Release Date

9 August 2019

Release Notes

Improvements

Flow Execution Panel

  • Flow execution result page - New "Completed with a warning" status for flow executions
  • Xpertdoc Smart Forms - Save form as draft and resume form completion later

Project Console

  • Control panel - Import/export - error messages are improved when uploading an invalid file
  • Data set builder - Custom data sets - Optimized dialog for field creation
  • Flow builder - New output on Start Xpertdoc Document Service flow step to return the resulting document
  • Flow builder - Store in Xpertdoc Content Manager - New option to send an e-mail to an Xpertdoc Portal user to download and review the uploaded document, sync and resume the flow.
  • Flow builder - Flow steps are now sorted alphabetically in the create new flow dialog
  • General - User interface - Vertical menus have been optimized for longer menu item labels

Microsoft Dynamics 365/Microsoft SharePoint Integration

  • Microsoft Dynamics 365 connector app - Xpertdoc Smart Flows security roles are renamed
  • Microsoft Dynamics 365 connector app - Xpertdoc Smart Flows security roles can be granted to teams and are inherited by all users of the team.
  • Microsoft Dynamics 365 connection - Support for ADFS on the CRM server level as well as on the organization level
  • Microsoft Dynamics 365 data collection - Opened connections to Microsoft Dynamics are optimally reused to minimize data retrieval time.
  • Microsoft Dynamics 365 data collection - Support for lookup of entities that contain nested OData annotations.
  • Microsoft Dynamics Workflows - new flow step to start a Microsoft Dynamics Workflow as part of a smart flow.
  • Microsoft SharePoint - Support for Microsoft SharePoint on prem with NTLM authentication.

Sugar Integration

  • Compatibility - Support for Sugar 9.0
  • Compatibility - Support for Sugar 9.1 (as from v4.3.0.20)
  • Connector set up - Improved selection of Sugar modules to enable for Xpertdoc Smart Flows.
  • Data set builder - Capability to collect images saved as note attachments in Sugar
  • Data set builder - Introduction of Xpertdoc virtual modules to mimic UI-only fields and visualizations. This results in better template design experiences for data sets that include the quotes, product bundles, calls, meetings and e-mails modules.
  • Data collection - Data collection is no longer restricted to records with an identifier that follows the GUID pattern.
  • Data collection - Support for multiselect fields.

Template Builder for Microsoft Word

  • Preview - Ability to templates in with sample data in PDF, docx and html format instead of only docx
  • Error messaging - Errors on pseudo fields now contain a clearer reference to the pseudo field that causes the error. 

Other

  • General - Improved Load Balancing for on Prem/Private Cloud deployments
  • General - Decreased startup time after server restart on multitenant deployments
  • General - Password reset requests are stored in the audit log with the name of the user that requested the reset 
  • Xpertdoc Portal Integration - revisited connector setup based on OAuth 2.0 using client secret and client ID
  • Xpertdoc Portal Integration - Portal instance selection moved from server to project level
  • Xpertdoc Portal Integration - Support for legacy Xpertdoc Portal v3 template executions based on Data Provider data sets.
  • Localization - File uploader component is now fully localized

Fixes

Flow Execution Panel

  • Condition evaluations on templates in a composition are cached, resulting in non-evaluation of conditions that returned false on runs after the previous cache clearance. 

  • Grouping - Group to a single document option fails when output format of the create document step is set to docx.
  • Flow run history - Execution time is missing in the list view of recent flow executions.
  • Error handling - Flows that fail on flow selection screen (e.g. when they contain an invalid flow step) cannot be continued from the flow run history panel

Project Console

  • Control panel - Import/export - Import of data sets with a name that already exists in the target project leads to unwanted addition of characters to names of data sets, sometimes leading to issues in dependent templates.
  • Control panel - Import/export - Import of an XperiDo Promotion Archive (XPA) file fails when it contains a template with numerical dynamic fields without a set value for minimum and/or maximum.
  • Control panel - Reporting - Occasionally user filtering doesn't load the list of project users
  • Control panel - Connectors - Admin users are able to delete the connector through which they are logged in.
  • Control panel - Connectors -  Changing the UI language when the connector list is active results in endless refreshing of the connector types.
  • Control panel - User management - Default tab of a project with a Sugar input connector is native instead of connected.
  • Control panel - User management - It is not possible to create an API key for a user when no user licenses are available.
  • Data set builder - Schema data sets - Upload of data XSD files containing references fails
  • Data set builder - Standard data sets - 1:N relations of advanced fields are not loaded
  • Data set builder - Samples - Success message after creation of a sample reads "succesfully deleted sample"
  • Data set builder - Samples - when clicking a sample from the list view of samples while anothe sample is selected, the selected sample is opened for editing instead of the clicked sample.
  • Data set builder - Schema/Xpertdoc Smart Forms data sets - after intial creation of the data set, the builder shows no fields or relationships. They are shown upon reopen.
  • Data set builder - Xpertdoc Smart Flows data sets - impossible to select forms that are not on the first page of the list of available forms in the selected library > folder path.
  • Data set builder - Xpertdoc Smart Flows data sets - filtering the list of available forms doesn't work properly
  • Flow builder - Creation of a flow on a template that contains errors throws a nullpointer exception
  • Flow builder - Data set reducer erroneously omits fields that are used exclusively to validate a condition on the composition level
  • Flow builder - "See all" control under Input > Start flow from another program > Data set doesn't respond
  • Flow builder - Name of flow output step is editable
  • Flow builder - Flows that have an output data set without type specification throw a nullpointer exception upon execution.
  • Flow builder - Switch steps - removal of the default case does not trigger change detection.
  • Flow builder - Try/catch step - when an error occurs during execution of a try zone, the flow output contains both a success message and a failure message.
  • Flow builder - UI crashes when referencing a field from an Xpertdoc Smart Forms data set in the properties of a subsequent flow step.
  • Flow builder - Input - All input options are shown, regardless of the project license.
  • Template manager - When previewing a template from the project console you can select a sample for only one of its data sets.
  • Template Manager - Compositions - Scroll bar is missing when adding many templates to a composition.

Microsoft Dynamics 365/Microsoft SharePoint Integration

  • Connector setup - "Connect to vocabularies.odata.org[...] failed" error is thrown when setting up a Microsoft Dynamics 365/CRM connector on a server without an internet connection. 
  • Connector app - Occasionally the fly-out menu on the Xpertdoc Smart Flows UCI command bar drop down button doesn't load when an XperiDo 3.4 solution is running in the same Microsoft Dynamics instance.
  • Connector app - Smart Flows configurations are not read correctly in Internet Explorer, causing the Smart Flows command bar buttons to disappear (as from v.4.3.0.17 of the Connector App Managed Solution)  
  • User management - User sync fails when one or more Microsoft Dynamics/Office 365 users with an Xpertdoc Smart Flows security role do not have a value for firstname.
  • Data collection - Support for e-mail activity creation on custom entities enabled for e-mail.

Sugar Integration

  • Connector App - Xpertdoc Smart Flows occasionally overwrites earlier customizations to modules
  • Connector App - Switching on the "Reuse opened browser tab" option opens the execution panel in the browser tab that runs Sugar
  • Connector App - Xpertdoc Smart Flows disables multi select tick boxes on the list view of the tasks module
  • Connector App - Occasionally advanced workflows are disabled when pmse-modules are enabled for Xpertdoc Smart Flows 
  • Data collection - Edits to a selection of multiple records after clicking the list flows by fly-out are disregarded
  • Data collection - Selection of records on a list view only results in the first 20 records being collected, even if more than 20 records are selected.
  • Connector setup - App connection uses the same platform as the Sugar UI to log in, causing the access/refresh token to expire when the connection user logs into Sugar via the Sugar UI.

Template Builder for Microsoft Word

  • Field inspector - @name attribute does not contain a value for the Product Bundle Item module in standard data sets depending on a Sugar connector
  • Mapping settings dialog - Occasionally font color and underline color are not properly saved

Other

  • API - Yaml generates an invalid GetDocumentContent function, throwing a serialization exception rather than the bytes of the generated document.
  • API - Document ID field in flow output contains a java object reference instead of a string with the document ID.
  • Data collection - EdmPrimitiveTypeException is thrown on decimal values with a precision of 17 or higher.
  • Concurrent flow execution - Occasionally an out of bounds exception occurs when 3 or more users execute the same flow concurrently.
  • Concurrent flow execution - Occasionally concurrent execution of a flow fails after server restart when it generates a document based on a composition that contains multiple templates based on the same data set.

Xpertdoc Smart Flows 4.3/Downloads






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