Version 3.28

Release Date: 2019-06-22

Possible Breaking Change

Client components for version 3.28 are now compiled against .NET 4.7.2. This means all users who use the client applications (In-Line Importer, In-Line Exporter, In-Line Scanning, NetLabels and Office Integration) must have at least .NET 4.7.2 or higher to run the components.

 

New and Updated Features

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

    • Client Tools
      • In-Line Importer updated to .NET 4.7.2
      • In-Line Exporter updated to .NET 4.7.2
      • In-Line Scanning updated to .NET 4.7.2
      • NetLabels utility updated to .NET 4.7.2
      • In-Line Exporter updated to do direct download from cloud platform if connection available
    • Workflow
      • Added action options for all Indexing Automation features instead of just using record data
      • Change Workflow Console work item title color to match branding inner heading color
      • Updated Workflow Console to show better separation between workflow items
      • Added ability run reports on processes (include all children) via reporting screens and administration screens
      • Added option to open docs from specific Cat/Name in workflow trigger
      • Added Admin option to set a custom value for the description of the record that is routed
      • Updated Email action to include documents by partial name/category match
    • Viewer
      • Added paged navigation of large document lists and large category lists
      • Made text-based files (TXT, URL, INI, LOG and JSON) editable in viewer
      • Make text-based files able to be previewed
      • Added ability to create new documents of specific types from within the viewer (TXT, DOCX, XLSX, PPTX, PDF)
      • Changed the unload/load cycle of the viewer to not snap up and down when moving from document to document or page to page
    • Indexing Automation
      • Changed default file format for all split/merge operations to PDF instead of TIF
    • Admin
      • Added options for applying selected user’s settings to All users or to select users
      • Added Related Items panel to Teams
      • Added “Save and Close” options to all editable item types
      • Added multi-select delete capabilities to most list screens
      • Address and phone fields to user accounts
      • Rename Record Type’s ‘Auto-Processing’ tab to Retention and Routing
    • E-Forms
      • Users – Changed public password field to have focus on load and to allow enter key for submitting
    • Record Types
      • Added options to show the Document Count and Page Count to search results (grid view only)
      • Added ability to add multiple Field Names in one multi-line entry
      • Added ability to add multiple Field Names via a CSV file
      • Added ability to add multiple Categories in one multi-line entry
      • Added ability to add multiple Document Names in one multi-line entry
      • Added Unique value checking to help enforce unique records requirements on new Records added
      • Added Match and Merge value checking to automatically merge new records into existing records
    • QuickBooks
      • Changed sync query to grab max of 100 work items per sync
      • Changed web connector sync to take control of the sync work item as it processes so it is not available for another user
      • Change sync to perform the operations in chunks instead of all at once (QB default is all at once)
    • Indexing Automation
      • Indexing – Added support for YYYYMMDD for date indexing (must be 8 digits)
      • Indexing – Changed date and number fields to be smaller to make more room for other field types
    • Variables
      • Added support for LEN variable to calculate string length
      • Added support for negative values for start position for SUBSTR variable
      • Added MATCH variable type
      • Added IsEmailValid() variable to check if an incoming value is a valid email address
      • Added RECORDDESCRIPTION variable
      • Added DOCUMENTCAT variable
      • Added basic LOOP command
      • Added ALPHANUM, ALPHA and NUM variables
      • Added REGEXREPLACE variable
    • dmRESTHelper
      • dmRESTHelper updated to use .NET 4.7.2
    • System
      • Added document caching to aid in parsing large files
      • Added internal capability to search by document data
      • Change default email template to NOT show the default “this is from an un-monitored box” message
    • Multi-Tenant
      • Added description field to system for general use
      • Moved Add Site function to pop up to make more room
    • Search
      • Advanced Search section in toolbar search screen stays open until you toggle it back off
      • Added option to set the default mode to open clicked record in new window or current window
      • When ALT key held during record click, the alternate open mode will be used for that click (same or new window)
      • Added red border around record that was last opened
      • Set up database to allow for sorting on multiple fields (interface to match at later date)
      • Added ability by search for Created Date and Changed Date
      • Set the sort on the search page to match the sort on the way in
      • Added percentage graphic display when using numeric field with percentage formatting
      • Made search page more efficient and more responsive
      • Added line item data into the search results in the expanded view
      • Added ability to search latest records inside Record Type
    • Recycle Bin
      • Added ability to filter recycle bin by date deleted
    • REST
      • Added full document searching capability

Fixes

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

    • PDF Merge (Viewer and Workflow)
      • PDF Form Merge overwrites form field values
      • PDFs without forms fail when being merged
    • E-Forms
      • E-Form not correctly evaluating internal and external users
      • E-Form buttons are not using the correct colors
      • Field Hide/Show options not saved between form edit sessions
      • Credit Card field not working on large forms – timing issue
      • E-Form edit Cancel button fails when opened from e-form drop down
    • Data Values
      • Data values with commas are converted to standard number format even when the comma was from a list. Changed to treating commas as string unless it is accompanied by a decimal point.
      • Saving data using its own name as variable causes infinite loop
    • QuickBooks
      • Sync causes all work items to be retrieved for all users instead of just the ones for the sync user
      • Large account syncs cause failures due to too large of a return data set
      • Error populating check numbers (index out of range)
      • Check number sync using invoice numbers from other vendors
    • Workflow
      • Email address variables not being replaced if variable used directly in email TO field
      • Search/Update action is updating source record multiple times in order rather than just using the first one
      • Workflow notes not showing name of user who initiated them
      • Spelling Error in admin workflow panel – Buttons – Title tag of Save Record Automatically checkbox
    • Spelling
      • SFTP options have misspelled ‘exposure’ as ‘expose’
    • Admin
      • User Admin – Error when performing a user’s previous search
      • Double-clicking entry in list causes that entry to overload last entry
      • Long titles cause issues clicking on right-aligned buttons
      • Help buttons not working in panel title headers
    • System
      • Image Render library can cause erroneous errors to be written to error log
      • Number formatting not working on single digit numbers
    • Auto-Complete
      • Issue when Value and Display different and user types and moves off before auto-complete finishes
    • Home
      • Cannot manage more than one custom search panel
    • Record
      • When opening document in Record screen you lose the WFID variable
    • Indexing Automation
      • Indexing – Linked fields are treated as required even if not configured that way
    • Viewer
      • RTF document type does not compute page count properly
    • Search
      • Category drop down button shows on next line when no categories efined

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