Release Notes

Version 4.22

Release Date: 2024-04-27

New and Updated Features

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

System Data Formatting Change

Changed data saving/searching logic to treat leading zeros that look like currency amounts as numbers instead of strings (0.08, 00123.45). Values like this that are already saved will remain treated as string values. New ones saved or updated will be treated as numeric.

Record Preview

Added an "Open in New Window" button to the Record Preview window

Variables

ERRORCOUNT - Returns the number of errors that have been logged within a date range
SERVERBANNERURL - Returns the URL for the image banner used in the Public Search screen and default E-form image
DOCLINE - Returns the first line in a text-based document that matches the specified text
DOCLINENUM - Returns the line number of the first line in a text-based document that matches the specified text
DMGETOPTIONS - Added support for Filter and Amount values to be pulled into dynamic lists
LICOUNT - Added wildcard support to the WHERE Clause for matching on partial values
DMGET2 - Added support for line items fields to be returned

Merge Documents

Added ability to use a web URL for images that are merged into docs (Word only) by prefacing with "URL:" along with the URL for the Alt Text. See the "To Merge a Web Image" section this article - https://docmgt.com/document-merge-templates/ for details.

Workflow

CSV Loop - Added option to skip the First/Last N lines
CSV Loop - We now strip out non-printable characters like line feeds, etc from the header names
Convert to CSV - Added action to convert XLS and XLSX files to CSV
Convert to PDF - Changed logic to allow converting PDF files to PDF (allows for compression, etc.)
Convert to PDF - Add variable support to the Save Document settings
Run Connection - Added multi-update when no records found via connection
Reorganized Assignment / Misc section and only allow compatible settings to be selected
Added support for Contracts as part of our AI / Machine Learning tools
Added option to confirm workflow button click with custom text
Lookup Table Reverse Validator - Updated logic to better match on values with delimiters such as hyphens, etc.

Viewer

Email button added for E-forms (system will attempt to merge form into template for emailing)

Admin

Changed "Select All" in all admin lists to only select those items that are in the current filtered list and deselect the hidden items
Branding - Added SVG support for image upload

Personal Work Queue

Added option to clear your Personal Work Queue. It is available in the My Settings area.

Home

Updated Home Page layout to better fit in mobile screens

E-forms

Added 'Go To Page' action
Added 'Perform Field Validation' action
Added {PageNumber} variable that evaluates to the current page number
Added direct entry for all slider controls in Form, Page and Field properties
Added field-level label width property
Added SVG support for image upload
Added options to Split and Merge pages
IFRAME - Added option to allow for pages to send data back to E-forms
Search Results - Added column width setting
Search Results - Update Mapping Screen
Search Results - Added 'NoWrap' setting

Inline Exporter

Added option to remove LF and CR from data values

Office Add-Ins

We now create EXE and MSI versions of the installer to allow for automatic/pushed installations
EXE and MSI versions are available for download in the Admin / Software section

Fixes

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

PDF Merge

PDF Merge not allowing IMAGE: tag for images

Searching

Large JSON values slow down searching during the data formatting phase

Search / Security

Record security with multiple AND criteria not working correctly

Right image box has invalid padding on left and right which shows border

E-forms

Custom fields not working properly after saving new item

Viewer

Downloading multiple documents converts them to PDF binary

Version 4.21

Release Date: 2024-03-21

Functionality Change

Starting with this release, all workflow assigned to a user will show in their workflow lists - even when the user does not have access to the Record. It is up to the workflow administrator to be sure to assign the items ONLY to users with access. If a user tries to open a work item they do not have rights to, the system will show them an error that they don't have rights.

New and Updated Features

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

Security

MFA codes have been revised in this release. This means users who were previously using an MFA App will need to set it up again in the system.
Updated MFA logic to require user to enter authorization code after setting up MFA app
Updated Google SSO to newest login method

File Conversions

When converting text file to PDF we now use a font of "Courier New" with a font size of 10 for better layout
Added break page logic when converting text files PDF. Text of <PAGEBREAK> will break to a new page.

Viewer

Changed viewer to only show signature annotations when DocuSign is configured in the system
Added special 'Rights' message to admins when Record not found
Made sure the "list filter" text box is not shown during Add-In data prompt
Auto-Complete - Adjust size and position of drop down to allow more entries to be seen and more of the text for each
Added user option to auto-open a specific category when loading

E-forms

Added E-form option for the client-side scripting engine to be more secure
Table Field - Added [#] as Row Number to the table button click's Set Field Value logic
Table Field - Added 'Required' setting for column
Table Field - Added Regex support to Text columns
Changed fields to only show red border/background when required and empty or regex mismatch
Table Field - Added ability to return FOOTER value using {Table|Row|Col} syntax when using Row = F
Added Location to the Hidden/Visible When options (I.e. Loaded from Home, Toolbar, Search, Record, or Document)
Table field - Added ability to set Option column lists dynamically in the same manner as regular Option fields
Search Field - Added option to configure results columns when using Search IDs
Hidden Field - Changing default behavior to NOT always load latest value from Record unless dropped from Record Type field list
Flex Columns - Added Child Spacing setting that controls the spacing of contained fields
Tab Field - Added option to set default tab at load time
Tab Field - Added ability to change the active tab at runtime
Auto-Complete - Adjust size and position of drop down to allow more entries to be seen and more of the text for each
Added ability to do variable replacement in field headers
Tab Field - Added ability to do variable replacement for tab names
When a new field is dropped onto the form, we now make sure its name is unique
Fields with duplicate names are shown in the editor with a warning symbol
Table Field - Added option to allow users to sort by column
Table Field - Added ability to set the sort via an action
Table Field - Add filter support to Option columns
Calculations - Added ability to Sum, Average, Min, Max or Count values in a string using calcSum(), clacAvg(), etc calculations
Added Number of Pages to E-form list in Admin
Table Field - Added ability to set columns Hidden or Disabled

Workflow

Workflow List - Added search column view
Workflow List - Added shift-click for range selecting (like search screen)
'Create System Report File' action - Added ability to run a Storage Report file
Added Named Record capability to the following actions:

Merge Document Template
Set Active Record
Save Record

Added logic to ensure Named Record functions work only on Enterprise edition
"Update E-form" action - Added this action to update documents to the latest version of an E-form template
Added option to the LOOP settings to iterate through them in reverse order
Delete Documents action - Added option to specify ID of document to delete
Added system option (Main Options) to specify the time of day to send out workflow summary emails
Reverse Lookup Validator - Added Cat/Sub/Name and Page settings
Removed LOOP capability from actions that loop internally like Search and Run, Document Loop, etc.
Auto-Split - Automatically queue up documents for rendering when split is complete
Render Documents - New action to render documents for faster viewing
Combine PDFs - Add logic to skip action if no documents match criteria
Returning clearer message for "Email Sender Not Verified" error

Updated login screen to use newer front end toolkit

Admin

Record Types - Added text to let admins know they can only relate record types on header fields
Record Types - Reorganized sections and options
Added High DB Usage message to Alerts section of Admin for hosted sites
Added 'Copy All Actions' and 'Paste All Actions' in Workflow, Add-Ins, and Action Sets action lists
Users - Add "Related" section that shows all the Work Triggers the User is assigned
Teams - Add "Related" section that shows all the Work Triggers the Team is assigned

Added more logging for troubleshooting
Changed logging to always use "mm/dd/yy hh:mm:ss tt" format

Retention

Changed system alerts to be sent to full admins and not area admins - i.e. admins that only have access to certain area(s)
Added High DB Usage emails for hosted sites

Variables

WICOUNT - Counts the number of current work items based on parameters
EFORMDATA - Returns data from current Record that was saved via an E-form
DATACHANGED, DATACHANGEDUTC - Return date/time data changed by RecordID and Name
DATETIME - Added ability to send in parameters like DATE to compute other dates
DATEONLY - Works like DATE but only returns date portion after computations
DATE - Changed default return format to "g" which is "M/d/yyyy hh:mm" (previously returned seconds as well - M/d/yyyy hh:mm:ss"). This change was made to stay compatible with the format of the [DATETIME] command.
TABLENAMES - Returns list of the table names in the current Record

Home

Added "Pin Chart" option to make one chart a zoomed chart on top and the others stacked below

Add-Ins

Added error message for when Search Add-In fails
Added logging and reporting to the Add-In system

Performance Enhancements

Admin - Delay loading items that are not critical - i.e. Stamps, IP Limits, etc. to make Admin screen load faster
Admin - Loading all admin lists more efficiently
WebJobs - Added delay between operations to give DB some breathing room to not overload systems
Delay work item loading on system load
Workflow - Sped up workflow list query and made sure to limit to only 1 query at a time
Workflow - Changed the 'Take Work Item" code to run more efficiently
Workflow - Updated logic to not log Workflow changes with the Audit data
Viewer - Loading Documents and Data more efficiently
E-forms - Updated logic on Hide/Show to make it more efficient on multi-page forms
E-forms - Increased speed of saving large E-forms

Reports

Added 'Current Work Item Summary' report
Added 'Add-In History' report

System

Updated barcode engine for improved speed and better recognition

Direct URLs

Entry - Added support for sending in data values on the URL

Licensing

Premise - Added way to request updated license if server already licensed
Updated Software screen to handle Archival license level

Fixes

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

AutoComplete Field

Sometimes throws an error when searching. Issue happens when too much data is in records that are found.

Workflow

Blank notifications are not using standard email template
LOOPACTIONCTR value not being sent into other looping actions (Search and Run, Line Item Loop, etc.) contained inside the Loop Action
Entry data not loading next Record when Record Type entry set to E-form and Workflow set to Get Next Item
Email sending not being logged if trigger from public e-form
Line Item Loop is inheriting values from parent Line Item Loop actions
QBO - Sync fails when empty DM to QBO field mapping exists

User list field not being limited to defined Team
Field formatting of 'g' or 'G' not working in search results
If a Record Type's Record Security setting is added without any criteria an error happens
Cannot open record that does not have indexes defined

Misspellings

"Receive" misspelled as "Receieve" in various places

Admin

Applications not working on non-enterprise sites - cannot select type for new entries
Branding - Toolbar badge preview colors not working
Workflow - Option to turn off exceptions is not showing

E-forms

Public E-form throws error after save without redirect
Large e-forms causing error when trying to edit
Public Search field does not properly support Static value types in the field mapping
E-form field - Changing dynamic e-form ID will not load existing document even if configured to do so
Public E-forms - Save redirect happens but error shows for a moment
Email sending not being logged if trigger from public e-form
Uploading from E-form Table row upload causes E-form to close
Importing E-form in admin list fails if form is too big
Public E-form using an E-form field to show another E-form fails with security message

Viewer

Split screen view - Right side document not showing if image
Split screen view - Right side document toolbar showing in viewer

Reports

Current Work Item Report - Work Item ID does not work in search

Variables

TABLE does not return columns with line feeds or other non-printable characters in their names

Version 4.20

Release Date: 2024-01-13

New and Updated Features

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

E-forms

Added client-side functions for use in labels, etc.

dmFieldLen(Field) - usage: {dmFieldLen({FieldName})}
dmRemaining(Max, Field) - usage: {dmRemaining(100,{FieldName})}

Math Label - Added currency formatting option
Table - Text Label - Added currency formatting option

Viewer

Added Related record count to tab, but only when 5 or less record types are linked (for performance reasons)
Added QR Code as another barcode to read when using OCR manually. Manual OCR now reads the following barcodes:

QR Code
Code 3 of 9
Code 128
Standard 2 of 5
UPCA
UPCE
EAN8
EAN13
Intelligent Mail
PostNet

Now logging more info on "error opening document"

Reports

Storage Report - Purging will now purge deleted Documents from active Records

Workflow

Display Setting - Renamed 'E-form with...' to 'Document / E-form with..."
Display Setting - Add "Document / E-form with Footer Bar' option (shows doc full screen but still shows footer options)

Fixes

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

Toolbar

Workflow Panel - Trigger and RecordType selectors stay open after clicking them
Workflow Panel - 'No Due Date' filter not working

E-forms

Editor - Maximum value label says Minimum on the Number and Slider fields
Sketch Pad causes endless loop when anything drawn into it in designer
Sketch Pad not honoring initial opacity setting when form loads

Workflow

Workflow notification emails not associated with Record in the Email logs
Work triggers not all loading in cache (too large)

Full text search not working properly if search value contains period characters

Viewer

Cannot rearrange documents when > 25 in record

Version 4.19

Release Date: 2024-01-06

New and Updated Features

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

Added options for managing SMS at the site level with your own Twilio account
Added ability for premise systems to use SMS

Admin

Added 'Test Email' button
Added 'Test SMS' button
Added highlight to the last opened items in admin lists
Added duplicate GUID check for Work Triggers
Show Merge Templates sorted and shown by Record Type in selection lists
Added support for a Named Record in the variable tester

Toolbar

Made workflow panel more mobile friendly by converting buttons to drop downs on small screens
Removed number badges from E-forms and Add-Ins icons to clean up the toolbar look
Added filters to Search, Entry, E-form, and Add-In drop down lists
Added ability to import CSV data through Entry screen
Moved inline add-Ins to a drop down menu on smaller screens
Remove Last Record and Last Search if there are none
Added Start Page link to mobile menu

Viewer / Record Screen

Changed OCR buttons to be branded as Action buttons
Added option to view CSV files in a native browse viewer instead of rendered
Adjusted sizing to better fit viewer into browser windows
Added TABLE data viewer for admins to view the Machine Learning table information
Rearranged bottom viewer options
Updated the filename of document dropped from viewer to desk/folder to be based on the document name and not the ID
Viewer now allows dropping of files from desktop/folder directly into specific position in document list
Removed Rearrange Pages, Re-Generate Thumbnails and Set as Record Image options for E-forms
Added filters to Add-In and E-form panels to make finding the Add-In or E-form quicker
Sped up saving document order changes
Hiding "Page #" label on right side of pages for smaller screens to preserve space
Updated reports tab to remove report name text for smaller screens to preserve space
Updated signature annotation images
When editing, 'Edit' button text changes to 'Documents'
Added support for viewing HTML/HTM documents
Added Document Data view option for Admins

Licensing

Cleaned up features to show only when licensing allows
Added 'Archive' licensing tier which excludes Workflow, Add-Ins, Action Sets, E-forms and Collaboration

Variables

DATEFROMTERMS - Computes Due Date based on payment terms
USERSTARTPAGE - Returns the current user's start page
TEAMOPTIONS - Returns list of teams formatted for E-form option lists
RIGHT / LEFT - Added negative number support to return length - # characters

Workflow

Invoice ML - Added logic to capture computed Due Date based on Invoice Date and Terms as Invoice_Master_ComputedDueDate. This value is also used as Invoice_Master_DueDate if no due date found on invoice.
Added option for custom icon display in workflow list rather than image thumbnail
Email Action - Updated UI to give more room for content
Value In List rule - Added # and !# support
Added 'Workflow Assignment Search' action - Look up workflow assignments from another record type
Admin - Moved 'Skip Security' setting for search actions into the general options panel
Added 'Lock Record' setting to trigger to Lock a Record while being worked and unlock when done
Added option to show record data in a "stacked" view in workflow list
Added support for email addresses to be split by lines as well as semi-colons and commas

E-forms

Added option to swap 2 E-forms (Useful for rolling out new form versions)
Added option to open E-form preview from E-form admin list
Updated the "Save" and "Save and Close" functions in the E-form editor to be much faster
Editor - Added 'Loading Toolbox' animation
Table Field - Added option to remove drop-down arrow from option list to save space
Added ability to set Option Lists dynamically using events (buttons, etc)
Updated stringContains() function to accept yesval and noval parameters for easier comparisons
Option Field - If saved value is not in option list then that value is added to list to make sure there is a match
Added ability to Hide/Show fields using events which override the calculated Hide/Show
Added ability to Enable/Disable fields using events which override the calculated Enable/Disable
Multi-Action Field - Added "Run When" logic to actions much like the Hidden/Visible when for fields
Toolbar Field - Added "Show When" logic to menu options much like the Hidden/Visible when for fields
Button Bar Field - Added "Show When" logic to buttons much like the Hidden/Visible when for fields
Tab Field - Added "Show When" logic to tabs much like the Hidden/Visible when for fields
Updated quick options menu
Editor - Now confirming you wish to leave editor if changes are not saved
Editor - Now tracking changes and only allowing save if changes have been made
Added customization to Public Save/Cancel messages
Made Public Save/Cancel messages look more presentable
Missing Fields on Save - Now showing missing/malformed field list by Page to make it easier for users to know where fields are
Designer - Added filter to 'Hidden/Visible When' field list to make it easier to find the correct field
Line Item Tables - Added option to customize auto-populate settings differently than how the Record Type is set
Table - Added hover text (title) is content of field > 10 characters
Flex Columns - Added animation to drag and drop to make it easier to see affects of field changes
Option, Multi-Option and Radio - Added notice about options being synced with Record Type field

Icons

Added more icons to the Icon Selector
Added option to set to NO icon in selector

Added option to hide the Standard Login button if SSO is enabled
Added option to auto-redirect for SSO logins automatically (skips login page unless logout is performed)

Direct URLs

Added support for "?rtid=" parameter to the 'searchvalue' URL to perform a full text value within a specific Record Type

Added workflow test option to search screen (for admins only)

Home

Renamed "Saved Searches" and "Saved Charts" to "My Searches" and "My Charts" respectively
Added drag and drop sorting to "My Searches"\
Added search description to My Searches panels

Reports

Added option to share saved reports with other users

Adobe Sign

We removed support for Adobe Sign due to lack of interest/use

DocuSign

Added support for inline signature field codes

System

Updated Logout screen

Record Type

Add default Category, SubCategory, and Name to documents uploaded through the Toolbar Entry screens

Line items are now assumed to be of type Category (Account) unless a Product/Service (Item) code is specified in line item data
Added basic support for Terms but only if named QBOTerms and using Id/Name properties from QBO

Fixes

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

E-forms

Images uploaded through UI not working
Moving from form to form breaks multi-action fields' value watching
Multi-Option - Having no value causes error in JavaScript
Table Field - Number and Label columns not honoring 'Decimal Places' setting when reloaded
Labels have "Save to Record" settings visible when they should not
When E-form documents are not found, a new E-form is created instead of throwing an error. Error should be thrown or a new E-form could be created with new default data which is not correct.
Dragging "drop here" label in containers caused error

Branding

Images uploaded through UI not working

Reporting

Audit Log Report - Details for E-forms were showing default System Options (not live system options)
Time zone offset does not properly take daylight savings into consideration which causes times to be off in reports

Viewer

E-form Printing - Images from Documents not merging properly

File Drag and Drop

Drop event happened in parent and child container which could cause the same file to upload twice in rare occasions

Variables

Named Records variables throw exceptions instead of returning blank values
MATH variable is not stripping out the invariant currency symbols before performing math functions
FORMAT and other variables cannot properly handle ¤ characters (invariant currency)
LINENUM assuming range match when adding blank TO along with Named Record

Workflow

Create Doc Share - Only creates share for first document even when 'ALL Documents' option is selected
Email Action - Links embedded in email using [variables] adds the server URL to the beginning of the URL
Rules not working when checking # for line item data
Exporting and Importing processes in the same site causes erroneous child trigger linking

Signatures

Some mobile devices had their signatures shrunk after signing

Add-Ins

Search add-ins not applying signatures to selected records

System

'Please Wait' spinner not showing up depending on branding (white on white)

Toolbar

Document Uploads report link was loading Collaboration Portal report

Collaboration Portals

Admin - Shared Documents not allowing edit or Required E-forms

Collaboration Portals

When viewing portal, only first click on Open Document works. Other clicks get error
Admin - Rearranging documents and e-forms not working right

QuickBooks

QuickBooks sync fails on QuickBooks Advanced edition due to date formats differences between it and other editions

Admin

Merge Templates from deleted Record Types still showing in admin screens as valid options

Home

Saved Searches with Variables not working properly

Quick edit with E-form entry screen does not show progress while saving or refresh when save is complete

Version 4.18

Release Date: 2023-11-18

New and Updated Features

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

Workflow

Added concept of 'Named Records' where you can add records to a named list so you can access them by name in your workflow
Added Named Record support to all actions that have Active / Alternate Record support
Added action - Search and Name Record
Renamed 'Add Record Hold' and 'Remove Record Hold' actions to 'Add Retention Hold' and 'Remove Retention Hold' respectively
Added ability to convert E-forms to PDF in workflow using the Convert to PDF action
Admin - Added separate buttons for new Trigger vs new Process
Added action - Record Report - Runs specified report for a Record and saves into a CSV
Admin - changed all "Search and..." actions to be simpler by removing Line Number from search options
Added option to write an action's exception into Record field instead of stopping the current process
Create Document Share - Added ability to send email notifications and run workflow actions
Added 'Work Trigger' filter to workflow lists
Added work trigger filter options to Home screen workflow list

Variables

EPOCH - Returns the number of seconds past 1/1/1970 (UNIX epoch)
DATETIMEFULL / TIMEFULL - Returns the date and time with seconds in server time
DATETIMEFULLUTC / TIMEFULLUTC - Returns the date and time with seconds in UTC time
HASNAMEDREC - Returns the Yes/No values if the Name supplied is in the Named Records list
NAMEDRECID - Returns ID of Record based on the Name supplied
NAMEDRECDATA - returns data values from Named Records
Added Named Record support to LI, LICOUNT and LINENUM variables
DOCUMENTFILENAME - Returns the full name and extension of a document
DMGETOPTIONS - Added Unique option to return only unique items based on the Value Field
RECORDNOTESOBJ - Added Date to note object
RECORDNOTESOBJ - Added sort parameter
RECORDNOTES and RECORDNOTESOBJ - Added Descending parameter
UNIQUEDATA - Returns the unique values from a field in a Record Type
RESTGET - Added option to pull XML data from REST and convert to JSON

Added -IN- logic to be more efficient if searching for a list of values (does not work with ! or # values - just actual values)
Added logic to remove duplicate values from -OR- searches to reduce server impact
Added 'Record Saved' message after record saved using inline edit screen
Added Line Items tab to search in line item data
Added color coding to search tabs to show when there is something selected or entered inside the tab
Make Document Notes full text searchable

Viewer / Record

Showing and logging more information on Merge Doc merge errors
Click Indexing - Using CTRL key in Line Items while rubber band indexing will force multi-line text into the current field instead of splitting between rows
Set Portals button to the Action color when there are portals for Record (same way Notes button works)
Added option to email user when document share is downloaded
Added the number of notes to the Notes button and the number of portals to the Portals button
Clipboard feature - Added ability to place Moved/Copied documents into other Cat/Sub
Added option to edit multiple documents at once

E-forms

Made E-from saving from admin screen much faster
Flex Columns - Add 2x4x2x4 column type
User List Field - If team specified but not found then show that there are no users to select
Added ability to feed values into an embedded E-form from the hosting E-form using Set Field Value actions
Added Spacer field to add space between other fields
Added padding settings to Panel fields
Added option to Highlight all fields of a certain type
Changed field hover to show Delete and Actions icons where Actions expands to show other actions when clicked
Added Actions type for buttons and menus that allow you to navigate users to the built in Search and Entry screens
Radio Field - Added setting to make options look like buttons
Added Shadow setting for container field types - i.e., Panels, Flex Columns, etc.
Public E-forms - Changed "Logging In" message to "Loading..."
Timer Field - Added option to set the interval seconds independently
Timer Field - Added ability to set the value to nothing to stop timer or to a number to start timer
Flex Columns - Added option to set column types dynamically via actions
List Group field added
Field Spacing - Changed settings from adding to the parent values, to replacing the parent values
Timer Field - Added ability to use client fields for timer setting
Multi-Action Field - Added Condition that controls whether or not the actions run based on a condition
Organized Display Settings panel
Flex Columns - Added option to allow hidden fields to be skipped during layout
Admin - Use V4 e-form editor exclusively. Remove V3 option.
Action Type - Validate form field data based on field settings (like form save)
Action Type - Call Action Set - added option to send Record and Document into action set
Changed Iframe field field icon

Entry / Search

User List Field - If team specified but not found then show that there are no users to select

Direct URLs

Added 'entry' URL with optional Scan and Workflow commands

Add-Ins

Added options to show Add-Ins in the Admin and Reporting drop-down panels in the top toolbar
Added Add-Ins toolbar menu to the mobile UI

Added Billable flag support to line items
Added Taxable flag support to line items
Added Customer support to line items
Added ability to add bills with Item based line items
Added support for saving Purchase Orders into QBO

Record Type Admin

Add formatting options for number and date fields and add links for reference
Rearranged Record Type Link field settings

Reports

Added 'Segments' to the SMS report

System

Updated icon library to include more icons and update the SAVE icons to V4
Updated JavaScript web communications library
Branding - Updated default branding color scheme

Fixes

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

Logging long strings in status field causes errors
Long file names cause error in processing

Searching using 'Last Added' sort does not carry over to the next page of results
Negative numbers not being highlighted properly in search results
Refreshing search results or editing record in search results may refresh data incorrectly
JavaScript error when evaluating charting data

E-forms

Masked Entry field type not showing up in Convert Field To list
Document Viewer - JavaScript error when updating category
Public E-forms - Automation that runs on load runs twice for authenticated public E-forms
AutoComplete Field - Not adhering to link limits when fields are in E-form without a name
Document Viewer - Preparing Document message does not go away if no documents

Workflow

Inactive/deleted users still have work items assigned to them
Email and SMS messages sent via Workflow and Add-Ins are not always logged as coming from the active Record
Deleted Vendor Records are being used in Reverse Vendor Matching process

Variables

HASVALUE throws error where there is no active Record
PROP - Not properly parsing JSON
Values with [ in them cause parsing errors for other variables
WORKITEMID not returning values or returns error

Word Merge

Using a Rule to remove a table throws an error

Reports

SMTP Report fails when body text of emails has too much data

Record

Portals button not showing in Record screen

Icons

V3 icons not showing in V4 UI

Retention

Retention events firing hours later than expected

Document Shares

Shares using V3 URLs instead of V4 when URL copied

Version 4.17

Release Date: 2023-10-14

New and Updated Features

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

Added "Quick Edit" option to allow editing of header data in formatted screen directly in the search results
Removed the feature that writes notes into the Records when the Export utility was run from search results

Record Type

Added UI Settings option to allow read only users to apply annotations

E-forms

Multi-Option - Added special '*ALL*', '*NONE*', and '*INVERT*' value checks to trigger selecting all items, no items, or inverting the section of items respectively
Multi-Option - Added special '*CLEAR*' value check to trigger clearing all items from the list
Added Masked Input field to allow entry based on masked patterns
Admin - added naming to non-saving fields so they can be referred to more easily from buttons, toolbars, etc.
Tables - Added CTRL-DOWN and CTRL-UP to move entry down and up 1 row respectively
Math Label - Added Division and Modulus operators
Math Label - Updated logic to automatically remove currency symbols for computations
Math Label - Added Decimal Places setting to round numbers
Internal Search Field - Added ability to place button in search results to trigger actions on the selected Record
Updated Hidden/Visible when panel to show only the operators that are allowed for the object/field selected
Added Drop Down Menu option to toolbar field
Stopped field header from wrapping in designer
Public Search - Allow for -OR- searches
Internal Search - Allow for -OR- searches
Search fields - Can now use static values as search values
Added an option to the 'Run Action Set' actions to send Record and Document references with the call
Added Open and Close Modal action types buttons and multi-actions
Changed 'Loading E-form' message to a simpler 'Loading...' message since E-forms are now used for many things other than just collecting form data
Enabled Max Height and Min Height settings on all container fields

Automation / Retention

Added ability to schedule Automation and Follow Up Actions using server time zone or UTC instead of forcing UTC
Adding email address to error log when failing to send workflow summary email

Viewer

Add ability to allow read only users to apply annotations (using Record Type UI settings)
Add option to download E-forms that have a merge template assigned
Workflow Panel - Changed the "take" checkbox into a 'Make Active' button
Added option to set the Record Image / Thumbnail
Emailing from viewer no longer places your email in FROM by default
Added support for notes to display line breaks

Windows Integration

Updated Printer to latest driver version

Start Page

Added icon for user's start page which only shows if Start Page is set
When setting your start page, the screen now refreshes to load the new settings

Workflow

Added RECORDCTR variable into the Search and Run Actions loop
Added @ASSIGNEDTO and @ASSIGNEDTOINIT values to Record being routed
added 'Stop Processing' action which can stop the processing of actions without having to throw an error

Favorites

Added ability to drag and drop to reorder your favorites

Scanning

Added more detailed logging to Scanning client
Added 0-byte check to be sure the scanner returned binary data for the scan

Added an MFA section in Admin / User Edit panel which allows for:

Generating MFA bar code to help users set up their Authentication App
Resetting user's MFA secret so the MFA code is no longer valid in their Authentication App

Added system options to select which MFA methods are allowed - Email, SMS or App
MFA changed to allow users to log in without MFA in order to set up their Auth App if that is the only method available to them

Variables

WFUSERS - Updated to use the users in the current work item if Record ID and Trigger ID are empty or 0 and the current work item is available

Security

Added more logging to Azure AD sign in sequence to log username on login failure to help troubleshoot
Added failed AAD logins to login error report

Emails

Added logic to ensure Email Subject is a single line string to avoid sending errors

Portals

Changed the FROM Email to be Portal From Email if available or System Default From Email as a fall back

Reports

Added option to restart a deferred action

Fixes

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

Viewer

Upload progress bar is not computing properly on large uploads
Text color for sticky note text is showing using background color in preview screen
Making a workflow item active from the workflow panel will hang browser if the work item is set for Indexing mode
Add-Ins that prompt for values AND signatures get stuck with Please Wait dialog in the way
Empty email FROM address is stopping the emails from viewer when it should allow for default FROM address on empty

Admin

Misspelled word in the Set Return Data action instructions
Log In as user not working - says user is Inactive

System

Dollar signs being replaced with non-culture currency symbol in back end processes (including OCR)
SSO auto login causing 'Force Password Change' flag to be set on for some users
Deferred Action Set can skip running due to too many jobs at one time

Workflow

BREAKDATA document is showing up in some AP workflows that have trailing pages with columns of lots of text (contracts, etc.)
Some variable replacement in workflow actions are not using document values
OCR - Workflow is continuing before all documents are OCRed when using Machine Learning
Apply Annotation does not support variable page numbers

Windows Integration Tools

Any blank fields when the document is saved/uploaded to a new Record creates empty data values in the Record

Sort order is not set in results from fresh search
Search screen shows add-ins that are not configured for any Record Type (should be limited to Record Types selected)
'Starts With' and 'Ends With' field options are showing for all field types when they should only show for TEXT fields

E-forms

Automation action called from blur event of a Date field does not send updated data from that date field
Document Viewer height not setting properly
Document Viewer field does not show new documents on first load
Tab Field triggers multiple events when clicking button inside tab
Public E-forms are not showing all page tabs when any field on the form uses a Team check
Hidden/visible check based on Workflow not always working properly
Phone number field can still be empty when set to Required
Phone number format for EU not working properly
Radio, Option and Multi-Option fields not adding their values to the TOTALAMOUNT values

Portals

Extra spaces at beginning or end of email or password not allowing logins (copying text from emails can add spaces)

Version 4.16

Release Date: 2023-09-09

Possible Breaking Change

Impact Probability Level: Low

Performing an OR search in the UI has been changed slightly in this release. Previously, you would enter "A or B" and the system would search where the value is "A" or "B". This release changes the OR value to be "-OR-" instead of "OR". So now you need to use "A -or- B" to do a manual OR search. Of course, the easiest way to OR search in the UI is to use the "Toggle Multiple Value Search" button on the right side of the field and enter one value per line.

Corrective Action

If you have any saved searches based on the old " OR " logic, they will need to be updated to " -OR- " to make sure they operate properly.

New and Updated Features

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

Workflow

If an Exception action is used but no exception text is given, the error shown will now be 'Unknown Workflow Exception'
Added TEST button to Search and Create action
Added 'Run Connection' action type (see 'Connections' below)
Auto-Classify - Changed the classification title to reflect the Cat/Sub Cat/Name of the classification
Auto-Classify - Added expand/collapse to the items in the classifications list
Changed workflow to use more efficient "flat" structure internally to avoid stack overflow errors

E-forms

Added option to send in values from the E-form via Call Action Set with alias names using 'ALIAS:NAME' syntax
Table - Added ability to highlight rows based on column values
Changed designer so right panel can grow larger on larger screens
Added Confirmation action type to Multi-Action fields
Added Icon display field
Search field - Now opens record in workflow mode if search included 'Routed to Me'
Tabs field - Add background and text coloring to tabs

Viewer

Added ability to show/hide annotations for Read/Write users
Added 'Sticky Note' annotation type
Added ability to double click Text and Sticky Note annotations to edit them
Moved annotation color button 2 places to the left on toolbar
Added User Annotations feature to save and reuse annotations

Variables

AUTONUM - Added better error message for when the AUTONUM variable is not valid
PIPETOTILDE / TILDETOPIPE - Converts a | (pipe) symbol to ~ (tilde) and vice verse
CARRIAGERETURN / LINEFEED - You can use these variables to place carriage return - char(13) - or line feed - char(10) - as a string
USERSBYPROP - Find users by property values and return other property values

Admin

Record Types - Added warning when trying to add too many Record Data Security entries. Too many can result in performance degradation.

Connections

Added Connections concept to allow for interactions with external data sources
Supports SQL connections for premise systems
Supports Web connections for cloud and premise systems

RecordTypes

RecordType Link Field - Added ability to use OR logic for the link limits (i.e. "[Department] -OR- 100")
RecordType Link Field - Updated link limit value parsing logic to allow for more than one [VARIABLE] replacement

Fixes

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

Searching for a string that contains " or " is not returning the correct matches because it is being handled as 2 OR'd search values
Editing a saved search causes the search to not work properly after that
Running Add-Ins for ALL searched records (not checked) does not run on correct records
'Assigned To Me' searches running slow

E-forms

Misspelling of "multi-action" in the action type list
Dropping field onto end of field list not working
Using {table|row|column} variable syntax for a row # too large returns all columns' data
Multi-Option field not honoring max-height property
Related field not highlighting properly in designer (i.e. when selecting a button that calls a multi-action, the multi-action should highlight as a related field)
Barcode field - 3 of 9 barcode with lower case characters causes + signs in text
'Assigned to Me' searches not loading workflow when clicked when opening in same window

AD Sync

Manager property not synchronizing when running sync in full domain

Workflow

Using Entry Mode with Split Screen loads the wrong document on the left-side of the viewer
Create Record action does not have access to document values

Viewer

Reverting a document revision throws an error
"Annotations" button is showing for read only users when it should only show for read/write users
Linked field name that does not match string case of saved field is not working (removed case sensitivity)
Linked Field that is updated by another Linked Field is ignoring its Link Limits
Opacity setting for images is not working when printing or exporting documents

Admin

User Edit - "Admin Areas" selection still shows when Admin feature turned off while editing User

Conversions

Converting TIFF to PDF converts all pages to Portrait. This impacts TIFF printing, convert to PDF and download/email with annotations functions.

OCR Report

Columns not lining up

Variables

LI - Where clause not working for more than one value
USAGE - Using USAGE variable inline with workflow rules or actions can cause errors

Document viewer not allowing drop of docs from existing categories into empty categories

Version 4.15

Release Date: 2023-08-19

Possible Breaking Change

Impact Probability Level: Low

The Auto Classify logic has been changed slightly in this release. In previous versions, a classification break would be triggered if the word in the break codes was contained anywhere in the page text. In this release, the entire word or phrase must begin with or match exactly to match. Alternatively, you can use wildcards like * to represent partial matches. Typically, users were assuming the match was happening on the entire word so, logically, this is not a major change. However, there may be some classification breaks that are matching currently on partial words that may not work after this release.

Corrective Action

To ensure correct processing, make sure you test your classifications after this release. If you require contains matching in your classifications, use the wildcard break codes. For instance, if you had a break code CDEFG and it was breaking on a word such as ABCDEFGHIJKL you can just add * at the beginning and end of your break code to make it *CDEFG* and that will work the same as before.

New and Updated Features

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

Workflow

Redesigned Apply Annotations action to make interface more intuitive
Added NOT logic to auto classify to stop a classification if NOT match found
Auto Classify - Changed matching logic to not assume "contains" for a match
Added "Renumber Line Items" to be able to change line numbers directly
Renamed the old "Renumber Line Items" to "Reset Line Numbers" to avoid confusion with new action
Added "Delete Line Items" action

E-forms

Linked Fields - Auto-added brackets around Link Limits so admin does not need to remember those
Changed cleanNumericValue() and getNumValue() functions to return 0 for non-numeric values

Admin

Record Types - Set CRON Description to be easier to read
Record Types - Auto-add brackets around field name in the link limit interface

Variables

GETNUMVALUE - Returns pure numeric value by stripping currency symbols and converting non-numeric to 0
OCRDATA - Add option to get words instead of lines
OCRDATA - Add option to only return words of a specified type
MIN, MAX, SUM, AVG - Add ability to split a string to get the values
Updated CONDENSE to remove control characters

Windows Integration Tools

Added AD login support to the integration tools
Added logic to stop users from doing a Search and not selecting a Record before continuing
Added logic to remember the last Record Type selected
Added keyboard shortcuts to 'Next' and 'Back to Login' buttons in save dialog

Active Directory

Added LDAPLog setting to help diagnose AD connection/login issues
Updated dmRESTHelper to produce better error messages

Added functionality to open viewer in workflow mode if search was for those 'assigned to me'

Favorites

Add hover text of record data to "Favorite" thumbnails

Fixes

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

Viewer

Losing data annotations when saving normal annotations
Scanning client is getting NOT AUTHORIZED error

E-forms

Link limits not working on linked fields
Line Item Tables - Linked fields in Line Item tables dropped from Record Type are not wired up properly
Error when saving public form with "Save Data Only" flag turned on
Cannot upload more than one file of the same name in file upload field (issue on iPhone where all pictures have the same name)
Calculations that result in numeric values will not allow formatting
Custom fields not dropping onto form properly

Workflow

Search and Create CSV is adding lines from the ML General Forms TABLEs
Workflow List - Items getting unchecked when workflow item list refreshes
Search and Update action fails if using [DEL] for a non-existent field

Word Merge

Tables that do not specify an e-form table name do not get right row count and therefore do not merge correctly

Reports

OCR Results - Cannot cancel Machine Learning OCR jobs

Entry

Click indexing a linked field does not auto-populate other fields when defined

Config Manager

Instructions not showing in editor

Version 4.14

Release Date: 2023-07-15

New and Updated Features

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

Database

Changed Audit log clean up code to be more efficient

Workflow

OCR - Changed default Machine Learning to Version 3 and removed Version 2 as an option
Annotation Loop - Action that allows workflow to loop through annotations to perform actions
Added logic to log errors that are not "thrown" in workflow
Crate Document Share - Added password option

E-forms

Added disable/enable support for E-form fields
Now coloring multi-option fields gray when disabled
Updated Public Document Viewer field to show documents from a specified Record and to watch for changes in that value

Document Shares

Added option to password protect document shares

Fixes

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

Workflow

[TABLE()] data from all pages is copied into all invoices when using Machine Learning Invoice Processing with the General Forms option
Filtering Triggers or Buttons on documents without a current record causes slowdown
Completing an item from a Record with hundreds of data elements causes error
General Forms values not always being applied to invoices

Export to CSV adds extra line item rows if TABLES are in Records
Next / Previous changes search ID in URL to 0

Data

Line Items have TABLE data mixed in with them
Some dates and times not formatting correctly

Viewer

Related Records - Not matching blanks not always working
Document download/print caching so newest version not always downloaded
Downloading/Emailing/Printing uses older document version if document was recently changed

Public Searching

Document viewer only working on first open then fails

E-forms

Public Search Results not working for portal E-forms if record type set to both Collaboration AND Public Searching
Error when uploading documents in E-form (mainly from older, previously saved E-forms)

Version 4.13 - Maintenance Release

Release Date: 2023-07-09

New and Updated Features

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

Workflow

Updated Convert to Images action to also export to multi-page TIFF
Change Annotation Properties - Added to be able to change annotation types, colors or opacity
Added Paste action to Follow Up action lists

Variables

SHA256 - Hashes a string using SHA256 encoding

Viewer

Remembered last color used for annotations

E-forms

Added Stamps Annotation capability to Documents field

Fixes

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

Workflow

Fast Lane buttons showing even when buttons are hidden
Action Loop action executes loop in reverse order using Flat workflow setting

Secured Public E-forms

URL parameters not being passed into E-form after login

Admin

CTRL-ENTER hot key save when modal dialog is open causes gray screen

Record / Entry

Line items not showing all data

OCR Monitor (premise only)

Cannot OCR documents without specific rights for Agent user (should be able to OCR no matter the security)

Premise Licensing

Click-Once applications not running due to license error

Version 4.13

Release Date: 2023-07-01

New and Updated Features

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

E-forms

Added Tooltip field property to be able to show a value when hovering a field
Added ability to show a 'Please Wait' dialog in all action fields
Added "Trigger Multi-Action Field" action to buttons and menus
Added Hot Key support to Multi-Action fields
Added ability to have authenticated portal with no password
Added ability to expire an authenticated portal
Added RecordID to the list of data values that can be populated via RecordTypeLink fields
Added option to set the ID of the Record to Save into (Save Options)

Variables

USER - Added options to find user by other properties
IPADDRESS - Added IP Address variable to get the current user's IP Address (only in Web context)
MATH - Updated to ignore currency symbols
SPLITCOUNT - Same as NUMELS variable
SPLITCOUNT/NUMELS - Changed to return 0 when used on empty strings to avoid errors
TABLE - Changed TABLE variable to not return blank lines if using a WHERE Clause
USEROPTIONS - Added to be able to populate E-form options and multi-options with users from a list

Admin

Change variable selector to have more variables and be more informative
Users - Changed User list to minimize text wrapping

Workflow

Removed Recursion for Loops for better performance and stability (added as admin option for now)
Added Max Records setting to all "Search and ???" actions
Added Work Trigger search option to all "Search and ???" actions
Convert To Images action added to create images from document pages
Apply Annotation - Added option to set coordinates using variables

Toolbar

Added ability to click on your User Name in the lower toolbar to go to your Start Page

Added optimizations to speed up specific search types
Added ability to search for data in line items using custom search fields

Reports

Data Change Report - Changed defaults to search ALL dates when launched from Record screen
Data Change Report - Sped up report by removing unnecessary data from results
Added Record ID to Change Log report download file

Variable Testing Panel

Button to set the Record ID value to the ID of the last loaded Record
Added Variable Reference selector

Variable Selector

Added larger text editing panel

Fixes

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

E-forms

Calculations are not working when mixing numeric calculations with string concatenation (Pushed to cloud as part of 4.12)
File Upload field not always showing properly
Category selector for E-form causes error

Cloud

Cloud storage not creating new site containers (Pushed to cloud as part of 4.12)

Search is slow and can time out when "No Access" is default (Pushed to cloud as part of 4.12)

Viewer

Related Records - Record types users don't have rights to show up in Related panel
V3 in Azure only - Error downloading document with special characters or spaces in filenames
Viewer loading slowly in some cases

Entry

Auto-Complete field is auto-populating other fields EVERY TIME it loads instead of only on entry

Reports

Deferred Report - Error when doing date range searches
Document Download Report - Num Pages column is being merged into the first Record Type column

Workflow

New processing system does not save data updates when changing active Record context
"Launch Web URL" action not working in some cases (mostly E-forms)
Invoice Processing - ML is returning data types that are invalid which causes failures in OCR process
Extra line items possible when using Invoice Processing and General Forms together

Toolbar

Toolbar Add-Ins not all loading if there are more than 50 Add-Ins total

Collaboration Portals

Documents are being marked as 'Completed' when any document in the same Category is uploaded

Retention

Multiple copies of Retention can run simultaneously if there is a retention that has a long running workflow

Version 4.12

Release Date: 2023-05-27

New and Updated Features

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

System

Updated Azure components to ensure better, more secure operation when using the Azure cloud sites
Removed "Clean Up" settings from the cloud. They are now automatically managed by the cloud infrastructure based on each site's usage.

Branding

Added color palette options to customize chart colors for the site

E-forms

Added Print Page Break field that will break to the next page when printing
Updated "Set Field Value" in Buttons and "Multi-Action Fields" to be able to update only certain table rows using a WHERE clause
Enhanced E-form field to be able to load data from one Record but save into another Record
Table - Added Button column type
Multi-Action - Added Message to show users while actions are running
Multi-Action - Changed logic to wait for Action Set action to complete before performing the next action
Multi-Action - Moved Watch Fields and Run When Equals settings to Advanced panel
Multi-Action - Added # and !# to trigger on blank and non-blank values
File Upload - Added option to OCR document on upload
File Upload - Added option to show as drop zone instead of File field
Split Columns - Adjusted field padding to make columns line up better with the rest of the form
Text Label - Increased line spacing so text does not overlap between lines
Internal Search Results - Changed to not perform search when field not visible
Internal Search Results - Added option to specify type of items begin searched (for labels)
Table - Added ability to configure linked fields in tables manually
E-form Field - Changed to not load form if field not visible
E-form Field - Added option for setting E-form ID using a static or computed value
Progress Field - Made colors adjustable based on progress value
Added COPY button to E-form list
Changed option entry fields (option, radio, etc) to have better drag and drop support for items
Added spacing between label and field
Added Timer field that will perform single action after or every X seconds

Variables

Added "FullName" to the property list available to the [USER()] variable
HASANNOS - Checks to see if the selected Document has annotations of the specified kind
DOCSWITHANNOS Return a list of the IDs of Documents that have annotations of the specified kind
Added USAGE command to return Record/Doc counts for system
Added DMGETCOUNT to Count the number of records matching criteria
Added OOOFORUSERS, OOOFORUSERIDS, and OOOFORUSERNAMES to get list of users who have marked the specified user as their alternate when OOO

Add-Ins

Changed logic to run with elevated permissions so add-Ins can edit/delete even if users don't have permissions. This logic matches most workflow actions.
Changed Record Add-Ins to not load the Add-Ins panel from the right of the screen
Data Entry Options - Added custom Save button text
Data Entry Options - Added ability to use variables to retrieve option list values
Added ability to use the Return Data Values action in search add-in Pre-Record Actions and use those values in the Per-Record and Post-Records actions

Charts

Upgraded charting component

Workflow

Admin - Default new buttons to the Appearance tab
Updated "In List" rule to check for empty values
Updated DocuSign Send action to only send docs with annotations OR to use selected docs
Updated
Sign Send action to only send docs with annotations OR to use selected docs
Admin - Added description as a help button title in all container field lists
Search and Create CSV - Added ability to specify the Record to save into
Add Data to CSV - Added ability to specify the Record to save into
Admin - Converting field from Record Value Update to Multi-Update preserves the settings as the first of the multi-updates
Added Parent Work Item ID (from parallel optin) to History Logging

Viewer

Added support for line breaks in workflow errors

Alerts

Made the pop-up alerts wider if content is larger
Added code to convert "^" to new line for better control over multi-line displays in alerts

Retention

Updated retention logic to use variable replacement for Retention Criteria

Direct URLs

Added the following Direct URL support

searchvalue / searchonly
searchfieldvalue
searchrecordtypevalue

Record Types

Added Options Ext field type as way to have option list where the values are distinct from display (Experimental for now)

CRON

Updated CRON editor to be simpler and more flexible

Added action bar that shows up when records are checked
Added Action Bar that shows up when records are checked on in search results

Fixes

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

Charts

Charts grouped by values that end up being broken out by week do not calculate properly

E-forms

"Get Value From" setting is being triggered inside designer
Calculations in fields that save (i.e. Text, Number) do not work properly
Tables - Footer columns do not line up properly if table has hidden fields
External link field is still active in E-form editor
Line Item table data being mixed with non line item table when used in the same Record
Auto-complete placeholder shows undefined if no label on field
Linked fields do not have access to latest values when auto-populating from new Records (i.e. [AUTOID])

Add-Ins

Record screen Add-Ins that are run from the Add-Ins panel do not see the selected or open documents to be able to run on them

Viewer

Required Documents panel not showing when 'requireddocument' field values are in the Record
Read Only fields show variable selector that allows users to edit
Document viewer component not working properly outside of Record screen (i.e. E-forms, Portals)
Re-Generate Thumbs option does not update page count
Saving a data value where the value is the same as the name wrapped in { and } causes infinite loop in client

Workflow

E-form selected in trigger display not always coming up in viewer
Buttons are not being filtered out or updated based on user
Email addresses in Send Email and Send Portal Package actions do not support Alternate Records
Delete Record action can fail on current Record if Record data is also changed during workflow sequence
Email Action - Attachment are using original filename and not the document name for their filenames
Parallel routes not working if item not loaded from a work item list
CSV create not honoring the Record ID setting

Rich Text Editor

Links are creating relative paths instead of absolute paths. Effects emails produced with Workflow, Add-Ins, or Action Sets.
Editor causing browser console errors when editor loaded before rich text data is available

RecordType

Colors not able to be added on new field
Linked record Types check boxes are only working properly for the first entry

Saving a data value where the value is the same as the name wrapped in { and } causes infinite loop in client
Edit Checked Records would not work when using field variables as update values

Endless loop possible when processing General Forms tables

Version 4.11

Release Date: 2023-04-15

Maintenance Release: 2023-04-22

Flex Column Display Change

This update changes the way E-form fields are aligned. We removed the default padding from the left and the right of the fields which makes fields from various containers line up better. However, this means some of your existing forms may have fields that move a little too close together when using Flex Column fields.

Corrective Action: Use the Column Spacing setting in the Flex Column fields to give them extra spacing as needed.

New and Updated Features

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

E-forms

Added Button / Action Fields toolbox section which include

E- Buttons - Standard e-form buttons that you can place anywhere in the form
Button field - Performs one of many actions such as Save, Print, Call Server, Set Field Value and more
Button Bar - Display a series of buttons. Each can set values, open URLs, hide/show fields, etc.
Toolbar - Display a series of action links and drop down menus. Each can set values, open URLs, hide/show fields, etc.
Multi-Action - Allows one event to perform multiple actions such as field updates or button clicks

Added Data/Viewer Fields toolbox section which include

Custom Options - List of options loaded fromREST service
Search Results - Record search results list for internal users
Document Viewer - Document viewer for internal users
Data Chart - Charting display for internal users
Public Search Results - Record search results list for external users
Public Document Viewer - Document viewer for external users

Added new Container fields

Tab container - show a tabbed container with fields inside each tab
E-form Field - show another E-form inside the current E-form (see caveats in E-form documentation)
Iframe Field - show other web pages inside an E-form
Modal Window - Display pop up window inside of forms
Split Columns - A sizable 2-column field that holds a separate field list in each column

Added Rich Text Entry field that allows users to enter rich text values
Added 'Advanced Public Password Check" that leverages Records to manage passwords for E-forms
Added PASTE icon in empty pages/containers to paste fields into empty field lists
Added option to hide the standard toolbar on form load
Flex Columns - Added Auto, Full/Auto and Auto/Full column types
Removed horizontal field spacing to make columns line up better
Arranged E-form field toolbox to better represent available field types
Added "dateDiff(D1, D2, interval)" command that can be used in E-forms for computing differences between dates
Add 'Computed Value' option to 'Hidden/Visible When' settings to allow for multi-field conditions using {field} notation
Added Custom Option support to Option Lists in V4
Enhanced the field drop down selectors in the editor to make them easier to tell which fields are which
Added the option to create a new E-form based on the fields in a selected Record Type
Added ability to hold the CTRL key while dropping a field which removes the field label value when dropped
Updated look and feel of toolbox icons
Changed editor to only show cut/copy/paste icons on hover
Added alert on a field if it looks like an equation/calculation is not properly formatted
Tweaked the UNDO logic to not cause so many undo events when making form changes

Workflow

Added "Round Robin" assignment logic that will keep track of previous assignments and assign to the next in line for each item
Renamed InvoiceLine_AllPipe fields to InvoiceLine_AllDelim so we can customize the delimiter
Set default delimiter for the InvoiceLine_AllDelim to a carat - ^
OCR - Added option to NOT process line items even if using Enterprise Edition
Added option to also add General Forms data when using Invoice processing
Updated "Record Value Checks" and "Value Comparison" rule types to work with currency symbols
Invoice Processing - Added LineItem_Page field to track the page # the line item came
Workflow Lists - Add option to show large or small thumbnails
Workflow Lists - Move filter option to line with the step name
EMail - Added option to embed connection codes into Office documents
Added option to disable click indexing in work trigger
Added "Value In List" rule

Admin

Moved Software Panel so it can be available to anyone with any level of admin access
Record Type - Added AND / OR drop down for Record Security
Add ability to filter by the ID of objects to find them
Variable Tester - Added Alt Record ID so the alternate record can be used for testing

Logging

Added RecordID to the Document change info

Viewer

Added option in viewer to choose document types to NOT try to view - just download
Added ability to check document pages and only email those pages
Added logic to highlight the Notes button if any notes are available for the Record
Added Page Up / Page Down to advance to next/previous document after reaching end/beginning of current document
Page toolbar (including Annotations) now sticking to the top of the viewer when scrolling page
Progress Bar Fields - Apply field color settings to progress bar colors

Barcodes

Upgraded barcode engine to better recognize barcode zones
Changed manual OCR to include only "3 of 9", "Code 128", "EAN8", "EAN13", "Intelligent Mail", "Postnet", "Standard 2 of 5", "UPC-A", and "UPC-E" barcodes

Variables

TABLETOHTML - Creates an HTML table out of an E-form table - mainly for emailing
CSVFORMAT - Formats a string properly for inclusion into a CSV file
SPLIT2 - Split string on 2 separate delimiter values

Rich Text Editor

Upgraded the Rich Text edit screens to a newer, more fully-featured editor which supports tables and custom HTML

Icon Selector

Added several more icons to the icon selector control

Added Grouping option to charts
Added CTRL-SHIFT-A hot key to reverse the checkbox selections in the search results
Progress Bar Fields - Apply field color settings to progress bar colors

Add-Ins

Added overwrite option to Data Entry Prompting options if user leaves field blank

Premise OCR

Added ability to run OCR on multiple machines

AD Sync

Added option to sync users' Manager properties

Fixes

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

Currency format on negative numbers is displayed as positive
Full text search values not highlighting in viewer

E-forms

Date Field - Maximum Date mislabeled Minimum Date in editor
Loading toolbox with a large number of custom fields causes error
Dates are being calculated as numbers i.e. 3/13/2023 = .00011407277843264003
Typo - "Edit Rich Text Contents" is labeled "Edit Right Text Contents"
iframe security not working (Content-Security-Policy)
E-form list in Admin screen sometimes shows 2 phantom e-forms
Total Tax not being calculated
Click indexing with an E-form in the Record screen allows updates of table footers and labels
Click indexing with an E-form in the Record screen allows updates of hidden and disabled fields
Rich Text Edit fields do not support Disabled state
Print button not working on unsaved E-forms started from the Record screen

Workflow

Auto-split - If page count value is entered but phrase split is used, the "Keep as Last Page" logic overrides the selected "Keep As Page" selection
Notification emails no longer include Record data
Complete Work Item and Reject Work Item actions missing Follow-up action types (Applied as hot fix to 4.10).
OCR process is duplicating OCR control values
Endless loop in the when General Forms OCR has more than one form variable with the same name
Line Item Matching action errors when using Less than or Equal To check
"Process Other Work Items" action refers to wrong Records/Documents when none are specified
Admin - Auto-Classify action does not show entries in subcategory and name selectors

Viewer

Currency format on negative numbers is displayed as positive
Annotations not showing on documents when opened search results
Line item data not showing in edit screen for records with a more than 100 data items
Inner view components not being destroyed so hotkeys are being duplicated each load
'Initial Here' anno command is placing 'Sign Here' annotation

Active Directory

Active Directory does not work with Machine-level authentication

System

Custom Favicon is not showing on login screen
Icon Selector - No way to select NO icon
iOS 16.4 is showing File Upload fields when they should be hidden

Admin

Record Type - When copying a Line Item field in the field definition screens, the resulting field ends up being assigned to the Header fields collection
Collaboration Portal Edit spelling error
User/Team rights not calculating properly
User admin is auto-filling SMS Number and Password fields when users uses Chrome auto-fill

Version 4.10

Release Date: 2023-03-04

New and Updated Features

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

Reports

Reporting Panel - Current Work Items - Added in ability to Cancel, Trigger Movement, and Reassign items in popup report screen
Current Work Items - Updated Users selector in the Reassignment screen to be more user friendly
Document Shares - Added 'View Logs' option to see when the document share was viewed (only when logging enabled)

E-forms

Added Search Results field type for displaying search results
Added Chart field type for displaying charts search results
Button - Added option to size button to fill up available space
Added CTRL-Z hot key for Undo
Added Math Label field type to calculate simple equations more easily
Allow for click editing when using E-form for entry screen - Header Data Only!
Added Custom Field support
File Upload - Added option to allow users to upload docs through E-form even if they don't have security rights

Workflow

"DocuSign - Send for Signature" - Added email body blurb setting to allow for adding text to DocuSign emails
Added custom error message option to button requirements tab
Auto-Split - Added TEST button to see how many splits will be created

Admin

Added option to search for missing Merge Templates in Workflow, Add-Ins and Action Sets
Updated Field Display options to use Regex to match

Updated OCR report to be able to send OCR'd document back through for re-processing

Variables

HASVALUE - Checks whether record has a field with a specific name and value

Viewer

Enhanced the viewer's 'lazy load' functionality for efficiency by making sure it only loads the pages that are in view and not all pages
Updated UI to hide any option that would replace or merge documents when the UI option to hide delete options is in force since a replace or merge is really a delete and an add of a new document in place of the old one(s)
We are now showing page image before full text (OCR) loads to speed up viewing experience

System

Converted text handling processes to use UTF8 instead of ASCII to support extended character sets
Changed the Copy and Duplicate icons to a more universal look
Updated document upload scripts to return better error information to the end user

Fixes

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

Multi-value search with empty lines causes error
Sorting not working properly when using numbers with leading zeros

Reports

Data Change Report not returning newer saved values

E-forms

E-form Editor - LInked field selectors showing blank values
Undo feature treats panel open/close as a change event
E-form Editor - Save for Later button not showing up in designer
Empty option list value when synced with RecordType causes error on form load
Save event getting called twice during workflow button click with save
E-form as Entry Screen - Progress and error messages not showing in UI

Workflow

"DocuSign - Get Documents" - Replacing non-PDF document with signed PDF makes document not viewable
"DocuSign - Check Status" action not showing in actions list
Using "Save Record" option in workflow button is duplicating data that was added and not saved
Auto-Split - REGEX with multi-line logic (i.e. using /m) not working
Initiate Workflow Action is using the active Document as the routed document when it should only route the Record

Add-Ins

Prompt - "OK Button Text" entry label misnamed as "Confirmation Text"

Admin

RecordTypes - Linked field selectors showing blank values

Viewer

Error in console when completing E-form if not in workflow

Portals

Portals not clearing workflow if workflow changes during form save

Version 4.09

Release Date: 2023-02-25

New and Updated Features

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

Viewer

Updated E-form print to use HTML mode when no print template specified
Added ability to hide DELETE commands users
Updated LineItem entry to have paging ability to efficiently handle a large quantity of LineItems
Updated RAW entry screen to have paging ability to efficiently handle a large quantity of data items
Updated RAW entry to be able to show just Header data, LineItem data or all data
Updated page thumbnail layout for better alignment
Added options for moving to Next and Previous document in current Category
Added Username to the document date changed column
Default the TO email addresses to any emails in the record
Add ability to hide PORTALS tab users based on teams

Notifications

Added option to limit Notification to specific Teams
Cleaned up display of Notifications to not show white edges when using colored background

Workflow

Added Restore Record action
Added Record Status rule to check whether current Record is active or deleted
Updated toolbar to show workflow count with warning color and with icon if list is filtered
Action - "Copy E-form Table" - Copy table data one E-form to another
Rule - "Value Comparison" - Compare values to see if they are or are not equal, not equal,, greater than, less than. etc.
Actions - Added an option to stop on error (defaults to YES)

Add-Ins

Updated logic to carry entered values into each action using FORMDATA when running Add-In via Toolbar or Search Results
Updated Record screen to show Add-Ins panel for deleted Records
Added custom confirmation screen to Add-Ins to give users a chance to cancel the action

Reports

Added 'Share Name' to Document Shares report
Updated OCR Results report to allow searching by OCR mode (Standard vs Machine Learning)
Added Process Name to Deferred Actions report
Email Report - Added ability to search Subject, Body and To Emails
Text Message Report - Added ability to search Contents

Toolbar

Updated favorites panel for better thumbnail alignment

Admin

User Import - Added support for PasswordChange column in CSV import that will force users to change password on first login
Added field count to the alert list - 25 is typical max
Added category count to the alert list - 100 is typical max
Updated Admin Record type list query to only return count of fields and categories - not actual - to save bandwidth

E-forms

Button - Add option to send in field values for button click event
File Upload - Added ability to compute Category, SubCategory and Name values based on other form fields using { and }
Added RESTORE option to restore old versions of E-forms
Added UNDO function to undo changes made while editing
Added 'Show Line Numbers' option
Added option to use personal signatures in Signature Pad fields
Added Quick Options for setting form options the toolbar
Button Field - Added Perform Search option
Flex Columns - Added column spacing setting

Branding

Re-enabled toolbar background image setting
Re-enabled FavIcon support

Added "Download CSV of Checked Records" option to search results
Added option to highlight value groupings in the sorted column to help spot changes in values
Changed search 'Records that don't have any OCR' to 'Records that have Documents without OCR'

Barcodes

Updated barcode engine to faster and more accurate version
Set default barcodes to ALL when manually performing OCR
Added support for Aztec barcodes

Record Types

Updated Header field to allow for highlighting based on value ranges
Updated Header field to allow for highlighting based on other field's values

Variables

RecordNotesCount - Returns number of notes in the specified Record
OOOUSER, OOOUSERID, OOOUSERNAME - Returns Out Of Office User, ID or UserName for selected User
OCRPAGECOUNT - Returns number of pages OCR'd in time frame
IFNULL/ISNULL - Added Pre and Post text options for IS and IS NOT conditions
GETRECORDID - Returns ID for Record using search logic
LINENUM - Returns the line number of the line item that matches criteria

Portals

Added separate Instructions that are shown after portal completion (optional)
Changed portal edit screens to use pop up windows to edit properties
Added option to open up a panel (required docs, E-forms, etc.) on portal load if it is the only panel in use
Added option to progress from E-form to E-form as they are saved
Added option to add certain buttons into the instructions using {BTN()} codes

Out of Office

Moved Out of Office selection to the main toolbar and out of My Settings
Added Out of Office settings in the Admin / Users screens so Admins can set users In and Out of office if needed
Now showing Out of Office status in toolbar if the logged in user is set to Out of Office
Added OOO variables

Fixes

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

E-forms

Tables are causing endless recalculating
Copying pages and container fields do not reset field GUIDs properly which makes value checks not work right
Cut, Copy and Paste keyboard commands actually cut, copy and paste fields in the form
E-form Editor - Changing column names in tables does not change visible row data names
E-form Editor - Deleting columns from tables does not change visible row data to match
Dollar signs in values is causing the Hide/Show logic to not work for number checks
Editor - Duplicate Field feature not working

Viewer

URL parameters for category, doccategory, docname not working
Only 1 URL parameter working at a time (i.e. cannot open category and scan in single command)
Redirect from V3 screens not sending the Category, Subcategory, Name or Scan commands
Data Annotation button does not work if document opened from search results
After burning annotations into image, old image still shows until you refresh

Variables

FORMDATA not working - throws error
DOCURL variable is adding a # sign when it is not needed
Custom variables with empty values are returning bracket field holders - ie. {0}
TABLEROWCOUNT does not return count if no rows match - needs to return 0

Full Text Search not finding as many matches as previous version
Changed "Has OCR" search options to "No Preference", "Records Have Documents with OCR" and "Records Have Documents WITHOUT OCR"

Notifications

Notifications do not show on the last day they are set to

Admin .'

Record Types - Typo in Admin setting for Starts With/Ends With options
Record Types - Multi-Field Add does not remove spaces from field names
Record Types - Record Type Linked fields not showing field names in drop downs

Security

Branding

Public E-forms not showing branding favicon

Reports

Collaboration report ignoring the Created To field in search criteria

Workflow

Multi-Value Update - Commit Immediately option not working
Button options for where to go after click not working if workflow buttons are in E-form
Loading workflow item using E-form View causes data referred to by E-form to be blanked out during E-form load
Document Exist rule - throws exception if not running within Record - Should return negative existence

Licensing

Unlicensed feature options showing up in UI

At times multiple documents can trigger workflow completion when only the last one should

Portals

E-forms with document view not showing documents
Saving an E-form marked as Save Data Only not working

Signature Pad

Signatures moving while signing

Version 4.08

Release Date: 2023-01-07

Possible Breaking Change

The Record Merge logic has been changed in this release. This merge logic is used when merging Records from the Search screen or from within a Record screen. There are 2 logic changes in this update:

The data values from the Record being merged from are only copied to the Record being merged TO if there is not already data with the same name in the TO Record. Previously, the data values in theFrom Record were always copied over, which caused some duplicate values in the TO Record.
The Line Item data values in theFrom Record are now added to the end of the line item list of the TO Record, creating more line items in sequence. Previously, the Line Item data values in theFrom Record were always copied over into the same line number they came , which caused some duplicate values in the TO Record Line Items.

New and Updated Features

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

E-forms

E-form Editor updated to V4 interface
Added option in Admin to default to V4 E-form editor
Added more options for Label Alignment
Added Border Color setting
Added Linked Fields field type and editing of record type linked fields
Added ability to Cut, Copy and Paste Field and Pages between E-forms in the editor
Removed REPEATER settings for Panel field
Added option to run an Action Set AFTER E-form save
Added "Required When" setting like enabled/disabled/hidden/visible
Added Color Picker field type
Linked Fields - Add options for wildcard matching
Added Date / Time field type
Public E-forms - Added "Save for Later" option to forms that allow users to save their progress and complete later
Added "Save for Later" option to Button field
Tables - Removed extra spacing around fields in tables so more data is visible
Added offline forms capability

Storage

Updated browser upload to use streams instead of byte arrays
Changed document upload pagination logic in cloud to leverage offline page rendering engine

Viewer

Added 'Merge with Previous Split' button to workflow panel
Added 'Merge with Previous Split' button to 'Merge with Other Record' panel
Now showing word search results in panel
Only show Required Documents panel button if there are any required documents defined in Record Type or Record Data
Changed workflow buttons to show default "Workflow" icon if no icon defined
Added option to wrap or not wrap display of text files
Added 'Quick Share' option for quick document sharing

Auto Split Logic

Changed auto-split logic to not pull any index datafrom pages configured to not split

Record Merge

Updated Record Merge to only merge in data values that are not already present to avoid duplicating data values
Updated Record Merge to add line items to the end of the destination record instead of into the same line numbers to avoid duplicate values in line items

Toolbar

Changed system to remember last entry settings (workflow, scan, save option) per record type instead of globally

Add-Ins

Added option to send all IDs of searched Records to Search add-ins
Added ability to prompt for values in Toolbar and Search Add-Ins
Added subtitle and footer text options to data prompt dialog
Added option to show Search Add-Ins outside of Add-In drop down
Updated DATAANNO to allow for coordinates
Added ability to download a document and launch it via an Add-In button

Workflow

Search and ANY Actions - Added option to search by multiple Record IDs
Added option to Cancel Work Item action to avoid logging (for performance and maintenance reasons)
Added admin warning to OCR step when not assigned to Agent user
Added Split Screen view option
Merge Document Template action - Added link to help article when users merges image incorrectly
OCR Action - Rearranged settings interface to simplify config
Admin - Add option list values to the variable selector when mapping field values
Create Document Share - Added option for sharing current document
Admin - Show # of assigned users in Assignments tab
Admin - Add ability to name Filtered Assignments
Added Multiple Temp Variables action to set named temporary processing variables

Reports

Failed Logins report added to show failed login attempts
Added "Action" to the View Log report
Added Document Upload report to V4
Updated look of Report List page
Added PURGE option to Storage report for Admin users
Changed default of most reports to NOT run automatically

Security

Added Security option to send email to admins when a login attempt fails
Added options to secure documents based on if users are NOT in teams (i.e. No Access if you are NOT in X Team)

Variables

DOCIDDATA - Return data valuefrom Document using Doc ID and Data Name
LIKE - Looks for field with NAME that matches with wildcards and returns the value of the first match found
FINDTABLE - finds tables based on values contained within
FORM - Returns form values that have the supplied name
DMTMP - Retrieve a temporary named variable within workflow cycle

Single Sign On

Added more logging to SSO login process to diagnose login failures

Record Types

Linked Fields - Add options for wildcard matching

Word Merge

Added ability to make multiple copies of tables based on search results

Added option to search for Records that HAVE or DON'T HAVE OCR
Removed tab stops on button between Date and Number field ranges in search forms
Record and Document date created/changed search fields reformatted to match configured date fields

Action Sets

Added shortcut icon that searches for items related to (that refer to) this Action Set

Admin

Added buttons to select ALL or NONE of the V4 transition options

Updated INDEXING screen to refresh if workflow did not move and the button is configured for REFRESH RECORD

Home

Added button to perform full search from a saved search panel

Fixes

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

E-forms

Signature pad fields not clearing with CLEAR button in V4
Buttons field not handling Next Page, Previous Page events properly
Linked fields not working in V4 if created by V3 designer
File Upload - If required, selecting and removing file reference clears required flag
File Upload - Selecting the same file twice does not re-select file - even after clearing file selection
E-form editor does not show highlight border on fields inside containers when 'Hide Form Controls' used
AUTOID fields not updating to the Record ID after save (saved correctly but field value not replaced)
Public forms no loading if any container fields on form

REST

Save Record Note API call not working ("The requested resource does not support http method 'POST'")
Link ID Not Found is logged as an error in the system when it is not an actual error

Workflow

Custom split rules need to be upper case to work but should not be
Custom split rules require a fake FORCE SPLIT value but should not
Auto Split with a single record is leaving pre-split documents intact
Dynamic assignments match to wrong users if matching value is blank
Splitting records in workflow causes workflow to move even though user does not want it to
Button options to load next item not always working
Using E-form for workflow screen not working properly when E-form does not already exist in Record
Fast lane email option shows for premise instead of cloud. Should be opposite.
SMS action type not allowing configuration
Workflows that were canceled during split continue on in workflow
Updated deferred actions to store error description for reporting if there is one (current resets to 'Completed')

Variables

WFUSERID variable causes error when called inside workflow load event

DocuSign

DocuSign not pulling back documents after all signing is complete

Entry

Change Log shortcut buttons showing on entry fields of NEW record which does not work
"NaN" looks like numeric value when saving data

Viewer

Cannot send op commands to document viewer from the URL (i.e. ?op=scan)
Document Classify - Using blank names in classification screen cause images not to render in viewer
Users with read only rights to category still see edit/scan/uploads buttons
Resizing browser to small screen then large again loses document list
Split Screen opening up on next workflow if used in previous workflow
Using an Add-In causes the viewer to not reload the same document
Download button does not work in preview node

Columns not lining up properly

Admin

Users - Log In As button shows for new users not yet saved
Admin/Users/User - Misspelling - "Login In As" button should be "Log In As User"

Word Merge

Snippets that contain tables cause errors

"Check All" feature does not work after deleting records unless you use it twice
Searching by Document Name causes error

Office Add-Ins

Word Add-In shows errors when viewing field list
Outlook Add-In shows error when opening mail message

Security

Using "All Users" team for read only is not working
Search still showing up for users without entry rights to LOOKUP Record Types
MFA prompt showed SMS as an option even when SMS was not enabled for the site

Toolbar

Workflow list in toolbar partially hidden for user without admin/reporting/entry

Storage/Data

Cannot save documents if using database to store docs
Data save errors out with large variable name

Portals

Public login header and footer not showing