6.3.5 Known Issues
This is a living document that will report Known Issues at the time of a release and add new issues as they are reported. This document will also share the patch plan for reported issues.
How to Use this Document
This document does not reflect all client cases submitted through Support and recorded in Salesforce. This lists reflects the cases that have been escalated to Engineering for further action. Client cases that have been escalated to Engineering will be in one of four categories:
SOH - Support Office Hours - tickets that are escalated where Support needs assistance from an Engineer to find a solution. Some SOH cases are moved into the queue for a bug fix. Some are closed through other means like a workaround, configuration change, etc.
QAQ - these are tickets escalated from Salesforce or SOH that likely need a bug fix. In this stage, Engineering is vetting the ticket information and verifying a bug fix is the right solution.
SUPPORTPRI - QAQ tickets get escalated to the SUPPORTPRI bucket when we’ve determined that a fix is required to solve the problem, the ticket information is good and we can reproduce the issue.
TC - Regression bugs logged by internal teams for a fix. These are typically low priority otherwise they would have been fixed before the release went out.
NOTE: If you, the Client, do not see one of your cases here that you believe needs to be escalated to Engineering, please reach out to your Support representative.
Issues Reported against TCE 6.3.5
(if reported on a 6.3.5 patch, it will be listed under the tracking code)
| Tracking Code | Reporter | Issue | Patch/Update | Release Date | Status |
| SUPPORTPRI-65678 | Client | Slow performance of custom search when using interactive grids with multiple dropdown fields that have numerous values | TCE 6.3.5 Patch 21 TCE 6.3.6 Patch 5 |
12/29/22 10/31/22 |
Released Released |
| TC-43462 | Client | Slow performance of invoice details line item grids when using interactive grids on large invoices | TCE 7.0 Patch Bundle 1 | 12/05/22 | Released |
| SUPPORTPRI-63821
|
Client | Global Search highlighting shows Social Security number | TCE 6.3.5 Patch 8 TCE 6.3.7 TCE 7.0 |
5/19/22 8/9/22 9/29/22 |
Released |
| Description: We have discovered an issue with this new feature where any system field where a search hits will be displayed and highlighted in the search results. This may include protected fields like social security number (SSN). Because SSN is highly sensitive, it has been removed from highlighted results in TCE 6.3.5 Patch 8. Please consider an upgrade if you are concerned about this exposure. | |||||
| TC-41439 | Internal | Missing 'Edit' column in the Custom Search result display. | TCE 6.3.6 | 4/29/22 | Released |
| Description: For Custom Search, the edit column will not be included in the search results on TeamConnect user interface (for display tables). This behavior doesn't change with respect to the admin configuration for the CustomSearch search view for the 'Edit' column. | |||||
| SUPPORTPRI-65664 | Client | Conditional List fields do not have a type ahead | Closed - Client unresponsive. Raised internally. | ||
| SUPPORTPRI-65517 | Client | TeamConnect > Cache Corruption > Matter Assignees disappearing, then when they reappear, no Primary Assignee is selected | TCE 6.3.3 Patch 23 TCE 6.3.5 Patch 18 TCE 6.3.6 Patch 8 |
10/13/22 10/21/22 01/30/23 |
Released Released Released |
| SUPPORTPRI-65499 | Client | Assignee in Global Search results is incorrect when the search includes a middle character with a period, such as a person's initial | TCE 6.3.5 Patch 21 | 10/29/22 |
Released |
| SUPPORTPRI-65346 | Client | Rule BaseConditionExceptionEvaluator fails to properly compare values if left argument hsa more than 1 record | Fixed with SUPPORTPRI-63293 TCE 6.3.4 Patch 3 TCE 6.3.5 Patch 17 TCE 6.3.6 |
3/22/22 |
Released |
| SUPPORTPRI-65332 | Client | Remove Object Definition from TC UI - prototype left in code | TCE 7.0 | 9/29/22 | Released |
| SUPPORTPRI-65296 | Client | Contact update rules are executed when user or contact-centric project is deleted | Closed - Client unresponsive. Raised internally. | ||
| SUPPORTPRI-65280 | Client | Validation rule does not work with groupMembership.group.UniqueKey 'is/not beings with 'qualifier' | TCE 6.3.5 Patch 19 | 9/24/22 | Released |
| SUPPORTPRI-65215 | Client | Instance was too slow while approving invoices and loading reports | TCE 6.3.5 Patch 15 | 10/19/22 | Released |
| SUPPORTPRI-65180 | Client | Invoices tied to AFA matters cannot be approved by users who do not have 'View Admin Settings records' rights | CSM 6.3.1 Patch 2 | 9/22/22 | Released |
| SUPPORTPRI-65172 | Client | Exact tag match applied to search results when search result isn't exact match | TCE 6.3.5 Patch 21 | 12/29/22 | Released |
| SUPPORTPRI-64592 | Client | Page scrolls to top after searching and selecting through search box | Not scheduled | ||
| SUPPORTPRI-64516 6.3.5 Patch 6 |
Client | "Record out of sync" appears when creating and modifying an appointment through Outlook | TCE 6.3.5 Patch 11 TCE 6.3.7 TC 7.0 |
6/24/22 8/9/22 9/29/22 |
Released |
| Workaround: Create the task or record in TeamConnect first. | |||||
| SUPPORTPRI-64475 | Client | CSM sync fails when Contact Centric Objects are added on custom objects and are added to E-billing roles | CSM 6.2.6 Patch 2 CSM 7.0 |
7/25/22 9/29/22 |
Released |
| SUPPORTPRI-64314 6.3.5 Patch 3 |
Client | Excel doc format is not in proper alignment while exporting the custom search results. | TCE 7.1 TCE 6.3.6 Patch 8 TCE 6.3.7 PB2 TCE 7.0 PB5 |
11/10/23 01/30/23 02/24/23 10/26/23 |
Resolved - Duplicate of SUPPORTPRI-65990 |
| SUPPORTPRI-64305 | Client | After uploading a document to a matter "&" is added to file name. | TCE 6.3.5 Patch 21 | 12/29/22 | Released |
| SUPPORTPRI-64268 | Client | Search take a long time when the interactive grid is enabled. | Fixed with SUPPORTPRI-65678 TCE 6.3.6 Patch 5 TCE 6.3.5 Patch 21 |
12/29/22 |
Released |
| Workaround: Use classic grid. | |||||
| SUPPORTPRI-64152 | Client | Trying to save a search view on Finance or Invoice tab with condition "has no value", it is changing it to "is" automatically | TCE 6.3.5 Patch 10 TCE 6.3.6 Patch 1+ TCE 6.3.7 TCE 7.0 |
6/28/22 6/24/22 8/9/22 9/29/22 |
Released |
| SUPPORTPRI-63813 | Internal | Prevents leaking web service calls from the Outlook plugin | TCE 6.3.5 Patch 6 TCE 6.3.7 TCE 7.0 |
5/20/22 8/9/22 9/29/22 |
Released |
| Description: Implements a TeamConnect side version check for Appointments and Tasks that compliments to version check in the Outlook plug-in. This prevents Appointments and Tasks from getting updated when TeamConnect and Outlook are out of sync. Workaround: Office 3.3.0 Patch 3 addresses the issue on the plugin side that's pretty sound but does not have the backend check as a backup catches anything that may slip through. |
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| SUPPORTPRI-63701 | Internal | Create, read, update, search and delete operations for Non-US tax features on 4.x API | TCE 6.3.7 TCE 7.0 |
8/9/22 9/20/22 |
Released |
| Description: Making changes to Non-US tax currently require using 3x API which adds to cost of implementation. Any implementation where client has to deal with Non-US taxes, implementing them via. 4x API will be helpful. | |||||
| SUPPORTPRI-63700 | Internal | No way in 4.x API to bypass the rule exception for a particular transaction | TCE 6.3.7 TCE 7.0 |
8/9/22 9/29/22 |
Released |
| Description: In 3.x API, we have UnitOfWork uow = FNClientSessionManager.acquireUnitOfWork();uow.setProperty(UnitOfWorkProperty.DO_NOT_RUN_RULES_ON_UOW, "true"); method to bypass rule execution for a transaction. In 4.x API - this method is missing. | |||||
| SUPPORTPRI-63699 | Internal | No API Class in 4.x API for CustomBlocks to call a method in Java without refreshing the page | TCE 6.3.7 TCE 7.0 |
8/9/22 9/29/22 |
Released |
| Description: For dependent drop-downs, currently page reloads everytime we change the value in drop-down. This will enable dependent drop-down to work without the need for reloading the page. | |||||
| SUPPORTPRI-63698 | Internal | No Method to get Phase name for a custom object record in 4.x API | TCE 6.3.7 TCE 7.0 |
8/9/22 9/29/22 |
Released |
| Description: In 3.x API, we have TNProject.getCurrentPhaseType().getName() method - this is missing in 4.x API. | |||||
| SUPPORTPRI-63697 | Internal | No API for Approvals/Workflows in 4.x API | Enhancement Removed | ||
| Description: In 3.x API - we have RNApproval, GNAppvStore, which are missing in 4.x APIs. These can be helpful to automate the approvals based on pre-defined business logic. | |||||
| SUPPORTPRI-63695 | Internal | Method to remove user from a group in 4.x API | TCE 6.3.7 TCE 7.0 |
8/9/22 9/29/22 |
Released |
| Description: In 3.x API method com.mitratech.teamconnect.entity.YNGroup.removeUser(YNUser arg0) is used to remove user from a group. This is missing in 4.x API. | |||||
| QAQ-8147 | Client | Auto-populate feature | SUPPORTPRI-63525 fixed in: TCE 6.2.8 Patch 4 TCE 6.3.3 Patch 13 TCE 6.3.5 Patch 10 TCE 6.3.7 |
6/9/22 5/6/22 6/28/22 8/9/22 |
Released |
| Details: This ticket is a duplicate of SUPPORTPRI-63525 which was fixed in several versions - listed above. The QAQ was closed as Incomplete. The full title is "Auto populate feature missing for custom search object module" | |||||
| QAQ-8155 | Client | Embedded object data field issue. The selected date is showing a day after we click on add for Time Zone Independent field. | SUPPORTPRI-55250 TE 6.3.3 Patch 12 TCE 6.2.7 TCE 6.3.4 |
3/8/22 10/18/21 12/7/21 |
Released Released Released |
| Details: This is a duplicate of SUPPORTPRI-55250 which was support on TCE 6.1.2 and will be fixed in the releases noted above. | |||||
| QAQ-8179 / SUPPORTPRI-65031 | Client | Security rule does not evaluate correctly: rule includes an "assignee list" with a "not equal to" operator that is compared to the current username | TCE 6.3.5 Patch 19 | 9/24/22 | Released |
| QAQ-8190 | Client | Invoices tied to AFA matters cannot be approved by users who do not have "View Admin Settings record" rights | Fixed with SUPPORTPRI-65180 CSM 6.3.1 Patch 2 CSM 6.3.5 Patch 5 |
9/22/22 |
Released |
| QAQ-8194 | Client | Encountering system error after using a design export from TC with SSO setup | TCE 6.3.5 Patch 27 | 07/28/23 | Released |
| QAQ-8269 | Client | Exact tag match applied to search results when search result isn't exact match | Fixed with SUPPORTPRI-65172 TCE 6.3.5 Patch 21 |
12/29/22 |
Released |
| QAQ-8330 | Client | Validation rule does not work when using the operator "Not - Begins with" | Fixed with SUPPORTPRI-65280 TCE 6.3.5 Patch 19 |
11/24/22 |
Released |
| QAQ-8334 SUPPORTPRI-65296 | Client | Contact update rules are executed when user or contact-centric project is deleted | Closed - Client unresponsive. Raised internally. | ||
| QAQ-8416 | Client | Instance was too slow while approving invoices and loading reports | Fixed with SUPPORTPRI-65215 TCE 6.3.5 Patch 15 |
10/19/22 | Released |
| QAQ-8562 SUPPORTPRI-65664 | Client | Conditional List Fields do not have Type Ahead | Closed - Client unresponsive. Raised internally. | ||
| QAQ-8525 | Client | Assignee in Global Search results is incorrect when the search includes a middle character with a period, such as a person's initial | Fixed with SUPPORTPRI-65499 TCE 6.3.5 Patch 21 |
12/29/22 | Released |
| SUPPORTPRI-65758 | Client | 'Reason for Adjustment' list when reverting adjustments does not have type ahead | Closed - Client unresponsive. Raised internally. | ||
| SOH-3819 now QAQ-8338 | Client | Left navigation icons not picking colors applied in color profile | Considered by feature team in color profile project. Closed - Won't fix. |
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| SOH-3856 | Client | TeamConnect > Cache Corruption > Matter Assignees disappearing, then when they reappear, no Primary Assignee is selected | Fixed with SUPPORTPRI-65517 TCE 6.3.3 Patch 23 TCE 6.3.5 Patch 18 TCE 6.3.6 Patch 8 |
10/13/22 |
Released |
| SOH-3867 | Client | Invoice interactive grids stuck on loading after upgrading to 6.3.5 | Closed - Workaround | ||
| Workaround: Client removed Timekeeper field from 'All Line Item' search view and now the interactive grid is loading. | |||||
| SOH-3888 | Client | Rule is firing when nothing is changed on the record | Closed- Client Unresponsive | ||
| SOH-3896 | Client | SAML SSO - Hosted client unable to authenticate, throws 'bad credentials' error | Closed - Configuration Change | ||
| Solution: Updated the SAML settings in Okta. The SSO URL was pointing to the wrong URL. | |||||
| SOH-3952 | Client | Global Search error for normal user | Fixed with SUPPORTPRI-66960/QAQ-8927 TCE 6.3.3 Patch 27 |
04/14/22 |
Released |
| Description: An error ( A system error has occurred )is generated when using one of the limited privilege accounts with limited permissions, attempts to use the global search bar. | |||||
| SUPPORTPRI-65031 | Client | Security rules when evaluating against an assignee list do no evaluate correctly | TCE 6.3.5 Patch 19 | 11/24/22 | Released |
| SOH-4132 | Client | User unable to create Audit Rule due to History Description Item Type | Pending Engineering Review - Low priority | ||
| SOH-4122 | Client | Users unable to check out documents using document search | Closed- Workaround | ||
| Workaround: Provided workaround of adding the File Size column in the search views. | |||||
| SOH-4118 | Client | WRM/iManage tab under a matter takes too long to load | Closed- Client cancelled | ||
| SOH-4094 | Client | While using the budget creation tool the client is unable to fetch relevant information | Closed- Workaroud | ||
| SOH-4092 | Client | Documents are not retrieved from CSC-SOP | Fixed with SUPPORTPRI-65800 SOP Manager 5.1.1 Patch 10 |
1/13/23 |
Released |
| SOH-4085 | Client | Loading an interactive grid takes a long time which is leading to session timeout | Resolved with a configuration fix | ||
| SOH-4081 | Client | Cost Center mapping is not visible in UI and data is not populated in database | Closed- Client cancelled | ||
| SOH-4077 | Client | When client attempts to edit the order of Search Views using the Manage List option, some of the changes are not updated as expected. | TCE 6.3.5 Patch 24 TCE 6.3.7 PB4 |
05/24/23 06/27/23 |
Duplicate of QAQ-8899/SUPPORTPRI-67095 - Released |
| SOH-4069 | Client | Interactive Line Items > Adjustments do not save intermittently | Fixed with SUPPORTPRI-66199 TCE 6.3.5 Patch 21 |
12/29/22 |
Released |
| SOH-4061 | Client | Legal Hold portal link directs to Legal Hold splash page | Closed- Client resolved | ||
| SOH-4055 | Client | Unable to approve budget requests. Error shows "Cannot allocate a negative or zero amount. Pleaes enter a non-zero amount." Error happens inconsistently. | Closed- Cannot reproduce | ||
| SOH-4049 | Client | Wrong user recorded in 'Changed by" field in Export Design Changes tool | Resolved - Workaround | ||
| Workaround: Create a custom rule that would prevent somebody from changing the integration user’s permissions in the application. | |||||
| SOH-4045 | Client | Unable to connect to DW in TC 6.3.5 | Resolved - this was due to a field being marked for reporting called "Class". | ||
| SOH-4036 | Client | Error (fiscal year must be continuous) while created Fiscal Year for 2023 | Resolved through QAQ-8835. | ||
| SOH-4032 / SUPPORTPRI-65549 | Client | Appointment Edit issue with matter registered in Deadlines | TCE 6.3.5 Patch 21 | 12/29/22 | Released |
| SOH-4009 | Client | Client is unable to login to TeamConnect from Outlook plugin | Closed - Add license and URL to General tab of admin settings | ||
| SOH-4003 | Client | Workflow route condition is satisfied but the destination stop is still skipped | Closed- Workaroud | ||
| Workaround: Updated the conditions on top of the sequence in the Invoice Approval Workflow route as a workaround. | |||||
| SOH-3947 | Client | Issue with interactions on date fields - when a block has interactions on date fields, the interactions are not according for null value when the record is created. |
|
Ticket moved to a new workflow with a new number to investigate further- Cannot reproduce | |
| SOH-3993 | Client | Import design changes pre-check validation not working | Closed- Configuration fix | ||
Known Issues marked as Won't Fix
These issue were deemed low user path/low priority. If you see an issue in this list that affects your team, please contact TeamConnect Support.
| Tracking Code | Reporter | Issue | Patch/Update | Release Date | Status | |
| TC-38909 | Internal | Auto resize of column when user enters the date/value to perform the column filter | Won't Fix | |||
| Description: 1. When the date filter is applied, the column resizes automatically, so when the filter is cleared out, the date filter points to the nearby Column. 2. When I search a string, the column resizes. This is again similar to the behavior of the date filter. |
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| TC-39084 | Internal | Column headers overflows while performing drag and drop of column | Won't Fix | |||
| TC-39952 | Internal | After performing column filter/table search, open any one of the filtered results and then clicking on Next/Previous button navigates the user to all the records instead of filtered data. | Won't Fix | |||
| TC-39979 | User is able to drag and drop the columns by clicking on Aggregation cell (present in footer row) in search results | Won't Fix | ||||
| TC-39901 | Internal | Navigating to any other tab/page and then back to the search displays the modify search screen instead of search results | Won't Fix | |||
| TC-40394 | Internal |
1. Clicking on the Clear All Filters button removes all the filters along with single and multi-sort applied on the table but multi-sort configuration in the Sort Columns window still displays. |
Won't Fix | |||
| TC-40370 | Internal | Single sort is not working as expected after doing multisort. | Won't Fix | |||
| Description: When single sort is performed on the column after multi-sort, the data in the column is sorting only in ascending order. | ||||||
| TC-40781 | Internal | Support for Hindi for filtering on numeric & date column | Won't Fix | |||
| Description: 'No data found' error message is displayed if the user searches for Hindi numberal data in the column filter that is available in the interactive grids. This behavior is observed only for numberic and date fields. | ||||||
| TC-40790 | Internal | Exported PDF doesn't show the text in aggregation same as the table | Won't Fix | |||
| Description: Unsupported locale text in the export PDF is not the same as shown in the table for few locales like Chinese (Taiwan)/Hindi. | ||||||
| TC-40858 | Internal | Drag column is getting sorted while performing a drag-drop in Firefox browser | Won't Fix | |||
| Workaround: Perform the sorting again. | ||||||
| TC-40949 | Internal | When there are no records in the table after applying filters on select type, rearranging the columns doesn't retain selected filter (dropdown) | Won't Fix | |||
| Workaround: Click Clear All Filters button | ||||||
| TC-42043 | Internal | Sort and Multi-sort not working for a specific locale i.e. South Korea | Won't Fix | |||
| TC-40887 | Internal | Column sorting highlight is not displaying when you hide a Sorted Column > do a drag and Drop > show the Sorted column | Won't Fix | |||
| Workaround: Click Reset Columns button and then perform the sorting. | ||||||
| TC-40919 | Internal | Performing filters via calendar field for different locale | Won't Fix | |||
| Description: When we filter with any date (On, From-To) and click on any key, the selection gets updated to present date. However, the filter records are not getting updated based on the present date. | ||||||
| TC-40934 | Internal | Number/Currency Sorting on Budget Page Section is as per String Sorting | Won't Fix/Essentials Only issue | |||
| Description: Columns like Balance, Total Used, Total Allocated, Total Accruals are to be sorted as per Number Sort. | ||||||
| QAQ-8029 | Client | Scheduled action failing on org.apache.poi.xssf.usermodel.XSSFCell.setCellType(I)Vmethod | Not a Bug | |||
| QAQ-8143 | Client | User Audit Rule capturing excessive changes to "UUserLongSetting" | Solved with Configuration Change | |||
| Solution: Add qualifier condition as follows: Left Argument: Current Object .longSettingList Operator: Not item Added Left Argument: Currect Object .longSettingList Operator: Not item Deleted Left Argument: Current Object .longSettingList Operator: Not item Modified |
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| QAQ-8151 | Internal | Validation rules when evaluating against an assignee list do not evaluate correctly. | Not a Defect | |||
| Resolution: Rule is on "And" condition in qualifier so all qualifiers must be satisfied for the rule to trigger. | ||||||
| QAQ-8214 | Client | While performing Mass Edit, users are shown an internal server error page. | Won't Fix / Moved to SOH | |||
| Workaround: Users can ignore the error screen and wait until the mass edit is done. This ticket was closed and moved to SOH - Support Office Hours. The SOH ticket was reported against TCE 6.3.6. Engineering is helping client optimize their rule. Update will be available in 6.3.6 Known Issues. |
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| QAQ-8290 | Client | Issue with color profile after upgrade | Duplicate | |||
| Details: This issue was closed as a duplicate of QAQ-8294. QAQ-8294 was reported against TCE 6.3.6. That ticket is being evaluated by Engineering and will be listed in TCE 6.3.6 Known Issues. | ||||||
| QAQ-8351 | Client | User has the ability to see documents attached to records that they do not have access to. | Functioning as Designed | |||
| QAQ-8403 | Client | Validation rule does not work when using the operator "Not - Equal to" with left argument group membership list's group unique key | Duplicate of QAQ-8330 listed above | |||
| SOH-3876 | Client | Client cannot authenticate via custom SSO | Closed - no response from Client | |||
| SOH-3901 | Client | Unable to approve the workflow in TAP due to invalid error in primary key | Won't Do | |||
| This ticket was moved to TAP support. Issue on TAP side. | ||||||
| SUPPORTPRI-63696 | Client | Method to get non US tax code list from LineItem in 4.x API | Duplicate | |||