Version 3.37
Release Date: 2021-01-16
Possible Breaking Change
This version changes the way table columns are being saved to the record. Previous to this version if you had a table that was set to “Save to Record” then the footer from the columns (i.e. SUM., AVG, etc.) of the table were saved into the record also with the field name being the name of the column. The field naming was causing issues when record fields were named the same as the table column names. We are now saving the data from the column into a record field with a name based on the pattern TABLE_COLUMN to help make sure the field names do not collide. Corrective Action: If you are saving table footer values to your record and are using that value in workflow or via variables, you will need to change the names you are referring to. Use the new TABLE_COLUMN specification. For instance, if the table is named “Table” and the column is “Amount” then instead of referring to that value as [Amount] you will need to use [Table_Amount].
Highlights
This is a brief summary of the more noteworthy new features
Required Document Enhancements: This version has a much-improved Required Documents interface. The Record screen has a new panel that shows all the required documents for the current Record and gives users easy buttons to upload or scan those documents into the record. It even supports our easy-to-use drag and drop method as well!
SubCategory Behavior Change: We have made a small changed to the way SubCategories display in the viewer. In previous versions when a Record has any document with a SubCategory specified then all SubCategory headers would show. If a SubCategory was blank then it would show “[No SubCategory]” in the heading. Starting with this version, if a SubCategory is blank then it will not show up as a separate heading – even if there are other documents with SubCategories in the Record.
Workflow Test Mode: There is a new workflow feature called “Test Mode” in this release. This feature allows admin users to test workflows without having to manually change the assigned users, email notifications or collaboration portals. Any trigger that has Test Mode turned ON will be assigned to the user currently logged in. Likewise, all email actions in that trigger will be changed to email only the logged in user. Collaboration portals sent out through that trigger will also be sent only to the logged in user. If turned on at the Trigger level then it only affects that one trigger. If turned on at the Process level then it affects any trigger contained in the Process.
Error Logging Added: We have added in a new Error Logging feature that is set to capture certain types of errors on the server. Currently it is set to catch database-related errors. In the future we will be adding other errors types. This reporting will aid administrators in troubleshooting problems. It can also help us detect issues earlier to fix problems before they become wide spread. There is a report available, for admins only, to show the errors. The Admin Overview screen also has a chart that shows the error count for the last 7 days.
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
-
- Record Screen
- Added new panel for easy upload/scan of required documents
- Added integration method that updates multiple fields at one time using screen scraping
- Added security on screen scrape integration
- Changed Sub Category behavior to not show empty Sub Category headings even if there are other Sub Categories showing
- Indexing Screen
- Added integration method that updates multiple fields at one time using screen scraping
- Added security on screen scrape integration
- Reports
- Now formatting user selection in the system’s standard format – Full Name (User Name)
- Workflow
- Added a Move/Copy Data action type to move or copy data between Records
- The workflow re-assign pop up dialog now shows users in 2 sections. The first section shows the users that are assigned to the work trigger and the second section shows all other users. This allows the assignment to go to anyone but shows the most likely users on top.
- Added Test Mode to Triggers and Processes to help with testing workflows without having to change assignments and emails
- Reorganized Auto-Index action panel to make it easier to use
- Added TEST button to the SFTP action in the admin screens to allow for testing connectivity without having to actually execute workflow
- In the Toolbar drop down we moved the “Clear Filters” button to the right
- Added option to workflow button to force the record screen to re-load with the new workflow information
- Added Document ID property to Doc Move / Copy Action so we can move/copy a specific document by ID
- Added icon to Process that shows if the process is configured to wait for all triggers to complete before leaving process
- Removed screen type icon from Processes
- Added action icon to action summary areas
- Required Documents
- Added pop up panel in Record screen to easily manage Required Documents
- Added support for configuring a Category as required or Category/SubCategory as required. This is in addition to the original Category/SubCategory/Name required setting.
- Added support for custom required document lists by using @RequiredDocument values.
- E-forms
- Added ability to set the “Data Settings” properties on Hidden fields
- Added option to not save field value if the field is not visible via the “Visible / Enabled When…” settings
- Added more icons – Sign, Doctor
- Added Form Banner field type which combines a logo with text
- Updated the Icon selector in the Display settings to show icon directly in the drop down list
- Added LOOPCTR as variable for use in repeater fields
- Added ability to use JSON to feed option lists
- Added more options for string parsing to fill option lists
- Now performing full variable replacement on redirect URLs instead of only replacing object IDs
- Changed the way table column values are saved into the record by using the the table and column name as the field name – TABLENAME_COLUMNNAME
- Changed name of ‘Line Items’ drag and drop field from E-form designer toolbox to ‘Line Item Table’
- Added icon to designer that shows when field has one of Visible/Hidden/Enabled/Disabled set
- Added “Not In List” to Visible/Hidden/Enabled/Disabled criteria
- Added Custom Value Format to optioStandardize Add New Option buttons for Radio and Optionsns and radio buttons when using the Add New Option setting
- Standardized “Add New Option” buttons for Radio and Options and made them follow Read Only setting
- Admin
- Renamed ‘System Overview’ panel to ‘Admin Dashboard’
- Added warning in Record Type fields and line item fields when using a field name that is the same as a reserved word
- Added Ctrl-Shift-V hot key for variable testing window
- Added ability for admins to use their own SMTP server for cloud sites
- Added ability for users to send emails in the Viewer from their own mail box. Requires admin setup in User screen.
- Search
- Added ‘Last 10 Searches” drop down list for fast recall of previous searches
- Variables
- Added CASE() variable
- Added configurable separators for DOCDATA(), WIDATA() and DOCIDS() variables
- Changed PROP() to return empty string if no object passed in
- Changed USER to return empty string if user is not found
- Changed JOIN to return empty string if property does not exist on JSON object
- Added DMGET2 as an enhanced Record search method
- Added VALIDFILENAME variable to remove unacceptable file characters from strings
- System
- Converted default FAVICON to PNG format for better efficiency
- Sped up Login page load time by approx 50%
- Sped up Search page load time by approx 10%
- Word Merge
- Updated image merge to use Alt Title first and if blank use Alt Description to account for versions of Word that do not support the Alt Title property
- Collaboration Portals
- Rearranged completion panel and made workflow buttons more prominent when all forms/docs complete
- Record Screen
Fixes
This is a list of the issues we fixed since the previous release
-
- E-forms
- Some pages not showing if ANY page hidden (applied to 3.36)
- Open URL action not working with replacements after workflow processing
- If 2 tables on form are set to Save to Record are also set to Line Items then the second table’s data overwrites the first
- Hidden and Disabled “One Of List” checks not working
- Table icons not always disabled when field is disabled via a container
- Container fields not properly handling max-height setting
- Add-Ins
- Action Set not saving data changes from Add-In
- Variables
- LOWER and UPPER variables do reverse logic
- REQUESTOR variable causes error
- Variable replacement not working with JSON in COUNT, MIN, MAX, SUM, AVG, JOIN and LOOP variables
- The LOOP and JOIN variables using JSON are returning values enclosed in quotes
- REGEX and REGEXREPLACE not handling pattern parsing properly
- MINUTE() and SECOND() overrides are adding Hours instead of Minutes and Seconds respectively
- FIELDDEL() not capturing the last element in list
- COUNT, MIN, MAX, SUM, AVG, JOIN, FIELDCOUNT, FIELDDEL, LOOP and data value variables including document and alt record data
- Indexing Automation
- Indexing Screen – Notes do not refresh when loading next Record
- Indexing Screen – Minus signs from negative values are being dropped when click indexing
- Indexing Screen – Negative numbers incorrectly matching positive values on total checks
- Variables
- JSON objects not being parsed properly
- IsJSON method having troubles with special characters
- Variable replacement not working with JSON data properly in COUNT, MIN, MAX, SUM, AVG, JOIN and LOOP variables
- USER() returns internal string if the specified user is not found when it should return empty value
- Record Screen
- Record Title error occasionally happens
- Users are getting prompt to save before leaving page when not needed
- Workflow processed via E-form that calls a step with an other E-form does not show workflow in proper E-form
- System
- Record/Document thumbnail fails when document is password protected PDF
- Email system not throwing an error when delivery fails
- Prompt Click Once web page error (random 500 error)
- Errors getting user agent before database initialized
- Admin
- Workflow list fails to load when it gets too big
- Admin screen scrolls incorrectly
- Record Type / Automation – Cannot add criteria until record type saved
- Workflow
- Work item summary emails not working when record security includes variables tied to current user
- Variable replacement not using Work Item variables in all places
- Parallel merge not working
- Setting next trigger from parallel merge to a trigger without users stops there when it should execute and continue
- Custom work item title does not use Work Item data values
- Help
- E-form help screen not coming up using F1 when in the E-form designer
- Reports
- OCR Results Report – Date range passed in with NumDays not working
- QuickBooks
- Class line item values causing XML errors
- Collaboration Portals
- Required E-form dependencies not saving when creating a new portal
- Error after workflow button clicked by external user
- Cannot edit portal’s Required E-forms when editing from within Record screen
- Windows Integration Add-Ins
- Send To utility not honoring the Delete Doc check box
- OCR
- Cannot process some PDFs after flattening the annotation layer
- Search
- Print All not working when Chrome is default PDF viewer
- E-forms