Release Notes: Difference between revisions

From ContactsLaw Documentation
No edit summary
No edit summary
 
(25 intermediate revisions by the same user not shown)
Line 3: Line 3:
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 241203) ==
== Latest Version (Build 251107) ==
Only the Desktop App is updated in this build.


* '''Contacts'''
** [Fix] Contact creation (Desktop App).
* '''Documents'''
* '''Documents'''
** [Fix] Clause picker (Desktop App).
** [Fix] Email templates containing tables could not override the width using styles/classes.
** [Fix] Content editor pop-up when dialogs are open (Desktop App).
** [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 241129) ==
== 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'''
* '''Contacts'''
** [New] Aliases for individuals.
** [New] Pairs of contacts can now be marked "not duplicates" via relationships.
** [New] Abbreviated names for entities.
** [New] Financial entries for international bank accounts.
** [New] Safe custody packets and items.
** [New] Register of safe custody report.
** [Change] Search contacts by other trading names, historical trading names and contact fields.
** [Change] Email addresses normalised so domain name always appears lowercase.
** [Change] More intelligent handling of ABR search results.
** [Change] Related documents for financial entries.
** [Change] Separate greeting options for judicial officers.
** [Change] Auto description for mobile phone numbers.
** [Fix] Stop words prevented search from producing results.
* '''Matters'''
** [Change] Infer party type (client/other) from contact only.
* '''Documents'''
* '''Documents'''
** [New] "Annotate if empty" option for content markers in templates.
** [Fix] Copying clauses containing tables (Desktop App).
** [New] Replies to emails that function more like Outlook.
** [Fix] Deleting party definitions from document types.
** [New] "Insert feature" for advanced formatting in templates (Desktop App).
** [Fix] Changing between plain text and Markdown format in template editor (Desktop App).
** [New] Style management for Word templates.
** [Fix] Template configuration not reflecting changes in asset hierarchy (Desktop App).
** [New] Clauses (including placeholders).
** [Fix] Uploading blank documents to MinIO stores.
** [Change] Improved display of asset options when configuring templates (Desktop App).
** [Fix] Issues with default behaviour for document assets when used as attachments.
** [Change] Improved handling of table fields.
** [Fix] Race condition when checking documents out.
** [Change] Tab spaces automatically convert to features (Desktop App).
** [Fix] Document descriptions using parties on matter instead of parties on the document.
** [Change] Markdown editor supports linked images (Desktop App).
** [Change] Emails now open for editing in Outlook on the Web if Classic Outlook is not installed (Desktop App).
** [Change] Improved copy/paste functionality in template editor.
** [Change] Prompt to copy an existing template configuration (Desktop App).
** [Fix] Limitations on document assembly for Markdown templates.
** [New] Add default content (assets, content specifications and requirements) for email/SMS templates.
** [Fix] Template editor didn't create previous versions of Markdown/SMS templates (Desktop App).
** [New] Automatic mapping of assets in template configurations (based on asset names) (Desktop App).
** [Fix] Attachments in templates didn't create related documents.
* '''Matter'''
** [Fix] Microsoft 365 integration.
** [Fix] Erroneous "party not in conflict" message when updating clients/parties.
** [Fix] Incorrect time zone in date/time expressions.
** [Change] Additional options for related contact assets.
* '''Workgroups'''
** [New] Linking Trust/CMA authority documents.
** [Fix] Setting client's role could fail (Desktop App).
** [New] Matters can now be commenced/concluded using rules.
* '''Billing'''
** [Change] Improved responsiveness when pausing/resuming timers (Desktop App).
* '''Workflow'''
* '''Workflow'''
** [New] Additional event types for forms (page completed, form completed).
** [Fix] Nested rules executed in the wrong order after resuming the process.
** [New] Instances of forms can be exported/uploaded as HTML documents.
** [Fix] Copy/paste nested blocks in forms (Desktop App).
** [New] New rule types for working with individual rows in a table.
** [Fix] Conditions/expressions for blocks on forms not evaluated in page order.
** [Change] Events on interactive forms now behave more intuitively.
** [Fix] Task/calendar items preventing processes from ending.
** [Change] Custom assets have more uses in forms and processes.
** [Change] Completing/cancelling a form now immediately resumes the process (instead of scheduling a daemon job).
** [Change] Easier to switch between process and form editors (Desktop App).
** [Change] Labels on form controls can now be updated by rules.
** [Fix] Matter did not pre-fill when starting a process (Desktop App).
** [Change] Controls on forms can now bind to the current asset in a repetition block.
** [Fix] Some changes to forms didn't save (Desktop App).
** [Change] Table functions now work with table controls (as well as table fields).
* '''General'''
** [Change] Choice controls can now store either the choice text or the number (starting from 1).
** [Change] Added clipboard functionality to various text labels (Desktop App).
** [Change] Hidden form controls are now treated as empty.
** [Change] "Show advanced options" enabled if any advanced options have already been set (Desktop App).
** [Change] Processes can be treated as activities in respect of a particular asset (allows pre-filling).
** [Fix] Distinction between "blank category" and "no category" (Desktop App).
** [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 ==
== Earlier Versions ==
TBA
 
* [[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 250627|Build 250627]]
* [[Release Notes Build 250612|Build 250612]]
* [[Release Notes Build 250509|Build 250509]]
* [[Release Notes Build 250417|Build 250417]]
* [[Release Notes Build 250213|Build 250213]]
* [[Release Notes Build 250106|Build 250106]]
* [[Release Notes Build 241203|Build 241203]]
* [[Release Notes Build 241129|Build 241129]]

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

Retrieved from "https://docs.contactslaw.com.au/index.php?title=Release_Notes&oldid=2424"