Release Notes – Version 4.18

Release Date: 2023-11-18

New and Updated Features

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

• Workflow
  • Added concept of ‘Named Records’ where you can add records to a named list so you can access them by name in your workflow
  • Added Named Record support to all actions that have Active / Alternate Record support
  • Added action – Search and Name Record
  • Renamed ‘Add Record Hold’ and ‘Remove Record Hold’ actions to ‘Add Retention Hold’ and ‘Remove Retention Hold’ respectively
  • Added ability to convert E-forms to PDF in workflow using the Convert to PDF action
  • Admin – Added separate buttons for new Trigger vs new Process
  • Added action – Record Report – Runs specified report for a Record and saves into a CSV
  • Admin – changed all “Search and…” actions to be simpler by removing Line Number from search options
  • Added option to write an action’s exception into Record field instead of stopping the current process
  • Create Document Share – Added ability to send email notifications and run workflow actions
  • Added ‘Work Trigger’ filter to workflow lists
  • Added work trigger filter options to Home screen workflow list
• Variables
  • EPOCH – Returns the number of seconds past 1/1/1970 (UNIX epoch)
  • DATETIMEFULL / TIMEFULL – Returns the date and time with seconds in server time
  • DATETIMEFULLUTC / TIMEFULLUTC – Returns the date and time with seconds in UTC time
  • HASNAMEDREC – Returns the Yes/No values if the Name supplied is in the Named Records list
  • NAMEDRECID – Returns ID of Record based on the Name supplied
  • NAMEDRECDATA – returns data values from Named Records
  • Added Named Record support to LI, LICOUNT and LINENUM variables
  • DOCUMENTFILENAME – Returns the full name and extension of a document
  • DMGETOPTIONS – Added Unique option to return only unique items based on the Value Field
  • RECORDNOTESOBJ – Added Date to note object
  • RECORDNOTESOBJ – Added sort parameter
  • RECORDNOTES and RECORDNOTESOBJ – Added Descending parameter
  • UNIQUEDATA – Returns the unique values from a field in a Record Type
  • RESTGET – Added option to pull XML data from REST and convert to JSON
• Search
  • Added -IN- logic to be more efficient if searching for a list of values (does not work with ! or # values – just actual values)
  • Added logic to remove duplicate values from -OR- searches to reduce server impact
  • Added ‘Record Saved’ message after record saved using inline edit screen
  • Added Line Items tab to search in line item data
  • Added color coding to search tabs to show when there is something selected or entered inside the tab
  • Make Document Notes full text searchable
• Viewer / Record
  • Showing and logging more information on Merge Doc merge errors
  • Click Indexing – Using CTRL key in Line Items while rubber band indexing will force multi-line text into the current field instead of splitting between rows
  • Set Portals button to the Action color when there are portals for Record (same way Notes button works)
  • Added option to email user when document share is downloaded
  • Added the number of notes to the Notes button and the number of portals to the Portals button
  • Clipboard feature – Added ability to place Moved/Copied documents into other Cat/Sub
  • Added option to edit multiple documents at once
• E-forms
  • Made E-form saving from admin screen much faster (currently optional)
  • Flex Columns – Add 2x4x2x4 column type
  • User List Field – If team specified but not found then show that there are no users to select
  • Added ability to feed values into an embedded E-form from the hosting E-form using Set Field Value actions
  • Added Spacer field to add space between other fields
  • Added padding settings to Panel fields
  • Added option to Highlight all fields of a certain type
  • Changed field hover to show Delete and Actions icons where Actions expands to show other actions when clicked
  • Added DocMgt Actions type for buttons and menus that allow you to navigate users to the built in Search and Entry screens
  • Radio Field – Added setting to make options look like buttons
  • Added Shadow setting for container field types – i.e., Panels, Flex Columns, etc.
  • Public E-forms – Changed “Logging In” message to “Loading…”
  • Timer Field – Added option to set the interval seconds independently
  • Timer Field – Added ability to set the value to nothing to stop timer or to a number to start timer
  • Flex Columns – Added option to set column types dynamically via actions
  • List Group field added
  • Field Spacing – Changed settings from adding to the parent values, to replacing the parent values
  • Timer Field – Added ability to use client fields for timer setting
  • Multi-Action Field – Added Condition that controls whether or not the actions run based on a condition
  • Organized Display Settings panel
  • Flex Columns – Added option to allow hidden fields to be skipped during layout
  • Admin – Use V4 e-form editor exclusively. Remove V3 option.
  • Action Type – Validate form field data based on field settings (like form save)
  • Action Type – Call Action Set – added option to send Record and Document into action set
  • Changed Iframe field icon
• Entry / Search
  • User List Field – If team specified but not found then show that there are no users to select
• Direct URLs
  • Added ‘entry’ URL with optional Scan and Workflow commands
• Add-Ins
  • Added options to show Add-Ins in the Admin and Reporting drop-down panels in the top toolbar
  • Added Add-Ins toolbar menu to the mobile UI
• QBO
  • Added Billable flag support to line items
  • Added Taxable flag support to line items
  • Added Customer support to line items
  • Added ability to add bills with Item based line items
  • Added support for saving Purchase Orders into QBO
• Record Type Admin
  • Add formatting options for number and date fields and add links for reference
  • Rearranged Record Type Link field settings 
• Reports
  • Added ‘Segments’ to the SMS report
• System
  • Updated icon library to include more icons and update the SAVE icons to V4
  • Updated JavaScript web communications library
  • Branding – Updated default branding color scheme

Fixes

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

• OCR
  • Logging long strings in status field causes errors
  • Long file names cause error in processing
• Search
  • Searching using ‘Last Added’ sort does not carry over to the next page of results
  • Negative numbers not being highlighted properly in search results
  • Refreshing search results or editing record in search results may refresh data incorrectly
  • JavaScript error when evaluating charting data
• E-forms
  • Masked Entry field type not showing up in Convert Field To list
  • Document Viewer – JavaScript error when updating category
  • Public E-forms – Automation that runs on load runs twice for authenticated public E-forms
  • AutoComplete Field – Not adhering to link limits when fields are in E-form without a name
  • Document Viewer – Preparing Document message does not go away if no documents
• Workflow
  • Inactive/deleted users still have work items assigned to them
  • Email and SMS messages sent via Workflow and Add-Ins are not always logged as coming from the active Record
  • Deleted Vendor Records are being used in Reverse Vendor Matching process
• Variables
  • HASVALUE throws error where there is no active Record
  • PROP – Not properly parsing JSON
  • Values with [ in them cause parsing errors for other variables
  • WORKITEMID not returning values or returns error
• Word Merge
  • Using a Rule to remove a table throws an error
• Reports
  • SMTP Report fails when body text of emails has too much data
• Record
  • Portals button not showing in Record screen
• Icons
  • V3 icons not showing in V4 UI
• Retention
  • Retention events firing hours later than expected
• Document Shares
  • Shares using V3 URLs instead of V4 when URL copied