Release Notes – Version 4.15

Release Date: 2023-08-12

Possible Breaking Change

Impact Probability Level: Low

The Auto Classify logic has been changed slightly in this release. In previous versions, a classification break would be triggered if the word in the break codes was contained anywhere in the page text. In this release, the entire word or phrase must begin with or match exactly to match. Alternatively, you can use wildcards like * to represent partial matches. Typically, users were assuming the match was happening on the entire word so, logically, this is not a major change. However, there may be some classification breaks that are matching currently on partial words that may not work after this release.

Corrective Action

To ensure correct processing, make sure you test your classifications after this release. If you require contains matching in your classifications, use the wildcard break codes. For instance, if you had a break code CDEFG and it was breaking on a word such as ABCDEFGHIJKL you can just add * at the beginning and end of your break code to make it *CDEFG* and that will work the same as before.

New and Updated Features

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

• Workflow
  • Redesigned Apply Annotations action to make interface more intuitive
  • Added NOT logic to auto classify to stop a classification if NOT match found
  • Added “Renumber Line Items” to be able to change line numbers directly
  • Renamed the old “Renumber Line Items” to “Reset Line Numbers” to avoid confusion with new action
  • Added “Delete Line Items” action
  • Auto Classify – Changed matching logic to not assume “contains” for a match
• E-forms
  • Linked Fields – Auto-added brackets around Link Limits so admin does not need to remember those
  • Changed cleanNumericValue() and getNumValue() functions to return 0 for non-numeric values
• Admin
  • Record Types – Set CRON Description to be easier to read
• Variables
  • GETNUMVALUE – Returns pure numeric value by stripping currency symbols and converting non-numeric to 0
  • OCRDATA – Add option to get words instead of lines
  • OCRDATA – Add option to only return words of a specified type
  • MIN, MAX, SUM, AVG – Add ability to split a string to get the values
• Windows Integration Tools
  • Add AD login support to the integration tools
  • Add logic to stop users from doing a Search and not selecting a Record before continuing
  • Add logic to remember the last Record Type selected
• Active Directory
  • Added LDAPLog setting to help diagnose AD connection/login issues
  • Updated dmRESTHelper to produce better error messages
  • Integration Tools updated to log in using AD
• Search
  • Added functionality to open viewer in workflow mode if search was for those assigned to me

Fixes

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

• Viewer
  • Losing data annotations when saving normal annotations
  • Scanning client is getting NOT AUTHORIZED error
• E-forms
  • Link limits not working on linked fields
  • Line Item Tables – Linked fields in Line Item tables dropped from Record Type are not wired up properly
  • Error saving public form with “Save Data Only” flag turned on
  • Cannot upload more than one file of the same name in file upload field (issue on iPhone where all pictures have the same name)
  • Calculations that result in numeric values will not allow formatting
  • Custom fields not dropping onto form properly
• Workflow
  • Search and Create CSV is adding lines from the ML General Forms TABLEs
  • Workflow List – Items getting unchecked when workflow item list refreshes
  • Search and Update action fails if deleting non-existent value from Record
• Word Merge
  • Tables that do not specify an e-form table name do not get right row count and therefore do not merge correctly
• Reports
  • OCR Results – Cannot cancel Machine Learning OCR jobs
• Entry
  • Click indexing a linked field does not auto-populate other fields when defined