements
Last updated
Last updated
Sneak peak into April 2025's feature improvements that focuses on small but impactful improvements to checklist usability, PDF viewing, and field configuration in Unifize. These enhancements are designed to save time, reduce repetitive actions, and make everyday tasks more intuitive.
📄 Full-Screen PDF Viewing from Manage View- You can now open PDF attachments in full screen directly from the . This small enhancement helps you preview and review documents faster, without needing to open the full record. It’s especially useful for teams managing documentation-heavy workflows like audits, SOP reviews, and supplier files.
☑️ Checkbox Selection for Picklists in Checklists- Picklist fields in checklists now support checkbox selection, allowing users to quickly select items with a single click. This improves usability in scenarios where picklists act as toggles, confirmations, or simple yes/no selectors—especially for checklists with binary or multi-select options.
⚙️ Default Values for Picklist Fields- You can now configure default values for picklist fields in checklists. This helps streamline data entry by pre-selecting the most common option, reducing manual effort and improving consistency across records.
🧩 Semi-Expanded View for Linked Checklist Fields- Linked checklist fields now support a semi-expanded view by default. Admins can choose which embedded fields should always be visible when a record loads. All remaining fields can still be accessed via a "View all fields" toggle. This improves clarity and reduces clutter for commonly used linked data. Configuration is available in the Process Builder under linked field settings.