26.07 Release notes

cmvm

26.07

release

Published

June 26, 2026

Release 26.07 focuses on workflow automation, platform administration, inventory management, document templates, and reporting and analytics. Highlights include setting field values with AI in workflow steps, default fields and stakeholders on user action and approval steps, disabling users within your organization, Public API and MCP improvements, subscription management in the admin portal, saved and shared field layouts, filtering artifact aggregations by selection fields, filtering artifact tables by associated record attributes, net-new document templates, tracking changes to organization settings, and analytics on how long records spend in each stage.

Feature highlights

Workflows

Set field values with AI in workflow steps

Populate field values automatically during workflow execution:

Choose Generate with AI in a Set Field step, write a prompt, and reference the record's fields with Insert Variable — the workflow fills the field from the record's context when the step runs.
Generate values for free-text, date and datetime (including relative dates like 90 days from today), single- and multi-select, checkbox, number, email, and URL fields.
Set the Assignee on findings as a core field, so workflows can route work to the right owner without manual action.

Select default fields and stakeholders for workflow steps

You can now select default fields and stakeholders when configuring User Action and Approval steps as fields requested, allowing those field and stakeholder values to be populated via workflows.

Introduction to workflows

Platform capabilities

Disable users within your organization

Manage user access to your organization without contacting the ValidMind support team right from the User Directory.
Disabling users will revoke their access to your organization, including any API keys and secrets.

Manage users

Improvements to Public API and MCP

We've enhanced the functionality of the ValidMind Public API and ValidMind MCP:

Create and update organization templates, and create model documents, through the Public API.
Look up document types and guidelines through new Public API endpoints.
Work across multiple inventory record types from the MCP server, so AI assistants can reason about your inventory structure.

ValidMind Public REST API

Connect AI assistants via MCP

Manage organization subscriptions in the admin portal

Administer plans and limits for the organizations you operate:

View all subscription plans with their features and limits from the Admin portal.
Edit per-feature limits to match each organization's agreement.
See an organization's current plan and feature consumption on its detail page.

Inventory

Filter artifact aggregations by selection fields

When configuring Aggregration type inventory record fields that display information from artifacts related to that record, you can now filter the aggregation results by artifact selection fields:

Filter aggregation fields by Single Select and Multiple Select type artifact fields.
Combine these new selection field filters with Date type fields and default fields.

Manage inventory fields

Manage artifact fields

Filter by associated record attributes on artifact tables

After you've enabled display of associated record fields on artifact types, you can filter lists of artifacts by those record fields — such as a certain risk tier or value in a custom field.

Manage artifact types

View and filter artifacts

Documentation automation

Create net-new document templates

Previously, you were unable to create new document templates without duplicating an existing template:

Now you can create net-new Development, Validation, Monitoring, and custom document type templates from scratch or by uploading a PDF.
Start with a blank template and build the document outline from scratch, or upload a PDF to generate a section outline preview before saving it as a new template version.

Working with document templates

Reporting and analytics

Track changes to organization settings

Customer admins and other roles with superuser permissions can now track changes to organization settings on a dedicated activity page:

View and audit records of changes made to your organization settings, by which user, at what time — at a glance.
Filter settings activity events by type, and click View Details under entries where this option is available to view more information.

View settings activity

Analyze how long records spend in each stage

You can now build analytics widgets or visualizations from data on the duration inventory records spend in each stage, providing insights on your organization's record lifecycles.

Manage custom reports

Bug fixes

Frontend

Fixed date custom fields shifting by time zone

Date custom fields were stored with a time, so their value was converted to each viewer's local time zone. Users in different time zones could see the same date field as different days.
Date custom fields are now stored as date-only values, so everyone sees the same date regardless of time zone.

Fixed artifact fields hidden from record stakeholders

Some artifact fields did not appear for users whose access came from being a stakeholder on a specific record:

Field visibility was evaluated only against organization-level roles, so a user's stakeholder role on that record was not taken into account.
Artifact field visibility now considers the record an artifact belongs to, so stakeholders see the fields they are entitled to.

Backend

Fixed access errors when retrieving an inventory record by ID

Requesting a single inventory record through the API returned a 403 Forbidden error for every user except customer admins, even when the user had read access to that record.
Retrieving an inventory record by ID now respects the user's permission on the record, so anyone with read access can load it.

Fixed incorrect edit count after applying a template

Applying or swapping a document template reported the wrong edit count — a freshly applied template showed numbers of edits in the template panel even when no actual edits had been made.
A newly applied template now shows the correct count, and the count increments only when you make a real edit.