Changelog

Follow up on the latest improvements and updates.

RSS

You now have more control over how empty rows are handled in data reports. Previously, all empty rows were automatically removed, now, you can choose to keep them if needed. By default, existing reports will continue removing empty rows unless you update this setting.
With this update, you can:
→ Select between 'Do nothing (keep empty rows)' or 'Remove empty rows' within the report.
CleanShot 2025-04-02 at 14
Use case:
This feature is particularly useful for B_99.01 within the Register of Information, where the row must be retained even if no explanation is provided, otherwise, it results in an error.
In addition to the previously announced functions for numeric fields, you can now use functions to
calculate the probability and consequence of risks
, allowing you to create more advanced formulas. These can be configured within the Risk Settings of a specific risk type, under the Consequence and Formulas sections.
With this update, you can:
→ Use maximum, minimum, and average functions, either by typing them out or selecting them from the dropdown.
CleanShot 2025-04-02 at 14
→ Combine numbers, expressions, other fields, and even form function fields in your formula, with each field separated by commas.
Try it now and create more complex calculations using functions for your risk's consequence and probability!
You now have more precision over how to handle duplicated rows when combining specific columns. Previously, you could only remove duplicates across all columns, but now you can choose specific combinations. This feature provides greater flexibility and accuracy in your data reports.
With this update, you can:
→ Select which specific columns should be checked for duplicate rows and removed. If a combination of the selected columns is not unique, the row will be removed, ensuring your data remains accurate and free of duplicated values.
Use case:
This feature was particularly needed for the report B_02.02 within the Register of Information.
CleanShot 2025-04-01 at 14
You can now configure dynamic attributes in XML reports and include the report generation date as a column value across all report formats, allowing for more structured and relevant data output.
With this update, you can:
→ Configure attributes in XML reports based on different model properties, such as conditions or mappings.
→ Add the report generation date as a column value in CSV, Excel, XML, and JSON reports.
CleanShot 2025-04-01 at 11
Similar to the most recent update on custom fields, you can now create conditional options in data reports, ensuring that only relevant options are displayed in a cell of a data report.This allows you to be more precise in controlling the output of your data reports.
With this update, you can:
→ Define which options should appear in a data report cell based on the limits you set. This filter does not determine which entities (rows) are included in the report; instead, it ensures that only relevant options are displayed within a column.
CleanShot 2025-04-01 at 11

new

Feature Update

Company entities

Formalize now includes a new element within the account section: Company Entities. This feature allows for segmentation within large organizations, making it easier to manage and report data based on different entities.
With this update, you can:
→ Create as many entities as needed and create custom fields for each entity within settings based on the specific needs of that company.
CleanShot 2025-03-31 at 18
→ Filter your data reports by entity, allowing you to segment and generate reports on specific entities within your organization.
Go to the company entities section now and segment your organization!
You can now create conditional options in custom fields, ensuring that users only see relevant options based on their previous selections. This feature gives you better control over the options available and helps reduce errors when users fill out information.
With this update, you can:
→ Define options that should appear in multiple select fields based on selected values in other custom fields.
→ Have multiple option group conditions, and when all are met, the options will merge, or display all options as usual if no option groups are set up.
CleanShot 2025-03-31 at 17
Go to your settings and set up your own conditions within custom fields now!

new

Feature Update

Export data update

You can now export data more efficiently, as exports will be processed in the background.
With this update, you can:
->Continue working while exporting data from elements like assets and incidents, as the exporting process runs in the background.
->Receive an email with a link to download the file once the export is ready.
CleanShot 2025-03-31 at 17
Try it now and export your data without disruptions and get notified by email once it’s ready!

new

Feature Update

Public API: Roles

You can now manage roles more efficiently through the public API and easily configure it in the API tokens.
With this update, you can:
→ Get roles, this allows you to retrieve a paginated list of roles.
→ Assign responsible roles to contracts, inside of the "Update Contract" section.
CleanShot 2025-03-31 at 16
Read more about it here: Formalize Public API documentation

new

Feature Update

Ultimate parent supplier

You can now connect suppliers to their
ultimate parent
, making it easier to manage complex supply chains and track supplier hierarchies.
CleanShot 2025-03-14 at 16
With this update, you can:
→ Keep the field empty or connect it to the ultimate parent supplier.
→ Track the ultimate parent in your suppliers table view and on dashboards.
Try it now and easily associate your sub-suppliers with their ultimate parent!
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