Release Date: 2020-04-25

 

Possible Breaking Change

We removed the “DAYSUNTIL_X” and “DAYSSINCE_X” built in self-computed fields. If you still need those computed fields you can make them now using our standard computed fields technology. Set the field to READ ONLY and set the field’s default value to “[DIFF([fieldName]|[DATE]|d)]” for Days Since and “[DIFF([DATE]|[fieldName]|d)]” for Days Until.

 

Possible Breaking Change

The PROP variable was updated in this release to conform better to JavaScript/JSON standards. Previously an object was processed as an array of 1 item. In order to read its values you needed to specify element 0 of the array. In this release an object is now treated as a single object and not as if it were in an array. This means you no longer can specify the element number for a simple object. Arrays are not impacted this this change.

BEFORE: [PROP([OBJ]|0|Name)], AFTER: [PROP([OBJ]|Name)]

 

Highlights

This is a brief summary of the most noteworthy new features

Change to UTC Time – All Workflow, OCR, and Retention functions are now being logged in UTC time. This will make it easier to see the true timeline of multiple processes that happen between time zones. All times are converted to your local time zone for display so most users will see no difference.

E-form Field RepeaterWe have added new functionality to the Panel field that allows it to query records and for each record found will duplicate the fields contained in the panel. This is especially useful for order forms where the form is built from an inventory-like record list. Users can maintain the Inventory records which in turn automatically updates the order form.

Updated Storage ReportThe new Storage Report not only breaks down the items per Record Type but also gives you the ability to purge by given Record Type. This gives you more control over what items you are purging when trying to save space.

Email Messages ReportWe added a new report for finding emails that were sent during a time period and by whom. Emails were always logged in the audit trail but going forward they will be logged separately in their own report space for ease of use and review.

Record Purge ChangeWe have updated the Record Purge logic to also delete all audit trail information for purged Records. We still keep an audit entry for the purge action but no meta data about the Record other than its unique ID are stored. This will help ensure full data purge compliance for sensitive applications.

More Drag and Drop Support in Viewer

        • Outlook: You can now drag and drop one or more messages directly from Outlook to your docMgt viewer if you are using Chrome or Edge. You can also drag and drop attachments directly from the email into the viewer.
        • Windows: We have improved the ability to drag and drop a folder into the viewer. Up to 100 files can be dragged into the viewer by dragging the folder itself onto a category. This is supported on Chrome, Edge and Firefox.

QuickBooks Online Support – We have added integration with QuickBooks Online. We currently support Bill Payment processing. This includes adding Bills, updating Check Numbers from Bills in QuickBooks Online back to docMgt. We also support synchronizing Vendors and Accounts to aid in the indexing process.

 

New and Updated Features

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

    • Workflow
      • Added ability to add multiple fields with the same name in the Search/Update and Search/Create actions
      • Updated layout of Assignments section in admin
      • Changed workflow description to include linked field display values
      • Added Parallel Workflow Processing including a new Parallel Merge action type
      • Document Move/Copy Action – Added ability to do use Document Data search values
      • Updated Create E-form action to store the ID of the Document created into a field
      • Added work item re-assignment actions to the standard workflow action list
      • Added ability to use variables in filter check “Field Name” for greater flexibility
      • Updated Auto Split logic so ALL, OCR and BARCODE instances are handled consistently
      • Added Action to add Holds to Records
      • Added Action to remove Holds from Records
      • Updated Expectations panel to new format
      • Launch URL Action can now have the new window target specified
      • Launch URL Action now usable from Record screen, Indexing screen and Workflow console
      • Changed AUTO-CLASSIFY action to preserve initial document properties if they are not updated
      • Added ‘Related Items’ panel to Action Sets to show links to Work Triggers and Add-Ins
      • Changed Notification option to default OFF
      • Added value anchor settings to the Auto-Index logic in the Enterprise Edition
      • Auto-Index – Added button to duplicate a field definition
      • Auto-Index – Changed default setting for overwrite to YES
      • When saving a Trigger the work trigger order is fully updated at the same time
      • Added in ability to check for presence of full text data using the Document Existence filter check
      • Added ability to split records using blank pages
      • Added Active option to Follow Up actions so they can be deactivated as needed
      • Workflow Console – Added option to process multiple workflow items at once
      • Workflow Console – Now prompting if more than 500 items will be loaded
      • Workflow Console – Changed item layout to not let long values take over entire row
      • Admin – Updated trigger activity report to show true count of all items in trigger
      • Added ability to cancel all workflows for record except the current one
      • Set Team Check default setting to Current User
      • Added filter check to see if current user is Internal or External (mostly used in portals and external forms)
      • Added support for E-forms in the Extract Data action
    • Reports
      • Updated the Storage Report to show resources being used by Active items and Deleted items that need purging
      • Added ability for Administrators to purge records and documents from any record type using the Storage Report
      • Added ‘No Record Type’ totals to storage report download CSV
      • Added Email report to show who sent emails, when and to whom
      • Added Document ID parameter to Current Work Items and Work Item History reports
    • Record Types
      • Re-worked Record Type Links panel to make it more intuitive
      • Changed Record Type list to show number of Record Type Links rather than number of Retention Items
      • Added ability to define computed fields which are computed at retrieval time
      • Removed DAYSSINCE and DAYSUNTIL built in computed fields and replaced with the new computed field system
      • Record Type Retention was made much more efficient with this release by querying out only the records that need to be reviewed instead of all records that MAY need to be reviewed.
      • Added multi-add for Sub Categories
      • Arranged Category panel to make it easier to follow and be more standardized
      • In admin, when adding multiple fields we are now replacing spaces in field names
    • Indexing Automation
      • Fill in linked auto-complete fields when click indexing used in indexing screen
      • Changed logic for the Auto Classify in two ways
        • if no match is found the system preserves the original Cat/SubCat/Name for document
        • If match found but no Category is specified then the original category is used – same with sub cat and name
    • Multi-Tenant
      • Changed billing report to show current count and have average in hover instead of vice versa
      • Added parent account name in the user list
    • Viewer
      • Added user option to always show the Category and Sub Category options (Edit, Upload, etc)
      • Changed Category and Sub Category options to show on hover instead of click
      • Added Document Data editing capability for documents that are not E-forms
      • Added option to view document thumbnails with larger size
      • Added new hotkeys for selecting pages
      • Now showing coordinates when hovering over full text words in left panel
      • Changed Document OCR and Document Notes buttons to toggle their respective settings instead of making them “on only”
      • Updated look of thumbnail and page selector buttons
      • Changed standard viewer to download directly from Azure SAS when available
      • Added drag and drop from Outlook to the viewer while using Chrome (version 76 or higher) or Edge (Windows 10 1709 or higher)
      • Added folder drag and drop which will upload up to 100 documents from a folder into the viewer at one time
      • Linked Records – You can now use Alt-Click open in record new window or Ctrl-Click open in same window without the preview
    • Variables
      • Updated [MATH] method to treat blank values as 0 for calculation
      • Updated [COUNT], [MIN], [MAX], [SUM], [AVG], [JOIN], [LOOP] variables to be able to use fields from the alternate record using << and >>
      • Added UTC versions of date variables – i.e. [DATEUTC], [TIMEUTC], [HOURUTC], etc
      • Changed COLUMNS variable to accept line split so it can format an entire file at once
      • Changed [PROP] to return blank value if property does not exist on object or when value does not exist in Record
      • Added TOLINEITEMS() to parse text blobs into line item data
    • System
      • Changed audit logging to not log a Record change event when the thumbnail is updated by a simple view
      • Simplified public document sharing by not requiring a system-wide setting to enable it. Now controlled only by Record Type setting.
      • Added Email logging
      • Record purging now deletes all audit log data for that Record except for the log entry that the Record was purged.
      • Added code and made changes to avoid the Chrome Auto-Complete bug/issue
      • Updated toolbar to show + after 99 W/F items
      • Updated toolbar to show counts in square containers instead of round
      • Added Time Zone information to the Support pop up screen
      • Added ability to use F5 in numeric fields
    • Record Preview
      • Added ‘Please Wait’ spinner while loading documents
    • E-forms
      • Added option to override a field’s value from the Document data table
      • Added behavior where record type links in line item tables are presented as drop downs
      • Added Content-Security-Policy support to iframe options
      • Added option for Number fields to add to form calculations if the “Include in Totals” check box is selected for the field
      • Added “copy line” option to E-form tables
      • Added Credit Card authorization flow that works with Point & Pay – https://www.pointandpay.com/
      • Add ability to get the selected “Amount” value from the Radio buttons and Option lists using {fieldname:amount}
      • If E-form creation and routing results in deleting the newly created record, user is redirected back to Home page
      • Changed Date fields’ default value setting so non-dates can be entered – i.e. variables like [DATE] now can be typed in
    • Add-Ins
      • Action to add Holds to Records
      • Action to remove Holds from Records
    • Record Screen
      • Added option to initiate scanning from URL commands
      • After finishing a work item the URL will now update to have the new “current” workflow ID so a page refresh will reload the proper workflow item
      • Changed to allow routing Record even if user is already in routing context
      • Added customizable Record Screen Title that allows customization of the Record Screen title above the top panel – including color
      • If route completion deletes current Record then user is redirected to Home page
      • If the user manually routes a record and they are in the list of users the item routes to they are now prompted to open that item
      • Added workflow controls to Document panel
    • Direct URL Integration
      • Added ability to initiate a scan operation from all direct URL calls
    • Search
      • Added multi-search for linked fields. Does not use auto complete but rather uses the ID value entry
      • Sped up searches where linked fields are used with display values using the Slow Mode option
      • Added option to cancel long-running Add-In processing
      • Added CTRL-Click on column heading to sort descending
      • Speed up search page by removing unnecessary data loading
      • Added Document SubCategory and Document Name to Advanced search
      • Updated the look of the pop up search panel
      • Added NOT LIKE search capability by using !text%
      • Added ability to search by Document Count and Page Count
      • Changed hover highlighting logic from JavaScript to CSS
      • Allow Add-Ins to be run against ALL results and not just the checked ones
    • PDF Merging
      • Added ability to remove annotations using matching logic on the annotation Subject values
    • Branding
      • Changed uploaded images to store as Public Document Shares instead of embedding image in the UI code itself
      • Changed right panel of login screen to move link text to the bottom of the image and space out the other text lines
    • Collaboration Portals
      • Changed workflow buttons so they take on the colors defined in admin
      • Added option to use the standard email template or start with blank email
      • Add option to E-forms to use existing forms in portals rather than using only their own
      • Added SubCategory support
    • REST
      • Added ability to cancel a specific workflow item
      • Added ability to cancel all workflow for a Record
      • Added ability to filter work items based on full search filter
      • Added SubCategory and NumPages to Document search
      • Added NOT logic to Cat, SubCat, Name and FileName for Document Searches

 

 

Fixes

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

    • Viewer
      • Splitting any doc type other than PDF makes the resulting documents not viewable
      • Sub Cat and Doc Name selectors not updating properly during Add, New or Edit functions
      • The scanning interface is not properly showing the Cat / Sub Cat / Name selections
      • Linked Records showing too many matches if based on multiple fields and any of the link values are blank
      • Split into 2 docs feature copies document instead
      • New document share link not available until list reloaded
      • Data Audit Log – If user has no first or last name then nothing shows for user
      • Hidden line item field still showing header in panel
    • System
      • Values with 2 commas are being interpreted as dates – i.e. 1,2,3 is shown as 1/2/2003
      • Audit – User objects are being saved in Audit log with passwords showing
      • Premise OCR not working on all server configurations
      • Add-Ins – Not saving Record/Document changes when using Action Sets
    • Record Types
      • Linked Fields with blank values causing incorrect matches in Search and Linked Records
      • Extra spaces at beginning or end of filter values cause security to not work properly
      • Line Item fields not limited to those types that are supported at the line item level
    • E-forms
      • Calculated fields are saving their state during design time instead of computing in real time
      • Fields still require entry if they are inside of containers that are disabled
      • “Other” option for radio field not allowing users to type in custom value
      • “Previous page” button icon not correct
      • If a routed document no longer exists in current Record then an error is thrown
      • We are now updating the browser URL when new E-form is saved so the proper ID is in the URL
      • Shopping Cart – Moved Amount and Taxable to main options
      • E-form Editor – Dragging a field in the designer breaks Visible/Enable links as well as Get Value From
      • Intermittent error when viewing E-form from portal
    • Workflow
      • Cancel action not working in Process Actions
      • Processes not executing their Assignment Actions or Completion Actions
      • Extract Data Action – When using full cell names (sheet!cell:cell) the data values do not merge properly
      • Clicking on trigger then and canceling makes trigger no longer clickable
      • Search/Create with Routing causes routed records to have improperly formatted data
      • Filter check with !# matches if the field does not exist
      • Workflow Console – Fast lane buttons that should be hidden are showing up
      • Auto-Split not working when selecting split on value change
      • Ad hoc routing not sending notification emails
      • Admin – Selecting field value in Activation Rules value check sets TO and FROM values
      • Workflow does not continue after completing out of a process
      • Switching Record context leaves the document context in place when it should not
      • If a document no longer exists in Record that was routed then an error is thrown
      • Parallel items not waiting for all users
      • Orphan triggers that call themselves cause looping issue
      • Follow up actions in Retention not saving Record and Document data changes
      • Follow Up actions only processing half of the items at a time (skipping due to list paging)
      • Follow-Up recurrence not working if not changed from default (initial value not really set)
      • Blank values not working for Document Value Check
      • E-form Only view not working for ‘currently routed item’ option
    • Reports
      • Missing Documents report fails with error
      • Document Share Report is showing deleted documents or in deleted records and cannot delete them
    • Search
      • Linked fields and line items not properly showing display value
      • “Merge Checked Records” incorrectly spelled “Merged Checked Records”
      • Sorting not always working properly on Search results screen
      • Total calculations in search grid footer do not properly update when adding more items to results or when changing Num Per Page setting
      • Records not opening in workflow context when “assigned to me” used
      • Cannot search for numeric values using “Starts With”
      • Hovering on a read only record makes text too light to read
      • Linked records not showing display values when EntryMode setting used on fields
    • Office Add-Ins
      • Showing an error when trying to use the printer
    • Direct URL Integration
      • SearchFieldValue, SearchValue and SearchRecordTypeValue not working
    • Home Screen
      • Panels not showing up for some users
    • Retention / Workflow
      • Only the first 25 Work Triggers are being evaluated for Follow Ups and Expectations
    • Indexing Automation
      • Indexing – Line Items – Hidden fields are not properly compensated for in the footer area
      • Indexing – Line Items – A hidden field as the last field prevents tabbing to new line
      • Indexing – Line Items – Column headers can run together if too long for screen
      • Indexing – Numeric values incorrectly formatting to 2 decimal places (ZIP, etc)
    • Collaboration Portals
      • E-forms saved from portals are causing duplicate E-form documents in Record
    • Bookmarklets
      • Empty query string parameter causes error
    • Multi-Tenant
      • Download dialog COPY button does not copy the correct download link
      • Billing “Trending” label reversed

 

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