Version 4.13
Release Date: 2023-07-01
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
- E-forms
- Added Tooltip field property to be able to show a value when hovering a field
- Added ability to show a ‘Please Wait’ dialog in all action fields
- Added “Trigger Multi-Action Field” action to buttons and menus
- Added Hot Key support to Multi-Action fields
- Added ability to have authenticated portal with no password
- Added ability to expire an authenticated portal
- Added RecordID to the list of data values that can be populated via RecordTypeLink fields
- Added option to set the ID of the Record to Save into (Save Options)
- Variables
- USER – Added options to find user by other properties
- IPADDRESS – Added IP Address variable to get the current user’s IP Address (only in Web context)
- MATH – Updated to ignore currency symbols
- SPLITCOUNT – Same as NUMELS variable
- SPLITCOUNT/NUMELS – Changed to return 0 when used on empty strings to avoid errors
- TABLE – Changed TABLE variable to not return blank lines if using a WHERE Clause
- USEROPTIONS – Added to be able to populate E-form options and multi-options with users from a list
- Admin
- Change variable selector to have more variables and be more informative
- Workflow
- Removed Recursion for Loops for better performance and stability (added as admin option for now)
- Added Max Records setting to all “Search and ???” actions
- Added Work Trigger search option to all “Search and ???” actions
- Convert To Images action added to create images from document pages
- Apply Annotation – Added option to set coordinates using variables
- Toolbar
- Added ability to click on your User Name in the lower toolbar to go to your Start Page
- Search
- Added optimizations to speed up specific search types
- Added ability to search for data in line items using custom search fields
- Reports
- Data Change Report – Changed defaults to search ALL dates when launched from Record screen
- Data Change Report – Sped up report by removing unnecessary data from results
- Added Record ID to Change Log report download file
- Variable Testing Panel
- Button to set the Record ID value to the ID of the last loaded Record
- Added Variable Reference selector
- Variable Selector
- Added larger text editing panel
Fixes
This is a list of the issues we fixed since the previous release
- E-forms
- Calculations are not working when mixing numeric calculations with string concatenation (Pushed to cloud as part of 4.12)
- File Upload field not always showing properly
- Category selector for E-form causes error
- Cloud
- Cloud storage not creating new site containers (Pushed to cloud as part of 4.12)
- Search
- Search is slow and can time out when “No Access” is default (Pushed to cloud as part of 4.12)
- Viewer
- Related Records – Record types users don’t have rights to show up in Related panel
- V3 in Azure only – Error downloading document with special characters or spaces in filenames
- Viewer loading slowly in some cases
- Entry
- Auto-Complete field is auto-populating other fields EVERY TIME it loads instead of only on entry
- Reports
- Deferred Report – Error when doing date range searches
- Document Download Report – Num Pages column is being merged into the first Record Type column
- Workflow
- New processing system does not save data updates when changing active Record context
- “Launch Web URL” action not working in some cases (mostly E-forms)
- Invoice Processing – ML is returning data types that are invalid which causes failures in OCR process
- Toolbar
- Toolbar Add-Ins not all loading if there are more than 50 Add-Ins total
- Collaboration Portals
- Documents are being marked as ‘Completed’ when any document in the same Category is uploaded