The first production release of Xtend One, built over 12 months from January 2025 through February 2026.
v1.0.0 — February 2026
May 2026
New Features
Record Locking — Prevent conflicting edits by locking records while they're being worked on. Define locking rules based on field conditions (e.g., lock deals in "Negotiation" stage), set automatic expiration times, and track who locked what and when. Locks can be released manually or expire automatically. Integrates with the audit trail for compliance visibility.
Card View — A visual, card-based layout option for viewing records in any module. See your data as cards instead of rows — useful for pipeline views, kanban-style workflows, or any scenario where a visual overview is more intuitive than a table.
Dropdown Color Coding — Every dropdown and multi-select option now displays with a color. Colors are auto-assigned from a curated pastel palette that maximizes visual distinction between adjacent options. Administrators can override any color to match your brand or workflow conventions. Colors appear everywhere — list views, detail pages, forms, reports, dashboards, and the record timeline — so status fields, categories, and tags are instantly recognizable at a glance.
Form Rule Background Colors — Highlight fields dynamically based on conditions. A new "Set Background Color" action in form rules lets you apply a background color to any field when rule conditions are met. Choose from 8 curated pastel colors (light red, orange, yellow, green, blue, purple, grey, teal) to draw attention to urgent fields, indicate status, or guide users through complex forms. Colors update in real time as users fill out forms.
April 2026
New Features
Time-Based Report Filters — Filter report data by date ranges — this week, last month, custom periods — directly within the report configuration.
Record Timeline — A chronological feed on every record showing who created it, what changed, which workflow or button triggered the update, and what the old and new values were. Every entry attributes the actor and the source (e.g., "By Sri via Action Flow 'Auto Assign'").
Notifications — Configurable notification rules per module: choose which events trigger alerts, who receives them (by role, specific user, or record owner), and how they're delivered (in-app, email, or real-time push). Users control their own channel preferences.
Comments — Threaded comments on records, reports, dashboards, and configuration screens. @mention teammates, react with emoji, resolve threads when discussions are done. Comments inherit the access control of whatever they're attached to — no separate sharing needed. Filter records by comment status in views and reports.
Breaking Changes
Notification rules replace automatic owner alerts — The previous behavior where record owners were always notified has been replaced by configurable notification rules. Create rules for the events and recipients you need.
Bug Fixes
Lookup field deletion and cleanup fixes
Notification email channel restriction fix
March 2026
New Features
Form Rules — Build conditional form logic without code. Show or hide fields, mark them required or read-only, pre-fill values, and display warnings or validation errors — all based on field conditions you define. Rules evaluate in real time as users fill out forms and again on the server when they submit. Supports related record field dependencies through lookup traversal.
Advanced Filters — A shared filtering engine across views, reports, workflows, and form rules. Nest AND/OR condition groups, traverse lookup relationships, and build compound criteria once — use them everywhere.
Record Sharing & Peer Visibility — Share individual records or bulk-share hundreds to specific users or roles with read, edit, or delete permissions. Enable peer visibility so teammates in the same role see each other's records. Shares propagate upward through the role hierarchy automatically. Includes expiration dates and a built-in "Shared With Me" view.
Unique Fields — Mark fields like Email, Phone, or Product Code as unique. The platform prevents duplicates on every create and edit — across manual entry, bulk operations, and workflow automation. Case-insensitive for text fields, normalized for phone numbers. Subform fields can be unique within their parent record.
Improvements
Performance Optimization — Module list views went from 16–17 seconds down to under 2 seconds. Response compression cuts payload sizes by 50–70%. Field metadata caching and batched lookups eliminate redundant database queries.
Smarter Report Engine — Reports now share the same query engine as views and filters. Cleaner separation between report configuration and report results.
Breaking Changes
Report filter format updated — Reports now use the same filter structure as views and workflows. Existing reports continue to work; new integrations should use the unified format.
Bug Fixes
Formula and rollup calculation fixes for date fields and edge cases
Item table permission and rollup fixes
Role cache invalidation fix
System default permissions restoration
Dashboard report access control fixes
User field resolution in criteria builder and reports
Workflow execution and API fixes
Decimal precision handling fix
Image upload fix
Extension table query fix
February 2026
New Features
Record Types & Form Layouts — Classify records within the same module into distinct types — each with its own form layout, field arrangement, and required/optional settings. A "Contacts" module can now have separate "Individual" and "Organization" forms without duplicating the module. Includes quick-create field configuration and card view field selection per record type.
Shared Dashboards & Views — Share dashboards and saved views with specific teammates or entire roles. Control who can view or edit, so everyone works from the same numbers.
Role-Based Feature Access — Control which features each role in your organization can use. Tenant-wide feature toggles let you turn capabilities on or off for your entire workspace, while role-level permissions fine-tune access within that. New features are available to all tenants automatically — no manual activation needed.
Audit Trail — A searchable, exportable log of every significant action: record changes, schema edits, login events, workflow runs, email sends, and permission updates. Filter by user, date, action type, or entity. Exportable to CSV for compliance archival.
Breaking Changes
Field properties moved to form layout — Labels, required/read-only flags, and field ordering are now per-record-type instead of global. The API maintains backward compatibility, but direct database queries against the old columns will need updating.
Bug Fixes
Sections migration and single-API consolidation fixes
File and image upload handling fixes
Date field default value fix
January 2026
New Features
Field-Level Security — Control read and write access to individual fields per role. A "Junior Agent" role can be blocked from seeing the Revenue field while "Sales Manager" has full access — on the same module, same records.
File & Image Storage — Upload files and images to records or specific fields. Stored on AWS S3 with CloudFront delivery. Supports thumbnails, MIME type detection, checksum verification, and soft delete.
December 2025
New Features
Field Types: Computed, Subform & Multi-Value — Formula, Rollup, Item Table (Subform), Percentage, Multi-Select Dropdown, and File.
Formula Fields — Computed fields that evaluate expressions referencing other fields on the same record — arithmetic, conditionals, date math, and cross-module references through lookups. Configurable return types, decimal precision, error handling, and blank-as-zero behavior.
Rollup Fields — Aggregate data from child subform records into the parent — SUM, AVG, COUNT, MIN, MAX. Values recalculate automatically when child records change.
Item Tables (Subforms) — Embed child record tables within a parent record — line items on an invoice, courses in a student enrollment, rooms in a property listing. Configurable min/max rows.
Reports & Dashboards — Reports on any module with filters, grouping, metrics, and row aggregations. Dashboards compose multiple reports with layout positioning. Both shareable with users or roles.
November 2025
New Features
Email Integration — Email templates with merge fields that pull data from records. Send emails from within the platform, track delivery, and log sends in the record timeline.
Field Types: Currency, Image & URL — Currency with configurable symbols and precision. Image and URL with type-specific validation and rendering.
October 2025
New Features
Industry Vertical Templates — Start with pre-configured modules and fields for your industry. Available verticals: CRM (Leads, Contacts, Accounts, Deals), Healthcare (Patients, Doctors, Appointments, Prescriptions), Real Estate (Clients, Properties, Viewings, Transactions), or start from a blank workspace.
September 2025
Improvements
Timezone-Aware Date Handling — UTC storage with automatic user-timezone display conversion across all date and datetime fields.
August 2025
New Features
Lookup Fields & Cross-Module Relationships — Link records across modules (e.g., a Deal linked to a Contact linked to an Account). Lookups support display columns from the target module, inverse (reverse) relationships, cascade delete, and "Fields of Lookup" — surfacing related record data directly on the parent form.
Field Types: Numeric & Relational — Integer, Float, Double, Related List, and Role.
July 2025
New Features
Action Flows & Custom Buttons — Automate actions triggered by record events — create/update/delete. Define conditions using the criteria builder, then execute actions like field updates, email sends, or custom scripts. Supports execution ordering, batch processing, and enable/disable toggling.
June 2025
New Features
Custom Views — Saved filter + column configurations for any module. Define criteria (nested AND/OR conditions, lookup traversal), choose which columns to display, set sort order, and share views with teammates or roles. System views like "All Records" are created automatically.
April 2025
New Features
Field Types: Contact & Date — Date (standalone, separate from Date/Time), Number (Long), Email, and Phone. Dedicated types for contact information and date-only values.
March 2025
New Features
User Management & Authentication — Email/password and Google OAuth sign-in. Invite teammates via email, manage profiles (name, phone, country, avatar), activate/deactivate users.
Role Hierarchy & Permissions — Tree-structured roles with parent-child inheritance. Higher roles automatically see records owned by users in subordinate roles. Each role gets granular module-level permissions (create, read, update, delete) and feature-level access controls.
Field Types: Wave 1 — Text, Multi-Line Text, Decimal, Checkbox, Date/Time, Dropdown (Picklist), Lookup, Auto Number, and Indexed. The initial set covering core data entry, selection, and cross-module linking.
February 2025
New Features
Multi-Tenant Architecture — Every organization gets a fully isolated workspace. Your data, users, roles, and configurations are partitioned at the database level — there is zero overlap between tenants. Each workspace has its own timezone, currency, locale, and branding settings.
Dynamic Module System — Create custom data modules (like Leads, Contacts, Deals, or anything your business needs) without writing code. Each module supports up to 400 fields, a configurable primary display field, custom icons, ordering, and parent-child relationships via subforms.
More updates coming soon. Follow us on LinkedIn to stay in the loop.