Coming February 14, 2026! This update brings new External Reviewer rating scales, various improvements, and bug fixes! Let’s dive in!
What’s New?
️⭐ External Reviewer Rating Scales and Refreshed Review Form Response page
Enjoy the flexibility to use different rating scales for different review forms! You can now configure multiple review scales in the External Reviewer settings and select which review scale to use in each review form. This unlocks the ability to create rating scales that align with your program areas or reviewer expertise!
Each review form can optionally have two different types of review scale: one scale used for review form questions, and one scale used for an overall rating question. Rating scales save time when building review forms because responses are predefined in reviewer settings and reusable across multiple questions. You can apply one rating scale to all rating scale questions in a form, while choosing a different scale for the overall rating question. Note that only one question per form can be mapped to the Overall Rating scale. Note: Review scales are editable at any point. However, if a review scale gets edited, the edits will take effect for all forms that had that scale in use regardless of if the review form has been submitted or not.
A refreshed External Review Form Responses tab is now available on the Grantee Portal Intake Forms Dashboard! This tab has a list of External Reviewer responses that can be filtered to display the information needed. Columns on this list can be edited.
💡Align review scales with your grant focus areas, reviewer expertise, and quickly filter your review response list!
📚 Learn more: External Reviewer Portal and Form Setup and View and Manage External Reviews
🛠️ Improvements
📤 Export Super Search to PDF!
Super Search results list can now be exported to PDF. If there are more than approximately 14 columns (varies depending on column width) in the results list, the view of all of the columns within the table in the PDF export will be cut off on the right side of the page. We recommend using the export to PDF option when there are fewer than 14 columns in the results list.
📚 Learn more: Super Search
↩️ Super Search Results Text Wrap!
Super Search results list columns will now wrap the text within the column onto the next line when the column width is adjusted, rather than truncating the data with an ellipsis. Fields that will not wrap are: numbers, dates, booleans (yes/no or true/false).
Organization Record – Removal of extra space on Requests page!
On the Requests Page of the Organization record, the extra white space between that was added to the request list has been removed. Now, the Requests will appear in a condensed list grouped by disposition.
👤 Emulate Grantee Portal Users from Contact record and Contact page!
The emulate portal user button is now available on the Contact record and on the Contact pages of Organization and Request records. For users who have the GD user permission to emulate portal users, this new button will be displayed and can be used to emulate the portal user and assist with trouble shooting or to confirm the contact’s portal permissions. In order to emulate a contact, the contact must have an active portal account. If a contact has not registered their portal account, the Emulate User button will be grayed out.
📚 Learn more: Grantee Portal User Management and Troubleshooting
⚙️ User Roles and Permissions – Updated Look and Feel!
The User Roles and Permissions page has an updated user interface to maintain consistency and improve accessibility. These changes do not contain changes in functionality but are visual improvements to the user interface.
🔍 Activity Search – New location!
The Activities Search has a new location on the Super Search landing page. Users who have the user permission “Search Activities” will have this search type available to them. The Activity Search was previously found in the Admin Tools and Settings under Activity Logs.
🏦 Max Bank Account Digits Allowed – Updated numerical range!
The Bank Account setting for the maximum number of digits allowed now supports a minimum of 4 digits. When a 4 digit bank account number has been input, the entire bank account number will be masked when displayed within GivingData.
🐛 Notable Bug Fixes
Each release includes bug fixes to enhance stability and improve your experience. Here are some key fixes:
- Grantee Portal Import: When importing an Organization form for an organization that has an request in the Exploring disposition, an error displays. This has been resolved.
- Grant Renewals: When creating grant renewals, edits that were made to a grant renewal Request record were not saving properly. This has been resolved.
- Grantee Portal Intake Form Fields: The Organization Financials by Year mapped field was not allowing users to select all of the available budget items. This has been resolved.
- Workflow Settings: When attempting to reorder workflow templates in the Workflow settings, the workflow would not save in the new order. This has been resolved.
- GivingData Document Storage: Users who have the GivingData Document storage were unable to edit Word documents online. This has been resolved.
- User Permissions: The View Request Intake Entries Permission was only giving users the access to view the application from a print modal. Users with this permission can view the application in the application modal, but are not able to edit the status or any related fields.
- Super Search: Inactive codes and inactive custom fields were not able to be added as columns for Super Search results lists or used as search filters for the Super Search. These inactive codes and custom fields can be added as results list columns and used as search filters now.
- Super Search: When exporting a results list to Excel, the selected date formatting for the date fields did not carry over to the export. This has been resolved, the date formatting in the export will match the date formatting in the Super Search results list.
- Custom Fields: In some instances, Custom Fields that had a drop down list of options to choose from were not displaying the complete list of options. This has been resolved.
- Workflows: Workflows that should automatically be added after a status change were not being added to the request. This has been resolved.
- Super Docs: When attempting to view Super Docs, if the user did not create the Super Doc template, they received an error and were unable to view the Super Doc. This has been resolved.
💡 If you encounter any issues, reach out to our Support Team —we're happy to help!
📀 Replica Database Schema Changes
Clients without a replica database in their subscription can disregard these technical details. This section is intended to notify administrators about changes to the database schema. If your subscription includes a replica database, these details may be relevant to the administrators managing your replica database or advanced data visualization tools like Power BI. For further assistance, please contact our support team.
New Tables
ReviewerRatingScales
- Added new table to manage rating scales for reviewer ratings
- Includes fields: ReviewerRatingScaleId, Label, Inactive, CreateDate, ChangeDate, CreateUserId, ChangeUserId
- Automatically populated with default "Overall Rating Scale" entry
Schema Updates
ReviewerRatings Table
- Added ReviewerRatingScaleId column with foreign key reference to ReviewerRatingScales table
- Existing records updated to reference the default "Overall Rating Scale"
Applications Table
- Added OverallRatingScaleId column with foreign key reference to ReviewerRatingScales
- Added QuestionRatingScaleId column with foreign key reference to ReviewerRatingScales
- Existing applications with review forms automatically linked to default rating scale
IntakeEntries Table
- Added NormalizedAverageOverallRating column (DECIMAL 5,2)
- Existing records automatically populated with normalized ratings (calculated as percentage based on max rating value)
IntakeEntryReviews Table
- Added NumberOfReviewerResponses column (defaults to 0)
- Existing records populated with actual answer counts from completed/submitted reviews