Updated Articles

  1. Version 23.3.1ab (Risk Management)

    Improvements The ERM – Risk Management Dashboard was edited to focus on organization and communication. The following areas were added or reconfigured: Risk Assessment Progress Risks Requiring Assessment Controls Requiring Assessment L...
  2. Edit or Delete a Workflow State

    How to edit or delete an existing workflow state on an object type.
  3. Creating a New Dashboard Data Set

    Information Alert: Our new Dashboard feature is available upon request for the initial launch phase. Please contact your Customer Success Manager if you'd like to schedule implementation with our Services team. Overview Res...
  4. What is App Lockdown?

    App Lockdown App Lockdown is a change control process used to ensure production system integrity is maintained for the duration of your project. We create a copy of the existing Production environment and add it to a separate Sandbox e...
  5. IT Implementation To-Do List

    IT Implementation To-Do List
  6. Creating a Duplicate Report

    Warning: It was discovered that the Duplicate Reports feature was causing a complex issue when importing an org. Due to this issue, the feature will be disabled until further notice. Overview Administrators...
  7. Release 24.1

    24.1.0 Features Merge Duplicate Objects The Merge Duplicate Object feature allows users to merge two objects (a Main object and a Duplicate object), updating the Main object (e.g., Merging duplicate user profiles to create one user profile). Whe...
  8. Reports Overview

    An overview of reports in the Compliance Management app.
  9. Popular Endpoints

  10. lifeCycle

    Retrieve, modify, or delete object type workflows.   GET  /object/objectType/{objectTypeId}/objectLifeCycle Retrieve all workflows and workflow states for an object type. Curl Request curl -X GET --header 'Accept: applicat...