We're pleased to announce the next point release of sharedo - version 7.3 - is in general availability as of this evening, 12th January 2022.
This release includes 21 new or enhanced features and 60 assorted defect and usability fixes. 7.3 also incorporates a roll up of new features and defects shipped in all patch releases since 7.2.0.
Feature and enhancement highlights for 7.3
A few highlights of the new features in this release - a full list is shown below.
New date/time capture UX
We've improved the standard date/time capture component across sharedo based on user feedback. When capturing values consisting of a date and a time, the existing picker component was considered to be cumbersome and so we've simplified this to separate the date and time components out, where the time component can be directly entered via keyboard, or quickly selected from a drop down list.
Trigger and mapping improvements in visual workflow
A number of enhancements have been added to how you create and edit triggers for visual workflows.
When creating a trigger for a workflow in the previous version, it was necessary to select the workflow you are designing as part of the trigger creation flow. This has been removed so that it assumes the trigger you are creating is for the workflow you are designing, which removes an unnecessary step from the UI journey.
In addition, editing trigger mappings was cumbersome, requiring the inputs between event and workflow variables to be recreated each time. This too has been removed so that now, when you edit a trigger from here:
It shows the trigger details as normal, but with a new button (indicated below), which will allow you to view/update the current mappings.
Ability to specify when a step should start in visual workflows
A staple of all visual workflows is the "Start step" toolbox action, which allows a step in the workflow to start another step.
This action would trigger the step immediately, transferring control from one step to another. This has been enhanced to allow the action to transfer control either immediately (current behaviour), after a specific amount of time (e.g. in 10 minutes), or at a pre-calculated point in time (e.g. on 17th Jan 2023 at 15:00:00). The action is configured as follows;
Specifying a variable containing a date time in the "Trigger on specific date/time" field will transfer control to the linked step at that specific point in time. If you leave that field blank, the "Or trigger in" fields are editable, where you can enter a metric (Minutes, Hours or Days) and a value, which will transfer control after that period of time has elapsed.
Fully configurable case info panel
When viewing a portal for a case, the left hand navigation area typically will show a case information panel such as this:
This is configurable via the master page for the portal, but the configuration options were relatively limited:
You were able to specify whether or not to show certain static fields from the case and add sections to show holders of various roles. In 7.3 this widget retains this behaviour, but now allows switching to an "advanced" mode via this toggle:
When this it turned on, the widget can be configured with any number of sections and can present any data available from the data composer. For example:
Features/enhancements in 7.3
Full list of all feature and enhancement tickets shipped in this release:
| 102229 | Added configuratoin to key date aspect configuration to specify automatic refresh on save |
| 101436 | Extended advanced search to allow for searching on statement of work coverage dates and times |
| 101616 | Added support to inspect re-opened date from data composer tags |
| 102102 | Enhanced date/time capture control throughout to make working with time easier |
| 101433 | Support for document template to be dynamic (variables) in workflow prepare document action |
| 101991 | Add support to incoming email channels to allow selecting which configured oAuth service to use. |
| 99523 | Trigger and mapping improvements in visual workflow modeller |
| 99750 | Add support for the workflow "start step" action to provide a time delay or specific date/time |
| 100864 | Matter Summary Report should expose the Jurisdiction for the matter |
| 101572 | New portal widget to allow creation of custom menu ribbons and action panels |
| 101269 | New portal navigation paradigm - allowing a work item portal to show the left nav from the main workbench for simplified navigation models |
| 99369 | New fully configurable "case info" widget for left hand navigation |
| 101472 | Enhanced granularity for work item/role permissions to specify grants based on direct or indirect ownership |
| 102192 | Allow the CSV export action in workflow to retain exported data between runs |
| 100719 | Enable configuration of change reason behavior by position/column in budgets |
| 100879 | Additional Participant Aspect Support for Witness and Insurance Details in data composer |
| 100839 | Enable budget phases to be configured with approval models to control state transitions |
| 100878 | Enhanced financial summary widget - additional configuration options for the dislay of multiple budgets and transaction types |
| 101488 | Enable quick creation of invoices payments from budgets |
| 100847 | Enable payments, invoices to be validated against budgets and perform draw down |
| 100120 | Better support for data uri images in outbound emails |
Defects resolved in 7.3
Full list of issues resolved in this release:
| 101147 | "task-due-date-changed" event subscription does not work |
| 101674 | [Admin][Config Settings] - Settings which end in ".config" result in a 404, as we look for a config file. |
| 99722 | [Admin][Teams] - A resource not found error is displayed when an attempt is made to view time for a team member |
| 102039 | [Budgets] End user performance issues display various budgets views and lack of a spinner |
| 101416 | [Commands] - creating an email or SMS task from menus/CTAs does not populate body template correctly |
| 100884 | [Data Composer] - querying for budget phases in a list throws an error |
| 101727 | [Document Delivery] - prepare documents prevented from being automatically completed by Child Work Items Completed transition guard |
| 101648 | [Document Repo] Modified BY column doesnt return any values in O365 provider; also created and modified should show time |
| 102377 | [DPA Checks] DPA Checks are not giving the user new questions upon failing one |
| 101618 | [DPA Checks] Editing new DPA questions errors |
| 101755 | [EE] Slow performance querying for errored processes |
| 99535 | [Finance] [Budget phase plan] - Adding a new phase plan: It is possible to add a new record and overwrite an existing record's data with it |
| 102306 | [Finance] [Budgets] Budget Summary widget setting of "Show Phase Change" is no longer showing the phase change information on Portals |
| 100084 | [Finance] FInance Public APIs require a user context - this is blocking their consumption in workflows |
| 100772 | [Finance][Payment Request Aspect] - It is possible to save an existing payment record that has its account related codes missing, hence unhandled error |
| 100670 | [Finance][Payment transaction types] - The transaction item type of 'manual tax' recalculates the vat amount unexpectedly |
| 102278 | [Generic Export] Update row changes all rows |
| 102014 | [IDE] Old files sometimes cached after import/export |
| 100743 | [Import / Export] Chronology feature not importing correctly |
| 102000 | [Import/Export] DPA check question sets don't appear to import |
| 102015 | [Import] Cannot import same file again without reloading browser |
| 101188 | [Key Dates] [UX] Drag / Dropping order of Key Dates glitchy |
| 101030 | [List View Export to Excel] Dates exported in 'CSV' format need to be formatted to appear as dates in Excel |
| 100081 | [Matching Rules] - rules that have no context don't necessarily show up in the matching rule context picker (UI) |
| 101537 | [Modeller] Modeller left nav doesn't support mobile |
| 100323 | [My notifications] - The dismiss all option does not dismiss the listed notifications |
| 101248 | [Outbound Email] Delivery and Read receipt does not work when using O365 outbound email |
| 100869 | [Participants] Vehicle Participants widget is not curated and needs some config options |
| 101171 | [Portal Widget] TeamMembersContainer widget assumes portal pages exists instead of performing open blade commands |
| 100109 | [PowerBI] Table / Field name for Task Priority |
| 101682 | [Prep Doc] Document is not updated when the To party is changed |
| 102284 | [Public API] Swagger JSON link wrong after clicking public API |
| 99501 | [Security] Contact Preference actions do not adhere to the global security permissions |
| 101669 | [Theme] Some list view icons (e.g. time entry list) are too small |
| 100747 | [Time Recording] User cannot create a manual time entry and submit it in a single blade |
| 100333 | [Time][View Time Entries] - Filtering the list throws an unhandled exceptiion of 'Conversion failed when converting from a character string to uniqueidentifier' |
| 101184 | [Workflow] Allocation rule toolbox item does not show validation error if no ods id variable set |
| 102191 | [Workflow] CSV Export actions (add row/remove row/run) do not tokenise the CSV export system name correctly |
| 99022 | [Workflow] Deleting a plan when its references a menu binding should provide a link to remove that binding |
| 101730 | [Workflow] EE plan variable not pulling through onto task action plan |
| 100882 | Admin user list can time out when under load and with a volume of data |
| 102036 | Budget Calculated fields do not bind values to front end. |
| 102067 | Chart of Accounts Import process does not handle previously imported codes which have modified codes in the target system |
| 101161 | Convert to PDF creating a subfolder named after the output PDF -- the PDF itself then inside this subfolder |
| 102392 | DPA Check not available on outbound task - need to take ownership, close and repoen |
| 101148 | Erroneous entry in Audit Log for Document Expectation tasks when you mark them as Received |
| 101846 | ETL - need ability to soft lock rows to avoid parrellel processing problems |
| 101125 | Event subscription for matter liability position not working |
| 101113 | Jump To Phase approval tasks can be edited by approver |
| 101126 | Key Dates which are in a phase of System Closed still show as "Planned" in the UI |
| 100862 | List Views: Key date column type does not import into excel - missing header |
| 100115 | Matching Rules Don't Save against a Participant Type. |
| 101817 | Migration script error when deprecating 'delegatedApprover' |
| 101115 | Outbound email task is not picking up contents of the template .md file associated with it |
| 100885 | Preview function can fail when special characters are in the document url. |
| 102045 | Reintroduce "view time" menu option to the team members container widget, to open blade to view time entries for a specific user if current user has permission to view all time entries. |
| 101340 | Sharedo Priority Aspect migration not dealing with striping rules |
| 102066 | System admin permission set granted resource permissions - allows some legacy menu options to appear despite not having resource permission. |
| 100110 | Task that is not assigned to you - In Progress and Complete are not greyed out before you Take Ownership |
| 99506 | When using maintenance plans to trigger Execution Engine workflows, the last run date will be set to "Now" before the EE plan runs. |