2026-10-28 Release Notes

News

All involved are excited as these nice folks prepare to go live next week:

🚀 Illinois Coalition Against Domestic Violence

Changes

👉 👉 Effective 2026-10-29 for demo sites, then 2026-11-06 for live sites. 👈 👈

🧙 API mavens should review the always-informative, interesting, and ever-changing API Changelog.

💾 LS-106462: The Google Drive - Create Case Folder block is getting a new "Allow manual folder selection" configuration option.

⭐ ⏳ LS-127402: Online intake sites are getting two new settings: Online Intake Idle Timeout (minutes) and Online Intake Maximum Session Length (hours). If the Idle Timeout is reached, a nice popup shows a Continue Working button, and a countdown of when the session will end if they don't click it.

👨‍👩‍👦‍👦 LS-136954: Sites creating new cases for family members via the Family Information block, and that have a specific case profile view for family cases, will be overjoyed that those new cases will bear the same create process as the "parent" case, and thus will display with the same case profile view.

📄 LS-147905. Have you pined to put the Document ID field on the first page of an intake? Pine no more.

💳 LS-149902: If you track Case Credits, you may be interested in some new report subtables, viz.: Case Data > Case Credits Total (One Row Per Matter), Case Data > Case Credits (One Row Per Matter/Year), and System Users > Case Credits Total (One Row Per User).

🤖 LS-149914: The Data Export feature is getting an additional user role permission, viz.: API: Get Data Export By Key.

🧑‍🔬 LS-150958: Clicking the Apply Filters button on the Day/Week/Month view of the classic calendar too often does not, well, apply the filters you've set. Clicking the Reset Filters button and re-doing the filters will sometimes work, but that shouldn't be needed. Filter surgery is on the way.

LS-150964: Edit Multiple Users Simultaneously is great, unless you're trying to change the Template Style field. Full greatness will be achieved.

⌨️ LS-150983: Wide report crosstabs no longer scroll with the keyboard. But they will again.

🪗 LS-151029: The Disposition block has a lot of configuration options, so what's one more. Viz: "Make funding code Read-Only?". We are also improving an existing label so it will read "Prompt for funding code (must be enabled for funding code to be saved)".

🏷️ LS-151038: The User Role permissions Time: Edit Confirmed and Time: Edit Affirmed are being re-labeled to Time: Edit Funding Code on Confirmed Timeslips and Time: Edit Confirmed Timeslips, respectively. Because label clarity is important.

⭐ 📋 LS-151039: Outreach records need a modern list for notes with working filters. Enter the shiny new Outreach Note List block. The existing Outreach Notes (Profile Only) block is still there, so if yellow is your thing, don't start worrying while LS4 lives and breathes.

📜 LS-151041: Report crosstabs started exporting to Excel with no title, and summations started exporting to Excel with the title at font size 120 (🤦). Clean, lovely exports with proper titles and readable font sizes are in your future. And you may be intrigued by the new checkbox (unchecked by default) "Auto-size Excel columns" in the crosstab configuration options.

📜 LS-151077: Changing filters in an embedded report in the new report interface does not refresh the data. The Apply and Refresh button in the side panel applies, but does not refresh. Refreshments will be served.

🦜 LS-151141: You can't remove a column sort in the new report interface. Very popular in the classic interface, so we're going to allow it in the new one as well.

🌎 LS-151240: There is a Name field you can put on user profiles. But displaying "Ferré" for someone named "Ferré" is rude. We already respect diacritic marks, but now we'll start actually showing it.

🗓️ LS-151309: The calendar icon displayed by the Flowblock Primary Advocate field does not open the calendar filtered to that user in the new calendar interface. But it should. So it will.

🗓️ LS-151312: The User filter dropdown in the new calendar interface lists users in no order recognizable or usable by humans. Alphabeticalization is on the way.

LS5 Interface

🫡 LS-144178: The Multiple Outcomes v2 block does not honor the Maximum Number of Outcomes in this Group setting in LS5. Honor will be paid.

📫 LS-146716: If the Mailing Address block is configured to display the "Same as main address", checking that option still leaves the mailing address fields editable in LS5. LS4 parity is on the way.

🔘 LS-149473: Conflict check results list does not have a top of the column radio button in LS5 to clear existing associations. But it should, so it shall.

⚠️ LS-149484: Displayed, but unanswered, required field from a branch logic form shows top of the page warning, but the field does not have red highlights in LS5. Highlights will be shown.

🌊 LS-149885: A create reminder workflow step isn't displaying, in LS5, the note about the variables you can use. But it will.

🔍 LS-150622: Search in LS5 doesn't search for Bundles. But it will.

🧣 LS-150631: The "Events (Case/Matter)" list view has support for Case Bundles, except in LS5. LS4 parity will be achieved.

LS-151163: The "Wrap Wide LS5 Tab Lists" site setting no longer does anything, so we're removing it from the settings page.

🙈 LS-151193: The Help menu can be hidden by user role in LS4, but it appears when those users switch to LS5. LS5 will be taught to hide.

🚦 LS-151264: The Government Generated ID # block works in LS5, but multiple rows are displayed in an indented stair-step fashion. Clean vertical alignment is on the way.

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