We're pleased to announce the next point release of ShareDo - version 7.6 - is in general availability as of 11th January 2024.
This release includes 24 new or enhanced features and 77 issues and usability fixes. 7.6 also incorporates a roll-up of new features and issues shipped in all patch releases since 7.5.0.
Feature and enhancement highlights for 7.6
A few highlights of the new features in this release - a full list is shown below.
Upgrade Assistant
The ShareDo product is constantly evolving. New functionality is being released, existing functionality is enhanced, and, occasionally, functionality is removed.
We have introduced the Modeller Assistant to make managing your solution through these changes as easy and risk-free as possible. This proactive tool inspects your configuration to identify any potential issues with your configuration (we call these “jobs”).
Only admin users can run upgrade jobs. If upgrading your development environment, you will most likely choose to Run Pending Jobs to have these inspect your solution configuration. Once the jobs have run, you can begin to address these issues.
In the case of other environments, such as UAT or production, you will most likely choose to Import Configuration first. By importing your fixed configuration, the Modeler Assistant should find few, if any, errors, enabling you to streamline your production upgrades.
Documentation fully describing the Assistant is available on the ShareDo help site.
Data Composer Expressions
Calculated fields allow you to write short scripts to extract any ShareDo data. Using calculated fields is ideal for document generation or template administration. As well as extracting the data, you can perform basic operations on it, like comparing data, returning a value based on the comparison, and then formatting it. For example, you can calculate a participant's age and return this in words rather than numbers. You can also reference other calculated fields from within a field. Also, use expressions to create calculated lists. A calculated list allows you to apply further sorting and filtering to lists in ShareDo. These are then stored as Calculated Lists, which can be used within the application or in document templates.
For more information, see the articles:
Data Protection Assessment (DPA) Checks
DPA checks have been available for a while, but now you have the ability to look at previous checks and see individual question results.
See the article Introduction to the DPA feature for more information.
Form builder date/time field enhancement
Before this release, the form builder snippets for date/time included a format attribute. Changing the date format could cause the not a valid date type error in a workflow under certain conditions. The format attribute restricted date formatting to the ISO 8601 standard (YYYY/MM/DD). Changing the date format caused issues in ShareDo.
These snippets now have the displayFormat attribute which replaces the format attribute. New forms will use the displayFormat attribute and not cause errors when used with workflows. Forms already in use that were set up with the old attribute will still work as they used to; there is no need to edit them to use the new attribute.
Don't change the format attribute to displayFormat unless you also plan to run a migration to change the format of saved data. Otherwise, existing data will not load into your form, and you will see Not valid: (date), format: "ISO 8601" errors in the console.
Form View Aggregator Widget
This widget now has a toggle (Expanded), allowing users to configure which sections will be initially expanded when the widget is shown. You configure the section using the widget designer, which lists the sections available. Choose a section to edit and select Expanded to have that section open when the widget is shown. Note that when a user clicks a closed section, the currently open ones still close as usual.
Menu Editor Enhancement
Find full details in the article Configuring menus for work type and work item blade ribbons.
New Participant Picker
The ODS Entity Picker aspect has had an overhaul in v7.6. Changes include the following (some require additional configuration):
- Support for assigning multiple participants to a single role, and configuring multiple pickers on a work item.
- You can search inline for participants rather than opening a separate blade.
- Different view modes are supported (card/list).
- Searching for related participants is now possible.
- Role sourcing configuration is now respected before work items are initially saved.
- Appropriate requirement level (mandatory, recommended) is driven by role configuration.
- Now includes an inline participant reference editor.
As part of this change, the following aspects have been deprecated from the product and migrated over to use the new picker for a more consistent user experience:
- Role Manager.
- Participant picker.
- Instruction B2B Details.
- Attendees.
- Task Assigned To.
ShareDo v7.6.0 introduces the ODS Entity Picker, a new field type in the Form Builder. This functionality enables users to handle work item participants directly within a form.
Visual workflow toolbox enhancements
Key Dates
This version of ShareDo makes several enhancements to the handling of key dates in the visual workflow:
- If you use the Create key date block to create a key date that already exists, and the existing key date is not set to allow multiples to be created or set to a participant role, it will now show an error.
- There is a new Update due date block.
- There is a new Get key date block that finds an existing key date for a work item and stores it. The outlets on this block are found or not found.
Find work item
The new Find work item block allows you to easily find work items based on search criteria:
- by tags
- by work item path
- by work item types
- by ancestor
- by phase
- by role holder
Log an audit record
You can now raise audit events using the Log audit record block. Audit records can be raised for the following entity types:
- Work item
- Person
- Organisation
- Team
Change tracking in Modeller
In this release, there are some enhancements to change tracking in Modeller. When configuring the Export Configuration / Package Configuration, the Filters section allows you to filter package contents by a text search, changed since a particular date, and by who last updated the package.
These tracked changes are only available for items updated after your environment is upgraded to v7.6.0, and you can expect more enhancements in future 7.6 patches.
A history of changes is available by clicking the icon:
Fee widgets enhancements
Fee widgets have been enhanced to allow for easier configuration and easier-to-understand display.
Features/Enhancements in 7.6
Full list of all feature and enhancement tickets shipped in this release:
| 110821 | [Bank Account Details] Enhancements to support "Confirmation of Payee" and implement additional providers via client plugins. |
| 100098 | [Data Composer] - expressions revamp |
| 109884 | [Document Assembly] Enable delivery channels for Electronic Form document type |
| 108763 | [DPA] Widget enhancements to enable viewing of failed or skipped check results |
| 92388 | [Finance] [Fees] Make widgets curated |
| 113790 | [Finance] Maintain Interest Rates |
| 113379 | [Form Builder] Better support for date persistence to support better co-existence with workflows |
| 113606 | [iManage] - Improved template and content block loading performance when used with iManage |
| 108689 | [Menus] Extend menu editor system to work item blade ribbon |
| 113408 | [Menus] Upgrade assistant for work item blade ribbons v2 |
| 113740 | [Modeler Assistant] Implement Advisor for legacy tag library usage warning of deprecation |
| 107574 | [Modeller] change tracking initial implementation |
| 112356 | [ODS] [Events] Add team events to enable better control of external security |
| 112791 | [Optionsets] Ability to "hard" delete optionset values which are causing import-export issues |
| 98800 | [Participants] New Participant Picker - rewrite to address various issues, usability issues, multiple versions and maintainability |
| 112299 | [Performance] Find slow modules to speed up via lazy loading dependencies |
| 112359 | [Portals] Deprecate old audit component, update existing list view provider and migrate to list view widget |
| 100232 | [Public API] Allow adding participants to existing ShareDos via public API |
| 112360 | [Upgrade Assistant] Implement an upgrade assistant to assist users in managing breaking changes |
| 112361 | [Upgrade Assistant] Implement rule for pre-7.6 deprecated workflow blocks |
| 112972 | [Widgets] [Form Aggregator] Allow the user to specify a section(s) that is expanded by default |
| 99958 | [Workflow] Audit Event toolbox item |
| 112347 | [Workflow] Key date block updates |
| 107005 | [Workflow] Work Item Search Block |
Issues resolved in 7.6
Full list of issues resolved in this release:
| 112403 | [Admin] Selecting User Type on a New User is not adding the User to the relevant team |
| 112950 | [ApplicationReload] Indexer does not have a module to reset configuration |
| 96590 | [Approvals] [Offers] Widget is not being refreshed upon phase transitions |
| 113245 | [Aspects] Aspects striped in with a display rule do not honour the before/after load aspect methods - affects GeoPoint widgets |
| 110596 | [Bundling] - Creating a document bundle from the 'Create' menu will result in an error on generation |
| 112385 | [Calendar View] Widget configuration should mention that the list view needs to load appointment data |
| 105891 | [Chronology] Histogram doesn't account for child entries or configured POI restrictions |
| 107885 | [Data Composer] - Allow Date formatting to include period separators. |
| 114267 | [Data Composer] - calculated field enrichment issue |
| 109846 | [Data Composer] - calling internal graph API should set canBypassSecurityTrim to true when there is no user context |
| 111460 | [Data Composer] Finance transactionStatuses failing to filter on Multiple Statuses. |
| 112603 | [DMS] - Relax permissions on folder creation to not require a user |
| 113986 | [Doc Gen] - Using HTML content blocks in Word templates causes an error on generation |
| 113372 | [Doc Preview] Ul is confusing when document preview spins forever showing "Page Load Failed" (API call returns "504 Gateway Timeout") |
| 113396 | [Document Management] - Repository view is showing inconsistent views where multiple repositories apply. |
| 114100 | [Document Templates] - unable to delete template and associated work items when destructive feature enabled |
| 112997 | [Documents] - Include missing Prepare Document Browser files and fix configuration issues |
| 95886 | [Email] - Email Stuck at an 'Attachment Conversion' or 'Pending' Phase |
| 112793 | [Events] - Trigger for ShareDo-form-updated with a specific field does not trigger |
| 113256 | [Execution Engine] - EE Instances and Triggers list - searching by plan name fails to find results |
| 113131 | [Feature flags] It's possible for features to be applied to phases but not shown in the phase config blade |
| 113477 | [Finance] - Payment Request "payment-wip" deprecated phase feature is still checked for in aspect loader. Update this to “transactions wip” phase feature instead. |
| 112712 | [Finance] [Payment Requests] Payment Requests workflow block can leave the system in an invalid state causing the payments list view to error |
| 96974 | [Finance] Chart of Accounts Configuration (V2 migration) - The enabled flag should be set to read-only for a one-off process |
| 109019 | [Finance] Finance Transactions List View provider is throwing an enrichment exception in some scenarios |
| 112292 | [Finance] Manage Budget throws an exception if no codes are active on the Budget |
| 112345 | [Finance] Transaction items total amount is not rounding correctly to currency decimal points |
| 105206 | [Finance][lnvoice Payment] - After submission the phase of the associated invoice does not change to paid in the invoice blade |
| 110879 | [Finance][Payment Request] - The amount field and its label are not aligned and more |
| 113058 | [Finance][Payment Amounts] - Decimal place on payment amounts is incorrect |
| 114332 | [Form builder] Date/time field doesn't respect "readonly" property |
| 113121 | [FormBuilder] Chronology shows "system name" rather than "title" when fields are inside a section |
| 113108 | [FormBuilder] ShareDo-form-updated event does not fire triggers in certain circumstances |
| 109845 | [FormEvo] - Error when saving template that has the same system name as another template |
| 111987 | [FormEvo] Default Security Group reverts after save |
| 113267 | [iManage] Email attachments should use immediate parent doc repo |
| 113018 | [Import Export] Aspect persona display rules do not export with work type |
| 112374 | [Import Export] When adding a portal via a dependency from a work type the portal doesnt have a title and isnt imported |
| 104056 | [Import/Export] - Process for calculated fields |
| 111934 | [Import/Export] Importing document source templates can create duplicates when using ¡Manage |
| 113215 | [Import/Export] Role Sourcing Rules are not included in Export package |
| 113799 | [ImportExport] Data quality rule on a worktype without a matching rule breaks import/export |
| 102502 | [Key Date Widget] - Should show time as default |
| 112668 | [Key Dates] Modeller needs to display a message to highlight that phase plans cannot be updated and make this read only |
| 98043 | [Legacy Work Type Features] Remove reporting features |
| 112792 | [Listview] - worklist count includes outstanding/missed key dates, which don't appear in task lists (usually), so counts are off. |
| 113246 | [Locations] Warning message is not understandable to end users |
| 103965 | [Modeller] - Default Matter Portal has a Transaction Format widget that has no form defined so throws an error every time a Matter is loaded |
| 112666 | [Modeller] [Portals] [FormBuilder] When a form builder widget is not found show a "friendly" message rather than an error and a spinner |
| 96395 | [ODS Entity Picker] - Unlinking a participant saved in the ODS Entity Picker throws an error |
| 107104 | [ODS search] Searching for people can return pages full of results that don't seem relevant |
| 98036 | [Participant Picker] - Role Information is duplicated on participant tiles |
| 108208 | [Participant Role Permissions] Some Children of Prep Doc work type are missing the Participant Read permission |
| 113696 | [Participants] 'Remove/Reassign' does not appear on participant burger menu if the same participant also holds an unchangable role |
| 90385 | [Participants] [ODS Entity Picker] [Appointment Attendees] Neither control adheres to config properly and we should only have one |
| 113169 | [Participants] [Vehicles] Error message when entering a duplicate vehicle registration is not obvious |
| 113100 | [Paticipants][Paricipants Nav bar] - The badge count includes the creator role unexpectedly |
| 113392 | [Phase guard] Add participant call to action not appearing for vehicle participants |
| 112843 | [Plan view] Error when item has no start date - "Cannot read properties of null" |
| 107171 | [Portal Modeller] Not possible to replicate the same behaviour of keeping the nav consistent across portals using a hero nav |
| 100063 | [Power Bl reports] (multiple tabs) - The date range selection does not persist from tab to tab, they are replaced with default values |
| 99507 | [Proceeding blade] - Proceeding type not displaying for client users |
| 111670 | [Public API] Creating or updating a workitem errors when passing array in aspect data (Object reference not set to an instance of an object) |
| 113779 | [Ribbon bar] "You are not authorised to access this resource" when taking ownership of task |
| 110775 | [SCIM] Primary contact method attribute not being respected on person sync |
| 111074 | [Scorecards] The "Copy Scorecards" type transformer throws an error if there are no score cards to be copied. |
| 98731 | [SharePoint] - Manage button / SharePoint issue |
| 113175 | [Task ribbon bar] Console error when taking ownership/delegating: "Cannot read properties of null (reading 'bladeShouldClose') |
| 113173 | [Upgrade Assistant] event engine monitor should use utc |
| 112840 | [UX] Dropdown styling should be consistent with other fields |
| 113452 | [Voice Notes] The Related Documents Aspect does not Respect the Global Feature Flag |
| 112696 | [Work item modeller] Roles list view system name filter does not work |
| 113129 | [Workflow] Arrays in events don't map correctly to Javascript arrays |
| 113617 | [Workflow] Find workflow instances block isnt clear on what states it is searching |
| 112658 | [Workflow] Outgoing email block doesn't correctly support roles with multiple holders |
| 111695 | [User Management] - Warning on User management page |
| 113711 | Concurrency issue in ApplicationCache |