Release Notes – Version 4.16

Release Date: 2023-09-09

Possible Breaking Change

Impact Probability Level: Low

Performing an OR search in the UI has been changed slightly in this release. Previously, you would enter “A or B” and the system would search where the value is “A” or “B”. This release changes the OR value to be “-OR-” instead of “OR”. So now you need to use “A -or- B” to do a manual OR search. Of course, the easiest way to OR search in the UI is to use the “Toggle Multiple Value Search” button on the right side of the field and enter one value per line.

Corrective Action

If you have any saved searches based on the old OR logic, they will need to be updated to “-OR-” to make sure they operate properly.

New and Updated Features

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

• Workflow
  • If an Exception action is used but no exception text is given, the error shown will now be ‘Unknown Workflow Exception’
  • Added TEST button to Search and Create action
  • Added ‘Run Connection’ action type (see ‘Connections’ below)
• E-forms
  • Added option to send in values from the E-form via Call Action Set with alias names using ‘ALIAS:NAME’ syntax
  • Table – Added ability to highlight rows based on column values
  • Changed designer so right panel can grow larger on larger screens
  • Added Confirmation action type to Multi-Action fields
• Viewer
  • Added ability to show/hide annotations for Read/Write users
  • Added ‘Sticky Note’ annotation type
  • Added ability to double click Text and Sticky Note annotations to edit them
  • Moved annotation color button 2 places to the left on toolbar
  • Added User Annotations feature to save and reuse annotations
• Variables
  • AUTONUM – Added better error message for when the AUTONUM variable is not valid
  • PIPETOTILDE / TILDETOPIPE – Converts a | (pipe) symbol to ~ (tilde) and vice verse
  • CARRIAGERETURN / LINEFEED – You can use these variables to place carriage return – char(13) – or line feed – char(10) – as a string
• Admin
  • Record Types – Added warning when trying to add too many Record Data Security entries. Too many can result in performance degradation.
• Connections
  • Added Connections concept to allow for interactions with external data sources
  • Supports SQL connections for premise systems
  • Supports Web connections for cloud and premise systems
• RecordTypes
  • RecordType Link Field – Added ability to use OR logic for the link limits (i.e. “[Department] -OR- 100”)
  • RecordType Link Field – Updated link limit value parsing logic to allow for more than one [VARIABLE] replacement

Fixes

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

• Search
  • Searching for a string that contains ” or ” is not returning the correct matches because it is being handled as 2 OR’d search values
  • Editing a saved search causes the search to not work properly after that
  • Running Add-Ins for ALL searched records (not checked) does not run on correct records
• E-forms
  • Misspelling of “multi-action” in the action type list
  • Dropping field onto end of field list not working
  • Using {table|row|column} variable syntax for a row # too large returns all columns’ data
  • Multi-Option field not honoring max-height property
  • Related field not highlighting properly in designer (i.e. when seledcting a button that calls a multi-action, the multi-action should highlight as a related field)
• AD Sync
  • Manager property not synchronizing when running sync in full domain
• Workflow
  • Using Entry Mode with Split Screen loads the wrong document on the left-side of the viewer
• Viewer
  • Reverting a document revision throws an error
  • “Annotations” button is showing for read only users when it should only show for read/write users
  • Linked field name that does not match string case of saved field is not working (removed case sensitivity)
  • Linked Field that is updated by another Linked Field is ignoring its Link Limits
  • Opacity setting for images is not working when printing or exporting documents
• Admin
  • User Edit – “Admin Areas” selection still shows when Admin feature turned off while editing User
• Conversions
  • Converting TIFF to PDF converts all pages to Portrait. This impacts TIFF printing, convert to PDF and download/email with annotations functions.
• OCR Report
  • Columns not lining up
• Variables
  • LI – Where clause not working for more than one value