We're pleased to announce the next patch release of sharedo - version 7.5.3 - is in general availability as of this afternoon, 30th August 2023
Focussing on defect fixes and usability improvements, this release consists of 11 new or enhanced features and 40 priority fixes, along with 2 small quality-of-life features to enhance usability and configuration efficiency.
Feature and enhancement highlights for 7.5.3
A few highlights of the new features in this release - a full list is shown below.
Task ribbon load speed
Prior to this release, when a blade opened, the time it took its content to load could cause the content to seem to ‘jump’ down. The code has now been made more efficient so that blade content loads up to 6x faster.
Document bundle output path can now be set by tags
When setting the output path for bundled documents, folders are created corresponding to the values of the tags used in the Output Path, and bundle documents are stored within.
Document bundle sections can now have files attached at a later date
To save the bundle, it is no longer compulsory to attach a file to all sections of a default bundle. Once the bundle is generated and it is in the draft phase, more files can be attached to the remaining sections by clicking on the draft option of the associated task.
Search for and preview document templates
If you had very many document templates before version 7.5.3 it could be difficult to find the template you were looking for. In this release, the Prepare Documents Browser widget allows you to search and preview templates to quickly find the one you want.
Workflow toolbox item: Calculate budget interest
Interest is recorded as a line item on a budget; this new Workflow toolbox item is a building block that can be used to calculate and update the interest line item, taking into account interim payments and drawdown.
List view support for multi-select option sets fields
Prior to version 7.5.3, values on a form that were configured to show in a list view ran into trouble if there was an option set that allowed multiple values to be selected. Version 7.5.3 now supports the ability to add multiple option set values to a column field.
Streamlined connections interface for ODS entries and Participants
Viewing and managing connections is now easier. These enhancements include:
- The participant summary widget allows you to show role/ODS connections on the participant cards.
- Connections are now displayed on the main participant blade, and the process for adding new ones has been simplified.
- Added the ability to configure participant connections as singular in either direction (prior to v7.5.3, it was assumed that they could be multiple in either direction).
- New "Connections" column on participant list view, consolidating all loaded connections.
All features/enhancements in 7.5.3
Full list of all feature and enhancement tickets shipped in this release:
| 104599 | [AUDIT] - Add audit for failed login events and failed password reset events |
| 111260 | [Blade performance] Speed up taskbar ribbon load speed |
| 94987 | [Bundling] Add the ability to use Tags in order to set the Output path |
| 98876 | [Bundling] Enable a section to be empty until it is generated (i.e. remove mandatory restriction) |
| 107083 | [Data Quality Rules] Enable viewing of completed data quality rules |
| 112018 | [Document upload] Allow configuration of a target folder |
| 98865 | [Documents] [UX] Enhanced End User Discoverability for Templates when a large number of templates for a Matter |
| 104273 | [Finance] [Budgets] Workflow Toolbox Item - Calculate Budget Interest |
| 100874 | [Legacy Work Type Features] Remove the feature "Document Management enabled" |
| 111423 | [List View] List view support for multi-select option sets fields |
| 90460 | [ODS] Enhanced UX for managing ODS and Participant Connections |
| 110595 | [Workflow] Add help explaining that a self-executing function is necessary if returning from a javascript block |
All defects resolved in 7.5.3
Full list of issues resolved in this release:
| 111638 | [Bulk Actions] - Bulk document download from list views doesn't work |
| 109775 | [Chronology] Scorecard POI is missing band information |
| 100977 | [Contract Express integration] Contract Express not displaying correctly |
| 109847 | [Data Composer] - view/transactions loader should handle requests for position types that are not configured against the specified budget |
| 112238 | [Email Templates] - re-enable default output folder feature |
| 107199 | [Email] Inline CSS styles in inbound emails are bleeding into sharedo UI, causing display corruption |
| 107178 | [Email] In some circumstances, CSS embedded in emails can be included as text in an email reply |
| 111644 | [Emial] "To" participant missing from outbound email when the address doesn't match ODS contact record |
| 112046 | [Finance] - Add curation to finance budget transactions created event |
| 98831 | [Finance] - systemName is being used instead of Name in the BudgetStatus widget |
| 110623 | [Finance] [Budget Related Docs] - Duplicate blades when opening a pre-existing note |
| 97275 | [Finance] [Offers] Financial Details aspect: The account-related fields are not in read-only mode when the offer has been closed |
| 98817 | [Finance] [Offers] Financial Details Aspect is visually unappealing and takes up too much space |
| 110766 | [Finance] Applying a style to a budget line item note hides the note in the column view |
| 99239 | [Finance][Public APIs / POST Invoice Payment] - A 200 response is returned where no payment amount has been supplied - validation issue |
| 110169 | [IDE] Error can be thrown when downloading IDE ZIP files when there is more than one level of depth |
| 108927 | [Identity] Identity settings are lost on product upgrades |
| 107572 | [Import/Export] Matching Rules applied to the Approval Model being detected as Allocation Rules |
| 111907 | [Import/Export] Slow or timing out opening large imports in the UI |
| 110309 | [ImportExport] Null reference exception when importing sharedo type Role Menus from an older version |
| 107583 | [Modeller] In the phase plan editor - selecting multiple phases and deleting them results in an error. |
| 109194 | [Modeller]: Creating a Parent-Child Relationship between the same type causes an application pool crash on modeller page |
| 110077 | [Modeller][Participant Roles] Change default config on Task and child types to give primary-owner sharedo.participant.read permission |
| 104661 | [Option sets] Inactive option-set values are being displayed when searching |
| 111408 | [Participants] client reference disappears when we add the client branch |
| 109998 | [Phase history] Improve write time performance of phase history by removing obsolete indexes. |
| 112012 | [Property details] Aspect requires "update" permission even when sharedo is being created |
| 97829 | [Radar / Plan View] Plan view not honouring the Scale when opened in Matter Portal radar |
| 101417 | [Role Connections] - Right Role on the Edit blade has an incorrectly labelled field |
| 109773 | [Scorecards] [UX] Display banding consistently in the Scorecard summary widget |
| 109572 | [Scorecards] Editing a metric is difficult as the edit zone overlaps with the move zone |
| 109579 | [Scorecards] No ability to edit or delete metrics independently of a scorecard |
| 109769 | [Scorecards] UX / Display issues related to special characters in Metrics |
| 111640 | [SSIS] Fact_InstructionMatter load has a query error related to ambiguous columns |
| 104904 | [UX] Save/close button title and colours are not consistent |
| 109774 | [Workflow] [Scorecard] Scorecard toolbox item does not allow you to set a metric value when the metric value is Zero |
| 106373 | [Workflow] Notification Block has duplicates in the Notification Type dropdown |
| 110600 | [Workflow] Possible race condition on "When" blocks |
| 107710 | [Workflow] Timer trigger descriptions are hard to read |