Release Notes – Version 4.08

Release Date: 2023-01-07

Possible Breaking Change

The Record Merge logic has been changed in this release. This merge logic is used when merging Records from the Search screen or from within a Record screen. There are 2 logic changes in this update:

1. 1. The data values from the Record being merged FROM are only copied to the Record being merged TO if there is not already data with the same name in the TO Record. Previously, the data values in the FROM Record were always copied over, which caused some duplicate values in the TO Record.
   2. The Line Item data values in the FROM Record are now added to the end of the line item list of the TO Record, creating more line items in sequence. Previously, the Line Item data values in the FROM Record were always copied over into the same line number they came from, which caused some duplicate values in the TO Record Line Items.

New and Updated Features

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

• E-forms
  • E-form Editor updated to V4 interface
  • Added option in Admin to default to V4 E-form editor
  • Added more options for Label Alignment
  • Added Border Color setting
  • Added Linked Fields field type and editing of record type linked fields
  • Added ability to Cut, Copy and Paste Field and Pages between E-forms in the editor
  • Removed REPEATER settings for Panel field
  • Added option to run an Action Set AFTER E-form save
  • Added “Required When” setting like enabled/disabled/hidden/visible
  • Added Color Picker field type
  • Linked Fields – Add options for wildcard matching
  • Added Date / Time field type
  • Public E-forms – Added “Save for Later” option to forms that allow users to save their progress and complete later
  • Added “Save for Later” option to Button field
  • Tables – Removed extra spacing around fields in tables so more data is visible
  • Added offline forms capability
• Storage
  • Updated browser upload to use streams instead of byte arrays
  • Changed document upload pagination logic in cloud to leverage offline page rendering engine
• Viewer
  • Added ‘Merge with Previous Split’ button to workflow panel
  • Added ‘Merge with Previous Split’ button to ‘Merge with Other Record’ panel
  • Now showing word search results in panel
  • Only show Required Documents panel button if there are any required documents defined in Record Type or Record Data
  • Changed workflow buttons to show default “Workflow” icon if no icon defined
  • Added option wrap or not wrap display of text files
  • Added ‘Quick Share’ option for quick document sharing
• Auto Split Logic
  • Changed auto-split logic to not pull any index data from pages configured to not split
• Record Merge
  • Updated Record Merge to only merge in data values that are not already present to avoid duplicating data values
  • Updated Record Merge to add line items to the end of the destination record instead of into the same line numbers to avoid duplicate values in line items
• Toolbar
  • Changed system to remember last entry settings (workflow, scan, save option) per record type instead of globally
• Add-Ins
  • Added option to send all IDs of searched Records to Search add-ins
  • Added ability to prompt for values in Toolbar and Search Add-Ins
  • Added subtitle and footer text options to data prompt dialog
  • Added option to show Search Add-Ins outside of Add-In drop down
  • Updated DATAANNO to allow for coordinates
  • Added ability to download a document and launch it via an Add-In button
• Workflow
  • Search and ANY Actions – Added option to search by multiple Record IDs
  • Added option to Cancel Work Item action to avoid logging (for performance and maintenance reasons)
  • Added admin warning to OCR step when not assigned to Agent user
  • Added Split Screen view option
  • Merge Document Template action – Added link to help article when users merges image incorrectly
  • OCR Action – Rearranged settings interface to simplify config
  • Admin – Add option list values to the variable selector when mapping field values
  • Create Document Share – Added option for sharing current document
  • Admin – Show # of assigned users in Assignments tab
  • Admin – Add ability to name Filtered Assignments
  • Added Multiple Temp Variables action to set named temporary processing variables
• Reports
  • Failed Logins report added to show failed login attempts
  • Added “Action” to the View Log report
  • Added Document Upload report to V4
  • Updated look of Report List page
  • Added PURGE option to Storage report for Admin users
  • Changed default of most reports to NOT run automatically
• Security
  • Added Security option to send email to admins when a login attempt fails
  • Added options to secure documents based on if users are NOT in teams (i.e. No Access if you are NOT in X Team)
• Variables
  • DOCIDDATA – Return data value from Document using Doc ID and Data Name
  • LIKE – Looks for field with NAME that matches with wildcards and returns the value of the first match found
  • FINDTABLE – finds tables based on values contained within
  • FORM – Returns form values that have the supplied name
  • DMTMP – Retrieve a temporary named variable within workflow cycle
• Single Sign On
  • Added more logging to SSO login process to diagnose login failures
• Record Types
  • Linked Fields – Add options for wildcard matching
• Word Merge
  • Added ability to make multiple copies of tables based on search results
• Search
  • Added option to search for Records that HAVE or DON’T HAVE OCR
  • Removed tab stops on button between from Date and Number field ranges in search forms
  • Record and Document date created/changed search fields reformatted to match configured date fields
• Action Sets
  • Added shortcut icon that searches for items related to (that refer to) this Action Set
• Admin
  • Added buttons to select ALL or NONE of the V4 transition options
• V3
  • Updated INDEXING screen to refresh if workflow did not move and the button is configured for REFRESH RECORD
• Home
  • Added button to perform full search from a saved search panel

Fixes

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

• E-forms
  • Signature pad fields not clearing with CLEAR button in V4
  • Buttons field not handling Next Page, Previous Page events properly
  • Linked fields not working in V4 if created by V3 designer
  • File Upload – If required, selecting and removing file reference clears required flag
  • File Upload – Selecting the same file twice does not re-select file – even after clearing file selection
  • E-form editor does not show highlight border on fields inside containers when ‘Hide Form Controls’ used
  • AUTOID fields not updating to the Record ID after save (saved correctly but field value not replaced)
  • Public forms no loading if any container fields on form
• REST
  • Save Record Note API call not working (“The requested resource does not support http method ‘POST'”)
  • Link ID Not Found is logged as an error in the system when it is not an actual error
• Workflow
  • Custom split rules need to be upper case to work but should not be
  • Custom split rules require a fake FORCE SPLIT value but should not
  • Auto Split with a single record is leaving pre-split documents intact
  • Dynamic assignments match to wrong users if matching value is blank
  • Splitting records in workflow causes workflow to move even though user does not want it to
  • Button options to load next item not always working
  • Using E-form for workflow screen not working properly when E-form does not already exist in Record
  • Fast lane email option shows for premise instead of cloud. Should be opposite.
  • SMS action type not allowing configuration
  • Workflows that were canceled during split continue on in workflow
  • Updated deferred actions to store error description for reporting if there is one (current resets to ‘Completed’)
• Variables
  • WFUSERID variable causes error when called inside workflow load event
• DocuSign
  • DocuSign not pulling back documents after all signing is complete
• Entry
  • Change Log shortcut buttons showing on entry fields of NEW record which does not work
  • “NaN” looks like numeric value when saving data
• Viewer
  • Cannot send op commands to document viewer from the URL (i.e. ?op=scan)
  • Document Classify – Using blank names in classification screen cause images not to render in viewer
  • Users with read only rights to category still see edit/scan/uploads buttons
  • Resizing browser to small screen then large again loses document list
  • Split Screen opening up on next workflow if used in previous workflow
  • Using an Add-In causes the viewer to not reload the same document
  • Download button does not work in preview node
• Login Report
  • Columns not lining up properly
• Admin
  • Users – Log In As button shows for new users not yet saved
  • Admin/Users/User – Misspelling – “Login In As” button should be “Log In As User”
• Word Merge
  • Snippets that contain tables cause errors
• Search
  • “Check All” feature does not work after deleting records unless you use it twice
  • Searching by Document Name causes error
• Office Add-Ins
  • Word Add-In shows errors when viewing field list
  • Outlook Add-In shows error when opening mail message
• Security
  • Using “All Users” team for read only is not working
  • Search still showing up for users without entry rights to LOOKUP Record Types
  • MFA prompt showed SMS as an option even when SMS was not enabled for the site
• Toolbar
  • Workflow list in toolbar partially hidden for user without admin/reporting/entry
• Storage/Data
  • Cannot save documents if using database to store docs
  • Data save errors out with large variable name
• Portals
  • Public login header and footer not showing