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.