2024.4 Release Notes

These items were released to production on August 14th, 2024.

Updated

Users will be able to see comments and field values entered on fillable PDFs on uploaded documents sent to DocuSign via symplr Contract. [885880]

Previously, users were unable to see the original version of a contract sent to DocuSign after it had been through OCR. Because of the changes imposed by OCR, they could no longer see comments or field values entered in fillable PDFs.
This feature will show the original (pre-OCR) contract in the application, so that users can see comments and field values entered on fillable PDFs.
This will apply to existing and future documents.

Triggers in a particular workflow template failed in multiple workflows. [950155]
This has been fixed; triggers will fire when conditions are met.
When editing the phase manager, users and groups with insufficient Contract Type or Location permissions were available for selection. [966983]
This has been fixed; users and groups with insufficient permissions will be unavailable when editing the phase manager.
An external party user was able to add an attachment to an activated workflow. [989746]
This has been fixed; no user can add an attachment to an activated workflow.
The Decline Review button failed to appear for a phase owner or mediator sequenced into a workflow as a participant. [1001042]
This has been fixed; Decline Review will appear where appropriate.
After retracting a workflow to a phase that originally had no phase owner, a phase owner could not be assigned. [1001055]
This has been fixed; the user can assign a phase owner to the retracted phase.

Under Explore > Reporting > Contracts, the values for Assets in the Filter Table widget failed to load. [978890]
This has been fixed; Assets values will load as expected.
A scheduled report emailed to the recipient was blank. [1002538]
This has been fixed; scheduled reports will populate as expected.

The email notification “Requestor: Workflow has progressed to the next phase” failed to send. [1002444]
This has been fixed; the notification will be sent.

In a multi-organization tenant, when editing an existing workflow template in which the assigned phase owner is a user group made up of lower-level phase owners (those without organization-level Contract Location permissions) so that Contract Locations will exclude lower-level phase owners, the workflow template changes popup erroneously appeared. [973501]
This has been fixed; the popup will no longer appear, and if there is no user in the group with sufficient permissions, then any workflows using the template will start without a phase owner.
In a multi-organization tenant, in the Document Template Library, if the user changed organizations, the document templates for the new organization failed to load, and opening document templates on the page (for the previous organization) revealed blank triggers. [988191]
This has been fixed; the Document Template Library page will reload when the organization is changed.
Under Admin > User Groups, attempting to export user groups returned an error. [991096]
This has been fixed; exporting user groups will generate and download an XLSX file.
Under Admin > Application Settings > Email Management, the edit window failed to load for the email “Participant: User Submitted Review,” which is no longer used. [1002664]
This has been fixed; the obsolete email has been removed from the Email Management section.

During workflow initiation on an existing contract, new updates to attachment names and categories failed to appear in the document viewer. [974996]
This has been fixed; new updates will appear as expected.
A user with limited to no contract permissions was able to see a document via a copied URL. [976572]
Initially they’d see an error, but could view the document if they pressed the Back button in the browser.
This has been fixed; only users with sufficient permissions can view documents via URLs.
Users who were granted access to a contract via permission override were unavailable for selection as responsible parties. [989663]
This has been fixed; users granted access via permission override can be assigned as responsible parties.
On a contract where all three responsible parties have been assigned, if the user removed a responsible party from one responsible party position, that user was unavailable for selection in the other responsible party positions. [1035374]
This has been fixed; all available responsible parties will load in the responsible party dropdowns.

In a multi-organization tenant, in both Vendor Pulse Check and Time Tracking, lower-level admins (those without organization-level Contract Location permissions) were unable to reassign workflows, see the ellipsis (…) menu, or see the message stating that it’s not their turn (when applicable). [990090]
This has been fixed; lower-level admins can reassign workflows, see the ellipsis menu, and see the message stating that it’s not their turn (when applicable).
If a timesheet reporter or assistant added time entries and then filtered timesheet entries within one timesheet workflow, those filters would persist when the user returned to the worklist and opened another timesheet workflow. [1001796]
This has been fixed; filters will no longer persist across timesheet workflows.

If a respondent was added to a campaign that was over 7 days old, that user would receive outdated reminder emails from every week since the campaign start date. [922709]
This has been fixed; newly added respondents will no longer receive outdated reminder emails.

Surveys were erroneously sent for completed campaigns where the end date was changed from the next date to the current date. [976799]
This has been fixed; surveys for completed campaigns will no longer be sent.
In the file exported from the Pulse Check queue, the URL field failed to populate. [1011703]
This has been fixed; the URL field will populate.