2022 Changelog

December 15, 2022

Business Process

  • Fixed a lookup rule failure with single-line fields on MacOS Safari browsers. (406705)

December 13, 2022

Public Portal

  • Downloading a PDF from public portal on an iOS device when popups were blocked was unsuccessful. This issue has been resolved. (385993)
  • Resolved an issue where streaming large mp3 files in public portal did not work. (394037)
  • Added a more informative message for users attempting to access public portal when it's not part of their plan. (286204)

December 12, 2022

Documents

December 8, 2022

Business Processes

  • Process Migration: Migrate a process from the Global project to a team project, or team project to Global.

December 7, 2022

Documents

  • Fixed a potential issue where Laserfiche did not allow importing certain .MSG files with multiple attachments when choosing to save the attachments as separate documents, but not selecting the option to apply the same metadata to attachments. (404855)
  • Added a more informative message when exceeding the direct share attachment size limit. (405261)
  • Fixed a potential issue that could prevent certain TIFF images from being shared through direct share. (405262)
  • Fixed a potential issue that could prevent certain TIFF images from being properly imported into the repository. (405849)

December 5, 2022

Workflow

  • Search for entries by name using the Search Repository activity.

Business Processes

  • An issue with invalid users assigned in a user task was corrected. (402113)
  • Mobile app users can now upload files to Classic Designer forms without errors. (400235)
  • The form thank you page message and buttons now display correctly when a sub-process follows a message start event. (404572)
  • Forms marked as public now show in all users' access lists regardless of prior restrictions. (400754)
  • All variables now visible and editable when importing a process that has initially unused variables. (397883)
  • Improve error messaging and handling around the workflow service task. (403117)

Documents

  • Resolved a potential issue where importing or creating a document could result in a "Unknown error. [9577]" error message. (405684)
  • Resolved an issue that could potentially result in a "Received bad response from the server" error message. (405723, 405526, 399395)
  • Fixed a potential issue where certain Laserfiche Connector profiles could not connect to a Laserfiche Cloud repository via the web client. (403433)
  • Fixed an issue involving the scrollbar for the thumbnail pane in the document viewer when viewed in Chrome. (255539)
  • Fixed a display issue where the import progress dialog box could show "Creating 'undefined'" instead of "Creating 'examplefilename'" when importing certain .MSG files with multiple attachments and choosing to save the attachments as separate documents. (404897)
  • Resolved a potential issue that could impact initial load times for the folder browser. (401331)
  • Backend optimizations for search result load times. (399044)
  • Resolved a potential timing mismatch issue when applying stamps. (399421)

December 1, 2022

Web Client

  • Resolved an issue that could result in the customer ID being excluded from URLs when linking to documents in email. (403845)
  • For some large TIFF files, import failed with an unknown error message. This issue has been resolved. (402028)
  • Resolved PDF page generation issues for some PDFs. (402120, 400728, 401038)

November 29, 2022

Remote Agents

  • Remote agents have been updated to improve logging and to fix a rare credential synching issue. (380953, 381257)

November 28, 2022

Capture Profiles

  • Capture Profiles uses a new OCR engine, which provides support for capturing handwritten text as well as significantly improving accuracy for printed characters. This streamlines configuration and maintenance for existing capture processes and opens up new opportunities by supporting a wider variety of document types.
  • Various bug fixes and overall performance improvements for the Capture Profile Designer. (390201) (399087) (398432)

November 15, 2022

Advanced Preview Features

  • Handwriting Recognition for Invoices: Capture Profiles uses a new OCR engine, which provides support for capturing handwritten text as well as significantly improving accuracy for printed characters. This streamlines configuration and maintenance for existing capture processes and opens up new opportunities by supporting a wider variety of document types.
  • Process Migration: Migrate a process from the Global project to a team project, or team project to Global.

Account Administration

  • Performance optimizations. (403142)

Home

  • Users in the South Sudan Standard Time timezone now have access to the operational dashboard. (401668)

Process Automation Teams

  • Enabled buttons to add project access for additional resources within each resource type. (402517)

Business Processes

  • Fields in collections and tables no longer become read only after saving and resuming drafts. (398237)

November 11, 2022

Web Client

  • Resolved an issue that could cause a "System.ArgumentException: dimension dictionary needs 4 values" error when saving stamp annotations. (390907, 399421)
  • In some cases, page generation could not be performed on certain PDF files. This issue has been resolved. (401038)
  • Resolved an issue that could result in a null reference exception when previewing emails. (400964)
  • Custom tabs now display correctly when the "Only display on specific templates" option is selected. (401492)

November 10, 2022

Rules

  • Web Request URI now has a maximum character count of 2048. (401978)
  • Fixed an issue preventing the ability to create rules which use assets. (402144)

November 3, 2022

Process Automation

  • Fixed the multi-byte character display name page loading issue. (396556)

Business Processes

  • In the Form Designer, you can now format time values without seconds. Additionally, you can now use tokens to set default values for number, currency, time, and date fields.
  • Fixed an error when using Firefox for viewing the manage page (400450)
  • Updated the documentation for the SUMIF function example. (397290)
  • Fixed the "South Sudan Standard Time" timezone handling issue. (400568)
  • Fixed the in-progress task display time setting issue. (400245)
  • Added a mechanism to restart completed or terminated instances. (395024)

Rules

  • Data Sources and Data Queries can now be created and configured within team projects.

Capture

  • Capture profiles can now recognize handwritten text and has improved OCR accuracy for printed text. This feature will be gradually rolled out to customers over the next few weeks.
  • Resolved an issue where capture profiles were timing out on documents with a large number of pages.(400251)
  • Various bug fixes and overall performance improvements for the Run Capture Profile Workflow activity. (396563) (399566) (399149) (399093)

Web Client

  • Resolved an issue that could result in a "Current request could not be performed because there are too many existing operations running [9035]" error when previewing documents from a set of search results. (398112)
  • In some cases, DocuSign integration settings were erroneously restored to the default settings. This issue has been resolved. (397367)
  • Resolved an issue that could cause transcription to fail for some videos. (39848)
  • Resolved an issue that could cause validation errors when setting dynamic field values for some lookup tables. (397207)

Import Agent

  • Resolved an issue that could result in some documents failing to import. (400305, 400609)

November 1, 2022

Account Control Service

  • Newly created Just-in-Time or SCIM users now have their emails verified by default. (399611)
  • Signing in no longer fails when the browser locale is set to a value without localized strings. (400452)

October 26, 2022

Business Processes

  • Fixed a rare issue where a workflow service task would not leave the "in progress" state. (400020)

October 24, 2022

Business Processes

  • Users can now re-use a form name of a deleted form. (398598)
  • Multiple attachments and using a token outside of a collection no longer causes any issues. (399209)

Starting Rules

  • Fixed an issue with starting rule conditions that generated an error message. (398624)
  • Unselecting "Exclude Process Automation User" in starting events no longer changes back to selected. (398625)

October 18, 2022

Web Client

  • Resolved an issue that could prevent changes to DocuSign integration settings from being applied immediately. (398466)

October 13, 2022

Business Processes

  • Removed image OCR and PDF indexing from initial processing when saving a form in order to improve performance. (397550)
  • Fixed an issue with auto-complete triggers occasionally causing form submission errors when using lookup tables. (398063)

Web Client

  • The list of recent documents can now be viewed by participant users. (393994)

October 6, 2022

Account Control Service

  • In some cases, the link sent to new customers to verify their email address is invalid. This issue has been resolved and the verification links no longer expire too early. (397547)

Capture

  • Remapping a capture profile during a workflow import now successfully updates the output parameters. (393384)
  • Barcode zones in capture profiles no longer have an intermittent issue where the barcode value is read incorrectly. (394778)
  • In rare cases, certain documents used in a capture profile and workflow cause issues with the OCR engine. Instead of the workflow failing and retrying the document continuously, the workflow will return partial results from the processed document. (396570)

Laserfiche App

  • When accessing Process Automation via the Laserfiche app, a new All option is now available in the drop-down list to view all forms the user has access to. Users with participant licenses will not see the All option, but will still see the full list of forms they have access to by default. (396145)

Business Processes

  • Fixed a form thumbnail mismatch on the dashboard when a user type changed. (396271)
  • Deleting a field option in a table can no longer cause the table to disappear. (396639)
  • Saving forms with collections containing a date element and file upload element, and applying that date to metadata, no longer result in errors. (396796)
  • Occasional misaligned text in the body of HTML notification emails has been resolved. (397366)
  • Forms Designer:
    • UI updates related to switching the default editor from the Classic Designer to the Form Designer. (397854, 396307)
    • Made the page-selector drop-down auto-size for long page names in the Form Designer. (361287)

Workflow

  • Fixed several minor issues that in combination caused delays in the processing of some workflows. (394949, 396570, 397398)

September 22, 2022

  • Corrected an issue causing save to repository task suspensions after a user task is interrupted. (394989)
  • Limited the display name stored in analytics to 128 characters to match the max size allowed in the tables. (395209)
  • Prevented forms text inputs for sequence flow names from auto-filling with the web browsers saved user name for the site by default. (395220)
  • Updated Task Module error handling. (395379)

September 15, 2022

  • Correct search results are now returned when performing a syntax search for a range of entry IDs. (386023)
  • Resolved an issue that could cause field values to be unexpectedly reordered if they are not yet assigned to any entries. (394775)
  • Multiple failed sign in events will no longer be created for the user LfsAuditlogDelete. (394905)
  • In some cases, fields previously included in a template and then removed will be erroneously added to documents when assigning that template. (395615)
  • Addressed a general database error [9008] that could occur in some cases when deleting a field. (395124)

September 12, 2022

Business Processes

  • Instances will no longer intermittently get stuck waiting for a completed workflow. (394032)
  • Variables on imported classic forms now properly load the variable list in all regions. (394343)
  • Prevented a minor possibility of an instance being mistakenly marked completed after a specific combination of a task timeout and a save to repository task interaction. (394950)

September 1, 2022

Solution Marketplace

  • The Solution Marketplace has been updated with icons to show the organization that submitted the solution. Laserfiche-created solutions have an icon showing the solution’s category.
  • The complexity ranking was removed from the Solution Marketplace and replaced with a list of the components included in each solution.

Business Processes

  • Added a FieldID attribute to the Form Designer to make elements easier to identify when writing JavaScript. (383129)
  • Read only date time fields no longer being cleared. (392706)
  • Fixed an issue with form designer field calculations within a table. (391952)
  • Date time fields in the form designer now properly filled when receiving values from a workflow. (388981)

August 15, 2022

Business Processes

  • Resolved a potential issue that could prevent form submissions involving date fields with date formats that require leading zeros. The issue could affect forms built with the Forms designer. (387981)

August 4, 2022

Additional updates:

Business Processes

  • Auditing of "stop instance" actions in the instance history.
  • For improved accessibility compliance, the Form Designer now uses a data-col attribute rather than an id attribute for object identification of fields within repeatable container elements like a table or collection.
  • Stability enhancements for remote agent authentication. Previously, there was a potential issue where a remote agent's credentials could be invalidated, necessitating reinstallation of the local agent.(381257)
  • Addressed the following issues:
    • Upgraded the PDF service to version 11.2 to address extraction errors. (385106)
    • Fixed an issue that prevented viewing details of a terminated instance. (387701)
    • User task data can now be downloaded by any authorized user, rather than only the assigned user. (387995)

July 21, 2022

Business Processes

  • Added the ability to set the signature image size on a form to allow for long signatures.
  • Addressed the following issues:
    • Fixed the ability to scroll a read-only multi-line field. (384292)
    • Fixed the ability to save a modern form with an address field that was imported from self-hosted Forms. (386626)
    • Adjusted the orientation for saved form pages to use landscape by default when the width is over 800px. (387845)
    • Monitor page now displays selected lookup values correctly for in-progress processes. (386877)
    • The Sign button for a Signature field in a collection is now enabled. (387639)

July 13, 2022

Addressed the following issues: 

  • Web request rule statistics missing information. (386279)
  • Unable to start processes in Developer Mode. (385925, 385718)
  • Issue with accessing task data on the Operational Dashboard as an analyst. (385901, 385718)
  • Fixed an error message that was incorrect. (385895, 385718)
  • Resolved an issue that could prevent suggested values from populating in dynamic fields when creating searches. (386417)

July 12, 2022

Addressed an issue with saving lookup table query rules. (386237)

July 7, 2022

Additional Updates:

Capture Profiles

  • Users are now notified to update their bookmarks if they use a deprecated Capture Profile URL. (343542)
  • Capture Profiles browser tabs have been updated to indicate where the user is located within Process Automation. For example, if a specific capture profile is open, the tab will display Capture Profile Designer - Profile Name. (381022)
  • When creating a new capture profile, the user will be notified if there's a name conflict in real time instead of encountering an error after clicking the Create button. (382455)
  • Capture profiles now show character counters below the Name and Description boxes when creating a new capture profile. (382142)

Web Client

  • Addressed issues with generating pages from specific PDF scenarios. (30130, 30132, 30133, 30137, 30142, 30180, 52819, 54305, 73161, 103992, 165933, 170512, 221480, 228884, 237390, 279755, 300095, 329254, 352371, 359043, 371797,378918)
  • Resolved an issue that could result in a "Volume not found. [9006]" error for some repositories. (381972)
  • Performing certain date searches resulted in a "A syntax error was encountered while processing the search or query statement. [9084]" error. This issue has been resolved. (383964)
  • Resolved an issue that could cause an incorrect "The document is already checked out" error when uploading a file as a new version. (333131)
  • In some cases, after a password was set when sending documents via email, subsequent documents sent via email would also be password-protected even if the option was not selected. This issue has been resolved. (373821)
  • Resolved issues that could prevent the Next and Previous buttons from functioning in the document viewer, or that could result in documents being skipped when using these buttons. (377165, 380635)
  • Adding date/time fields to documents while using Chrome browsers with the primary browser language set to English (UK) no longer results in a "Date/time fields must be in the format dd/MM/y, HH:mm" error. (381736)
  • In some cases, importing documents while using Chrome browsers with the primary browser language set to English (UK) resulted in a "An error occurred on metadata save (The territory argument must be a 2-letter ISO-3166 country code. Parameter name: territory)" error. This issue has been resolved. (381738)
  • Context hits in document viewer search are now correctly highlighted. (370401)
  • Keyboard commands can now be used to navigate between radio buttons in dialog boxes. (364747)

June 16, 2022

Process Automation

  • Toolbar buttons are now properly visible when browsing Files in the Data Management page. (382604)
  • Teams:
    • External process developers are no longer prevented from viewing formula rules. (373490)
  • Business Processes
    • Certain submitted forms did not properly record the time part in datetime fields. This issue is resolved. (380632)
    • The YEARFRAC formula now properly returns 0 for certain date ranges. (381095)
    • The WEEKDAY and TIMEVALUE formulas now properly support date parameters as string. (381105, 381120)
    • Resolved a custom JavaScript incompatibility in the Form Designer. (381446)
    • File set field security updates. (376469, 379968)
    • In rare circumstances, missed signal catch events could result in duplicate user tasks. This issue is resolved. (381058)

June 9, 2022

Web Client

  • In some cases, using the Next and Previous buttons to navigate between documents in the document viewer would cause entries to be skipped, or the buttons would become disabled. This issue has been resolved. (377692, 374920)

June 6, 2022

Process Automation

  • Workflow

    • Added the ability to terminate multiple workflows from the workflow Monitoring page.

  • Business Processes

    • Several bug fixes, including the following:
    • Corrected the formating of links within generated emails. (377662)
    • Restored the ability to edit variables when the process is within a team. (378954)

  • Integrations

    • Application connection integrations now support generic API querying, allowing for a much broader range of integration possibilities when making calls to Salesforce, Redtail, Dynamics, and Ellucian Ethos during Business Processes.

      In the specific case of Ellucian Ethos, the application connection updates add support for integrations with Colleague and Banner Finance in addition to Banner. Utilizing a web request rule based on the application connection, the integration enables you to:

      • Lookup Ellucian Colleague data on a form.
      • Send data into Ellucian Colleague from a business process.
      • Interact with Ellucian Colleague data in a workflow process.

June 2, 2022

Web Client

  • M4A files can now be streamed in the document viewer. (376028)
  • In some cases, users would observe a significant delay in annotations loading when viewed in the preview pane. This issue has been resolved. (37083)
  • Resolved an issue that could prevent large documents with many versions from opening correctly. (376269)
  • The Previous Document and Next Document buttons now perform correctly for documents opened from search results. (374920)
  • Resolved an issue that could prevent date fields from being correctly set when the browser language was set to French. (377305)
  • In some cases, PDFs with Asian fonts would not correctly display the text. This issue has been resolved. (377497)
  • Resolved an issue that could result in users encountering a timeout when sending documents via the DocuSign integration. (378526)

June 1, 2022

Solution Marketplace

  • New solution templates include processes for collecting information related to the federal assistance program as well as an invoice review and payment solution that makes use of smart invoice capture.
  • You can now contribute to the Solution Marketplace by submitting your own solutions. From the marketplace, click the Submit a Solution button. You can upload your solution directly from this form and a Laserfiche Solution Marketplace team member will reach out to guide you through the review process and help launch your solution. Learn more.

Account Control Services

  • The Home option is now available from the drop-down list of applications when setting the default application under My Account. (376445)
  • The Show developer options checkbox is no longer displayed for provisional accounts. (375910)
  • A message asking users to remove or disable users when there are no users available for creation has been removed. (372820)
  • A message notifying users that the password requirements were not met is now successfully displayed when creating or editing a user. (372820)

Capture Profiles

  • When using a deprecated URL for the Capture Profile Designer, users will be notified and asked to update their bookmarks.
  • Bugs fixed
    • In the Capture Profile Designer, a prompt now appears when a user makes a change and navigates away without saving. (378328)
    • Changing the name of a profile that is part of a Capture Profile Group is now updated after refreshing the group. (375281)
    • Capture Profile Groups cannot be published unless they contain at least one capture profile. (375282)

May 19, 2022

Process Automation

  • Apostrophes in display names no longer prevent access to the home/documents or home/reports pages. (377362)
  • Multipage PDF files display correctly in a document merge rule. (377871)

May 11, 2022

Business Processes

  • Corrected an issue with importing repository files to a fileset. (373049)
  • Corrected an issue with checkbox value validation. (376494)

May 5, 2022

Web Client

  • Security updates and performance and stability enhancements. (340487, 366043, 373594)
  • Bugs fixed:
    • The Entry Access Rights dialog box can now be opened from the document viewer as well as the folder browser. (328842)
    • When a user removes all pages from an existing document, they will be prompted to decide whether to delete the document. (29179)
    • Resolved an issue that could cause very large PDFs to fail to import with a "Trailer not found" error. (30148)
    • Focus is now correctly retained on the document viewer search bar when context hits are displayed. (352998)
    • Corrected an issue that could result in a multivalue field returning an incorrect range of values when performing a "between values" search. (368327)
    • Resolved translation issues with certain strings in Spanish and Portuguese (Brazilian). (368440, 374544)
    • The select/deselect all option in direct share now functions correctly. (368976)
    • Import new version now no longer incorrectly permits you to upload multiple files. (370545)
    • Resolved an issue that could cause a "Hexadecimal value 0x0B is an invalid character" error when importing some PDFs. (372817)
    • Improved accessibility for lists in the import dialog box. (373654)
    • The root folder cannot be shared via email or direct share. (372255)
    • Text files generated solely for searchability are no longer exported when exporting a folder. (372169)

Public Portal

  • Security updates and performance and stability enhancements. (373995, 373996, 373999, 374000, 374001, 374002, 374368)

  • Bugs fixed:

    • Resolved an issue that caused incorrect links to help files. (354321)
    • Search forms incorrectly displayed ampersands (&) using an ampersand encoding (&). This issue has been resolved. (370692)

Process Automation (including Business Process and Workflow)

  • Security updates and performance and stability enhancements. (375726, 375038, 374324, 374012, 373820, 373815, 373595, 373326, 373113, 372659, 371960, 371896, 369678, 346338, 308431)

  • Bugs Fixed:

    • Resolved an issue causing an empty teams list to be displayed when a user with a participant or community license reassigned a task. (375328)
    • Corrected faulty "Timer Boundary Event" trigger times after a version update with "wait for condition" and "repeat timer" triggers. (375133)
    • Improved handling when attempting to publish possibly corrupt processes. (374925)
    • Resolved an issue where a suspended "save to repository" task was unable to display error details in the "Monitor" page. (370933)

May 2, 2022

Capture Profiles

  • Bugs fixed:
    • The "Profile in Groups" column will now load when opening a partially configured capture profile group. (357392)
    • Several issues with zone focus were fixed, including an issue with dragging a zone immediately after selecting it. (373671)
    • You can now save changes to the built-in Invoices profile successfully. (372637)
    • Capture profile text zone tokens that are produced by the Run Capture Profile activity in Workflow now indicate they are multivalued in the token editor. (373799)
    • Capture profiles cannot be published unless they have at least one zone configured. (374943)

April 11, 2022

Known issues:

  • Project names must be unique across the cloud account, once a team uses a project name, no other team may use the same project name. (364300)
  • Imported business processes do not correctly verify access to required resources. (372864)

April 4, 2022

Capture Profiles

  • The dialog to sign back into Capture Profiles when a session has expired (or when another user signs in) is now synonymous with the dialog that is presented to users in the rest of Process Automation.
  • The prompt to add a zone to a sample document has been moved to the Zones pane to be less obtrusive.
  • If a capture profile, capture profile group, or smart invoice profile has not been published, a "Draft" label will appear next to its name to make it easily detectable.
  • The Capture Profiles Group user interface has been updated to be more intuitive to users.
  • Bugs fixed:
    • Configuring and saving changes to the default smart invoice profile that comes with Capture Profiles fails with an error. However, the workaround is to create a new smart invoice profile if you need to configure it. (372637)
    • When switching between sample documents with different numbers of pages, users now receive a warning when clicking on a zone on a nonexistent page. (352776)
    • Switching between sample documents that contain zones on pages that don't exist in the new sample document no longer fails. (352953)
    • The Capture Profile Designer now prompts the user to sign back in after the session times out. (357387)
    • The zone configuration box now stays adjacent to a zone that is dragged near the top of a page. (362921)
    • The "Current document has no pages" message is no longer sometimes displayed when opening a capture profile that contains a sample document with lots of pages. (362921)
    • The "Add a sample document" message is no longer sometimes displayed when opening a capture profile that contains a sample document with lots of pages.(362923)
    • When changing the name or description of a capture profile, the changes are no longer applied until you click the Save toolbar button. (355038)
    • Users can now use the DEL hotkey to delete zones. (368956)
    • Renaming a capture profile, then reverting to its original name, no longer displays a validation error. (369640)
    • The profile group zones page no longer takes an extended period of time to recalculate zones when profiles are added and removed from a profile group. (371796)

March 31, 2022

Solution Marketplace

  • The URL for solution templates now includes the template name for easy linking.
  • Filtering solution templates by industry has been improved.
  • Solution template images can now only be viewed within the product and not from the marketplace.

March 10, 2022

Scanning

  • The sign-in dialog box is no longer displayed again when scanned documents are being stored to a repository using the web client and Laserfiche Cloud. (362638)
  • Using a custom URL now successfully launches Windows desktop scanning. (359236)

March 8, 2022

February 3, 2022

January 24, 2022

  • The Solution Marketplace at marketplace.laserfiche.com has been updated to provide direct links to solution templates in Laserfiche Process Automation.

January 7, 2022

Process Automation

  • The link to videos on the process automation landing page now correctly links to the videos page in the documentation. (357197)

Business Processes

  • Added the ability to use JavaScript in the Forms Designer, utilizing a global LFForms object.
    • Ability to get/set field values.
    • Ability to check for errors on submission
    • Ability to search for fields
    • Events for field changes and field blur.

Smart Invoice Profiles

  • Smart Invoice Profiles can now capture handwritten text from invoices based on the default fields recognized by Smart Invoice Profiles.

Account Control Services

  • A new Okta System for Cross-domain Identity Management (SCIM) integration allows user changes in Okta to be automatically updated in Laserfiche Cloud Account Administration.