Version 3.26
Release Date: 2019-03-30
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
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- Client Utilities
- Updated all client utilities to use TLS version 1.2 for enhanced security
- E-Forms
- Added ‘transparent’ option to color pickers
- Added “Fixed Column Height” option to Flex Column fields
- Updated Address block (City, State, ZIP) to use Flex Columns for layout
- Added option to set form max width
- Added option to use hyphen to keep panel title visible with no text
- Added “Center” alignment for labels which places the label under the field
- Added option to align Radio Buttons as left, center or right
- Added Custom Style settings for Form, Page and Field levels
- Added option to show the SAVE button while in workflow
- Added text alignment property to TextArea, Phone and Email fields
- Added ability to set Amount values (apply to Total Amount of form) per color in the Color Picker field
- Added variable replacement support to document name/category
- Added button in E-Form panel (New Admin) to Copy the Public URL of the form
- Added branding colors as replacement options for form, page and field color options
- Record
- Added CTRL-Click to words in OCR Panel to be able to perform global search on clicked word
- Added image word hover highlighting with CTRL-Click to search when OCR Panel is open
- Search
- Moved SAVE button in the Saved Search drop down panel to the footer
- Added SAVE button to Search page to save searches from the actual search results screen
- Multi-Tenant
- Added link to web site on billing page
- Added “Change PAssword” function
- Workflow
- Added ability to spawn child a workflow from Create and Search/Create actions
- Added option to auto-complete parent if last child is completed
- Increased speed of email delivery which also speed up workflow processing
- Added ‘Processes’ which contain their own triggers and child processes
- Office Integration
- Changed BACK button on Record screen to say BACK TO LOGIN to avoid confusion
- Indexing Automation
- Added support for JPG and GIF files in indexing screens
- QuickBooks
- Now bringing Account Number over for accounts so it can be used for indexing
- Admin
- Added help section for the new Administration screens
- Added option to use the New or Old admin system by default
- Added important information to admin screens such as security risks and performance issues
- Home
- Added ability to place Saved Searches on the Home page as panels
- Added behavior to Home panels where if all Records in panel are from one Record Type then the List View shows in formatted grid
- Made list view panels show only as many columns as can be shown nicely at view size (like search results page)
- Record Types
- Added option for populating multiple fields when selecting an item in a Linked Field
- Change Linked Records to not return current record’s record type twice when linking a Record Type to itself
- Added permissions to documents based on Record values
- Added option to Link Limits to have extra limits placed on Entry mode (to avoid inactive records for new entry)
- Variables
- Added branding colors and branding image URLs to variables
- Client Utilities
Fixes
This is a list of the issues we fixed since the previous release
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- Record
- Save prompt happens when line items shown even if no changes made
- IE will not load the page properly (this fix was integrated into 3.25 release)
- New E-Form submission from Record page does not refresh the meta data
- Extra space in RecordType variable definition causes record screen to not match to record type
- Cannot download non-printable document types
- ‘Print Document’ function not sizing output PDF correctly
- Workflow buttons showing for next step even if it is not my step
- PDFs with certain, specific properties are not rendering
- Document name selectors not showing for predefined document names
- Indexing Automation
- Indexing – Record type variables not set properly when changing record from one Record Type to another
- Some document page counts return a large negative number due to error parsing document
- Indexing – Cursor bounces between fields
- Indexing – User list fields not displaying users in the drop down list
- Multi-Tenant
- Billing report has wrong page count due to negative page counts in documents table
- Workflow
- Admin Beta – Delete work trigger not working from trigger list
- Using E-Form as initial view of work item causes Record values to be blanked out if form fields are blank
- SQL Server
- Added more logic to avoid deadlocks during search
- REST
- Changed Login method to write into the login report every time it is called
- Upload Document (documents/#/binary POST) not working unless SkipRevision set to False
- Office Integration
- URL not correct for the “open after upload” option
- Tray application errors on load and errors opening settings
- OCR
- Not performing OCR on normal images (PNG, JG, GIF, etc)
- Site
- Icons not showing. Needed to update CDN URL to new URL scheme for FontAwesome
- E-Forms
- Public E-Forms not passing query string when redirected from custom name
- Search
- User list fields not displaying users in the drop down list
- Config Manager
- Too many e-forms in config file breaks import
- QuickBooks
- Vendors and Customers not being deactivated during sync
- Record