Release Date

31 December 2018

Release Notes

Improvements

Flow Execution Panel

/

Project Console

/

Microsoft Dynamics 365/Microsoft SharePoint Integration

  • Workflow - Added the Xpertdoc Smart Flows - Workflow Executor security role. Microsoft Dynamics 365 users with this security role are authorized to execute steps of the Xpertdoc Smart Flows workflow assembly for Microsoft Dynamics 365.
  • Microsoft Dynamics 365 connector: Added support for the Microsoft Dynamics 365 API v9.0. During connector setup, admins can select the version of the API to use. 

Template Builder for Microsoft Word

  • Connection - Password reset option added

Other

  • DocuSign Connector - The Xpertdoc Smart Flows connector for DocuSign has been updated to work with OAuth2 for production instances

Fixes

Flow Execution Panel

  • Run another flow option does not clear earlier tag filtering on the flow selection page

Project Console

  • Data Set Builder: Occasionally default value of a custom data set field is not properly cleared or edited on user edit.
  • Templates: Downloading a template with Edge browser adds the file extension to the document name
  • Flow Builder: editing the data sets connected to a standard template causes flows that use that template to have invalid data set references for the generate document steps in which the template is used.
  • Flow Builder: Flows that are started from another program lose reference to the input data on the Generate document step.
  • Import: Version history of template is reversed upon import

Microsoft Dynamics 365/Microsoft SharePoint Integration

  • Data collection: error on retrieving field that has the same name as its parent entity.
  • Data Collection: Option sets that are defined by a global option set doc't receive values during data collection.
  • Xpertdoc Smart Flows App in Dynamics 365: Landing page does not have the correct css styles.
  • Dynamics create letter step throws a nullpointer exception when settings of the step are left blank in Flow Builder. 

Template Builder for Microsoft Word

  • Table of Contents shows headers that are in a condition that returned false 

Other

  • Xpertdoc Portal Connector: Dependencies are not deleted on deletion of the connector
  • No labels