MAINTENANCE FOR INTAKE-CONFLICTS-TERMS-FLOW 2020.2.110 EU SANDBOX
Scheduled Maintenance Report for Intapp, Inc.
Completed
The scheduled maintenance has been completed.
Posted May 21, 2020 - 14:53 PDT
In progress
Scheduled maintenance is currently in progress. We will provide updates as necessary.
Posted May 21, 2020 - 11:00 PDT
Scheduled
SERVICE IMPACT
This maintenance will incur downtime; some or all users will be unable to use the service for up to 30 minutes.
Do not execute bulk data upload during the maintenance. Downtime can occur anytime after the maintenance start is announced via the status site.

2020.2.110 RELEASE CONTENT

CONFLICTS NEW FEATURES/IMPROVEMENTS
- Various usability improvements for enhanced display of search results in Assisted Conflicts.
- Performance improvements have been made for loading conflict search results.

INTAKE/FLOW NEW FEATURES/IMPROVEMENTS
- No updates to Intake functionality.

TERMS NEW FEATURES/IMPROVEMENTS
- No updates to Terms functionality.

COMMON/API/DATA SETS NEW FEATURES/IMPROVEMENTS
- Syncing between CDS and Intapp OnePlace has been improved.
- The number of client and matter fields that can be retrieved for filtering and sorting options for generic datasets has been expanded. Users can add fields such as Total WIP, Total AR, Last Bill Date, Last WIP Date, Last Due Diligence Date, and Last AML Check Date.
- Key Term and Atypical Term have been added as operational filters in Data Sets as an available field to retrieve for the purpose of being displayed in the Form Designer as a static field or as a Form answer.

CONFLICTS DEFECT FIXES
- In rare cases when synonyms were modified or new synonyms were added, and the system was closed, the indexing process could fail.
- In some cases when users filtered large amounts of search results, the filter panel greyed out forcing the user to log out and bank in to continue clearing search results.
- HTML tags were displayed as plain text in search results fields in Assisted Conflicts. To prevent this issue, HTML tags were removed from rows and hovers for all fields.
- Watchlist notes were not displayed in the primary Watchlist hit column and were not visible when a user hovered over the cell in Assisted Conflicts.
- In Assisted Conflicts when the resolution filter is on, the tabs display an incorrect count when hits were moved to Issues or No Issues.

INTAKE/FLOW DEFECT FIXES
- The API did not show all converted requests when converted from an original request several times. In order to see the correct list of converted requests a new field called convertedToRequests was added to the API.
- After upgrading to the latest version of Intapp OnePlace, users with a dashboard default view received an error message after logging into the application.
- Requests could not be created due to workflow definitions and diagrams on the Workflow Designer page not loading after upgrading to the latest version of Intapp OnePlace.
- Requests that included date questions with an integration had an invalid date integration error if the user time was set as UK local.

TERMS DEFECT FIXES
- An error was thrown when users looked up an object (i.e client, matter, or group) using the filters and then navigated to another page before closing the filter.
- Users without View Terms capabilities were able to see partial views of the Terms pages if they knew the exact URL to access a certain page.
- The save and cancel buttons were misaligned in the Add a Note lightbox.
- Term data import began erroneously after dragging and dropping a file to the system administration page.
- View Confidential Notes and Grant Report Permissions capability were missing from stand alone installations of Terms.
- When a Terms Review report was opened by the reviewer, the Date value was missing in the Terms Review lightbox for Term templates that included a Date/Time question.
- When a Terms Review report was opened by the reviewer, the User value was missing in the Terms Review lightbox for Term templates that included a User Type question.
- An exception error was thrown when a user tried to open the document viewer or the document lightbox when 'categorize terms' button was selected in the Terms tab on the entity profile.
- A browser console error message displayed when documents were uploaded and assigned to a placeholder.

COMMON/API/DATA SETS DEFECT FIXES
- The URI (Optional) configuration has been removed from the External Providers section in system configuration in order to prevent overriding the provider's endpoint.
- Default values set for operational parameters in datasets that use Virtual Tables as a source, did not display the predefined filter values after upgrading to the latest version of Intake/Flow.
Posted May 15, 2020 - 06:54 PDT
This scheduled maintenance affected: EU: Non-Production (Risk/Flow EU - Sandbox).