8.2 Release Notes
Items of note
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File tracking has been deprecated. If you are currently using file tracking, it will still work as expected, but new processes cannot be created.
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Forms reports have been deprecated.
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The Insights - Predictive Analytics and Insights - Performance Comparison dashboard reports have been deprecated.
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The 8.2 release alters DocumentRoute columns ('Completed', 'DueDate', 'StartDate', 'ProcessDate') from smalldatetime to datetime2(0) to increase accuracy to seconds. Any custom indexes or statistics keying on or including those columns will need to be dropped prior to running the update. Run the CopyDocumentRoute.sql and RenameCopyDocument.sql queries to identify any conflicts. Have your DBA review the generated DROP commands, some indexes may be beneficial and merit adding back after the update.
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Dataexchange2.ashx has been removed from the installer for Versions 5 and 6.
New features
New features have been implemented in the following areas:
General
| Issue Key | Summary |
|---|---|
| FIL-24698 | Standardized drop-down behavior. Drop-downs can now be opened using the "Tab" key. |
| FIL-33242 | Secure password requirements are now displayed when a user is forced to change their password. |
| FIL-65591 | The process to download an archive has been moved to Importer Pro. |
Administration
| Issue Key | Summary |
|---|---|
| FIL-70882 | Up to 100 additional non-searchable project index fields can be configured. See Index fields for more information. |
| FIL-70903 | Removed the Validate License button from Main Options - General - Licensing Properties. Licenses are automatically verified once a license code is applied. |
| FIL-72619 | Removed Synchronize All Groups and Synchronize Administrators Only buttons from the Active Directory section of Main Options - Security. |
| FIL-73064 | Removed the Double Entry option in project index field settings. |
Forms
| Issue Key | Summary |
|---|---|
| FIL-33665 | Added the ability to group form controls in the Forms Designer. See Groupbox control for more information. |
| FIL-65488 | The Configure Validation option is now disabled in the Forms Designer when a date field is mapped. |
| FIL-65520 | A date format option has been added to field configuration for unmapped date fields in the Forms Designer. |
| FIL-69674 | Users are able to delete rows from forms. |
| FIL-69959 | Form fields are updated appropriately when there are multiple lookups pointing to the same field. |
| FIL-69972 | The FileBound logo on the Forms Portal can be clicked to take you back to the main portal page. |
| FIL-70669 | Mapped calculation fields are now updated in view/edit forms that are created from submission forms. |
| FIL-71617 | A warning message is displayed when there is a form field mapped to a date filed that has a mask applied. |
| FIL-71752 | Total rows in form tables will display in the same format as the configured column. |
| FIL-72857 | Subforms with file attachments can be submitted from the main form. |
Reports
| Issue Key | Summary |
|---|---|
| FIL-72417 | Added a User Name column to the System Errors report. |
REST API
| Issue Key | Summary |
|---|---|
| FIL-71754 | Added support for line items search in the Files endpoint. |
| FIL-72133 | Added a new Document Count endpoint. |
| FIL-72411 | Added support for line items search in the Project endpoint. |
Search
| Issue Key | Summary |
|---|---|
| FIL-70548 | Hidden projects are available to project and system administrators on the Search page. |
| FIL-72437 | Increased the maximum export size from the Search page to 5000 lines or 200 pages. |
Web Viewer
| Issue Key | Summary |
|---|---|
| FIL-63612 |
Users can rotate, delete, and reorder pages in PDF documents. Note: In order to use these options, the Display PDF documents in their Native format in the Web Viewer setting must be disabled on the General tab in Project Settings. |
| FIL-65478 | .txt files can now be grouped with other .txt files. |
| FIL-68395 | Added an external share action in the Document Journal. |
| FIL-68820 | The Document Journal shows the name of the user that the assignment is routed to rather than the user that routed it. |
| FIL-69399 | Related files tabs display different names when a project has multiple document relationships with the same project. |
| FIL-70547 | A related document opens immediately when it is clicked. |
| FIL-75140 | The Document Journal now displays seconds on timestamps. |
| FIL-75197 | Line breaks are reflected in the Document Journal, File Journal, and Workflow Comments |
| FIL-75243 | Improved the loading time of line items. |
Workflow
| Issue Key | Summary |
|---|---|
| FIL-20861 | Added a Rights option to the workflow Process Settings tab. This allows you to select which users can route documents down the workflow. See Process Settings tab for more information. |
| FIL-20864 | Added an option on the workflow standard step Tasks tab which allows you to disable workflow task buttons on the Assignments page. See Step properties - Tasks tab for more information. |
| FIL-21780 | Added the ability to evaluate for blank date or number fields in the workflow Decision stencil. |
| FIL-26759 | Added a Published By column on the Workflow Revisions page. |
| FIL-62860 | E-Form and Custom Action stencils will progress using the default separator/divider if it is required in the project. |
| FIL-64504 | Added the option to send a URL link to the anonymous form in the escalation email on the anonymous step configuration. |
| FIL-68460 | Added the ability to cancel all documents from a workflow step and move them to a different workflow step from the Workflow Revisions page. See Cancel workflow items and Cancel workflow items and reroute them to a new workflow step for more information. |
| FIL-70543 | Users can view assignments by workflow step name in the left pane of the Assignments page. |
| FIL-70545 | Users are able to sort items on the Assignments page differently for workflows from the same project. |
| FIL-70600 | Removed EformProcess from the list of actions available in the Custom Action stencil. |
Workspace
| Issue Key | Summary |
|---|---|
| FIL-73429 | Added a My Orphaned Documents widget to the Workspace. This allows you to manage documents that are abandoned over the course of a workflow and never assigned to a user. |
Resolved issues
8.2.0.3
|
Issue key |
Summary |
|---|---|
| FIL-76384 | Fixed an issue where the width of form controls decreased when a form was opened in the Web Viewer. |
| FIL-76612 | Fixed an issue where numeric fields with '$' as a prefix label were blank when exported in Excel or CSV format. |
8.2.0.2
|
Issue key |
Summary |
|---|---|
| FIL-69419 | Fixed an issue where documents uploaded to the Global Indexing Queue randomly failed to match a template when the Auto-Index automation process ran. |
| FIL-74004 | Fixed an issue that caused an error to occur when printing forms from the Web Viewer in some cases. |
| FIL-75319 | Fixed an issue where documents uploaded to the Global Indexing Queue could not be viewed after failing to match a template when the Auto-Index automation process ran. |
| FIL-76255 FIL-76426 |
Fixed an issue where using lookup fields on a form on the Forms Portal allowed users to login as the Global Form User. |
| FIL-76392 | Fixed an issue where a confirmation prompt was displayed when submitting a form that was secured by application login from the Forms menu. |
| FIL-76472 | Fixed an issue where documents were missing after files were merged in Connect if the file contained more than 25 documents. |
8.2.0
| Issue Key | Summary |
|---|---|
| FIL-67380 | Fixed an issue where the results of the Dashboard widget, Dashboard reports, and the Document Activity report were inconsistent. |
| FIL-68461 | Fixed an issue where a blank page was displayed when logging in from a mobile device when Workspace was set to the default start screen and a concurrent license was being used. |
| FIL-68796 | Fixed an issue where the last layer of a parallel step didn't create a SteamGUID, which prevented the workflow from continuing as expected when a step was completed. |
| FIL-69359 | Fixed an issue that caused an error to occur when running the Data Errors report when an index field name included a single quote. |
| FIL-69467 | Fixed a workflow issue where checking a multi-text form field to see whether it was empty or not with a decision stencil was not working as expected. |
| FIL-70710 | Fixed an issue in the Assignment Management Report where duplicate assignments were created when a user clicked multiple times. |
| FIL-70784 | Fixed an issue in the Web Viewer where workflow action buttons disappeared when the Map button was clicked. |
| FIL-70815 | Fixed an issue on the Assignments page where the cursor was stuck at the end of the search string when switching users. |
| FIL-70840 | Fixed an issue where deleted forms were still available in the Forms Menu. |
| FIL-70950 | Fixed an issue where the Forms Designer became unresponsive on specific forms. |
| FIL-70987 | Fixed an issue where the most recent project was displayed on the Search page rather than the project that was clicked in the My Project widget. |
| FIL-71064 | Fixed an issue where the Refresh button wasn't working on the Forms Revisions page. |
| FIL-71337 | Fixed an issue where the Project field showed last instead of first on the Assignment Management Report criteria page. |
| FIL-71338 | Fixed an issue that caused latency for non-admin users opening a viewer from the Assignments page. |
| FIL-71385 | Fixed an issue where sorting on cascade fields on the Search page was not working correctly. |
| FIL-71424 | The Relationship Name is now mandatory in Related Files Matching & Copying. |
| FIL-71448 | Fixed an issue where the Indexing Queue document count showed all documents in the queue instead of documents assigned to the logged-in user for non-admin users. |
| FIL-71453 | Fixed an issue where form URL field validation was not working without the http or https prefix. |
| FIL-71480 | Fixed an issue where projects were not sorted alphabetically in the My Projects Widget. |
| FIL-72009 | Fixed an issue in the Forms Designer where project link controls couldn't be resized properly. |
| FIL-72246 | Fixed an issue where full text search highlighted random places on PDF documents. For PDFs, full text search values should be highlighted in the File Tree and in the Document Full Text section of Document Information. |
| FIL-72267 | Fixed an issue in the Web Viewer where the orientation changed when a document with multiple pages that were different heights was printed. |
| FIL-72296 | Fixed an issue where group list pagination was not working for Access Admins when adding/editing a user. |
| FIL-72331 | Fixed an issue in the Web Viewer where the time was always displayed as 12:00:00 AM for document revisions. |
| FIL-72593 | Fixed an issue where emails uploaded through Connect appeared blank in the Web Viewer in some cases. |
| FIL-72613 | Fixed an issue where check box rules on forms were not saved when the label was blank. |
| FIL-72614 | Fixed an issue in the Web Viewer where the Revision Panel was displaying the incorrect user or was empty. |
| FIL-72741 | Fixed an issue in the Forms Designer where controls could not be added to the second page of a form created by uploading a PDF. |
| FIL-72766 FIL-73059 |
Fixed an issue in the Indexing Queue where the document count was incorrect when more than 25 documents were added. |
| FIL-72838 | Fixed an issue where due to API error, users were stuck on a loading page when validating a FileBound license. |
| FIL-72855 | Fixed an issue in the Web Viewer where saved annotations weren't printed when multiple documents were printed. |
| FIL-72876 | Fixed an issue where valid IP addresses were blocked when IP range restrictions were implemented on a cloud site using the fileboundrs.com domain. |
| FIL-72903 | Fixed an issue in the Indexing Queue where the selected project changed based on the project chosen on the Search page. |
| FIL-72991 | Fixed an issue in the Web Viewer that prevented the scroll bar from showing for forms with a multi-line text field. |
| FIL-72996 | Fixed an issue that caused an error to occur when viewing the File Activity report if the start date day and month values were higher than those in the end date. |
| FIL-73034 | Fixed an issue in the Web Viewer where the whole document was downloaded when downloading a single page from an ungrouped multi-page tiff. |
| FIL-73040 | Fixed an issue where project links in forms were broken if a project name changed. |
| FIL-73102 | Fixed a workflow issue where the user pick list was not ordered alphabetically. |
| FIL-73108 | Fixed an issue where document notes weren't displayed as expected when using two different browser sessions. |
| FIL-73117 | Fixed an issue that caused an error to occur when exporting a workflow report if the project had an index field called "Due Date" that was configured to show on the Assignments page. |
| FIL-73180 | Fixed an issue where assignments weren't filtered by workflow after a workflow was selected and then the user was switched on the Assignments page. |
| FIL-73233 | Fixed an issue where users were unable to search when the user custom fields were blank and file security was set to $$USERCUSTOM1$$. |
| FIL-73295 | Fixed an issue that caused an error to occur when submitting a form with a decimal value in a number index field when the browser language was Spanish. |
| FIL-73475 | Fixed an issue where the Assignment Management Report was not displaying active documents when there were 25+ revisions after the last published workflow version. |
| FIL-73507 | Fixed an issue where project search fields are not showing for assigned users in some cases. |
| FIL-73623 | Fixed an issue where the $$DATETIME$$ mask returned a date value in the incorrect format if the file was created by a form submission. |
| FIL-73624 FIL-74726 |
Fixed a forms issue where the default check box value was not selected after submission. |
| FIL-73737 | Fixed an issue with the Assignment Management report where the Users, Workflow Route, and Workflow Step drop-downs were not filtered correctly. |
| FIL-73743 | Fixed an issue where the date selected for a date field on HTML view/edit structured forms was not displayed in the viewers after form submission in some cases. |
| FIL-73781 | Fixed an issue in the Web Viewer where the timestamp was only displayed in the Document Journal for the first and last workflow steps. |
| FIL-73836 | Fixed an issue where users were unable to delete from the Recycle Bin in some cases. |
| FIL-74100 | Fixed an issue where related files tables on forms were not displayed properly in the Web Viewer in some cases. |
| FIL-74127 | Fixed an issue in the Web Viewer where the Projects list in the File Search didn't load in some cases. |
| FIL-74375 | Fixed an issue where the Records Destruction automation process was moving records to the Recycle Bin rather than removing them from the server. |
| FIL-74395 | Fixed an issue that caused an error to occur in workflows with a Stamp stencil when the Main Options - Renditions Setting was "When Document is Uploaded". |
| FIL-74741 | Fixed an issue in the Web Viewer that caused an error to occur when printing a form with cascade fields in some cases. |
| FIL-74742 | Fixed an issue in the Indexing Queue where index fields for the wrong project were displayed in some cases. |