Release Notes – Version 4.14

Release Date: 2023-07-15

New and Updated Features

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

• Database
  • Changed Audit log clean up code to be more efficient
• Workflow
  • OCR – Changed default Machine Learning to Version 3 and removed Version 2 as an option
  • Annotation Loop – Action that allows workflow to loop through annotations to perform actions
  • Added logic to log errors that are not “thrown” in workflow
• E-forms
  • Added disable/enable support for E-form fields
  • Now coloring multi-option fields gray when disabled
  • Updated Public Document Viewer field to show documents from a specified Record and to watch for changes in that value

Fixes

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

• Workflow
  • [TABLE()] data from all pages is copied into all invoices when using Machine Learning Invoice Processing with the General Forms option
  • Filtering Triggers or Buttons on documents without a current record causes slowdown
  • Completing an item from a Record with hundreds of data elements causes error
  • General Forms values not always being applied to invoices
• Search
  • Export to CSV adds extra line item rows if TABLES are in Records
  • Next / Previous changes search ID in URL to 0
• Data
  • Line Items have TABLE data mixed in with them
  • Some dates and times not formatting correctly
• Viewer
  • Related Records – Not matching blanks not always working
  • Document download/print caching so newest version not always downloaded
  • Downloading/Emailing/Printing uses older document version if document was recently changed
• Public Searching
  • Document viewer only working on first open then fails
• E-forms
  • Public Search Results not working for portal E-forms if record type set to both Collaboration AND Public Searching
  • Error when uploading documents in E-form (mainly from older, previously saved E-forms)