LegalHold 3.3.0 Release Notes
This topic outlines features and issue resolutions in LegalHold version 3.3.0.
How to Read the Release Notes
The feature enhancements, known issues, and bug fixes on this page are broken down in the following way, respectively:
- A description of the issue or feature
- Internal tracking code
- Salesforce case number, if applicable
- Additional information (for features)
We introduce the following features:
In the People module, we have added Silent Custodian Information to People Record > Received Holds tab.
Tracking code: LH-12553
On active and released holds, now you can export the custodians list from the Recipients section to an Excel file.
Tracking code: LH-12411
Now views of groups, lookup tables, and questions repositories in Legalhold save queries, views preferences, sorting preferences, dropdown selections, and search types each time they are used.
Tracking code: LH-12107
The User's module for system administrators has separate tabs by their function as Legal Users, Custodians, and Disabled Users, along with the All Users tab.
Tracking code: LH-12539, LH-13010
We added a new filter in Active Holds, either in the tile view or list view user's are able to filter by the person's name who sent the hold.
Tracking code: LH-13129
We added links to the card to access the hold notice or the recipients' list instead of clicking on the hold number and then on the section.
Tracking code: LH-13180
We added a filter for the Last sent by in CDR (Custom Designer Report).
Tracking code: LH-13194, LH-13401
We resolved the following issues:
When using the following configuration:
- SAML authentication configured
- Toggle Enable Non-Respondent Custodians Workflow enabled
- Set a user as disabled
- Recipients were added to a hold, including the user set as disabled
The following behavior was encountered when sending the hold:
- An exception was written to the log files.
- Hold administrators saw the hold status as unsent.
- Custodians received the hold notification.
Tracking code: LH-12582
In My Holds > Questionnaires, when a custodian attempted to change the response of the questionnaire, they could not choose a date from the date picker, but only change the date manually.
Tracking code: LH-12191
We fixed an issue in which the Custodian Reminder task would run even when all custodians had responded to the hold.
Tracking code: LH-12739
In Hold > Questionnaire(s), Copy Template Questions caused the LegalHold to crash when a template was not selected.
Tracking code: LH-12597
In Custom Report Designer, the Query type filter didn’t work properly. When designing a report to export to a CSV file, and selecting between People and Custodians in filter Query type, option People would remain even if Custodians was selected.
Tracking code: LH-12865
On Questionnaire, in the following scenario:
- Questionnaire Mandatory toggle was enabled.
- The hold didn’t contain a questionnaire.
We fixed the following behavior:
- Notice Response page didn’t show a Submit button, and instead it showed that the Questionnaire was not filled yet.
- The Questionnaire Response History displayed in the UI.
Tracking code: LH-12947
In the following Reports:
- Custodial Collections by Hold
- Non Custodial Collections by Hold
- Questionnaire Analysis Report By Hold
- Recipients By Hold
When a specific matter type was selected to filter data, the results disregarded filters on matter status and would display all active, released and unsent matters belonging to that matter type.
Tracking code: LH-12639
We fixed some security issues.
Tracking code: LH-12301, LH-12302, LH-13132, LH-13178
When creating a new hold, the Back and Continue buttons are missing at the Recipient(s) step. The buttons appear only when adding a new custodian.
Tracking code: LH-12963
The values set on each hold for the select people custom fields are not displayed on the Custodian Reminder Email
Tracking code: LH-12692
In the Notice Response Status, the pagination doesn’t work properly if a hold contains more than 10 custodians.
Tracking code: LH-12961
The Preview Questionnaire View didn’t show questions that contained single or multi select questions
Tracking code: LH-12962
In the Notice Response page, if the user names a hold using the characters "(" or ")" the user interface crashes, and multiple elements display, turning the view into a mess, and others become un-clickable.
Tracking code: LH-12894
The Custodian Reminder Email Scheduled Task didn’t show the correct labels in the configuration settings in the following scenarios:
- When the task ran the first Monday every 3 months, the label didn’t reflect that configuration.
- When the task ran, the status didn’t display as Running.
- The Run Now option was displayed at the time that the task was running.
Tracking code: LH-12413
We resolved an issue with silent custodians not displaying courtesy copies to the legal staff and variables not resolving in the subject line.
Tracking code: LH-13088
We resolved an issue in the People Import process where an “Unknown Error” message was duplicated for validation on a duplicate person’s email or ID.
Tracking code: LH-13225