2024.3 Release Notes

These items were released to production on June 18th, 2024.

Resolved

Multi-organization tenants

In a multi-organization tenant, when a user switched organizations while in the vendor or provider directory, the page failed to refresh. [939477]
This has been fixed; the page will refresh when another organization is selected.
In a multi-organization tenant, when a user switched organizations while in the document template library, the page failed to refresh. [947166]
This has been fixed; the page will refresh when another organization is selected.
In a multi-organization tenant, within the workflow template builder, users from other organizations were available for selection in the dropdowns. [954231]
This has been fixed; only users in the current organization will appear in the dropdowns.
In a multi-organization tenant, Pulse Check users with access to only one organization were able to access Pulse Check in another organization. [990417]
This has been fixed; Pulse Check users can only access Pulse Check in organizations where they have permissions.

Signing in

Users signing in as Requestors saw the following error: Problem retrieving contract request question. [935378]
This has been fixed; the error will no longer appear.

Notifications

In a DocuSign signature phase, the symplr Contract email notification was not sent to the first Signatory. [937915]
This has been fixed; the email will be sent.
When a workflow without a Phase Owner was initiated, the “Admin: Workflow has no Phase Owner” email notification was not sent to applicable Admins. [974020]
This has been fixed; the email will be sent.

Dashboard

In the cumulative flow diagram by workflow widget, the active phase showed incorrect values. [530492]
This has been fixed; the widget will show the correct values.

Reporting

Attempting to export a saved report containing more than 2,000 results returned an error. [864610]
This has been fixed; saved reports will export as expected.
Under Explore > Reporting > Contracts, within the Filter Table widget, the Archived filter was missing field values. [936806]
This has been fixed; the Archived filter will show Yes/No field values.
Under Explore > Reporting > Contracts, within the Filter Table widget, the Permissions Overridden filter was missing field values. [976167]
This has been fixed; the Permissions Overridden filter will show True/False field values.
Under Explore > Reporting > Timesheets, within the Filter Table widget, the Maximum Compensation Allowed filter was missing field values. [977956]
This has been fixed; the Maximum Compensation Allowed filter will show mathematical operator field values.
Under Explore > Reporting > Workflows, attempting to export a report that included a date field with no value returned an error. [1010584]
This has been fixed; reports with blank date fields will export as expected.

Users

A user who had been deactivated appeared in the user list when the list was filtered to exclude inactive users. [936901]
This has been fixed; deactivated users will no longer appear in the active user list.
External Party users (in tenants with Conflict Capture and Pulse Check) could see Pulse Check and Conflict Capture in the Queue menu. [976750]
- Note that selecting one of those options only refreshed the worklist; External Parties had no access to those queues.
- This has been fixed; External Parties will no longer see those menu options.

Workflows

During workflow initiation, the selected Primary Other Party was available for selection in the Secondary Other Party dropdown. [975952]
This has been fixed; the selected Primary Other Party will not appear in the Secondary Other Party dropdown.
In a workflow created from an approved request workflow, phase participants were unable to view the associated request workflow. [945165]
This has been fixed; phase participants can view the request workflow associated with the assigned workflow.
Attempting to initiate an amend workflow from the contract summary page returned an error. [911395]
This has been fixed; amend workflows can be initiated.
A Phase Mediator was unable to remove phase participants they had added and sequenced. [934449]
This has been fixed; Phase Mediators can remove phase participants they added and sequenced.
The External Parties dropdown contained all Other Party Contacts from the vendor and provider records. [946354]
This has been fixed; only External Parties will appear in the External Parties dropdown.
When an Admin sequenced into a DocuSign signature phase (as an Admin) accessed the workflow, they saw the wrong banner: Signatures, Reviews, and Approvals will need to be completed in DocuSign. [948421]
This has been fixed; when a sequenced Admin accesses the assigned DocuSign signature phase, they’ll see the correct banner: Signatures, Reviews, and Approvals will need to be completed in DocuSign.
Please log in to DocuSign or access your email for more information.
Double-clicking the Initiate Workflow button caused duplicate phases in the workflow. [989700]
This has been fixed; double-clicking will no longer duplicate workflow phases.

Admin

Editing the Contract Types in a workflow template removed triggered user groups. [915833]
This has been fixed; editing the Contract Types in a workflow template will no longer affect triggered user groups.
Copying a form template and then editing a section name in the newly copied form template returned an error. [935880]
This has been fixed; edits to recently copied form templates can be saved.
Under Admin > Organization Management > Custom Fields, timesheet-specific system fields were available for editing. [942317]
This has been fixed; timesheet-specific system fields will not appear in the custom fields table.
Recently added users were unavailable for selection when adding Reviewers to form triggers. [950939]
This has been fixed; all users with appropriate roles and permissions will be available for selection.
Users will no longer be able to save custom fields with names that duplicate system field names. [952738]
When a user attempts to save a new or existing duplicate custom field, they’ll see this message: This field already exists as a system field. Please enter a different name.
Users were able to save custom fields with text as the Data Type and radio button, dropdown, or picklist as the Input Type without adding any options for input. [975998]
- This has been fixed; custom fields with text as the Data Type and radio button, dropdown, or picklist as the Input Type cannot be saved until input options have been added.

Time Tracking

On a particular timesheet, the value in the Total Compensation field on the timesheet differed from the field value in the timesheet report. [918380]
This has been fixed; the Total Compensation field value will be consistent.
A timesheet participant was able to comment on a completed timesheet workflow, but attempting to save the comment returned an error. [981702]
This has been fixed; timesheet participants cannot comment on completed workflows.
The Responsible Parties dropdown failed to finish loading when the user scrolled down the list. [986199]
- This also occurred on the contract summary page.
- This has been fixed; the Responsible Parties dropdown will load as expected.