Version 3.06
New and Updated Features
- Workflow
- Added new screen for users to work their items and run reports for their own workflow
- Added button in Home page panel to go to new workflow screen
- Added ability for Portal Passwords to be hard coded into the work trigger configuration with available variables embedded
- Changed step re-order code to make it faster and behind the scenes
- Added “viewed” icon that shows you which worflow items you have previously opened
- Added ability to call REST APIs during Workflow actions
- Updated Email editor to TinyMCE
- Branding
- Added opacity option for login screen right-side image for static and ads
- Added text color option for right side of login screen
- Improved right-side image positioning to make design more intuitive
- System
- Changed font in text, text area and select fields to Verdana to make them more readable
- Updated 3rd party modules and components for security and performance concerns
- Record
- Added option to manually send document(s) to the OCR queue
- Added OCR progress update information
- Added variable substitution logic for email Body and Subject from Record screen
- Updated Email editor to TinyMCE
- Users
- Updated User screen to validate email addresses
- Record Types
- Added ability to merge Record Data into Quick Notes
- E-Forms
- Added text alignment options for Text, Numeric and Date fields
- Added link (href) capability to images
- Added target capability to Links and Images with links
- Added List Group to options for Bullet List field
- Added collapsible Panel container with border, header, footer and more
- Added Copy URL button to the Public URL section
- Added Preview button to e-form designer to open the form in another user
- Changed behavior when an external user tries to load an e-form that does not exist or is not marked Public. Previously they would get a list of available forms. Now they get a Not Found error as if the page they were going to do not exist. This is better for security.
- Added Rich Text field type that allows for free form text with colors, font sizes and images in one display control
- Updated Rich Text editor to TinyMCE
- Indexing Automation
- Changed COMPLETE button on Indexing screen to use work trigger’s Default Complete button actions
- Changed COMPLETE button on Classify screen to use work trigger’s Default Complete button actions
- Reporting
- Added Records Not Active report that can show what Records have not been assigned since a given date
Fixes
- Record
- Fixed issue in Chrome browser where Notes screen would not close after saving the notes
- Users
- Fixed issue where an invalid email could cause notification errors
- Indexing Automation
- Fixed issue on Indexing screen where Total fields would not match if the field names were different
- Workflow
- Admin only – Fixed issue where Process selection would be reset after saving a Trigger
- Fixed issue where Record values were being checked when doing a Document value check
- E-Forms
- Fixed issue where field label spacing was being lost when using dash (-) character which is supposed to hold the spacing with no text
- System
- Fixed issue where computed dates were not properly in the following area
- E-Form fields
- Work Trigger Value Checks
- Work Trigger Value Set operations
