Custom forms refresh and profile notification settings
Version 1.229

Custom Forms and profile notifications both get a UX pass this week, with Roles & Personas continuing to round out behind the scenes.
The Custom Forms manage screen picks up new typography and a redesigned recipient selector, and profile notification settings move into a clearer, reorganized layout.
Roles & Personas adds a notifications prototype, a permission catalog, and fixes for role assignment on inactive module rows and mixed-scope modules. Package creation now captures the company code up front, the Smart Maintenance embed's location sync is restored, and a handful of fixes land across building setup, theming, custom forms, and documents.
Custom Forms manage experience refresh
The Custom Forms manage screen has new typography, a cleaner layout, and a redesigned recipient selector. Building and assigning a form takes fewer steps, and it's easier to see who a form goes to before you send it.
Profile notification settings redesign
Notification settings under each user's profile have a new, reorganized layout. Related notifications are grouped together, so it's easier to see what's on and what's off. Users can make changes without hunting through one long list.
Improvements
- AccessRoles & Personas
Improved role assignment for new users, including modules that aren't active yet and modules with mixed scopes.
- AccessRoles & Personas
Updated the Mass Notification role picker to use the new roles and permissions.
- MaintenanceMaintenance Embed
Improved Smart Maintenance so your location and header stay in sync as you move around.
- MaintenanceWork Orders
Improved required field messages on work order create and edit.
- ExperiencePackage Management
Added company codes to packages at creation, so they route to the right company from the start.
Fixes
- AccessMenu Configuration
Fixed Set Permissions in Menu Configuration loading roles from the old roles list.
- ExperienceTheme & Branding
Fixed email branding not saving for buildings that hadn't set it up before.
- ExperienceCustom Forms
Fixed the live form view sometimes denying permission to fill out a published form.
- ExperienceDocuments
Fixed the Review Permissions button on the Documents module, now backed by its own view permission.