Recent Changes

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 instamce. (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

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)

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)

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 20, 2024

Web Client

  • AI-generated document summaries are now longer and include helpful formatting (headers, bullets, etc.) when the underlying source material is longer. (535080)

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

  • Document summarization with Laserfiche AI is now available for all Cloud customers. For more information, see Working with Document Summaries.

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

December 6, 2023

Laserfiche Outlook Add-in for Microsoft 365

  • The Laserfiche Outlook Add-in for Microsoft 365 now uses OAuth authentication to connect to Laserfiche. Existing accounts should automatically switch over to using OAuth without additional administrator configuration. Users signing in through the add-in may be prompted to grant consent for the add-in to access Laserfiche.

December 5, 2023

Business Processes

  • Resolved an issue where file upload fields in the form designer would not respect account file upload limits higher than the global 25 MB limit. (498586)

Capture Profiles

  • Security updates and enhancements.

November 21, 2023

Business Processes

  • Email fields in modern forms now require both hostname and domain name to be validated. (495670)

November 7, 2023

Business Processes

  • Fixed an issue that prevented forms from loading when third-party cookies containing non-ASCII characters in the header were present. (405104, 494837)

Process Automation

  • Resolved an issue that caused workflows or business processes to be terminated when being started by other process automation entities. (494601)
  • Team Developers and External Developers can now delete business processes within appropriate team projects when they have the minimum account right of Access to Process Automation. (487807)

November 2, 2023

New Features summary for the Laserfiche Cloud November 2023 Update

Process Automation

  • Users display names may now contain double quotes. (489675)
  • Starting Rules that invoke workflows no longer display duplicated available workflows for selection. (476502)

Business Processes

  • Limits have been changed for lookup table columns, rows, characters per row, and file size for improved overall performance. See the Service Limits page for additional information. (481425, 481255)
  • The order of lookup rules is now always maintained when importing business processes from self-hosted Laserfiche Forms to Laserfiche Cloud. (488310)
  • Form Designer Updates:
    • Duplicating fields can longer cause duplicated IDs. (480598)
    • Fixed a display issue where a narrow single line or drop-down field would not show all values clearly when filled from a lookup. (480747)

Custom Reports

  • Additional relative date options added for filtering in reports. (476227)
  • Reports now support multiple columns for sorting in Table in View. (476225)

Web Client

  • Direct share now supports use of a one-time passcode to secure and retrieve documents. (374332)
  • Resolved issues when generating pages and text from some PDFs. (485295, 486015, 491605, 485045, 485287)

Starting Rules

  • The starting event creation dialog will no longer close if you click outside its borders. (475956)

Account Administration

  • The My Account page now has a My Apps tab where you can view the SAML OAuth apps that you have granted access to your Laserfiche account.

Laserfiche App

  • To successfully sign into Laserfiche Cloud using the app, you must update to the latest version of the app.
  • For additional app updates, see KB 1014494.

October 27, 2023

Web Client

  • The Everyone group can now be toggled between read-write and read-only repository access. (492029)
  • Resolved an issue that could prevent users from downloading Laserfiche Webtools Agent from the Options page. (492860)

October 20, 2023

Documents

  • OCR service availability and stability improvements. Improved resource sharing optimization between tenants prevents potential monopolizing of the OCR service when processing requests. This feature also introduces daily limits for different types of OCR jobs. This feature will be gradually rolled out to customers over the next few weeks.(395065)

Capture Profiles

  • Generating text for a document will no longer create a separate version as each page of the document is OCRed. (372075)

October 12, 2023

Business Processes

  • Fixed an issue that prevented form recovery if a user was completing a form when its process was republished. (488730)
  • Fixed an issue that prevented a Custom HTML button from opening a document in a new window. (489438)

October 10, 2023

Capture Profiles

  • Security updates and enhancements.

October 9, 2023

Bots

  • Security updates and enhancements.

October 5, 2023

Rules

  • Checkboxes in Document Merge Rules now allow additional boolean input types. (474384)

Business Processes

  • Submission IP addresses are now available as a column in the Business Process Monitoring page.
  • Fixed an issue in Business Process Settings where navigating to a form from a particular resource opened to a blank page when within a project. (420020)
  • Radio button and checkbox fields within forms have been changed to only save selected choices if total choices exceed 100. (47639)
  • Rows to Return feature has been added to Lookup Table Queries for improved performance of customer queries. (481216)
  • Form Designer Updates:
    • A change to the Custom HTML field now prevents the use of any type of window.postMessage JavaScript calls. Refer to this answers post to learn more about how to safely use HTML events in the form designer. Note: Any unsupported code will display errors in the browser developer console.
    • Values in number fields can now be cleared using JavaScript. (472854)
    • Validation is no longer triggered for required fields when adding fields in tables or collections. (479911)
    • Duplicating fields no longer cause duplicated field IDs. (480598)
    • Resolved an issue that was generating a “Invalid read-only field trigger” error. (481409)
    • Right Pane validation is now displayed for saved forms with invalid range field rules. (481637)
    • Resolved a timing issue that displayed a blank value when selecting a drop-down field that is populated by a lookup. (482584)
    • Resolved an issue that prevented lookup rules from functioning if pagination is later enabled. (484104, 484103)
    • Resolved an issue that prevented a form from receiving lookup rule values. (484278, 484263)

Teams

  • Modifying a team's users no longer erases the team description. (486342)

Capture Profiles

  • The Add/Remove Sample Documents dialog box can no longer be closed until the documents are finished creating. (474338)
  • When uploading sample documents, any pages larger than 10 MB will now be compressed. (474733)

Laserfiche iOS and Android App

  • Files can now be uploaded to a classic form successfully if the Prevent Cross-Site Request Forgery with a CSRF token option is disabled in Laserfiche Forms. (480930)
  • User tasks can now successfully be reassigned in Forms if the Prevent Cross-Site Request Forgery with a CSRF token option is disabled. (482480)

Web Client

  • Administrators can now disable the automatic transcription of audio and video files for the repository. (474835)
  • Resolved an issue in which date searches fail with a “Date/time out of range. [9170]” error for some locales. (487492)
  • Security enhancements.

Public Portal

  • Resolved an issue that could prevent users from selecting all entries in a view for downloading. (481875)
  • Security enhancements.

Account Administration

  • Security enhancements.

October 2, 2023

Workflow

  • Note: Users will need to clear the browser cache before continuing to use Workflow, otherwise the below issues may not be resolved.
  • Resolved an issue that prevented changing the tag for Workflow input parameters. (485533)
  • Running the designer in a language other than English will no longer translate tokens. (486808)

September 21, 2023

Account Administration

  • Laserfiche Cloud customer account names can now contain up to 100 characters, up from 75. (418393)
  • The Plan page now displays the "Laserfiche API" plan limit as Calls / Month. (473749)

September 20, 2023

Process Automation

  • Added support for international languages and date/time/number formatting.

Business Processes

  • Lookup rules are now enabled correctly on save as expected in the classic form designer. (484463)

Workflows

  • Starting events based on stamp actions now trigger workflows correctly. (485013)

September 11, 2023

Web Client

  • Security updates and enhancements.
  • Resolved an issue that could prevent saved searches from loading in some repositories that were migrated from a self-hosted Laserfiche system. (482708)
  • Resolved an issue that could result in a "Field not found" error for users in some cases when searching for documents containing a field to which they do not have access. (476946)
  • Folders containing large numbers of entries now filter column values correctly. (477244)
  • In some cases, deleting a group in the repository could cause all saved searches to stop displaying. This issue has been resolved. (477573)

September 7, 2023

Laserfiche Integration with Microsoft Teams

  • The Laserfiche App for Microsoft Teams has been updated to include security fixes and to support Spanish and French localization. Learn how to update the Laserfiche App.

Solution Marketplace

  • The Solution Marketplace has been updated to include a cleaner design and minor bug fixes.

Process Automation Platform

  • Fixed an issue that had caused the quick searches widget to display an error when the user has an attribute larger than 3000 characters. (480051)

Business processes

  • Resolved an issue where invalid characters in CSS classes were allowed to be used when designing a form. (359939)
  • Resolved an issue where non-formatted/manually typed dates were parsed incorrectly when automatically formatted into their date format. (396296)
  • Added code sanitization to user defined CSS classes. (402679)
  • Resolved an issue when configuring field rules that allowed invalid date ranges when “show time” was enabled on the field. (424188)
  • Resolved an issue where multiple lookup rules configured for the same field would fill the field out of order. (425740)
  • Fixed an issue where formulas using checkbox were not working when "Append choices to lookup results" was enabled. (426628)
  • Resolved an issue where lookup rules would not populate fields within a section in a collection. (476498)
  • Resolved an issue in classic forms where new lines were not rendered in radio/checkbox choice options. (482414)
  • Fixed an issue where a renamed variable in a collection caused formula references to fail. (480895)
  • Resolved an issue where collections used across multiple forms would not remove user deleted sets as a process progressed. (477231)
  • Fixed an issue where the link in a process failure or suspension notification email failed to open the intended instance details. (477301)

Laserfiche App

  • Security improvements. (472557, 475057, 475423, 475424, 475581)
  • In the Laserfiche Android app, users can now authenticate using fingerprint identification multiple times if the first attempt fails. (190437)

Account Administration

  • Users with the Account Administration access right can review the Laserfiche Cloud subscription agreement from the Settings page's Profile tab. (476370)

Web Client

  • Resolved an issue in which some strings in direct share emails were not translated. (426645)

Public Portal

  • Security updates and enhancements.
  • Fixed a potential issue where Public Portal searches did not process quoted search phrases properly. (479605)

August 30, 2023

Capture Profiles

  • Security fixes and performance improvements. (479148, 473331, 473684)

August 29, 2023

Web Client

  • Resolved an issue that resulted in saved searches no longer functioning after a migration from self-hosted editions of Laserfiche to Laserfiche Cloud. (480585)
  • An issue that could prevent multiple users from simultaneously editing PowerPoint documents when using Office Online has been resolved.

August 28, 2023

Capture Profiles

  • Smart Invoice Capture Profiles now have updated models with improved overall performance. (479155)
  • Currency signs will automatically be removed from the numerical Subtotal and Tax Amount fields. (479155)

August 17, 2023

Workflow

  • Importing a workflow with one or more rules to a new environment no longer creates a mismatch in the rule version. (413727)
  • Fixed an issue that caused a workflow that exceeded instance loop counts to become idle. (475544)
  • Clicking on a previously configured Assign Field Values activity no longer clears the previously specified template dropdown value. (476669)

August 9, 2023

Business Profiles

  • Resolved an issue that prevented formulas from processing on fields with a lookup rule. (476706, 476524)
  • Resolved an issue that caused a JavaScript error message with save to repository tasks. (474876, 474948)

August 8, 2023

Capture Profiles

  • Improved processing for large images. (476495)

August 3, 2023

  • Security improvements throughout the suite.

Laserfiche iOS and Android App

  • Users without repository access are now able to sign into Laserfiche Cloud and access Process Automation successfully. (331622)
  • Occasionally, a "Failed to read file" error displayed when attempting to submit an offline form containing an upload field. This has been resolved. (371730)
  • Signing out of the app and back into Forms now successfully directs you to the app view instead of the web view. (474320)
  • The iOS app no longer closes unexpectedly when uploading an HTML file to the repository. (429648)

Capture Profiles

  • Adding a sample document no longer fails when deleting multiple sample documents at the same time. (428346)
  • The Capture Profile Designer loading performance has been improved. (429706)

Workflows

  • Revised the designer to correctly state the number of attachments (4) in the Email activity. (316109)
  • Changed the "Open selected workflow" button behavior to open a new workflow designer tab in the same web browser tab. (470259)
  • Using zero (0) in conditionals for integer/numerical objects now works. (442291)
  • In the Track Tokens activity, clearing all on global tokens no longer clears other activity's token selections. (423198)
  • Resolved an issue preventing a saved search from running following a previous saved search in the workflow monitor. (425044)

Starting Events

  • Schedule starting events will no longer occasionally run twice. (429692)
  • Condition starting events with certain sets of fields now load the field list correctly. (472140)

Rules

  • In Web Request, The HTTP Request Header field size for web request rules has been increased to allow better visibility of the header string. (414988)
  • PDFs with calculations will no longer show “NaN” in document merge rules. (426144)
  • Resolved an issue preventing Boolean values from properly displaying in query results. (469310)

Business Processes

  • Added a 'refresh' button in the history tab of the instance drilldown page. (470122)
  • Fixed an issue that displayed the wrong error message when a deleted field is still in use in a save to repository task. (428506)
  • Form designer forms are no longer converted to classic form format when importing an updated version of a business process. (469830)
  • An inserted token from the variable picker is now placed correctly in the process diagram. (470059)
  • Fixed an issue where a read-only field with a formula would not compute when the locale was set to Spanish (Spain) for both form designer and classic forms. (473142, 473143, 473040)
  • Form designer:
    • Resolved an issue where the layout designer would warn a user of a field rule targeting the same field multiple times when the other field rules were disabled. (371014)
    • Resolved an issue where fields populated by lookup results would not respect the default value if lookup results contained the default value. (372204)
    • Resolved an issue where reCAPTCHA was shown on every page regardless of which page the Submit action was on. (410977)
    • Resolved an issue where radio buttons were not being processed properly in formulas when used in conjunction with IF functions and Time fields. (416788)
    • Fixed an issue where submission actions were hidden off screen when used on some iOS devices and some display resolutions. (419606)
    • Fixed an issue where read-only fields were difficult to distinguish from editable fields. (420321)
    • Fixed an issue where formulas in a table or collection would clear readonly fields when certain criteria were met. (426264, 426261)
    • Formula using checkbox is not working when Append choices to lookup results is enabled (426628)
    • Fixed an issue where save to repository tasks would not display form logos when converted from classic forms to designer forms. (427950)
    • Fixed an issue where multiline fields would not retain new lines when the values were sent via email. (430223)
    • Resolved an issue where a submitted form that contained custom JavaScript created a blank page when printed or downloaded from the thank you page. (443107, 430532)
    • Fixed an issue to show the Save Draft button on every form page rather than only with the submit action buttons. (469547)
    • Submission is now properly blocked while a file is uploading and tells the user "Uploading file" instead of "Retrieving field values". (469979)
    • Resolved an issue where subsequent lookup rule triggers that would otherwise shrink a table or collection kept the original table size. (471298)
    • Resolved an issue where field rules on a checkbox would not fire when the checkbox was filled via a lookup rule. (471617)
    • Invalid characters in CSS classes no longer generate JavaScript errors on preview, now cause a validation error in the designer. (359939)
    • When saving PDF in Forms using Edge or Chrome, page breaks remove data (426568)
    • Lookup rule filling multiple columns as new sets in a repeatable adds extra rows for every column that returns empty array (472596)
    • Resolved an issue where formulas in number fields would not be triggered when filling a form on iOS devices. (474144, 474056)

Web Client

  • When using the "within" option in a Text search, the context hits list will now display the correct results that are within the specified proximity to one another. (413786)
  • Resolved an issue that could cause some imports to fail. (471573)
  • The recent folders list, accessible from the path bar in the web client, now correctly shows recently-opened folders. (471574)

Account Administration

  • Solution Providers can now access a Repository Import Monitor site, allowing them to monitor the migration process for customers that are migrating repository data from self-hosted Laserfiche to Laserfiche Cloud. To view the site, select Repository Import Monitor from the app picker or the Overview page. This service was previously available as a preview to select Solution Providers.

July 13, 2023

Business Processes

  • Resolved an issue where importing a process updated in an alternate account caused form designer forms to be converted to classic form format. (469830)
  • Resolved an issue in the form designer where a table populated from a lookup included extra rows if the number of lookup values are less than the row count of the table. (471298)
  • Resolved an issue in the form designer where a calculation within a collection that depends on a value from a lookup cleared the field value. (426261, 426264)
  • Resolved an issue in the form designer where the ROW() function in a table would return incorrect values. (471427)

July 10, 2023

  • Added the Laserfiche Status and Support links to the My Account menu. (430006, 430010)
  • Resolved an issue that could prevent MSG files from displaying correctly. (430836)
  • Generating pages from some PDFs could result in a "Incorrect operator definition" error. This issue has been resolved. (428318)
  • In some cases, Laserfiche could stop responding when displaying search highlights for searches using the within search parameter. This issue has been resolved. (430451)

July 6, 2023

Account Administration

  • Select Solution Providers can now access a Repository Import Monitor site, allowing them to monitor the migration process for customers that are migrating repository data from self-hosted Laserfiche to Laserfiche Cloud. To view the site, select Repository Import Monitor from the app picker or the Overview page.

Integrations

  • Web Service Connections now support OAuth 2.0 protocol and custom headers.

Laserfiche Mobile

  • Biometric support for signing into Laserfiche Cloud has been updated to include Azure AD and AD FS. Face/Touch ID is supported on iOS and fingerprint scanning is supported on Android. (422302)
  • The Android app now asks for permission to open the gallery. (429415)
  • The Android app is now able to add a Laserfiche widget to the Android home screen. (429643)
  • The Android app is now able to sign into self-hosted when redirected after a failed domain sign-in attempt. (419247)
  • The iOS app map information is now loaded successfully when viewed or when searching a location. (429644)
  • An invalid connection error is no longer displayed when attempting to share a file using Direct Share. (429952)
  • Session timeout is no longer displayed when attempting to save an offline copy of a folder. (429953)
  • An unexpected error is no longer displayed when attempting to view a PDF as an electronic file. (430039)
  • The sign in button now says Laserfiche Cloud instead of Cloud. (469291)
  • Users are no longer prompted to sign in to the app when viewing a task after their previous session timed out. (313683)
  • Taking a picture using the Scene Optimizer option on Samsung devices and uploading it to Laserfiche no longer closes the app unexpectedly. (368578)

Web Client

  • Resolved an issue in which using the %(FileModified) token during import could result in a "Bad field value. [9017]" error. (423492)
  • In some cases, jumping to a specific entry in a list by typing failed. This issue has been resolved. (430021)
  • Resolved an issue that could result in a "The value of start must be at least PageRange.MIN_PAGE_NUMBER (1). (Parameter 'start')" error when importing a file as a new version of an existing document. (430095)
  • Resolved an issue that could result in a "The value of start must be at least MIN_PAGE_NUMBER" error when sharing a document using direct share. (467259)

June 30, 2023

Capture Profiles

  • Smart Invoice Capture optional field extraction is no longer disabled when lookup tables are not configured. (470347)

June 22, 2023

Business Processes

  • Fixed the sort order of the task list in the inbox so that leading special characters in task names are consistently sorted. (428189)
  • Importing a process to an account that was updated in another account completes successfully. (443143)
  • Survey results no longer show incorrect values when a new version is published. (442718)

June 15, 2023

Starting Rules

  • Fixed an issue that caused the rule schedule to not be displayed in the summary page when editing/creating/importing a starting rule. (430111, 442555)
  • Fixed an issue that was preventing additional conditions from being added to a rule when editing a starting rule. (429417, 442555)

Business Processes

  • For limited release - The single line field in the form designer now features an A.I. assistant to help build and explain a regular expression based on a prompt.
  • Made performance improvements that will prevent random Forms submission failure. (425698, 425708)

Workflow

  • Fixed an issue that prevented conditional statements from comparing against a zero (0) value. (442291, 442289)

Capture Profiles

  • Smart Invoice Capture now automates the extraction of four new fields from invoices: the shipping address, subtotal, tax amount, and tax ID. (425904)
  • Improved error logging has been added to Capture Profiles. (427788)

June 9, 2023

Microsoft Teams Integration

  • You can now save files to repositories in multiple regions for a single manifest. (425523)

June 8, 2023

Business Processes

  • Fixed an issue that stopped formulas from populating tables/collections when triggered by fields outside the table/collection. (430584)

June 5, 2023

Business Processes

  • User interface improvements to the save to repository service task. (423523)
  • Token fields for output values are now clickable and searchable. (415324)
  • Fileset repository search is no longer case sensitive. (427924)
  • Fileset instances within report drill downs are now viewable. (427593)
  • In team projects, business process rules that were created by other team members can now be opened in project resources. (415778)
  • Fixed a font size issue in Message Start Event. (424915)
  • Classic form preview page is now loading in Safari on MacOS. (421449)
  • Correct columns are now displaying in survey submission report CSVs after new items are added to the survey edit page. (424293)
  • Time format is now sowing correctly on the monitor page for locale setting French (Canada). (424707)
  • Fixed issue that could cause slow performance when loading forms tasks. (425245)
  • Fixed an issue with Test Wait Duration in sub-processes that use task reminders in user tasks. (426495)
  • Email notifications now being sent when processes are suspended in an instance configured with invalid STR access. (427525)
  • Improved response time on lookup rules within a collection. (321714)
  • Fixed an issue with column resizing when hidden columns are used. (410876)

Rules

  • Query testing now displays the total number of results that would be returned from the query. (418271)

Workflow

  • Fixed an issue with evaluation of folder contents conditions using input parameter tokens. (423916)
  • Resolved an issue with configuring conditions using the "is in" operand for numbers. (339857)

June 1, 2023

Capture Profiles

  • A validation error is now displayed when a user attempts to upload a document with any pages that exceed the OCR limits (10 MB or 10,000 pixels width or height). This validation now also occurs when reprocessing documents to use the newer OCR. (420500)
  • When processing a multi-page TIFF, and only one page fails, an error message is now displayed letting the user know the document failed. (420825)
  • All help links on the Smart Invoice Profile pages are now correctly linked to the Smart Invoice Profiles documentation. (425890)

Laserfiche Integration with Microsoft Teams

  • For organizations using the Laserfiche Integration with Microsoft Teams, your integration has been updated to use OAuth. If you are not using the Laserfiche Integration with Microsoft Teams, but want to start using it, follow the instructions here: Installing and Configuring the Laserfiche Integration with Microsoft Teams.

Web Client

  • Removed support for changing the language display to Thai or Italian.

May 18, 2023

Business Processes

  • Public forms with read-only date/time fields no longer fail on submit for non-English languages. (426600)
  • Filesets now appear correctly when monitoring instances for EU customers. (427097)

May 17, 2023

Business Processes

  • Fixed an issue that was preventing files from uploading to file sets in classic forms. (426751, 426748)

May 16, 2023

Capture Profiles

  • Smart Invoice Capture Profiles now have updated models with improved overall performance. (426520)

May 15, 2023

Business Processes

  • Save to repository tasks can no longer be marked suspended after completed. (424511)
  • Users denied access to process automation are now able to reassign tasks to process automation teams. (424940)

May 9, 2023

Process Automation

  • Resolved a potential issue that could result in select pages displaying labels in a test language when viewed on web browsers configured for certain languages. (426029, 426047)

Rules

  • Corrected an issue introduced with our regular May release that disabled remote agent workers version 11.3 and earlier. (426045)

May 8, 2023

Account Administration

  • When creating a demo account, the supported country list now matches the Laserfiche Order Management System's country list.

Rules:

  • Increased the table limit per data source from 3500 to 10000. (422954)

May 4, 2023

Process Automation

  • Fixed an issue that sometimes caused a connection error when inserting data into a lookup table from a workflow run rule activity. (421914)

Workflow

  • The email activity no longer marks addresses as invalid when a token contains multiple valid addresses. (422505)

Repository

  • Users can now access My Account settings by clicking their user name in the upper right corner of the web client. (418144)
  • When copying a link to a document in the web client, the user's account ID will be included in the URL, so that the user who receives the URL does not need to manually input the account ID. (418154)
  • Resolved an issue that could result in an incorrect "There are no matching multi-value field groups for the selected entries" error when selecting multiple documents with the same template and multiple multi-value field groups. (423174)
  • The email format option and custom field format options now correctly display the currently-selected value. (346612, 390060)
  • Resolved an issue that could cause rearranging toolbar buttons to order the buttons incorrectly. (420117)
  • In some cases, the document viewer could become unresponsive when a multi-value field exceeds 1000 values. This issue has been resolved. (420716)
  • Resolved an issue that could prevent field values for fields present in two templates from being retained when switching between the templates. (417790)
  • In some cases, currency fields would display incorrectly when the browser language is set to Spanish. This issue has been resolved. (421401)
  • Resolved an issue that could cause users to be unexpectedly signed out. (421444)
  • Field searches where a specified field does not equal (<>) a specific string will now exclude documents where the field is empty. (421019)
  • In some cases, if a field is applied to a document independently from a template, and then a template is applied to that document that contains the same field as part of a set of dynamic fields, the field values would not load correctly. This issue has been resolved. (380921)
  • In some cases, documents with dynamic fields would become inappropriately locked when being viewed by a user who does not have modify rights to the field. (419593)

Public Portal

  • The total document size and electronic file columns in the folder browser now display sizes as KB, MB, or GB, depending on size, instead of as bytes. (418143)
  • Resolved an issue that could prevent searches involving double quotes from being processed properly as phrase searches when performed from the Welcome page. (419173)
  • Resolved an issue that could prevent some PDFs from displaying correctly. (408064)

April 24, 2023

Rules

  • A temporary limit of 3500 tables per data source has been added to control performance. No existing data sources should be affected. (422532)

Workflow

  • Tokens containing multiple email addresses are now handled correctly when using the send email activity. (422505)

Business Processes:

  • Updated the PDF generator to prevent save to repository task failures. (421439)
  • Limits have been added to prevent extremely large data extractions when exporting reports from the monitor page. See the Service Limits page for additional information. (422982)

April 13, 2023

Bots

  • Laserfiche bots now support Chrome 111.9.5563.65. (421690)

April 10, 2023

Business Processes:

  • On importing a process, form tables and collections now receive different IDs. (418093, 418076)
  • Fixed an issue when importing a process that contains an email display name. (419039)

Repository

  • Resolved an issue that could cause searches to be performed as fuzzy searches even when the fuzzy search option was disabled. (418049)
  • In some cases, importing a briefcase with multivalue fields could result in conflicting field values being lost. This issue has been resolved. (418132)
  • The ZIP file created when a folder is shared via direct share is now correctly named. (415810)
  • In some cases, when renaming an entry multiple times, the entry will display a previous name. This issue has been resolved. (404126)

Public Portal

  • Improved responsiveness when using a screenreader. (173179)
  • Resolved an issue that could prevent the currency field format from displaying properly when the field is part of a multi-value field group. (190821)
  • In some cases, users were unable to download media files when using mobile devices with the Chrome browser. This issue has been resolved. (244535)
  • Resolved an issue that could prevent custom column widths in the search results from being retained. (417606)
  • In some cases, folders with very large numbers of subfolders would not load or would load slowly. This issue has been resolved. (414632)
  • When opening the last page of search results, if only one document was on the page that document would sometimes automatically be opened. This issue has been resolved. (415568)
  • Resolved an issue that could prevent searches created in the public portal designer from being saved. (409975)
  • Tokens in watermark headers and footers now display correctly in public portal. (410638)
  • Resolved an issue that could caused within searches to display "undefined" instead of the correct context hits. (410837)
  • Files that do not have a file extension can now be downloaded. (405148)
  • Resolved an issue that could prevent public portal pages ending in ElectronicFile.aspx from loading correctly on the first attempt. (408694)
  • When an external column in a dynamic field is assocciated with a list field in Laserfiche, the search dropdown would not always populate correctly. This issue has been resolved. (410723)

April 3, 2023

Capture Profiles

  • Importing a landscape legal-sized PDF as a capture profile sample document no longer crops part of the document. (404400)
  • Zones named the same name, with different casing, will now be considered invalid. Zones must have unique names. (413524)

March 25, 2023

Documents:

  • Viewing a document with dynamic fields could sometimes result in the document being automatically locked. This issue is now resolved. (419593)

March 23, 2023

Business Processes:

  • Corrected a problem where a network issue could prevent a workflow from starting a business process. (417574, 417865)

March 22, 2023

Documents:

  • Resolved a potential display issue where the Access Rights dialog may not display inherited rights from the root folder for repositories with a configured repository display name. (419074)
  • When sharing content via email in EML format, the generated email message body no longer includes unnecessary visible HTML elements. (414172)
  • The Shared quick access view now correctly displays a shared folder's name. (415810)
  • Laserfiche could display an "Object reference not set to an instance of an object" error when modifying older custom tabs. This issue is now resolved. (416493)
  • The Annotations tab no longer displays a "Specified page does not exist" error message when viewing a previous version of a document containing deleted pages that had annotations. (405653)

March 21, 2023

Process Automation Data Management

  • Fixed an issue that counted empty rows when providing a row count for lookup tables. If a lookup table row count in the details pane does not match the number of data rows displayed in the table, perform an update to the table that inserts, deletes, or replaces a row in the table to correct. For instance, download the lookup table, then select the update button, and use the file you just downloaded. (418811)

March 15, 2023

Business Processes

  • The process designer has been updated for ease of maintainability, and users may notice some of the following interface changes and improvements:
    • Interface elements like check boxes and radio buttons were updated to more closely match the style of other elements.
    • The Timer Catch Event properties pane layout was revised for better useability.
    • An updated date picker control was introduced.
    • The rich text box control has been updated.
    • Accessibility has been enhanced by increasing the color contrast.

March 9, 2023

Capture

  • A new dialog in Capture Profiles that automatically updates your sample documents to have more accurate text (by using our improved OCR engine) is now available to all accounts. This feature was previously available as an early preview.

Workflow

  • Fixed an issue where Laserfiche could not redirect you to the appropriate business process when using the Open selected business process option when viewing the properties of an Invoke Business Process activity. (416649)

March 6, 2023

Capture

  • Fixed an issue where Capture Profile sample documents would fail to be created for Process Developers unless they also had Process Administrator Account Control System rights. (414381)

Documents

  • You no longer receive a generic "Import failed" error message when using the drag-and-drop method to import a file into Laserfiche. (416526)

March 3, 2023

Capture

  • Fixed an issue where a missing MIME attribute caused a cascading failure from a capture profile into workflows. (416666)

March 2, 2023

Process Automation Platform

  • Groups with the same name as a user no longer appear to be available when creating a process automation team. (412506)
  • Loading the drop-down list for field conditions no longer gets stuck when using "is in" conditions for starting events. (415270)

Capture

  • Running a Read barcode activity on a document without a barcode no longer returns an error. (411499)
  • Uploading a sample document without text in the capture profile designer no longer returns an error. (413471)

Business Processes

  • Improved performance to prevent sporadic occurrences of slow Save to Repository task completions. (415330, 414985)
  • Form Designer:
    • Fixed an issue that allowed the browser language setting to over-ride account settings for currency/number formatting. (379385)
    • File upload field disabled by field rules or javascript no longer allow existing files to be removed. (408058)
    • Custom JavaScript errors no longer interfere with field rules and lookup rules. (408936)
    • Previously uploaded SVG logo images are now properly rendered when forms are saved. However, SVG images are no longer a supported file type for logos in new forms, and can not be uploaded. (409860)
    • Hidden columns in a table no longer affect the size of adjacent columns. (410876)
    • Invalid data is no longer able to cause a form to become unresponsive.(411500, 412573)
    • Creating a copy of a form, editing, and then saving no longer results in the form name reverting to the original name. (415502)
    • Nesting tables or collections within a collection is no longer allowed. (415535, 415548)
    • Fixed the use of the RIGHT/LEFT formulas with string fields containing numbers as input parameters. (416043)
    • Single Line fields now round numbers correctly when used as input to formulas. (416044)

Web Client

  • The Recent Documents list now displays twenty documents at once by default rather than ten. (402597)
  • Resolved an issue that could cause file imports to fail with a "File not found" error when the file contains no data. (33013)
  • In some cases, opening a link to a document located during a search could result in a "Search results could not be retrieved" error. This issue has been resolved. (406334)
  • Resolved in an error where selecting multiple documents sometimes caused all selected documents to be locked. (411918)
  • In some cases, date and date/time fields were not correctly adjusted to match the language setting. This issue has been resolved. (411192)
  • Resolved an issue that could cause text fields to be resized to a size smaller than the height of a single row of text in the field. (410732)
  • Copy URL now works correctly when entries are in focus. (410728)

March 1, 2023

Documents

  • The document viewer could display an empty preview for certain types of EML email messages. This issue is now resolved. (414969)
  • When applying a stamp annotation, the "Most Recent Stamps" list could be empty. This issue is now resolved. (415514)

February 23, 2023

Laserfiche iOS App

  • The app no longer closes unexpectedly after canceling an image upload to a form and reopening the form. (414682)
  • The Laserfiche document image preview is no longer blurry for some documents. (414342)

February 22, 2023

Laserfiche Android App

  • The app no longer closes unexpectedly when using the camera feature from within the app. (414933)

February 17, 2023

Business Processes:

  • The option to customize the sender display name for email messages sent as part of a business process is now widely available. The option was previously available to select accounts as an advanced preview.

Documents:

  • Resolved a potential issue that could prevent certain character sets from displaying properly when viewing the body of an EML file format email message. (413446)
  • Resolved a potential issue that could display extraneous line breaks when viewing the body of an EML file format email message. (413447)
  • Resolved a potential issue where the generated image pages for certain PDF files could contain unexpected characters. (410662).
  • Resolved a potential issue that could cause a "PDFPageRenderer.ConvertPageToImage returned GenericError for page x: Index was outside the bounds of the array." error message when generating image pages for certain PDF files. (411496, 411529)
  • Fixed an issue that could result in a "There was an error importing 'samplefilename': File not found. Please upload the file and try again" error message when uploading an empty 0-byte file. (333013)

February 16, 2023

Bots:

  • In Laserfiche Bots, you can now edit the 'Open web page' URL in the Launch Application action when the action is configured to launch a web browser. (353387)
  • The Laserfiche Bots Launch Application action now has a token picker for the Window Title and Window URL fields of the Update Application Information dialog . (286404)

February 15, 2023

Laserfiche iOS and Android App

iOS:

  • The app no longer closes unexpectedly when closing the document viewer. (406884)

Android:

  • The app no longer closes unexpectedly when a user presses Add New Photo to upload an additional image. (394246)
  • Pictures uploaded as an attachment to a form are now displayed in their proper zoom ratio. (403659)
  • Electronic documents (without Laserfiche images) can now be viewed successfully in the app. (407457)
  • Images uploaded as attachments to a form, when using the classic form designer, are now uploaded successfully. (411611)

iOS and Android:

  • An "unexpected error" dialog is no longer randomly displayed when a user downloads a form offline. (412560)
  • The app no longer occasionally freezes when signing into Laserfiche Cloud using SAML. (406752)

February 14, 2023

Business Processes:

  • Fixed an issue that had caused certain service tasks to become stuck. (412176, 413077)

Documents:

  • When copying folders, the "Copy folders only" option could sometime still include documents. This issue is now resolved. (412503)
  • DocuSign configuration changes are now saved correctly. (412100)
  • Fixed an issue where downloading a folder as a ZIP archive did not properly retain document or folder names that contained certain accented characters. (411638)
  • The "Request a Signature with DocuSign" option is now properly available when attempting to send a document that does not contain Laserfiche image pages. (412731)
  • Resolved a potential issue that could prevent certain character sets from displaying properly when viewing the subject of an email message. (410452)
  • Resolved a potential issue that could cause datetime and date field values to always display in YYYY/MM/DD format. (413033)

February 7, 2023

Business Processes

  • Fixed an issue that could potentially prevent the process designer page from loading in Safari for MacOS. (412023)
  • Malformed PDFs uploaded through a form attachment and saved via a save to repository task will no longer result in a failure. (412257)
  • Resolved a potential issue that could prevent the monitor page from displaying available field variables. (412278)

Documents

  • Improved web browser language detection logic for determining whether to display a configured alternate template name. (410510)
  • You no longer receive a "'zh-Hans' does not follow the expected format" error message when viewing the Repository Administration page when the web browser language is set to Arabic. (410952)
  • Resolved a potential issue where selecting the document name could create a highlight annotation. (409605)
  • Resolved a potential issue that could prevent a custom tab from displaying when configured with the "Only display in specific folders" option. (410880)

February 6, 2023

Capture Profiles (Preview)

  • A new dialog automatically updates your sample documents to have more accurate text (by using our improved OCR engine).
  • Fixed an issue where uploading 5 or more sample documents at a time to a new capture profile will display an error. (402178)
  • Fixed an issue where deleting multiple sample documents at a time could corrupt the profile. (410620)

Business Processes

  • 11:49 A.M. Pacific Time: Business processes now again generate images and perform text extraction when importing PDFs into repositories for the United States data center.
  • 10:58 A.M. Pacific Time: Business processes now again generate images and perform text extraction when importing PDFs into repositories for the Canadian and European data centers.

February 5, 2023

Business Processes

  • February 4, 11 P.M. Pacific Time: As a temporary measure to maintain service stability, business processes no longer generate images or perform text extraction when importing PDFs into repositories.

February 2, 2023

Process Automation

  • Schedule Rules: Single-run timers execute as expected under all circumstances. (409388)

Workflow

  • The Add Text Box activity now limits opacity settings to valid values in the designer. (408338)

Business Processes

  • Form Designer
    • The field ID is now displayed in the field properties to make it easier to identify each field when configuring field rules. (397119)
    • When a different value is selected in a field, dependent drop down values are now reset. (410227)
  • The email service task no longer adds http:// to its "link" elements. (406201)
  • A restored process no longer adds a colon to the form name. (406751)
  • The save to repository task prints an embedded iframe within a form's custom HTML field. (409654)
  • Added a link to open the selected lookup rule on a separate tab in classic forms. (410440)
  • Fixed a misleading error message in classic forms when attempting to delete a form that is in use. (410668)
  • Corrected a display issue on the manage page for macOS browsers. (411503)
  • Customize the sender display name for email messages sent as part of a business process. (advanced preview)

January 27, 2023

Documents

  • Fixed a potential issue that could cause a "Capacity must be positive. Parameter name : capacity" error when requesting a signature with DocuSign. (406776)
  • The document viewer now properly supports saving text box annotations with a fill color set to "None." (407163)
  • Resolved a potential issue that could cause the "Request Signature with DocuSign" option to not be available. (409814)

January 20, 2023

Public Portal

  • Adding a quick search to a search form is now saved correctly.(409975)

January 19, 2023

Process Automation

  • The process automation team role of Team Developer has been updated. This role now allows a user with only Process Automation Access rights to be added to specific team projects as a Team Developer to develop resources within those projects.

Business Processes

  • Save to repository tasks properly overwrite files from a previous save to repository task rather than creating a duplicate. (408216)
  • Importing a classic form that contains Unicode characters in field labels renders the characters as expected. (409371)
  • Introduced error handling to catch and suspend rare occurrences of a save to repository task being directed to a sign-in page. (405874)

January 17, 2023

Business Processes

  • Fixed a bug that caused save to repository tasks to suspend under special cases involving a form that contained an iframe displaying other content from the web. In rare situations, this can result in the iframe content not being fully displayed when the form is saved to the repository. (409607)

Documents

  • URLs generated by the web client now include the Laserfiche Cloud account ID, allowing such document and folder links to be opened without having to manually enter the Laserfiche Cloud account ID on the sign-in screen. (409795)

January 13, 2023

Process Automation

  • Patched an issue that was preventing access to process automation for new users. (409644)

January 12, 2023

Process Automation

  • Improved timer reliability. (308925, 402012)

Rules

  • Changed Remote Agent retention policy to disable agents older than 11.4.2208.01001 after 3 months of inactivity. (402589)
  • Increased Web Request header limits and updated in Service Limits. (405143)

Business Processes

  • Modern Form: Uploading a file no longer generates excessively sized files. (404410)
  • Searching in the Start Event dialog for input parameters works as expected. (405549)
  • Added safeguards to prevent a connection failure from being saved as a document. (405874)
  • Fixed an issue to prevent saving a process that is missing attachment settings. (407889)
  • Save to repository will now retry saving a document if a workflow moves the document before the process was completed. (408231)
  • Add account ID to the default URL for user tasks. (406457)

January 10, 2023

Documents

  • Fixed a potential issue that could prevent document import when the web browser's language is set to Chinese. (408011)
  • Resolved an issue where the tooltip that appears when hovering over a multivalued field column in the folder browser would remain even after moving the mouse cursor away from the column. (401735)
  • Service stability optimizations. (408823)
  • Fixed a potential issue that could cause the Laserfiche app for mobile devices to incorrectly display field names. (408998)

January 5, 2023

Documents

  • Service scalability improvements. (408483)
  • Resolved a potential issue that could prevent importing of certain EML file format emails. (407395)
  • The search engine update previously available in advanced preview is now widely available.

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

  • Search engine update (advanced preview).

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 (&amp;). 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.

December 9, 2021

Business Processes

  • Having "Save Password" enabled in Edge no longer causes the "Assigned to" username to vanish. (349257)
  • Deleting classic forms from a process now succeeds rather than failing silently. (349530)
  • Editing settings for filesets no longer causes the browser to become unresponsive. (355426)
  • Fixed a missing data in submitted instances issue. (355492)
  • Read-only fields now support calculations. (355883)
  • Fixed an issue with printing form data with wide forms, printing now defaults to landscape for wide forms. (347364)

November 16, 2021

Process Automation - Teams - Fixed an issue causing nothing to appear to happen when clicking the "find user" button.

November 8, 2021

  • Business Processes
    • Added the ability to perform direct approval actions through email notification links.
    • Added the ability to recover deleted processes or instances from the deleted tab on the business process manage page.
    • Bugs Fixed:
      • Form submissions no longer have an extra row in a collection when a lookup clears and then populates data in the row. (346644)
      • Adding a row with a read-only field no longer causes a formula error. (346934)
      • Lookup tables or collections now are populated correctly when a range of rows is set if you add and then delete a row. (346771)

October 29, 2021

  • Laserfiche Mobile
    • Added a Syncing message indicating that a form, draft, or task is still syncing, making it easier to see the item is still syncing.
    • Offline is now appended to the title of open forms, tasks, and drafts that are offline, making it easier to see when you are working offline.
    • Bugs Fixed:
      • The web client search syntax now works correctly in the Laserfiche app. (255876)
      • In the Windows app, after sorting the task inbox by teams, the app no longer closes unexpectedly and the Tasks tab is no longer inoperable after relaunching the app. (277418)
      • In the Windows app, the app no longer closes unexpectedly when uploading a file to a form via the Upload from Repository option. (320043)

October 8, 2021

  • Business Processes
    • Work schedules: Processes can now be associated with a work schedule. Work schedules provide organizations the ability to set custom work hours (useful with calculations involving time such as timer events.) This will cause the "exclude weekends" setting in time based configurations with business processes to be deprecated - editing an existing process will require updating it to use the new features.
    • Bulk direct actions in the inbox: This release introduces the ability to perform bulk direct approval type actions on tasks in the inbox. Users can now bulk process actions on matching tasks in the inbox including approve, submit, reject, etc.
    • Bugs fixed:
      • Rules Service Task no longer suspends when using a data query rule with a numeric input. (332098)
      • Trying to download a file that was just uploaded to a private form no longer fails. (343979)
  • Documents
    • PDF Page Generation Options: In the web client, you can now specify what type of PDF you’re importing when generating pages. This allows you to optimize page generation for the best balance of quality and size depending on the contents of the original document: black and white text document, standard color document, or high-quality color document. You can specify the type of the original PDF at the time of import, and you can also set a default document type in Options.
  • Laserfiche API
    • OAuth 2.0 Support for Laserfiche API: Develop more robust connections with third-party apps via support for the industry standard OAuth authorization protocol.

September 2, 2021

  • Business Process Improvements:
    • Added project based filtering for survey experience on the home page.
    • Added lookups with file sets.
    • Public form file upload security enhancements.
    • Other minor bug fixes.

August 9, 2021

  • Business Processes Improvements:
    • Added support for file sets in the new form designer.
    • New digital reopening solution templates available including:
      • Inventory tracking and equipment request
      • Return to work questionnaire
      • COVID-19 time-off request
      • Work from home experience survey
      • Daily employee symptom report
    • Fixed an issue where data query rules using number inputs failed.
    • Fixed submission failure issues in read-only calculations within a table.
    • Other minor bug fixes.
  • Integrations Improvements:
    • Added the ability to configure an API Limit for Application Connections.
    • Added support for bell and email notifications for Application Connections:
      • Trigger notification when an application connection status changes.
      • Trigger notification when the current number of API calls for an application connection reaches 80% or 100% of the configured API limit.
    • Minor enhancements to the Application Connection API usage display.
    • Added action tables for Ellucian connections.
    • Several bug fixes.
  • Other minor bug fixes within Process Automation.

August 6, 2021

  • Fixed a public form conversion issue.

July 22, 2021

  • Updated remote agent rules to add multi-value input parameter support in scripting rules, the x-www-form-urlencoded content type for web request rules, and the file download feature for web request rules.

July 8, 2021

July 7, 2021

  • Fixed an issue in the Laserfiche Integration with Microsoft Teams where the Laserfiche welcome message was being sent each time a new user was added to a conversation that included the Laserfiche bot.

June 11, 2021

  • Fixed issues where the Laserfiche Scanning connection times out.

June 8, 2021

  • Fixed various issues with navigating to and interacting with files in the Laserfiche Integration with Microsoft Teams.

June 4, 2021

Business Processes Improvements:

  • Users can now print a form from any user task, form, or survey.
  • Improved error handling during image generation.
  • Fixed an issue where deleted table rows are not fully cleared if there are many read-only formulas involved. (319307)
  • Improved performance of read-only calculations. (320567)
  • Fixed an issue that caused intermittent suspensions when an error was empty, now retries. (322089)
  • Fixed an issue with the new form designer using concatenate() to display variables in a read-only field. (217317, 322106, 324165)
  • Fixed an issue where a drop-down field in a collection or table would not be filled correctly when populated by a lookup rule and the "as new rows" option is set. (318304)
  • Fixed an issue where attempting to open attachments to an assigned task generated an empty json file. (323874)
  • Fixed an issue where a lookup trigger that is replaced by another lookup trigger can result in failed a submission. (324447)

May 10, 2021

  • Fixed issues where the Laserfiche Integration with Microsoft Teams did not work well with popped out Microsoft Teams windows.
  • Fixed an issue correcting focus location when loading business process.
  • Fixed a screen reading issue to allow error messages to be read with screen reader.
  • Fixed an issue when saving a classic form to the repository, where the image has the first field on the form highlighted.
  • Now able to submit forms when using reCAPTCHA and file sets.
  • Fixed a number of small bugs in business processes.

April 28, 2021

  • Fixed issue where PDFs uploaded as sample documents in the Capture Profile Designer resulted in unusually low quality OCR.

April 8, 2021

March 29, 2021

  • Capture profiles has been enhanced to make it even easier to create and work with sample documents. Users can easily switch sample documents when configuring and testing profiles. They can also use PDFs as sample documents and can now test a subset of documents.

March 17, 2021

  • Fixed business process issues including renaming a form with special characters, saving a form after uploading a file, and suspended processes related to file uploads.

March 9, 2021

  • Added the ability for users to save drafts in business process public forms.
  • Added the ability to populate form fields from URL parameters.
  • Enhanced the application connection experience and added support for additional object types for integrations.
  • Updates to lookup tables, including recognizing user customizations.

February 24, 2021

  • Improved support for accessibility features within Business Processes.

February 4, 2021

  • Enhanced the surveys experience for both users and administrators.
  • Fixed several bugs related to the survey results page.

January 13, 2021

  • Updated messaging on "test" forms for clarity.

January 8, 2021

November 5, 2020

  • Release Notes for Laserfiche Cloud 2020.4.1

October 26, 2020

  • All accounts are now able to view the Invoices smart profile in the list of capture profiles and try out Smart Invoice Capture within the capture profile designer. Using Smart Invoice Capture within a workflow still requires purchase of the Smart Invoice Capture add-on.

October 21, 2020

  • In Workflow, fixed several issues with the Search Repository Activity to correctly handle special characters in the Template name and Field name conditions, to correctly return valid results that have no pages in the record, and to apply validation to the result limit selection.
  • In Business Processes, importing lookup rules with versions are now handled correctly.
  • Capture Profiles now correctly handle a TIFF image used as a sample page.

October 15, 2020

  • Laserfiche Bots has a redesigned action history that lets you see token and parameter values for bot instances. You can also quickly switch between different instances’ action histories making it easier to reference instance details and troubleshoot your bots.
  • The Laserfiche Bots Monitor page has also been updated to include history and parameter information.

October 8, 2020

August 13, 2020

  • Process automation lookup tables can now be used as a data source for Laserfiche templates and fields when configuring dynamic fields. Dynamic Fields are fields where one field value determines what values are available in other fields in the same template.
  • You can now optimize the Dedicated Bot Remote Agent workers and queues by labeling them with specific capabilities. Capabilities allow you to pair specific bots to specific workers and queues.

August 5, 2020

  • Improved process automation database performance.
  • Fixed an issue in process automation where users were unable to access the site after a system update if the timing was right. (256844)
  • Fixed a business process issue preventing the approval of a form when it was read only and there are hidden required radio button fields. (256676)
  • Fixed a business process issue where the manage page would not load under certain circumstances due to a .js file load sync issue. (257816)
  • Corrected an issue where deleting a form from a business process didn't actually delete the form. (257673)
  • Fixed a business process issue where a lookup value that triggers new collection data not being retained. (256368)
  • Improved a workflow error message for failed emails from an Email Activity. (256595)
  • Corrected a large file fails to email from workflow issue. (249688)

July 31, 2020

Updated workflow for better performance and scalability.

July 10, 2020

June 29, 2020

Improved the performance of Smart Invoice Capture profile. (251361)

June 15, 2020

Customers who use the Smart Invoice Capture profile will have updated models with improved overall performance. (250064)

June 3, 2020

  • Improved the performance of business processes. (232952)
  • Added custom themes for Surveys. (230440)
  • Various bug fixes across the platform.

June 1, 2020

  • Improved performance in the Laserfiche Mobile app. (247416)
  • An increase in memory has improved the Laserfiche Mobile app speed when using Laserfiche Forms in the app. (247414)

May 21, 2020

  • Fixed an issue with Workflow failing to retrieve values from the Run Capture Profile activity when it's configured to use auto-classification. (243477)
  • Customers who use the smart invoice capture will have updated models with improved overall performance. (245768)

May 20, 2020

Fixes in the Laserfiche app

  • Laserfiche Forms are now successfully displayed for Laserfiche Cloud customers in the mobile app. (238145)
  • You can now fully view Word documents in Laserfiche Cloud using the mobile app. (241775) (241775)

May 11, 2020

Improvements within business processes:

  • Improved support and performance for large (10k+) user accounts.
  • Updated to allow asynchronous processing, reduced connections, and added a thank you page after instance creation.
  • Made reCAPTCHA optional for public submissions.
  • Added support for array by array lookup behavior.
  • Many other small improvements and bug fixes for usability, reliability and performance.

Improvements within integrations:

  • Localization updates for Execute Application Action workflow activity.

Improvements in internal analytics.

Incremental scalability improvements for capture profiles (243153).

Resolved potential PDF upload issue with the Laserfiche Mobile app. (242171, 240222)

May 7, 2020

Miscellaneous fixes in the Repository service.

  • You no longer receive a "Could not move "<document name>". Entry not found. [9001]" error message when moving documents into a blind drop box. (215542)
  • In certain situations, search results for a specific cutoff instruction could include documents within a record folder that had been manually assigned a different cutoff instruction. This issue is now resolved. (237234)
  • Stability improvement for volume exports. (242348)
  • Improved search performance for certain searches involving multiple search types that could generate intermediate result sets. (241212)

April 30, 2020

Internal service monitoring improvements for Capture Profiles. (241157)

April 28, 2020

Internal service monitoring improvements for forms via the mobile app. (240555)

April 27, 2020

Infrastructure updates for performance and stability. (240361)

April 23, 2020

April 22, 2020

Improved response times of audit reports under high load conditions. (238350)

April 20, 2020

  • Audit reporting performance improvement. (237692)
  • Search engine stability improvements.(232708, 232727, 233951)
  • Customers who use the smart invoice capture will have updated models with improved overall performance. (237954)

April 17, 2020

Users are now able to view a form successfully in Process Automation using the Laserfiche app. (237955)

April 15, 2020

You no longer receive a "[9569]: The word locations data is in an invalid format." error message when exporting generated image pages that contain an image annotation. (237100)

April 9, 2020

Improvements with Laserfiche Bots:

  • A new RPA package is available for download. This package, when installed on a user's workstation, allows bots to be run via a remote agent in unattended mode.
  • Many other small improvements including minor styling updates and bug fixes.

Improvements to Capture Profiles

  • When using pattern matching to find a text anchor, the regular expression menu's submenus no longer close when you hover over them. (215326)
  • A tooltip has now been added to indicate that only the first page of a multi-page tiff will be used as a sample page when creating a capture profile or test document. (211913)
  • The Edit, Delete, and Download buttons are no longer visible when viewing deleted profiles. (215315)
  • You can no longer use checkboxes select multiple deleted capture profiles (because there are no actions available for them). (230175)
  • The Edit, Delete, and Export buttons are no longer visible when no profiles are selected. (230100)
  • The removal of duplicate and extraneous API calls has improved performance. (221812)

March 18, 2020

  • General capture stability enhancements. (231499)
  • Customers who use the Smart Invoice Capture will have updated models with improved overall performance. (231656)

March 11, 2020

The Capture Profile Designer page load times have been improved (216047).

March 6, 2020

Improvements within business processes:

  • Made significant improvements to the PDF image generation service including:
    • More reliable PDF generation
    • Better error handling when PDF generation fails
    • Faster PDF generation for forms with tables and/or collections
  • Updated the JQuery and JQuery UI libraries to v3.3.1.
  • Updated the Angular.js library to 1.7.9.
  • Removed the option to download a process image in .bmp format.
  • Many other small improvements and bug fixes for usability, reliability and performance.

February 24, 2020

Customers who use the Smart Invoice Capture will have updated models with improved overall performance. (227228)

February 5, 2020

Confidence values returned with capture results are more reflective of expected accuracy. (225433)

February 3, 2020

  • General improvements to PDF image generation to resolve intermittent issues when:
    • Forms are saved to the repository
    • Email service tasks are sent with forms attached
    • User tasks emails are sent with forms attached.
  • The survey notification email now directly links to the survey results tab.
  • Field rules triggered by radio buttons now work correctly on user tasks.

January 16, 2020

  • The bot local tool now upgrades and launches successfully from the bot designer. (217901).
  • New invoice capture profile added.

January 13, 2020

Fixed issues with looping Invoke Workflow activities and retrying timers.

January 9, 2020