---
title: "IDI Platform Version 26.2 Details"
slug: "idi-platform-version-26-2-details"
updated: 2026-05-09T16:46:48Z
published: 2026-05-19T16:02:29Z
canonical: "help.idibilling.com/idi-platform-version-26-2-details"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# IDI Platform Version 26.2 Details

#### [IDI Platform Version 26.2 Core Bulletin](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/IDI-Solution-26.2-Core-Release-Bulletin-1(2).pdf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A21%3A45Z&se=2026-11-14T11%3A21%3A45Z&sr=c&sp=r&sig=xcOKlDZXQd%2FrXPBT9U%2BWwd7hMLi45Wx8jkzDevWgoEQ%3D)

#### Change Orders

| **Functional Area** | **AR/FR** | **Description** |
| --- | --- | --- |
| Orders | FR 3735 & 3736 | **Enhancements to ActivityCenter clarify Workflow presentation** - **Workflow instance name** replaces Workflow definition as the Workflow label. This follows the naming standard used in Workflow, providing consistency across applications. - **Root Workflow status** is now displayed in the Activity Center, providing additional context for the workflow’s current state. |
| Orders | AR 9517 | **Constraints for adding a service whose start date is before the account establish date** This AR will provide Orders enhancements over several releases. This release lets you choose whether to have constraints for adding a service when its start date is earlier than the account establish date. You can choose to allow, prevent, or allow with a warning. |
| Field Service Management | FR 3670 | **Miscellaneous enhancements** - Added a new permission to the Workflow Admin role for *ManageAppointments*. - Added Region field to the Site display, To be released in the next FSM deployment in February 2026. |
| Workflow | FR 3670 | **JSON Editor for Extended Data key/value pairs** To be released in the next Workflow deployment in February 2026. |
| Workflow | N/A | **New Workflow Actions** - Save Extended Data - Send Workflow Signal To be released in the next Workflow deployment in February 2026. |

#### Resolved Known Issues

| Functional Area | PR | Description |
| --- | --- | --- |
| Customer Management – E911 | 85013 | **Sent batches incorrectly shown as unsent** The Automated E911 File Generation script was updated to no longer mark *sent* records as *unsent*. |
| Customer Management | 85080 | **Modify prospect issue** The Customer Modified trigger no longer includes irrelevant fields that were causing errors when modifying a prospect. |
| Tickets | 85042 | **Attribute date displays when it’s not selected and updated** The attribute date no longer auto-populates when users do not select it. |
| Billing | 85052 | **MissingPDF** This fixes an issue where the PDF Invoice Upload was marking *Upload Job Complete* to true for bill periods when there were invoices that are not uploaded properly. |
| Orders | 85053 | **Bill payment issue with Starting Blocks that lack a default register** Orders no longer displays a *No Tender Types* error when users manually select a properly configured register and use a Starting Block that allows Bill Payment. |
| Customer Portal | 85058 | **Attempt to impersonate an account fails** Customer Portal User Impersonation was updated to no longer require unnecessary permissions to successfully complete the impersonation. |
| Customer Portal | 85062 | **Users Page loading improvement** The Users page was updated to load more quickly. |
| Inventory | 85074 | **Edit Assigned Equipment dialog only shows first 100 results** This dialog was updated to allow more than 100 results. |
| AdvancePay | 85007 | **Auto Renewal using a different payment processor than Paymentus** AdvancePay in Customer Care was updated to always use the Paymentus payment processor even if POS Location configuration includes a different payment processor. |
| General Ledger | 85064 | **Issue when processing Paymentus tender type** General Ledger Daily Request processing was updated to no longer error when processing a posting that uses the Paymentus tender type. |
| Workflow | 85076 | **Unable to re-run complete Workflow tasks** Fixed an issue where completed Workflow tasks could not be re-run. Now users can re-run completed tasks where the Workflow has yet to complete. |

#### Platform System Deployment Updates:

| **Module** | **Target Deployment Updates** |
| --- | --- |
| Customer Portal | 02/18/2026 |
| Field Service Management | 02/18/2026 |
| Workflow | 02/18/2026 |