Release Date

26 February 2019

Release Notes

Improvements

Flow Execution Panel

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Project Console

  • Control Panel - Reporting - Introduction of Troubleshooting section - upload report from another project to troubleshoot issues.
  • Data Set Builder - Introduction of Xpertdoc Portal library/group browser to select a form
  • Data Set Builder - Improved loading time on list views

Microsoft Dynamics 365/Microsoft SharePoint Integration

  • Data set builder - Support for optional lookup fields with multiple target entities
  • Managed Solution for Microsoft Dynamics - Support for Dynamics 365 v.9.1.x
  • Managed Solution for Microsoft Dynamics - Removed synchronous javascript calls
  • Managed Solution for Microsoft Dynamics - localized versions

Template Builder for Microsoft Word

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Other

  • Xpertdoc Smart Flows Server Monitoring tools for System Admins 

Fixes

Flow Execution Panel

  • Skip user input on flows that exclusively collect data via a Smart Form data set result in error instead of empty document

Project Console

  • Flow Builder - Title and description labels are switched on the Generate Document Step
  • Flow Builder - Leaving Flow Builder without saving changes leads to the creation of a history entry.
  • Control Panel - Reporting - Error when downloading flow execution reports without data
  • Control Panel - Assets - Download of png assets returns an undefined format file 

Microsoft Dynamics 365/Microsoft SharePoint Integration

  • Microsoft Dynamics 365/CRM connector - Issues when connecting to ADFS 4.0
  • Microsoft Dynamics 365/CRM connector - Refresh token expires after 90 days
  • Microsoft Dynamics 365/CRM connector - Batch requests to Xpertdoc Reverse Proxy contain invalid URLs
  • Data Set Builder - Issue retrieving displayName properties from the advanced fields section (e.g. productidname on Price List Item entity). 
  • Data Set Builder - contactid and accountid on Opportunity based data set throw errors
  • Microsoft SharePoint - Impossible to add SharePoint metadata when storing a generated document in Microsoft SharePoint.
     

Template Builder for Microsoft Word

  • Condition settings dialog - When comparing a datetime value to another datetimevalue, the compare to datetimevalue is not stored correctly in the condition settings.
  • Convert to barcode - Barcodes in headers and footers are not rendered correctly

Other

  • Xpertdoc Portal integration - Newly received refreshed tokens are not stored properly
  • XperiDo to Xpertdoc Smart Flows migration path - Occasionally data sets imported from an xpa archive only contain a subset of the 1:N relations of the source data set. 
  • XperiDo to Xpertdoc Smart Flows migration path - Occasionally language of localized template content imported from an xpa archive does not match the language of that content in the source template. 

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