Build Date (18.10.2021) Version 8.8.0
Category: General Section: Announcements Last Updated: 2024-02-28
Here is a summary of the items from this release. New Features
FeatureDescriptionHow 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 documentation
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
FeatureDescription
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:
Enhancements to the sharing workflows
Uploaded files included next to generated documents
Improve table scalability
Standardise all Project buttons
Dealing with long Project names
Include Project step data in Form.data object
Included Project template ID in Form.data object
Fix overflow on audit table
Show most recent activity at the top across Audit table and Version table
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
FeatureDescription 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