Version 3.28
Release Date: 2019-06-22
Possible Breaking Change
Client components for version 3.28 are now compiled against .NET 4.7.2. This means all users who use the client applications (In-Line Importer, In-Line Exporter, In-Line Scanning, NetLabels and Office Integration) must have at least .NET 4.7.2 or higher to run the components.
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
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- Client Tools
- In-Line Importer updated to .NET 4.7.2
- In-Line Exporter updated to .NET 4.7.2
- In-Line Scanning updated to .NET 4.7.2
- NetLabels utility updated to .NET 4.7.2
- In-Line Exporter updated to do direct download from cloud platform if connection available
- Workflow
- Added action options for all Indexing Automation features instead of just using record data
- Change Workflow Console work item title color to match branding inner heading color
- Updated Workflow Console to show better separation between workflow items
- Added ability run reports on processes (include all children) via reporting screens and administration screens
- Added option to open docs from specific Cat/Name in workflow trigger
- Added Admin option to set a custom value for the description of the record that is routed
- Updated Email action to include documents by partial name/category match
- Viewer
- Added paged navigation of large document lists and large category lists
- Made text-based files (TXT, URL, INI, LOG and JSON) editable in viewer
- Make text-based files able to be previewed
- Added ability to create new documents of specific types from within the viewer (TXT, DOCX, XLSX, PPTX, PDF)
- Changed the unload/load cycle of the viewer to not snap up and down when moving from document to document or page to page
- Indexing Automation
- Changed default file format for all split/merge operations to PDF instead of TIF
- Admin
- Added options for applying selected user’s settings to All users or to select users
- Added Related Items panel to Teams
- Added “Save and Close” options to all editable item types
- Added multi-select delete capabilities to most list screens
- Address and phone fields to user accounts
- Rename Record Type’s ‘Auto-Processing’ tab to Retention and Routing
- E-Forms
- Users – Changed public password field to have focus on load and to allow enter key for submitting
- Record Types
- Added options to show the Document Count and Page Count to search results (grid view only)
- Added ability to add multiple Field Names in one multi-line entry
- Added ability to add multiple Field Names via a CSV file
- Added ability to add multiple Categories in one multi-line entry
- Added ability to add multiple Document Names in one multi-line entry
- Added Unique value checking to help enforce unique records requirements on new Records added
- Added Match and Merge value checking to automatically merge new records into existing records
- QuickBooks
- Changed sync query to grab max of 100 work items per sync
- Changed web connector sync to take control of the sync work item as it processes so it is not available for another user
- Change sync to perform the operations in chunks instead of all at once (QB default is all at once)
- Indexing Automation
- Indexing – Added support for YYYYMMDD for date indexing (must be 8 digits)
- Indexing – Changed date and number fields to be smaller to make more room for other field types
- Variables
- Added support for LEN variable to calculate string length
- Added support for negative values for start position for SUBSTR variable
- Added MATCH variable type
- Added IsEmailValid() variable to check if an incoming value is a valid email address
- Added RECORDDESCRIPTION variable
- Added DOCUMENTCAT variable
- Added basic LOOP command
- Added ALPHANUM, ALPHA and NUM variables
- Added REGEXREPLACE variable
- dmRESTHelper
- dmRESTHelper updated to use .NET 4.7.2
- System
- Added document caching to aid in parsing large files
- Added internal capability to search by document data
- Change default email template to NOT show the default “this is from an un-monitored box” message
- Multi-Tenant
- Added description field to system for general use
- Moved Add Site function to pop up to make more room
- Search
- Advanced Search section in toolbar search screen stays open until you toggle it back off
- Added option to set the default mode to open clicked record in new window or current window
- When ALT key held during record click, the alternate open mode will be used for that click (same or new window)
- Added red border around record that was last opened
- Set up database to allow for sorting on multiple fields (interface to match at later date)
- Added ability by search for Created Date and Changed Date
- Set the sort on the search page to match the sort on the way in
- Added percentage graphic display when using numeric field with percentage formatting
- Made search page more efficient and more responsive
- Added line item data into the search results in the expanded view
- Added ability to search latest records inside Record Type
- Recycle Bin
- Added ability to filter recycle bin by date deleted
- REST
- Added full document searching capability
- Client Tools
Fixes
This is a list of the issues we fixed since the previous release
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- PDF Merge (Viewer and Workflow)
- PDF Form Merge overwrites form field values
- PDFs without forms fail when being merged
- E-Forms
- E-Form not correctly evaluating internal and external users
- E-Form buttons are not using the correct colors
- Field Hide/Show options not saved between form edit sessions
- Credit Card field not working on large forms – timing issue
- E-Form edit Cancel button fails when opened from e-form drop down
- Data Values
- Data values with commas are converted to standard number format even when the comma was from a list. Changed to treating commas as string unless it is accompanied by a decimal point.
- Saving data using its own name as variable causes infinite loop
- QuickBooks
- Sync causes all work items to be retrieved for all users instead of just the ones for the sync user
- Large account syncs cause failures due to too large of a return data set
- Error populating check numbers (index out of range)
- Check number sync using invoice numbers from other vendors
- Workflow
- Email address variables not being replaced if variable used directly in email TO field
- Search/Update action is updating source record multiple times in order rather than just using the first one
- Workflow notes not showing name of user who initiated them
- Spelling Error in admin workflow panel – Buttons – Title tag of Save Record Automatically checkbox
- Spelling
- SFTP options have misspelled ‘exposure’ as ‘expose’
- Admin
- User Admin – Error when performing a user’s previous search
- Double-clicking entry in list causes that entry to overload last entry
- Long titles cause issues clicking on right-aligned buttons
- Help buttons not working in panel title headers
- System
- Image Render library can cause erroneous errors to be written to error log
- Number formatting not working on single digit numbers
- Auto-Complete
- Issue when Value and Display different and user types and moves off before auto-complete finishes
- Home
- Cannot manage more than one custom search panel
- Record
- When opening document in Record screen you lose the WFID variable
- Indexing Automation
- Indexing – Linked fields are treated as required even if not configured that way
- Viewer
- RTF document type does not compute page count properly
- Search
- Category drop down button shows on next line when no categories efined
- PDF Merge (Viewer and Workflow)