Version 4.26
Release Date: 2024-10-05
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
- E-forms
- Table Field – Added hot keys to ALT up, down, left, right to move through cells
- Table Field – Added highlighting to the active cell
- Added option to secure E-forms to only users with Read/Write for associated Record Types
- Added option in editor to set ALL fields to Save to Record (helps when working with merge forms)
- Updated V4 styling to more accurately apply CSS into contained fields
- Added compatibility setting for V3 styling (defaults ON for existing forms and OFF for new forms)
- Panel Field – Added action to open and close panels
- Table Field – Added [#] as a standard replacement value for row number
- Entry
- Changed active field highlight to a colored background in the actual field – not just a border
- System
- Changed system version to be based on version 4.* instead of 3.*
- Updated Bootstrap version
- Updated Azure components for security, compatibility, and performance
- Updated barcode components
- Search
- Added ability to search for Records that have been / have never been in workflow
- Workflow
- Delete Line Items – Added option to remove the deleted line items from the active Record during processing
- Workflow List – Added ‘Work Selected Items’ option
- Sped up the act of taking a work item
- Reverse Lookup – Adjusted “NO Match” logic to allow for multiple values and quoted values like the YES match logic
- Reverse Lookup – Changed matching logic to account for numeric values that may be split (phone numbers)
- Reverse Lookup – Changed matching logic to account for punctuation differences (“PO Box” vs “P.O. Box”)
- Reverse Lookup – Added ability to match against record field data instead of only OCR data
- Added a Prompt option to workflow buttons to pop up an E-form
- ML Invoice Indexing – Added Sub Total and Tax/Vat field support
- Viewer
- Update thumbnails to use better lazy load algorithm
- Added page number on thumbnails
- Added page numbers to SPLIT screen thumbnails
- Raw edit view now has data filtering and option to hide @.. fields
- Enhanced scanner app to be more responsive and more efficient
- Added page numbers to SPLIT screen thumbnails
- Asset Tracking
- Added the following reports:
- Asset Requests
- Asset Assignments
- Asset Status
- Asset Activity
- Added Home page panels for logged in user’s Asset Requests and Asset Assignments
- Added the following reports:
- Variables
- DMGETLI – Return data and line item data in list
- Favorites
- Added “Remove from Favorites” to search screen and “Clear Favorites” to favorites panel
- Reports
- Record Data History report added that shows data for record as it was at selected date
- SSO
- Added option to specify custom field to use for matching SSO username to the internal Users
- Reports
- Added attachment names to Email report
Fixes
This is a list of the issues we fixed since the previous release
- E-forms
- Email field – Validation is not working for long domain extensions
- Tab field – Clicking tab makes window scroll to top
- Document Viewer and Public Document Viewer – Height and Width settings not working
- File upload field does not allow path characters in document name
- No way to clear the client-side automation settings from fields
- Entry
- ‘Next Field’ logic not working for option lists
- Hot Key Indexing not advancing workflow automatically
- System
- Document save not triggering revision
- Reports
- “Records by Year” showing in the Record Report list
- Reporting on reporting dates returns records with dates outside range due to UTC vs Local Time
- Viewer
- Portals tab not showing up
- Printing multiple documents with certain PDFs causes an exception
- Certain XLSX files open very slowly
- Search
- Searching on Created/Changed dates returns records with dates outside range due to UTC vs Local Time
- Record Data Security does not work correctly with numeric values with NOT syntax
- Workflow
- Auto Index – Standard version auto-index not working