If you're upgrading SDx to install an Update, and you want to use a new feature that's been released in that Update, you may need to enable it. This is the last step in the Basic upgrade sequence.
This subsection provides a list of the new features and links to instructions for how to enable them. Click on the Update number to see the new features that require manual upgrading for that release. (For details about the new features, improvements, and fixes released with each Update, see HxGN SDx Release Bulletin.)
If an Update is not listed below, there were no manual steps required for that Update.
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Feature |
Description |
Summary |
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This fixes the issue where DataCaptureDocument import definition fails to relate the documents loaded using the Data Capture Loader test.csv file to the Security Code. |
Update the HEX version of the DataCaptureDocument import definition. |
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Feature |
Description |
Summary |
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This fixes the issue where merged rendition fails with a "Project is not set" warning for the Correct Failure step in the temporary change request workflow |
Update the HEX version of the temporary change request workflow template SOPSTempChngReqWorkflow |
Special procedure for certain implementations:
Enable PKCE flow for Smart API Manager - If you're using Smart API Manager as your authorization server, and if you want to enable the PKCE flow for SAM, you should perform this procedure after your site is updated.
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Feature |
Description |
Summary |
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The master data validator mappings are modified to accommodate spaces in the area. |
While creating a submittal, the COMP_PlantCode computed column has been modified to accommodate spaces in the area. |
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Feature |
Description |
Summary |
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The security rule for querying the document revision (FDWDocRevisionByOrgAndSecurityCode) was simplified to improve the query performance. |
If you have modified the FDWDocRevisionByOrgAndSecurityCode security rule, update it to take advantage of the performance improvement. |
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Upgrade the QA review workflow template - No review required option |
In the SDx document review matrix, the option to allow submitted documents to bypass the QA Review workflow was included. |
Update your HEX version of the QA Review Workflow template with a copy of the latest MSR version. |
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Feature |
Description |
Summary |
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Allows you to manually update existing relationships of a data book to relate it to its sub-chapters. |
In the Desktop Client, click Administration > Relate chapters with root. |
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Feature |
Description |
Summary |
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Introduces the ability to navigate directly to the Prepare Content form from the Create a work package form using the Prepare Content button, or skipping the Prepare content step by clicking on the Finish button. It also adds a Save As Draft button to the Prepare Content form which allows you to save your changes and continue with the Prepare content step at a later time. |
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Feature |
Description |
Summary |
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Introduces the ability to set the file type (signed) for the selected transmittal documents. |
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Feature |
Description |
Summary |
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Load the mapping changes for the submittal rejection process |
The submittal work process has been improved to better handle the rejected revision. |
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Feature |
Description |
Summary |
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Introduces the ability to skip the Prepare Transmittal step by clicking on the Finish button. It also adds a Save As Draft button to the Create Internal Transmittal and the Create Incoming Transmittal forms, which allows you to save your changes and continue with the Prepare Transmittal step at a later time. |
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Feature |
Description |
Summary |
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Manage the document and tag classifications from the Web Client |
Introduces the ability to manage specific document and tag classifications from a central location. |
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Feature |
Description |
Summary |
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Upgrade the incoming and internal transmittal workflow templates |
Introduces the MSR and HEX versions of the incoming and internal transmittal workflow templates. |
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Allows you to use the transmittal number of the vendor or the supplier instead of the system generated number. |
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Introduces the copy methods for the incoming transmittal and internal transmittal workflows. |
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Provides the ability to create an incoming transmittal from the Actions menu of one or more signed-off documents. |
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Feature |
Description |
Summary |
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Adds more file types to the feature that restricts the upload of unsupported file types. |
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Modifies the way RFR (Reason for receipt) value is displayed in the To Do List. |
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Introduces the ability to review the metadata information of the documents prior to attaching the documents to the review process. |
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Special procedure for certain implementations:
Enable PKCE flow for Smart API Manager - If you're using Smart API Manager as your authorization server, and if you want to enable the PKCE flow for SAM, you should perform this procedure after your site is updated.
Upgrade the outgoing transmittal workflow template - Introduces the ability to set the file type for the selected transmittal documents.
Upgrade the change request workflow templates - Introduces the ability to navigate directly to the Prepare Change form from the Create change request form using the Prepare Change button, or skipping the Prepare change request step by clicking on the Finish button. It also adds a Save As Draft button to the Prepare Change form which allows you to save your changes and continue with the Prepare change request step at a later time.
Upgrade the QA Review workflow template - SCLBClaimQAConsolidation method - The workflow step precedence handling in the QA Review workflow has been modified.
Upgrade the HEX Internal Review Workflow template - multiple approvers and step precedence - The functionality to handle multiple approvers and the step precedence has been added in the Internal Review workflow.
Upgrade the QA Review workflow template - Review progress information - Introduces the ability to get the review progress information in the QA Document Review and QA Document Review Consolidation screens. As a consolidator, using this information, you can decide whether to complete the consolidation or wait for the reviewer to finish reviewing.
Manage the accessibility of documents for collaborators - Introduces the ability to manage the accessibility of documents (owned by the originating organization) for a collaborating organization user in the document life cycle.
Upgrade the change request workflow templates - Introduces the ability to attach files from your computer to the change request, as well as the option to create a change request from the Actions menu of a document or tag.
Update the API entry point functions to redirect to the search bar - Redirects the delivered SDx API entry point functions to appear in the search bar so you can enter search criteria.
Special procedure for certain implementations:
Enable external authorization service on an updated system - If you're using an external authorization server, such as Okta or Smart API Manager, you should perform this procedure after your site is updated.
Change request workflow template update - Reduces the steps in the workflow to provide a simpler process for tracking, reviewing, and coordinating change requests.
Upgrading the Data Validator mappings - The Resolve_IssuePurpose computed column in the MDR planning and deliverable submittal mappings has been modified to accommodate spaces in the issue purpose with the help of an environment variable, COLLABORATIONISSUEPURPOSESBYNAMEINCREATECONFIG.
Hide the collaborative organization option in the document update form - Provides the ability to restrict the availability of Collaboration tab in the document create form for certain classifications.
Upgrade the QA Actions Rejection workflow template - Two versions of the workflow template (master and editable copies) protect any future upgrades from unwanted side effects and thereby loss of any customization that has been developed for your system.
Upgrade the QA Append Reviewer workflow template - Two versions of the workflow template (master and editable copies) protect any future upgrades from unwanted side effects and thereby loss of any customization that has been developed for your system.
Upgrade the change request workflow templates - Introduces the ability to create a change request from a markup layer, and the automatic selection of markup layers in the Manage Markup Layers page.
Upgrade the work package workflow templates - Introduces the automatic selection of markup layers in the Manage Markup Layers page.
Upgrading the Data Validator mappings - Two versions of the Data Validator mappings (master and editable copies) protect any future upgrades from unwanted side effects and thereby loss of any customization that has been developed for your system.
Upgrade to the newest incoming submittal workflow template - Two versions of the workflow template (master and editable copies) protect any future upgrades from unwanted side effects and thereby loss of any customization that has been developed for your system.
Upgrade the outgoing transmittal workflow template - Makes the transmittal process more efficient and easier to use. The transmittal can be saved as a draft, which allows later addition of more documents.
Upgrade the workflow templates for the distribution lists feature - Introduces the ability to create custom distribution lists and share the communication items like transmittals, actions, technical queries, and so on.
Configure the offline transmittal feature - The transmittal functionality (offline) has been enhanced in such a way that a company user can share information with organizations that do not have a contract or access to the SDx system.
Upgrading workflow templates - Two versions of the workflow template (master and editable copies) protect any future upgrades from unwanted side effects and thereby loss of any customization that has been developed for your system.