> For the complete documentation index, see [llms.txt](https://prohelp.assetpanda.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://prohelp.assetpanda.com/release-notes/2026-release-notes/august-2026-release-notes.md). # August 2026 Release Notes ## Core Application Updates ### Enhanced Filtering for Dropdown and Formula Fields We’ve upgraded our filtering engine to give you more precision and flexibility when working with dropdowns and formula-based dates. * **Multi-Value Filtering**: You can now use **Is Any Of** and **Is None Of** operators for Single Select, Multi-Select, and Pull From fields. This allows you to filter by multiple values at once or exclude specific sets of values from your results. * **Smart Formula Date Filters**: Formula Date Calculation fields now automatically show the correct operators based on their result. If your formula calculates a **Date**, you’ll see date filters; if it calculates **Days, Months, or Years**, you’ll see numeric filters; and if it calculates **Time**, you’ll see text filters. * **Easier Pull From Selection**: When filtering by Pull From fields, you can now select values directly from a dropdown list instead of typing them manually, ensuring your filters are always accurate. * **Available Everywhere**: These new filtering capabilities are available across the entire platform, including your Collections, Reports, Automations, Dashboards, and Mobile apps (iOS and Android). * **Consistent Experience**: Whether you are setting up a Color Coding rule or a complex Automation condition, your formula and dropdown fields will now behave consistently with the type of data they produce. ### Relationships Tab in Record Details We’ve added a new **Relationships** tab to the Record Details page, giving you a clear, organized view of how your records are connected across different collections. * **Centralized Visibility**: Easily see every record that is linked to your current item, as well as every place where your current item is being referenced elsewhere in the platform. * **Two-Way Tracking**: * **Linked to this record**: See all the data you’ve pulled into this record from other collections. * **Record linked to another record**: See exactly which other records are currently using this item’s information. * **Quick Navigation**: Every linked record includes a clickable ID, allowing you to jump directly to the related record’s full details in a new tab with a single click. * **Detailed Insights**: The tab displays not just the linked record ID, but also the collection it belongs to and its primary and additional field values, so you have the context you need at a glance. * **Always Up-to-Date**: There’s no setup required. The Relationships tab updates automatically whenever you link or unlink records using our standard "Pull From" fields. * **Available on Mobile**: Stay connected in the field with full support for the Relationships tab on both the iOS and Android apps. ### Numeric Field Trigger for Automations We’ve added a powerful new way to automate your workflows based on quantities, stock levels, and other numeric data. * **Threshold-Based Alerts**: You can now trigger automations the moment a numeric field hits a specific value. For example, you can automatically send an alert when an inventory count is "Less than or equal to 5." * **Flexible Conditions**: Choose from a variety of conditions including greater than, less than, or even values that fall between a specific range. * **Instant Notifications**: Stay on top of your data in real-time. Whether it's a low-stock warning or a budget limit, you'll be notified the second your data crosses the threshold you've set. * **Easier Setup**: Setting up "Low Stock" or "Reorder" alerts is now faster and more intuitive, requiring fewer steps to get your monitoring up and running. * **Available Everywhere**: These new triggers are available in the Automation builder and work seamlessly with all existing notification and reporting actions. ### Color Coding Rules for Fields Admins can define color coding rules on fields based on conditions, enabling visual indicators like highlighting overdue dates in red or flagging specific statuses. * New **Color Coding Rule** toggle in Data Type field settings (Collections, Categories, Admin Tools); disabled by default * Rule builder: IF Field Value \[Operator] \[Value] → apply selected color; operators match existing Filter operators per data type * Multiple rules supported with priority ordering (first matching rule applied) * Displayed across: Collection lists, Record Details, side panels, linked records, Reservations, Audits, Forms (read-only), and Reports * For SSL/MSL fields: Color Coding Rules override individual option colors when enabled * Cannot save incomplete or invalid rules; validation follows existing Filter behavior ### Customize Welcome Emails You can now personalize the invitation emails sent to new users, ensuring your team receives a warm and branded welcome to Asset Panda Pro from day one. * **Personalized Onboarding**: Tailor the subject line and message body of your invitation emails to match your organization’s tone and provide specific instructions to new starters. * **Rich Text Editing**: Use our new editor to add formatting like bold text, bulleted lists, and helpful hyperlinks directly into the email body. * **Branded & Functional**: While you customize the message, Asset Panda automatically includes all the essential technical details—like the "Accept Invitation" button and mobile app links—so your onboarding stays seamless and professional. * **Easy Setup**: Administrators can find these settings under **Organization Preferences** in the new **Welcome Email** section. * **Smart Placeholders**: The email automatically pulls in the name of the administrator sending the invite, making every message feel personal and authentic. ### Import Attachments We’ve made data migration faster and more efficient with the launch of **Import Attachments**. You can now bring your files and photos into Asset Panda Pro directly through our standard import tools. * **Bulk Upload via Spreadsheet**: Instead of uploading files one by one, you can now include links to your attachments directly in your import spreadsheet. * **Multiple Files per Record**: Need to add three photos to a single asset? Simply list the URLs in your spreadsheet cell separated by a comma (`,`), and we’ll handle the rest. * **Seamless Integration**: Imported attachments look and act exactly like those you upload manually. They are instantly available for preview and download, and they respect all your existing security permissions. * **Smart Validation**: Our import engine checks every file to ensure it matches your allowed file types and sizes. If there’s an issue with a specific link, we’ll tell you exactly which one failed in your import log. * **Update Existing Records**: You can use the import tool to add new attachments to records that are already in your system, making it easy to keep your documentation up to date. * **Public URL Support**: You can use any public HTTPS URL to import your files, or use links from your existing gallery to associate files with new records. ### Email-to-Record Creation We’ve introduced a powerful new way to get data into Asset Panda Pro—directly from your inbox. You can now configure your collections to automatically create new records whenever an email is received. * **Unique Collection Emails**: Every collection you enable will have its own dedicated, system-generated email address. Simply send an email to that address, and Asset Panda will do the rest. * **Secure Sender Lists**: You have full control over who can create records. You can choose to allow emails from your entire company domain or restrict access to specific trusted email addresses. * **Smart Data Mapping**: Choose how your email content becomes a record. You can map the email subject and body to specific fields, or even include specific field values directly within the text of your email. * **Instant Failure Alerts**: Stay informed if something goes wrong. You can set up error notification emails so your team is alerted immediately if an incoming email fails to create a record. * **Streamlined Workflows**: Perfect for capturing maintenance requests, field reports, or new asset entries without ever having to log into the web or mobile app. * **Easy Management**: Administrators can enable and configure these settings directly from the **Collections** menu in Account Management. ### Advanced Multi-Value Filtering We’ve introduced a more powerful way to search your data. You can now filter by multiple values at once, making it easier to find exactly what you need without building dozens of individual filter conditions. * **Bulk Search with "Is Any Of"**: Need to find 50 specific assets? Just copy a list of IDs from your spreadsheet and paste them directly into the filter. The system will instantly create individual tags for each value. * **Exclude Multiple Values**: Use the "Is None Of" operator to quickly hide groups of records from your view or reports. * **Smart Paste Recognition**: Our filters now recognize data copied from spreadsheets, emails, or text editors, automatically splitting them into clean, manageable chips. * **Broad Field Support**: These new operators are available for almost every field type, including Text, Barcode, Currency, and Dropdown lists. * **Available Everywhere**: Use these new operators in your Saved Views, Reports, and Automations to build more sophisticated workflows. ### Improved Currency and Numeric Imports We’ve made it easier to bring your financial data into Asset Panda Pro by adding support for comma-formatted numbers during the import process. * **Import Exactly What You See**: You no longer need to strip commas from your spreadsheets before importing. Our engine now natively recognizes and processes values like "$1,000.00" or "5,000". * **Faster Data Migration**: Save time during your initial setup or bulk updates by importing your data in its original format. * **Consistent Formatting**: Once imported, your data will automatically follow your organization’s preferred currency and number display settings. ### Column Customization for Reservations List View We’ve empowered administrators to better organize how reservation data is viewed across their entire organization. You can now customize the Reservations list view to ensure your team always sees the most important information first. * **Standardized Team Views**: Administrators can now select exactly which columns to show or hide in the Reservations list, creating a consistent and focused experience for every user in the account. * **Optimized Data Reordering**: Put your most critical data—like Reservation IDs, Statuses, or specific project dates—front and center by simply dragging and dropping columns into your preferred order. * **Secure Layout Management**: A new "Save Layout" workflow ensures that your column preferences are securely applied and saved across the platform, so your team’s view remains consistent every time they log in. * **Cleaner Interface**: By hiding unnecessary fields, you can reduce clutter and help your team process reservations more efficiently. * **Admin-Controlled Settings**: These customization tools are available exclusively to administrators, ensuring that your organization's data standards are maintained globally. ### Enhanced Collection Settings We’ve added new administrative controls to help you better manage record deletions and customize how record relationships are displayed. * **Mandatory Deletion Reasons**: You can now require users to provide a reason whenever they delete a record. This ensures every deletion is intentional and properly documented for your audit history. * **Customizable Relationship Visibility**: Take control of your data display by choosing whether to show or hide linked record information. You can now toggle the visibility of incoming and outgoing links on a per-collection basis. * **Improved Audit Logs**: Any reason provided during a record deletion is instantly saved to your activity logs, making it easy to track the "why" behind data changes during your next audit. * **Clean Record Views**: If a collection doesn't need to show relationship data, you can hide the Relationships tab entirely to keep your record details page focused and clutter-free. * **Available Everywhere**: These new settings are available in the **Edit Collection** menu and apply across the Web and Mobile apps. ### Organization Default Time Zone We’ve introduced a new **Organization Time Zone** setting to help keep your entire team aligned, regardless of where they are working. * **Unified Time Tracking**: Administrators can now set a default time zone for the entire organization. This ensures that everyone sees dates and times consistently across the platform. * **Smart Defaults**: Any user who hasn't set a personal time zone will automatically see all data—including records, reports, and activity logs—in the organization's default time zone. * **Personal Overrides**: Individual users can still set their own time zone in their User Profile if they need to see data in their local time. Personal settings will always take priority over the organization default. * **Accurate Reporting**: Your exports and reports will now follow your organization’s default time zone, making it easier to reconcile data across different regions. * **Easy Configuration**: Admins can find this new setting under **Organization Preferences**. Simply search and select your preferred time zone to update your entire account instantly. ### Global and Field-Level Time Formats We’ve introduced new settings that give you full control over how time is displayed across your Asset Panda account. Whether you prefer a standard 12-hour clock or a 24-hour military format, you can now standardize your views with ease. * **Account-Wide Time Standards**: Administrators can now set a default time format for the entire organization. Choose between 12-hour or 24-hour clocks, and decide whether you want to display seconds. * **Custom Field Formatting**: Need a specific field to show time differently? You can now override the organization default for individual **Date & Time** or **Time Only** fields, giving you the flexibility to meet unique reporting requirements. * **Consistent Experience**: Your chosen time format will be reflected everywhere you work—from your asset grids and mobile app to your automated notifications and PDF reports. * **Smart Time Pickers**: Our time selection tools now automatically update to match your settings. If you choose a 24-hour format, your time picker will switch to a 24-hour clock; if you hide seconds, the seconds column will disappear. * **Seamless Data Handling**: These display changes also apply to your imports and exports, ensuring that your data looks exactly the same in your spreadsheets as it does in Asset Panda. ### Multi-Select Pull From Fields We’ve upgraded our relational fields to give you more power and flexibility. You can now link multiple records to a single field, making it easier to manage complex relationships between your data. * **Link Multiple Records**: Need to associate three different vendors with one asset, or assign multiple pieces of equipment to a single person? You can now select as many records as you need in a single "Pull From" field. * **Interactive Chips**: Your selections are displayed as clean, easy-to-read chips. Simply click a chip to jump directly to that record’s full details in a new tab. * **Powerful New Filters**: We’ve added "Is Any Of" and "Is None Of" operators to our filters, allowing you to quickly find records that match (or exclude) multiple related items at once. * **Streamlined Data Entry**: Our new multi-select dropdown includes checkboxes and a "Select All" option, making it faster than ever to manage large groups of related records. * **Consistent Experience**: Whether you are on the web or using our mobile app, your multi-select fields will look and act exactly the same, keeping your team aligned on the go. * **Easy Setup**: Administrators can enable this new behavior by toggling "Allow multiple selection" in the field settings for any Pull From collection. ### Automatic GPS Capture from Mobile We’ve enhanced our **GPS Coordinate** fields with a new setting that ensures your location data is accurate, verifiable, and captured without any manual effort. * **Hands-Free Location Tracking**: You can now set GPS fields to automatically record a device's location the moment a record is saved on the mobile app. This eliminates the need for users to manually drop pins or enter coordinates. * **Tamper-Proof Data**: Once this setting is enabled, the field becomes read-only. This prevents users from manually changing their location, providing you with a high-integrity audit trail of where field work actually occurred. * **Mobile-Verified Coordinates**: To ensure data accuracy, the system only captures coordinates from mobile devices. Updates made from the web will not overwrite the location captured in the field. * **Guaranteed Compliance**: If a user’s location cannot be determined (or if location permissions are turned off), the app will prevent the record from being saved if set required, ensuring that no "unlocated" data enters your system. * **Simple Activation**: Administrators can enable this for any GPS Coordinate field by toggling **"Capture GPS coordinates when saved from mobile"** in the field settings. ### Filtered Dropdown Options in Forms We’ve added a powerful new way to simplify your data entry workflows. Administrators can now filter the options available in dropdown menus for specific forms, ensuring your team only sees the choices that matter for the task at hand. * **Focused Data Entry**: Tired of scrolling through hundreds of locations or employees? Admins can now set filters so that a form only shows "Available" assets or "Active" staff members, reducing errors and saving time. * **Form-Specific Customization**: You can now use the same field across different forms but show different options in each. For example, a "Maintenance" form can show one set of vendors, while a "Purchasing" form shows another. * **Smarter Pull From Fields**: When linking records, your dropdowns will now respect the specific filters you’ve set in the Form Builder, making it easier to find the right record in seconds. * **Seamless Mobile Experience**: These filters work perfectly on both the iOS and Android apps, so your field teams always have the most relevant information at their fingertips. * **Easy Setup**: Simply open the Form Builder, select your dropdown field, and use our intuitive filter tool to define exactly which options should be visible. ### Limit Field Permission We've enhanced field-level access control for Custom Roles. Admins can now choose between two ways to restrict fields, giving more flexibility based on how the collection is used. * **Two Configuration Options** * When setting up Limit Field Permission for a Custom Role, admins can choose: * **Option 1 — Locked Saved View based (existing)**\ Field restrictions work through a locked saved view shared with the role. Users assigned to the role can only access the shared locked saved view, and hidden fields are enforced within that view. * **Option 2 — Direct Field-Level Permission (new)**\ Field restrictions are set directly at the collection level, without needing a locked saved view. This works independently across records, forms, reports, and other areas tied to the collection. * **What's New in Option 2** * Admins can set **View + Edit**, **View Only**, or **Hidden** access for individual fields, per Custom Role. * **View + Edit** — user can see the field and change its value. * **View Only** — user can see the field but cannot edit it. * **Hidden** — user cannot see the field at all. Edit is automatically turned off when a field is hidden. * **Pull From Collection fields** — if the Primary field is hidden, all its child fields are hidden too. If the Primary field is visible, each child field can be set independently. * **Required fields** cannot be set to Hidden or View Only, so users can always complete mandatory data entry. * **System-created fields** stay read-only for all Custom Roles and cannot be changed. * **Forms** are an exception to this feature — existing form behavior is unchanged. Fields on a shared form will continue to show and work as before, even if the same field is restricted elsewhere. * **Mobile** * Field-level permissions (Option 2) are now supported for Custom Role users on both **Android** and **iOS**. * View/Edit restrictions configured on Web are reflected the same way in the mobile app. * **Why this matters** * Admins can pick the approach that fits their workflow — a fixed, locked-down view for tighter control (Option 1), or flexible, direct field-level control without needing a saved view (Option 2). Either way, Custom Roles can now share the same collection while keeping sensitive fields restricted only for the roles that shouldn't see or edit them. ### External Hardware Scanner Support for Web We have introduced comprehensive support for professional-grade external hardware scanners within the Asset Panda web application. This enhancement allows for high-velocity data entry and asset identification directly from your desktop environment. * **Hardware Compatibility**: The platform now supports a wide range of Bluetooth and USB-connected hardware scanners. This enables users to perform inventory reconciliations, audits, and data entry tasks with significantly increased speed and accuracy compared to manual input. * **Organization-Level Configuration**: Administrators can manage the availability of this feature through a new configuration toggle located within **Organization Preferences**. This ensures that the use of third-party scanning peripherals can be standardized across the entire organization. * **Universal Input Integration**: Once enabled, external scanners can be utilized across all standard input fields within the user interface. This includes record creation and editing workflows, form submissions, bulk update operations, and global search or filter inputs. * **Intelligent Input Processing**: To ensure data integrity, the application features advanced input burst recognition. The system automatically intercepts the terminating "Enter" command typically sent by hardware scanners, preventing premature form submission and ensuring the scanned value is correctly committed to the active field. * **Administrative Safeguards**: For security and configuration stability, external scanner support is intentionally restricted on administrative screens, including Field Configuration and Automation settings, to prevent accidental modifications to the platform's underlying structure. * **Operational Efficiency**: By replacing manual alphanumeric entry with instantaneous hardware scanning, organizations can achieve significant gains in operational throughput, particularly during high-volume asset management cycles. ### Support Past Reservation Dates We have introduced a new configuration that allows administrators to permit the creation of reservations with historical dates. This feature is particularly critical for organizations that need to document asset usage after the fact to maintain a complete and accurate audit trail. * **Collection-Level Configuration**: Administrators can now enable or disable past date support on a per-collection basis. This new toggle, **"Past reservations,"** is located under **Account Management → Collection Listing → Reservation Settings**. * **Historical Data Entry**: When enabled, users can create reservations where both the **Start Date** and **End Date** are in the past. This allows for the logging of historical asset usage that may have occurred before it was recorded in the system. * **Flexible Scheduling**: The system now supports reservations that span from a past Start Date to a current or future End Date, providing full flexibility for ongoing asset assignments. * **Maintained Validations**: While the restriction on past dates is removed, all other core reservation logic remains strictly enforced. The **End Date** must always be later than the **Start Date**, and the system continues to validate for asset availability, scheduling conflicts, and record eligibility. * **Audit Integrity**: By allowing the documentation of past events, organizations can ensure their scheduling history is comprehensive, which is vital for accurate reporting and compliance audits. * **Backward Compatibility**: By default, this setting is turned **Off** for all existing collections to preserve current reservation behaviors. Enabling the setting does not modify or invalidate any existing reservation data. ### Duplicate Custom Roles Managing complex permissions just got easier. You can now clone your existing custom roles with a single click, saving you time when setting up new teams or user groups. * **Instant Role Creation**: Instead of building a new role from scratch, you can now duplicate an existing one and simply give it a new name. * **Exact Copies**: The duplication tool copies every single permission—including collection access and field-level security—so you can be sure your new role is configured exactly like the original. * **Perfect for Scaling**: Easily create variations of roles for different departments (e.g., "Marketing - View Only" vs. "Sales - View Only") by duplicating a base role and making minor adjustments. * **Secure Management**: While you can clone any of your custom roles, core system roles remain protected to ensure your account's primary security settings stay intact. * **Streamlined Admin Experience**: Find the new **Duplicate** option in your Roles & Permissions settings menu to start streamlining your user management today. ### Organization-Level Default Currency and Formatting We are introducing a comprehensive global setting to standardize financial data entry and reporting across your entire organization, while maintaining the flexibility to override these settings for specific business requirements. * **Global Default Configuration**: A new **Currency** section has been added under **Organization Preferences**. Administrators can now define a primary currency symbol and formatting standard for the entire account, ensuring consistency across all financial data. * **Granular Formatting Controls**: The platform now supports detailed configuration of currency presentation, including: * **Symbol Selection**: Choose the default currency symbol (e.g., $, €, £). * **Symbol Position**: Configure the symbol to appear as a **Prefix** or **Suffix**. * **Decimal Separator**: Select between a **Point (.)** or **Comma (,)**. * **Thousands Separator**: Choose from **Point (.)**, **Comma (,)**, **Space**, or **None**. * **Precision Control**: Set the default number of decimal places from **0 to 3**. * **Live Format Preview**: A dynamic "Format Preview" block in the settings UI provides immediate visual feedback as administrators adjust formatting options, ensuring the setup meets organizational standards before saving. * **Automated Inheritance**: To streamline setup, all newly created **Currency** fields and user profiles will automatically inherit these organization-level defaults. * **Field-Level Overrides**: For organizations operating across multiple regions or currencies, administrators can override any inherited setting for individual Currency fields. These field-level configurations take precedence over organization defaults. * **Platform-Wide Consistency**: The effective currency format is reflected consistently across all platform features, including Record Details, Listings, Forms, Saved Views, Dashboards, Reports, Activity Streams, Search Results, APIs, and both Imports and Exports. * **Data Integrity & Validation**: The system includes built-in validation to prevent configuration errors, such as ensuring the decimal and thousands separators are not set to the same character. * **Backward Compatibility**: Existing Currency fields will retain their current configuration until explicitly updated by an administrator, ensuring no disruption to current workflows or historical data. *** ## Integrations ### **Entra ID Role Sync for Asset Panda Pro** Asset Panda Pro now keeps existing users' roles in sync with Entra ID, automatically updating a user's role whenever their Entra User Group changes. * **Automatic Role Updates:** If a user's Entra User Group changes: a promotion, department transfer, or location change, and that group maps to a different User Role, Asset Panda Pro updates the user's role on the next sync. * **Accurate Permissions:** Roles and permissions stay current as users move across teams, without manual intervention. * **No New Setup Required:** Works with your existing Group → Role mappings, so there's nothing new to configure if you've already set those up. ### FedEx Integration for Asset Panda Pro We've introduced the FedEx integration for Asset Panda Pro, syncing shipment status onto your asset records. * Two-Way Mapping: Send Tracking ID to FedEx. Map Shipment Status, and other fields back to your assets. * Required Fields: Tracking ID and Shipment Status must be mapped before saving. * Error Handling: Invalid tracking numbers and FedEx outages are handled gracefully, with retries and logged failures. ### Asset Panda In-App Console Filtering enhancement for Jira We've enhanced the Asset Panda in-app console for Jira, making it easier to find and link Asset Panda records directly to Jira tickets. * **Filter by All Fields:** Users can now filter records using any field available within a collection. * **Easier Record Selection:** Quickly find the relevant record without manually searching through the collection. * **Improved Jira Workflow:** Easily select and link the right Asset Panda record to your Jira ticket. ### Integration Mapping: Manage Syncs Without Leaving the Page You no longer need to jump to the Automation page to run your syncs. You can now manage them directly from the integration mapping screen. * Run Syncs On Demand: Trigger any integration sync manually with a single click, right from the mapping page. * Enable or Disable Scheduled Syncs: Turn scheduled syncs on or off per mapping, without leaving the page. * Live Status Updates: See real time status as a sync runs, including Running/Succeeded * Sync Logs: Access logs for each sync directly from the mapping list. * Multiple Mappings, One View: Manage syncs across all your mappings for an integration from a single page.