Release Notes – Version 3.22

Version 3.22

Release Date: 2018-11-03

New and Updated Features

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

• • Record Screen
    • Added ability to dock panels as full width or half width
    • Added option for tall or short panels
    • Added support for embedding Add-Ins as panels
    • Swapped Scan/Upload icons on Category panel header
    • Added option for users to cancel asset requests directly from Record page
  • Record Types
    • Added Record Type name to header when editing
    • Added icons to record type definition and display
  • Add-Ins
    • Changed icon selector to standard icon list selector
    • Added options to use add-ins from the search results page
    • Added option to show add-in for records that have NO record type
    • Added support for embedding Add-Ins as panels ion the Home and Record pages
  • Workflow
    • Added search capability to the icon selector
    • Added auto-classify option to be able to classify documents inside of a Record based on the Record Type’s Defined Documents list
    • Added ‘Started’ line to tool bar workflow list items
    • Added option for workflow buttons to perform a data save before processing (Record screen and Indexing screen only)
    • Added option for workflow buttons to be able to be “quick clicked” in the workflow console
    • Added action to change Due Date and Global Due Date
    • Added action to delete Full Text data from database
    • Added description/notes field to triggers to better explain their usage
    • Added Asset Tracking actions to detect when workflow is triggered by an Asset Request or an Asset ASsignment.
    • Added Asset Tracking Workflow option to enable the asset tracking to interact with the workflow system
    • Added Cancel Asset Request action
    • Changed wording of default workflow notifications to remove the word “Assigned” so it would not conflict with asset tracking wording
  • Viewer
    • Added document page count into document list
    • Added option to rebuild document with only checked pages
    • Make auto-scroll more dependable when opening docs
  • System
    • Removed number icons from all header menus except Workflow
    • Made record type drop-down in tool bar left aligned
    • Added Asset Request / Workflow interaction
  • E-Forms
    • Added title of color name to color picker
    • Added Default Value setting for color picker
    • Updated look of color picker
    • Added support for workflow note prompts
    • Added variable replacement logic using the column value
    • Added setting to keep Option Lists in sync with the Record Type option list
  • Home
    • Added option for tall or short panels
    • Added support for embedding Add-Ins as panels
  • OCR
    • Added ability to use @FIRSTNPAGES variable to set the number of pages to OCR from the beginning of the document
  • Search
    • Changed search logic so entering one date is open-ended range and not exact search
  • NetLabels
    • Added a Name property so the same design could be used more than once
  • Reports
    • Asset Assignments – Status check box needs to be a drop down so users can select from 3 options instead of 2
    • Added Missing Sequence report
  • Scanning
    • Updated look of the scanning application
  • Asset Tracking
    • Add Record Type name to Request notification emails

Fixes

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

• • Home
    • Canceling an Asset Request does not remove it from the list
    • Asset Requests show object code instead of Record values in list view
    • Added ability to dock panels as full width or half width
  • Workflow
    • Tool bar workflow drop down items not sorted properly
    • Cannot use HTML encoded characters in variables within email body (<, >, <=, >=, <> all convert to &gt;, etc before variable replacement)
    • Search action summary screen shows “between FROM and FROM” in admin section
    • Hitting ENTER in top section of workflow designer changes the first condition
    • Workflow Console takes too long to load when there is a lot of history
  • E-Forms
    • Only max of 25 users show up in User option list
    • Only max of 25 users show up in Team option list
    • Option list not selecting default value
    • Color picker does not show required color in designer
  • Reports
    • Asset Status Report fails when Record does not contain a defined field
    • OCR Results report shows error when auto-refreshing with no entries in report
    • User lists load slowly on all reports
  • Indexing Automation
    • Auto-Index does not recognize words from pages after split operation is committed when using new OCR method

• • Variable Replacement
    • Two Variables back to back with ][ touching skips second one
  • Viewer
    • When dragging a document all category counts go to 1
    • Category (not documents) shows in list for users who do not have access to that Category
  • Add-Ins
    • Add-Ins not showing in Records that have no Record Type
  • System
    • Layout flashes back and forth when resizing
    • Propagating a user’s options to all can erase ALL users’ settings if the user whose options are propagated has no Home options set
    • Field Selector shrinks when no Record Type selected
  • OCR
    • System not completing workflow if OCR job had to retry
    • Cloud OCR using Coordinated Universal Time for all date/time stamping instead of the preferred time zone
  • Search
    • Multi-value option list searching not available in search screen
    • Searching with or without documents not working in search screen
    • Blank record type field headers cause JavaScript error
    • Container link shows even if container data empty