Custom forms refresh and profile notification settings
Version 1.229.5

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 gets new typography, a cleaner layout, and a redesigned recipient selector, making it faster to build and assign forms.
Profile notification settings redesign
Users get a reorganized notification settings page under their profile, with clearer grouping so it's easier to see what's on and off.
Fixes
- AccessMenu Configuration
Set Permissions now loads roles from the RBAC v2 by-permission endpoint instead of the legacy list.
- ExperienceBuilding Setup
Switch Building modal no longer fires a duplicate building-list API call.
- ExperienceTheme & Branding
Email branding can now be saved for buildings that haven't configured it before.
- ExperienceCustom Forms
Live form view no longer intermittently denies permission to fill out a published form.
- ExperienceDocuments
Review Permissions button on the Documents module works again, with a dedicated view permission added.
Improvements
- AccessRoles & Personas
Role assignment now works correctly for inactive module rows when creating new users, and mixed-scope module assignments are handled across the assignment flow.
- AccessRoles & Personas
Mass notification's role picker uses the RBAC v2 by-permission API, and a notifications prototype and permission catalog land behind the flag.
- MaintenanceMaintenance Embed
Location sync between the iframe and host shell is restored, and the embed header now wires into the Smart Maintenance iframe.
- MaintenanceWork Orders
Form validation gets clearer UX for required fields on create and edit.
- ExperiencePackage Management
Company codes are captured when a package is created, so packages route to the right company from the start.