Release Notes – Version 4.36

Release Date: 2025-12-13

 

New and Updated Features

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

• Workflow
  • Merge Templates
    • Added XLSM file type to supported merge template formats
    • Added routine to recalculate formulas after spreadsheet (XLSX/XLSM) merge
    • Scaled down images to make the merge faster and more efficiently
    • Added option into the embedded image tags to control image clarity based on a 1 to 10 scale
    • PreserveSize option logic has been updated as follows:
      • If True, the image is sized exactly to image bounds (width AND height)
      • If False, the image is sized to fit inside of image bounds (width OR height)
  • Set PDF compression to ON for newly created PDF actions such as Merge Document Template, Combine Existing Documents, etc.
  • Set Return Options – Workflow action to return option data to option-based fields
• E-forms
  • Added button to move all fields out of a Flex Column or Panel
  • Flex Columns – Allow contents to not be loaded when field is hidden and load them only after field is visible (just like tabs)
  • Tables – Add cell-specific rules to enable, disable, etc.
  • Mapping Fields – Added Mapping fields to use Google Maps to map locations, directions, points of interest and more
  • Calendar Fields – Added monthly Calendar and Agenda Calendar fields with corresponding actions to manage events
  • Tables – Add more control over which buttons to show – Add, Insert, Copy and Delete
  • Actions – Added “Show Alert Message” action to be able to show messages to user using the built-in alerts
  • Added Months Named and Months Numbered to Component Fields
  • REST Action – Updated to be able to handle more advanced REST scenarios
  • Added the following functions:
    • dateYear – Returns the year of a date
    • dateMonth – Returns the month of a date
    • dateDay – Returns the day of a date
    • dateAdd – Adds years, month and days to a date
  • Added the following variables
    • Field:INDEXOF:value – Returns the index offset of the option with the given value
    • Field:VALUE:index – Returns the VALUE of the option at the given index offset 
    • Field:TEXT:index – Returns the TEXT of the option at the given index offset 
  • Multi-Option – Added options to show buttons next to check boxes instead of text
  • Hidden / Visible – Added ‘Not Contains’ logic
  • Button Field – Added option for button to be the submit button for the current form or modal
  • Action – Refresh Data action added
  • Checkbox Field – Added setting to work with Multi-Option values
  • E-forms List – Added feature to remember the filter value between sessions
  • formatTime function has been updated to be more flexible based on the parameters used
  • Added “Edit Action Set” button by Server Automation selections
  • File Upload field – Added option to set a max pixel width/height for JPG/JPEG files to reduce file sizes
  • Added a DMGET builder to the Dynamic Options panel for option-based fields
  • Tables – Added Min and Max support to Date and Number fields in tables
• Viewer
  • Added Record Type option to call Add-In or E-form when Document word clicked in viewer
  • Added ability to sort CSV column in viewer by clicking the header
  • Moved the office add-in check to happen only on first office document view (avoids permission check until actually needed)
  • Added UI option to turn off Document Notes per Record Type
• Variables
  • DMGETOPTIONS – Added support for using “RecordID” to return the ID of the Record that the option comes from
  • DMGETEVENTS – Returns Record data as events for Calendar E-form fields
  • DMGETMAPLOCS – Returns Record Data to represent locations for Locations Map fields
  • DOCUMENTNOTES / DOCUMENTNOTESCOUNT / DOCUMENTNOTESOBJ – Returns notes, note counts and note objects from a specific Document
  • [FIELD(#)] added as a simplified syntax for returning line item field values
• Admin
  • Added logic to item imports to be sure the import file is of the correct type
  • All filtered lists – Hit enter while filtering to 1 item and that item opens
• Integration Utility
  • Updated printer driver to work with the newest Windows 11 release
• Asset Tracking
  • Updated Multi-Asset screen to show all records that were not found while processing
• OCR
  • OCR Results report – Added “Total Minutes” column to report download
  • Viewer – Manual OCR no longer performs barcode reading – just OCR only
  • Workflow – Changed the default barcodes used in the OCR action to 3 of 9, 128 and 2 of 5
  • Added barcode read timeout of 30 seconds to prevent messy pages from taking too long

 

 

Fixes

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

• E-forms
  • Record Notes field not supported (applied to 4.35)
  • Save for later loses signatures when saved into system
  • Form Automation settings are getting lost when form is loaded from public link
  • Action Sets that are run from E-forms are not logged to workflow monitor
  • Panel “Toggle When” setting not working
  • Empty options can cause JavaScript error
  • DateTime field is adding comma between date and time
  • Variable replacement not working consistently
  • Flex Columns – 2x8x2 column sizing does not wrap columns properly
  • Tables – Text label columns should be read only but can be edited
  • Min and Max not working on Date and Number fields
• Viewer
  • Click indexing can set User List field to bad value
  • User List field is not disabled during entry when field is set to Read Only
  • Page rotation not working properly when using Rearrange Pages or Classify
• Variables
  • UserTeams does delimit when you skip the delimiter setting
  • LEFT and RIGHT not working if value is blank
• dmRestHelper
  • Annotations and Words REST endpoints not working (applied to 4.35)
• Merge Templates
  • Word Merge – [TableData] variable is case sensitive when it should not be
• Rich Text Fields
  • Hitting the ENTER key causes the typing cursor to move to the top of the Rich Text box
• Premise Installer
  • Scheduled tasks not always running as configured
• Signatures
  • Leaving signature area while signing can lose parts of the signature
• Workflow
  • [DEL] error when no data to delete – 5 places