Issue Arising When Upgrading to Intapp Open 2408 HF1

Overview

After upgrading to Intapp Open 2408 HF1, some firms may experience issues related to workflow permissions not updating correctly. This typically results in users being unable to view or act on specific Request workflow steps that should otherwise be available to them.

This article provides a clear workaround and the SQL-based fix required to ensure workflow permissions are refreshed properly.

Symptoms

You may encounter one or more of the following:

Users unable to view workflow steps after upgrade
Incorrect or missing workflow permissions
Request actions not appearing as expected
Permission-dependent screens or tasks not updating automatically

These behaviours usually occur because the UpdateViewRequestWorkflowPermissionsJob is not enabled or has not executed properly after the upgrade.

Root Cause

Following the upgrade to Open 2408 HF1, a configuration setting required for the workflow permissions update job may be missing. Without this setting, the scheduled job does not run, leaving workflow permissions outdated.

Workaround / Solution

Follow the steps below using SQL Server Management Studio (SSMS) against the Intapp database (commonly named Opendb or Intappdb).

⚠️ Warning: Only experienced administrators should run SQL commands against a production database.
Always validate commands in UAT or a lower environment first.

Step 1 — Check Whether the Required Config Setting Exists

Run the following query to verify whether the setting is present:

SELECT [Key], [Value], [Category], [Encrypted]
FROM [Configs]
WHERE [Key] IN ('EnableUpdateViewRequestWorkflowPermissionsJob');

Step 2 — If the Setting Does Not Exist, Add It

Insert the missing configuration:

INSERT INTO [Configs] ([Key], [Value], [Category], [Encrypted])
VALUES ('EnableUpdateViewRequestWorkflowPermissionsJob', '1', '', 0);

UPDATE SystemInfo
SET CachedDataModifiedOn = GETUTCDATE();

This ensures Intapp recognises the setting and refreshes cached configuration data.

Step 3 — Verify the Scheduled Job Status

Check when the job last executed:

SELECT [Name], [CronExpression], [RunNow], [LastRunOn], [LastRunStatus],
       [CreatedOn], [ModifiedOn]
FROM SchedulerJobs
WHERE [Name] = 'UpdateViewRequestWorkflowPermissionsJob';

Step 4 — Trigger the Job Manually

Run the job immediately:

UPDATE SchedulerJobs
SET RunNow = 1
WHERE Name = 'UpdateViewRequestWorkflowPermissionsJob';

Step 5 — Wait and Re‑Check Execution

The job may take 4–5 minutes to run. After waiting, confirm that it has executed successfully:

SELECT [Name], [CronExpression], [RunNow], [LastRunOn], [LastRunStatus],
       [CreatedOn], [ModifiedOn]
FROM SchedulerJobs
WHERE [Name] = 'UpdateViewRequestWorkflowPermissionsJob';

Once the job has run successfully, workflow permissions should refresh and user access should return to expected behaviour.