Boost productivity with our latest feature updates! 🚀 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  
Transform AI

Product Update

March 26, 2026

March Madness is in full swing. Nine features shipped while the bracket drama unfolded. Here is the rundown. 🏀

📌 TL;DR

Artifact Detail View: Full detail pages for every artifact with live preview, sticky header, resizable panels, audit trail, and comments.
Calendar Autosync and Auto-Join: Connect a calendar once, meetings sync automatically, and a bot joins every session on the team's behalf.
Health Report Entity: Five health dimensions per project: schedule, budget, scope, resourcing, and client. Color-coded and pivot-ready.
Change Request Entity: Create, assign, and track change requests with effort, priority, and project impact fields. Full status workflow support.
Download Artifacts: Export any artifact as PDF or Word. Tables, images, and links render in the exported file.
Duration Fields and Date Input: Duration fields on all date entities. End dates recalculate automatically. Typed date input now supported.
Explorer: Query Engine: A new analytics workspace for exploring, joining, filtering, and visualizing any entity data across lists, charts, Gantt, and pivot tables.
Support Cases: A dedicated entity for tracking customer and managed services requests from submission to resolution.
Parent Field Visibility: Parent entity fields surface as columns in list views, enabling filtering and grouping by process, system, segment, and other related fields.
Saved View Modified Indicator: Know instantly when a saved view has unsaved changes.
Pivot Table Enhancements: Totals, subtotals, and multiple row dimensions across more entities.
Mermaid Diagrams in PDF Export: Mermaid code blocks render as visual diagrams in exported PDFs.
Dashboard Publishing: Publish a dashboard at the account or project level and it appears across all orgs and projects.
Console User Awareness: The console knows who is interacting with it, enabling personalized queries like "show my tasks."

🎉 New Features

Artifact Detail View

Every artifact now opens to a full detail page. A live interactive preview sits alongside the artifact's metadata, status, and file details, with a sticky header and resizable panels. An audit trail captures every change, and teammates can comment directly on the artifact.

Artifact_detail_view-2

Preview, comment, and track changes from one place.

Calendar Autosync and Auto-Join

Connect a calendar once and meetings sync into Transform automatically. The home calendar view shows only the meetings a teammate is attending, with a time zone toggle for global teams. Enable auto-join and a meeting bot arrives two minutes before start. Meetings assign to an org or project directly from the calendar view.

calendar_final

Connect once. The bot handles the rest.

Health Report Entity

Health reports track project status across five dimensions: schedule, budget, scope, resourcing, and client. Each dimension is rated Healthy, Caution, or At Risk with a supporting narrative. Reports publish per project phase, build a historical record over time, and roll into pivot tables for cross-project visibility.

health_report_composite

Five dimensions. One clear picture of project health.

Change Request Entity

Change requests are now a first-class entity with fields for effort, priority, budget impact, timeline impact, and a linked build item. Each request moves through a configurable status workflow from submission through approval. Requested by and assigned fields track ownership across the delivery team.

change_request_cr1

Every change request tracked, assigned, and tied to delivery.

Download Artifacts as PDF or Word

Artifacts now export as PDF or Word directly from the artifact view. Tables, images, diagrams, and links render in the exported file. Word exports preserve heading hierarchy.

Download_Artifact_word

Export to PDF or Word. Everything in the artifact comes with it.

Duration Fields and Date Input Improvements

Any entity with a start and end date now includes a duration field. Set the duration and the end date adjusts automatically, accounting for weekdays. Date fields accept both a date picker and direct typed input.

Duration_date_Input-1

Set the duration. The end date follows.

Explorer: Query Engine

Explorer is a new analytics workspace where any entity's data can be explored, joined, filtered, and visualized without building a saved view first. Select any entity, join related records, apply filters, and view results as a list, board, Gantt, calendar, bar chart, or pivot table. Save any configuration to a dashboard with one click. Console uses the same query engine, making conversational data analysis available across the account.

explorer_query

Any entity. Any view. One place to explore it all.

Support Cases

Support cases are now a dedicated entity for tracking customer and managed services requests from submission to resolution. Each case captures type, priority, origin channel, submitted-by contact, root cause analysis, and resolution detail. Status and type values are configurable through the type manager, and cases connect to organization and project records.

Support Case

Every request tracked, categorized, and tied to the right org or project.

Parent Field Visibility

Parent entity fields now surface as columns in list views, enabling sorting, filtering, and grouping by process, segment, system, and other related fields. The same selector powers every entity with a parent-child relationship, so any new entity inherits the capability without additional configuration.

Parent Field Visibility

Related records, visible as columns. Filter and group across the hierarchy.

Saved View Modified Indicator

A small indicator appears whenever the current saved view has been changed from its saved state. Any update to sorting, filtering, column visibility, or other saved view properties triggers it. Save the updated configuration directly from the indicator or discard the changes.

Saved View Modfified Indicator

Always know when a saved view has unsaved changes.

Pivot Table Enhancements

Pivot tables are now available on additional entities including Project Plan. Each pivot displays totals per dimension and subtotals per row group, with support for multiple row dimensions and sortable columns.

Pivot Table Enhancement

Totals, subtotals, and multiple dimensions in one pivot.

Mermaid Diagrams in PDF Export

Mermaid diagram code blocks now render as visual diagrams in PDF exports. Any artifact containing a Mermaid block produces a PDF with the diagram displayed as an image rather than raw syntax.

mermaid_no_browser

Diagrams export as visuals, not syntax.

Dashboard Publishing

Dashboards saved at the account or project level are now available across all organizations and projects within that account. Build a dashboard once and it appears wherever the scope applies.

dashboard_combined

Build once. Available everywhere the scope applies.

Console User Awareness

The console now identifies which teammate is interacting with it. This enables personalized responses and powers queries like "show my tasks" or "what is assigned to me" without any additional configuration.

🚀 What We're Working On

  • AI-Powered Document Generation. Generate structured documents from any record using templates with dynamic prompt blocks. Select a solution design, business requirement, or custom template, and the AI fills designated sections based on the record's context.
  • Contract Entity. A lightweight entity that links executed statements of work and change orders to project records, establishing scope as a verifiable system of record and connecting back to the change request workflow.
  • Generate Insights Directly from Meeting. The insights workflow moves directly to the meeting record, with the ability to review, approve, and reject insights without an intermediary artifact step.
  • Meeting Sharing. Share a meeting recording and transcript with external stakeholders via a passcode-protected URL. No account required to view.
  • Current and Future State Process Mapping. Partitioned current and future state process and system records within a project, enabling gap analysis and change impact assessment between implementation phases.
  • MCP Server Connector. A direct connection between Transform and MCP-compatible clients, enabling AI agents to read and update Transform data from any connected tool.

Got Questions?

Reply to this email or contact Tracey in CX.

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