Changelog
Follow up on the latest improvements and updates.
RSS
new
Feature Update
Configurable Views for Incidents
We’ve introduced
Configurable Views for Incidents
, giving you more flexibility in how you interact with your data by providing access to saved filters and table configurations. With this update, you can:
->
Customize your views
by creating new ones, applying and saving filters (including custom fields) to use whenever you select that view. You can also edit existing views and choose to save or discard any changes made to filters, as well as delete views you no longer need.->
Share views across the organization
, so everyone can access the same saved filters and table configurations.->
Organize
and save how data is sorted, whether by name or ID, so the table remains ordered according to your preferred setup.This feature is now available for several data elements. Check the table below to see where it’s currently supported:
Try configuring your custom views for Incidents now!
new
Feature Update
Automations: Update Risk Action
Risk version updates can now be automated with the
Update Risk Action
, keeping your risk versions up to date without manual work. With this update, you can:
-> Set up automations to
update risk versions
, if your triggering element is an Asset, you can loop over it to update an existing risk version. This action allows updates to mitigation custom fields, but you cannot change the strategy (e.g., accept, avoid, transfer risk) and create a new version.->In the
Update Action Drawer
, a form will appear with the fields associated with the selected risk type. It’s necessary to specify a risk type when setting up the automation so it displays the relevant fields, and only the risks of the selected type will be updated when the automation runs. Use the multi-selector to choose which fields to update, enter new values, or leave a field empty to clear the existing data, while unselected fields will remain unchanged.Check the table below to see where the Update Action is currently available and what’s coming soon:
Set up your automation now and test the Update Risk Action to automate risk version updates and streamline your migration process!
new
Feature Update
Configurable Views for Employees, Customers and Assets
We’ve introduced
Configurable Views for
Employees, Customers and Assets
, previously available for Suppliers and Contracts, giving you more flexibility in how you interact with your data by providing access to saved filters and table configurations. With this update, you can:
->
Customize
your views by creating new ones, applying and saving filters (including custom fields) to use whenever you select that view. You can also edit existing views and choose to save or discard any changes made to filters, as well as delete views you no longer need.->
Share views
across the organization, so everyone can access the same saved filters and table configurations.->
Organize
and save how data is sorted, whether by name or ID, so the table remains ordered according to your preferred setup.Try configuring your custom views for Employees, Customers and Assets now!
new
Feature Update
Run code Action in Automations
In response to user feedback, we’ve introduced the
Run Code Action
feature in automations. This feature allows you to write and run custom code directly within your automations, saving you time and enabling complex use cases that were previously manual or difficult to achieve.With this update, you can:
->
Support more complex integrations
and tailored workflows to suit your business processes, such as mapping custom fields between platforms not covered by existing integrations to enable smoother data synchronization.->Use
custom code to calculate values on fields
, such as determining deadlines based on other custom fields inputs.->
Test your code before finalizing the automation set up
, ensuring everything works as expected. If your code encounters an error or generates no results, the platform will display a “no output” message in the action.Go to Automations now to set up your Run Code Action !
new
Feature Update
Configurable Views for Contracts
We’ve introduced Configurable Views for Contracts, previously available for Suppliers, giving you more flexibility in how you interact with your data by providing access to saved filters and table configurations.
With this update, you can:
->
Customize your Contract views
by creating new ones, applying and saving filters (including custom fields) to use whenever you select that view. You can also edit existing views and choose to save or discard any changes made to filters, as well as delete views you no longer need.->
Share views across the organization
, so everyone can access the same saved filters and table configurations.new
Feature Update
Automations: Existing Task Trigger & Update Task Action
Task updates can now be automated with the
Update Task Action
, keeping your tasks data up-to-date without manual work. We’ve also extended the task trigger options to include Existing Task
, in addition to New Task, so you can trigger actions based on existing tasks and use the update action for both new and existing tasks.With this update, you can:
-> Set up automations to
update tasks
, if your triggering element has a data connection to tasks, you can loop over them, currently available for the questionnaire completion trigger. Alternatively, use New or Existing task
as a trigger, allowing automated updates accordingly.->In the
Update Action Drawer
, use the multi-selector to choose which fields to update. A form will appear for the selected fields, where you can enter new values. If you leave a field empty, it will clear the existing data, and unselected fields will remain.Check the table below to see where the 'Update Action' is already available and what’s coming soon:
Set up your automation now and test the new
Existing task trigger
and Update task action
to automate task updates and streamline your task management process!new
Feature Update
Custom Fields for Tasks
Custom fields, which were previously only available for recurring tasks, can now be added to all tasks.
Configure your fields in the Task settings and save the changes!
new
Feature Update
Bulk Actions for Suppliers
In order to improve the management of supplier data, we have introduced Bulk Actions for Suppliers. This feature allows users to select multiple supplier rows at once and apply actions, such as editing or deleting them, reducing the time spent on individual updates.
With this update, you can:
- Select all or multiple suppliers on a page, or all suppliers across all pages, and use the floating action bar for quick actions like editing 'responsible users' or deleting entries. For more detailed updates, open the drawer to modify other specific fields, note that leaving a field value empty will update it to empty.
- Updates for less than 200 suppliers will be applied immediately, while larger updates will be processed in the background to ensure your workflow continues without interruption.
- If updates or deletions are blocked due to approval flows on going or permissions, those rows will be skipped, allowing the process to continue for the remaining entries.
Try it out now, go to your supplier tables and start editing your supplier data in bulk.
improved
Feature Improvement
Users View Improvements
The Users view has been improved for a clearer overview and to simplify users management.
With this update, you can:
- Filter and Sort:Filter users based on whether they are internal company users or external advisors, whether email verification is complete, and whether two-factor authentication is enabled.
- Search and Export:Search for users by name or email and export your user list, just like with other elements in the platform.
Check out these updates now for a clearer view of your users!
The Activity Log feature is now available for:
- Contracts
- Incidents
- Tasks
- Assets
- Systems
This allows you to view a detailed history of changes within these elements, ensuring key actions are documented for a clear and accurate record.
With this update, you can:
- Track Changes: Monitor updates to Default Fields and Custom Fields (calculated fields and repeatable groups coming soon) across your data.
- Identify Responsible Parties: View changes made by both Users and Automations, providing a full audit trail.
This feature has been rolled out for these data elements, with more to come. Check the table below to see where it's already available and what’s coming soon:
To get started, go to 'View Activity' in the options of a specific Contract, Incident, Task, Asset or System and start tracking updates.
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