Release Date

14 December 2018

Release Notes

Improvements

Flow Execution Panel

  • General - Updated Xpertdoc Smart Flows branding
  • Flow Selection - Filtered view of flows based on the end users' security roles
  • Localization - The Flow Execution Panel is now available in English, French and Dutch. 
  • User input - Introduced capability to complete an Xpertdoc Smart Form as part of a flow execution

Project Console

  • General: Password reset for Native Users
  • Control Panel: Connectors: Introduced new connector type "Xpertdoc Portal"
  • Control Panel: Connectors: Printer - Updated print preview test page
  • Control Panel: Settings: Improved cleanup settings
  • Templates: Introduced new type of template: "Xpertdoc Template Designer Template"
  • Flow Builder: Improved icon for linked fields with text editing capabilities
  • Flow Builder: Introduced new block "Store in Xpertdoc Content Manager"
  • Flow Builder: Introduced new block "Execute Xpertdoc Document Service"
  • Data Set Builder: Introduced new data set type "Xpertdoc Smart Form"

Microsoft Dynamics 365/Microsoft SharePoint Integration

  • Version Compatibility - Compatibility extended with:
    • Microsoft Dynamics 365 for Customer Engagement v. 9.0 On Premise,
    • Microsoft Dynamics 365 for Customer Engagement v. 8.2 On Premise,
    • Microsoft Dynamics CRM 2016 v. 8.1 On Premise,
    • Microsoft Dynamics CRM 2016 v. 8.0 On Premise.
  • Supported authentication mechanisms: AD, ADFS 3.0 (via reverse proxy) and ADFS 4.0 (OAuth2)

Template Builder for Microsoft Word

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Other

  • Optimized template cache handling.  

Fixes

Flow Execution Panel

  • Output Links: Open document link only opens the document if it is generated in the docx format. 
  • Output Links: When flow in waiting state continues after envelope completion, envelope statuses are not updated in the flow output overview page
  • Error on retrieving thumbnail when no flows are available.

Project Console

  • Control Panel: Connectors: Connector list does not auto-refresh after deleting a connector 
  • Templates: Error on deletion of imported templates with missing (non-imported) dependencies
  • Templates: Composition: Conditions on templates in a composition occasionally are not resolved correctly
  • Data Sets: wrong info message appears in info message hover link panel for the Type option when "Custom" is selected as a value
  • Data Set Builder: infinite spinner appears when opening the 1:N relations of entities with no 1:N relations 
  • Flow Builder: Block inspector: list items with missing key values show as blank lines in drop down lists
  • Templates: Composition: Condition settings dialog does not order fields alphabetically

Microsoft Dynamics 365/Microsoft SharePoint Integration

  • Xpertdoc Smart Flows command bar button: button occasionally throws "you don't have a Smart Flows security role", while the user does have such a role in Dynamics 365 instances with multiple business units.
  • Batch run: URI too long error occurs when executing a flow for a selection of more than 90 records.

Template Builder for Microsoft Word

  • Conditions: occasionally, conditions using attributes are not resolved correctly
  • Entity references don't get a value for the @name attribute.
  • Loops: Limit tab on Loop Settings dialog occasionally does not save state of check boxes correctly. 

Other

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