Release Notes Build 250814

From ContactsLaw Documentation
  • 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).