We're pleased to announce that ShareDo's next patch release, version 7.8.1, is in general availability as of the 24th January 2025.
This release builds on version 7.8.0 and focuses on resolving issues and improving usability. It consists of 35 resolved issues.
Browser Tab Titles
| 111621 | [UX] - Add contextual window/tab titles depending on where user is within the application. |
This release includes a quality-of-life enhancement in which your browser tabs are descriptively named.
Browser tab titles will now show you which page you are on. The work item (e.g. matter) reference and page name will be displayed where relevant. On more generic pages, only page names will be shown. Finally, if no page name is set, it will default to "ShareDo."
A Global Feature to toggle this on/off (Use old tab title) has also been added. It will default to being disabled (the new titles will be shown by default).
In the tables below, the Internal ID reference is solely for ShareDo to track the items.
Issues Resolved in 7.8.1
Full list of issues resolved in this release:
| Internal ID | Resolved Issue |
|---|---|
| 124226 | [Data Composer] - Added support for OdsEntityPicker FormBuilder field type. |
| 123857 | [Data Composer] - This fixes an issue in the expression engine used by calculated fields where dependencies were not being resolved when declared in an array. |
| 124704 | [Data Table Upload] - Documents are now saved to the correct repository folder when they are in the context of a work item. |
| 125018 | [Data Table Upload] - Option set column can now match on name and ID. |
| 124264 | [Data Table Upload] [Event Engine] - The data table upload now recovers when the Event Engine is stopped and also shows the correct states when row's workflow instances have been deleted. |
| 120564 | [Document Templates] - Fixes a minor styling issue on the Prepare Document Browser blade that is invoked from the UI command of the same name. |
| 121412 | [Email] - You can now send an email from the team contact details blade. |
| 119513 | [Execution Engine] - Sorting by errored date in EE process list views no longer throws an error. |
| 116438 | [Forms Aggregator] - ShareDo type now passed to tag browser when editing the form aggregator widget so context-specific items can be selected. |
| 124275 | [Import/Export] - When importing a trigger, the system will now attempt to "match" a trigger that already exists, even if the IDs are different, so if a trigger is removed then recreated on the source system after it's already been imported into a destination system, a subsequent export/import won't result in duplicate triggers on the destination. |
| 124746 | [Import/Export] [Workflow] - Inactive triggers are no longer activated when imported. |
| 125200 | [Legal] - Fixed an issue where the Matter Litigated Phase feature was being checked regardless of whether the phase feature is enabled or not and then errored when nesting a Part 20 Proceeding type as a child of a Part 7 Proceeding Type. |
| 125098 | [List Views] - Fixed an issue in which the Financial Transactions list view was not correctly filtered by work item context when no descendant financial work items existed. |
| 124880 | [List View] - Specifying a text filter for a list view attribute column now returns the correct results. |
| 124757 | [List Views] - Made 'Due By' filter naming clearer in list views. |
| 118855 | [Modeller Assistant] - Added better handling of errors when an assistant job fails by doing more status checks for required features, like the identity delegation feature and event engine permissions. |
| 124810 | [Modeller] [List Views] - Fixed Primary Key error when cloning a list view with System Views configured. |
| 108776 | [Participants] - Allocating participants caused unexpected behaviour and an error: 'The update statement conflicted with the foreign key constraint'. Now, you can no longer add new teams or users via the entity picker, which caused the error. |
| 124685 | [Participants] - Fixed issue whereby a participant reference could not be removed. |
| 121577 | [Public API] - Fixes the findByQuery public API so that it can now resolve calculated fields when requested as part of the enrichment (assuming appropriate config). |
| 121584 | [Reporting] - Reporting queries are now able to link participant data with their case-specific address/location data. |
| 124890 | [Scorecard] - Fixed issue with scorecards with sliders not rendering. |
| 120342 | [Server error: The incoming request has too many parameters] - Fix issues whereby Organisation Tag Query causes SQL parameter exception when > 2100 tags across Organisations (SQL has a limit of 2100 params). |
| 115909 | [SMS Provider] - Fixed an issue in the SMS Provider Config where your SMS provider choice would not persist. |
| 124736 | [SSIS] - Reporting now correctly populates additional time entry data on an incremental basis not just a full rebuild. |
| 116728 | [Time Recording] - Multiple time entries will now be correctly created at date boundaries when configured to do so. |
| 125168 | [Time] - Issue fixed where the Time Nav on a document bundle becomes unresponsive after clicking stop. |
| 123953 | [Toolbar] [UX] - Toolbar drop-downs no longer obscured by the left nav. |
| 115935 | [User Management] - Fixed an issue that was raised when editing a user, if there were a large number of clients in a system. |
| 122298 | [UX] [Left Nav] - Left nav popup menu no longer flickers. |
| 117133 | [Widgets] - Fixed a rarely occurring issue concerning the HTML editor widget. |
| 124673 | [Work item ribbon] [UX] - Reinstated missing drop-down arrows on some portal ribbon bars. |
| 124388 | [Workflow] - This bug fix drops and recreates some of the indexes used to update triggers as complete. |
| 124509 | [Workflow] - Performance improvements when viewing workflow logs. |
| 119321 | [Workflow] - Fixed an issue with double quoting of values when editing a trigger mapping with literal values mapped. |
Known Issues
Occasionally, between releases, issues are discovered and recorded to be rectified in a future release. Often, we create a workaround for these issues that can be used until the fix is made available. This section outlines these known issues.
Internal ID: 125407
| Issue Description | When importing budget structures exported using the Budget Structures exporter (as opposed to the Global Features/Budgets exporter), budget positions for budget structures not included in the import package will be set to inactive. |
| Workaround |
Use the Global Features/Budgets to export budget structures. If you have already imported budget structures using the budget structures exporter, you should be able to resolve this by exporting and importing again using the Global Features/Budgets exporter. If that is not possible, then a database script may need to be executed to reactivate any budget structures that had their positions set to inactive. |
| In Release | 7.7.0 - 7.8.1 |
Internal ID: 123373
| Issue Description | If a default currency other than GBP is used, the Form Builder currency fields will not adhere to this default and will display the currency as GBP/£, depending on regional settings. |
| Workaround | No current workaround available. |
| In Release | 7.8.0 / 7.8.1 |
Internal ID: 125464
| Issue Description | When running the Chart of Account Code Special Character migrator Modeller Assistant job, you may receive an error relating to matching rules if you have matching rules set at the account-category level. |
| Workaround | You may either temporarily remove the Chart of Accounts matching rules at the account-category level and re-run the modeller assistant job if that is convenient, or run a database script to apply the migration outside of the modeller job to circumvent the issue. |
| In Release | 7.8.0 / 7.8.1 |
Chart of Accounts Configuration
If you plan to update your Chart of Accounts configuration in a 7.8.x release, please ensure you run the Chart of Accounts Special Character Converter assistant job in Modeller before importing your new configuration.