Highlights

Recently Released:

Apps

• Transaction Explorer - Clear Filters Button Now Resets Search Box (Patch)
  • The Transaction Explorer’s “Clear filters” button now reliably clears the the filters and textboxes, 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.
• Transaction Explorer - Optional Filter Clearing (Patch)
  • A new configuration allows required dataset filters in the Transaction Explorer app to persist when clearing filters, preventing errors and ensuring the app reloads correctly. This change improves reliability for users by maintaining essential inputs during filter resets.
• Transaction Explorer - Date Selector Fix for North American Users (Patch)
  • Date selectors in the Transaction Explorer app now work correctly for users in US and Canada time zones. This resolves a regional issue where date pickers failed, ensuring all users can select dates and view data as expected, supporting a smooth launch.
• Grid App - Hide Logic Optimisation (Patch) 
  • The Grid app now correctly recognises and applies the hide configuration, ensuring only selected apps are displayed as intended. This improvement simplifies app management and enhances user control, providing a more intuitive experience when configuring which apps are visible.

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.
• searchEntity API Endpoint Optimisation (Minor)
  • The searchEntity API endpoint now retrieves only the requested properties from the database, improving efficiency and performance. Users benefit from faster and more secure data queries.

Documents

• Preview and Download Restored for Linked Documents (Patch)
  • Users can now preview and download linked documents uploaded via the Document Hub without issue. This fix ensures remote documents are not incorrectly watermarked, improving document accessibility and aligning with expected behaviour for both watermarked and non-watermarked files.
•  Validation for Document Meta (Patch)
  • A validation error that prevented saving document meta properties, especially when handling many accepted values, has been fixed. The previous restriction of a 32-character limit was removed for document meta fields, restoring normal functionality for clients. This ensures users can now save large sets of meta data without unnecessary limits or errors.

Document Production

• 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.

Translations

• Improved Error Visibility for Translation Uploads (Patch)
  • The translation upload interface now clearly displays conflicts and errors, making it easier to identify and resolve issues. The upload button activates only when all conflicts are addressed, and deleting records is now more accurate. This streamlines the upload process and reduces user confusion.

Coming Soon (next 2 weeks):

Apps

• Attestation Wizard - Back Button Icon Configuration (Patch)
  • The Attestation Wizard now allows the back button icon to be configured or removed, ensuring the user interface aligns with branding. This change eliminates unwanted icons and provides greater flexibility for customisation.
• Tabs App - Embedding Consistency (Minor)
  • The Tabs app now supports embed IDs for embedding apps, aligning its behaviour with the grid app. This change reduces maintenance risk and ensures a consistent experience for clients using embedded applications.
• Transaction Explorer - Page Filter Correction (Patch)
  • Filtering by meta data on all pages of the Transaction Explorer now displays the correct results. Users no longer need to manually re-select page one to refresh the data, improving the accuracy and reliability of filtered views.
• Transaction Explorer - Subtitle Date Display (Patch)
  • The ‘As At’ date in the Transaction Explorer subtitle now populates correctly, ensuring users always see the relevant date information. This update enhances clarity and trust in the displayed data.
• User Context - Language Selector Displays Correct Value After Redirect (Patch)
  • The User Context application now correctly displays the selected language after a page redirect, rather than reverting to the default. This improvement ensures users see their chosen language, enhancing usability for multilingual clients.

Fund Managers

• Fund Manager Image Validation (Patch)
  • Image uploads for Fund Manager profiles now validate file types and content more strictly, aligning with web standards. Invalid images are blocked, and users receive clear feedback. This ensures only supported image formats are displayed, maintaining data integrity and a consistent experience across all environments.

Studio

• Studio UI Configuration Saving (Patch)
  • Saving and editing configurations in Studio is now more reliable. Issues with saving new configurations, cloning templates, and the save button’s behaviour have been resolved. These changes reduce confusion and ensure configurations are stored correctly, improving the overall experience for users managing app settings.
• Studio UI Element and Entity Type (Patch)
  • Several Studio UI issues have been addressed, including the ability to add elements after cloning configurations, support for additional entity types, and improved display of chart element overrides. These fixes make configuring and managing applications in Studio more intuitive and efficient for users.
• Custom Application Creation Improvements (Patch)
  • Creating custom applications in Studio now provides clear, actionable error messages and ensures successful app creation. This enhancement helps users quickly resolve issues and improves consistency between the user interface and direct API responses, making the process more reliable and user-friendly.

Studio for Office Plugin

• Improved Table Styling (Minor)
  • Components placed within tables in the plugin now retain their intended styling, ensuring a consistent appearance even when content overflows. This enhancement prevents style loss and improves document reliability for users working with complex layouts.
• Reliable Port Management in Concatenate Node (Patch)
  • Adjustments to the Concatenate node ensure that adding or removing ports is accurately reflected in the preview, and port numbering now follows a logical sequence. This fix streamlines template editing and reduces confusion, making node configuration more intuitive for users.
• Consistent Footnote Node Port Numbering (Patch)
  • The Add Footnotes node now generates ports in a consistent order, starting at zero, and updates correctly when ports are added or removed. This change improves template reliability and aligns behaviour with user expectations, supporting smoother document creation and editing.