FEATURES IN THIS RELEASE:
PT-5515 System Setup: Rewrite the Tracking Status Page in Angular
PT-5516 System Setup: Rewrite the Tracking Sets (Manage & Details) Pages in Angular
PT-5517 System Setup: Rewrite the Tracking Settings in Angular
PT-8804 Doc Type Setup: Automatically remove any Automatic Dictionaries when Searchable is turned off
PT-9427 System Setup Activity Report: Add Lookup Changes to the tracking and reporting
PT-9756 Limit the Size and number of Docs you can print from KWYK Search
PT-9781 Track Reports: Provide the Ability to Add Primary Entity Attribute as part of search criteria
PT-9796 Entity Type Setup: Rewrite the Manage Entity Types page in Angular
PT-9798 Track Reports: Add the ability to show/hide fields on the Track Report Results
PT-9801 System Setup: Rewrite the Doc Type Group Settings Page in Angular
PT-9877 Track Reports: Make row clickable instead of just the Title Field
PT-9879 Track Reports: Add the ability to show/hide Entity Attributes to Track Report Results
PT-9884 Workflow: For Internal Step Inbound Rules Provide an option to 'Keep the Current Assignment' or assign to the persion that initated/started the workflow item
PT-10022 Reduce data sync workload when adding a new attribute to a doc type and the attribute being added is not part of a lookup
PT-10094 Workflow: Allow to search for fields when adding to a workflow form
PT-10104 System Setup: Rewrite Manage Form Sets in Angular
PT-10105 System Setup: Rewrite Manage Forms in Angular
PT-10106 System Setup: Rewrite Manage Form Set Groups in Angular
PT-10107 System Setup: Rewrite Manage Form Set Details Page in Angular
PT-10108 System Setup: Rewrite Form Detail Page in Angular
PT-10111 System Setup: Rewrite the eReceipt Transactions Types in Angular
PT-10112 Merge the workflow Database into the Web Database
PT-10119 Workflow: Allow to reactivate a work item that has ended/been terminated
PT-10134 KWYK Search Changes: Reduce the default number of documents returned in a KWYK search
PT-10136 OLE: Provide Support for declining signing
PT-10220 System Setup Activity Report: Add when a user is inactivated to the report. Today it just has when they are added and deleted.
PT-10221 System Setup Activity Report: Add changes to application security to the System Setup activity report
PT-10222 eReceipt Setup: When importing Transaction codes default the Print Value to False instead of True
PT-10223 System Setup: Rewrite the eReceipt Exclusions Page in Angular
PT-10225 Remove the Analytics Menu option if they don't have the Advanced Analytics License Key
PT-10238 Remove the ability to Delete OLE Packages and expand the feature to archive and restore packages
PT-10291 Workflow: Add a new Step Type that allows you to start a workitem in a different plan
PT-10294 Track Reports: Provide the ability to add the Display Name of the related entity to the Track reports
PT-10305 Setup: Limit the ability to mark an Entity attribute as an import key to system admins only
PT-10325 Workflow: Allow the creation of a new attribute in the form designer
PT-10380 Work Item Search: Improve performance by eliminating the redundant search query to get the results count each time a search is done
PT-10422 Track Reports: When exporting results can we provide an option to either export Visible Columns or all Data
DEFECTS FIXED IN THIS RELEASE:
PT-9622 Workflow/OLE: User that has Manage rights to the WF Plan and Manage Rights to the OLE Profile cannot see the OLE package from workflow
PT-10079 Work Item Detail: Addressed an issue where documents are searched twice every time a work item is opened
PT-10195 OLE: Callbacks returned a 500 error when the CallbackKey and LegacyCallbackKey are different
PT-10158 Data: Add Entity Type Record: The "Documents" tab shows all documents in the system when the entity type has no key attribute
PT-10250 Settings Page: Made SMTP fields required that are not used in the Saas
PT-10292 Styling issues on the Integration Step
PT-10217 Styling issue on External Step
PT-10286 Get Entity API does not return results if you have an autoid as the general key
PT-10318 Saved Credentials were not clearing when password is reset and user can't log in without deleting these saved creds on machine
PT-10155 OLE: Package Detail: Missing declined detail when declining package with a long reason
PT-10358 Indexing Panel: Allowed to pick a Doc Type the user doesn't have access to
PT-10360 Last Activity Date is not consistently being updated
PT-10232 OLE: When opening a declined package the page scrolls you to the bottom of the page whereas the decline message is at the top of the page.
PT-10343 Occasionally CAB File Errors when installing eSign and eReceipt
PT-10408 Processing a specific pdf takes gets stuck in Uplink when trying to create a batch
PT-10401 PDF with Highlighted Text when rasterized shows an Opaque field therefore the data behind it is not visible
PT-10364 Track: Recurring Document Processor throws exception after upgrading to 10.3 when stop recurring rule is setup on a related entity attribute
PT-10438 Receiving an error message when opening the clients tab after upgrading
PT-10340 System Access Activity Report shows SaaS Load Balancer IP instead of clients' IP
PT-10443 Receiving Error when trying to view Activity Detail
Upgrade Notes:
- Please note if you've saved your Track Report Criteria, that URL will break when upgraded to 10.3. You will need to reenter your search criteria and save the new URL.
- Before upgrading to 10.1, please make that all clients are running the 9.4 version of the Identifi software. If not, when the older clients initially connect to the 10.1 server, it will fail to connect. However, the client should still be automatically updated.
- Anyone that has the 9.1 or 9.2 Machine Wide Installer running on their machine, you should upgrade to the 9.3 Machine Wide Installer. Anyone running version 8.4 or below is not required to upgrade. This is due to the introduction of a defect in the 9.2 Machine Wide Installer, which is removed in 9.3 (Defect 8767)
- If you have client machines which are also running MS Teams or any other piece of software that uses the Squirrel Auto-upgrade technology, then at upgrade time you will need to re-install the client on these machines as a result of fixing Defect 8320
- For all Uplink users, please ensure that your Multi-Function scanners are scanning at a minimum of 200 DPI otherwise you may experience issues with the barcode reading post upgrade to 8.4.
Release Notes
- Citrix not supported
- Image Documents over 2000 pages must be downloaded unless they are COLD Reports
- No viewing support for Power Point 2003 or .rtf files.
- Annotation support replaced by page number linked Notes
- The side by side settings file used by all client installers must be in the same directory and not run from the downloaded ZIP file
- The targeted Microsoft .Net Framework is 4.7.2
- For the purposes of collecting signatures from Desktop eSign or eReceipt, the only signing devices that are supported are the Topaz standard signature pads. We do not support any touch sensitive devices.
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