Release Notes: Difference between revisions

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Updates typically affect multiple system components. Notes which relate specifically to the [[Desktop App]] are marked separately.
Updates typically affect multiple system components. Notes which relate specifically to the [[Desktop App]] are marked separately.


== Latest Version (Build 250905) ==
== Latest Version (Build 251107) ==


*'''Accounting'''
* '''Documents'''
**[Change] Client names for trust compliance purposes now include known aliases.
** [Fix] Email templates containing tables could not override the width using styles/classes.
*'''Documents'''
** [Fix] Auto-mapping feature for template configurations (Desktop App).
**[Fix] Failure to read metadata from a document would also cause upload to fail.
** [Fix] Saving changes to template configurations after asset hierarchy has changed.
**[Fix] Unused roles/fields were not removed as intended.
** [Change] Improved consistency of mapping options for assets.
**[Fix] Subsequent changes to a document type with new roles/fields could fail (Desktop App).
** [Change] Default content specifications for emails now include the sender's name.
**[Fix] Document destination not correctly passed down to fragments.
** [New] Ability to nominate a successor when deleting a document type.
**[Fix] "In reply to" field missing from generate/catalogue document activities (Desktop App).
* '''Matters'''
**[Fix] Subsequent changes to a template could fail due to related assets (Desktop App).
** [New] Granular permissions for custom fields on matters.
**[Change] Additional options when configuring related document assets.
* '''Workflow'''
**[Change] Improved handling of attachments for document formats that do not support them.
** [Fix] Exporting processes containing forms.
**[Change] Fragments can now include information about related documents.
** [Fix] Updating dependencies in processes during merge/replace.
**[Change] Additional attachments (added during document creation) now appear when using the "attachments" keyword in expressions.
** [Change] Rules that show interactive forms can now specify that cancelling the form should also cancel the process.
**[Change] Placeholder images and sample attachments when testing templates.
* '''Other'''
**[Change] Field assets no longer require a parent asset.
** [Fix] Suggestions no longer appear when typing numbers into expressions (Desktop App).
**[Change] New assets no longer added as children of the selected asset by default (Desktop App).
** [Fix] Literal text inside expressions could be modified during evaluation.
**[Change] Template categories are now collapsible in document creation (Desktop App).
** [Fix] Processing escape characters inside Markdown.
**[Change] Assets can now be duplicated in the template editor (Desktop App).
** [Fix] Copying some text content to the clipboard (Desktop App).
**[Change] Template configurations can now be pinned to the top of the view.
** [Fix] Encryption routines would sometimes fail due to incorrect implementation.
**[Change] Multi-select for assets in the template editor (Desktop App).
** [Change] Improved performance when editing expressions (outside of content specifications) (Desktop App).
**[Change] Copy+paste for assets in the template editor, including between different templates (Desktop App).
**[New] Non-breaking spaces can now be inserted into Word documents.
**[New] Support for images in SVG format.
*'''Matters'''
**[Fix] Matter summary not updating when the workgroup changes.
*'''Workflow'''
**[Fix] Rules using the "or" condition did not evaluate correctly.
**[Fix] Rules with complex nested conditions did not load/save consistently (Desktop App).
**[Fix] Pagination not working for rule logs (Desktop App).
**[Fix] Validation criteria for rules that create task/calendar items.
**[Fix] Drop-downs clearing after changing the order of rules (Desktop App).
**[Change] Rules that start other processes can now map each property of a custom asset separately.
**[Change] Improved validation when starting processes manually.
**[Change] Additional options for conditions on rules.
*'''Other'''
**[Fix] Improved resilience of REST API client when connecting to newer server versions.
**[Fix] Reading/writing to custom fields with percentage formatting.
**[Fix] Some formatting not applied to custom fields during initial display (Desktop App).
**[Fix] Expressions now follow more consistent rules for empty values and conversion between data types.
**[Fix] Table functions in expressions ignored filters on rows.
**[Fix] Improved performance during scrolling (Desktop App).
**[Fix] Expression formatting reinstated immediately after being toggled off by the user (Desktop App).
**[Change] Vertical scroll position now resets when switching between pages (Desktop App).
**[Change] Syntax highlighting now shows mismatched parentheses and function arguments (Desktop App).
**[Change] Suggested expressions now favour prefix matches (Desktop App).
**[New] Additional functions for use in expressions.


== Previous Version (Build 250814) ==
== Previous Version (Build 251027) ==


*'''Accounting'''
** [Fix] Trust/CMA statements command incorrectly shown under General (Desktop App).
** [Fix] Authorisation events not triggering on transaction types without authorisation criteria.
** [Change] Transaction totals can now be referenced in expressions.
** [Change] Balance sheet report now includes subtotals for current/non-current assets and liabilities.
** [New] Duplication command for transactions.
* '''Billing'''
* '''Billing'''
** [New] Product definitions at the subscription level.
** [Fix] Items on quotes created using rules did not apply charge policies.
* '''Calendar'''
** [Change] Moved "Do Not Disturb" toggle to main window (Desktop App).
** [Fix] Issues previewing/navigating to task and calendar items in different businesses (Desktop App).
** [New] Invoices can now be finalised using rules.
** [New] Historical code for invoices.
* '''Contacts'''
** [New] Pairs of contacts can now be marked "not duplicates" via relationships.
* '''Documents'''
** [Fix] Copying clauses containing tables (Desktop App).
** [Fix] Deleting party definitions from document types.
** [Fix] Changing between plain text and Markdown format in template editor (Desktop App).
** [Fix] Template configuration not reflecting changes in asset hierarchy (Desktop App).
** [Fix] Uploading blank documents to MinIO stores.
** [Fix] Issues with default behaviour for document assets when used as attachments.
** [Fix] Race condition when checking documents out.
** [Fix] Document descriptions using parties on matter instead of parties on the document.
** [Change] Emails now open for editing in Outlook on the Web if Classic Outlook is not installed (Desktop App).
** [Change] Prompt to copy an existing template configuration (Desktop App).
** [New] Add default content (assets, content specifications and requirements) for email/SMS templates.
** [New] Automatic mapping of assets in template configurations (based on asset names) (Desktop App).
* '''Matter'''
** [Fix] Erroneous "party not in conflict" message when updating clients/parties.
** [Change] Additional options for related contact assets.
** [New] Linking Trust/CMA authority documents.
** [New] Matters can now be commenced/concluded using rules.
* '''Workflow'''
* '''Workflow'''
** [Fix] Logic errors in some rule actions.
** [Fix] Nested rules executed in the wrong order after resuming the process.
** [Fix] Inconsistent population behaviour in some rule editors (Desktop App).
** [Fix] Copy/paste nested blocks in forms (Desktop App).
** [Fix] Status/progress not showing correctly on forms (Desktop App).
** [Fix] Conditions/expressions for blocks on forms not evaluated in page order.
** [Change] Form editor now selects first page by default (Desktop App).
** [Fix] Task/calendar items preventing processes from ending.
** [Change] More layout choices for labels and images on forms.
** [Change] Completing/cancelling a form now immediately resumes the process (instead of scheduling a daemon job).
** [Change] Simplified flow charts for processes.
** [Change] Labels on form controls can now be updated by rules.
** [Change] Rules on processes/forms are now included in dependency checks.
** [Change] Controls on forms can now bind to the current asset in a repetition block.
** [New] User preferences for the form editor (Desktop App).
** [Change] Table functions now work with table controls (as well as table fields).
** [New] Forms can now be made optional; i.e. the user can cancel the form and resume the process.
** [Change] Choice controls can now store either the choice text or the number (starting from 1).
** [New] Rules can now populate assets using relationships between existing resources.
** [Change] Hidden form controls are now treated as empty.
** [New] Forms can now declare their preferred width on the screen.
** [Change] Processes can be treated as activities in respect of a particular asset (allows pre-filling).
** [New] Read-only controls on forms.
** [Change] Processes treated as activities can now skip the "Start Process" wizard (Desktop App).
** [New] Optional logging for rules on processes and forms (e.g. for troubleshooting).
** [Change] Document assets in processes can now be associated with a specific document type (affects rules).
*'''Other'''
** [Change] Editing assets in processes now consistent with document template editor (Desktop App).
**[Fix] Logic error when updating custom fields.
* '''Other'''
**[Change] Auto-number option now works with date columns in table fields.
** [Fix] Performance/reliability of automatic tooltips for trimmed text (Desktop App).
**[New] Short-hand versions of many of the functions that can be used in expressions.
** [Fix] Various items permitted creation of invalid relationships.
**[New] REST API caching (Desktop App).
** [Fix] Commands on activity popup causing mouse input to lock up (Desktop App).
**[New] Help buttons added to various editors and wizards (Desktop App).
** [Fix] User unable to interact with subsequent dialog boxes (Desktop App).
** [Change] Percent sign now implicitly added to percentage fields (Desktop App).
** [Change] Presentation of search options (Desktop App).
** [Change] Presentation of advanced options (now "advanced mode") (Desktop App).
** [Change] Improved user experience when adding new roles/fields that already exist (Desktop App).


== Earlier Versions ==
== Earlier Versions ==


* [[Release Notes Build 251013|Build 251013]]
* [[Release Notes Build 250926|Build 250926]]
* [[Release Notes Build 250912|Build 250912]]
* [[Release Notes Build 250905|Build 250905]]
* [[Release Notes Build 250814|Build 250814]]
* [[Release Notes Build 250717|Build 250717]]
* [[Release Notes Build 250717|Build 250717]]
* [[Release Notes Build 250627|Build 250627]]
* [[Release Notes Build 250627|Build 250627]]

Latest revision as of 10:09, 7 November 2025

This page lists the changes in each software update for ContactsLaw.

Updates typically affect multiple system components. Notes which relate specifically to the Desktop App are marked separately.

Latest Version (Build 251107)

  • Documents
    • [Fix] Email templates containing tables could not override the width using styles/classes.
    • [Fix] Auto-mapping feature for template configurations (Desktop App).
    • [Fix] Saving changes to template configurations after asset hierarchy has changed.
    • [Change] Improved consistency of mapping options for assets.
    • [Change] Default content specifications for emails now include the sender's name.
    • [New] Ability to nominate a successor when deleting a document type.
  • Matters
    • [New] Granular permissions for custom fields on matters.
  • Workflow
    • [Fix] Exporting processes containing forms.
    • [Fix] Updating dependencies in processes during merge/replace.
    • [Change] Rules that show interactive forms can now specify that cancelling the form should also cancel the process.
  • Other
    • [Fix] Suggestions no longer appear when typing numbers into expressions (Desktop App).
    • [Fix] Literal text inside expressions could be modified during evaluation.
    • [Fix] Processing escape characters inside Markdown.
    • [Fix] Copying some text content to the clipboard (Desktop App).
    • [Fix] Encryption routines would sometimes fail due to incorrect implementation.
    • [Change] Improved performance when editing expressions (outside of content specifications) (Desktop App).

Previous Version (Build 251027)

  • Billing
    • [Fix] Items on quotes created using rules did not apply charge policies.
    • [Change] Moved "Do Not Disturb" toggle to main window (Desktop App).
    • [New] Invoices can now be finalised using rules.
    • [New] Historical code for invoices.
  • Contacts
    • [New] Pairs of contacts can now be marked "not duplicates" via relationships.
  • Documents
    • [Fix] Copying clauses containing tables (Desktop App).
    • [Fix] Deleting party definitions from document types.
    • [Fix] Changing between plain text and Markdown format in template editor (Desktop App).
    • [Fix] Template configuration not reflecting changes in asset hierarchy (Desktop App).
    • [Fix] Uploading blank documents to MinIO stores.
    • [Fix] Issues with default behaviour for document assets when used as attachments.
    • [Fix] Race condition when checking documents out.
    • [Fix] Document descriptions using parties on matter instead of parties on the document.
    • [Change] Emails now open for editing in Outlook on the Web if Classic Outlook is not installed (Desktop App).
    • [Change] Prompt to copy an existing template configuration (Desktop App).
    • [New] Add default content (assets, content specifications and requirements) for email/SMS templates.
    • [New] Automatic mapping of assets in template configurations (based on asset names) (Desktop App).
  • Matter
    • [Fix] Erroneous "party not in conflict" message when updating clients/parties.
    • [Change] Additional options for related contact assets.
    • [New] Linking Trust/CMA authority documents.
    • [New] Matters can now be commenced/concluded using rules.
  • Workflow
    • [Fix] Nested rules executed in the wrong order after resuming the process.
    • [Fix] Copy/paste nested blocks in forms (Desktop App).
    • [Fix] Conditions/expressions for blocks on forms not evaluated in page order.
    • [Fix] Task/calendar items preventing processes from ending.
    • [Change] Completing/cancelling a form now immediately resumes the process (instead of scheduling a daemon job).
    • [Change] Labels on form controls can now be updated by rules.
    • [Change] Controls on forms can now bind to the current asset in a repetition block.
    • [Change] Table functions now work with table controls (as well as table fields).
    • [Change] Choice controls can now store either the choice text or the number (starting from 1).
    • [Change] Hidden form controls are now treated as empty.
    • [Change] Processes can be treated as activities in respect of a particular asset (allows pre-filling).
    • [Change] Processes treated as activities can now skip the "Start Process" wizard (Desktop App).
    • [Change] Document assets in processes can now be associated with a specific document type (affects rules).
    • [Change] Editing assets in processes now consistent with document template editor (Desktop App).
  • Other
    • [Fix] Performance/reliability of automatic tooltips for trimmed text (Desktop App).
    • [Fix] Various items permitted creation of invalid relationships.
    • [Fix] Commands on activity popup causing mouse input to lock up (Desktop App).
    • [Fix] User unable to interact with subsequent dialog boxes (Desktop App).
    • [Change] Percent sign now implicitly added to percentage fields (Desktop App).
    • [Change] Presentation of search options (Desktop App).
    • [Change] Presentation of advanced options (now "advanced mode") (Desktop App).
    • [Change] Improved user experience when adding new roles/fields that already exist (Desktop App).

Earlier Versions

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