Version 4.33
Release Date: 2025-06-29
Functionality Change EOY 2025 – V3 Icon Removal
We are phasing out the V3 icon set at the end of 2025. You need to update your E-forms, Workflow Buttons, etc. to V4 icons as soon as you can. If you cannot find a suitable icon in the V4 icon set, please send an email to support. NOTE: The V3 icons have been removed from the available icon list already so any icon you can select is a V4 icon. V3 icons will continue to work until the end of 2025.
Functionality Change
The DMGETLI variable has been changed slightly to avoid naming conflicts. Since Header and Line Item values are all returned in the same collection, the Header fields you wish to return must be explicitly specified. If you leave that option blank then no header fields are returned. Also, if a Header field and a Line Item field that are returned have the same name then the Header field is renamed with “-Header” appended to the name to avoid JSON field naming conflicts. Previously this would cause an error.
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
- Variables
- JSONRECORD – Return a JSON string of the specified Record
- DMGETLI and DMGET2 – Added support for sending in RecordID as a search value
- REQUIREDDOCS – Returns all required documents
- REQUIREDDOCS and MISSINGDOCS – Added “json” delimiter to get list of documents in JSON format
- DMGETOPTIONS – Updated “unique” setting logic to take filter value into account (unique by value and filter)
- Workflow
- Added drop zones into empty action lists
- Line Item Loop – Added Alternate Record option to line item loops
- Add Data to CSV – Added option to create CSV in memory
- Run Action Set / Search and Run action Set – Added link to edit Action Set from the Run Action Set action (works in Workflows, Add-Ins, Action Sets)
- Search and ??? – Updated “Record IDs” setting to allow splitting on comma, semi-colon or pipe
- Icons
- Removed V3 icons from the Icon Selector. Previously-selected icons still work – you just cannot select V3 icons for any new items.
- RecordType
- Updated option that shows entry screen full width so it can be used with or without an E-form
- Added option to allow standard Line-Item panel to be shown with E-forms
- Added option for records to open in Edit mode
- Record Type Link fields (Auto-Complete) – Added option to enforce security on linked Records
- Viewer
- CSV – Changed view to inline only (no rendering or annotations available)
- CSV – Changed page count to be a function of line count
- XLSX / XLSM / XLS – Spreadsheets over 1000 lines are shown as a Download / View in Office option only
- Added document thumbnails
- Added Expand/Collapse All option to document list
- Add-Ins
- Added option to have active Record/Document available in Toolbar Add-Ins
- Required Documents Panel
- Updated functionality of the panel so the completed items will open when clicked instead of starting an upload action
- Added # missing to Required Docs panel button
- Added action color to Required Docs panel button when there are any Documents missing
- Portals
- Added logic to stop workflow from cycling when workflow does not proceed properly
- Admin
- Added Security option (in Main Options) to allow non-admins to see and restore deleted documents
- QuickBooks Online
- Added FullyQualifiedName property to field named FQName (for Class, Item, Custom, Vendor, Account, and Location items)
- Added Custom Field Sync action
- Security
- Made Password Change link in email into a link instead of plain text
- System
- Updated date display to show based on any valid date format (culture neutral)
- E-forms
- Search Results – Added support for Workflow search settings
- Default E-form icons have been updated to V4 (Save, Cancel, Print, etc.)
- E-form Field – Added Document ID setting to be able to load a specific Document in the E-form viewer
- Linked Fields (Auto-Complete) – Added Automation Events – Focus, Blur, Change
- Record Type Link fields (Auto-Complete) – Added option to enforce security on linked Records
- Search
- Updated ‘Global Search’ notification to a yellow banner instead of red
- Browser Scanning
- Added more error handling for unstable connections
Fixes
This is a list of the issues we fixed since the previous release
- Environment
- Hidetoolbar URL parameter not working
- AutoComplete
- AutoComplete field does not reset to a blank value when it previously had a value and is blanked out
- Workflow
- Lock / Unlock E-form actions are calling automation events when loading the E-form for lock/unlock
- “Connections” using SQL (premise only) will not allow blank values to be passed into parameters
- “Search and Run Actions” action does not get [LOOPACTIONCTR] form outer loop (also affected Merge Existing Doc, Set User OOO and Update E-form Field Values)
- Asset Tracking
- Requested Date is off based on UTC time offset
- Viewer
- Notes not showing work trigger name until the workflow step has completed
- AutoComplete fields on page 2+ are not working
- Portals
- Open URL actions don’t work in Action Sets
- E-forms
- Timer – Open Web Link action not working
- Error uploading documents in public e-form when [USER] variable is used in RT default values
- Cannot remove client side automation selections
- Variables
- DMGETLI – Returning Header and LineItem field with the same name causes error
- Search
- Searching using ‘Assigned to Me’ not showing workflow buttons when opening Record
- Document Shares
- Inline option still downloads document instead of showing inline