Release Notes – Version 4.19

Release Date: 2023-12-30

New and Updated Features

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

• SMS
  • Added options for managing SMS at the site level with your own Twilio account
  • Added ability for premise systems to use SMS
• Admin
  • Added ‘Test Email’ button
  • Added ‘Test SMS’ button
  • Added highlight to the last opened items in admin lists
  • Added duplicate GUID check for Work Triggers
  • Show Merge Templates sorted and shown by Record Type in selection lists
  • Added support for a Named Record in the variable tester
• Toolbar
  • Made workflow panel more mobile friendly by converting buttons to drop downs on small screens
  • Removed number badges from E-forms and Add-Ins icons to clean up the toolbar look
  • Added filters to Search, Entry, E-form, and Add-In drop down lists
  • Added ability to import CSV data through Entry screen
  • Moved inline add-Ins to a drop down menu on smaller screens
  • Remove Last Record and Last Search if there are none
  • Added Start Page link to mobile menu
• Viewer / Record Screen
  • Changed OCR buttons to be branded as Action buttons
  • Added option to view CSV files in a native browse viewer instead of rendered
  • Adjusted sizing to better fit viewer into browser windows
  • Added TABLE data viewer for admins to view the Machine Learning table information
  • Rearranged bottom viewer options
  • Updated the filename of document dropped from viewer to desk/folder to be based on the document name and not the ID
  • Viewer now allows dropping of files from desktop/folder directly into specific position in document list
  • Removed Rearrange Pages, Re-Generate Thumbnails and Set as Record Image options for E-forms
  • Added filters to Add-In and E-form panels to make finding the Add-In or E-form quicker
  • Sped up saving document order changes
  • Hiding “Page #” label on right side of pages for smaller screens to preserve space
  • Updated reports tab to remove report name text for smaller screens to preserve space
  • Updated signature annotation images
  • When editing, ‘Edit’ button text changes to ‘Documents’
  • Added support for viewing HTML/HTM documents
  • Added Document Data view option for Admins
• Licensing
  • Cleaned up features to show only when licensing allows
  • Added ‘Archive’ licensing tier which excludes Workflow, Add-Ins, Action Sets, E-forms and Collaboration
• Variables
  • DATEFROMTERMS – Computes Due Date based on payment terms
  • USERSTARTPAGE – Returns the current user’s start page
  • TEAMOPTIONS – Returns list of teams formatted for E-form option lists
  • RIGHT / LEFT – Added negative number support to return length – # characters
• Workflow
  • Invoice ML – Added logic to capture computed Due Date based on Invoice Date and Terms as Invoice_Master_ComputedDueDate. This value is also used as Invoice_Master_DueDate if no due date found on invoice.
  • Added option for custom icon display in workflow list rather than image thumbnail
  • Email Action – Updated UI to give more room for content
  • Value In List rule – Added # and !# support
  • Added ‘Workflow Assignment Search’ action – Look up workflow assignments from another record type
  • Admin – Moved ‘Skip Security’ setting for search actions into the general options panel 
  • Added ‘Lock Record’ setting to trigger to Lock a Record while being worked and unlock when done
  • Added option to show record data in a “stacked” view in workflow list
  • Added support for email addresses to be split by lines as well as semi-colons and commas
• E-forms
  • Added option to swap 2 E-forms (Useful for rolling out new form versions)
  • Added option to open E-form preview from E-form admin list
  • Updated the “Save” and “Save and Close” functions in the E-form editor to be much faster
  • Editor – Added ‘Loading Toolbox’ animation
  • Table Field – Added option to remove drop-down arrow from option list to save space
  • Added ability to set Option Lists dynamically using events (buttons, etc)
  • Updated stringContains() function to accept yesval and noval parameters for easier comparisons
  • Option Field – If saved value is not in option list then that value is added to list to make sure there is a match
  • Added ability to Hide/Show fields using events which override the calculated Hide/Show
  • Added ability to Enable/Disable fields using events which override the calculated Enable/Disable
  • Multi-Action Field – Added “Run When” logic to actions much like the Hidden/Visible when for fields
  • Toolbar Field – Added “Show When” logic to menu options much like the Hidden/Visible when for fields
  • Button Bar Field – Added “Show When” logic to buttons much like the Hidden/Visible when for fields
  • Tab Field – Added “Show When” logic to tabs much like the Hidden/Visible when for fields
  • Updated quick options menu
  • Editor – Now confirming you wish to leave editor if changes are not saved
  • Editor – Now tracking changes and only allowing save if changes have been made
  • Added customization to Public Save/Cancel messages
  • Made Public Save/Cancel messages look more presentable
  • Missing Fields on Save – Now showing missing/malformed field list by Page to make it easier for users to know where fields are
  • Designer – Added filter to ‘Hidden/Visible When’ field list to make it easier to find the correct field
  • Line Item Tables – Added option to customize auto-populate settings differently than how the Record Type is set
  • Table – Added hover text (title) is content of field > 10 characters
  • Flex Columns – Added animation to drag and drop to make it easier to see affects of field changes
  • Option, Multi-Option and Radio – Added notice about options being synced with Record Type field
• Icons
  • Added more icons to the Icon Selector
  • Added option to set to NO icon in selector
• SSO
  • Added option to hide the Standard Login button if SSO is enabled
  • Added option to auto-redirect for SSO logins automatically (skips login page unless logout is performed)
• Direct URLs
  • Added support for “?rtid=” parameter to the ‘searchvalue’ URL to perform a full text value within a specific Record Type
• Search
  • Added workflow test option to search screen (for admins only)
• Home
  • Renamed “Saved Searches” and “Saved Charts” to “My Searches” and “My Charts” respectively
  • Added drag and drop sorting to “My Searches”\
  • Added search description to My Searches panels
• Reports
  • Added option to share saved reports with other users
• Adobe Sign
  • We removed support for Adobe Sign due to lack of interest/use
• DocuSign
  • Added support for inline signature field codes
• System
  • Updated Logout screen
• Record Type
  • Add default Category, SubCategory, and Name to documents uploaded through the Toolbar Entry screens
• QBO
  • Line items are now assumed to be of type Category (Account) unless a Product/Service (Item) code is specified in line item data
  • Added basic support for Terms but only if named QBOTerms and using Id/Name properties from QBO

Fixes

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

• E-forms
  • Images uploaded through UI not working
  • Moving from form to form breaks multi-action fields’ value watching
  • Multi-Option – Having no value causes error in JavaScript
  • Table Field – Number and Label columns not honoring ‘Decimal Places’ setting when reloaded
  • Labels have “Save to Record” settings visible when they should not
  • When E-form documents are not found, a new E-form is created instead of throwing an error. Error should be thrown or a new E-form could be created with new default data which is not correct.
  • Dragging “drop here” label in containers caused error
• Branding 
  • Images uploaded through UI not working
• Reporting
  • Audit Log Report – Details for E-forms were showing default System Options (not live system options)
  • Time zone offset does not properly take daylight savings into consideration which causes times to be off in reports
• Viewer
  • E-form Printing – Images from Documents not merging properly
• File Drag and Drop
  • Drop event happened in parent and child container which could cause the same file to upload twice in rare occasions
• Variables
  • Named Records variables throw exceptions instead of returning blank values
  • MATH variable is not stripping out the invariant currency symbols before performing math functions
  • FORMAT and other variables cannot properly handle ¤ characters (invariant currency)
  • LINENUM assuming range match when adding blank TO along with Named Record
• Workflow
  • Create Doc Share – Only creates share for first document even when ‘ALL Documents’ option is selected
  • Email Action – Links embedded in email using [variables] adds the server URL to the beginning of the URL
  • Rules not working when checking # for line item data
  • Exporting and Importing processes in the same site causes erroneous child trigger linking
• Signatures
  • Some mobile devices had their signatures shrunk after signing
• Add-Ins
  • Search add-ins not applying signatures to selected records
• System
  • ‘Please Wait’ spinner not showing up depending on branding (white on white)
• Toolbar
  • Document Uploads report link was loading Collaboration Portal report
• Collaboration Portals
  • Admin – Shared Documents not allowing edit or Required E-forms
• Collaboration Portals
  • When viewing portal, only first click on Open Document works. Other clicks get error
  • Admin – Rearranging documants and e-forms not working right
• QuickBooks 
  • QuickBooks sync fails on QuickBooks Advanced edition due to date formats differences between it and other editions
• Admin
  • Merge Templates from deleted Record Types still showing in admin screens as valid options
• Home
  • Saved Searches with Variables not working properly
• Search
  • Quick edit with E-form entry screen does not show progress while saving or refresh when save is complete