# Product Updates ## Product Updates {% updates format="full" %} {% update date="2026-03-31" %} ## March 2026 We're excited to share three new releases now available in SureCloud this month. *** #### Bi-directional ETL Integrations SureCloud now supports two-way data movement between SureCloud and external systems — so your records stay aligned and your workflows stay connected, without manual intervention.
What's changed * Push and pull data between SureCloud and external systems * Synchronise key datasets across platforms automatically * Keep records aligned without manual updates
Why it matters * Reduce the time your team spends reconciling data across systems * Enable more connected, automated workflows across your tech stack * Maintain a single source of truth without duplication or delays
{% hint style="info" %} **Next steps:** To find out more or get this set up for your organisation, please speak with your SureCloud Account Manager. {% endhint %} *** #### Slack Integration You can now connect SureCloud with Slack to receive task notifications directly in your chosen channels — keeping your teams informed and ready to act, right where they work.
What's changed * Automated task notifications delivered to Slack channels * Real-time updates for task assignments and changes * Teams stay aligned without switching between platforms
Why it matters * Reduce the risk of missed actions or updates * Keep distributed teams connected to SureCloud workflows * Speed up response times on time-sensitive tasks
{% hint style="info" %} **Next steps:** To find out more or get the Slack integration enabled, please speak with your SureCloud Account Manager. {% endhint %} *** #### Question-Level Response & Score Extraction You can now extract individual question responses and scores from SureCloud — giving you granular access to your data for more advanced reporting and automation.
What's changed * Access individual question-level responses and scores * Use question data in calculations and conditional logic * Build richer reports and automate downstream workflows
Why it matters * Go beyond summary-level reporting to understand the detail behind your scores * Use granular data to power more sophisticated analysis and decision-making * Unlock new automation possibilities based on specific question outcomes
{% hint style="info" %} **Next steps:** To find out more or get these calculations set up, please speak with your SureCloud Account Manager. {% endhint %} {% endupdate %} {% update date="2026-02-27" %} ## February 2026 This release improves workflow visibility on application pages. Users can now see why a record cannot progress and filter records faster by status. *** #### Disabled Button Feedback in Workflows Users can now click a disabled workflow transition button to see what is blocking the next step.
What's changed * Disabled workflow transition buttons are now clickable * A feedback message lists the conditions that still need to be met
Why it matters * Users can see blockers immediately * Teams can troubleshoot workflow conditions faster
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} *** #### Status Widget on Application Pages A new status widget appears above each record table. It gives users a quick view of workflow status and task metrics for the selected workflow.
What's changed * An interactive donut chart appears above each record table * The chart shows status and task metrics for the active workflow * The widget refreshes when users switch applications or workflow tabs * Users can click a status segment or count to filter the table below
Why it matters * Users can understand record distribution at a glance * One-click filtering makes it faster to focus on specific records
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} {% endupdate %} {% update date="2025-12-31" %} ## December 2025 This month's release brings deeper integrations and more control over how your data is used and visualised — helping you stay in sync, act faster, and get clearer insights at a glance. *** #### ETL Integrations SureCloud now supports extracting, translating, and loading data from any REST API, keeping your records in sync with external systems.
What's changed * Data mapped to workflows via REST APIs * Records stay in sync with external APIs * Improved integration flexibility for seamless data flow
Why it matters * Reduce manual effort keeping data aligned across platforms * Enable more automated, connected workflows across your tech stack * Improve data accuracy by removing the need for manual syncing
{% hint style="info" %} **Next steps:** To find out more, please speak with your SureCloud Account Manager. {% endhint %} *** #### Custom Chart Colors You can now customise chart colours directly in report settings — giving you more control over how data is visualised across dashboards.
What's changed * Choose from a curated colour palette * Assign colours manually to chart series * Colour preferences are saved per report
Why it matters * Highlight priority areas more clearly in dashboards * Align chart colours to your categories or team conventions * Improve visual consistency across reports and presentations
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} *** #### Black Kite Integration Black Kite's cyber risk intelligence is now integrated directly into SureCloud — enabling automated, continuous visibility of your third parties' cyber posture.
What's changed * Live cyber risk scores visible inside Third Party Risk * Direct links to detailed findings from Black Kite * Improved context for vendor reviews and prioritisation
Why it matters * Reduce the time spent manually gathering third-party risk data * Make faster, more informed vendor decisions with real-time scores * Strengthen your third-party risk programme with continuous monitoring
{% hint style="info" %} **Next steps:** To find out more or get the Black Kite integration enabled, please speak with your SureCloud Account Manager. {% endhint %} {% endupdate %} {% update date="2025-11-28" %} ## November 2025 This release introduces homepage improvements and custom shortcuts to help users navigate and act faster. *** #### Homepage Improvements We've refined the design of the SureCloud homepage and improved two key widgets to support faster, more informed action.
What's changed * Updated Task Manager: easier to read, sort, and manage * Enhanced Recently Viewed widget: more context, better recall * Overall design updates for clearer navigation
Why it matters * Users can find and act on tasks more quickly * Improved layout reduces time spent searching for recent work * A cleaner homepage helps teams stay focused and organised
{% hint style="success" %} **No action required** — these improvements are available now. {% endhint %} *** #### Custom Shortcuts You can now add custom shortcuts to your homepage — tailored to how your team works — for faster access to the tools you use most.
What's changed * Add shortcuts for instant record creation * Set up shortcuts for specific workflows * Shortcuts are configurable per user
Why it matters * Reduce the number of clicks to reach frequently used areas * Help teams build consistent, efficient working habits * Customise the homepage to reflect how your organisation actually works
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} {% endupdate %} {% update date="2025-10-31" %} ## October 2025 This release introduces date-based reporting and a redesigned application page experience with improved navigation. *** #### Date-Based Reporting Reports that include date fields now automatically group and aggregate by month, making it easier to visualise trends and performance over time.
What's changed * Date fields in reports are automatically grouped and aggregated by month * Trend views are available directly from existing report configurations * No additional setup required for date-grouped visualisations
Why it matters * Quickly spot patterns and performance trends over time * Track progress month by month without manual data manipulation * Better visibility of time-based trends supports proactive decision-making
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} *** #### Improved Application Pages Each application now has a dedicated landing page with a tabbed record table and improved navigation. Apps can be accessed directly from the left-hand menu — no extra clicks required.
What's changed * Each app now has a dedicated landing page with a tabbed record table * Apps are accessible directly from the left-hand side navigation * Consistent structure and layout applied across all applications
Why it matters * Faster access to your applications reduces time spent navigating * Tabbed table views make it easier to filter and find records * A consistent structure across apps lowers the learning curve for new users
{% hint style="success" %} **No action required** — these improvements are available now. {% endhint %} {% endupdate %} {% update date="2025-09-30" %} ## September 2025 This release introduces a new Continuous Control Monitoring app, smarter forms, branded emails, and date-driven workflow automation. *** #### New App: Continuous Control Monitoring (CCM) Our new CCM App automates control testing and monitors assurance in real time. Currently in early access, we're inviting interested organisations to explore it.
What's changed * A dedicated CCM app is now available for early access * Control testing can be automated rather than managed manually * Assurance monitoring runs continuously rather than point-in-time
Why it matters * Reduce the manual effort involved in control testing * Identify control gaps sooner with continuous monitoring * Strengthen your assurance programme with real-time visibility
{% hint style="info" %} **Next steps:** To find out more or request early access, please speak with your SureCloud Account Manager. {% endhint %} *** #### Attribute-Level Guidance in Forms You can now add helpful context directly beside individual form fields — making complex forms easier to complete and reducing user errors.
What's changed * Inline guidance text can be added to any attribute in a form * Guidance is visible to users directly alongside the relevant field * Configurable by administrators without development resource
Why it matters * Help first-time users complete forms correctly without additional training * Reduce errors and rework caused by unclear field requirements * Improve data quality by setting expectations at the point of entry
{% hint style="success" %} **No action required** — this feature is available now for administrators to configure. {% endhint %} *** #### New Branded HTML Emails SureCloud notification emails have been updated to modern HTML templates that can be branded with your organisation's logo.
What's changed * Notification emails are now sent as branded HTML rather than plain text * Your organisation's logo can be added to all outgoing emails * Works alongside the existing email relay feature for full domain control
Why it matters * Improve email deliverability by reducing the risk of messages being flagged as spam * Reinforce brand identity and trust in every communication * Help recipients identify legitimate SureCloud notifications at a glance
{% hint style="info" %} **Next steps:** To add your organisation's logo to email templates, please speak with your SureCloud Account Manager. {% endhint %} *** #### Better Data Views and Layout We're rolling out enhancements to table designs and app layouts across the platform — delivered incrementally over the coming quarter.
What's changed * Improved table layout and responsiveness across applications * More precise column control and inline actions * New UI patterns introduced for high-volume data views
Why it matters * Easier to read and manage large datasets within the platform * More consistent experience across different areas of the platform * Reduced friction when working with complex or high-volume records
{% hint style="success" %} **No action required** — improvements are being rolled out automatically. {% endhint %} *** #### Date-Based Workflow Automation Workflows can now progress automatically based on key dates — maintaining momentum and eliminating the need for manual updates.
What's changed * Workflow transitions can be triggered automatically based on date fields * Reassessments can be scheduled to trigger at set intervals * Records can be set to close automatically after a review expiry date
Why it matters * Reduce the risk of records stalling due to missed manual steps * Ensure assessments and reviews are triggered on time, every time * Free up teams from routine workflow maintenance tasks
{% hint style="info" %} **Next steps:** To get date-based automation configured for your workflows, please speak with your SureCloud Account Manager. {% endhint %} {% endupdate %} {% update date="2025-08-29" %} ## August 2025 This release introduces PNG report exports, a new Read API in beta, and the new Operational Resilience application. *** #### Export Reports to PNG Any individual report can now be exported as a PNG image — perfect for use in presentations, slideshows, or sharing a quick snapshot of key insights.
What's changed * A PNG export option is now available on all individual reports * Exported images reflect the current report view, including filters * No additional configuration or permissions required
Why it matters * Easily share visual snapshots of key data without platform access * Include report visuals directly in presentations or documents * Reduce the time taken to communicate insights to stakeholders
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} *** #### Extract Platform Data with the Read API (Beta) Pull your data out of SureCloud and into other systems via API. This initial beta release enables bulk export of records and fields for deeper analysis or integration.
What's changed * A new Read API is available in beta for data extraction * Bulk export of records and field values is supported * API access can be scoped to specific datasets
Why it matters * Integrate SureCloud data into external analytics or reporting tools * Enable deeper analysis beyond what's available in the platform * Support data pipeline and automation use cases across your tech stack
{% hint style="info" %} **Next steps:** To get access to the Read API beta, please reach out to your SureCloud Account Manager. {% endhint %} *** #### New App: Operational Resilience The new Operational Resilience app helps organisations assess impact, build response plans, and test readiness for disruption scenarios.
What's changed * A dedicated Operational Resilience app is now available * Supports impact assessment, response planning, and readiness testing * Integrated into the SureCloud platform alongside existing risk and compliance apps
Why it matters * Manage operational resilience alongside your broader GRC programme * Demonstrate preparedness to regulators and stakeholders with structured evidence * Reduce the effort of maintaining resilience plans in separate tools
{% hint style="info" %} **Next steps:** To find out more or get Operational Resilience set up for your organisation, please speak with your SureCloud Account Manager. {% endhint %} {% endupdate %} {% update date="2025-07-31" %} ## July 2025 This release introduces confidential record access, dynamic descriptions, AI-powered document reviews, and persistent table preferences. *** #### Confidential Record Access Access to specific records can now be restricted so that only authorised users can view them — helping to protect sensitive data and meet compliance requirements.
What's changed * Records can be marked as confidential at the record level * Access is restricted to users explicitly granted permission * Confidential records are hidden from all other users, including those with general application access
Why it matters * Protect sensitive data without creating separate applications or workflows * Meet compliance and data governance requirements more easily * Give teams confidence that confidential information is appropriately controlled
[Read the user guide](/surecloud-docs/documentation/using-the-platform/records/confidential-record-access.md) {% hint style="success" %} **No action required** — this feature is available now. {% endhint %} *** #### Dynamic Record Descriptions Record-level descriptions can now be added to guide users through their next task — with instructions embedded directly within workflows.
What's changed * Administrators can add descriptive text at the record level within a workflow * Descriptions update dynamically based on the current workflow stage * Instructions are visible to users directly on the record
Why it matters * Reduce mistakes by setting clear expectations at each workflow stage * Support less experienced users without additional training * Improve data quality by guiding users towards the correct inputs
{% hint style="info" %} **Next steps:** To get dynamic descriptions configured for your workflows, please reach out to your SureCloud Account Manager. {% endhint %} *** #### AI Document Reviews AI-powered "first-pass analysis" is now available in FileSync — flagging potential issues in documents early so teams can focus their review effort where it matters most.
What's changed * An AI assistant can perform an initial review of documents in FileSync * Potential issues and areas of concern are surfaced automatically * Human reviewers receive a prioritised starting point rather than a blank document
Why it matters * Speed up compliance document reviews without reducing thoroughness * Help reviewers focus on the areas most likely to need attention * Reduce the risk of issues being missed in large or complex documents
[Read the user guide](https://help.surecloud.io/hc/en-us/articles/29349830153629) {% hint style="info" %} **Next steps:** To get AI Document Reviews enabled, please speak with your SureCloud Account Manager. {% endhint %} *** #### Table Display Preferences Preferred table display settings — including columns, filters, and sort orders — are now saved automatically across sessions.
What's changed * Column selections, filters, and sort orders are preserved between sessions * Preferences are saved per user and per table * No manual reconfiguration required after logging in
Why it matters * Save time by eliminating the need to reconfigure tables on every login * Allow each user to maintain a personalised view suited to their workflow * Reduce friction for users who work with the same tables regularly
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} {% endupdate %} {% update date="2025-06-30" %} ## June 2025 This release introduces Jira Cloud integration, automated user provisioning via SCIM, and expanded question-level reporting. *** #### Jira Cloud Integration SureCloud can now be connected to Jira Cloud to create and update tickets and statuses — keeping teams aligned without switching between tools.
What's changed * Jira tickets can be created and updated directly from SureCloud * Ticket statuses sync in real time between platforms * Eliminates the need to manually replicate updates across both tools
Why it matters * Reduce the risk of actions being missed due to tool switching * Keep engineering, risk, and compliance teams working from a single source of truth * Improve response times on findings and actions that require development work
[Read the user guide](/surecloud-docs/integrations/integrations/jira.md) {% hint style="info" %} **Next steps:** To get the Jira Cloud integration enabled, please speak with your SureCloud Account Manager. {% endhint %} *** #### SCIM User Account Provisioning SCIM integration now automates user provisioning and deprovisioning in SureCloud, syncing roles from identity providers such as Okta and Microsoft AD.
What's changed * Users are automatically provisioned and deprovisioned via SCIM * Roles and access levels sync from your identity provider * Supports SSO, role-based access, audit logs, and conflict alerts
Why it matters * Reduce administrative overhead managing user accounts manually * Improve security by ensuring leavers are deprovisioned promptly * Maintain consistent role assignments aligned to your identity governance policies
[Read the user guide](/surecloud-docs/documentation/admin/setting-up-scim.md) {% hint style="info" %} **Next steps:** To get SCIM provisioning set up for your organisation, please speak with your SureCloud Account Manager. {% endhint %} *** #### Reporting on Question Components Reporting now covers detailed analytics on question sets, categories, and individual questions — including advanced filtering, answer insights, and customisable layouts.
What's changed * Question sets, categories, and individual questions are now reportable * Advanced filtering and answer-level insights are available in report builder * Report layouts can be customised to suit compliance, risk, and regulatory needs
Why it matters * Go beyond record-level reporting to understand assessment responses in detail * Support regulatory reporting with structured question-level data * Identify patterns in responses across assessments, teams, or time periods
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} {% endupdate %} {% update date="2025-05-30" %} ## May 2025 This release brings several new features designed to enhance how you work with questions and improve overall efficiency. *** #### Enhanced Comments and Attachments Threaded discussions and file uploads are now available directly on individual questions — keeping collaboration centralised and traceable.
What's changed * Comments can be added to individual questions within assessments * Threaded conversations make it easy to follow and resolve discussions * Supporting files can be uploaded directly to a question * All comments are time-stamped and attributed to the relevant user
Why it matters * Keep question-level discussions in context rather than in email or external tools * Build a clear, auditable record of decisions made during assessments * Reduce the back-and-forth involved in resolving queries on specific questions
{% hint style="success" %} **No action required** — this feature is available now across every question component. {% endhint %} *** #### Create and Link Records to Questions New records can now be created and linked to questions without navigating away from your current workflow.
What's changed * A new action allows record creation directly from within a question * The new record is automatically linked to the relevant question * Users remain in their current workflow throughout the process
Why it matters * Reduce context-switching during assessments * Speed up workflows where records need to be created in response to question answers * Keep linked records accurately associated without additional manual steps
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} *** #### Automated Record Linking Related records are now linked automatically based on configurations in your library — reducing manual effort and improving data consistency.
What's changed * Auto-linking rules can be configured in the library * Matching records are linked automatically when the conditions are met * Reduces the need for users to manually identify and link related records
Why it matters * Save time on repetitive linking tasks across large record sets * Improve data consistency by ensuring relationships are captured reliably * Reduce the risk of linked records being missed or incorrectly associated
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} *** #### Unified View of Related Records All directly and indirectly linked records are now visible in a single view — making it easier to track and manage relationships across the platform.
What's changed * A unified view shows all records linked to a given record, directly and indirectly * Both direct and inherited links are visible in the same place * No need to navigate across multiple areas to see the full picture
Why it matters * Understand the complete context of a record without manual investigation * Make faster decisions with a full view of related data in one place * Reduce the risk of missing important linked records during reviews or assessments
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} {% endupdate %} {% update date="2025-03-31" %} ## March 2025 This release introduces a redesigned navigation experience and automated evidence collection to streamline compliance workflows. *** #### Updated Navigation SureCloud's navigation has been redesigned to make it faster and easier to get where you need to go.
What's changed * All main areas are now located in a left-hand sidebar — including Reporting, Applications, User Settings, and Configuration Settings * The top bar has been simplified to show just your breadcrumb trail, Task Manager, and avatar * A new Resource Centre in the bottom right corner provides direct access to the Help Centre, Product Updates, and Feedback Form
Why it matters * Reduce the time spent navigating between different areas of the platform * A cleaner, more consistent layout lowers the learning curve for new users * Built-in access to support and feedback means help is always within reach
{% hint style="success" %} **No action required** — the updated navigation is available now. {% endhint %} *** #### Automated Evidence Collection SureCloud now automates the collection and organisation of compliance evidence — reducing manual workload and ensuring your team is audit-ready at all times.
What's changed * Evidence is collected automatically based on predefined dates and collection frequencies * Collected evidence is stored in a centralised Evidence Library * Version history provides a full audit trail of evidence over time
Why it matters * Save time and reduce manual workload during audit preparation * Minimise human error by ensuring evidence is consistently gathered * Maintain continuous audit readiness rather than scrambling before deadlines
{% hint style="info" %} **Next steps:** To find out more or get Automated Evidence Collection set up, please speak with your SureCloud Account Manager. {% endhint %} {% endupdate %} {% update date="2025-02-28" %} ## February 2025 This release makes it easier to generate formatted documents directly from SureCloud records — no manual data entry required. *** #### Download Word Document from a Record Word documents can now be downloaded directly from a record, automatically populated with your record data.
What's changed * A "Download Word Document" option is now available in the record context menu (⋮) * Word templates are automatically populated with mapped record data * Documents are generated and downloaded in a single action
Why it matters * Eliminate the need to copy and paste record data into external documents * Ensure consistency by using predefined templates with mapped fields * Save time generating reports, letters, and other formatted documents
{% hint style="info" %} **Next steps:** To get Word document templates configured for your records, please speak with your SureCloud Account Manager. {% endhint %} {% endupdate %} {% update date="2025-01-31" %} ## January 2025 This release introduces two enhancements for working with numerical data and linked records more efficiently. *** #### Bulk Linked Record Creation Records can now be created in bulk from a linked record — allowing you to create multiple linked records at once without repetitive data entry.
What's changed * Multiple linked records can be created in a single action * Records are created and linked simultaneously from the parent record * Removes the need to create and link records one by one
Why it matters * Save significant time when setting up large numbers of related records, such as Control Tests * Reduce the risk of errors caused by repetitive manual data entry * Improve efficiency for users who regularly work with linked record structures
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} *** #### Decimal Support for Number Attributes Number attributes now support decimal values across all use cases — providing greater precision for inputs such as currency, percentages, and conversion rates.
What's changed * Number attributes now accept decimal values up to two decimal places * Existing whole-number data is unchanged * No additional configuration is required to enable decimal inputs
Why it matters * Remove the need for workarounds when capturing precise numerical data * Improve accuracy for financial, percentage-based, or scientific inputs * Maintain data integrity with backward-compatible changes to existing records
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} {% endupdate %} {% update date="2024-12-31" %} ## December 2024 This release introduces version history for records and automatic context inheritance to improve traceability and reduce manual data entry. *** #### Version History for Records Users can now view a detailed history of changes made to a record — including past versions, snapshots, and who made each change.
What's changed * A version history view is now available on records * Each version is time-stamped and attributed to the user who made the change * Previous versions can be accessed and referenced at any time
Why it matters * Improve transparency and accountability across your record data * Support audit and compliance requirements with a clear change trail * Reduce risk by making it easy to review or restore previous versions
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} *** #### Context Inheritance Responsible areas within the organisational hierarchy are now automatically inherited when a child record is created from a parent record.
What's changed * Context is inherited automatically from parent to child records on creation * Applies to assessments, tests, actions, and other child record types * The setting is on by default and can be switched off per workflow if needed
Why it matters * Ensure consistent permissions and access across related records without manual input * Reduce the time users spend re-entering the same organisational context * Minimise the risk of records being created with incorrect or missing context
{% hint style="success" %} **No action required** — this feature is on by default. {% endhint %} {% endupdate %} {% update date="2024-11-29" %} ## November 2024 This release introduces custom email domains and the ability to copy records from a table — reducing manual effort and improving data consistency. *** #### Custom Email Domains Notifications from SureCloud can now be sent from your organisation's own email domain — improving deliverability, brand consistency, and user trust.
What's changed * SureCloud notifications can be configured to send from your own domain * Emails appear to come from your internal teams rather than a third-party sender * Works alongside the existing email relay feature for complete domain control
Why it matters * Reduce the likelihood of important notifications being marked as spam * Reinforce brand identity and increase confidence that emails are genuine * Support compliance with organisational email policies and security standards
{% hint style="info" %} **Next steps:** To set up a custom email domain for your organisation, please speak with your SureCloud Account Manager. {% endhint %} *** #### Copy Records from a Table Users can now create a new record by duplicating an existing one — saving time and improving consistency when working with similar records.
What's changed * A copy option is now available on records for users with the appropriate permissions * Key data from the original record — including names, dates, and structured responses — is duplicated into the new record * The copied record starts at the first state and stage of the workflow
Why it matters * Save time when creating multiple similar records, such as repeated assessments * Improve data consistency by reusing correctly formatted information * Reduce human error caused by re-entering the same information manually
{% hint style="success" %} **No action required** — this feature is available now for users with the appropriate permissions. {% endhint %} {% endupdate %} {% update date="2024-08-30" %} ## August 2024 This release introduces date-based reporting filters and enhanced calculation capabilities across linked records. *** #### Date-Based Reporting Date-based filters can now be added to reports within the dashboard — enabling time-relative reporting such as "Assessments Completed in the Last X Months" or "Upcoming Assessments in X Days".
What's changed * Date fields in reports can be filtered by a relative time range (past or future) * Users select how far into the future or past the date attribute should fall * Filters apply across all report types that include date fields
Why it matters * Create dynamic, time-aware reports without manual date adjustments * Support proactive risk management by surfacing upcoming deadlines and expiries * Improve audit and compliance preparedness with better tracking of time-based data
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} *** #### Calculation Enhancements Calculation capabilities have been extended to support fields derived from other calculations and to enable calculations across linked records from different entity types.
What's changed * Calculations can now reference the results of other calculations * Cross-entity calculations are supported across linked records * Functions such as IF and LATEST can be combined for conditional, time-aware logic
Why it matters * Build more sophisticated, accurate calculations without manual workarounds * Support complex GRC scenarios where data spans multiple linked record types * Improve reporting accuracy with calculations that reflect the most relevant and recent data
{% hint style="success" %} **No action required** — these enhancements are available now. {% endhint %} {% endupdate %} {% update date="2024-07-31" %} ## July 2024 This release introduces question dependencies, time-based workflow scheduling, and bulk record export. *** #### Question Dependencies Relationships can now be established between questions so that follow-up questions are only shown when relevant — based on responses to earlier questions.
What's changed * Questions can be configured to appear only when a specific response is given to a preceding question * Multiple conditions can be set per dependent question * Dependencies are configured in the question set library
Why it matters * Make assessments more concise and targeted by only showing relevant questions * Reduce respondent burden and improve the quality of information gathered * Support more sophisticated assessment designs without additional complexity for users
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} *** #### Scheduling Actions Based on Time Workflow actions can now be scheduled to trigger automatically at specified times or intervals — removing the need for manual intervention on recurring tasks.
What's changed * Workflow actions can be configured with a time-based trigger * Recurring actions — such as assessment creation or reminder notifications — can be automated * Scheduling is configurable per workflow transition
Why it matters * Eliminate the manual effort involved in triggering recurring workflow steps * Ensure assessments, escalations, and reminders happen consistently and on time * Free up teams to focus on higher-value work rather than routine process management
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} *** #### Bulk Export of Records Users can now export a selection of records, or all records within a table, to Microsoft Excel.
What's changed * A bulk export option is available on all record tables * Users can export a specific selection of records or the full table * Exported data is formatted for Microsoft Excel
Why it matters * Analyse and manipulate record data offline using familiar tools * Share data easily with stakeholders or team members who are not on the platform * Support audit and compliance requirements with exportable record sets
{% hint style="success" %} **No action required** — this feature is available now. {% endhint %} {% endupdate %} {% endupdates %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://surecloud.gitbook.io/surecloud-docs/product-updates/readme.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.