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2022.2 Release Notes

These items were released to production on Wednesday, August 17th.


Performance Improvements

FEATURE 286494 Improve filter facet performance.
  • Tables throughout the application will see performance improvements.

  • Type-ahead filtering will be supported within the Filter Table and Manage Column widgets.

  • Scroll-ahead loading will be supported within tables.


Workflow Template Controls

FEATURE 327049 Admins (and Super Admins) will be able to limit who can initiate a workflow based on user role, allowing sensitive workflows to be restricted to higher-level roles such as Admins.
  • In the New Workflow Template modal and the Edit Workflow Template modal, the Admin or Super Admin can declare which roles can or cannot initiate with that template.

  • More than one role can be selected and permitted to initiate.

  • By default, all roles with initiation privileges can initiate.

  • Roles that cannot initiate (Requestor, External Party, Contract Moderator [based on Role Management setting], and Workflow Moderator) are excluded.

  • At least one role must be able to initiate using the workflow template.

  • On the initiation page, a user must have at least one of the roles (at any location or contract type) to use the workflow template. If the user does not have a non-restricted role, the workflow template will not be listed.

    • For example, if a user has the Reviewer role and the Approver role, but the Reviewer role is restricted from the workflow template, the user can still initiate using the workflow template with their Approver role.

USER STORY 329844 Current/existing workflow templates will be set at the default settings, where all roles with initiating ability by default will be able to initiate.
  • The current roles that can initiate workflows are:

    • Admin

    • Phase Owner

    • Phase Mediator

    • Reviewer

    • Approver

    • Editor

    • Signatory

    • Contract Moderator (based on Role Management setting)

  • The workflow template can only be used upon initiation by the assigned roles and cannot be accessed by roles not permitted to use the template.

  • Contract Moderators can only initiate off of existing workflows. If a user was given permissions to initiate workflows via the Role Management setting, the user can be added to workflow templates as a role that can/cannot initiate using that template.

USER STORY 329847 When an Admin or Super Admin selects only certain roles for initiation on a given workflow template, only users with at least one of those roles will see the workflow template as a possible selection on the initiation page, in the Reassign Workflow modal, and in the Request Approval modal.
USER STORY 490329
  • For action type=request or action type=new, Contract Moderators will not be listed in the Can Initiate Roles dropdown.

  • For action type=amend, action type=extend, and action type=terminate, Contract Moderators will be listed in the Can Initiate Roles dropdown.

  • If the Admin changes the action type to new or request and the Contract Moderator role had been added to the workflow template, the Contract Moderator role will be removed from the workflow template.

USER STORY 491003 For action type=request, the Can Initiate radio buttons will be hidden, as Can Initiate settings are not applicable in request workflows.

DocuSign Decline to Sign Recognition

FEATURE 468846 When a Signatory declines to sign in DocuSign, a Decline to Sign banner will appear in the workflow, which will read: There has been a decline in DocuSign, and the envelope has been voided. The Phase Owner or Admin must retract or cancel the phase.
USER STORY 467780 The Decline to Sign banner will appear when any user views the workflow, and the banner will clear if the phase is retracted.

Email Management

A new panel with Email Template, Advanced Settings, and Attachments accordions will be added to the Email Management tab. The panel will appear when the user clicks a notification in the table, and the information and actions in the panel will be specific to the selected notification (i.e., the notification in the table that the user clicked).

  • In the Email Template accordion, Super Admins will be able to customize text in email templates and view a change history for each email template.

  • In the Advanced Settings accordion, Super Admins will be able to manage additional recipients for the workflow activation and contract expiration email notifications.

  • In the Attachments accordion, Super Admins will be able to manage attachments for each email template.

The Application Settings area is accessible to Super Admins and Admins. However, only Super Admins can make changes. Admins have read-only access.


FEATURE 422239 The Organization Notification Emails Enabled toggle will be moved from Email Management tab to the Application Settings tab.
USER STORY 445676 The Organization Notification Emails Enabled toggle allows Super Admins to disable all emails at the organization level.

FEATURE 442973 Super Admins will be able to enable/disable each email type at the tenant level.
USER STORY 447864 Each email notification will have its own tenant-wide toggle.
USER STORY 469087 By default, all email notifications will be toggled ON.
  • When a Super Admin toggles OFF an email notification, the email is no longer sent to any users of the tenant.

  • When a Super Admin toggles ON an email notification, the email is sent to all users of the tenant.


FEATURE 443005 A panel will be added to the email management area, and, in the Email Template accordion in the panel, Super Admins will be able to add custom text anywhere in the existing email template.
USER STORY 449742 Super Admins will be able to edit email template text, and saving changes to an email template will create a new version of the email template that will override the previous version.
  • Super Admins will be able to click into the body of the email or the custom text area to add or customize the email template.

  • Super Admins will be able to add or remove text throughout the template, including existing tags.

  • Super Admins will not able to update the email subject line. The email subject line will stay at default.

  • Any updates saved to the email template will be sent out to any users receiving the email.

USER STORY 449743 Prior to saving customizations, Super Admins will be able to revert an email template back to the current version, removing in-progress customizations.
  • A red Revert button will be present with the Edit and Save buttons.

  • Once clicked, a warning message will appear, notifying the Super Admin that, by continuing, all changes to the template will be lost.

  • Once confirmed, the email template will revert to the current version of the existing email template.

  • None of the customizations added to the template will remain.

  • Reverting will not remove attachments from the template.

USER STORY 449765 When a Super Admin clicks the Revert button, a warning modal will appear.
  • The message will read Are you sure you want to revert to the default email template? All edits will be lost, and this action is irreversible.

  • If the Super Admin clicks OK, the email template will be reverted.

  • If the Super Admin clicks Cancel, the modal will close, and the email template will not be reverted.

USER STORY 478347 The text area of the email template is limited to 4000 characters.
  • If the character limited is exceeded, a warning message will appear.

  • Super Admins will not be able to save the email template if the text area exceeds 4000 characters.


FEATURE 442981 Super Admins and Admins will be able to view the change history (last modified by) for modifications to email text on email templates.
USER STORY 449651 The change history will provide a date and timestamp of the modification and the email address of the Super Admin that made the changes.
  • All modifications will be included in the change history.

  • The change history will apply to the current template that the user is viewing.


FEATURE 443003 Super Admins will be able to add recipients to activation and contract expiration notification emails.
USER STORY 447915 A panel will be added to the email management area, and, in the Advanced Settings accordion in the panel, Super Admins will be able to add recipients to the activation and contract expiration notification emails.
USER STORY 447932, 481130 In the Advanced Settings accordion, Super Admins will be able to add any user from any organization under the tenant as a recipient to the activation notification emails and/or the contract expiration notification emails.
  • Upon the Super Admin adding the user, the user’s name will appear in the Recipients box.

  • Once added as an additional recipient, the user will receive notifications for workflows activated.

  • Access to the contracts (i.e., links) within the email will be based on the user’s permissions.

  • Clicking the X next to the name of the additional recipient will remove the user from being an additional recipient of the email.

USER STORY 497434 The panel will remain open until the user clicks Close, allowing the user to continually save as needed.

FEATURE 442979 Super Admins will be able to attach documents to any email notification.
USER STORY 449760 A panel will be added to the email management area, and, in the Attachments accordion of the panel, Super Admins will be able to manage attachments.
USER STORY 447999 Super Admins will be able to add attachments to any email notification.
  • Super Admins will be able to manage the attachments on the email template in the same way they are managed within a workflow.

  • From the Attachments accordion, Super Admins will be able to:

    • Click to upload a new version to replace the existing document.

    • Download the document.

    • Delete the attachment(s) from the template.

  • Restrictions and limitations that apply to the contract/workflow attachments will apply to email notification attachments.

  • Current acceptable attachment types are:

    • PDF

    • DOCX

    • XLSX

    • JPG

    • JPEG

    • PNG

    • GIF

    • BMP

    • MSG


Classifications Management for Vendors and Providers

Three new tabs will be added to the Classifications Management area:

  • Product/Service Classification

  • Credential

  • Specialty

From these tabs, Super Admins will be able to add and edit product/service classifications, credentials, and specialties for vendors and providers.

The Classifications Management area is accessible to Super Admins and Admins. However, only Super Admins can make changes. Admins have read-only access.


FEATURE 422254 Three new tabs will be added to the Classifications Management area: Product/Service Classification | Credential | Specialty.

USER STORY 451886 The new Product/Service Classifications sub-tab will enable Super Admins to configure which provider and vendor product/service classifications are available in the directory dropdowns.
USER STORY 436516 In the Product/Service Classifications sub-tab, Super Admins will be able to view product/service classifications.
  • The table will have two columns: Name | Status

  • The columns will be sortable.

  • Users will be able to use the filter table, export, and manage columns widgets.

USER STORY 436622 In the Product/Service Classifications sub-tab, Super Admins will be able to add a new product/service classification or edit an existing product/service classification.
  • When the Super Admin clicks New, the Add Product/Service Classification modal will open.

  • When the Super Admin clicks on an existing product/service classification, a modal to edit the product/service classification will open.

  • In the add and edit modals, the Super Admin will be able to:

    • Add/edit the name of the product/service classification.

    • Toggle the product/service classification status as active or inactive.

    • Cancel or save changes.

Changes to a product/service classification can affect vendor and provider records.

  • If a product/service classification is set to inactive, that product/service classification cannot be chosen when adding or updating a provider/vendor profile. All existing records mapped will remain as is.

  • If a product/service classification is updated, that product/service classification in existing records will be updated.

USER STORY 451957 A Product/Service Type dropdown, which will enable Admins and Super Admins to designate a Product/Service classification for group and individual vendors, will be added to vendor profiles.

The dropdown will have the following options: N/A | Clinical | Non-Clinical

USER STORY 436510 A Product/Service Type dropdown, which will enable Admins and Super Admins to designate a Product/Service classification for group and individual providers, will be added to provider profiles.

The dropdown will have the following options: N/A | Clinical | Non-Clinical


USER STORY 436508 The new Credentials sub-tab will enable Super Admins to configure which provider and vendor credentials are available in the directory dropdowns.
USER STORY 468778 In the Credentials sub-tab, Super Admins will be able to view credential classifications.
  • The table will have two columns: Name | Status

  • The columns will be sortable.

  • Users will be able to use the Filter Table, Export, and Manage Columns widgets.

USER STORY 436643 In the Credentials sub-tab, Super Admins will be able to add a new credential or edit an existing credential.
  • When the Super Admin clicks New, the Add Credential modal will open.

  • When the Super Admin clicks on an existing credential, a modal to edit the credential will open.

  • In the add and edit modals, the Super Admin will be able to:

    • Add/edit the name of the credential.

    • Toggle the credential status as active or inactive.

    • Cancel or save changes.

Changes to a credential can affect vendor and provider records.

  • If a credential is set to inactive, that credential cannot be chosen when adding or updating a provider/vendor profile. All existing records mapped will remain as is.

  • If a credential is updated, that credential in existing records will be updated.


USER STORY 451884 The new Specialties sub-tab will enable Super Admins to configure which provider and vendor specialties are available in the directory dropdowns.
USER STORY 468779 In the Specialties sub-tab table, Super Admins will be able to view specialty classifications.
  • The table will have two columns: Name | Status

  • The columns will be sortable.

  • Users will be able to use the filter table, export, and manage columns widgets.

USER STORY 436670 In the Specialties sub-tab, Super Admins will be able to add a new specialty or edit an existing specialty.
  • When the Super Admin clicks New, the Add Specialty modal will open.

  • When the Super Admin clicks on an existing specialty, a modal to edit the specialty will open.

  • In the add and edit modals, the Super Admin will be able to:

    • Add/edit the name of the specialty.

    • Toggle the specialty status as active or inactive.

    • Cancel or save changes.

Changes to a specialty can affect vendor and provider records.

  • If a specialty is set to inactive, that specialty cannot be chosen when adding or updating a provider/vendor profile. All existing records will remain as is.

  • If a specialty is updated, that specialty in existing records will be updated.


USER STORY 436638, 454388 Super Admins and Admins will be able to designate a vendor/provider as active or inactive with the Active/Inactive toggle in the modals for adding or editing a vendor/provider.
  • The new Status field in vendor and provider profiles will show the current status of the vendor/provider.

  • If a vendor/provider is set to Inactive, that vendor/provider cannot be chosen for new workflows or contracts. Workflows and contracts that the vendor/provider was added to prior to being set as inactive will be unaffected.

USER STORY 454404, 454448 The Status column will be added to the vendor and provider reporting areas.
  • The column will be sortable.

  • Status will be added to the filter widget, and the options for the Status filter are Active and Inactive.

  • By default, active and inactive vendors/providers are included in the table.

USER STORY 454393, 454396 The Status column will be added to the vendor and provider directories.
  • The column will be sortable.

  • Status will be added to the filter widget, and the options for the Status filter are Active and Inactive.

  • By default, active and inactive vendors/providers are included in the directory.

USER STORY 454361, 454364 Credential, Specialty, and Product/Service Classification columns will be added to the Filter Table and Manage Columns widgets in the vendor and provider directories.

SmartTemplates

USER STORY 285762 If an Admin deactivates a custom field that is part of an in-flight workflow or SmartTemplate, or triggers a document template, then a warning message will list the affected form templates, workflow templates, and SmartTemplates. 
  • There will be an option for the Admin to receive an email listing the affected form templates, workflow templates, and SmartTemplates.

  • The Admin will be able to cancel or save their edits.

If an Admin attempts to delete a custom field that triggers a document template, then they will see a modal stating that they must deactivate the custom field before it can be deleted.


Vendor Pulse Check

FEATURE 460268 The pulse check reporting area will be improved.
USER STORY 460276 A Survey Name column, which shows the pulse check workflow name, will be added, and the Template Section column will be removed.

Bug & Defect Fixes

Searching

BUG FIX 510486 Attempting to search across organizations returned an error.

This has been fixed; users with multi-organization permissions will be able to search across organizations, as expected.


Account Settings

BUG FIX 466107 External Party users showed in the user list for selecting Preferred Proxies.

This has been fixed; External Party users will not show in the user list for selecting Preferred Proxies, as expected.


Dashboard

BUG FIX 475459 When a user selected an inactive workflow template from the dropdown in the Cumulative Flow Diagram By Workflow Template widget, the wrong data was returned.

This has been fixed; the data will match the selected workflow template, as expected.

BUG FIX 475652 Attempting to view the Aging Workflows, Phases, and Actions widget returned errors, and the widget failed to show results.

This has been fixed; the Aging Workflows, Phases, and Actions widget will function as expected.


Workflows & Worklist

BUG FIX 499351 When a user uploaded a document via the Upload a New Document button in the Document Source and Negotiation Phases, a copy of the original document was created.
  • When the phase progressed, the working document was promoted, and the new file uploaded immediately after, causing a double entry.

  • This has been fixed; when a user uploads a document, that document will be displayed and will be added to the workflow history.

BUG FIX 490516 When a user navigated away from the worklist, any temporary filters were removed.

This has been fixed; a temporary filter will remain applied when a user navigates away then returns to the worklist.

BUG FIX 535535 Within a DocuSign Signature Phase, the Submit and Decline buttons appeared for non-signatory phase participants.

This has been fixed; non-signatory phase participants will no longer see the Submit and Decline buttons. They will instead see the following banner: Signatures, Reviews, and Approvals will need to be completed in DocuSign. Please log into DocuSign or access your email for more information.

DEFECT FIX 338778 In a DocuSign Signature Phase, when a user cancelled the workflow, the DocuSign envelope failed to become void, and Signatories were able to sign the cancelled documents.

This has been fixed; if a user cancels a workflow, the DocuSign envelope will be voided, and Signatories will be unable to sign the cancelled documents.

DEFECT FIX 481593 The wrong banner was shown to Signatories in Docusign Signatory Phases who had additional user roles.
  • The following banner erroneously appeared: Waiting on signatures from DocuSign.

  • The following banner should appear: Signatures, Reviews, and Approvals will need to be completed in DocuSign. Please log into DocuSign or access your email for more information.

  • This has been fixed; the correct banner will appear.

DEFECT FIX 484582 In a workflow with two DocuSign Signature Phases, the signed (DocuSign) version from the first Signature Phase replaced the executive summary in the second Signature Phase.

This has been fixed; the executive summary will appear in the second Signature Phase as expected.

DEFECT FIX 479373 Attempting to reorder documents returned a Something went wrong reordering the documents error.

This has been fixed; users will be able to reorder documents, as expected.

DEFECT FIX 511096 Documents selected on the initiation page to be imported into an amend workflow failed to import.

This has been fixed; documents selected for import on the initiation page will be added to the workflow, as expected.


Contracts

BUG FIX 493529 When a user applied a saved filter, navigated to a different organization, then came back to the initial organization, the results were not accurate.

This has been fixed; when a user applies a saved filter, navigates to a different organization, then navigates back to the initial organization, the saved filter will remain and the appropriate results will be listed.

DEFECT FIX 417882 When the Include Inactive Contracts toggle was on, attempting to export to Excel returned an error.

This has been fixed; users will be able to export the contract library to Excel, as expected.


Reporting

DEFECT FIX 464503 Attempting to open the Timesheets tab returned a Something went wrong fetching the timesheets error, and the timesheets failed to load.

This has been fixed; users will be able to navigate to the Timesheets tab, and timesheets will load, as expected.


Directories

DEFECT FIX 495934 Attempting to save edits to a provider profile returned an error, and the edits failed to save.

This has been fixed; users will be able to save edits to provider profiles, as expected.


Admin

Form Templates

DEFECT FIX 472753 Edits to form triggers failed to save.

This has been fixed; users will be able to save edits to form triggers, as expected.

DEFECT FIX 318865 The unsaved changes warning modal failed to appear when a user clicked away from a section after adding a new trigger.

This has been fixed; if the user hasn’t saved changes under Manage Trigger, then attempting to click away will prompt a warning modal.


User Groups

BUG FIX 496267 Contract permissions made to a user profile via the User Groups page failed to appear in the Roles column of the group members table.

This has been fixed; updated Roles will appear in the Roles column of the group members table, as expected.

BUG FIX 497660 Converting an existing user to an External Party failed to remove that user from a user group.

This has been fixed; converting a user to an External Party will remove them from any user groups, as expected.

BUG FIX 286579 When a user who belonged to a user group was deactivated, the group size failed to update.

This has been fixed; the group size will update, as expected.

DEFECT FIX 487263 The system erroneously sequenced multiple members of a particular user group as Reviewers on a single workflow.

This has been fixed; the system will sequence a single group member, as expected.


Classifications Management

BUG FIX 479035 Inactive Contract Categories could be seen in the contract summary header.

This has been fixed; inactive contract categories will be hidden as expected.


Pulse Check

BUG FIX 506598 Abstraction users appeared in the Assigned Parties dropdown.

This has been fixed; abstraction users will be excluded from the Assigned Parties dropdown, as expected.


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