In the documents module, you can link related documents in Document Properties Editor. Is there a way to setup something similar in the Assets module? We’d like to link related assets by their unique numbers.

I am using IQM Pro version 7.7.0.0 and would like to set up and automatic email response when a complaint submitted through web reporting meets a given criteria, is this possible?

Is there currently a way to use the external custom fields to attach more than one file at a time?I have users needing to upload between 2 and 20 pictures and having to go through the ‘Choose File’ button for each is very time consuming. Is there a way to bulk attach to the form/ workflow?

Is there a way to have a workflow generate a report at the end?Idealy i would like to have this sent to either a SharePoint folder or an internal folder in Qualtrax.The goal is to be ablet o look up old reports if you dont know the information to search the primary database of the workflow. Or have a PDF/Word/ or other format created to be exproted to send to internal and external customers. the work flow we are trying to do this with are quality non conformances.

At this point can a PDF be used to initiat a work flow or uploaded to a work flow to fill in fields?

Hi everyone! 👋Our team is currently building new training resources for version 7.9, focusing on the updated web interface. These materials are designed to make it easier for you to navigate and get the most out of the latest changes.Now we’d love your input!What would you like to see next?Are there specific topics, workflows, or tips that would make a big difference for you and your teams? Maybe deep dives into reporting, best practices for configuration, or quick-start guides for new features?Your ideas help shape what we create—so drop your suggestions in the comments and let’s build something great together!

With the launch of Luminate, will the Ideagen Academy be archived/ceased as it appears that the majority of courses/training are now available within the Skills section of Luminate. if this is the case, will users be able to link any completed courses with their People record on IQM via a manual sync process (as we do now with the Academy)? 

Hi there, I am new on here and this is my first post so hope I am in the right spot. I am aware that on 10.12.2025 the legislation regarding the Social Media Age Restrictions become effective and I was looking to see if I could find an upcoming release  updates for the Student Use of Social Media Policy and Procedures page in the Student Duty of Care Module but couldn’t find anything. Any guidance is appreciated. 

Hi! I am trying to create a method of tracking regulatory reporting requirements for changes made to documents. For context, I am using the Windows desktop client version 7.6.0.0. I started by testing out customizing a user defined field via custom fields & managed lists that lists the different types of regulatory reporting that may be required with a document update.Training environment - Document Properties Editor, Additional FieldsThe problem I ran into with this is that changes made to the user defined field were bound at the document level, so when I changed the reporting requirement for a new revision, it changed previous revisions as well, which causes a problem when we are pulling lists of document changes for our annual report and a document has updated multiple times within a year.We have that “Change Attachments” field that is bound at the revision level, however that only allows document uploads (as far as I’m aware). Is there a way that I can change a user defined fie

Hi Everyone,We’re working on refining our permissions in the document management module, and I’m looking for a bit of guidance on how to restrict document downloads. Here's the situation:I’d like to set things up so that only the document owner can download their documents. For example, only the Environmental Manager should be able to download environmental documents — and not anyone else from the Environmental team or other departments. Do you think there is way to set permissions this way? Thanks again for all the help this week!

I am currently testing Ideagen before we transfer from Qualtrax. I created workflows with no problem. However, the email actions are not going out to anyone.. Is this an Ideagen test problem or is it a problem for out IT department?

Platform UpdateWe are planning no-downtime updates to deliver Platform release 2.63.1 to the following areas:US Production: Thursday, November 20th Europe and Canada Production: Wednesday, December 3rd US Government Cloud Production: Thursday, December 4thYou can review the release notes for an overview of the changes.ActionPlease report any unexpected behavior that you notice in your US Config (Build, Test, and UAT) areas, which we plan to update with this new version by Friday, November 14th. (We will postpone the Production update if we're not confident in its quality.) This release will reach the European and Canadian Config areas on Wednesday, November 26th.MaintenanceNo-downtime software maintenance on US Production servers:Between Tuesday, November 18th, and Thursday, November 20th No-downtime software maintenance on European and Canadian servers as outlined in the Maintenance Schedule.As always, if you have any questions or concerns, please don't hesitate to contact us.-Greg

Our company has 1 seat for Q-Pulse FAI.  We originally got the program back from Visual Fair.  Been using this for quite some time. Today I tried to create a FAI like normal.  Forms 1 & 2 came out as expected.  However, after ballooning 3 pages of characteristics, I went to Form 3 and there were multiple pages shown at the bottom.  Each one had 13 characteristics listed.  In total there are 7 pages.  There has only been one page up till now.  Am I doing something incorrectly or was there and upgrade to add pages to eliminate scrolling?Any help, advise will be appreciated….

Hello, does anyone have any guidance on how I may be able to create some dashboards using comment, free-text data? I have tried doing this on a Trends Table, however the ‘value’ column is locked and the formatting looks a bit rough and ready. I’m trying to create an attractive dashboard to be shared with the wider organisation and am struggling to get free-text data into it in a user friendly way.

Is there a way to temporary lock out all users while we perform system maintenance?  I want to lock out all users except for the few admin members.  I don’t want to have to manually reset each password of my users, if possible.  Thanks!

Hello!I’m wondering if anyone has had success with uploading excel documents into Q-Pulse with headers that will pull the active date of the document? (Similar to how the word plug-in does for MS word documents). We have some validated spreadsheets that we use and I couldnt find information on if there is any excel based functionality or plugin.

The 2.63.0 Production Update on Thursday, October 30th introduced an issue with some grid search exports which we are addressing with a no-downtime Production Update on Monday, November 10th, 2025. You can read the release notes for more detail.As always, if you have any questions or concerns, please don't hesitate to contact us.-Greg

HIWe are using version 7.7.0.When viewing the Requirements matrix from the web app and the desktop app, where the person has a requirement for a certain course that is a renewable event, the matrix is not showing the renewed status when it has been renewed.Any thoughts? 

HelloWe have this message “Server error: the soecified server is not responding” on the dialog box for login.Regards,

Recently we requested for Ideagen to develop the way the due date system works to improve functionality and save on time wastage within the business.The current workload functionality is set at the template stage and is purely based on the raised date. This is great in theory, but in the real world, it leads to a lack of efficiency & requires considerable manual intervention with the need for micro-managing all the due dates of stages & actions within the system.As an FYI some of our Q-Pulse processes have 15 or more stages with multiple tasks within each stage.Scenario - We have a process that involves three sequential stages, the current methodology has defined dates as follows:The first stage due date is preset 7 days from the raised date, the second stage due date is preset 12 days from the raised date, and the third stage due date is 16 days from the raised date.In theory, the task will be completed in 16 days and no dates will ever be changed.However, what if the first st