August 27, 2026 Process Automation Release Notes

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Released Enhancements

AI Unified Interface

This enhancement unifies Form Composer and Styling Assistant into a consistent Sage experience while retaining mode access, tier controls, disclaimers, and feedback.

Sage interface displaying a welcome message and user input options for assistance.

Hide Elements from Submitters or Approvers

Form builders can hide selected fields from submitters and/or approvers, keeping staff-only data in the same submission and simplifying downstream reporting and PDF workflows.

Form section showing options to hide elements for submitters and approvers.

Accessibility Read Information Element Warnings

Optional screen-reader alerts can be added to Information elements so newly displayed warnings or errors are announced without moving keyboard focus.

Information element details with options for accessible alert and conditional display settings.

Payment Amount Calculation

Payment events can use server-calculated fixed or formula amounts, reducing configuration effort and the risk of payment values being manipulated.

CivicPlus Pay setup with payment amount calculation options highlighted for user input.

Data Manager/Viewer Payment Information

This enhancement adds the latest payment status, receipt ID, and transaction ID to Data Manager and Data Viewer, with filtering and sorting for payment outcomes.

Payment Columns in Data Viewer

The AI Consent section on the Account page has been renamed Feature Flags. Users can choose the environments in which to enable AI build mode.

Feature flags section showing Build Mode enabled for knowledge management and production.

Custom PDF Map Multiple Elements

Multiple form elements and free text can be combined into a single custom PDF field.

Custom PDF form showing fields for residential address and mapping elements.

Data Viewer Includes Calendar Used

This enhancement shows which calendar created each booking as a new column in Data Manager and Data Viewer.

Highlighted section shows calendar booking name on the Data Viewer tab.

SharePoint & Excel Subsites

Form builders can use SharePoint subsites when creating list items, storing PDFs, and configuring SharePoint list elements.

SharePoint form showing site and subsite selection for creating a list item.

Approver Administrators Can Deny an Approval at Any Time

Approval administrators and eligible group managers can deny submissions at any stage, even when a step hides the deny option.