Casewhere 2.9-series release notes

Released. Latest version: 2.9.14.4 (20/07/2026).

Highlights

Name Status
Casewhere AI: work on your configuration with an AI assistant Done
Sign in to an AI assistant from your browser (no manual token) Done
Configuration source control with Git Done
Zip Push Deploy: replace a whole configuration folder in one step Done
System monitoring dashboard Done
Server Monitor: server health metrics for external monitoring Done
Plugin integration monitoring and metrics Done
Performance (SLA) reporting from API logs Done
Runtime API key stored encrypted in the database and rotated automatically Done
In-app documentation across Casewhere Admin Done
Reuse enum definitions across data classes Done
Quick filters for grid and list widgets Done
Form navigation: Back, Forward and Save draft Done
Grid keyboard navigation and screen reader support (WCAG) Done
Data class document editor Done
Automatic warm-up of workflow definitions Done
SSL offloading support for the worker site Done
Friendly error pages for the worker site and Worker API Done

Upgrade to 2.9

Please read this document Upgrade-to-2.9 to upgrade your Casewhere deployment to 2.9.

Download Casewhere 2.9 here (login required).

Casewhere 2.9 is compatible with MongoDB 5.0, and 7.0.

Changelog

2.9.0.0 - 01/08/2025

Features

  • In-app documentation: contextual help built into Casewhere Admin for form activities, scripted activities, server rules, data triggers, page events and page scripts, workflow navigation, and advanced widget actions.
  • Reuse enum definitions across data classes, so the same list of values is defined once and shared.
  • New Decimal data attribute.
  • Quick filters for grid and list widgets.
  • Boolean quick filter for grid and list widgets.
  • Group widget actions, so related buttons are collected in one dropdown.
  • Form navigation: Back, Forward and Save draft.
  • Custom CSS class for a grid cell.
  • Custom CSS class for a form field component.
  • Workflow container widget: automatic reload.
  • Casewhere dialog: toggle between big and medium size.
  • A workflow now updates a data object reference only when the associated data class is actually linked into it.
  • Date picker: general validation improvements.
  • isLoggedIn and isAuthorized are marked as deprecated.

Bugs

  • Special characters can be used when editing a workflow name.
  • Easier to clear the Product and Tags filters when exporting a data class.
  • The text resource list is no longer cut off when typing the title of a tab container widget.
  • Page scope in a parameter rule now works as expected for a widget placed in a tab container.
  • Aliased input parameters of a dynamic workflow now work when used in a workflow definition.
  • A dynamic workflow with Edit case works when the ProcessName field is removed.
  • The date picker no longer shows a required message when a Create form is opened.
  • The date/time picker now shows the invalid time message when an invalid time is typed.
  • The date picker now shows the invalid date message when the default value is a day before the minimum date.
  • Hidden fields no longer raise an error when the default value is set to the current date and time.
  • Access rule resources can be removed from a DevOps package.
  • The unsaved-change confirmation no longer appears when setting a default value for date/time fields.
  • Form data is no longer lost when Skip posted data is enabled.
  • Importing an Excel file with more than 24 records no longer fails.
  • The session: prefix is removed from the settings in Casewhere Admin and the job site.
  • Charts generated from code pasted from Export to Mermaid no longer break on special characters.
  • An enum attribute is now updated on every data class that references it.
  • Dynamic data objects return the same type whether a value is read by property or by indexer.
  • Data queries now filter correctly on object arrays and object collections.
  • Dialogs no longer open with missing texts.
  • Fields are no longer cut off in the Edit Page Action dialog.
  • Error messages now include the underlying cause instead of a generic message.

2.9.1.0 - 03/10/2025

Features

  • Data class document editor: extended editing capabilities for data class documentation.

Bugs

  • The 'invalid_date' message is no longer shown when the user clears a date/time field.
  • Confirming a saved change now works when the workflow is hosted in a page or a tab.
  • The workflow dialog Maximize and Restore buttons are no longer swapped.
  • It is no longer possible to save a draft on a non-editable activity.
  • A data class is now updated after importing a product package.
  • Audit log details can be opened when a decimal field is 0.
  • Attributes of a data class extension are no longer shown twice on the primary data class.
  • A data class can be saved when an attribute reuses an enum that references its own class.
  • Several issues in the data class document editor are fixed.
  • Fields no longer show two error messages at the same time when clicking Save.
  • The Confirm save changes prompt now saves a draft instead of a full save.

2.9.2 - 26/10/2025

Features

  • Widget actions can confirm unsaved changes and validate data that is not tracked by the form.
  • Data objects can be copied and cloned while ignoring selected properties.
  • Refreshed worker site master template.

Bugs

  • Switching a tab or closing a page no longer skips the Confirm save changes prompt.
  • Validation state is reset when switching tabs.
  • The workflow container is no longer left in editing state after switching tabs.
  • Rule inheritance with parameters now works, because widget data requests carry the page context.
  • The text resource editor now closes reliably, and a Close button was added.
  • Save draft and Auto complete clear all validation errors.
  • A multi-select field is no longer always reported as changed.
  • Exporting widget data no longer fails: the download request is authenticated, and download tokens expire automatically.
  • Decimal columns are aligned correctly in a grid.
  • The status of a child workflow is re-evaluated when a workflow activity creates it.

2.9.3 - 29/10/2025

Bugs

  • The Back button now fires the form-submitting event.
  • Save draft now respects the form-submitting event.
  • Widget action events now report which workflow ran and whether data changed, so widgets reload correctly.

2.9.4 - 19/11/2025

Features

  • Grid export includes columns that are hidden on screen.

Bugs

  • Select, radio list and checkbox list components now prefer their data source over static option items.
  • An unauthorized widget action no longer redirects the user to the unauthorized page.

2.9.5 - 01/12/2025

Bugs

  • The Transactional workflow option is available again on a workflow definition.

2.9.6 - 10/12/2025

Bugs

  • A failing data trigger rule is logged as a warning instead of an error, so genuine errors stand out.
  • The Maximize, Restore and Close buttons of the workflow dialog use proper icons on all browsers.
  • Casewhere Admin runs with the newer HTML parser used by the data class document editor.

2.9.6.1 - 11/12/2025

Features

  • SSL offloading support: Casewhere Admin always builds HTTPS return URLs, also when the load balancer forwards the request as HTTP.

2.9.6.2 - 13/12/2025

Features

  • SSL offloading support for the worker site, including an optional internal API endpoint for server-to-server calls.

2.9.6.3 - 10/01/2026

Features

  • Friendly error page for the worker site and the Worker API, with a configurable title and message.

2.9.6.4 - 04/02/2026

Bugs

  • Read-only form components bound to a data source are rendered correctly.

2.9.6.5 - 26/03/2026

Features

  • enumText is available in a form activity, so the display text of an enum can be used in scripts.

Bugs

  • An action group button is hidden when all of its dropdown items are hidden.
  • Option items can be selected when an enum is reused from another data class with the same name.
  • Accessibility: focus is placed on the first field when a form opens.
  • Accessibility: tabbing through radio lists and checkbox lists works as expected.

2.9.7.0 - 25/04/2026

Features

  • Casewhere AI (first release): a Model Context Protocol (MCP) server that lets an AI assistant read and change Casewhere configuration, with built-in authoring guides for the platform.
  • AI token management in Casewhere Admin, so an assistant can be connected and disconnected safely.
  • Broader AI tool coverage for form design, themes, widgets, pages, worker sites, rules and identity provider connections.
  • On-premise and Azure deployment transforms for the new AI settings.

Bugs

  • Focus is no longer lost while a form is being built.

2.9.8.0 - 10/05/2026

Features

  • Casewhere AI: substantially wider tool coverage and refreshed guides, so an assistant can complete more authoring tasks without manual steps.

2.9.8.1 - 14/05/2026

Features

  • DevOps package support for AI-assisted work: move resources into a package, and set a default package per user.

2.9.8.3 - 17/05/2026

Features

  • Fine-grained form design editing: individual components, navigation buttons, hidden fields, validation rules and activity rules can be changed one at a time instead of replacing the whole form.
  • Large AI responses are delivered in chunks, so big configurations no longer fail with an "output too large" error.
  • New authoring guides for web trigger invocation, rules and workflow activity definitions.
  • Refreshed splash screen and caseworker theme.

2.9.8.4 - 21/05/2026

Features

  • Automatic warm-up of a workflow definition, so the first user of the day does not pay the build cost.
  • Guide for the reusable Casewhere directives: tooltip, help text and audit log.
  • Data class information is delivered in chunks for large data classes.

2.9.8.5 - 25/05/2026

Features

  • Performance (SLA) reporting: define report profiles, generate a localized Excel report from API logs, and build custom reports from workflow scripts.
  • Dump a whole data source to a CSV file, streamed to disk so very large exports do not run out of memory.
  • Add and remove pages and groups in a worker site navigation tree at a chosen position.
  • New guide for the System API.

2.9.9.0 - 31/05/2026

Features

  • Search the built-in guides by problem description instead of browsing the index.
  • Scripting help panels in the code editor: browse data classes and attributes, and look up the DSL API, then insert the name at the cursor.
  • Type-ahead search mode for a data source, so a dropdown searches from the start of the value.
  • Document download directive that turns any clickable element into a download.
  • Workflow scripts can create and read ZIP archives.
  • Refreshed Runtime API reference documentation.

Bugs

  • A daily, weekly or monthly scheduler is no longer rejected with a misleading "Recurrence Day is invalid" message.

2.9.10.0 - 06/06/2026

Features

  • Configuration source control with Git: configuration is mirrored to a Git-tracked folder, and the folder can be reloaded back into Casewhere.
  • Git commands in Casewhere Admin: status, checkout, create branch, fetch, pull, commit, push and log.
  • Fetch from folder for a single resource.
  • Side-by-side diff viewer for pending configuration changes.
  • Import and export of languages.
  • Grouped, collapsible sections in the Casewhere Admin navigation menu.
  • Faster workflows: redundant state evaluation is skipped while the user is idle, and the smart form build is reused between navigation and execution.
  • Safer folder sync: only meaningful changes are imported, deleted resources are reconciled, and the result shows what was imported, skipped and deleted.

2.9.10.1 - 06/06/2026

Features

  • Plugin binaries are mirrored into the configuration folder, so a deployment contains everything it needs.

2.9.11.0 - 09/06/2026

Features

  • Sign in to an AI assistant from your browser instead of pasting a long-lived token, and serve many Casewhere instances from a single MCP deployment.
  • Zip Push Deploy: replace an entire configuration folder from a zip file, with an automatic backup and an optional automatic reload.
  • System monitoring dashboard with error, queue and slow-response metrics.
  • System text resources are no longer exported unless they are assigned to a product, which keeps the configuration folder clean.

Bugs

  • SAML return URLs are validated, so a login link cannot redirect to an external site.

2.9.12.0 - 11/06/2026

Features

  • AI assistants download a local knowledge pack instead of searching the guides on the server, which makes the setup much smaller and the search instant.
  • Reloading configuration now also recreates scheduler jobs and data class indexes, and removes jobs for deleted schedulers.
  • Refreshed workflow dialog layout with device detection, responsive footer, and explicit order, visibility and enablement for the navigation buttons.

2.9.12.1 - 17/06/2026

Features

  • New authoring guides for the filter builder and data queries.

Bugs

  • The SAML token lifetime is evaluated correctly.
  • Validation rules are kept when a form design is updated one part at a time.

2.9.13.0 - 20/06/2026

Features

  • Grid keyboard navigation and screen reader support, including ARIA roles and labels.
  • Item template support for the checkbox list dropdown.
  • Clearer keyboard focus in the portal user interface.

2.9.13.1 - 23/06/2026

Features

  • Further grid keyboard focus improvements.
  • Configuration export handles resources that inherit from a base type.
  • Configurable lifetime for AI tokens.

2.9.13.2 - 29/06/2026

Features

  • The Runtime API key is stored encrypted in the database and rotated automatically, instead of being kept in the configuration files.
  • Plugin integration monitoring and metrics, so slow or failing integrations are visible.
  • Casewhere IdP Stub: a local SAML 2.0 test identity provider for development and testing.

2.9.14.0 - 05/07/2026

Features

  • Worker site components can be managed as configuration resources, including from an AI assistant.
  • New text resources are created as plain text by default.
  • Faster collection of integration metrics.
  • The Enable audit log option on an activity definition is deprecated.

2.9.14.2 - 12/07/2026

Features

  • Server metrics API for external monitoring, protected by an API key.
  • Server Monitor: a standalone Windows service that reports CPU, memory and disk metrics from any server, without IIS.
  • Maintenance tool to correct the audit log settings of a data class.
  • Consistent error handling across the AI endpoints.

2.9.14.3 - 13/07/2026

Bugs

  • Excel export no longer fails when the writer is reused or closed twice.
  • The content type of a text resource is normalized when it is imported from a folder.

2.9.14.4 - 20/07/2026

Features

  • Access validation is simplified into a single access mode calculation, which makes permissions easier to reason about.

Bugs

  • Repeated "access denied" messages are throttled, and an expired session is handled gracefully instead of showing a raw error.
  • Tab selection and inline icons in widgets are rendered correctly.
  • Memory leak fixed: message handlers are released after use.