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2023.3.1 Minor Release Notes

These items were released to production on November 8th, 2023.

Updated

Time Tracking

Notify Approvers when it’s their turn [729187]

To make the Timesheet Approver notifications more helpful, they will notify each Approver when it’s their turn to approve a timesheet. Currently, all Approvers are notified when a timesheet has been certified, regardless of whether it’s their turn to approve it.

  • When it is an Approver’s turn, they’ll see an in-app (bell) notification that a timesheet is ready for their approval: 
    You have been selected to participate as an Approver on the <Timesheet Workflow Name> timesheet.

  • When it is an Approver’s turn, they’ll receive an email stating that it’s their turn to approve the timesheet:
    Dear [Recipient First Name],

    It is your turn to approve the [Timesheet Workflow Name] timesheet.

    Any questions, comments, or concerns regarding this timesheet should be addressed to [Initiator First and Last Name].

    Thank you for your prompt attention to this matter.

  • These notifications will replace the existing notifications that tell an Approver the timesheet has been certified and is ready for approval.

Resolved

Global Search

  • When opening contracts from global search results, the Contract Location links were sometimes missing.[494358]
    This has been fixed; Contract Location links appear consistently.

  • Global search results failed to filter by user permissions, so that users could see contracts and vendor/provider records when their roles should have prevented that. [846555]
    This has been fixed; global search results are filtered by the searching user’s role and permissions.

Notifications

  • Critical date notifications were sent for an archived contract. [790485]
    This has been fixed; critical date notifications are longer sent for archived contracts.

Reporting

  • Under Explore > Reporting > Contracts, the Contract Categories column failed to populate when multiple values applied to a single contract. [833036]
    This has been fixed; the Contract Categories column is populated.

  • Under Explore > Reporting > Workflows, the following columns failed to populate in the exported file despite being visible in the UI: Days Active, Phase Owner, Current Participant [849066]
    This has been fixed; all applicable columns are populated in the exported report.

  • Under Explore > Reporting > Workflows, the Activated By column failed to populate in the exported file despite being visible in the UI. [853620]
    This has been fixed; the column is populated in the exported report.

  • Under Explore > Reporting > Attachments, the Attachment Location column failed to populate in the scheduled report. [826548]
    This has been fixed; the column is populated in the scheduled report.

  • Under Explore > Reporting > Saved Reports, custom field columns failed to populate in the exported file despite being visible in the UI. [839849]
    This has been fixed; custom fields are populated in exported saved reports.

  • Under Explore > Reporting > Scheduled Reports, the following issues occurred in exported reports [817830]:

    • Contract Name and Department columns were blank.

    • Activation Date column was formatted incorrectly.

    • The URL column was missing.

This has been fixed; exported reports appear as expected.

Workflows & Worklist

  • On the Worklist, the Filter Table icon and label were misaligned. [827147]
    This has been fixed; the Filter Table icon and label are now aligned.

  • On the Worklist, custom field columns could not be sorted alphanumerically. [834345]
    This has been fixed; custom fields can be sorted alphanumerically as expected.

  • During workflow initiation, the Contract Types dropdown showed No records found. [862263]
    This has been fixed; Contract Types will load as expected.

  • Within an abstraction workflow, the following details failed to populate [504171]:
    Contract Description, Form Data, Other Party Contact
    This has been fixed; these field values show as expected.

  • Within a workflow, a particular document failed to load prevented uploading a new document version to replace it. [769459]
    This has been fixed; if a document fails to load, then a replacement can be uploaded via Upload new Version.

  • Within a multi-organization tenant, users outside of the applicable organization were available for selection in the Add Phase Participants: User dropdown. [840921]
    This has been fixed; only users with appropriate permissions in the applicable organization are available in the Add Phase Participants: User dropdown.

  • In the reassign workflow modal, the Contract Type dropdown was blank. [779947]
    This has been fixed; the Contract Type dropdown populates as expected.

  • In some cases, files appeared overlarge and blurry after returning from DocuSign. [841422]
    This has been fixed; files returned from DocuSign will appear as expected.

  • In a DocuSign signature phase, clicking Proceed to DocuSign in the Confirm DocuSign Settings popup returned an error. [597635]
    This has been fixed; the Confirm DocuSign Settings popup functions as expected.

Contract Library

  • On the Contract Library list, two spinners (loading indicators) appeared when switching the Include Inactive Contract toggle on/off. [826635]
    This has been fixed; only one spinner appears.

  • Inactive Contract Categories appeared on the contract summary header. [835759]
    This has been fixed; inactive Contract Categories are hidden except within Admin >Application Settings > Classification Management >Contract Categories.

  • When a contract was set to private via permission override, Other Party Contacts were unable to view the contract. [832589]
    This has been fixed; Other Party Contacts can view private contracts if their permissions allow it.

  • When a contract was set to private via permission override, some users with appropriate roles and permissions were missing from the dropdown when attempting to add a user override. [703902]

Admin

  • Under Admin > Organization Management > Workflow Templates, when copying a workflow template, clicking Copy Workflow Template multiple times created duplicate workflow templates. [843660]
    This has been fixed; after a user clicks the Copy Workflow Template button once, it will become inactive.

  • Under Admin > Organization Management > External Links, when adding a new link, clicking Save multiple times created duplicate links. [849391]
    This has been fixed; after a user clicks the Save button once, it will become inactive.

  • Under Admin > Application Settings > Email Management, if a Super Admin clicked on any email template and then closed it, they were unable to reopen it. [819190]
    This has been fixed; email templates can be reopened as expected.

  • Under Admin > Organization Management > Workflow Templates, changing the Can Initiate value from custom to default roles prevented the workflow template from being saved. [836606]
    This has been fixed; workflow templates now save as expected.

  • Under Admin > Organization Management > Form Templates, an Admin was unable to designate a field as required if Data Type = Attachment. [840969]
    This has been fixed; attachment custom fields can be designated as required.

  • Under Admin > Organization Management > Form Templates, changing the trigger type from Display Field to any other type, then attempting to make any other change to the template, would return an error. [817139]
    This has been fixed; when a trigger type is changed, it no longer retains data from the previously selected trigger type.

Time Tracking

  • A certification deadline on a timesheet config could not be deleted. [837470]
    This has been fixed; certification deadlines can be deleted from timesheet configs.

  • When the Financial Reviewer retracted/rejected the timesheet to the approval phase on a timesheet with multiple Timesheet Approvers, the email notification failed to send to the first Timesheet Approver, and the Approve Timesheet button was missing. [833360]
    This has been fixed; when the approval phase is retracted, the first Timesheet Approver receives email notification and can approve the timesheet.

  • On some timesheets, the following issues occurred with Proxy Timesheet Approvers [841114]:

    • Notifications weren’t always sent to the proxy.

    • The proxy was inserted as the last Timesheet Approver in the phase, even when that wasn’t correct.

This has been fixed; proxies for Timesheet Approvers function as expected.

Vendor Pulse Check

  • On campaigns with multiple iterations, each iteration has the same Start Date and End Date. [819550]
    This has been fixed; campaign iteration Start Dates reflect the frequency at which they are sent.

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