> For the complete documentation index, see [llms.txt](https://docs.valorx.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.valorx.com/valorx-wave/release-notes/wave-browser-extension/wave-version-40.md). # March 25 Release (v40) ## 📢 Announcing the March Release We’re excited to bring you the latest updates in Wave! This release is packed with powerful new features, helpful enhancements, thoughtful updates, and important bug fixes — all designed to improve your experience and boost productivity. *** ## ➕ What's New? ### **Matrix Add-On: Licensing, Trial, and Upgrade** We've introduced the **Matrix Add-On** for **Pro subscription** users in Wave Browser Extension, making licensing, trials, and upgrades more seamless.

**🆓 Free Subscriptions (Trial)** * Admins or Designers can initiate a **30-days trial** for Matrix. * A visible countdown is shown during the trial. * Once the trial expires, **all matrices are locked** and **no longer accessible**. * To continue using Matrix, users must **purchase the Pro plan with Matrix Add-On**. * To purchase, please contact our Sales team via the **Contact Sales** button on the Matrix Dashboard or through the **Subscription** tab in Settings. *** **💼 Pro Subscriptions (Trial)** * Pro users also receive a **30-days Matrix trial**, started by Admins or Designers. * Both **Pro users** and **free users** will see a countdown timer. * After 30 days, **all matrices are locked** unless the Matrix Add-On is purchased. * To purchase, please contact our Sales team via the **Contact Sales** button on the Matrix Dashboard or through the **Subscription** tab in Settings. *** **🔓 Pro + Matrix Add-On (Upgraded)** * Users with the Pro license automatically gain access to Matrix if upgraded with the Add-On. * Those **without the Add-On** cannot use Matrix, even if they have a Pro license. * Matrix Add-On licenses are managed under **Settings > Licenses**. *** **⛔ Pro + Add-On Expired** * Once the Matrix Add-On expires, **matrices become locked** and inaccessible.

These feature updates make **Matrix licensing, trials, and upgrades** more user-friendly! 🚀 ### Assigning a Matrix to Standard Users You can now assign a Matrix to specific users in your organization during its creation or directly from the Matrix home screen. 1. **Assigning Access During Matrix Creation:** * Admins/Designers can click **'Manage Access'** to select either **Allow All Users** or **Selected Users**.

2. **Assigning Access from the Matrix Home Screen:** * Admins/Designers can also access **Manage Access** from the Matrix home screen to assign users.

3. **Viewing and Removing Assigned Users:** * Assigned users can be viewed and removed from the **Manage Access** tab.

This feature make it easier now to control who can access each Matrix—giving you more flexibility and better user management. ### Run Capability in Matrix Runtime Mode We’re enhancing the **Matrix Runtime mode** by adding a **"Run"** button near the Recent section. This feature allows users to run matrices directly from runtime mode, eliminating the need to navigate back to the dashboard.

This feature streamlines the process, making it easier for **Designers and Standard users** to run matrices without switching screens. ### Preview Changes on Matrix We are excited to announce the new Preview Changes feature on Matrix, which provides a more intuitive and consolidated way to view modifications within your grids.

This feature streamlines your workflow by making it easier to review and manage grid Matrix modifications. Enjoy the improved experience with the new Preview Changes Grid! *** ## ✨ Enhanced UI / UX Design ### Improved Grid Creation and Management We've enhanced the **Grid Creation** process, making it more intuitive and efficient for users. * **Custom & Global Grids**: Users can create **Custom** and **Global** grids. The **Global Grid** option is available only for **Admins and Designers**, who can configure grids as global and manage access for Standard Users. **Standard Users can view Global Grids if access is granted by an Admin or Designer**.

* **Improved User Controls**: * **Favorite Grids**: Easily mark grids as favorites for quick access.

* **Feature Access**: Admins and Designers can enable or restrict features for Standard Users, controlling their access and permissions within the grid. \ \&#xNAN;***Note**: This section is not visible to Standard Users.*

* **Grid Controls (For Standard Users)**: Enables field management, record addition/cloning, and deletion permissions when granted access for **Global grids only**. [*Learn more*](/valorx-wave/wave-data-management/managing-grid-data.md#global-grids-manage-access)

* **Easier Access to Grid Creation**: Users can now create grids from multiple locations, including: * Home screen → **Add New** button * Grid Selection Dropdown → **Add New** button * **Edit** button on an edit Standard View * **Manage Grid** from the **More Options** button * Objects with no views → **Add New** button These enhancements simplify grid creation and ensure better accessibility, flexibility, and control over grids. ### Settings: Licenses & Feature Access We’ve improved the **Settings** section by renaming **"Team Members"** to **"Licenses"** and renaming the **"Permissions"** tab to **"Feature Access."** Additionally, **"Feature Access"** is now located under the **"Advanced"** section for better organization.

***Note:** Users can now manage grids at for individual grid level at Global grids.* These enhancements simplify feature management and provide a more intuitive experience for configuring grid-level permissions. ### **Column Grouping Now Available from the Toolbar** We’ve made **Column Grouping** more accessible by adding it directly to the **Toolbar**. Users can now quickly group columns without navigating through additional settings, making data organization faster and more efficient. [*Learn more*](/valorx-wave/wave-data-management/managing-grid-data/column-group.md#what-is-column-grouping).

### **Enhanced Related List Display Options** We've improved the Related List display options by moving them from the **Manage Grid** to the **Add** button for easier access. The system now remembers the last selected display option at the extension level, with **Hierarchical** as the default. [*Learn more*](/valorx-wave/wave-data-management/data-interaction.md#add-button).

### **Improved Hierarchical Grid Design** We've redesigned the **Hierarchical Grid** to enhance user experience, making it more intuitive and user-friendly.

### Enhanced Column Header Display We've improved how column headers display when space is limited: * **Smart icon removal** – Icons are hidden first when a column is squeezed, preserving text visibility for as long as possible. * **Seamless column dragging** – The drag handle icon is removed; simply use the hand cursor to reposition columns. * **Improved readability** – If a column shrinks to a single character, hovering over it reveals the full name in a tooltip.

These enhancements provide a more streamlined and user-friendly experience when managing column headers in constrained spaces. ### Enhanced Lookup Value Picker We've improved the **Lookup Value Picker** for a smoother and more efficient selection experience in **Filters and Conditions**. **What’s New?** * **Better Visual Distinction** – Icons now appear before lookup names for easier identification. * **Improved Scrolling** – Displays at least 15 lookup values per scroll with smooth lazy loading for large datasets. * **Multi-Select with Checkboxes** – Users can now select multiple lookup values at once (*applies to "is any of" and "is none of" filters*). * **Selected Lookups as Tags** – Chosen values appear at the bottom as tags under **"Selected (Record Name)"** for clear organization. * **Quick Deselect** – Easily remove a selected value by clicking the cross button on the tag. * **Optimized for Large Selections** – A horizontally scrollable, collapsible tags row ensures clarity, even for extensive selections (e.g., **"60 Selected"**).

These enhancements improve efficiency when setting up **Filters and Conditions**. ### **Enhanced Handling of User Lookup Fields** We've improved user lookup-based filtering to support more use cases and allow dynamic filtering based on the **logged-in user**. **What’s New?** * **Special Handling for User Lookup** – Treated as a distinct lookup type for better flexibility. * **Applies to “Is” and “Is Not” Operators** – Ensuring precise filtering. * **Default Selection: Logged-in User** – Automatically sets the active user for convenience. * **Lookup Picker as Second Option** – Allows manual selection, functioning as before. * **Icon Switcher for Easy Selection** – Making it intuitive to toggle between options. * **Helpful Tooltips** – * *Logged-in User*: Indicates dynamic filtering based on the current active user. * *User Picker*: Allows manual selection of a specific user.

These enhancements improve filtering capabilities for **User Lookup fields**, making them more dynamic and user-friendly. ### **Duplicate Grid Option** We’ve improved the **Duplicate Grid** functionality for a more seamless experience across all grid types. * **Global Grid**: If assigned to specific users (not all), a pop-up titled **"Duplicate Grid Name"** appears with two options: * **Duplicate Global Grid with users** * **Duplicate Global Grid without users**\ If assigned to all users, the **Manage Grid** pop-up opens directly.

* **Custom, Report, and Salesforce View Grids**: * The pop-up is titled **"Duplicate Grid"** and auto-fills the grid name as **"Grid Name Copy"** before opening the **Manage Grid** pop-up.

This enhancement simplifies grid duplication, ensures consistency across grid types, and improves workflow efficiency. ### **Error Highlighting in Matrix Runtime Mode** To help users quickly identify errors after saving updates in Matrix runtime mode, we've improved error visibility: * **Highlighted errors**: Cells with errors will have a red border or background for easy identification. * **Error indicators**: An error icon or message will appear next to affected records. * **Detailed error info**: Hovering or clicking on an error will display more details about the issue.

These enhancements make it easier to spot and resolve errors without confusion. *** ## 🔄 **Updates** ### Pricing Enhancement – Subscription & Export Limits Update We’ve refined our subscription plans and export limits to offer better transparency and a smoother experience across all user tiers. **Here’s what’s changing:** * **Standard Subscription** has been deprecated for a more streamlined plan structure. * **Filter Limit Notification**: Users on the Free plan can now apply up to **two filters** in the Filters & Conditions screen. If this limit is exceeded, a **"Filter Condition Limit Exceeded"** popup will appear, prompting an upgrade. Only **Admins** can proceed with the upgrade. **Additional Updates for Free Plan Users:** * Can now create **1 Custom Object** * Can now create **1 Global Grid** * **Migration** is now **available** on the Free plan * **Export Limits**: * **Wave Free**: Up to **40,000** records * **Wave Pro**: **Unlimited** exports

These updates ensure that every user—free or pro—has a clear view of their capabilities and upgrade options. 🚀 ### Deprecating the Shared Feature We're removing the **Shared** feature, meaning users will no longer have access to Shared grids or the Shared icon. [*Learn more.*](/valorx-wave/wave-data-management/managing-grid-data.md#deprecated) **What’s changing?** * The **Shared icon** will be removed from: * **Toolbar** * **Grid Selection Dropdown** * **Grid Sidebar** (The Shared Grid icon will be replaced with **Global Grid**) * The **Shared Grids** will be **deprecated**. This update streamlines grid management and ensures a more consistent user experience. 🚀 *** ## 🐞 Bug Fixes We've addressed several issues in this update to improve your experience. Here are the details of the bug fixes included: * **Unique Naming for New Matrices**\ Resolved an issue where newly created matrices were given a generic name (“Matrix”). Now, a unique number is appended to ensure distinct names. * **Admin Role Promotion Fixed**\ Resolved an issue where admins could not promote other users to admin. Now, admins can promote or demote users as **Admin, Designer, or Standard**. Designers can only promote Standard users to Designers, and Standard users cannot change roles. * **Matrix – Aggregated Values Change on Refresh**\ Fixed an issue where aggregated data in the Matrix changed unexpectedly each time the refresh button was used. * **Matrix Migration – IPC Should Not Be Migrated**\ Resolved a bug where IPC Matrices were being migrated. Now, only Global Matrices are included in the migration. * **Date Time Discrepancy After Time Zone Change**\ Corrected a mismatch between the Date Time cell and the date picker when the user changed their Salesforce time zone. * **Dependent Picklist Not Loading When Parent Field Is Out of Viewport**\ Fixed an issue where the dependent picklist failed to load values if the parent field was scrolled out of view. * **Conditional Formatting Not Applied to Boolean Fields in L2**\ Resolved a bug where conditional formatting didn’t apply to Boolean fields in L2 related records if the lookup field was empty.