The fixes from Release 2024.4 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).
- Fixes
- Policy Management
- Fixed an issue where custom collection included incorrect document for 1 user
-
Fixed an issue where document version number does not update in Document Settings field.
-
Fixed an issue where there was an intermittent ability to view documents in split view for Data Connections.
-
Fixed an issue where Table mode showed wrong icon for archived documents.
-
Fixed an issue where there was a duplicate "Paragraph changes" filter option under Paragraph Activities tab.
-
Fixed an issue where there was an error when trying to release from NMC stage.
-
Fixed an issue where layouts didn't work for modifications created from documents with attached templates.
-
Fixed an issue where deleted user groups remained in User roles report.
- Policy Portal
- Fixed an issue where search was not returning documents once they have been opened/viewed
- Fixed an issue where search was not returning documents that matched a multiline text field filter
- Fixed an issue where modifications were not contributing to the category counter they belonged to
- Fix Patch 155.8
- Fixed an issue where there were duplicate archive/restore options for deleted Table of Contents
- Fixed an issue where Portal document cannot be opened if there are paragraphs with level differences higher than 1
- Fix Patch 155.9
- Fixed an issue where numbering font is not inherited in released version
- Fixed an issue where document type filter does not show when selected
- Fixed an issue where automatic Users management not disabling users as expected
- Fixed an issue where modification can't be created if document was in NMC workflow
- Fixed an issue where user is able to pass metadata validation required text field by entering whitespace
- Fixed an issue where export's metadata table does not match fields and order in Portal document Details tab
- Fixed an issue where users cannot add approvers in locked or approval stages
- Fixed an issue where a full page image shrinks when inserted into a cover page
- Policy Management
For any questions, please email support@corlytics.com and we will further assist you.
Fixes
Policy Management
-
Fixed an issue where custom collection included incorrect document for 1 user.
- Pre-conditions:
- N/A
- Steps to reproduce:
-
Create a non-privileged user with the following authorities - edit documents/create document
-
Create a collection (filters: approval Status Pending)
-
Create a document
-
Open the dashboard on PM
-
- Expected result:
- Document is filtered out as there are no approvals within it
- Dependencies & Impact:
- Collections
- Support Request ID:
- 3351782419
- Pre-conditions:
- Fixed an issue where document version number does not update in Document Settings field.
- Pre-conditions:
- N/A
- Steps to reproduce:
- Create a document
- Open File -> document settings
- Try to change the version
- Expected result:
-
Version is updated on UI
-
- Dependencies & Impact:
- Document Settings
- Support Request ID:
- 3484684383
- Pre-conditions:
- Fixed an issue where there was an intermittent ability to view documents in split view for Data Connections.
- Pre-conditions:
- N/A
- Steps to reproduce:
-
Open the document that the user has access to.
-
Search in the connections tab for the document with no access.
-
Click on split view icon
-
- Expected result:
- Split view icon is not available for documents the user doesn't have access to.
- Dependencies & Impact:
- Connections
- Support Request ID:
- 4007910677
- Pre-conditions:
- Fixed an issue where Table mode showed wrong icon for archived documents.
- Pre-conditions:
- N/A
- Steps to reproduce:
-
Create a document
-
Archive it
-
Open Archived collection
-
Check the icon in the list view
-
Switch to table view
-
- Pre-conditions:
-
- Expected result:
- The same icon as in the list view
- Dependencies & Impact:
- Search
- Support Request ID:
- 3139148352
- Expected result:
- Fixed an issue where there was a duplicate "Paragraph changes" filter option under Paragraph Activities tab.
- Pre-conditions:
- N/A
- Steps to reproduce:
-
Open any document (it can be a document, modification, template, snippet, etc).
-
Select any paragraph.
-
Click on “paragraph activity” on the right to open the sidebar.
-
Click on the dropdown that contains “everything”.
-
- Pre-conditions:
-
- Expected result:
- No option should be duplicated.
- Dependencies & Impact:
- Editor
- Support Request ID:
- 3861725514
- Expected result:
- Fixed an issue where there was an error when trying to release from NMC stage.
- Pre-conditions:
- Document is in Non-Material Changes stage.
- Steps to reproduce:
- Attempt to release document.
- Expected result:
- Document moves to Release Stage
- Dependencies & Impact:
- Workflow
- Support Request IDs:
- 4071863161
- 4098501397
- 3476510881
- 15749934991
- 15632825385
- 3709399452
- Pre-conditions:
- Fixed an issue where layouts didn't work for modifications created from documents with attached templates:
- Pre-conditions:
-
Create two metadata screens, so you can easily understand the difference in fields (locked, different fields, etc).
-
Create a template.
-
Set layouts:
Default - 1 screen
On draft - 2 screen - Release template → create a document from the template.
-
Release created document.
-
Create a modification from the document.
-
Open modification and review metadata.
-
- Pre-conditions:
-
- Steps to reproduce:
- N/A
- Expected results:
- Screen from draft layout is displayed.
- Steps to reproduce:
-
- Dependencies & Impact:
- Metadata
- Modifications
- Support Request IDs:
- 3655499141
- 15850081281
- Dependencies & Impact:
- Fixed an issue where deleted user groups remained in User Roles report:
- Pre-conditions:
- N/A
- Steps to reproduce:
-
Create a group
-
Add at least one user to the group
-
Export User Roles Report (PM -> reports -> MI Reports)
-
Delete the group
-
Export User Roles Report
-
- Pre-conditions:
-
- Expected result:
- Group is not present in the report
- Dependencies & Impact:
- Reporting
- User groups
- Support Request ID:
- 3488007201
- Expected result:
Policy Portal
- Fixed an issue where search was not returning documents once they have been opened/viewed.
- Pre-conditions:
- N/A
- Steps to reproduce:
-
Create collection with a pending approval type and a multi-select field with a specific value.
-
Create document with group approval and specific value for multi-select metadata.
-
Open document from collection.
-
Go to dashboard, check document in collection.
-
- Expected result:
- Document should be displayed on the dashboard when the corresponding filters are applied.
- Dependencies & Impact:
- Search
- Support Request ID:
- 15721261972
- Pre-conditions:
- Fixed an issue where search was not returning documents that matched a multiline text field filter
- Pre-conditions:
- N/A
- Steps to reproduce:
-
Create multiline text metadata field
-
Create document
-
Put some word with different colored letters:
-
Try to search document by metadata field filter with word from step 3
-
- Expected result:
- Document from step 3 is presented in the search result.
- Dependencies & Impact:
- Search
- Support Request ID:
- 3126435943
- Pre-conditions:
- Fixed an issue where modifications were not contributing to the category counter they belonged to.
- Pre-conditions:
- N/A
- Steps to reproduce:
-
Create a document and then release it.
-
Create a modification from the document, then release it.
-
Add the modification to a category available on Policy Portal.
-
Open Policy Portal and choose the category.
-
- Pre-conditions:
-
- Dependencies & Impact:
- Search
- Workflow modifications
- Support Request ID:
- 3126435943
- Dependencies & Impact:
Fix Patch 155.8
- Fixed an issue where there were duplicate archive/restore options for deleted Table of Contents.
- Pre-conditions:
- N/A
- Steps to reproduce:
-
Create new document.
-
Add paragraph with text.
-
Delete paragarph.
-
Delete ToC.
-
- Dependencies & Impact:
- Editor
- Support Request ID:
- 16680179761
- Pre-conditions:
- Fixed an issue where Portal document cannot be opened if there are paragraphs with level differences higher than 1.
- Pre-conditions:
- N/A
- Steps to reproduce:
- Create document.
- Create paragraph on level 1.
- Create paragraph on level 3.
- Release document.
- Open document on Policy Portal.
- Dependencies & Impact:
- Document Viewer
- Support Request ID:
- 16838724495
- 16838727452
- 16852819572
- 16862741907
- 16838726035
- 16852819747
- 16806434325
- Pre-conditions:
Fix Patch 155.9
- Fixed an issue where numbering font is not inherited in released version.
- Pre-conditions:
- N/A
- Steps to reproduce:
-
Create a document.
-
Customise text styles, set font different from expert sans.
-
Add a paragraph with numbering.
-
Release a document / switch into view mode.
-
- Dependencies & Impact:
- Formatting
- Support Request ID:
- 16677094032
- Pre-conditions:
- Fixed an issue where document type filter does not show when selected.
- Pre-conditions:
- N/A
- Steps to reproduce:
- Open Policy Portal or Policy Management.
-
Try to select Document Type filter.
- Dependencies & Impact:
- Search
- Support Request ID:
- 17031580016
- Pre-conditions:
- Fixed an issue where automatic Users management not disabling users as expected.
- Pre-conditions:
- N/A
- Steps to reproduce:
-
Create file with users, put it to sftp folder.
-
Call api POST /v1/users/actions/import/localstore.
-
Users are created/updated.
-
Remove one line (user) from file.
-
Call api POST /v1/users/actions/import/localstore.
-
Check that removed user was disabled.
-
- Dependencies & Impact:
- Users
- Support Request ID:
- N/A
- Pre-conditions:
- Fixed an issue where modification can't be created if document was in NMC workflow.
- Pre-conditions:
- N/A
- Steps to reproduce:
-
Create a template with one additional stage and release it.
- Create a document from the template and release it.
- Move to NMC Workflow.
- Change deadline date for release to today/tomorrow.
- Release the document.
- Try to create a modification
-
- Dependencies & Impact:
- Workflow
- Support Request ID:
- 16681372025
- Pre-conditions:
- Fixed an issue where user is able to pass metadata validation required text field by entering whitespace.
- Pre-conditions:
- N/A
- Steps to reproduce:
-
Create simple text metadata field.
-
Create a screen with text metadata field and mark it as required.
-
Create a document and set screen as a default layout.
-
Enter few whitespaces and try to save metadata form.
-
- Dependencies & Impact:
- Metadata
- Workflow
- Support Request ID:
- 17407277065
- Pre-conditions:
- Fixed an issue where export's metadata table does not match fields and order in Portal document Details tab.
- Pre-conditions:
- N/A
- Steps to reproduce:
-
Create a metadata screen with few metadata fields inside.
-
Fields should not follow alphabetical order.
-
-
Create a document.
-
Choose previously created screen for layouts.
-
Insert Metadata paragraph
- Export to either PDF or DOCX
-
- Dependencies & Impact:
- Metadata
- Content
- Support Request ID:
- 17445186629
- Pre-conditions:
- Fixed an issue where users cannot add approvers in locked or approval stages.
- Pre-conditions:
- Document has a locked or approval stage set from template
- Steps to reproduce:
-
Move to locked or approval stage.
- Attempt to add approvers.
-
- Pre-conditions:
-
- Dependencies & Impact:
- Workflow
- Approvals
- Support Request ID:
- 17029833569
- 17146661925
- 16852819747
- Dependencies & Impact:
- Fixed an issue where a full page image shrinks when inserted into a cover page
- Pre-conditions:
- N/A
- Steps to reproduce:
- Create a document.
- Create title page.
- Insert any image.
- Pre-conditions:
-
- Dependencies & Impact:
- Editor
- Support Request ID:
- 16796171327
- Dependencies & Impact: