Release – 2.7.0.0

Release notes | 16.02.26

➕ NEW FEATURES

• Multi-approval flow for Workspaces
  A new multi-approval workflow has been introduced, allowing you to set up a chain of approval for specific types of documents or processes.
• Local administrators
  Basic functionality for local administrators has been added. This group of users can manage process settings and layout in designated processes. For example, you can have one group of administrators for your Production processes and another for your Finance processes.
  System administrators can manage prefixes for AD groups used for local administrators.
• Create a management system from a template
  Administrators can now create new instances of a management system from templates. The system provides basic templates, but you can also use an existing instance as a template. The function allows you to create a draft of the process structure first. You can then edit the processes before actually creating the structure.
• Dashboard and release notes in Tahoe Administration
  Tahoe Administration now includes dashboards that administrators can use to get an overview of system health. For example, you can easily see the number of invalid documents or documents waiting for approval in the system. You can also manage the parameters that govern what a healthy management system is.
• Activity log and Change requests in workspaces
  Events in the workspace are now logged to an activity log. Approved Change requests for a document are now also visible directly in the workspace.
• Insert logged items into the version comment
  Authors and approvers can now select content from the Draft comments, Change Requests, Review comments and Activity logs into the version comment box.
• Backend search for Highlighted Documents
  A new backend search feature has been added to highlighted documents. This feature can be switched on by administrators for each Highlighted document web part. The feature greatly improves performance when the web part is used to show large numbers of documents (more than 1000).
• Search functionality for Workspaces
  Users can now search through the list of workspaces, including the name of the document, who created the workspace and when.

⬆ IMPROVEMENTS

• Visibility of Change Request recipients
  Users can now see who they are sending change requests to.
• Create Workspaces from Change Requests
  Added functionality to create workspaces directly from change requests.
• Improved document handling in Drawing Tool
  Document opening in the drawing tool now respects system settings.
• Visitors field for processes with unique visitor permissions
  A visitors field has been added to the process settings panel if unique visitors are enabled.
• Disable authors approving documents
  Added a setting to disable or enable authors from approving their own documents.
• Document type and template management panels
  Added dedicated management panels for document types and document templates.
• Document type sorting and order change
  Administrators can change the order document types when documents are created.
• Two-level grouping for Controlled documents and Highlighted documents
  You can now group documents on two levels in Controlled documents and Highlighted documents.
• Filtering with grouped content in Highlighted Documents
  Added filtering options with groups in highlighted documents.
• Update Highlighted Document counter
  The counter in highlighted documents will now update during filtering.
• Archive parent processes
  Parent processes can now be archived in the administration interface.
• Archived process content searchability
  We have ensured that content in archived processes is not searchable. Also, users are removed from the visitors group of the process. The visitor group will be populated if a process is restored.
• Remove authors from Workspaces
  Approvers and administrators can now remove an author from the workspace.
• Remove documents from Workspaces
  Authors can now remove documents in workspaces if there is more than one.
• View creator of Workspace in the Workspaces list
  You can now see, and search for, the who created the workspace.
• Control of Approval Workspace button
  Administrators can control if the Approval button should be displayed on draft workspaces.
• Mark as done support for Reviewers in Workspaces
  Added support for marking as done for reviewers in drafts. If reviewing in the Draft phase, separate checkboxes for mark as done will be available for authors and reviewers.
• Mandatory fields in process settings
  Administrators can now set fields as mandatory in process settings to improve data integrity.
• Adjust document New status duration
  Administrators can now customize how long a document is marked as “New”.
• Document type filtering
  Users can filter/search document types when creating a new document.
• New shapes added to the Drawing Tool
  New process and callout shapes have been added to the default shape library.
• Copy Link available from context menu in Highlighted Documents
  Added functionality to copy links from Highlighted documents.

⚒ FIXED

• Issue where the document ID could be cleared incorrectly if document is uploaded to a workspace.
• Resolved an issue with PnP templates that caused errors during instance creation.
• Users will no longer see the editing toolbar when opening documents online.
• Resolved issue where all filled information would disappear if a user canceled a receipt.
• The dialog in the drawing tool now correctly detects screen boundaries, preventing it from going off-screen.
• Resolved an issue where the headers for inspectors and process chart editors were mixed up in report generation.
• The published chart type controlled document now correctly displays its own content instead of the process chart.
• The correct icon is now shown for Visio files in Controlled documents.
• Resolved an issue where authors could no longer change properties from the Controlled document web part when workspaces are displayed.
• Fixed an issue where unarchived processes could be moved to archived processes without appearing in the overview.
• Resolved a bug related to sending change requests with email dispatch.
• Fixed the missing “Is a record” column in the instance template.
• Resolved an issue where the version number format was incorrect after an update.
• Fixed issues with grouping in the highlighted document web part.
• A loading state has been introduced for the people picker, preventing form submissions until all users are fully loaded, enhancing reliability.
• The logic for fetching receipt documents has been enhanced, reducing broken links and ensuring users see the latest data.
• Fixed the behavior of document links to open in the same tab or a new tab as intended.
• Resolved issues with vertical clipping and link handling in rich text popups in the Drawing tool.
• Fixed an issue where auto-generated charts were incorrectly displayed in previews and workspaces.
• Fix an issue where the taxonomy ID was shown instead of the taxonomy name when grouping documents.
• Resolved issues with mailTo links in Visio documents.
• Fixed issues with showing number and taxonomy fields with search results in Highlighted documents webpart.
• Resolved issues with controlled documents not loading when navigating between instances.
• Fixed an issue where document workspaces were not checking if there were existing workspaces.
• Normalized create and modified date formats for workspace settings.
• Fixed a bug where the document ID was being cleared incorrectly during uploads.
• Pagination issues have been addressed, ensuring users can navigate through lists without problems.
• Fixed an issue where text was being cut off in the task shape of the Drawing tool.
• Added missing buttons in the drawing tool, improving functionality.
• Resolved an error that was causing report generation to fail.
• Fixed an issue where controlled documents could not read properties of undefined.

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