We're pleased to announce the next point release of sharedo - version 7.2 - is in general availability as of this morning, 3rd November 2022.
This release includes 32 new or enhanced features and 50 assorted defect and usability fixes. 7.2 also incorporates a roll up of new features and defects shipped in 7.1.1 and 7.1.2.
New feature and enhancement highlights for 7.2
- We’ve added versioning to visual workflow modeller, allowing you to publish new versions of your workflow designs and control when the version will be used. This includes version pinning to ensure that existing, in-flight, processes will continue to use the version they start on to avoid complex issues that could arise from refactoring the structure of a workflow in-flight. In addition, you can choose the version of a workflow that an in-flight process is running against and upgrade to your new version when ready.
- A smart plan migration tool which aids conversion of your legacy smart plans over to the more efficient and modern execution engine plans.
- Platform configuration that previously would be found in static configuration files and require a redeployment to change has also been overhauled, with most of this being moved to the Sharedo configuration database. A new administration UI allows permitted users to manage these settings directly from Sharedo itself.
- The linked services system, which Sharedo uses to interface to external integrations, has been rebuilt to allow for more flexible service registrations and multiple instances of the same type of service. Whereas in 7.1 you could only register one instance of iManage (and other services), in 7.2 you can now register as many as you like. In addition, generic providers have been introduced that leverage the oAuth 2.0 standard flows (client credentials and authorisation code) to enable Sharedo to link to a multitude of existing APIs and services without storing any usernames or passwords. A new proxy service within Sharedo also enables these services to be called securely from custom workflow actions etc, whilst managing the security tokens and lifetime on the server, on your behalf.
- In the realm of documents, a new reporting and auditing system has been added allowing you to inspect the usage of your templates/precedents and content blocks. Each document generated will log its usage of the relevant parts and this can then be visualised in the document administration tooling to understand where and when your templates and content blocks are being used.
- We’ve added better support for introspecting and debugging data composer – with the ability to easily browse through the graph of data and visualise it’s results before using that information in documents or workflow.
Defects resolved in 7.2
Full list of issues resolved in this release:
| Ref. | Issue. |
| 100318 | #5993 Unwanted text appearing in linked case area |
| 99873 | [Chronology] Payment Requests Show as Double the Amount |
| 100777 | [Config Settings] - Fix encryption.keyPhrase migration |
| 97526 | [CORE] - Execution Engine - Create KeyDate and Update KeyDate in Timezone environment has different behaviour. |
| 100045 | [Doc Gen] - Fix evaluation of display rules in nested repeated sections |
| 100837 | [Documents] Display Rules not being respected on Repeating Sections when referencing Tags on Form Builder Aspects |
| 100995 | [Emails] - Assign email recipient API does not pick primary email address |
| 99884 | [Fee Structures] - Version Overview widget not displaying associated Fee Structure on Statement of Work types |
| 99953 | [Finance] - Cancelling a Payment Request is causing the amount to double on the [core-case-payments] list view |
| 97913 | [Finance] Fee Structure - Home page widget not showing the selected fee structure, adding a new one will duplicate the fee structure, fee structures not always found |
| 99129 | [Finance][Offers list] - The figures in the amount column are displayed as zero and are not picking up currency |
| 100887 | [Icons] Minified CSS has grown since upgrade to font awesome 6 |
| 101093 | [iManage] - GetDocument by path does not take into account a specified rootPath |
| 100735 | [Import Export] Importing work type phase plans is leaving locks on tables causing subsequent imports to fail |
| 100868 | [Import Export] Selecting a workflow does not include triggers in the optional dependencies |
| 100907 | [Modeller Nav] ODS connections icon missing |
| 100067 | [Modeller] - Null block doesn't not resolve with numbers |
| 100254 | [Modeller] [Event Engine Triggers] Unable to view trigger details for a K2 workflow |
| 100255 | [Modeller] [EventEngineTriggers] K2 workflows are shown as 'unknown' in the list view |
| 99886 | [O365 - Calendar Sync] - blocked event queue caused by user leaving the organisation |
| 100449 | [O365 Repo Provider] - search throws error when API response repo hasn't been created yet |
| 100739 | [Outbound email][Images] - Icons are omitted in the sent emails |
| 99774 | [Participant Search Results] - Date of Birth is incorrect by one month |
| 100906 | [Payment Requests] Error messages erroneously mention invoices |
| 100166 | [Prep Doc] The about field on prep doc does not allow search when deleted |
| 100380 | [Search] Searching on participant email brings back too many sharedos |
| 100366 | [Search] WorkItem search (InPhaseWithFeature) doesn't support feature flags |
| 97533 | [Service Portfolio] - Modeller - when moving nodes via the drag and drop actions an error of 'index must be within the bounds of the list' is thrown |
| 101170 | [ssis] Invoice Receipts now invoice payments change query to support this |
| 101169 | [ssis] Reserve value no longer populating from finance V2 |
| 100876 | [Task Blade] - fix save and close button styling |
| 100937 | [Word Plugin] Tag Browser won't display Tags for Repeating Table if is created inside a Section |
| 100726 | Document move does not pre-load the expectations |
| 100838 | Email recipient gets the attachment twice |
| 100745 | Files in DMS being overwritten |
| 100182 | Initial reserve value missing from legal ssis package for finance v2 |
| 100790 | Invoices which are fully paid are not being automatically progressed to the "Paid" phase |
| 100748 | Long file names resulting in Sharepoint DMS errors |
| 100786 | Maintain Budgets component is not checking the budget phase when determining whether to require change reasons (e.g. For onlyAfterInitial config) |
| 100320 | Medical Expert Participant odsname contains an erroneous space when read by a Smart Plan |
| 101163 | No Password Protected Warning For Prizm Doc Preview |
| 100792 | No phase guard for handling deleted related documents in DMS |
| 101076 | ODS Index struggles and can fail with large volumes |
| 100784 | Offer showing doubled up value on Chronology entry |
| 100811 | Payment Request "allowNegative" aspect config is not respected in payment request widget due to mismatched property name |
| 100791 | Payment request originator incorrect |
| 100830 | Power BI - Sum Values doubling in reports |
| 100717 | Striping rules not applied to Budget Phase change reason codes |
| 100861 | The "Review Time Recording" task is generating every day for users who are no longer active |
| 100849 | Unable to access security barriers on a Task |