2021 / Q3 - Q4



  • Fixed a bug where the Logic Editor wouldn't restore previous values when the condition contained a numeric value.

  • Changed workflow processing behaviour so that the same workflow action cannot be run multiple times on the same day (unless a different action occurs first). This prevents duplicate notifications being sent out for the same workflow change.

  • Fixed a bug where the Bulk Upload screen would show invalid text for date columns – this now correctly shows the user's preferred date format.

  • Cloning a hierarchy module will now clear the "complete required activities" module rule since hierarchy children don't get copied across when cloning.

  • Stops enrolments with empty "when all" or "when any" conditions from enrolling all users in the system.

  • Changed the "enrolled users" estimate on the Enrolment screen to only include non-deactivated users.

  • Fixed an issue where saving a Session Series when the session was still in the process of being loaded could cause all enrolled users to be wiped from the session cohort.

  • Fixed an authentication timeout issue within the native app where restoring the previously expired session wouldn't redirect to the login screen.

  • Changed report deletion behaviour to also remove any scheduled emails from being sent.



  • Hub customisation extra options to allow:

    • Configuration of the Navigation Items in the Hub to point to specific content activities set up in ClearXP.

    • Further layout configuration options.

  • ClearXP Roles Management now allows setting up access permissions for custom sections configured for the Hub.

  • New Tasks component which lists users tasks and allows filtering based on type (the same functionality previously found in the Hub)

  • The CMS editor now supports selecting a ClearXP image asset as a background image for content elements.

  • Added the ability to turn off the persistence of Screen Navigation History for a user within a multi-screen ClearXP content activity.


  • Fixed an issue with the Feedback Component in CMS intermittently not restoring previously set configuration.

  • Fixed background style settings not restoring in the CMS editor after being saved.



  • Face-to-Face Management Improvements including:

    • When deactivating a face-to-face session, administrators can now automatically mark attendance for all users enrolled into that session in one go.

    • Editing face-to-face session details now provide the option to send a notification to all facilitators and enrolled users informing them of a change in details. This will also send an updated calendar invite.

    • A new "notify" column can be used to send session update notifications when bulk uploading sessions.

    • The sessions list for an Event now includes status and visibility indicators for each session.

    • The sessions list now supports advanced autocomplete filtering by attribute, status or visibility.

    • Bulk upload now supports migrating and re-linking standalone sessions to event series parts.

  • Activities Reporting now include fields for Date Created and Last Updated to report on which activities have been recently modified.


  • Fixed an issue where bulk uploading session series parts would sometimes break the event view in the Learning Hub, resulting in an endless spinner.

  • Bulk importing sessions where duplicate names exist in the system will now only show a warning if there are duplicate events with the same name.

  • Bulk upload duplicate resource warnings no longer show when performing an update operation.

  • Fixed glitch where selecting a comparison value (i.e. "Doesn't Match", "Exists", etc.) in the enrolment rule builder would clear itself when searching for values.



  • Enrolment Workflow processing completely overhauled to provide more flexibility including:

    • The ability to run enrolments with different workflows and start/due dates in parallel without conflicting.

    • The ability to include the same activity twice within a single enrolment (both at the top-level as well as within a hierarchy) with different workflow dates without interfering with each other.

    • Changes to how dynamic refresher periods are handled so that updates to the original enrolment can still run in conjunction with the future refresher period without dates conflicting.

    • Status changes now always pass through start and due dates to completions tracking to improve reporting (previously this was only happening with dynamic dates).

    • Improved overall performance when processing workflow changes.

  • Activity Workflow Assign Content action now supports the ability to select what activity to assign, including multiple activities.


  • Fixed an issue where CMS multilingual support wouldn't always load the correct language if the browser's locale wasn't an exact match with the saved translation.

  • Fixed saving of custom deep link activities for activity workflows.



  • User Scope permissions now support setting dynamic values against different attributes (i.e. Where User's Email Address matches Manager's Email Address).

  • Activities Listing screen no longer includes a default filter selection.


  • Removed incorrect validation error on Sessions screen when user didn't have permissions to edit that session.

  • Tab labels now display correctly in the CMS Logic editor.



  • New Content Search capabilities for searching activities:

    • The ability to search the text, headings, questions and any other content added to the page inside the activity as opposed to just the activity title and metadata.

    • The search results can be configured to include a preview snippet of the searched content.

    • Content search can be added to any CMS activity using the Search component with optional extra filters that can be used to restrict which activities are searched.


  • Embedded YouTube playback has been fixed when launched from the native Android app.

  • A rare glitch which was causing duplicate video tracking statements to be sent has been fixed.

  • Fixed performance issues when loading extremely large hierarchy activities in the admin interface.



  • ClearXP Calendar Dashboards have been released with the following functionality:

    • The ability to create any number of arbitrary dashboards with calendar components

    • Calendars can display any date-based activity such as events or facilitator unavailability.

    • Multiple event type can be plotted on the calendar with different colours so that important events can be highlighted to the user.

  • New Digital Signature CMS component that can be added to a form to collect a learner or manager's signature prior to submission. The signature will then be attached to the activity's completion as a form of verification.

  • Variations now support a new when completed condition so that different content can be displayed when the learner has completed the activity.

  • Bulk Upload now supports uploading all parts from a Session Series including the creation of the Series activity itself.


  • Fixed a bug where creating a new CMS activity was reverting the default content type to eLearn.

  • Activity cloning no longer clones missing language fields since this was causing the name to appear as "clone of null".



  • Enhanced Realms Support including:

    • Cross-realm publishing for activities and enrolments.

    • The ability to schedule publishing to occur on a specific day and time.

    • New publish permission that allows direct publishing to a realm. If only write permissions are held then publish will need to go through an approval queue first.

  • The CMS Pathway component now supports prerequisite conditions and will lock nested pathways until all configured prerequisites have been completed.

  • The Blank Template now supports attaching logic and feedback to the "page completed" event.


  • Changed CMS content to always load content in the browser-defined system language (if no user-preferences are set) even when launched outside of the Learning Hub.

  • Fixed an issue with Session Series where enrolling a user into one part of the session and then removing them from that part would break the enrolment criteria if there were no other users who had been excluded from the series cohort.

  • Fixed a bug where the version history screen wouldn't load for a session if facilitator data was missing.

  • Changed bulk upload so that when assigning facilitators to a session, it will no longer update the deprecated "instructors" field (this was appearing in version history but was unused).

  • Fixed a critical issue where a live sync (websocket) connection that sent invalid data frames was causing the server to crash. Live sync now correctly handles and logs invalid data errors.



  • Enrolments now support overriding the enrolment category for individual activities added to that enrolment. This means a single enrolment can be used to assign both mandatory and non-mandatory training to the same audience.

  • The CMS Logic component now has an includes and doesn't include option for writing conditions where a partial match is expected. This is useful for Multiple Choice questions where you'd like to attach logic when at least one response has been selected. For example, "Show feedback text when Question includes Answer A".

  • Social Sentiment data is now able to be exported from the analytics report in either CSV or Excel format.

  • Manager Hierarchy rules have been extended to be able to support static conditions against a user (i.e. do not pull a manager or the user if that user belongs to a certain country, state, etc.).


  • Changed deep links for task notifications to prevent launching the approval form when the notification is targeted at the learner.

  • Fixed a bug where the enrolment category was getting reset on self-registered enrolments if they were edited and saved in the admin interface.

  • Fixed a data issue where saving a new activity version was causing fields to become replicated which had the potential to adversely affect system performance.



  • Activity Version History now exposed for all activity changes. In the past, version history would only capture content updates but this has now been changed to record new versions in history for any change including:

    • Metadata such as name, description, attributes.

    • Settings changes such as hiding or unpublishing the activity.

    • Changes to any face-to-face field including dates, locations and facilitators.

    • Changes to notifications and workflow configurations.

  • Unpublishing Hierarchy Activities will now prompt and confirm if the admin would also like to unpublish any of the children in that hierarchy. This can be used to quickly unpublish large courses without having to go into each module individually.


  • Fixed some permission issues with read-only access not correctly disabling all inputs for event and session screens.



  • Theming Functionality now allows activities to be provided with a custom colour palette. Themes are system-wide and can be applied and synchronised across multiple activities. Themes also now allow custom fonts to be set, although these are not accessible via the theme editor just yet!

  • Improved CMS Link Tool now eases the process of creating links within text content with the ability to link to any activity, screen or external URL. Activity and Screen links are now much easier to configure with a simple dropdown search instead of having to hand-code parameters.

  • Social Posts can now be arbitrarily pinned by moderators inside a CMS social feed.


  • Added the End Date to the Learning Hub session screen for sessions that spanned across multiple days.

  • Fixed a bug where cancelling/rescheduling a user from a session wasn't always actioning the removal from the enrolment.

  • Changed the CMS Pathway component to hide non-positive Duration values.

  • Fixed the CMS Reference component not correctly showing responses from Date input component.



  • Reworks Registration processing so that a user can be assigned two distinct registrations for the same activity and access them both in parallel without the data becoming fragmented. This allows a user to track two different attempts at an activity without the data from each attempt interfering with each other.

  • Bulk Upload can now be configured to send emails to facilitators that have been added a face-to-face session.

  • Performance Improvements when loading the events and sessions screen for events that contained a series.


  • Fixed a bug where changing the dates on a face-to-face session wouldn't update the dates on the enrolment unless that enrolment was also modified before saving.

  • Fixed an issue where removing a user from a user group would not run any unregistered triggers for enrolment workflows if they were subsequently removed from an enrolment due to the group change.

  • Inactive activities are now explicitly filtered out from dashboards.

  • Fixed an indexing issue where system-generated statements were not being correctly processed against the user they were pointing at.

  • Fixed a bug where the facilitator attendance-marking screen was not correctly restoring previously marked attendances.

  • Ensures session notes are now always displayed on the session screen (previously these were only showing if the event also contained notes).



  • Social AI Insights have been automated across the platform. For any activity that contains social posts or content, an AI algorithm will perform sentiment analysis to reveal insights such as:

    • Whether the writer of the social content contributed high, medium or low effort.

    • Whether the tone of the post is positive or negative.

    • The degree of subjectivity vs objectivity in the post.

    • Aggregations of all social insights to reveal the proportion of tone and effort that has been contributed to the activity as a whole.

  • Cohort Learning functionality expanded to include:

    • Cohorts can now be assigned to sessions for Face-to-Face Events that are added anywhere within the program pathway (previously this only allowed top-level Events).

    • The ability to move an individual to a different Face-to-Face Session from the rest of their cohort. The learner will still belong to their cohort but they will be scheduled to attend a different session to the rest of the cohort.

    • The ability to rename cohorts to a custom name.

  • Event/Session Series now support learner self-registration – this has required an overhaul to the Event view inside the Learning Hub to be able to show all dates within the Session the learner is applying for including confirmation steps for registration and cancellation.

  • Configuration Changes such as roles, permissions and dashboard assignments now take effect immediately. These were previously cached for up-to 5 minutes which would delay visibility of the changes but now reflect right away.

  • Live Sync has now been made much more robust to ensure completion statuses and notification counts will always be received even if the user experiences intermittent network connectivity dropouts. Additionally, the Learning Hub will now display a warning notification if an extended period of connectivity has been lost.


  • Fixed issues with interpolating placeholder values for Session Series both when sending the test email as well as for the Event Name placeholder when sent via a workflow.

  • Unassigned users for cohorts now correctly include users who have been approved via Expressions of interest workflows.

  • Session and Event links used inside email notifications now open the activity inside the Learning Hub instead of in a standalone browser window.

  • Fixed a bug where adding a single user to a Session Series and then removing that user would cause the enrolment to break.



  • New Authoring Tool Formula Builder:

    • Allows the creation of custom values that can be displayed on-screen or used in conjunction with Logic to control the behaviour of content.

    • Custom values can be formulas that are a combination of attributes and user responses (i.e. "Quiz Score / Quiz Max * 100" could be used to display a percentage score) or lookup tables which can calculate a different value based on matched conditions (when the user selects certain options, it can change the formula values used).

    • Custom values can reference other custom values to build complex formulas where the result is the combination of multiple other calculations.

  • Cohort Learning enhancements including:

    • The ability to create and auto-assign cohort members based on constraints such as number of cohorts or number of members per cohort.

    • The ability to move individuals to a different session to their cohort without removing them from the cohort itself.

    • Multiple changes to cohorts can now be drafted and won't be applied until saved, allowing for many changes to be made at once.


  • Read-only activity permissions now correctly disable all editable fields on the activity detail screen.

  • The Card Reveal CMS component no longer causes scrollbars to appear when the hidden content is larger than the visible on-screen content.

  • Fixed issues with the download/print view of the Assessment Template getting cut-off.



  • Admin Dashboard Enhancements including:

    • The completion table now includes the amount of time spent on the activity

    • The export file for module hierarchies now displays the most recent status for the activity (previously it appeared complete even if the activity had expired).

  • The Activity Detail screen now includes Role references which displays a list of roles that include scope over the activity and users or groups assigned to that role.

  • Completion Reports now include completion field metrics that may have configured on a per-client basis.

  • Removing Facilitators from F2F Sessions will now trigger a cancellation email to the facilitator when configured on.


  • Fixed a bug where editing a nested label two-levels deep wouldn't pre-select the parent label which prevented it from being saved.

  • Added support for the Loco integration to send translations for each of the option labels in Multiple Choice, Select, Rating Scale components, etc.

  • Fixed a bug where the session attendance report wasn't showing the latest attendance status due to a deprecated report field being used.



  • Redesigned Rich Text Editor Controls which have now been moved from an embedded toolbar in the CMS text component to a floating toolbar. This improved design should no longer interfere with the content on the page and also provide an improved user experience when setting headings or other custom formatting.

  • Face-to-Face Event Series is a new option for Face-to-Face events that allows an Event to be created as a series of sessions that must all be attended before the event is considered complete. Event Series contain a number of unique features including:

    • Adding a session to a series will automatically create all the parts required for the series.

    • Enrolling users into the series will enrol them into all sessions in the series.

    • Users can be removed from just a single session in the series and still be marked as completed if they attend the same part from a different session.

    • Custom completion rules for determining which sessions must be attended to be qualified as complete for the Event Series.

  • The Face-to-Face Enrolled Users screen now supports pagination for improved performance when a large number of users are enrolled.



  • New Learning Campaign Builder functionality that exposes the ability to add workflows to any activity, which includes the following functions:

    • Triggers can listen for any tracking event with conditions that can look at the tracking statement itself or user profile information to switch what action occurs.

    • Actions can occur in real-time or be scheduled

    • Notifications can include deep links to any activity, not just the one the workflow is attached to – in this way, learning campaigns can be built that drip-feed content over time.

  • User Profile Screen updates, including:

    • Activity Completion drill-down now shows the number of attempts for that completion.

    • The ability to override a completion status and specify a completion date and comment.

    • New action buttons for re-indexing as well as refreshing a user's state for the activity.

  • Filter Conditions exposed on the CMS User Selection component which adds the ability to control what users will appear in the list based on dynamic rules.

  • Face-To-Face Locations are now exposed as a new Activity Type that can be filtered and created from the activities screen. This allows you to create Venues and Rooms that can be attached to Face-to-Face events.


  • Fixes a bug where variations wouldn't refresh when going in and out of an activity and the variation conditions would change.

  • Fixed a permission issue where assets that were uploaded as private and assigned to a user couldn't be opened in the Learning Hub.



  • Variations Manager released which allows the creation of Content Variations for a CMS activity. Variations can be to dynamically adapt the page content for different audience groups. Example use cases include:

    • Show different text content or messaging for users in different geographical areas.

    • Show or hide content for users if they are enrolled into the activity or not.

    • Changing the wording of assessment questions for the learner vs the assessor.

    • Perform A/B testing by making micro-improvements to the page and testing the results (this process will be formalised in a future release).

  • Expression of Interest Dashboards now support configuration for showing EOIs from multiple activity sources.

  • Calendar/Outlook Integration support added for emailed face-to-face invites which will now automatically add the face-to-face Session to the user's calendar. When cancelled, the calendar event will also be automatically removed or marked as cancelled.



  • Role-Based Attribute Whitelisting can now be used to control what attributes users are able to see. This can be used to hide sensitive attributes (such as Date of Birth or Pay Scale) from users except those with elevated permissions. Other improvements to the Roles screen include:

    • Redesigned UI to split Assigned Users, Permissions and Attributes into sub-navigation tabs.

    • Unsaved changes highlighted against each role and the ability to switch between roles without losing unsaved changes.

    • A warning message now appears when leaving the Roles screen without first saving changes.

  • Enrolments Version History can now be accessed via the hamburger menu on the Enrolments screen. Similar to the User Profile history, these shows a side-by-side comparison of what changes were made and when

  • Enrolments Export will now include all nested activities in the extract – that is, when the enrolment includes a hierarchy activity, the export will include all children from that hierarchy.

  • Learning Hub Launch Popups (used for What's New messages) now support multiple activities and can be configured to always show or only show when a user accesses with an unsupported browser.


  • The Activity Analytics Assessment screen now shows survey responses although this could use some additional configuration.

  • Fixed an issue where the Enrolment Type setting wasn't correctly defaulting to Admin.

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