Release Notes – Version 4.21

Release Date: 2024-03-21

New and Updated Features

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

• Security
  • MFA codes have been revised in this release. This means users who were previously using an MFA App will need to set it up again in the system.
  • Updated MFA logic to require user to enter authorization code after setting up MFA app
  • Updated Google SSO to newest login method
• File Conversions
  • When converting text file to PDF we now use a font of “Courier New” with a font size of 10 for better layout
  • Added break page logic when converting text files PDF. Text of <PAGEBREAK> will break to a new page.
• Viewer
  • Changed viewer to only show signature annotations when DocuSign is configured in the system
  • Added special ‘Rights’ message to admins when Record not found
  • Made sure the “list filter” text box is not shown during Add-In data prompt
  • Auto-Complete – Adjust size and position of drop down to allow more entries to be seen and more of the text for each
  • Added user option to auto-open a specific category when loading
• E-forms
  • Added E-form option for the client-side scripting engine to be more secure
  • Table Field – Added [#] as Row Number to the table button click’s Set Field Value logic
  • Table Field – Added ‘Required’ setting for column
  • Table Field – Added Regex support to Text columns
  • Changed fields to only show red border/background when required and empty or regex mismatch
  • Table Field – Added ability to return FOOTER value using {Table|Row|Col} syntax when using Row = F
  • Added Location to the Hidden/Visible When options (I.e. Loaded from Home, Toolbar, Search, Record, or Document)
  • Table field – Added ability to set Option column lists dynamically in the same manner as regular Option fields
  • Search Field – Added option to configure results columns when using Search IDs
  • Hidden Field – Changing default behavior to NOT always load latest value from Record unless dropped from Record Type field list
  • Flex Columns – Added Child Spacing setting that controls the spacing of contained fields
  • Tab Field – Added option to set default tab at load time
  • Tab Field – Added ability to change the active tab at runtime
  • Auto-Complete – Adjust size and position of drop down to allow more entries to be seen and more of the text for each
  • Added ability to do variable replacement in field headers
  • Tab Field – Added ability to do variable replacement for tab names
  • When a new field is dropped onto the form, we now make sure its name is unique
  • Fields with duplicate names are shown in the editor with a warning symbol
  • Table Field – Added option to allow users to sort by column
  • Table Field – Added ability to set the sort via an action
  • Table Field – Add filter support to Option columns
  • Calculations – Added ability to Sum, Average, Min, Max or Count values in a string using calcSum(), clacAvg(), etc calculations
  • Added Number of Pages to E-form list in Admin
  • Table Field – Added ability to set columns Hidden or Disabled
• Workflow
  • Workflow List – Added search column view
  • Workflow List – Added shift-click for range selecting (like search screen)
  • ‘Create System Report File’ action – Added ability to run a Storage Report file
  • Added Named Record capability to the following actions:
    • Merge Document Template
    • Set Active Record
    • Save Record
  • Added logic to ensure Named Record functions work only on Enterprise edition
  • “Update E-form” action – Added this action to update documents to the latest version of an E-form template
  • Added option to the LOOP settings to iterate through them in reverse order
  • Delete Documents action – Added option to specify ID of document to delete
  • Added system option (Main Options) to specify the time of day to send out workflow summary emails
  • Reverse Lookup Validator – Added Cat/Sub/Name and Page settings
  • Removed LOOP capability from actions that loop internally like Search and Run, Document Loop, etc.
  • Auto-Split – Automatically queue up documents for rendering when split is complete
  • Render Documents – New action to render documents for faster viewing
  • Combine PDFs – Add logic to skip action if no documents match criteria
  • Returning clearer message for “Email Sender Not Verified” error
• Login Screen
  • Updated login screen to use newer front end toolkit
• Admin
  • Record Types – Added text to let admins know they can only relate record types on header fields
  • Record Types – Reorganized sections and options
  • Added High DB Usage message to Alerts section of Admin for hosted sites
  • Added ‘Copy All Actions’ and ‘Paste All Actions’ in Workflow, Add-Ins, and Action Sets action lists
  • Users – Add “Related” section that shows all the Work Triggers the User is assigned
  • Teams – Add “Related” section that shows all the Work Triggers the Team is assigned
• OCR
  • Added more logging for troubleshooting
  • Changed logging to always use “mm/dd/yy hh:mm:ss tt” format
• Retention
  • Changed system alerts to be sent to full admins and not area admins – i.e. admins that only have access to certain area(s)
  • Added High DB Usage emails for hosted sites
• Variables
  • WICOUNT – Counts the number of current work items based on parameters
  • EFORMDATA – Returns data from current Record that was saved via an E-form
  • DATACHANGED, DATACHANGEDUTC – Return date/time data changed by RecordID and Name
  • DATETIME – Added ability to send in parameters like  DATE to compute other dates
  • DATEONLY – Works like DATE but only returns date portion after computations
  • DATE – Changed default return format to “g” which is “M/d/yyyy hh:mm” (previously returned seconds as well – M/d/yyyy hh:mm:ss“). This change was made to stay compatible with the format of the [DATETIME] command.
  • TABLENAMES – Returns list of the table names in the current Record
• Home
  • Added “Pin Chart” option to make one chart a zoomed chart on top and the others stacked below
• Add-Ins
  • Added error message for when Search Add-In fails
  • Added logging and reporting to the Add-In system
• Performance Enhancements
  • Admin – Delay loading items that are not critical – i.e. Stamps, IP Limits, etc. to make Admin screen load faster
  • Admin – Loading all admin lists more efficiently
  • WebJobs – Added delay between operations to give DB some breathing room to not overload systems
  • Delay work item loading on system load
  • Workflow – Sped up workflow list query and made sure to limit to only 1 query at a time
  • Workflow – Changed the ‘Take Work Item” code to run more efficiently
  • Workflow – Updated logic to not log Workflow changes with the Audit data
  • Viewer – Loading Documents and Data more efficiently
  • E-forms – Updated logic on Hide/Show to make it more efficient on multi-page forms
  • E-forms – Increased speed of saving large E-forms
• Reports
  • Added ‘Current Work Item Summary’ report
  • Added ‘Add-In History’ report
• System
  • Updated barcode engine for improved speed and better recognition
• Direct URLs
  • Entry – Added support for sending in data values on the URL
• Licensing
  • Premise – Added way to request updated license if server already licensed
  • Updated Software screen to handle Archival license level

Fixes

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

• AutoComplete Field
  • Sometimes throws an error when searching. Issue happens when too much data is in records that are found.
• Workflow
  • Blank notifications are not using standard email template
  • LOOPACTIONCTR value not being sent into other looping actions (Search and Run, Line Item Loop, etc.) contained inside the Loop Action
  • Entry data not loading next Record when Record Type entry set to E-form and Workflow set to Get Next Item
  • Email sending not being logged if trigger from public e-form
  • Line Item Loop is inheriting values from parent Line Item Loop actions
  • QBO – Sync fails when empty DM to QBO field mapping exists
• Search
  • User list field not being limited to defined Team
  • Field formatting of ‘g’ or ‘G’ not working in search results
  • If a Record Type’s Record Security setting is added without any criteria an error happens
  • Cannot open record that does not have indexes defined
• Misspellings
  • “Receive” misspelled as “Receieve” in various places
• Admin
  • Applications not working on non-enterprise sites – cannot select type for new entries
  • Branding – Toolbar badge preview colors not working
  • Workflow – Option to turn off exceptions is not showing
• E-forms
  • Public E-form throws error after save without redirect
  • Large e-forms causing error when trying to edit
  • Public Search field does not properly support Static value types in the field mapping
  • E-form field – Changing dynamic e-form ID will not load existing document even if configured to do so
  • Public E-forms – Save redirect happens but error shows for a moment
  • Email sending not being logged if trigger from public e-form
  • Uploading from E-form Table row upload causes E-form to close
  • Importing E-form in admin list fails if form is too big
  • Public E-form using an E-form field to show another E-form fails with security message
• Viewer
  • Split screen view – Right side document not showing if image
  • Split screen view – Right side document toolbar showing in viewer
• Reports
  • Current Work Item Report – Work Item ID does not work in search
• Variables
  • TABLE does not return columns with line feeds or other non-printable characters in their names