We're pleased to announce the next point release of ShareDo - version 7.7.0 - is in general availability as of 28th June 2024.
This release includes 52 new or enhanced features and 113 issues and usability fixes. ShareDo version 7.7.0 also incorporates a roll-up of new features and issues shipped in all patch releases since 7.6.0.
Feature and enhancement highlights for 7.7.0
A few highlights of the new features in this release - a full list is shown below.
Rules Engine Rewrite
In ShareDo 7.7.0, Matching Rules have been rewritten and incorporated into a new rules engine and are available in the system under the new name Business Rules. Building rules and accessing them system-wide is now easier and includes a drag-and-drop interface and a way of testing your rules before use.
Rules can be built up to create some incredibly detailed Business Rules, with complex logic based on other rules, fields, data, evaluations and more.
Some steps will be required to upgrade some old matching rules to the new Business Rules engine, and to help facilitate this process, we’ve built an Assistant into the process.
For full details, see the articles in the Knowledge Base under the Business Rules section.
Possible issue with user portal resolution causing an error
If all portals have a persona-based rule, you may get a 404 error after logging in to ShareDo if your account's persona does not meet the criteria for those rules. You can correct this by going directly to https://[your ShareDo URL]/modeller and editing the offending portal rule.
Reporting on SSIS Jobs / Power BI Refreshes
Moving Incremental and full jobs to Maintenance Plans
We are constantly trying to overhaul aspects of ShareDo so that you have the best insight and can see what is going on. As a result, we have developed a new Reporting Dashboard:
Admin > Reports > Jobs
You can see which Jobs and BI Refreshes have run and their current status, meaning you always know what has been updated and when.
As part of this work, we also extracted some heavy-duty incremental and full jobs and put them into Maintenance Plans, breaking bigger jobs down into smaller, more manageable parts. This removes a number of issues, meaning you have fresher data.
UX Refresh
User Experience is a journey, and ShareDo is continuously taking steps and making changes to improve the user interface (UI) and experience for our customers. We aren’t looking for a drastic overnight overhaul; instead, we prefer small, well-tested incremental changes.
This release will give you a taste of some of the modern, clean UI we are tweaking for more consistent styles, curves, and more.
Here are just a few of those tweaks you might spot:
- Updated global font
- Left Navigation is wider and has pop-out styling and tweaked colours
- Removed forced capitalization
- Some elements now fade in on load
- Left Navigation User Panel styling
- The left-hand menu now expands automatically, showing the item's contents when you hover over it. Clicking a root item navigates to its first child item, meaning fewer clicks are needed to navigate the menu.
- Rounded corners / shadows
- Themed loading spinner
- Updated Top Bar Styling, and default order changed
- Removed striped radar background
- Simpler breadcrumb styling
- Smaller icons, on main info bar, blade header, and ribbons
- List View Styling
And more.
Expect to see more UI tweaks like this roll out across ShareDo in coming releases.
Modeller Landing Page Overhaul
Sticking with improving UI and UX, The Modeller landing page has had a top-to-bottom overhaul. Previously, there was empty space, with quick access to the Work Type and Participant Modeller.
Now, it’s truly a multifunctional dashboard that provides you with helpful insights, highlights the latest changes, shows recent Imports/Exports, and importantly, allows you to intelligently access work types, participants, and workflows by searching for them directly from the landing page.
Tracking Changes in Modeller
We’ve made it possible to visualise what changes have been made recently and who by, helping you keep track of what’s happening in Modeller. There is now a bespoke page for tracking these changes, including time/date, user, and comments, which can then be expanded for details.
You can find this page at:
Modeller > Solution Modeller > Latest Changes
However, beyond this, we’ve also added it as a card on the new and improved Modeller landing page, which you might have spotted above. You can access the quick link in the top right-hand corner, which will take you directly to the full ‘Latest Changes’ page.
Favourite Document Templates
This new feature puts the documents you need fast access to right at your fingertips. Within ShareDo, you can now favorite/unfavourite certain document templates to make your life easier.
We’ve added a column in the document templates library for you to identify favourited templates. We show them in the Document Admin UI and added a toggle for favourites in place of the pinned category.
Document templates can be favourited from a number of places, document browser, document templates or directly on the document editor blade.
Empty States for List Views
Some new functionality has been added to list views to make creating new content a breeze when a list view doesn’t contain any of the relevant content. You can now configure actions to create tasks, instructions, matters, or perform actions, and more.
This is set up in a similar way to how you configure list view actions.
Clone Document Templates and Pack Contents
The clone button on the document templates blade now allows you to clone the template and pack documents (physical template). For information, see the article Clone Document Templates and Pack Documents.
Features/Enhancements in 7.7.0
Full list of all feature and enhancement tickets shipped in this release:
| 109540 | [Action plan] Don't block whole blade with spinner when clicking checklist item |
| 109571 | [Action Plan] UX improvements around editable state |
| 115889 | [API] Allow document transfer API to work from workflows |
| 113422 | [Chronology] Enable the ability to easily change the title of a chronology entry and any tags in order to have an easier to "read" timeline |
| 113410 | [Chronology] Save end user filter settings for chronology |
| 113405 | [Chronology] Show participant roles in the Participant filters |
| 110921 | [Core Case] Reparent ShareDo e.g. matter -> SoW |
| 100463 | [Data Composer] - date time formatting enhancements |
| 114038 | [Data Composer] - Participants / Participant Roles - provide an easy way to navigate from role to the full participant record and visa versa |
| 109923 | [Data Composer] - reduced severity for non-fatal graph query errors |
| 114584 | [Data Composer] [Calculated Fields] Enable the categorisation of calculated fields by user specified categories |
| 106963 | [Data Composer] [Finance] Enable financial transactions to be queried and aggregated easily via Data Composer |
| 115111 | [Deprecate] Standardise UX Feature |
| 104207 | [Document Assembly] Enable the "clone" action on templates to also clone the underlying word template |
| 99068 | [Documents] [UX] Enable users to favourite their own templates |
| 117573 | [Environment Templates] - Update template settings config to support NetDocuments document repositories |
| 114424 | [Finance] - Selected Budget Structures Import/Export Provider |
| 105198 | [Finance] [Fees] Fee Structure Configuration - Enhanced configurability for fee elements including optionality |
| 114421 | [Finance] [Import Export] Chart of Accounts feedback actions more clearly |
| 114047 | [Form Builder] Add reference to autoSelectSingleParticipant in Participant Picker Snippet |
| 118532 | [FormEvo] Ability to bind FormField to Text or Data Composer |
| 114952 | [Global features] Enable progressive disclosure of feature via tags |
| 112434 | [iManage] - Linked Service should provide 'baked in' client credentials for cloudimanage.com |
| 112365 | [List Views] - Extend the Form Builder types that can be added as attributes to a List View |
| 98792 | [List Views] List View Empty State |
| 98790 | [Matching Rules] - Rewrite |
| 111754 | [Menus] - Add 'Browse All Templates' menu item to the Prepare Menu |
| 107215 | [Menus] Inbound email and telephone call to create work item flow |
| 116622 | [Mobile] Add public APIs to support mobile apps |
| 115302 | [Modeller Assistant] Functional enhancements to enable easier fixing of issues by configurators |
| 114375 | [Modeller] Make modeller audit easily accessible across the application to see who is changing what quickly |
| 104905 | [Monitoring] Add mechanism to monitor SSIS Jobs and PowerBI refreshes to alert on failures |
| 115220 | [Outlook Add-in] ShareDo components |
| 112789 | [Payment Plans] - Data Composer Enhancements |
| 114849 | [Performance] Add index to budget transactions table to improve performance |
| 109138 | [Portals] Advisor warning for a portal when no default page has been setup |
| 103326 | [Portals] Enable display of portal pages or widgets or commands via business via business rules |
| 116260 | [PowerBI] - Fix Fact_ShareDo Incremental Load and Email Mappings for DIM_ShareDo |
| 114370 | [REPORTING] - Core Reporting Model - Add new InstructionExtensions table and script to populate |
| 117287 | [Reporting] Competencies for People are not available in the reporting database |
| 110593 | [Reporting] Move control of incremental and full jobs to Maintenance Plans |
| 111758 | [Scorecards] Locking down of scores is too restrictive once used and needs to be relaxed |
| 112996 | [Theme] Ability to remove/delete theme |
| 107384 | [UX] Minor visual refresh for ShareDo |
| 98854 | [UX] Modeller Home Page |
| 116675 | [Vehicle Lookup] - Documentation states this is a Provider model but it is not |
| 115290 | [Workflow] - On add/edit variable blade - use tree selector control to more accurately reflect the data type hierarchy |
| 111636 | [Workflow] - Start workflow block to allow editing of variable mappings |
| 115528 | [Workflow] Data composer should support "ShareDo hierarchical type system" types |
| 109015 | [Workflow] Make allocation rule action use an auto complete/chosen picker to select the rule to run |
| 115229 | [Workflow] Minor UX / QoL enhancements to the workflow modeller |
| 115517 | [Workflow] Preview a form added as an action plan CTA |
| 113512 | [Workflow] Rich Text generation toolbox item |
Issues resolved in 7.7.0
Full list of issues resolved in this release:
| 114614 | [Action plan] Order of choices with call-to-actions can be random |
| 112404 | [Admin] Error in EE plan when transitioning a doc to Issued on a Matter with no Matter Owner should be handled better |
| 112294 | [Aspect Editor] - Aspects not applying setting to children correctly |
| 118798 | [Aspect] - Exception when saving work type with data aspect definition |
| 117401 | [Aspects Inheritance] - User cannot view the config and display settings unless the override option is activated |
| 114377 | [Audit] - New list view only populates "ShareDo" column for descendant ShareDos |
| 115879 | [Blade UX] Close button sometimes doesn't respond to clicks |
| 115600 | [Bundling] - Creating a bundle from the create menu fails to generate if matter has more than one repository |
| 118805 | [Business Rules] - incorrect query in approvals auto approval rules conversion assistant job |
| 118971 | [Business Rules] - missing migration of menus in list view widget configuration |
| 118792 | [Business Rules] - Unable to login when all portals for root global portal have user context dependant rules associated |
| 118976 | [Business Rules] - Work Item Type and Phase Match does not evaluate feature flag phase features |
| 118762 | [Business Rules][Portal Widgets] - Modeller assitant job failed to run |
| 118888 | [Calculated Fields] When a calculated field is opened from the Modeller, there is an error shown and the blade is misaligned |
| 116616 | [Conflict Search] Show all button on conflict check only shows one record |
| 115911 | [Data Composer] - Calculated field with nested list in lambda errors |
| 118166 | [Data Upload] - potential for 'cross pollination' of data when uploads are run semi-concurrently |
| 114928 | [Dataload ETL] - Case sensitivity of Key for eventengine.dataloadimportstream results in error starting dataloads |
| 114284 | [Date Quality Rules] - Blade data does not refresh after data quality rules completed |
| 114677 | [DMS] Native Copy Move uses incorrect context for child documents |
| 117034 | [DMS] Office-365 repository results in "Bad Request" if folder configuration is left empty |
| 118867 | [Doc Browser] - When launching a doc from the Doc Browser menu the menu should close |
| 115922 | [Doc Gen] - template display rules don't work properly with expressions v2 |
| 116665 | [Document Authoring] - Redact Function not working |
| 116949 | [Document Repositories] - do not log error when contextGraph is empty string in repostiory factory |
| 115881 | [Document Split] - page selection doesn't work |
| 114622 | [Document Templates] Question Set form builder dropdown should be searchable |
| 114161 | [Document Widget] The document precedent widget does not size correctly |
| 118757 | [Documents] - Unexpected token ";" js error in documents menu |
| 118761 | [Documents] - Using Favourites functionality causes issues with single width column |
| 113678 | [Documents] Prepare Document - "Browse All Documents" function. Amend default behaviour to launch not browse |
| 108955 | [Documents] Repeating Sections. Bounding boxes appearing on Sections when document generated |
| 114419 | [EE][Local Dev] - Byte order marker in local email role templates causes event engine to fail |
| 116227 | [Electronic Signature] - Docusign process allows linking of user accounts, but these are never used in the context of signature. We always use the service account |
| 115042 | [Emails] Reload button hidden if Email Name too long |
| 114676 | [Feature flags] Generate document feature flag config is not persisting on inherited prepare document types |
| 115812 | [Fee Structures] Incorrect Fee Structure opened when viewing Actuals (when more than 1 Fee Structure) |
| 116567 | [Finance] - Cannot create budget linked transactions against segment code that isn't configured to always display on form |
| 115084 | [Finance] - Ensure Chart of Accounts segment config is updated correctly when Segment type changes from Hierarchical -> Independent. |
| 118716 | [Finance] - Saving an hourly rate element with a "blank" number of hours causes a server side error on Save |
| 92519 | [Finance] [Fees] Fees Templates Configuration - The template name is not displayed on all the sub blades and their formats have consistency issue |
| 117183 | [Finance] Create Invoice Interest Toolbox item: Error when Chart of Accounts to Include filter is used for an Invoice with an associated Invoice Payment |
| 115928 | [Finance] public API update invoice does not check ShareDo permissions |
| 116559 | [Finance][ETL] - Update Invoice/Payment Request Data Loaders for Chart of Account Transaction creation |
| 114453 | [Finance][Fees] - Cannot expand Commercial Model Container widget |
| 117220 | [FormEvo] - fix error logging to log out response when error present in header and add debug mode to log requests and responses |
| 114009 | [General Features] Document Assembly. Configure Template Type. Correct Activity type is not displayed |
| 118443 | [Import / Export] Page freezes or selection of items slow when large amounts of data |
| 112449 | [Import Export] [Finance] Budgets imported from another environment completely wipes config in the target environment |
| 116696 | [Import/Export] - List View export exports optionset ID instead of optionset text value |
| 115817 | [Import/export] Import error when option set value used in phase history is deleted |
| 115095 | [Import/Export] Importing a plugin should check the signature before importing |
| 114387 | [Import/Export] When some Global Features are selected for an Export package an error is returned |
| 114331 | [Indexer] Synchronous indexing performance can be too slow given certain data sets, specifically de-normalising access principles |
| 118409 | [Infotrack] Should log actual status code/response when infotrack portal creation fails |
| 118848 | [Instruction] - Milestone Icons are unexpectedly disabled |
| 115021 | [Key Dates] - KeyDates displaying incorrect time when user is different timezone to system |
| 116229 | [Key Dates] Default value failing on - DateTime Kind was 'Local'. Should be 'Unspecified' or 'UTC' |
| 116667 | [Legal Forms] - invalid characters not stripped from file name when uploading completed form to DMS |
| 114887 | [List View] Date encroaches on Icon on Due Date column when date is comprised of 'wider' numerals |
| 117065 | [Logging] Failed requests to external services are not logging body content |
| 117629 | [Maintenance Plans] - Daily maintenance plans run twice |
| 117658 | [Maintenance Plans] - Updating a Maintenance Plan updates the list view but doesn't update the config |
| 118845 | [Matter Creation] - When Creating a new Instruction whilst in a Matter Portal, ShareDo is trying to add a relationship between the 2 |
| 113522 | [Migrtion] - Voice Notes migration - breaking deployments |
| 114761 | [Modeller] [Script Functions] [Debugger] Graph is not passed in the debugger |
| 118915 | [Modeller] First portal always shown regardless of persona |
| 115205 | [Modeller][Assistant] - pagination count is higher than what it should be |
| 114356 | [Modeller][Phase Plan] - Cannot use Phase Description as not available in the Context Browser |
| 117850 | [NetDocuments] environment template needs updated to handle client and matter profiles |
| 116235 | [ODS] - Address issue in organization not honouring |
| 116257 | [ODS] Autocomplete endpoint permissions |
| 114973 | [Outlook Calendar Synch] Issues with Key Dates not inserted or removed from Outlook Calendars on change of Matter Owner |
| 100940 | [Participants] Sync rules between related items do not apply |
| 112622 | [Phase Modeller] Overriding inheirted phase plans where phase guards had been copied down leaves orphaned guards causing import/export to fail |
| 115896 | [Plugins] - Byte order marker in plugin content files causes components to fail to load |
| 118935 | [Portal Designer] - Revert Rules column header back to Attributes |
| 111291 | [Priority] Menu option is available when user doesn't have option to perform action |
| 112442 | [Proxy] ReadAsync not reading all of the buffer |
| 101203 | [Public API] Locations API does not load the location types |
| 115292 | [Public API] Time Entry requires User Context |
| 115645 | [Radar] Cannot pin radar open - pin icon is missing |
| 118849 | [Reporting] - scheduled jobs permission failing |
| 115942 | [SCIM] - Employee ID is not being updated in ShareDo during SCIM process |
| 115851 | [SCIM] - Identity Delegation losing userId when completing a called workflow |
| 117210 | [SCIM]: SCIM Group check should allow configuration of multiple parameters to verify if a group exists. Only works with Displayname |
| 115182 | [Scorecard] Scorecard Summary Widget has too much whitespace |
| 115181 | [Scorecards] Arithmetic error shown when setting a long number in the banding screen |
| 114948 | [Search] - Certain reserved characters in search queries can cause elastic to error |
| 115096 | [Service Portfolio] - Unable to save service portfolio if system name contains upper case characters |
| 118909 | [ShareDoPicker] - ShareDoPicker not responding to "readOnly" setting |
| 116829 | [ssis] parentShareDoId missing from fact_chartofaccounts tables |
| 107571 | [Time Recording] Narrative should be mandatory, flag is not enforced |
| 118804 | [Time Recording] Narrative should be mandatory, flag is not enforced when submitting outside the capture screen |
| 118967 | [Top nav] Duplicate time menu |
| 118918 | [UX] - Favourites star is not position correctly in chrome on the mega menu |
| 117029 | [UX] [Comments] Spinners appear on comment widget twice on load |
| 116971 | [UX] [Finance] Fee structure widgets are not correctly nested, some alignment issues |
| 117602 | [UX] Opening burger on work types modeller jumps to top |
| 115254 | [UX] Timezone field enabled even though task is not editable |
| 118563 | [UX] Unable to select submenus from the left nav in modeller when on the export or ide screens |
| 118205 | [UX] User info panel wraps with big numbers |
| 115039 | [Work Type] - StackOverflow exception calling /repositories on ShareDo type |
| 114742 | [Workflow] Step name cannot contain special characters e.g. - but doesn't give warning in UI Just errors |
| 114966 | [Workflow] Timer role can crash when trying to run timer triggers if it has been left stopped for a long period |
| 118886 | [Workflow] Trigger de-duping disables initial triggers |
| 115032 | [Workflow] Type "/Identifier/Work Type Identifier" should be "/Identifier/Work Item Identifier" |