2023-12-06 Release Notes

News

Welcome the following organizations as they begin their onboarding journey of discovery:

Changes

🔄 Effective on 2023-12-07 for demo sites, then 2023-12-15 for live sites. 🔄

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

LS-95650: You can have an Activity Preset create a Deadline. Yay. But you aren't offered the opportunity to select a Deadline Type. Boo. Fixed.

🔣 LS-105766: A workflow will no longer run when the trigger field is submitted but not changed. Added trigger type and module columns to the workflow list. Improved trigger field cache management. What's not to like?

⏱️ LS-106595: Viewing the profile page for a large file can take a while. Allegations of "seems like forever" were a bit much, but we agreed it could take too long, so we've greased the wheels.

LS-107863: Have you pined for the ability to display your Guided Navigation dialogues of amazement and intrigue in "read only mode"? Pine no more after observing the new "Set to Read Only" configuration option in the Dialogue Runner block.

🔢 LS-108936: The "days_before" and "days_after" expression operators were not doing what you hoped and dreamed they would. Now they will.

📫 LS-108956: The Address International block was not doing a great job of displaying the city, state/province, and postal code fields on online intakes. The word "wonky" was bandied about. Dewonkification contained in the fix in this ticket.

LS-108975: If you went to the trouble to set a default title in the "Add Document (for InCert)" block, let's actually use it. While we're at it, let's not mark the title field required.

⭐ ⭐ LS-108988: Hidden things aren't always bad. Just 99.7% of the time. One example: You have a case assigned to an office that is now inactive. Your Recommended Documents list is empty because the Office filter silently fails on the inactive value. Well that list will now display something like "Office Location = 42" so you can immediately see something is amiss with the office on the case. More generally: When describing an idlist-based filter, include a label and ID value even if the element's value isn't active.

LS-109016: Did you notice the Clinic Opportunities API calls throwing CORS errors on your demo site? Too late now. Fixed on 2023-12-01.

LS-109024: The Referral History list view on Organization records stopped showing results. Some of you like being able to see how many referrals your minions have recorded to each organization, so we fixed this.

LS-109028: In Search > People results, do you find the "Client Profile" links that appear for non-client results like family members a bit confusing? If so, head on over to Admin > Site Settings and set the new "Search Results - Show Client Profile Link For Non-Clients" to No.

👨🏼‍🚒 LS-109253: Scheduled Reports that send a PDF part stopped going out. Fix pushed out on 2023-12-01 at 9:01 PM Eastern.

Anniversary Celebration

Who: ELA

What They Do: Protect the legal rights of underserved older people through legal services, community partnerships and education, and Medicare and health insurance counseling and advocacy.

Live with LegalServer: December 2013

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Honolulu comparison: 81/71 (27/22C). Mostly sunny.