March 2026

This article describes the significant feature enhancements in JustPerform v26.03.

New Capability: Copy Journal

JustPerform introduces the Copy Journal capability, allowing users to duplicate an existing journal while preserving– its dimension layout, line items, and metric data. A new Journal ID is generated automatically, and the copied journal is placed into the selected target context. The system enforces role-based access, ensures valid dimension mappings, and requires at least one difference between the source and target journal. All copy actions remain fully traceable through the Event Log, Task Monitor, and Journal History.

Copy Journal can be performed directly from the Journal UI or incorporated into automated workflows. Users can configure it as a task action within Process Flow, schedule it for recurring execution, or add it to a Board for quick access. Both saved configurations and user selections at runtime are supported, and all execution outcomes are logged for auditability and consistent operational control.

Key Benefits

• Save time and reduce manual effort by eliminating the need to recreate journals from scratch.
• Ensure consistency and accuracy through structured duplication of layouts, dimension values, and financial data.
• Improve governance and auditability with complete traceability across Event Logs, Task Monitor, and Journal History.
• Enhance automation by enabling Copy Journal to run within tasks, schedules, and boards.
• Support controlled access through role-based permissions, ensuring only authorized data can be copied.

For more information, see Copy Journals.

Enhancements to Control Snippet

Control Status Reporting is enhanced to support Visual Snippets, Report Snippets, and Control Sets. Users add the Control Status pseudo-dimension to snippet layouts to analyze control metric statuses (Valid, Warning, Error) with count-based aggregations.

Visual Snippets

• Users add the Control Status pseudo-dimension to Visual Snippet layouts to display status-based reporting across all supported chart types, including Comparison, Trend, Composition, and Indicator.
• The system automatically filters the layout to display only control metrics and appends a (Count) suffix to each metric name.
• Status counts for Valid, Warning, and Error render directly as data values in the chart, providing a visual summary of control health across metrics.

Report Snippets

• Users add Control Status to Report Snippet layouts by dragging and dropping it into Rows, Columns, or Filters.
• The member selector provides three status values — Valid, Warning, and Error — enabling tabular breakdowns of control metric counts by status.
• Count-based aggregation applies automatically, displaying how many control metrics fall into each status category across the selected dimensions.

Control Sets

• When a user adds a Control Set to a snippet layout alongside Control Status, the system displays aggregate counts — the total count of all child control metrics in the set, broken down by status.
• Adding a Control Set with Current Member and Last Member displays the set description followed by the set ID, with total status counts rolled up. Adding with Current Member only shows aggregate counts for the current member. Adding with Last Member only shows leaf members.
• Descendants and children in a Control Set display only leaf members, not the current member.

Link to Property in Roles Data Access

The Roles Data Access member selector is enhanced to support the Link to Property (Link to Another Record) property type as a valid selection.

Users navigate to Explore > Roles > Role Assignments and open the Members editor. The member selector includes the Link to Another Record property type. The system displays the property description as defined by the user in the Type configuration, and the Member Selector shows the Property ID and Description for selection. Users select only the parent member for assignment. The backend logic processes the role assignment accordingly.

Visual Data Tree (VDT) Layout Optimization

The Visual Data Tree (VDT) view is enhanced with optimized spacing for improved readability and compact display. Card padding, height, and width are reduced by 10% from all sides, and vertical spacing between cards is decreased. Parent cards start closer to the left edge of the canvas, and top spacing is reduced. These adjustments produce a denser, more readable tree view that displays more data within the visible canvas area without requiring excessive scrolling.

Standard Number Formatting in Visual Snippets

Visual Snippets are enhanced to apply standard number formatting to data labels based on the metric data type.

The system applies the appropriate number format based on the metric definition:

• Percentage metrics display with a percent symbol. For example, a stored value of 0.25 displays as 25%.
• Number metrics display with two decimal places. For example, a stored value of 119.23456 displays as 119.23.
• Integer metrics display with zero decimal places. For example, a stored value of 23.6584 displays as 23.

This formatting applies to all chart types supported in Visual Snippets, including Comparison, Trend, Composition, and Indicator charts. All tooltips and data labels reflect the formatting. Existing Visual Snippets reflect this behavior without requiring reconfiguration. No change applies to metrics with non-percentage data types such as Currency.

Data Details for Parent Metric Types

The Data Details feature is enhanced to support parent metric types in the same way it supports calculated metrics. Clicking Data Details on a parent metric displays the complete list of leaf member values that contribute to the parent’s summary number. The display supports drill-down capability to see individual contributing elements.

Open Related Pages within JustPerform Tab from Boards

Board navigation is enhanced so that when a user accesses a related page through Drill Through on a Board widget, the page opens in a new JustPerform tab instead of a separate browser tab. This ensures consistent in-application navigation when working with Boards. The scope of this change is limited to related pages navigated from Boards.

Mapping Tables

This release introduces Mapping Tables, a new object type in JustPerform that provides a structured way to define source-to-target value mappings for use in data transformation workflows. Mapping Tables are accessible from Explore > Functional Area > Transactions > Mapping and follow the same permissions model as Functional Area controls.

Each mapping table consists of one or more Source columns and a single Target column. Supported data types include Text, Numeric, List, Date, and Dimension. Users define the mapping structure through a side pane (Mapping Layout) that includes options for Fail on Unmapped Source and Enable Range Mapping. When Range Mapping is enabled, each Source column splits into From and To columns to support range-based lookups.

The mapping table supports the following capabilities:

• Data entry through an Excel-like DataGrid interface with row insertion, inline validation, wildcard pattern matching (using * and ?), and Publish to save changes.
• Management actions including Copy (duplicates the mapping table), Delete (removes after confirmation), and New Tab (opens in a separate browser tab).
• Visibility in the Functional Area tree in Explore and in the App Catalog after creation.

Mapping Tables: Import and Export

This release introduces Import and Export functionality for Mapping Tables, enabling bulk data management. Both options are accessible from the ellipsis (⋯) menu on the L2 header.

Export opens the standard Export Sheet dialog with a pre-filled file name (editable), format selector (.xlsx default), and Cancel/Okay buttons. The exported file mirrors the published grid layout. For Range Mapping–enabled tables, each Source column exports as two adjacent columns: [Column Name] From and [Column Name] To.

Import prompts the user to select an .xlsx file, then opens an Import Details side pane with four areas:

• File — Displays the selected file name with an option to replace via + Add File.
• Preview Sheet — A read-only grid preview with a sheet tab selector for workbooks with multiple sheets.
• Layout > Columns — Lists the mapping table columns with auto-mapped file columns. For Range Mapping tables, each Source column displays as From and To rows.
• Data — A read-only textbox showing the starting cell reference.

After a successful import, the system displays an Upload Summary modal showing workbook name, total records submitted, updated, unchanged, and rejected counts, along with any invalid dimension member values and a downloadable log file. The import operation generates an event log entry consistent with sheet import logging.

For more information, see March 2026 in Detailed Feature Articles.

Workflow Enhancements

The Workflow Designer is enhanced with a new Mapping node type, reorganized node categories, an updated SQL Script node experience, and streamlined input/source selection across all node types.

Mapping Node

This release introduces the Mapping node, a new node type under the Transform category. It enables users to transform and enrich data by applying predefined Mapping Tables to input datasets. Users configure one or more mapping steps — each step creates a new output column by performing a lookup against a selected Mapping Table. The node includes source field mapping, unmapped value handling (inherited from the Mapping Table), and a real-time data simulation preview in the central panel.

Node Type Reorganization

The Add Node popup is reorganized into updated categories. The following category and node names change in this release:

• Calculation is renamed to Transform. The Script node within this category is renamed to SQL Script and appears in the first position.
• Notification is renamed to Collaboration. The category icon is updated.
• All is renamed to All Types.
• AI category is removed.
• Rule Set is a new category for future consolidation-related node types (entirely disabled in this release).

The complete category order is: All Types, Transform, Logical, Collaboration, Read, Write, and Rule Set. Supported nodes appear first (alphabetical, full color), followed by unsupported nodes (grayed out with tooltip: “This node is currently not supported”).

SQL Script Node UI

The SQL Script node side pane is enhanced with an inline selector with checkboxes for adding or removing input nodes (replacing the center-modal selector), and a read-only Query section below the Input section with scroll support and an Expand option.

In Advance View mode, the L2 header displays breadcrumb navigation, the Run button label changes to Run SQL, and all other header options are disabled except Run SQL and Publish.

Input/Source UI Updates

Source and input selection across Read and Write nodes is enhanced to use inline single selectors with a “Click to select” placeholder, replacing the center-modal member selector. Only relevant object types are selectable (full color); non-selectable hierarchy items are grayed out. The Update List is enhanced with an inline selector with checkboxes, and dimensions move automatically between Layout and Update List. The workflow details pane closes automatically after creating a new workflow.

Support for Adding Journal Snippets to Boards

Users can now insert Journal Snippets—created from Report or Visual snippets in Journals—directly into boards. These snippets are available for selection when adding snippets to a board.

Supported Actions for Journal Snippets on Boards

• Journal snippets automatically inherit the board’s FA context.
• Journal Snippets can be dragged and repositioned on boards.
• Journal Snippets can be removed as needed.
• Journal snippets included on boards are preserved during workspace export and import.

For more information, see Add Journal Snippets to Boards.

Align Grid Layout Behavior with Sheet Layout

This feature update ensures that Grid Layout behaves consistently with Sheet Layout, particularly when users insert rows or interact with member-selection cells. The objective is to deliver a unified and more intuitive user experience across both layout types and significantly improve data-entry efficiency and accuracy.

Key Enhancements

• Suggestive Member Dropdown

  When inserting a row and typing a member name in Grid Layout, a suggestive dropdown now appears and dynamically filters members based on the user’s input.

• Backspace Member List Behavior

  Pressing Backspace after double-clicking a member cell also displays the full member list.

• Hierarchical Member Selection

  Clicking the dropdown icon beside a member cell now shows members in a hierarchical structure with expand/collapse functionality.

• Metric-Based Input Validation

  Cells now validate input based on the associated metric type, preventing invalid entries.

• Improved Cell Editing Behavior

  Double-clicking a cell positions the cursor at the end of the existing value, allowing users to edit without overwriting.

Key Benefits

• Consistent experience across Grid Layout and Sheet Layout
• Faster and more intuitive data entry
• Reduced errors through smarter validation
• Better navigation for large member lists
• Smoother workflows with predictable interactions