Release 2024 Q2 - Fixes (detailed)

The fixes from Release 2024 Q2 are detailed on this supplementary page.

Details for each fix are: pre-conditions, steps to reproduce, expected result, dependencies and downstream impacts, and support request (ticket) IDs (if applicable).

 

For any questions, please email support@clausematch.com and we will further assist you.


Fixes

🐞 Important bugs that were fixed

Main Release

Policy Management

    • Fixed an issue where charts didn't display data if there were special symbols (&, -, etc...)
      • Pre-conditions:
        • Metadata field used as grouping option contains an option that has a special symbol.
      • Steps to reproduce:
        1. For chart's grouping, select said metadata field.
        2. Select appropriate filter value so that data appears.
        3. Click on any chart bar. 
      • Expected result:
        •  Documents in that group are listed.
      • Dependencies & Impact:
        • Metadata
        • Charts
      • Support Request ID:
        • 2291979339
    • Fixed an issue where there was no space between heading number and text in DOCX export.
      • Pre-conditions:
        • N/A
      • Steps to reproduce:
        • N/A
      • Expected result:
        • There is space between the header's number and text.
      • Dependencies & Impact:
        • Export
        • Formatting
      • Support Request ID:
        • 1939622776
    • Fixed an issue where there was a discrepancy between category number and search results.
      • Pre-conditions:
        • N/A
      • Steps to reproduce:
        1. Click on category to filter document results.
      • Expected result:
        • Both the category number and search results number are the same.
      • Dependencies & Impact:
        • Categories
        • Search
      • Support Request ID:
        • 2363892324
    • Fixed an issue where the tags of data connections overlapped with text of a paragraph.
      • Pre-conditions:
        • Tag is added to a paragraph connection.
      • Steps to reproduce:
        1. Open up the Connections tab from the sidebar.
        2. Select the paragraph connection with the tag.
      • Expected result:
        • The connected paragraph on the left does not overlap with its tag.
      • Dependencies & Impact:
        • Connections
        • Tags
      • Support Request ID:
        • 2440774548 
    • Fixed an issue where there was missing email address for user picker metadata field in MI report.
      • Pre-conditions:
        • User picker field is created.
        • Document is created.
          • User has been assigned to the user picker field.
        • MI report containing the user picker field is created.
      • Steps to reproduce:
        1. Export report.
      • Expected result:
        • Email address is shown in user picker field column for that document.
      • Dependencies & Impact:
        • Metadata
        • Report
      • Support Request ID:
        • 2487574878
    • Fixed an issue where Mac screenshots render with blurred resolution after upload.
      • Pre-conditions:
        • Mac's time format is set to AM/PM (this can be changed by the user).
      • Steps to reproduce:
        1. Take screenshot.
        2. Attempt to upload screenshot. 
      • Expected result:
        • Screenshot renders with original resolution after upload.
      • Dependencies & Impact:
        • Editor
      • Support Request ID:
        • 2499715951
        • 2326084929
    • Fixed an issue where a modification can't be created if original document's stages are out of sync with the latest version of a template.
      • Pre-conditions:
        • Document is attached to a template.
        • Template's latest released version has different stage configuration than document.
      • Steps to reproduce:
        1. Attempt to create a modification from the document.
      • Expected result:
        • Modification is created successfully.
      • Dependencies & Impact:
        • Templates
        • Modifications
      • Support Request ID:
        • 2545954370
    • Fixed an issue where documents could not be uploaded due to incorrect structure.
      • Pre-conditions:
        • N/A
      • Steps to reproduce:
        1. Attempt to upload document with incorrect structure
      • Expected result:
        • Document successfully uploads.
      • Dependencies & Impact:
        • Upload
      • Support Request ID:
        • 2125477676

    Patch 144.6+

    Policy Management

    • Fixed an issue where adding approvers to a future stage, directly through the document, resets past approvals.
      • Pre-conditions:
        • N/A
      • Steps to reproduce:
        1. Add approvers to a future stage through the document. 
      • Expected result:
        • Past approvals are unaffected.
      • Dependencies & Impact:
        • Workflow
      • Support Request ID:
        • N/A
    • Fixed an issue where archiving a template's associated document prevents active associated documents from being affected by template's automation rules.
      • Pre-conditions:
        • N/A
      • Steps to reproduce:
        • Archive any associated document
      • Expected result:
        • Active associated documents are still affected by template's automation rules.
      • Dependencies & Impact:
        • Templates
        • Automations
      • Support Request IDs:
        • 2664967766
        • 2699309087
    • Fixed an issue where template automations do not work for documents attached post creation.
      • Pre-conditions:
        • Template has an enabled automation rule.
      • Steps to reproduce:
        • Attach said type of document after its creation.
      • Expected result:
        • Template's automation rule works for said document.
      • Dependencies & Impact:
        • Templates
        • Automations
        • Documents
        • Email notifications
      • Support Request ID:
        • 2664967766

    Policy Portal

    • Fixed an issue where document search is not performed when pressing the 'Enter' key.
      • Pre-conditions:
        • N/A
      • Steps to reproduce:
        1. Go to any Policy Portal page that has a document search.

        2. Type text in search input.

        3. Press ‘Enter’ key.

      • Expected result:
        • Document search is performed.
      • Dependencies & Impact:
        • Policy Portal Document Search
      • Support Request ID:
        • N/A
    • Fixed an issue where new filters (Changes, Is public access, Is read, Is favourite, Published) don't work in the Attestations and Questions tabs.
      • Pre-conditions:
        • N/A
      • Steps to reproduce:
        1. Open Policy Portal

        2. Go to Documents tab

        3. Add one of filters: ‘Changes’, ‘Is public access’. ‘Is read’, ‘Is favourite’, ‘Published’ → everything works

        4. Go to Attestations tab or Questions tab

        5. Add any of the filters from step 3

      • Expected result:
        • Search results and filters do not disappear
      • Dependencies & Impact:
        • Search
        • Attestations
        • Questions
      • Support Request ID:
        • N/A