FAQs & Troubleshooting

Szuyin Leow avatar Amrutha Sivakumar avatar Mary Beth Mathias avatar +10
21 articles in this collection
Written by Szuyin Leow, Amrutha Sivakumar, Mary Beth Mathias and 10 others

Why can I not see the Resource Center in my Risk Cloud environment?

Learn why you may not be able to access the Resource Center
Amrutha Sivakumar avatar
Written by Amrutha Sivakumar
Updated over a week ago

Home Screen Frequently Asked Questions

Common questions and pitfalls when using the Home screen.
Chris Clarke avatar
Written by Chris Clarke
Updated over a week ago

How do I Prioritize Feedback?

How to review existing Pendo Feedback requests and update your prioritized features
Grace Miller avatar
Written by Grace Miller
Updated over a week ago

How do I duplicate a Record?

Description of the steps required to duplicate a Record
Charlie Meyer avatar
Written by Charlie Meyer
Updated over a week ago

How do I Receive Release Notifications?

Learn how you can configure Release Notification Preferences
Charlie Meyer avatar
Written by Charlie Meyer
Updated over a week ago

Which file types are not supported for attachment uploads?

Learn which file types are unable to be uploaded to an attachment field
Luis Cruz avatar
Written by Luis Cruz
Updated over a week ago

How do I Submit Feedback?

Provide customer feedback and feature requests through our Pendo Resource Center
Grace Miller avatar
Written by Grace Miller
Updated over a week ago

Which web browsers are supported by Risk Cloud?

Learn more about which web browsers are supported by Risk Cloud
Luis Cruz avatar
Written by Luis Cruz
Updated over a week ago

Can I add comments or notes to my records?

Adding comments or notes to your records via the Comments feature or Text Area Fields
Mary Beth Mathias avatar
Written by Mary Beth Mathias
Updated over a week ago

How to Clear Browser Cache

How to clear cache to resolve browser related issues that are affecting Risk Cloud's performance
Ethan Ratnowsky avatar
Written by Ethan Ratnowsky
Updated over a week ago

When to edit an Application, Workflow, or Step?

Relevant settings for each "building block" of LogicGate
Mary Beth Mathias avatar
Written by Mary Beth Mathias
Updated over a week ago

Why can't I see certain records in my Work Queue?

How to troubleshoot your Work Queue dashboard and gain access to records you want to view
Mary Beth Mathias avatar
Written by Mary Beth Mathias
Updated over a week ago

Will I lose any data by deleting a Step?

How to save your data when deleting a Step in your Workflow
Paige Stark avatar
Written by Paige Stark
Updated over a week ago

How do I re-route a Record to a different Step in my Workflow?

How to send an assessment back to a vendor to request for more information or send an assignment back to a previous Step for updates.
Emily Affinito avatar
Written by Emily Affinito
Updated over a week ago

Why is my Calculation Field not working or calculating properly?

How to troubleshoot a Calculation Field that is showing an incorrect Roll-Up Calculation
Dylan Kelly avatar
Written by Dylan Kelly
Updated over a week ago

Can I drag and drop attachments directly from an email to Risk Cloud?

Attachments can not be directly dragged and dropped from an email to Risk Cloud
Khakie Nies avatar
Written by Khakie Nies
Updated over a week ago

An external email assignee didn't receive or can't find the email that should have been sent to them - how can I resend the link?

How to find the tokenized link to an externally assigned Record that can be used by an external user to access their Record
Szuyin Leow avatar
Written by Szuyin Leow
Updated over a week ago

How Do I Save My Work?

C
Written by Christine Herald
Updated over a week ago

Why is an Application not showing up in my Work Queue?

Why you may not be able to see an applications in your Work Queue -- and how to "find" the "missing" Application
Szuyin Leow avatar
Written by Szuyin Leow
Updated over a week ago

My Select or Multi Select field has long text values that are getting cut-off. How can I get them to show?

What to do if your answer choices are too long to be fully displayed (regardless of screen size or zoom settings)
Szuyin Leow avatar
Written by Szuyin Leow
Updated over a week ago

Why is my item not showing a "COMPLETE" status when it is in an End Step?

Explanation of why items that have been "completed" and are in an End Step might not be showing the correct "COMPLETE" status
Szuyin Leow avatar
Written by Szuyin Leow
Updated over a week ago