We're pleased to announce the next patch release of sharedo - version 7.5.1 - is in general availability as of this afternoon, 26th June 2023.
Focussing on defect fixes and small usability improvements, this release consists of 26 priority fixes along with 15 small quality of life features to enhance usability and configuration efficiency.
Feature and enhancement highlights for 7.5.1
A few highlights of the new features in this release - a full list is shown below.
Action plan UX improvements
The user experience for action plans has been improved to both tidy it up and make it more consistent and easier to understand. Various alignment issues have been resolved, validation messages now remain on the form (instead of only showing on hover), not required/not applicable behaves in a way that's much clearer, plus added some consistency to the iconography, buttons etc.
New date/time control extended to form builder
In 7.5 we introduced a interface for picking dates and times. This has been extended out to form builder as well now for a consistent experience between standard and custom capture.
Export now adds key dates as dependencies
When exporting work types from one environment to another, key date dependencies had to be added manually to the package. In 7.5.1 these dependencies are detected and suggested automatically as recommended dependencies that can quickly be added to your solution export.
Export now adds mandatory create permission automatically
When exporting/importing work types prior to 7.5.1, the administrator had to include the relevant create permission definition manually. This has been removed and it is now exported/imported automatically as the work type and it's permission are intrinsically linked.
New command for “Open a form builder blade”
You can now open custom forms independently of the work item blade by leveraging the new “Open form builder blade” command which can be attached to menus, calls to action etc. This has always been possible by using the “Advanced > Open blade” command, but as that is relatively generic, configuration is quite opaque. The new command allos you to attach to menus and select the form you wish to open without hand editing JSON configuration.
New command for “Open a list view in a blade”
Similar to the previous feature, this has long been available in the guise of the advanced > open blade command, but in 7.5.1, it becomes a formal command definition allowing you to attach a menu option or call to action that will open a specified list view in a blade.
Public API - work item search now supports calculated fields
In 7.5.1, when using the work item search API, you can now enrich the response with calculated fields. Prior to this only data fields themselves could be requested, whereas now, the entire range of calculated fields defined via data composer can be returned.
Workflow - allow chaining from visual workflow to execution plans.
Visual workflows have always been able to call into other visual workflows and wait for completion. In 7.5.1 this has been extended to (legacy) script based execution engine plans. The new workflow block allows for a visual workflow to call the script plan and pause until it is completed. In addition, any usages of this block being incorporated into an exported solution package will also detect the dependency on the script block and recommend it's inclusion.
All features/enhancements in 7.5.1
Full list of all feature and enhancement tickets shipped in this release:
| 102751 | [Action Plan] UX Improvements |
| 104780 | [Documents] - Replace "Document Repository View Settings" feature with widget / aspect specific settings relating to flat view |
| 108982 | [Form Aggregator] Allow filtering of forms forms list in designer |
| 107886 | [Form Builder] Enhance UX of time picking for Date Time field (in line with key dates) |
| 107412 | [Import/Export] add configured key dates as dependencies |
| 107570 | [Import/Export] dependency check/automatically add create permission to package when adding in a work item type. |
| 108710 | [Menus] New command definition for "Open form builder blade". |
| 107702 | [Menus] New command definition for "Open list view in blade". |
| 106945 | [Power BI] Convert Invoice Report To Use Model |
| 101564 | [Public API] - Work Item Search enrichment should support calculated fields |
| 107584 | [Voice Notes] Ability to record voice notes - Minor UX Enhancements |
| 107375 | [Workflow] Add support for Creating a Key Date that is striped by Participant Role |
| 107167 | [Workflow] Allow selection of EE script plans in the start workflow block |
| 106454 | [Workflow] Curration for Sharedo created event |
| 107187 | [Workflow] Progress milestone workflow block enhancements |
All defects resolved in 7.5.1
Full list of issues resolved in this release:
| 102716 | [Action Plan] Edit button on checklist items disappears if type of item is manually changed |
| 109542 | [Action plan] Nav count showing red and not updating when 'not applicable' items are skipped |
| 108978 | [Admin][Notification Types] - After filtering the list the total number of pages and records do not change, hence empty pages are also displayed |
| 109594 | [Audit] Accessing the Team Audit option results in a blank panel |
| 95695 | [Documents][Filing] - When filing a doc from DMS to a Matter the Document Expectation search is returning complete Doc Ex work items |
| 107595 | [EventEngine] Event engine status/config screen shows "stale" role entries / "roles still running" during import |
| 108972 | [EventEngine] Events with an invalid sharedo id and no sharedo type cause the matching role to constantly crash |
| 109728 | [Fees] - SectionsOverview widget requires updating for currency code binding changes |
| 100770 | [Finance] [Budgets] Formbuilder added to Estimate/Budget does not save |
| 109017 | [Finance] Incorrect handling of financial transaction reversals is causing transaction amounts to be accounted for when reversing WIP transactions. |
| 106982 | [Finance][Payment Request] - Consistency issue with the validation message format of required type field |
| 109471 | [iManage] - Having a rootPath with multiple segments causes a fatal error |
| 108452 | [Instruction] Spawning a matter from the portal doesn't automatically redirect to the matter |
| 108773 | [Outbound Email] - Outbound emails sent via Graph API are missing the X-Sharedo-Message Header |
| 109705 | [Reporting] No Rows returned for FACT_InvoiceTransactions |
| 109585 | [Scorecards] Scorecard Workflow step corrupt a scorecard when it hasnt been initialised causing errors to be thrown and functionality is unusable |
| 101414 | [UI] [Action Plan] - Checklist 'margin' is misaligned on the Choices Action Plan item |
| 109222 | [Voice Notes] Migration of phase transition guards can fail where task phase plan has been recreated |
| 109637 | [Workflow] AddWorkingDays is sometimes crashing with a null ref |
| 109447 | [Workflow] Date calc block errors if used alone inside a step |
| 109911 | [Workflow] Load work item data block does not support calculated fields |
| 109450 | [Workflow] SMS block doesn't trigger on "Sent" phase or "Task Complete" |
| 109638 | [Workflow] Turning off "requires address" on a document template stops workflow |
| 84510 | Action Plan - Mandatory tasks |
| 102394 | Issue Ordering Key dates |
| 108746 | Sending very large JSON body payloads (over 80kb) to the public API throws an error. |