Create Multiple Queries

This enhancement introduces the ability for multiple queries to be raised during an investigation or other workflow steps, overcoming the previous limitation of a single workflow query. Record participants, including Admins, Record Owners, Stage Assignees, and Additional Participants, can now create General Queries that are not tied to a specific workflow stage.

General Queries appear alongside workflow queries in the Queries tab and can be created at any point after the record’s first submission and before final closure. These queries operate independently of stage transitions, with standard actions available such as Respond, Back to Pending, Resolve, and Add Recipients. To ensure governance, unresolved queries do not prevent stage completion but will trigger a confirmation modal before approval or completion, and no record can be closed while queries remain unresolved.

Users see an available Add Query button (unless the record is Draft, Cancelled, or Closed), a clean recipient picker with no pre-filled groups, and clear notifications to all relevant participants.