January 16, 2024 - SP 4.0 Release Notes

These release notes were last updated January 31, 2024. Information on this page is subject to change.

Please note: In order to enable the following release changes to your environment, we recommend clearing your cache.

Release Summary

Here's a quick overview of the updates in this release:

• New in-app report data fields
• Routing tab updates
• More editing capabilities for certain roles
• Accessibility and search improvements
• General bug fixes

Release Dates and Downtime

Release dates are subject to change. Release date changes will be noted in the Change Log column below.

Downtime required: 30 minutes per environment

Detailed Release Notes

New and Enhanced

General

• Improvements have been made to the in-app reporting loading times. Future builds will continue to make changes to improve this feature's performance.
• The following new data fields are now available for display in SP in-app reports and downloadable .CSV files: Created By and History Tab table content. Created By can also be displayed on the dashboards and used in the dashboard search field. See additional details below.
• The Routing tab of SP records has been updated to make the progress of the routing process clearer. See additional details below.

•  Users with the following roles can now edit records while they are in a read-only status: SP System Administrators, Proposal Editors, and Award Editors. Read more about Editing Proposals and Awards.

• Users with the SP System Administrator role can now edit a Project Title from the Project Details page by selecting the pencil (edit) icon to the right of Title. Title editing can be done in any Project status. Learn more about editing Project titles.

Accessibility

• Continued to make accessibility improvements in the application including common header components and Sponsored Project navigation links and their submenus.

Flexible Search

• A more flexible search method has been implemented making it easier to find relevant results when searching for a Unit or External Organization throughout the SP 4.0 application.
• Updated the task page Task field so that the scroll bar and resize component are still enabled when the task is Closed. 
• The flexible search method applies to Unit Finder objects, External Organization Finder objects, and the Internal Association field on the Research Team object, as well as the dashboard searches for those components. 
• All Person finder search components now list the email address within the search results so there is a unique attribute displayed for the cases where multiple users might have the same name. 
• Additional attributes will be displayed in a future release to help further distinguish people with the same name in person search results.

Fixed

• Added Jan 26: Fixed an issue that was introduced in this release that was causing the form section icons to reset for a user if another user viewed the same record. After this fix, the behavior should return to how it was previously.
• Added Jan 26: Fixed an issue that was introduced in this release that was leading to an error when a non-admin user with edit rights on a proposal tried to route the record for review. This applied to users on the research team, users given edit access on the Access tab, or users that created the proposal. After this fix, the behavior should return to how it was previously. 
• Updated the task page Task field so that the scroll bar and resize component are still enabled when the task is Closed.
• Updated the SP-HE integration to support being able to search and select HE studies that contain a pound sign (#) in the study number.
• Previously if a file was uploaded on an Attachment form object, but the user navigated to another tab/form section before the upload completed, there was an error when trying to view a record’s Attachments tab. This has been fixed. Now, in this same scenario, the result will be that the upload is canceled and an error will appear letting the user know the upload failed.
• Fixed an issue that was causing the displayed date in a dashboard search attribute to display one date earlier than what was selected on the calendar widget.
• Fixed an issue that was leading to some users not being able to load records that they should have access to in situations where there were a large number of users with the same unit hierarchy in a unit assignable role. 
  • Example: 100+ users all with the SP Award Administrator role for Unit X and its sub-units.
• Updates in the recent 21.02.46 release caused issues when filtering out inactive people in Person search components. These issues have been resolved and the Person name’s can now be displayed regardless of their Active or Inactive Person Profile status in the Admin module.
  •  Updates in the SP 21.02.46 to filter out inactive units in unit search components inadvertently caused issues with showing inactive unit's names in other places in the application. These issues have been resolved so the unit's name can be displayed regardless of whether the unit profile is active or inactive in the Admin module. 

Additional Information: Routing Tab Updates

• A new column called Review Order was added.
• The Decision column has been updated to Status column. 
• The behaviors of the Status and Date columns were updated to be more consistent between all of the different rule types that can be listed on the Routing tab. 
• The Team and Member columns will be updated in a future release.

Read more about routing and history tabs.

Additional Information: New In-App Report Data Fields

New data fields are now available for display in SP in-app reports and downloadable .CSV files, including:

Created By

A Created By column can now be added to SP in-app reports, downloadable CSV files, and dashboards. This column displays the person listed in the History tab item about the record being created

History Tab

Each column displayed on a record's History tab has its own applicable column that can be added to an in-app report or downloadable CSV. These new columns are not available on the dashboards.

• History Action - maps to the "Action" column on the History tab
• History Action By - maps to the "Name" column on the History tab
• History Action Date - maps to the "Date" column on the History tab
• History Comment - maps to the "Comment" column on the History tab

In the report or downloadable .CSV file, each History tab line item will be displayed on its own row, where only the record number columns are duplicated in each row (note: other columns like the research team columns may use multiple rows too, but columns with only one value will have "--" in the successive rows on the report, or be blank in the downloadable .CSV file).

For awards with multiple versions, all history entries will be associated with the latest version of the award in the reports and downloadable .CSV files. This means that an award may have a row for the -0 version, -1 version, and -2 version (active version). All history rows will be associated with the active version (-2 in this example).  

(Ref ID: 22.01.05)