2026.10.17.4 — Artha single review opens the guided form

Review & approve for one create, update, or delete on a live type opens the guided form dialog, prefilled from what Artha staged.

Version 2026.10.17.4 · Last reviewed 2026-10-17

Summary

  • For Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, Public Provident Fund, and Employee Provident Fund, Review & approve on a single staged create, update, or delete opens the same guided form dialog used for manual entry — prefilled from what Artha staged
  • Create lets you confirm or edit the fields before save; update keeps edits only on the staged patch fields; delete confirms the record and ignores form edits; cancel returns to the chat with nothing written
  • Updates and deletes no longer apply from the workflow card without opening that review dialog
  • Bulk Review & approve (many creates at once) is unchanged

Who it affects

  • Anyone who reviews a single Artha-proposed create, update, or delete on a live investment type

Action required

None. Open Review & approve as before — you will see the guided form dialog for single changes.

Previous2026.10.17.5 — Bulk delete on the seven live investment tablesSelect many Bank, Stocks, US Stocks, Mutual Funds, FD, PPF, or EPF rows, review one delete, then remove them in a single request.Next2026.10.17.3 — USD/INR rate as of shows a readable dateHover rate as of uses a short calendar date like 17 Oct 2026 on Wealth, US Stocks, Activity, and Artha.