Version 4.06
Release Date: 2022-09-24
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
- Admin
- Changed work trigger list to delete all triggers within a process when deleting a process. Previously the inner triggers would be hidden and not deleted.
- Changed Team edit screen to only show “Shared Home Page Searches” feature for Enterprise licenses since this is an Enterprise feature
- Removed “Copy Settings” button from V4 User admin since this copies V3 settings only
- Changed “Log In As” option to also work on Admin accounts
- Added ‘Copy Auth Link’ button to allow non-admin users to authenticate applications
- Workflow
- Reverse Validator – Added logic to do 2 passes – Check words as-is first then with each word’s spaces removed
- Delete OCR Data – Updated action to act on all/selected Documents in Record or Active Document and added option to specify page number
- Added “Set Temp Record” action type to set or override the active Record with a Record that is temporary and will not save
- Added “Set Return Data” action that will return data to the calling routine. Currently only supported by E-form Field Events.
- E-Forms
- Added Field Events which allow E-forms to call the server via an Action Set to perform actions and return data
- Added support for Hidden columns in tables
- Variables
- Added simple where clause to [LICOUNT()]
- Added support for <> in where clause for [LI()]
- Search
- Added special error message when too many records being searched at one time using Per Page setting.
- Entry
- Added ability for line item auto-complete to be limited by header data
- Viewer
- Added “Auto CC” option to Emails from viewer where any email sent has the FROM address added to the CC
- Document size not being computed properly in cases where size not set on first save
- System
- Updated Admin site to set V4 flags to ON by default for new sites
Fixes
This is a list of the issues we fixed since the previous release
- Admin
- QuickBooks – QWC file generated from user screen is malformed
- QuickBooks – QWC file generated from user screen has wrong extension
- Branding – Manually entering color code in login screen background color blanks screen
- Workflow
- Add New User action – Action fails while adding user due to missing data
- E-forms
- Table Field – Option Lists not read only when form or field locked
- Cannot use button action to update a multi-option field – just normal fields
- Radio buttons set to Required are not showing their selection
- Searches
- Saved Search ID missing from saved search edit screen
- Viewer
- Full text panel has extra spaces between words
- Viewer – Button drop downs attached to the “Download” and “PDF Convert” buttons are not showing
- Add-Ins
- Toolbar Add-Ins list not fully loading
- Admin Site
- Billing report is bringing back ALL dates and not just selected dates