Release Notes – Version 4.28

Release Date: 2025-01-18

New and Updated Features

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

• System
  • Change user select lists to sort on Full Name and not Username
• Variables
  • DOCUMENT*** Variables (DOCUMENTSIZE, DOCUMENTNAME, etc.) – Added RecordID option for first Document in specified Record
  • USERTEAMS – Added option to return IDs, Names, OtherInfo, or Description (previously only returned Name)
  • FIELDLIKE – Allows you to return a value from a record field based on a LIKE match of its name – i.e. [FIELDLIKE(*Name*)]
  • DMGETOPTIONS – Added last parameter to specify a CSV’s DocumentID to use for lookup
  • DOCUMENTCREATEDBY, DOCUMENTCHANGEDBY – The ID of the User who created and last changed the document respectively
  • DOCUMENTCREATEDBYNAME, DOCUMENTCHANGEDBYNAME – The UserName of the User who created and last changed the document respectively
  • DOCUMENTEFORMID – The ID of the E-form on which the Document was based
  • DOCUMENTRECORDID – The ID of the Record in which the Document is stored
  • DATAHISTORY – Returns values that a Record’s field had from previous edits
  • DATAHISTORYCOUNT – Returns count of values that a Record’s field had from previous edits
  • IF – Added pattern matching using LIKE or L operator
  • DOCUMENTS – Get JSON formatted list of Documents based on parameters
  • DOCIDDATAANNO – DATAANNO with Document ID specified
• Search
  • Added CTRL key option to “Export to CSV” to export in the old format (headers and line items on their own lines)
  • Added option to the Inline Exporter to launch Exporter Service for exporting if it is installed (requires latest Exporter Service install)
  • Added CTRL key option the “Export Checked/All’ options to download Exporter config for specified Records (requires latest Exporter Service install)
• Workflow
  • Added labels to action UI
  • Apply Annotations – Added variable support for DataName and DataValue when applying data annotations
  • Sped up the “Validating Work Item” process when opening a work item
• Teams
  • Added OTHERINFO property for integration use
• E-forms
  • Renamed ‘List Group’ field to ‘Simple List’ to make it clearer what that field does
  • Updated client-side {table} variable to be able to extract full table contents for display purposes
  • Text Label – Added option to Show All Spaces instead of condensing the output to single spaces all the time
  • Document Viewer – Rearranged settings so all are together and added help text
  • Scanner Field – Added field that allows Windows users to scan documents
  • Component Fields – Added drop downs for All Hours, All 15 min and All 5 min
  • Hidden/Visible, etc. – Added client info such as Windows / Not Windows, Mobile / Not Mobile
  • Search Results – Option to place the ID of a lone searched Record into a field
  • Toolbar Drop Down E-form – Configure in Main Options for all users or Teams for just a Team’s users
  • Panel – Added “close” button option
  • Search Results – Added options to hide/show top/bottom pager sections
  • Document List field added
  • Standardize height/width settings support for containers
  • Added {SCREENHEIGHT} variable to get the viewable height of the screen
  • Actions – Changed window name selections to allow for custom names
  • Actions – If window name matches current name, then stay in current session instead of reloading browser
  • Actions – Added action to upload files from File Upload field
  • Button Bar – Added option to add buttons based on DMGETOPTIONS
  • Button Bar – Changed default to Simple mode instead of Navigation mode
  • Added variable replacement to field labels
  • Added variable replacement to Panel Header and Footer text
  • Added Custom Style CSS to E-form Display settings to apply to ALL matching fields in the form
• Audit Logs
  • Audit system now excludes certain data values from logging – CSVLine, @ variables, individual Table cell values
• Full Text Storage
  • Changed system to save full text data to the document storage location to save database space
• Record / Viewer
  • Added option to show line items full width below image and entry panel (Enterprise only)
  • Changed document list columns to show Created / Changed info better
  • Added View Height setting for image viewing
  • Set viewer to remember your last view mode (width vs height) and use that setting until you change it
  • Added option to show viewer edit in full screen width when using E-forms (replaces document viewer completely)
• Entry from Toolbar
  • Updated Scanner settings to also use the default Doc Upload settings for Category / SubCategory / Name
• Add-Ins
  • Added option of whether or not to refresh the Record screen after Add-In runs
  • Added client-side actions to start/end edit mode, open/close documents, scan documents, etc. (Enterprise only)
• Reports
  • Storage Report – Changed “No Record Type” item to “System Records/Documents”
  • Deferred Actions – Add-Ins are now labeled as Add-In actions instead of blank in the report
• – Linked Fields
  • Added option to allow users to add simple linked values on the fly
• Portals
  • Added option to show/hide password on login screen

Fixes

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

• Saved Searches
  • Only first 25 saved searches showing up for user
• Search 
  • Security settings with ^ values cause errors
  • Linked field Display value lookup is causing errors when populating search results
• E-forms
  • Users are redirected to Home page when an E-form is started from viewer screen with routing
  • Public Search Results field is not doing variable replacement for button click values
  • Offline E-forms not re-loading from saved cache – error text displays
  • Fields that do not have options still try to fill options dynamically if field was converted from an option list
  • E-form saves are logging as document revisions
  • Public Search Results – Record click not working
  • Multi-Action field fires events before other field values have been set (needs delay)
  • Record Notes field will load ALL notes for ALL records if no Record ID is available
  • Panel field shows scroll bars when not needed
• Record / Viewer
  • Opening in entry mode makes entry screen reopen on every page change
  • Cannot edit E-form that you have Read/Write rights to if the Record is read only
  • Cannot Delete or multi-edit Read/Write documents if Record is Read Only
  • Deleting line items in the RAW Data editor does not renumber the remaining line items on save
  • Viewing record with no record type causes document viewer to stop working
• Workflow
  • Linked field Display value lookup is causing errors when populating workflow description
  • Reverse Validator not matching on all phone number formats
• Admin
  • Users – CSV Export is missing AssetManagent property
  • CRON tester not accurate
• Document Shares
  • Doc Shares still send emails after Record deleted
  • Error message of “True” shows when share not available
• UI
  • Large Record Type configs cause failure loading list into local browser cache and users see ‘No Searchable Record’ Types error
• Reports
  • SMTP report fails when searching TO email
• SQL Database
  • Full text not being fully utilized on databases that have been moved to other servers