Provisions users to be able to export either a selection of records, or all records within a table.
Release Date: 17th July 2024
Key Benefits:
- Flexibility to download and analyse information offline on a Microsoft excel spreadsheet
- Data sharing and collaboration with larger teams or users not on-boarded on the platform
- Audit and compliance support for data validation purposes
For more information on how to use this feature, please check out our Help Centre Article
4. Calculation enhancements
The release updates various types of calculations on fields including the ones derived from other calculations, and enables calculations across linked records from different entity types.
For example, a combination of IF and LATEST functions enable conditions to be defined (e.g., if a risk record is in a particular state), while ensuring only the most recent records are considered.
Release Date: 01st August 2024
Key Benefits:
- Adds more flexibility and traceability of information be captured, an utilize across various entities
- Further supports scenarios where users may need to run mathematical and logical formulae on the data used
For more information on how to use this feature, please check out our Help Centre Article