Version 4.10
Release Date: 2023-03-04
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
- Reports
- Reporting Panel – Current Work Items – Added in ability to Cancel, Trigger Movement, and Reassign items in popup report screen
- Current Work Items – Updated Users selector in the Reassignment screen to be more user friendly
- Document Shares – Added ‘View Logs’ option to see when the document share was viewed (only when logging enabled)
- E-forms
- Added Search Results field type for displaying search results
- Added Chart field type for displaying charts from search results
- Button – Added option to size button to fill up available space
- Added CTRL-Z hot key for Undo
- Added Math Label field type to calculate simple equations more easily
- Allow for click editing when using E-form for entry screen – Header Data Only!
- Added Custom Field support – Added a Save button on each field to save the field as a custom field for later use
- File Upload – Added option to allow users to upload docs through E-form even if they don’t have security rights
- Workflow
- “DocuSign – Send for Signature” – Added email body blurb setting to allow for adding text to DocuSign emails
- Added custom error message option to button requirements tab
- Auto-Split – Added TEST button to see how many splits will be created
- Admin
- Added option to search for missing Merge Templates in Workflow, Add-Ins and Action Sets
- Updated Field Display options to use Regex to match
- OCR
- Updated OCR report to be able to send OCR’d document back through for re-processing
- Variables
- HASVALUE – Checks whether record has a field with a specific name and value
- Viewer
- Enhanced the viewer’s ‘lazy load’ functionality for efficiency by making sure it only loads the pages that are in view and not all pages
- Updated UI to hide any option that would replace or merge documents when the UI option to hide delete options is in force since a replace or merge is really a delete and an add of a new document in place of the old one(s)
- We are now showing page image before full text (OCR) loads to speed up viewing experience
- System
- Converted text handling processes to use UTF8 instead of ASCII to support extended character sets
- Changed the Copy and Duplicate icons to a more universal look
- Updated document upload scripts to return better error information to the end user
Fixes
This is a list of the issues we fixed since the previous release
- Search
- Multi-value search with empty lines causes error
- Sorting not working properly when using numbers with leading zeros
- Reports
- Data Change Report not returning newer saved values
- E-forms
- E-form Editor – LInked field selectors showing blank values
- Undo feature treats panel open/close as a change event
- E-form Editor – Save for Later button not showing up in designer
- Empty option list value when synced with RecordType causes error on form load
- Save event getting called twice during workflow button click with save
- E-form as Entry Screen – Progress and error messages not showing in UI
- Workflow
- “DocuSign – Get Documents” – Replacing non-PDF document with signed PDF makes document not viewable
- “DocuSign – Check Status” action not showing in actions list
- Using “Save Record” option in workflow button is duplicating data that was added and not saved
- Auto-Split – REGEX with multi-line logic (i.e. using /m) not working
- Initiate Workflow Action is using the active Document as the routed document when it should only route the Record
- Add-Ins
- Prompt – “OK Button Text” entry label misnamed as “Confirmation Text”
- Admin
- RecordTypes – Linked field selectors showing blank values
- Viewer
- Error in console when completing E-form if not in workflow
- Portals
- Portals not clearing workflow if workflow changes during form save