Release Notes – Version 4.35

Release Date: 2025-10-25

Variable System Change

By the end of the year, we will be making a change to the variable system. It should not affect many systems, especially newer systems. 

Background: The original Variable system supported both commas and pipes for the delimiter of a variable call. This caused issues when trying to parse values that had commas in them. As a result, newer variables are called exclusively with pipes. However, older variables could work with either delimiter. 

Change Plan: The first release after EOY 2025 we will be removing comma support for variable delimiters and will change all variables to exclusively use pipes. If you have used comma delimiters in any of your variable calls, please convert them to pipes ASAP to avoid the potential for issues after we make our change. Please contact support if you need any additional information.

New and Updated Features

This is a list of the new features, functions and enhancements added since the previous release

• Workflow
  • REST action – Removed Form URL Encode option. This is now set automatically based on the content sent and the presence of field entries.
  • REST action – Changed header code to discard invalid headers
  • Document Share – Added option for Inline doc shares
  • JSON Loop – All field names in JSON data are now sanitized by removing the parentheses and brackets – i.e. ( ) [ ]
  • Insert Line Items action – Adds space for lines to be inserted between other lines by renumbering existing lines’ numbers
• E-forms
  • Updated image fields to be able to show [ServerBannerURL] images in design mode
  • Added option to set the Width/Height of the image field equal to the actual image dimensions
  • Added action to “Refresh Browser”
  • System now updates field name with 1, 2, 3, etc., when pasting or duplicating field to avoid name conflicts
  • Added Field Name property to Flex Column, Panel, Tabs, and iFrame field types
  • Sketch Field – Added {Sketch:IMG} tag to get the base64 image of sketch contents
  • Panels – Added option to not load the contents of a panel until the panel opens when using the panel toggle option
  • Table – Updated update logic from Return Table Data workflow action so if the setting values do not included all the columns, the remaining columns are not cleared
  • Table – Updated update logic from Return Table Data workflow action so a !! in a column means to not update that column
  • Added Close button to editor
  • Added {Field:Options} to get list of options in option-style fields
  • Actions – Added action type to trigger a workflow button click
• Viewer
  • Changed Document Upload error message to a message that stops the process and requires user to clear the message to continue
• Variables
  • FIRSTVAL – Returns the first non-blank value in the list
• Admin
  • Added REGEX capability to search panel (use REGEX:pattern)
  • Added LIKE capability to search panel (use * characters)

Fixes

This is a list of the issues we fixed since the previous release

• System
  • Long formatted dates (i.e. Monday, Sep 1, 2025) not saving as searchable dates
  • LIKE matching to find a [ fails
  • Short year dates (i.e. MM-dd-yy) are not showing the second digit of the year
  • Parentheses in numbers that denote negatives are causing calculations not to work properly
• E-forms
  • Newline characters cause failures in e-form functions
  • E-forms no longer marked as Public are still returned when called by name
  • Signature pad causes signing when mouse passes over (patched in 4.34 cloud)
  • Signature pad not allowing personal signature to be accepted until another mark is placed in signature panel (patched in 4.34 cloud)
  • E-form field not refreshing when dynamic linked values change
  • File Upload field – Adding and removing files causes Required setting to not work properly
  • Deleted Public E-forms are causing errors loading public forms by name 
  • Table display variable adds extra row delimiter to the end
• Viewer
  • Annotations on some TIFs (or TIFs converted to PDF) view properly but are burned in at the wrong coordinates
  • Large JSON files time out when opening
• Variables
  • JSONWHERE not working for number matching
• Workflow
  • Connections (SQL and Web) – Variables that do not exist are not being replaced as blank values
• Search
  • Line Item field Record Type Links not honoring the security setting
  • Record Type Link fields are ignoring the Link Limits, Entry Mode setting
• Reports
  • Document Upload Report – RecordID search field not working
• Merge Templates
  • Rules not working to remove paragraphs
  • Line item table line count not always correct