Compyle Release Notes: Wayfinding & Well-Being Upgrade - July 2025

Manage Entity Fields

This new administrative area lists all of the active Entity Profile forms in your site. You can see how many custom fields have been added to each form and how many customized versions, or Public Forms, have been set up for each entity. Also, you can view the duplicate check settings and whether new records from survey responses and public forms will start out with pending status or automatically become active records.  

Selecting a form will open the Entity Fields form editor for that entity, such as Participant Fields.

_{To edit an entity form, select its name or click the edit icon on the right.}

From the Manage Entity Fields form list, there are quick links to other related areas.

• Instance Settings: Opens Admin > Instance Settings
  • Purpose: Add or Remove Entity Types in Compyle Instance Settings, which updates the list of forms in Manage Entity Fields
  • Purpose: Adjust the Auto Accept/Pending setting for Entity Types
• Note Forms: Opens Data Collection > Note Types
  • Purpose: Add/Edit Note Forms, which are the supporting forms created on the Notes tab in the Entity folder
• Survey Forms: Opens Data Collection > All list of Survey Form categories
  • Purpose: Add/Edit Survey Forms, which are the supporting forms connected to specific time periods, or survey instances, and which appear on the Survey Forms - Collected Data tab in the Entity Folder

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Print Blank Entity Form 

When editing an Entity Form, administrators now have the option to print a blank copy of the form that is formatted for printing. This could be helpful for design discussions when a group is collaborating on the implementation of Compyle or on improvements to better support users and service recipients. 

Similar to Public Forms, the Entity Fields form - Print opens in a new modal window with its own Print Form button.

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Public Forms Polish

There are several enhancements to the Public Forms tool so that it is even easier to work with these customized versions of your Entity Profile forms.

Filter by Entity

The Public Forms list can now be filtered by Entity Type, so it is easier to find and update specific forms. By default all active entity types are selected. 

Uncheck the other entity types to focus on a particular type, such as households, and limit the search to just the selected entity.

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Hide Profile Photo Field

The special Profile Photo field can now be hidden on public forms. The option to keep the field visible or hide it has been added to the Participant, Household, and Organization public forms. Anonymous public forms do not include the Profile Photo field as that would not support anonymity.

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Public Form Print with Title

Now when printing public forms, the title for the form is shown at the top of the form print view.

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Safeguarding Measures

Compyle is SOC 2 Type 2 certified, and we have just completed our annual third party audit. At the start of the summer, we also underwent a round of ethical hacking testing to identify areas where safeguards could be enhanced. This release includes a number of those enhancements as recommended by our security testing partner. 

• Update code libraries and components
• Block uploading of additional file types
• Enhance encryption cipher
• Increase validation and access restrictions for survey email reminder links
• Adjust session time limits and refine user option to continue working/renew session
• Reduce URL transparency

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Assorted Remedies and Refinements

• Notes tab
  • Fix: Reopened Notes: Reopening a note will no longer cause the note to appear twice as both in progress and completed.
    
  • Refinement: Last Edited - Date & Time: The time will display along with the date for Last Edited to make it easier to keep track of multiple notes entered on the same day for the same person. 
    
    
• Manage Duplicates/Duplicate Check: 
  • Delayed Fix:  Merge Pending Survey Response: When merging a pending Participant to an existing Participant, keep the new pending survey response and transfer it to the existing Participant before deleting the pending Participant.
    
    
    
  • Refinement: Merge Duplicates - Confirm Merge -  Displays Doubled Responses: lists survey instances with duplicated survey responses where the merge tool can only keep one active response.
    
• Data Update Fields & Survey Email Reminder Links 
  • Fix: Email Reminder Links & Data Update Fields: When surveys & notes are completed via email reminder links, the entries for data update fields will update the related Participant or Household record with the new information when the survey or note is submitted.
• Compylation Filters & Apostrophes
  • Fix: Filters & Options with Apostrophes: Compylation filters will work even when one of the custom option fields on the entity form (Participant, Anonymous, Household, or Organization) has apostrophes or other special characters.
• Import:
  • Fix: Accept State Abbreviations Again: Imports will accept two letter abbreviations as entries for the State built-in field on Participant, Household, and Organization records.
  • Fix: Templates Exclude File Type Fields: Import templates will skip file type fields as attached files cannot be imported, and including a name for a nonexistent file would be confusing.
• Export:
  • Refinement: Export Other Entries export for Radio Button and Checkbox Fields: The other values manually entered by survey responders will now export as "Other[what they typed in]" so that information can be reviewed outside the system as well. 
    

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