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 250912) ==
This version does not affect the Desktop App.
 
* '''Accounting'''
** [Change] General payments subject to GST now warn on validation if the payee is not registered for GST.
* '''Contacts'''
** [Fix] Incorrect character casing for countries and suburbs imported from the web service.
** [New] GST registration status as a separate financial entry type.
** [New] ABR search can now pre-fill GST registration status for contacts.
* '''Documents'''
** [Change] Renaming a template now also renames its configurations (unless they were already overridden).
** [Change] Duplicating a template now also duplicates its configurations.
** [Change] As an alternative to WebDAV, documents can now be checked out to OneDrive instead.
** [Change] Improved performance when checking document size.
** [Change] Folder listings in the DMS App now support pagination.
** [Change] Significant performance improvement when authenticating via MS-OFBA.
* '''Workflow'''
** [Change] The values of field assets can now be set directly in rules.
* '''Other'''
** [Fix] Invalid Markdown caused issues with parsing.
** [Fix] Field assets could not be fulfilled in some situations.
** [Fix] Removing deleted items from the search index.
** [Change] Field assets now include separate properties for the value of the field and its corresponding text.
** [Change] Tables can now be loaded directly from field assets.
 
== Previous Version (Build 250905) ==


*'''Accounting'''
*'''Accounting'''
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**[Change] Suggested expressions now favour prefix matches (Desktop App).
**[Change] Suggested expressions now favour prefix matches (Desktop App).
**[New] Additional functions for use in expressions.
**[New] Additional functions for use in expressions.
== Previous Version (Build 250814) ==
*'''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'''
** [New] Product definitions at the subscription level.
* '''Calendar'''
** [Fix] Issues previewing/navigating to task and calendar items in different businesses (Desktop App).
* '''Workflow'''
** [Fix] Logic errors in some rule actions.
** [Fix] Inconsistent population behaviour in some rule editors (Desktop App).
** [Fix] Status/progress not showing correctly on forms (Desktop App).
** [Change] Form editor now selects first page by default (Desktop App).
** [Change] More layout choices for labels and images on forms.
** [Change] Simplified flow charts for processes.
** [Change] Rules on processes/forms are now included in dependency checks.
** [New] User preferences for the form editor (Desktop App).
** [New] Forms can now be made optional; i.e. the user can cancel the form and resume the process.
** [New] Rules can now populate assets using relationships between existing resources.
** [New] Forms can now declare their preferred width on the screen.
** [New] Read-only controls on forms.
** [New] Optional logging for rules on processes and forms (e.g. for troubleshooting).
*'''Other'''
**[Fix] Logic error when updating custom fields.
**[Change] Auto-number option now works with date columns in table fields.
**[New] Short-hand versions of many of the functions that can be used in expressions.
**[New] REST API caching (Desktop App).
**[New] Help buttons added to various editors and wizards (Desktop App).


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


* [[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]]

Revision as of 16:23, 12 September 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 250912)

This version does not affect the Desktop App.

  • Accounting
    • [Change] General payments subject to GST now warn on validation if the payee is not registered for GST.
  • Contacts
    • [Fix] Incorrect character casing for countries and suburbs imported from the web service.
    • [New] GST registration status as a separate financial entry type.
    • [New] ABR search can now pre-fill GST registration status for contacts.
  • Documents
    • [Change] Renaming a template now also renames its configurations (unless they were already overridden).
    • [Change] Duplicating a template now also duplicates its configurations.
    • [Change] As an alternative to WebDAV, documents can now be checked out to OneDrive instead.
    • [Change] Improved performance when checking document size.
    • [Change] Folder listings in the DMS App now support pagination.
    • [Change] Significant performance improvement when authenticating via MS-OFBA.
  • Workflow
    • [Change] The values of field assets can now be set directly in rules.
  • Other
    • [Fix] Invalid Markdown caused issues with parsing.
    • [Fix] Field assets could not be fulfilled in some situations.
    • [Fix] Removing deleted items from the search index.
    • [Change] Field assets now include separate properties for the value of the field and its corresponding text.
    • [Change] Tables can now be loaded directly from field assets.

Previous Version (Build 250905)

  • Accounting
    • [Change] Client names for trust compliance purposes now include known aliases.
  • Documents
    • [Fix] Failure to read metadata from a document would also cause upload to fail.
    • [Fix] Unused roles/fields were not removed as intended.
    • [Fix] Subsequent changes to a document type with new roles/fields could fail (Desktop App).
    • [Fix] Document destination not correctly passed down to fragments.
    • [Fix] "In reply to" field missing from generate/catalogue document activities (Desktop App).
    • [Fix] Subsequent changes to a template could fail due to related assets (Desktop App).
    • [Change] Additional options when configuring related document assets.
    • [Change] Improved handling of attachments for document formats that do not support them.
    • [Change] Fragments can now include information about related documents.
    • [Change] Additional attachments (added during document creation) now appear when using the "attachments" keyword in expressions.
    • [Change] Placeholder images and sample attachments when testing templates.
    • [Change] Field assets no longer require a parent asset.
    • [Change] New assets no longer added as children of the selected asset by default (Desktop App).
    • [Change] Template categories are now collapsible in document creation (Desktop App).
    • [Change] Assets can now be duplicated in the template editor (Desktop App).
    • [Change] Template configurations can now be pinned to the top of the view.
    • [Change] Multi-select for assets in the template editor (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.

Earlier Versions

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