Article published on the 12th of June, 2025.
With version 4.25, WorkPoint 365 introduces powerful new capabilities and significant improvements across the platform. Most notably, WorkPoint Automate now supports bulk creation of documents, folders, and items from templates in a single step—enabling faster, more efficient processes, especially when creating standardized items and folder structures e.g., on entity creation or stage changes.
This release also delivers major performance upgrades to the WorkPoint Automate engine, including optimized process instance logging to reduce SharePoint resource usage, and enhancements to the Search Form step for better template handling and user control. Additionally, a broad set of stability and usability fixes have been applied throughout the system, improving everything from site provisioning and security replication to user interface behaviors and process reliability.
Together, these updates reinforce WorkPoint 365’s ongoing focus on automation efficiency, customization, and system stability.
New Features
Create documents, folders and items step
With the introducing of the new step to WorkPoint Automate, "Create documents, folders and items", it is now possible to create multiple items in one go in WorkPoint Automate processes. For example, it enables users to select a set of documents templates and document sets containing templates like so:
And use that selection to create all documents from templates and document sets in one step:

This functionality is best known for it's usage when creating multiple documents or items, such as tasks, based on templates. This could, for example, be used for creating a set of tasks from templates when a project transitions into a specific stage.
You can read more about this step in this article, and various use examples in this article.
Improvements
- Customize General teams channel: It is now possible to customize the name of the General channel being provisioned with teamifying an entity site in WorkPoint. When a master site is teamified, a channel called "General" is automatically created for it. Renaming this channel will ensure that new teams created from that master site uses the updated name for their General channels as well.
- Process scaling: The WorkPoint Automate process engine has been improved to provide better performance when running processes. Processes instances writing to WorkPoint Process Instances list is optimized to limit the number of calls to SharePoint, and thereby the number of resource units spent during processes executions. This change affects users who have previously accessed the WorkPoint Process Instances list to debug processes, as processes might not exist as items in that list until process completion or failure. However, the same information that was previously available in the WorkPoint Process Instances list can still be found when inspecting a process's history inside the Process Builder.
- Search form: The Search Form step in WorkPoint Automate now has two additional options in the "Target" tab, which are relevant if you are using this step to select templates for creation later in the process:

The "Add an existing template tag to search results" is a Yes/No field. if enabled, the form will show a small "Exists" tag for each template which already has an instance in the target location, specified in the Target fields below. The "Exists" tag looks like the following:
The "Enable the 'Allow multiple instances' feature in WorkPoint templates" field is also a Yes/No field. If disabled, users will always be able to select any document template, regardless of whether the template already has an instance in the target location. If enabled, whether users can select a specific document template in the form depends on two things; The first being the value of the "Allow multiple instances" column for that item in the template library, and the second being whether an instance of that template already exists in the target location.
For example, in this template library, we have a set of Task templates, some of which has Allow multiple instance set to "No":

On our Project site, we have already created these five tasks from the templates:

If we run our process to create tasks from templates, we can not select the task templates which have already been used, and therefore have an instance in the target location:
Bug fixes
- Stage Constraint Issue: Fixed an issue where editing and saving a stage constraint did not correctly apply the new settings even though it appeared to do so.
- Search Scope On Search Forms Issue: Fixed an issue where search settings with a result group using the "Current entity and below" used in a WorkPoint Automate Search Form did not return any results if searching within a non-Master entity/site.
- Date Formatting In Express Panel: Fixed an issue where the Express panel sometimes displayed wrong date formats.
- Date/Time Values Shifted: Fixed an issue where Date and time values copied using the Copy Content API was shifted by a day due to time zone issues.
- UI Issue On Copy Entity Forms: Fixed an issue where checking the "Reset to template" option for a row in Copy entity forms did not automatically also check the "Content" and "Folder" options for the row.
- Unnecessary Fields Tab On Stage Form: Fixed an issue where the Stage form step in the process builder showed a tab for "Fields", even though fields are not displayed when the step is running in an active process. The tab has been removed.
- Inconsistent Adaptive Expression Handling: Fixed an issue where System process adaptive expressions did not always return same results as in User processes.
- Notification creation fixed: Resolved an issue where errors occurred during notification creation.
- Enforced syncing rules for site content types: Addressed an issue where site column deselection during site content type sync was not enforced.
- Improved site and buffer site creation: Resolved failures in site creation caused by large lists on master sites.
- Copy entity job stability improvements: Fixed a failure occurring during copy entity job execution.
- SharePoint group sync failure resolved: Fixed group sync issues related to bucket sites when the root site title was in the group name.
- Site creation bug fixed: Resolved failures occurring during site creation due to invalid field names.
- Master Site Search Settings: Fixed issue where changes to search settings on master sites were not applied to new buffer sites during creation or synchronization, ensuring updated search configurations are propagated correctly.
- Buffer site search settings update: Ensured buffer sites are updated with the current search settings upon recreation.
- Notification dependency fixed: Addressed a bug with notifications where counts were not fetched successfully.
- Enhanced job queue management: Fixed an issue preventing the deletion of failed jobs in the WorkPoint Job Queue.
- Restricted site creation: Prevented site creation on OneSite modules when the master site is a sub-site.
- Corrected timestamp formatting in logs: Fixed incorrect formatting in timestamps within logging URLs.
- Security replication user limit resolved: Security replication no longer stops if more than 3 users can’t be resolved (e.g., deleted or deactivated in Entra/AAD). Deleted and disabled users in are now ignored on new entities and when performing synchronizations.
- Job cancellation stability improved: Resolved failures where jobs were not getting canceled as expected.
- Enhanced stage management: Improved logic and data passing for stage management.
- Document creation error fixed: Addressed missing error messages when creating documents from templates with required fields.
- Search improvement: Corrected an issue´when performing a tenant-wide search via the search form step.
- Fixed column disappearing in copy entity form: Resolved an issue where a locked content column would disappear in the copy entity form.
- Clarified connection requirements in Automate: Improved messaging for connection requirements in WorkPoint Automate.
- Template group selector enabled: Fixed an issue where the template group selector was always disabled in the Standard Document Creation process.
- Process persistence issue fixed: Resolved an error where some processes continued to run unnecessarily when resetting to templates.
- New default process compatible with entity commands: Fixed the edit entity command button not rendering when using a new default process.
- Document creation from templates fixed: Resolved an issue causing failures when creating documents from templates involving folder selection.
- Process not returning results: Fixed an issue where processes failed to return results due to lookup values with special characters and list size constraints.
- Security Rules Enforcement on Entity Creation: Resolved an issue where security rules in specific circumstances were not applied if acquiring the security folder lock failed during entity creation, ensuring consistent permission handling.
- Site Collection Admin Validation in WP Admin: Fixed an issue where site collection admin validation was incorrectly shared across solutions in the same browser session, ensuring admin checks are solution-specific.
- GetProcessInstanceListItem API problem: Fixed issue where GetProcessInstanceListItem failed with "Item does not exist" when triggered from process API.
- WorkPoint Installation With Site.Selected Permissions: Fixed installation issue that prevented WorkPoint solutions from being installed using the Sites.Selected architecture.
- Performance improvement: Improved performance for site creation by preventing PnP tokenparser from loading all term groups in the tenant during site collection provisioning.
- Null Reference in ProcessInstance: Handled exception in ProcessInstance.Fail to avoid null reference errors during process web jobs.
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