Version 4.05
Release Date: 2022-08-27
Important Interface Updates
The following updates are highlighted because they may affect the way users interact with the system.
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- Viewer
- Removed ‘Required Documents’ menu option from Document list drop down since it is already on bottom of screen
- Moved ‘Classify Documents’ option from the Document list drop down to the Record screen bottom-right pop-up menu
- Added resizer to viewer so users can customize the size of their viewer screen
- Added ‘Data Change Report’ button in RAW data view
- Search
- Added option in Search results to turn on “Copy to Clipboard” icon for data values. Option is in the ellipse icon drop-down.
- Viewer
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
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- E-Forms
- Added variable replacement on “Hidden/Visible When” value strings (basic user, record and document values only)
- Added ‘Contains’ logic to hidden/visible so you can compare to a multi-option list or a string
- Set browser tab title using E-form name when form loaded
- Made E-forms more print-friendly by leaving field position in place during print
- Changed data save logic to delete record variables with empty values after E-form save
- Added ‘Copy to Clipboard’ action to Button field
- Added ability to compute table cell values based on other tables and outside variables
- Workflow
- Add ‘RecordCtr’ variable value to Search and Update action
- Add ‘RecordCtr’ variable value to Search and Create action
- Added ‘Save Record’ action type to save the active record
- Added ‘Reload Record’ action type to reload the data for the active record
- Move/Copy Data action – Add field name setting to only copy data with matching name
- Added timers to the action logging
- Added “Create Report File” action to run system reports and save them as CSV files in active Record
- Auto-Index Action – Added REGEX replacement logic to remove unwanted characters such as [ and ]
- Auto-Index – Added REGEX matching to the Anchor logic
- Added action type to add new users
- Added ‘Has Documents’ search option to all “Search and …” actions
- Changed Dynamic assignment section logic so if the value is a variable then the return value from that variable is the User or Team name for assignment. Previous versions would use the return value to find a field with that name.
- Added Document Loop action
- Added Line Item Loop action
- Added Table Row Loop action
- Changed Search and Calculate to use [OP:FIELDNAME] syntax for its return values (i.e. [AVG:Amount]). The old syntax of [FIELDNAME-OP] (i.e. [Amount-AVG]) is still available for backward compatibility.
- Added “Set Alternate Record” action to be able to have 2 records in memory for faster processing
- Action – Swap Record / Alternate
- Renamed “Set Context” actions to “Set Active” to make them easier to understand. I.e. “Set Record Context” is now “Set Active Record”
- Add Record Note – Added Alternate Record setting to add note to Alternate Record
- Add Hold – Added Alternate Record setting to add hold to Alternate Record
- Remove Hold – Added Alternate Record setting to remove hold from Alternate Record
- Record Field Update – Added Alternate Record setting to make changes to alternate Record
- Record Multi-Value Update – Added Alternate Record setting to make changes to alternate Record
- Added option for condensed workflow list in toolbar
- Updated workflow designer so triggers can be dropped into empty processes
- Updated workflow designer so button actions can be dropped into empty button action lists
- Add LINECTR to action Rules (Filter Group Match) so it can be used to do value checks
- Data Update Actions – You can use line number -1 to update all line items at one time
- Value matching – Matching to * will match any value
- Re-Order Line Items Action – Re-numbers line items to remove gaps in sequence caused by automated line deletions
- QuickBooks
- Desktop – Added Phone and Email address to vendor sync values
- QBO – Added Phone and Email address to vendor sync values
- Home
- Added blue message bar for informational messages – use “?info=abc” in URL to display message
- OCR
- Updated manual OCR to only look for the default barcodes – 3 of 9, 2 of 5, Code 128 and QR
- Admin
- Document Security – Allow variables in security checks
- Record Types – Show Requirement Level setting only for Header fields
- Record Types – Added setting to not show fields in Entry or Search (Search Results Only)
- Record Types – Added setting to Record Security where you can secure records for users who are NOT in teams
- Record Types – Updated Record Security to be able to specify an OR using -OR- syntax
- Users – Added ‘Manager’ property to select a user’s manager/supervisor. Designed to be used for approval workflows, etc.
- Changed default # months for storing audit logs to 6
- Changed workflow, add-ins and action sets to close edit screen with Escape key
- Retention
- Changed retention to loop through records instead of omitting them with # since that can be a very slow search
- System
- Updated Bootstrap icons to version 1.9.1
- Changed docMgt references to DocMgt to match new branding
- Branding
- Updated default branding with newer V4 look
- Search
- Added option to show Copy icon to copy data values to clipboard
- Added option to hide fields from search results columns
- Variables
- Added SEARCH_<fieldname> variables for use when searching
- NOTNULL – Adds text before and/or after value only if value not blank
- Added ‘Manager’ property support to [USER()] and [USERS()] variables
- Added [DMGETOPTIONS()] variable that searches record data and formats it to fill radio, option and multi-option fields in E-forms
- CURRENCY – Returns the current currency symbol
- Viewer
- Added ability for users to re-size the document list/view panels
- Removed ‘Required Documents’ menu option from Document list drop down since it is already on bottom of screen
- Moved ‘Classify Documents’ menu option to Record bottom-right pop-up menu
- Updated layout so document list would not wrap so badly on smaller size screens
- Reports
- Added ID column to the workflow reports (allows easier review in change logs)
- Added ‘Work Item Current” as an object type
- Active Directory Sync
- Added more logging to track issues
- Added option to set new users’ Force Password Change setting on or off
- Added option to specify Domain Server for sync operations (instead of using default AD setting)
- Added option to specify AD container to use instead of root
- Multi-Factor Authentication (MFA)
- Updated the way MFA with App is configured – see article
- Add-Ins
- Embedded Add-ins – Set browser tab title based on the Add-In name
- REST
- Added Manager property to User object
- Added EformID to Document object
- Added DocumentID to Data object
- Record Screen
- Added data change reporting to the RAW data entries for users who have admin & reporting rights
- Stamps
- Set max width/height to 300px instead of 600px during upload to reduce image size
- Added message to keep image sizes as small as possible
- Personal Work Queue
- Changed ‘Complete’ message to blue info message instead of red ‘alert’ message
- E-Forms
Fixes
This is a list of the issues we fixed since the previous release
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- Admin
- Misspelling – ‘Minutes’ is misspelled ‘Minnutes’ in workflow Expectations panel
- Software – License code not working for license request
- Document Security – cannot remove record security entries
- Dialogs close without saving when clicking to other options
- User Edit – Expire date not formatted properly
- Record Types – Total Field setting for line-item number files is missing
- Record Type Field “Show Field” setting has duplicate “Search and Entry” options
- CRON editor not producing valid CRON statements
- Workflow
- Auto-Split causes document storage issue by naming output docs with “PDF” instead of “pdf” (applied to version 4.04 cloud)
- Record Search and Update has sort property on the Update panel
- Wrong labels on some buttons
- Line Item Matching action cannot click any config tabs
- ID and Receipt indexing actions not saving the CLEAN option
- Auto-Index – Bar codes causing mismatch anchor matches
- Reassign Actions are only working if there are Working Actions defined
- Cannot save data changes in workflow prompt unless notes entered
- Reverse Lookup Validator – Error when Disqualify setting is blank
- Cancel Work Item – Stops processing actions in current work item when set to cancel others
- QBO – Invoice save fails if dollar amounts have currency symbol
- Auto-Split – Non-PDF files that are single page are not re-created as PDF but still have their extension set as PDF
- Follow-Up Actions – Selecting one follow-up action’s tabs switches all follow-up actions’ tabs
- Split Action is always routing records even when not in workflow (i.e. called from Add-Ins)
- Value updates not working if new value is the same but with different casing (i.e. upper case vs lower case)
- Record
- After Add-In runs, deleted document still shows if it was open before add-in ran
- Edit panel not updating when moving to other work item
- Add-Ins
- Merge template action errors out if called from toolbar Add-In
- Component
- Multi-line entry without values returns array with single empty value instead of empty array
- Field selector does not always allow for changing record types
- System
- Report download function showing error if <DocType> exists
- Multi-Select fields not showing name of item that has ID=0
- Security – record security not honoring the “all users” team
- Security – document security not honoring the “all users” team
- Record Security not working when user was limited by more than one security rule
- E-forms
- Label ‘Align Right’ setting not working
- Image and Barcode fields do not support variable replacement
- Field in a container that is in a container not honoring the outer contain for Hidden/Visible
- Table – Auto-add rows when tabbing from last row and column only works on text and number fields
- User option list not filtering by team
- Table headers not using variable replacement
- Table cells not computing string values – only numeric values
- Table with computed columns fail when dollar signs used
- Some forms can update slowly due to calculations
- Variables
- ROUND does not work properly with leading 0 – i.e. 0.0012 does not work but .0012 works
- MATH not computing MOD (remainder) properly
- Retention
- Backup action not queuing up records properly for backup
- Search
- Gathering record list for multi-actions making too many server calls
- Search does not use current data to limit linked fields
- Data Entry
- Auto-Complete sometimes selects the wrong item
- Number fields lose focus if changing a non-numeric to a numeric value
- Number field changes to NaN when value has currency sign and the user tabs out of field
- Reports
- Asset report shows DB error when Record Type selected
- Viewer
- Email message document showing blank if format is not standard
- Second document in split view closes and re-opens when opening new first document
- Record Types
- – Using “-OR-“989114 Record Security in the first item causes error
- Branding
- Panel button does not update as colors are changed in branding interface
- Search / Record Display
- Progress bar field not showing full width
- Audit Logging
- Data audit not saving Document ID
- Admin