8.1.1 Release Notes
Items of note
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Microsoft .NET Framework needs to be updated to 4.8 on the server.
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Eform Processes have been deprecated. Existing eform processes will still work; however, you will no longer be able to add a new eform process or edit an existing one.
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The ability to import users has been deprecated. This can be achieved using Importer Pro.
New features
New features have been implemented in the following areas:
General
Issue Key | Summary |
---|---|
FIL-61421 | Users can now include the character string "&#" in a password. |
Administration
Issue Key | Summary |
---|---|
FIL-68232 | Added a YYYY-MM-DD date mask for date type index fields. |
FIL-71580 | Administrators can now add items to the Navigation Menu. See Add Shortcut for more information. |
Forms
Issue Key | Summary |
---|---|
FIL-40502 | The Form Category link is now URL encoded. |
FIL-61252 | Added a visual status indicator for Form Link controls in the Forms Designer. |
FIL-61892 | Added a new table type to the Forms Designer: Related Files table. See Related Files Table control for more information. |
FIL-62564 | The undo/redo history in the Forms Designer is now cleared when HTML view is used. |
FIL-63586 | Added the option to configure a tooltip for single line text controls in the Forms Designer. |
FIL-63624 | Updated the Forms Designer user interface styling to reflect global Upland Software design requirements. |
FIL-64738 | Users are now able to make submission form controls read-only in the Forms Designer. |
FIL-65928 | Date fields in web forms that are mapped to an index field will now use the index field date mask. |
FIL-69681 | Added FILE.URL and DOCUMENT.URL variables in the Structured Form Builder. |
FIL-71479 | Users can now copy line items as long as they have access to both the line item project and the project they are copying from. |
Indexing Queue
Issue Key | Summary |
---|---|
FIL-71618 | Improved error messaging in the Indexing Queue for the template match process. |
Records Management
Issue Key | Summary |
---|---|
FIL-71203 | Record series are now permanently deleted if there are no documents declared by the record series and changed to Obsolete when the record series has documents in it. |
Reports
Issue Key | Summary |
---|---|
FIL-63250 | Added a Route Path ID column to the Workflow Status report. |
Search
Issue Key | Summary |
---|---|
FIL-62871 | Enhanced Global Search functionality. |
Web Viewer
Issue Key | Summary |
---|---|
FIL-50955 | Updated the message displayed in the dialog box that appears when opening the Advanced Line Items window. |
FIL-58027 | Users are now prompted to save unsaved changes to HTML forms in the Web Viewer. |
FIL-62948 | Adding documents in between existing documents using drag-and-drop no longer changes the document sort order. |
FIL-63273 | The Advanced Line Item window now only displays index fields where the Display option is selected in index field configuration. |
FIL-63452 | Added support for drag-and-drop uploading in thumbnail view. |
FIL-63453 | Multiple assignments for the same document are now displayed in the Content Toolbar Assignments section. |
FIL-63526 | Document actions for adhoc routing are now displayed in the Journal. |
FIL-63613 | PDF documents can now be grouped with documents TIFF and JPEG formats. |
FIL-63634 | New pages can now be inserted into existing document groups. |
FIL-64001 | Added File Sharing option under the File Actions menu. |
FIL-64148 | Added a 'Copy Link' option when sharing documents and files externally. |
FIL-66027 | Multiple files or documents can now be shared externally. |
FIL-66499 | Added pagination to Related Documents Panel tabs. |
FIL-67443 | Users are now able to group PDF documents with documents in TIFF and JPEG formats. |
FIL-67540 | Users can now navigate directly to a document in a document group by using the document ID in the Web Viewer URL. |
FIL-68067 | Column sorting is now available in the Related Files and Related Documents panels. |
FIL-70546 | When multiple files are opened from the Assignments page, the first document in the first file now opens in the Web Viewer. |
Windows Viewer
Issue Key | Summary |
---|---|
FIL-63820 | Calculation fields are now read-only and cannot be edited. |
FIL-67948 | When a user views a form from the Windows Viewer, it will now open in Microsoft Edge instead of Internet Explorer. |
Workspace
Issue Key | Summary |
---|---|
FIL-68346 | Added FileBound Business Intelligence widgets to the Workspace. See BI Data Sources and Business intelligence widgets for more information. |
FIL-68674 | The list of widgets available to add to the Workspace has been grouped into categories. |
Resolved issues
Issue Key | Summary |
---|---|
FIL-65165 | Fixed an issue where form lookup fields were blank when printed from the Web Viewer. |
FIL-65226 | Fixed an issue where the Add Content - Upload Document - File Now option only allowed 25 documents to be indexed. |
FIL-65279 | Fixed an issue where unauthenticated users were prompted for FileBound credentials when opening a Web Viewer link and the site was configured for active directory authentication. |
FIL-65531 | Fixed an issue where rows expanded momentarily when columns were sorted on the Assignments page. |
FIL-65565 | Fixed an issue that caused Excel documents to open externally when opened in the Windows Viewer. |
FIL-65616 | Fixed an issue in the Web Viewer where master sheets were displayed when "Next Document" was clicked and the File Tree was collapsed. |
FIL-65645 | Fixed an issue that prevented documents from being viewed in the Web Viewer when they were uploaded from Importer Pro with a trailing space in the divider name. |
FIL-66113 | Fixed an issue where searching for workflow assignments with different versions was returning results from one version but not others. |
FIL-66120 | Fixed an issue with the reassign workflow task where searching for a user by email returned deleted users with the same email. |
FIL-66147 | Fixed an issue that caused an error to occur when importing/exporting specific projects. |
FIL-66219 | Fixed an issue where opening a multi-page Word document caused the Web Viewer to become unresponsive. |
FIL-66751 | Fixed an issue where the first document in a file wasn't opening when viewing multiple files in the Web Viewer. |
FIL-66752 | Fixed an issue that caused errors to occur in the Workflow Designer after exporting or importing a workflow. |
FIL-66755 | Fixed a search issue where pipe-delimited values were not working with wildcards. |
FIL-66866 | Fixed an issue where the name of exported documents didn't change according to what was configured for the document export mask. |
FIL-66898 | Fixed an issue with multi-key search where if there were several lines of items to search on and one of them was an empty line, files with empty key fields were returned. |
FIL-66936 | Fixed an issue in the Windows Viewer that caused an error to occur when adding a divider to a separator. |
FIL-66947 | Fixed an issue in the Web Viewer where users were unable to consistently download, print, or email view/edit HTML forms with multiple rules configured. |
FIL-67070 | Fixed an issue where the Active Documents Per Step widget was showing routed documents instead of number of documents. |
FIL-67206 | Fixed an issue where the Activity Audit Report was not being filtered by the project. |
FIL-67353 | Fixed an issue where the Web Viewer File Tree failed to load documents when the DateChanged value for the FileID was set to NULL. |
FIL-67354 | Fixed an issue where date fields on structured .docx forms were displayed in YYYY-MM-DD format regardless of the date mask. |
FIL-67401 | Fixed an issue where the session timer was not reset when documents were added in the Web Viewer. |
FIL-67455 | Fixed an issue where project settings didn't load when the project had a retention series that was created by a deleted user. |
FIL-67471 | Mobile - Fixed an issue that caused an error to occur when the Forgot Password link was clicked. |
FIL-67536 | Fixed an issue where only the first page of Excel documents was displaying on iPhone and Android devices. |
FIL-67542 | Fixed an issue where multi-word searches in full text search options were not returning accurate results. |
FIL-67660 | Fixed a workflow issue where custom return messages didn't display after upgrading to Version 8.0. |
FIL-67704 | Fixed an issue in the Web Viewer where the first document didn't come in to focus when full text search results were highlighted in the File Tree. |
FIL-67711 | Fixed an issue in the Forms Designer where multi-line text fields were not expanding, so content was not displayed. |
FIL-67712 | Fixed an issue where columns could not be reordered on the Search Results page when 'Display File Change Date' was enabled. |
FIL-67857 | Fixed a workflow issue where assignable steps weren't prompting for notes if an escalation was configured. |
FIL-67912 | Fixed an issue where files with documents in the Recycle Bin were returned when searching by separator or divider. |
FIL-67966 | Fixed an issue where the System Usage report was not being filtered by the project. |
FIL-67991 | Fixed an issue in the Windows Viewer where documents were not sorted by the sort order after they had been renamed. |
FIL-68032 | Fixed an issue in the Web Viewer where rows added to a table in a form were not saved when using Chrome or FireFox. |
FIL-68071 | Fixed an issue in the Web Viewer where documents were displayed alphabetically rather than by sort order after being renamed. |
FIL-68085 | Fixed an issue where the System Usage report did not display file types by project when printed or exported and that option was selected. |
FIL-68114 | Fixed an issue where workflow out of office delegation was not working as expected. |
FIL-68153 | Fixed a search issue where date index field masks were not working in search entry criteria. |
FIL-68186 | Fixed an issue in the Web Viewer where all selected documents were not deleted as expected. |
FIL-68195 | Fixed minor issues in API 2.0. |
FIL-68259 | Fixed an issue with submission forms where data in a related project table was not submitted to the related project. |
FIL-68397 | The Add Content - Upload Documents - File Now button and functionality is not available for users without the 'Manage Indexing Queue Documents' group right. |
FIL-68714 | Fixed an issue where Administrators were unable to save project plugins. |
FIL-68733 | Fixed an issue with the workflow custom action stencil where the update value entry was displaying the parent field label instead of the index field of the child project when a loop was used. |
FIL-68801 | Fixed an issue where images couldn't be uploaded for site branding. |
FIL-68805 | Fixed an issue where different files were not being created for forms with an auto-counter field. |
FIL-68819 | Fixed an issue with the workflow eform stencil where upgrading from 8.0.1 to 8.1 caused default selection of the new option 'Do not route'. |
FIL-68821 | Fixed an issue in the Web Viewer where users were not able to scroll to see all document relationships. |
FIL-68877 | Fixed an issue in API documentation where one of the code examples caused an error to occur. |
FIL-68888 | Fixed an issue that caused an error to occur when editing the "From" field in a workflow email stencil. |
FIL-68910 | A blank search is now allowed for GL code searches in the Web Viewer Advanced Line Items window. |
FIL-68951 | Fixed an issue in the Web Viewer where the Document Journal was logging all users in an assignable step when the document went through a jump step after the assignable step. |
FIL-69044 | Fixed an issue that prevented forms with date fields from being submitted when the browser language was Spanish - Latin America. |
FIL-69067 | Fixed an issue in the Web Viewer where the signature pointer was not inline with the mouse cursor for form signature boxes that were hidden by a rule. |
FIL-69085 | Fixed an issue in the Web Viewer where document relationships were named after the names of the two projects rather than the name specified in the relationship configuration. |
FIL-69110 | Fixed an issue where date fields for the completion step of workflows switched the day to the month and vice versa when the browser language was Spanish. |
FIL-69111 | Fixed an issue with forms where decimals were converted to commas, which resulted in different numbers when the browser language was Spanish. |
FIL-69127 | Fixed a workflow issue where Store Previous Step User was grabbing the first user in a group instead of the user that approved the document. |
FIL-69176 | Fixed an issue where file sizes were larger than expected when converting TIFF images to PDFs using the workflow convert stencil. |
FIL-69217 | Fixed an issue where hidden fields were displaying on forms. |
FIL-69228 | Fixed an issue that caused an error to occur when creating a scheduled workflow process. |
FIL-69252 | Fixed an issue in the Web Viewer where clicking inside a numerical field in a view/edit form caused the value to disappear. |
FIL-69253 | Fixed an issue in the Web Viewer where document notes could not be edited when locking was set to" File and Data Lock" OR "Document and Data Lock" and the document was not locked. |
FIL-69311 | Fixed an issue where OCR data was not saved in FileBound when exporting to FileBound from Intelligent Capture. |
FIL-69355 | Fixed an issue that prevented the Workflow Map from opening correctly in a browser with French as the default language. |
FIL-69360 | Fixed an issue where forms could be submitted when a required drop-down field was left blank. |
FIL-69383 | Fixed an issue in the Web Viewer where non-admin users weren't able to add documents to an empty file. |
FIL-69398 | Fixed an issue where the View option didn't appear next to assignments on the Assignments page when 'The document to open in the default viewer' was selected in User Preferences - Assignment Row options. |
FIL-69401 | Fixed an issue where the DocumentGroup table was not created on SQL if full-text was disabled when upgrading a site to 8.0.1. |
FIL-69468 | Fixed a workflow issue that caused an error to occur when an index field value was updated with a blank value via the update value stencil. |
FIL-69617 | Fixed an issue where the Copy button for related files matching and copying only showed in the viewers for Administrators. |
FIL-69762 | Fixed an issue where due to API error, users were stuck on a loading page when validating a FileBound license. |
FIL-69843 | Fixed an issue that caused slow performance when printing TIFF documents from the Web Viewer. |
FIL-70026 | Fixed an issue where documents weren't deleted when deleting files using the Clipboard. |
FIL-70051 | Fixed a forms issue where single line text fields weren't displayed as expected when conditional rules were applied. |
FIL-70098 | Fixed a display issue where workflow processes were not displayed in the Select Process for Automatic Routing drop-down list if they were hidden after documents were routed. |
FIL-70197 | Fixed a workflow issue where last in first out (LIFO) was not working correctly in multi-queue steps. |
FIL-70265 | Fixed an issue in the Forms Designer where form link controls could not be set to required. |
FIL-70270 | Fixed an issue in the Forms Designer where the Form property for form link controls could not be changed back to None once a form had been selected. |
FIL-70354 | Fixed an issue in the Web Viewer where the Document Journal was not logging the correct user when notes were added in a workflow. |
FIL-70443 | Fixed an issue where locked documents could still be moved to new files. |
FIL-70502 | Fixed an issue where users were unable to add rows to related file tables in forms. |
FIL-70567 | Fixed an issue where the version was not updated properly when changes to a web form were published. |
FIL-70635 | Fixed an issue where users were not able to upload a form to an existing form multiple times using the Upload link. |
FIL-70643 | Fixed an issue where non-admin users were unable to ad-hoc route documents to another user. |
FIL-70646 | Fixed an issue where users were unable to add documents to a file when "Enable Manual Separator Entry" and/or "Enable Manual Divider Entry" options were disabled. |
FIL-70668 | Fixed an issue where the Web Viewer failed to load documents if the Modified Date column on the document table was null. |
FIL-70670 | Fixed an issue that caused an error to occur when accessing the Forms Portal if the Global Form User was not configured. |
FIL-70712 | Fixed an issue where deleting documents from the Recycle Bin was not working as expected. |
FIL-70726 | Fixed an issue where indexing templates could not be saved. |
FIL-70742 | Fixed an issue where Separator was not an option in the Filter By drop-down list for the File Analysis Report. |
FIL-70763 | Fixed an issue where project link fields were cleared upon form submission. |
FIL-70764 | Fixed a workflow issue where forms with print breaks were converted into single-page PDFs with small text rather than multi-page PDFs. |
FIL-70765 | Fixed an issue in the Web Viewer where split screen was scrolling both screens at the same time. |
FIL-70766 | Fixed an issue in the Web Viewer where a processed assignment continued to display in the Assignments section when using split screen view. |
FIL-70767 | Fixed an issue in the Web Viewer where the Content Toolbar was not visible when using split screen view and native PDF was enabled. |
FIL-70785 | Fixed a workflow issue where the out of office delegation was not working as expected for multi-load steps. |
FIL-70787 | Fixed an issue where non-admin users were unable to submit forms. |
FIL-70814 | Fixed an issue where an unknown character was displayed when %a or %b was entered when switching a user on the Assignments page. |
FIL-70918 | Fixed an issue where users were not added to groups as expected, or were removed from groups unexpectedly. |
FIL-70925 | Fixed a forms issue where EformData for unmapped form fields was not updated correctly. |
FIL-70926 | Fixed an issue where PDFs converted from HTML files via a workflow convert stencil were missing the total value on tables in some cases. |
FIL-70961 | Fixed an issue where projects could not be assigned to groups without users. |
FIL-70982 | Fixed an issue where date index field masking did not apply for date index fields on the Assignments page. |
FIL-71014 | Fixed a forms issue that caused an error to occur when submitting one from through another. |
FIL-71066 | Fixed a forms issue where the latest published form appeared on the bottom of the versions list instead of the top. |
FIL-71116 | Fixed an issue that caused an error to occur when filtering global search data. |
FIL-71249 | Fixed an issue that caused an error to occur when a non-admin user moved an assignment through a picklist. |
FIL-71313 | Fixed an issue where $$LISUM$$ did not populate the line item total. |
FIL-71314 | Fixed an issue that caused an error to occur when the Workspace was loaded for non-admin users without the 'Workflow Reports Only' group right. |
FIL-71315 | Fixed an issue where workflows with an integrations stencil did not work correctly after upgrading to 8.1.0.3. |
FIL-71317 | Fixed a forms issue where the Submit button did not display as expected. |
FIL-71323 | Fixed an issue in the Web Viewer where administrators could not see workflow assignments for other users. |
FIL-71333 | Fixed an issue that caused an error to occur when searching for a date field with a mask without using a leading zero in a single digit day or month. |
FIL-71360 | Fixed an issue where project lookup field values were not updated unless the form was saved first. |
FIL-71383 | Fixed a forms issue where $$DATE$$ did not populate the current date. |
FIL-71384 | Fixed an issue where form date fields were incorrect when opened in the viewers. |
FIL-71386 | Fixed an issue where users could not be edited or saved when the username matched a previously deleted user. |
FIL-71404 | Fixed an issue where project search results were not displayed for non-admin users in some cases. |
FIL-71405 | Fixed an issue where multi-page TIFF documents were not grouped when uploaded when a file was created via the Add Content page. |
FIL-71407 | Fixed an issue that caused slow performance when searching for and opening documents. |
FIL-71410 | Fixed an issue where the out of office delegate was reset to None after a user's password was changed. |
FIL-71425 | Fixed a forms issue where a number value was returned after a form was reset. |
FIL-71426 | Fixed an issue where non-admin users could not submit forms on the Forms Portal without the 'Document Viewing' group right. |
FIL-71642 | Fixed an issue that caused an error to occur when saving a file from the File Details page and a value matched that of a deleted file. |
FIL-71715 | Fixed an issue where form names appeared multiple times in the Forms Menu. |
FIL-71722 | Fixed an issue where form fields appeared blank when the form was printed, downloaded, or emailed from the Web Viewer. |
FIL-71748 | Fixed a forms issue where conditional rules weren't working as expected with drop-down fields. |
FIL-71795 | Fixed an issue in the Web Viewer where the Assignments section showed multiple instances when a muti-all step was used. |
FIL-71803 | Fixed an issue where the Divider drop-down on the Add Content page defaulted to blank when $$DATE$$ was configured as the default value. |
FIL-71808 | Fixed a forms issue where drop-down fields defaulted to the first value when blank was configured as the default value. |
FIL-71843 | Fixed an issue that caused slow performance when printing forms from the Web Viewer. |
FIL-71937 | Fixed an issue where Access Administrators could not search files when file security was set to $$USERCUSTOM1$$. |
FIL-72327 | Fixed a workflow issue where storing the previous user was not working properly. |
FIL-72328 | Fixed an issue where setting the search portal user to a non-admin user prevented users from searching. |
FIL-72329 | Fixed a workflow issue where comments were not added to the Document Journal and File Notes via the escalation step when using a PowerShell script. |
FIL-72384 | Fixed an issue that caused an error to occur when deleting a project that had anonymous forms. |
FIL-72385 | Fixed an issue that caused workflow errors when a cascade field value contained an apostrophe. |
FIL-72393 | Fixed an issue in the Web Viewer where the Save button was grayed out when changing a document divider. |
FIL-72399 | Fixed an issue where form fields appeared blank when the form was emailed from the Web Viewer. |
FIL-72410 | Fixed an issue in the Indexing Queue where the Save button was not working as expected. |