July 29, 2024 Updates

Workia Release Notes (20240726.2)
​

Import Improvements:

• You can now add a comment to a case via import. Comments added through import will be automatically set to internal, allowing for seamless case management and efficient communication.
• Imports now support the ability to only import new records, import new records or update if a record is found and update records only. This allows for greater control of importing data, ensuring the correct data is created or updated.

Other Improvements:

• Replies to emails now include the full history of the email thread, providing recipients with the complete context of the conversation. Stay informed and easily follow the email communication flow, even when you are copied in.
• Updated the look of documents attached to comments, for consistency with email attachments
• Updated cost estimates to version 24.3 of the Equus Tax Engine.
• Updated the collaborator role to support ticket management, including My Workia updates and creating tickets.

Fixes:

• Fixed an issue where the tax treatment was not saving properly on cost estimate templates.
• Fixed issues with Stakeholders not being able to see user details when hovering over profile icons and not being able to download items that have been shared with them.
• Fixed an issue where the current theme was not always honouring a user's preference.
• Fixed a bug where uploaded documents were not attaching to emails when sending.
• Fixed issue preventing employee email address changes from being saved.