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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 "&amp;" 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

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:

      1. Open versioning panel.

      2. Check timestamp of a previous version.

    • Expected result:
      • Released timestamp is shown.
    • Dependencies & Impact:
      • Versioning
      • Auditing
    • Support Request ID:
      • 19704895918
  • 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
  • Fixed an issue where DOCX export shrinks full-page cover image.
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. Create a document.
      2. Add title page.
      3. Insert image and maximise nearly to the full page.
      4. 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
  • Fixed an issue where no document version being returned for versioned search API.
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. Call versioned search API.
    • Expected result:
      • Document version is included in response.
    • Dependencies & Impact:
      • API
    • Support Request ID:
      • 17707702056
  • 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:

      1. Open or create a document with a user picker field.

      2. Try to search for a user with the surname (there are 20 such users).

    • Expected result:
      • Search works within pagination and allows scrolling and loading more users if scrolling down.
    • Dependencies & Impact:
      • Users
      • Metadata
    • Support Request ID:
      • 21424391024
  • 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:
      1. Note the formatting of some paragraphs' numbering.
    • Expected result:
      • Those paragraphs' numbering remain the same.
    • Dependencies & Impact:
      • Formatting
      • Document Viewer
    • Support Request ID:
      • 17584418701
  • 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:
      1. Upload metadata file
    • Expected result:
      • It is processed and returned back without any errors.
    • Dependencies & Impact:
      • API
    • Support Request ID:
      • 16987966056
  • Fixed an issue where table view order by publication date DESC is not working accurately.
    • Pre-conditions:
      1. Create two documents.
      2. Release and publish them.
    • Steps to reproduce:
      1. Open collection search on Policy Management.
      2. Make sorting by Publication Date.
    • Expected result:
      • Documents sorted correctly.
    • Dependencies & Impact:
      • Versioning.
      • Search.
    • Support Request ID:
      • 17341111604
  • Fixed an issue where group deleted from admin panel still remains in document access list.
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. Create a group.
      2. Add user.
      3. Create a document.
      4. Grant access to the previously created group.
      5. Add another user, or remove original user.
      6. 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
  • 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:
      1. Template is transferred through RegHub to target instance.
    • Expected result:
      • All locked paragraphs remained locked.
    • Dependencies & Impact:
      • API
      • Templates
    • Support Request ID:
      • 15626721151

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:
      1. Create 3 sub-paragraphs under an existing paragraph (each sub to the previous)
      2. Check “Tiered Numbers” checkbox for paragraph on last level paragraph.
      3. Save.
      4. Open Customise numbering modal for paragraph on last level paragraph.
    • Expected result:
      • “Tiered Numbers” checkbox is checked
    • Dependencies & Impact:
      • Formatting
    • Support Request ID:
      • 20761331592
  • 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:
      1. Save the adding of a user to a group.
    • Expected result:
      • Save is successful.
    • Dependencies & Impact:
      • Users and groups
    • Support Request ID:
      • 22384155162
      • 21980571653
  • 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:
      1. Go to Documents dashboard in Policy Management.
      2. Switch to Table View.
      3. Open Displayed Fields.
    • Expected result:
      • Connection Picker fields are not available for selection.
    • Dependencies & Impact:
      • Search
      • Export
    • Support Request ID:
      • N/A
  • 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:
      1. Open Document Type.
      2. Clear default template.
      3. Click Save Type.
    • Expected result:
      • Edit is saved successfully.
    • Dependencies & Impact:
      • Document Type
      • Document Creation/Upload
      • Templates
    • Support Request ID:
      • 22304475931
  • Fixed an issue where document default language is not preselected - English UK is selected instead.
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. On the Policy Management dashboard, click on +New.
      2. 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
  • 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:
      1. Document user has reviewer role in a document.
      2. User is currently viewing document in Suggestion mode.
    • Steps to reproduce:
      1. 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
  • 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:
      1. Sub-paragraph is created under paragraph without numbering.
      2. 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
  • 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:

      1. Create document with checkbox metadata.

      2. Open document tab on PM/ table view.

      3. Choose checkbox metadata as a displayed field.

      4. Export document.

      5. Change the value of checkbox metadata in exported file to the text format and save it as .xlsx file.

      6. Import metadata values (exported changed file or changed MI report).

    • Expected result:
      • Accepted checkbox value change is highlighted as accepted in import results file.
    • Dependencies & Impact:
      • Metadata
    • Support Request ID:
      • 19921070151
      • 19910073470

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:
      1. 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

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:
      1. Go to either Policy Management or Policy Portal document dashboard.
      2. Switch to Table view.
      3. Click ... next to Table view toggle.
      4. 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.
    • Support Request ID:
      • 22244084997
  • Fixed an issue where "&" shows as "&amp;" in metadata field values.
    • Pre-conditions:
      • Document metadata field has value containing "&" character.
    • Steps to reproduce:
      1. Go to either Policy Management or Policy Portal version of document.
      2. View the metadata field's value.
    • Expected result:
      • Character correctly displays as "&".
    • Dependencies & Impact:
      • Metadata
    • Support Request ID:
      • 22662087048
  • Fixed an issue where Portal's alphabetical sort doesn't work completely.
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. Go to Policy Portal documents dashboard.
      2. 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
  • Fixed an issue where collection doesn't properly update if column is added to it.
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. Create a custom collection in Policy Management or Policy Portal.
      2. Add a column.
      3. Click Update collection.
      4. Refresh page.
    • Expected result:
      • Collection update is saved.
    • Dependencies & Impact:
      • Search
    • Support Request ID:
      • 23711205659
  • Fixed an issue where customise Numbering Tiering UI not correct when opening window.
    • Pre-conditions:
      • Document was created through an upload.
    • Steps to reproduce:
      1. Toggle numbering for any unnumbered paragraph.
      2. 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
  • 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:
      1. Open the Permissions tab for a document/template.
      2. 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

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:
      1. Create a document.
      2. Set layout “Move to draft”.
      3. Release document.
      4. Edit 1 metadata field during moving to next draft..
    • Expected result:
      • The metadata field is updated only in draft version.
    • Dependencies & Impact:
      • Versioning
      • Metadata
    • Support Request ID:
      • 20598282293
      • 20080256293
  • 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:
      1. User A creates template with stage "Custom" and adds User B as owner to the template.
      2. User A releases the template.
      3. User A creates a document.
      4. User A attaches it to the template.
      5. User A moves document to the custom stage.
      6. User A detaches document from the template.
      7. User B drafts and releases a new version of the template.
      8. 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
  • 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:
      1. Call document via following endpoint:
        1. https://dev.clausematch.com/api/public-api/v0.0.1/documents/{documentId}/versions/{documentVersion}/timeline-events
    • Expected result:
      • DOCUMENT_VERSION_CHANGE and/or DOCUMENT_TITLE_CHANGE returned in response.
    • Dependencies & Impact:
      • Metadata
      • API
    • Support Request ID:
      • 23505484977
  • Fixed an issue where some Automation's To field can contain non-user picker fields.
    • Pre-conditions:
      • N/A
    • Steps to reproduce:
      1. Create document.
      2. Create in it an automation.
      3. 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