Release Date

21 June 2019

Release Notes

Improvements

Flow Execution Panel

  •  Notification Icon - Users see a notification icon in the top right corner for messages and warnings

Project Console

  • General - List view improvements (filters and number of items to show are retained upon refresh, list links allow ctrl+click to open a new browser tab)
  • Control Panel - User Management - List view of users can easily be filtered to only show active users
  • Control Panel - Connectors - Copy to clipboard control for all parameters that need to be pasted elsewhere during connector setup
  • License - Admin and designer users receive notification when license is about to expire or when document volume is above a certain threshold.

Microsoft Dynamics 365/Microsoft SharePoint Integration

  • Business Unit - Xpertdoc Smart Flows project can be set up against a child business unit of a Dynamics 365 CE/CRM instance
  • Revisited login screen for username/password based login

Sugar Integration

  • Capability to omit non-supported modules (pmse*, tasks) from the Xpertdoc Smart Flows connector app for Sugar in the application.properties file.
  • Revisited login screen for username/password based login

Template Builder for Microsoft Word

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Other

  • Adobe Sign Connector - Improved handling of Adobe Sign API changes

Fixes

Flow Execution Panel

  • /

Project Console

  • General - Login occasionally fails to redirect to the Project Console's home page
  • General - User role can access the Project Console
  • Control Panel - Languages - Language aliases that correspond to a language code (e.g. nl_be) throw an error upon import into a project that contains this language (nl_be)
  • Data Set Builder - Xpertdoc Smart Forms data set does not show overview of fields and relationships after initial creation.
  • Flow Builder - Output data sets cannot be deleted after a flow has been executed at least once.
  • Flow Builder - Changes made to system tags are not saved when the user toggles the tag view between system and standard tag tab

Microsoft Dynamics 365/Microsoft SharePoint Integration

  • Create Letter Step - Cannot create letter activity with status sent

Sugar Integration

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Template Builder for Microsoft Word

  • Expressions - Dates, times and datetimes used in an expression occasionally return an incorrect value when formatting is applied (Note: if you have work around this issue by using date/time calculations or adjusting the system clock, please verify that your mappings are still returning correct values after the update)
  • Server connections - server connection needs to be refreshed after restart of the service
  • Preview - optimized handling of coinciding document preview requests (requires v.4.2.2.31 or higher)

Other

  • DocuSign Connector - In some project setups DocuSign connector updates to an invalid state 24 hours after configuration.

Xpertdoc Smart Flows 4.2/Downloads





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