2025.2 Release Notes

These items were released on April 2, 2025.

Resolved

Global Search

Searches including custom field data yielded inconsistent, incomplete results. [1063978]
This has been fixed; results will appear for all applicable attachments and custom field names.

Notifications

In a workflow, when a phase owner or admin clicked the envelope icon to invite an external party to become a user, the email invitation failed to send. [1116594]
This has been fixed; the email invitation will be sent.
If an external party user clicked Decline, then the Phase participant declined email notification failed to send. [1116587]
This has been fixed; the Phase participant declined email notification will be sent.

Workflows & Worklist

When an external party user viewed the worklist, they could see the Additional Columns widget. [1145083]
This has been fixed; the widget will be hidden from external party users.
In the Add other signatory popup, the users in the Select existing dropdown list weren’t alphabetized. [1163412]
This has been fixed; users will be alphabetized.
In the Add other party contact popup, the users in the Contact dropdown list weren’t alphabetized. [1167538]
This has been fixed; users will be alphabetized.

When a new version of an attachment was uploaded in a non-new workflow, the new version replaced all other versions. [1163529]
This has been fixed; previous versions of an attachment will be available.
Some users could initiate workflows using workflow templates they lacked permissions to access. [1167654]
- This occurred under convergence of the following circumstances:
  - The user had a higher level role, such as Phase Owner, with limited Location and Contract Type permissions.
  - The user also had a lower level role, such as Reviewer, with organization-wide Location and all Contract Type permissions.
  - A workflow template used the Can Initiate feature, limiting initiation to Phase Owners/Mediators and Admins, and also limited Locations and Contract Types to those outside the permissions set for the user’s higher level role.
- This has been fixed; the application will check the permissions set and role that apply to the selected workflow template, so that the initiating user will no longer see workflow templates outside of their permissions.
A user was able to upload a new version of an activated contract by accessing the workflow URL through an email notification regarding the document source, negotiation, or signature phase. [1151663]
This has been fixed; a new version of an activated contract cannot be uploaded without starting a new workflow.
If initiating a workflow for a primary other party with a lengthy name caused a visual defect in the Update priority button. [1131120]
This has been fixed; the button will appear as expected.
If the phase owner is sequenced as an admin, reviewer, or approver, the Decline button failed to appear for that user in the workflow. [1132895]
This has been fixed; the Decline button will appear as expected.
If a user group lacking a user with sufficient permissions and admin fallback enabled was added as a workflow participant, then the application failed to add the admin as a workflow participant. [1061607]
This has been fixed; if a user group has no users with sufficient permissions and admin fallback enabled, then an admin will added as a participant in place of any of the user group members.
If a user opened a document in the M365 document editor, the Editing in progress message persisted after the user closed the M365 document editor, locking the workflow for 30 minutes. [1146534]
This has been fixed; the Editing in progress message will clear and the Submit button will be enabled within 30 seconds of the user closing the M365 document editor tab.
If a phase owner started the document source phase and added two or more documents, then added themselves as the current active participant, then clicked on both documents (opening the M365 document editor in two tabs), then edited both documents, then clicked on the workflow tab, and then closed the two M365 document editor tabs, the Editing in progress message persisted. [1117798]
This has been fixed; the Editing in progress message will clear.

Contracts

In a contract summary with at least two attachments with the same Attachment Category, the Edit attachment popup failed to open. [1140007]
This has been fixed; the Edit attachment popup will open when the user clicks Edit.

Vendor & Provider Directories

On the vendor/provider details screen, if a user updated the Primary Product/Service and Notes fields, the updated field values mismatched the format of other field values. [1126054]
This has been fixed; updated field values will match other field values in formatting.

Admin

User Groups

The filters in the table on the user group detail screen failed to ignore roles the users had in other organizations within the tenant. [1134856, 1145539]
This has been fixed; users will be filtered only by their roles in the current organization.
If a user’s permission set lacked the organization level node, then the user’s role failed to populate in the Roles column of the user group table under the Select people tab. [1172678]
This has been fixed; the column will populate regardless of a user’s organization-level permissions.
If an admin disabled a user’s access through user groups, that user still appeared under the Selected tab, which showed the wrong count. [1135699]
This has been fixed; disabling a user’s access will remove them from the Selected tab, which will show the correct count.

Workflow Templates

In the workflow templates table, newly copied, inactive workflow templates failed to appear when the Include active templates toggle was switched on. [1127999]
This has been fixed; newly copied, inactive workflow templates can be found.

Pulse Check

Adding a reviewer to a contract in an active campaign returned an error. [1162460]
This has been fixed; users can add reviewers.
Under campaign management, there was a visual defect in the date picker for the Campaign end date. [1149899]
This has been fixed; the date picker will show as expected.
When a survey initiator clicked Retract phase, the Retract survey popup failed to open. [ 1142026]
This has been fixed; clicking Retract phase will open the popup as expected.

Conflict Capture

When a respondent completed a Conflict Capture statement indicating no conflicts, they received an email notification to review the Conflict Capture resolution form, which did not exist. [1127679]
This has been fixed; the email notification to review the Conflict Capture resolution form will only be sent when a conflict is indicated and a resolution form exists.