Here are a few of the things we built this month in partnership with our customers.

Workflow Ending Steps

• Workflows gained a new concept this month: Ending Steps

• Ending Steps allow workflows to make better determinations on the outcome of a workflow. Was the promotion case approved? Was the leave request withdrawn?

• Ending Steps have their own visual treatment, with positive, negative, or neutral treatments available

• Embed Decision Questions, a new question type, in workflows to control the routing through a workflow.

  • Example: The department chair review step can either advance the promotion workflow to dean review, or it can move the case to Denied.

• These new steps also create a place to attach actions to, including:

  • "When the workflow moves to Approved, create a new Leave record within Scholarly"

  • "When the workflow moves to Denied, enroll the faculty member in the appeal workflow"

  • "When the workflow moves to Withdrawn, allow the faculty member to re-apply to the workflow"

    
    

New Workflow Definition Interface

• To date, all workflow definitions were configured by Scholarly representatives.

• This month, we redesigned the interface from the ground up to be more user-friendly and customer-facing.

• We have begun rolling out this interface to a select group of customers

• Workflow Definitions can either be created using the UI or using AI. Drop in a faculty handbook and create a workflow described therein

• In Content mode, see the details of workflow definitions

  • Easily find your place in a workflow with the new left-hand sidebar

  • Configure conditional questions easily using the rule builder

  • See at a glance how different steps are configured. Which ones have actions?

  • See warnings if workflow definitions are invalid, with specific instructions on how to correct them

  • Instantly preview steps to see what the faculty member or administrator will see when moving through the workflow

• In Diagram mode, use the WYSIWYG interface to sketch out and configure a workflow quickly and visually

  • Use the Step Library to drag and drop new steps onto the canvas

  • Click and drag to connect different steps to each other

  • Click on steps to change high-level configuration details like step actions, materials, and more

API Upgrades

• All custom fields can now be used as filters. See how that works on an example resource, like Addresses.

• Primary and additional appointment resources also gained filtering capabilities for non-custom fields

• Fixed an error that would occur when the API resource was under heavy load, interfering with data load operations

• Added API endpoints for Credit Line Items, a useful resource for workload planning

• Improved the performance of endpoints when using the ?include parameter

• Fixed a bug where iterating through long lists of data would not return the full set of data

Miscellaneous Improvements and Fixes

• Administrators can now download CVs for all faculty members in a department or academic unit

• External Reviews and Letters have clearer calls to action in each workflow case

• Custom fields can now have multi-select string values

• Custom fields can now reference other objects, not just values

• Scholarly can now send emails from an institution's domain without getting routed to spam

• Heading styles can now be set for certain sections in CV Exports

• Institution admins can now impersonate other institution admins, if allowed

• Fixed a few bugs with CV Exports

• Fixed a few bugs with SFTP connectors

• Fixed a few bugs with CV Imports

• Fixed a bug with workload count aggregations

• Fixed an issue with generating grids

• Fixed a bug with syncing Web of Science documents

• Improved the performance of some of our slowest pages

That’s a wrap for the shortest month of 2026! Questions or feedback? Your account team is here to help at support@scholarlysoftware.com. See you next month!