Release Notes Version 3

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.

v3.84(05/23/2016):

Bug Fixes:

• When exporting Knowledge Views to CSV or XLS, the time is now added for date/time fields           T#5190
• When a user attempts to create an Internal Database Datasource, the Datasource Type will default to "Other"  if the user does not have permission to create an Internal Database connection.           T#5124
• Form field tooltips can now use Process system variables   T#5175
• Fixed an issue using system variables on eForm section controls.   T#5135
• Fixed an issue with selecting users in the Choose Users popup.     T#4835
• Meta data system variables can now be used on conditions in a Process Timeline activity.   T#5144
• Resolved an issue where the Rich Text input control interpreted HTML as literal text.           T#5164
• Resolved an issue where multiline text boxes interfered with table column sizes.      T#5114
• Resolved an issue where the "Save Form" option on Custom Tasks did not operate correctly in some circumstances.            T#5140
• Fixed an issue where updating a SharePoint file could conflict with SharePoint versioning in some circumstances.     T#5141
• Resolved an issue where deleted sub-process instances could generate invalid error messages on Process Administration pages.    T#5186
• Corrected an issue where the system indicated that the wrong user completed a task when the completing user was both impersonating another user and logged into his/her account.            T#5129
• Resolved a database error when importing some Knowledge Views with duplicate columns. T#5115
• Fixed an issue that could cause an error to occur when upgrading the Oracle DB to v3.8x    T#5109

Enhancements:

• A workspace can define a form instance to be displayed in a portlet as a button. The configuration points to a form definition, and the most recently updated form instance will be displayed in the portlet (if there are multiple form instances). If there are no form instances, it will display the form definition, allowing a form instance to be submitted. If the workflow is a case folder view, it will limit the form instances to only those that are in the current case.         T#5149
• Knowledge Views that appear in a workspace Portlet now support the ability to open items in a different Portlet in the Workspace      T#5157
• When a Parent activity is administratively canceled, the system will ripple the user and cancellation comments to all of the child activities that are also being canceled.            T#5168
• With v2.55 or higher of the BP Logix Word plugin, the AttachObjects control supports uploading and attaching items by dragging and dropping files onto the control.   T#5132
• A new sysvar, CHAR will return any ASCII character. For example, returns the space character.       T#5176
• A new Form Definition option tells Process Director to remove a new form instance from an existing case instance during submission if it is already in a case instance. This allows the new form to be displayed with the case properties from the existing case instance, but when the form instance is submitted, it will only set properties in the new case instance that is created, without altering the properties of the existing case instance.       T#5178
• The workspace sizer bars for portlets are now displayed with a thicker bar on mobile devices. This width can also be customized using the SplitterWidth variable (e.g. bp.Vars.SplitterWidth = "10px";) T#5193
• System variables used on eForms now use HTML encoding by default. This can be changed to no encoding by by using the | encoding character. For example,         T#5152
• The Case task now supports the ability to remove the current process AND all attachments from any case instance. Additionally, when the option is used to assign the process to a NEW or EXISTING CASE, it will first remove it from any other case instance.          T#5151
• Two new web services have been added to wsUser.asmx: UpdateUserFields and UpdateUserRecord.          T#5125
• Added support for most database column types in Business Values.            T#5119
• New Chart object added that allows users to easily display information from Knowledge Views, Business Values and Forms. Documentation for the Chart object can be found at: http://doc.bplogix.com/content/implementersreference/chart.htm         T#4950
• Validation rules can now be used on array fields.    T#1572
• The existing system variables for showing who has a form locked (and locked since when) are now available for display in a Knowledge View column. The Knowledge View filter can also search based on the user that has the form locked (or show all forms currently locked).    T#5092
• The Business Value Dropdown System Variables now display more information and require less configuration in the SysVar Picker control.   T#5073
• An Import of an XML file that contains an Excel file will not import the Excel data into the database if the "Automatically import this Excel file after every check-in" property is not checked.       T#5136
• The SDK's Group class now has a Description member, allowing the user to get and set the group's description. Descriptions are also now contained in group objects returned by group.asmx web services.   T#5126
• A new custom variable, fDisableImplicitPartitionGroupUsers, will prevent implicitly adding users to a partition through their group membership. When set to "true", users will have to be explicitly added to a partition.   T#5133
• MSG files can now be converted to PDF using the PDF Custom Tasks.       T#5111

v3.82(04/06/2016):

Bug Fixes:

• Fixed HTML encoding on user picker object on an eForm    T#4891
• Fix for reserved word Profile when checking in forms          T#4867
• Fixed a bug in which certain Process Timeline configuration settings were lost on export/import.       T#4882
• The ShowAttach eForm control now supports setting the GroupName to "" which will only display attachments that have no GroupName associated with the attachment.        T#4913
• The Set Form Data feature has been updated to ensure that deleted form fields are not orphaned.    T#4917
• Mobile devices can now run eForms from within the eForm properties page.            T#4920
• When you open a Task via your Task List, and then complete it via eForm, the completion now only causes the the parent Knowledge View (Task List) to refresh. The eForm will not refresh, preventing possible data loss.    T#4911
• Process Timelines and Workflows now have a setting to automatically display the eForm if the next task assigned to a user is in a sub-process.         T#4908
• When multiple users are assigned a task using the "All in series" option, the system will only only notify each user when the task is actually assigned, instead of notifying all users when the task begins.         T#4949
• When using the sysvar on an activity that runs multiple times, the system now returns the correct due date.  T#4748
• The "Analyze Timeline" feature that shows the users that have completed an activity, and the time it took to complete the activity, will no longer show cancelled users in the list, only those that completed the task.     T#4549
• Support the syntax [<> ""] in any condition builder when searching for form fields that are NOT empty.          T#4999
• If a Tabstrip's first tab is hidden, the eForm will now select the FIRST visible tab when the form is opened.    T#5037
• Anonymous users will no longer see the "Save and Close" button on an eForm, as they cannot retrieve saved eForm instances for later completion.  T#5045
• User pickers on form fields that use "RULES" will now use "current" form data in the evaluation of the conditions, instead of using the persisted form data from the database. This enables you to dynamically control a user picker based on changes to other fields on a form.    T#4799

Enhancements:

• Process Director automatically adds a Form Lock control, if needed, to eForms whose definitions are configured with "Enable Form Locking" set, but which do not have a Lock Form control in the eForm Template.    T#4894
• Enhanced security using X-XSS-Protection for Chrome, Safari, and Internet Explorer, using the XSS filter setting "X-XSS-Protection: 1; mode=block" in the HTTP header. When the browser detects a cross-scripting attempt, it will stop rendering the page completely, rather than attempting to sanitize the attack and render the page.         T#4856
• The "Fill Dropdowns" tab of the eForm definition now supports filling dropdown controls with a Business Value, replacing the need to use the Fill Dropdown from DB Custom Task on the Custom Task Event Mapping tab.      T#4751
• When showing form field audit history, Rich Text fields will now be shown with HTML formatting.      T#4869
• An option was added to allow disabled "ShowAttach" controls on a form to still show the "History" link even if the control is disabled.  This behavior is set globally using the following custom setting in the VARS file (default is "false"):   bp.Vars.ShowDocHistoryWhenDisabled = true;         T#4881
• Applying or releasing a lock at the folder level will apply/release the lock on all of the content objects contained in the folder. T#4859
• The User object in the SDK now contains a variable, LoggedIn. LoggedIn is true if the user is logged in. Web services is wsUser.asmx that return User objects now include this variable. The User object now also has a function, UpdateLastActvitityTime, that sets the user's LastActivity time to be the current time. There is a new wsUser.asmx web service, UpdateUserLastActvitityTime, to do this as well.    T#4787
• The EMAIL_RESULT_LINKS system variable will now show the "Accept" option only if the step or activity is configured to require a user to accept the task (i.e. "Assign To First User To Accept").      T#4886
• Added bullet support for rich text fields on an eForm.          T#4885
• Performance enhancements related to deletion of users, form instances.     T#4858
• Users can now ACCEPT a task from the task list when the task assignment option is set to the "First User To Accept Task" option in the step's configuration).            T#4889
• When a task is configured to "Assign task to first user to accept", there is now an option to enable the user to accept the task directly from the task list, rather than having to visit the form.      T#4887
• You can now set a business value property associated with a knowledge view to the specified column in the first or last result produced by that knowledge view. Primarily useful when the knowledge view results are sorted (as configured in the knowledge view definition).    T#4853
• A new reporting engine is available for Process Director that provides the option to use a Flash-based report designer, or an HTML 5 based designer.            T#4914
• New properties have been added to the User object returned from the GetUserBy* method calls in the wsUser web service.AcctLocked - true if user account is locked out AcctDisabled - true is user account is disabled         T#4938
• Using the "None" option in the System Variable Chooser dialog box to set a DropDown or Listbox control in the eForm Definition's Set Form Data tab will now set the value of the control to an empty string.   T#4915
• New web service methods have been added to the wsUser web service: EnableUserAccount, DisableUserAccount and ReplaceUserNew methods are available in the User Class of the SDK: EnableUser, DisableUser, ReplaceWithUser      T#4937
• Two new web service and SDK methods, LockUserAccount and UnlockUserAccount, are now available to Lock and Unlock user accounts    T#4933
• A new web service method, SetGroupName, has been added to wsContent to set or update an object's Group Name property.         T#4924
• A new web service call is available in wsUtil.asmx, named ConvertSysVarsInString. This method will convert all SysVar values in a supplied string.    T#4901
• Dropdown controls that are filled from the Fill Dropdowns tab of an eForm definition will be filled only after all other Custom Tasks on the Display event have been processed. T#4927
• When a new child folder is created, the auto-start workflow options of the parent folder will automatically be copied to the new child folder.     T#4955
• A new system Variable, 0, has been added. This system variable returns a Boolean value that indicates whether the task is still waiting for acceptance. This variable is useful in the context of a task that is assigned to the first user to accept the task.           T#4910
• When using the Timeline Definition system variable in a Knowledge View's filter condition, the "Matches" operator is now available for comparison, just as it is for the Workflow Definition system variable.       T#4952
• When using a Knowledge View eForm control, QueryString Parameters are now URL encoded by default in System Variables.          T#4947
• If a Knowledge View returns data from two different eForm definitions, you can mix the use of the Form Field Picker and FORM system variables. Process Director will correctly parse the system variables to return the appropriate data.       T#4954
• Three new system variables return the folder path for attachments/references (with an optional groupname): FORM_REFERENCE_FOLDER_PATH, WORKFLOW_REFERENCE_FOLDER_PATH, TIMELINE_REFERENCE_FOLDER_PATH. See the System Variables Reference Guide for implementation details.          T#4958
• The FORMAT option on Timespan system variables can now concatenate multiple format strings to return complex formatting results. For example, a DateDiff system variable formatted as "0" might return the notional result: "2 days, 4 hours, 23 mins".      T#4900
• The result/branch option "Allow this result/branch to be completed from the users Task List" will now display a small popup that indicates that the task's completion is in progress after the user completes the task from the Task List. Additionally, if the result/branch selected is configured to require completion comments, the user will be prompted for comments before completing that task.     T#4951
• If a user has a lock placed on a folder and creates new objects inside the folder, the new objects will inherit the lock state of the parent folder.           T#4967
• wsWorkflow.asmx and wsTimeline.asmx now each contain a new web service, Cancel. The Cancel web service takes a Workflow or Timeline instance ID, and cancels the associated Workflow or Timeline instance.  T#5020
• When assigning a form instance to a case instance using the AttachKView (Attach Objects with KView) control, you can switch the form instance to a different case instance by selecting a different case instance from the picker.      T#4970
• A new right hand side variable exists called "Is Empty". It is only displayed for form field sysvars on the left that are of type "string".   T#4942
• A Knowledge View now has the option of entering case mode by searching on form instances. This appears in 2 places in the Knowledge View, 1) under the 'Advanced Options' tab under the "Perform this action when entry clicked" setting, this will allow the user to view the case when clicking on the row returned; 2) Under the 'Actions' there is a 'Case Mode Link' that will display an icon on the right of the returned results if the item is in a case.            T#5049
• When using the Set Form Data tab to assign form field values from a Business Value. Process Director will automatically group all field changes from a single Business Value into a single row.          T#5017
• allow separator characters to be passed in on the form field system variables for user and group pickers, e.g.           T#4695
• New option indicating whether to transmit the cookies using only Secure Sockets Layer (SSL). To enable this, set add bp.Vars.ForceSecureCookies = true; to PreSetSystemVars in the custom/vars.cs.ascx file.        T#5059
• The latest version of the Database Custom Tasks now supports result caching.       T#5022
• Text change on lock/release buttons for Folders indicate that children will be locked/unlocked.         T#5034
• The interface for configuring data to fill Dropdown (and similar) controls now resides in the SysVar configuration, rather than as a type of Property in the Business Value configuration.           T#5047
• This enhancement provides improved responsive display for eForms when they are viewed on smaller screens, such as those on mobile devices.     T#5046
• A new option will appear in the administration page for a running timeline activity or workflow step, if the current user is running and assigned a task for that step/act. The new link says "Open My Task" and will open the form in the context of the user's task.            T#5009
• When generating a new form instance using the eForm Actions Custom Task, the form instance thus created behaves like any new form instance: it is unsaved, invisible to knowledge views, and empty of data. Once the form is actually opened, default values specified for the form fields are applied. The eForm Actions Custom Task now includes an option to save the form immediately upon creation. CAUTION: Use the option only if you know for certain that you need it. This option will prevent default data from being set, and may have other unexpected side effects. Caveat implementer.        T#5021
• The SQL Data Source tab will now accept test parameters in the Test Value column of the Parameters section. The test values will be applied when you click the Test Query button for SQL Data Sources. The Test Value column will NOT display if any other data source type is selected.  T#5039
• The new ATTACHMENTS System Variable enables you to return a number of attachment attributes.            T#5019
• The User class now has a Boolean property, EmailDisabled, which reflects whether Process Director can email the user. To enable and disable a user's email, use the EnableUserEmail and DisableUserEmail functions in the User class, respectively.          T#5052
• The Business Values Property page now allows you to view a data source's available tables, and those tables' available columns. It also allows you to test that your data source's connection, and allows you to test the syntax of your SQL command.            T#5016
• This custom task currently supports only the Bank of America financial gateway, but will support additional financial gateways in the future.    T#4956
• All user properties can now be edited via the User Administration page, via a new section titled "Additional properties".         T#3730
• The Rich Text eForm control will now strip any included JavaScript if HTML text is pasted into the control.    T#5091
• The optional "sub task" name is now available for any type of step/activity user assignment. Previously it was only used for form field and business rule assignments. T#5076
• A new sysvar was added that will return the IP address of the current user. The syntax is 10.1.7.18.  T#5061
• The routing slips can now show users from "all related processes", not just children or parents. This allows siblings to be displayed also. This is enabled on the Routing Slip control on an eForm be enabling this option. It can also be displayed in the process administration pages.    T#5060
• Group Description now displayed in group name list on "Group Chooser"     T#5079
• A JavaScript function can now be called during the initial load and al postbacks of an eForm.            T#5095

v3.54(11/27/2015):

Bug Fixes:

• Fixed scrolling to form control that caused an error in validation for Chrome browsers           T#4836
• The radiolist control now allows you to use double quotes to surround the display string in items.      T#4795
• Fixed bug where average business days elapsed was not shown correctly when analyzing timeline activities T#4801
• A business rule that is assigning users to a step/activity can now return users while pointing to a form field that is of type "text". Previously the form field type had to be a user picker control.   T#4843
• When the relevant option is selected, a Process Timeline WAIT activity will now wait for all sub-workflows to complete before advancing, as expected. A bug introduced in v3.48 had allowed the process to advance even if certain types of sub-processes (those initiated by custom tasks) were still running.    T#4814
• Changed the "One user must be assigned" option for steps/activities to "One user must complete". The traditional behavior, in which the activity, when started, will enter an error state if no individual is assigned the task, remains unchanged. Additionally, however, if the task is already running, and the user/s to which that task is assigned are administratively removed (leaving nobody assigned), the activity will also enter an error state. In order to take the activity out of its error state, administrative action is required (either cancelling the activity, or assigning a user and restarting it). T#4837
• Fixed a problem related to using a "jump to step" API in a workflow script.   T#4829
• Fixed issue with Slider controls on eForms that caused the data not to be restored.  T#4846
• Security fixes for removing unsafe strings from user and group names         T#4851

Enhancements:

• Dropdowns (and related controls) will now display all entries, even those with duplicate values. So, for example, if a dropdown populated with country names has two entries with the display strings "United States" and "USA", each with the value "US", both will now be displayed.    T#4807
• Partial support for rich text in PDF templates. Note: the behavior of this feature depends on a number of factors, including the way that Adobe incorporates rich text into its forms. Your results may vary.         T#4845
• The user permission (access control) list will now display the user and group names sorted alphabetically. The deny rules, and the other misc. permission types will be displayed at the top of the list. T#4774
• When the "First User To Accept" option is on for a step or activity, do not display the signature comments field because they are not completing the step at that point, they are only accepting the task which causes the task to be removed from the others task list.    T#4676
• Goals are configured to automatically evaluate on a schedule configured by the goal creator. Actual goal evaluation frequency, however, depends on several factors, including the frequency with which activity checks are being run within Process Director in general. When saving a goal definition, Process Director will try to determine if the goal is being scheduled for evaluation more frequently than activity checks, and will display a warning if that is the case. However, note that goal evaluation frequency is always approximate.        T#4785
• Sysvars now feature additional formatting options using these modifiers:case=upper (convert to all upper case)case=lower (convert to all lower case)substart=<number>, sublength=<number> (select a substring of the specified length beginning at the specified starting position)    T#4840
• You can now add multiple (identical) permission records at once on the object permissions page by selecting multiple users or groups. Once created, each record is independent and can be changed or deleted independently.          T#4773
• Process Timeline definitions now show the PRID in the settings.     T#4811
• Knowledge View HTML Code Display option now displays in mobile view    T#4850

v3.52(10/16/2015):

Bug Fixes:

• will now evaluate to the last event name/result that was processed on the form     T#4682
• Do not display an error if an object is set to an attribute or category that does not exist in the schema.           T#4733
• Fix: Printed routing slips on eForms are now localized        T#4709
• System variables in Knowledge View names are now supported and displayed correctly in the title bar.         T#4725
• Fixed style issue on Chrome when displaying a Custom Task that showed a popup window. T#4710
• Restores previous behavior of evaluation of expressions in a CALC control in which divide-by-zero errors are ignored and yield 0 (zero) as a result.    T#4746
• A knowledge view will no longer show the message that says too many items were found if you've filtered the list down to a result set that is less than the maximum that can be displayed.     T#4690
• Incremental Form Saves will now work correctly with Anonymous Users.     T#4720
• (SDK option only) When using the RoutingSlip eForm tag in Visual Studio, Intellisense now shows the ShowNotifyTasks attribute for the control tag.  T#4678
• The datasource connection will display a better error message when using a File System connector with bad credentials.      T#4558
• When an anonymous user completes a task, and then clicks on the email link again, they will now get a page displayed with a message indicating they completed their task instead of seeing the login page.  T#4696
• Object versioning involving custom tasks configured with localizable names ("(xxx)") now works as expected.           T#4692
• The default setting that allows the caller of a Process Director web service to pass a user id and password on the URL, has been changed from false to true. To turn this off set this in the custom vars:   bp.Vars.fWebServiceAllowCredentialsURL = false;     T#4724
• Administratively setting activity due date or duration in Process Timeline instance administrative view now works as expected for activities that were previously rolled back (via iteration or branching). T#4702
• In preview mode, tooltips on form fields now correctly specify field display conditions (visible/hidden, enabled/disabled, and required/optional).           T#4679
• Fixes for Form Audit Data when showing audited fields as tooltips. T#4614
• The option to "Automatically show user's next task" is now supported for anonymous users and when a process starts a sub-workflow.          T#4738
• When adding a new form field or changing the data type of an existing form field on a form definition when there are pre-existing instances of that form, the results can be unpredictable when using that new or modified field in a search, condition, or sort. An existing feature enables you to set a value for a new form field in pre-existing form instances. The same feature will now enable you to retroactively change the data type of a form field whose data type has been changed.   T#4687
• When using the "run async" option on a timeline activity that starts a sub-workflow, the activity could complete before the sub-workflow finishes prior to the sub-workflow starting (only applicable when using the complete activity when all sub-processes are complete flag is set)    T#4694
• Clicking on a task assignment link within an email notification when not previously logged in now works as expected for steps/activities with email invitations enabled. T#4718
• Fix for Business Values which now support currency columns for calculations in Knowledge Views    T#4775

Enhancements:

• The Active Director and LDAP syncs now show the last time executed, and last result in the list of sync profiles        T#4274
• Hide impersonate option on user admin configuration screen if compliance option is not licensed      T#4734
• A new web service (GetUserTasksByEmail) and SDK call (GetTasksForEmail) are available to get the tasks for an anonymous user, using the email address of the user        T#4744
• Sometimes you can find yourself with a number of processes stopped due to the same error (for example, and external database might have been unavailable). You can now cause all workflows or timelines in an error state to be restarted. In debug mode (only), a knowledge view returning process (workflow or Process Timeline) instances will offer a new action for selected items, "Restart Error Workflows". Select the process(es) you wish to restart and click on the action link.     T#4660
• When a user delegates to another that is already running in the same step/activity, the original user is cancelled and the other user is left running. When undelegating there is now an option that will allow the original cancelled user to be restarted if that step/activity is still running.  To enable, set this in the custom vars file in the PreSetSystemVars() function:   bp.Vars.fEnableUndelegationRestart = true; If this flag is not set, the existing behavior is unchanged.  T#4732
• The automatically created bpProcessTask database VIEW now includes activity types of PARENTS. Previously this VIEW only included step and activity types of USER and SUB-PROCESS.            T#4747
• You can now suppress the form validation error messages on the form when using the option to display error messages in a popup. This behavior is enabled by setting this flag in the custom vars file:   bp.Vars.DisableInlineErrorsWithPopup = true; T#4701
• Users may now configure Form Data Set entries on a Form Definition, which will set Form (Instance) data, analogous to "Set Form Data" Custom Task entries.          T#4703
• When a user is assigned sequential tasks in a workflow or Process Timeline, a setting in the task configuration allows the next task to be displayed in the same window as the previous one (see "Advanced Options Tab" in the Process Timeline Activities documentation). This feature now works even when the next task is in a separate process (such as a sub-process). See the documentation at http://doc.bplogix.com/content/implementersreference/process_timeline_activities.htm#_Toc421536172           T#4745
• Improved expression processing for calculations    T#4698
• Sysvars now work as expected when used within the group name property of the Email Data form control.    T#4739
• Added support for a new system variable "ALL_RUNNING_STEPS" that will return a comma separated list of running step names when using parallel threads.           T#3674
• Objects can be locked from a folder level using the checkout option. They will also now appear in task lists that have the checkbox set to show checked out objects.   T#4731
• The activity_check.aspx page that is scheduled to run to process timers can no longer be run from a remote host. It can only be executed from the local server where Process Director is installed, or run remotely when logged in as an administrator. T#4713
• Enhanced object locking capability, most notably the ability to lock definitions (including workflow, Process Timeline, knowledge view, business rule, etc.) while working on them to prevent others from accidentally stepping on your changes. Please refer to documentation for the ObjectLockingEnable and ObjectLockingEnable settings in Vars for information on disabling or requiring object locking features.       T#4534
• Activities in error state are now highlighted in the process view        T#4770
• Process Director introduces new data virtualization capabilities with the introduction of "business value" objects. Business values are an easy and incredibly useful way to incorporate data from anywhere in your organization into your business applications. Please visit http://www.bplogix.com/wp-content/uploads/2015/09/BPL_WhitePaper_2015.pdfto download a white paper about this important new feature. You can also search our documentation at http://doc.bplogix.com with the phrase "business values" to learn more.           T#4677

v3.48(08/24/2015):

Please note: This version and beyond now require .Net 4.5 installed on the server.

Bug Fixes:

• A user filter on a knowledge view will now support "user IN/NOT (group or user list)". If it is a "user IN group list", the filter will be true if the user is in ANY of the groups. If you have "user NOT IN group list" then it will return true if the user is NOT IN ANY of the groups.    T#4641
• Previously when a timeline has parallel activities that start sub-workflows, both activities will show as active until both sub-workflows complete, then both activities will complete. This fix will allow the activity to complete as soon as the sub-workflow that it initiates completes.    T#4673
• Certain text input box data validation types, such as SSN and phone number, are now properly treated as strings rather than numbers in the condition builder.           T#4663
• Fixed a problem with email notifications when the vars file contains the setting 'bp.Vars.fEnableJavaScriptDev =true' T#4672
• kv.aspx reports are now compatible when run via bp.HTTPPoke      T#4649

Enhancements:

• The Knowledge View Display Type "Screen" was changed to "Desktop". This will only display the column if run from a desktop browser. A new Display Type of "Mobile" will now only display on a mobile device.        T#4664
• User group lists are now displayed alphabetically.  T#4666
• When using a kview to return process instances, and there are columns returning form data from the non-default form instance, the system will now support getting form data from the default form instance in the process using the system variable syntax.    T#4661
• When using the XLS import into a database, the optional column types may now have spaces after the ":".  The import will also strip leading and trailing spaces on column names.      T#4668
• Two new web services have been added to wsUser.asmx:    -- RemoveUserFromGroup removes a user from a specified group.    -- RemoveUserFromAllGroups removes a user from all groups.One new web service has been added to wsGroup:    -- EnumerateUserGroups returns a list of all groups in the system.     T#4652
• A new email type can be sent when a user is completed in a task because of a condition that caused the task to complete without their involvement. Examples of this include when a condition on a step or activity indicates it can complete before all users have completed (e.g. first to complete). This is only enabled when the "bp.Vars.fEnableEmailOnNotNeeded = true" is set in the custom vars file.NOTE: This will effect existing processes that use any function that causes a user to be marked as "Not Required", these users will now receive emails. If you do not want this behavior, add an "emaildata" tag with the cancel option and only make that visible when the email type is "not needed". T#4658
• Goals are an enhanced feature of Process Director enabling you to set global state based on conditions you specify. You can also specify actions to be taken (such as launching a process) when the state changes, and the frequency with which the conditions should be evaluated. See the documentation for more information about defining and using Goals.      T#4245
• Support the "instance=" parameter for more workflow system variables. STEP_STATUS, STEP_DUE_DATE, STEP_TERM_REASON, ACTIVITY_STATUS, ACTIVITY_DUE_DATE, ACTIVITY_TERM_REASON, ACTIVITY_START_xxx, ACTIVITY_STOP_xxx. For an example to use, to get the prior step instance termination reason use Not Set   T#4655

v3.47(07/16/2015):

Please note: This version and beyond now require .Net 4.5 installed on the server.

Bug Fixes:

• Support Japanese characters on the encoding of the XML data for the object versioning feature.      T#4498
• The condition TASK_NAME <> 'string' now works as expected.       T#4488
• Fix: When using multiple form instances in a workflow the conditions will now correctly evaluate the form field condition against the appropriate form instance in the workflow package.           T#4480
• The APIs for Web Services now report the correct Type for Array parameters.          T#4495
• NEW: When saving a Process Timeline definition, additional validations are now performed to ensure that control flow activities (jump, rollback) are configured appropriately. T#4506
• Fix: double-clicking the UPDATE button, while still to be avoided if possible, no longer results in undesirable side effects.      T#4491
• Fix: Groupnames of references attached to an eForm definition are now preserved on export/import. T#4507
• Fix: When cancelling a parent workflow that is running a sub-workflow step. the next step in the timeline will no longer be started and cancelled; instead, the next step will not be started at all. T#4493
• Process Director now ignores the "Accept Task" button when it is selected by a user who has logged out.     T#4483
• FIX: When converting an eForm using form locking to a PDF, the PDF will no longer display a message that the form is locked.         T#4524
• Box.net datasource now only appears if licensed.   T#4563
• Fixed an issue in which a workflow marked as complete could still have running steps.         T#4543
• Images embedded in email templates now behave as expected after import from another system.    T#4533
• Using the ProcessTask.Restart SDK API will now accurately restart the Process when using the call on a Timeline Activity for an Inactive Process.    T#4551
• All Process Users (Complete & Running) system variables can now be used on a Global Knowledge View.   T#4548
• Fixed a bug in the workflow instance administrative interface that displayed incorrect information in a tooltip associated with a step that has been deleted.      T#4531
• Improvements to the way that Process Director handles imported process definitions with steps/activities that have been modified on the target system. Note: it remains preferable to make changes on the source system, rather than the target (for example, make a change in your development environment before exporting and importing into production rather than making the change directly in production).        T#4529
• Fixed a bug in which deleting an activity from a Process Timeline definition did not always cancel that activity in currently running instances.  T#4539
• Copying a Process Timeline definition containing a Custom Task activity, and then exporting that copy to another system, now works as expected.    T#4538
• Fix for using the round-robin assignment of users in a Timeline Activity.      T#4580
• Fixed issues when selecting certain workflow branches in the workflow builder.        T#4605
• Business Rules will be displayed alphabetically in all pickers, showing those with "groups" first, then all those without "group names". T#4624
• Fixed bug when use eForm locking with TabStrips that are configured as an event field.       T#4593
• The DateDiff system variable now works as expected when used in conjunction with the INCLUDEENDDATE modifier.         T#4583
• Integration support for CS v4 now supports the return of a duration for video assets (e.g. 10 seconds), which can be displayed to the user in Process Director.           T#4644
• When setting the value of a date picker control programmatically (for example, using a custom task), any time information included will be discarded. Note that such information will not be discarded when setting the value of a date/time picker.        T#4609
• Signature comments will now be required when so configured, even for branches/results that are configured to skip validation.          T#4616
• Fixed a problem that could occur when displaying the workflow administration page under certain circumstances.      T#4590
• Made some adjustments to loop-detection logic introduced via T#4522.       T#4578
• Fixed radio lists in arrays when linked to a Dropdown object.          T#4610
• Fixed a problem in which a JUMP TO STEP CT in a workflow would fail to jump to the specified step if that step did not have any branches leading out of it.   T#4600
• Fixed a problem in which two users "accepting" a task at the same time could sometimes cause the task to be skipped as "not needed".        T#4623
• When used in a condition, sys vars referring to running steps or activities (e.g., 0), when used without specifying the name of a specific step/activity, default to the "current" activity. However, if multiple activities are running, the result can be hard to predict. Process Director will now first look at the context in which the condition is being evaluated: for example, if the condition controls visibility on a form, and that form is being viewed in the context of a task, the "current" activity will always be that task.         T#4612
• Fixed a handful of problems related to the DateDiff sysvar. Also introduced new options for the TYPE= parameter: FULLDAYS, FULLMONTHS, and FULLYEARS. Please refer to the documentation for information on how DateDiff is evaluated when used with its traditional or new TYPE= options.    T#4584
• Data type validation (for example, minimum and maximum values for data type "number") now work as expected for text input fields using empty text.            T#4654

Enhancements:

• Dates displayed in the audit log database viewer are now displayed in the user's local time zone.      T#4484
• NEW: The sysvars WORKFLOW_USERS_ALL_COMPLETE, TIMELINE_USERS_COMPLETE, and PROCESS_USERS_ALL_COMPLETE evaluate to a list of all users completing their tasks normally in the current process instance.         T#4509
• The sysvar returns the name of the step in which it is invoked (useful for distinguishing among steps running in parallel).        T#4489
• NEW: When impersonating another user in a task requiring re-authentication, you may now provide your own username/password to re-authenticate. T#4494
• The Process Timeline builder will now display all configured conditions in an activity (Start When, Needed When, and Complete When) in a tooltip.    T#4513
• NEW: The system variable TIMELINE_USERS_ALL evaluates to all users that have participated in the current Process Timeline instance.     T#4504
• NEW: Additional information is now available on the workflow/Process Timeline administrative pages about certain administrative actions (such as restarting an activity, etc.). T#4476
• NEW: Administratively resend a task assignment notification to a running task user. T#4282
• NEW: New sysvars and resolve to the name of the current step/activity context. Example: when used in a business rule that is invoked in a START WHEN condition for an activity, ACTIVITY_NAME will resolve to the name of the activity whose START WHEN condition is being evaluated. Note that this is not the same as the currently running activity, for example.         T#4499
• Sysvars STEP_RUNNING_NAME and ACTIVITY_RUNNING_NAME now evaluate as expected when used within a business rule Custom Task in the context of a running step or activity.     T#4478
• When copying an object in the content list, the "author" of the new object will be set to the user performing the copy. T#4510
• Embedded sections are normally wrapped within a SPAN or DIV. Setting WrapperTag to "NULL" will suppress such wrapping, so there will be no SPAN or DIV enclosing the section. T#4046
• Administrative cancellation of a Process Timeline parent activity will now automatically cause the cancellation of all child activities of that parent.        T#4517
• The ability to use a string to search for a user picker value now exists in the Knowledge View filters. Previously only a user picker was available on the right side of the filter.   T#4541
• The STEP_USERS_COMPLETE, STEP_USERS_ACTIVE, STEP_USERS, ACTIVITY_USERS_COMPLETE, ACTIVITY_USERS_ACTIVE, and ACTIVITY_USERS system variables now support the instance= parameter to return the appropriate step instance for iterative processes.           T#4550
• NEW: The Process Director SDK now enables JavaScript to get/set form variables using the syntax CurrentForm.FormControls["FORM_VAR"]. Set bp.Vars.fEnableJavaScriptDev to true to enable this JavaScript SDK.        T#4544
• Support for the versioning and application of a version, for all object types, including folders. T#4243
• The list of users returned by the ACTIVITY_USERS_COMPLETE can now be filtered by the selected result. For example, will return those users who selected the "Accept" result in the task "myActivity".       T#4540
• New encoding option for sysvars: the '>' encoding prefix will render the string produced by evaluating the sysvar into a Windows filename friendly format. Example: if yields "a$b", then yields "a_b".    T#4560
• Iteration (looping) within Process Timeline has been enhanced. A parent activity can now be configured to repeat its child activities (called an "iteration segment" or a "looping segment") in a loop. The parent activity can be configured with conditions that determine: - When the iteration is complete - When execution of the iteration segment breaks, completing the segment before all activities have been run - When the iteration segment returns to the parent, skipping any remaining activities within the segment (Users with programming expertise will note the similarity to the "do... until", "break", and "continue" control flow mechanics, respectively.)There are new system variables to support this function, ACTIVITY_RESULT_ANY_CHILD, ACTIVITY_RESULT_ALL_CHILDREN, ACTIVITY_RESULT_LAST_CHILD and PARENT_RESTARTED. In addition, parameters have been added to certain existing sysvars such as ACTIVITY_REACHED and ACTIVITY_NUM_TIMES_RUN. Please refer to the documentation for more information.       T#3432
• If a Process Timeline instance is determined to be in an endless loop condition, the problem activity will be placed into an error state. This detection logic can be controlled through 2 new settings in the vars file, nMaxActivityStarts and nMaxActivityStartsInLastSecs.    T#4522
• Additional audit logs were added for document/form check in, check out, and rollbacks. Additionally, a rollback will update the document version in the Content List with the older value rolled back to. T#4633
• Improve the performance of the export of the audit logs for large #'s of rows.           T#4576
• The internal VIEW created by Process Director named bpProcessTask, now contains a new column named Result which contains the activity result, or the branch name taken for a step.       T#4629
• A workflow or timeline will now put a running step or activity into an error state if it is assigned a user ID or UID that is not valid. Previously it would log the error but continue with the process. This will cause existing processes to go into error state if they are being assigned bogus user ID strings and you were previously counting on the behavior that logs and ignores the error.  This is also true for anonymous user assignments if the email address is not a valid format (it cannot validate the email address itself, only the format).          T#4647
• When using EDIT on the ShowAttach control on an eForm, it will no longer display the HISTORY tab in the popup. If a user requires access to the history of a document from the eForm, set the ShowAttach control properties to indicate "Show History". This will display a link on the form that opens a popup to the document history.         T#4634
• By default, the result of a parent activity is set to the result of the child task whose completion resulted in the completion of the parent (this behavior is new, previously the parent never had a result). A new option has been introduced in the configuration of a parent activity that will cause its result to instead be comprised of a comma separated list of every result for every completed child task. If the parent is configured to loop, only the results from the final iteration will be included. If the parent contains other parent activities, only the results from the children of that parent will be included; the results from the children of "subparents" will not be included.       T#4566
• When converting a form to a PDF, if the form has attachments, the "Download" link will now be displayed on Show Attach control on the PDF file allowing the documents to be downloaded from the PDF file. T#4594
• The IS_BUSINESS_DAY and IS_BUSINESS_HOUR sysvars (and a new, similar sysvar, IS_BUSINESS_DATE) can now  be modified to refer to a time other than the current time.110000     T#4592
• Fixed support for executing long running Custom Tasks on Rendering Servers.        T#4573
• Added better description and task list instructions to the page that is displayed when a task is completed through a link on the email.  T#4520
• The Knowledge View filters now support a "MATCHES" condition that is similar to CONTAINS but supports the ability to use AND and OR operators in the filter string. The filter string can also contain double quotes to force the search on that entire character string. If there is no operator between strings, or a ",", these will be treated as "AND". NOTE: Parenthesis are not supported. The default SQL parser precedence is used, meaning that "AND" terms are grouped before "OR" terms.        T#4611
• The ShowAttach control can now be configured to display thumbnails for supported document types. Please refer to the documentation to see which document types are supported.  T#4595
• Task assignments can now be made to non-authenticated (anonymous) users. The workflow user step and Process Timeline user activity properties now each have an option that allows that task to be assigned via email address rather than to a "known" (that is, authenticated) user. Please note: This option is only available on tier 2 or higher on premises, or cloud systems with an in-effect anonymous user package.  T#3742
• Added a new option to all date system variables to cause them to evaluate to their default value if that date is a business day, and otherwise to evaluate to the previous or next business day. The time portion of the date value is unaffected, only the date portion is (potentially) modified. The syntax is (Unknown sysvar: (date_var, OrNearestBusinessDay=Prev|Next)). Also added new system variable 1 that returns true if this is a business day, and false if not (similar to 1 ).   T#4571
• Native ASP.NET CheckBoxList controls are now available for use within forms created with the Visual Studio eForm builder. T#1665
• Native ASP.NET ListBox controls are now available for use within forms created with the Visual Studio eForm builder.           T#4591
• A workflow step or Process Timeline activity of type Custom Task, Script, or Sub-Process can now be configured to run in the background when that step or activity follows a user task. Currently, the eForm window of the user completing their task remains open after submission while these types of steps/activities are run. Checking the appropriate option on the configuration of the step/activity will cause any such remaining open window to close. Please note that, when this option is selected, if the user's task is followed (after one or more intervening "background" tasks) by another task assigned to the same user, the current behavior in which the window remains open and is refreshed with the eForm for the subsequent task will no longer be seen. Instead, the user will have to click the appropriate link in their task list or email notification to open the new task.   T#4581
• The amount of free space available for Process Director's database can now be seen in the Database Information section of the System Information page under the Troubleshooting tab in the Process Director Administration area.   T#4617
• The sys var  can now be used with a new "format=comments" modifier. When used in this way, the sys var will evaluate to the signature comments entered by the user who completed "myActivity". When used in conjunction with the "result=" modifier, the result will be limited to only those comments entered by users selecting the specified result.          T#4518
• Ensure all admin pages that are access have audit logs with the ID's of the item accessed.  T#4621
• Support ability to ZIP and return multiple documents in a single download    T#4604
• bpImport.exe now has an "export" mode, which pulls files from Process Director's Content List and downloads them onto the local file system.           T#4613
• Added audit logs specifically to anonymous access. This is enabled only when this flag is turned on in the custom vars:    bp.Vars.fAuditAnonAccesses = true;           T#4653
• Allow a restart of a running step that is a wait, custom task or script step. Previously, only a running user step could be restarted.      T#4650

Performance:

• Performance enhancement for forms with many CALC controls.      T#1699

v3.41 (03/25/2015):

Please note: This version and beyond now require .Net 4.5 installed on the server.

Bug Fixes:

• Fix: When using a condition to test the RESULT of an activity that has run multiple times as the result of a rollback, if the most recent instance of that activity was not needed, the RESULT was incorrectly returning the result of the prior instance. Now, the RESULT of an activity will evaluate to null when that activity is not needed.           T#4463
• Fix impersonation error messages when the user being impersonated attempts to access the IT Admin screens. Also, remove the message displayed to the user that is being impersonated, only display the message to the user that is doing the impersonation.        T#4472
• When using the option in an activity "Set activity result to list of all user results" option, the activity will be a union of all user results in that activity.      T#4451
• The Step/Activity Stop Date condition in knowledge views now works as expected when applied to steps/activities that have not yet started.   T#4421
• Option to copy attachments from sub process to parent now works as expected for all process types.           T#4464
• Upon importing a project containing a workflow and a business rule used in that workflow, Process Director now correctly includes that business rule when displaying the object links of the workflow. T#4473
• Improvements for load balanced systems   T#4412

Enhancements:

• New system variable encoding type for use in SQL LIKE conditions. The ~ encoding type will encode the special characters %, _, [, and ] in strings    T#4457
• New: The GROUP_USERS sysvar can now be configured to return users from any or all of a set of specified groups.  To take advantage of this features, use the modifiers GROUPS="comma,separated,list,of,groups" and OPERATOR=[AND|OR]. OPERATOR=AND will return the users who are members of ALL those groups (in other words, users in some but not all of the groups will not be included in the results), while OPERATOR=OR will return all users in ANY of those groups. The default is "AND".   T#4435
• When a sub-timeline completes, automatically run the timers on the parent process in case it is waiting on sub-processes to complete.          T#4436
• In a user task, specifying a default form definition will cause Process Director to automatically add an instance of that form to the process if no such instance yet exists. This same behavior now applies to notify tasks as well.            T#4465
• When generating the SQL VIEW for a form definition, it will no longer include fields marked for deletion in the form definition. T#4445
• The ContentObject.GetProcess member function will allow code to retrieve a Process which has the particular Object as a Reference.           T#4420
• The user delegation and system info admin pages were changed to require user admin and troubleshooting admin permissions respectively to view the admin page.  T#4439
• Allow the duration to be configured on a parent activity.      T#4401
• When using the option to delete document binaries from the system but leave the document, the custom error page named identified in the sCustomURL_DocRemoved variable will open in a new window instead of replacing the eForm being displayed. This will occur only when the user clicks on the download link on a document that has had its binary data removed (but the document artifact remains in the system).   T#4425
• Added the ability to turn off impersonation from each screen.           T#4442
• Support using [CURR_USER} in an email template or condition on an email for workflow NOTIFY task types.           T#4419
• Top navigation buttons are now highlighted when clicked.   T#4374

v3.25 (02/24/2015):

Bug Fixes:

• When using SAML authentication with users sync'd with an LDAP server, allow the deep links in an email to redirect to the SAML provider.    T#4402
• The BP Import utility now correctly supports the "Size" parameter.   T#4400
• ProcessTask.SetDuration now correctly sets the Duration of any Timeline Activity.   T#4405
• Fix: TASK LISTs containing an OR and a TASK NAME in the filter conditions now filter tasks correctly.         T#4395
• Fix: Radio button assignment via SDK within an array now works properly when a default value is specified. T#4392
• The "Copy Form Data" Custom Task can now set the DisplayString ("Display String") property of a Form Control in a non-interactive (Workflow, Timeline, etc.) context.          T#4386
• Fix: Prevents an error than would sometimes occur when deleting activities in a Process Timeline when using Oracle.           T#4388
• The "Convert to PDF" Custom Tasks now sets the PDF Page Size according to the corresponding configuration value.         T#4370
• The Permissions Report page no longer emits duplicate entries for child objects.     T#4371
• Document check-ins will no longer cause a rename of a script Document.    T#4379
• Fix: Events for Date pickers now work correctly when a form opens T#4346
• FIX: Fixed issue with DateTime control in arrays using StartTime, EndTime, or Interval.        T#4335
• Fix: Text fields that have a Currency data type now support field validations.           T#4342
• FIX: Improved performance when using fFormSaveUpdatesOnly     T#4355
• New: Ability to specify that a process initiator is  "in" a group and "not in" a group in the configuration of a knowledge view filter.         T#4349
• Fix for creating version snapshots of objects on Oracle and indexes created during installation.        T#4302
• FIX: Mobile browsers now redirect to home page after completing tasks      T#4290
• Fix: radio buttons now work properly when used as events in conjunction with eForm Custom Tasks.            T#1540
• Fix: When a workflow step is assigned to users in SERIES, and it is set to complete on the first branch condition that is met, the next user is now correctly assigned when the running user is cancelled or removed.    T#4336
• FIX: Fixed bug when setting form fields from URL on forms with Custom Tasks.       T#4309
• Fix: Knowledge Views now correctly search for empty date fields    T#4354

Enhancements:

• New: On the permissions administrative page, optionally indicate that permissions should be applied to all child objects EXCEPT form/workflow/timeline instances.    T#4411
• Add new format option to sysvars, format=distinct. This will remove any duplicate values from a comma separated list.          T#4389
• New: A new formatting option, FORMAT=AUTO, for system variables that return elapsed times (e.g. STEP_RUN_TIME) will automatically display the result in seconds, minutes, hours, or days depending on the value.         T#4410
• Rich text form fields will now display HTML formatting when used as columns in KViews      T#4377
• Ability to set PageSize for LDAP sync. This is set using the new LDAP_PageSize property in vars.   T#4385
• Allow a WAIT task in a Timeline to support an optional eForm to use for emails sent from that step. Also on the EFORM task in a timeline allow it to specify a due date action in the "wait" tab. T#4359
• Added new attributes in the user records for country and location. These values can be filled with the AD sync or via the XLS import of user information.        T#4363
• NEW: The "format=COMMENTS" modifier to a comment log control sysvar such as  yields the number of comments entered into that comment log.  T#4356
• ShowReport control now supports Image URLs and Image Only for popup reports   T#4369
• NEW: Added format="NUM_LOGINS" and format="LAST_LOGIN" to user sysvars. These options will return, respectively, the number of times the user has logged in and the last time they logged in.            T#4383
• Enhancement: WCF can now be used to call Process Director web services            T#4311
• Support for Topaz Signature pads T#4294
• Support returning the domain name on the USER sysvars. T#4304
• An import of an XML file now has the ability to create a copy if the object already exists in that location where the import is being done. This function is only available if there is a single object exported or a single folder. It will do the import as "original_name (Copy)" in the current folder.      T#2880
• When exporting a workspace the XML file will now only contain the user that were explicitly added to the workspace. Those users that are members due to group membership will not be part of the export XML file, just the groups will be.     T#4344
• New: Option to permit the name of a document object in the content list to be changed to match the name of the document being checked in. The default behavior remains that the name in the content list is retained even if the document being checked in has a different name. Use the following vars setting to override the default behavior:bp.Vars.fDocRenameLogicOff = true;              T#4358
• Improved the performance of certain types of knowledge views.      T#2809

Performance:

• Improve the performance of the export to XML function when exporting form definitions that have lots of submitted form instances (children).  T#4348

v3.22 (11/06/2014):

Bug Fixes:

• Note: When using email validation on a form field, the user must ensure there are no trailing spaces at the end of the email address. The system does not remove the extra spaces.   T#4246
• In older version of Process Director, Process Timeline activity results were specified using a comma-separated list. The display of the buttons on the form for each result followed the order in which they were listed. Now, when migrating from an older release to this one, the display order of the results will be automatically preserved. To modify the order, adjust the "Button Order on eForm" property of each result in the activity Results tab. T#4265
• FIX: The SetPartitionVars callback is now called prior to running Workflow Scripts   T#4259
• When rolling back to an activity in a timeline, the system will now use the "start when" and "needed when" conditions to determine if the activity should be started.      T#4251
• FIX: Radio button lists with embedded HTML are now shown correctly when printing.           T#4286
• The Validation CT (and Validation SDK calls) now validate "Required When..." Conditions correctly. T#4181
• Fixed: rich text fields no longer force their choice of font on you. Freedom!  T#4257
• Fix: rich text edit fields now behave themselves.     T#4261
• FIX: The FormControls property now correctly returns all Form Controls.     T#4256

Enhancements:

• New: Certain system variables now return information based on the sub-task within the activity/step. T#4255
• New: Enable form designer to add JavaScript behaviors via the OnClientClick property for Attach button eForm controls.      T#4239
• Users of the compliance edition can now have audit logs written to the database (not just the file system). This allows a search, view, and export ability for the audit logs from within the IT administration pages.         T#4213
• Improvement for forms using Form Locking. The granularity of catching forms that were closed by closing the browser has been improved.    T#4279
• New: The condition builder now offers "Business Days Ago" and "Business Days From Now" for date comparisons (in addition to the already existing options "Days Ago" and "Days From Now").        T#4258
• New: you can now customize Process Director behavior when a user clicks on a link for a task that is no longer active (completed or cancelled). You can specify that Process Director shows the eForm associated with this task by setting bp.Vars.TaskAlreadyCompletePage = "form.aspx"          T#4242
• New: When using the "manage users" administrative feature in connection with a running task, the user can now add himself to the task with a single click.    T#4252
• New: optionally do not display any results in knowledge view if the number of results exceeds the pre-set limit. Using this option is advised and can result in improved overall system performance.      T#4264
• New! Sections now automatically include HTML anchors. The anchor has the same name as that of the Section control.  Form designers can give their users the ability to scroll down to any section by providing a link (using the Hotlink control) with the URL "#SECTIONNAME" (without the quotes), where SECTIONNAME is replaced with the actual name of the Section control. T#4228
• Previously, when a new child activity was created, the default form definition for that activity would be copied from that of its parent. Now, the child activity's default form definition will be left blank; however, the child activity will still, by default, use the form definition specified in the parent. This technique makes it easy to create sections of Process Timelines that use a specific form definition without the need to specify that form definition separately for every activity. T#4229
• New: Knowledge views headers can be optionally fixed in place, so that the kview contents scroll but the header remains at the top. Note: at this time, using this setting will force kview columns to equal widths. We expect to provide the usual self-adjusting column widths in a future release.       T#3979
• NEW: A new option is available for bpImport (in the command line and GUI) enabling you to specify a minimum amount of time a file has to exist before it is automatically imported.   T#4238
• New: by default, when saving (submitting) eForms, only modified fields will be updated in the database. This option (fFormSaveUpdatesOnly in the custom VARS file) has been available up until now, but is now the default. This setting enhances system performance.    T#4283
• New for customers with Compliance Edition and multi-tenant web customers: Process Director now offers an Object Permission Report, available in the IT Admin section of the administrative interface.          T#4215
• New for customers with Compliance Edition and multi-tenant web customers: Process Director now offers a User Permission Report, available in the IT Admin section of the administrative interface.  T#4214

Performance:

• Added improvements to overall system performance when large kviews are in use. Applies to systems using SQL Server only.          T#4222

v3.20 (09/02/2014):

Bug Fixes:

• Fixed bug evaluating date-only system variables in business rules.  T#4044
• Comment logs text input is now trimmed (leading and trailing spaces removed). (Note: if a comment is required, something other than blank space must be entered.)  T#4070
• Fixed issue when using malformed Regular Expressions in a system variable.         T#4032
• Reduce the number of messages in the logs when an activity is recurring and has children activities. T#4043
• eForm "Label" controls are no longer grayed out when disabled.     T#4080
• Fix for converting certain Excel files into PDF.        T#4073
• Fixed a problem with the dropdown presented when configuring a branch activity of type "rollback".  T#4064
• Modified the semantics of the (Unknown sysvar: (WORKFLOW_RESULTS)) sysvar.            T#4010
• Group names assigned to documents within the Content List are now correctly preserved through export/import.      T#4037
• A recent update to Adobe Flash disabled printing and saving of reports. This release works around that issue.          T#4071
• Transform to Word CT now correctly handles form fields containing new lines.         T#4086
• The button name on the activity definition configuration popup is now called "Close".            T#4014
• Fixed incorrect value in PROCESS_TASK_DUE_DATE under certain conditions.    T#3692
• Fix enter key not working on edit boxes using EmptyMessage         T#4062
• Fixed an issue related to editing groups with members added via API.         T#4072
• When selecting a process definition while creating a kview, workflow and Process Timeline definition names are now properly sorted.            T#3781
• The EMAIL_RESULT_LINKS system variable now supports an HTML style syntax for the separator= parameter. For example, separator="[br]" will translate into "<br>" when displayed in HTML.        T#4040
• Fixes an issue wherein a dropdown display text was not properly set when the dropdown value was modified by certain custom tasks.           T#4091
• Business rules used to filter user picker selections now work as expected.   T#4118
• Fixed an intermittent issue in which completed tasks sometimes remained in the task list.     T#4085
• Fix: Restarting a Process Timeline using a Run Process CT activity now correctly attaches the child form instances to the parent Timeline.     T#4198
• Fix: System variable 0 now works properly in email templates.        T#4144
• Support for Japanese (and any other double byte character set) characters as Group Names in the Attach controls   T#4180
• Fix supporting extended ANSI characters such as é when importing CSV files into a database.         T#4208
• Support the system variable of "Task Name" in the conditions of an email notification for task types of "Notify". Previously this value would be empty because the Notify was not considered a task.     T#4145
• Fix: The sysvar 0 now evaluates to the correct value in all cases.    T#4179
• When starting a process via a web service call, email notifications now work correctly in cases in which the first step/activity of the process is a notification step/activity.         T#4195
• Fix: When uploading an update to an existing file in the content list using the bpImport tool (or a web service call), Process Director will now correctly launch the process (if any) specified under the label "Automatically start this process when objects are modified in this folder". Note: if your process depends on the previous behavior in which Process Director incorrectly launched the process specified under the label "Automatically start this process when objects are created in this folder", you will have to update this setting appropriately to correctly handle modified (rather than new) uploaded files.   T#4191
• Fix: Corrected a problem whereby, in certain circumstances, a knowledge view column did not correctly display the value of a dropdown linked to a dropdown object. T#4162
• Fix: Downloading multi-page TIF files now works as expected.        T#4197
• When a custom timeline script alters the state of a workflow or timeline process, it will be processed immediately after the script runs, so that changes made to the process state are immediately reflected to the user.            T#4196

Enhancements:

• Now supports an HTML break (<BR>) as the Separator string for showing form fields in an array.     T#4089
• When using the eForm lock control, background polling will no longer keep the user logged in. Additionally, Partition Administrators now have the ability to unlock forms from the Form Instance Properties page.         T#4102
• Added a new sysvar to check if a form instance is locked by another user. This can be used in a condition on a form. T#4041
• New option for processes to prevent first process task from automatically opening in a popup window when user submits a form.       T#3998
• Support for a new column in Task List Knowledge Views which allow single click completion of tasks.           T#3297
• Support for a new script API call in timelines (Timeline_Check()) and workflows (Workflow_Check()). These are optional overrides that can be defined in the script associated with the timeline or workflow definition.  T#4127
• Radio button lists now support binding to Dropdown objects           T#3995
• Curly braces can now be encoded on MS Word eForms, and in System Variables using (Unknown sysvar: ( as an open curly brace, and )) as the close curly brace.        T#1322
• Form definitions can now be configured as "read-only". If the relevant condition is met, the form will act as though the user does not have modify permission on the form (whether or not that would otherwise be the case). An open form in "read-only" state will not trigger form locking.    T#4103
• Drop down objects can be used for Radio Button lists in KView filters          T#3277
• Added support for a simple "format=[seconds|minutes|hours|days]" on the elapsed time system variables. Previously only the [d], [M], [ss], etc. and .NET date formatting were supported.       T#4066
• Condition builder: when left-hand-side is a date, right hand side now support rules and form fields.   T#4120
• New SDK call for restarting stopped timeline activities: ProjectActivity.Restart()        T#4108
• The Routing Slip now supports the ability to show the users and steps/activities in reverse chronological order (most recent at the top).          T#4094
• Timespan formats in system variables now support [dd] and [DD]. Additionally, all formats now support 3 columns, so [ddd] will pad the days to three characters.        T#4115
• When using a system variable in an email template, the system will now search all form instances in the process package for a matching form field if the "default form instance" in the workflow/timeline does not contain that form field.          T#4098
• Support the ability to hide users that were "Not Needed" or "Did Not Finish" in the routing slip. (Requires plugin v2.51 or greater.)       T#3572
• The EMAILDATA control in email templates now supports the inclusion of CC and BCC recipients. These can be taken from a form field or entered as a static list of comma or semi-colon separated email addresses. T#2318
• New: Process implementers can now specify that a given branch (in workflows) or activity result (in Process Timelines) will cause validation to be skipped. The feature is especially useful for steps/activities that include an option for the user to abandon or reject a form, which the user should be able to accomplish without, for example, filling in all required fields.  T#4081
• Enhanced string comparison capabilities in condition builder. You can now use ">", "<", "=", and related operators to compare strings. String comparison is generally alphabetic (so "AB" < "AC", for example), but is case sensitive (so "ab" > "AB"). Strictly speaking, the comparison is based on the Unicode value for each character.   T#4063
• May now specify a dropdown object in a condition even when the left hand side is a dropdown (that may or may not be linked to another dropdown object).    T#4068
• New: Process implementers can now specify a form instance for a particular notify step/activity. This feature is useful when configuring email templates to include information from a form instance other than the default form for that process. T#4099
• Empty date fields are now represented as null in db views generated for eforms.     T#4079
• New: Process designers can now specify one-time notifications a specified interval after a task is assigned, and one-time or recurring notifications after a task passes its due date. The intervals can be configured in the custom vars file.       T#4078
• New: Scripted behavior can now be added to the beginning or ending of any workflow step or Process Timeline activity. The script events WF_StartStep and WF_StopStep (for workflows), and Timeline_StartActivity and Timeline_StopActivity (for Process Timelines) can be used to trigger these behaviors within scripts.     T#4106
• New: the sysvar PROCESS_USERS_ALL yields a comma-separated list of all users who have ever completed a task in the current process; the sysvar TASKS_IN_ERROR yields a comma-separated list of any step/activity in the current process in an error state.  T#4125
• New sysvar "ACTIVITY_BOTTOM_RUNNING_NAME". Similar to RUNNING_ACTIVITY except the new sysvar excludes the parent activities (if any). T#4097
• Support for a DENY permission. This will take precedence over any permission granting access. This has to be enabled in the IT Admin installation settings section under "Global Settings".   T#3701
• Support for integration with MS Dynamics CRM using "Fill Fields" and "Fill Dropdown" custom tasks. Watch this space for more!       T#4059
• New API which allows executing code to determine if a user can be disabled (via AD sync, or through administration).           T#4039
• New: The digits= modifier to the sysvar will (if necessary) add leading zeroes to the number represented by that field. Of course, only works with numeric field values. Example:  will yield "007" if the value of numfield is 7, or "2014" if the value is 2014.         T#4082
• When exporting knowledge view results to Excel, the name and email address of the user running the knowledge view, and the data and time it was run, can now optionally be included.        T#4061
• New: If a default form instance is configured within a Process Timeline parent activity, then the children of that activity will use that same form by default. If the child activity is itself configured to use a different form instance, that form instance will be used instead.  T#4119
• New: Process Timeline activity results are now much more robust. They can include conditions (similar to "completed when" conditions, these control the activity result) and can be associated with icons that will appear on the form. When using "Activity Result" in the condition builder, the user now simply selects from a list of results specified for that activity.   T#4016
• New: you can now customize Process Director behavior when a user clicks on a link for a task that is no longer active (completed or cancelled). You can specify a message to be displayed and also specify a web page that will appear (instead of the eform that would have appeared had the task been still active).     T#4126
• New: Form designers can now configure the routing slip to hide notify tasks.           T#4101
• A new flag in the vars will automatically close the popup dialog after a check-in is performed (this is involved by clicking on the Edit link on an attachment on a form). This is enabled by setting this flag to true in the custom vars file: bp.Vars.fCloseEditAfterUpload    T#4053
• Process Director will attempt to set the appropriate display string when the value of a dropdown form field is changed using the Set Form Data custom task.   T#4104
• Make the behavior of an activity consistent when a start when condition exists. If an activity has not yet run, and it has a "start when" condition, it will prevent the timeline from completing until that condition is met. If that activity has a "needed when" condition and it was not met, the "start when" condition will be ignored.   T#4121
• New: The TRIM= sysvar modifier will remove leading and trailing white space. For example: if the value of SomeFormField is " a b c ", then  will render "a b c".           T#4136
• Support for a new system variable that can be used to determine the activity context it is being evaluated under. The sysvar is [ACTIVITY_CONTEXT] and returns the current activity being run under. This can be used on activity conditions and on business rules on conditions that are shared across activities.          T#4167
• New: new system variables for email notifications. EMAIL_INVITE_OK and EMAIL_COMPLETION_OK. These will return true if the step/activity is configured to allow an invitation via email or completion by reply email, respectively. T#4142
• In eForms, when using "Show disabled fields as text", radio button lists will now be displayed as text, rather than disabled radio buttons.       T#4135
• New: Form field sysvar formatting now respects the locale specified for that field in the form definition. For example, the form field sysvar   whose data type is defined within the form definition as "Currency", and whose locale is is specified therein as "Japanese" would render as yen.         T#4132
• Allow user to disable their emails from their profile page. If desired, this can be disabled by setting "fTurnOffUserProfileEmail" to "true" in the custom vars file. T#2738
• Group names in business rules are now case insensitive.    T#4190
• New: Users can now change their time zone in their user profile. If desired, this can be disabled by setting "fTurnOffUserProfileTimeZone" to "true" in the custom vars file.      T#4153
• Added a new option to the DateDiff system variable named IncludeEndDate. The value can be true or false (the default is false). If this value is set to a true, the system will include the "end date" in the date diff calculation. This will take into account the "business days" parameter and only include the end date if it falls on a business day.   T#4207
• Audited form fields in tooltips now support eForms which use Show Disabled Fields as Text T#4157
• Added support for using form data in a RULE that is used on a user picker popup. This will only use saved form data only in the evaluations of the conditions. T#4139
• New: Available for multi-tenant cloud customers and on-premise customers with the Compliance Edition option: A new log, "email.log", will track information about all email messages sent by Process Director. The email.log file is viewable from the "Troubleshooting" section of the administrator user interface (that is, in the same place as other logs).          T#4156
• New: By default, the RESULT of a user activity that is completed by multiple users will be the single result selected by most users. For instance, if two users pick Reject and one picks Accept, the activity RESULT is set to "Reject". In the case of a tie, e.g., if one user selects Accept and one Reject, the RESULT is set to "Accept, Reject". An option in the Advanced tab of the user activity configuration causes the RESULT to be set to a comma-separated union of all RESULTS selected by users. So, in the first example above, the RESULT would be set to "Reject, Reject, Accept" (order not guaranteed). (Note: other factors may influence the selection of a particular activity RESULT.)          T#4177
• Enable users to specify a system variable as the "value to return" in business rules returning a "value", "first value matching condition", or "list of values".       T#4146
• New debug setting which enables process step/activity due dates to be modified through configuration of an adjustment factor. Meant primarily for testing scenarios, this new feature allows you, for example, to configure task due dates to be only 50% of the configured time. Please note that use of this feature will also trigger the internal timer processing and activity checks on all pages which may hinder performance when enabled.         T#4130
• The WORKFLOW_ALL_USERS and PROCESS_ALL_USERS sysvars now include the process (workflow or Process Timeline) initiator (usually, the user who first submitted the form causing the process to be started).        T#4151
• New: When comparing strings (in the condition builder, for example), the system will first check if the strings appear to be numbers, and if so, will use a numeric comparison. Failing that, the system will check if the strings appear to be dates, and if so, will use a date comparison. Finally, the system will fall back to a simple string comparison.        T#4152
• Activities displayed in a dropdown picker will now be sorted alphabetically.  T#4096
• New: Configure a step/activity to require that at least one user is assigned. The default behavior remains: if no user is assigned, the task is skipped. In some instances, however, the use case demands that a given task never be skipped. If so configured, the process will enter an error state if no user is assigned.   T#4150
• New: In the context of an email reminder (such as within an email template), the sysvar represents the text of the rule triggering that reminder. Examples: "1 Day Before Due"; "Every 2 Days"    T#4137
• New: When displaying the value of a checkbox form field, you can now specify the text that is displayed according to the value of the checkbox. To do so, use the modifiers TRUE='string1' and FALSE='string2'. If the checkbox is checked, string1 will be displayed; otherwise, string2 will be displayed.   T#4149
• The number of instances (form/workflow/timeline) visible in the content list knowledge view is configurable using bp.Vars.nKViewBuiltinMaxResults = XX; in the custom vars. The default was also changed from 1000 to 100.  T#4187
• New: Form designers now have the ability to specify a size (rows and columns) for a comment log field.       T#4183

v3.18 (05/05/2014):

Bug Fixes:

• When using Process --> Running Users on a task list displayed an error if the task was for a timeline that started a sub-workflow, and the form instance was deleted. T#4018
• Warning messages are now displayed editing timelines if you will lose your changes.           T#4015
• Add additional audit logs as part of the compliance package. All successful administrative actions, and any attempted actions that are denied, will now be logged.      T#2167
• Some custom task (CT) configuration require an eForm to be specified. Doing so will no longer improperly attach the specified eForm to the eForm or process in which the CT is configured. T#3940
• Correctly retains information about process initiator in routing slip even if that user has been deleted. Please note: BP Logix continues to recommend that inactive users be disabled rather than removed.       T#3977
• A running activity type of "Wait" in the timeline can now be restarted, appropriately re-evaluating its due date.           T#3949
• Improved consistency of icons used within the Process Timeline builder.     T#3976
• Styles are now applied correctly when rows are added to arrays.     T#3685
• When setting a date/time object, if no date (or a null date) is specified along with a valid time, the date portion will default to the current date. T#3971
• Cancel all active TIMELINE tasks a user is assigned to when they are removed from the system.     T#4019
• Fixed issue with exporting Knowledge View to Excel with many filter conditions.      T#3965
• Support for large numbers in fields of type "integer".           T#3962
• Fix for Chrome for creating eForms from ASCX templates.  T#3956
• Fix for handling database errors better while logging in.      T#3959
• The click is ignored on the View of a ShowAttach that is displaying form instances. This only occurred when opening the form instance from a task list.           T#4003
• The Date/Time Picker control now respects the "Event" setting from the Form Properties. Generally, this control is deprecated and BP Logix recommends using separate date and time controls where appropriate.    T#3963
• Add string to system dropdowns for new "complete task from kview column" function           T#4027
• The MS Word custom tasks now properly replace <<bracketed strings>> inside document properties            T#4025

Enhancements:

• When using a form field that is a dropdown it will now support the "Does Not Contain" operator in a condition/rule.    T#3985
• Enhanced security on exporting of Knowledge Views and reports to the file system  T#3988
• New web service call to restart a workflow or Process Timeline instance, optionally beginning with a specified step or activity.           T#3975
• Allow custom http Content Types when downloading documents. This can now be achieved by overriding the CalcContentType in custom/vars.         T#4021
• Support "format=currency" option on the RULE and the CALC sysvars.       T#4001
• A Process Timeline "wait" task can now remain active until its due date is reached, even if all of its complete criteria are satisfied.     T#3950
• New System Variables: TEMP_FOLDER, TEMP_FILE_PATH, WEB_SITE_PATH, INSTALL_PATH. See system variables documentation for more information.         T#3970
• Form locking is here! Using an option on the form definition, you can now ensure that users aren't accidentally writing over one another's changes by having a single form instance open on multiple users' desktops. Please refer to the Implementer's Guide for information on using form locking, and the System Variables Guide for information on the relevant system variables         T#3763
• Added new rating control for eforms          T#3459
• By default, Process Director now displays a new style sheet, colors, and work spaces.         T#4017
• Support the ability to query the number of dropdown items in a list. e.g.       T#4006
• If a dropdown object is being used on a knowledge view filter, and the dropdown object contains an "empty" value (for example, "--Select One--"),  the system will remove that empty value, and will automatically add "<Any Value>" and "<Not Set>" to the dropdown list for that knowledge view filter. As a result, users can search for dropdown fields that are unset ("Empty Value"), as well as for fields that have been set ("Not Set").     T#3957
• Active Directory custom task now returns properties that are arrays in a string separated with newlines.         T#3991

v3.15 (03/24/2014):

Bug Fixes:

• Fixed PDF conversions for certain PDFs    T#3928
• Honor keepEmptyRows=true on a "date" type form field within an array.       T#3915
• Improved the logic for detecting recursive/circular business rule references. T#3926
• Fix for "Accept Task" in workflow steps.     T#3936
• Sub-workflow activity now displays due date expiration actions option.        T#3925
• Fix for the routing slip when using MostRecentInstance=true and ShowRunning=false. This was incorrectly filtering out completed steps/activities.     T#3946
• Filtering on a control name in the eForm audit control now supports Japanese characters.    T#3920
• Corrects a problem that occurred when using rich text edit fields in eForms with "Show disabled fields as text" selected.        T#3914
• Attached objects properly to Timelines a User runs from a Knowledge View.            T#3783
• Fixed issue with prompt-able fields on a KView exporting to CSV.    T#3875
• The export/import of KVIEWS that have a dropdown on the right side of the kview filter were not being imported correctly. The dropdown had to be reconfigured on the filter after the import was done.            T#3876
• Anonymous users can edit document attachments on eForms, if given anonymous write access permission. T#3878
• If you are running with SQL Server replication and you install a Process Director upgrade that alters the DB schema you can receive a message indicating "You can only specify the READPAST lock in the READ COMMITTED or REPEATABLE READ isolation levels".Enter this value in the custom vars file in the PreSetSystemVars(), run the Verify DB schema button in the admin, and then remove the entry from the vars file:    bp.Vars.nDBTransIsolationLevel = IsolationLevel.RepeatableRead;Add this line to the top of the vars file:    <%@ Import Namespace="System.Data" %>     T#3853
• Support a more granular level of filtering in the task list. Previously if a user was running in multiple steps/activities in the workflow, both tasks would always be displayed if either met the filter criteria. Now the filter will evaluate each task.     T#3860
• Eliminate error message when creating a new partition under certain circumstances.            T#3880
• Fixed Print button so it is enabled (when so specified) even on disabled forms.        T#3863
• Full text search now properly returns documents when using "document text contains string" in a knowledge view.    T#3864

Enhancements:

• Generally, Process Director uses a heuristic algorithm to determine which process is related to a given form instance. This new feature adds the ability for the [EMAIL_FORM_INSTANCE_URL] sysvar to include the ID of the process responsible for generating the email notification by including AddProcessID=true on the parameter list.   T#3924
• Support the ability to restart a timeline at a specific activity. Will treat subsequent activities as though they'd never run for the purposes of evaluating "needed when", "start when" and similar conditions.         T#3922
• Previously, a maximum of one notification is sent when an activity is predicted to be late. Now the notification email will be sent again if the activity moves from predicted to be late, to not predicted to be late, back to predicted to be late.       T#3882
• System variables are now supported in the names of attachments on forms.            T#3887
• The invite control provides a mechanism enabling the user to assign his or her task to a different user selected from a list (the "invitee list"). This new feature allows a business rule to be applied to an invite control, generating the invitee list from the results of the business rule. (The business rule selected must return a user or list of users; it may also return a string or list of strings if the strings correspond to user IDs.)  If using the "system variable" version of the control, add "InRule=" followed by the rule name.    T#3008
• Added new "impersonation" feature, enabling an administrator with appropriate privileges to impersonate another user on the system. The system will audit all activity taken while the impersonation is in progress, recording the real identity of the user in areas like the routing slip and audit logs. This feature is only available in the Compliance Edition.       T#3706
• Image control on eForms now use the HTML Title attribute  T#3901
• The Copy Form Data Custom Task now properly copies the text and value strings associated with dropdowns, user and group pickers, listboxes, etc.[SDK Users: Added ability to manipulate a Form Control's Display String property with the FormControl.SetValue function, and the ability to view the property with the FormControl.DisplayString property.]     T#3907
• The attach control now supports optional HTML text that will be displayed on the popup that appears when the "attach" button is clicked. This can be defined in the show attachment eForm control, and can contain system variables such as other form fields to add dynamic content to the message. The string should be well formed HTML or simple text.       T#3874
• Support for new system variables that can return the total size of references/attachment documents with an optional group name. [FORM_ATTACHMENT_SIZE], [WORKFLOW_ATTACHMENT_SIZE], [PROCESS_ATTACHMENT_SIZE], [TIMELINE_ATTACHMENT_SIZE]. All have the optional groupname= parameter.  T#3794
• Support for FIPS enabled servers. Not supported for the advanced reporting option or debug mode. Use with care.   T#3867
• When selecting the "Show Sub Processes" option on a routing slip eForm control, the routing slip will now display sub-processes 2 levels deep instead of 1.   T#3862
• When doing a replicate of permissions to all child objects in the Content List, the dynamic permission of "Object Creator" will now be evaluated for each object and the permission will be applied appropriately based on the user that created each object.       T#3756
• Added User.GetAllUsers and Group.GetAllGroups SDK API calls, as well as User.EnableUser member function.      T#3892
• Improve performance of some API calls. Add new option to vars to limit the usage checks when deleting an object from the content list. On production systems this check should not be needed because permissions should limit deletes. To turn off this more expansive checking set this flag in vars:   bp.Vars.fSkipWhereUsedCheck = true;           T#3888

v3.09 (01/09/2014):

Bug Fixes:

• When using "Most Recent Instance" only on routing slip controls on an eForm, respect the "Show Running" flag set on that control.   T#3728
• Fixed an issue with searching for users in a user picker      T#3744
• Notifications for activities that are predicted to be late did not fire correctly under certain cases. Emails configured to be sent when the activity is predicted to be late will be sent in all conditions now. However, they will only be sent 1 time for an activity, they will not be sent multiple times.       T#3754
• Fixed issues with Rich Text form control.   T#3759
• Fix a bug introduced with t#3697 supporting larger then 2gig files. The problem occurs on eForm definition check-ins. It can cause exported XML of that form definition to not contain the eForm images. Workaround: checkout and check-in eForm definitions after this patch is applied to resolve potential export issues.  T#3751

Enhancements:

• Changed button from Locate to Search in Knowledge Views. This can also be customized in the resource strings file.           T#3757
• When displaying references/attachments in a KVIEW column it will now display a list of icons representing each document/form/attachment instead of just names (which was previously limited to 3 names). This will allows the user to download the item by clicking on the icon. The icon tooltip will now contain the name of the file/attachment.            T#3753
• Form data changes only will be saved. This is to enable faster form saves and allows a degree of concurrent editing on a form instance. It must be enabled by setting this in vars:bp.Vars.fFormSaveUpdatesOnly = true;        T#1789
• System variable will now respect the display conditions on the branches in determining if a given branch should be included in the list.           T#3667
• System supports handling of document binaries better. This allows the document to remain but the binary removed (from the database or file system) and handle the error. It allows a custom page to be displayed (by setting sCustomURL_DocRemoved in custom vars).    T#3750
• Minor text changes on dropdown Custom Tasks for clarity. T#3597

v3.08 (12/18/2013):

Bug Fixes:

• Allowed the setting of new fields in an Array on Form Instances that did not have data previously for those fields.     T#3687
• When a step/act is deleted and then re-added, and import using an old XML will fail because the internal external GUID is different. The import will now use the act/step name when this condition occurs.      T#3680
• Support for server-side table controls (tr/td/table)    T#3700
• Fix for global Task List due date using Process Task Due Date system variable (only display if user is in task).          T#3692
• Fixed error when a form definition with Word-based comments is checked in            T#3683
• Fixed error with export to Content List        T#3677
• Fix for Manage Process Users on a KView T#3693
• Fix for required attach controls      T#3699
• Fixed bug with dynamic eforms scrolling incorrectly on IE 11.          T#3716
• Support export to CSV from global KVIEW, and remove options that are not supported.       T#3738
• Fixed form field remapping on eForms       T#3729
• When referencing an eForm in a user step/activity, automatically add this form instance to the process package if needed.    T#3736
• Fixed problem with users in multiple AD domains with the same userid        T#3726
• Kview showing array form fields displays a row for each array. In this scenario, fix bug using multiple process sysvars on kview columns and one uses instance= parms. The instance= was not being reset for columns using a sysvar that did not explicitly use that parm. Also, similar bug using a Business Rule on a column, it would only display the value on one row.  T#3727
• Fix for encoding of sysvars after a backslash.         T#3743

Enhancements:

• When a web service is called to replace an XLS document (e.g. bplImport) support the auto-XLS table data creation options configured on the file.     T#3688
• Support the extended user attributes on the user XLS import/export: Phone, Description, Title, Office, Company, Department, CustomString, CustomNumber, CustomDate     T#3695
• Fix for updating dropdown objects on a slow network          T#3682
• Forms can no longer be submitted after a user logs off.      T#3710
• eForms converted to PDF with a TabStrip now remove hotlinks on the tab.  T#3284
• Support Windows users on the XLS user import. This will allow the admin to create/update Windows users via the import, but still have them use the Windows SSO login.      T#3694
• A new DEBUG option exists on the form definition to support adding a new form field, and having all form instances updated with the field so the old form instances can appear in a kview when filtering on that new form field.           T#3679
• Option for faster form field saving. T#3705
• Added ability to clear disk caches from admin troubleshooting menu            T#3689
• Support for a new sysvar [NUM_KVIEW_ITEMS] that will return the number of items in a kview. The kview cannot support promptable filter data. The sysvar can take a parm for the fully qualified path name, e.g. [NUM_KVIEW_ITEMS:/folders/kview]           T#3636
• Added FileSystem support for Box (Box.net)          T#3719
• Support for additional user attributes, division, business unit, and MANAGER.          T#3703
• SSN eform fields are now automatically formatted  T#3740
• new sysvar for 1 that returns true/false       T#3720

v3.04 (10/22/2013):

Bug Fixes:

• Fix import of objects referencing custom tasks when the partition name contains a "/".          T#3638
• Fix for editing KViews to prevent loss of data         T#3642
• Fix the kview filter criteria of "user" NOT IN group   T#3614
• Signature comments required flag is now checked when completing workflow tasks via an email link.            T#3631
• Permission fix for editing Custom Tasks in Workflow Definitions      T#3650
• Changing the due date on a running workflow did not update the task lists of users. T#3656
• When syncing form fields in a workflow, sync the display string for dropdowns with the actual form value.      T#3621
• Do not start a new activity if the timeline is ending due to an end timeline task.         T#3599
• When inserting a marker into the logs, the marker will appear in the "Internal Logs" (rather than the "Script Logs") if the user is viewing those logs.     T#3671
• Permission fix while editing data source objects     T#3669
• Fix for Attach button on eforms failing.       T#3676

Enhancements:

• Added a REGEX Match to list of condition types in condition builder for strings, text form fields, etc. T#3604
• New feature to show form field changes as tooltips T#3648
• Support a list of group names in a show attach control on the eForm. The group names must be seperated by commas. The show attach can also display the group name for each document. T#3620
• KView filters now allow a dropdown object to be used on the right side of a condition for eform strings.         T#1647
• Support an option on the form field sysvar to include empty values in the list of rows returned, e.g. [FORM:colname, KeepEmptyRows=true]  T#3613
• Added links to SharePoint objects when showing attachments (References) in a Form.         T#3612
• Do not show empty step names in the step dropdown in the condition builders.        T#3607
• LDAP sync now allows longer URL and filter fields in configuration. T#3615
• Enhance manage process users to support completing a task on behalf of another.  T#3520
• Added new sysvar parameter for users ... AUTHTYPE.       T#3634
• Queue based workflow assignment (round robin, least tasks, etc.)   T#3579
• Add option to workflow step and timeline activity for group queue task assignments. This option will cause a new button to appear in button area asking who will take the task. Clicking this will mark the other users as not needed and will now display the appriopriate buttons.    T#3503
• Allow curly braces to be encoded in system variables          T#3643
• Enhancements to User SDKCreateExternalUser now supports optional domainNew GetUserByExtID web service APINew CreateExternalUser2 web service API which takes a domain          T#3652
• Support option on jump from step in workflow to indicate cancel all running parallel steps when starting the new step. Also support "stop step" that cancels thread when parallel steps are running.       T#3608
• Support FTS (full text search) returning forminstances, not just documents. T#3630
• New flag to enable load-balanced content cache.tbl.tblContent.LBAppCache.Enabled = true;            T#3646
• Added a new sysvar for listing users in a groups, [GROUP_USERS:groupname}. This is also available in conditions on the eForm controls.   T#3633
• You may now use System Variables in the Step or Activity name in routing slips.     T#3639
• The ButtonArea control now supports the SmallImage parameter.    T#3635
• Support a PK on every table for SQL Server transactional replication support.         T#3582
• Show Attach control can now use system variables as part of height in eForm builder           T#3624
• Prevent opening duplicate popup windows, such as eForms.           T#3641