> For the complete documentation index, see [llms.txt](https://docs.ovaledge.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ovaledge.com/release8.2/minor-release/release8.1/change-management.md).

# Change Management

Change Management helps stakeholders understand what has changed from the previous version to the latest version, who is impacted, and how processes or permissions are affected. This ensures smooth adoption and reduces operational risk.

## <mark style="color:$primary;">My Resources</mark>

* The My Desk experience has been redesigned to provide a unified and simplified view of user responsibilities across OvalEdge.

  <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>What Changed</h3><p>In My Desk, previously, users selected a governance role such as Owner, Steward, or Custodian from a dropdown, and responsibility data was displayed across multiple tabs such as Databases, Tables, Table Columns, Files, File Columns, Reports, Report Columns, Terms, APIs, and API Attributes. This required navigation across tabs and did not provide a single consolidated view.</p><p>In the current version, a Summary tab is introduced as the default view, which displays responsibilities across modules such as Data Catalog, Business Glossary, Tags, ROPA, Service Desk, Reference Data Management, Governance Apps, Policy Manager, Governed Data Query, Projects, and Data Quality in a single screen. The dropdown selection is removed from this view, and all sections are expandable for detailed visibility. Existing detailed tabs remain available for module-level access. Additionally, My Desk is now enabled for all license users by default, and Application Security is updated to correctly structure My Desk under My Resources.</p><p><strong>Affected Users:</strong> Administrators, Data Stewards, Business Users, and Analysts.</p><p>👉 For more details, see <a href="https://docs.ovaledge.com/release8.1/minor-release/release8.1/release-notes/login-and-home#my-resources">My Desk | Dashboard for User Responsibility &#x26; Access</a>.</p></div>

## <mark style="color:$primary;">Elasticsearch</mark>

* The search and filter behavior in Elasticsearch has been updated to ensure consistent filter visibility and usability when no results are returned.

  <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>What Changed</h3><p>In Elasticsearch, previously, when users performed a search and applied filters that resulted in no data, clearing the search term using the cross mark removed the search input but did not restore or display the previously applied filters. This caused confusion as users could not view or reuse their earlier filter selections.</p><p>In the current version, filter state is retained even when search results return no data. When the search term is cleared, previously applied filters are displayed correctly, allowing users to continue refining results without reapplying filters. This ensures consistent filter behavior and improves usability during search operations.</p><p><strong>Affected Users:</strong> Administrators, Business Users, and Analysts.</p><p>👉 For more details, see <a href="https://docs.ovaledge.com/release8.1/minor-release/release8.1/release-notes/login-and-home#elasticsearch">Search | Filters | Filter Visibility Issue</a></p></div>

## <mark style="color:$primary;">Browser Extension</mark>

* The login flow in the Browser Extension has been updated to provide a clearer and more efficient experience for Guest and Licensed users.

  <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>What Changed</h3><p>In Browser Extension, previously, when Guest access was enabled, all users were first directed to the Guest experience after entering the URL and Email. Licensed users then had to navigate through the Guest interface and select an additional option before reaching the credential screen for full access. This created unnecessary steps and delayed access for licensed users.</p><p>In the current version, after entering the URL and Email, the extension evaluates whether Guest access is enabled. If enabled, users can choose to continue as a Guest or as a Licensed User. Licensed users can now directly access the credential screen without navigating through Guest features. If Guest access is disabled, the credential screen opens directly. If an active session already exists, full features load automatically.</p><p><strong>Affected Users:</strong> Licensed Users, Guest Users, Administrators.</p><p>👉 For more details, see <a href="https://docs.ovaledge.com/release8.1/minor-release/release8.1/release-notes/login-and-home#browser-extension">Enhanced Login Experience for Guest and Licensed Users</a></p></div>

## <mark style="color:$primary;">askEdgi</mark>

* The askEdgi Workspace now supports controlled data download across all workspace objects to improve usability and consistency.

  <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>What Changed</h3><p>In askEdgi, previously, users could not download data from workspace objects, and download behavior was inconsistent across catalog and non-catalog objects, analysis results, and chat views.</p><p>In the current version, download is enabled for all workspace objects, including catalog tables, non-catalog tables, AI-generated tables, uploaded files, and derived datasets. Access is controlled through role-based configuration using the key askEdgi.workspace.download.allowed.roles. The system evaluates user roles to allow or restrict downloads, and the behavior is applied consistently across the workspace object list, analysis results, chat responses, and recipe execution outputs. Downloaded data reflects the final evaluated dataset as displayed in the interface.</p><p><strong>Affected Users:</strong> Administrators, Authors, Viewers</p><p>👉 For more details, see <a href="https://docs.ovaledge.com/release8.1/minor-release/release8.1/release-notes/askedgi#workspace-or-enable-data-download-for-all-workspace-objects">Workspace | Enable data download for all workspace objects</a>.</p></div>
* The Workspace Logs viewer in askEdgi has been updated to improve usability during debugging and monitoring.

  <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>What Changed</h3><p>In Workspace, previously, logs were displayed in chronological order, with older entries at the top and latest entries at the bottom, requiring users to scroll to view recent activity.</p><p>In the current version, logs are displayed in reverse chronological order, where the latest log entries appear at the top by default. New logs also appear at the top during refresh or updates, while log content, formatting, and metadata remain unchanged, ensuring consistency across reloads.</p><p><strong>Affected Users:</strong> Administrators, Support Teams, and Analysts.</p><p>👉 For more details, see <a href="https://docs.ovaledge.com/release8.1/minor-release/release8.1/release-notes/askedgi#workspace-logs">Workspace Logs</a>.</p></div>
* The AI description generation capability has been enhanced to provide structured and reusable instruction control for generating consistent metadata descriptions.

  <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>What Changed</h3><p>AI Prompt Questions module, previously, the AI Prompt Questions module allowed administrators to configure contextual prompt questions, but there was no centralized mechanism to manage reusable AI instruction templates. As a result, generated descriptions were often not in the expected format, lacked consistency, and required users to manually provide additional prompts each time.</p><p>In the current version, a new configuration layer called AI Instructions is introduced within the AI Prompt Questions screen. This enables administrators to create, manage, and control reusable instruction templates that are applied during AI description generation. The AI Description Generator now uses only active instructions, ensuring descriptions are generated in a consistent, clear, and governed format without requiring manual input from users.</p><p><strong>Affected Users:</strong> Administrators, Authors, Viewers</p><p>👉 For more details, see <a href="https://docs.ovaledge.com/release8.1/minor-release/release8.1/release-notes/askedgi#ai-generative-description-or-ai-instructions-configuration">AI Generative Description | AI Instructions configuration</a>.</p></div>

## <mark style="color:$primary;">Projects</mark>

* Child tasks can now be updated automatically when a parent task is marked as Done.

  <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>What Changed</h3><p>In Projects, previously, when a parent task was moved to a Done status, its child tasks stayed in their current statuses. This could make the parent task appear complete even though some child tasks were still open. Users had to update each child task manually.</p><p>Now, when a parent task is moved to a Done status, the system asks whether the related child tasks should also be moved to the same status. If confirmed, all child tasks are updated automatically. If canceled, only the parent task is updated.</p><p><strong>Affected Users:</strong> Administrators, Authors, Viewers</p><p>👉 For more details, see <a href="https://docs.ovaledge.com/release8.1/minor-release/release8.1/release-notes/collaboration#option-to-update-child-tasks-when-parent-task-is-moved-to-done">Option to Update Child Tasks When Parent Task Is Moved to Done</a>.</p></div>

## <mark style="color:$primary;">Data Quality</mark>

* The naming validation for Data Quality rule names has been updated to improve consistency across the application.

  <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>What Changed</h3><p>In Data Quality Rules, previously, the rule names allowed multiple special characters. This created inconsistencies with naming validations used in other modules and could affect search behavior, sorting, and overall standardization.</p><p>In the current version, unsupported special characters are restricted in Data Quality rule names, while the period (.) character remains supported for naming flexibility. Validation rules are now aligned with naming conventions used across the application. Existing rule names created before this change continue to work as expected, while new or updated rule names must follow the revised guidelines.</p><p><strong>Affected Users:</strong> Administrators, Authors, Data Quality Rule Owners, Data Stewards</p><p>👉 For more details, see <a href="https://docs.ovaledge.com/release8.1/minor-release/release8.1/release-notes/metadata-governance#updated-naming-rules-for-data-quality-rule-names">Updated Naming Rules for Data Quality Rule Names</a>.</p></div>
* Data Anomaly Detection has been updated to improve configuration inheritance, anomaly visibility, and execution transparency.

  <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>What Changed</h3><p>In Data Anomaly Detection settings, previously the lower-level objects did not inherit from parent objects. Tables continued to use the connector or global settings even when schema-level custom settings existed, and table columns did not inherit table-level settings. In addition, anomaly result pages did not display complete object hierarchy details, and job logs did not clearly indicate which configuration source was used during execution.</p><p>In the current version, anomaly detection settings now support hierarchical inheritance across object levels. Tables inherit settings from Schema, Connector, or Global configurations based on precedence, while table columns inherit settings from Table, Schema, Connector, or Global configurations. Configuration pages now display clearer parent setting indicators. Anomaly result pages include separate columns for Connection Name, Schema Name, Table Name, and Table Column Name, and job logs now clearly identify the configuration source used during execution.</p><p><strong>Affected Users:</strong> Administrators, Data Stewards, and Data Governance Users</p><p>👉 For more details, see <a href="https://docs.ovaledge.com/release8.1/minor-release/release8.1/release-notes/metadata-governance#data-anomaly-detection-or-enhanced-inheritance-object-visibility-and-job-log-details">Data Anomaly Detection | Enhanced Inheritance, Object Visibility, and Job Log Details</a>.</p></div>

## <mark style="color:$primary;">Question Wall</mark>

* AI-generated descriptions have been updated to automatically refresh when new AI prompt responses are added after an initial description has already been generated.

  <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>What Changed</h3><p>In Question Wall, previously, AI descriptions were generated only once after all assigned questions were answered. If a new AI prompt question was added later, answering that question did not trigger regeneration. Users had to manually select Generate Description to refresh the content, which could result in outdated descriptions that did not reflect the latest responses.</p><p>In the current version, when a new AI prompt question is added and answered, the system re-evaluates whether all assigned questions are completed. If all assigned questions are answered and auto-generation is enabled, the description is automatically regenerated using the metadata configured in <strong>ai.generatedesc.object.metadata.config</strong>. The newly generated description replaces the previous version automatically, with no manual intervention required.</p><p><strong>Affected Users:</strong> Administrators, Authors, Stewards, and Business Users</p><p>👉 For more details, see <a href="https://docs.ovaledge.com/release8.1/minor-release/release8.1/release-notes/collaboration#automatic-regeneration-of-ai-descriptions-after-new-question-responses">Automatic Regeneration of AI Descriptions After New Question Responses</a>.</p></div>

## <mark style="color:$primary;">Query Sheet</mark>

* Query result downloads now use background job processing to improve performance and reduce latency.

  <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>What Changed</h3><p>In the Query Sheet, previously, query result downloads were processed via a single API call. For large query results, this caused latency issues and delayed downloads. </p><p>Now, query result downloads are handled by a background job, improving performance, reducing latency, and providing a more reliable download experience for large result sets.</p><p><strong>Affected Users:</strong> Administrators</p><p>👉 For more details, see <a href="https://docs.ovaledge.com/release8.1/minor-release/release8.1/release-notes/metadata-governance#background-job-support-for-query-sheet-downloads">Background Job Support for Query Sheet Downloads</a>.</p></div>

## <mark style="color:$primary;">Impact Analysis</mark>

* In the Impact Analysis Summary, the Last Updated By field is now updated correctly when source objects are added or deleted.

  <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>What Changed</h3><p>In the Impact Analysis summary, previously, when a user added or deleted a source object, the Last Updated By field was cleared and displayed as blank. This made it difficult to identify who performed the latest update.</p><p>Now, when a user adds or deletes a source object in Impact Analysis Summary, the Last Updated By field is updated correctly to display the user who performed the latest change.</p><p><strong>Affected Users:</strong> Administrators, Authors</p><p>👉 For more details, see <a href="https://docs.ovaledge.com/release8.1/minor-release/release8.1/release-notes/advanced-tools#corrected-last-updated-by-field">Corrected Last Updated By Field</a>.</p></div>

## <mark style="color:$primary;">Job Workflow</mark>

* Users can now run multiple Job Workflows simultaneously from the Job Workflow screen.

  <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>What Changed</h3><p>In the Job Workflow, previously, users could execute only one Job Workflow at a time. When multiple Job Flow Names were selected, the Execute option was disabled.</p><p>Now, users can select multiple Job Flow Names and execute them together in a single action.</p><p><strong>Affected Users:</strong> Administrators, Authors</p><p>👉 For more details, see <a href="https://docs.ovaledge.com/release8.1/minor-release/release8.1/release-notes/administration#bulk-execution-support-for-multiple-job-workflows">Bulk Execution Support for Multiple Job Workflows</a>.</p></div>

## <mark style="color:$primary;">Service Desk Administration</mark>

* Detailed error message when no Service Desk template is mapped to the CTA button for Data Product Subscription.

  <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>What Changed</h3><p>In Service Desk Templates, previously, when no template was mapped to the CTA button, the system displayed a generic error message. Now, the system shows a detailed message: “There is no Template mapped to this Call to Action (CTA) button. Connect with the System administrator to map at least a global template to this CTA button.”</p><p><strong>Affected Users:</strong> Administrators, Authors, Data Quality Rule Owners, Data Stewards</p><p>👉 For more details, see <a href="https://docs.ovaledge.com/release8.1/minor-release/release8.1/release-notes/administration#service-desk-administration">Improved Error Handling for Unmapped CTA Templates</a>.</p></div>

## <mark style="color:$primary;">Schedule</mark>

* Time zone handling on schedule pages has been updated to provide a clearer and more consistent scheduling experience.

{% hint style="info" %}

### What Changed

In the Schedule, previously, time values were displayed inconsistently across the Schedules module. Some timestamps appeared in the user’s local time zone, while others appeared in UTC. Labels and displayed values did not always match the actual time zone shown, and the Execution Time Zone column added confusion without providing a clear value.

In the current version, all execution timestamps are displayed in the user’s local time zone, with the applicable time zone clearly shown. UTC values remain available through tooltips for additional reference. The Execution Time Zone column has been removed, and time values in schedule details, popups, and edit screens now remain consistent.

**Affected Users:** Administrators and Authors

👉 For more details, see [Consistent Time Zone Display on Schedule Pages](https://docs.ovaledge.com/release8.1/minor-release/release8.1/release-notes/administration#schedule).
{% endhint %}

***

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