Released on 10/20/2022
New Features
Issue Id | Description |
Directory | |
Cloud-14037 | When managing folders, placeholders have been replaced with the metadata as defined in the template automatically to prevent duplication of folders when creating new workflows. |
Service Desk | |
Cloud-3186 | The Revert to Previous version option in Service Desk is not available any longer. |
Cloud-8870 | A new option Undeclare is available from the Documents tab and inside Analytics. |
Cloud-10876 | Declare as record and Undeclare jobs can be submitted when creating a workspace through CSV. |
Cloud-10889 | The search results grids on the Documents and Workspaces tabs can now be configured to show different data columns. |
Cloud-11637 | When doing API and Database searches of documents in the Documents and Workspace tabs, it is now possible to select multiple values for the Clients and Database fields and select All Cabinets. Note: This feature is currently only available for iManage. |
Cloud-12835 | Searching in Service Desk on the Documents tab now supports sorting on the security and app type fields. |
Cloud-13533 | There is now a No Access option in the role dropdown when updating Service Desk security from the Documents or Workspaces tabs. |
Cloud-13651 | NetDocument users have the All option when selecting the cabinet when searching for documents. |
Resolved Issues
Issue Id | Description |
Admin | |
Cloud-10028 | Fixed: Adding a Matter Header in the Layout is now displaying correctly for a new tenant. Working systems: iManage, NetDocuments, and Office365. |
Cloud-14214 | The word email, which was previously behaving as a reserved keyword, can now be used in folders and workspace creation, as well as be manually added as metadata. |
Service Desk | |
Cloud-9359 | Fixed: The apostrophe character (') is now supported if included in the Team name when Create Team and Link Team are performed from CSV and Request Workflow. |
Cloud-11771 | Fixed: The Metadata lookup gets populated as expected according to the selected cabinet. |
Cloud-11935 | Fixed: Using multiple search options in Service Desk now properly returns results. |
Cloud-13050 | When searching for NetDocuments documents in the Documents and Workspace tabs, The Security Column in the Search results pane now displays VESA(dmin), VES(hare), VE(dit), V(iew), or Default labels to indicate the security of the documents. |
Cloud-13154 | Fixed: The average time for filters to populate the drop-down lists has been reduced to 5 seconds. |
Cloud-13376/13338 | Fixed: The Load more button is now showing for NetDocuments when doing an API or Database search if there are more than 10 folders to show. |
Cloud-13356 | Fixed: Members are now added correctly when SPM groups are created via CAM. |
Cloud-13636 | Fixed: The Default System and Repository values set as default in the Service Desk settings under the Administration tab are now used as default for search operations. Only if the user changes the server/repository fields in the API search, the dialogs will be populated based on that. |
Cloud-13824 | Fixed: Profile Update is now working from the API and Database search on the Service Desk and Analytics tabs for iManage and NetDocuments. Important: For Profile Update to work properly, Cabinet or Database metadata should also be configured in the Layout of Profile Update, so that the metadata lookup populates according to their mapping. |
Cloud-14066 | Fixed: the Move/Copy operation is now performing as expected in the Workspace and Document tabs. |
Cloud-14181 | Fixed: The Move and Copy jobs now work with the IsCheckedOut property for iManage. |
Provisioning | |
Cloud-14225 | Fixed: SPM Group Membership Update jobs no longer cause duplicate users to be created. |
Template Editor | |
Cloud-13033 | Fixed: When Apply to Workspace operation is performed, search folder criteria is showing correctly. |
Known Issues
Issue Id | Description |
Analytics | |
Cloud-14111 | When viewing the security of an existing query in the Analytics tab, the Expand Security does not show up. |
Provisioning | |
Cloud-14128 | Occasionally, the Create User job throws an error for user creation in iManage SPM. Retrying the job will make it run as intended. |
Cloud-14137 | The Deny role errors out when assigned from a Workflow. Also, the Deny role is not displaying correctly in CAM UI after a CSV job to assign all roles to an user/group has been successfully completed. |
Cloud-14145 | When users create a workspace in iManage and include a space or ^,?, or * special characters in Client/Matter, the job errors out. |
Service Desk | |
Cloud-14107 | If users include the symbols + or - in Client or Matter, the System column does not show the associated system. |
Cloud-14123 | When searching for documents in the Documents tab, the All option is not refreshed and unchecked after changing other fields or the database field. Note: The All option can still be manually unchecked when required. |
Cloud-14153 | If there is a value with the same metadata mapping in more than one database, the dropdown list populates from all databases instead of only one, thus showing repeated results. |
Cloud-14155 | The correct mappings are not getting pulled when there are multiple values populating the Cabinet field. |
Cloud-14161 | When doing NetDocuments API and Database searches with the All option, the Client dropdown list is not populating. |
Cloud-14096 | Users are able to see a NoAccess in the role dropdown when adding Users or Groups to Security via Directory tab>Security, Request Workflow Configuration, Request Workflow, and Folder Template Editor. |
Cloud-14126 | When doing a Database search, The Cabinet lookup field will display all results instead of only showing results according to the search term. |
New Permissions
Issue Id | Permission | Feature Group |
Service Desk | ||
Cloud-8870 | Service Desk | |
Note: All new permissions are disabled by default and must be enabled to be used. For more information, see Required Permissions. | ||