---
title: "Release Notes Prelude (6.2)"
slug: "release-notes-prelude-62"
updated: 2026-08-17T06:18:40Z
published: 2026-08-17T06:18:40Z
canonical: "help.symphonysummitai.com/release-notes-prelude-62"
---

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

# Release Notes Prelude (6.2)

> [!NOTE]
> **🎯** **Now Live!**
> 
> **Release Date | 24th** **October 2024**

The following section provides key highlights, improvements introduced, and known issues in Apex Prelude (6.2) release.

- [Merged Releases](/summit-platform/docs/release-notes-prelude-62#merged-releases)
- [New Features](/summit-platform/docs/release-notes-prelude-62#new-features)
- [Improvements](/summit-platform/docs/release-notes-prelude-62#improvements)
- [Known Issues](/summit-platform/docs/release-notes-prelude-62#known-issues)
- [Fixed Issues](/summit-platform/docs/release-notes-prelude-62#fixed-issues)

## Merged Releases

Till Apex 6.1.0.1 HF07 changes, have been merged in Prelude (6.2) Release.

## New Features

### Platform Studio

Let's take a quick look at our Platform Studio user persona.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/super_admin(1).png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D) The following section provides a sneak-peek of the functionalities added for Platform Studio.

| [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1724657787273.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/gdpr-overview6-2) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/update%20set%20(2).png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/update-set-overview-prelude) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/API%20Explorer%20New.jpg?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/explorer-1) |
| --- | --- | --- |
| [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-4DWPYPAW.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/apex-dashboard-6-2#switch-user) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-J4J85ENY.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/apex-dashboard-6-2#notifications) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-XOE648MU.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/import-users-prelude) |

### Design Studio

Let's take a quick look at our Design Studio user personas.

| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/app_desig(1).png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D) | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/admin(2).jpg?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D) |
| --- | --- |

The following section provides a sneak-peek of the functionalities added for Design Studio.

| [![RN_Card_FD_v102_1(1)](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/RN_Card_FD_v102_1(1).png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/design-list-prelude) | [![RN_Card_FD_v102_2(1)](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/RN_Card_FD_v102_2(1).png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/relationship-prelude) | [![RN_Card_FD_v102_3](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/RN_Card_FD_v102_3.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/overview-prelude-d) |
| --- | --- | --- |
| [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1725019427154.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/access-mapping-1) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/2(13).png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/business-rule-designer-2) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Notification%20Designer(1).png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/notification-redirection-prelude) |
| [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-O2RA1LDU.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/localization-configuration-prelude) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Service Portal RN card1.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/service-portal-designer-1) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Scheduler%20RN.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/clone-set-conditions-prelude) |
| [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-12PF91H2.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/import-users-prelude) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/WF_card1.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/preview/summit-platform/en/2d3fd332-c82e-4d44-a3a7-085077230365/1) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Notification Parser(6).png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/parser-actions-prelude) |

## Applications

The following section provides key highlights and Application-wise description of new features introduced in Apex Release.

- [Service Management](/summit-platform/docs/release-notes-prelude-62#service-management)
- [Asset Management](/summit-platform/docs/release-notes-prelude-62#asset-management)
- [Apex Mobile](/summit-platform/docs/release-notes-prelude-62#apex-mobile)

### Service Management

Let's take a quick look at our Service Management user personas.

| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/sandra(1).jpg?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D) | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/williams(1).jpg?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D) | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/adam(1).jpg?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D) | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/ben(1).jpg?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D) |
| --- | --- | --- | --- |

The following section provides a sneak-peek of the functionalities added for Service Management.

| [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-T25OQ8V4.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/clone-list-page-manage-incident-prelude) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1724660356352.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/approve-service-requests-list-page-6-2) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-BIRG06VN.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/manage-problem-records-1) |
| --- | --- | --- |

| [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-N8OIKKTO.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/im-reports-1) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-0LNH3YGJ.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/dynamic-groups-2) |  |
| --- | --- | --- |

### Asset Management

Let's take a quick look at our Asset Management user personas.

| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1719408779291.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D) | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1719408795505.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D) | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1719408808098.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D) | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1719408854033.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D) |
| --- | --- | --- | --- |

The following section provides a sneak-peek of the functionalities added for Asset Management.

| [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-GHVXHEV9.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/manage-fixed-asset-prelude) | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-QZKLSJ80.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-KNA2G6WR.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/overview-contract-management-prelude) |
| --- | --- | --- |

### Apex Mobile

Let's take a quick look at our Apex Mobile user persona.

| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1719408795505.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D) |
| --- |

The following section provides a sneak-peek of the functionalities added for Apex Mobile.

| [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Apex11.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D)](https://help.symphonysummitai.com/summit-platform/docs/mobile-app-prelude) |
| --- |

## Improvements

The following are new enhancements added in Prelude (6.2):

- [Platform Studio](/summit-platform/docs/release-notes-prelude-62#platform)
- [Design Studio](/summit-platform/docs/release-notes-prelude-62#design-studio)
- [Service Management App](/summit-platform/docs/release-notes-prelude-62#service-management-app)
- [Asset Management App](/summit-platform/docs/release-notes-prelude-62#asset-management-app)
- [Mobile App](/summit-platform/docs/release-notes-prelude-62#mobile-app)

### Platform Studio

| Element | Improvement Name | Description |
| --- | --- | --- |
| Department | View Department based on sort order User Person: App Admin / End User / Analyst | On the consumer page, all the Departments or Tenants are displayed in the defined sort order. For more information, refer to [Department](/summit-platform/docs/platform-topology-department). |
| Product Telemetry | Consent form for Product telemetry User Persona: App Admin | Consent form is introduced for Product Analysis and Telemetry for end users. For more information on product telemetry, refer to [Product Telemetry](https://help.symphonysummitai.com/summit-platform/docs/policy-settings-prelude). |
| Designer | Out of the Box Forms **User Persona**: Application Administrator | Make use of OOB (out of the box) forms at this level for quicker deployment and implementation. For more information, refer to [Form Designer](https://help.symphonysummitai.com/summit-platform/docs/form-designer-prelude1). |
| GDPR | **GDPR Enable instances from Prelude (6.2) onwards** | Starting from Prelude 6.2 release onwards, all instances will be GDPR enabled. For more information on enabling and disabling GDPR, please contact SymphonyAI Implementation and Support team. |

### Design Studio

| Element | Improvement Name | Description |  |  |  |
| --- | --- | --- | --- | --- | --- |
| Workflow Designer | In the Approval component of Dynamic Type, Tree View control is included for Category. In the Set Trigger & Conditions, you can select Popover and Sub Form Fields as conditions. **User Persona**: End User / Analyst | - Provision for Tree View and dropdown controls in Dynamic Groups configuration. - Enable Popover or Sub Form Fields as Conditional options. For more information on these controls and fields, refer to [Controls and Set Fields](https://help.symphonysummitai.com/summit-platform/docs/workflow-designer-prelude). |  |  |  |
| Notification Designer - Module | Configure Content Placeholder on Email notification template on the Notification Designer **User Persona**: Application Designer | Attach content on template as PDF, embed as Image or Render as HTML. For more information, refer to [Content Placeholder](https://help.symphonysummitai.com/summit-platform/docs/content-placeholder-prelude). |  |  |  |
| Notification Designer - Module | Configure Sub Widget in Table selection. **User Persona**: Application Designer | Display Sub Form fields in Grid format on the Notification Template based on the Table configured with Sub Form. For more information, refer to [Sub Form Element Notification Designer](https://help.symphonysummitai.com/summit-platform/docs/table-selection-prelude#configure-sub-form-widget). |  |  |  |
| SMTP | Send Email using Graph API **User Persona**: Application Administrator | Configure Graph API on SMTP which enables sending email using Graph API. For more information, refer to [SMTP Graph API](https://help.symphonysummitai.com/summit-platform/docs/configure-smtp-gateway-prelude#smtp-graph-api). |  |  |  |
| Bulletins | Configure Simple and Advance Filters on Bulletins page. **User Persona**: Application Designer | - Enables to filter the list page columns using Advance Filters that support Grouping, Ungrouping of Filters based on conditional operators. - Export the list page content to excel for better management. For more information, refer to [Manage Bulletins](https://help.symphonysummitai.com/summit-platform/docs/manage-bulletins-prelude). |  |  |  |
| Service Portal Designer | Configure Advance Filters on Service Portal page. **User Persona:** End User/Application Designer | Allows filtering of list page columns with Advanced Filters that support grouping and ungrouping based on conditional operators. For more information, refer to [Common Filters](/summit-platform/docs/Common-filters-in-service-portal). |  |  |  |
| Service Portal Designer | Mobile responsive view for the Service Portal. **User Persona:** Application Designer | Enables the Service Portal to automatically adjust to various devices and screen sizes. For more information, refer to [Publish Service Portal](/summit-platform/docs/publish-service-portal-1). |  |  |  |
| Service Portal Designer | Improved readability in Graphical widgets. **User Persona:** Application Designer | Enables Bar, Line, and Pie graphs by organizing data into daily, weekly, monthly, and yearly groupings. For more information, refer to [Graphical Widgets.](/summit-platform/docs/clone-graphical-widget-prelude) |  |  |  |
| Business Rule Designer | Introduced conditions and Parameters section under call API stop to update the records matching the conditions specified. **User Persona**: App Designer / Analyst | Provision for setting conditions and parameters allowing greater flexibility in creating API related actions. For more information on these controls and fields, refer to [Popover Fields in Conditions to trigger Actions](https://help.symphonysummitai.com/summit-platform/docs/popover-fields-in-conditions-to-trigger-actions-prelude). |  |  |  |
| Business Rule Designer | Introduce Custom Email ID in Recipients to send email to any email ID. **User Persona:** App Designer / Analyst | Introducing a custom email ID in the recipients field allows you to personalize your communication and enhance your email management. Custom email IDs enhance brand professionalism, improve deliverability, and foster trust with recipients. For more information on these controls and fields, refer to [Notify Recipients](https://help.symphonysummitai.com/summit-platform/docs/notify-recipients-prelude) . |  |  |  |
| Business Rule Designer | Introduce Business Rule Error History in Transaction Forms. **User Persona**: App Designer / Analyst / End User | View the list of Business rules triggered and satisfied in transaction forms. Also, view a log of the business rules triggered with details & error history. For more information on these controls and fields, refer to [Business Rule History](https://help.symphonysummitai.com/summit-platform/docs/business-rule-history-prelude). |  |  |  |
| Business Rule Designer | Introducing Popover Form Fields in Conditions to trigger actions. **User Persona**: App Designer / Analyst | Introducing Popover Form Fields in Conditions, designed to enhance user experience by triggering specific actions upon reopening records such as Incident Management (IM), Service Requests (SR), and Change Requests (CR). For more information on these controls and fields, refer to [Call API](https://help.symphonysummitai.com/summit-platform/docs/call-api-prelude). |  |  |  |
| Notification Designer - Module | Add Default Notification Language for Module **User Persona**: Application Designer | Configure notification template in default language and reuse to other languages. This is applicable across all the Mediums. For more information, refer to [Email](https://help.symphonysummitai.com/summit-platform/docs/email-add-languages-prelude), [SMS](https://help.symphonysummitai.com/summit-platform/docs/sms-add-languages-prelude) and [MS Teams](https://help.symphonysummitai.com/summit-platform/docs/msteams-add-languages-prelude). |  |  |  |
| Notification Designer - Application | Add Default Notification Language for Application **User Persona**: Application Designer | Configure notification template in default language to send Bulletin notification according to configured default language. This is applicable for all the Mediums. For more information, refer to [Email](https://help.symphonysummitai.com/summit-platform/docs/email-add-language-prelude), [Webapp](https://help.symphonysummitai.com/summit-platform/docs/webapp-add-language-prelude). |  |  |  |
| Holiday Calendar | Dropdown with virtual scroll lazy load implementation in Holiday Calendar **User Persona**: Application Designer | The Location selection field in the Holiday Calendar has a dropdown with virtual lazy load implementation. For more information, refer to [Holiday Calendar](https://help.symphonysummitai.com/summit-platform/docs/overview-prelude). |  |  |  |
| Form Designer | Bulk Update **User Persona**: Application Designer | Update large volume of records quickly and consistently. For more information, refer to [Design List](https://help.symphonysummitai.com/summit-platform/docs/design-list-prelude). |  |  |  |
| Form Designer | Summary View in List Page **User Persona**: Application Designer | Configure Summary view for list page of a form with rows, columns, cell values and functions. It allows you provide a concise overview of the key information. For more information, refer to [Design List](https://help.symphonysummitai.com/summit-platform/docs/design-list-prelude). |  |  |  |
| Form Designer | Contextual Drop Downs **User Persona**: Application Designer | For reference form controls, the Data Source tab now includes two additional dropdowns (Layer and Module) under the Table option. This setup displays only the tables specific to the selected Application and Module in the Table dropdown, rather than all tables. For more information, refer to [Data Source](https://help.symphonysummitai.com/summit-platform/docs/radio-button-prelude). |  |  |  |
| Form Designer | Enhanced Form control level validations **User Persona**: Application Designer | For Admin Forms two more validations (Unique and Mandatory) are introduced for form controls while designing an Admin form. For more information, refer to [Validations](https://help.symphonysummitai.com/summit-platform/docs/radio-button-prelude). |  |  |  |
| Form Designer | Designer Execution Sequence **User Persona**: Application Designer | Configure the sequence execution order for the Business Rule Designer, Workflow Designer and SLA while form publishing. For more information, refer to [Publish](https://help.symphonysummitai.com/summit-platform/docs/publish-prelude). |  |  |  |
| Form Designer | Persona Role Type **User Persona**: Application Designer | The form will be accessible only to the users who are assigned roles from the selected role type from the Persona drop-down. For more information, refer to [Define Form Characteristics](https://help.symphonysummitai.com/summit-platform/docs/define-form-characteristics-prelude). |  |  |  |
| Form Designer | Contextual Embedded List View **User Persona**: Application Designer | All the Popover Forms configured with Read Only Mode contain now has List Parameter. For more information, refer to [Popover Forms](https://help.symphonysummitai.com/summit-platform/docs/popover-forms-prelude). |  |  |  |

### Service Management App

| Element | Improvement Name | Description |
| --- | --- | --- |
| OOTB Dashboards | Data Inspector and Export Excel for Dashboards to examine the dashboard data. **User Persona**: Admin and Analyst | The Data Inspector feature allows to delve into and analyze the underlying data. Export excel allows users to export the data inspector to excel format. For more information refer to [Incident Aging Summary Dashboard](/summit-platform/docs/incident-aging-summary-dashboard-1). |
| Service Request Management | Filter by date on the End User, Approval and Analyst portal. **User Persona**: End User / Admin / Analyst | The date filter on the list page allows end users, admins, and analysts to easily refine and view records or data based on a specific date range. For more information, refer to [Date filters](/summit-platform/docs/manage-service-request-list-page-6-2). |
| Incident Management | Asset Selection in New Incidents **User Persona**: End User / Admin / Analyst | The Log Incident screen now supports the selection of Assets. For example, the allocated assets per requestor. For more information, refer to [New Incident](https://help.symphonysummitai.com/summit-platform/docs/new-incident-enduser-prelude). |
| Work Order | Link Work Orders to other Modules **User Persona**: Analyst | Parent Child relationship is established by linking Work Orders to other Modules. De-linking of Work Orders is enabled as well. For more information, refer to [Link Work Order](https://help.symphonysummitai.com/summit-platform/docs/link-wo-prelude). |
| Work Order | Manage Work Orders **User Persona**: Analyst | Manage Work Orders using Filters, Search and Export options from WO. For more information, refer to [Manage Work Orders](https://help.symphonysummitai.com/summit-platform/docs/manage-work-order-prelude) |
| Service Request Management | Include catalog attributes in Service Request notification emails **User Persona**: Admin | Incorporate catalog attributes into the notification emails for Service Requests, presented in a tabular format. For more information, refer to [New Service Request](https://help.symphonysummitai.com/summit-platform/docs/new-service-request-6-2). |
| Service Request Management | Allocated asset and Configuration Item (CI) selection while logging an SR **User Persona**: End user | SR requestor can select Allocated Assets and CIs while logging an SR. For more information, refer to [New Service Request](https://help.symphonysummitai.com/summit-platform/docs/new-service-request-6-2). |

### Asset Management App

| Element | Improvement Name | Description |
| --- | --- | --- |
| Fixed Asset | Link Records **User Persona**: ITAM Analyst | Create an Incident, Service Request etc from asset records and vice versa through cross application linking capability. For more information, refer to [Add New Asset](https://help.symphonysummitai.com/summit-platform/docs/add-new-asset-prelude). |
| Fixed and Non-Fixed Asset | Bulk Approval **User Persona**: Approver | Approve multiple assets in bulk on the inventory list page. For more information, refer to the following pages: [Manage FI - Asset Approvals](https://help.symphonysummitai.com/summit-platform/docs/manage-fi-asset-approvals-prelude) [Manage AC - Allocate & Deallocate Approvals](https://help.symphonysummitai.com/summit-platform/docs/manage-ac-allocate-deallocate-approvals-prelude) [Manage AC - Deactivate & Reactivate Approvals](https://help.symphonysummitai.com/summit-platform/docs/manage-ac-deactivate-reactivate-approvals-prelude) [Manage CO - Allocate & Deallocate Approvals](https://help.symphonysummitai.com/summit-platform/docs/manage-co-allocate-deallocate-approvals-prelude) [Manage CO - Deactivate & Reactivate Approvals](https://help.symphonysummitai.com/summit-platform/docs/manage-co-deactivate-reactivate-approvals-prelude) |
| Fixed Asset | Usage Type Validation **User Persona**: ITAM Analyst | Usage type validation for Primary and Secondary assets can be viewed while allocating the assets. For more information, refer to [Fixed Asset - In Store](https://help.symphonysummitai.com/summit-platform/docs/fixed-asset-in-store-prelude). |
| Fixed Asset | Asset Action History **User Persona**: ITAM Analyst | This tab will display the asset lifecycle actions like allocations, deallocations, etc and other actions that were performed on the specific asset. For more information, refer to [Fixed Asset - Allocated](https://help.symphonysummitai.com/summit-platform/docs/fixed-asset-allocated-prelude). |
| Fixed Asset | Barcode Template and Printing **User Persona**: ITAM Analyst | Configure a barcode template and print it based on the requirement. For more information, refer to the following pages: Barcode Template Configuration: [Barcode Template Overview](https://help.symphonysummitai.com/summit-platform/docs/barcode-template-overview-prelude) Print Barcode: [Fixed Asset - Common Actions](https://help.symphonysummitai.com/summit-platform/docs/fixed-asset-common-actions-prelude) |
| Non-Fixed Asset | Allocate Non-Fixed Assets **User Persona**: ITAM Analyst | Analysts can allocate non-fixed assets from the inventory. For more information, refer to the following pages: [Allocate & Deallocate - AC](https://help.symphonysummitai.com/summit-platform/docs/overview-allocate-deallocate-ac-prelude) [Allocate & Deallocate - CO](https://help.symphonysummitai.com/summit-platform/docs/overview-allocation-deallocation-consumables-prelude) [Allocate & Deallocate - SW](https://help.symphonysummitai.com/summit-platform/docs/overview-allocate-deallocate-sw-prelude) |
| Non-Fixed Asset | Related Records **User Persona**: ITAM Analyst | Viewing the previous allocations against an asset record is now configurable. For more information, refer to [Manage Inventory - AC.](https://help.symphonysummitai.com/summit-platform/docs/manage-inventory-ac-prelude) |
| Non-Fixed Asset (Accessories) | Asset Reconciliation **User Persona**: ITAM Analyst | Asset Reconciliation can be performed for accessories. For more information, refer to [Allocate & Deallocate AC - Overview](https://help.symphonysummitai.com/summit-platform/docs/overview-allocate-deallocate-ac-prelude). |
| Fixed Asset | Terms and Conditions **User** **Persona**: End User | End user can view the Terms and Conditions and fill a feedback on the allocation experience while accepting assets. For more information, refer to [My Assets - Overview](https://help.symphonysummitai.com/summit-platform/docs/my-assets-overview-prelude). |
| Others | Analyst Portal and End User Dashboard **User Persona**: ITAM Analyst / End User | Asset data across different asset types will now be configured and displayed in different tabs. For more information, refer to [Dashboard - Analyst Portal](https://help.symphonysummitai.com/summit-platform/docs/dashboard-analyst-portal-prelude) and [Asset Dashboard](https://help.symphonysummitai.com/summit-platform/docs/asset-dashboard-prelude). |

### Mobile App

| Element | Improvement Name | Description |
| --- | --- | --- |
| Apex Mobile | Pre-login, Service Management, and Survey screens for the end user. User Persona: End User | In the Apex Mobile, screens for Pre-login, Service Management, and Surveys accessible to the end user. For more information, refer to [Apex Mobile](https://help.symphonysummitai.com/summit-platform/docs/mobile-app-prelude). |

## Known Issues

The following section provides details of known issues in this release:

| Issue ID | Issue Description | Scenario | Workaround |
| --- | --- | --- | --- |
| 46575 | Multiple selection is configured for all matrix pages for these fields. | **Steps:** 1. Log in to the Apex application as an Administrator. 1. Click on Settings icon and select **Design Studio**. 1. Select the application as **Service Management** and **Module** as Incident. 1. Navigate to **Configurations** > **Matrices**. 1. Access the required Matrix page. 1. Verify the fields such as **Category, Impact, Priority, Urgency** and **Service Window** etc. | N/A |
| 68981 | **Domain** and **Sub Domain** field values are getting deselected. | **Steps:** 1. Log in to the Apex application. 2. Select the application as **Service Management**. 3. Click on **Settings** icon and navigate to **Platform Studio** > **Access Control User**. 4. Click User ID hyperlink to open the **User Details** page. 5. Observe **Domain** and **Sub Domain** fields. | N/A |
| 69102 | **Deallocation Date** is getting not displayed as mandatory field while deallocating an Accessories/Consumables Assets. | **Prerequisites:** 1. User must be created and have access to **Asset Management** application. 2. The configured User must be provided access for All, ITAM App Designer, ITAM Approver, ITAM Analyst roles. 3. Asset must be available on AC- **Allocation-Deallocate Approval** page. **Steps:** 1. Log in to the Apex application as an End User. 2. Select the application as **Asset Management**. 3. Navigate to **Allocate and Deallocate AC**. 4. Observe the **Allocate Deallocate AC** page and click on **Allocated Status Transaction ID** hyperlink. 5. Change the **Status** to Deallocate. Observe the displayed **Deallocate Date**. 6. Click **Save** and observe the confirmation message. | N/A |
| 69119 | The **Change History** icon is not getting loaded after many refreshes. **Note:** The same issue is observed for **Urgency**, **Priority,** and **SR SLA** pages as and well. | **Steps:** 1. Log in to the Apex application. 2. Navigate to **User** > **Dashboard.** 3. Click on **Settings** icon and select Design Studio. 4. Select the application as **Service Management** and **Module** as Service Request. 5. Navigate to **Configurations** > **SR SLA** **Configs** > **Impact**. The **Impact** list page is displayed. 6. Click on Impact ID hyperlink and **Impact ID** details page is displayed. 7. Observe Change History icon. Refresh the page and then observe the Change History icon. | N/A |
| 69125 | The User Card details are not getting displayed after updating the Incident | **Steps:** 1. Log in to the Apex application as an Analyst. 2. Click on **Settings** icon and select **Design Studio**. 3. Select the application as **Service Management** and **Module** as Incident. 4. Navigate to **My Incidents**/**Manage Incidents**. 5. Click on any Incident ID hyperlink. 6. Click **Update Incident** icon and update the incident. 7. Verify the User card. | N/A |
| 69178 | Unable to navigate to **Incident** tab. | **Steps:** 1. Log in to the Apex application as an Analyst. 2. Select the application as **Service Management** and **Module** as Incident. 3. Navigate to **Manage Incidents**. The **Manage Incidents** list page is displayed. 4. Click on any Incident ID hyperlink. Navigate to **Links** tab and select **Link** as Incident. 5. Link the Peer record and save it. 6. Select as **Link** as Incident and link the Parent child and save it. 7. Select as **Link** as Service Request. Link the Parent child and save it. 8. Navigate to **Service Management** and de-link the linked record. 9. Navigate to **Incident** tab. | N/A |
| 69197 | When navigated to the details page of Analyst, End User and Approver forms, the values are not loaded and displayed. If navigated back to the list page and then again navigated to details page, then values are displayed. | **Prerequisite:** User should be on the consumer end**.** **Steps:** 1. Navigate to **Analyst** form. 2. Click on the **ID** link of a record. 3. Verify whether the values are loaded and displayed for all the fields. 4. Navigate to **Approver** form. Click on the **ID** link of a record. 5. Verify whether the values are loaded and displayed for all the fields. | N/A |
| 70794 | User Authentication: AD import job getting failed due to GDPR error which is configured recuring type. | **Steps**: 1. Log in to the Apex application. 2. Click on Settings and select **Design Studio**. 3. Navigate to **Application** > **Scheduler**. 4. Select the **Tenant** as Information Technology. 5. Configured AD import Job with frequency (Run every i.e. 5 mins) 6. Verify the job Recuring time on next day. | N/A |
| 70803 | When logging as an analyst, it takes more time to login. | **Steps:** 1. Open the Apex application. 2. Log in as an Analyst. | N/A |
| 70838 | When control type = Multi Choice, only then the Username is displayed. Email ID is not displayed. | **Prerequisite:** Multi Choice control with Data Source = Table, Table = Users, Label Column = Username should be configured. **Steps:** 1. Navigate as a consumer. 2. Click on the field which is of control type = Multi Choice. 3. Search for a user and choose the user. 4. Verify whether both Username and Email ID is displayed. | N/A |
| 70909 | Time to load the Asset Management application is more. | **Steps:** 1. Login as an ITAM Analyst. 2. Select App Portal and Select Application as **Asset Management**. | N/A |
| 71031 | AD Import: on-premise users are not getting imported. | **Prerequisite**: AD Import On prem job should be configured in recurring frequency and run at should be configured as proxy server. **Steps**: 1. Log in to the Apex application. 2. Click on **Settings**, select **Design studio**. 3. Navigate to **Application**, click on **Scheduler**. 4. Select the **Tenant - Information Technology**. 5. Click on the **Run now** button on the **AD Import On prem** job. 6. Check the users are getting imported. | N/A |
| 71022 | Default records per page Total count in list page is not correct. | **Steps**: 1. Log in to the Apex application. 2. Click on the **Asset Management** application. 3. Select the **Asset Management** module. 4. Select the **fixed form** click on the **new or existing record**. | N/A |
| 70994 | When a new read only popover form with List control is configured, upon clicking on the record ‘ID’ the record details are not displayed correctly. In the URL instead of ID, undefined is displayed. | **Prerequisite**: Configure a new Read Only Popover form with List control. **Steps**: 1. Navigate to consumer end. 2. Click on the **‘New**’ button. 3. Click on the **‘User Record List’** read only popover icon. 4. Click on the ‘ID’ link of a record à Record will be opened in the new tab. 5. Verify whether the record details are displayed correctly. 6. Verify whether the values are displayed for the fields. | N/A |
| 69099 | While selecting the Change History button, the values are not getting translated into Arabic language. | **Steps:** 1. Log in to **Apex** application as an Application Designer. 2. Click the Settings icon on the top panel and select **Design Studio**. 3. Navigate to **Application** > **Workgroup**. 4. Click an existing Id from the list page. 5. Click **Change History** on the top panel. | N/A |
| 65173 | The newly added form control (s) in the Platform’s **User Form**, is not available in the Sub form’s **Publish To** Filter set on the Form Designer. | **Prerequisites**: 1. Navigate to **Platform Studio** > **Designers** > **Form Designer**. 2. Select **User** form. 3. In **Design Form** step add Form controls and configure. > [!NOTE] > Note: > > The form controls applicable to above configuration are single-choice, multi-choice, auto-complete, Treeview, and radio button. **Steps**: 1. Log in to the Apex application as an Application Designer. 1. Navigate to **Design Studio** > **Designers** > **Form Designer**. 1. Select a Transaction Form which is a Sub Form. 1. In the **Publish To** section, click **Add Filter Set**. 1. The newly added fields must be displayed in the Field. | N/A |
| 71023 | Tenant is empty in the Asset list page, even though the field is configured as Mandatory in the tenant. | **Steps:** 1. Log in to the Apex application. 2. Click on the Asset Management application. 3. Select the Asset Management module. 4. Select the fixed form click on the new or existing record. | N/A |
| 71026 | ID Column coming in capital letters for end users in each form for HRMS and Service management. | **Steps:** 1. Log in to the Apex application as an Analyst of End User. 2. Open any form. 3. The **ID** column is displayed in Capital letters. | N/A |
| 71038 | In the ‘Filter’ overlay panel when ‘Status’ field is selected, two value fields are displayed. | **Prerequisite** App Designer should be on the ‘Workflow Designer’ list page. **Steps**: 1. Log in as an App Designer and ensure you are on the Workflow designer list page. 2. Click the **Filter** icon. The Filter overlay panel is displayed. 3. Click on ‘**Add Filter**’ and choose ‘**Status**’ field. 4. Verify the value field. | N/A |
| 67825 | The values entered in the **Password** and **Re-enter Password** fields are not encrypted on the **Monitoring Account** page. | **Steps:** 1. Log in to the Apex application. 2. Select the **Discovery** application. 3. Navigate to **Discovery Module** > **Configurations** > **Discovery** > **Monitoring Account**. 4. Click **New** to create a new Monitoring Account. 5. Enter all the required details and click **Save**. 6. Open the configured Monitoring Account on List view page. 7. Verify that the **Password** and **Re-enter Password** fields are encrypted. | N/A |
| 69313 | **Common Master Type** and **Values** are displaying to domains which are not mapped under the **Publish** step. | **Prerequisites**: 1. **Common Master Type** and **Common Master Value** should be created and published. 2. Form should be created with dropdown field with Common Master as source. 3. Above Form should be created for domain other than one which is mapped in Common Master. **Steps**: 1. Log in to the **Apex** application as end user. 2. Navigate to the created form. 2. Click **New**. 3. Select required tenant. 4. Click on dropdown value configured. | N/A |
| 71125 | The "Join Date" in the User Form displays date-time field, instead of date field. | **Steps:** 1. Log in to the Apex application. 2. Select **Service Management** Application. 3. Click **Settings** icon on top panel. 4. Click **Platform Studio**. 5. Select **Access Control Center** from left navigation panel. 6. Select **User >** click **New** or click on existing record on the list page. 7. Scroll down to **Join Date** and click on the field. 8. It displays **Date Time** picker. | N/A |

## Fixed Issues

The following section provides details of Fixed issues in this release:

| Issue ID | Issue Description | Scenario | Resolution |
| --- | --- | --- | --- |
| 164113 | While raising a Service Request (SR), an error was displayed mentioning "Something went wrong Please Try again". | Steps: 1. Log in to the Apex application as an End User. 2. Click **Service Management** application. 3. Click **Service Request > My Service Request**. 4. Click **New**. | Service Request is successfully raised without any errors. |
| 161967 | Standard template was not getting created even after successful creation and closure of the Change Record. | **Steps:** 1. Log in to the Apex application as an Analyst. 2. Select the module as **Change Management**. Navigate to **Manage Change Request** and click New to create a new CR. 3. Select the **Change Type** as Normal, Category as Small and enable **Proposed for Standard Change**. 4. Specify all the mandatory field values and click **Submit**. 5. Open the above created CR and change status to Implemented. Click **Save**. | Standard template is created even after successful creation and closure of the Change Record. |
| 161948 | In the **Problem Management**, the **Approver** was unable to view the **Root Cause Analysis** (RCA) **Fishbone Diagram** on the **RCA** tab of the **Manage Problem Records Details** page. | **Prerequisite**: Create a **Problem Request** (PR) and add the RCA details in the **RCA** tab in the created PR. **Steps**: 1. Log in to the **Apex** application as an **Approver**. 2. Navigate to the **Problem** > **Problem Record** > **Approve Problem Record**. 3. Click **PR ID** hyperlink of the created PR. 4. Click **RCA** tab and click **Show Fishbone Diagram** icon. | The **Fishbone Diagram** for an **Approver** is displayed without any issue. |
| 161412 | Workgroup name does not display properly on **Change Request Details** page. | **Prerequisite**: Additional Workgroup Approver custom field must be configured in Form Designer. **Steps**: 1. Log in to the Apex application as an Analyst. 2. Navigate to **Service Management** > **Change** > **Change Request** > **Manage Change Requests**. The **Manage Change Requests List** page is displayed. 3. Click the required **CR ID** hyperlink to view the details page. 4. Select the required value from **Additional** **Workgroup** **Approver** multiselect drop-down and verify the result displayed. | Workgroup name displays accurately on the **Change Request Details** page. |
| 162641 | Due to slow load not all the statuses created were loading for the **Change Requests** in the **Change Management** module. | **Steps:** 1. Navigate to **Service Management** > **Change** > **Manage Change Requests**. The **Manage Change Requests** list page is displayed. 2. Click **CR** ID hyperlink to open a **Change Request**. 3. Select the status from the dropdown. | All the statuses created for the change requests are displayed. |
| 161422 | Users were unable to remove the **Days** entry from the **Efforts** field as they were not able to save the configuration. | **Steps:** 1. Log in to the Apex application. 2. Navigate to **Design Studio** > **Incident Module** > **Form Designer**. 3. Select **Manage Incidents** Form. 4. In the **Publish** stepper, put the Form to **Maintenance**. 5. Edit the **Efforts** field on the Form. 6. Update the **Effort** type to **Hours, Minutes, Seconds**. 7. Click **Save** and verify the configuration. | After removing **Days** entry from the **Efforts** field, users are able to save the configuration successfully. |
| 161291 | Functionality to create a ticket of a different module from a ticket of another module was not working. | **Steps:** 1. Log in to the Apex application. 2. Navigate to **Incident** > **Manage Incidents**. List page of **Manage Incidents** is displayed. 3. Click hyperlink ID of a record. 4. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1CMX0OY7.png?sv=2026-02-06&spr=https&st=2026-11-08T15%3A55%3A45Z&se=2026-11-08T16%3A55%3A45Z&sr=c&sp=r&sig=NXZyVoywuHFA2Tz4hTa9JrO5EYgnQYj9el7hGDzQcWE%3D) on the top panel > click **Convert** > click **Service Request**. A new Service Request record page is displayed. 5. Fill in all the details > click **Save**. 6. Verify that a Service Request is created. | Functionality to create a ticket of different module from a ticket of another module is working as expected. The new record gets linked to the source record and it appears under the **Links** tab. |
| 161884 | When approver referred a **Change Record (CR)** back, the **CR** status did not change to Refer Back as expected. | **Prerequisites**: 1. Configure Approver 1 and Approver 2. 2. Configure a **Workflow** with **Refer Back** configuration. **Steps**: 1. Log in to the **Apex** application as an **End User**. 2. Navigate to **Change** > **Manage** **Change Requests.** The **Manage Change Record** List page is displayed. 3. Click **New** to create a new CR. 4. Enter all the required details and click **Save**. 5. Log in to the Apex application as an **Approver 1**. 6. Provide the required details and send to **Approver 2**. 7. Log in to the Apex application as an **Approver 2**. 8. Review the details and **Refer Back** the CR to **Approver 1**. | When an Approver, **Refers Back** a CR, the status of the CR is successfully changed to **Refer Back**. |
| 162635 | On the **Service Portal** Analyst dashboard, the same username was displayed for all users in the dashboard greeting. | **Steps:** 1. Log in to the Apex application as an **App Designer**. 2. Navigate to **Application** > **Service Porta**l. The **Service Portal** List page is displayed. 3. On the List page, search for configured Analyst Portal details. 4. Click existing **ID** hyperlink to edit the configured Analyst Portal. 5. Change the **Publish Status** to **Maintenance** from **Published** to edit the configuration. 6. On the **Design Porta**l step, edit the configured properties of either **Text** or **Tag Line** widgets. 7. Edit the text of **Tag Line** field of Tag Line Widget or edit the **Enter text here** of Text widget. 8. Click **Next** and **Publish** the Service Portal. > [!NOTE] > Note: > > Use $ (Dollar) symbol in Tag Line or Text field to fetch User related information from User Master. | The **Service Portal** dashboard displayed the correct username in the dashboard. |
| 163939 | The data was getting displayed with tag values. | **Steps:** 1. Log in to the Apex application as an App Designer. 2. Select the application as **Service Management** and **Module** as Change. 3. Configure the Multi Valued Group in the **Designer** step on the Form Designer. Drag and drop the **Long Text** form control. 4. Click Settings icon and configure **Render As** as **Rich Text Editor.** 5. Publish the form. 6. Now, login as Analyst and navigate to **Change** > **Manage Change Reques**t. Click **New** and specify the required details for the CR. Navigate to the above configured tabs. 7. Enter the data values in the configured control and save and verify the grid section. | The data is getting displayed without any tag values. |

> [!NOTE]
> Note
> 
> Reload the page after upgrading the Apex application to apply new changes.