Version 3.23
Release Date: 2018-12-15
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
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- Record Types
- Added Record Security to secure Records by field name/value pairs
- Made Cascading Option lists easier to maintain and re-order in Record Type setup screen
- Added ability to link Record Types so records from each type can easily relate to one another
- Added NOT logic to Record Type match logic
- System Options
- Allow administrator to specify the email address to use for test emails
- Added ability to set the Base Server URL as used in emails
- Added option to allow Public PDF form submissions (defaults to FALSE)
- Added ability to check for server updates
- Added support for Active Directory integration
- Security
- Added option for users to be able to reset their password themselves from the login page
- Added @RECORDLOCK data variable to lock Record from changes
- Added @MERGE data variable to allow newly uploaded Records to match and merge at the server
- Miscellaneous
- Updated all web client calls to use TLS 1.2 for future compatibility
- Added Preview option to Record thumbnails
- Reports
- Updated User Login Report to allow Admins to block an IP right from the report
- Added a User Password Resets report
- Added Action Taken to Current Work Items Report ‘Work Item Path’ pop up
- Changed date format to full format on workflow reports
- Added ‘Assigned To’ to the Current Work Items report CSV download
- Changed Storage Report to show all Record Types in single report
- Viewer
- Added viewing support for hosted video files (YouTube / Vimeo)
- Added button to attach an on-line video to a Record
- Enabled drag and drop upload from any area inside category panel – not just the heading
- Workflow
- Added Record Preview option to toolbar workflow list
- Added option for accepting email replies as workflow actions via “fast Lane” option (cloud only)
- Changed Workflow Console to remember filters between sessions
- Changed Workflow tool bar drop down to have filtering capabilities similar to Workflow Console
- Added ! as a NOT character for workflow actions
- Added Record preview to Workflow Console and Workflow Manager
- Updated workflow icons
- Added option for work trigger to be configured as a “Parallel Trigger“
- Home
- Added Record Preview option to record thumbnails
- Added Quick Start information for new users or any time when no panels are visible
- Integration
- Added a new Integration Option for PDF Form Submission
- Added “hidetoolbar” query string option for turning on/off the toolbar via Direct URLs
- Admin
- Added links to the Options page to download the latest Importer and Exporter installers
- Added ability to import multiple Teams in User CSV Import
- Toolbar
- Added CTRL-Click of Recent option to take you to your last viewed Record
- Added HOME button and change logo to go to Start page
- Added Custom Search option to the tool bar
- Change My Settings option to be a pop up instead of page
- E-Forms
- Changed CTRL-Z to not undo entire form when cursor is in fields
- Added option to replace the current e-form with an exported form/version
- Search
- Now showing Record ID, Date Created and Date Changed in search results
- Added ! as a NOT character for searches (acts the same as ~ character)
- Office Integration
- Added REG files to installer for 64-bit Office installations
- Record Screen
- Add Operation to Data Changed pop up report
- Variable Replacement
- Added REQUESTOREMAIL to the variable list
- REST
- Changed Login method to log into the login report every time it is called
- Added support for getting and clearing notifications
- Record Types
Fixes
This is a list of the issues we fixed since the previous release
-
- E-Forms
- Signature Pad fields marked as Required can be filled then cleared and still act as though it is still filled
- Form not loading when field verification required (JavaScript error)
- Record
- User without access can view Record if direct link known
- Reports
- User Login Report has IP and Date columns switched on CSV download
- Data Change Report – Audit values not deserializing properly
- Viewer
- Viewer print with IE does not work properly
- PDF INK annotations not rendering
- Search/Entry
- Auto-complete not working when using Link Limits in linked field types
- Search
- DOCID:# search not taking user directly to document
- Config Manager
- Config Manager will not load JSON files from disk
- Home
- ‘Search These Records’ function not working from Home / Asset Assigned panel
- E-Forms