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Chassi 2.8.0

Release date: June 30, 2025

Summary:

  • Search & Export Enhancements: Expanded Order ID search capabilities and special character support; milestone exports now include full record context; added warning for large queries.

  • UI & Navigation Updates: Improved spacing and layout on Order Page; introduced a new Configuration menu; and enhanced the role-based settings menu.

  • Visualization Improvements: Added toggle controls for Scatter Chart trend/goal lines; simplified Histogram by hiding labels on larger bars.

  • Platform & Access Controls: Enabled view-only mode in Process Tracker; standardized system messaging; upgraded Milestone Builder with top-value dropdown; MFA implemented for added security.

Module Name
Global Search Improvement Order ID Lookup Expanded. You can now search for any Order ID, including those without a pathway or with only one milestone.

Users can now perform searches using special characters such as -, _, and = across the Sandbox, Order Lookup, and Milestone Builder, improving search flexibility and usability.
UI Improvements -
Sidebar Configuration
Header Settings
Sidebar Navigation: Introduced a new “Configuration” menu to organize and centralize key modules used during setup.

Header Menu: Menu includes user and client settings with role-based visibility.
UI Improvements - Order Page Rail spacing now adjusts based on displayed details to reduce empty space.
UI Improvements - Process Tracker Standardized Process Tracker confirmation messages across all systems to ensure clarity and reduce user confusion.
Sandbox Export Improvement Milestone column names now include full record type context, making it easier for users to interpret applied filters in exported files.
Data Sandbox Introduced a new warning message that alerts users when their query selection may generate more than a million rows, which exceeds the supported export limit.
Manage Milestones - Import Catalog Replaced the existing free-text search in the Milestone Builder with a dropdown menu. The dropdown displays the top 10–15 most commonly used field values, improving selection speed and accuracy.
At A Glance / CTA Resolved an issue where the ‘Beginning’ and 'Ending' timeframe toggle for CTA and AAG algorithms incorrectly defaulted to the first milestone in the pathway instead of the user-selected milestone.
Scatter Chart Added toggle options to show or hide Trend and Goal lines for clearer data visualization and removed the Y-axis slider to simplify the chart interface.
Histogram Number labels are removed from bars with more than 5 CTAs to reduce clutter on the graph,
labels remain visible on bars with 5 or fewer CTAs to ensure small bars are noticeable.
Process Tracker View-Only Access to Process Tracker for users with the Viewer role. Interactive toggles and drop-downs are enabled but changes are not saved.
Security MFA has been implemented for the Chassi Platform, enhancing account security and access control.