Bolster process and platform adoption across your organization with a new and improved Record experience. From progress tracking to collaborating in the comments, stakeholders will be empowered to complete Records more quickly and seamlessly.
Learn how Epiq, a global technology-enabled services leader, is leveraging the reimagined Record experience to optimize their GRC processes in the 2-minute video above.
Article Overview
This articles serves as a starting point to explore the many features included in Risk Cloud's reimagined Record experience and will be updated periodically to include the latest available features. The features detailed in this article are already available to 1) customers that implemented Risk Cloud on or after Oct 30, 2023 or 2) previously existing customers that participated in our Early Adopter Program.
Contact your Account Team to discuss enabling the reimagined Record experience in your environment, if it is not already, before the Legacy Record experience is retired.
“LogicGate Risk Cloud’s user experience is second to none — reference customers consistently gave it their highest rating compared with other vendors.”
The Forrester Wave™: Governance, Risk, And Compliance Platforms, Q4 2023
Reimagined Record Experience - What's Included?
As of April 2024, the reimagined Record experience includes a variety of improvements that impact how end users complete forms:
- Simplified, single-column layout
- Navigation panel
- Progress indicators
- Comments panel
- Guided form completion (updated with additional features in March 2024!)
- Progress indicator update: Linked record support
- Record Access
- Subsection Guidance
- Select Guidance
- Enhanced Comment Notifications
- Show/Hide Field Guidance
- Duplicate Page
- Repository Subsections - two column
- Repository Subsections - triple column
- Step Builder Preview
- Record History
- Comment Mentions
- Linked Records Preview Panel
- Duplicate Prevention
- Table Report Record Linking
Simplified, Single-Column Layout [October 2023]
This reimagined Record layout follows user experience best practices — providing a more intuitive, distraction-free experience while ensuring users follow the correct order when completing sections of a Record.
Navigation Panel [October 2023]
The navigation panel helps users quickly navigate through the different sections and subsections of a Record, identifying required fields along the way.
Progress Indicators [October 2023]
Shown in our new navigation panel, these progress indicators will help end users gauge how much effort is required to complete their Record so they can appropriately plan their remaining work and ensure deadlines are met.
Comments Panel [October 2023]
This newly formatted section will allow users to read and leave comments as they edit a Record, allowing them to collaborate more easily.
Guided Form Completion [January 2024]
This new visual indicator will guide the end user to the next required field that demands attention. It will help users quickly navigate through forms that have extensive optional or read-only fields
In March 2024, Guided Form Completion was integrated with the footer - now, when a user clicks the 'Incomplete Required Fields' notification on the bottom bar, the page and visual indicator will automatically scroll to the next required field:
Progress Indicator Update: Linked Record Support [January 2024]
The January 2024 release includes an enhancement to the previously mentioned progress indicators. As a part of a Record, end users may be required to complete any number of linked Records. Moving froward, the progress bar will include and reflect progress on these linked Records. As individual linked Records are completed, the progress bar will be incremented.
Subsection Guidance [March 2024]
The March 2024 release includes a rich text field under every subsection header that can store read-only guidance, replacing read-only sections. This feature can benefit end users by:
- Positioning guidance closer to the relevant fields, eliminating unnecessary scrolling and confusion
- Eliminating duplicate section headings on the outline, providing a cleaner, easier-to-use navigation panel
Step-by-step configuration instructions for Subsection Guidance can be found here.
Record Access [April 2024]
Individual Record Access has been moved from the record header (where it lived in the Legacy UI) to the side panel. To read more about this feature, check out our article about Getting Started with User Groups!
Select Guidance [April 2024]
The Select Guidance feature gives builders the ability to position select guidance directly in-line with the select option:
Using this feature can help builders eliminate confusion for end-user experience by placing guidance closer to the end user action, and will also decreases the amount of required scrolling on the page.
To learn more about configuring this feature, see our article Create Fields, and navigate to the section titled "Adding Values in Select, Multi Select, and Checkbox Fields"
Enhanced Comment Notifications [April 2024]
We've added notifications on the comment side panel to alert end users that there are unread comments on the record!
After a new comment is added, there will be a red dot next to the comments icon on the collapsed side panel. The indicator will also be displayed next to new comments.
Not only does this indicator alert end users of new comments, but it integrates seamlessly with our existing global notifications!
Display/Hide Field Guidance for Read-Only Fields [May 2024]
We've introduced a new icon to read-only fields that allows builders to control when Field Guidance is displayed:
If a field is configured as read only, field guidance will be hidden by default. To display field guidance on a read only field, click the new guidance icon (pointed out by the arrow in the above image).
Duplicate Page [June 2024]
In order to optimize steps for the new record experience, we recommend that builders break steps into multiple pages. We understand that can be a tedious process, so we introduced the Duplicate Page feature! This allows builders to copy pages to any step in a workflow. To learn more, check out article on Multi-Page Steps!
The initial iteration of this feature will not be available for steps that include an Automated Evidence Collection section.
Repository Subsections (Multicolumn View) [August 2024]
By creating a Read-Only subsection, you can presenting information in a two column format, making it easier to digest large amounts of data. This feature is designed specifically for Repository steps where records are active, but no longer being moved through a workflow.
Repository Subsections Part 2: Triple Column View [September 2024]
Read-only subsections have been updated to include up to three columns!
Step Builder Preview [January 2025]
Now builders have the ability to preview steps as they build! A new 'Preview Record' button has been introduced in the top right corner of the step builder. More information here.
Clicking this button will display a preview of what a record on the current step will look like:
Record History [February 2025]
A new 'History' icon has been added to the right side panel:
Clicking this icon will display a list of recent changes to fields, as well as recent changes to the record:
Check out the dedicate Record History help center article to learn more!
Tag users in comments [April 2025]
Use the @ sign to notify a user!
Note: Ability to tag a user when editing an existing comment will be included in a subsequent release.
Linked Record Preview Panel [April 2025]
Preview a linked record before navigating to it! See this article for more details.
Guidance for Linked Workflows and Relationship Reports [April 2025]
Linked Workflows and Relationship Reports now have built-in rich text guidance fields! Use these fields to positioning guidance closer to linked workflows/relationship reports, eliminating unnecessary scrolling and confusion.
Record Page:
Step Builder:
Duplicate Prevention [May 2025]
Customers often want to stop end users from creating records for unique, non-primary fields (Tax IDs, Vendor IDs, etc) that already exists in the system. Duplicate prevention is a new field-level validation that checks to see if the field value already exists for another record in the workflow.
To activate, check the 'Restrict users from entering existing values' box. For more information, see the Help Center Article on Create Fields.
Table Report Record Link [December 2025]
Linked Workflow Sections now support Table Reports, replacing the legacy Layout-based approach with a more powerful, intuitive experience!
End users can filter and search to find the right records, select multiple records at once, and even edit linked records inline—all without navigating away from their current task. Builders benefit too: instead of creating and maintaining separate Layouts, you can leverage existing Table Reports with pre-defined filters and sorting.
To activate, navigate to the Step Builder, add or edit a Linked Workflow Section, and select a Table Report from the dropdown. New Linked Workflow Sections default to Table Report mode, but you can switch back to Layouts if needed.
Click here to learn more about Table Report Record Linking!
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Ready to enable the reimagined Record experience? Connect with your Account Team to identify next steps and address any questions!
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Reimagined Record Experience - What's Next?
Our product teams will continue to roll out enhancements to our reimagined Record experience throughout 2024. The next immediate areas of focus include:
- A new experience for Linking Records
- A way to view, filter, and search through tables on the record page