September 2024 Updates

v. 2024.9.0, 2024.9.1, & 2024.9.2

Features

• SharePoint Integration for Attachment Field File Picker: Similar to our integration with Google Drive, our SharePoint integration aims to streamline document management within the platform! We've introduced a file picker for users to directly access and manage documents stored in SharePoint within Attachment Fields. Please see How to use Sharepoint Integration with Attachment Fields for further details.
  
  
• New Workflow Type - Control Framework: You may notice that we've added an additional Workflow Type property within the advanced Workflow settings titled Control Framework. This additional property can only be edited by your LogicGate account team, and serves as a stepping stone to support future Risk Cloud capabilities like control gap analysis. No action is needed by you or your team at this time. Please see Workflow Types for further details.

• Bulk Update Record-Level Access: We've expanded the functionality of Bulk Update Fields by allowing users to update Record-level access (User Groups and Users) for multiple Records at once. This new feature addresses common pain points, such as when records are imported to Risk Cloud in bulk or when access permissions need to be adjusted due to organizational changes (e.g., new teams, roles, or access restrictions). Please see Bulk Update Fields for further details.

• Underlined Links Across the Platform: We've improved our user interface across all Applications by formatting any clickable link with an underline, in addition to the link name displaying in a blue font. This will make it easier for all users to distinguish links within text as separate from the rest of the text body.

• Linked Records Visual Improvement: We've changed the default view of the Linked Records table within the Record page. Users will now see the View Linked Records tab as their default view, rather than Browse All. This change will help users see all linked Records at a glance, creating a more intuitive experience.

• Triple-Column Display for Subsections Within A Step (Read-Only): You will now be able to view Read-Only Fields in a three-column arrangement when UXRI is enabled. Note that this feature is designed to be a more comprehensive way to view this data, and is not a way to create multiple columns of editable fields. Please see our article on Create Read-Only Subsections and Display Multiple Columns in a Step for further details.
  
  
• Cross-Workflow Calculations - Multiple Step Values: You can now reference the same cross-workflow field multiple times within a single calculation so that each step's unique value is referenced accordingly. Learn more about setting up cross-workflow calculations in this article.

Upcoming

• Text Concatenation Fields: We are excited to announce that the general release for Text Concatenation Fields is scheduled for October 2024! In the meantime, we have an open beta for this feature which is available for all customers. Please reach out directly to the LogicGate Product Support group to enable this feature in your environment. For further details on this feature, please see Text Concatenation Fields.

New and Updated Content

GRC Content

• Gramm-Leach-Bliley Act (GLBA): This regulation includes three main “rules” to help guide financial institutions in understanding what data must be protected, specific measures that must be taken to comply, and prevent as many instances of unauthorized access as possible.

You can visit Risk Cloud Exchange, Risk Crowd, or connect with your LogicGate team member for more information and to get started with any of this material!