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All Systems Operational

Validis Release - 21.77.0

Release Date: 11/06/25

What's New

Please note that versions 21.77.0 and 21.78.0 were released together due to changes implemented.

 

Validis API

  • Exposed new GET /api/extract-guidance/{connectorName}/{scope} endpoint for client applications.
  • Enables retrieval of HTML-formatted extract guidance based on the connector and upload scope.
  • Useful for displaying step-by-step guidance during client upload journeys.
  • Returns structured JSON with localized HTML content (en-GB, fr-FR, etc.), source, and last updated date.
  • Documented under Connections API > Extract Guidance in Validis API documentation.

 

V3 - Manage Users - Table View Bulk Action Delete

  • Introduced bulk user deletion with multi-select checkboxes in the user table.
  • Added “Select All” checkbox to quickly select all visible users.
  • Displayed floating action banner with selected user count and delete option (permissions-based).
  • Implemented confirmation modal with a scrollable list of selected users and deletion warnings.
  • Added visual feedback during deletion (spinner, success, and error messages).
  • Provided retry options for partial deletion failures based on error type.
  •  

V3 - Portal Configuration - External SME ID

  • Introduced “External ID” page with clearly labeled sections and descriptions.
  • Added a toggle switch to control whether the External SME ID is mandatory in engagements.
  • Description clarifies behavior:
  • Field remains visible regardless of the toggle state.
  • Existing engagements are not affected unless modified.
  • The default state of the toggle is OFF.
  • When toggled ON, the External SME ID becomes required for new/edit/clone engagement actions.
  • When toggled OFF, the Field is no longer required in both edit and clone engagement flows.
  • The toggle state is persistently stored across sessions.

 

V3 - Financial Dashboard - Period Picker

  • Added a Period Picker positioned below the header bar on the right-hand side of the Financial Dashboard.
  • Includes label “Select period” displayed above the dropdown.
  • Available options:
  • Current Financial Year.
  • Last 12 Months.
  • Last Financial Year.
  • Upon selection:
  • Dropdown updates to show the selected option.
  • Date range summary updates accordingly in the adjacent field.
  • Format: “Period started - Period ended”.
  • Date format based on the user's region.

 

Fixes

 

Improved logic for displaying the Data Refresh section based on the original engagement’s settings.

  • If no schedule was configured, the Data Refresh section is hidden in the clone form.
  • If a future start date exists, the Data Refresh section is visible, frequency and future start date are pre-filled and editable.
  • If a past start date exists, the Data Refresh section is visible, frequency is pre-filled, but Start Date is cleared and mandatory.
  • Date Picker Update: Weekends are now hidden in the Start Date picker when cloning engagements.

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