Product Updates

Coast’s product team recently released an update that allows users to share workflows and the data within those workflows with others outside their organization.

We already highlighted how to share workflow setups with partners, vendors or other Coast organizations without data. Now, let’s include the workflow data.

Start by duplicating a section to ensure you aren’t sharing links to live workflows you’re actively using. From there, make any changes or remove any fields/data you don't want shared. Then, simply create an install link to share the workspace or workspace section. Recipients then use the link to install a copy of the workflow and its data into their own organization. This is especially helpful for consultants and multi-org customers that previously had no way to distribute standardized workflows across accounts.

To check out this new update, navigate to a Coast workspace or section. Or you can follow the demo below:

 Through this update, Coast users can now:

• Create an install link from the Workspace menu or Workspace Section three-dot menu
• Send a preview and install wizard (set members, name the workspace) to recipients
• Enable/disable toggle to control link access
• Reuse the same link for multiple installs
• Install a copy of the current state (no ongoing sync to the source)

Coast’s product team recently released a new card navigation feature that makes it easier to navigate through expanded card details in quick sequence.

Now, when you open a card from a collection view, you will see arrows to the left and right of the card modal. If the card you clicked is in a group (i.e., a column on a board view), only the cards in that group will be shown as you click left and right.

Note: When you make changes to a card and click save, the card will no longer auto-close, allowing you to keep clicking through the other cards in the set and make other changes or leave comments. The modal now also shows a close button, and clicking close or clicking outside the modal will return you to the collection view. 

When you click a related card (or a referenced-in card), that card will be shown, and the left-right arrows will no longer be shown. The modal will show a back button instead of a close button. Clicking back (or making a change to the related card and clicking save) will return you to the original card.

You can drill down from related card to related card as many times as you want, and then click back to the original card. When you're back to the original card, the modal will show a close button in the top left again, and the left-right arrows will reappear.

This new feature allows users to go into a section and review each open card quickly without having to close and open every card, reducing clicks and saving time in the process. Check it out by clicking into a Coast workspace or section. Or you can follow the demo below:

 Through this update, Coast users can now:

• See left-right arrows next to the card modal.
• Click on the arrows to quickly review open cards back-to-back.
• Make changes to a card, click save and keep the card open. 
• Quickly see a related card by clicking on it.

Coast’s product team recently released an update that allows users to share workflows with users outside their organization.

Previously, customers that wanted to share workflow setups with partners, vendors or other Coast organizations had to manually recreate them. Now, users simply create install links for workspaces and workspace sections to start. Recipients then use the link to install a copy of the workflow into their own organization. When they install the link, they should log into the organization where they want the workspace or workspace section to live. This is especially helpful for consultants and multi-org customers that previously had no way to distribute standardized workflows across accounts.

To check out this new update, navigate to a Coast workspace or section. Or you can follow the demo below:

 Through this update, Coast users can now:

• Create an install link from the Workspace menu or Workspace Section three-dot menu
• Send a preview and install wizard (set members, name the workspace) to recipients
• Enable/disable toggle to control link access
• Reuse the same link for multiple installs
• Install a copy of the current state (no ongoing sync to the source)

Note: We recommend that you first duplicate the workspace you plan to share. Make any changes or remove any fields/data you don't want shared, and then create a share link from the duplicate. That way you aren’t sharing links to live workflows you’re actively using.

Coast’s product team recently released an update that allows users to duplicate workspaces and sections.

When you click into the details of any workspace, you’ll now see the option to create a copy of the workspace for yourself or to share with team members. This eliminates having to re-create similar workspaces. You can also duplicate entire sections by simply clicking on the three-dot icon and choosing “Duplicate section.” Both options allow you to not only duplicate the setup of these areas but also the card data (up to 200 cards) if you choose.

To check out this new update, navigate to a Coast workspace or section. Or you can follow the demo below:

 Through this update, Coast users can now:

• Easily duplicate workspaces and sections for streamlined workflow management
• Share workspaces and sections with team members
• Copy card data (up to 200 cards) into new workspaces or sections
  

Note that if you have more than 200 cards in the workspace or section you would like to duplicate, please contact support.

Coast’s product team recently released a visual update that makes it easier for users to switch between team chat and card workspaces.

When you click into a workspace, you’ll now see three new icons that make the Chat, Cards, or Chat & Cards spaces just one click away. This eliminates any confusion around the previous “Split View,” “Chat Only” and “Workflow Only” language replacing it with the simpler “Chat,” “Cards” and “Chat & Cards” terminology. It’s also now much easier to collapse or exit out of the different spaces.

To check out this new update, navigate to a Coast workspace. Or you can follow the demo below:

 Through this update, Coast users can now:

• Quickly access three new icons that make configurations changes one click away
• Avoid confusing language around “Split View,” “Chat Only” and “Workflow Only” 
• Use simpler “Chat,” “Cards” and “Chat & Cards” terminology
• Access this consolidated place where updates will get badged
• More easily collapse or exit out of the Chat and Cards spaces

Coast’s product team recently released a major update that allows users to create sub forms inside Coast’s Builder interface, ensuring a unified experience for admins configuring workspace templates.

The previous sub forms experience was outdated, making it more difficult and time-consuming to set up alongside other template components. Now, sub forms have the same features that the Fields Builder experience provides. You can now add fields directly in the spot you wish them to appear as well as search through fields. You can also view archived fields and even unarchive them if you want.

Users can now quick-create routing to spin up a new sub form from within a template. You can also rename, duplicate, delete and multi-select or copy the sub form. For those users with large amounts of sub forms, you will now see a paginated sub forms list for quicker access.

To access this new feature, navigate to a Coast workspace, and open a workspace with sub forms and go to the workspace details to find the sub forms tab. Or you can follow the demo below:

 Through these improvements, Coast users can now:

• Easily access sub forms in the Builder interface
• Add fields directly in the spot you wish them to appear 
• Search for specific fields 
• View archived fields and unarchive them
• Quick-create routing to spin up a new sub form from within a template
• Rename, duplicate, delete, and multi-select or copy the sub form
• Access a paginated sub forms list

Coast’s product team recently released a major update that allows users to restore deleted workspaces, eliminating the need to contact customer support for accidental deletions.

Before, when users accidentally deleted workspaces, there was no way to recover them without contacting customer support. This created frustration and workflow disruption. Now, deleted workspaces move to an accessible Trash in the organization settings. Cards within the workspace will also be deleted. It’s important to note that moving a workspace to Trash will remove it from view for the entire organization, not just yourself.

Any organization owner or admin can access the Trash, where workspaces are sorted by deletion date. Simply click the single “Restore” button to bring back the workspace to the global section. This may not be where the workspace was originally located. Look for it at the top of the last section. The user will then be able to manually reorganize it if needed. (Note: The full restoration can take up to an hour, depending on how much data needs to be restored.) 

To access this new feature, navigate to a Coast organization, and open the organization-level Trash to retrieve the accidentally deleted workspace. Or you can follow the demo below:

Through these improvements, Coast users can now:

• Easily access deleted workspace from a Trash section in the organization settings.
• Restore workspaces to the global section with one click.
• Reorganize the workspace if needed.

Coast’s product team recently released a major update that allows users to restore deleted cards from a workspace-level Trash, eliminating the need to contact customer support for accidental deletions.

Before, when users accidentally deleted cards, there was no way to recover them without contacting customer support. This created frustration and workflow disruption. Now, deleted cards move to an accessible Trash in the workspace settings. Any workspace member can access the Trash, where cards are sorted by deletion date. Simply click the single “Restore” button to place the card back into the workspace. All the card data will remain intact, and automations will automatically resume upon restoration.

Previously, historical records may have been incomplete if a related card was deleted. Now, the remaining card will retain information that was added before the related card was deleted. The data and text will simply show up as italicized. There’s also a new "Deleted On" field available for filtering in collection views.

To access this new feature, navigate to a Coast workspace, and open the Workspace Trash option to retrieve the accidentally deleted cards. Or you can follow the demo below:

Through these improvements, Coast users can now:

• Easily access deleted cards from a Trash section in the workspace settings.
• Restore cards to the workspace with one click.
• Continue to see data from deleted cards in related card fields. Deleted cards will behave as they always have (they do not appear in search or as options for new selections).
• Use a new "Deleted On" field available to filter collection views.

Coast’s product team recently released a major update to the Fields builder as part of the Builder experience.

The new builder gives users a dedicated space to configure the fields they want to capture data on cards for specific workflows. You’ll immediately notice the larger size of the builder, offering a full-page (and adjustable) surface area that improves the user experience. There’s also a search bar at the top of the screen for users to find features quickly, as opposed to manually scrolling.

Another improvement: Users can now add fields from the top of the modal or mid-list, instead of dragging and reordering them from the bottom. When adding a new field, the right sidebar now offers a clearer, dedicated configuration space. Users can also see any archived fields at the bottom of the list and restore them; whereas, before, they weren’t visible.

Simply navigate to a Coast workspace, open the workspace menu and select the field menu option to access the builder. Or you can follow the demo below:

 Through these improvements, Coast users can now:

• Configure fields in a wider modal or full-screen experience with more flexibility and space to work through the details of your configurations
• Search for fields easily using the search bar at the top of the screen
• Add components from the top of the modal or mid-list exactly where you want them
• Click on each field to open a static side panel for a clearer, dedicated configuration space
• View and restore archived fields for better visibility

Coast’s product team launched an update that gives users more ways to customize how they collapse and expand the left sidebar on desktop.

These changes give users the ability to view the left sidebar however they want. You can choose to either “expand on hover” (the current behavior) or “keep collapsed,” which allows you to navigate to other workspaces without changing the layout. When you choose “keep collapsed” mode, the sidebar stays collapsed even when you hover over individual workspaces. However, you can still see the names of those workspaces through tooltips. You can also toggle the collapsed state on and off by simply double-clicking any workspace in the sidebar. And you can expand or collapse all the sections at once (handy if you have a lot of sections) by option- or alt-clicking any section header.

Follow the demo below to see how easy it is to collapse and expand the sidebar in different ways:

 Through these improvements, Coast users can now:

• Keep the left sidebar collapsed when navigating to other workspaces
• Toggle the collapsed state on and off by double-clicking on any workspace
• Expand or collapse entire sections by option- or alt-clicking any section header