We're excited to announce a set of powerful new features coming with our December 12th, 2025 release. Driven by your valued feedback, these enhancements will streamline workflows, boost productivity, and elevate your overall user experience.
This article covers the following topics:
Release Notes Summary
Platform
We're introducing several enhancements to improve platform functionality and usability:
- Lookup filters respect permissions: When users have restricted access to partners, when they open a lookup field for partners or products and search for a specific record, they will only be able to see records they have access to. Note partner is commonly renamed to manager, vendor, or role. Product is commonly renamed to account or fund.
- Respond to clarifications one at a time: Responders sometimes receive numerous clarifications and today need to add answers to each clarification before submitting answers back. Now responders can respond to/submit each clarification individually.
- Preview assessment instructions: When publishing assessments users can preview the instructions for the questionnaire. The preview will populate any merge fields added to the instruction with the correct values.
- Simplify publishing scheduled occurrences of an assessment: Previously users could not easily publish an occurrence that missed the auto-publish property. Now users can publish any occurrence immediately. Further, when editing an occurrence, setting the publish date to today enables an option to publish now.
- Field Dependencies on Files: Field dependencies let users filter dropdown options based on a driving field. When administrators set up field dependencies they can now add field dependencies rules for File fields.
- Bulk Downloading Assessment Files: Today users can Download Files from an Assessment to generate an archive for safekeeping. With bulk download users can easily create an archive across many assessments.
- Export Tables to Excel: Exporting to Excel will capture more meta data like the name for the table, the user generating the report, the time of the export, and the formatting shown in the application.
- Set Default Publishing Time: When a user publishes or schedules an Assessment we set the time to midnight in the user timezone. This means users just one timezone off will see a different date in the application. We’re now letting administrators change the default due time (e.g 5pm) so almost all users will see the same due dates in our application.
BlueVoyant requested features
- Set Internal owner as the Issue Owner: This feature automatically assigns issue ownership to the vendor’s Internal Business Owner whenever an issue is created—either automatically or manually at the assessment level. If no Internal Business Owner exists, the assessment owner becomes the default issue owner. Additionally, if the designated owner isn’t yet a registered user, they’ll receive a notification with a link to log in
Note: This feature is not enabled by default
- Configure due dates for auto-issues: The auto issue screen now supports setting a due date based on issue publish date. When selected, the due date is updated only after the Issue is published (based on the offset). Note: This feature is not enabled by default
- Rules to include Issue status field as a condition: This feature enables users to use Issue fields like Issue Status as conditions when defining a rule. Status field to be used in rule conditions. When selected, the available operators are “Is” and “Is Not,” and users can choose from the complete list of Issue Status values in the Attribute Value dropdown
- Vendor Request workflow: We are introducing a new “Vendor Request Form”. This feature allows internal users to easily request a new vendor directly through the portal. A simple Vendor Request Form can be configured with vendor and contact details, internal owner, etc.. Once submitted, the system creates a new vendor record and automatically triggers the appropriate questionnaire—such as sending the Supplier Classification Questionnaire to the internal business owner. This streamlines vendor intake, ensures proper ownership and tracking, and enables automated follow-up actions through existing rules.
While the feature has been implemented based on requirements from Danone, parts of the workflow are generic and standard. Note: This feature is not enabled by default and will need discussions with clients to understand their workflow.
Note to Clients
- Our release will start at around 5 pm ET and will take approximately 1 hour to complete. Some application areas may experience reduced functionality or downtime for a brief period.
Release Notes Details
To view the release notes details, click here.