Product Release Notes | XM Community

Product Release Notes

Discover weekly and monthly product release notes, featured updates, & more.

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283 Topics

CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - February 7, 2024

  Weekly Features - Released On Or Before February 7, 2024 Look & Feel Simple Layout: Drill down questions, external CSS support, and password protection are now compatible with the simple layout. Workflows Contact List Workflows: Set up contact list workflows from the post-survey options to automatically update your contact lists using survey results. Connecting to AWS: When connecting to AWS, you can now connect using cross account resource access. This update affects the Extract data from Amazon S3 and Load data to Amazon S3 workflow tasks. XM Platform Account Settings Update: Account Settings has been redesigned to improve accessibility. To access account usage, view Qualtrics IDs, and grant login access to support, you will need to revert to the legacy Account Settings. You will be able to revert to the legacy version until all legacy settings have been redesigned. 360 Display Logic for 360 Report Visualizations: A new type of display logic based on “rankable items” has bee

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CarolineH
Qualtrics Employee
3 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - March 27, 2024

  Weekly Features - Released On Or Before March 27, 2024 Customer Success Hub Qualtrics Support AI Assistant: Some users will now see a chatbot in the Customer Success Hub that can answer all manner of product questions. CX Dashboards Star Rating Widget: You can choose to display total response count next to the overall average in the star rating widget. XM Directory Workflows Tab in XM Directory: The Workflows tab within XM Directory allows you to create, edit, and manage workflows. XM Solutions Panel Contact List: The Panel contact list tab of the Audience Management program allows you to filter, import contacts, and create samples for the contact lists in your audience management program.   Weekly Features - Starting On & After April 3, 2024 EX Dashboards RN Satisfaction Widget: This new widget calculates nurse satisfaction according to Magnet’s eligibility criteria, allowing organizations to see if they are meeting or exceeding Magnet’s requirements. XM Directory Private Embed

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CarolineH
Qualtrics Employee
1 month ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - January 24, 2024

  Weekly Features - Released On Or Before January 24, 2024 CX DashboardsBenchmark Editor (CX): The Patient Experience benchmark for CX dashboards has been refreshed with data for Q1 2024.  Weekly Features - Starting On & After January 31, 2024 WorkflowsLoad to SDS Task: This new task updates your supplemental data source automatically on a schedule of your choice.XM PlatformSupplemental Data Sources (SDS): Create a dataset you can reference in autocomplete questions and use to customize survey flows. *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason. If you have any questions about the product updates featured in this list, our suppo

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K
3 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - November 8, 2023

  Weekly Features - Released On Or Before November 8, 2023 CX Journeys in Customer Experience Programs: It’s now easier than ever to track a customer’s journey milestones across your CX program. DashboardsBenchmark Editor Updates: You can now find benchmarks that are relevant to your dashboard by viewing recommended Qualtrics benchmarks that are similar to the questions in your dashboard, if any exist. This reduces the configuration time required for setting up benchmarks. Dashboard Data Freshness: You can display a dashboard’s data freshness, helping your users understand how relevant and how accurate the data they see is. Compatible with all dashboard types.   Weekly Features - Starting On & After November 15, 2023 Dashboards Dashboard Updates (CX | EX): This update allows for more effective dashboard storytelling by allowing you to create widget groups, add dividers to dashboard pages, enable borders on individual widgets, and disable the widget header on individual widgets. Dis

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ElieD
QPN Level 4 ●●●●
6 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - February 21, 2024

  Weekly Features - Released On Or Before February 21, 2024 CX Dashboards Response Ticker Widget Updates: The new “Show Email tab in full response” display option allows you to view the Email tab and send emails from a full response before a ticket is created. EX Improvements to Scorecard and Question List Export: Now when you export scorecard or question list widgets to JPG or PDF, there’s a setting you can use to make sure none of the results will be cut off. Once “Include all widget content” is enabled, data doesn't have to be visible on the dashboard page to be included in exports. Engagement Headlines Widget: Multiple improvements to the Engagement Headlines widget, including the ability to change the number of displayed strengths and opportunities, and the ability to add a widget-level filter to support multiple data sources.Studio Spaces Menu: The Spaces menu allows you to navigate to other pages within Studio. These spaces were previously accessed from the Avatar menu. The Ava

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CarolineH
Qualtrics Employee
2 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - August 9, 2023

  Weekly Features - Released On Or Before August 9, 2023 EX EX Healthcare Benchmark: The EX healthcare benchmark can be added to EX dashboards using the benchmark editor. This new Qualtrics benchmark allows healthcare organizations to track their metrics versus peer organizations. Workflows API Authentication for Jira Workflows: API tokens can now be used as an authentication method when connecting to your Jira account for use in a Jira Task or Jira Event. Create Experience iD Sample Task: New task in workflows. This task allows you to create samples of contacts to use within a workflow. This sample can then be referenced in subsequent workflow tasks. 360 360 Billing: The 360 Billing page has been moved and revamped for faster, more reliable results in a fresh user interface.  Weekly Features - Starting On & After August 16, 2023 XM Solutions Hiring Manager Experience: New EX guided solution where users can gather feedback from hiring managers throughout the interview process.  

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CarolineH
Qualtrics Employee
9 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - May 8, 2024

 Weekly Features - Released On Or Before May 8, 2024 ExtensionsAdobe Analytics Extension: To support Adobe’s deprecation of Service Account (JWT) authentication, you can now use OAuth authentication for the Adobe Analytics extension. Existing JWT connections will be supported through the end of 2024.  Weekly Features - Starting On & After May 15, 2024 None  *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason. If you have any questions about the product updates featured in this list, our support team is happy to help you with your request.  If you have questions about what’s on the product roadmap, please see our Product Roadmap page.

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CarolineH
Qualtrics Employee
10 days ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Monthly Product Release Notes - April 4, 2024 to May 1, 2024

   Released On Or Before May 1, 2024 CX DashboardsDigital Program Data as a CX Dashboard Source: You can now visualize data from your digital programs, such as Page Views, Impressions, and Clicks, within CX dashboards. This allows for a holistic view of the health of your digital programs, with operational and experience data in one place. Dashboards Benchmark Editor (CX): The Patient Experience benchmark for CX dashboards has been refreshed with data for Q2 2024, while also adding support for more benchmark cuts, such as Specialty. StudioAllow User and Group Exports: You can now adjust whether you want all of the users in your organization to be able to export user and group information. Button Widget: A new widget that allows you to add links to other resources in your dashboard, such as surveys or help documents. Widget Menu Changes: Menus on widgets have been consolidated for clarity. This includes copying widgets to other dashboards, moving widgets to the top or bottom of the da

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CarolineH
Qualtrics Employee
2 days ago
AmaraW
Qualtrics Employee
AmaraWQualtrics Employee
published in Product Release Notes

📰 October | Product News

Product NewsDuring the first week of each month, we will post a short video highlighting three Qualtrics product updates. These videos offer members a video overview of selected product updates included in the Monthly Product Release Notes.   October Product Updates  Resources:   Related Support Pages: Support page related to the new Dashboards experience Support page related to CX Dashboard exports Support page related to Results Dashboard exports Support page related to Survey Response Events

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AmaraW
Qualtrics Employee
6 months ago
natmaxwell
Qualtrics Employee
natmaxwellQualtrics Employee
published in Product Release Notes

🚀 NOW LIVE: New learning checklists in the Customer Success Hub

Are you ready to take your Qualtrics game to the next level? Whether you're a seasoned pro or just getting started, we've got more fantastic resources lined up to help you navigate the world of Experience Management like a true expert. Our newest step-by-step checklists will empower you to create, customize, and distribute comprehensive CX or EX surveys effortlessly, then reveal valuable insights and take action that will help you drive meaningful impact in your organization.These checklists, designed for all users, walk you through specific topics and milestones so you can grow from beginner to expert while easily tracking your progress along the way.Launch an EX Survey Project: Browse survey templates that get you up and running FAST, enhance your project's impact with expert guidance, learn how to select and create your org hierarchy to set your organization up for success, and learn the best practices and strategies for effectively distributing your survey. Launch a CX Survey Proje

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patlestes
Level 1 ●
7 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
posted in Product Release Notes

Weekly Product Release Notes - June 8, 2022

Released On Or Before June 8, 2022Website / App FeedbackAutomatic Contact Creation for Digital Intercepts: Digital intercepts can automatically create XMD contacts when an intercept is evaluated.Improvements to Guided Workflow Creatives: UI updates for creatives created using a guided workflow, including the addition of global navigation at the top of the creative editor, a footer indicating the number of steps remaining to set up the creative, and the removal of the deployment page from the guided workflow setup. Starting On & After June 15WorkflowsWeb Service Tasks: Web services in workflows can now have mutual TLS enabled.*Disclaimer: Release dates are approximate and are subject to change. Not every feature is guaranteed to be included in Upcoming Features.If you have any questions about the product updates featured in this list, our support team is happy to help you with your request. If you have questions about what’s on the product roadmap, please see our Product Roadmap page. I

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CarolineH
Qualtrics Employee
1 year ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
posted in Product Release Notes

Weekly Product Release Notes - July 6, 2022

Released On Or Before July 6, 2022 Brand AdministrationRetention Policies: New ability to create an anonymization policy, which automatically anonymizes survey responses once they reach a certain age. DashboardsConfiguring One-time Benchmarks: One-time benchmarks can now be created and filtered within CX and EX dashboards to quickly visualize benchmark datasets.Line and Bar Chart Widgets: The Simple Chart is being split into three different charts: Line, Horizontal Bar, and Vertical Bar. WorkflowsJira Task Updates: The UI for the Jira task has been updated to be consistent with the appearance of other workflow tasks.Starting On & After July 13, 2022 CX DashboardsAction Plan Metric Tracking (CX): Metric action planning allows users to measure the impact of strategic action-taking with metrics from their customer feedback dashboards.XM SolutionsETX Technology Experience Assessment XM Solution: This new guided solution helps organizations understand how employees feel about the service an

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CarolineH
Qualtrics Employee
1 year ago
KatharineS
Qualtrics Employee
KatharineSQualtrics Employee
posted in Product Release Notes

Weekly Product Release Notes - August 12, 2020

Entries that are bolded indicate recent product updates.If you have any questions about the product updates featured in this list, our support team is happy to help you with your request. If you have questions about what’s on the product roadmap, please see our Product Updates page. If you’d like to contribute to the product roadmap, please visit the Product Ideas category.CoreXMImported Data Projects: This feature is not available to all clients, but can be enabled as requested.SMS Credits: You can now view remaining SMS credits for your account.License Usage: Brand Admins can now view the remaining SMS credits for the license.Preview Survey: UX improvements.CX DashboardsNumber Chart Widget: Visual changes, but no changes in steps to set up / no changes to available customization options.XM Mobile App: Navigation for the app has changed. Consolidated EX + CX support pages into one global XM app page. EXNumber Chart Widget: Visual changes, but no changes in steps to set up / no changes

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KatharineS
Qualtrics Employee
3 years ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - October 25, 2023

  Weekly Features - Released On Or Before October 25, 2023 Brand Administration Updates to Vanity Domains: Brand Admins can now provide their own TLS certificate when setting up a vanity domain. This allows admins to use their own signing authorities and adhere to relevant compliance requirements. Dashboards Dashboard Translations (CX, BX & EX) : For CX & BX dashboards, you can now translate data fields and metrics once per dashboard instead of multiple times per widget. Data translations for all dashboards are now compatible with the following widgets: Record Table, Gauge Chart, Number Chart, Line and Bar Chart, Response Ticker, and Donut / Pie. Workflows Survey Response Event: You can now choose whether to trigger workflows based on imported and incomplete survey responses. XM Solutions Guided Solutions: A new solution, the Tree Testing solution, is now available. This solution is used to evaluate your website’s navigation structure and measure how easily users can find conte

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CarolineH
Qualtrics Employee
6 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - July 5, 2023

    Weekly Features - Released On Or Before July 5, 2023 CX Dashboards Magnet® Submission Report: The Magnet® widget now allows you to export key charts and data for your ANCC submission packet. Support documentation is not yet available, and will be coming soon with additional widget enhancements. Table Widget: You can now add up to 3 rows and columns to the table widget. Distributions Distribution Health Notification: This setting allows you to receive a weekly email summary of all recent distributions for a particular active survey, including the number of emails sent, failed, or bounced in the last week. This can be useful to see an overview of how effective your distributions are, and if there is anything you can do to improve them in the future. Workflows Basic Transform Task: This  task allows you to edit and validate your raw data automatically in order to export into your preferred format.  Extract Contact List From HubSpot Task: This new workflows task allows you to simpl

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CarolineH
Qualtrics Employee
10 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - May 15, 2024

Features Released On Or Before May 15, 2024 Survey ProjectsResponse Clarity Validation: New validation option for text entry questions. When enabled, response clarity validation uses Qualtrics internal large language model to analyze a survey respondent’s answer and prompts them to provide more details if their response is vague or doesn’t fully answer the question.XM PlatformManager Assist: Manager Assist will be enabled by default for all brands created after May 13, 2024. Brands created before this date will have to activate Manager Assist for it to be visible.  Audio & Video Editor Library: The audio & video editor now contains a data table with all audio and video responses. Also, the sentiment, transcript, and clip functionalities have been updated.  Features Starting On & After May 22, 2024 None Features Starting On & After May 22, 2024 XM DirectoryAI Recommended Segments: The Segments tab within XM Directory will now suggest Ai-generated segments. These segments

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CarolineH
Qualtrics Employee
3 days ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - September 13, 2023

  Weekly Features - Released On Or Before September 13, 2023 Workflows XM Discover Event: You can now start workflows in Qualtrics based on scorecard alerts created in Discover. 360 Participant Options (360): A new option called “Allow giving feedback” has been added to participant options in 360 projects. This option controls access to the “Give feedback” section in the 360 Participant Portal. Additionally, the “Evaluator settings” section has been renamed to “Give feedback settings”  Weekly Features - Starting On & After September 20, 2023 Online ReviewsConnecting to Google Places: Now you can use Reputation Management projects to connect to your Google Business account faster and easier than before. Search the Web for Reviews: Now Reputation Management projects can search the web for reviews of your business. You don’t even need login credentials for any of these review sites to do this!Stats iQ R Code Templates for Stats iQ: When using R Coding in Stats iQ, you can select from

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EricCrayon101
Level 4 ●●●●
7 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - February 28, 2024

  Weekly Features - Released On Or Before February 28, 2024 EX Federal Employee Viewpoint Benchmark: A new EX benchmark that uses the Office of Personnel Management Federal Employee Viewpoint Survey (OPM FEVS) to assess how federal employees experience the policies, practices, and procedures characteristic of their agency and its leadership.  Export Filtered Participants List: You can now export a filtered list of participants from your EX directory.  New Support Pages Minimizing Personal Data Collection and Use in Qualtrics: Across the XM Platform, there are many ways to help protect your respondents’ personal data, whether you’re collecting data or reporting on it. On this page, we’ve compiled all of the different methods in one place.   Weekly Features - Starting On & After March 6, 2024 All None.  *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liability

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CarolineH
Qualtrics Employee
2 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - December 13, 2023

  Weekly Features - Released On Or Before December 13, 2023 Customer Success HubViewing Support Tickets: You can now adjust the support team’s ability to log into your account from right inside a support ticket. Verifying an Account with Enterprise Support: Now when your XM Success Manager helps you initiate a support ticket, you can authenticate your account for ticket tracking and account troubleshooting. Available only for Enterprise Support Customers.CX DashboardsCX Benchmarks: We’ve added a new consumer benchmark named CX Edge. These NPS® and XMI Customer Ratings benchmarks are based on a nationally representative sample of consumers’ attitudes towards individual brands.EX DashboardsEX Benchmarks: 2023 data has been released for the EX Healthcare benchmark.Web / App InsightsSession Replay Masking: Additional optional have been added to session replay masking, enabling more granular control over what data is hidden in session replays.  Weekly Features - Starting On & After Dece

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CarolineH
Qualtrics Employee
5 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
posted in Product Release Notes

Weekly Product Release Notes - June 1, 2022

Released On Or Before June 1, 2022 XM SolutionsManaging Custom XM Solutions: Custom XM Solutions, such as EX Team Voice, are tailor-made for your organization. This page explains how to control which users in your organization have access to these features.EX Team Voice: Solutions tailor-made for your organization that your users can distribute, but can’t edit, enabling HR teams to maintain a content standard of their choosing.Starting On & After June 8*Website / App FeedbackAutomatic Contact Creation for Digital Intercepts: Digital intercepts can automatically create XMD contacts when an intercept is evaluated. *Disclaimer: Release dates are approximate and are subject to change. Not every feature is guaranteed to be included in Upcoming Features.If you have any questions about the product updates featured in this list, our support team is happy to help you with your request. If you have questions about what’s on the product roadmap, please see our Product Roadmap page. If you’d like

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CarolineH
Qualtrics Employee
1 year ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Monthly Product Release Notes - March 9, 2023 to April 5, 2023

Released On Or Before April 5, 2023 BX Brand Tracker Deprecation: Brand Tracker XM Solutions have been replaced by a new and improved Brand Program.    BX Dashboards Distinctive Associations Widget (BX): The “Customize Data Visibility” option can be used for determining which data values to display in your Distinctive Associations Widget.    CX CX Quickstart Program Guidance: Programs created from the CX foundational quickstart now display cards recommending the next best steps to set up your program. These cards further automate the setup process by taking you to specific places in the platform to complete the necessary tasks.  CX Dashboards Frontline Reminders Widget (CX): The frontline reminder widget displays distribution data and allows non-admin users to send survey completion reminders directly from a dashboard with respondent funnel data.  Dashboards Dashboard Viewer: The Dashboard Viewer app provides a standalone workspace for dashboard users to view and engage with the BX, DX

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CarolineH
Qualtrics Employee
1 year ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
posted in Product Release Notes

Weekly Product Release Notes - May 11, 2022

Released On Or Before May 11, 2022New Support PagesMigrating to Results Dashboards: New support page on creating Reports in Results-Reports vs. Results Dashboards. Also includes answers to commonly asked migration questions.Website / App FeedbackGoogle Data Layer Targeting for Website Feedback: Google Data Layer variables can now be used within Website Feedback for dynamic targeting and embedded data capture. This feature will be gradually rolled out to eligible customers starting May 11, 2022 and concluding May 17, 2022. WorkflowsFrontline Feedback Task Updates: New fields have been added to the frontline feedback task, including Assignee, Client, Status, and Tags. Custom Fields set up within a Frontline Feedback project can also be added to the task. Starting On & After May 18CoreXMSample Project User Testing: Starting March 24, some CoreXM users may see a sample project called “Product Tour & Sample Project” in the catalog. This change is in user testing and is not GA to all.Employe

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CarolineH
Qualtrics Employee
2 years ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - September 6, 2023

  Weekly Features - Released On Or Before September 6, 2023 Brand Administration Allowed Email Domains: This new section within Organization Settings in the Admin tab allows Brand Admins to restrict the domains that are allowed to be sent emails. This currently only applies to emailing dashboards. Text iQ Sentiment: The sentiment color palette has been updated, with icons improved as well. Textflow: You can now use actionability in your Text iQ-powered workflows. Text iQ Functionality: You can now delete analyses from Text iQ. Workflows Salesforce Outbound Message Event: A new event in Workflows that allows you to trigger a Qualtrics workflow based on Flow conditions being met in Salesforce. This event replaces the “Salesforce Workflow Rule Event” and contains the same functionality with notable improvements. XM Directory XMD Enriched Segments: You can now build directory segments based on Enrichments (data from third-party softwares).  Enrichment Data in XM Directory: You can n

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Aanurag_QC
QPN Level 5 ●●●●●
8 months ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - May 17, 2023

 Weekly Features - Released On Or Before May 17, 2023 Survey Platform Importing & Exporting Surveys: Improvements to the document survey importer. This feature now supports .docx files and has additional file formatting options.  Text iQ Text iQ Interface Update and Hierarchical Topics: The interface for Text iQ has been updated. Additionally, you can now create hierarchical topics with up to 5 levels to show the complex relationships between related topics. This feature will begin rolling out May 10, 2023. All customers will have the feature enabled by May 23, 2023. ​​​​​​Workflows Google Sheets Task: Now when you integrate with Google Sheets, we support most formulas. See linked for a list of incompatible formulas.  Monthly Features - Released On May 17, 2023 CX Dashboards Record Table Widget: Introducing new and improved column formatting for dates, durations, and links. Dashboards Importing a CSV as a CX Dashboard Source: The ability to import a CSV as a data source in CX Dashb

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CarolineH
Qualtrics Employee
1 year ago
CarolineH
Qualtrics Employee
CarolineHQualtrics Employee
published in Product Release Notes

Weekly Product Release Notes - January 3, 2024

  Weekly Features - Released On Or Before January 3, 2024 WorkflowsAzure OpenAI Task: New task in workflows. This task integrates with Microsoft’s Azure OpenAI service to allow you to build workflows that enable scenarios such as summarizing text, extracting information from text, generating responses based on text, generating code, classifying text, translating text, and more. Calculate Metric Task Updates: A new option within the Calculate Metric Task allows you to calculate a metric range minimum and maximum to get the percentage of responses that fall into a specified range of values. Rerun Workflows: From the Run history page, you can rerun workflows to complete them again. Weekly Features - Starting On & After January 10, 2024 AllNone. *Disclaimer: The content provided on this webpage is for informational purposes only and is subject to change at any time. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the

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CarolineH
Qualtrics Employee
4 months ago

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