Changelog 2025.3

InVision 2025.3 introduces the Table Explorer, AI Chat, new page rendering options, and improved support for customizing the Workbook header toolbar.

New Features

Table Explorer

The Table Explorer lets users quickly and easily find and edit related financial or operational data in a single place—eliminating the need to navigate across multiple tabs, pages, or Workbooks.

To support this, InVision 2025.3 introduces a table tagging system that enables developers to categorize tables by:

Business domain
Financial modeling concepts (e.g., cash flow, sales)

Tags, table names, and descriptions help users locate related tables and edit them collectively.

AI Chat

You can now create AI chats and embed them into Workbooks, enabling users to have ChatGPT-like conversations in natural language, based on:

Business data and documents stored in Profitbase
Data from your other business systems

Display Page in Drawer

A Drawer is a panel that slides in from the right, displaying a Workbook Page.

Use cases:

Provide supporting tools or context to primary page data
Easy dismissal by users

Drawer features:

Resizable and closable by the user
Can be opened or closed programmatically using Navigate To, Show, or Hide actions

Enhanced Customization

The new App header button component allows you to add custom actions to the Workbook toolbar. These buttons visually match built-in buttons.

Features:

Conditional enabling/disabling
Available in both:
- Standalone Workbook components – Read more here
- Forms – Read more here

Button – Image Selector Support

You can now choose from a range of built-in icons when selecting an icon for Workbook buttons. This helps maintain visual consistency with the current application theme.

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