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      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