This release is a small defect fix package over the last minor release (7.2.0). It resolves 19 issues across a range of services and introduces 5 small new features.
New features and enhancements for 7.2.1
101299 - Finance/Budgets - users can now add notes to budget line items.
101474 - Finance/Payee bank details - tags have been added to data composer to allow selection of a payees bank details for payment request work items.
100795 - Workflow/Finance - a new action has been added to allow a budget to progress phases via automations.
100127 - Workflow/Prepare document - the prepare document action has been updated to bring it in line with the create task action. This allows due date to be set to a variable or today + n, search has been added to the document template selector, action plans can be built inline rather than as separate actions and setting the recipient/regarding field now supports variables as well.
100688 - Data protection assessment (DPA) checks on telephone calls. Allows configuration of a series of questions to confirm a callers identity at point of contact.
Defects resolved in 7.2.1
Full list of issues resolved in this release:
| Ref. | Issue. |
|---|---|
| 101507 | [Multi Party] - errors on proceedings work items |
| 101311 | [Theme] Collapsed left nav styling wrong on hover |
| 99264 | [Finance] [Chart of Accounts] Deleting a chart of account code throws errors and doesnt actually delete them |
| 100200 | Maintain Account Transactions method does not respect the "Exclude the following segment codes" config setting and this causes an error on Save of the financial aspect if set. |
| 101298 | [Theme] Icons appearing too small, e.g. action plan tick circle |
| 101252 | [Document Repositories] - O365 Document library names cause issues with special characters |
| 100369 | [Import / Export] Matching rules not exporting context |
| 101378 | [Data Composer] - context browser throws an error when trying to resolve indexed role connection in a list |
| 100939 | [DMS] O365 - rename of a document fails if the folder or document title contains any of these special characters # $ % |
| 101516 | [Search] Unable to search for participants using contact details |
| 99862 | [Chart of Accounts] [Segment Codes] - Active Flag not respected |
| 101348 | [Chart of Accounts] Inactive codes are appearing in the filters |
| 101400 | [Export Configuration] Mandatory dependencies does not show form title |
| 101377 | [Data Composer] - check budget is valid for work type in budget indexer before returning budget object |
| 101534 | [Email Templates] - unable to restrict recipient roles |
| 100979 | [Document Repositories] - Error when downloading email .msg file when name contains special characters |
| 100938 | [Search] - Document search to O365 generates broken links where document library name differs from URL |
| 101392 | [Workflow] - Templates list in "Create outbound email" should be sorted and searchable |
| 100190 | [Finance][Chart of Accounts] - Deleting an account code can throw an FK violation when it has been used on a budget - move to using standard delete and dependency tracking UX. |