2023-11-01 Release Notes

News

πŸš€ Are we thrilled that Co-Counsel NYC has a shiny new live site and a shiny new online intake site? Of course we are. And they are. Be thrilled with us.

Changes

πŸ”„ Effective on 2023-11-02 for demo sites, then 2023-11-10 for live sites. πŸ”„

API Mavens should check the always informative API Changelog for news and updates.

πŸ‡ΊπŸ‡³ LS-90719: Sites with multiple languages may be pleased to know that you can now translate all the "system" words and phrases displayed by the Start/Stop Time block.

LS-106876: Formula Field beta testers may be pleased to see that "Today" and "Now (with time)" will support the date functions you've come to know and love with other date and date-like fields.

βœ… LS-107568: You can uncheck "Store response in a note" in your Guided Navigation API Call of magical things. Fine by us. But if the magic doesn't happen we're going to create a case note with the error of sadness.

LS-107569: And (continuing from LS-107568) we're going to show the hapless user a friendly message.

🚫 LS-107580: Selecting "No Assets" should disable the "+" button from adding another row, right? You thought so. We agree.

LS-107404: The Case Note List block gains the ability to add up to 3 additional buttons on the filter bar which kick off the auxiliary process you select in the block configuration.

LS-107604: Sites that have Cause Number as a clickable link will be pleased to see that exporting a report or list view displaying said field to Excel will display a clickable link in Excel.

βž• LS-107584: Document templaters may have noticed the "+" icons on the field mapping page that give you some limited transform options for a marker stopped working. This ticket returns them to working.

πŸ“· LS-107730: Client photos uploaded via a Flowblock element will not be unexpectedly rotated, avoiding neck strain from excessive head tilting.

LS-107749: The Case Note List block gets a new front end filter "Incoming Email".

LS-107750: The Case Copy Settings section of the Admin > Process Settings page gets two new settings: "Show Copy Notes Checkbox when Creating a New Case for Client" and "Show Copy Notes Checkbox for Quick Case Copy".

LS-107800: Formula Field beta testers may start seeing things like "A field within this formula field may no longer be active. Please check the field: foo bar".

LS-107870: You're doing an etransfer and decide to "Transfer some existing documents" instead of all. Should documents on the case that don't have a Title be a checkbox with no document name displayed? We didn't think so either, so we'll display the filename.

LS-107925: You went to a report to add your shiny custom user-based field from your service/phase records. You added the "Foo [User]" subtable, the Person subtable under it, grabbed a "Full Name" field and prepared for joy. You weren't prepared for the sadness of an error. Joy it will be after the fix in this ticket lands.

βž– LS-108133: The "-" buttons to delete income and expense rows in the Financial Information block stopped actually deleting the rows. They would disappear on the screen, but if you returned to the form the row(s) you thought you had deleted were back like bad pennies. Fixed pushed out to all sites 2023-10-30 at 10:01 PM Eastern.


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