Version 3.17
Release Date: 2018-03-24
New and Updated Features
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- Workflow
- Allow Search / Update action to update more than one found record
- Add Search / Create action that finds records and for each one creates a new record
- Added ability to have workflow action buttons launch URLs in the local browser
- Added Visibility feature to User Buttons so you can chose to hide/show buttons based rules
- Added Execution Rules to Actions so you can chose to not execute unless all rules are met
- Updated design to provide more space for working in Trigger
- Added dynamic Due Date option so the due dates can be set by field values and/or computations on the way into a step
- Added Action Taken column to workflow report that shows which work item option the user chose at that step
- Importer
- Added direct Azure uploading to the web-based importer utility
- Document Viewer
- Changed thumbnail creation to happen quicker
- Added Print Checked Documents to new viewer
- Moved Print Queue to tool bar button pop up panel in new viewer
- Moved Document Clipboard to tool bar button pop up panel in new viewer
- Added ability to copy documents from the clipboard and not just move them
- Made sure Categories are presented in order as defined in Record Type
- Added color coding to the Category headings
- Added option to hide page thumbnails when viewing documents
- Added page number drop down to select page when thumbnails not shown
- Sped up view image download from the server
- Changed viewer to make 1 less round trip to server when gathering documents
- Added feature that remembers your document zoom settings – width vs height – and restores them for the next view
- Added ability to view and maintain Line Items in the viewer
- Scanner
- Added direct Azure uploading to the web-based scan utility
- Added support for new Category structure
- Record Types
- Added default values to first line of sample CSV file
- Added ability to copy an existing field or line item field
- Added field picker to linked field limits
- Reorganized the Category definition to be more streamlined and hierarchical
- Added color coding to the Category headings
- Added User List field type that provides a list of users for entry and search
- Added recurrence for “Route” retention actions
- Added support for Numeric and Date masking
- Outlook Integration
- Changed save button on File menu to be direct save instead of showing a save panel
- REST
- Added support for ad-hoc return and complete actions
- Added support for searching work items using record field criteria
- Record
- Changed toggle buttons on panels to Down and Up carets
- Added Record Type name in top area of screen
- Added standard variable replacements to notes
- Search
- Added record type searching to tool bar so it is available on any screen
- Made searching more efficient and quicker
- Added 3rd search page format option – Large Thumbnails
- Changed “Delete All” Admin function to use a transaction for better performance
- Added ability to use wild card (%) in linked field searching
- Tool Bar Changes
- Moved Dashboard link into the Admin panel
- Added function row for easy access to Favorites, Recent and Last Search records
- Added ability for users to specify whether or not the top tool bar scrolls off the page or stays locked
- Made changed to be sure sure tool bar search is always cleared out for a fresh search even on the search page
- Branding
- Added separate colors for the badges (number circles) in the tool bar
- Reports
- Added Work Item Path dialog to show path of related work items to the Work Item Current and Work Item History reports
- System
- Updated variable replacement logic by adding REPLACE, PAD, SPLIT, FORMAT, SUM, AVG, MIN, MAX and COUNT functionality
- Added USERS and TEAMS operations to variable replacement
- Updated general design to give more room on screen
- Updated security on utility applications such as Importer, Exporter, Scan, NetLabels and Add-Ins.
- Added ability for users to specify whether or not the top toolbar scrolls off the page or stays locked
- Indexing Automation
- Added options for setting indexing panel sizes
- Updated dynamic indexing panel size logic to be more responsive
- Updated the line item total value color codes to be brighter
- Changed linked field auto-complete logic so header fields are “starts with” and line item fields are “contains” based on what you type in
- Added option to trigger a line item copy when tabbing past last field
- Added option to copy or not copy numeric field values when copying a line item
- Added feature that remembers your document zoom settings – width vs height – and restores them for the next view
- Add-Ins
- Added several options for adding buttons (Add-Ins) in various locations in the interface
- Added advanced Activation Rules to show add-in only when certain criteria are met
- Added Automation Actions that are internal docMgt functions like updating Record values, adding notes and initiating workflow
- Dashboard
- Added alert to inform administrators when the default Admin user is still active and should be deleted
- In-Line Exporter
- Added ability to export all fields – not just those which are defined
- Workflow
Fixes
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- Config Manager
- Error downloading config when Workflow, E-Forms or Collaboration are not licensed
- Office Integration
- Installer not installing Outlook add-in on 64-bit machines properly
- Word not saving newly entered Records on upload
- Excel not saving newly entered Records on upload
- Home
- New users cause error getting home page options
- JavaScript error about Holds when loading a record type search panel
- E-Forms
- Submitting form with empty multi-option field causes error
- Field calculations are not always working
- Table columns with numeric option values do not always work
- Search
- Sorting results on a field with large values (> 50 characters) causes error
- Using variables in search values only works if they are at the beginning
- Calculations not computing number avg properly
- Record Type Link does not work properly with numeric values
- Older installations are having troubles searching due to Null Document IDs
- Line item data showing in search results
- Search and Recycle Bin time out if Records have large thumbnails
- Record
- Server error when print queue loads without any documents marked for printing
- Scanning utility does not force simplex when that is selected
- E-Forms are not editable in new viewer
- Entry screen allows some edits even when read only
- Entry grid (no record type) shifts left when adding new data element
- Documents are showing last uploaded first which needs to be changed to first first
- Document list errors out when empty category used in Defined Document
- Refresh button duplicates record type fields
- Indexing Automation
- Error happens when loading second indexing item
- Complete button does not work when indexing opened from Record screen
- Indexing screen won’t match totals if dollar signs used
- Copying line item with linked values that use different fields for Display vs Value does not work
- Login Page
- JavaScript error when background image not present for right-side panel
- Data Views
- Data View page hangs if too many data elements (groups) are returned
- Record Types
- Line item fields cannot be re-arranged using drag and drop
- Changing a Record Type results in a new “phantom” Record Type item added to list
- Entry
- Record Type Link does not work properly with numeric values
- Entering values with $ in the middle of them causes errors
- Entering values with format “#.# #” (i.e. 1.0 9) causes date conversion error
- Linked fields not working on numeric values
- Workflow
- Trigger actions not showing up
- Cannot set FROM email address to variable in Send Email action dialog
- Config Manager