Point Release v7.8.0

We're pleased to announce that the next point release of ShareDo, version 7.8.0, is generally available as of December 20th, 2024.

This release includes approximately 48 new or enhanced features and 79 issues and usability fixes. ShareDo version 7.8.0 also incorporates a roll-up of new features and issues shipped in all patch releases since 7.7.0.

Feature and enhancement highlights for 7.8.0

A few highlights of the new features in this release - a full list is shown below.

Potential Breaking Changes

This release sets the Global Features Visual Workflow Modeller and Event Engine Configuration Server as system features and "always on", so they can't be turned off in Modeller.
In the unlikely event that you were using the legacy config service, you must migrate to the new configuration server before installing this release.
This is applicable only to on-premise customers - SaaS customers will not have issues.
Changes that now make Quick Search accent-insensitive, e.g. a search for "schroder" will now match "Schröder", and "strasse" will match “Straße”, require you to perform a Re-build index in the Diagnostics > Search Indexes area of the ShareDo System Administration. For more information on how to do this, see the Knowledge Base article Diagnostics: Manage Search Indexes. Re-build index is required for any index that you would like to support this feature, e.g. for work items (Sharedos), People, Orgs, or Locations.
This release restricts the use of special characters in Chart of Account codes.
While the Upgrade Assistant removes special characters from the System Name, it does not modify their usage in calculated fields or document tags. You will need to review your Chart of Account codes and amend any instances of special characters.
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.

Personalised List Views and Quick Filters

Views

This release's new Personalised List Views make managing tasks and data easier. You can now create Views, which are customised setups for your lists, like “My Open Tasks” or “Tasks Due Today.” Users and ShareDo Modellers can create these Views (User Views and System Views, respectively), switch between or tweak them, or create a new View based on the current set of filters. This reduces the need to stack multiple list views on a page or configure multiple similar pages on the left nav, keeping things tidy.

Smarter Filtering

With the Advanced Filtering Blade, you can apply filters without needing them to show as list columns. Just set up filters via field/operator/value clauses to fine-tune your list. Most existing filters have been moved here, so it’s all in one place, making it quicker to adjust and refine what you see.

Quick Filters for Fast Tweaks

Quick Filters now appear right above your List View when you click the filter toggle. These give you instant access to common options like “Due By” or “Assigned To.” You can save your current Quick and Advanced Filters as a new View, so everything stays as you need it.

These enhancements keep your workspace organised and help you find what you need faster.

Exporting Data from List Views

You can now also select which rows to export from a List View or export the entire list.

See the Knowledge Base articles in the List View category for more information.

Participant Connections

Smarter connections and improved user experience. Various improvements to the user interface make adding connections between participants much smoother now. It will take fewer clicks to get things done.

Streamlined Connection Button:
1. If there’s just one connection type, the generic "+" button now smartly adapts to display that specific type, saving you a click.
2. The "+" button dropdown is more intelligent for multiple connection options. It suggests the connection for a necessary role or allows you to add both a role and a connection when needed.
Participant Role Suggestions:
1. When searching for a role, you'll now see suggestions based on new role sourcing configuration, making it quicker to find what you need. Suggestions are only shown for saved work items.
Participant Picker Stays Familiar:
1. The participant picker remains unchanged for tasks like preparing documents with multiple participants, keeping things consistent and user-friendly.

This release brings a more intuitive and user-friendly experience.

Proxy API Error Reporting

This release introduces better error reporting for calls to the Proxy API.

If the Include body in error response toggle is switched On in the linked service configuration, the error message will be included in the response.

For example:

Finance Features Summary

ShareDo v7.8.0 introduces various new Finance features and enhancements:

Enable data composer to be used in the creation of calculated columns.
- Prior to this update, calculated budget columns were rigidly defined and allowed only a small number of configurable filters.
  This feature significantly overhauls calculated budget columns, enabling them to leverage the power of data composer to create custom queries for budget-calculated columns.
Restrict the use of special characters in Chart of Account codes. (Potential breaking change)
- This feature restricts the use of special characters in Chart of Account codes. Using these characters can cause issues with the unique code name used in the feature import/export.
  A Modeller Assistant job alerts users to codes that have been migrated to remove special characters that have been used.
Time to Internal Costs.
- This feature allows the creation of financial transactions for time entries to determine the internal cost of completed work.
  This feature leverages the Goods and Services module of ShareDo to determine the appropriate internal cost rate for a user's organisational hierarchy role.
  The feature supports different rates for different currencies.
Update Currency binding to support thousand markers via Regional Settings.
- This feature updates currencies in ShareDo to respect the relevant currency format specified by the locale in the Regional Settings feature.
  Most notably, this formatting includes the relevant thousand marker and decimal separators.

Data Table Upload

The Data Table Upload feature replaces the legacy Bulk Data Upload feature. This feature allows you to define and upload a table of data from an Excel or CSV file into your ShareDo environment. More information can be found in the Knowledge Base article Data Table Upload.

Features/Enhancements in 7.8.0

Full list of all feature and enhancement tickets shipped in this release:

Internal ID	Description
118697	[Data Composer] - Add parent and root type properties to Work Type.
120652	[Data Composer] - Add support for Time and Fees querying in financial transactions.
115521	[Data Composer] - Make 'Open work item context browser' command configurable. Added configuration allowing configurators to specify which graph to load. This way, it can be added to prep doc menu and you can browse data composer without having to use console window.
115948	[Data Composer] - Ability to browse from a Pre Doc to its template and associated "document template" properties e.g. any questionnaire.
115833	[Data] - Configurable Data Table upload framework for Excel and CSVs.
115120	[Deprecated] - Legacy Debt Financial Encumbrance.
115117	[Deprecated] - Legacy Finance Functionality and Assistant Job to advise on any end-user impact.
115113	[Deprecated] - Old Text Editor.
121257	[Document Repository] [UX] - Document repository widget redesign.
121255	[Documents] [o365] - ShareDo now supports searching (including file contents) in Office 365 document repository.
114611	[Expressions Editor] - Add "Browse" button to open Tag Browser.
115566	[Finance] [Budgets] - Enable data composer to be used in the creation of calculated budget columns.
118816	[Finance] - Restrict use of special characters in Chart of Account Codes.
91122	[Finance] [Time recording] - Record Internal and Time Costs.
119000	[Finance] - Update Currency binding to support thousand markers via Regional Settings.
122462	[FormEvo] - Update FormEvo Integration to Support OAuth2.0 auth code flow.
102280	[Integrations] - Deprecate BigHand integration as replaced by Voice Notes functionality.
121741	[Left Nav] [UX] - Left Nav menu UX improvements.
114941	[Linked Services] - This feature verifies a user's linked services are valid and linked on login.
108704	[Linked Services] - Better handling and reporting of errors from external linked services, such as 403/Forbidden.
121058	[List views] - Adds the ability to customise quick filter labels.
116700	[List Views] - Can now choose to export only selected rows in List View.
98791	[List Views] - Personalised views, persist filter changes and customisable quick filters.
108164	[OAuth] - Added a "Keep alive" option for registered services (those that use an Auth code flow).
121075	[ODS connections] - Allow organisation-to-organisation network connections.
120755	[Outlook Add-in} - Ability to resend/refile an email that has previously been filed. E.g., user drafts new email, files to ShareDo, makes changes and then sends.
121518	[Outlook Add-in] - Identify existing ODS Records when adding a contact.
122479	[Outlook addin] [Public API] - Filing emails from Outlook addin use email channel config for file naming rather than "body-(timestamp)"
114770	[Participants] [Connections][UX] - Reduce UX friction adding connections.
118286	[Participants] - Introduce additional role sourcing to enable the quick selection of related ODS connections for a Role e.g. Client Contact shows list of Employees for a Client up on recipient picker.
117550	[Phases] - Now the 'User-driven' toggle is on by default for transitions in phase model.
109744	[Proxy API] - Return real error details in response body if appropriate error level set (not "BadGateway").
121035	[SCIM] - ods.people organisationId is deprecated by ods entity connections for connection type "employment". ods.people jobITlte is deprecated by ods.employmentDetails jobTitle.
118309	[Scorecards] - Scorecard Nav Aspect is now configurable.
121912	[Security tools] - Added team type information to "why can I see" blade.
121427	[Time recording] [UX] - Time details entry - various UX improvements.
111826	[User Profile] [UX] - UX Enhancements to the signature component.
123361	[Workflow] - Maintenance plan enhancements.
122471	[Workflow] - Maintenance plan provider to clean up non-active single execution triggers.
123614	[Workflow] - Possible breaking change: The Global Features “Visual Workflow Modeller” and “Event Engine Configuration Server” are now system features and "always on" and can't be turned off in Modeller. In the unlikely event that you were using the legacy config service, you should look to migrate to the new configuration server before installing this release. Applicable only to on-premises customers - SaaS customers will not have issues.
103875	[Workflow] Support for System workflows. We now have the ability to specify that a workflow is a "system" workflow.
98891	[UX] - Enhanced Navigation for Admin Portal.
123831	[UX] - Enhanced dropdown menu animation.

Issues resolved in 7.8.0

Full list of issues resolved in this release:

Internal ID	Description
116850	[Bundling] - Default Output Folder not showing the same as set in Global Features > Bundling.
120725	[Chronology] - Reset button on Chronology Time Focus fixed.
118814	[Chronology] - Sharedo Relationship was missing Chronology for Inbound Email/SMS. Now, whenever an Inbound workItem is added as a child to a matter/instruction/proceeding, a chronology entry is created against the parent workItem.
118665	[Chronology] - When browsing the chronology, text expanded by clicking "Show More" will now be able to be collapsed again.
120188	[Competencies] - Fixed an issue where the editing competencies feature caused an error in the indexer.
116503	[Data Composer] - Back slashes and new line characters can now be used in calculated fields/script functions.
116177	[Data Composer] - Fix calculated fields not getting resolved when using the Load ODS Data block in visual workflow.
123370	[Data Composer] - Fixed a defect with the 'first' function - not returning the first element when no predicate is specified.
115890	[Data Composer] - Invoice & Payment Request transaction types were not always returned.
112408	[Data Composer] [Calculated Fields] - This fixes an issue with deleting a work type with the nuke tool not clearing the associated calculated fields.
106244	[DMS] - This fixes the issue of documents being duplicated in iManage when the desired behaviour is for them to be overwritten.
120552	[Doc Admin] [Configuration] - Fixes that users can see all Global Features on the Document Admin > Manage Document Features page, instead of just the Document Management features.
118599	[DocGen] - This fixes a bug in the multi-party UI where the appropriate work item ID was not being passed into the questionnaire form, resulting in certain components functioning incorrectly.
114587	[Document Assembly] - UX enhancement for the work item / data context picker on prepare documents because the about field was too hard to use in most circumstances.
123332	[Document Repo Explorer] - Fixed an issue where dragging a document into a nested quick link folder doesn't respect the parent folder.
123477	[Document Repo Explorer] - Now guards against adding a folder with an empty name.
124229	[Document Repository] [Search] - Office 365. A 'No results found' message is displayed unexpectedly. This relates to the updated o365 search feature but is an edge-case configuration issue. Contact support if it is encountered.
123908	[Document Repository] [UX] - Drag and Drop file action opens a new browser tab and does not link the associated file to the work item.
118220	[Documents] - Context-dependant roles persisted in the database when the context was changed to a work type where the role was invalid. Invalid roles are now removed on data context change.
119404	[Emails] - This fixes a bug when parsing Rich Text Editor style sheets defined in the IDE. Style sheets with certain characteristics could previously trigger an infinite loop due to the way the regular expression was defined.
119478	[Entra Identity] - Verified usage of Petapoco [Ignore] attributes.
118659	[ESignatures] - Fixed an issue with e-signatures (DocuSign) not resolving the correct document repository to store the completed PDFs.
119460	[Event Engine] - Fixed issue where delegating user identity from the event engine does not set/update tags used in logging.
112725	[Event Engine Config] Cannot remove EE node when host commands exist
118874	[Finance] - Chart of Accounts Segment code deletion - Further validation checks.
122309	[Finance] - Fixed an issue where fee approval rules error when changing the template on the statement of work with a non-standard system name.
121519	[Finance] - Fixed legacy tax rates API call from Goods and Service Items blade.
121766	[Finance] - Fixes an issue when configuring budget position types not defaulting to being editable.
113209	[Finance] - Invoice Payments will now filter out any Invoice Payments in a rejected phase.
123035	[Finance] - Resolved an issue on the Invoice Payment Aspect where if a Business Rule was present on the aspect, it was possible to create a scenario where the portal page DOM would be hidden, rather than the aspect. Also, resolved a defect where partial invoice payments created on a new Invoice Payment would not be added in the UI.
121914	[Finance] - This fix addresses the issue whereby a Payment Line Item does not correctly restrict the goods and services item types search as per the Payment Item Type settings. Additionally, some UI enhancements around Goods and Services management have been included here.
122134	[Finance] - This fix resolves an issue where undoing a Fee Estimate draft can cause a MARS error since the addition of Revenue Recognition feature.
119416	[Finance] - This item addresses the assumption that the "System Administrator" permission set exists and only adds the permission if the permission set is found.
115253	[Finance] - Update Budget Remaining/Budget Percentage Remaining "on form" calculated positions to be queryable via data composer.
122334	[Finance] - Updated associated Financial Transaction processing for removed transaction line items on Invoices, Payment Requests and Offers.
117084	[Finance] [Payment Plans] - Fixed an issue with the participant picker on the invoice payment plan portal not resolving the participant correctly.
117059	[Finance][Budgets] - Added a label to Budget Structure Icon control on the Edit Blade.
115244	[Finance][Invoice Payment] - Resolves issue where, when entering a Payment Date, and clicking Save, the Date sometimes reverts to Now.
96870	[Finance][Invoices] - When viewing an invoice payment from the perspective of an invoice it should now show the invoice payment details and a nav bar.
99194	[Finance][SoW/Applicable Fee Templates] - Deprecate edit button.
116439	[FormEvo] - Fixing this issue ensures non-editable fields in the form schema are not editable / mappable in ShareDo.
120527	[Import/Export] - Added a validation message when a work type is being imported with a phase transition guard and the phase transition belongs to a descendant work type and it doesn't already exist in the database.
114406	[Import/Export] - The edit permission for the aspect is now a mandatory dependency and is included in the export.
115923	[Import/Export] - The role sourcing roles are now mandatory dependencies and are included in the export.
119345	[Import/Export][Budgets] - Budget position types are now checked as dependencies when exporting a budget.
120643	[Import/Export][Portals] - Import/export now correctly carries over widget help text and whether the widget should default to expanded.
116043	[Interest Calculation] Reverse transaction behaviour - Only a single transaction item appears to be reversed.
123821	[Invoice Payment Plan] - Fixed an issue that prevented the saving of aspects against Invoice Payment Plans in Modeller.
119473	[Invoice] - No time zone error occurs when creating a new invoice-general.
119789	[Key Dates] - Fixed issue where validation was failing for date-only key dates.
122271	[Left nav] [Documents] - Collapsing the left nav no longer also collapses the document sidebar.
117131	[List Views] - List views allow horizontal scrolling when there is too much data to display.
120040	[List Views] [Documents Admin] - Changing the sort order in the title column caused a display issue in the type column unexpectedly. The Template Type list view column can no longer accidentally be corrupted.
116518	[List Views] - Fixed an occasional double load request for ShareDo list views.
121057	[List Views] - Adding a quick filter widget via the UI now uses widget config from available filters.
122945	[List Views] - Fixed vertical scrollbar appearing when showing menu in list view
112844	[Notifications] - Notification Types list no longer displays duplicates.
117111	[Modeller - Service Portfolio] - 'Enabled' set to true isn't saved when creating a new service portfolio. This is now fixed.
121250	[Modeller Assistant][Business Rule] - Fixed a minor bug in the assistant job responsible for converting the usage of matching rules in document template configuration to business rules.
119539	[Modeller][Participant Roles][Aspect Editor] - The focus was lost in the current icon picker to the previous blade's icon picker. The correct icon picker drop-down now always displays.
121793	[ODS Entity Connections] - Fixed an issue where you could not edit aspects on an ODS Connection.
115404	[ODS Entity Picker] - Employer Connections showed inactive records under the Employees list. Inactive employees are now highlighted as such in the UI.
122823	[ODS Entity Picker] - Inline search now works when ancestor roles are specified.
116084	[ODS Entity Picker] [Modeller] - Cards were displayed 'off screen' when adding multiple Roles. Now scrolls/animates to the section when you click add button (if it is off bottom of blade)
117239	[ODS Entity Picker] [Service Portfolio] - Now the default client in Service Portfolio is used when creating an instruction.
120521	[Offers] - Fixed an issue when zero amounts were allowed in the Offer Financials config, it was possible to save the Offer while Chart of Account Codes were invalid.
117149	[Outlook]—Key Dates synchronised with Outlook Calendars displayed a different due time in different functions in Outlook. For example, Key Dates inserted as Appointments were shown as due one hour before they were due. This is now fixed.
121865	[Participants] - Prevents mandatory roles from being removed when prevented by guards in the UI.
115949	[Payment Plan] - core-payment-plan-active trigger was not mapping the work item ID on the trigger event.
121047	[Portal Designer] [List Views] - A console log error occurs when trying to add a view to a portal designer list.
124283	[Proceedings] - Trying to create a Proceeding caused a “Not Found” error. Removed call to deprecated reserves endpoint in Proceedings blade, and removed deprecated Proceedings and Judgements widgets from default Proceedings portal to fix it.
118961	[Public API] - Person/Org APIs now support Iso Country Codes. Added countryIsoCode support to Person Organisation endpoints in public API.
119516	[Quick Search] - Quicksearch is now accent-insensitive. e.g. A search for "schroder" will now match "Schröder", and "strasse" will match with "Straße". A re-build index is required for this to take effect.
123424	[Reporting Performance] - Performance improvement for Incremental reporting job on form attributes.
115195	[Reporting] - Updates improve data granularity and accuracy in the Fact_PhaseHistory database table.
114153	[SMS Templates] - Adds the missing edit display rule icon on conditional sections in HTML templates.
117857	[Time Recording] - When defining a memo capture segment for time recording, if it's mandatory for submission but not for entry, it no longer requires you to specify a default value in the configuration.
116478	[Time Recording][Approvals List][Record Time] - A list blade related Not Found error was thrown. Clicking the "Record Time" context menu action now opens the appropriate time recording blade.
117182	[Work Item Sub-types] - Can now select case type when creating an instruction if it has a child type.
120551	[Work Type Feature] The "Can Work Type Have Delivery Channels" work item feature had no category. Now it is in the Document Management category.
121021	[Workflow] - Fixed an issue that occurred when transitioning to a phase with a very long system name.
122156	[Workflow] - Improved performance of the workflow/plan list view by 95%. On systems with a high volume of instances and executions, the list would take significant time to return results (up to 8 seconds or more). This optimisation brought this down to 0.2 seconds in testing.
117208	[Workflows] - Added system name filtering to the workflow list (column is still not visible by default, but the filtering now works if you add it).
118258	[Worklists] - Approval Worklist Widgets on Dispute Matters now default to My Pending Approvals and Requiring My Approval