Experlogix Smart Flows 4.15.0

Previous Version: 4.14.3

Release Date: 11/11/22

Caution: Clients still experiencing issues with images after updating to Java 17 should update to Java 17.0.4. For information, click here.

Release Notes

ID

Type

Title

Description

40350

Improvement

Added install Dynamic Microsoft Dynamics 365 F&O app warning

Previously when creating an Microsoft Dynamics 365 F&O connector, the system provided a generic error if you attempted to create the connector before installing the Microsoft Dynamics 365 F&O app. We've added a more specific warning to prompt users to install the app before finishing the Microsoft Dynamics 365 F&O connector setup.

40825

Improvement

Added linked data set removal warning

We've added a new warning when deleting data sets. If the data set(s) are linked to a template, users receive a warning if that data set is mapped to a template in the project.

40455

Improvement

Added the disable Field Reducer option for speedier template compilation

We've added the Disable field reducer setting to the Flow setting page in the Control Panel. When checked, the system retrieves the data without performing an analysis. Disabling the field reducer can save time for large, complex templates.

40461

Improvement

Added tracking of document generation time

We have added the ability to see document compilation and generation time. This value displays whenever either value takes longer than 10 seconds. Admins and Designers can review these values in Template Builder, Project Console, and during Flow generation.

39377

Improvement

All Advanced fields selected by default

In Project Console, when selecting and deselecting a primary entity, all fields are selected instead of no fields. We've added a filter on the advanced fields to resolve the issue.

39115

Improvement

Allow use of Smart Flows Admin Role during F&O connector setup

Users without the appropriate credentials to create an F&O connector have an additional option to use the Smart Flows Admin credentials. This additional checkbox displays during the create configuration record stage.

40875

Improvement

Automate esign form data retrieval for Docusign

We've automated the Send to Docusign flow block to pull the Docusign data set even if a Designer forgets to select it manually.

36224

Fix

Check when a value is set in a checkboxes control whether it can actually be set

When configuring a Sugar connector, the system does not verify that the presented options are valid after the connector completes the reset process. This results in an internal server error. We've implemented a fix to show only valid checkboxes after resetting.

36559

Improvement

Cloned data sets share name

After cloning a custom data set, some users received the error: Invalid combination of data sets. This error is due to the cloning process sharing an identical name. We've added a fix to use unique naming during the cloning process.

40220

Fix

Condition block compares incorrect fields

Microsoft Dynamics 365 CE users experienced a logic error where the Condition flow block would always display false when comparing the same "Field," and the "Value" condition is True." The same issue occurs when using the Operator "Does not Equal." The system experienced this bug due to the data not being retrieved earlier in the flow execution. We've implemented a permanent fix to resolve the issue.

38694

Fix

Conditions in composition templates do not use the correct relationship

Some users experienced an error where changing a condition in a composition template resulted in the condition reverting to the settings before the change. This error was due to the system logic iterating the node based on the user's changes. We've implemented several code changes to fix the issue permanently.

37626

Improvement

Continue Progress on Project Cleanup Transactions

We've previously improved the project clean-up function in 36785 and 36931. We've now added a smaller batch and save action within transactions. This ensures that errors during transactions minimize the amount of rollback.

39328

Improvement

Create data set wizard shows options for nonexistent connectors

When creating a data set in the Project Console, an vague error displays when selecting a data set type for a connector that does not exist in the project. We've added validation tests to check the available connectors and only provide data set types for existing connectors.

38962

Improvement

Custom and Docusign data sets allow non-unique field names

When using custom or Docusign data set fields in the Project Console, the system allows users to use the name of an existing field without creating an error. We've added additional validation to notify the user and require a unique field name.

38925

Improvement

Custom data set forms do not follow minimum value restrictions

In the data set builder, when using a custom data set numerical field and using a either the arrow keys or arrow buttons, the system allows the value to go below the minimum value. This error was related to the JSON Schema and we’ve added a permanent fix to to specify the “type” the resolve the issue.

40028

Fix

Custom field date does not validate

Due to failed validation, some users experienced an issue where the dates from custom fields could not be used for filtering. We've implemented a permanent fix for the issue.

38700

Improvement

Disable the Export button during the export process

When exporting multiple flows with included dependencies and samples, the Export button can still be clicked, resulting in an error. We've changed the Export button to be no longer interactive while the Export process is running.

36578

Fix

Display message flow block output displays the wrong year

When using a custom data set to display a message at the flow output, the year displayed differs from the formatted date. This output error is due to the subtle difference between the "yyyy" formatting for the calendar year and the "YYYY" for the year of the week. We've updated the dropdown in the Flow Builder to use a custom value to resolve the issue. At the same time, we’ve made changes to formatting throughout the Flow Builder to provide a permanent fix.

39371

Fix

Docusign Fields do not cross-check routing order

The system only sends one email using two Docusign fields with different routing orders but the same email address. The system produced this error due to a design oversight; we did not configure the system to allow identical emails with differing routing orders. We’ve added additional system logic to handle this and provide a permanent fix.

39996

Fix

Docusign fields do not return values after signing

Some users experienced an issue after the signing ceremony where the signed fields did not display. This error was related to the group label not being checked. We've implemented a fix where the system automatically applies the correct group labels.

36177

Fix

Empty System language dropdown menu

In Project Console, when opening the System language dropdown menu, there are no entries to select. This error was caused by the order of operations when calling for language selection; the "ngOnInit" command failed to retrieve the entries. We’ve made code fixes to resolve the issue permanently.

40962

Fix

Error: “Pdf version 1.20 does not supported”

When creating Assets with an existing PDF, the user receives an error. The issue occurs on multiple PDF versions, not just the 1.20 version. We've implemented a fix for the issue and added support for PDF 2.0 and PDF/A-3. For more information on compatibility, refer to the Version Compatibility Matrix.

40457

Improvement

Expanded Flow Execution reporting

We've added additional stats to the Flow reporting Dashboard to provide additional oversight for administrators. The additions are related to compilation time and file sizes; refer to the Reporting page for more information.

36222

Fix

Expired license warning persists after renewal

Some users continue to receive a licensing warning on the Licensing tab in Project Console even after renewal. This issue was due to the MessageCategoryEnum.FULL_SCREEN line not clearing upon renewal. We've implemented a permanent fix for the issue.

38899

Improvement

Flow Execution API fails intermittently on flow results

The API Call flows/executions/Id began to fail inconsistently during automated testing. This failed test was due to the Cypress framework, and we've applied a code fix. After the fix, automated testing passed with no issues.

39008

Improvement

Flow Execution Display Message adds a space in the first line

When producing the flow execution display message, the system added a space to the first line. The system error was due to the whitespace setting using "pre-wrap"; we've fixed the issue by switching to "pre-line."

40458

Feature

Flows Advanced tab

We've added a new user interface to the Flows tab in Project Console allowing Admins and Designers to see more advanced data statistics for their projects. Analytics such as template compilation time and size of compiled templates are now readily available; refer to the Advanced tab for more info.

35932

Fix

Flows in a perpetual waiting state

A small group of users experienced an issue where if a flow were to run, start, and then to wait in quick succession, there would be no way to cancel the waiting state. This error was due to a design oversight where it was unexpected that the user would put a flow into waiting mode immediately after running. We’ve changed the code to accommodate this use case and provide a permanent fix.

39927

Fix

Fly out behavior checkboxes remain checked

When checking the checkboxes for “flyout behavior” and “custom tags” and then unchecking them, the system rechecks the boxes for the user. This error was due to the system not checking the boxes for updates. We've added a fix so that the system checks for updates before refreshing the state of the checkboxes.

40221

Feature

French Translation for Template Builder ribbon and modals

We’re proud to announce the availability of a French translation for the Template Builder user interface.

39730

Improvement

Generated Document link contains a blank space

The Generate Document link contains an added space in front of the link address during flow output. The system error was due to the whitespace setting using "pre-wrap"; we've fixed it by switching to "pre-line."

39701

Fix

Generated document link is missing

Some users experienced a missing document link after executing a Send to Docusign flow block. This error was due to duplication in the iteration key. We've implemented a permanent fix.

39734

Fix

GetFilteredRoles REST service filter error

When calling for roles on the "name" value, the system returns the Designer role instead of the Admin role. We've made changes to filtering, Id, UUID, and Displayname. We have also removed a deprecated Maven plugin to provide a permanent fix for the issue.

36858

Fix

HTTP request PUT method does not produce body input

When using the PUT method with the HTTP request with HTTP connector flow block, some users experience missing body input. This system experienced this error due to several older schemas directing the process. We've made multiple changes throughout to provide a fix.

40453

Fix

Images can no longer be used as Assets

Some users with on-prem and private instances experienced IllegalAccessError. The error in image handling was inherent to Java 17, and updating to Java 17.0.4 resolves the error and associated issues.

37265

Fix

Imported data sets missing samples

When importing data sets with multiple samples, some users experienced an error where the data set would only contain one sample. This error was due to system not connecting the data set with all of it's sample during the import process.

36976

Fix

Imported Samples do not overwrite as directed

When importing data sets with multiple samples, some users experienced an error where the data set would only contain one sample. This error was due to the system not connecting the data set with all of its samples during the import process. We’ve implemented a permanent fix for the issue.

39329

Fix

Improve error message placeholder mapping

When receiving an error related to a field, there are still errors that use placeholder variables. We've made multiple changes to increase the insertion rate for field names to make error messages more effective for troubleshooting.

38639

Fix

Internal server error occurs when the system requests execution statistics without a filter

When executing a post request /flows/executions/statistics?groupTimeBy=HourOfDay without a body, the request returns a null pointer exception. We've fixed the pointer in the code to provide a permanent fix.

38537

Fix

Local templates cannot be overwritten by server version

Some users experienced an error when creating a new template. Suppose the name on the server version matches a template's name on the local hard drive. In that case, the server version cannot overwrite the local version. The process experienced this error due to using the wrong template label in response to the question to overwrite. To resolve the issue permanently, we've done the following

  • Clarified the naming language to be more specific
  • Updated the overwrite question to "Namevariable already exists on your local machine and is not created for the template you want to open. Do you want to start this template with that local copy?" to increase clarity on the action to be taken.

38848

Fix

Microsoft Dynamics 365 CE workflow output data is not sent correctly after change

Some Microsoft Dynamics 365 CE users experienced an inability to make changes to their flows after deleting the Create Note flow block. This processing error occurred due to some legacy empty strings. We’ve removed the empty strings and added an automated test to fix the issue permanently.

40927

Improvement

Microsoft Dynamics 365 F&O Relationship manager does not show all entities

Some users experienced an error where changing a condition in a composition template resulted in the condition reverting to the settings before the change. This error was due to the system logic iterating the node based on the user's changes. We've implemented a permanent fix for the issue by adding additional logic to the node to ensure it properly iterates based the user's actions.

36821

Improvement

Missing translation for the word "of" Dutch and French

When changing the user interface language to Dutch or French, instances of the word “of” remain untranslated. We've added the translation to our system for both Dutch and French.

40449

Improvement

Newly added languages are not visible in Template Builder

Some users experienced an error when adding languages to Smart Flows. Languages added in Project Console weren't reflected in Template Builder. This system error was the result of the cache not updating with the new language and instead relying on persistent memory. We’ve implemented so that the system uses the cache for languages going forward.

39309

Fix

No options display when combining user-editable alternatives with “Ask questions first”

When combining the user-editable alternatives setting with the ask questions first option, no user-editable alternatives display during the flow execution. This bug was due to the system not having the additional logic to consider all situations. We’ve added additional system logic to resolve the issue permanently.

40192

Fix

NoClassDefFoundError Resolution

Some users on private cloud servers experienced the NoClassDefFoundError. We suspect the root cause of this error is a concurrency issueClosed Designers have a reduced number of Project Console abilities- they are unable to make major changes that could break the project. They can also access the Template Builder add-in for designing templates.. We have updated our version of pdfbox and applied a possible fix to make the PDDocument initialization static. We will continue to monitor the situation for additional issues and opportunities for improvement.

40460

Feature

Optimize data sets based on fields used in project

Admins and Designers can now optimize their data sets based on the fields used in their templates. The system automatically marks unused entities and fields in the data set. Then Admins can use the Optimizer tab to remove the unused entities. Optimized project Admins should expect improved template compilation time and other related build activities.

37950

Fix

Paging numbers overlap with dropdown

In the Project Console list views, the page number interface overlaps the dropdown menus for the top navigation. We've implemented a fix to give the dropdown menus precedence and always display on top of other items.

41127

Improvement

Password recovery does not provide validation

When resetting a user’s password, the system indicates whether the user exists within the system. To increase system security, the system no longer indicates whether the username is valid or exists in the project.

35319

Fix

Project Console Composition Template UI does not reflect user actions

In the Project Console, when users selected the cogwheel icon on the composition template type, the cogwheel remained gray. We've updated the UI so that the cogwheel displays blue when the user selects it.

36235

Fix

Remove invalid Xpertdoc Portal warning

Deleting the non-default Portal connector displays a dependency error in projects with multiple Portal connectors. We've made an update, so the warning only displays on the default Portal connector.

39270

Fix

Remove textcolor plugin

We've removed the textcolor plugin because it is deprecated in TinyMCE 6.0. Removal of the textcolor plugin does not affect any existing or new projects.

36280

Improvement

Resolve faulty URL link behavior on the Microsoft Dynamics 365 CEconfiguration page

In Project Console, on the Microsoft Dynamics 365 CE connector configuration page, clicking on the URL Microsoft Dynamics 365 CE instance does not open the instance. Additionally, Smart Flows no longer displays in the browser. The root cause of this error was the link configuration. We’ve updated the link configuration to open the Microsoft Dynamics 365 CE instance in a new tab and keep Smart Flows open in the existing tab.

40053

Improvement

Send to Docusign flow block returns incorrect file type

Some Docusign users experienced an error where the Send to Docusign flow blow does not produce a .docx file as directed by the Generate document flow step. The bug resulted from a lack of validation between the Generate Document flow step and the Send to Docusign flow block. We've added validation logic between the two points, with the Generate Document flow step taking precedence.

38116

Improvement

Send to SharePoint flow block's metadata types dropdown order does not match Sharepoint List view

When viewing the list of supported metadata types in the Send to Sharepoint flow block, the naming and order of options do not match the list in SharePoint. We've updated the dropdown naming and order to match the SharePoint types we support precisely.

40456

Improvement

Set template language for compilation

Users can now select a specific language when running a flow. When a language is selected, the flow only compiles the selected language. This can save time due to the lengthy compilation time for large complex templates.

40929

Improvement

Show more entities in the dropdown from data set creation

We've increased the number of entities displayed in the Relationship Manager tab for Microsoft Dynamics 365 F&O connectors and during data set creation. This improvement allows for faster selection, searching, and filtering of entities.

40249

Fix

Store in Microsoft SharePoint flow block [object Object] error

After configuring the Metadata>Value field, the field replaces the entered Value with [object Object] after making and saving changes. The error resulted from the type of object used for the Value field. We've switched the field to a string value to resolve the issue permanently.

39653

Known Issue

Sugar samples drop down is not filtering correctly on Users

When filtering on a Sugar data set, the content that should be filtered out displays in the List view. This error was caused by POST "filter" and Endpoint "Users." We have implemented a correction in the call and response to provide a permanent fix.

39998

Improvement

Switch flow block only shows the default case language

For flows with a template in multiple languages, when using the Switch flow block to allow the user to select a language, only the default language is shown during the flow run. The user cannot select a language if the template does not have a default language. This error was due to the logic for the list of values not allowing for an empty default cause. We've updated to code to allow for an empty default case so that language values display regardless of a default case.

37168

Improvement

Tag names display full name pop up

In the Project Console, when working with tag items, users can now mouse over tags to display the full tag name.

37758

Fix

Template Builder error handling does not work properly

Some users in Template Builder experienced a failure to trigger errors. Despite the configured settings in Template Builder, errors would not occur. The cause of these errors was due to a design oversight where the system does not produce an error if the process does not retrieve the required template resources. We’ve made code changes to allow for situations where the process does not return template resources as a permanent fix.

40130

Fix

Template Builder only displays 20 language variants

Template Builder only displays 20 language variants, even if more language variants are associated with the template. This error was due to the default page size. We've increased the default size to 50.

36636

Fix

Template History sorting failure

Some users experienced an error when sorting via the Created On date entity in the Template History table. When the filter is enabled, no changes occur in the table. We've made multiple code changes to provide a fix, add a descriptive error and automate testing for the solution.

36268

Fix

The Edit Smart Form button opens the wrong page

In projects with multiple Portal connectors, some users experienced an issue where selecting the "Edit Smart Form" button resulted in the wrong Portal instance opening. This issue was due to the system using the first created Portal connector instead of the default Portal connector. We’ve added a code fix always to use the default Portal connector.

39628

Fix

The first field created in a Docusign data set is not visible

When creating a Docusign data set, the first field created only appears after pressing the Create button. We've implemented a fix so that the field displays immediately.

39885

Fix

The system deletes characters while typing in User Settings

Some users experienced an error while filling in the fields for a User; the system would delete the characters. This error was due to the system attempting to save while typing. We've extended the period before auto-saving to resolve the issue.

39785

Fix

Tool tips in Docusign data sets result in error

When adding tool tips to a Docusign data set via group labels, if more than one tool tip is added the system throws an error. This error was due to a typo in the code. We've added additional code coverage and validation to provide both a fix and an automated test to allow for multiple tool tips.

39320

Improvement

Trigger flow start based on authenticated impersonation

Users can start Flows with an API key by using an X-User-Id header. Suppose the value for the header matches an existing user in the Smart Flows user list. In that case, a flow can be started via impersonation. The value must be the user Id, email, or username.

36795

Improvement

Unable to delete multiple connectors at once

When attempting to delete multiple connectors simultaneously, the system only deletes one connector while the second connector selected remains. Additionally, the error: could not execute statement displays. Despite testing, we were unable to reproduce this error. We continue to monitor the situation for recurrence.

40856

Fix

Unable to edit HTML message body during Flow run

Some users experienced an issue with Email flow blocks for Microsoft Dynamics 365 CE and Sugar connectors that prevented them from editing the message body during the flow run. The issue was caused by duplication in the code, causing unexpected behavior. We plan to continue optimizing and creating separate classes in future versions.

40219

Fix

Unable to export multiple custom relations

Some users with a Microsoft Dynamics 365 F&O connector could not export multiple custom relations. We've made multiple code changes to fix the issue permanently.

38232

Fix

Unable to generate samples that include French special characters

Users who attempt to use Samples with French special characters receive an error(Internal error occurred: MalformedByteSequenceException: Invalid byte 2 of 2 byte UTF-8 sequence) when saving. This issue was caused by an error when encoding the characters. We've implemented a permanent fix for the issue.

39932

Improvement

Update encryption of application properties to modern standard

In previous versions of on-prem deployments, we used an older algorithm to encrypt the application.properties file. However, that older standard resulted in a relatively easy-to-crack algorithm. We have updated an improved PBE algorithm for encryption.

38807

Fix

User editable Document Name option does not display during the flow run

When the option "users can ignore the presented options and create their own" is selected for the Document Name, the field does not appear during the flow run, and no value can be added. We've made several changes in the code to resolve this issue permanently.

40078

Fix

User input does not get mapped when using the merge document option

Some users experienced an issue when using the Merge Document flow setting. When using the Merge Document setting, the user input is not mapped and does not display in the generated document. This bug was due to how the system determined which data to merge. We've implemented a fix and added automated testing to maintain it permanently.

37669

Fix

Validation errors are no longer translated

When creating a custom data set and using a number field with a maximum value, when the value of the field exceeds the limit, the user receives the error “ERROR.GENERAL.MAX_VALUE.” We've updated the system to provide the error, "The value of this field is too high."

38214

Improvement

 

Values added to single line linked field are lost

When adding a value to a single line type field with the linked field customization selected, the mapping is added before the text. This bug was caused by how the system handled complex variables during flows. We've optimized the implementation to improve complex variable handling.

35888

Fix

Warnings cause adverse page scroll behavior

In the Project Console, the system does not maintain the aspect ratio when scrolling on the Licensing page. This loss of aspect ratio results in the page elements running off the page. We've implemented a permanent fix to resolve the issue.

40437

Improvement

Wrong Success message in Relationship Manager

When creating a custom relationship with an F&O connector, the success message displays "Sample successfully created." We've updated the message to display "Custom relationship successfully created."

39124

Improvement

XperiDo Project imports do not preserve Save as format

Flows can be viewed when importing an XperiDo project, but when run, they produce PDFs instead of the specified .docx. To resolve this issue, we've significantly cleaned up the code and increased automated test code coverage for the Save As format value.