Shared document groups: automation and match fixes

Automations, match operations, and live updates now work correctly when document groups are shared across workpapers.

Bug Fixes

  • Automations now run correctly on imported document groups. When a document group is shared with your workpaper from another workpaper in the engagement, running automations — including testing attributes and run-all — now operates on your workpaper's data. Previously, these operations could silently target the original owning workpaper and produce no output.

  • Workpaper grid no longer shows blank rows after automation runs. If your workpaper uses an imported document group, running a full automation could cause rows to disappear from the grid. This is now fixed.

  • Match accept operations apply to the correct workpaper. Accepting file or record matches on a shared document group now correctly records results under the workpaper you are working in, not the workpaper that owns the document group.

  • Live updates now refresh the correct workpaper. When an automation clears or updates a shared document group, the refresh now appears on the workpaper you are viewing rather than the owning workpaper.