RECENT UPDATES | Released On Or Before February 2, 2022

Lifecycle

• SMS Distributions (EX): SMS distributions are now available for Lifecycle projects.


• Spotlight Insights for Lifecycle: Insights are now available in Lifecycle. In place of hierarchy units, you can filter comparisons by a date range.



Employee Engagement



• Org Hierarchy Updates: Updates to the hierarchy deletion process, including a change for hierarchy generation in which hierarchies in the same project will no longer be allowed to share the same metadata fields. This change only impacts new hierarchies, not existing ones. This update applies to Employee Engagement projects, but not Lifecycle or Ad Hoc Employee Research projects. This update began gradually rolling out on Jan 27, 2022, and will be enabled for all eligible customers by Feb 21, 2022.



XM Directory



• Transactions: New tab in XM Directory allowing users to view and upload transaction data.



CoreXM



• Data Tab Redesign: The Data & Analysis tab has been redesigned to meet accessibility standards. Changes include the ability to edit responses at any time without entering edit mode, a separate “Field Editor” for creating and editing custom fields, and a redesigned column chooser for selecting which columns are displayed in the data table. This feature will begin gradually rolling out on Jan 31, 2022. All customers will have the feature enabled by February 28, 2022.


• Downloading Distribution Histories: Improvements to downloading distribution histories in bulk. Large downloads will be automatically split into smaller files.



Workflows



• Workflow Notifications: Added the ability to create notifications when the workflow trigger fails.



Reporting



• Removing Advanced-Reports Visualizations: Added the ability to remove multiple visualizations at once. This update affects CoreXM advanced reporting, 360 subject reports, and EX report templates.



360



• Results Table Visualization: Two updates to results tables in new 360 subject reports: added ability to include rater category display logic and breakouts.


• Scoring Overview Table (360): Added the ability to include comparisons on scoring overview tables.



UPCOMING FEATURES | Starting On And After February 9, 2022




Workflows



• Extract Responses from a Survey Task: Use workflows to automatically extract data from your surveys and upload elsewhere, such as an SFTP.


• Load Data into SFTP Task: Use workflows to automatically load data to a SFTP.



XM Directory



• Transaction Group Distributions: In addition to mailing lists, segments, and individual contacts, distributions in XM Directory can now be sent to transaction groups.



FEEDBACK AND QUESTIONS




*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 to contribute to the product roadmap, please visit the Product Ideas category.


• You can provide feedback on the Weekly Product Release Notes here.