We're pleased to announce that the next point release of ShareDo, version 7.9.0, is generally available as of the 11th July 2025.
This release includes approximately 38 new or enhanced features and 46 issues or usability fixes. ShareDo version 7.9.0 also incorporates a roll-up of new features and issues shipped in all patch releases since 7.8.0.
Feature and enhancement highlights for 7.9.0
Some important information about this release and a few highlights of the new features in this release - a complete list is shown in the tables below.
Potential Breaking Changes
- This release adds columns for Tax Amount, Total Amount, and Invoice Posted Date to invoice list views.
IMPORTANT: After this feature has been deployed, the ShareDo Elastic Search Index must be reindexed. Please note that any customisation of the invoice list view will need to be reapplied.
- From version 7.9.0 onwards,
host.libandhttphelperswill be blocked. This is a breaking change for clients currently using these libraries. As a temporary workaround, ShareDo can add the following settings to theeventEnginesection of your variables JSON to allow continued use while alternative solutions are implemented:"overrideAllowedLibs": true"allowedLibs": “System.Net.Http”
-
Reporting
The new Power BI feature in this release replaces the Reporting global feature of previous versions of ShareDo.
See the Data Analytics and Platform Upgrade section below for more information on reporting in ShareDo and the new integration with Microsoft Fabric. - Permissions have been updated to provide greater control over individual endpoints. Event Engine clients that have been manually added with system IDs other than "ee-app" will require the appropriate permissions (
core.ods.canEditOrganisationsandcore.ods.people.edit) to be explicitly added. -
Public API - FindByQuery
Calling the FindByQuery API may return an ‘empty’ payload. The FindByQuery API requires that the Data Composer - Can Bypass Security Trimming permission be granted to the client application making the request.
Data Analytics Platform Upgrade
As part of this release, ShareDo has laid the groundwork for integration with Microsoft Fabric by upgrading its analytics platform to support near real-time reporting (approx. 2-minute data latency). As this integration is still in the testing phase, it is not available for production environments. For more information, see the article Microsoft Fabric and ShareDo Data Analytics.
You can continue to use reporting in ShareDo as you did before, without changing the Analytics Service from SQL Azure to Microsoft Fabric.
Key Changes
-
New Power BI Feature
ShareDo Administrators can now manage connections to their Power BI tenant directly. Existing connections from the legacy Reporting global feature will be migrated automatically. -
New Analytics Feature
ShareDo environments can now be configured to use either:- SQL Azure (existing)
-
Microsoft Fabric (new)
Note: ShareDo Support will make the infrastructure changes required for Microsoft Fabric, and you will be notified when your environment is ready.
-
Report Lists in List Views
Report listings in both the admin area and user workbench have been migrated to ShareDo list views. These views are fully customisable. Admin screens for managing reports have also been improved.
Data Loading
This release introduces new controls and features for data loading. While there is no loss of functionality compared to previous versions, the staging tables have been refined. Please contact us if you have a project already underway, and we can discuss the changes and assist with adoption.
Refer to the article Data Loading Principles and Practices for information on the new Data Loading framework and usage.
List View Enhancements
We’re excited to announce several powerful enhancements to List Views in ShareDo. These improvements provide greater flexibility, better user experience, and increased productivity through visual clarity and inline interaction.
Key Enhancements
Configurator Notes
- Grouping and card templates are configurable via the List View Designer.
- Totals are enabled by default for supported Elastic columns.
- Widget designers can toggle the display of totals and bulk action options.
Grouped List Views
- The List View Grouping feature is found under the Experimental category in Global Features and is not yet available in production environments.
- Users can now group cards in a list view by a selected column for easier navigation.
- Groups appear as collapsible/expandable sections, each with a shared icon and item count.
- Groupings are lazy-loaded on demand for performance.
- Only one group can be expanded at a time, with paging supported inside each group.
- Configurators enable grouping via the column settings in the List View designer.
List View Totals
- Users can now view summed totals for numeric columns in Elastic-based list views (e.g. Invoices, Payments).
- Totals are displayed above the list view for visibility across all paginated results.
- This feature currently supports "sum" operations only, with formatting inherited from column definitions.
- Totals appear by default for standard financial columns such as
Pre-tax,Tax,Total, andOutstanding.
Customisable Card Templates
The IDE allows you to create custom card templates. The new scaffolding feature generates a basic card for you to customise.
- Cards can now be configured to display custom metadata and support inline editing via client plugins.
- Supports JavaScript enhancements for richer user interactions.
- Users can click into cards to edit information directly and apply or cancel changes inline.
- Multiple cards can be edited in parallel.
- Bulk actions such as assignment and status updates are supported when enabled.
Visual Refresh of Card Layouts
- All card types (Full, Tiled, Data Rows) have received a modernised visual refresh.
- The updates improve readability and provide a consistent layout across card modes.
New "Remember Filters" Setting
This setting gives clients greater control over whether filters should persist, depending on the context.
- A new "Remember Filters" option has been added to the list view widget configuration.
- Default: On – preserves existing behaviour where filters persist when navigating away and returning.
- When Off – filters will be cleared when users leave and return to the list view.
Improved Filter Reset Behaviour Between Cases
- Previously, filters applied in one case could carry over when switching to a different case, leading to confusion or empty results. Now, when users switch between cases, all filters in the list view are automatically reset. This ensures a clean, consistent view every time a new case is accessed.
Transcription / Dictation Feature
For information on the new Transcription feature in ShareDo, see the articles in the Plugins category.
Features/Enhancements in 7.9.0
Full list of all feature and enhancement tickets shipped in this release:
| Internal ID | Description |
|---|---|
| 123345 | [Business Rules] - Enhance the Field Has Expected Value rule to allow comparison against parameters |
| 115110 | [Business Rules] [Modeller Assistant] - This feature removes the existing Work Type filters on Goods and Services Items, and replaces them with Business Rules. Rules are migrated by a modeller assistant job based on the existing Work Type filters. |
| 114135 | [Data Composer] - We now support a filterable view of Chronology within Data Composer. This is so Data Subject Access requests (and others) can show "case history". |
| 121520 | [Data Loading] - Data Migration framework revamp: Data Loading Principles and Practices |
| 98044 | [Deprecate] [Legacy Work Type Features] - Removed time recording features 'Time entry enabled/required' from the Legacy Work Type Features. |
| 124198 | [Deprecate] - Wiki Content Targeting configuration has been removed from ShareDo |
| 128324 | [Global Features] - The Global Features menu has moved from both the Doc Admin - Manage Document Features and Admin - Integrations - Global Features pages to Modeller > Global Features. ALL features are now managed from this menu in Modeller. |
| 126426 |
[Finance] - This feature alters how Chart of Accounts and Budgets configurations are exported and imported. The existing Global Feature exporters were previously custom, and all facets of these two features were aggregated upon export. However, to allow a more granular approach to the export and import of these features across environments, new providers have been created.
|
| 123714 | [Finance] [Invoice List Views] - Tax Amount, Total Amount, Invoice Posted Date columns added to invoice list views IMPORTANT: A reindex of the Sharedo Elastic Search index is required after this feature has been deployed. Please note that any customisation of the invoice list view will need to be reapplied. |
| 124592 | [Finance] [Payment Request List View] - Tax Amount and Total Amount are added to the payment request list view. 'Amount' column is labelled 'pre-tax' and reports the net value. IMPORTANT: A reindex of the Sharedo Elastic Search index is required after this feature has been deployed. Please note that any customisation of the Payment Request list view will need to be reapplied. |
| 127714 | [Finance] [Tax] - Updated the Maintain Tax Transactions implementation to be a dedicated service with Feature Config updates. The Tax Rates feature has been renamed Tax. |
| 124627 | [IDE] - There is a new filter button on the IDE explorer which allows you to filter on filename or contents. |
| 88709 | [Integrations] - Exchange Calendar Sync - The feature now supports Key Dates as "date only", which are all-day events. |
| 125157 | [Internal Diagnostic] - $ui.debugWidgetNames now supports the team and user blade in the console. |
| 124211 | [List view] - Implemented a facet list filter for phase columns. This means you have a drop-down menu on the phase filter in the list view rather than a text search for a filter. |
| 124951 | [List Views] [Finance] - Column totals for numerical columns are now shown at the top of the column. |
| 125012 | [List views] [UX] - Visual refresh of list view card templates. |
| 125011 | [List views] - Allow custom card templates to be configured. |
| 125062 | [List views] - Widget-level setting to disable filter persistence in list views. |
| 125013 | [List views] - You can now group list views by column in card mode. |
| 126366 | [Performance] [Emails] - Improved performance of inbound email-related API calls. |
| 111635 | [Portal] - Added additional zones for narrow left, wide right. In the portal page designer, there are new zones for a section that spans the right two columns. |
| 126524 | [QoL] [Admin] - You are now warned when there are spaces before or after a setting in Admin - System Settings. |
| 123827 | [Reporting v2] - New Reporting Global Feature, configuration, and a Direct Query Mode. |
| 123828 | [Reporting v2] - This release introduces a new Data Analytics solution powered by Microsoft Fabric. |
| 123829 | [Reporting v2] - New Reporting list view and screens for end-users and administration. |
| 127886 | [Security] Authentication - Added OpenID Scopes options to the OpenID identity provider configuration. NULL defaults to "openid profile"; otherwise, it uses the entered value. |
| 126903 | [Security] Authentication - Allow the increase of the absolute lifetime and one-time-only refresh token usage in Oauth clients. |
| 114319 | [Security] Authentication - Support authentication from upstream identity providers using Authorisation Code with PKCE OAuth flow. |
| 128285 | [Security] - Enhance support for OpenID flows. |
| 123597 | [System Config] - Added an override to Voice Notes to set the System Max recording length. |
| 121428 | [Time Recording] [UX] - The Time Nav bar is now customisable. The label can be changed, and "Include Descendants" can be toggled, which will make the time entries blade show all time entries from descendants. |
| 122812 | [Time Recording] - Added support for specifying the minimum length of a Time Entry narrative. If set to 0, entering a narrative is optional. |
| 122811 | [Time Recording] - Billing Narrative - Removed the "Auto-generated - click to unlock" button and made the field editable. |
| 124225 | [Transcription] - Integration of Transcription / Dictation Part One includes Speechmatics and Azure Speech SDK as providers. |
| 109016 | [Work type modeller] - Work type siblings are now shown in the hierarchy if they exist. |
| 100936 | [Workflow] - Added the ability to create a time entry automatically as part of a workflow. |
| 115416 | [Workflow] - New toolbox item for "Load Participant data". |
Issues resolved in 7.9.0
Full list of issues resolved in this release:
| Internal ID | Description |
|---|---|
| 123587 | [Approvals] - Fixes not being able to select document generation-specific business rules as auto-approval rules in approval steps. |
| 123618 | [Blade behaviour] - Pressing the Enter key while in the Title field on a work item blade will no longer refresh the page. |
| 128498 | [Blade behaviour] [UX] - Pressing the Enter key while in fields in several aspects will no longer refresh the page. |
| 117039 | [Blades] [UX] - The top buttons on blades now have larger "hitboxes", and should now be clickable even if your mouse is not exactly within the rounded box. |
| 122746 |
[Browser] - Pages containing foreign text will no longer trigger the browser's auto-translate feature though this is dependent on the browser acknowledging the command which is inconsistent. The issue can be resolved through the Chrome browser.
|
| 125356 | [Budgets] - Ensured buttons that allow phase changes within the Maintain Budgets blade are disabled if there are validation errors to resolve. |
| 126548 | [Bulk Data Actions] - Fixed an issue with Bulk Actions on List Views. |
| 124527 | [Chart of Accounts] - Fixes how display rules are evaluated against chart of accounts - now it will walk up the tree and check the hierarchy. |
| 126492 | [Data Composer] - Adds the missing Transaction Date field to the Chart of Accounts Transaction type in Data Composer. |
| 127254 | [Data Composer] - Fixes an issue with the financial transactions loader in Data Composer not respecting the settings of the collection indexer in the request. |
| 117877 | [Data composer][UX] - Changed the colour of toolbar buttons because they were too dark, depending on theme colours. |
| 129581 | [Data Load] - Issue resolved: the system now correctly handles contact hours for a person. |
| 127777 | [Data Load] - Updated Legacy Goods and Services Loaders to fix async error. |
| 124669 | [DMS] - Title column is now filterable/searchable in the documents repository widget. |
| 94978 | [Document Actions] - Create Payment - Fixed an issue where Payment Amount did not support decimals. Migrated Create Payment Document Action to use Chart of Accounts. |
| 126465 | [Document Actions] - Create payment reserve type looked at legacy config. Migrated Create Payment Document Action to use Chart of Accounts. |
| 126130 | [Document Actions] - Issue where Create payment document action causes error. Migrated Create Payment Document Action to use Chart of Accounts. |
| 128142 | [Documents][Permissions] - Fixed an issue where a user without Doc Assembly permission can access Doc Assembly global feature, but is shown blank config blades. |
| 123372 | [Documents] - Resolved an issue where the Document Title Attribute was not being populated during the creation of document tasks. |
| 122236 | [Documents] - Fixes an issue with a menu provider not checking the document delivery feature configuration around whether multiple deliveries are permitted. |
| 120695 | [Emails] - Email field does not allow ampersand (&) character. Emails with supported special characters should no longer cause a validation error- .!#$%&’*+/=?^_`{}|~- |
| 126594 | [Emails] [Admin] - Fixed default email reserved word names and descriptions. |
| 104302 | [Finance] - Corrected calculation for due amount on invoice blade to include tax. |
| 126516 | [Finance] - Fixed an issue where Display Orders were not updated for existing segment codes when a new code was added. The new code was correctly assigned display order zero, but the display order of other codes was not incremented. |
| 125731 | [Finance] [API] - Updated Account Adjustments API to ensure CreatedBy user is set on the transaction. Updated reversal process for deleted account adjustment transactions. |
| 126556 | [Finance] [COA - Invoices and Payments] - Fixed an issue related to altering an invoice or payment request tax rate where changing an item from being taxable to 0% tax did not update the tax transaction in the COA. |
| 109609 | [Finance] [Invoice Payment] - This fix ensures Invoice Payments can only be created with positive monetary values. |
| 116437 | [Form View Aggregator] - Toggle control type is now correctly imported. |
| 128171 | [Integrations] [Google Maps] - Fixed an issue where an error message appeared when viewing a Google Maps integration, and the map was watermarked with 'For development purposes only'. |
| 127312 | [List Views] - Fixed an issue where if a list view column name exceeds the maximum character length allowed, and the blade is saved, then an error occurs. |
| 129715 | [List Views] [Filters] - Fixed issue where list view configuration relating to ancestor data could trigger an ‘Index was outside the bounds’ error. |
| 125482 | [Location Map] - When setting the default map position, the longitude is not saved. The map aspect is now rendered and saved as expected. |
| 126384 | [Modeller] - Race condition preventing "Inconsistent Roles" dropdown from displaying previously selected roles on the Participant "Edit Role" blade is now fixed. |
| 124499 | [Multi-Party] [Features] - Fixed an issue where an infinite loading wheel appears on the blade and console errors occur when creating a Multi-Party Document/Email from the Create menu on a Matter. |
| 126368 | [Offers] - Not all participants are being added correctly when selected from the Offers blade. Fix implemented in validation code for a client who is still using this legacy approach for selecting Participants for Offers. |
| 118015 | [Optionsets] [Deletion] - An error of 'The DELETE statement conflicted with the REFERENCE constraint' is thrown. Updated optionSet deletion provider to check all dependencies in the database. |
| 128590 | [Plan View Widget] - Using Portfolio List View setting on Workbench causes an error. |
| 125430 | [Reporting] - Resolved mapping issues with Fact_FeeStructures and duplicate rows in DIM_Matter and Dim Scorecard Metric Labels table. |
| 128704 | [Repository Explorer] - Fixed an issue where the View Properties menu option was missing from the document dropdown. |
| 128531 | [Security] - The "host" object in scripts/workflows is now deprecated and locked down by default, and will be removed in the next release. Any scripts/workflows using this directly should migrate to using the proxy system instead. |
| 118909 | [ShareDoPicker ] - ShareDo picker component correctly handles readonly setting now. |
| 124792 | [Time Entries] - Global feature settings are now respected in time entries blade when recording time. |
| 126647 | [Time Recording] - Improved the validation error messages when creating or altering a Time Entry when the Historic Time or Future Time settings have been configured. |
| 118406 | [Time] - Fixed an issue where time zones were not working with the time picker in time entries list view. |
| 126518 | [UX] - Fixed the Prepare Documents menu getting occasionally stuck open. |
| 124730 | [UX] - Resolved an issue where a lengthy phase name caused overflow on an approval card. The name now wraps correctly. |
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: 130392
| Issue Description | When viewing the calendar view of key dates on a matter, you get an error saying you are unauthorised to access the resource because you are missing one of these permissions: core.adminAccess, core.modeller. |
| Workaround | Having the Admin permission Access ShareDo modelling tools will let you view the calendar. |
| In Release | 7.9.0 |
Internal ID: 130725
| Issue Description | Some out-of-the-box workflow blocks produce an error when used. The error text received would be similar to: Unable to execute script and Allow unsafe host functions is disabled. Examples of workflow blocks that could cause this error are: On Phase Change and Create Key Date. |
| Workaround | For On Phase Change, you could have the conflict check in a separate workflow that triggers when the matter hits the required phase. You would need to develop similar workarounds for other blocks that cause the error, or wait for patch 7.9.1, which should be available around the middle to late August. |
| In Release | 7.9.0 |
Internal ID: 131926
| Issue Description | Certain fragments of HTML, including lists (e.g. <ul> or <ol>), can cause the Rich Text Editor not to load. |
| Workaround | Patch 7.9.1, which should be available around the middle to late August, corrects this. |
| In Release | 7.9.0 |
Internal ID: 133520
| Issue Description | When using the public work item API to update a Payment Request (e.g. /api/v1/public/workItem/{paymentRequestId}), if the "Currency" or "ChartOfAccountsSegmentCodeIds" properties of the paymentRequest.transactions are set to null, this will set those properties to null - which is generally incorrect. The likely error displayed in ShareDo usually has the text "Value cannot be null. Parameter name: key". |
| Workaround | Point release 7.10.0, which should be available around the beginning of October 2025, corrects this. |
| In Release | 7.9.0+ |