2024.2 Release Notes

These items were released on May 15th, 2024.

Resolved

Under Explore > Reporting > Users, when a user added the Roles column to the report, the column failed to populate in the exported report. [904531]
This has been fixed; the Roles column will populate if it is included in the report.
In a scheduled report on aging workflows, the Phase Type column failed to populate in the exported report. [907349]
This has been fixed; the Phase type column will populate.
In a tenant with over 1000 users, under Explore > Reporting > Users, if the user set the page count to 500, then the second page would fail to load. [926702]
This has been fixed; the second page will load.
Under Explore > Reporting > Providers, the Credential and Status columns failed to populate in scheduled exported report. [926717]
This has been fixed; the Credential and Status columns will populate.
Under Explore > Reporting > Vendors, the Internal ID and Status columns failed to populate in scheduled exported report. [926715]
This has been fixed; the Internal ID and Status columns will populate.

For confidential attachments that were visible to an internal user and an external party, if a new version of the attachment was uploaded, the list of allowed viewers was cleared. [917120]
This has been fixed; the allowed viewers will be retained.

The in-app notification Responsible Party: Notice of approaching expiration date on contract set to renew automatically failed to appear when the Responsible Party signed into the application. [698215]
This has been fixed; the notification will appear in the application.

In a particular tenant, the Contract Type dropdown failed to populate during workflow initiation, regardless of the selected Action Type. [908611]
This has been fixed; the Contract Type dropdown will populate.
Default filters failed to apply to the worklist upon first view after signing in. [935337]
This has been fixed; default filters will be applied to the worklist.
During workflow initiation, the selected Primary Other Party was available in the Secondary Other Party dropdown. [924058]
This has been fixed; the selected Primary Other Party will be unavailable in the Secondary Other Party dropdown.
If the Admin changed the Phase Owner, the details of the new Phase Owner were omitted from the workflow history. [919829]
This has been fixed; the workflow history will show the updated Phase Owner details.
Some users with appropriate permissions were missing from the Responsible Party dropdown. [985896]
This has been fixed; all users with appropriate permissions will appear in the Responsible Party dropdown.

In the Custom Fields tab on a contract summary, fields starting with all caps (i.e., acronyms) were sorted alphabetically before fields with standard capitalization. [926920]
This has been fixed; fields will be sorted in true alphabetical order.

Within email notifications, users were unable to delete the effective and expiration dates from email attachments. [914896]
This has been fixed; effective and expiration dates can be deleted.
When creating or editing a workflow template, the Phase Mediator (when selected) was missing from the Activation Phase preview. [922550]
This has been fixed; the Phase Mediator will appear in the preview if applicable.
When creating or editing a workflow template, the Admin was unable to remove a form from the Activation Phase. [915900]
This has been fixed; the Admin will be able to remove a form from the Activation Phase.
When creating or editing a workflow template, the the Admin was unable to edit a form template because the Edit Form Template link opened the form templates table. [934246]
This has been fixed; clicking the Edit Form Template link will open the form template in edit mode.

A Contract Editor with no Time Tracking role was able to see timesheet configs under Explore > Reporting > Timesheet Configs. [913130]
This has been fixed; Contract Editors with no Time Tracking role will be unable to see timesheet configs.
Under Explore > Reporting > Timesheet Configs, completed timesheet configs showed as active under the following conditions [908531]:
- Applied filter for Status = Active
- Applied filter for Last Period Starts on Date relative range 90 days prior to current date

This has been fixed; completed timesheet configs will no longer show as active, regardless of applied filters.

If a Survey Initiator who was also a Contract Moderator attempted to edit survey participants, clicking Save returned an error. [910308}
This has been fixed; Survey Initiators with the Contract Moderator role can edit survey participants.
Attempting to add a new Respondent (i.e. a new user) with an existing email returned an error. [932770]
This has been fixed; when attempting to add a new Respondent with an existing email, the user will be alerted that the email already exists in the application.
If a user navigated to Explore > Pulse Check and clicked on an active campaign, then added all available columns to the table, the table would stretch beyond the screen. [913551]
This has been fixed; the table will scroll as expected.
If a Survey Initiator navigated to Queue > Pulse Check, the surveys failed to appear. [918283]
This has been fixed; Survey Initiators will see surveys in the Pulse Check Queue.
Abstraction users were available for selection when reassigning a survey. [918345]
This has been fixed; Abstraction users will be hidden in the Reassign dropdown.
A lower Admin (a user in a multi-organization tenant with the Admin role in a single organization) was unable to see Pulse Check. [858253]
This has been fixed; lower Admins will be able to see Pulse Check.

If a Resolution Manager ran a report on attachments, then they could see confidential attachments on that report. [846338]
This has been fixed; confidential attachments will be hidden from users who lack permission to view them.

A user who only had a Gift Alert role could see the Initiate Workflow button. [914335]
This has been fixed; Initiate Workflow will be hidden from users who only have a Gift Alert role.