Release Notes – Version 4.11

Release Date: 2023-04-15

Maintenance Update: 2023-04-22

Flex Column Display Change

This update changes the way E-form fields are aligned. We removed the default padding from the left and the right of the fields which makes fields from various containers line up better. However, this means some of your existing forms may have fields that move a little too close together when using Flex Column fields. Corrective Action: Use the Column Spacing setting in the Flex Column fields to give them extra spacing as needed.

New and Updated Features

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

• E-forms
  • Added Button / Action Fields toolbox section which include
    • E-from Buttons – Standard e-form buttons that you can place anywhere in the form
    • Button field – Performs one of many actions such as Save, Print, Call Server, Set Field Value and more
    • Button Bar – Display a series of buttons. Each can set values, open URLs, hide/show fields, etc.
    • Toolbar – Display a series of action links and drop down menus. Each can set values, open URLs, hide/show fields, etc.
    • Multi-Action – Allows one event to perform multiple actions such as field updates or button clicks
  • Added Data/Viewer Fields toolbox section which include
    • Custom Options – List of options loaded from REST service
    • Search Results – Record search results list for internal users
    • Document Viewer – Document viewer for internal users
    • Data Chart – Charting display for internal users
    • Public Search Results – Record search results list for external users
    • Public Document Viewer – Document viewer for external users
  • Added new Container fields
    • Tab container – show a tabbed container with fields inside each tab
    • E-form Field – show another E-form inside the current E-form (see caveats in E-form documentation)
    • Iframe Field – show other web pages inside an E-form
    • Modal Window – Display pop up window inside of forms
    • Split Columns – A sizable 2-column field that holds a separate field list in each column
  • Added Rich Text Entry field that allows users to enter rich text values
  • Added ‘Advanced Public Password Check” that leverages Records to manage passwords for E-forms
  • Added PASTE icon in empty pages/containers to paste fields into empty field lists
  • Added option to hide the standard DocMgt toolbar on form load
  • Flex Columns – Added Auto, Full/Auto and Auto/Full column types
  • Removed horizontal field spacing to make columns line up better
  • Arranged E-form field toolbox to better represent available field types
  • Added “dateDiff(D1, D2, interval)” command that can be used in E-forms for computing differences between dates
  • Add ‘Computed Value’ option to ‘Hidden/Visible When’ settings to allow for multi-field conditions using {field} notation
  • Added Custom Option support to Option Lists in V4
  • Enhanced the field drop down selectors in the editor to make them easier to tell which fields are which
  • Added the option to create a new E-form based on the fields in a selected Record Type
  • Added ability to hold the CTRL key while dropping a field which removes the field label value when dropped
  • Updated look and feel of toolbox icons
  • Changed editor to only show cut/copy/paste icons on hover
  • Added alert on a field if it looks like an equation/calculation is not properly formatted
  • Tweaked the UNDO logic to not cause so many undo events when making form changes
• Workflow
  • Added “Round Robin” assignment logic that will keep track of previous assignments and assign to the next in line for each item
  • Renamed InvoiceLine_AllPipe fields to InvoiceLine_AllDelim so we can customize the delimiter
  • Set default delimiter for the InvoiceLine_AllDelim to a carat – ^
  • OCR – Added option to NOT process line items even if using Enterprise Edition
  • Added option to also add General Forms data when using Invoice processing
  • Updated “Record Value Checks” and “Value Comparison” rule types to work with currency symbols
  • Invoice Processing – Added LineItem_Page field to track the page # the line item came from
  • Workflow Lists – Add option to show large or small thumbnails
  • Workflow Lists – Move filter option to line with the step name
  • EMail – Added option to embed connection codes into Office documents
  • Added option to disable click indexing in work trigger
  • Added “Value In List” rule
• Admin
  • Moved Software Panel so it can be available to anyone with any level of admin access
  • Record Type – Added AND / OR drop down for Record Security
  • Add ability to filter by the ID of objects to find them
  • Variable Tester – Added Alt Record ID so the alternate record can be used for testing
• Logging
  • Added RecordID to the Document change info
• Viewer
  • Added option in viewer to choose document types to NOT try to view – just download
  • Added ability to check document pages and only email those pages
  • Added logic to highlight the Notes button if any notes are available for the Record
  • Added Page Up / Page Down to advance to next/previous document after reaching end/beginning of current document
• Barcodes
  • Upgraded barcode engine to better recognize barcode zones
  • Changed manual OCR to include only “3 of 9”, “Code 128”, “EAN8”, “EAN13”, “Intelligent Mail”, “Postnet”, “Standard 2 of 5”, “UPC-A”, and “UPC-E” barcodes
• Variables
  • TABLETOHTML – Creates an HTML table out of an E-form table – mainly for emailing
  • CSVFORMAT – Formats a string properly for inclusion into a CSV file
  • SPLIT2 – Split string on 2 separate delimiter values
• Rich Text Editor
  • Upgraded the Rich Text edit screens to a newer, more fully-featured editor which supports tables and custom HTML
• Icon Selector
  • Added several more icons to the icon selector control
• Search
  • Added Grouping option to charts
  • Added CTRL-SHIFT-A hot key to reverse the checkbox selections in the search results
• Add-Ins
  • Added overwrite option to Data Entry Prompting options if user leaves field blank
• Premise OCR
  • Added ability to run OCR on multiple machines
• AD Sync
  • Added option to sync users’ Manager properties

Fixes

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

• Search
  • Currency format on negative numbers is displayed as positive
  • Full text search values not highlighting in viewer
• E-forms
  • Date Field – Maximum Date mislabeled Minimum Date in editor
  • Loading toolbox with a large number of custom fields causes error
  • Dates are being calculated as numbers i.e. 3/13/2023 = .00011407277843264003
  • Typo – “Edit Rich Text Contents” is labeled “Edit Right Text Contents”
  • iframe security not working (Content-Security-Policy)
  • E-form list in Admin screen sometimes shows 2 phantom e-forms
  • Total Tax not being calculated
  • Click indexing with an E-form in the Record screen allows updates of table footers and labels
  • Click indexing with an E-form in the Record screen allows updates of hidden and disabled fields
  • Rich Text Edit fields do not support Disabled state
  • Print button not working on unsaved E-forms started from the Record screen
• Workflow
  • Auto-split – If page count value is entered but phrase split is used, the “Keep as Last Page” logic overrides the selected “Keep As Page” selection
  • Notification emails no longer include Record data
  • Complete Work Item and Reject Work Item actions missing from Follow-up action types (Applied as hot fix to 4.10).
  • OCR process is duplicating OCR control values
  • Endless loop in the when General Forms OCR has more than one form variable with the same name
  • Line Item Matching action errors when using Less than or Equal To check
  • “Process Other Work Items” action refers to wrong Records/Documents when none are specified
  • Admin – Auto-Classify action does not show entries in subcategory and name selectors 
• Viewer
  • Currency format on negative numbers is displayed as positive
  • Annotations not showing on documents when opened from search results
  • Line item data not showing in edit screen for records with a more than 100 data items
  • Inner view components not being destroyed so hotkeys are being duplicated each load
• Active Directory
  • Active Directory does not work with Machine-level authentication
• System
  • Custom Favicon is not showing on login screen
  • Icon Selector – No way to select NO icon
  • iOS 16.4 is showing File Upload fields when they should be hidden
• Admin
  • Record Type – When copying a Line Item field in the field definition screens, the resulting field ends up being assigned to the Header fields collection
  • Collaboration Portal Edit spelling error
  • User/Team rights not calculating properly
  • User admin is auto-filling SMS Number and Password fields when users uses Chrome auto-fill