Highlights

Recently Released:

Apps

• General Bug Fixes (Patch)
  • Recent patches have improved data accuracy and user experience across multiple components, including entity matching in the Document Explorer, hierarchical table grouping, historical dataset filtering, and registration validation. Additional enhancements include better axis alignment in bar charts, reset functionality in date pickers, reliable filter clearing in the Transaction Explorer, and layout corrections in tab grids—resulting in smoother workflows and more intuitive interfaces.

Data

• Extended Options Button Visibility in Datasets (Patch)
  • The "Extended Field Options" button in transactions datasets is now visible. This change allows users to access important translation toggles and filters, enhancing data manipulation capabilities.

Document Production

• Distribution Document File-naming (Minor)
  • We’ve introduced a comprehensive upgrade to the document file-naming system, making it more flexible, intuitive, and compliant with formatting standards. Users can now configure filenames with support for special characters, blank spaces, and custom date formats, all managed through a streamlined interface that allows easy editing of filename segments. A real-time preview feature ensures accuracy before saving, while a dedicated modal enables validation of custom date formats. Behind the scenes, the filename logic has been refactored for better performance and future scalability, and a centralised global settings panel simplifies the setup of naming rules—delivering a smoother, more user-friendly experience.

DXM

• DXM Sharing Template Validation (Patch)
  • An issue affecting sharing on certain templates was resolved. A utility was created to identify and correct incorrect sharing states. This ensures sharing now works reliably across the platform.

Snowflake

• Snowflake PrivateLink Alias Selection for Users (Minor)
  • Users can now securely select Snowflake PrivateLink connections using user-friendly aliases, ensuring sensitive connection details remain hidden. This enhancement streamlines secure data access and improves operational flexibility for dataset configuration.
• Enhanced PrivateLink Management for Super Users (Minor)
  • Super users are now empowered to configure, update, and delete Snowflake PrivateLink connections with client-specific aliases. This ensures only authorised users manage sensitive connections, while general users interact solely with aliases, improving security and operational control.
• Workflow Distribution Update to S3 Distribution (Minor)
  • Workflow administrators can now distribute generated documents to Amazon S3, specifying AWS account, bucket, and IAM credentials. This enables secure, flexible access by allowing specification of AWS account, bucket, and role, supporting efficient and compliant document storage, providing administrators with greater control over document distribution.

Coming Soon (next 2 weeks):

Apps

• Transaction Explorer - Clear Filters Button Now Resets Search Box (Patch)
  • The Transaction Explorer’s “Clear filters” button now reliably clears the “Search by label” text box, ensuring that all filters are removed as expected. This improvement makes it easier for users to reset their search and view the full list of transactions without confusion.

Data

• Contacts Module (Patch)
  • The Contacts module now enforces required email addresses, improves manifest uploads, and ensures clear/remove buttons work reliably. Group selection is easier with a case-insensitive, type-ahead input. The Add Group form includes inline validation, blocks circular relationships, and provides clearer error messages, including email length checks.

Document Production

• Investigation and Logging for Empty ZIP Files (Patch)
  • An investigation addressed the issue of empty ZIP files sent to users. Enhanced logging was implemented to support future troubleshooting, ensuring better transparency and faster resolution for clients experiencing similar issues.

Studio for Office Plugin

• Studio for Office Plugin to PDF Conversion (Minor)
  • A new framework has been introduced to enable server-side conversion of Office files to PDF. This enhancement streamlines document processing, offering users a more efficient and automated way to generate PDFs from Office files.