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Release Notes Version 4 Follow

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Phil Baker
  • Updated

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.

v4.6 (05/22/2018):

Bug Fixes:

  • Resolved an issue that prevented the import of Business Rule parameters.  T#6403
  • Resolved an issue with the form instance button widget in the dashboard definition. T#6409
  • Resolved an issue that could cause Workflows to restart from the beginning of the Workflow, even when told to restart from a specific Workflow step. T#6386
  • Resolved an issue that prevented proper display of CSS styling for ListBox controls. T#5976
  • The Radio Button control now has an ID property. This ID property can be used as the Associated ID property of a Label control for accessibility purposes.    T#6378
  • The ACTIVITY_START_DATE system variable has a new parameter, "Days", that can be used to calculate the due date of an activity via System Variable. The Days parameter specifies the number of days after the Activity Start Date.        T#6300
  • Resolved an issue that could cause type-ahead dropdown fields to show brackets around their display text.  T#6374
  • Resolved an issue that could prevent users with the appropriate permissions from deleting meta data attributes.       T#6438
  • Resolved an issue that prevented MS Dynamics and Salesforce datasources from appearing in the Datasource Type dropdown.       T#6422
  • A new auditing function has been added to display Active Directory Synchronization log history data. An additional custom variable, nMaxADSyncLogEvents, has been added to limit the number of records returned from very large synchronization logs.       T#6451

Enhancements:

  • A new URL parameter, "gkview", can be used to enable a Global Knowledge View to be displayed using the Knowledge View name instead of the ID, but it can only be used to return global knowledge views that are Task Lists, e.g. kv.aspx?gkview=Task List.        T#6384
  • Audit logs are now written when users make a change to their profile, such as changing their time zone.       T#6376
  • A new system variable, User Task Complete Date, will return all processes where the user completed a task in the time specified. The time can be a date, a month number, a month name, or a year. The system will use the closest "year" when a month value is used.    T#6304
  • A new system variable, Sentiment, uses the Google Sentiment analysis service to analyze text submissions for the sentiment the text expresses and returns a double-precision number that ranges from -1.00 to 1.00. A value of 0 is a neutral sentiment. A negative value indicates negative sentiment, while a positive value indicates a positive sentiment. The closer to -1.00 or 1.00 the return value is, the more intense the sentiment expressed. For instance, a return value of 0.85 is a very positive sentiment.      T#6441
  • The RunTimeline and RunTimlineWithForm web services now accept a PRID, as well as a content list path, to specify the definition of the Timeline that will be run.     T#6405

 

v4.57.1 (04/22/2018):

Bug Fixes:

  • Add support for process or activity termination picker when prompting the user for a value in a kview filter.    T#6203
  • Checkbox fields in the form instance properties and the audit view will now show checked/unchecked instead of 1/0. T#6309
  • Exporting checkboxes to Excel now return True / False rather than 1 / 0      T#6336
  • Fix a bug with a list box that is an event field with a single value. It would be cleared on an event.     T#6198
  • Fixed inconsistent completion of tasks when duplicate names are used on results or branches, and users are using the Complete URL links from within an email.       T#6294
  • If a user is in running workflow task, automatically give VIEW permission to document attachments on that form or in that process. This will only elevate the permission while the task is active.           T#6234
  • Resolved an issue that could prevent installations that use Oracle as the back-end database from importing a large email using the Email Actions CT.            T#6255
  • Resolved an issue that could prevent opening one form instance from another using the Copy Form Data CT. For versions older than v4.54, you can set the fEnableJSURL Custom Variable to "true" to enable the desired behavior in the Custom Task.         T#6221
  • Resolved an issue that could prevent PDF attachments from being assigned the correct URL when the sPDFInterfaceURL Custom Variable was set to a custom URL.            T#6241
  • Resolved an issue that could prevent the Sign PDF Custom Task from properly placing text and DateTime values in the PDF.           T#6160
  • Resolved an issue which could disable controls when Attach Polling was implemented.        T#6200
  • Resolved an issue with the Validation Custom Task that could prevent it from catching control validation errors (e.g. required fields, field types) or skipping validation rules.    T#6292
  • The Calendar options in the Knowledge View properties page now handle Column deletion and moving better.          T#6176
  • The Email Import CT enables users to set the group name for the imported email message and attachments.            T#6254
  • The User Picker will now allow styles to be added and configured.  T#6229
  • When a parent activity is added above existing activities, and there are activities running in existing timeline instances under that new parent, the system will now automatically start the new parent activity.   T#6311
  • When sorting an array, the display string of the form fields will now be copied as the rows are moved.           T#6226
  • Works as expected.          T#6353
  • Workspaces can now be exported with dashboard portlets  T#6330
  • Resolved an issue that could cause a Stream error when trying to apply an older version of an object from the Versions Tab of the object definition.   T#6372
  • Resolved an issue that could result in an error when anonymous forms are submitted.         T#6373

Enhancements:

  • A Calendar tab has been added to the Knowledge View definition to enable the display of date-based Knowledge View data in a daily, weekly, or monthly calendar.    T#5991
  • A new custom variable, TestModeIPs, enables you specify the IP addresses that are allowed to connect to a Process Director Server that has been placed in Test mode.       T#6190
  • A new option, Execute JavaScript, is available in the Type dropdown of the Top Navigation Buttons tab of the Workspace configuration page. This new option enables you to configure a navigation button to run any JavaScript command.     T#3698
  • A new System Variable, NUM_TASKS, has been added to return the number of tasks assigned to a user.     T#6240
  • A new tab, Favorite Icons, has been added to the Icon Chooser, along with the functionality to enable users to select and save icons to the new tab for easy access.  T#5841
  • Add form fields event list picker to the right side sysvar picker in the conditions. It only appears when the left side is a "form event" sysvar.     T#6348
  • Added bpItems JavaScript call for KViews. This is similar to the bpSelectedItems API, except bpItems returns all items regardless of the selected state.         T#6286
  • Added the ability to retrieve values from a Spreadsheet by row for the Excel SDK APIs         T#6367
  • Application Event Logging T#5027
  • Designers can now set a background image and background CSS styles for Chart objects.  T#6244
  • Implementers can add custom comments to the Looping tab of a parent Timeline Activity to specify loop cancellation reasons in the Routing Slip.      T#6174
  • Improved UI responsiveness and user control for the Dashboard Designer   T#6354
  • Knowledge Views can be displayed with one of several preset styles, and with a lightweight render mode, if desired. T#6252
  • On the Icons tab of an Online Form Designer control, you can now select the desired icon with the Icon Chooser.      T#5845
  • Prevent any timer processing during an XML import           T#6324
  • Process Director Business Values now support JSON return data in the REST return           T#6323
  • Process Director now logs XML import events, goal evaluations, and Active Directory syncs. Logs for a content object can be viewed in the object definition's Import History tab.        T#5765
  • Section controls can now have a Friendly Name property configured in the Form Template, and validation errors for Section controls have improved tooltips. T#6192
  • The "Convert to PDF" Custom Task will now run in the context of the User who initiates the conversion process.       T#6358
  • The [ACTIVITY_RESULT_LAST_CHILD] system variable now supports the "format=name" format parameter to return the activity Name instead of the activity Result.            T#6182
  • The Datepicker control now allows clicking the icon to display the drop-down date selection window, in addition to the drop-down arrow.         T#6191
  • The Process Director Import functionality now supports the Import package as a single XML file within a ZIP archive file        T#6257
  • The signature comments can now be used to collect comments from the initiator of a form. The signature comments control needs to have the setting enable to show the control on the form when the form is first opened (it defaults to false). T#1903
  • Users on a managed BPL cloud server can create SharePoint connectors.  T#6233
  • When using a Business Value with a Knowledge View, the results are now sorted in the default sort order specified in the Knowledge View.   T#6364
  • When using the Case task in a process to add a form instance to a case, it will now add the form instance attachments to the case also.  Additionally, a new system variable was added that can be used in a knowledge view to determine if the object returned is "In a Case?". The system variable is 0.         T#6185

Performance:

  • Improve the performance when configurating a large number of form fields to be synchronized within a process.       T#6318

 

v4.54 (12/22/2017):

Bug Fixes:

  • Resolved an issue that could prevent the Manage Process Users feature from working in a KView when both parent and child activities are running.   T#6107
  • Resolved an issue that could cause the time picker to display incorrect times for specified time zones.          T#6024
  • Section controls now support System Variables in the section header.         T#6126
  • Using a bad system variable in a workspace name will now allow you to fix it.          T#6155
  • Changing the kview type resets some of the default settings on the kview based on the type.            T#6120
  • When using the TestUserEmailAddress in the custom vars emails will ignore any CC/BCC email settings and not send those.            T#6140
  • You can now configure whether a form definition is a Custom Task definition after the definition has been created. This option is only available in Debug Mode.          T#6139
  • Workflow branch and Timeline result button text and background colors are exported correctly.        T#6142
  • Round robin task assignment now works consistently when using Oracle as the repository.  T#6137
  • Disabled "Show Ticks" when "Slider Items" are present. Also added additional text on the Show Ticks label to make the user aware of the control's limitations: Show Ticks cannot be used with Slider Items.    T#6134
  • The Cancel Process button can now display an icon like other buttons.        T#5980
  • A new Custom Variable, nMaxGroupDropdownRows, enables you to specify the number of records that appear in the typeahead results for the Group Picker.            T#6050
  • Resolved an issue that could prevent the due date displayed in the Task List from being updated when the due date was changed in a running activity.          T#6105
  • Resolved an issue with Windows Authentication when used to view multiple-portlet workspaces in an external web portal.     T#6073
  • Resolved an issue that could prevent forms that use copied and pasted controls from other form definitions from saving correctly.     T#6069
  • Extra white space removed after Section Embed start.        T#6101
  • Several security enhancements were implemented.            T#6049
  • Change validation rule logic when using an array column on the left side of a "not in" operator.         T#6149
  • Updated the System Variable logic to resolve an issue that could prevent some Business Value evaluations in Dropdowns from evaluating correctly.  T#6064
  • Round robin assignment will now work correctly when starting processes from rows in an array.        T#6143
  • Resolved an issue that could prevent dropdowns whose values begin with the "[" character from maintaining their values correctly.    T#6123

Enhancements:

  • The Form and Case Audit Logs now appear within the Instance pages, rather than separately.         T#6109
  • A "tab content" control now supports a required condition that will affect all controls in that tab.         T#6159
  • When assigning case properties from a control like a Dropdown that can have both a value and a display string, case properties will now store both store the value and display string in the case property.      T#6094
  • The Form Control list now uses fixed headers.        T#6039
  • The new bp.Vars.fDisableUserProfileEmailChange variable, when set to true, will prevent users from changing their email address via the "Edit Profile" page. T#6025
  • Set the default Content List Knowledge View to have an instance name that displays the folder path. T#6124
  • The object links page on definitions can show where the object is referenced with a sysvar (e.g. .     T#5988
  • A height and Width property have been added to the signature control, to enable enlarging the control on the form page. The control has a minimum size of 350px x 100px, and cannot be sized smaller than the minimum size.          T#6051
  • Resolved a scripting/programming issue that could require the Request or Response objects from being accessed without using the "bp." environment prefix. Now, the Request and Response objects can be accessed directly in code.         T#6119
  • Added support for ACTIVITY_MESSAGE and "ACTIVITY_IN_ERROR sysvars.       T#6060
  • During event callbacks, forms are now disabled     T#6061
  • A new custom callout was added to allow the user display strings to be customized by functional area (e.g. Routing Slip). The new custom function will be called in the custom vars file, it is name UserDisplayString2().          T#5960
  • Form instances can now be exported/imported. This is NOT intended to export normal form instances between systems, and is valid only for a narrow use case where forms contain only configuration data.  T#1882
  • A new system variable, fShowProcessCancelReasonOnUser, enables you to display the administrative cancellation comments on the Routing Slip when a process or activity/step is cancelled, and that results in a user being cancelled.        T#5958

 

v4.53 (10/18/2017):

Bug Fixes:

  • Fixed issue with Online Form Designer and special characters        T#6014
  • Displayed correct page when a user in the Content List opens a Workflow Instance to which he does not have Modify permissions.   T#6013
  • Case property names with a friendly name now allow for updates in debug mode when viewing the case instance properties page.    T#6020
  • Resolved an issue that could prevent dropdown controls from implementing configured CSS styles. T#6003
  • A Knowledge View filter that is searching a dropdown or listbox control for a NULL string will now return the appropriate results, even when the display string is not being used on the controls.           T#4426
  • A USER type case property will now store and display all the users in the property when the value has multiple users.           T#6035
  • Charts which use a Form as the Data Source will now display their results properly. T#6015

Enhancements:

  • Added support for the ConceptShare update project API     T#6043
  • STEP_USERS_COMPLETE and ACTIVITY_USERS_COMPLETE now enable the instance=all option. This instance attribute will return a concatenated list of all users that have complete this step/activity, including all instances of that step/activity when it is iterating.    T#5997
  • In routing slips for running processes, the active activity will now be highlighted, to make it easier to see.      T#5989
  • Knowledge View filters using a process group name can now use the "not equal" and "does not contain" operators    T#6006
  • Activity Log Control created for Online Form Designer, allowing users to view log activity for certain system and user configured events, as well as add comments as needed or desired.         T#5668

 

v4.52 (10/03/2017):

Bug Fixes:

  • Resolved an issue that could cause an error in running process instances when importing a process definition that has deleted steps.           T#5971
  • Resolved an issue that could cause meta data links to be lost when importing a form definition with a meta data attribute linked to a form field.           T#5925
  • Resolved an issue that prevented proper display of CSS styling for ListBox controls. T#5976
  • The Match Filter setting on the Import Files from File System Custom Task will now properly filter out files whose names do not match the configured regular expression.       T#5223

Enhancements:

  • Resolved an issue that could prevent Process Instances from being returned when searching for form data in a Knowledge View.      T#2471
  • Users can now filter Knowledge Views by Object Types.     T#5922
  • New support to allow auto expanding multi-line textboxes on forms T#5985
  • Input fields in the Online Form Designer now contain an Input Mask property to enable designers to create common input masks for the form field.    T#1162
  • Added versioning to all JS and CSS files to ensure that new versions of the product display properly in the browser and eliminate the need to clear the browser cache after a product upgrade.           T#5943
  • JavaScript confirmation messages were updated to present a more modern appearance when a user deletes a partition or workspace.          T#5967
  • Advanced timer checking was implemented to ensure that new instances of a running timer cannot be created until the current instance of the running timer has completed.   T#5968
  • Added Auto-Complete functionality to DropDown Controls which use Business Values          T#5969

 

v4.51 (08/28/2017):

Bug Fixes:

  • The notify tab on an activity will now limit the form fields to the form associated with the timeline when using the option: "From eForm Field".  T#5784
  • When a new activity is added to a Process Timeline definition, the new activity will be marked as "Not Required" in any running instances in which all of its predecessors have already completed.      T#5720
  • Using TRIM=1 parameter in a sysvar will now be applied the optional pattern/replace parms takes effect.     T#5824
  • Added the option "Do not show this object in 'Items I Can Run' Knowledge Views" to Process Timeline Definitions     T#5838
  • Resolved an issue that could prevent required eForm validation from occurring on check boxes.       T#5822
  • The Condition Builder now adds the ability to use < and > operators in a condition where both the left and right sides of the condition are array fields. T#5805
  • Fixed an issue that prevented file size limitations for document attachments from being respected when an attached document was checked in after editing from the ShowAttach control.       T#5797
  • Datasources using OAuth now redirect to the appropriate page following authentication.      T#5820
  • Displays Form Error strings in all cases above the form submit buttons        T#5806
  • Resolved an issue that could prevent the signature control from working properly on Android devices.          T#5884
  • Calculation fields will no longer display the required formatting and will skip the required validation.   T#5865
  • Fixed issue when removing Business Value properties used in a Timeline.   T#5880
  • The IN and NOT IN operators are now available when using validation rules on array columns.         T#5902
  • Resolved an issue that could prevent correctly exporting/importing default form field values that use a Business Value with a parameter.        T#5851
  • Date time formatting on a sysvar using a single digit formatting character now works.           T#5885
  • Resolved an issue that could prevent some type-ahead user picker controls from displaying properly.           T#5809
  • Improved the ability to use Word templates for form conversions.    T#5786
  • PDF conversion that indicates documents should be converted will have an error is the form has no document attachments.  T#5932

Enhancements:

  • Notification changes made to an existing Timeline or Workflow definition will immediately take effect on all running steps/activities.    T#5776
  • Updates to implement bug fixes and improvements to the Online Form Designer and PDF transformations.   T#5796
  • A new option exists that will add users to a running instance when they are added to a group that is assigned to that step/activity. To enable, set this in your custom vars:   bp.Vars.fStartUsersAddedToGroup = true;  T#5758
  • Added the "Does Not Contain" operator for KView filters that use the Running Activity Name system variable.            T#5722
  • A new SDK Class, the Workspace Class, has been added, along with new Web Service functions to manipulate users or groups in a Workspace.      T#5843
  • When using a system variable for an Invite control, all of the formatting options for a User system variable are available         T#5830
  • User and Group Administration list pages now display the Partition(s) to which the User/Group is assigned.  T#5791
  • Input fields in the Online Form Designer now contain an Input Mask property to enable designers to create common input masks for the form field.    T#1162
  • Process Timeline activities are now highlighted in the user interface when added, and briefly highlighted when moved, to make it easier to see when you've taken an action.   T#5813
  • Added more visually appealing confirmation dialog boxes when deleting an object from the Content List.       T#5846
  • A new Custom Variable, sLoadingImage, enables you to specify a custom loading/wait image for eForm events.       T#5768
  • This release has an upgraded library for the Email Custom Tasks. It REQUIRES that the latest Custom Tasks are installed as part of patching your system.   T#5803
  • Enhancement to prevent user from overwriting their own changes on a form.           T#5751
  • Input controls that are configured with a numeric data type in the Form Controls tab of the Form Definition will default to display their text as right-justified on Forms.   T#5918
  • CustomString2 is now supported on the users import/export from an Excel file         T#5886
  • Added a new audit log to record when a user runs a kview (or exports to CSV). This log will include the filter data.     T#5875
  • Signature controls can now specify both Min and Max signature sizes, measured in points, that are required to validate the field.       T#5877
  • Updated terminology regarding Form Objects, calling them "Forms" rather than "eForms".    T#5864
  • Chart date parameters now support System Variables        T#5872
  • When using TASK_NAME on a task list column, if the task is an item that is checked out, Process Director will indicate that the item is checked out, rather than showing a null value in the column.     T#5908
  • In order to reduce security errors, Process Director now issues a warning for using non-encoded System Variables on the SQL for Business Values.  T#5891
  • When exporting/importing built-in users between systems, a new column, PasswordChange, will, when set to 1", force the user to change the password on their next login.    T#5882
  • A new Custom Variable, LeaveCaseButtonText, enables you to customize the text of the "Leave Case" button in the User Info Box.   T#5856
  • Improved the performance of KViews that display Case property data.         T#5897
  • With Process Director v4.5 and higher, and version 2017.08.11 of the Export Items Custom Task, Process Director will attempt to create the folder path specified in the File System Path property, if it does not exist.  T#5913
  • Tab controls can be directly disabled in the eForm definition, if the new DisabledTabsDisabled custom variable is set to True.            T#5874

Performance:

  • The fSkipWhereUsedCheck Custom Variable, when set to "true", now skips ALL usage checks when a delete is attempted.  T#5858
  • The speed of timer processing has been improved, with additional caching of timeline definition data.           T#5867
  • Performance improvements were implemented by using database caching for the Routing Slip and timer processing.            T#5898
  • Form definitions now have the ability to have their form data cached in a temp table to make searching for form data faster. This is an option that has to be enabled on a form definition, and also on any kview definition that will be searching for or displaying form data from that definition. T#5800

 

v4.41 (06/06/2017):

Bug Fixes:

  • Fixed an issue that could prevent an upgrade to v4.4.         T#5788

Enhancements:

  • Allow an installation to have Windows and LDAP authentication enabled at the same time. To enable this new logic you have to enable Windows and LDAP authentication, but DISABLE integrated Windows authentication and disable the automatic adding of authenticated users. These flags must be set in the custom vars PreSetSystemVars():   bp.Vars.fAuthTryAllAuthTypes = true;   bp.Vars.fAuthWindowsIntegrated = false;   bp.Vars.fAuthWindowsAutoAdd = false;   bp.Vars.fAuthLDAPAutoAdd = false;     T#5766
  • You can now download all log files in a .zip folder from the Logs page.        T#5762

Performance:

  • Created new CreateThumbnail and RemoveThumbnail SDK APIs.  T#5778

 

v4.4 (05/31/2017):

Bug Fixes:

  • Corrected an issue with Rating controls that appeared in some circumstances when extraneous formatting was applied in the eForm template.          T#5748
  • Import/Export now maintains the "restart user condition" on a timeline activity/workflow step. T#5767
  • Added support for objects "in case context" in a kview filter T#5756
  • Dashboard buttons can now be exported/imported. T#5744

Enhancements:

  • All System variables that return current date or user variables, e.g., CURR_DATE, CURR_GROUP, etc., will now accept the alternate syntax of "CURRENT_" in addition to "CURR_".            T#5739
  • The Properties tab of an eForm Definition now enables you to set a background image and to write custom CSS style classes for the eForm. T#5738
  • The Audit control on the form can be used to display case property audit changes.   T#5755

Performance:

  • Various performance improvements.          T#5745

 

v4.3 (04/17/2017):

Bug Fixes:

  • The IS_FORM_LOCKED system variable can now be used on a Knowledge View column.  Note that the behavior of this system variable is different when it is used on a form or in a condition on a form.  When this variable is used on a condition when a user is running a form, it will return FALSE even though the current user has it locked. When used on a form it will return TRUE only when ANOTHER user has the form instance locked.  The Knowledge View behavior is different, that simply returns true if anyone has it locked.      T#5524
  • The Completed Step Users system variable can be used with the "format=comments" modifier to display the signature comments for a specified Workflow step.        T#5544
  • On import or save of an updated Process Timeline definition, in-flight process instances are updated as always. In a change to previous behavior, however, if any running activity has been removed from the process definition, that activity will now be placed in an error state.    T#5534
  • The BusinessUnit AD Sync property now works as a expected when syncing with AD.          T#5696
  • Fixed an issue with setting form fields using a carriage return character.       T#5632
  • IE 9 fixes  T#5606

Enhancements:

  • Audit Log search capabilities have been improved. T#5539
  • Case Definition properties can now be configured with a Friendly Name in addition to the property Name.      T#5507
  • A search option has been added that enables searching for specified values across ALL case properties in a case instance.  T#5531
  • Audit data now shows "Checked" and "Unchecked" instead of 1 or 0 for checkbox values.    T#5502
  • The default Workflow and Timeline instance names have changed to display only the form instance names.  T#5506
  • META DATA schema can now be exported and imported. This allows the category and attribute definitions to be exported and imported on to another system. Category permissions are now enabled, allowing control over who can modify the schema or use them for assignments.    T#1184
  • The Troubleshooting/Logs page of the IT Admin section now enables customers to attach the Logs directly to a specified Tech Support ticket.           T#5542
  • Enhanced the Business Value support for REST datasources. The following Vars were added: DefaultBVRestAccept, DefaultBVRestMethod, DefaultBVRestContentType, DefaultBVRestHeaders      T#5690
  • User Picker Form Controls which use a Rule to filter the Users for selection will use the Popup interface instead of the Type-Ahead functionality.       T#5679
  • When Process Director detects a possible loop in a running process instance, it delays the process until the next time that the system's timers run. The system will display a message on the Timeline Status tab for the instance, indicating that the looping condition has been detected.  T#5672
  • Two columns on the Admin/Partition page have been added to the grid to display that indicate if Users and Groups will be added automatically. Additionally, on the Admin/Workspace page, another column has been added to the grid to indicate if new users will automatically be added to the workspace.   T#1897
  • A new sysvar, Literal, has been created to use on forms to display uninterpreted text containing tokens such as (Unknown sysvar: ( and)), without attempting to parse the token as a system variable. T#5673
  • A new SDK property, Document.FilePath, will return the physical file path of an attachment that is stored on the file system. This property will return no value if the document is stored in the Process Director database.          T#5658
  • Additional support for users in different domains during AD Sync     T#5677
  • Users can now add their own profile photo and signature image from their User Profile page.           T#3945
  • When using Not Set it will not return a value if the activity was rolled back, or is in an iteration segment that has looped.        T#5553
  • JavaScript code can get or set values for Input, Checkbox, RadioButton, or Dropdown controls on an eForm.            T#5664
  • The value of the fEnableThumbnails custom variable now defaults to "true", so that Process Director will now show options on the ShowAttach eForm control to display the thumbnail for supported document types.  T#5646
  • The "Activity Termination Reason" is now available as a Set Form Data condition.   T#5552
  • Active Directory synchronization can be mapped to a user's Business Unit property. T#5648
  • The system variable enables the use of the "instance=ALL" modifier, which returns a list of all results for an activity that has iterated. Additionally, the "separator=" and "KeepEmptyRows=0|1" format parameters are enabled.            T#5629
  • A new system variable, CASE_INSTANCE_URL, will return the URL to a case instance.      T#5582
  • Dashboards now be displayed in fixed sizes by setting the Dashboard View property of the Dashboard definition to Fixed Size and specifying the height and width, in pixels, of the Dashboard.           T#5639
  • We enhanced the performance of Knowledge Views that limit the results to a specific form definition.           T#5601

Performance:

  • A new System Variable, fEnableSQLEscape, has been created to mitigate the effects of a bug discovered in Microsoft SQL Server. For more information about this bug, see the Microsoft KB Article at https://support.microsoft.com/en-us/kb/2698639.          T#5515
  • An improved upload function allows larger files to be uploaded while using less memory on the server.          T#5630
  • Microsoft is deprecating the "image" column type in SQL Server.  As a result, we've changed image storage columns to the varbinary(max) column type. This means that any FULLTEXT - FTS (full text search) indexes on tblObject will be eliminated. These indexes will have to be recreated, if you are using them.    T#3016

 

v4.05(01/12/2017):

Bug Fixes:

  • Knowledge Views can now search for case instance properties that are User values using a system variable in a string search on the right-hand side. T#5498
  • Tasklist Knowledge Views now allow you to specify options for opening the tasks.   T#5458
  • A Knowledge View can display eForm instances when searching for Case properties.          T#5497
  • Corrected a JavaScript issue that could cause a form appear to hang in some circumstances.          T#5492
  • External users that are assigned a task will now receive scheduled email reminders.            T#5496
  • The "Sync Fields" option on a form field will now synchronize same named fields across all forms in the process when the SAVE or a SAVE & CLOSE button is selected on a form.    T#5454
  • When using a non-supported "format=" on a numeric system variable, the system will now give a better error message.         T#5455

Enhancements:

  • Change how the "ACTIVITY REACHED" system variable acts when an activity is rolled back. It will now return false ("not reached") when the activity being tested in the "activity reached condition" has been rolled back, e.g., via a branch activity.     T#5491
  • Enhanced WCAG and Section 508 compatibility.   T#5488
  • Created new Web Services to get and set the Display String and Values of dropdown eForm controls           T#5485
  • If a user is impersonating another user that is required to change their password, the system will no longer force the impersonating user to change the password for the user they are impersonating (built-in users only force a password change).  Also, the system will no longer force a user to change their password when it is running in "test/debug" mode.        T#5480
  • The option on the eForms action task that allows the form instance to be set to version 1 will now run on a form instance that was added prior to this task. It will not change a version of >1, it will only change a version of -2. -1, or 0 to a 1 so the form instance can be searched for in kviews prior to a user opening and saving it.       T#5493
  • The routing slip now has the option to show "Wait Tasks". This is a configuration setting on the form definition and in the process administration interface.      T#5457
  • A new custom variable, CustomHTMLHeadTags, defines custom HTML HEAD tags that will be inserted into all Process Director pages.        T#5462
  • Knowledge View filters for a Task List KView now take precedence over the "Maximum number of items displayed in a result list" setting in the KView's options tab. A Task List will return ALL tasks that match the filter criteria, even if a limit is configured for number of rows to return.      T#5446
  • Security enhancements     T#5481
  • When an eForm instance is displayed in the Dashboard using the EForm Instance widget, Process Director will automatically find the task for the eForm Instance, if any, that is associated with the current user, and will display the form in task context, i.e., as if the eForm was opened from the Task List. T#5478
  • The "forgot my password" logic has been changed to send a onetime URL to the user via email, enabling the user to reset the password.      T#3487

 

v4.04(11/14/2016):

Bug Fixes:

  • Fixed style issue for required form fields using Empty Text. T#5450
  • The Object Links tab will now list any relevant Dashboard, Goal and Business Value linkages.          T#5258
  • Fixed an issue with the Rating control's formatting on Chrome         T#5438

Enhancements:

  • When running administrative commands in the process administration interfaces, the commands will run in the context of the case instance of which the process is a member.            T#5238
  • The Set Form Data interface now uses separate Parent and Event selection Controls instead of combining each combination into a single Control.     T#5081
  • The FOLDER_PATH system variable can now be used in Knowledge View instance names and will appear in the default Content List global Knowledge View.           T#5445
  • When selecting the "Run a Workflow" option for Knowledge View results, you can now select either a Process Timeline or a Workflow to run on each row of the Knowledge View's results.      T#4997

 

v4.03(10/14/2016):

Bug Fixes:

  • Eliminated an error message that was generated by Oracle when the system was looking for users with a period of inactivity. T#5410
  • When a user activity is in an error state, administratively restarting the activity now reevaluates the participants.        T#5373
  • When a timeline is started that automatically adds a form, it will now use the Default Groupname configured in the form definition.     T#5415
  • Fixed an issue where long field names could validate improperly.    T#5394
  • Fixed an issue where some number or date fields might not be properly returned by a SQL View in some circumstances.      T#5395
  • The system will now check to prevent a direct loop between delegates. In other words, if User A is delegating tasks to User B, User B will be prevented from delegating tasks to User A, thus preventing a delegation loop. This loop checking only prevents a direct delegation loop between two users, and will not prevent indirect delegation loops that involve three or more persons.            T#5392
  • Fixed an export issue that could arise when a condition in an exported object has a number that is greater than a 32-bit value in the right hand side of the condition.   T#5412

Enhancements:

  • Business values using Knowledge Views can now use the DISTINCT operator on the results.           T#5356
  • If an task is configured both (a) to require at least one user to complete, and (b) to cancel itself upon the expiration of a time limit, then, when executed, if the task is started with no assigned users, the timeout will be triggered immediately and the task cancelled.    T#5388
  • Form and case instance icons will be updated to reflect the icon currently specified on the associated definition when data is saved and the instance name is updated.           T#5376
  • New Case System Variables were added: "{IN_CASE_FOLDER_VIEW}" and "{IN_DASHBOARD_VIEW}".    T#5382
  • New option on all dashboard widgets: Display - Always (default), Desktop Only or Mobile Only New option to add an icon to dashboard button widgets           T#5383
  • A new debugging option exists to convert form data from a text field to a number or a text field to a date field. This is available in the troubleshooting tab in the IT Admin while in "debug mode" and is called "Update All Form Data to match Controls" T#5390

Performance:

  • Enhances performance for SQL Server 2014 when the SQL VIEW generator is used to generate results from Array fields in an eForm definition.       T#5385

 

v4.02(09/19/2016):

Bug Fixes:

  • Case Property system variables now support True/False modifiers for boolean values.         T#5361
  • Fixed an inconsistency that could sometimes arise in column name ordering when a knowledge view definition is imported over an existing version.   T#5298
  • Workspace buttons now enable users to specify a Chart or Dashboard to launch from the Workspace.          T#5360
  • When a Business Value Property returns no data from a SQL command, the value will be set to an empty string, enabling comparisons in the Condition Builder to work correctly.       T#5367
  • Knowledge Views using Business Values now enable you to pass System Variables to Business Value parameters.  T#5319
  • Fixed issue when upgrading Oracle databases during install.           T#5323
  • The Business Value system variables now accept "Format=currency" as an optional argument, e.g.,             T#5312
  • When an anonymous user is assigned a task, and the form has process attachments, the system will now grant the anonymous user permission to view the attachments while that workflow step is running.   T#5301
  • Optimize the performance when displaying a list of children instances under a form definition or process definition.   T#5343
  • The calculation of due dates using business hours will now handle boundary conditions.      T#5255
  • Fixed an issue with using Current Date in Knowledge View filters    T#5303
  • Fixed an issue where timer processing could stop for all processes, if one process was in an error state.       T#5347
  • When a form field is removed from an eForm, it is also removed from use in a chart or on the Set Form Data tabs.    T#5338
  • Case Definitions now use Dashboards, rather than Workspaces, to display Case Folder information. T#5341
  • For an eForm associated with multiple processes, when the eForm is returned by a Knowledge View, additional logic has been added to associate the form with the process that started first, in addition to any running processes.      T#5315

Enhancements:

  • New Form and JavaScript APIs added.      T#5369
  • The Case SDK class now has a function, RecalcCaseInstanceName, that will recalculate the name of a case instance.         T#5327
  • Process Director now supports theming for input controls.   T#5257
  • A new class has been added to the SDK and developer's documentation for manipulating Business Values.  T#5243
  • A Script Workflow Step or Timeline Activity now enables users to specify an eForm to use as the current form for the Step/Activity.   T#5329
  • Case Management applications now use Dashboards to display Case folders instead of Workspaces.          T#5262
  • A new Fill Fields from Business Value Custom Task enables users of Process Director v4.02 and higher to set the value of eForm fields from a Business Value.         T#5300
  • A New Content Object, the Dashboard, is now available.     T#5201
  • New var added AllowMultilineTextBoxResize (bool). When set to true in vars.cs.ascx all Multiline Textboxes, can be resized both horizontally and vertically.    T#1970
  • A new custom variable, LDAPEx_ReferralChasing, is available for setting authentication referral chasing when using LDAP.  T#5242
  • On the Dashboard design surface, hover over a partially occluded portlet to bring it to the front for easier editing.      T#5377
  • The Form SDK class now has a new function, SynchronizeFields, that forces eForm fields to synchronize, if the fields are configured as Synchronized Fields. T#5332
  • When using object locking, the "locked" message now provides additional useful information about when the object was locked.        T#5317
  • New web services have been added to Process Director that allow access to and manipulation of case definitions and instances.      T#5299
  • Add support for validation of array columns with an array column on the RIGHT HAND SIDE of the condition. Previously an array column could only be used on the left side of a condition in the validation rules.         T#5333

 

v4.01(08/10/2016):

Bug Fixes:

  • When a user is locked out because they exceed the number of configured login fail attempts, the login screen will display a message indicating that the account is locked.      T#5222
  • When the bp.Vars.TestUserEmails variable is set in the Custom Vars file, email notifications will no longer be sent to users in the CC and BCC properties of the EmailData control.     T#5230
  • Fixed an issue that could cause the Column Sort Order to export incorrectly in some cases. T#5229
  • Fixed an issue that could cause the "Push File to SharePoint" Custom Task to fail in some circumstances.    T#5072

Enhancements:

  • Knowledge Views now have the ability to display a "Cancel Process" action. This is only valid for running timelines or workflows, or form instances that are in a running process. When selecting Cancel for a form instance, it will cancel the running process for the form.  If executing the Cancel action against a complete process, the action will be ignored.     T#5188
  • A new system variable, IN_CASE_MODE, determines if a Process Director object is currently being displayed in a case workspace.  T#5233
  • The Form class in the SDK now has a new function, SaveAndSubmit, that will save a form instance (just like SaveForm does), but will not prevent a process from running if the form submission would normally trigger the start of a process.  T#5253

 

v4.0(06/03/2016):

Bug Fixes:

  • When returning concurrent running steps or activities with the RUNNING_STEPS or RUNNING_ACTIVITIES system variables, the system will now return the results in alphabetical order.     T#5203  Bug
  • XPath queries can now be used against REST data in Business Values.      T#5038  Bug

Enhancements:

  • New ability to disable browser autocomplete at the eForm level. Set bp.Vars.DisableFormAutoComplete = true; to disable browser autocomplete.      T#5199
  • When running a KVIEW from inside a form that is in a case context, the results of the kview will be limited to objects in that same case instance.        T#5195
  • Support the ability to CREATE a SQL VIEW for a case definition     T#5198
  • A new system variable, CURR_GMTOFFSET. returns the offset (in minutes, hours, or seconds) between local time and GMT/UTC time.        T#5196
  • A new method, UnlockForm, has been added to the Form Class of the SDK.           T#5207
  • Remove the Priority column from the default task list created on a new installation.  T#5187
  • Support Unicode characters in a password when connecting to a Forgerock LDAP server     T#5217

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