12/19/2019 Deployment Notes
Worklist
PM2-2648 Performance improvements (i.e. decreased load time and latency) have been applied to the Worklist queue. Worklists, particularly those that are lengthy, will load faster now.
Workflows
PM2-4200 DEFECT FIX The data type Big Decimal was not being retained beyond the abstract workflow. This has been fixed; values entered in the Big Decimal field are now retained after the workflow has been abstracted.
PM2-4213 DEFECT FIX Abstraction workflows should be generated whenever an Amend, Extend or Renew workflow is initiated from an existing contract in the Contract Library.
This is because during Amend, Extend, and Renew workflows, changes may be made to the contract language, additional documents may be attached, and original terms may be revised, necessitating abstraction.
This has been fixed; these workflows will now generate abstraction workflows.
PM2-4204 DEFECT FIX In the Add Attachment modal, the Attachment Name and Attachment Category fields should be required. This has been fixed; these fields are now required (and denoted as being required), and the Save button will be unavailable until both those fields have been populated.
PM2-4309 DEFECT FIX In the Add Document modal, the Document Name and Document Category fields should be required. This has been fixed; these fields are now required (and denoted as being required), and the Save button will be unavailable until both those fields have been populated.
PM2-1741 DEFECT FIX In the Add Responsible Parties modal, the Add button was enabled prior to the user selecting a responsible party. This has been fixed; the Add button will be unavailable until the user has selected at least one responsible party.
PM2-4238 DEFECT FIX In the Document Source Phase, phase action buttons, such as Submit Review and Complete Phase, were intermittently unresponsive. This has been fixed; phase action buttons will now consistently respond to being clicked.
Admin
Workflow Template Builder
PM2-4029 Admin users will be able to set *Initiator as an available or default Reviewer or Approver (in any phase) or Signatory (in the Signature Phase). In the Add Phase Participants modal, *Initiator will be the first user displayed in the User dropdown.
PM2-4182 DEFECT FIX Attempting to copy a workflow template would return an error. This has been fixed; workflow templates can now be copied successfully.
Form Template Builder
PM2-4241 A new backend toggle, when turned ON, will cause form instructions to display as static text instead of hover text. The default for this toggle is OFF; form instructions display as hover text by default. (For hover text, the user hovers over the? Form Instructions to see the instructions.)
PM2-4211 DEFECT FIX When copying a section in a form template, the Admin would have to save and close the section each time they added a new section. This has been fixed; the Admin user will no longer have to save and close each added section of the form.
PM2-4216 DEFECT FIX During a hot fix deployment, active form templates were inadvertently toggled to inactive. This has been fixed; the status of the affected form templates has been restored to active.
Document Template Library
PM2-4195 DEFECT FIX Attempting to update a newly copied document template would return an error. This has been fixed; document templates can now be updated successfully.