Release 2024 Q4 - Fixes (detailed)

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

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:
      1. Create a non-privileged user with the following authorities - edit documents/create document

      2. Create a collection (filters: approval Status Pending)

      3. Create a document

      4. 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
  • 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
  • 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:
      1. Open the document that the user has access to.

      2. Search in the connections tab for the document with no access.

      3. 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
  • Fixed an issue where Table mode showed wrong icon for archived documents.
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. Create a document

      2. Archive it

      3. Open Archived collection

      4. Check the icon in the list view

      5. Switch to table view

    • Expected result:
      •  The same icon as in the list view
    • Dependencies & Impact:
      • Search
    • Support Request ID:
      • 3139148352
  • Fixed an issue where there was a duplicate "Paragraph changes" filter option under Paragraph Activities tab.
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. Open any document (it can be a document, modification, template, snippet, etc).

      2. Select any paragraph.

      3. Click on “paragraph activity” on the right to open the sidebar.

      4. Click on the dropdown that contains “everything”.

    • Expected result:
      • No option should be duplicated.
    • Dependencies & Impact:
      • Editor
    • Support Request ID:
      • 3861725514
  • 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:
      1. Attempt to release document.
    • Expected result:
      • Document moves to Release Stage
    • Dependencies & Impact:
      • Workflow
    • Support Request IDs:
      • 4071863161
      • 4098501397
      • 3476510881
      • 15749934991
      • 15632825385
      • 3709399452
  • Fixed an issue where layouts didn't work for modifications created from documents with attached templates:
    • Pre-conditions:
      1. Create two metadata screens, so you can easily understand the difference in fields (locked, different fields, etc).

      2. Create a template.

      3. Set layouts:

        Default - 1 screen
        On draft - 2 screen
      4. Release template → create a document from the template.
      5. Release created document.

      6. Create a modification from the document.

      7. Open modification and review metadata.

    • Steps to reproduce:
      • N/A
    • Expected results:
      • Screen from draft layout is displayed.
    • Dependencies & Impact:
      • Metadata
      • Modifications
    • Support Request IDs:
      • 3655499141
      • 15850081281
  • Fixed an issue where deleted user groups remained in User Roles report:
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. Create a group

      2. Add at least one user to the group

      3. Export User Roles Report (PM -> reports -> MI Reports)

      4. Delete the group

      5. Export User Roles Report

    • Expected result:
      • Group is not present in the report
    • Dependencies & Impact:
      • Reporting
      • User groups
    • Support Request ID:
      • 3488007201

Policy Portal

  • Fixed an issue where search was not returning documents once they have been opened/viewed.
    • Pre-conditions:
      •  N/A
    • Steps to reproduce:
      1. Create collection with a pending approval type and a multi-select field with a specific value.

      2. Create document with group approval and specific value for multi-select metadata.

      3. Open document from collection.

      4. 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
  • Fixed an issue where search was not returning documents that matched a multiline text field filter
    • Pre-conditions:
      •  N/A
    • Steps to reproduce:
      1. Create multiline text metadata field

      2. Create document

      3. Put some word with different colored letters:

        Screenshot 2024-10-23 at 13.34.59
      4. 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
  • Fixed an issue where modifications were not contributing to the category counter they belonged to.
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. Create a document and then release it.

      2. Create a modification from the document, then release it.

      3. Add the modification to a category available on Policy Portal.

      4. Open Policy Portal and choose the category.

    • Dependencies & Impact:
      • Search
      • Workflow modifications
    • Support Request ID:
      • 3126435943

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:
      1. Create new document.

      2. Add paragraph with text.

      3. Delete paragarph.

      4. Delete ToC.

    • Dependencies & Impact:
      • Editor
    • Support Request ID:
      • 16680179761
  • 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:
      1. Create document.
      2. Create paragraph on level 1.
      3. Create paragraph on level 3.
      4. Release document.
      5. Open document on Policy Portal.

         

    • Dependencies & Impact:
      • Document Viewer
    • Support Request ID:
      • 16838724495
      • 16838727452
      • 16852819572
      • 16862741907
      • 16838726035
      • 16852819747
      • 16806434325

Fix Patch 155.9

  • Fixed an issue where numbering font is not inherited in released version.
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. Create a document.

      2. Customise text styles, set font different from expert sans.

      3. Add a paragraph with numbering.

      4. Release a document / switch into view mode.

    • Dependencies & Impact:
      • Formatting
    • Support Request ID:
      • 16677094032
  • Fixed an issue where document type filter does not show when selected.
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. Open Policy Portal or Policy Management.
      2. Try to select Document Type filter.

    • Dependencies & Impact:
      • Search
    • Support Request ID:
      • 17031580016
  • Fixed an issue where automatic Users management not disabling users as expected.
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. Create file with users, put it to sftp folder.

      2. Call api POST /v1/users/actions/import/localstore.

      3. Users are created/updated.

      4. Remove one line (user) from file.

      5. Call api POST /v1/users/actions/import/localstore.

      6. Check that removed user was disabled.

    • Dependencies & Impact:
      • Users
    • Support Request ID:
      • N/A
  • Fixed an issue where modification can't be created if document was in NMC workflow.
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. Create a template with one additional stage and release it.

      2. Create a document from the template and release it.
      3. Move to NMC Workflow.
      4. Change deadline date for release to today/tomorrow.
      5. Release the document.
      6. Try to create a modification
    • Dependencies & Impact:
      • Workflow
    • Support Request ID:
      • 16681372025
  • Fixed an issue where user is able to pass metadata validation required text field by entering whitespace.
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. Create simple text metadata field.

      2. Create a screen with text metadata field and mark it as required.

      3. Create a document and set screen as a default layout.

      4. Enter few whitespaces and try to save metadata form.

    • Dependencies & Impact:
      • Metadata
      • Workflow
    • Support Request ID:
      • 17407277065
  • 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:
      1. Create a metadata screen with few metadata fields inside.

        1. Fields should not follow alphabetical order.

      2. Create a document.

      3. Choose previously created screen for layouts.

      4. Insert Metadata paragraph

      5. Export to either PDF or DOCX
    • Dependencies & Impact:
      • Metadata
      • Content
    • Support Request ID:
      • 17445186629
  • 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:
      1. Move to locked or approval stage.

      2. Attempt to add approvers.
    • Dependencies & Impact:
      • Workflow
      • Approvals
    • Support Request ID:
      • 17029833569
      • 17146661925
      • 16852819747
  • Fixed an issue where a full page image shrinks when inserted into a cover page
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. Create a document.
      2. Create title page.
      3. Insert any image.
    • Dependencies & Impact:
      • Editor
    • Support Request ID:
      • 16796171327