DocRecord v6.6.2.24 Release Notes

Owned by CJ Park (Deactivated)
Last updated: Oct 22, 2020 by Brianne Paul (Deactivated)

Desktop Client

New Features

  • A new eForms system Category has been added to the Category list which may be enabled within the Server Configuration settings.

  • The Load In Native Application option within the Document Viewer Tools now supports opening an eForm within the eForm Designer for modifications. The eForm Designer will display the latest eForm from the server using the FormID index in the eForms system Category.

Enhancements

  • Only one click is now required to enable a document checklist on a folder.

  • Double-clicking an eForm document will now open the eForm within a browser, and the eForm URL will be available as an index within the eForms Category.

  • A button has been added within the Select Setup Type window of the DocRecord Setup Wizard for each component option which allows the specification of the installation folder path.

  • The DocRecord Setup Wizard will no longer attempt to install prerequisites. Prerequisites are now installed by sub-setup processes.

  • The Ok button and Cancel button within the View Category window have been consolidated into a single button which performs the same function of exiting the View Category window.

  • The Annotations tab will no longer automatically switch to the Document Navigation tab after an annotation has been used.

  • When editing a Query and selecting the prompt user option, the textbox will now become grey and no longer editable.

  • When a Query is selected, Category options will now be disabled until the Query window is exited, and when a Category is selected, Query options will now be disabled until the Category window is exited.

  • Move Up, Move Down, and Duplicate buttons have been added to the Table Field Editor window.

  • Select All and Clear All buttons have been added to the Portfolio Forms window.

  • The MFP General Search Query description has been changed to MFP Document Security.

Fixes

  • An issue has been fixed where the Duplication Policy was not applying during batch processing.

  • An issue has been fixed where the Duplication Policy would not trigger when updating the document index value with a value which already exists.

  • An issue has been fixed where the Rename To Original Date Token within the Duplication Policy appears blank when a Category is created.

  • An issue has been fixed where the Duplication Policy was not triggering when performing a Find & Replace on a value that is an existing value.

  • An issue has been fixed where the DocRecord Output Data Connector within Prism Capture was not displaying correct fields for table types.

  • An issue has been fixed where the success message displayed after performing a Find & Replace contains the wrong search count.

  • An issue has been fixed where the Duplication Policy was not triggering when a sub-document is removed and the associated sub-document key exists in the same Category.

  • An issue has been fixed where deleted sub-documents of deleted parent documents were triggering the Duplication Policy.

  • An issue has been fixed where the Date Control was not properly handling the dd/mm/yyyy format.

  • An issue has been fixed where the incorrect Duplication Policy is shown when two separate documents are in the same workflow.

  • An issue has been fixed where the Approval Object would receive an error when the associated eForm contained a Table Object within it.

  • An issue has been fixed where the Search & Retrieval window was displayed when logged out of DocRecord.

  • An issue has been fixed where the Close and Cancel buttons within the Select Folder window during document checkout were required to be clicked twice before the action was performed.

  • An issue has been fixed where the Workflow Inbox was not populating.

  • An issue has been fixed where the Add Files button within the ribbon menu was not disabled when a document was in a checked-out state.

  • An issue has been fixed where the Document Viewer was closing when selecting the Apply & Move to Next option within the Document Viewer toolbar.

  • An issue has been fixed where the scroll bar for the Add Set window within the Category Packet Definitions settings was missing.

  • An issue has been fixed where the scroll bar within the Query Designer is missing when the Query contains multiple fields.

  • An issue has been fixed where a generated cover sheet creates a blank personal Category.

  • An issue has been fixed where the Document list and Search Results window would not display when the View Styles dialogue was opened and closed.

  • An issue has been fixed where old versions of a checked out document are not available within the Versions list.

  • An issue has been fixed where a document list which spans more than one page is not displayed in logical order.

  • An issue has been fixed where the Default and Mask values within the Table Index Field were unable to be modified.

Web Client

Enhancements

  • A button has been added within the Select Setup Type window of the DocRecord Setup Wizard for each component option which allows the specification of the installation folder path.

  • The DocRecord Setup Wizard will no longer attempt to install prerequisites. Prerequisites are now installed by sub-setup processes.

  • An Adobe XD wireframe has been implemented for creating cross references.

  • The document icon colors have been modified.

  • The Ok button and Cancel button within the View Category window have been consolidated into a single button which performs the same function of exiting the View Category window.

  • The Annotations tab will no longer automatically switch to the Document Navigation tab after an annotation has been used.

  • When editing a Query and selecting the prompt user option, the textbox will now become grey and no longer editable.

  • When a Query is selected, Category options will now be disabled until the Query window is exited, and when a Category is selected, Query options will now be disabled until the Category window is exited.

  • Move Up, Move Down, and Duplicate buttons have been added to the Table Field Editor window.

  • Select All and Clear All buttons have been added to the Portfolio Forms window.

  • The MFP General Search Query description has been changed to MFP Document Security.

Fixes

  •  An issue has been fixed where the Duplication Policy would not trigger when updating the document index value with a value which already exists.

  • An issue has been fixed where the Duplication Policy was not triggering when performing a Find & Replace on a value that is an existing value.

  • An issue has been fixed where the success message displayed after performing a Find & Replace contains the wrong search count.

  • An issue has been fixed where the Duplication Policy was not triggering when a sub-document is removed and the associated sub-document key exists in the same Category.

  • An issue has been fixed where deleted sub-documents of deleted parent documents were triggering the Duplication Policy.

  • An issue has been fixed where the Search & Retrieval window was displayed when logged out of DocRecord.

  • An issue has been fixed where the Close and Cancel buttons within the Select Folder window during document checkout were required to be clicked twice before the action was performed.

  • An issue has been fixed where the Add Files button within the ribbon menu was not disabled when a document was in a checked-out state.

  • An issue has been fixed where the Document Viewer was closing when selecting the Apply & Move to Next option within the Document Viewer toolbar.

  • An issue has been fixed where the scroll bar within the Query Designer is missing when the Query contains multiple fields.

  • An issue has been fixed where a generated cover sheet creates a blank personal Category.

  • An issue has been fixed where the Document list and Search Results window would not display when the View Styles dialogue was opened and closed.

  • An issue has been fixed where old versions of a checked out document are not available within the Versions list.

  • An issue has been fixed where a document list which spans more than one page is not displayed in logical order.

  • An issue has been fixed where the Default and Mask values within the Table Index Field were unable to be modified.

MFP Document Security

Enhancements

  • A button has been added within the Select Setup Type window of the DocRecord Setup Wizard for each component option which allows the specification of the installation folder path.

  • The DocRecord Setup Wizard will no longer attempt to install prerequisites. Prerequisites are now installed by sub-setup processes.

  • The Ok button and Cancel button within the View Category window have been consolidated into a single button which performs the same function of exiting the View Category window.

Fixes

  • An issue has been fixed where the [DOCLINK] element within email notifications was not using the documentID column when building the document link.

  • An issue has been fixed where deleted sub-documents of deleted parent documents were triggering the Duplication Policy.

  • An issue has been fixed where the Search & Retrieval window was displayed when logged out of DocRecord.

  • An issue has been fixed where the Document Viewer was closing when selecting the Apply & Move to Next option within the Document Viewer toolbar.

  • An issue has been fixed where a generated cover sheet creates a blank personal Category.

  • An issue has been fixed where multiple registered MFPs were not able to be removed at once.

Server Manager

Enhancements

  • A button has been added within the Select Setup Type window of the DocRecord Setup Wizard for each component option which allows the specification of the installation folder path.

  • The DocRecord Setup Wizard will no longer attempt to install prerequisites. Prerequisites are now installed by sub-setup processes.

Fixes

  • An issue has been fixed where deleted sub-documents of deleted parent documents were triggering the Duplication Policy.

  • An issue has been fixed where the Search & Retrieval window was displayed when logged out of DocRecord.

  • An issue has been fixed where the Close and Cancel buttons within the Select Folder window during document checkout were required to be clicked twice before the action was performed.

  • An issue has been fixed where the Workflow Inbox was not populating.

  • An issue has been fixed here the server icons were not aligned with the icon labels.

  • An issue has been fixed where the auto refresh for the Concurrent Client list caused the cursor to refocus back to top of the list.

eForm Manager

Enhancements

  • Submissions under the History tab are now view-only.

  • The Allow Drafts setting is now disabled by default within the eForm Designer. When the Allow Drafts setting is disabled, the save button is disabled within the eForm and the user will not be prompted to save the eForm when closing the eForm.

Fixes

  • An issue has been fixed where the Save Draft button within an eForm would throw a null reference exception error when one or more columns of a Repeating Element tool did not contain a tool.

eForm Designer

New Features

  • An Add To DocRecord check box has been added to the Behavior Settings within the Form Tab which allows an eForm to be uploaded to DocRecord with populated index values when enabled.

  • The Allow Drafts setting is now disabled by default. When the Allow Drafts setting is disabled, the save button is disabled within the eForm and the user will not be prompted to save the eForm when closing the eForm.

  • The Upload Files tool can now be set as a required field within an eForm.

  • The Auto Populate Button tool now contains ODBC support.

  • A Rich Text Font tool has been added to the Static Control list.

  • A Line tool has been added to the Static Control list.

  • A Box tool has been added to the Layout Control list.

  • A Circle tool has been added to the Layout Control list.

Enhancements

  • A button has been added to the eForms system Category which opens the selected eForm in a new tab.

  • A button has been added within the Select Setup Type window of the DocRecord Setup Wizard for each component option which allows the specification of the installation folder path.

  • The DocRecord Setup Wizard will no longer attempt to install prerequisites. Prerequisites are now installed by sub-setup processes.

  • The Free Hand tool is now able to be reset within the eForm when paired with a Reset tool.

  • The Link Label tool area outline is now visible when viewing the eForm in a browser preview.

  • The url within the Link Label tool will no longer auto-fill with http://.

  • The Upload Button tool has been removed from the Static Controls list.

  • The Picture Box tool now contains a scroll bar when an image is greater than the box size.

Fixes

  • An issue has been fixed where the Approval Object would receive an error when the associated eForm contained a Table Object within it.

  • An issue has been fixed where all items within the Radio Group tool were displaying on the same line.

  • An issue has been fixed where configuring an XML watch folder as a data destination causes an error.

  • An issue has been fixed where a Dynamic Combo Box tool that has been configured with an ODBC connection to an Oracle database does not fill.

  • An issue has been fixed where the Page Mapper window did not display the full page names within the right panel.

  • An issue has been fixed where the Save Draft button within an eForm would throw a null reference exception error when one or more columns of a Repeating Element tool did not contain a tool.

  • An issue has been fixed where an exception message displays when the Selection Start or Selection End fields within the Month Calendar tool are cleared.

Workflow Designer

New Features

  • An Expression Editor has been added to the Escalation Action and Timer Action.

  • The Merge To Form Action now contains the option to dynamically merge any eForm and generate a PDF.

Enhancements

  • A button has been added within the Select Setup Type window of the DocRecord Setup Wizard for each component option which allows the specification of the installation folder path.

  • The DocRecord Setup Wizard will no longer attempt to install prerequisites. Prerequisites are now installed by sub-setup processes.

  • The email subject line … button within the Assign eForm Action has been removed.

  • Up and Down buttons within Create Document Action have been removed.

  • Saving a workflow is now treated as an export function that does not affect the currently opened workflow.

  • A Delete button has been added to the Conditional Branch Action which enables when the Action contains multiple branch conditions.

  • The Retention Policy, Document Checklists, Category drop-down menu, and Index Value sections have been removed from the Create Folder Action.

  • The Create Document Action and Create Document Version Action now contains a file selection within the Contents field.

  • Various improvements have been made to the Edit User Role window within the User Roles tab of the Additional Settings Menu.

  • Double-clicking on a resource, variable, property, or function within the Expression Editor to insert into an expression will now switch the focus of the cursor to the Edit Expression text field within the Expression Editor.

  • The Start Action now contains an Expression Editor.

  • Dynamic Roles have been removed from all Action Task sections.

  • The ODBC Write Action default mode has been changed from Update to Insert.

  • The Timer Action now supports the 31st day of applicable months.

Fixes

  • An issue has been fixed where the incorrect Duplication Policy is shown when two separate documents are in the same workflow.

  • An issue has been fixed where the Approval Object would receive an error when the associated eForm contained a Table Object within it.

  • An issue has been fixed where the Create Folder Action and Move Folder Action do not trigger a warning message when containing invalid configurations.

  • An issue has been fixed where minimizing a popup window minimizes the entire program.

  • An issue has been fixed where the Start Action node did not populate when a new blank workflow was created.

  • An issue has been fixed where the dynamic Merge To Form background was not generating.

  • An issue has been fixed where Comment Actions did not maintain their relative positions when the Workflow is uploaded to the Workflow Server.

  • An issue has been fixed where the node connecting the Start Action within a Sub-Process could be deleted.

  • An issue has been fixed where the workflow becomes unresponsive and receives a "Null Pointer Exception" error when an Escalation Action is removed from a workflow, re-added to the workflow, and then double-clicked to open the Escalation Action Properties.

  • An issue has been fixed where a time value entered into a property or field which exceeds the maximum timer setting value causes the program to become unresponsive and close.

  • An issue has been fixed where the Parameters for the HTTP Post Action were not deleted after the Delete button was selected.

  • An issue has been fixed where the Edit Filter Criteria window disappears when the application icon is selected while the Edit Filter Criteria window is open and the user is unable to perform any other action within the program.

  • An issue has been fixed where if multiple Loop Over actions are present within a workflow and one Loop Over Action is left unconnected from the rest of the workflow, once the workflow has been uploaded to the eForm Manager an invalid link will generate connecting the Loop Over Action to the workflow.

  • An issue has been fixed where the description field within the Merge To Form Action was unable to be edited.

  • An issue has been fixed where the Move Document Action would generate an error when the Source Folder was not specified.

  • An issue has been fixed where the Table Fields would not map to a WorkFlow Document Resource when the default time was set to <TODAY>.

  • An issue has been fixed where the Assign eForm Action did not route uploaded eForms to users with DocRecord roles.

  • An issue has been fixed where the Comment Actions within a workflow were resetting without text when the workflow was uploaded to overwrite an existing workflow.

  • An issue has been fixed where Properties added to Sub-Process Action Resources were not saving after exiting the Edit window.

  • An issue has been fixed where the options within the Print menu were not displaying.

  • An issue has been fixed where an exception error displayed when the MFP Security Jobs Category was selected within the "Modify Document Index" Action.

  • An issue has been fixed where the Empty Action was displaying as Task within the eForm Designer.

  • An issue has been fixed where the Email Action could send emails without authentication or server configuration.

Index Station

Fixes

  • An issue has been fixed where a document created within the Awaiting Commit folder was not removed from the Awaiting Commit folder after the document was committed.

Enhancements

  • A button has been added within the Select Setup Type window of the DocRecord Setup Wizard for each component option which allows the specification of the installation folder path.

  • The DocRecord Setup Wizard will no longer attempt to install prerequisites. Prerequisites are now installed by sub-setup processes.

Office Extension

Enhancements

  • A button has been added within the Select Setup Type window of the DocRecord Setup Wizard for each component option which allows the specification of the installation folder path.

  • The DocRecord Setup Wizard will no longer attempt to install prerequisites. Prerequisites are now installed by sub-setup processes.

Fixes

  • An issue has been fixed where a duplication policy message was not displaying after the duplication policy had been triggered. A duplication policy trigger message has been added for Word, Powerpoint, Excel, and Outlook.

  • An issue has been fixed where the Advanced Search text fields could not be manually typed into when using Windows 10.