Always install new releases on a test server and verify the results prior to doing so in production.
Ensure that you have a recent backup of your production database prior to installation.
For Process Director v5.44.600 and higher, the most recent Microsoft Rewrite and Advanced Request Routing IIS modules must be installed. These modules can be downloaded and quickly installed by obtaining the ARR v3.0 download package from Microsoft. Microsoft states that the ARR download package should already contain the existing External Cache Module dependency, so it should be the only installation you need to perform. The URL Rewrite module can, if necessary, also be separately downloaded from Microsoft.
v5.44.1104 (09 Jan 2023)
Bug Fixes
ENG-12434 - Resolved an issue that could cause SMTP mail failures when using Office365 SSL Servers.
v5.44.1103 (08 Dec 2022)
Bug Fixes
ENG-10909: Resolved an issue that could prevent Typeahead Dropdown controls from returning the expected options.
ENG-11731: Resolved an issue that could prevent the Group Name from being properly applied to images by the Show Attached Objects control.
ENG-11770: Security improvements against cross-site scripting attacks were implemented.
ENG-11828: Corrected the Compliance Datasource terminology in the UI text for Business Values.
ENG-11845: Resolved an issue that could cause numbers exported from a CSV file to a database file to be imported using scientific notation.
ENG-11890: Resolved an issue that could cause individual radio button controls to invoke the Tamper Protection feature when one radio button control is hidden.
ENG-11893: Resolved an issue that could prevent Form fields from being deleted if a SQL View exists for a Form definition.
ENG-11957: Resolved an issue that could prevent Journal controls from displaying threaded comments.
ENG-12001: Resolved an issue that could cause typeahead Dropdown controls to appear in an incorrect location on the page.
ENG-12055: Resolved an issue that could cause Radio buttons in separate sections to trigger tampering protection improperly.
ENG-12095: Correct documentation links were added to the Fill Fields from PDF Custom Task's configuration screen.
ENG-12198: Resolved an issue that could cause improper HTML encoding on email messages.
ENG-12212: Resolved an issue that could prevent correct decryption of OAuth values.
Enhancements
ENG-11688: A new Form control, the Container, enables fixed positioning for Form elements.
ENG-11796: Added a Media Only property to the Show Attachments control for Mobile Application attachments created via the Image Gallery control on the mobile device.
ENG-11861: Support for Microsoft Modern Authentication was added to the Properties page of the IT Admin area's Installation Settings section.
ENG-11862: Oauth features to support Microsoft Modern Authentication were added to the product. Related Issues: 11860, 11861, 11863, 11865
ENG-11863: Support for Microsoft Modern Authentication was added to the Run Email Tests page of the IT Admin area's Troubleshooting section.
ENG-11865: Resolved an issue that could cause Business Value parameters to be deleted when edited.
ENG-11961: Added an option to the Chart Data Source Tab of the Chart object to display chart groupings that have no values. The default behavior is to skip 0-value groupings.
ENG-11981: The properties for Oauth connections, such as the Tenant ID, Client ID, and Client Secret values were added to the bpProperties file, which is produced when logs are exported, in an encrypted format.
ENG-12172: A new Form control, the Container, was added to the Online Form Designer's Layout menu.
ENG-7965: Improved the reliability of the Typeahead Dropdown control's operation.
v5.44.1050 (17 Oct 2022)
Bug Fixes
ENG-11266: Resolved an issue that could cause a Form definition to display an error message after a Word to OFD conversion if the Form definition wasn't immediately saved after the conversion.
ENG-11354: Resolved an issue that could cause the system to improperly consume a Day Pass license when running a Knowledge View as part of a Goal evaluation.
ENG-11562: Resolved an issue that could cause improper display of selections in User/Group picker controls.
ENG-11595: Resolved an issue that could cause an error message to appear when creating a Custom Task or Email Template.
ENG-11681: Changed the display of missing resource strings to remove parentheses when displayed.
ENG-11740: Resolved an issue that could prevent the Journal control from enabling user comments.
ENG-11742: Resolved an issue that could cause the Icon Chooser to display color choices incorrectly.
Enhancements
ENG-10250: The JQuery library used in the product was updated to v3.6.
ENG-11461: A new Datasource type, Sharepoint OAuth, is available for creating secure connections to SharePoint using Microsoft's OAuth-based Modern Authentication protocol. Related ENG tickets: 6506, 8351, 9102, 10326, 10542, 10619, 10621, 10623, 10983, 11461, 11462, 11463, 11464, 11465, 11466, 11523.
ENG-11493: The options to create a new Form definition using the Word Form Builder have been removed from the product.
v5.44.906 (24 Aug 2022)
Bug Fixes
ENG-10533: Resolved an issue that could prevent Milestones from being imported properly when importing Form or Process Timeline objects with Milestones configured.
ENG-10608: Resolved a Vaccine Tracking Application issue that could result in excessive error messages being displayed.
ENG-10618: The Data List object was removed from the Process Director UI, pending further development.
ENG-10630: Resolved an issue that could prevent search values from being properly migrated between encrypted and unencrypted fields.
ENG-10699: Resolved an issue that could prevent Form error messages from being read properly by a screen reader or other assistive devices.
ENG-10703: Resolved an issue that could cause assistive devices to ignore, and fail to announce, filtered search results from typeahead dropdown controls.
ENG-10731: Resolved an issue that could cause licensing verification/key generation issues for systems that use AES Encryption.
ENG-10749: Resolved an error that prevented some IT Admin pages from displaying properly.
ENG-10764: Resolved an issue that could cause the system Information page of the IT Admin section to display multiple scrollbars.
ENG-10784: Resolved an Issue that could prevent the System Information page of IT Admin from displaying properly. Duplicates ENG-10107. Related Issues: 10187, 11011, 11004, 11001.
ENG-11037: Japanese-language resource strings were updated to improve internationalization.
ENG-11047: Resolved an issue that could prevent Business Value results from displaying properly in the definition.
ENG-11059: Resolved a database issue with installations using Oracle as the back-end database, which could cause some Form imports to fail.
ENG-11063: The upgrade process for installations using an Oracle database for Process Director was updated to incorporate schema changes made by Oracle.
ENG-11208: Resolved an issue that could prevent the Convert to PDF Custom Task from properly converting files to TIFF images, when configured to do so.
ENG-11220: Resolved an Issue that could prevent the conversion from Word to Online Form Designer for Forms that use Embedded Section controls.
ENG-11224: Resolved an issue that could cause errors when running Custom Tasks against Form Fields that were encrypted with AES.
ENG-11336: Resolved a Word to OFD conversion issue that could result in too many Paragraph tags being inserted into the page.
ENG-11338: Improvements were made to the conversion tool for the Word to OFD Converter. Related Tickets: 10715, 10716, 10717, 10718,10719, 10744, 10846, 11066, 11079, 11204, 11220, 11253, 11266, 11293, 11306, 11307, 11308, 11309, 11310, 11311, 11332, 11333, 11334, 11335, 11336, 11138.
ENG-11544: Resolved an issue that could prevent existing views from being displayed on the SQL Views tab of a Form definition.
ENG-11545: Resolved an issue that could cause unwanted regeneration of the SQL view when changing field selections on the SQL Views tab of a Form Definition.
ENG-11562: Resolved an issue that could cause improper display of selections in User/Group picker controls. Related Issues: 11563.
ENG-11595: Resolved an issue that could cause an error message to appear when creating a Custom Task or Email Template.
ENG-11650: Resolved an issue with SQL where only 4000 characters of a view definition could be returned, due to the column being the nvarchar(4000) data type.
Enhancements
ENG-10250: The JQuery library used in the product was updated to v3.6.
ENG-10534: Encrypted fields were given security enhancements to implement AES encryption.
ENG-10535: Implemented security and performance improvements to the AES migration process for encrypted fields.
ENG-10697: A new feature enables administrators to search for Users based on any user attribute, including groups, on the Users page of the IT Admin area’s User Administration Section.
ENG-10821: A new feature, Log Alerting, enables administrators to implement automated monitoring and notifications for specified log events. Related tickets: 10822, 10823, 10696, 10862, 10863, 10864, 10865, 10866, 10867, 10868.
ENG-10847: Security enhancements to encryption and validation keys were added to the product.
ENG-10857: Upgrades to AES Encryption will require some additions to the upgrade process for Process Director v5.44.700 and higher. These additions have been added to the Installation and System Administrator guides. Related issues: 10847.
ENG-10946: A new feature has been added to Business Values to display up to 100 records when testing a Business Value against a SQL Server Datasource. This new feature will enable users to see a significant sample of the data returned when creating Business Values. Related Tickets: 11047
ENG-10947: A new feature was added to Business Value definitions to automatically add all fields returned from an external SQL Server Datasource as Properties of the Business Value. This feature eliminates the need to manually create the Business Value Properties for SQL data.
ENG-11025: Two new Custom Variables, AddSAMLGroups and AddSAMLGroupsIgnore, enable you to customize how SAML groups are imported and populated in Process Director on SAML login. Related issues: 11114, 11028, 11027.
ENG-11026: A new Custom Variable, MatchSAMLGroups, has been created to match user group assignments with those contained in the SAML assertions for the user. This feature extends the SAML group functionality created via ENG-11025.
ENG-11332: Resolved minor issues with the Word to OFD conversion process. Included tickets: 11333
ENG-11160: The process and UI for creating SQL Views for Form definitions have been improved with extended functionality. Related issues: 10875, 10884, 10950, 10951, 10952, 10953, 10954, 10957, 10958.
ENG-11543: Resolved an issue that could prevent a legacy SQL View from being dropped.
v5.44.602 (04 Mar 2022)
Bug Fixes
- ENG-10745: Resolved an issue that could cause controls to erroneously display outside of their container table cells.
- ENG-10749: Resolved an error that prevented some IT Admin pages from displaying properly.
v5.44.600 (16 Feb 2022)
Bug Fixes
- ENG-9886: Resolved an issue that could prevent configured HTTP Header/Value pairs from being included when copying REST Business Values.
- ENG-9958: Resolved an issue with the display of Responsive Layout controls.
- ENG-10022: Resolved an issue that could cause an import error when importing a Form that uses Form Fields as parameters in a condition that is configured on a Custom Task.
- ENG-9679: Resolved an issue that could prevent Word-based forms that use non-ASCII characters from being properly converted to Online Form Designer forms.
- ENG-9994: Resolved by ENG-9964.
- ENG-9989: Resolved an issue that could prevent System Variables used in KViews from being correctly displayed.
- ENG-9964: Resolved an issue that could prevent comments from being saved when using Collaborative Document Markup. Resolution fixes ENG-9994.
- ENG-9906: Development for ENG-9748.
- ENG-10299: Development for ENG-9913.
- ENG-10211: Resolved an issue that could prevent QR code images from being properly generated on some systems.
- ENG-10135: Resolved an issue that could prevent QR codes from displaying properly.
- ENG-10113: Resolved an issue that could prevent QR codes from being generated for anonymous users.
- ENG-10108: Resolved an issue that could cause prevent QR codes from being displayed due to a conflict with system configuration settings.
- ENG-9820: Resolved an issue that could prevent Process Timelines from correctly checking for duplicate task assignments.
- ENG-10043: Resolved issues with Responsive Layout controls.
- ENG-10027: Resolved an issue that could prevent vertical tabs from operating properly when viewed on mobile devices.
- ENG-9953: Resolved an issue that could prevent the folders pane of the Content List from updating properly.
- ENG-10262: Resolved an issue that could cause stream actions to fire more than once when invoked.
Enhancements
- ENG-10692: The Microsoft Rewrite and Advanced Request Routing modules for IIS must be installed on the server, as a prerequisite to the product’s installation, to implement important security enhancements. Do not install this version of Process Director unless the ARR v3.0 IIS package from Micrsosoft has been installed on the server.
- ENG-10171: A new Custom Task, Fill Fields from PDF, enables you to fill Form fields with the values contained in a PDF form attachment.
- ENG-9978: The Fill Fields from REST Custom Task was updated to enable the use of document attachments using Base64 encoding.
- ENG-9936: Resolved an issue that could prevent a chart that is displayed on a Form from being converted to PDF when using the Convert to PDF Custom Task.
- ENG-9922: Resolved by ENG-9978.
- ENG-9879: Development for ENG-9748.
- ENG-9878: Development for ENG-9748.
- ENG-9877: Development for ENG-9748.
- ENG-9876: Development for ENG-9748.
- ENG-9812: Development for ENG-9748.
- ENG-9786: Development for ENG-9748.
- ENG-9748: Knowledge Views now provide users with the ability to edit Form field values directly in the Grid display of a Knowledge View. Included ENG tickets for this new feature: 9786,9812, 9876, 9877, 9878, 9879, 9906.
- ENG-9834: Improvements were made to the export data syncing functions to ensure consistent column ordering.
- ENG-10124: Development for ENG-9913.
- ENG-10120: Development for ENG-9913.
- ENG-9915: Development for ENG-9913.
- ENG-9914: A new Custom Task, Create QR Code, has been added the Content Actions Custom Task group. This task enables the creation of QR code images for specified URI text.
- ENG-9913: A new system variable, {QR, text=”Text String”}, will produce an image of a QR code to display in a Form. Development tickets for this new feature include 9915, 10120, 10124, 10299.
- ENG-10268: Updated the SDK to enable auth type as an option for the CreateUser() function.
- ENG-10099: Resolved an issue that could prevent Form field order in existing Forms to change when Bootstrap is enabled.
- ENG-10179: A new Custom Variable, fEnableMultiLanguage, will, when set to ‘true’, enable dynamic value setting for Label controls, to implement multi-language functionality.
v5.44.309 (17 Nov 2021)
NOTE: Process Director version numbers will now include a Major Version, Minor Version, and Build Number, separated by decimal points. Previous releases were versioned only by the Major and Minor versions. To use this release as an example, the old version number would be v5.44, while the version number on the new system is v5.44.309. Adding the Build Number to the versioning will enable us to provide you with incremental updates to minor versions with less confusion.
Bug Fixes:
- ENG-7761: Resolved an issue that could prevent CSS styles from being properly applied to a Dropdown control.
- ENG-7915: Resolved an issue that could prevent form locking from properly locking out other users from a locked form.
- ENG-7921: Resolved an issue that could prevent Collaborative Document features from retaining deleted comments for auditing purposes. Related tickets: ENG-9026.
- ENG-9082: Resolved an issue that could cause icons to be rendered with incorrect sizes.
- ENG-9102: Resolved an issue that could prevent checking in new versions of a file in SharePoint.
- ENG-9170: Resolved an issue that could prevent the Calendar View of Knowledge Views from properly interpreting times from some time zones.
- ENG-9202: Corrected the URL link for the ADA logo on the login page.
- ENG-9227: Resolved an issue that could cause a form data cache to be corrupted when multiple processes attempt to update the cache.
- ENG-9238: Resolved an issue that could prevent Japanese characters from being properly converted from the Word Builder to Online Form Designer Forms.
- ENG-9239: Updated the load path for images when using Desktop-based profiles.
- ENG-9244: Resolved an issue that could prevent users from being imported from CSV files that did not have explicit column types defined in the header row.
- ENG-9314: Resolved an issue that could cause some load-balanced installations to omit control images.
- ENG-9398: Resolved an issue that could prevent the correct CSS styles from being implemented in the File Upload dialog box.
- ENG-9440: Resolved an issue that could prevent the display of Responsive Layout controls on the design page of a Form definition.
- ENG-9450: Resolved an issue that could prevent type-ahead dropdowns from searching non-English entries properly.
- ENG-9455: Resolved an issue that could cause CSS class designations to replicate multiple times for a Form control when rendered in the browser.
- ENG-9477: Resolved an issue that could prevent images from being correctly displayed for Load-Balanced installations.
- ENG-9478: Resolved an issue that could cause an error when using Friendly Names that incorporate special characters, e.g., apostrophes.
- ENG-9571: Resolved an issue that could cause checkboxes to disappear when the accessibility flag was set to true, and Torchbox CSS was in use.
- ENG-9588: Resolved an issue that could prevent some Help links in the product from displaying the appropriate documentation pages.
- ENG-9805: Resolved an issue for the Mobile Application Component that could prevent a user who was previously removed from the Mobile Server to be re-added.
- ENG-9868: Resolved an issue that could prevent Word documents from being converted to PDF format using the Convert to PDF Custom Task.
- ENG-9939: Resolved an issue that could prevent SQL View names from being properly generated when creating Views in the UI, e.g., Form SQL Views.
Enhancements:
- ENG-9020: A new component, the BP Logix Mobile Application, is now available for licensing. Related tickets: ENG-9338, ENG-9459, ENG-9518, ENG-9519, ENG-9606, ENG-9609, ENG-9616, ENG-9620, ENG-9653, ENG-9654, ENG-9656, ENG-9659, ENG-9756.
- ENG-9035: Security improvements were implemented in the Upload control.
- ENG-9195: Updated PDF conversion functionality to increase the reliability of PDF conversions.
- ENG-9365: Security improvements were implemented to verify the integrity of password handling.
- ENG-9367: As a security enhancement, HTTP Strict Transport Security was imposed to ensure that browsers only interact with Process Director via HTTPS.
- ENG-9413: A new Custom Task, Mobile Form Import, has been added to the Form Custom Tasks to import form instance data from the BP Logix Mobile Application.
- ENG-9437: The list of file types that are blacklisted in an Attach Objects control has been limited to prevent an excessively long list of blacklisted attachment types from being displayed to users.
- ENG-9316: Updated verbiage in the Properties dialog box for the Save Button control.
- ENG-9466: Converting \[SPACE] to \[UNDERSCORE] characters when downloading files from Process Director has been discontinued. This conversion was originally implemented to correct an issue with Internet Explorer and is no longer necessary.
- ENG-9476: Security enhancements to Secure Cookies for HTTPS Load-Balanced installations.
- ENG-9505: Improvements in security for Cross-Site Request Forgery on Load Balanced/Rendering Servers were implemented. Related tickets: ENG-9376.
- ENG-9531: A new Knowledge View feature, in-place editing, was added to the product to enable editing of form data directly from inside a Knowledge View. Related tickets: ENG-9532, ENG-9533, ENG-9534, ENG-9644, ENG-9750.
- ENG-9541: A new Custom Variable, sMobileWebServerURL, is available for users of the Mobile Application component.
- ENG-9553: Security enhancements to Cross-Site Request Forgery protection were implemented.
- ENG-9570: A new system variable, fIgnoreAccessibilityFlag, enables the Switch control to ignore accessibility settings for use in some cases.
- ENG-9631: Updated the IT Admin area to display the build version numbers for the Process Director version in the new, longer format, as described in the Note above.
v5.43(13 May 2021)
If you are upgrading from a version prior to v5.21: This is a significant upgrade, which includes changes to your database. Please note that after the installation completes, it may take up to several hours for the database upgrade to complete (based on the amount of form data and speed of your database). While this is occurring, the system will not be usable.
Bug Fixes:
- Resolved an issue that could cause .bmp files to be corrupted when downloaded. ENG-9027
- Added REST headers to the import/export feature for Business Values. ENG-9037
- Resolved an issue that could prevent a rich text box from receiving focus if accessibility is not enabled. ENG-9061
- Resolved an issue that could cause a radio button list control to display an unwanted border. ENG-9063
- CSS styling was updated to remove the border on tab headers when the tab is configured for accessibility and to render individual tabs with a gray background when accessibility is enabled. ENG-9070
- Resolved an issue with BLOB fields in Oracle that could prevent setting up task delegation for installations using Oracle databases as the primary data store. ENG-9084
- Resolved an issue that could cause listbox controls to display an unwanted outline around the control. ENG-9194
Enhancements:
- Resolved an issue that could prevent tabbing out of an Input control when the Rich Text editor was used. The default behavior of the Rich Text editor adds a tab in the text of the editor and does not tab away from the control when the TAB key is pressed. The fEnableAccessibility Custom Variable, when set to true, now overrides that behavior, so pressing the TAB key will tab out of the field. ENG-9002
- Changed a tabindex to ensure that the document upload button can receive focus. ENG-9004
- New properties, Command Key and Focus Key, were added to the Tab control, to enable users to determine the keystrokes that will set focus to the control, and enable the use of AccessKeys functionality. ENG-9005
- Modified CSS styles to use a consistent color for control borders in the product. ENG-9006
- Removed earlier CSS that caused the icons to be rendered in grayscale. The icons will now render with their true colors. ENG-9009
- The bpImport and bpEmailImport utilities now enable the use of encrypted passwords with the import commands. ENG-9053
- Augmented the Section and Embedded Section controls with the ARIA attribute role=”presentation” to alert screen readers that the HTML tables that make up a section are being used for layout. ENG-9003
v5.42(23 Feb 2021)
Bug Fixes:
- Fixed issue that prevented the Property dialog from opening T#8377
- Label controls will no longer support required/not required configurations, and thus will no longer inherit those configurations from parent container controls. T#8272
- Resolved an issue that could cause a login error when the system is both configured to expire passwords and the user selects the "Remember Me" option. T#8294
- Resolved an issue that could cause the system variable to automatically convert a string to a date when the string is a valid date format. Date conversion now requires the use of the "format=date" formatter on the system variable. T#8311
- Resolved an issue that could prevent a password from showing or hiding correctly based on system variable settings when resetting the password via the reset link. T#8279
- Resolved an issue that could prevent anonymous users from uploading document attachments to a Process. T#8254
- Resolved an issue that could prevent Dashboards within Workspaces from opening pages in other Portlets correctly. T#5584
- Resolved an issue that could prevent filling a field with the Display String of an Auto-complete Dropdown control on an event. T#8275
- Resolved an issue that could prevent PDF conversion of Forms that contain a Manage Process Users control. T#8255
- Resolved an issue that could prevent restoring a versioned object when the name of the root folder partition is different than the current partition. T#8314
- Resolved an issue that could prevent the clear entry button from correctly clearing the value from an autocomplete Dropdown control. T#8262
- Resolved an issue that could prevent the conversion of a Word Form to the Online Form Designer from working with Japanese characters. T#8257
- Resolved an issue that could prevent the system variables for "FIRST_VALUE", "PREV_VALUE" or "LAST_VALUE" from displaying the correct information form array columns, when using form field auditing. T#8316
- Resolved issue that prevented the Responsive Layout menu from being hidden when Bootstrap was not enabled. T#8335
- Targeting similar Widgets in Dashboard configuration now maintains the identity of the Widget to configure correctly. T#7228
- The SharePoint user ID and password fields in the data source definition will now be encrypted in the database. T#7775
- This will fix the order of users in the prediction path on a routing slip when the system is configured to hide the start dates of the users. T#8362
- When an administrator manually restarts a CT step/act that is in an error state, the process will wait until that CT completes before transitioning and starting the new step/act. T#8368
Enhancements:
- A new custom variable, fForceInviteEmail, will prevent the extra task assignment email from being sent to a user who is invited to a task using the "email invite" feature. T#8286
- A new Custom Variable, fUseNewLoginSessionGUID, will cause the users session GUID to be cleared any time a new login occurs. This setting will automatically log off a user who signs in using same user ID, even if that login is still active on the same computer in a different browser window. Relogging the user will clear all existing session data, including session variables, and will initiate a new session for the user. T#8317
- A new modifier for the ACTIVITY_DUE_DATE and TASK_DUE_DATE System Variables, usertask=1, will return only data for user task types. T#8326
- A new variable exists to prevent a disabled user from being renamed by appending the GUID. To turn this logic off set bp.Vars.fDisableUserRenameOnDisable=true; T#8375
- Added support for "In groups" to the Knowledge View filters when searching for Process Users (active or completed) T#8369
- Added support for a NOTIFY USERS sysvar that will display the users that will be notified in an activity, any type of notification (e.g. activity started, activity stopped, etc.). the sysvar syntax is (Unknown sysvar: (NOTIFY_USERS[:actname] [,format=])) T#8273
- Added support for the "In" operator when using the Running Activity Name system variable. T#8363
- Business Values that use REST data sources can now send configurable Name/Value pairs via HTTP Header to the REST service. T#8165
- Compliance and OAuth Data Sources now accept additional Name/Value pairs for connections that require additional information in the form of keys (names) and values. T#8058
- Modified panels to add minimize/maximize icons for panels that have a header. T#8280
- Resolved an issue that could clear a user's Session Objects when changing workspaces T#8276
- The display of Object Links for Business Rules and Business Values has been improved to display where the object is used in Form Controls T#8337
- The STEP_USERS_ACTIVE system variable now enables the use of the ShowDelegator/ShowDelegatee modifier. T#8325
- The system now enables the use of a longer OAuth Access Token/Refresh and Client Token/Secret value. T#8237
- When calling the build_form_cache.aspx page you can now pass a forminstid on the URL query string to have the form cache data updated for a single form instance, e.g. http://localhost/build_form_cache.aspx?forminstid=__FORMINSTID___ T#8244
Performance:
- Default Custom Variables settings for timer processing have been changed. The default Check for Advance was changed from 2 to 6 hours to reduce processing time. Additionally, the default for disabling Advanced User Prediction has been set to "true". This can be set to "false" if the more accurate user prediction is needed. The default was changed because the difference in accuracy may not be worth the additional system resource usage. T#8267
- New database indexes added for common Process Director functions. T#8269
Security:
- Enhanced security for user group assignments T#8041
Custom Tasks:
- Calendar Invite CT has been modified to handle all day events. T#8239
- Resolved an issue that could prevent the Fill Dropdown from Form Data Custom Task from mapping a Dropdown control's Value field correctly. T#8242
- The Fill Fields from SharePoint Custom Task will no longer show a superfluous error message for normal Cloud Users. T#8381
v5.39 (08 Oct 2020)
Bug Fixes:
- The logic for evaluating the Activity Result system variable was changed to skip activity instances that were marked as not needed. This can cause an issue for customers that used the system variable that on conditions to control looping when using the legacy Branch activity type, instead of the Looping conditions on a Parent activity type. A new Custom Variable, fNewSkipPendingLogic, will, when set to "false", disable the new logic. T#8215
- Resolved an issue that could prevent hidden checkboxes on a Form from setting the default value correctly. T#8197
- Updates to the IT Admin area's System Information page now shows "day pass user" counts for enabled users only. T#8203
- On Cloud installations, Managed User accounts will not adversely affect the number or identity of users displayed on the administrative user assignment screens. T#8205
- Resolved an issue that could prevent the proper icons from displaying on DateTime controls. T#8188
- A move away from using a javascript alert was made for technical reasons. This change was necessary though it prevents the Show Alert CT from showing a message when a form completes. At present there is no way to show a message when a form completes. T#7683
- Resolved an issue that could prevent hidden checkboxes on a Form from setting the default value correctly. T#8174
Enhancements:
- A new URL parameter, canceltext, can be used on a task list URL and that will display the configured text in an alert box when a user clicks on the Cancel button on the form. T#8204
- A new custom variable, fRemoveSavedInstForOldUsers, will, when set to "true", will remove all saved form instances for a user that is deleted or disabled. T#8224
- Added more verbose logging when an Active Directory synchronization does not disable a user because of the configuration settings. T#8225
- When an anonymous user is assigned a task via an email and they attach a document to a form, the document's "Create User" attribute will display the anonymous user's email address on the Show Attached Objects control. T#8173
- A new System Variable, , returns the optional Group Name property that is configured on a form definition. All instances of a Form definition inherit the Group Name. T#8200
- Process Director now enables the ability to create a new user as "disabled" and/or "daypass" while importing users via an Excel file. T#8196
- Added support for HTML 5 elements and accessibility roles T#7760
Security:
- Enhanced security for the administrative endpoints for Meta Data and Importing. These endpoints require a user with System Admin privileges to log in for access. T#8043
- Tightened security for user group assignments T#8041
- Security was enhanced for Process Director test pages. T#8037
Custom Tasks:
- Update the help link on the "Fill Dropdown from Form Data" Custom Task T#8240
- The Import Files From File System and Export Files to File System Custom Tasks have been updated to enforce the AllowedExportLocations Custom Variable setting. T#8235
v5.36(08/17/2020):
Bug Fixes:
- Handled Set Form Data entries with a Business Value that returns a single result correctly T#8142
- Resolved an issue that could prevent "Required" styling from being applied to the DatePicker control. T#8186
- Fix internal error messages when using Associated Controls in the form fields. T#8169
- Fixed an error when using a Label that is associated with an array column. When displaying a header label on a column use the \\{{ArrayColumn, Text=HDR_TEXT} system variable. T#8190
- In the audit logs and log viewer ensure that names are displayed with the internal IDs. T#8183
- Fix the ACTIVITY_USERS_COMPLETE system variable to support a format of a count and a result filter at the same time, e.g. 0 T#8161
- Fix bug with XLS import into a database table when using Oracle. T#8181
- Improvements were made to the Word conversion to the Online Form Designer for attachment controls. T#8152
Enhancements:
- When a SAML login occurs and it updates an existing user record, do not let it clear the email address just because the attribute is not filled in. T#8180
- When running a form in test mode, the control name and group name of a show attach control will appear in the tooltip of the actions on an attached document (e.g. View, Download, Edit, etc.). T#8191
- New Knowledge View filters enable users to find documents that are checked out, and display when the checkout was performed and by whom. T#8187
- A new SDK call in CurrentProject is added allowing the Owner Shared Delegate to be changed on a running activity instance. The SDK call is: SetInstanceOwnerDelegate(string pActivityName, string pNewOwnerUIDs) T#8177
Custom Tasks:
- The "Convert to PDF" Custom Task now sets the name of files correctly when converting to TIFF. T#8096
- The "Fill Fields from REST" Custom Task has been updated to add the Web Service method to use to call the REST web service. Additional options have also been added for Saving the REST response as an attachment, and for various methods of using the REST response as Form Data. T#8018
- The "PDF Annotation Merge" Custom Task has been updated to allow flattening annotations and/or comments as an option for the merge. Options have been added that enable comments and/or annotations to either be flattened, set to read-only, or neither (the default). Flattening will hide the annotation or comment and will render them not visible in the output PDF. Setting annotations and/or comments to read-only leaves them visible but un-editable. T#8195
v5.35(07/13/2020):
Bug Fixes:
- The Attach control now checks for Blacklisted extensions by exact match, rather than a partial match. T#8105
- Stream Action definitions will now run on a schedule when using the scheduled activity_check. T#8138
- Updates to bootstrap integration to better ensure elements are inserted within proper containers. T#8136
- New users added via the CSV import will now support the DayPass flag in the CSV file. T#8149
- Update to apply "required" styling to all control on the Input Controls drop-down when the controls are in a required section. T#8151
- Fix for reminder email links when multiple anonymous users are assigned to a single activity. T#8129
Enhancements:
- The ACTIVITY_RESULT system variable will now skip activity instances that were marked as "Not Needed" and return the result of the last executed instance. T#8133
- New URL parms can be used on a form to control what happens after a save and close button is pressed. They are similar to the complete page parms, They are: &saveformpage=URL&saveformtext=text&saveformpageprompt=[0|""] T#8103
- The system now allows a user to put their browser into debug mode if they have "System Troubleshooting Admin?" permission, previously they required system admin permissions. T#8123
- Knowledge View columns will now display anonymous users when using system variables like 'Active Task Users' or 'Running Activity Users' or 'Active Users' . T#8116
- When assigning an external user email address to a notification the system will no longer try to convert it to a Process Director user. T#8115
- The Attach control using either the MFT or Drag-and-Drop features now checks the Blacklisted and Allowed File Extensions case-insensitively. T#8098
v5.34(06/30/2020):
Bug Fixes:
- Fix the user import CT functionality to allow groups to be created and users to be removed from groups T#8072
- Resolved an issue that could cause conflicts between normal and responsive Tab Content controls, and could prevent tabs from being configured properly. T#8065
- Resolved an issue that could force "Required" styling to be applied to Label controls when the Labels are contained in a section that is marked as required. T#6359
- Resolved an issue that could produce an error when uploading TXT files into the content list, using file-backed document storage. T#8033
- Resolved an issue issue that could cause faulty positioning when using an ARRAY_COLUMN in responsive arrays. T#8045
- Charts/Reports can now use data from kview columns that are set as display type=Reports T#8022
- Fix the import of a BV when it has a property that is pointing to a form field T#8106
- Fixed issue with ForceSecureCookies2 and custom error logic. T#8090
- The ACTIVITY_USERS and ACTIVITY_USERS_COMPLETE system variables will now return anonymous users, showing their email address. T#8052
- Task assignment now checks for duplicate e-mail addresses correctly. T#8069
- Resolved an issue that could prevent a Set Form Data entry from setting the data type for Date/Time values on a Form correctly. T#8029
- Resolved an issue that could case restarting a Process Task to lose the values for a Subtask. T#8066
- Modification to set the left border color to red if a type-ahead control is marked as required. T#8055
- Wildcards and lists of group name can now be used to specify groups for system variables that return the number of attachments. T#8063
- Resolved an issue that could cause Dropdowns that use the AutoComplete feature with a Business Value to fire their server calls incorrectly. T#8061
- Resolved an issue that could prevent correctly restarting Tasks with Anonymous Users. T#8028
- Fix the import/export when using decimal values on a set form data settings. T#8091
- When the fEnableScriptXSS security setting is used the system will HTML encode all messages. The system will now replace <BR> in Process Director messages with spaces or dashes when this flag is enabled to avoid seeing <br> in the message displayed to the user. T#8011
- Resolved an issue that could prevent deep links in a Process Director installation from working properly when a login is first required. T#7976
- Resolved an issue that could cause setting the SystemVariableContext.Form property to overwrite existing values in the ProcessTask property. T#8010
- A new System Variable, DATEDIFF_SYSVAR, is used for email templates only, to return the difference between two datetimes. It has the same parameters as the DATEDIFF System Variable used in Forms. T#8012
Enhancements:
- "Accelerators" have been renamed to "Templates". Existing users that have an [Accelerator Library] folder should rename that to [Template Library] T#8048
- New APIs to resend emails to a specific user in a task or all activity users in a running steps/activity. ProcessTaskUser.ResendEmailForUserTask(string UIDAdmin, string Comments)ProcessTask,ResendTaskEmails(string UIDAdmin, string Comments) T#8047
- The product will now include document attachment adds/removes in the form audit data. T#8020
- The parameter format="display" can now be used on a user System Variable to return the display name of the user. T#8021
- The default settings for the fFormSkipDisableFieldsSave and fFormSkipHiddenFieldsSave custom variables have been set to "true" for Cloud installations as an additional security measure. If any implementations are using client side JavaScript to manipulate disabled or hidden form fields, these variables will need to be set to "false" in the vars file. T#8023
- Changed the default behavior of the ResponsiveTypes custom variable to use responsive mode on all viewports. To revert back to the prior behavior, set the ResponsiveType custom variable to "ResponsiveTypes.None". T#8060
- When forms are converted to a PDF, any Download links for the ShowAttach control will download the version of the document from which the PDF was created. T#8034
- A New Custom Variable, fHideLabelsFromConditions, hides certain controls (Comment Log, Buttons, Button Area, Embedded Sections, Routing Slip, Labels) by default from the Condition Builder. T#8007
Security:
- The default the SSL cipher used for OUTGOING web requests will use TLS 1.2 instead of 1.0 and 1.1. This can be changed back by setting this in the vars:System.Net.ServicePointManager.SecurityProtocol = System.Net.SecurityProtocolType.Ssl3 | System.Net.SecurityProtocolType.Tls; T#8053
Accessability:
- Resolved an issue with the ArrayColumn control's display with non-responsive forms. T#7952
v5.32(04/15/2020):
Bug Fixes:
- Give an error message to the user if the kview is using multiple TASK USER filters. The TASK USER system variables can only be used once in a kview filter. T#7968
- During an import, Business Values and Rules will look for the object using the absolute path if it cannot be found in the relative path. This is similar to how datasources, dropdowns and CTs work. T#7999
- Resolved an issue that, when timeline processing in a very small timing window, could cause a timeline instance to stall. T#7974
- Resolved an issue that could prevent the conversion of a legacy Word form to an Online Form Designer form, if the form uses a "%" in a text label. T#7980
- Resolved an issue that could cause a completed process timeline to display an error when going into the administrative interface and using the PARENT_ITERATED / PARENT_RESTARTED conditions or system variables. T#7967
- Fixed issue when using the type ahead picker for user pickers which would cause database pools to be consumed. T#7836
- Changed technique for satisfying the accessibility requirement for an input having an associated label. T#7991
Enhancements:
- A Knowledge View that uses folder navigation to limit the results can now be used as the data source for a Business Value to return all data, and ignore the folder navigation filter. T#7957
- When using a form field picker on a condition builder or kview column, it will now filter out controls that do not have a value (e.g. labels, embedded sections, etc.). T#7994
- The temporary folder for uploaded files will now use CV.DocumentDBPath if the CV.UploadTempPath is not filled in. T#7975
- The TASK_USER_ALL Knowledge View filter now accepts a group or list of users on the right side of the condition, and enables the use of the "IN" operator. T#7951
- Added support to allow the ACTIVITY_RUNNING_NAME sysvar to only return running child activitys, e.g. T#7979
- A new Debug Mode option for Form definitions will appear next to form fields that are setting meta data attributes. This new option will enable the system to update the category and attribute data on all old form instances using the form data on the instance. T#7970
- Business Values using REST and the Fill Fields from REST Custom Task now support XPath queries on raw JSON array data T#7955
- Objects can now be attached to a completed process. Previously validation prevented an object (document/form) from being added to a completed process. T#7987
v5.31(03/25/2020):
Bug Fixes:
- A new control option on the troubleshooting page will put the system into a "Quiesce Mode". This enables an implementer to do things like import large XML files without the system attempting to run the processes during the import. When in this mode, forms cannot be saved or opened, workflows will not advance, and timers will not be processed. The administrator must take the system out of Quiesce mode when they are doing performing whatever import or function they are doing where they want the system to stop processing requests. T#7827
- Added IE-specific styling to prevent the "Ok" button from being rendered off-page. T#7947
- Added support for a new kview filter for task sharing called "Task Users (Any)". This will allow any user to be entered in the filter and if task sharing is allowed and there are tasks, they will appear. T#7770
- Additional logic was implemented to improve the function that determines if new activities added to a timeline should be started or marked as "not required". T#7718
- Dropdown Controls that use the TypeAhead feature with a Business Value will now invoke dynamic evaluation of that Business Value if one of the parameters matches the configured Event Control T#7916
- PDF Conversion and printing now display all Tabs instead of only the selected Tab T#7939
- Resolved an issue that could prevent anonymous users, upon form submission, from automatically seeing the next task when it is assigned to them, and has been otherwise properly configured. T#7871
- Resolved an issue that could prevent the predictive routing slip from working with Timelines that iterate. T#7715
- Resolved an issue that could prevent the timeline from advancing when using the predicted path in the routing slip. T#7822
- Resolved an issue that could prevent the User Import Custom task from correctly creating new groups on import. T#7834
- Resolved an issue that could provide an incorrect result evaluation for a task that a user completes via email, when using TASK_RESULT in a Set Form Data conditional. T#7885
- SSH File Transfer (SFTP) Data Sources no longer include the current directory (".") or parent directory ("..") on traversal. T#7890
- Support for Anonymous User Tasks with Collaborative Document Markups, and Collaborative Document Editing T#7781
- The "Starts With" operator has been added to conditions using a form field. T#7830
- The Dashboard now saves data for the Global KView Widget correctly. T#7878
- The Show Children checkbox on a routing slip now works as expected on a form definition. T#7739
- The system will now hide the properties icon on the folder when using folder navigation in a kview and the kview settings are configured to no show the properties icon on objects. T#7844
- This is a breaking change introduced by SweetAlert Code that calls swal("") will have to be changed to swal.fire(""). T#7949
- We now properly encode the page title for Form Instances. T#7896
- When a user is logged off, the product will now disable the Collaborative Document Markup and Collaborative Document Authoring functions from being launched from a form that is still open. T#7932
- When using the CSV to import users it will now allow a custom string value to contain leading 0's without converting it into a number. For example, if the custom string or other attribute is 000331, it will store that string the attribute value instead of 331. T#7912
Performance:
- Performance enhancements were implemented for using the 'show predicted' option on the routing slip. T#7719
Accessibility:
- The default DOCTYPE for Process Director pages has been changed to HTML5. T#7851
Enhancements:
- A form.aspx URL that uses &findtask=1 can now also use &linkprid= or &linkwfid= to give an additional hint on the process instance to use when opening the form. T#7818
- A new custom variable, FileExtensionsUseCDMForEdit, enables you to specify which file extensions should use the Collaborative Document Markup (CDM )feature when using the EDIT link. This feature will enable you to use the Collaborative Document Markup tool for editing specific document types, while retaining the Collaborative Document Authoring (CDA) feature for editing all other document types. Another custom variable, FileExtensionsUseCheckOutForEdit, also contains a comma separated list of extensions for which to force the default check-out and edit functionality, rather than the CDA/CDM features. T#7746
- A new feature, Starter Templates, enables you to use pre-configured application templates to create new applications, with all of the formatting and configuration options replicated in the new application. T#7810
- A new System Variable, TASK_USER_EMAIL, will return the email address of the current task list user. This is useful for anonymous user tasks and displaying information in a Knowledge View column. T#7748
- A new var setting will now remove the "download" link from a form that has attachments it is showing that is converted to a PDF. To remove the download link from the PDF for the attachments being shown add this to your custom vars file: bp.Vars.fDisableDownloadOnPDF = true; T#7935
- A new vars flag exists that will hide the predicted start/end dates from the routing slip. bp.Vars.fShowPredictedDates = false; T#7734
- A special system variable for the Transform to Word Custom Task, DOC_TEMPLATE_NAME, returns the name of the Word document template that is being used for the transformation. T#7829
- Add support to the ShowAttach to identify attachment group names that should not be displayed. This is done using !groupname in the list of group names. T#7893
- Added support for "DOES NOT CONTAIN" on an object description in the kview filter T#7940
- Added support for format=count and separator= on form field system variables for user pickers, text boxes, and dropdowns. T#7724
- Added the "Convert Number to Text" Custom Task to support converting an Integer to its written representation T#7917
- Created a custom task (PDF Annotation Merge) that merges a document with its annotations and attaches the merged document to a form or process as a PDF file. T#7570
- Enable the default value in a user picker form field to specify a user id, instead of requiring a UID. T#7863
- IIS in Windows 2008 R2 and higher requires a path to be configured to the mail pickup directory when using the local SMTP server to send email. This is set using the sPickupDirectoryLocation custom variable. Process Director now defaults this pickup directory to the Windows default of C:\Inetpub\mailroot\Pickup\ so it only needs to be set when it is in a different location. Additionally, the setting of this variable will no longer force emails to use the local SMTP server when an SMTP Host is specified in the installation settings. T#7913
- New script APIs for adding/removing a user from the list of shared delegates were added. T#7835
- Support the PROGRESS ODBC data source in Process Director. This allows Process Director on the cloud to access an on-premise database through the use of the Progress SQL Gateway product. T#7753
- The administrative CSV/XLS user upload spreadsheet may contain an optional column, DeleteUser, that, when set to "DELETE" on a user row, will delete the user from the system, BP Logix strongly recommends that you disable, rather than delete, users to retain the user's activity history, but this is an available spreadsheet option, if needed. T#7769
- The default STRING column type used when importing an XLS/CSV file is now NVARCHAR(max) for SQL Server. The built-in data type of BP_STRING will also default to this new value. Previously the default string data type was VARCHAR(512). T#7732
- The nImportLogDays Custom Variable was deprecated. New custom variables were added and the defaults changed to better control which database logs should be deleted. The new Custom Variables are:nImportLogGoalDaysnImportLogSyncDaysnImportLogKVRunDaysnImportLogMLPublishDaysnImportLogSArunDaysnImportLogImportDays T#7351
- The OBJ_NAME system variable now supports a new optional modifier, ID, that accepts the Object ID of a content list object to return the Name of the specified object. T#7807
- The SFTP private key in the datasource object has been masked. T#7556
- When importing a CSV with numbers and strings in a column they system previously would look at the first row to determine the type, it will not handle when the first row contains a number and subsequent rows contain character strings. This requires that the database being imported into has a table with the column defined as a string T#7941
v5.27(11/08/2019):
Bug Fixes:
- When setting icons for Milestones, the Icon Chooser will now default to the Built-In Icons tab, and not the legacy Older Built-In Icons icons tab. Legacy icons are not supported for use with milestones. T#7681
Enhancements:
- System variables can now be used in the XML Properties of Business Values. This enables users to build parameterized filter expressions that can be used to filter the JSONPath/XPath results. T#7593
- Additional security improvements were added to the product. T#7711
- Security improvements were added to the product. T#7708
- E-mail Address validation now enables the use of address strings with a Display Name component (e.g. "Test User <test@example.com>"). T#7706
- Better logging was added to increase the available log information about SQL executions by Business Values. T#7709
v5.26(10/28/2019):
Bug Fixes:
- Resolved an issue that could cause an error in the Add JavaScript Custom task when the JavaScript code ends in a comment. T#7638
- A new Custom Variable, UploadTempPath, provides the ability to configure the location of a temporary folder for uploading large documents when using the MFT function with the AttachObjects control. T#7622
- Resolved an issue that could prevent proper time zone conversion when issue using System Variables to populate the current time in form fields. T#7684
- Enabled editing of Excel and Powerpoint documents in Collaborative Document Authoring when a ShowAttach control is configured for Track Changes T#7590
- Resolved an issue that could prevent the "bpProcessTask" and "bpProcessTaskUser SQL views from displaying the RESULT correctly for Timeline Activities. T#7632
- Resolved an issue that could prevent the Journal Control from accepting entries containing the "%" and "x" characters. The data entry text box has been made resizable, but only within the parent container, which has specific dimensions. T#7642
- When a form control is of type "email", trim leading and trailing spaces from the value. T#7607
- Dropdown Controls which use the AutoComplete feature now maintain their position correctly after clearing the selection. T#7594
- Resolved an issue that could cause Emails sent with the API to return the wrong result code, i.e., to indicate if the email was sent correctly. T#7666
- The default text field on some controls was set to 'Text'. It now defaults to empty, to enable the use of null text with icons/images. This includes the array up/down buttons, the button control, the cancel process and audit buttons. T#7578
- Resolved an issue that could prevent exporting a large number of users when exporting groups. T#7580
- When a REST BV is configured to use credentials, it will no longer make a REST call per property. T#7631
- Resolved an issue that could prevent the date formatting options (e.g. Days=3 to add 3 days) from working properly for the PROCESS_TASK_START_DATE and TASK_ASSIGN_DATE system variables. T#7576
Enhancements:
- When uploading file attachments, Process Director now shows the allowed and/or blacklisted file types when allowable file type extensions are specified. Near the bottom of the Attach Control configuration, there is a text box for entering the text that will be displayed for allowed file types in lieu of the extensions. Also, for blacklisted file types there is a new var called bp.Vars.FileUploadBlacklistAlternateText that performs the same function. T#7614
- A new web service call, wsUser.CreateUserInGroup, will both create a User and then add the new User to a specified Group. T#7630
- The Group Name property of the ShowAttach control will accept a percent sign (%) as a wildcard character to match a partial Group Name. For example, if you have two groups named "Final Drafts" and Final Documents", setting the Group Name to "Final%" will return attachments in both groups. T#7644
- A new Custom Variable, MaxUploadSize, enables you to set the maximum file size for uploaded attachments. T#7696
- Enhanced the delegation function to permit a delegate to be assigned a task on behalf of a disabled user. T#7624
- A new "Completed When" condition has been added to the user activity type in Process Timelines. It is "All Users Complete or Result Condition Met". When selected, this option will enable the activity to require all users to complete or wait for any result condition to be met. This overrides the normal behavior and forces the activity to be completed immediately when the specified result condition is met. Additionally, this change now supports a complete condition on a user activity, which will cancel the activity regardless of other settings if the condition is met. Previously that was not being used, but it is now. This means that if a customer has a complete when condition specified, it will now start obeying that condition and may complete the activity prematurely. Customers should ensure they are not using the complete when condition, or if they are, that it will now be doing what they intended. T#7620
- When a save and close is performed on a form, do not call the optional COMPLETEPAGE parm that is on the form URL. T#7604
- A new System Variable, CURRENT_TAB, returns the name of the currently displayed tab in a specified TabStrip control. T#7605
- A new custom variable, fUnlockAcctOnPasswordReset, enables the system to automatically unlock a user account when the user performs a password reset. T#7633
- A new property of the Online Form Designer's Attachment control accepts a comma-separated list of allowed file extensions (e.g. docx,xlxs,pdf), so that only files with the specified extensions can be uploaded. Additionally, a new Custom Variable FileUploadBlacklist, accepts a comma-separated list of extensions to create a blacklist that will reject all file uploads of the enumerated file types. Added Allowed and Blacklisted support to MFT and Drag and Drop. T#6525
- A new system variable, FORM_INSTANCE_VERSION, returns the version number of the current form instance. T#7698
- When a task is shared, tooltips and properties in a running process timeline instance now display the task sharing information. T#7585
- The Validate Form Custom Task now enables limiting validation to a parent container control (e.g. Section, Tab, etc.) of a Form. Upgrading to this version of the Custom Task also requires a product upgrade. T#7584
- The Drilldown Target property for a Chart object can contain system variables if a custom URL is selected as the drilldown target. T#7691
- Business values that use form instances as a datasource will not return cancelled or in-progress, unsubmitted form instances. T#7697
- Allow system variables (e.g. BV input parms) to be used on the SQL query and the DB column property names in a BV. T#7679
- Sub task names are now supported when assigning users to a task using an array with a userID string field instead of a user picker. T#7676
- When using the dynamic shared delegation, the system will now filter out users that are not part of the optional timeline configured in the Knowledge View configuration properties. T#7628
- Task-based filters can now be used when using a shared delegation user task list with either authenticated or unauthenticated users. T#7672
- Unauthenticated users can now be included in the dynamic shared delegation function. This enables tasks assigned to anonymous users to appear in the task user dropdown of the Knowledge View filter when the current user is the shared delegate owner in that activity. T#7662
- A form System Variable for a TabStrip control and the CURR_TAB system variable will now support a format=name parameter that will return the text name of the active tab, instead of the tab ID. T#7657
- The timeline setting, "After a user submits a form which runs this process", that automatically open the user's next task has been extended to unauthenticated users, even when tasks are assigned to multiple unauthenticated users. T#7663
- If a delegation is referred from a disabled user, an annotation will be added to the routing slip. T#7637
- Embedded sections on a form will now be identified differently than regular sections in the in the form field properties. T#7613
v5.25(09/19/2019):
Bug Fixes:
- Form fields set to the "password" or "concealed" data types will display values with the text "****" when the field is displayed on a knowledge view, in the audit viewer, or when displayed as disabled text on a form. T#7522
- Fixed a problem introduced in v5.24 with some email templates. In v5.24 special characters were being stripped to ensure proper delivery to all email clients, but this could cause a problem with certain email templates that may cause some words to be joined and the space removed. T#7564
- Resolved an issue that could prevent calculated array columns from being used in conditions. T#7526
Enhancements:
- Business Values that use JSONPath to target data from a REST call now support expressions that return a JSON node. T#7559
- A new capability exists that enables a user to unsubscribe from emails for specific processes and task assignments. To allow a user to add email unsubscribes, add this new system variable to the email template, EMAIL_UNSUBSCRIBE_URL. This will add a link to the unsubscribe page that lets the user unsubscribe from the process definition, this process instance, the activity/step in any instance of this process type, or only this specific activity/step in this specific instance. T#7487
- A Business Value that makes a REST call can now authenticate with the REST service by selecting a Compliance data source that contains the appropriate credentials. Also, when testing the Business Value making a REST call, the REST results will be displayed on the screen. T#7208
- Process Director now exports its Import files in the compressed PDZ format by default, but provides the option to export in the legacy XML format as well. T#7554
- If a Button Area control has no Submit Text property configured, the control will fall back to the OK Text property. T#7571
- The user/group import on the IT administration can now accept CSV files, not just XLS/XLSX files. Two new Custom Tasks, Import Users and Provision Users, enable users to be directly imported, created, or updated via Form/Process. T#7518
- Add descriptions to each of the selected types in a datasource object. T#7535
- The Button Area control has an added set of properties to configure a Submit Button on the OK tab. For new form instances, the OK Button will now be presented as a configurable Submit button by default. This will affect the operation of existing forms, requiring the appropriate Submit Text property to be configured to display the desired button text. T#6840
- The Log Viewer in the Troubleshooting area of the IT Admin section will now show all lines for a matching log entry instead of just the first line. T#7553
- A new Custom Variable, fEnableKViewFilterOnSavedForLater, will enable saved form instances to be filtered in a Task List Knowledge View.. T#7565
- Special email notification types (e.g. reminders) are now available in all Timeline Activity types, instead of being available only for User Activities. T#7551
- Entries will now be added to email.log file for emails that are skipped. This includes when they are skipped because of errors, system configuration, a user disabled them, no email address, the user unsubscribed, etc. As part of the change, the format of the email.log CSV file changed, so if any customers are programmatically parsing the CSV file, they need to update their column headers. T#7555
- In the Advanced tab of a User Timeline Activity, a new property enables you to specify a system variable that can return users who will be given shared task permission for that specific activity. This enables dynamic task sharing per each Timeline Activity, as opposed to the normal task sharing, which is set universally. T#7449
- A Knowledge View definition now supports the ability to specify a file name and Windows folder path name when downloading the results to a CSV or an XLS file. T#7477
Performance:
- Performance improvements for the configuration page of Business Values now enable Business Values with a large number of properties to process more efficiently. T#7557
v5.24(08/12/2019):
Bug Fixes:
- Convert doc to PDF has a problem with scaling. T#7483
- If an activity type changes from a CT to some other activity type, we now remove the CT form instance that was configured for that activity. T#7462
- Resolved an issue that could prevent the Routing Slip from hiding unneeded users in an activity that was completed by a condition. NOTE: If the fShowResultOnNotNeeded var is set to True, it will always show not needed users if the result is set. T#7493
- Resolved an issue that could prevent a Business Rule that returns "no value" from being evaluated properly in a condition. T#7508
- The condition will now be imported on a BV with a condition on the form instance data. T#7464
- Emails that are sent after a task is due will now set the email type appropriately, "past due", so conditionals will work. T#7436
- A new Custom Variable, fListenToEmailSetting, when set to true, will force the activity/step to use the "participants when activity starts" checkbox to determine if an email should be sent. Previously an email was unconditionally sent when a user was added/reassigned in a running step/activity by an administrator. T#7441
Enhancements:
- A new Custom Variable, ForgotPasswordRedirectURL, enables you to set a custom URL to which the user will be referred when the "I forgot my password" link is selected. T#7481
- Resolved an issue that could prevent the CurrentProject.StartTask(act) API from obeying the 'Start When' conditions on task start. T#7504
- Changed the display of external user and sysvar notifications of users differently in the builder, so that they no longer reset to the same value when selected. T#7475
- The Object Links tab now shows the activity/step name for a Custom Task, instead of the Timeline Definition's name. T#7458
Performance:
- Additional generic database indexes that are applicable to all installations were created. T#7472
License:
- A Process Director license change has occurred. Customers already using CTs for Salesforce, OData, or MS Dynamics should contact customer support.
v5.23(07/22/2019):
Bug Fixes:
- Resolved an issue that could prevent Set Form Data settings from being saved. T#7435
- Resolved an issue that could prevent the use of the 0 and system variables in the column of a Knowledge View from returning the expected data. T#7433
- When creating a new form definition from a "form definition" chooser popup, the system will now default to using the HTML form builder. T#7447
- UserPicker and AutoComplete results now display the headers only at the top of the list. T#7451
- A new Custom Variable, fDisableKViewAppCaches, when set to "true", will disable application level caching in the Knowledge Views when using a Load Balanced system. T#7422
- Resolved an issue that could prevent the CKEditor from operating properly in Knowledge View definitions when Process Director is run using an IIS application. T#7439
- Resolved an issue for multi-line event text fields that could prevent the field from losing focus. T#6932
- Resolved an issue that could cause a form to hang when attempting to make a hidden Signature control visible while the fFormSkipHiddenFieldsSave Custom Variable is set to True. T#7344
- Resolved an issue that could prevent saving forms with a large amount of data in a single form field. T#7448
- A new configuration option exists that will force an email to be sent when a user is added to a running step/activity by an administrator. Set this in the custom vars to enable: bp.Vars.fSendEmailOnWfAdmin = true; T#7441
Enhancements:
- The Form Instance tab of the Business Value definition now has a Test Form Conditions button, which, when pressed, will display the number of form instances that match the configured condition. T#7428
- A new debug option exists on the troubleshooting page that enables all tasks in an ERROR start to be restarted given a PROCESS DEFINITION ID. This is only available in browser Debug mode. T#7405
- A new Case Custom Task, Copy Case, will duplicate a case instance, and optionally duplicate all Forms and all form/process attachments. T#7200
- A new Group Administration option enables the import/export of groups via Excel file. Groups can be exported on their own, or with users. If users are included in the export, then theuser export is used to create the file. As such, importing a group export that includes users will be done through the user import. T#6950
- Process Director now includes parent activity conditions in the predictive routing system. Additionally, the system will use live form data for a form's predicted routing slip when determining what activities will be needed, and what users will be assigned. T#7426
- Added support for the decompression of ZIP Archives (Unzip) in the Item Actions Custom Task. T#7415
- Improved the handling of duplicate columns when a Knowledge View exports data to Excel. T#7408
v5.22(06/14/2019):
Bug Fixes:
- Removed the VARIABLE system var from the left side conditions on a Knowledge View filter. The left side condition must be a value of a content list object being searched for, T#7359
- Fixed issue with a Switch Checkbox using the Text property T#7389
- You can now use validation rules on the form to see if a signature control is empty. T#7377
- Allow the change made in t#6651 to be configurable in the vars. Customers that want the behavior added in t#6631 should set the bp.Vars.fShowResultOnNotNeeded = true; in the custom vars file. T#7390
- Fixed an issue with an AD sync. If syncing users without ANY properties, an exception can occur. T#7395
- Maintain the order of the participants listed in an activity or step. The activity now supports moving the order of the participants as well as maintaining the order. T#7353
- Fixed setting login background image. T#7364
- Resolved an issue that could prevent the various import/execution history displays from accurately representing what took place during the import/execution. T#7124
- Resolved an issue that could prevent the proper syncing of encrypted form fields. T#7367
Enhancements:
- The manage process users control on an eform can now limit the users displayed in the pick list to those in a specific group. This filtering is configured on the Manage Users control on the form. It can be specified as a group name or a system variable that results in a group name. T#6301
- Added 'Test" option on Show Alert CT. T#7386
- The Process.StartTask() SDK call can be invoked for both Workflows and Process Timelines. T#7373
- Replaced the textarea with CKEditor. HTML can now be added via the CKEditor user interface instead of typing HTML into the textarea. T#6871
- Errors when saving Data Source Content Objects will now display correctly. T#7383
- A new Knowledge View Property, URL to Call When Complete, enables you to serialize Knowledge View URL calls. Once the KView is completed successfully, the KView URL specified in this property will be called automatically. Multiple KViews can be chained via this method. Additionally, you can use this property to call the URL for a Process to run after the KView completes. T#7370
- When running a kview on the results of a kview, it now supports running against another process. This will copy all the attachments from the process returned in the kview row to the process being started by the kview. T#7378
- When starting a process from a Knowledge View against returned form instances, the system will copy all attachment references from the original process associated with the form instance to the process instance that is being started by the Knowledge View. This enables Custom Tasks like Convert to PDF and Export Items to work with the original documents/form instances that are in the original process. A new custom variable, fCopyRefsFromRealProcessToKViewProcess, can disable this default behavior. T#7361
v5.21(05/20/2019):
Bug Fixes:
- Password Reminder emails are now logged to the email.log audit file. T#7339
- Fix for recurring activities that have no wait conditions. This allows a single notify task to be configured as a recurring activity. T#7338
- Resolved an issue in Oracle-based databases that, when using the "contains" operator in KVews with data in form fields greater than 4K in size, could prevent returning the correct results. T#7331
- When using the Knowledge View filter for "all process users" the results will now include the initiator of the process, if available. This change affects workflow, timeline, and process system variables. T#7278
- Change the default data source type displayed when on a managed server to "Compliance". T#7309
- When clicking on the small properties icon on a popup object selector, the object properties will now open in a new window instead of replacing the existing window. T#6449
- Set data correctly when setting a User Picker Control to a text value with a Set Form Data entry. T#7355
- Resolved an issue that could create unnecessary error log entries on predict calculations. T#7323
- Resolved an issue with the VIEW option on the form after using the "Make PDF Rendition" CT on an attached document. T#7334
- Fix for recurring activities that have no wait conditions. This allows a single notify task to be configured as a recurring activity. T#7338
- Resolved an issue in Oracle-based databases that, when using the "contains" operator in KVews with data in form fields greater than 4K in size, could prevent returning the correct results. T#7331
- Password Reminder emails are now logged to the email.log audit file. T#7339
- Resolved an issue with the VIEW option on the form after using the "Make PDF Rendition" CT on an attached document. T#7334
- Set data correctly when setting a User Picker Control to a text value with a Set Form Data entry. T#7355
Enhancements:
- A new Knowledge View feature enables the results to be exported to a database table. T#7295
- Add additional predicted data to the running timeline instance. This includes the users that will be assigned based on the current state and if the activity will be run or not, also based on the current state. T#7281
- Process Tasks can now assign participants by External ID in addition to UID and UserID. T#7316
- When applying a VERSION of an object, if it references another object that it cannot find by name, try the original GUID. T#7311
- Improvements in KView performance when using the Contains operator in a filter. T#7322
- A sub-workflow will use the initiator of the PARENT process as it's initiator. T#2265
- Centered the filter textbox to make it obvious that it applies to both lists. Also added a total at the bottom of each list. The total shown will be irrespective of any filter. T#7302
- A new vars option allows a URL to be configured that will redirect the user to this page after a password reset. The var is named PasswordResetRedirectURL. T#7342
- Enhancements to the predicted path in the process routing slip. T#7283
- The AD/LDAP sync profile has a new option that will create/sync users as Day Pass users. This should only be used when licensing Day Passes. T#7273
- Added the ability to specify a destination content list folder and file name in a Knowledge View definition. This is used when exporting the results to a CSV or XLS file. All unattended executions of the Knowledge View (e.g. run workflow, export XLS, etc.) will now create log entries in the "Execution History" tab in the definition. T#6931
- The REST Web Service CTs now support connecting to a Service with a Compliance Data Source. T#7307
- A new data source type of "compliance" is added to allow a place for secure storage of an external userid/password. T#7299
- Add additional predicted data to the running timeline instance. This includes the users that will be assigned based on the current state and if the activity will be run or not, also based on the current state. T#7281
- A new Knowledge View feature enables the results to be exported to a database table. T#7295
- A new vars option allows a URL to be configured that will redirect the user to this page after a password reset. The var is named PasswordResetRedirectURL. T#7342
- Enhancements to the predicted path in the process routing slip. T#7283
- The AD/LDAP sync profile has a new option that will create/sync users as Day Pass users. This should only be used when licensing Day Passes. T#7273
- Added the ability to specify a destination content list folder and file name in a Knowledge View definition. This is used when exporting the results to a CSV or XLS file. All unattended executions of the Knowledge View (e.g. run workflow, export XLS, etc.) will now create log entries in the "Execution History" tab in the definition. T#6931
Perfomance:
- Knowledge View performance improvements T#7306
v5.15 (04/08/2019):
Bug Fixes:
- Client-Side Conditional evaluation will now account for data changing between Form Events. T#7242
- Fix password enforcement options. T#7274
Enhancements:
- Add an option on the BV to set a property to the number of form instances what will be returned from the BV call. T#7275
Added new formatting options for the form data system variable that can return the FIRST or the PREV value of the form field. e.g. [:field, format=first_value] and [:field, format=prev_value] T#7164
v5.14 (04/02/2019):
Bug Fixes:
- Resolved an issue that could prevent the SendEmail API from sending an email that contained any form control, including the EmailData control. T#7235
- Fix tooltip in REST CT to show the system variables. T#7260
- Resolved an issue with the User.Delegate SDK API. T#7236
- Resolved an issue that could prevent the ACTIVITY_LOOP_COUNT System Variable from returning the appropriate value. T#7169
- Resolved an issue that could cause a Form error when using an icon without a background color on a DateTime Picker. T#7161
- Resolved an issue that could prevent Dashboards from maintaining their position properly when resizing the browser window. T#6902
- Form data will not be considered changed in the audit viewer when the display string of a dropdown or listbox changes, if the value is the same. T#7197
- Resolved an issue that could prevent the object type selector on the Content List Control from working properly in the Online Form Designer. T#7250
- Resolved an issue that could cause a workflow instance to stop advancing if a database error occurred while in the middle of timer processing T#7225
- The import of data from a CSV will no longer attempt to convert Date strings in the Fill Fields from Excel Custom Task. T#7139
- Resolved an issue that could result in erroneous log errors when calculating predicted complete times. T#7258
- Sysvar escape characters (Unknown sysvar: ( and )) now work on form control tooltips. T#7263
- Resolved an issue that could delay the Routing Slip from being updated with the "User completed Task via E-mail reply" message. T#7166
- Resolved an issue that could cause Form fields and Case properties (and audit viewer) to incorrectly show unchecked/unchecked values for checkboxes. T#7153
- Resolved an issue that could prevent the Button Area "Accept Text" from working on timeline activities that are configured as "first to accept". T#7144
- Resolved an issue that could prevent the Drag-and-Drop Attachment controls within Arrays from associating with the correct Row and cause the browser to navigate away from the page if the browser doesn't quite catch the drop of the file in the correct location. T#6621
Enhancements:
- When using the Impersonation feature, a user cannot impersonate anyone who has System Administrator permissions, unless the user also has System Administrator permissions. T#7165
- A new option in the Properties tab of an object instance definition enables you to remove the instance from a case instance. When an object is removed from a case instance, all of the object's children will also be removed from the case instance. T#7244
- Implemented performance improvements in timer processing. T#7143
- Added the Name search filter for case instances under a Case Definition in the content list. T#7241
- Shared delegation is now enabled by default so you no longer need the SharedDelegationAllowed() callout script in vars to allow it. T#7152
- A new section of the Form definition now enables the form designer to customize the URL of the Form definition. T#6272
- Enables online editing of Office documents T#6969
- The system now enables a dynamic XFA PDF form to be saved as a standard PDF form. T#7178
- Datasources can now access MySQL databases. However, due to a bug in the newer MySQL .NET drivers, 6.9.12 or older drivers must be used. This is a bug introduced in MySQL .NET driver version 6.10 and higher (MySQL Bug #89159). T#7195
- Business Values now support Form Instances as a Data Source T#7135
- Information about anonymous submissions and non-authenticated task assignments are now available in the IT Admin section's System Information pages. T#7148
- The show attach control on a form can now return all objects in the case, not just objects attached to the form or process instance. T#7201
- Various performance improvements. Timeline definition changes are more efficient, both in saving a timeline or importing one. The processing that occurs against all running instances is performed asynchronously to allow the timeline save to occur more quickly. Additionally, when activities are deleted from the definition, they will no longer be removed if there are any running activity instances. Instead, the activities will be marked as "pending delete" and remain in the definition, detached from other activities, and can only be removed when all activity instances have completed. There is an administrative option on the activity definition that allows all running instances of this activity to be cancelled, so the activity can be permanently removed. T#6732
- The Object Links tab now shows when definitions are used in the Set Form Data tab T#7168
- A new system variable, DOC_EXT, will return a string value containing the file extension of an attached document or other object. T#7126
- Add new SDK call to the ContentObject class, DeleteObjectAndChildren, will delete a Content List object instance and all of its child objects, e.g., delete a process instance and all process attachments. T#7259
- A new system variable, fSharedDelegationNextTask, automatically displays the next task to the delegate when using shared delegation, if the principal is the assignee for the next task. T#7189
- Added support to return the length of a form field STRING value. It uses the format=length options, e.g. [:formfield, format=length} T#7157
- When attachments are added to a Case, the existing group names for the attachments will be kept when they are added to the case. T#7210
v5.12.03(03/13/2019):
Bug Fixes:
- Support dynamic XFA PDF template forms in the PDF conversion. XFA forms will NOT work with field list, checkboxes and RichText input fields on the PDF form. T#7115
- Improved the import logic that determines what activities to start when new activities are added to an imported Process Timeline definition. T#7006
- Fixed issue with tamper protection using signature comments. T#7116
- Resolved an issue that could prevent the Context Menu from displaying properly in the Administration screen for Active and Completed Workflows T#7092
- Resolved an issue that could cause a task completed via email to be displayed as completed via shared delegation in the Routing Slip. T#7096
- Users can now configure SharePoint Custom Tasks correctly T#7117
- Resolved an issue that could prevent some type-ahead controls from displaying configured styles correctly. T#7000
- Microsoft Windows 2016 has an Active Directory synchronization issue that appears when limiting users or groups to a specific Active Directory group. This is a rare issue, but a workaround for it is now available. T#7075
- Resolved an issue that could prevent some type-ahead dropdown controls from displaying configured styles correctly. T#7076
Enhancements:
- Only set the friendly name on fields using the Reverse Camel that are capable of having friendly field names. T#7114
- The Versions tab of Content List objects now displays some additional administrative information about the currently running version of the object. T#7077
v5.12(02/01/2019):
Bug Fixes:
- Resolved an issue that could cause clearing an unfinished comment from the Journal input box to delete other field inputs. T#6958
- Importing rules that reference Business Values with input parameters will work as expected now. T#6961
- Resolved an issue that could prevent HTML controls in an array from properly sorting with the array. T#6851
- Resolved an issue that could prevent Milestones from displaying properly in the Journal. T#7069
- Resolved an issue that could prevent Case properties used as task list filters from working properly. T#6971
- Resolved an issue that could cause the Sum control to fail to respond to the use of hidden and disabled tamper logic. T#7017
- When using the Phone Number data type for a form field, the validation will ignore most special characters, but will match on specific digit counts and patterns. T#7037
- AD sync now supports a manager user having a , in the name when syncing the manager field. T#6995
- [CURR_USER] can be used in an email template and it will return the same value as the [EMAIL_USER] system variable T#6983
- Resolved an issue that could prevent the Workflow Context Menu from appearing correctly when scrolling on the design surface. T#6726
- Resolved an issue in Reports that could cause the active tab in a tabbed Report to be reset to the first tab when a checkbox was checked/unchecked. T#6899
- Resolved an issue that could prevent the Topaz Signature control from transferring a signature from the Topaz device to a form. T#7003
- Fix the "first to accept" option when used as a button on a task list column to complete the task. T#6973
- Resolved an issue that could prevent the Workflow Designer from scrolling properly when using the design surface. T#6490
Enhancements:
- Datasources now enable the use of the SSH File Transfer Protocol (SFTP) as a FileSystem connector. T#6951
- The User Configuration section of the IT Admin area has a new page, User References, that enables administrators to find all references in the system for a specified user. T#6315
- Resolved an issue that could prevent Google Sheets data sources from authenticating properly. T#6936
- Background image support for forms, charts, and login page. T#6841
- The Excel Custom Tasks now support CSV files. T#7072
- Client-side Conditional Processing will now show and hide content across table cells. T#6937
- Naming a newly created Case property using a camel case value (e.g., MyProperty) for the property's Name will automatically create a Friendly Name based on the camel case Name (e.g., My Property). T#6966
- When using the async upload function the Show Attach control will now display the % complete of the uploaded file, and the tooltip with display the last time data was received. This can be used by a user to determine if they accidentally closed the browser window doing the upload, and remove the file and upload again. T#7010
- A new custom variable, NotifyPwdChangeDays, enables you to set the number of days prior to password expiration to notify the user that a built-in account password is set to expire. T#6993
- Enable a Shared Delegation feature. Users can configure who can see and complete their tasks from their profile. A new system variable called TASK_USER can be used on a Task List allowing a user to see a list of users that granted them shared delegation. When a user is selected, tasks are displayed for that user and can be completed by the current user. The Delegation IT Admin page shows and allows changes to both normal delegation and shared delegations. T#6903
- When using the large file uploading option (MFT), an administrator can use debug mode can to set the status to "Complete" from the document properties page. T#7033
- MFT enhancements and fixes that were preventing a file from being fully uploaded. T#7064
- A routing slip for a process timeline can now show the predicted path and users in the routing slip. T#3009
- A new Custom task, "Find Text On Web Page", enables you to specify a web page URL and text string, including a Regular Expression, and return the number of times the search string is found on the specified web page. T#6985
- The Form URL property at the bottom of the Form Definition's Properties Tab is now presented as a hyperlink. T#6211
- Two new password custom variables, PwdNoReuseDays and PwdNoReuseNumTimes, set the number of days or password changes, respectively, that must elapse before a password can be reused. T#6994
- Implemented internal improvements for cleaning up temporary files. T#7063
- A BETA version of the Word to OFD conversion is now available. T#5562
- Client-side Conditional Processing will now show and hide content between different Section tags. T#7035
- A new form field data type, Concealed Text, was added to hide the text entered on a form field, and replace the previous "Password" setting. As part of this change, all form fields that were previously configured to use the Password setting will be automatically converted to Concealed Text. Finally, during data entry, Process Director will check the specified password strength of the system settings and return a validation error if the password strength of the entered value is not strong enough. T#6987
- An Opacity Level option for background images has been added to the Form and Chart definition properties. This property enables you to configure an opacity value for the selected background image. T#6982
Additional:
- In some rare instances where IIS already has the .wasm MIME type included in the global list of MIME types, the application will not run properly after installation. Running the /admin/test_html.htm page will result in an error message that states: Cannot add duplicate collection entry of type "˜mimeMap' with unique key attribute "˜fileExtension' set to "˜.wasm'. This error message is an indication that the .wasm file type registration is duplicated in the application's web.config file for v5.12. If this error appears, please contact us for an alternate web.config file that will resolve the error for those IIS servers.
v5.11.02 (11/28/2018):
Bug Fixes:
- Fix alignment problems on Knowledge View definitions. T#6944
- Fix for >2 gig file uploads and the SDK. T#6949
v5.11 (11/20/2018):
Bug Fixes:
- Resolved an issue that could prevent proper evaluation of the ACTIVITY_RESULT system variable for a parent activity that hits a break condition. T#6922
- Resolved an issue that could prevent a Chart series using conditions with Knowledge View columns from properly applying the specified conditions. T#6909
- Fix journal filtering when returning comments with a group and milestones in the same journal. T#6907
- Knowledge View filter strings will now allow spaces in the parameter string that is passed to the filter when using a kview control on a form, e.g. KVNewField = . T#6920
Enhancements:
- When adding a new form instance to a case via the Case activity, Process Director will check all the form fields on the definition for that form instance and see if any form fields are configured to set case properties. If so, the case properties will be set with the new form's data. T#6914
- A new system variable, ACTIVITY_INSTANCE_ID, returns the Activity Instance ID of the currently running activity. T#6911
- A new modifier for substring searches of System Variables, "IndexOf", will return the 0-based index of the starting location for a specified substring. If the substring is not found, this variable will return "-1". The substring search is case insensitive. T#6863
- Knowledge Views will no longer evaluate columns that are configured to display in a different output format than the current display, in order to reduce resource usage. For instance, columns that are only displayed in an export will not be evaluated when the Knowledge View is displayed in the desktop browser. T#6908
Performance:
- Added additional indexes for performance enhancement when searching for process users in Knowledge Views. T#4587
v5.10 (11/15/2018):
Bug Fixes:
- Resolved an issue that could prevent retrieval of cached columns when using the EnabledBPH option for certain tables. T#6889
- Resolved an issue that could prevent the "Run As" user feature from operating properly in a Goal that calls a Knowledge View T#6872
- Some help links in the product UI were updated to point to the correct help topics in the online documentation. T#6473
- Modified the UI to suppress the rendering of the Import History tab for Form instances, Case instances and Process instances, as it is not applicable for these pages. T#6862
- Resolved an issue when using input masks with form fields of type Phone Number that could return the Input Mask as a value when the field was empty, instead of returning nothing for empty fields. T#6867
- Resolved an issue that could prevent formatting table cell properties using the Online Form Designer. T#6756
- Resolved an issue that could prevent forms from loading correctly when using the fEnableJavaScriptDev Custom Variable. T#6850
- Resolved an issue that could prevent formatting table cell properties using the Online Form Designer. (Addendum to #6756) T#6755
- Resolved an issue in Chrome that could prevent the Online Form Designer from editing controls in sections. T#6614
- Resolved an issue that could prevent Tooltips from working with some form controls. T#6845
- Resolved an issue that could prevent certain table cells in the Online Form Designer from being selected or highlighted with the mouse. T#6842
- Resolved an issue that could prevent Tooltips from being displayed on form controls that implement custom styling. T#6164
Enhancements:
- When exporting Knowledge View results to a CSV or Excel file, the files will now show ALL users/groups instead of truncating with "..." after three groups. T#6890
- An iterating/looping parent activity now supports a description that will be used in the routing slip when cancelling parallel activities due to a restart condition being met on the parent iteration conditions. T#6662
- Form locks now support an optional group name. Added ability to view and complete other users' tasks. T#6597
- A specific form definition can now be associated the Case activity/step when using a process with multiple form instances. This will control what form is used for conditionals using field names. T#6839
- The emaildata control on an email template now allows an optional locale to be specified. It can accept a form field, e.g. or a string, e.g. en-US, ja, etc. Normally when an email is sent it will set the locale to that of the user being sent to, however if it is an anonymous user, the locale will be that of the server. This allows that to be controlled and to set the locale for an email going to an anonymous user. If the locale is specified on the visibly email data control, it will override the locale of the user being emailed to. T#6895
- Added additional Multi-File Upload support to attachment controls. Additionally, a new optional parameter for Number of Attachment system variables, UploadStatus", will return the number of attachments that meet the specified value of the parameter. T#6544
- Added a tree view to the permissions page that shows all child objects whose permissions do not match that of their immediate parent. However, if a folder's permissions match its parent but it has children that do not match its own permissions, then that folder will be shown in order to show the children whose permissions do not match their parent. T#6864
- A new client-side validation function allows conditional processing on form fields to occur in the client browser without having to make the form fields "events". These conditions are used to control the display/hidden "when", enabled/disabled "when", and required/not required "when" settings. When this client-side condition flag is enabled system variables will only be evaluated once on the server when the page is displayed, or an event occurs. The only exception to that is form fields: those will always use the most current form data on the visible form when evaluating the condition. T#6469
- The Properties and Audit Viewer tabs of a Form Instance now display buttons to refresh the data displayed in the tabs, as well as to export the data to a CSV file. T#6815
- When importing Excel files, worksheets whose names start with the "#" character will be ignored. T#6847
- New properties of the ShowAttach control enable custom text and JavaScript to be added to an attachment displayed on a form. T#6880
- A new API, AddPending, has been added to the Content Object Class of the SDK. T#6835
- When exporting a datasource to an XML file, the passwords will no longer be exported for security reasons. The password will be replaced by ********. After the import you will need to re-enter the password in the datasource definition. T#6026
v5.08 (10/12/2018):
Bug Fixes:
- Resolved an issue that could prevent checkboxes or radio buttons from displaying properly in printed output from Internet Explorer. T#6822
- Resolved an issue with the section control that could result in poorly-formed HTML output when displayed. T#6803
- Display an error on the XLS database import if first sheet in the XLS file has an invalid sheet name. T#6802
- Resolved an issue that could prevent the Knowledge View setting "Do not return any records if more than the maximum will be returned" from working correctly when no filter conditions exist. T#6798
- Resolved an issue that could prevent documents that were directly attached to a process from being returned in a Knowledge View. T#6826
- Resolved an issue with record counts when using a Business Value as input to a KView. T#6791
Enhancements:
- Added support to search for an existing case using the case instance id in the "Case Task" T#6830
- Added the URL to the chart on the properties page. T#6820
- The CASE system variable now accepts the argument "format=value" to return the value instead of the display string for Case properties that are derived from Dropdown controls. T#6790
- When displaying documents in a Knowledge View, it will now support displaying form data in columns for the form instance the document is attached to, or for the form instance that is a child of the same process as the document. T#6831
- The styles for Dropdown controls have been improved and are more compatible with the type-ahead feature. T#6818
- Two new encoding characters implement JSON encoding for system variables. The semicolon (;) can be used to encode string variables, and the acute (`) character can be used to encode DateTime variables. T#6810
- A new optional parameter is available for the ACTIVITY_USERS_COMPLETE system variable, "termreason", that enables you to specify the termination reason for the activity users. When this parameter is used, the variable will return only the users whose activity was terminated for the reason specified. T#6801
Performance:
- When creating a Form or Case SQL View, a new property, Use NO LOCK on the SQL View Generated, will prevent locking on the form or Case instances when checked. This selection may result in partially saved form or case data being returned when selecting data from the View. T#6768
v5.07 (09/20/2018):
Bug Fixes:
- Resolved and issue that could prevent Anonymous users from adding rows to arrays on forms. T#6792
- Resolved an issue that could prevent proper filtering of task list items using TASK NAME and "OR" conditions T#6749
- Activity instances that were skipped because of a break condition in a parent iteration loop will no longer be used when showing activity start/stop times. T#6766
- Resolved an issue that could prevent pushing documents to SharePoint 2010 systems. T#6731
Enhancements:
- When saving a timeline, certain data that is not applicable for the activity type is cleared. T#6751
- Users that were automatically completed in an activity/step because a condition was met will now be displayed in the routing slip even when "Show Not Needed" is unchecked. T#6743
- Debug mode can now be enabled for "any" admin setting or if the user is logged on to the server locally. T#6746
- The ACTIVITY_IN_ERROR sysvar can now use a "format=name" parameter to return the name of the activity in error (or a comma separated list if multiple activities are in an error state). The default return value if the ACTIVITY_IN_ERROR remains "true" if ANY activity in the process is in an error state, and the formatter is not used. T#6778
- Archived logs can now be sent with the normal logs from the Logs Page of the IT Admin area. You can send specific archive logs by selecting a date from the new Archive Log Date property, which will attach the logs from 1 day before to 1 day after the specified date. T#6721
v5.06 (09/05/2018):
Bug Fixes:
- Fix and error when using a form field on a knowledge view with the "IN" operator and Oracle as the repository. T#6698
- You can optionally add process/form attachments to a new or existing case instance. You can add all attachments, or only attachments that have a specified Group name(s). T#6685
- Resolved a timing issue that could cause goals to not run when required (for goals that take a long time to evaluate). T#6704
- In the Online Form Designer, the DropDown control now enables the use of events on a dropdown that implements AutoComplete behavior. T#6659
Enhancements:
- Added ability to filter data on the columns in the audit history view for forms. T#6706
- Added support for the IN operator and a RULE on the right side of a knowledge view FILTER when using meta data attributes. T#6699
- Added support for new system variables for CASE attachments. CASE_ATTACHMENT_NUM, CASE_ATTACHMENT_SIZE, and CASE_ATTACHMENTS. These accept the same optional parameters as the FORM_@@@@@ equivalents. T#6724
- A new property for Journal controls, User Comment Group Name, enables you to specify a group with which to associate comments. Using this property, you can place multiple Journal controls on a case or a form and each Journal control can have its own user comments. T#6654
- When using the "Export Items" or "Export Files to Filesystem" or the "File System Datasource" you will not be able to specify a path that is not listed in the server variable named AllowedExportLocations. For example if you want to allow users to be able to write to 2 different locations you would put this in the PreSetSystemVars() function in the custom vars file.
bp.Vars.AllowedExportLocations.Add(@"c:\Demo_Folder\");
bp.Vars.AllowedExportLocations.Add(@"\\fileshare\folder_name\");
v5.05 (08/14/2018):
Bug Fixes:
- DropDown Controls using the AutoComplete feature will now maintain their values properly on a Page Event or Page Load. T#6540
- Dropdown controls using the AutoComplete functionality via the Fill Dropdown from DB Custom Task will now keep the Array context in the processing of the DB filters. T#6599
- New system variables, fFormSkipDisableFieldsSave and fFormSkipHiddenFieldsSave, are available to prevent client JavaScript from modifying disabled and/or hidden form fields. T#6589
- Resolved an issue that could prevent 8/14/2018 4:07 PM in conditions from being evaluated properly. T#6083
- Resolved an issue that could prevent a form with Set Form Data conditions using parameterized Business Values from importing the parameters correctly. T#6645
- Resolved an issue that could prevent a knowledge view filter that uses "running users NOT IN a user list" from returning the expected records. T#6539
- Resolved an issue that could prevent an AutoComplete dropdown that uses the Fill Dropdown tab with a Business Value from storing the value properly after a server-side event. T#6530
- Resolved an issue that could prevent certain user names from appearing in typeahead dropdowns. T#6611
- Resolved an issue that could prevent evaluating date parameters properly for Knowledge Views embedded in forms. T#6675
- Resolved an issue that could prevent the "Days Ago" and "Business Days From Now" system variables from comparing dates correctly. T#6444
- Resolved an issue that could prevent the AutoComplete functionality from working on DropDown Controls within Arrays. T#6605
- Resolved an issue that could prevent URL parameters and data caching from working as expected. T#6580
- Resolved an issue with Oracle that could prevent deletion when checking where an object is used prior to deleting it. T#6534
- Resolved an issue with using skins in Knowledge Views for the Japanese locale. T#6486
- Setting a User Picker Control to a blank string will now result in clearing the Control's value T#6634
- The "Matches" operator has been returned to the Condition Builder for evaluating form event name conditions. T#6472
- The Journal will now display User Comments when the user only has read permissions. Additionally, the textarea on the Journal is now vertically expandable if using Chrome or Firefox. T#6583
- When saving a workflow or timeline definition, Process Director will check only the running instances of the saved definition for notifications that may need to be resent. Please note that if there are a large number of running instances for that definition, the notification checks may still take some time. T#6581
- When setting a case property to a form field that is in an array, it will now set the case property to a comma separated list of values. This behaves like the Set Case Data CT does when dealing with form fields in an array. T#6638
- When using the 'Save' button on a new form instance, modify permission will automatically be added (temporarily) to the Form Instance when opened from the task list. T#6595
- Works as expected T#5949
Enhancements:
- A new custom variable, fADSyncAllowManagerOtherOU, enables you to sync a manager with a user if the manager is synced from a different OU (AD Root Path) than the user. T#6563
- A new format option for User system variables, Groups, will return the list of groups of which the user is a member. Example: T#6562
- Added a CAPTCHA Form Control T#6672
- Added a new milestone event type called "condition met" that will trigger the milestone anytime that condition is met while milestone processing is occurring. T#6503
- Added support for a SET CASE Properties section/tab on the CASE definition. T#6361
- Added the ability to open a Form Instance from a Dashboard that corresponds with the Form Instance from a Case Knowledge View T#6594
- All Dropdown controls in the Online Form Designer can be configured to use Type-Ahead functionality. T#5970
- An additional option for Input controls, Use Text Editor, enables the use of a new, more full-featured editor than the existing Rich Text editor. T#6332
- App Events are now called "Milestones" T#6465
- Business rules that return a value now have an expandable text box to enter long values more easily. T#6125
- Display more informative messages when a user clicks on a link in an email to complete their task, and the task is no longer active. T#6565
- Dropdowns can be filled from a Business Rule that returns a List of Users or a List of Groups, using the Fill Dropdowns tab of the Form definition. T#6454
- In addition to a comma-separated list of IP Addresses, System Administrators can set the Installation Settings>>Web Service Restrictions field to CIDR notation for an IP Address range, e.g., "10.1.1.0/24" will use all IP Addresses between 10.1.1.0 and 10.1.1.24. T#6560
- In very rare cases, when re-authenticating users in a task, some process managers may wish to authenticate non-SAML users via SAML authentication. Process Director will conduct this authentication correctly. T#6448
- Process Director's Sharepoint Connectors have been updated for compatibility with Sharepoint 2013 and Sharepoint Online. T#6478
- Process Director's Sharepoint connectors now have the ability to upload large files to Sharepoint. T#6195
- Some customer-requested enhancements have been applied to the CanCallService API. T#6491
- The ability to remove users from groups during an Active Directory synchronization is now a separate option in the AD sync profiles, previously it was associated with the option to disable removed users. You can, therefore, both keep users from being disabled, and remove them from existing groups. T#6535
- The definitions Object ID will now appear on the properties page of a Business Rule, Data Source Definition and Business Value. T#6333
- The Journal is now available on the Dashboard. T#6177
- The notify tab and step/activity can now specific a system variable to assign the users to. This requires that the system variable return the UID or user ID of the user(s), e.g. T#6505
- When an activity/step is completed because of an automated condition based on "First Result Met", it will now include that result name in the routing slip for each of the users that did not complete their task. It will still identify them as being not required to complete the step/activity, but the result will be indicated. T#6651
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