Results and Storyboards release notes

Contact book integration in Results app

The contact book can be now accessed from the following pages:

• Triggering action questionnaires Select users from the contact book in the email field for questionnaire trigger. Learn more

• Processing records Select users from the contact book as email recipients when sending questionnaires through the Send Questionnaire panel. Learn more

Contact book integration in Results app

A new Enable the Contact Book checkbox is available for email-type questions. When you enable it during setup, the respondents with required access can choose contact book users from the dropdown list or manually enter the email ID in the text field.

This feature is rolled out sequentially on the Results process panel and the Results trigger.

Restrict questionnaire anonymous links access

You can now restrict access to the anonymous links for event report and survey tables questionnaires, limiting them to specific user (Launchpad and Workflow) groups. This enhancement allows you to securely share these links while still providing the flexibility to share them with anyone, if required.

Learn more

Enhancements in email notification service

• Custom domain configuration: You can now send email notifications for Results and Storyboards from your own domain, ensuring DMARC compliance. For assistance, contact your Diligent representative.
• Template upgrades: The templates for notifications are enhanced for scenarios such as record assignments and storyboard sharing. These templates offer a better look, have reorganized content, and the action buttons are easier to find.

  Note

  The template upgrade can affect email rules. Review and adjust the rules based on the subject or body text.

New metadata fields in Control performance > Control tasks table

We've added the following metadata fields to the Control tasks table in Control performance analysis:

Control Owner, Control Owner Email, Frequency, Control Method, Prevent or Detect, Control Type.

Custom sort order for the questionnaire records

You can now apply a custom sort order to the questionnaire records when you send them to participants for certification.

You can apply the sort order in the corresponding Results app table, and this order is applied to the records when they are sent in an email notification.

If you do not apply any order, then the records are sorted based on the record IDs in the Results table.

Learn more

Introducing search bars for efficient user management

We've added a search bar to the following pages in the Results and Storyboards apps:

• Results home page > Settings > Users > Manage Users

• Results home page > Individual collection > Members > Manage collection members

• Storyboards home page > Individual storyboard > Storyboard Sharing > Users > Current Users

These search bars facilitate easy user lookup, particularly beneficial when managing a large number of users within the organization.

Assign records through Workflow group from field in Triggers

In the Trigger configuration window, we've added a new option to assign records: Workflow group from field.

This option enables you to choose a table field to search for a workflow group name. If a valid workflow group is identified in that field, the record is assigned to that specific workflow group.

Learn more

Introducing the ability to stop and start the auto-publishing of Results app data - We have added the ability to ensure that the most up-to-date Results app data is being shared with the Activity Center app for the purpose of building dashboards by enabling the automatic publishing of this data.

From the Results app, a Results Admin can enable automatic publishing of datasets to the Activity Center app. They can also disable automatic publishing at any time.

Once a dataset is created, Report Admins in the Activity Center app will have access to all of the records of the table. Once enabled, the Results app table is published automatically at a regular interval which is set at every 24 hours by default.

Learn more

UX improvements in Results and Storyboards - We have introduced the following enhancements in the Results and Storyboards apps:

• Pagination in the following pages
  • Users list in the Results settings page.
  • Members list in the Members tab of a collection.
  • Manage users list in the Storyboards Sharing page.
• Load As You Scroll in the following pages
  • Add user dropdown in Workflow Groups under Results settings.
  • Add members dropdown in the Members tab of a collection.

Both of these options will enhance the application's speed, efficiency, and overall user experience. This will be especially helpful for organizations with a large number of users.

Introducing dynamic filtering in Storyboard filters - We have added dynamic filtering to the Storyboard filters. You can enable and disable this option from the Storyboards landing page.

With dynamic filtering enabled, when you apply one filter in a storyboard with multiple filters, the values in subsequent filters will automatically update based on your selection in the first filter.

When dynamic filtering is turned off, subsequent filters will display all values without any automatic updates.

Learn more

Restrict storyboard link access You can now restrict access of a storyboard link to specific user groups (Launchpad / Workflow Groups).

In the Storyboard Sharing panel, we've added an option to select user groups, where you can choose the user groups that you want to share the storyboard with.

Previously, you had only one option of sharing the storyboard anonymous link with anyone. Learn more

Introducing Impact Reports in the Results app We have added Impact Reports capability to the Results app. This is a subscription-based service, and you can avail it to get your desired reports, based on your Results data. This was available only in the Projects app until now. Learn more

Select All option in the Results and Storyboards apps We have added a Select All option to the following filters:

• Column filter and View & Add Filters panel in the Results app (both Tables and Metrics).
• Storyboards global filter.

You can now select all the options in a filter in just one click. This will help you to save time and effort when selecting or clearing multiple filter options.

Introducing auto-saving in the Questionnaires When you are answering a questionnaire, your data will now get saved automatically after every few seconds. This is especially helpful if it is a lengthy questionnaire, so that you can retain the data in case of a timeout.

Hiding metadata in the Results app tables We have changed the default behavior of the metadata columns in the Table View. Now, when you create a new Results table (Data analytic, Survey, Event Report) from the user interface, the metadata columns will be hidden and you will only see the actual data. Note that this is applicable only for the tables that you create henceforth.

You can still view the metadata by switching on the field toggle in the Configure Table View panel.

Column header changes in the Results app tables We have made the following changes in the table column headers:

• Added word-wrapping. Now, long column names will be wrapped and moved to the next row. Previously, longer column names were getting truncated.
• Removed the data type icons from the column headers to have a clearer view of the column names.

Language selection for questionnaire labels When you create and edit questionnaires, you can now choose what language to use for system-generated fields like labels and buttons on your questionnaire. This does not translate the actual questions and answers, but it helps you design questionnaires with a consistent language experience for your recipients.

The languages available today are:

• English
• Chinese
• French
• German
• Greek
• Italian
• Japanese
• Polish
• Portuguese
• Romanian
• Russian
• Spanish
• Ukrainian

Learn more

Pattern fill in Storyboard visualizations We have added an option to fill visualizations in a storyboard with design patterns, in place of colors. You can find the Pattern fill toggle in upper-right corner of a storyboard under More options. Learn more

New format options in Storyboard text widget We have added new format options such as strikethrough and block quote to the Text and Body fields of a Storyboard text widget. You can use these options to format your text content easily and efficiently. Learn more

Password protect storyboard PDF You can now export a storyboard to a PDF by adding a password. Learn more

Add questions to questionnaires at any location You can click the line between two questions to add a new question between them. You no longer need to add it at the end and drag it into position.

Conditional formatting colors in storyboard PDF Colors applied during conditional formatting will now be included in the PDF exported from a storyboard.

For example, if your storyboard has a table with conditional formatting applied, such as icon color, text color, and background color, you can now see those colors in the storyboard PDF. Previously, the colored formatting appeared in grayscale.

Questionnaires rebranded We've made a minor visual change to questionnaires to better align with the Diligent brand. The header is now dark blue, and the HighBond logo is gone.

Accessibility improvement We have added keyboard accessibility to the Choose a visualization dialog, which appears when you create a new visualization. If you use your keyboard to navigate, this should make it a little easier to build visualizations.

Right-aligned numbers in tables Numbers in numerical columns will now be aligned to the right, making them easier to read.

Copy interpretations We've added an option to copy an Interpretation with all its visualizations to another table. Note that you can copy the configuration of the interpretation, but not its data. Learn more

Rename an interpretation We've added a renaming option in the Interpretations page. You can now rename an interpretation, and this will help you to change the title of an interpretation used in a storyboard, as and when required.

Learn more

Improved navigation in Interpretations We've introduced a new way of navigating between visualizations in Results. You can now easily switch between multiple visualizations and the Table View using the new All tabs button. We've also moved the left/right arrow buttons (< >) next to each other for easy access.

Easier to access and distribute questionnaires On any collection home page, the following options have moved from overflow menus to their own buttons, making them easier to find and open with fewer clicks.

• Questionnaires
• Distribute survey
• Distribute event report

Learn more

Map chart in visualizations We have added map chart to Visualizations. You can use a map chart to show data across different geographical locations. You can visualize how different locations are performing on their respective parameters across the world. Learn more

Show totals in summary table We have added a new option called Show Totals to the Display tab of Summary table. You can use this option to show / hide totals in the Summary table. Learn more

Logical fields in Visualizations Logical data fields (true / false) in the Table View will now be available in the X-axis and Color by fields of the Configure Visualization panel. You can now use the logical fields to create visualizations.

Size options in Bubble chart We have added Bubble scale to the Display tab in the Configure Visualization panel of Bubble chart. You can now select the size of the bubbles on the chart from options 1 through 3, where 1 is the smallest and 3 is the biggest. This will help you to better visualize the charts. Learn More

Show Total in Pie Chart We have added a new option called Show Total to the Display tab in the Configure Visualization panel of Pie Chart. You can turn on this option to see the sum total of the pie chart values.

Search in Configure Table View panel We have added a search field to the Configure Table View panel. You can now enter a keyword or phrase to filter the list of available columns in the table. This is especially useful when you have to search through a large number of columns.

This enhancement includes keyboard accessibility and screen reader support in the Configure Table View panel. This will be helpful for those using screen readers, keyboards, and other assistance technology. Learn more

Display Percentage in Bar and Column Charts We have added a new option called Show Percentages to the Display tab in the Configure Visualization panel. You can turn on this option to see the percentage that each value represents in the chart.

Note that this is applicable only for the bar and column charts. Learn more

Storyboard filters carry over to the Visualization When you drill down from a storyboard that has filters applied, these filters will now be carried over to the visualization and you can see the filtered dataset in Results as it was in the storyboard. You do not have to apply the same filters again. Learn more

Combo Chart in visualizations We have added a combination chart to the charts available in Visualizations. A combination chart consists of a line chart overlaid on a column chart. This can be useful when comparing values in different categories. For example: Using combination chart to compare projected sales with actual sales for a given time period. Learn more

Accessibility improvements to Questionnaire Response page We have made some accessibility improvements on the Questionnaire Response page. Those using screen readers or other assistance tools should have a better experience now. This enhancement improves accessibility by making the page more compliant with WCAG 2.O Levels A and AA guidelines and also makes typography and spacing more consistent.

• In the Safari browser, you can now select radio buttons by using the Tab key.
• We have modernized the Related Files link and if you are using a screen reader, when focus is on the link, it reads out the file name.
• We have enhanced the color contrast ratio of text elements.
• You can now use your keyboard to select response types for numeric scale, date, and signature questions and use the Adjust column width button.
• The page shifts focus to the top automatically when you navigate to different pages in a multi-page questionnaire. If there is an error, focus shifts to the top or the first response that has an error.

Two new COVID-19 toolkits We have released two new COVID-19 toolkits that are free to all customers and easier to install.

• Aggregated regulatory feed and U.S. bill list: High-quality, public data from the WHO, CDC, and U.S. government, right in HighBond.
• Assessment questionnaires: Employee self-reporting, work-from-home capabilities, and return-to-office site preparedness surveys.

Subscription changes To ensure HighBond provides the best possible value, we've added capabilities to some of our subscriptions.

• AuditBond standard subscribers now have access to the Results and Storyboards apps
• AuditBond standard subscribers now have access to survey tables in the Results app
• All standard editions of HighBond now have access to data analytic tables in the Results app
• All standard editions of HighBond now have access to the Robots app

Reference Collection and basic Active Directory integration Results Admins will now see a new system-generated collection in Results: the Reference Collection.

• This is a special collection that holds Reference tables. These are tables where you can import custom data from an external source so people can reference that data in HighBond. We recommend using a robot to keep this data up-to-date.
• The first reference table, called Contact book, is out now. Use it to automatically import contacts from Active Directory or any other address book. Once set up, Projects users can find people and assign actions and requests to them with greater ease.
• To help you get started quickly, we have provided a script to help ACL Robotics customers quickly integrate Active Directory contacts into HighBond. You can use this script as-is, or you can modify it to bring contacts into your Contact book from another system or data source. Learn more

COVID-19 toolkit We've released the first phase of our COVID-19 toolkit. This toolkit is available for free to all customers. It includes a pandemic risk and response management framework and enterprise risk, a data analytics package with COVID-19 infection data from Johns Hopkins University, and more.

Resubmitting questionnaires We have made changes to the behavior of questionnaires when someone is resubmitting them.

• Recipients can now delete previously attached files.
• When responding to one questionnaire for multiple records, recipients now see previously attached files that are mutually attached to all records on that questionnaire. Previously, recipients only saw previously attached files from the first record on that questionnaire.
• When responding to one questionnaire for multiple records, if only a subset of those records have previous attachments from that questionnaire, recipients do not see those attachments listed as previous attachments. In addition, these invisible attachments are overwritten when the questionnaire is resubmitted. Only the files actually listed under previous attachments, and any new attachments you add, are preserved in the questionnaire response. Questionnaire recipients are warned before this happens.
• We have removed the Save button when you are responding to one questionnaire for multiple records if any of those records already have a response for that questionnaire.

• Datetime fields in Results now reflect DST when it is active in your time zone. Learn more
• Trigger schedules now adjust for DST when it is active in that trigger's time zone. In most cases, we updated your triggers to support DST automatically. In rare cases where we were unable to make that update for you, those triggers still run on their old schedule. If you need DST support, you can open those triggers and reselect a time zone to enable DST for that trigger. Learn more

Control performance tables are merged into a single table per Project. This change enables comprehensive reporting and supports visualizations, metrics, and triggers on control performance data from multiple controls and schedules within the same project.

Existing interpretations, metrics and triggers associated with control performance tables are automatically moved to the new unified tables. A filter based on their schedule name is included so that the data they reference stays the same. Learn more

Any existing triggers configured to run against updated records only are still supported, however no new triggers can be configured this way. Learn more

• filtering and sorting on the View & Add Filters panel
• preset Assigned to Me and Status is Open filters
• showing and hiding columns in the Configure Table View panel

As part of this change, the export to XLSX feature is deprecated.

Learn more