Patch Release v7.7.2

4th October 2024

We're pleased to announce the next patch release of ShareDo - version 7.7.2 - is in general availability as of the afternoon of the 4th of October, 2024.

This release builds on version 7.7.1 and focuses on resolving issues and improving usability. It consists of 48 resolved issues.

Enhancements for 7.7.2

ShareDo Outlook Add-in Global Feature

The new ShareDo Outlook Add-in Global Feature advises whether the system is configured correctly for the ShareDo Outlook Add-in and allows you to correct any configuration issues from the feature. It also allows you to enable or disable the add-in. For more information, see the Knowledge Base article Outlook Add-in Feature.

Issues Resolved in 7.7.2 

Full list of issues resolved in this release:

Internal ID Resolved Issue
100856 [Admin][User management] - Make user type mandatory.
120591 [Aspects] - This enhancement / fix is to allow for the Related Documents Nav aspect to be added multiple times.
119614 [Aspects] - Related Sharedo Manager was showing relationships in both directions regardless of config.
120974 [Business Rules] - Ensure valid systemName / name is generated for rule in user menu assistant job when menu item has many personas or phases as filters.
119574 [Business Rules] - Finding Usages or deletion fails on certain business rules because there is more than one rule against a portal template page, portal template page widget, or portal template widget.
118885 [Business Rules] - Some blades still using the old matching rules term, these are now changed to “Business Rules”. 
121341 [Chronology] - Error when viewing email attachments that are emails (.eml files attached).
121515 [Data Composer] - Payment Request - Settlement. Payee IBAN field returned same value as the BIC (SWIFT) field.
119302 [DataTableUploads] - CSV based uploads do not work when the DMS is iManage.
120646 [DMS] - iManage connections to on-premise or hosted being overwritten with imanage-cloud connection details on upgrade.
118448 [DocGen] - Refreshing documents with tags that have line breaks, introduces additional spaces.
119232 [Documents] - Office365 repository provider sets the filename instead of the document output title when document saved.
119879 [Export] - Null reference exception in TemplateSourceFileSelector.Equals on "Creating Package" step of modeller export.
120790 [Finance] - Budgets feature config and Budget Status widget can be slow to load when budget transaction number is very large.
120622 [Finance][Invoice Interest] - Incorrect fractional month calculation in Non Compounding scenario. When the Invoice Interest toolbox item is configured for "Simple Interest" (No Compounding), the final "fractional" months interest is incorrect.
122200 [Finance] - Resolved payment in arrears issue with total in arrears granularity mode.
117040 [Finance] - When adding segment restrictions to the Financial Summary widget, an error is displayed when attempting to load the widget in the front end.
120581 [Finance][Budgets] - Instead of saving the blade you get a "hasTransactions is not defined" console error on saving new budget in Budget Global Feature.
121690 [Import / Export][Document Templates] - Import/export for legal forms break when importing legal form fields.
119575 [Import / Export] - Importing parent calculated field deletes things inherited from it. If you created a calculated field on a work type with child types, copied it to the child types, exported the field from the parent type and re-imported it, you'd see that fields on the child types were deleted.
119546 [Import / Export] - Work item portal dependency on work item is missing. Since the Business Rule updates, adding a work item portal to a package does not show the work item itself as a mandatory dependency. This causes failures on import when the work type does not exist and it tries to import the portal first.
119463 [Import / Export] - Calculated fields missing dependency on work item. A calculated field should have a mandatory dependency on the work item type it was created against to ensure the work item is created before the field is.
121020 [Import / Export] - Exporting can appear to stall at 100% when creating the final package fails.
121126 [Import / Export] - Import is creating excessive dependencies which may result in a timeout. This makes it seem like the "Execute" button does nothing when starting an import.
119560 [Import / Export] - Multiple non-fatal errors logged when importing a work type that does not already exist.
116729 [Import / Export] - Change tracking causes an error when configuring a conflict search to target one or more specific roles.
121625 [Import / Export] - Import of package fails with key constraint error from SQL due to duplicate system names on Participant Role Connections. This is due to the role connection work type context being amended posted creation. Participant Role Connections work type context can be altered post creation which causes the import to error.
121022 [Key Dates] - Reload button appears to remove all permissions.
120580 [ODS Walls] - It is now possible to add default walls to work types, not just instances of work types.
121086 [ODS Walls] - Which teams are available to be selected as being members of a wall is now based off a flag on the team type.
118541 [Outbound Email] - Email archiving uses a background process that uses the system-level linked service account instead of the user who archived the email's account.
119313 [Outlook Add-in] [Global Feature] - Added a Global Feature to ease configuration of Outlook Add-in, in new environments.
120767 [Participants] - Cannot remove participant reference. On the Edit Participant blade, if you clear/delete the 'Reference' (participant reference) and save, it reappears.
117661 [Participants] - Removing participants does not cascade to removing connections. Removing a participant from a case does not remove the related participant connection.
119547 [Participant Sync Rules] - Being able to change the work types causes issues with import/export.
121181 [Participants] - ODS People and Organisation List views in Admin fail on load.
117851 [Participants] - Party Type Role Restrictions not applying correctly.
120587 [PowerBI] - Reporting feature returns empty workspace list.
121001 [SCIM] - Job Title and Employment are not saved to the correct location and need updating.
89748 [SoW][Work type inception rules] - The compulsory fields are in read-only mode if accessed from the SoW listing page.
119284 [UX] [Finance] - Descenders on Nav Bars are cutting off on Budgets, and Nav Bars/Ribbons have inconsistent depths.
120554 [UX][Validation] - Validation messages on Statement Of Work Inception Rules blade are now textual.
119341 [Workflow] - Event payload for Key Date Created is passing in a badly formatted date.
120700 [Workflow] - Starting a child workflow with a large context causes an error: "Maximum JSON input length has been exceeded".
120539 Address Lookup incorrectly removing slashes from search address.
120994 Auto-Close Descendant Work Items feature throws a 404 not found exception.
118794 How Creditsafe credentials were handled in the backend has changed.
120536 Deleting a calculated field on a parent and choosing to not delete on its children deletes the child entries anyway.