---
title: Compyle Release Notes - February 2023
description: Search and Data Management Tools
---

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# Compyle Release Notes - February 2023

## Search & Data Management Tools

### Overview of Feature Categories

*Set of tools for finding records, managing data collection instances, and simplifying navigation*. 

- [Search Features](https://support.clearimpact.com/en/compyle-release-notes-2023-q1#Search-Features):  
    - **Improved Search Filters**: by Groups, System Fields, Primary Worker
    - **Universal Search**: search participants and organization together
    - **Add Group Members**: search capabilities added
-  [Data Management Features](https://support.clearimpact.com/en/compyle-release-notes-2023-q1#DataManagementTools) 
    - **Bulk Survey Updates**: close all in progress survey instances or start all pending instances for *a survey or a data collection*
    - **Export System Fields**: created date, modified date, who by, source

- [Navigation Improvements](https://support.clearimpact.com/en/compyle-release-notes-2023-q1#Nav) 
    - **Create-New-Save Action**: choose where to send users after they save a new participant / organization (search, doc folder, reopen record)
    - **Viewer Role**: improved user experience/fixed bugs for standard role
- [Random Refinements](https://support.clearimpact.com/en/compyle-release-notes-2023-q1#Random-Refinements)

### Search Features 

- Universal Search: Search across participants and organizations 
    - Benefit: *Administrators can more easily find the record(s) their users are requesting help with.*
- Search by Group Assignment: find participants and organizations based on the groups they are currently part of 
    - Benefit:  *More easily access lists of group members. *
- Search by Primary Worker: search by the case manager/ primary worker assigned to a participant 
    - Benefit:  *Allow staff to more easily cover for absent coworkers. Make it easier to handle staff transitions by easily identifying current caseloads. *
- Search by System Fields: search for records by Created Date, Created By, Modified Date, Modified By, and Source 
    - Benefit: *Find recently added or updated records. Find records based on how they came into the system.* 
- Add to Group - with Search: added the ability to search or filter the participants/ organizations being added to a group 
    - Benefit: *Much easier to find and select the desired participants or organizations instead of paging through an increasingly long list. Saves time and effort. *

### Data Management Tools

#### Bulk SurveyUpdates

- Single Survey/Data Tool - Manage Instances 
    - Close All in Progress Instances for current Survey/Data Tool 
          - Benefit: *Easily “Complete” multiple instances of a survey so they can be included in analytics*
    - Start All Pending Instances for current Survey/Data Tools 
          - Benefit: *Readily open any and all pending instances of a survey so that responses can be collected*
- Data Collection - Manage All Surveys/Data Tools in the collection 
    - Close All in Progress Instances for all Surveys/Data Tools in Data Collection 
          - Benefit: *Easily “Complete” instances for multiple surveys/data tools at once so that the data can be included in analytics without having to manually close each instance*
    - Start All Pending Instances for all Surveys/Data Tools in Data Collection 
          - Benefit: *Open pending instances for all surveys/data tools in a data collection at once instead of one at a time, saving time and effort*

#### Export System Fields

- System Fields Optionally Included in Exports: Created Date, Created By, Modified Date, Modified By, Source, RecordID (not the Case Number) 
    - Benefit: *More contextual information about the records that were captured in Compyle*
- Export - locations: 
    - the All Participants list / the All Organizations list
    - from a Participant folder / an Organization folder
    - from a Group
    - from a Survey, from a Survey Instance, from a Note Type

### Navigation Improvements

- Create-New Save Action: choose the workflow when a new Participant or Organization record is created 
    - Benefit: *Greater flexibility to tailor Compyle to support your organization’s intake processes*
- Viewer Role improvements: smoother navigation for this standard role 
    - Benefit: *Easier to support users with this role*

 

### Random Refinements

- Clarified activity log messaging for surveys & survey instances
- Customized email templates persistence
- Search with invalid dates
- Description fields - hide name, make name optional, clear required field check, wrap text
- Survey/data tool tab order improvements
- Correcting labels

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