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2.6. LincDoc 3.3 Release Notes

Published on: 5 Feb 2014

This section contains information about the LincDoc 3.3 release. This release contains both new features and corrected defects from previous releases.

New Features

The following new features have been added with this release:

New Mobile App

The LincDoc mobile app (also known as LincDoc Mobile) has been completely redesigned. For complete details, including how to use all of the app's features, see LincDoc Mobile.

A few of the app's new features are described below.

Support for iOS 7

The LincDoc Mobile app now runs on the iOS 7 mobile operating system.

Improved Signature Interface

The method of signing forms with a mobile device has been updated for ease-of-use. For more information, see Signing an Individual Form/Document.

Optimistic Document Locking (3115)

When a document is downloaded to your mobile device, and a change is made to the version on the LincDoc server, the document will not be able to by synced back to the LincDoc server. This feature prevents conflicting changes from existing on your LincDoc server.

For more information, see Preventing Multiple, Simultaneous Document Changes.

New SQL Repository (3690)

The SQL Repository is a new backend storage engine that has been added for LincDoc 3.3. It provides an interface that allows administrators to quickly and easily map LincDoc fields to database tables. Currently, PostgreSQL and Microsoft SQL Server are supported, with other databases to be added in the future.

Note: PostgreSQL is shipped with the LincDoc VM (virtual machine).

In addition to eForm and Document Package data, all generated documents are also stored in the specified database.

This new storage system facilitates the following advanced features:

Supports writing reports against form data using any standard report writing tool (by default, Jasper reports are supported).
Allows fine-tuning of the tables and table columns that are used in terms of table/field naming conventions, data types that are used, indexes, security constraints (through SQL "grant" statements), etc.
Allows the administrator to create custom data retention logic (for example, removing any documents and corresponding data that is older than 6 months).
Gives the administrator the ability to write business logic in the form of database triggers, functions, and stored procedures.
Provides a single entity for backup purposes, with all critical documents and data being stored in a single database.
Enhances security by allowing the administrator to place the data on a separate server inside a separate security zone. Therefore, no sensitive data is ever stored in the LincDoc VM itself.
Allows the administrator to apply his/her own backup policies and/or backup software agents.

For more information on using this feature, see Configuring Storage Repositories.

Improved Browse Interface

The Browse interface (Browse dialog box) has been improved, with many new options and features.

The following new features are described below:

For complete details on using this interface, see Files and Folder - Browsing and Security.

Easy Access to Your Document Repository (3020)

The Browse dialog box has been improved to allow access to various options for the files saved in your SQL repository.

This interface is accessed using the browse button on the main LincDoc toolbar.

Some of the individual new features are described in the sections below.

Using Document-Level (Node-Level) Security (1993)

You can now configure document-specific (or folder/subfolder-specific) security using the security button.

For more information, see Specifying Document-level and Folder-level Security.

Selecting Multiple Files (2681)

When using the Browse dialog box, you can now select multiple files, folders, or subfolders at the same time using the items check boxes.

For more information, see Selecting a File, Folder, or Subfolder.

Viewing a File's Version History (3370, 3494)

You can now view a list of all previous versions of a file using the history button on the Browse dialog box.

Once a file is selected, clicking the history button displays the file's version history.

For more information, see Viewing a File's History.

Moving Documents (3438)

You can move documents in your directory structure by simply dragging and dropping it in the new location within the Browse dialog box.

For more information, see Moving Files or Folders.

Renaming Documents (3438)

You can rename existing documents using the Browse dialog box.

To rename a file, select the file using the corresponding check box, and then click the rename button.

For more information, see Renaming a File or Folder.

Recovering Deleted Files (3495)

When a file is deleted, instead of being immediately removed, it is first added to a Trash folder. This folder can then be emptied at a later time (similar to the Windows Recycle Bin).

For more information, see Working with Items in the Trash Folder.

Using File Links (3742)

You can easily access the links (hyperlinks) related to a file via the link button on the Browse dialog box.

For more information, see Working with File Links.

New User Registration Action (3429, 3430, 3432, 3530)

A new action is available that allows you to register new users into the LincDoc system.

Note: This action only works for an internal security provider. It does not work with the Active Directory / LDAP security provider.

Once the action is added, the register a user dialog box allows you to edit the action's settings.

The following settings are available:

Provider. The authentication provider that will be used to create any new accounts. For more information on providers, see Using Authentication Providers.
Username field. Specify the field on your form that will contain the new user's username (login name).
User full name field. Specify the field on your form that will contain the new user's full name (display name).
E-mail field. Specify the field on your form that will contain the new user's email address.
Add to group. The group into which new users will be added. Groups will most likely differ based on the provider you select. For more information on groups, see Managing Groups.
Existing user UID field. If the user that is currently being registered already exists, then the existing UID of that user is pushed into the field specified by this setting.
New user UID field. The UID that is created for this new user is pushed into the field specified by this setting.
Expire new user link. Allows you to specify when the link sent to new users will become invalid. You can active this option using the corresponding check box, and then specify the amount of time before the link becomes invalid.
New user email. Use the settings in this area to specify the subject and message that appears after a new user enters the necessary credentials and creates an account. You can click the html check box to specify that the message be sent in HTML. You can use DRAT expressions in these email messages.
Existing user email. Use the settings in this area to specify the subject and message that appears if an existing user chooses to access LincDoc with their existing account, instead of creating a new account. You can click the html check box to specify that the message be sent in HTML. A link is provided on the registration page, allowing an existing user to enter a username and password. You can use DRAT expressions in these email messages.

This action is similar to the user registration option available from the system button. The difference is that the option available from the system button allows you to make publishable URLs for distribution, and any recipient can open up the URL to self register. LincDoc prompts the users for all of their registration details. The new action allows you to make a form that can execute this registration process at any point in the form's lifecycle by attaching the action to any button or event that is executed.

Two New Field-Level Events for Multi-value Tables (3480)

Two new field-level events have been added.

After multivalue row add. This event occurs when a new multi-value row is added to a table (via the + button).
Before row remove. This event occurs immediately before a multi-value row is removed (when the - button is clicked).

For more information, see Using Event Actions.

Additional Data Imported from PDF Files (3537)

The following information is now transferred from an imported PDF source document to LincDoc (based on the PDF's field settings as seen when editing the PDF in Adobe Acrobat or other PDF editor):

If the PDF field contains a tooltip, this information is copied into the Long Label field attribute.
If the PDF field uses multiple lines, the Field type setting is set to textarea, and the Multiline setting is given the corresponding number of lines.
If the PDF field is read-only, the Read only condition is set to Always.
If the PDF is configured in Adobe Acrobat (or another PDF editor) with the requirement that it be non-blank, the Required condition is set to Always.
If the PDF field has a default value, the Default calculation is set to that value.
If the PDF field is set to invisible, the Condition to display condition to set to Never.
If the PDF field has a specified maximum length, the Max. length setting is adjusted to match.

New Action for Creating a Row in a Multi-value Table (3578)

You can now add a row to an existing multi-value table using the Add Multi-value Row action.

Updated Argument Limit for Max and Min Functions (3581)

The Max and Min functions can now use an arbitrary number of arguments (1, 2, 8, 22, etc.), depending on the needs of your form.

New Color Scheme for Multi-value Tables (3595)

When viewing and using multi-value tables in the Data Entry View, the colors used by the individual rows has been changed, as shown below.

Signing Multiple Documents with One Signature (Batch Signing)

You can now sign more than one document with a single signature. This feature is available with both standard (web-based) application and in LincDoc Mobile.

For more information, see Using Batch Signing.

New Signature Information Dialog Box (3611)

A new dialog box can be added to show signature information. This dialog box can be accessed from the following areas:

The Document Viewer
The signature log option available from the system button
The batch signing Signed dialog box

The following example shows the button used to access the new feature in the Document Viewer.

An example of a Signature Info dialog box is shown below.

This dialog box displays the name of the signer, the date of the signature, the signer's system information, an image of the signature, and individual document details.

For more information, see Viewing Signature Details (Signature Log).

Import Global Fields from Document Package (3618)

The new import from Document Package button on the Global Fields dialog box (accessed using the global fields option via the admin button), allows you to copy fields from an existing Document Package or eForm and add them to the current form.

When clicked, you can select the desired Document Package or eForm and the individual fields to import.

New Copy Condition Option (3648)

You can now copy an existing condition using the condition's arrow button. The menu that appears when this button is clicked displays a copy condition option.

Sort Condition List in Alphabetical Order by Name (Ascending) (3661)

Listed conditions (in any condition drop-down list) are now sorted alphabetically (A-Z ascending, case ignored), with numbered conditions coming before lettered conditions. However, the Always and Never options are always at the top of the list, with the remaining conditions listed below those two options.

New Formatting Option for Number-to-String Functions (3663)

The DecimalToString and IntToString DANG functions now have an additional option available that allows you to format the string created by the function.

For more information on the allowed formats, click here.

Reorganization of Reports Options (3674)

The Reporting feature's options have been slightly redesigned and reorganized.

From the system button, the reports option allows you to access the Reports dialog box. This dialog box allows you to both view and edit existing reports as well as create new reports.

On the main LincDoc toolbar, the Report button opens the Run Reports dialog box, which allows you to run reports created via the Reports dialog box (described above).

For more information, see Generating Reports.

Search Results Now Show Attachments (3675)

The Search dialog box now shows document attachments directly in the returned list of matching documents.

Ability to View Uploaded Document (3676)

You can now download and view a file that has been uploaded to a form (via an upload field on the Data Entry view). The feature allows you to view files that may have been uploaded by other users.

New Date/Time Search Options (3685)

You can now search for forms using date and time periods.

Firefox and Chrome Browsers Now Use Built-in PDF Viewers in the Document Viewer (3703)

When viewing a PDF in the Document Viewer, Chrome and Firefox now use their internal PDF viewers. These viewers are included with the browsers themselves.

Codelists Now Populate When a Partial Entry Matches a Selection (3784)

When working with codelists, typing a partial entry will now automatically populate the corresponding field with a full result, if a match is found.

In the following example, when Marr is typed, the matching entry (Married) is automatically selected.

DANG Dialog Box Can Now Be Expanded (3846)

The DANG rule wizard dialog box will now resize correctly if made larger than its original size (the size used when it first opens).

Corrected Defects

The following table provides a list of the most important defect resolutions.

ID	Description
2062	Check boxes would sometimes appear twice.
2258	Two character, unique document identifier generates validation error.
2751	Two datetime datatype options while creating calculation variable.
2998	Better messages for user/group search.
3360	Signature field: Peer not authenticated upon signature.
3487	When loading a codelist fails, error message did not indicate the affected field.
3488	FieldCodeListConfig does not check for a null return value.
3502	Word generation calculation referencing repeat table uses wrong index.
3515	Import CSV to database - reserved words removed.
3520	The Today function returned bad results.
3546	Browse: window resizes back to default size on select.
3553	Message boxes: Missing consistency with "X" close button.
3554	Inconsistencies with the system / client login provider option.
3555	When adding a new event, text inconsistencies exist.
3559	Sign prompt appears behind Document Viewer when using sign button on Browse dialog box.
3560	Source Document: Improperly named check box returns String out of index.
3561	Amazon: Warning: Unable to validate the transaction signature with Amazon.
3564	Offline setting executing without being selected.
3570	Dragging a section onto itself causes "-1" error.
3601	About LincDoc: Version text box is cut off.
3603	Users and groups: Error when clicking on another user name.
3609	Document Package "Unsaved Changes" message moved to the title bar.
3614	Adjusting column sizes in Browse dialog box in Internet Explorer 10 hides all columns.
3616	Amazon: Typo in credit card action configuration screen.
3647	When importing a file, a "null" error appeared.
3654	Multi-value fields were not able to filter codelist lookups.
3655	CSV or XML export causes output format document to be generated.
3659	Newly created section moved to end of fields.
3666	Improved wording in the calculation wizard.
3669	Retain field order when moving several fields to another section.
3672	Available search fields remains hidden in columns.
3678	New folders, which are created after a refresh action is performed, are not listed on the Browse dialog box or when editing an eForm.
3686	Edit/view/sign action save error.
3700	Display message when repository configuration is updated.
3701	Clicking the Upload button in the Browse dialog box's upload dialog box closes the interface.
3705	eForms cannot be saved - a "client ID missing in context" message appears.
3716	Unable to add new types from the Browse dialog box.
3718	Postgres JDBC Repository engine retrieves all datetime values as date only.
3719	JDBC repository does not remove fields from the repository mapping.
3720	Unmapped alert (!) shown even after the tables columns are mapped.
3721	Typo in Execute DDL prompt.
3722	DDL can be executed without selecting it.
3723	In multiple mappings, two fields are added at a time.
3724	Search icon for on Fields/Sections tab are not shown correctly.
3726	Cannot convert field from multi-value to non-multi-value.
3727	Removing privileges for a security policy record does not get saved.
3728	Improved wording of "node exists" error message.
3729	Zip field constraint improvement.
3731	Support timeout warning in Open mode.
3736	Error in login window in latest 3.3 release.
3737	Disabled "Show edit UI" privilege allows edit copy in browser history dialog box.
3739	Enabled "Read" privilege from Folder Security allows user to access the "Security".
3740	New column does not show in table, but is present in Multiple Mapping key field.
3743	LWSA: Cannot have same host name when there is more than one app context.
3744	Error message inconsistency while creating a Doc Package with description more than 100 characters.
3746	Browse: Moving files to another location causes "Already exists" error.
3749	Error when generating a document with no documents.
3753	After renaming, Browse file icon changes on refresh.
3756	Disabled condition row button in global fields.
3758	Error in label Calculation.
3765	DocuWare: Clear (delete) attached files if cleared in form.
3766	Problem setting up field level lookup.
3772	Edit Document alert in retrieving documents through Browse and Search dialog boxes.
3773	User-requested password reset emails users that have been deleted.
3777	JDBC Repository - testing for valid system table names.
3779	Incorrect error message in Laserfiche mapping.
3781	Alignment issue in Lookup configuration.
3782	Inability to scroll through lists: repositories, providers, and databases.
3785	Canceling the Edit Condition unselects the condition from the list.
3786	Browse: Menu bar options for a file is not refreshed after rename and edit copy options are used.
3787	Browse: Link in menu bar should be disabled if more than one files is selected.
3789	Auto-mapped fields disappear from table when a mapping row is added.
3790	Removing mapped field from a table unmaps the field, but is draggable to map.
3792	Save prompt appearing twice after adding provider.
3793	JDBC advanced lookup error unclear when field names do not match.
3794	Inconsistency in Remove Action when Read access is denied.
3795	Access denied in inheriting policy from parent.
3797	Signature Info window requires REPORT_ADMIN role. It shouldn't.
3798	Select all in Browse does not work after sorting.
3799	Error in closing the delete file prompt in Browse dialog box.
3811	Browse dialog box left-hand contents disappear when adding or deleting a folder.
3812	Browse: Selecting default database gives visual access to all client ids.
3815	Correctly handle check boxes where the states are switched.
3821	Class cast exception on server batch signing.
3831	For an On Login Event event, message displayed on a page of white space.
3832	Edit/view/sign action subsequent close action does not close original window.
3836	Browse: Token not functioning correctly.
3837	Search filter option "Filename" gives error.
3842	Docuware: Cannot run form from launcher.
3843	Docuware: Can not update form from launcher.
3844	Multiple files cannot be moved to target folder in Browse dialog box.
3847	Form admin: editing a form causes an error.
3850	Browse: Token created via browse folder securities does not work.
3853	Error when changing field type from Text to Upload.

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