Assessment Automation - June 26, 2026 - 202606.2.0

Fixed

  • Resolved an issue that allowed users to create assessments via the Self-Service Portal using a direct template URL without proper permission checks.

  • Resolved an issue that prevented bulleted list formatting from displaying correctly in the Description field when saving and reopening the Question builder.

  • Resolved an issue that prevented changes to Show logic conditions from being saved in the Builder tab of the Template details screen.

  • Resolved an issue that caused incorrect users to be assigned as section approvers when a reassessment workflow was triggered.

  • Resolved an issue that prevented the GET /assessment/v2/assessments/{assessment_id}/metadata API from returning the templateVersion response parameter.

  • Resolved an issue that caused approvers to be removed from the Select section approvers field when they were assigned, preventing users from launching assessments.

  • Resolved an issue that prevented the Add section approvers upon creation option from displaying in the Actions selection menu after users had selected Organization as a Condition when configuring assessment rules.

  • Resolved an issue that caused a network error to display after uploading documents to the AI Doc Scanner.

  • Resolved an issue that prevented section approvers from being copied from previous assessments and assigned an incorrect section approver.

  • Resolved an issue that prevented all user groups from displaying when users selected the Add section approvers upon creation option in the Actions selection menu when configuring assessment rules.

Existing Public Preview Features

Custom Notifications for Assessment Templates

Send customized, trigger-based automated email messages from a new global Notifications tab on the Assessment templates screen. This enhancement speeds up assessment completion, reduces support requirements, and provides users with more relevant information in the assessment.

For more information, see Configuring Custom Email Notifications on Assessment Templates. This feature is related to the following ideas: OT-I-949, OT-I-1270, OT-I-3522, OT-I-7945, and OT-I-16348.

Configuring Approver-only Assessment Sections

Configure approver-only sections on assessments automatically using template rules or inventory-based values. These enhancements mean users can launch assessments with approver-only sections directly from the self-service portal.

For more information, see Configuring Approver-only Assessment Sections. This feature is related to the following ideas: AA-I-293 and AA-I-302.

Leveraging AI Auto-responses for Assessments

Opt-out of automatically scanning your three most recent assessments, plus add more files, more file types, and bigger files to your uploads. These enhancements improve the performance and accuracy of the AI Doc Scanner.

For more information, see Leveraging AI Auto-responses for Assessments.

Privacy Risk Agent

|Available with Solution Packaging Only

Leverage our Privacy Risk Assessment Agent in Copilot to streamline the creation of processing activities and the completion of assessments. This agent dramatically reduces the time and manual effort required to complete PIAs, improves accuracy through semantic matching and document-based autofill, and provides transparent confidence scoring, which enables Privacy Managers to complete assessments faster, more consistently, and with greater confidence.

For more information, see OneTrust Privacy Risk Assessment Feature Guide.

Launch Reassessments as Not Started

Configure reassessments to default to the Not Started stage upon launching. This enhancement applies to copied assessments, reassessments launched via automation rules, and reassessments launched via API.

Company Names in Email Notifications

Display your company name in assessment email notification templates using the __TenantName__ email variable when notifying users. This enhancement enables you to provide assessment notifications on behalf of your organization that reflect your tenant's name.

For more information, see Customizing Assessment Email Templates Using Dynamic Variables.

Things to Know

Improved data security by implementing stricter access controls on assessment metadata and workflow configurations accessible via theGET /assessment/v2/assessments/{assessment_id}/metadataAPI. Users with limited permissions, such as invited users, will now only see basic assessment details, while advanced metadata and internal workflow structures are restricted to authorized administrators.

About Known Defects

 

Issues that may impact our customers are documented in our Known Defects Database located here with approved workarounds and targeted releases for resolving the issue.