--- title: Compyle Release Notes - Winter 2022 description: Anonymous Surveys, External Participant Referrals, Responder Types release --- [Skip to content](https://support.clearimpact.com/en/compyle-release-notes-winter-2022#main-content) English Show submenu for translations [Contact Support](https://support.clearimpact.com/en/kb-tickets/new?hsLang=en) [![Clear-Impact-Logo-Wide-Tagline-RGB.png\]](https://support.clearimpact.com/hs-fs/hubfs/images/Clear-Impact-Logo-Wide-Tagline-RGB.png?height=40&name=Clear-Impact-Logo-Wide-Tagline-RGB.png)](https://support.clearimpact.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact Support](https://support.clearimpact.com/en/kb-tickets/new) - [Help Desk](https://support.clearimpact.com/en/kb-tickets/new) [Help Desk](https://support.clearimpact.com/en/kb-tickets/new?hsLang=en) Hi, how can we help you? - There are no suggestions because the search field is empty. 1. 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[Compyle Release Notes](https://support.clearimpact.com/en/compyle-documentation?hsLang=en#compyle-release-notes) # Compyle Release Notes - Winter 2022 ## External Participant Referrals, Anonymous Surveys, & Responder Types release ### Overview of Feature Categories - [External Participant Referrals](https://support.clearimpact.com/en/compyle-release-notes-winter-2022#Participant-Referrals): simplifies the process for referring participants, adds  survey landing page options, referral skips the email address entry, optional setting - [Responder Types](https://support.clearimpact.com/en/compyle-release-notes-winter-2022#Responder-Type): collect survey responses from participants, organizations, anonymous, and outside providers referring participants - [Anonymous Responses](https://support.clearimpact.com/en/compyle-release-notes-winter-2022#anonymous-response): anonymous surveys, anonymous records (similar to participants), optional setting - [Group Access Management features](https://support.clearimpact.com/en/compyle-release-notes-winter-2022#Group-access): automatically assign new participants/organizations to groups based on the public form completed, resolved a group permissions access conflict, option to disable the "pending" status hold for new participants - [Form Design Enhancements](https://support.clearimpact.com/en/compyle-release-notes-winter-2022#Form-Design) : improvements for Entity forms, Public forms, Surveys/Data Tools - [Assorted Refinements](https://support.clearimpact.com/en/compyle-release-notes-winter-2022#bug-fixes): fixes/finesse added for Groups & User Access, Analytics, Navigation     ### Participant Referrals - Referral option for external providers, family, and friends referring a new participant - New survey/data tool setting for allow participant referrals - New buttons on survey/data tool landing page  - Myself \[Self\] -> email prompt - Someone Else \[Referral\] -> bypasses email entry and opens participant public registration form then survey/data tool - Anonymous -> opens anonymous public form for new record then survey/data tool - Organization - > opens anonymous organization form for new record then survey/data tool - Compyle captures the source of the new record behind the scenes ### Responder Type See also [Responder Type Definitions and Table](https://support.clearimpact.com/en/compyle-survey-responder-types?hsLang=en)    - Responder Type options are based on the Entity type settings and Anonymous Entity settings the Compyle Admin > Instance Settings details. - A survey/data tool level setting with the option to specify the public form to use for each different responder type. - Survey/data tool instance responses will display an icon based on the responder type - Survey Instance list will show icons for responder types for that instance - Data Collection list of surveys will include responder type icons based on survey settings (not responses) - Interface updates to include new terms, icons, and options:   - Surveys/Data Tools: data collection list of surveys/data tools, survey/data tool creation wizard, survey/data tool details, survey/data tool settings, copy survey/data tool, survey access page, responder details sidebar - Survey/Data Tool Instances: create new instance, survey instance view, survey instance settings, instance report view, add instance responders popup, add responders by group popup #### Interface Updates: Clearer Language See also [Responder Type Definitions and Table](https://support.clearimpact.com/en/compyle-survey-responder-types?hsLang=en)    - **Responders**: "a person or thing that answers a survey"; participants, organizations, or anonymous entities that complete a survey/data tool.  - **Participants**: clients, service recipients, consumers, humans receiving service/advocacy/support/activity etc - **Organizations**: agencies, departments, or programs receiving service/funding/advocacy/support/ etc - **Anonymous***:* entities completing a survey or other data ask who choose not to identify themselves - **Responses**: survey/data tool records submitted for a particular instance - **Referrers**: outside providers, family, or friends who refer a participant by submitting a survey/data tool response ### Anonymous Response Feature - New Anonymous Entity (for unlimited & legacy customers) - Each anonymous record will only have one additional survey response record under it and a record history. Anonymous records are excluded from attached documents and notes.  - Anonymous records can be searched and viewed - Anonymous responses to surveys can be edited - Anonymous standard and custom fields can be edited by admins - Different Anonymous public forms can be created for different data gathering purposes - Activation requires change to Compyle Admin > Instance Settings by Clear Impact staff - Anonymous Responses  - Anonymous survey replies create new Anonymous records with a new anonymous record added for each survey/data tool response received. - Anonymous responses will trigger a new survey instance if there is not one for the current period - Anonymous records do not appear as “Pending” but are immediately active - Allow for potential duplicate responses by the same person or group - Requires a survey level setting  once the Anonymous entity is activated in the Compyle Admin Instance Settings.    ### Form Design Enhancements - Entity Forms (Participants Form, Organizations Form, Anonymous Form) - Require fields, reorder fields, show/hide Gender standard field - Calculation fields now available on entity forms (but not available for data update fields) - Public Forms - Form creation wizard added & improved list display - Public registration forms for Organizations and Anonymous now allowed - Public form entity type/responder type single-select setting added - Ability to auto assign group based on public form - Increase flexibility to hide/show/require standard and custom fields - Surveys/Data Tools - Data Update Fields (formerly Participant Data Fields) now include Organization fields as well as Participant fields ### Group Access Management Features  - Public forms: option to automatically assign new participants/organizations to groups based on the public form completed - Pending Status: option to deactivate “pending” status for new participants and new organizations - Permissions: resolved a group permissions access conflict; users may access participants in their assigned groups even if those participants are also members of restricted groups   ### Random Refinements - Analytics - Scorecard Feeds - Note Type feeds appear in list - Compylations - Filter wording & grammar - Compylations - fixed bug with percent of total calculations & filters so that filter is applied for all option counts and total before percentages are calculated - Navigation - Resolved infrequent issue with blank screen during navigation. - Improved display for folder sidebar data     - [Scorecard Documentation](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#main-content) - [Getting Started](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#getting-started) - [Scorecards](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#scorecards) - [Scorecard Objects](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#scorecard-objects) - [Entering Scorecard Data and Notes](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#entering-scorecard-data-and-notes) - [Viewing or Editing Scorecard Objects and Data](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#viewing-or-editing-scorecard-objects-and-data) - 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