Here is a summary of the items from this release.
New Features
| Feature | Description | How this might affect you |
| Category Tags | Allows an admin user to create custom tags to tag and filter project templates. This will be extended into more database entities like forms, records and document templates in the coming releases. | |
| Document Version Control |
Projects will now automatically create major versions of the document. For more information see our updated Working through a Project article |
|
| Tenancy Specific Variables |
Allow a tenancy to define and use custom values which can be used across the whole tenancy. This is particularly valuable when sharing your forms or Projects across multiple tenancies.
This data is loaded into the Form.data object in a form much the same way as MyUserData. |
|
| Entity Version History | When setting a Form, Document Template or Project Template live we record the changes made in the Entity Version History which will allow a user to view changes to these entities over time. | |
| Project Document Downloads | Allow a user to download a single document or all documents created in a project. | |
| Project Archiving | Allows a user to archive a project they are no longer working on. |
Enhancements
| Feature | Description |
| Share to Tenant | Allow users with the necessary permissions to share a form or a Project template to another tenancy. |
| Projects ACL | Allow a user to set sharing permissions of a project template to a user or team |
| Sharing Tag | Allow user to see which Project Templates of Forms have been shared using a Share Tag |
| Update the UX and UI for Projects |
General enhancements to the UX and UI of Projects, including:
|
| Update all icons to png format | |
| Updated search bars UI | Included a clear button on all search bars |
| Repeats | Assigned a repeat index to repeat rows that is available in the data file for scripting |
| Duplicate Documents | Updated documents to work with an index so that when a document name changes we don't generate multiple documents |
| Save for form builder | Prompt the form builder to save before exiting the page |
| Form save | Allow a user to start from where they last saved when logging back in. |
| Password history | Can no longer re-use previous passwords |
| Password admin | When creating an admin account a user can set the username to anything they like, previously the default was admin and this could not be modified |
| Records and Apps | A user can now run a record generated from a form or app through another app |
| Feedback export | Include additional data collected from the feedback form |
| Platform UI | Updated the UI to address title cases and buttons to ensure consistency across the platform |
| Dashboard Widgets | Admin filter applied to all dashboard widgets so that admin users can see data across the whole tenancy |
| Automated test cases | We have extended the automated test cases |
| Admin ACL filter | Allow all master admin users to search ALL Forms and Project templates across the tenancy without having to share to the master admin. |
Bug Fixes
| Feature | Description of the Fix |
| Projects Audit Log | Time date stamp updated |
| HTML control | Saving an empty HTML tag will no longer prevent the form from saving |
| Script editor | Logic and data source custom code no longer evaluates within the editor |
| Script editor | Save script notification is no longer blank |
| Rules builder | Saving an empty or invalid rule is no longer allowed |
| Form Versions | Form live version can no longer set two live versions at the same time |
| ListFormat | ListFormat mergefield is no longer adding unwanted extra space for the format a, b and c |
| Date Control | Can now only display a date/time control in the timezone of the viewer |
| JSON Export | Exporting a JSON form no longer converts special characters to ? |
| Important Table and Summary Table | Tables didn't display all the data if a user didn't click on a page. |
Known Issues
- Using the search tag in a project will in some instances not trigger a search
Next Release Items
- New Feature: Archiving, Soft Delete and Hard Delete Policy. Allow an admin to set a policy when data records are archived, soft deleted and then hard deleted from the database.
- Enhancement: Extend the custom tags to other entities including forms, templates and records
- Enhancement: Export JSON as CSV
Open Feature and Enhancement Requests
- New Feature - Form data analytics, understand how the users interact with your form
- New Feature - Allow a user to connect apps in is submission workflow
- New Feature - Custom Component builder
- New Feature - Custom CSS per Form
- New Feature - Email recipients to include system users and team selections
- New Feature - View information about the status/ outcome of the workflow execution for the submission
- New Feature - Ability to store secret keys in tenant for use in side a forms
- New Feature - Datasheets
- Enhancement - Tenant login page customization
- Enhancement - Password expiration policy
- Enhancement - Allow PDF files to be easily included with generated documents and attached to email as part of submission workflow
- Enhancement - Before form load REST API
- Enhancement - Rules builder requires a and/ or condition in the same rule
- Enhancement - Add ability to drag radio button / checklist group data into different order
- Enhancement - New Template builder
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