> 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/may-2026-release-note.md). # May 2026 Release Note ### Asset Panda Pro Web #### Linked Collection Fields in Email **Linked Collection Fields in Automation Emails** — Users can now include fields from linked collections when composing emails via the "Send Email" action in automations. Linked collection fields are displayed as a structured table within the email body, clearly separated from the parent collection fields. When multiple linked collections exist, each is shown as its own distinct table, making it easy to view related data at a glance. #### Linked Collection View Record **View Linked Record Details Directly from Forms** — When working with forms that include a linked collection, users can now **preview full record details** without leaving the form. Tapping anywhere on a linked record row (outside the selection checkbox) opens a **read-only modal popup** displaying the complete record details. Closing the modal returns the user to the form's record selection view. Selecting the checkbox continues to work as before — marking the record for inclusion in the form submission. This preview is available on any form where the linked collection toggle is enabled, giving users quick access to record context right where they need it. #### Expanded Calendar Management & Role Permissions This update introduces comprehensive management options to edit and delete existing calendars, backed by role-based access control and full activity logging across both web and mobile platforms. **Calendar Management (Edit & Delete)** * **Prefilled Editing Mode:** Users can now open any existing calendar configuration in edit mode. All previously saved parameters—such as data sources, fields, and layouts—will prefill automatically, allowing for seamless updates. * **Destructive Actions Safeguard:** Calendars can now be permanently deleted. To prevent accidental data loss, the system requires a manual confirmation prompt before removal. **Role-Based Access Control (CRUD Permissions)** * **Administrative Override:** System administrators retain global management capabilities and can edit, rename, or delete any calendar across the workspace. * **Creator-Owned Permissions (Non-Admins):** Non-admin users are restricted to managing only the calendars they personally created. They cannot modify or delete calendars created by other users unless explicitly authorized. * **Granular Custom Roles:** Custom role settings have been updated to support precise **CRUD (View, Create, Edit, Delete)** configurations, allowing teams to restrict calendar management to specific roles or seniority levels. **System-Wide Audit Trails** * **Omnichannel Activity Logs:** To maintain compliance and security, all calendar configuration actions—including **Create, Update, Rename, and Delete**—are tracked in real-time. * **Cross-Platform Sync:** These audit logs capture operations executed from both the **Web Application** and the **Mobile App**, feeding them directly into the central Activity Stream. #### Depreciation Mid-Cycle Adjustment **Mid-Cycle Adjustment** — Users can now modify asset cost, salvage value, or useful life midway through a depreciation cycle for records using straight-line depreciation. Adjustments can be made from the side panel, full details page, or the depreciation tab. **Stop Depreciation** — Depreciation can now be stopped on any record at a chosen date. Once stopped, book value, accumulated depreciation, and depreciation expense are frozen with no further monthly changes. **Activity Logging** — Every mid-cycle adjustment and stop-depreciation action is automatically logged in the record's activity stream, capturing who made the change, when, and from which platform. **Field Locking & Validation** — Once a mid-cycle adjustment exists, asset cost, salvage value, and useful life become read-only across all channels including UI, imports, automations, and APIs. Only the latest adjustment can be edited or cancelled, and adjustments cannot be set on or before the placed-in-service date. **Cancel & Recalculate** — Future-dated adjustments can be cancelled, restoring the original depreciation schedule. Users can also recalculate depreciation from scratch by editing core fields, which removes all existing adjustments after confirmation. **Known Issues & Limitations** * **Unit of Production (UoP):** Mid-cycle adjustments are not supported for UoP. Switching to/from UoP requires a full schedule reset; "Forward" mode is blocked. * **Validation:** You may see inconsistent messages if a Stop Date is set before a Mid-Cycle date. * **Field Locking:** Locking logic for Automations and APIs is currently undergoing final validation. * **Reporting:** Depreciation reports are being updated to fully reflect these new recalculation types. #### Additional Fixes & Improvements *Beyond the core feature releases (Linked Collection Fields in Email, Linked Collection View Record, Calendar Management & Role Permissions, and Depreciation Mid-Cycle Adjustment), the following improvements and fixes were also shipped this month:* **Performance Improvements** * **Faster Kit Operations** — Creating or updating kits with a large number of records (35+) is now significantly faster, resolving previous timeout errors. * **Collections & Saved Views Load Faster** — Unnecessary API calls have been reduced, improving page load times when accessing collections and saved views. * **Smoother Form Interactions** — Forms with large record sets now use virtualized rendering for faster checkbox selection and scrolling. **Attachments** * **Multi-Field Attachment Tags** — Attachment fields now display tags across two lines with a "+X more" indicator for better readability when files are attached to multiple fields. * **Attachment API** — A new public API endpoint is now available for downloading attachments programmatically. **Collections & Records** * **Filter Persistence** — Applied collection filters no longer disappear when navigating between collections. * **Scroll Position Retained** — The collection page no longer jumps back to the top after saving record changes. Scroll position is preserved. * **Header Bar Stability** — Fixed an issue where the collection header bar sometimes failed to load when switching between modules. * **Category Data Refresh** — Record data now correctly populates after closing the Add Record side panel in categories. * **Record Display Accuracy** — Field values on the record listing page now consistently match the record details page. * **Linked Record Count** — People Collection now correctly displays linked record counts. * **Global Search** — Fixed an error that prevented viewing record details from global search results. * **Row Highlighting** — Clicking a row now properly highlights it when the side panel opens. * **Deleted Collection Cleanup** — Deleted collections no longer appear in dropdown menus. **Forms** * **Calculation Accuracy** — Resolved incorrect calculations when using Pull-from fields with form prompts. * **Form Filter Fix** — Fixed an error when applying a filter under record selection in form configuration. * **Accurate Updates** — Forms now correctly update only the selected assets, not all records in the collection. * **"Select All" with Filters** — The "Select All" checkbox now works correctly when a filter is applied in forms. * **Form Logs** — Form logs now correctly display updated record details. **Custom Roles & Permissions** * **Field-Level Permissions** — Backend support for field-level permissions in custom roles is now live. * **Graceful Access Errors** — Users with limited field permissions now see a proper access error instead of an infinite loading state when accessing unshared forms. * **Saved View Visibility** — Saved views shared with a custom role are now correctly visible to users with that role. **Automations** * **Microsoft Teams Notifications** — Dynamic field values now correctly populate in Microsoft Teams automation notification messages. * **Duplicate Email Fix** — Resolved an issue where automations sent multiple notification emails for a single trigger. * **Condition Accuracy** — Automations no longer trigger when configured conditions are not met. * **Record Updates** — Fixed cases where automations executed successfully but failed to update records or generate logs. * **Date Fields in Emails** — Date field values in automation emails are now formatted correctly. * **Category Updates** — Automations now correctly update category fields based on configured conditions. * **Quantity Fields** — The "Actual Quantity on Hand" value no longer clears after automation execution. **Integrations** * **Entra ID Sync** — Fixed an issue where Entra ID integration automation was incorrectly changing employee records during sync. * **Google Workspace Sync** — Google Workspace automations now correctly sync people records. **Authentication & Login** * **SSO Stability** — Resolved cases where Entra SSO users were incorrectly redirected back to the login page. * **Account Status** — Fixed issues where active users were shown "user has been deactivated" or "Subscription Ended" errors upon login. * **OTP Validation** — OTP codes received via email are now validated correctly during login. * **User Status Sync** — User reactivation and deactivation actions now correctly update the user's status. **Imports & Exports** * **Import Reliability** — Fixed import processes getting stuck in "In Progress" state and resolved cases of incorrect record counts during import. * **Import Logs** — Import failures now generate proper logs and history visibility. * **Export Audit Reports** — Export audit report download links now generate correctly. * **Single Select Import** — Fixed import errors for single select fields when valid values were provided. **Reservations & Calendar** * **Calendar Visibility** — Reservations now correctly appear on the calendar UI across all configured calendars. * **Reservation Forms** — Resolved an issue preventing users from deleting reservation forms. * **Check-in/Check-out** — Fixed errors during check-in/check-out operations, including a "duplicate value" error and an error when replacing assets. * **Form Trigger Accuracy** — Non-reservation forms no longer trigger incorrectly during reservations. **Depreciation & Reports** * **Report Accuracy** — Depreciation reports now show the correct filtered records and accurate expense values. **Search & Scanning** * **Barcode Scan** — Barcode scanning now correctly returns results on the web. * **QR Audit Scan** — Fixed an issue where scanning QR codes during audits displayed multiple records instead of the correct one. * **Exact Value Filter** — Exact value filters now return the correct results. **Other** * **Pull From Fields** — Fixed redirect opening incorrect people record, and resolved errors when adding pull-in additional fields. * **Invite Emails** — Invitation emails for account access are now delivered reliably. * **Date Formula Display** — Date formula fields now display the correct date format. *** ### Asset Panda Pro Mobile #### Calendar & Reservations (iOS & Android) * **Calendar Permissions** — Calendar access now respects collection-level permissions. View, create, edit, and delete actions are governed by your assigned role, giving admins full control over who can manage calendars. * **Edit & Delete Calendars** — You can now edit or delete calendars you've created. Admins can manage any calendar; other users can manage their own. * **Reservation Permissions** — Reservation actions (reserve, check out, check in, edit, cancel) are now strictly tied to your role and permissions, ensuring users only perform actions they're authorized for. * **Reservation Search & Filter** — Search and filter reservation events by reservation ID, status, dates, reserved by, and all additional form fields directly within the calendar. * **Reserve, Check Out & Check In from Forms** — You can now initiate reservations, check-outs, and check-ins directly from the module forms list on Android. * **Calendar "Current User" Filter Fix** — Reservation calendars now correctly show only the logged-in user's reservations when configured for "Current User." #### Offline Mode (iOS) * **Faster Offline Sync** — Offline data sync is now significantly faster for large collections (50,000+ records) thanks to optimized data fetching and reduced memory usage. * **Search in Large Collections** — Offline search on collections with up to 300K records now completes properly instead of showing an indefinite loader. * **Accurate Record Count** — Refreshing a collection in offline mode now shows the correct count immediately rather than incrementing from zero. * **Custom Role Download Fix** — Downloading collections for custom role users with limited permissions no longer gets stuck at 999 records. #### Bug Fixes — iOS * Attachment previews now work correctly in Audit flows. * Video file types are preserved correctly when uploading to single video fields. * Multiple audit UI improvements — better icon alignment, spacing, and a fully tappable barcode scan button. * Negative values during consumable transfers are now handled correctly. * Multi-page consumable forms no longer loop back to the "Add New" page on submission. * Image previews on attachments in multi-page forms now open properly. * Adding additional kits to Kit Content no longer causes errors. * Category field values from Pull From Collection now populate correctly. * Template Kit form submissions now work as expected. * Filtering MSL fields with fractional values or special characters no longer triggers errors. * Record Detail page header now displays "Record Detail" correctly. * Collections are now properly visible to custom role users on iOS. * Updating category fields via Pull From on iOS no longer shows attachment errors. * Changing a child "Pull From" field value in forms no longer incorrectly alters the parent field value. #### Bug Fixes — Android * Newly created records now appear immediately in the collection without requiring a refresh. * Calendar events are now consistent with iOS and display correctly for selected dates. * Row summary no longer causes the first record to disappear. * Attachment info icon no longer crashes the app. * The "+" button in Calendar is now correctly hidden when Create permission is disabled for reservations. * Collection dropdown for reservation calendars now only shows collections with reservations enabled. * Copy image functionality now works correctly. * Replaced assets in reserved events now retain their correct position. * Languages display in the correct native format after selection. * "Cancel" button text is no longer cropped on the Audit Add Notes screen. * "Show More" no longer appears for empty Long Text fields. * Search bar now appears correctly after capturing a photo, video, or audio. * Download All Attachments now works properly from the Global Attachment screen. * "Transfer To" field in consumable forms now populates the selected value. * "Saved View" and "Clear Filter" buttons no longer appear when no filter is applied. * Dialog and filter issues on the collection listing screen are resolved. * Audit filter fields now display correctly. * Header and record alignment after enabling row summary is fixed. * HelpDesk collection is now properly hidden from the collection listing. * Kit uploaded images now display correctly in the Update Kit form. #### Backend & Platform Fixes (impacts iOS, Android & Web) * **Barcode Scanning** — Barcode scans in form fields now correctly return results on Android and Web. * **Form Filters** — Forms with record selection filters no longer error on initialization. * **Reservation Forms Cleanup** — Reservation forms can now be properly deleted after disabling reservations. * **Calendar Reservations** — Reservations are now accurately displayed on the Calendar UI. * **QR Scanning in Audits** — Scanning a QR code during an audit now opens the single correct matching record. * **Record Listing Accuracy** — Field values on the record listing page now match the record details page. * **Category Field Labels** — System-generated field names correctly display as "Added By" in Category Collections. * **Automation Reliability** — Fixed multiple issues where automations executed but failed to update records, send notifications, or generate logs. * **Automation Notifications** — Microsoft Teams automation notifications now correctly display dynamic field values. Duplicate email notifications from automation sync summaries are resolved. * **Import Stability** — Import processes no longer get stuck in "In Progress" state. Incorrect record count display during imports is fixed. Single select field value matching errors during import are resolved. * **SSO Login** — Fixed issues where specific users were redirected to the login page during Entra SSO authentication. * **Performance** — Improved collection and saved view loading speed for large accounts. * **Audit Reports** — Export download links for closed audit reports now generate correctly. * **User Management** — User activation/deactivation status now updates correctly. Invite emails are delivered reliably. * **Date Fields** — Dynamic date field "Today" now auto-populates correctly on mobile devices in forms. Date format in formula fields now matches account preferences. Date field details in automation emails are now accurate. * **Form Submissions** — "Select All" in forms now selects all filtered records beyond the first 100. Forms no longer incorrectly update unselected records. * **Field Configuration** — Pull From field configuration updates, Pull in additional fields, and record category updates all work without errors. * **Integration Sync** — Entra ID, Intune, Google Workspace, and ConnectWise sync automations now update records correctly. * **Saved Views** — Users can now see saved views shared with their role. * **Collection Page Navigation** — The page no longer jumps to the top after saving record changes. * **Linked Records** — People Collection now correctly shows linked record count. * **Depreciation Reports** — Reports now display correct depreciation expense values for filtered date ranges. *** ### Asset Panda Pro Integrations #### **Attachment Download API** We've introduced new APIs to make attachment access and retrieval easier across the platform. **Highlights** * **Search & Filter:** Query attachments across accounts, modules, and collections using flexible filter criteria. * **Record-Scoped Retrieval:** Fetch all attachments linked to a specific record in a single API call. * **Secure Download Links:** Generate time-limited, signed URLs for individual file downloads. * **Bulk ZIP Download:** Package all matching attachments into a single ZIP archive for exports or batch workflows. * **Permission-Aware Results:** Results are automatically scoped to the caller's organization and respect user-level permissions. #### **Jamf Pro - Serial Number as Unique Identifier** Serial number is now available as a selectable unique identifier across all applicable external entities in the Jamf Pro integration, giving teams more flexibility in how device records are matched and synced with Asset Panda. #### **ArcGIS Integration** We've introduced a new ArcGIS integration for Asset Panda, enabling bi-directional sync between both platforms to keep operational and field asset records aligned. **Highlights** * **Two-Way Sync:** Push asset data from Asset Panda to ArcGIS and retrieve updates back automatically. * **GIS & Location Mapping:** Map location-based asset information seamlessly across both systems. * **Secure Authentication:** Connects via OAuth using your ArcGIS Client ID and Client Secret, configured directly within Asset Panda. * **Available Now:** Find it in the Asset Panda Integrations Store. #### **ConnectWise Integration Enhancement** The ConnectWise integration now supports custom fields and field types across key external entities, enabling richer and more accurate data mapping between ConnectWise and Asset Panda. **Highlights** * **Expanded Entity Support:** Custom fields are now available across Agreement, Company, Configuration, Contact, and Site entities. * **Full Field Type Coverage:** Includes support for text, numeric, percent, date, URL, checkbox, SSL, and related field variations. * **Improved Data Mapping:** Greater flexibility to reflect your ConnectWise data structure accurately within Asset Panda. --- # Agent Instructions This documentation is published with GitBook. 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