Release Notes – Version 4.38

Release Date: 2026-03-07

 

Deprecated Workflow Actions

Starting in version 4.39 we will be dropping support for 2 workflow actions – ‘POP3 Email Retriever’ and ‘IMAP Email Retriever’. These actions use old authentication methods which are not security compliant. If you are currently using one of these actions, contact support immediately to plan your transition to an alternative method.

 

Variable Change 

Support for {AltValue} has been removed. The first iteration of alternate Record support included {var} syntax to read values from alternate Record. This was replaced with the [<var>] syntax in the second iteration of alternate Records. The {var} syntax was not documented but was left in place to handle the older, beta implementations which have not been active for at least a couple of years. Impact to existing systems should be minimal to non-existent.

 

 

New and Updated Features

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

• E-forms
  • Record Notes field – added option to override Record Type settings for the “editable” option
  • E-form Editor – Editor will now prompt for E-form name when making new form
  • E-form Editor – E-form list can now be filtered by field type
  • E-form Editor – Added menu options to hide/show side panels to make more room for the editing screen
  • E-form Field – Added an After Load event to run actions after an embedded E-form is done loading
  • Modal Field – Changed default setting to not pre-load content
  • Search Results – Add option to log as the user’s search
  • Search Results – Add option to set field to Search ID if search is a logged search
  • Public Search Results – Added options to set fields to Results Count, Record IDs, Single ID
  • Public Document Viewer – Added {recordid} to the supported values in the ‘Set Field When Opened’ settings
  • Panel Field – Added panel open/close automation settings
• Viewer
  • Cursor’s initial focus is now set to the Filter field when viewing RAW data
  • Added option for users to define and save a custom email signature in viewer
• Asset Tracking
  • Multi-Asset – Set focus on first empty field for each new action
  • Multi-Asset – Set focus on barcodes field on ENTER in container field
• System        
  • Support for version 3 icons fully removed
  • Updated barcode libraries
  • Updated Excel libraries
• Workflow
  • Reverse Validator – Added support for number, date and -or- filtering
  • Reverse Validator – Updated logic to improve matching rates
  • Auto Split – Add reasons for split to test results
  • Auto Split – Add option to NOT use Vendor for split
  • REST Action – Added variable replacement on REST headers
  • SFTP Action – Added support for using public/private keys for SFTP connections
• Login / MFA
  • The login screen now asks for Authenticator App code by default if available then has option to change type
• Barcodes
  • Upgraded barcode components for better recognition of certain barcode types
• Variables
  • Removed older {var} syntax for retrieving alternate Record data
• Reports
  • OCR – Updated OCR report to show if document was deleted before or during OCR

 

Fixes

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

• Admin
  • User list filter entry malformed (Applied to 4.36)
• E-forms
  • E-form Editor – Multi-action lost its ‘Loop and Run When’ settings (Applied to 4.36)
  • Tables [#] variable not working inside table value replacement (Applied to 4.36 cloud)
  • Record Notes field not allowing edit/delete when used as Record entry form
  • Document List field showing Not Supported
  • E-forms created in workflow do not preserve non-saving field (labels) server variables for later replacement
  • Public E-forms – background color not affecting entire screen
  • Public Search fields – Custom widths not working on results columns
  • Public document viewer not working with TEXT files
  • Charts – Stacked bar charts not working
• Viewer
  • Document load error does not log anything
  • All pages’ annotations loading at once instead of during their own load
  • Users can upload new docs while other docs are already uploading – possibly causing data corruption
• Workflow 
  • E-forms created in workflow do not preserve server variables for later replacement (shelved)
• Data
  • Cannot change unformatted values when editing data values
• Variables
  • Results of [MONTH] and [DAY] are formatted differently than [MONTH()] and [DAY()]
• System
  • Users sometimes get “Color_Toolbar_BG” error on login
  • Linked Fields – Entry Mode limit is preventing display of linked Records
• QuickBooks
  • QuickBooks Desktop has error when saving invoices with CLASS and CUSTOMER in the same line items
• Search
  • Charts – Stacked bar charts not working