26.08 Release notes
This release introduces the Risk Tiering System and Record Intake, adds the ability to change an inventory record's type from its overview, and more.
Feature highlights
Document Checker
Added Document Checker run history, sharing, and artifact creation
Document Checker now saves every check as a run. You can review previous runs, rename or delete private runs, publish runs to your organization, and export saved results. From a published run, you can also create an artifact directly from an assessment question; the artifact retains links to its source question, run, and document. Learn more about managing Document Checker runs.
Record Intake
Introduced Record Intake
Record Intake gives organizations a structured way to receive and classify new inventory submissions. Administrators can designate one inventory record type as the intake queue, then use workflows to collect information and convert each submission in place to the correct inventory record type while preserving its identifier and activity history. Intake submissions can also be changed or rejected by an administrator, and their submission, classification, conversion, and rejection events are recorded in activity. Learn more about Record Intake.
Risk Tiering System
Introduced the Risk Tiering System
The Risk Tiering System gives you a structured, auditable way to classify models and other inventory records into risk tiers. Administrators define the methodology in versioned risk tier templates by setting tier levels, risk factors, scoring rules, thresholds, and override rules, with scorecard or risk matrix calculation. Teams then apply a published template to individual records through risk tier assessments, which show how each field value contributed to the score and publish a final tier to the record's read-only Assessed Risk Tier field. Templates and assessments are versioned and immutable once published, preserving complete audit histories; assessment activity also appears in each record's Activity feed. Learn more about working with the Risk Tiering System.
Enhancements
Integrations
Added Databricks OAuth user login
You can now connect Databricks integrations with OAuth user login or a personal access token, allowing you to choose the authentication method that fits your environment.
Inventory
Added the ability to change an inventory record's type from its overview
You can now change an inventory record's type from its overview. Before applying the change, ValidMind checks compatibility, identifies blockers, surfaces warnings for review, remaps compatible stages, and removes custom field values that apply only to the previous record type.
Added artifact custom field changes to activity history
Artifact activity now records custom field changes with their previous and new values, making field updates easier to review and audit.
Added custom field sorting to inventory and artifact tables
You can now sort inventory record and artifact tables by supported text, number, date, checkbox, single-select, and formula custom fields.
Added advanced filters to inventory activity
You can now filter record and artifact activity with a query builder that exposes the fields and operators supported by each activity type.
Added continuous loading for inventory, artifacts, and validation issues
Inventory records, artifacts, and validation issues now load incrementally as you scroll. Listing frames also fit shorter result sets and preserve their scroll state when moving between views.
Improved saved views and active filters
Inventory and artifact listings now provide a clearer saved-view and active-filter bar, including a Reset View action that restores the default view.
Improved inventory field configuration
Field configuration actions now appear together in the modal footer, making updates easier to review and apply.
Improved inventory record layouts on smaller screens
Record details now use the full available width when no right rail is present, and overview tabs can be scrolled horizontally on narrower screens.
Templates and documents
Improved color support in rich text content
Rich text editing now includes font colors, color controls remain visible in dark mode, and table cell colors are preserved when HTML content is ingested.
Improved document outline spacing
Document outline tags now use consistent spacing for easier scanning.
Workflows
Added workflow triggers for artifact field changes
You can now start workflows when selected artifact fields change. Trigger evaluation compares the stored values before and after each update and supports record-type-specific artifact workflows.
Improved workflow execution review
The workflow execution viewer now makes approval context and the taken path easier to follow, dims branches that were not taken, and avoids canvas jumps or selection flashes when you open a step.
Improved Set Field workflow guidance
The Set Field step now provides clearer, entity-aware AI guidance and documentation for generating field values.
Bug fixes
Analytics
Fixed date and empty-value filtering
Analytics and query-builder filters now handle date-only values, migrated custom dates, timezone-aware calculations, and empty values consistently.
Fixed rich text values in analytics CSV exports
CSV exports now remove HTML markup from rich text fields instead of exposing raw tags.
Fixed dashboard loading and scrolling
Dashboard activity and artifact widgets now paginate consistently, and artifact results display their initial loading state correctly.
Fixed filtered analytics exports
Exported analytics reports now respect the filters applied in the view instead of returning the full dataset or an empty file.
Attestations
Fixed attestation snapshots after file operation failures
Attestation snapshots now complete when an attachment cannot be copied or deleted. Failed file operations are skipped and logged without blocking the attestation period.
Fixed attestation submitter assignments
Attestation executions and participant previews now include only users assigned to each inventory record under the designated submitter role.
Inventory
Fixed timestamps during calculated field refreshes
Refreshing calculated field caches now preserves record update timestamps instead of making unchanged records appear recently modified.
Fixed inventory custom field updates
Saving use case options no longer removes unrelated record-type custom fields. Public API updates to a named custom field now modify only that field, preserving fields omitted from filtered schema responses, and edited values appear without requiring a page refresh.
Fixed inventory queries when custom fields are empty
Inventory queries no longer fail when a record has no custom field values.
Fixed loading inventory record stakeholders
Stakeholder lists now load successfully when records use role-based stakeholder assignments.
Fixed inventory field and column controls
Column search and visibility controls now remain usable in smaller popovers, date pickers are no longer clipped, and artifact field groups appear without waiting for another field assignment.
Fixed custom field group assignments
Record Type and Artifact fields can now be moved back to "No Group," newly created empty groups remain visible, and field lists refresh immediately after group changes.
Fixed artifact loading after switching organizations
The Artifacts page now selects an available artifact type after switching organizations instead of appearing empty because of a stale URL selection.
Fixed artifact CSV exports and record type sorting
Artifact CSV exports now retain selected record fields, use headers matching the table, and include Inventory Record Type when selected. Artifact listings can also be sorted by inventory record type.
Fixed business unit creation error handling
Business unit creation now displays a clear error instead of remaining stuck when the name conflicts with a previously deleted unit.
Templates and documents
Fixed template usage and edit counts
Template usage labels now reflect all inventory record types, and the Template Edits count now matches the number of edits made. API clients using the internal templates listing response must read records_count instead of models_count.
Fixed template PDF outline handling
Image-only PDFs now show a clear warning instead of saving a misleading outline, and uploading the same template again no longer leaves the outline viewer in an incorrect state.
Fixed template dashboard imports
Organization template dashboard imports now map dataset types correctly.
Fixed activity history for deleted templates
Activity history now remains available after a template is deleted and clearly identifies historical events from deleted template versions.
Fixed oversized PDF upload handling
Template conversion and Document Checker now reject PDFs larger than 20 MB or 100 pages with a clear error instead of hanging.
User management
Fixed organization user and role management
Organization user and stakeholder API responses now identify disabled users, keeping removed users visible in stakeholder lists. Roles can also be deleted without leaving orphaned tasks or approvals, and names from soft-deleted roles can be reused.
Workflows
Fixed workflow transition emails for artifacts
Workflow transition emails are now sent correctly when the workflow target is an artifact.
Fixed workflow requests that entered automatic cycles
Workflows with an automatic transition cycle now stop with an error that identifies the involved steps instead of hanging until the request times out.
Fixed artifact workflow timelines
Artifact workflow timelines now render correctly after navigating away and returning. Workflows waiting on timed steps are also shown by default and can be filtered with the new Waiting status.
Customer-managed deployments
Added organization-wide theme management
Administrators can now configure a single organization-wide JSON theme override in Admin Settings, with live validation and a copyable example.
Added administrator removal
You can now remove other administrators' access to the admin app, allowing you to manage administrator access without removing their access to the ValidMind platform.
Documented configurable attachment upload limits
The configuration guide now explains how customer-managed deployments can set attachment upload limits.