Release Notes – Version 4.24

Release Date: 2024-06-29

New and Updated Features

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

• Variables
  • TABLEROWNUM – Returns the row number of a table that matches the supplied criteria
  • TABLEVALUE – Returns the value from a table based on Row Number and Column Name
  • JSONWHERE – Returns subset of JSON array by matching property values
• Record Type
  • Added option to scanner settings to save last scan settings to Record for use for next scan
• Workflow
  • Auto-Split – Added ‘Split by Document’ option to keep documents intact
  • Increased the speed of data saving within Workflow
  • “Move/Copy Data in Memory” action – Moves/Copies data in memory and not in the database. The Database version does not reflect any changes in the active Records where the Memory version does.
  • Reverse Validator – Added tilde ~ syntax to match fields to use entire field as match instead of splitting the value with double quotes
  • Added more logging info for items not found for processing
  • Added JSON Array Loop that will loop through a JSON Array and run actions for each item in the array
  • Search grid-like view updated to show current data from Record instead of data cached with work item
• E-forms
  • Tables – Added ability to make rows enabled, disabled, hidden, and visible based on values
  • Added client-side automation events for After Load and Before Save
  • Button Bar – Added option to have bar work as a navigation tool (default) or a simple list of buttons
  • Rich Text – Set default to NOT dynamically load its contents from Record or Form data
  • Document Viewer – Added dynamic capability to RecordID, DocumentID, Category, SubCategory and Name properties
  • Table – Scan All Rows added to be able to scan docs for all table rows one at a time
  • Record Notes – Added Record Notes field that can be placed into an E-form
  • Number field – Add Decimal Places and Currency options
  • Search Results – Added ‘Results Per Page’ setting
  • Public Search Results – Added ‘Results Per Page’ setting
• Reports
  • Added ‘Records By Year’ report that shows # of records created per Record Type per Year
  • Storage Report – Added ‘No Record Type’ line to account for the Records not in a Record Type
  • Storage Report – Added download button
  • Email and SMS reports called directly from record screen now show all data and not just last 7 days’ data
• Search
  • Search Results – Added option to highlight the last Record that was opened, previewed, or otherwise operated upon
  • Cascading Option fields are now fully supported in search screen
  • Results – Read only records are all set to have yellow background and not just every other one
  • Results – Add help at top of results to show when records are Read Only
• Viewer
  • Added option to allow users to edit Notes
  • Added option to categorize notes using Note Type if defined in the Record Type settings
  • Added option to allow or disallow private notes
  • Added option to prompt for document properties when dropping new document into document panel
• Admin
  • Added Description field to Teams
• Portals
  • Added Record and Document pointers to E-forms hosted in portals so buttons and other events know the Record they came from

Fixes

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

• UI Memory Leaks
  • Viewer and other UI components leaking memory which causes browser to forcibly close pages
• Workflow
  • OCR – Second pass of OCR is not removing the First and Last N pages options form the first pass
  • ‘Reassign to Users’ action sending emails when trigger configured to NOT send
  • ‘Reassign To Default’ action sending standard notification message and not the configured message
  • Description field in work item does not reflect changes made in Assignment Actions
  • Column view mode in workflow lists not showing column 6
  • Workflow item links in emails are not always clickable
  • Convert to PDF – Converting E-form to PDF does not get Record data – only Document data
  • “Get Next Item in Queue” setting is staying in last Record instead of going Home when queue empty
• E-forms
  • I-frame field not accepting hosted page’s messages
  • E-form saved and routed within a Record redirects user to Home page instead of staying in Record
  • Saving a container field that is more than 2 levels deep as a custom field causes the 2nd level container field to be saved instead of the one selected
  • Error routing E-form after Documents saved can cause NULL error
  • Not all field changes are being detected for client side computations
  • Timer Field – Timer only repeats 2 times then stops
  • Labels are still saving their values to the system so are not re-evaluating on the next load
  • Deleted line items still showing up in Line Item tables
• System
  • Inactivity logout not working
• Viewer
  • Image toolbar shows double
  • Categories where has user no rights are showing with the Show All Categories option
  • All toolbars from related document comparison screen show up in main viewer
  • Scanner App scan button can be clicked before Cat/Sub/Name is ready 
• OCR
  • OCR jobs not being retried properly after failure
  • Vision engine returning intermittent errors