Release Notes – Version 4.17

Release Date: 2023-10-14

New and Updated Features

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

• Search
  • Added “Quick Edit” option to allow editing of header data in formatted screen directly in the search results
  • Removed the feature that writes notes into the Records when the Export utility was run from search results
• Record Type
  • Added UI Settings option to allow read only users to apply annotations
• E-forms
  • Multi-Option – Added special ‘*ALL*’, ‘*NONE*’, and ‘*INVERT*’ value checks to trigger selecting all items , no items, or inverting the section of items respectively
  • Multi-Option – Added special ‘*CLEAR*’ value check to trigger clearing all items
  • Added Masked Input field to allow entry based on masked patterns
  • Admin – added naming to non-saving fields so they can be referred to more easily from buttons, toolbars, etc.
  • Tables – Added CTRL-DOWN and CTRL-UP to move entry down and up 1 row respectively
  • Math Label – Added Division and Modulus operators
  • Math Label – Updated logic to automatically remove currency symbols for computations
  • Math Label – Added Decimal Places setting to round numbers
  • Internal Search Field – Added ability to place button in search results to trigger actions on the selected Record
  • Updated Hidden/Visible when panel to show only the operators that are allowed for the object/field selected
  • Added Drop Down Menu option to toolbar field
  • Stopped field header from wrapping in designer
  • Public Seach – Allow for -OR- searches
  • Internal Seach – Allow for -OR- searches
  • Search fields – Can now use static values as search values
  • Added an option to the ‘Run Action Set’ actions to send Record and Document references with the call
• Automation / Retention
  • Added ability to schedule Automation and Follow Up Actions using server time zone or UTC instead of forcing UTC
  • Adding email address to error log when failing to send workflow summary email
• Viewer
  • Add ability to allow read only users to apply annotations  (using Record Type UI settings)
  • Add option to download E-forms that have a merge template assigned
  • Workflow Panel – Changed the “take” checkbox into a ‘Make Active’ button
  • Added option to set the Record Image / Thumbnail
  • Emailing from viewer no longer places your email in FROM by default
• Windows Integration
  • Updated DocMgt Printer to latest driver version
• Start Page
  • Added icon for user’s start page which only shows if Start Page is set
  • When setting your start page, the screen now refreshes to load the new settings
• Workflow
  • Added RECORDCTR variable into the Search and Run Actions loop
  • Added @ASSIGNEDTO and @ASSIGNEDTOINIT values to Record being routed
• Favorites
  • Added ability to drag and drop to reorder your favorites
• Scanning
  • Added more detailed logging to Scanning client
  • Added 0-byte check to be sure the scanner returned binary data for the scan
• MFA
  • Added an MFA section in Admin / User Edit panel which allows for:
    • Generating MFA barcode to help users set up their Authentication App
    • Resetting user’s MFA secret so the MFA code is no longer valid in their Authentication App
  • Added system options to select which MFA methods are allowed – Email, SMS or App
  • MFA changed to allow users to log in without MFA in order to set up their Auth App if that is the only method available to them
• Variables
  • WFUSERS – Updated to use the users in the current work item if Record ID and Trigger ID are empty or 0 and the current work item is available
• Security
  • Added more logging to Azure AD sign in sequence to log username on login failure to help troubleshoot
  • Added failed AAD logins to login error report
• Emails
  • Added logic to ensure Email Subject is a single line string to avoid sending errors
• Portals
  • Changed the FROM Email to be Portal From Email if available or System Default From Email as a fall back

Fixes

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

• Viewer
  • Upload progress bar is not computing properly on large uploads
  • Text color for sticky note text is showing using background color in preview screen
  • Making a workflow item active from the workflow panel will hang browser if the work item is set for Indexing mode
  • Add-Ins that prompt for values AND signatures get stuck with Please Wait dialog in the way
• Admin
  • Misspelled word in the Set Return Data action instructions
• System
  • Dollar signs being replaced with non-culture currency symbol in back end processes (including OCR)
  • SSO auto login causing ‘Force Password Change’ flag to be set on for some users
  • Deferred Action Set can skip running due to too many jobs at one time
• Workflow
  • BREAKDATA document is showing up in some AP workflows that have trailing pages with columns of lots of text (contracts, etc.)
  • Some variable replacement in workflow actions are not using document values
  • OCR – Workflow is continuing before all documents are OCRed when using Machine Learning
• Windows Integration Tools
  • Any blank fields when the document is saved/uploaded to a new Record creates empty data values in the Record
• Search
  • Sort order is not set in results from fresh search
  • Search screen shows add-ins that are not configured for any Record Type (should be limited to Record Types selected)
• E-forms
  • Automation action called from blur event of a Date field does not send updated data from that date field
  • Document Viewer height not setting properly
  • Document Viewer field does not show new documents on first load
  • Tab Field triggers multiple events when clicking button inside tab
  • Public E-forms are not showing all page tabs when any field on the form uses a Team check
  • Hidden/visible check based on Workflow not always working properly
  • Phone number field can still be empty when set to Required
  • Phone number format for EU not working properly