We're pleased to announce that ShareDo's next patch release, version 7.8.4, is in general availability as of the 20th of March 2025.
This release builds on version 7.8.2 and centres on resolving issues and enhancing usability. It comprises 30 addressed issues.
This release includes two fixes that affected a small number of client configurations, that were packaged together as patch v7.8.3. While there are no release notes for v7.8.3, the two fixes are detailed in the list below. We advise against upgrading to v7.8.3, and instead recommend upgrading directly to the latest release, v7.8.4.
In the table below, the Internal ID reference is solely for ShareDo to track the items.
Issues Resolved in 7.8.4
| Internal ID | Description |
|---|---|
| 122234 | [Approval Models] - Fixed an issue where you were unable to edit the title or description of Approval Models with multiple steps. |
| 124497 | [Budgets Widget] - Budgets Status widget optimisations. |
| 122827 | [Budgets Widget] - Budgets Status widget loading optimised by implementing client-side request caching. |
| 125614 | [Content blocks] [Word Add-in] - Fixed an issue where the Content Blocks API sometimes returned an empty list. |
| 124234 | [Document Template] - Fixed an issue where, when sending an email, the system fails to convert an Excel attachment to PDF or if set not to convert to PDF, still tries and fails. |
| 124335 |
[Documents] - This change allows configurators to define rule-based document pack items that will be omitted if the rules for all sources fail - thus, pack items can be made optional in this way. Previously, if a source could not be resolved for a pack item, the document generation would result in an error. If ALL pack items have unresolved sources and are omitted, the document generation will still error as there is nothing to generate. |
| 123709 | [Finance] - This resolves an issue with the Chart of Accounts Global Feature import/export not highlighting dependencies on business rules. |
| 126434 | [Finance] - Refined the de-duplication process for Chart of Accounts Special Character converter. Updated the Chart of Accounts Global Feature Importer to prevent import of codes with special characters, and prevent import to a system containing special characters (e.g. when the assistant job has not been run). |
| 125930 | [FormEvo] - Refined the login process when opening forms in FormEvo. |
| 113518 | [List View] - Fixed an issue where enrichment of ancestor participant columns can cause SQL IO contention and general slowdown due to parameter sniffing. |
| 125383 | [Modeller] - Fixed an issue where the Information Aspect blade does not open so the configuration details cannot be edited for Instructions and Matters. |
| 124278 | [Notifications] - Removed a contradictory tooltip from the Send notifications from email address field. |
| 123647 | [ODS Location] - Fixed an issue where location could be saved but not associated with participant. |
| 122853 | [ODS Location] - Resolved the issue where locations couldn't be viewed if a location lacked a location type. |
| 124644 | [Option Sets] - Fixed issues with viewing, opening and saving Option Sets which had 1000's of values. |
| 125885 | [Outlook Add-in] [Backend] - Added a Filing note/Chronology name when filing emails. |
| 124812 | [Outlook Add-in] - Fixed an issue where duplicate chronology items were listed after filing an email. |
| 122538 | [Participants] - Adding a title participant to a matter no longer results in occasional errors. |
| 120708 | [Participants] - Long role names will no longer push elements off the screen. Full role names can be viewed by hovering over them. |
| 126142 | [Participant Copy] - On Instruction to Matter conversion, separate vehicle participants on the instruction are no longer merged into a single entity on the Matter. |
| 125049 | [Qol] - Enable matching by default when adding a new monitored email address. |
| 125050 | [Qol] [Documents] - On a template, set output title to default to the same as the name. |
| 125051 | [Qol] [Users] - The 'Active' toggle now defaults to 'Yes' when creating new users. |
| 125048 | [Qol] [Workflow] - In Visual Workflows > Task config - the Action Plan now displays a total count and each item is highlighted so they stand out from each other. |
| 125047 | [Qol] [Workflow] - The step name is now shown on the execution log when looking at workflow processes. |
| 126408 | [SCIM] - Fixed issue with reprovisioning of all entities using SCIM causing errors. |
| 118555 | [SoW Matching Rules] - Fixed Statement of Work inception rule selector for work types with an associated category. |
| 124539 | [Voice Notes] - Saving a recorded voice note now correctly attaches as an MP3. |
| 125181 | [Workflow / EE] - The Workflow Name is now added to the Process Info panel. |
| 110910 | [Workflow] - You can now see the current version number when publishing a new version. |
| 122291 | [Workflow] - Now allows the "When" block to take a variable for how many joins to wait for. |
| 108470 | [Service portfolio] - Service Portfolios and their nodes are now enabled by default. |
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.
All known issues listed in the patch release v7.8.1 to v7.8.3 have been resolved in this release.
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.