Release Notes – Version 4.12

Release Date: 2023-05-27

New and Updated Features

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

• System
  • Updated Azure components to ensure better, more secure operation when using the Azure cloud sites
  • Removed “Clean Up” settings from the cloud. They are now automatically managed by the cloud infrastructure based on each site’s usage.
• Branding
  • Added color palette options to customize chart colors for the site
• E-forms
  • Added Print Page Break field that will break to the next page when printing
  • Updated “Set Field Value” in Buttons and “Multi-Action Fields” to be able to update only certain table rows using a WHERE clause
  • Enhanced E-form field to be able to load data from one Record but save into another Record
  • Table – Added Button column type
  • Multi-Action – Added Message to show users while actions are running
  • Multi-Action – Changed logic to wait for Action Set action to complete before performing the next action
  • Multi-Action – Moved Watch Fields and Run When Equals settings to Advanced panel
  • Multi-Action – Added # and !# to trigger on blank and non-blank values
  • File Upload – Added option to OCR document on upload
  • File Upload – Added option to show as drop zone instead of File field
  • Split Columns – Adjusted field padding to make columns line up better with the rest of the form
  • Text Label – Increased line spacing so text does not overlap between lines
  • Internal Search Results – Changed to not perform search when field not visible
  • Internal Search Results – Added option to specify type of items begin searched (for labels)
  • Table – Added ability to configure linked fields in tables manually
  • E-form Field – Changed to not load form if field not visible
  • E-form Field – Added option for setting E-form ID using a static or computed value
  • Progress Field – Made colors adjustable based on progress value
  • Added COPY button to E-form list
  • Changed option entry fields (option, radio, etc) to have better drag and drop support for items
  • Added spacing between label and field
• Variables
  • Added “FullName” to the property list available to the [USER()] variable
  • HASANNOS – Checks to see if the selected Document has annotations of the specified kind
  • DOCSWITHANNOS Return a list of the IDs of Documents that have annotations of the specified kind
  • Added USAGE command to return Record/Doc counts for system
  • Added DMGETCOUNT to Count the number of records matching criteria
  • Added OOOFORUSERS, OOOFORUSERIDS, and OOOFORUSERNAMES to get list of users who have marked the specified user as their alternate when OOO
• Add-Ins
  • Changed logic to run with elevated permissions so add-Ins can edit/delete even if users don’t have permissions. This logic matches most workflow actions.
  • Changed Record Add-Ins to not load the Add-Ins panel from the right of the screen
  • Data Entry Options – Added custom Save button text
  • Data Entry Options – Added ability to use variables to retrieve option list values
  • Added ability to use the Return Data Values action in search add-in Pre-Record Actions and use those values in the Per-Record and Post-Records actions
• Charts
  • Upgraded charting component
• Workflow
  • Admin – Default new buttons to the Appearance tab
  • Updated “In List” rule to check for empty values
  • Updated DocuSign Send action to only send docs with annotations OR to use selected docs
  • Updated Adobe Sign Send action to only send docs with annotations OR to use selected docs
  • Admin – Added description as a help button title in all container field lists
  • Search and Create CSV – Added ability to specify the Record to save into
  • Add Data to CSV – Added ability to specify the Record to save into
  • Admin – Converting field from Record Value Update to Multi-Update preserves the settings as the first of the multi-updates
  • Added Parent Work Item ID (from parallel optin) to History Logging
• Viewer
  • Added support for line breaks in workflow errors
• Alerts
  • Made the pop-up alerts wider if content is larger
  • Added code to convert “^” to new line for better control over multi-line displays in alerts
• Retention
  • Updated retention logic to use variable replacement for Retention Criteria
• Direct URLs
  • Added the following Direct URL support
    • searchvalue / searchonly
    • searchfieldvalue
    • searchrecordtypevalue
• Record Types
  • Added Options Ext field type as way to have option list where the values are distinct from display (Experimental for now)
• CRON
  • Updated CRON editor to be simpler and more flexible
• Search
  • Added action bar that shows up when records are checked
  • Added Action Bar that shows up when records are checked on in search results

Fixes

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

• Charts
  • Charts grouped by values that end up being broken out by week do not calculate properly
• E-forms
  • “Get Value ” setting is being triggered inside designer 
  • Calculations in fields that save (i.e. Text, Number) do not work properly
  • Tables – Footer columns do not line up properly if table has hidden fields
  • External link field is still active in E-form editor 
  • Line Item table data being mixed with non line item table when used in the same Record
  • Auto-complete placeholder shows undefined if no label on field
• Add-Ins
  • Record screen Add-Ins that are run  the Add-Ins panel do not see the selected or open documents to be able to run on them
• Viewer
  • Required Documents panel not showing when ‘requireddocument’ field values are in the Record
  • Read Only fields show variable selector that allows users to edit
  • Document viewer component not working properly outside of Record screen (i.e. E-forms, Portals)
• Workflow
  • E-form selected in trigger display not always coming up in viewer
  • Buttons are not being filtered out or updated based on user
  • Email addresses in Send Email and Send Portal Package actions do not support Alternate Records
  • Delete Record action can fail on current Record if Record data is also changed during workflow sequence
  • Email Action – Attachment are using original filename and not the document name for their filenames
  • Parallel routes not working if item not loaded from a work item list
• Rich Text Editor
  • Links are creating relative paths instead of absolute paths. Effects emails produced with Workflow, Add-Ins, or Action Sets.
  • Editor causing browser console errors when editor loaded before rich text data is available
• RecordType
  • Colors not able to be added on new field