Laserfiche Cloud Changelog

April 3, 2025

March 26, 2025

Account Administration

March 20, 2025

Account Administration

  • Administrators can modify the Title and Company for a non-SCIM user in the User Details section of the Edit User page.

App Picker

  • The Submit Forms icon has been re-added to the Home section.

March 7, 2025

App Picker

  • The app picker has been reorganized in preparation for future features. Labels for sections and services have changed:
    • The Documents and Submit Forms icons have been removed from the Home section.
    • The Repository section has been renamed Content Management and now contains Repository, Repository Administration, and Public Portal Designer. The latter two items were moved from the Account Administration section.
    • The Admin section has been renamed Account Administration.

February 13, 2025

Business Processes

  • Fixed an issue that caused drop down field selected values that are then marked read-only on subsequent tasks to lose the initially selected value. (574927)
  • Resolved an issue where a newly created business process instance would not show in the Monitor page. (575602)

February 7, 2025

Home

  • Fixed an issue affecting the display of the "starred documents" widget. (570799)

Business Processes

  • Updated LFForm.setFieldValues and LFForm.changeFieldValues to allow for custom HTML and array parameters/settings. (547546)
  • Resolved an issue that prevented a tooltip from being available when a field rule condition name exceeded the width of the drop-down for selecting it. (554448)
  • Improved performance issues in print mode. (557721)
  • Resolved an issue that caused delayed display of instance data when the local computer time was behind the server time. (567238)
  • Resolved an issue that prevented a classic from from being converted when a field rule was set to "always show." (569395)
  • Fixed an issue that allowed read only date/time field calendar access by tabbing over from adjacent fields, but would not store a different date. (573414)

Workflow

  • Added the ability to filter monitor and manage views by project. (534233)
  • Added the "EncodeJSON” token function which escapes special characters to prepare strings for use with JSON. (568081)

January 23, 2025

Process Automation

  • Updated a message related to server errors when verifying a users access to Process Automation. (558808)

Business Processes

  • Fixed an issue where a duplicate ID could be created under limited circumstances when viewing reports. (572575)
  • Updated the form designers to better handle copy/pasting of rich text formats. (553512)

January 22, 2025

Developer Console

  • Account administrators now have the option to grant an OAuth application access on behalf of all users in an account. Users will not be prompted to grant the app access to their user account when using the corresponding application. (517645)

Account Administration

  • Users can now view the applications that an administrator has approved for them in the My Apps page. (517645)

January 17, 2025

Account Administration

  • Expanded the global banned password list.

January 14, 2025

Home Page

  • Fixed an issue to restore the Starred Document Count widget to the home page. (570799)

January 13, 2025

Business Processes

  • Addressed an issue that caused forms designed in the classic forms designer to fail to load . (566211)
  • Addressed an issue that resulted in the _saved_form_id, _saved_form_name, and _saved_form_link being incorrect when a save to repository service task was configured to include action history as separate document. (567249)
  • Fixed a known issue in the form designer where hiding the task comment box with field rules and ignoring the data caused LFForm.hideFields to ignore data for any field. (545510)
  • Resolved an issue that prevented copying a form after the process was moved from a team to the global context. (567288)
  • Addressed an issue when saving a form that sometimes failed to build document relationship. (566334)
  • Resolved an issue where a workflow that completes in less than a second could cause the workflow service task to display the wrong status in the monitor. (554942)

Workflow

  • Addressed an issue to prevent email notifications from being sent to deactivated user accounts. (566162)

December 18, 2024

Process Automation

  • Document Merge Rules can now be used within projects. (566822)

December 17, 2024

Business Processes

  • Fixed inappropriate formula recalculations when a set or row was deleted from a collection or table that did not reference fields within that set or row. (538524)
  • Resolved an issue where calculated dates within fields using the DD-MMM-YY format lost the century information if prior to 2000. (553187)
  • Fixed a date validation field rule issue for dates after 1-Jan-2050 that were displayed using the DD-MMM-YY format. (553436)

December 9, 2024

Workflow

  • Assign Field Values: In the designer, the value no longer gets reset to empty when the token is being used. (544965)

Business Processes

  • Added support for re-running a completed save to repository task while only saving form, excluding any attachments. (554249)
  • Resolved an issue where a lookup rule or formula on a new form would not take effect when a task was assigned to multiple users or a team. (538512)
  • Fixed an issue that caused selected drop-down list values from a previous form/step to be cleared when switching pages in a later step. (538545)
  • Resolved an issue that prevented a custom report from being generated when a large variable data set was retrieved due to tables or collections. (552741)
  • Resolved an issue where single line fields set to a value not in its lookup result would be cleared on subsequent tasks. (555640)

December 5, 2024

November 14, 2024

Laserfiche Home

  • Simplified the Tasks page listings display for easier readability. (552271)

November 7, 2024

Data Management

  • Lookup Table Query messaging revised to a warning rather than an error for large result sets. (544269)

Business Processes

  • Save to Repository tasks now support using a Record Series as a base path when using a Folder ID.
  • Email Service Tasks can now send forms as either PDF or Tiff, similar to Save to Repository Tasks.
  • You can now run an already completed save to repository step from the Monitor page.
  • The Monitor page now displays warnings when form attachments are too large to generate Laserfiche pages.
  • Fixed an issue where valid users were incorrectly being marked as invalid in user picker interfaces. (528634)
  • Fixed an issue where checkbox/radio/dropdown choices would not be carried over to approval forms in some cases. (538517)
  • Leading Zeros in Single Line fields in tables/collections are no longer dropped when using formula calculations. (542915)
  • Business processes now suspend and record errors correctly when a form is unable to be printed. (543584)
  • Fixed an issue in user task email notifications that sometimes caused corrupted custom task links. (544790)
  • The form designer now validates default values using the decimal places setting. (546449)
  • Fixed an issue in the form designer where a datetime field with only the time portion set by default could cause form submission failure. (547528)
  • Resolved an issue that caused some instances to continue to display a current step and assigned to value after completion of the instance. (547811)

October 24, 2024

Account Administration

  • Solution Providers can now initiate a customer assist session in order to access customer accounts through the SupportUser account. Customers must still enable the user before support engineers can request the session. The new experience removes the need to share authentication credentials and provides better auditing.

October 15, 2024

Business Process

  • Resolved an issue where public forms with many lookups would be rate limited. (544963)
  • Resolved an issue where form links were not localized in user task emails. (546208)

October 3, 2024

Business Process

  • Fixed an issue to respect regional date/time format settings. (544200)
    • Known issue: Canadian dates display MM/DD/YYYY. (544201)
  • Resolved a problem when a table field has a lookup and a field rule in the classic designer. (544215)
  • Fixed an issue to allow "\" to be used in all formulas. (544320)
  • Fixed an error message for when an email service task exceeds the 25MB limit. (544709)
  • Resolved an issue in validating number fields to prevent the insertion of non-numerical characters. (545300)

September 17, 2024

Business Processes

  • Fixed an issue that caused form submissions to be saved as drafts when a drop-down field contained duplicate labels. (543530)

September 5, 2024

Workflow

  • Activities within branches will no longer expose tokens within the designer when those branches are not directly active. (532536)
  • Selecting dates using the date picker will no longer appear off by a day. (536512)

Business Processes

  • Fixed localization issues. (536531, 538597, 539232)
  • Fixed case insensitive issues with field rule evaluations and custom filters in collections and tables. (369326, 495585)
  • Fixed an issue that prevented saving a form when validation of a formula in the right pane failed. (472296)
  • Fixed an issue where filters on collections/tables were case sensitive. (496239)
  • Fixed an issue that prevented successful form submition if the user changed form pages before a file upload completed. (513954)
  • Missing spaces will no longer appear in a rich text field when pasting text copied from Word. (517270)
  • Dropdown and radio button fields nested in collection or table fields now maintain their selected values on the thank you page and other user task forms. (531524)
  • Updated WCAG compliance on forms created with the designer. (533520)
  • If a user task is deleted from a process while an instance is running, the instance no longer becomes stuck at that task and terminates as expected. (534636)
  • Fixed an issue where field rules would not work in some cases for dropdowns when custom choices and append to lookup results were selected. (535022)
  • Improved the performance of lookup rule processing. (537489)
  • Fixed an issue where repeated selection of a lookup trigger that populated a table resulted in an error on form submission. (538063)

Account Administration

  • Fixed an issue where the Assign rights dialog may not display the OK and Cancel buttons when viewed on a small window. (534249)
  • Fixed an issue where the "Forgot Password?" option may not be available on the sign-in page used by certain client applications. (531955)

August 21, 2024

Business Processes

  • Fixed an issue where some elements on the form thank you page where not displaying the selected language as expected. (538597)

August 15, 2024

Business Processes

  • Fixed an issue where French and Spanish language settings were not reflected on the business processes Monitor page. (536531)
  • An ampersand (&) on a button has been removed from the business processes Monitor page when the language is set to French. (536523)

August 7, 2024

Documents

  • Deployed service optimizations designed to improve search speeds for field searches and entry name searches.

August 1, 2024

  • Deleting table rows on a previously submitted form from within a task now correctly updates values calculated from the table data. (529860)
  • Parallel workflow and subprocesses can no longer cause user tasks to become stuck. (529867)
  • Workflow service tasks no longer become stuck if the workflow completes successfully when a capture profile is mapped to a collection variable. (534459)

July 23, 2024

Form Designer

  • Resolved an issue where dropdown fields failed to show values populated from a lookup when those values failed to match pre-configured options. (532958, 533290, 533519, 533518, 533797)

July 11, 2024

Account Administration

  • Administrators can now choose to generate a unique service provider entity ID for a Laserfiche Cloud account. On the Single Sign-On tab, view the Service Provider Information to choose to generate a unique ID.

Workflow

  • The output parameter editor for workflows shows the token selector as expected when "Set output values with Assign Token Values activity" is unchecked. (527940)

Form Designer

  • Improvements to the LFForm object:
    • The LFForm object now supports additional properties so developers can see process information at runtime, like process step and stage.
    • The onFormSubmission event handler event object now provides both the label and action of the clicked button, and supports asynchronous callback handlers allowing modifications to the form before submission.
  • Other fixes:
    • If a lookup used to populate choices results in the duplication of a configured choice label, the duplicated labels will be updated to include the related values. (520415)
    • If a lookup used to populate choices results in the duplication of a configured value, the configured choice will be replaced by the lookup result choice. (520417)
    • Adding/Removing CSS classes to a form field from the LFForm object are now reflected in the form’s DOM. (526162)

Business Processes

  • Registered users without a license are no longer able to submit private forms if given a direct link to the form. (520861)
  • Increased ability of Save to Repository service tasks to handle transient network issues. (529034)
  • Yukon standard time support added to the Save to Repository service task. (529486)

June 24, 2024

Process Automation

  • Fixed an issue related to Pacific time zone being displayed for non-Pacific regions in Business Process instance activities. (Canada) (526767)

June 13, 2024

Forms

  • Increased Save To Repository timeout to accommodate longer print jobs, reducing the likelihood of suspended instances for large forms. (526930)

Web Client

  • The word count of a document included for summarization has been increased to approximately 100,000 words.(527656)

June 11, 2024

Bots

  • The Laserfiche Bot recorder no longer errors when reading th or td table elements with rowspan or colspan attributes (521261)
  • The Action History now displays all steps correctly when scrolling up and down in the history. (514099)

June 6, 2024

Process Automation Platform

  • Remote Agent now correctly passes multivalued inputs to scripts . (510253)

Business Processes

  • Form Designer
    • Multiple onFieldChange events are no longer generated when setting a value in a date field. (520624)
    • Table text in the form designer now accommodates long text values. (520681)
    • Leading zeros are no longer trimmed when importing a choices list. (521560)
  • Classic Designer
    • Fixed an issue where SUM calculations were incorrect under very specific circumstances. (507505)
  • Dropdown fields now support duplicate values when the duplicated values come from a lookup query. (518043)
  • The Team Analyst role is now able to reassign tasks assigned to other users in a team. (518642)
  • Tasks can now only be released by a user if they have the ability to reassign, or if it is assigned to them. (518894)
  • Fixed an issue where an empty fileset would cause a process to become suspended at a workflow service task. (523247)

Account Administration

  • The Laserfiche Cloud document repository can now be accessed while the Repository Export Client is still migrating repository data from a self-hosted repository into Laserfiche Cloud. Solution Providers can view the status of a migration from the Repository Import Monitor and see when users can sign in to the repository.
  • Automated system emails like the initial account activation email, password reset email, email verification email, etc. have been updated with a new look.

May 17, 2024

Laserfiche Cloud Migration Readiness Assessment Tool

May 9, 2024

Account Administration

  • Performance enhancements for bulk actions (Enable, Disable, Delete, Add to group, Set user license type, and Require password change) on the Users page. The enhancements also include additional notification messages for bulk actions.

Business Processes

  • Fixed an issue in the form designer that caused the cursor to move to the end of the content when typing quickly in a multiline text field. (505560)

May 2, 2024

Workflow

  • Fixed an issue that caused the Set Records Management Properties activity to be unable to show retention schedule information after a schedule created earlier than the desired schedule was deleted. (508392)

Business Processes

  • Setting a task reminder wait time based on a variable is now handled correctly, and occurs as specified. (516694)
  • Expanded the top-level domain name length that can be passed from a workflow to support new domains. (517061)
  • The "Save draft" button on the task page is no longer disabled when "Automatically load the next task..." is selected, and "Only display the form" is not selected. (518142)
  • Public portal forms now display the submission preview when the On event completion, Show submitted form option is selected. (519780)
  • Form Designer
    • Completed full localization of the date picker on forms and in the designer. (324926)
    • Fixed an issue that prevented a barcode scan from being saved on form submission. (494734)
    • Field rules on a table now evaluate properly when a table initially starts with no rows. (515755)
    • Formulas with numbers now handle empty field values and update the calculations correctly. (517426)
    • Sections can no longer be collapsed or expanded when the option to allow it is not selected. (517773)

Rules

  • Web Request no longer automatically appends charset=utf-8 encoding to all application/json content-type headers and now provides functionality to leave the encoding blank or specify a value. (518189)

April 30, 2024

Web Client

April 25, 2024

Business Processes

  • Fixed an issue that caused save to repository tasks to become suspended if a multiline field was filled with more than 3072 characters. (518958)

April 19, 2024

Business Processes

  • Corrected a problem where the displayed timzone on tasks would not respect the timezone selected by the user in account settings. (518396)

April 12, 2024

Business Processes

  • Fixed an issue with date range validation when using a token in forms. (515709)
  • Importing a self-hosted based process with an empty Team rule no longer causes the process to suspend when run. (517200)
  • Fixed an issue that prevented importing a process when a save to repository task and file upload task are not re-mapped during the import process. (517421)

Developer Console

  • Added option to generate a username and password for use with Laserfiche APIs. (510452)

April 4, 2024

Business Processes

  • The order of Lookup Rules are now maintained when Business Processes are imported from Self-Hosted to Cloud. (488310)
  • Resolved an issue related to Forms not submitting when using a WaitForTrigger status in a task. (509773)
  • Read-only email fields now contain selectable text. (512396)
  • Work schedules now continue to be available in processes after they're renamed. (513838)
  • Resolved an issue related to the Form Reports page not loading. (514551)

Form Designer

  • Resolved an issue related to linked drafts not opening correctly in Modern Forms on iOS devices. (514582)
  • Forms now support a custom JavaScript function to run validation on dates. (503979)
  • Signature fields can now be read-only when signed in a previous user task step. (512066)

Process Automation

  • Resolved an issue related to the number of task counts being displayed incorrectly. (510012)

Web Client

  • (Preview) Added the ability to generate summaries of documents using Laserfiche AI.
  • In some cases, email files with EML extensions would display non-ascii characters incorrectly. This issue has been resolved. (514090)
  • Improved performance on the Options page. (516091)

March 18, 2024

Home Page

  • Resolved an issue where the text of all saved searches combined exceeded a threshold, causing a "Data at the root level is invalid." error on the home page for a few customers. (513342)

Capture Profiles

  • Fixed an issue where some error messages displayed unresolved placeholder text. (511527)
  • The text viewer in the test results view has three updates: (419592)
    • Fixed an issue with spacing between words.
    • The tooltips displayed when hovering over zones/anchors have been updated with different text and include all zones/anchors that use the specific word you're hovering over.
    • The coloring has been updated to show when zones/anchors overlap the same word.
  • Additional minor bug and accessibility fixes.  

March 14, 2024

Business Processes - Form Designer

  • Required fields that are displayed based on field rule conditions no longer show a validation error prior to customer input. (512307)
  • Assigning a theme without a logo image to a form no longer causes console error messages. (512554)
  • Variables used in field labels or Custom HTML fields now display the value correctly. (513291)

March 8, 2024

Account Administration

  • Laserfiche no longer sends an email verification email when batch importing federated users through the Import from CSV feature. Administrators can click on the "Verify" link in the email column to send a verification email to a user and users can verify their email from their profile page.

March 7, 2024

Business Processes

  • Form Lookup Rules now support Web Request rules from both the form designer and classic form designer. Previously users had to use lookup tables and queries to integrate data with their forms, or they had to implement their own JavaScript to integrate with web APIs. Native access to web request rules in forms lets designers easily integrate 3rd party data sources using potentially complex APIs, including the Laserfiche API. These web request rules are now secured by Laserfiche and the underlying authentication credentials are not exposed to the user like they would be when executed through custom JavaScript.
  • Added the ability to select all process versions in the Task Load Business Process and Work in Progress reports.
  • Files uploaded as attachments to public drafts are no longer automatically deleted. (503361)
  • Processes now terminate correctly instead becoming suspended when invocation limits are reached. (505087)
  • The "pipe" (|) character is no longer replaced with a comma character when passed in an input parameter to a Workflow Service Task. (506499)
  • Fixed a problem where a space in a choice label would prevent the ability to edit the checkbox variable. (508139)
  • Fixed a checkbox issue where editing the value of the "Other" choice created a new option with the updated value rather than just updating the value. (508140)
  • Resolved an issue where certain form data would not be selectable when running reports. (509293)
  • Resolved an issue whereediting a checkbox variable was not correctly propogated to the user task. (509805)
  • Fixed an issue that prevented variable values from being displayed properly as Section labels, text above fields, or text below fields. (510268)
  • Team Analysts are now able to reassign tasks as expected. (423625)
  • Form Designer:
    • The field rule designer now handles localization of numbers correctly when the browser is set to languages other than English. (498953)
    • Fixed an issue where SUMIF calculations within a table referencing a checkbox did not include values listed after a deleted row. (507071)
    • Resolved an issue with fields in nested subsections when using a field rule to show both the parent and child sections. (507998)
    • Fixed an error when trying to assign a theme with no logo. (512554)

Process Automation

  • Saved Searches displayed on the Home page now includes searches inherited from both Everyone and Groups. (415276, 506234)

March 6, 2024

Account Administration

  • As part of service stability optimizations, account administrators can no longer choose to bulk email multiple users at the same time. The changes include:
    • The Verify email and Send password email options have been removed from the toolbar and right-click shortcut menu. Administrators can click on the "Verify" link in the email column to send a verification email to a user and users can verify their email from their profile page. Users can reset their password using the Forgot password option on the sign-in page.
    • The Import from CSV feature's Import Users dialog no longer includes the Send a password setup email and Send email verification options. Administrators can choose to include a password for users in the CSV file. Newly imported users can reset their password using the Forgot password option on the sign-in page. If so desired, administrators can also select the Force password change option on the new users after the import process.
    • When deleting an identity provider, the action will not send an email to affected users. Affected users can reset their password using the Forgot password option on the sign-in page.
    • The Force password change option now resets passwords without sending an email. Affected users can reset their password during the next sign-in attempt.

February 21, 2024

Business Processes

  • Resolved an issue where certain form data would not be selectable when running reports. (509293)

February 19, 2024

OCR Services

  • Processing large multi-page documents no longer creates multiple versions of the entry. (509120)

February 15, 2024

Process Automation

  • Updated the import dialogs for Teams and Capture Profiles to allow drag and drop file upload functionality.
  • Saved searches displayed on the Home page now show searches inherited from the Everyone group as well as the individual user saved searches. (415276)

Workflow

  • Revised the Email activity to allow up to 20 attachments. The 25 GB encoded maximum attachment size limit remains unchanged.

Business Processes

  • Improved the message displayed for forms that are no longer available. (500485)
  • A process created within a team project and moved to the Global space can now be invoked by a workflow. (503697)
  • Reverting a process version now completes successfully with no errors. (504123)

Form Designer

  • Resolved an issue where importing a forms process would allow uploading duplicate logos and report a database exception when trying to modify the imported forms. (398177)
  • SUMIF calculations referencing tables now update correctly after a row in the table is deleted. (496600)
  • Now able to set values for dropdowns using URL parameters. (503582)
  • Resolved an issue where typing in the middle of a multi-line field would cause the cursor to move to the end causing new text to be added to the end of the field. (505560)

February 1, 2024

Capture Profiles

  • Capture Profile zones will now return a blank value when a zone's anchor is not found on the page, rather than capturing the text at the zone's location (377659)

Laserfiche API

  • Fixed a responsive layout issue with the New button on the Developer Console’s Applications page. Previously, the button could display off screen at smaller browser resolutions or viewport sizes. (492111)
  • Modified the font style for improved visibility on the "Create a new app" page in the Developer Console. (492112)
  • Fixed an issue that could cause the Developer Console to create a service app instead of a web app. (498621)
  • Fixed an issue in the Laserfiche API Swagger Playground where the "Available authorizations" pop-up dialog may not display available OAuth scopes. (499291)

Laserfiche App

Business Processes

  • Fixed an issue where a task that included PDF attachments would cause save to repository tasks to create blank pages in the saved PDF. (505142)

January 18, 2024

Laserfiche Outlook Add-in for Microsoft 365

  • Fixed an issue regarding inline attachments (embedded images) when importing through the add-in. (494809)
  • Fixed an issue with importing .msg email attachments. (501481)
  • Fixed an issue regarding inline attachments being saved as regular attachments. (501628)

January 12, 2024

Business Processes

  • Fixed an issue to prevent save to repository tasks from failing when generating larger PDF files at save time. (504307, 503577)

January 4, 2024

Process Automation

  • Fixed issue related to Form Developer’s ability to create Project based Business Process as a Team Developer. (487671)

Business Processes

  • Inbox filter options now support paging. (500521)
  • Fixed issue related to inclusive gateway merging. (499317)
  • Fixed issue related to cookies causing Forms page to not load. (495104)
  • Fixed issue related to different instances being shown on Monitor page depending on time zone. (492886)
  • File set import from repository now only requires repository rights. (490818)
  • Improved error messaging around repository file uploads. (490786)
  • Security improvements to team management. (470243)
  • Fixed issue related to Save To Repository file uploads. (501440)
  • Fixed issue causing Business Process fields to not show/hide correctly when using Spanish (Spain) language in browser. (498952)
  • Fixed issue related to SUMIF calculations not updating after row deletion in a table. (496600)
  • Fixed issue related to dropdown styling. (495559)
  • Fixed issue related to theme images not loading. (493873)
  • Fixed issue related to read-only single-line fields displaying an error after deletion from a lookup rule. (493523)
  • Fixed issue related to decimal values not being recorded in number fields when processes are started Using the Laserfiche Mobile app on iOS or a mobile web browser. (492700)
  • Fixed issue related to logos yielding an error when trying to save a form. (398177)

Capture Profiles

  • Security fixes
  • Improved performance