Laserfiche 12 Changelog

October 21, 2025

This major release includes Smart Fields AI-powered metadata extraction, repository field formulas, out-of-office handling for automatically assigned tasks, AI integration activities for Workflow, and customizable SSO login pages, as well as other features for: Administration Hub, Laserfiche Installer, Directory Server, Import Agent, Email Archive, Repository Server, Web Client, and Forms. It also includes the version 12 release of Scanning with minor updates and a UI refresh, additional language support for OCR, and minor updates and fixes for Desktop Client, OCR, Office Plugin, and Desktop Admin Console.

Suite-wide changes

Additional language support

Korean, Thai, Japanese and Italian are now supported in Laserfiche 12 applications. OCR through Laserfiche 12 applications also now includes Arabic and Thai.

Installer

  • An updated user interfaces makes it easier to manage existing installations with clearer upgrade indicators, a “bulk install/uninstall” option, and an improved user flow for installing multiple dependent components.
  • Automate installs or perform remote installations using the new Command Line Interface (CLI).

Other installer enhancements:

  • Service user configuration now available for all applications with service users, including support for gMSA users.
  • Optional central configuration file to save and use service user customization.
  • More easily install from local packages.
  • Simplified installation for all applications with fewer steps.

Fixes:

  • Spaces in the %localappdata% path no longer cause issues with Laserfiche Installer plugin extraction. (591125)

Known issues and limitations:

  • Upgrading to a Laserfiche 12 application for the first time will not preserve custom service users unless administrators pre-configure the service users with the central configuration utility.
  • Forms does not support fully silent installation and will open a configuration utility after install is complete.
  • Web applications such as Forms and the Repository Web Client no longer support IIS-related customization through the installer.
  • Removed outdated firewall exception rule for applications that previously had it available during installation.

Repository Web Client

Smart Fields

Provide a simple description for fields to automatically extract and process metadata using the new Laserfiche AI feature Smart Fields. from line-item extraction and complex table parsing to handwriting recognition and data analysis. Smart Fields works across different formats of invoices and other documents without additional manual configuration. Beyond direct extraction, Smart Fields can generate executive summaries, translate, perform sentiment analysis, and more.

Note: Setting up Smart Fields requires a one-time opt-in through the Activation Keys page on the Support Site, and is only available for subscription customers.

Repository field formulas

Repository metadata now supports formulas using the same syntax as Laserfiche Forms, allowing for basic calculations, date manipulation, and referencing other fields, making your fields more dynamic and useful. You can automatically populate an expiration date field, combine first and last name, set list options using logic rules, perform calculations across table values, and more.

Search enhancements

Repository search capabilities have been expanded to support more flexible and precise queries.

  • Saved custom quick searches now fully support relative date ranges like “last 7 days,” “today,”
  • Date-based searches have options for “begins after,” and “older than” when applicable.
  • Quickly apply OR and NOT logic across multiple keywords or values directly through the Repository Web Client search interface.

Repository settings restrictions

Administrators can easily set default behavior for searches and new documents and restrict settings at the user or group level through the repository administration page. The new Settings Restriction UI replaces previous manual attribute editing.

Office Plugin:

The included version of Office Plugin is now 11.1.2510.875 and includes a new system tray application for easier management of checked-out documents as well as various fixes. For more details, see KB 1014488.

Other enhancements:

  • Choose how hidden data is handled: saved; all existing and new data in the hidden field discarded; ignore changes to data since last save.
  • UI for setting HSTS and other security options, with secure defaults.
  • Additional Date formats supported for copy-paste
  • New debug log in Web Client for Laserfiche.IdentityModel, for easier login troubleshooting

Fixes:

  • Template designer now supports editing in-use fields, both those applied to documents and those assigned to other templates (585694)
  • Multi-valued field groups, both in table format and vertical grouping, can easily be reordered or have rows/groups deleted.
  • Easily reorder rules and list options in the template designer.
  • Addressed issue with linebreaks when rendered by LDPS. (602461)
  • Removing content from an Office document via Office Plugin no longer fails to save with an "Access denied. [9013]" error that discards changes. (596333)
  • Exporting folders to zip now correctly preserves accents by using UTF-8 encoding. (612729)
  • Field constraints with grouped regular expressions are once more supported in import dialog and template designer preview. (588120)
  • Fixed issue where 10k+ tag definitions could cause Browse.apsx to fail to load by specifying a custom larger value for MaxJsonLength in the registry key. (610369)
  • Fixed scroll when navigating to an entry in the folder browser by typing the initial letters. (587616)
  • Imported JPG images now correctly detect image orientation. (553047)
  • No longer receive "Object 0 is out of range (1,,250)" error when importing a signed PDF. (595137)
  • Syntax searches for dates no longer fail with "Date/time out of range. [9170]" for users with non-US locales. (492853)
  • When searching, child dynamic field values are now correctly automatically filtered without additional clicks. (579227)

Repository server

Repository search enhancements

Repository search capabilities have been expanded to support relative dates and date math directly through the syntax, such as “last 7 days,” “today,” and “more than 90 days ago”. The Repository Web Client searches automatically generate the new syntax.

Laserfiche AI Service

A new, separately installed service called by the Repository Server that supports the new Smart Fields functionality. The Laserfiche AI Service facilitates the use of the Laserfiche AI services hosted in Laserfiche Cloud.

After opting in to Smart Fields, customers will receive a limited Cloud Account to manage AI Service API keys, configured in the Laserfiche AI service.

Other enhancements:

  • Larger maximum description length for metadata fields for more robust Smart Fields implementation. 200 -> 2000 maximum characters.
  • New backend configuration option to increase Repository Server timeout setting for systems on lower performance machines.

Fixes:

  • A new service user configuration utility ensures that custom service user selection persists between updates. Administrators will still need to provide the user’s password for non-system users. (584023)
  • No longer receive PRIMARY KEY constraint error when attempting to destroy a versioned record where a page has been removed. (618310)

Administration Hub

  • Port connection details available on system diagram and application details.
  • Friendly name and description for servers in the server list.
  • Search name, friendly name, description, and installed applications in the server list.
  • Will display an update available notification for applicable applications.

Fixes:

  • Connections between Laserfiche applications using "localhost" are now correctly resolved to the machine's FQDN before displaying on the system diagram. (583261)
  • Fixed previous known issue: If multiple licensing sites are used in Directory Server, all sites must have the domain for the configured Directory Server connection user present as an Identity Provider. (551515)
  • No longer receive error when configured Directory Server user exists on target licensing site in both the expected AD IdP and an LDAP IdP. (551529)
  • Null value for DatabaseServer will now be filtered out, allowing the rest of the system diagram page to load correctly. (585572)
  • Resizing the browser no longer causes a duplicate system diagram to display. (596726)
  • The connection between Workflow and Directory Server when Workflow has a trustee directory reference configured is now displayed on the system diagram. (606463)

Directory Server

Customizable login pages

Configure custom login pages through a designer UI to reflect organizational branding and user experience needs. Perform further customization with CSS input or by referencing a custom login page file that will persist across upgrades.

SAML login improvements

Enable automatic SAML authentication by selecting the Identity Provider from the STS configuration page. Fully require SAML by completely blocking Windows Authentication for all Identity Providers, including the default domain.

New Active Directory Group Sync option

An alternate AD GS is now available for certain scenarios. Specifically, the new module supports (1) pushes changes from AD GS to the Forms server rather than waiting for the full Forms sync and (2) a different approach to failed user/group sync. This new approach will skip users that fail to sync, which may result in unexpected license assignments or missing licenses but ensures that sync will complete if other users are able to sync without issue, rather than rolling back to the last known good state.

Other enhancements:

  • Improved user search now includes all user claims such as email address and display name, and can be further refined using a simple search syntax such as “fn:” to indicate first name.
  • Group membership can now be exported.
  • Usernames in groups are now clickable to go directly to a specific user.
  • UI to manage HSTS and other security options for the Directory Server STS with secure defaults.

Fixes:

  • Addressed internet dependency in Redirect Allowlist feature. (583140)
  • Graph API integration for group membership now properly iterates through pages of groups rather than only adding the first 100. (594246)
  • Resolved issue with Edge autofill for username and password when Organization is hidden (Avante systems or when set by administrators). (558844)

Installer

Updated UI

An updated user interfaces makes it easier to manage existing installations with clearer upgrade indicators, a “bulk install/uninstall” option, and an improved user flow for installing multiple dependent components.

Command Line Interface

Automate installs or perform remote installations using the new Command Line Interface (CLI).

Other enhancements:

  • Service user configuration now available for all applications with service users, including support for gMSA users.
  • Optional central configuration file to save and use service user customization.
  • More easily install from local packages.
  • Simplified installation for all applications with fewer steps.

Forms

Out of Office handling for automatically assigned tasks

Users or administrators can indicate an out-of-office period for a user, causing that user to be skipped in any automatic task assignment such as team-based round-robin. Out of office status will automatically expire at the end of the designated period. OOO status is also visible when reassigning tasks manually and viewing the team list.

Other enhancements:

  • Public form drafts can now be protected with optional multi-factor authentication (MFA) using emailed codes, adding a layer of security for external access.
  • Relative date filters for end date and last updated date in custom reporting
  • UI to manage HSTS and other security options for the notification service
  • FormsObject scripting option: set a field required or optional
  • FormsObject scripting option: set tab title

Fixes:

  • "Allow these days of the week" date picker can now span multiple months. (609074)
  • Addressed Routing Engine crash caused by significant percentage of inactive users when attempting to send recurring email notifications. (592455)
  • Changes to initiator’s username in Directory Server no longer causes the instance to suspend. (602572)
  • Custom report filter for "is this date" now correctly follows the user timezone. (606494)
  • Fixed issue where null user_id from invalid user caused a LFF500-InternalError when opening an instance history. (614556)
  • Fixed issue where read-only datetime fields were editable when loaded in a mobile browser. (603651)
  • FormsMultiServerConfigurationUtility "test connection" now uses the port from the config file, properly detecting misconfigurations for non-default ports. (583665)
  • Insight reports are now visibly unavailable when "All Processes" is selected (rather than failing silently). (586125)
  • Links to files deleted by Data Maintenance are now correctly disabled in the UI rather than providing links that result in an error. (587334)
  • New Forms instances default to automatically receiving license update notifications from Directory Serve to ensure that subscription licenses are automatically renewed. (605116)
  • No longer receive "unexpected error" messages referencing {{icon%20||%20src%20||%20svgUrl}}" in Chrome version 137+. (594306)
  • No longer receive [LFF4112-PdfNetworkError] error when you use Chrome 139 with PuppeteerExecutablePath. (608482)
  • Participant migration to Directory Server now supports Participant User licenses. (592585)
  • Start of Text (STX) characters in variable column are now escaped when exporting reports, addressing issue opening .xslx file. (582496)
  • Team details page sort now properly applies across all pages. (369657)
  • For wide tables, mobile view now displays field labels correctly inside a Table (580794)
  • Lookup rule now clear values for read-only field when a change to a referenced field results in multiple values returned. (606590)
  • Previewing older forms with email confirmation fields no longer displays with bad alignment. (601362)

Workflow

The new AI custom prompt activity allows administrators to send prompts to the OpenAI API or to local OpenAI-compatible providers, including sending image files (jpg, jpeg, png, gif, bmp, tif, tiff, pcx), and configure advanced settings like system messages and conversation history. With these activities, you can extract data from unstructured text, automate document summarization, translate submitted information, and more. Workflow also offers a targeted AI translation activity, making it easy to get started with automated translation.

Other enhancements:

  • Workflow search support for instance messages for Error, Warning, and Message event types.
  • Workflow now distinguishes between user actions and automatic actions in Forms Submission tokens so that workflow can exclude its own changes.
  • AI token usage reporting for administrators to monitor usage of their connected LLM(s).
  • Add new advanced server option for AI activities under Activity Performance, Task Threads, and maintenance to provide performance options for administrators.
  • New web service type to support the AI activity. Supports connecting to several OpenAI compatible local LLMs and OpenAI through their API.
  • New Client Authentication option for Oauth 2.0 connections for Web Services

Fixes:

  • Expand/collapse icons in properties pane make the behavior clear. (576249)
  • Workflow activity icons are large with less whitespace, improving readability. (606801)
  • Activity type now shown in tooltips for activities with custom names (595056)
  • Fixed issue where some tokens did not resolve in Body Text for the Update Exchange Item activity. (592059)
  • Find User/Group/Manager activities now support returning LDAP trustees with a hyphen (-) in the name. (613303)
  • Fixed issue with continuing to add activites after the Route Entry to Folder activity that could cause the designer to freeze. (613306)
  • Fixed issue with ForEachRow sometimes skipping child activities when using a collection or table from a Forms Business Process variable. (602462)
  • Fixed issue with Update Word Document activity where some documents failed to update with error "Object reference not set to an instance of an object." (614027)
  • Once more removes trailing "@lfds" in the name when user is under LFDS root namespace at default, addressing regression in username condition checks. (616659)
  • Query Data activities no longer fail with SQL syntax error when data source is configured as Windows ODBC driver. (605969)
  • Search results pane now have a horizontal scrollbar rather than compressing all columns to fit. (586859)
  • Test dialog for Read JSON activity now matches the formatting used by the Pattern Matching activity for displaying mulitple values in the results. (586377)
  • Test token dialog now correctly interpets the nubmer format "00" as two digits. (577450)
  • Upgrading from Workflow 10.4.x no longer causes issues with starting rules and custom scripts (existing install directory and configuration are now preserved). (595144)
  • Workflow no longer truncates email subject before sending, instead allowing email servers to truncate to their unique limits. (585999)

Import Agent and Email Archive

  • Import Agent and Email Archive can now be installed directly from the new Laserfiche Installer.
  • Both Import Agent and Email Archive now support German, Japanese, Thai, Korean, and Italian. OCR support has been expanded to include Thai, Vietnamese, Arabic, and Hebrew; and distributed computing cluster has been expanded to include Vietnamese.
  • An import throttle option allows you to throttle the document import rate. For example, Import Agent can import at a much faster rate than Workflow can process the documents, causing a bottleneck and performance issues for all workflows in the system. In this situation, you may want to limit import to 1,000 documents every 10-15 minutes, depending on performance.

    Note: Laserfiche Cloud profiles will have the default import throttle setting automatically applied to them, which is to import at most 16 documents every 1 seconds. This option will be cleared by default for Laserfiche self hosted profiles.

  • For multi-repository Laserfiche Cloud environments, Import Agent and Email Archive now allow you to easily select a Laserfiche Cloud repository to import into.
  • Error logs for both Import Agent and Email Archive are now stored in the product's program data files for easy access, with additional events logged for better troubleshooting.
  • Profiles are now suspended, and their status is shown in the Laserfiche Import Agent or Laserfiche Email Archive Configuration Utility, when they are using invalid credentials to connect to a repository.
  • Import Agent and Email Archive will now retry, instead of terminating, when they encounter file lock errors or the repository server is slow to respond.
  • This release also includes an updated look and feel.

Fixes for Email Archive

  • Confusing wording that made it seem like the profile was not connected to the repository has been removed. (591983)
  • A more informative error message is now provided to support troubleshooting when Email Archive does not have permission to access the auth key file. (591642)
  • Email Archive now automatically reconnects to the Laserfiche repository if the connection becomes unusable. (568566)
  • Disabled SMTP profiles no longer continue to import emails. (600331)
  • Email archive profile changes apply instantly and no longer require a service restart. (551943)

Fixes for Import Agent

  • Import Agent now stops continuously trying to reconnect to the Laserfiche repository if the account it is trying to connect with has invalid credentials. Instead the Import Agent profile with invalid credentials will suspend and show a message in the Laserfiche Import Agent Configuration Utility. (553486)
  • If the “Delete unmodified files” option is selected under Post Processing, it will now correctly delete files even if the Move to field has a trailing “\”. (491676)
  • The File Filter option has been improved so that it’s more clear that you can enter custom file types. (552631)
  • The document date field is correctly populated regardless of the number of pages in the document, for documents imported via XML file. (516867)
  • Import Agent now consistently creates new versions for documents under version control, even when a session disconnect error occurs during import. (607860)

Known issues and limitations:

The license directory for Import Agent has changed, so Cloud customers will need to manually copy over their license. See KB 1014071 for more details.

Scanning

  • Scanning can now be installed directly from the new Laserfiche Installer.
  • Scanning now supports German, Japanese, Thai, Italian, and Korean. OCR support has been expanded to include Thai and Arabic.
  • Scanning now supports connecting to accounts with multiple cloud repositories.
  • Error logs are now stored in the %LocalAppData%\Laserfiche\Laserfiche Scanning\Logs folder rather than in the product's program data files. The logging level can be configured through the file C:\Program Files (x86)\Laserfiche\Client\Scanning\LFScan.exe.config.
  • This release includes an updated look and feel.
  • Various security improvements.

Fixes for Scanning

  • Laserfiche Scanning, downloaded from the web client, can now be successfully installed when a higher version of WebTools Agent is installed. (420670)
  • When keyboard caps lock is on, typing into a field with a constraint will now successfully input uppercase characters. (593065)
  • The Scanning report error "Parameter count mismatch" no longer is randomly displayed. (595151)
  • Dynamic fields added in document revision are now mapped correctly when scanning multiple documents using desktop scanning. (592848)
  • When Windows regional settings are set to Espanol (Colombia), the scanned document can now be successfully saved when it contains a datetime field. (523242)
  • When scanning from the Desktop client, dynamic fields added to a template now load correctly when fields use localized names that do not match the field name. This fix also ensures documents/pages are scanned and stored successfully. (524612) (525554)
  • All tokens can now be applied successfully when using scanning in a language other than English. (589166)
  • Scanning can now be successfully opened from the Desktop and Web client when the TLS 1.3 protocol is enabled or when TLS 1.3 is the only protocol is enabled. (591519) (592453)
  • A list field in a template no longer has duplicate values in the drop-down when the values of this field contain the default value. (612357)
  • Scanning multiple documents no longer removes metadata from a child dynamic field. (189913)
  • Scanning no longer allows the use of a comma as a thousand separator in number fields when the fields are using the Currency format. (592993)

Repository Desktop Client Suite

Desktop Client fixes:

  • Added user attribute [Settings]FolderTreeChildLimit to address performance issues expanding a tree item with 200k+ children in the folder browser. (531606)
  • Address performance issue with displaying metadata fields for the selected entry. (614008)
  • Duplicate repository display names saved in the registry no longer cause unexpected root folder behavior. (606672)
  • Dynamic fields once more display dropdowns when the number of options is below the value set in the attribute [Settings]MaxDropDownLength. (599035)
  • Fixed issue where loading dynamic fields list in the Desktop Client could cause the application to freeze and crash. (605936)
  • No longer need to open LFE shortcuts to a Cloud repository twice to get them to load. (612999)
  • Text in template fields once more properly wraps. (598097)
  • Undocking document viewer panes no longer causes the pane to fail to render. (596817)

OCR:

Now support Arabic and Thai for Laserfiche 12 applications.

Snapshot:

The Local Printer and Shared Printer versions of Snapshot are now available as separate applications in the installer, and can optionally be installed on the same machine.

August 27, 2025

Laserfiche Installer

  • You no longer receive an error when the %localappdata% environment variable contains a blank space. (591125)
  • You now receive a clearer error when trying to run an installation that you are not licensed for. (586950)

The Laserfiche Installer is unable to automatically update itself to resolve the issue concerning the %localappdata% environment variable. You will need to redownload the Laserfiche Installer from the Laserfiche Support Site.

August 8, 2025

Direct Share

  • Minor updates to the Account Administration user interface for Direct Share API key generation.

August 5, 2025

Updated the Laserfiche 12 download package with an update for the Laserfiche Installer and Laserfiche Workflow 12. The update includes the following changes.

Laserfiche Workflow

  • Resolved an issue where the Retrieve Business Process Variables activity could potentially return an empty collection or table token when the same variables are selected from multiple forms in the activity. This could prevent activities inside a For Each Row activity that uses the collection or table from running. (602462)
  • Resolved an issue that could cause Query Data activities to display a "Query Data ERROR [42000] [MySQL][ODBC 9.4(a) Driver][mysqld-8.0.43]You have an error in your SQL syntax" error message when the data source driver is set as MySQL ODBC 9.4 ANSI Driver. (605969)

Additional information

Workflows published on Laserfiche Workflow 12 version 12.0.2410.1928 or earlier are not affected by the Retrieve Business Process Variables activity issue. If you have encountered the issue on a workflow published on Laserfiche Workflow 12 version 12.0.2503.2695, after applying the update:

  • Republish the affected workflow and update running instances.

Updating running instances will resolve the issue for running instances where the Retrieve Business Process Variables activity has yet to run. If the Retrieve Business Process Variables activity has already run in the instance, the update will not retroactively populate the token.

June 23, 2025

Updated the Laserfiche 12 download package with an update for the Laserfiche Repository Desktop Client 12. The Desktop Client update includes the following changes and fixes:

  • Restored the Send to Laserfiche shell extension for Windows, allowing users to send documents to the repository directly from the desktop, double-click briefcases to import them to the repository, and correctly view Laserfiche briefcase file (LFB) icons in Windows. (587332, 587186, 588495)
  • Resolved an issue that could sometimes cause the Desktop Client to become unresponsive when selecting dynamic fields. (594641)
  • Resolved issues that could result in list values not displaying or displaying in the wrong place when scrolling in the search pane. (594988, 594993, 594003)
  • The Tools menu will include an option to open the Laserfiche Administration Console if the administration console is installed. (588495)

June 5, 2025

Updated the Laserfiche 12 download package with an update for Directory Server 12. The Directory Server update includes the following fixes:

  • Fixed an issue with the Graph API integration where not all Entra ID groups were being included for a user. (594246)
  • Fixed an issue where the Redirect Allowlist option unnecessarily required the STS instance to have an Internet connection. (583140)

June 4, 2025

Updated the Laserfiche 12 download package with an update for Laserfiche web client 12. The update contains scheduled security updates along with a change to the import dialog when importing a new document to an existing link group. The default selected template and field information now inherits the template and field information from the document that was the previous latest member of the link group.

April 7, 2025

This major release includes conditional field rules for repository metadata, a dynamically generated system diagram in the Administration Hub, OAuth support in various Workflow activities, and UI updates for Workflow and the Repository Desktop Client. It also contains other features for Forms, Directory Server, Workflow, Administration Hub, and Snapshot, and minor updates for Repository Server, Desktop Administration Console, and OCR.

See the following preliminary list of changes:

Laserfiche Installer

The new centralized installer provides a single point of reference for managing your Laserfiche installations, replacing the need to download the entire product suite in one package with a single lightweight program and making it much faster to upgrade.

  • View all available products with a description and link to release notes
  • See when updates are available and install them with just a few clicks
  • Quickly access comprehensive install logs
  • Store activation settings for easy future use
  • Optionally rollout installer settings using registry keys to reduce setup time

Known issues and limitations:

  • Custom configuration of Windows Services users is not handled in the installer for Workflow or the Repository Server. These service users can be manually set after upgrading.
  • Aside from the Office Plugin and Laserfiche Scanning, Laserfiche 11 products are not currently available through the installer.
  • Support for offline installation is currently limited, handled using command-line parameters and cached packages.

Administration Hub

System diagram

The dynamically-generated system diagram is a visual representation of your Laserfiche system, showing connections at both the server and application level. This includes attached SQL databases and configured application connections, such as between Workflow and Forms. This system overview is useful for onboarding new administrators, system documentation, and troubleshooting.

Export support

  • One-click export of both Windows Event logs and log files for all Laserfiche 12 applications, including IIS. Export can be done per-application or include all applications.
  • Server list export: the comprehensive Servers page now supports export to CSV for use in internal documentation, filtering, and reporting. This includes information such as available disk space, attached repositories, and application version.

Known issues and limitations

  • Large systems (10+ servers) are not well supported by the system diagram, and may be missing connections
    • Cannot display more than 12 server-level connection for one node (576773)
    • Fails to display all application-level connections if there are more than 12 connections on a single application card (581760)
    • Node-level connector may overlap in complex diagrams (581075)
  • Both Directory Server and the Administration Hub must be installed on a machine connected to a domain. Failure to meet this requirement will result in a ‘LFAH1000-ErrorConnectToLFDS’ error (554918)
  • If 'localhost' is used to configure connections between Laserfiche applications installed on the same machine, will incorrectly show connections as between Administration Hub server and the current server (583261)

Fixes

  • Loading the Servers page no longer flickers a blank page before loading (575323).
  • Fixed occasional slow initial load time for Servers page (572782).
  • Improved the Unknown status criteria (539263, 539306, 550760).
  • Various security improvements (576410, 576411, 550736, 551291, 551292, 551293).

Forms

Easier conversion to save-to-repository System Profiles

System profiles provide a server-level location to view and manage repository connection profiles. They are recommended as a best practice over process-level connection profiles. This update includes a new tab on the System Profile page that allows you to:

  • View existing process profiles and navigate easily to the process they belong to
  • Migrate multiple process profiles to a single system profile for better management
  • Delete process profiles once they are no longer in use

Testing enhancements

  • When a Forms process is run as a test, Workflow now receives a token to indicate that test status, allowing the workflow to run its own test branches based on that token
  • Forms processes can now be invoked in test mode from a workflow, using their existing test rules

Accessibility fixes

  • Add alt-text for forms, signature, and uploaded image thumbnails
  • Add labels to inputs and field types including checkbox, address, and geolocation
  • Keyboard navigation fixes including tab navigation for pages, autofocus on errors after submission, and date/time selection
  • Contrast fixes for links, inactive tabs, and date picker
  • Screen reader support for autosuggest, errors, and dialogs

Other features

  • Multi-Server Configuration Utility now supports wildcard certificates
  • Expand Header Security settings (HSTS) to the Forms Notification Service
  • Minor UI improvements for the reporting page
  • Support for Custom HTML when setting field values programmatically through LFForm.setFieldValues

Designer fixes

  • Leading zeros in Single Line fields in table/collection are now properly included in formula calculations (542915).
  • Deleting set/row in collection/table no longer retriggers field formula population (538524).
  • Javascript-based data validation through getFieldValues is now compatible with fields populated by lookups (575309).
  • Read-only Date Time fields no longer incorrectly appear to take input when using tabbed navigation (data submitted was unaffected) (573414).
  • Fixed conversion issue from classic forms for certain configurations of page breaks and field rules (569395).
  • Improved date validation and helper text for dates using DD-MMM-YY format to support 1-Jan-(20)50 and later (553436).
  • Rich format is now preserved when pasting to rich text field (553512).
  • Custom filters are now compatible with manually added table/collection rows with DateTime (551271).
  • Tooltip now correctly displays on last dropdown of field rule conditions (554448).

Additional Fixes

  • The 'ignore data when hidden' setting once more correctly ignores all hidden data, addressing issues with 'previous data or lookup data will be read-only' setting (570979).
  • Tokens can now be used multiple times within a single lookup rule (520758).
  • Signature field inside collection/table that becomes read-only on submission will now correctly retain the signature added in a previous step (527327).
  • Lookup rule sort by option "None" is now correctly still available after sorting by a specific column (538654).
  • Fields rules with multiple rules that include a checkbox or radio button are now properly applied (581997).
  • Can now configure multiple DB.NULL/Current User fields in lookup rules 'Use' lines (521096).
  • Dates calculated in fields using DD-MMM-YY format now display correct century when expanded (553187).
  • Default Date and Time can now correctly process defaults that use process variables and blank date values (573519).
  • Data in filled fields on PDFs are now correctly included when converting to image pages during save-to-repository action. (575971).
  • Test rule to replace "All email addresses" can now handle task reminder custom recipients when scope is for "All emails" (574490).
  • App picker configuration page now contains a link to the online documentation (552164).
  • App picker links now open in a new tab, matching the repository behavior. (579778).
  • Localization is now applied to number variables passed from Workflow via 'Invoke Business Process', fixing issues with comma delimiters (560624).
  • Ensure 'Microsoft.Extensions.Primitives.dll' is on the matching version when installing or upgrading, preventing the error 'Could not load file or assembly' (580618).
  • Fixed issues with licensing check sometimes causing application errors after app pool recycles (581224).
  • Fixed issue resulting in "UnexpectedError" when viewing submitted forms that contained certain combinations of geolocation and collections (576944).
  • Downloaded Excel Forms reports no longer contain extra worksheets (571211).
  • Improved handling for migrating forms participant to Directory Server when the username contains characters unsupported by Directory Server: provides an option to convert invalid characters to an underscore (_) and have clearer error messages (255922).
  • Removed extraneous period automatically added to Forms Server URL when Forms is installed in a machine without domain (491649).
  • Multi-Server Configuration Utility has improved specificity of invalid certificate error handling and separated WCF and HTTPS validation to reduce false errors (565802).
  • Multi-Server Configuration Utility now handles UserSyncClient.exe.config settings (525214).
  • Email configuration using OAuth now updates the token cache on each use, preventing expiration (539068).
  • Performance fix for workflow service task callbacks (548294).

Workflow

Testing enhancements

  • Workflow now receives a token, ‘%(Is BP Instance In Test Mode)’, that it set to “true” if a Forms process is run as a test, allowing the workflow to run its own test branches based on that token
  • Can now invoke Forms processes in test mode from a workflow, using the existing test rules for the process

OAuth support for Web Services and Email

  • Email server service authentication now supports OAuth for Gmail and Microsoft 365 (Exchange Online)
  • Web service activities can now use OAuth using the Client Credentials method
  • Add support for SharePoint Online to Workflow's SharePoint Create/Delete List Item activities (uses OAuth)

Additional enhancements

  • Better migration: import handling for workflows with "external objects" such as email server, data sources, and web services allows users to optionally select from existing external objects. The default option, automatically matching when possible, is unchanged.
  • Simplified Workflow installation, requiring significantly fewer clicks
  • Mutual TLS (mTLS) support for Web Services with client certificate authentication
  • Stamps applied by workflow now support Laserfiche tokens such as %(date)
  • Canvas and toolbar icon modernization

Known issues and limitations

  • The updated Workflow install does not support setting custom Windows Service users. These should be manually set after install or upgrade.

Fixes

  • Workflow validation now includes workflow file count limit for Retrieve Business Process Variables so that users are warned that they exceeded the limit (maximum of 20 collection or table fields) before attempting to publish (549733).
  • Improved maximum field count handling for Retrieve Business Process Variables: the same form variable used in two different forms is now counted as one variable. (550952).
  • User selection for variables shared between multiple forms in Retrieve Business Process Variables activity now correctly preserved (550957).
  • Database Query activity now creates a message showing the result count in the Message tab (566759).
  • Token picker now available for Reply To in Email Activity Advanced settings (554855).

Repository Web Client

Metadata enhancements

  • Conditionally required fields in templates using field rules
  • Pagination and filtering for multi-value field groups displayed as tables
  • Field labels shown in template-based searches, with field name available on hover
  • Total count of supplemental/independent fields shown when section is collapsed
  • Shift+Enter and Ctrl+Shift+Enter keyboard shortcut support for quick template navigation (previous shortcuts now supported again)

Template designer updates

  • Template designer no longer requires "Manage Template and Fields" privilege
  • Use new renderer when multiple templates are selected while viewing fields pane
  • Added back the "Integer" type under Number fields for option to fully exclude decimals
  • Support for existing backend setting to enable warning dialog when users leave fields blank
  • Display character count below the default value option for text fields in template designer
  • Support for Arabic RTL in the template designer
  • Aria labels added to template designer
  • Improve error handling when attempting to save or preview a template in an invalid state
  • Improved handling for invalid rule warnings in Template designer
  • List fields: support for reordering choices in a list field in Template designer
  • Field rules: support reordering fields rules for a template
  • Improve admin experience when working with a template that has dynamic fields set by displaying informational message

Search enhancements

  • "Not", "Is Blank", and "Is Not Blank" options are added for fields in search filter, allowing users to search by exclusion, and to easily search for blank/not blank without needing to understand search syntax or wildcards. (The default selection, “Is” search, functions the same as previous template searches.)
  • Multi-selection of custom quick searches, with the option to require either ALL or ANY of the selected custom quick search criteria

Other changes

  • Additional UI updates as part of overall Laserfiche 12 UI refresh, focused on Repository Administration and the Options page

Fixes

  • Scheduled security updates. (540759, 540763)
  • No longer need to manually configure TLS 1.2 for Business Processes in the Web Client
  • Fixed duplicated month name in the calendar drop-down when running in Arabic (553227).
  • No longer receive "Date/time out of range. [9170" when direct syntax searches contain dates in non-US locales (583154).
  • Fixed issue with annotation saving after repeated zoom in/zoom out (571210).
  • Required dynamic fields are now correctly auto-populated rather than requiring multiple user clicks (577077).
  • Setting "Don't ask me again" when inserting page now correctly remembers the selected option (577221).
  • No longer show duplicated month name in the calendar drop-down when running in Arabic (577222).
  • Fixed issue with EML parsing that sometimes resulted in "An invalid character was found in the mail header: ';'" (574804).
  • Fixed issue with EML parsing that sometimes resulted in "Specified argument was out of the range of valid values. Parameter name: i" (581632, 581785).
  • Importing a new document to a link group now correctly sets the link after import. (547096).

Repository Server and Desktop Administration Console

Increased default security

  • TLS can now be easily enabled through the Desktop Admin Console, rather than configured using netsh.exe

    Note: If a certificate binding for TLS on port 443 is already configured through an IIS instance on the same machine, it is not necessary to configure it separately for Repository Server.

  • Repository Creation Wizard requires setting a secure password immediately at time of creation

Other changes

  • Performance enhancement for entry listing

Fixes

  • Entry eligible for cutoff with Event + Time instructions no longer incorrectly blocks editing with the cutoff warning (9559) prior to cutoff (555377).
  • When the Event in cutoff instructions is modified for a cutoff-eligible event-based record, the status now correctly resets to ineligible (555384).
  • Can now set flexible records management filing dates to dates prior to 1900-01-01 (557727).
  • Can now load TIFFs with Multiple SampleFormat Values, such as some documents imported from OnBase. (583726).
  • Extended Full-text Search (FTS) timeout to prevent client applications from returning a 9479 error for text search when fuzzy search is enabled (565196).
  • Repository Server now installs the latest version of ActivationToolNet4.exe (565586).
  • Fixed performance issue when retrieving a list of entries with records management freezes. (575351).

Repository Desktop Client

Changes

  • Cloud support enhancement: directly support authenticating to accounts with multiple cloud repositories
  • Updated UI, including canvas and toolbar icon modernization
  • OmniPage OCR library updated to version 22.2 (latest version).

Fixes

  • Encrypted briefcases no longer fail to import with the error "Streaming import not supported on encrypted briefcases. [1418]" (575823).
  • Address PDF import issue for some PDFs that resulted in blank Laserfiche pages (578979).
  • Fixed Excel report export for date fields with localized names: no longer receive error "Could not find the field specified, or the field is not part of the specified template. [9016] Unknown error. [6000]" (553672).
  • Blocked launched of .HTA (HTML Applications) due to inherent security risks (554094).
  • Metadata report run on search that contains the root folder no longer fails with "Object reference not set to an instance of an object." (527363).
  • Fixed issues with some .msg files with embedded images not preserving the images on import to Laserfiche (529289).
  • Metadata report generation no longer stops with an "Entry not found [9001][" error if an entry included in the report is deleted while the report generation process is still running. (530169).
  • Metadata report progress indicator for large search results now properly shows progress (531525).
  • Fixed issue with icons in Client toolbar not displaying for some users (535699).
  • Can now compare Excel versions when using Office Professional Plus 2019 (277897).
  • Can now send email with 64-bit Outlook 2019 (347974).
  • Cairo Timezone (UTC+2) timestamps are no longer an hour late (475061).
  • Client now correctly reads repository list and respects disabled repository scanning ("Thunk") when set in the HKLM registry if HKCU is not set. (213080).
  • When connecting to a cloud repository, the "Refresh folders automatically" setting is now visibly turned off, accurately reflecting that the feature is unsupported in cloud (496730).
  • Drag and drop Outlook emails now supports non-default user folders (496990).
  • Reduced potential crashes on the sign-in page caused by unhandled exception (498792).
  • "Forgot password?" link in Directory Server dialog now properly directs to the Forgot Password page (508756).
  • Fixed issue with Business Processes with custom icons sometimes becoming unresponsive (514578).

Scanning

Version 11 Update 2 includes the following fixes:

  • No longer get "Specified cast is not valid" error when launching Scanning from a document in the Desktop Client that has multi-value field groups with blank date, datetime, or time values. (374780).
  • No longer get unhandled 'ArgumentOutOfRangeException' exception when closing Scanning and the fields tab when there is no scrollbar (374792).
  • Dynamic fields with a default value of a token referencing the parent folder are now supported in Scanning (385096).
  • No longer need to manually select blank values for dynamic fields that are both child and parent fields and become blank after changing parent field selection (389771).
  • No longer dependent on user having write access to Program Files (x86), fixing issues with non-admin users with Virtual Store disabled (411102).
  • Dynamic fields: child values are now correctly autopopulated when both parent and child field have only one value. (68950).
  • Changing Default Properties for a parent field in a template while scanning multiple documents no longer removes child dynamic field data (189913).

Snapshot

Improved shared printer installation

  • Now supports both local and shared printer option side by side on the same machine.

Other changes

  • Update Black Ice driver to version 17.70 (latest version).
  • Laserfiche Cloud support enhancement: directly supports authenticating to Laserfiche Cloud accounts with multiple repositories
  • Updated icons as part of overall UI refresh

Fixes

  • Can sign in to a Laserfiche Cloud repository when trying to sign in using r-xxxxxxxx.laserfiche.com as the server and repository rather than the embedded Cloud sign-in page (302990).
  • Snapshot can now correctly store to repository when printing from Notepad on Windows 11. (378064).
  • Snapshot now properly stores and uses Directory Server sessions, reducing repetitive sign-in prompts (407136).

Directory Server

Administration enhancements

  • Can now retrieve the Last Login time in the user listing, user export, and when using the LMO API.
  • View licensed domains for domain-based licenses from within Directory Server.
  • Simplified SSO configuration, removing outdated configuration steps.

Security enhancements

  • Enables Cookie Protection for STS-LFDS communication by default, with an alternative encryption option for farmed or clustered instances.
  • Library updates including removing remaining references to older .NET (moved all to .NET 4.8).
  • Improve default state for the Security Token Service (LFDSSTS) allowed iframe hosts setting by requiring HTTPS for the current domain. The default value is now "https://*.example.com" rather than "*.example.com"
  • Additional fixes and enhancements

GraphAPI support

  • Entra ID fix for larger organizations with 150+ groups on a single Entra ID user token: can now use Graph API from Microsoft to query groups when needed (after configuration).

Fixes

  • The options in the "Group" drop down list when creating a new user now remain sorted alphabetically (550653).
  • The default Windows certificate store for Identity Provider signing and decryption certificates is now the machine Personal store instead of the user Personal store (588821).

November 7, 2024

Updated the Laserfiche 12 download package with an important fix for Laserfiche Forms 12. If you have previously installed Forms version 12.0.2410.343, uninstall before installing Forms version 12.0.2410.345.

This change resolves a potential issue where a user may be unable to submit a form if the form was previously processed, for example, through JavaScript customizations or through a workflow acting on the form. Trying to submit the form returns the following error message: "An unexpected error has occurred. [LFF502-UnexpectedError]."

November 6, 2024

This major release offers more intuitive metadata management, improved identity management, more consistent configuration and better usability throughout the Laserfiche product suite, and includes new features for: Repository Web Client, Forms, Repository Server, Directory Server, Workflow, and the all-new Administration Hub, as well as minor updates for the Repository Server and Desktop Administration Console.

General User Interface Updates

  • Application picker for switching easily between Forms and the Repository Web Client, as well as support for custom links and Forms and Web Client configuration pages.
  • Updated, cleaner UI and icons across the sign-in page, Repository, Forms, and all other version 12 web applications.
  • German Language Support: Laserfiche 12 applications adds support for German language user interface.

Administration Hub

The new Laserfiche Administration Hub brings:

  • List of servers with Laserfiche products, including all installed or licensed Laserfiche applications, automatically detected using connections to Directory Server.
  • Application-level information for Laserfiche 12 products, including: status, which can be running, stopped, not installed, or unknown; link to configuration page; application version information; and database connection information.
  • Server-level information for all machines with Laserfiche applications. Information includes: status (running vs. unknown), OS version, Processor information, total RAM, and storage usage.
  • Centralized log viewing for Laserfiche applications across different servers.
  • Lightweight local agents to securely collect and transmit application details and logs.
  • Configurable support contact details and helpful links for administrators.

Known issues and limitations:

  • Status for Directory Server STS and for Laserfiche SCIM service are not yet available under Directory Server application details (548326)
  • Licensing site name for Directory Server will not display when multiple licensing sites are present (548357)
  • Application details for Workflow does not yet support connected databases
  • Unclear state when Directory Server credentials are incorrectly configured or specified user has insufficient rights (shows incomplete machine list with no error) (530773, 541423)
  • If multiple licensing sites are used in Directory Server, all sites must have the domain for the configured Directory Server connection user present as an Identity Provider (551515)

Forms

Test mode for any Forms process

  • Initiate a test run of a process, marking the instance as "Test" in listings and excluding the test data from reports.
  • Specify an alternate save-to-repository location when running as a test instance.
  • Reassign tasks and emails to one or more specific users when running as a test instance.
  • Default rules allow for quick testing of any existing process, while powerful options support complex scenarios such as multi-department user acceptance testing.

Push-based user synchronization from Directory Server to Forms

Designed to better support SAML users, Laserfiche user changes, and propagation of group membership synced via SCIM. This new sync option augments the existing scheduled full sync, and adds support for:

  • Assign SAML users to be tasks before their first sign-in
  • Assigning tasks to SAML groups directly
  • Important: support for Active Directory users is limited in this initial release to manual changes to Active Directory users. To push a user's new information to Forms, administrators can remove and re-add the Active Directory user, or wait for the synchronization schedule.

Holiday calendar for business day calculations

  • Specify holidays for use in existing business day calculations, including rules for observing holidays that fall on weekends
  • Used alongside existing “exclude weekends” option

Accessibility updates for rendered forms

  • Fixes for alt-text for images, screen reader support for form elements, and increased contrast.

Scripting and customization support

Updates to scripting via the LFForms object, including:

  • Support for submission-related actions, such as asynchronous events after submission, e.g., setting field values after onFormSubmission.
  • Support for image and link html components
  • Support for process properties such as stage and step information

Designer updates

  • Allow marking a signature as read-only for future steps so that signatures from previous users can be displayed on the form to other users.
  • Dynamic date restriction and styling: built in options for today/tomorrow, custom scripted function, and CSS styling for datetime fields.
  • Process step rule option for service tasks (email, save to repository) for more control over show/hide behaviors when a form is used throughout a process.
  • Added support in custom HTML fields for using row variables to retrieve specific rows from a table/collection.
  • Lookups can be used to populate checkbox, radio button, and drop-down choices.

Monitoring, reporting, and troubleshooting

  • Manually complete boundary timers as an alternative to skipping a timer, allowing for immediate routing through alternate paths (e.g., simulate a reminder email that only goes out after 7 days, and would not be sent if that step was skipped).
  • Expand relative date range support (last 30 days, this week, today, etc.) to custom reporting and system filters.
  • Restart user tasks in sub instances to resume a process flow rather than restarting entire process.
  • Improved error handling for step execution failure, including support for retry.
  • Change the default error handling from termination to suspend, allowing for administrators to resume the process when they have identified and addressed the root cause (rather than restarting).
  • Support retrying a suspended converging inclusive gateway step (496862).
  • Subprocesses now suspend instead of terminating when there are no outflows, allowing for retry (428033)

Other Forms feature updates

  • Team member synchronization now supports Active Directory groups containing users from different domains (522174)
  • Added Advanced Option for default instance filter date to override "last 30 days" with "All" (412923)

Fixes

  • Reduce chances of infinite redirect errors on login page by first attempting to clear problematic cookies, then cancelling the login if it cannot succeed, throwing an improved error (475003, 150897, 496391)
  • LDAP participant migration now uses the configured LDAP connection profile rather than the routing service user (527754)
  • O365 STMP/IMAP connections that require admin authorization now successfully save approved status (521483)
  • In-progress form submission recovery for expired sessions now recovers attachments (505933)
  • Mobile app can now successfully capture barcode input when submitting a modern form (494734)
  • Fixed save-to-repository handling to ensure long tables continue through page breaks (508351)
  • Cursor no longer jumps around in multi-line text field when typing quickly (505560)
  • When two lookup rules target the same fields, the fields will be correctly filled by whichever rule was triggered last (rather than only evaluating on the second rule once it has been triggered) (507136)
  • Field rule evaluation is no longer case sensitive in modern forms (369326)
  • Instances are no longer terminated when same timer was fired on two routing engine services (479901)
  • Instance list when a selected column includes a variable now loads properly (534248)

Performance enhancements

  • Tasks with large forms (600+ fields and 400 table rows) load more quickly (520587)
  • Tasks with forms with lookup rules load more quickly (537489)
  • Instance list when a selected column includes a variable now loads faster (534248)
  • Leverage cache for overall improved form load and submit performance (545332)
  • Improved performance when saving form layout when form has over 500 fields (300040)
  • Updating a step name on process diagram is no longer slow when step has large number of in-progress tasks (404627)
  • Searching by instances ID when set to All Processes (404641)
  • Reduced time for saving layout for large forms (350+ fields and 45 lookup rules) (420167)

Locale fixes

  • Date picker is now localized on forms and in forms designer (324926)
  • Fixed form loading error for Spanish (Latin America) locale (512537)
  • DateTime fields filled by lookup rule now correctly display in Safari on iPads (496905)
  • Number fields now show/hide correctly when using Spanish (Spain) locale (498952)
  • Designer toolbox is now properly respecting French (France) as a browser language, in addition to French (Canada) (494264)

Other fixes

  • Updated Chromium and Puppeteer for better Chrome and Edge support (540769)
  • Updated moment.js version from 2.291 to 2.29.4 (518422)
  • Removed unused library json2.js (532404)
  • Fixed intermittent issue submitting paginated forms with file uploads (513954)
  • Added logging for data maintenance processing and errors (539279)
  • Fixed variable filtering for monitor instance list search to only match relevant variables (534919)
  • Printing a form now checks the Chromium version and notifies the user if it is on an unsupported version (533042)
  • Variables in task names are now correctly evaluated in workflows (523790)
  • Resolved intermittent crash of w3wp.exe occurring when Forms auditing is enabled (524028)
  • Front end field rules on classic forms now properly evaluate hidden fields updated by custom JavaScript (528819)
  • Time calculation for custom report filtering now correctly adjusts for time zone differences (522185)
  • Can now successfully add a report filter for the status "in progress with suspended tasks" to existing filter (542478)
  • Code formatting no longer appears in instance name when a blank, hidden value is used as the instance variable (now correctly displays as blank) (508513)
  • Forms workload report now resolves variables in user task name (508640)
  • Fixed intermittent issue with custom reporting not displaying "multiple values" in reports (508643)
  • Conditional expression now correctly evaluates %(DB.NULL) from workflows as empty (510207)
  • Fixed issue with scrollbar of autosuggest list when selecting from a long list field (511319)
  • Custom reports now properly display columns with no values when searching within the report (497670)
  • Classic forms no longer encounters error "LFF800-UserTaskRuntimeError" on submission when an invalid character is included in task comment (507466)
  • Formulas for read-only rows in tables properly handle deletion of data used in calculation (187687)
  • No longer receive "[LFF4112-PdfNetworkError]" when attempting to save a large form to the repository (updated Puppeteer library) (482877)
  • Browser autosuggest no longer covers up lookup results (483562)
  • Front-end validation for email addresses now requires at least one domain, matching backend validation (495670)
  • No longer get "InvalidNumberOfDecimalPlaces" when saving the un-rounded value of number field with formatting that causes rounding (323085)
  • Editing Custom HTML fields now uses a dedicated scrollbar when the value is long (507775)
  • Improved handling of embedded sections when using a field rule on both main section and a contained section (507998)
  • Browser console no longer logs a "403 forbidden" error when uploading a file (no functional change) (504597)
  • Required fields now wait to evaluate until fields have been touched by user, providing a better user experience, including new table rows with required values added by LFForms.addRow (512307, 517077, 523278)
  • Importing lists from CSV now preserves leading zeros (e.g., 001) (521560)
  • Date fields no longer result in multiple onFieldChange events for one change (520624)
  • When changing selected stored procedure for unconfigured lookup rules, irrelevant inputs are removed (519605)
  • New line characters (\n) added to rich text fields using copy + paste are now preserved (517270)
  • File uploads in narrow fields now properly display the preview link (528172)
  • Can now set a field rule that acts on an appended list choice when using custom labels (535022)
  • Can now save forms with validation errors in modern forms (like classic forms already allows) (472296)

Functionality changes and Known Issues

  • Security enhancements now require authenticated scripting calls to also include the CSRF token, which can be accessed by designers from the hidden field “__RequestVerificationToken” for use in scripts (506073). The following form fill APIs do not currently support this:
    • form/retainsubmission, called when retain submission, Classic form only
    • form/submit, called on submit form
    • form/removefile, called when delete file on form submission
    • form/removeRepeatItem, called when delete collection/table row on form submission
    • form/autopopulate, called by lookup without condition
    • form/lookup, called by lookup with condition
  • Removed support for searching instance list for All Processes on "Current State" "Current Step" and "End Step" (404641)
  • Email fields with confirmation and text both above and below are oddly aligned when using side-by-side layout (489740)
  • Topaz Signature Pad not supported out of the box for modern forms (494971)
    • Workaround: implement using customHTML
  • Cannot map the same field to multiple inputs/outputs in lookup rule (520758)
  • Workflow service task may get stuck as in-progress if the workflow callback is returned before the status is successfully changed to “in progress” when routing engine is running slowly (522377)
  • Cannot directly update a 32-bit (x86) installation to 64-bit (537844)
    • Workaround: uninstall the x86 installation before installing x64 version
  • When Task Comment Box is hidden with the option to ignore the data, fields hidden via scripting (LFForm.hideFields) ignore data as well (545510, 545488)
  • Long string of text with no spaces does not wrap properly in a multiline or rich text fields on submitted form (547691)
    • Workaround: add custom CSS class "word-break" with the keyword "break-word" or "break-all"

Repository Web Client

Metadata enhancements for template usage and design

  • Checkboxes and radio button display option for list fields for improved usability: single-value can be displayed as radio buttons, and multi-value can be displayed as checkboxes
  • Template field rules to conditionally show/hide fields or sections
  • Table option for building and display multi-value field groups
  • Optional free-text entry for list/radio/checkbox fields by adding an "Other" selection
  • Collapsible sections to better handle long templates and group fields within a template
  • Template-specific labels for fields to improve usability without adding new fields
  • Side-by-side field support for more compact design
  • Static text to provide contextual instructions and information
  • Drag-and-drop designer for more intuitive template creation and template preview
  • Preview templates from the template management list
  • Updated template rendering with better layouts, such as reduction of whitespace and better label alignment

Usability enhancements

  • Options to Clear when searching, including clearing all values while retaining current search filters and quick-clear option for list fields
  • Ultra-compact mode to quickly switch the current display to display more data in the entry listing. Stacks with the existing user-level “compress folder view” option to match the data-density of the Desktop Client, providing three total display options.
  • Folder sidebar navigation when collapsed, showing clickable icons to change quickly between locations such as recent documents and starred documents without expanding the entire folder pane
  • MFA option for Direct Share, offering a convenient new way to protect shared files when using the hybrid feature Direct Share
  • View serial in the About dialog in Web Client, making it easier to sign up for Aspire training
  • Improved text display in the doc viewer, retaining spacing/formatting for imported text files

Fixes

  • Fixed rendering issues of Office documents that contained Thai in certain fonts (when using LDPS) (539319)
  • Password policy defaults updated for modern standards (545602)
  • Stamps containing tokens no longer have distorted aspect ratios (491361)

Known issues and limitations

  • Template designer limitations
    • Users must have the privilege "Manage Templates and Fields" to use the new template designer. Users without this privilege can still view, add, modify, and delete fields from the Properties tab. See the help files for more details
    • The following field types cannot be directly added in the designer, but can still be added under the Properties tab
      • Data
      • Integer
    • Existing fields assigned to a document or present on more than one template cannot be directly edited from the template designer
      • Workaround: edit from the Fields list or from the template’s properties tab
    • Template Designer is not available from the Desktop Administration Console
  • Template use limitations
    • New template options are only available in the Web Client at this time. Existing desktop applications will see the same data without any of the new display options
    • Bulk-selecting documents will not use new display options (e.g., radio buttons, tables field rules) as these can differ between templates
    • Searches currently only display the field name, not field labels. Field names can be viewed by hovering over a field label in the metadata pane
  • Other known issues
    • Checkboxes with multiple values set by workflow causes the repository metadata pane to act like there are unsaved changes when viewing the template (553228)
      • Workaround: avoid the checkbox display option for multi-value list fields that workflows will interact with

Workflow

User management enhancements and new activities

  • New activities to create, manage, and delete Laserfiche and SAML users and groups managed in Laserfiche Directory Server. This includes licenses, user properties, and membership within Laserfiche groups.
  • Support working with Directory Server users and groups in existing workflow activities: Assign Rights, Business Process Step, Update Participants, For Each User, Set Entry Owner, Find User, Find Manager, Find Group, Email, Route Entry to User, Route Entry to Group, Workflow initiator variable and Business Process Rule
  • Remove registration of Windows and LDAP users from Directory Server with new Delete User activity

Other features

  • Additional Forms variables in retrieve Business Process Variables: the Forms variables from Save-to-Repository activities, including: folder path; attachment entry IDs; document name; folder name. This allows Workflows to be invoked on recently saved forms and their attachments in the repository, such as filing, setting security, and adding metadata.
  • Deleting a workflow now also deletes completed or terminated instances and starting rules. Workflows with running instances still cannot be deleted.
  • Change language directly in Workflow Designer, Workflow Administration Console, and Workflow Configuration Manager
  • Automatically accept pending changes for a Word Document before converting a Word Document with revisions to PDF (415555)

Fixes

  • Update internal shared libraries such as Repository Access and License Manager Objects
  • Updated code samples and templates for the Workflow SDK and Activity Proxy generator and add Visual Studio 2022 Templates
  • Updated Aspose to 24.5.0.0, improving handling of Mail Merge activities such as updating a Word document with table data (522970)
  • Fixed issue with workflow subscriber repeatedly stopping after upgrade from before version 11.0.3 (545882)
  • "Fill Out PDF Form" activity now preserves values for shared fields when the PDF is updated (334522)
  • Fixed issue where rename operations that failed due to entry locking were not retrying (previously gave error "Multistatus response. [9039]" in addition to "Entry Locked [9014]") (476161)
  • Workflow Administration Console no longer crash if a server in its list is unavailable, and unavailable servers can be removed (390565)
  • The record property name "Is Frozen" has been updated to "Has Hold" in the "Additional Properties" dialog for Find Entries, Find Entry and Search Repository activity (531564)
  • Performance improvement for Workflow Designer on servers with many workflows (800+) ensuring that loading the workflow list does not impede other UI operations (519607)
  • Linked Workflows no longer shows a stray comma when first workflow is set to Do Not Publish in Workflow Import Wizard (533918)
  • Template name token is now properly resolved when used in the Find Entry activity (520311)
  • Workflows using the default email server no longer erroneously prompt about unsaved changes when no changes have been made (522667)
  • Made location of Activity Name in properties pane consistent (always at the top) (522866)
  • Attempting to Apply Text Annotation on a folder now returns a warning rather than terminating (546376)
  • Token dialog now has a scrollbar when needed on small displays (494328)
  • Improved handling for unhandled exceptions in several activities to reduce crashes and ensure an error to is passed the activity that calls it if there is a crash (477527)
  • Fixed value display issue for viewing "Fill out pdf form" activity when reopening a published workflow (443161)
  • Tokens used in regular expression patterns and in condition editor now update when the activity referenced by the token is renamed (170467, 171498)
  • Fixed "New Attachment" dialog for the "Email" activity to support larger file lists (18+ items) (301120)
  • The activity setting "Create Identity Token" for "Insert Data" is no longer erroneously carried over from previous Insert Data activities (203738)
  • Forms Web Service activity no longer unnecessarily prompts for updated configuration when a non-breaking change is made (209670)
  • Corrected the error message for an "Access Denied" error when assigning field data: previous error stated that the data was invalid (235407)
  • Workflows using the default email server no longer erroneously prompt about unsaved changes when no changes have been made (272964)
  • Workflow Configuration Manager can now correctly generate the connection string when the SQL user password contains a semi-colon (284527)
  • Fixed "equals" option in "Read JSON Activity" to use == instead of = (377510)
  • No longer receive "Invalid XPath expression" when testing a Read XML activity more than once with unaltered input (388901)
  • For Each Value loops can now properly iterate through HTTP Web Request (507064)
  • Subscriber trace logs are now correctly deleted according to the schedule (499782)
  • Now properly applies PLAINTEXT format for all rows in a For Each Row loop (501127)
  • Attempting to Apply Text Annotation on a document with no pages now returns a warning rather than terminating (497970)
  • The "Duration" column under File Versions now sorts numerically rather than alphabetically (517119)
  • Fixes PDF viewing memory leak by updating PDFReader and PDView4Net to version 11.x (518567)
  • "Assign Field Values" now correctly discards null values when assigning token values to a metadata field, fixing display issues for single-value fields (519464)
  • No longer receive "Object reference" error when clearing the entry owner in Set Entry Owner activity (509548)

Functionality changes:

  • Removed x86 support for Workflow installation
  • Removed of x86 and other outdated ODBC and OLE drivers
    • ODBC drivers: Microsoft Access 2003, Microsoft Excel 2003, CSV
    • Note: CSV (2013) is still supported
    • OLE: Microsoft FoxPro for OLE
  • Removed outdated workflow migration utility
  • Removed non-functioning option include audit data from the UI for Replicate Entries: importing a briefcase cannot import audit data, so this option only added bloat to the export (520821)
  • Input Parameters can no longer be set to the same name as a Global Token, such as "Version", because this results in an invalid workflow (519556)
  • Removed deprecated "Browse instance" option from the context menu for search results (519471)

Directory Server

  • Password policy defaults updated for modern standards. When upgrading from an earlier version where Moderate or High was selected, the existing settings will stay the same with the type changing to Custom. To switch to one of the new defaults, you must select it. (516093)
    • Moderate: Minimum 10 characters, at least 3 character sets.
    • High: Minimum 16 characters, at least 4 character sets.
  • Performance fix: No longer experience slow user sign-in through SSO when Forms is synchronizing a large number of users or administrators are searching in user accounts in Directory Server (519983)
  • No longer receive error during first sign-in of the day as a SAML user (484396)
  • Improved email validation to support additional top-level domains including .law and .biz (545352)
  • Reduced chance of service instability after receiving an unhandled exception in LMHttpserv.Start() (536050)

Desktop Administration Console

  • Added support for TLS 1.3
  • Added checkbox to easily configure TLS between the Repository Server and the Laserfiche Full-text Search Service when installed separately (527167)

Repository Server

  • Folders containing individually cutoff records now properly block deletion (547087)
  • Updated SQL ODBC driver to version 18 (530872)
  • Automatically update SQL ODBC driver for all existing repository connections to version 18
  • Improved folder listing performance when displaying fields that have been merged (505490)
  • Improved search performance for some "Within Folder" searches on metadata, such as excluding entries with a specific tag and filtering on a field value (519573)
  • Fields belonging to a multivalue field group will now automatically be removed from the group if they are made single value (186917)
  • Single value fields will now properly ignore multivalue field group information, preventing display issues (549676)
  • No longer encounter frozen repository when attempting simultaneous actions on an individual record and the containing record folder (418456)
  • The full-text search service being offline no longer significantly impacts non-search performance when interacting with the repository (495866)
  • Added backend enforcement for the records management option to allow records to be in regular folders, ensuring workflows cannot bypass this setting (505490)
  • Fixed SQL database upgrade script issue for databases from prior to version 11 (502513)
  • Can now successfully delete a document from search results (28361)