Release Notes – Version 3.17

Brad Vossler

7 years ago

Version 3.17

Release Date: 2018-03-24

New and Updated Features

- 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

Fixes

- 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