June 2026
This article describes the significant feature enhancements in JustPerform v26.06.
Conversations
This release introduces Conversations, a collaborative discussion layer embedded directly in JustPerform. Users can right-click any spreadsheet cell or report to open a contextual thread anchored to that data, collaborate with teammates using @mentions, and engage the built-in Lineos AI assistant for on-demand analysis and summaries.
With Conversations, users no longer need to take discussions outside the application -- to emails, chat messages, or separate meetings -- only to lose the connection between the conversation and the data that prompted it. Every thread is anchored directly to the cell or report being reviewed, keeping context intact alongside the data.
The Conversations panel is available in three display modes -- floating panel, side panel, and full-screen -- and supports direct chats with workspace users or Lineos Support, thread filtering, data snapshots, notifications, and search.
For more information, see Conversations.
Enhancements to Related Pages
The Related Pages feature is enhanced across three areas: a universal page picker, generic context passing for all page types, and support for journal snippets as a source and target.
Universal Page Picker
The page picker is enhanced to include all navigable page types in JustPerform. Users can now add any page accessible in the Explore pane as a related page -- including sheets, snippets of all types (sheet-based, journal, transaction table, remote table), boards, processes, applications, and functional areas. Previously, selection was limited to remote tables, dimension sheets, and snippets. Only pages the current user has access to appear in the picker.
Generic Context Passing
Context passing configuration is enhanced to work with all page types that support dimensional context, not only sheet-based snippets. When a context-capable page is added as a related page, the filter editor displays the dimensions available on the target page. For each dimension, the model builder selects one of three modes: Fixed Member (always passes a specified member), Cell Context (passes the dimension member from the drilled cell), or FA Context (passes the active functional area context value). Pages that do not support context parameters -- such as processes or applications -- display only a preview link and open in a new tab with no additional parameters.
Journal Snippet Support
Related Pages can now be configured on journal snippets. A journal snippet can serve as both a source and a target of a drill-through. When a journal snippet is the source, right-clicking a cell shows the Drill Through option if related pages are configured. The target opens in a new tab in the same browser.
Enhancements to Transaction Tables
This release introduces two enhancements to transaction tables: the ability to import data directly from a Task, and a new header-level control for adding rows.
Import Data to Transaction Table from Task
Users can now import data into a transaction table directly from a Task. A new Transaction Table Actions category is available under Calculations & Data Flow, containing an Upload File action. Previously, users were required to navigate to the transaction table to initiate an import.
At configuration, users select the target transaction table and set a dimension filter mode for each global dimension: Context (resolved at runtime), User Selection (prompted at execution), or Member (fixed). At execution, users upload one or more .csv or .xlsx files and click Calculate. Import results -- including a per-metric record count -- appear in Task Log Details and in the Event Log.
For more information see Transaction Tables.
Transaction Table -- Add Rows from L2 Header
A + button is now available on the L2 header of the transaction table. Clicking it opens a dialog where users enter the number of rows to add. The new button complements the existing Insert Rows Below right-click option and aligns the transaction table with the insert behavior already available in sheets.
For more information see Transaction Tables.
Dimension Members Paste Validation -- Consolidated Error Dialog
The paste validation in the Dimension Members grid is enhanced to consolidate all errors into a single dialog. The dialog displays the validation rule that was violated and lists every affected row number -- for example, "Please enter ID with no special characters. Rows: 2, 3, 4, 5, 6, 7, 8" -- so users can review and correct all issues at once, instead of dismissing a separate blocking dialog for each row in error.
Controlled Dropdown & Input Behavior Based on Preferences
This enhancement improves how dropdown interactions and member selection work in Sheets, Snippets, and Grid, ensuring that column values are populated correctly based on the user's display preferences (ID only, Description only, or ID–Description combined).
Key Changes
Dropdowns restricted to Key Fields only. The dropdown icon, suggestive search, and double-click backspace behavior are now available exclusively on Key Fields.
Preference-driven column population. When a user selects a member from a dropdown, only the relevant value is inserted into the appropriate column based on the active preference: the ID value goes into the ID column, the Description value goes into the Description column, and the combined value populates a single combined column.
Dropdown list still shows full information. While column values are restricted by the preference setting, the dropdown menu itself continues to display combined ID–Description information for easier member selection.
Consistent behavior across all surfaces. The updated behavior applies uniformly across Sheet, Snippets, and Grid, for both default and newly inserted rows/columns, and across Standard, Shared Row, and Column Axis layout types.
Metric fields unchanged. Dropdown behavior for Metric fields remains exactly as before; only Key Field restrictions are new.
Resolved Issues in June 2026
Issue |
Resolution |
|---|---|
A snippet's row or height appears expanded before the snippet is published. |
A snippet's row or height no longer appears expanded before the snippet is published. |
Ampersand characters stored in existing data render as & instead of &. |
Ampersand characters stored incorrectly as & in previously tampered data now render correctly. |
Ampersand characters in Task and Task Group names do not display correctly. |
Ampersand characters in Task and Task Group names now display correctly. |
A duplicate reloadReportData call causes only one snippet to update when multiple snippets are present on the same worksheet. |
A duplicate reloadReportData call no longer causes only one snippet to update when multiple snippets are present on the same worksheet. |
The Clear Sheet Data action in the Excel Task Activity does not execute correctly. |
The Clear Sheet Data action in the Excel Task Activity now executes correctly. |
PDF export is not working for sheets and snippets. |
PDF export for sheets and snippets is restored and functions correctly. |