Release 2025 Q1/2 - Fixes (detailed)
The fixes from Release 2025.1/2 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).
- Policy Management
- Fixed an issue where timestamp on versions in left-pane version selector use draft time instead of released time
- Fixed an issue where modification document is not enforced to original document in specific case
- Fixed an issue where DOCX export shrinks full-page cover image
- Fixed an issue where no document version being returned for versioned search API
-
- Fixed an issue where only the first 10 qualified users are displayed in the user picker
- Fixed an issue where in a Portal document, numbering format suddenly changed after 2024.4
- Fixed an issue where user receives visual error when trying to upload metadata file
- Fixed an issue where table view order by publication date DESC is not working accurately
- Fixed an issue where group deleted from admin panel still remains in document access list
- Fixed an issue where after transferring template through RegHub, most locked paragraphs became unlocked
- Fix Patch 160.8
- Fixed an issue where the Customise Numbering Tiering checkbox is not visually correct when opening modal
- Fixed an issue where an error is met when trying to add a user to a user group
- Fixed an issue where Connection Picker document table columns are available when Document Types is switched off
- Fixed an issue where a Document Type reconfiguration cannot be saved if already selected default template is cleared
- Fixed an issue where document default language is not preselected - English UK is selected instead
- Fixed an issue where the page becomes unresponsive for reviewer when they're viewing document in suggesting mode and their role is changed to viewer
- Fixed an issue where for uploaded documents, wrong numbering is used for new paragraph after a previous stoppage in numbering usage
- Fixed an issue where a checkbox metadata value is not highlighted as changed through metadata import if the changed value is in text format.
- Fix Patch 160.9
- Fixed an issue where some MI report select columns were intermittently populating all field values across document rows
- Fix Patch 160.12
- Fixed an issue where Document Type and Connection Picker fields show as available table columns even if Document Types feature is disabled
- Fixed an issue where "&" shows as "&" in metadata field values.
- Fixed an issue where Portal's alphabetical sort doesn't work completely
- Fixed an issue where collection doesn't properly update if column is added to it
- Fixed an issue where customise Numbering Tiering UI not correct when opening window
- Fixed an issue where "&" character is displayed incorrectly for groups in permission search suggestion list
- Fix Patch 160.16
- Fixed an issue where metadata edits saved during transition from release to draft are contained within released version, not next version's draft
- Fixed an issue where last releaser of template gets shown as the user who attaches template when attaching said template
- Fixed an issue where version change and document title change activities don't get returned in Document Timeline API
- Fixed an issue where Automation's To field can contain non-user picker fields
- Fixed an issue where special characters sometimes gets displayed as "–" in email notifications and no access pages
For any questions, please email support@corlytics.com and we will further assist you.
Fixes
Policy Management
- Fixed an issue where timestamp on versions in left-pane version selector use draft time instead of released time.
- Pre-conditions:
- N/A
- Steps to reproduce:
-
Open versioning panel.
-
Check timestamp of a previous version.
-
- Expected result:
- Released timestamp is shown.
- Dependencies & Impact:
- Versioning
- Auditing
- Support Request ID:
- 19704895918
- Pre-conditions:
- Fixed an issue where modification document is not enforced to original document in specific case.
- Pre-conditions:
- Unknown
- Steps to reproduce:
- Compare draft modification to released original document.
- Expected result:
- Modification is enforced with original document updates.
- Dependencies & Impact:
- Modifications
- Support Request ID:
- 20537870469
- Pre-conditions:
- Fixed an issue where DOCX export shrinks full-page cover image.
- Pre-conditions:
- N/A
- Steps to reproduce:
- Create a document.
- Add title page.
- Insert image and maximise nearly to the full page.
- Export to DOCX or PDF.
- Expected result:
- Inserted image save its size within the export / stays relatively the same comparatively to page size
- Dependencies & Impact:
- Editor
- Export
- Support Request ID:
- 17105185844
- Pre-conditions:
- Fixed an issue where no document version being returned for versioned search API.
- Pre-conditions:
- N/A
- Steps to reproduce:
- Call versioned search API.
- Expected result:
- Document version is included in response.
- Dependencies & Impact:
- API
- Support Request ID:
- 17707702056
- Pre-conditions:
- Fixed an issue where only the first 10 qualified users are displayed in the user picker.
- Pre-conditions:
- There are more than 10 users with the same last name.
- Steps to reproduce:
-
Open or create a document with a user picker field.
-
Try to search for a user with the surname (there are 20 such users).
-
- Pre-conditions:
-
- Expected result:
- Search works within pagination and allows scrolling and loading more users if scrolling down.
- Dependencies & Impact:
- Users
- Metadata
- Support Request ID:
- 21424391024
- Expected result:
- Fixed an issue where in a Portal document, numbering format suddenly changed after 2024.4.
- Pre-conditions:
- Portal document with toggled numbered has been published before 2024.4.
- Steps to reproduce:
- Note the formatting of some paragraphs' numbering.
- Expected result:
- Those paragraphs' numbering remain the same.
- Dependencies & Impact:
- Formatting
- Document Viewer
- Support Request ID:
- 17584418701
- Pre-conditions:
- Fixed an issue where user receives visual error when trying to upload metadata file.
- Note:
- This is only a visual error, the metadata value changes are processed and reflected in associated documents.
- Pre-conditions:
- File name contains special symbols.
- Steps to reproduce:
- Upload metadata file
- Expected result:
- It is processed and returned back without any errors.
- Dependencies & Impact:
- API
- Support Request ID:
- 16987966056
- Note:
- Fixed an issue where table view order by publication date DESC is not working accurately.
- Pre-conditions:
- Create two documents.
- Release and publish them.
- Pre-conditions:
-
- Steps to reproduce:
- Open collection search on Policy Management.
- Make sorting by Publication Date.
- Expected result:
- Documents sorted correctly.
- Dependencies & Impact:
- Versioning.
- Search.
- Support Request ID:
- 17341111604
- Steps to reproduce:
- Fixed an issue where group deleted from admin panel still remains in document access list.
- Pre-conditions:
- N/A
- Steps to reproduce:
- Create a group.
- Add user.
- Create a document.
- Grant access to the previously created group.
- Add another user, or remove original user.
- Delete group.
- Expected result:
- A user doesn’t have access to a document if their group is deleted.
- Dependencies & Impact:
- Users and Groups
- Document Access
- Support Request ID:
- 16511821194
- Pre-conditions:
- Fixed an issue where after transferring template through RegHub, most locked paragraphs became unlocked.
- Pre-conditions:
- Template is released on source instance.
- Steps to reproduce:
- Template is transferred through RegHub to target instance.
- Expected result:
- All locked paragraphs remained locked.
- Dependencies & Impact:
- API
- Templates
- Support Request ID:
- 15626721151
- Pre-conditions:
Fix Patch 160.8
- Fixed an issue where the Customise Numbering Tiering checkbox is not visually correct when opening modal.
- Pre-conditions:
- N/A
- Steps to reproduce:
- Create 3 sub-paragraphs under an existing paragraph (each sub to the previous)
- Check “Tiered Numbers” checkbox for paragraph on last level paragraph.
- Save.
- Open Customise numbering modal for paragraph on last level paragraph.
- Expected result:
- “Tiered Numbers” checkbox is checked
- Dependencies & Impact:
- Formatting
- Pre-conditions:
-
- Support Request ID:
- 20761331592
- Support Request ID:
- Fixed an issue where an error is met when trying to add a user to a user group.
- Pre-conditions:
- N/A
- Steps to reproduce:
- Save the adding of a user to a group.
- Expected result:
- Save is successful.
- Dependencies & Impact:
- Users and groups
- Support Request ID:
- 22384155162
- 21980571653
- Pre-conditions:
- Fixed an issue where Connection Picker document table columns are available when Document Types is switched off.
- Pre-conditions:
- Document Types functionality is disabled in Platform Configuration tab.
- Steps to reproduce:
- Go to Documents dashboard in Policy Management.
- Switch to Table View.
- Open Displayed Fields.
- Pre-conditions:
-
- Expected result:
- Connection Picker fields are not available for selection.
- Dependencies & Impact:
- Search
- Export
- Support Request ID:
- N/A
- Expected result:
- Fixed an issue where a Document Type reconfiguration cannot be saved if already selected default template is cleared.
- Pre-conditions:
- Document Type already has a default template previously saved.
- Steps to reproduce:
- Open Document Type.
- Clear default template.
- Click Save Type.
- Expected result:
- Edit is saved successfully.
- Dependencies & Impact:
- Document Type
- Document Creation/Upload
- Templates
- Support Request ID:
- 22304475931
- Pre-conditions:
- Fixed an issue where document default language is not preselected - English UK is selected instead.
- Pre-conditions:
- N/A
- Steps to reproduce:
- On the Policy Management dashboard, click on +New.
- Select either Create from scratch or Upload DOCX.
- Expected result:
- Default language is the one pre-set for the environment.
- Dependencies & Impact:
- Document creation/upload
- Support Request ID:
- 22248674115
- Pre-conditions:
- Fixed an issue where the page becomes unresponsive for reviewer when they're viewing document in suggesting mode and their role is changed to viewer.
- Pre-conditions:
- Document user has reviewer role in a document.
- User is currently viewing document in Suggestion mode.
- Steps to reproduce:
- Change document user's role from Reviewer to Viewer.
- Expected result:
- Page is reloaded for document user.
- Dependencies & Impact:
- Document Permissions
- Editor
- Support Request ID:
- 22199093862
- Pre-conditions:
- Fixed an issue where for uploaded documents, wrong numbering is used for new paragraph after a previous stoppage in numbering usage.
- Pre-conditions:
- File that is uploaded has a paragraph that has no numbering and is between paragraphs that do have numbering
- Steps to reproduce:
- Sub-paragraph is created under paragraph without numbering.
- Select "Toggle Numbering" from toggle menu.
- Expected result:
- Numbering continues off closest, above paragraph that has numbering.
- Dependencies & Impact:
- Uploaded Documents
- Formatting
- Support Request ID:
- 21883851293
- Pre-conditions:
- Fixed an issue where a checkbox metadata value is not highlighted as changed through metadata import if the changed value is in text format.
- Pre-conditions:
- N/A
- Steps to reproduce:
-
Create document with checkbox metadata.
-
Open document tab on PM/ table view.
-
Choose checkbox metadata as a displayed field.
-
Export document.
-
Change the value of checkbox metadata in exported file to the text format and save it as
.xlsx
file. -
Import metadata values (exported changed file or changed MI report).
-
- Pre-conditions:
-
- Expected result:
- Accepted checkbox value change is highlighted as accepted in import results file.
- Dependencies & Impact:
- Metadata
- Support Request ID:
- 19921070151
- 19910073470
- Expected result:
Fix Patch 160.9
- Fixed an issue where some MI report select columns were intermittently populating all field values across document rows.
- Pre-conditions:
- N/A
- Steps to reproduce:
- Export an MI report with at least 1 select field as a column
- Expected result:
- All document rows populate the correct value(s) selected for that field.
- Dependencies & Impact:
- Reports
- Metadata
- Support Request ID:
- 21288820570
- Pre-conditions:
Fix Patch 160.12
- Fixed an issue where Document Type and Connection Picker fields show as available table columns even if Document Types feature is disabled.
- Pre-conditions:
- Document Types feature is disabled.
- Steps to reproduce:
- Go to either Policy Management or Policy Portal document dashboard.
- Switch to Table view.
- Click ... next to Table view toggle.
- Click Displayed Fields.
- Expected result:
- Document Type and and Connection Picker fields do not show as options.
- Dependencies & Impact:
- Document Types
- Search
- Limitation:
- Turning off Connection Picker fields only on Portal is not possible.
If, under Platform Configuration tab in Admin Panel, Data Connections master toggle is set to On and Data Connections - Show on Portal toggle is set to Off, Connection Picker columns won't be hidden in Policy Portal.
- Turning off Connection Picker fields only on Portal is not possible.
- Support Request ID:
- 22244084997
- Pre-conditions:
- Fixed an issue where "&" shows as "&" in metadata field values.
- Pre-conditions:
- Document metadata field has value containing "&" character.
- Steps to reproduce:
- Go to either Policy Management or Policy Portal version of document.
- View the metadata field's value.
- Expected result:
- Character correctly displays as "&".
- Dependencies & Impact:
- Metadata
- Support Request ID:
- 22662087048
- Pre-conditions:
- Fixed an issue where Portal's alphabetical sort doesn't work completely.
- Pre-conditions:
- N/A
- Steps to reproduce:
- Go to Policy Portal documents dashboard.
- Ensure that the search sort is set to Alphabetical.
- Expected result:
- All documents are sorted correctly alphabetically.
- Dependencies & Impact:
- Portal Search
- Support Request ID:
- 23923368080
- Pre-conditions:
- Fixed an issue where collection doesn't properly update if column is added to it.
- Pre-conditions:
- N/A
- Steps to reproduce:
- Create a custom collection in Policy Management or Policy Portal.
- Add a column.
- Click Update collection.
- Refresh page.
- Expected result:
- Collection update is saved.
- Dependencies & Impact:
- Search
- Support Request ID:
- 23711205659
- Pre-conditions:
- Fixed an issue where customise Numbering Tiering UI not correct when opening window.
- Pre-conditions:
- Document was created through an upload.
- Pre-conditions:
-
- Steps to reproduce:
- Toggle numbering for any unnumbered paragraph.
- Customise numbering for any paragraph numbering.
- Expected result:
- Tiering box is checked, so it reflects current presentation of the numbering.
- Dependencies & Impact:
- Formatting
- Support Request ID:
- 20761331592
- Steps to reproduce:
- Fixed an issue where some "&" character is displayed incorrectly for groups in permission search suggestion list.
- Pre-conditions:
- A group has "&" in its name.
- Steps to reproduce:
- Open the Permissions tab for a document/template.
- Partially type in the user search engine the group name.
- Expected result:
- Suggested user/groups list displays matching groups with "&" correctly displayed.
- Dependencies & Impact:
- Groups
- Permissions
- Support Request ID:
- 23352613005
- Pre-conditions:
Fix Patch 160.16
- Fixed an issue where metadata edits saved during transition from release to draft are contained within released version, not next version's draft.
- Pre-conditions:
- Few custom metadata fields exist
- At least 1 metadata screen exists
- Steps to reproduce:
- Create a document.
- Set layout “Move to draft”.
- Release document.
- Edit 1 metadata field during moving to next draft..
- Pre-conditions:
-
- Expected result:
- The metadata field is updated only in draft version.
- Dependencies & Impact:
- Versioning
- Metadata
- Support Request ID:
- 20598282293
- 20080256293
- Expected result:
- Fixed an issue where last releaser of template gets shown as the user who attaches template when attaching said template.
- Pre-conditions:
- Last releaser of template is different than user who attaches template.
- Steps to reproduce:
- User A creates template with stage "Custom" and adds User B as owner to the template.
- User A releases the template.
- User A creates a document.
- User A attaches it to the template.
- User A moves document to the custom stage.
- User A detaches document from the template.
- User B drafts and releases a new version of the template.
- User A attaches document to template again.
- Expected result:
- User B is shown in the activity timeline as the user behind the latest attachment.
- Dependencies & Impact:
- Templates
- Audit
- Support Request ID:
- 22402538335
- Pre-conditions:
- Fixed an issue where version change and document title change activities don't get returned in Document Timeline API.
- Pre-conditions:
- Document being called has at least 2 versions and/or has had a title change.
- Steps to reproduce:
- Call document via following endpoint:
- https://dev.clausematch.com/api/public-api/v0.0.1/documents/{documentId}/versions/{documentVersion}/timeline-events
- Call document via following endpoint:
- Expected result:
- DOCUMENT_VERSION_CHANGE and/or DOCUMENT_TITLE_CHANGE returned in response.
- Dependencies & Impact:
- Metadata
- API
- Support Request ID:
- 23505484977
- Pre-conditions:
- Fixed an issue where some Automation's To field can contain non-user picker fields.
- Pre-conditions:
- N/A
- Steps to reproduce:
- Create document.
- Create in it an automation.
- Type name of a non-user picker field
- Expected result:
- Non-user picker field does not appear as an option
- Dependencies & Impact:
- Metadata
- Automation
- Support Request ID:
- 23704826995
- Pre-conditions:
- Fixed an issue where special characters sometimes gets displayed as "–" in email notifications and no access pages
- Pre-conditions:
- Document A has in its title symbols en dash "–" and mdash "—"
- Document B has title KB_!@#$%^&*()_+-={}[]:"|;'\<>?,./`~±§
- User A has no access to either documents
- User B has access to both documents
- Pre-conditions:
-
- Steps to reproduce:
- User A visits the documents via their URLs
- User B receives email notifications for both documents, such as an automation stage move email notification.
- Expected result:
- Both No Access pages and email notifications correctly display the title's special characters.
- Dependencies & Impact:
- Metadata
- Notifications
- Permissions
- Support Request ID:
- 21846518390
- Steps to reproduce: