We're pleased to announce the next point release of sharedo - version 7.4 - is in general availability as of this morning, 20th March 2023.
This release includes 21 new or enhanced features and 60 assorted defect and usability fixes. 7.4 also incorporates a roll up of new features and defects shipped in all patch releases since 7.3.0.
Feature and enhancement highlights for 7.4
A few highlights of the new features in this release - a full list is shown below.
Login page configuration
Sharedo supports various different ways to login, including mixed mode authentication to support multiple identity providers to be used concurrently. (e.g. so internal users can sign in with their Office 365 login, whilst external clients perhaps use forms based logins). Until 7.4, the login page would present forms login first (if enabled), then a list of other external providers to click on to sign in. In 7.4 this has been made configurable to allow the providers to be ordered, one to be highlighted as the primary authentication mechanic, and for forms authentication to be collapsed by default.
Example:
Another example:
Chronology UI enhancements
The chronology view on work items has been updated to allow a cleaner and more compact experience. Users can change view, expand and collapse cards, allowing for more information to be presented on screen.
Data composer - view all calculated fields
When viewing the data composer for a work item type, you can view all of the calculated fields that apply to this type, regardless of where they are located within the tree by clicking the view fields option from the data composer ribbon. 
Page and widget filters in portal modeller
When designing portals for work types, it is often useful to show and hide certain widgets or even entire pages based on the work type and sub-type being shown. Normally it would be recommended to create new portal definitions for derived work types in the hierarchy, but there are scenarios where the changes are trivial and it therefore makes more sense to show/hide certain pages depending on the type/sub-type the portal is rendered for. In 7.4, new filters have been added to pages and widgets on pages to allow selecting which types/subtypes the page/widget should be shown for.
Phase change reasons now support hierarchical sets.
When changing phase on a work item, we can enable capture of a reason for the change and configure a list of reason codes to choose from. Prior to 7.4, this only supported a flat list of options. This has been changed for 7.4 to allow hierarchical sets of codes to be defined and used.
Support for creation of finance items from workflow
7.4 introduces new workflow toolbox items for "Create Invoice" and "Create Payment Request" to allow these elements to be included in your processes.
Maintenance plans can now run visual workflows
Maintenance plans can now be created to run visual workflows in addition to execution engine plans etc. This allows visual workflows to be triggered on a regular schedule which is useful for clean up activities, reporting, and integrations.
New matching rule action for visual workflow
The new action "Evaluate matching rule" allows a business rule to be executed against a work item, participant or ods entity to return whether or not the chosen item matches the rule.
This allows for the abstraction of potentially complex data loading and evaluation into an external rule that can be executed and maintained independently of the workflow logic.
Enable and Disable triggers from visual workflow
Users can now enable and disable automated triggers for a visual workflow directly from the editor. From the triggers tab in the editor, all defined triggers are listed and the user is able to toggle on/off the trigger as needed.
Proxy API out of beta
The Proxy API allows for external service integrations to be called from custom UI components and workflows without being concerned with security mechanics, tokens, api-keys or configurable endpoint addresses. This is done by calling the proxy API within sharedo, passing the service to be called and the relative URL. The proxy API then leverages the linked service system to proxy that call through to the target endpoint, at the correct address, and managing any security tokens etc as might be required before returning the response to the caller.
Features/Enhancements in 7.4
Full list of all feature and enhancement tickets shipped in this release:
| 104510 | [Approvals] - Allow configurators to set priority of approval tasks in approval models |
| 101466 | [Chronology] Enhancements including Show Less Detail, In-line tagging, Ability to delete |
| 101402 | [Config] Security Issue - Ability to access, view and change values needs to be locked down |
| 103739 | [Data Composer] - Add support for Litigation Details aspect |
| 100099 | [Data Composer] Provide ability to see all calculated fields in the system |
| 100746 | [Document Delivery Channels] - Provide configuration for Email Delivery Channel set destination folder of attachments where conversion to PDF is specified |
| 101569 | [Document Management] Implement Native Move/Copy for iManage |
| 104246 | [DPA] Add skip button to DPA check questions |
| 103876 | [Finance] [Budgets] Budget Approvals - Manage budget transactions via statuses |
| 104564 | [Key facts] Refresh data on configurable UI events |
| 98618 | [Login Page] Enable prioritisation of login options and deprioritisation of formed based logon |
| 99388 | [Portal Modeller] Cant filter a page by work type and sub type |
| 96972 | [Portal Modeller] Extend Work Type filter on widgets to include sub type |
| 103925 | [Progress Milestone] Reasons should support hierarchical optionsets and show as series of connected dropdowns |
| 99777 | [Workflow] [Finance] Workflow Toolbox - Create Invoice |
| 99778 | [Workflow] [Finance] Workflow Toolbox - Create Payment |
| 102452 | [Workflow] Maintenance plans should be able to call workflows |
| 101254 | [Workflow] New query Matching Rule block that outputs either Matched or Not Matched |
| 99529 | [Workflow] UX Enhancements - enable/disable triggers |
| 103400 | Open the Matter Chronology when you are in a Proceedings |
| 104579 | Proxy API - enhancements |
Defects resolved in 7.4
Full list of issues resolved in this release:
| 101805 | [Admin][System Settings] - Editing a Setting Key throws an error |
| 98086 | [Approvals] - Approval widget (Retract process) - A bad request (No approval task found) is thrown |
| 104413 | [Core APIs] - Get person by external Id does not return aspect data |
| 101753 | [Core] - Refresh template option on electronic signature document delivery channel |
| 99540 | [Data Composer] - Bug - Calculated fields on appointment/calculated list do not display |
| 100086 | [Data Composer] - calculated fields with dependency chain depth of greater than three don't get resolved properly |
| 101324 | [Data Composer] - Date formatter returns 01/01/0001 instead of null when underlying date is null |
| 100793 | [Data Composer] - fix query error when work item has no roles or participants |
| 101256 | [Data Quality Guards] Data Quality rules which don't have matching rules do not appear in the phase guard search |
| 101401 | [Document Templates] - list view for selecting templates is not pre-configured correctly |
| 102748 | [EE] Roles keep dying after a delete of sharedo types due to orphaned triggers |
| 91406 | [FInance] (Edit Fee estimates / new version) - An error of 'Commerical Model Estimates already in Draft or Approval for commercialModel' is thrown |
| 102368 | [Finance] [Budget Linked Transactions] Enable more fine grained control of terminology for different use cases |
| 104628 | [Finance] [Budgets] Budget Lifecycle chronology type is not present in updated systems |
| 102771 | [Finance] [Budgets] Budgets blade and widget hear should only show the budget friendly name. Don't need to be prefixed with the budget type |
| 102362 | [Finance] [Chart of Accounts] Make code readonly once created |
| 102258 | [Finance] [Invoices] When loading the invoice blade a tax config error message is shown to users before hiding it; this confuses users |
| 102365 | [Finance] [Tax] Tax accounting is recording zero based transactions |
| 102420 | [Finance] {Fees] Performance issues |
| 102369 | [Finance] Invoice / Payment aspects are not correctly aligned and do not use space |
| 104020 | [Finance] Invoice Payment Items widget fails to load when the payment method is default (only one value) |
| 101259 | [Finance] Offer summary table should allow zero financial values (e.g., liability only) or null amounts for offers that have no financial configuration |
| 102629 | [Finance][Details field] - The invoice details data is not bound to the field upon reload (the data is stored to the DB) |
| 101243 | [Finance][Fee Structure Versioning] - Duplication of records in the fee structure widget |
| 103643 | [Finance][Invoice] - The tax field is disabled for an invoice in Draft phase |
| 105004 | [Geopoints] Save buttons should always be enabled |
| 102038 | [Import/Export] - Post document delivery channel has dependency on Prizm global feature which has a dependency reason of 'null' |
| 100164 | [Import/Export] Export of the Bulk Reassign global feature does not export that actual config |
| 104915 | [Import] Possible to get duplicate IDE files which causes errors |
| 102373 | [ImportExport] Importing a visual workflow should not re-generate the script |
| 98046 | [Legacy Work Type Features] Remove feature "Allows for creation of a task activity from dynamic menus" |
| 98055 | [Legacy Work Type Features] Remove feature "Uses the advanced filing blade for managing.." |
| 104281 | [LinkedServices] Proxy service is not available from WF/EE as it requires user context |
| 103834 | [Login] Edge browser password reveal icon clashes with sharedo one |
| 102455 | [Maintenance Mode] User picker needs a search as doesnt really work when lots of users are in this list |
| 102662 | [Modeller Participant Types] - Location Types blade not loading |
| 101419 | [Modeller] - Unable to create new matching rule when accessing via the Edit Participant Type route |
| 103838 | [Modeller] Service Portfolio is not respecting Theme colour config |
| 102721 | [Participant Role] - Can add Inactive Role to a Participant on Edit Participant blade |
| 102633 | [Party Type] When searching by party type list should be alphabetical |
| 104008 | [Performance] Telephone chronology handler makes N+1 database queries |
| 102393 | [Prep Doc Title] Date tag causes error message in title field |
| 104523 | [REPORTING] SSIS Incremental job does not map participant roleEndDate |
| 102755 | [Script Plans] - It is possible to edit and overwite an existing plan via the create option |
| 100246 | [User Profile] - Adding/removing a team membership causes the existing nav bars to be duplicated in the edit profile blade |
| 104904 | [UX] Save/close button title and colours are not consistent |
| 100013 | [Visual Wokflow] - It is possible to edit and overwite an existing plan via the create option |
| 102250 | [Workflow] Email subject not pulling through correctly from EE plan |
| 102453 | [Workflow] Maintenance plans are not exportable via import export |
| 101690 | [Workflow] Prep doc and email visual workflow blocks are listing all document templates, rather than just the relevant ones |
| 102458 | Add Basic Strategy form fails to load when parent is chosen from a worklist |
| 104021 | Email To: - Adding To recipient via API call is not always using primary email address |
| 103897 | It's possible to delete a plan that has a maintenance plan pointing at it |
| 104662 | Key dates aspect in "show parent" mode can cause data corruption |
| 104663 | Offers menu should be ordered alphabetically by work type name |
| 100185 | Outbound Emails not associated with correct participant |
| 104022 | Reference on Client not copying down |
| 102462 | Reserve Analytics widgets fail to load when loaded from a task in a worklist |
| 102390 | Template Document Repository Error - Response status code does not indicate success: 400 (Bad Request) |
| 104381 | Unable to correctly set To recipient on Outbound Email via Public API |