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We’re always trying to improve our platform for our customers. Here, you can get an inside look at what’s currently in beta at Elementum. Remember, this list is provided as a heads-up—not as an invitation to test or a promise of what capabilities may be included. Most customers will not see these features until general availability. For what’s available today, see the most recent release notes.

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What to expect

Heads-up, not a commitment. The information below explains how we treat beta features and why delivery and availability can change.
  • Currently being tested. These features are in active development and testing. Behavior and scope may change.
  • No guaranteed delivery date. We do not commit to a specific release date for any feature listed here.
  • No guarantee of delivery. Priorities shift based on resources and customer needs. A feature in beta may be delayed, changed, or not released to General Availability.
  • Limited availability. Some features may be tested by select customers before being released to General Availability. Broader access is not guaranteed until a feature is generally available.
  • Labs badge. Experimental features available in the platform but still being validated are marked with an orange Labs badge in the Elementum UI. Treat these the same way—behavior, scope, and availability may change before General Availability.

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Features in beta

This list is updated as new beta features become available to give you an idea of upcoming improvements likely to occur in Elementum. The colored badges indicate the area of Elementum where you will see the update.
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Roll-Up Widget Apps

App administrators can configure a Roll-Up widget with a top-level filter and a custom hierarchy of tables or aspects, choosing which measures roll up and how they sum at each level. Reviewers see the summed total at the top and can drill down one level at a time to the underlying detail records driving that total.
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Data Entry View Apps

App administrators can configure a no-code Data Entry view that turns any app into an editable grid, choosing which fields are editable and how rows are filtered, sorted, and grouped. Users type or paste values directly into cells, save all edits at once, and see per-line and roll-up totals recalculate live as they work.
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Dynamic Approvals: SLAs Apps

Dynamic Approvals can be configured with an SLA policy that sets targets for each step in the process and sends alert emails to approvers at a configurable time before the deadline. When an SLA breaches, the approval workflow can branch on expiration to determine what happens next.
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Deployments Overview Org Settings

Preview a deployment with a dry run that walks the full process without writing any changes, showing every App, Element, Task, and Table in scope along with the admins responsible for each object. Reopen any completed run—dry run or real deployment—to see exactly what it covered, turning deployment history into an audit trail.
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Record Work Breakdown Record Details

Every automation action on a record is categorized as AI, Computer, or Human Action, showing at a glance how much of a record’s work ran autonomously versus manually. A work breakdown bar with a legend sits atop the Automations and AI panel, with hover details for exact percentages and action counts.
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Agent Managed View Customization Intelligence

App administrators can brand and customize the full-page agent chat experience with a custom image, header, and sub-header on any agent managed view. A custom view can also render structured content alongside the chat, with schema validation built in.
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Dynamic Approvals: Segregation of Duties Apps

Built-in compliance rules for Dynamic Approvals prevent the person who requested an approval from approving it, and prevent any single user from appearing more than once in the same approval chain. These rules help enforce segregation-of-duties requirements across approval workflows without additional configuration.
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Dynamic Approvals: Workflow Inspector Apps

Clicking an inflight approval opens a side panel with the full details of the approval process, including the current step, the assigned approvers, and progress so far. The panel is available from the Record Details page, the My Approvals page, and the approvals list on a record.
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Dynamic Approvals: Expiration Outcomes Apps

A new approval-process-level setting decides what happens when a step in a Dynamic Approval process fails to complete: reject, cancel, approve, or hold open. Approval processes conclude in a predetermined way instead of stalling in a pending state when a step expires.
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Dynamic Approvals Apps

A new Dynamic Approvals approval type lets app administrators route each request to the right user or group based on rules and record data, rather than hard-coding approver IDs. Chains can span multiple sequential steps with concurrent approvers at each step, and per-rule filters decide which approvers apply so approval processes adapt to the record instead of getting stuck.
Who can configure it: App Administrators.Where to find it: App → Workflows & Processes → Approval Processes.Configuration steps:
  1. Open your App and go to Workflows & Processes → Approval Processes in the left navigation menu.
  2. Click Create New and choose the Dynamic Approval option.
  3. Enter a name for the approval process and click Save.
  4. Use the Table filter columns dropdown to select the fields the approvals will be filtered on.
  5. Click Add Step to build the approval as it progresses. For each step, configure the approver type, the users, and the preconditions that must be met, then save your changes for that step.
  6. Repeat the previous step for each step the approval should follow.
  7. Select Settings in the top-right corner to configure the approval name, expiration outcome, delegation depth, whether the approval can be started manually, locked fields, and SLAs.
Behavior notes:
  • Steps run in the order you add them, and each step can have concurrent approvers who act at the same time.
  • Save your changes for each step individually before moving on to the next one.
  • Per-step preconditions decide whether a step applies, so the approval process adapts to the record instead of stalling on approvers who aren’t relevant.
  • The Settings panel controls process-level options, including the expiration outcome that determines what happens when a step fails to complete, delegation depth, manual start, locked fields, and SLAs.
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Voice Call Handoff Intelligence

Voice agents can transfer a live call to a human or another destination without dropping the caller or losing context. Configure a Handoff tool on any voice agent with a SIP endpoint as the destination, and the agent decides when to trigger the transfer based on the conversation.
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Add Option from List View Workspace

Add a missing option to a dynamic picklist directly from your List view, without leaving the list, opening a separate form, or navigating to the underlying element. Users stay in their data-entry flow, and Elementum handles the setup so any new record automatically qualifies for the column it was created from.
Who can configure it: All Users with permission to create records in the element referenced by the dynamic picklist column.Where to find it: Any List view with a dynamic picklist column.Configuration steps:
  1. In the List view, click a dynamic picklist cell.
  2. Begin typing a new picklist option.
  3. Press Enter.
  4. Fill out the required fields in the Create modal to complete the record creation process.
Behavior notes:
  • The Create modal opens with the record name pre-filled from what you typed, so you only need to complete the remaining required fields.
  • For picklists with simple equals filters, the matching field is pre-filled and locked in the Create modal so the new record automatically satisfies the column’s criteria.
  • The new record is created in the element the dynamic picklist references, not the element backing the current List view.
  • Once the record is saved, it becomes a selectable option in every other dynamic picklist that references the same element.
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cXML Webhook Trigger Automations

You can now create a cXML Webhook Integration in Company Settings with the credentials required for cXML invoice event types, then use it as a trigger in automations. The trigger supports the synchronous responses that cXML requests require.

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Closed beta

These features are available to a limited set of customers by invitation and are not broadly available yet.
  • Elementum Development Kit (EDK) — A code-first toolkit for building Elementum in TypeScript as an alternative to building in the platform. Represent Apps, Elements, Automations, Agents, Skills, Flows, Search Tables, and Approval Chains as typed source, then follow a Terraform-like lifecycle: pull existing entities into a local workspace, author changes with typed @catalog references, preview a structural diff with plan, and apply approved changes. Packaged coding-agent playbooks teach AI coding agents the EDK’s conventions, so you can describe an outcome in plain language and delegate the authoring from your editor or CLI. Get started with the EDK documentation to install the toolchain, authenticate, and bootstrap an organization workspace.

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