Experlogix Smart Flows 4.17.0

Previous Version: Experlogix Smart Flows 4.16.1

Release Date: 05/05/23

Release Notes

ID

Type

Title

Description

42330 Fix A 400 error is thrown if template or document name contains a period when sending a flow to ConsignO Cloud When running a flow that contains a step in which a template is used that has a period in the template name or a document is created that has a period in the document name, a 400 error occurs. We've fixed the code so the user will not encounter this error anymore when running a flow.
42381 Fix An error occurs in Retrieve Data Step for Salesforce The Retrieve Data flow step occasionally failed to retrieve Salesforce records by field.
38796 Fix An error occurs when executing the Retrieve Data step if the Record field value of the step is a mapped value from an earlier flow step Mapped values from earlier flow steps in the Record field of a Retrieve Data flow step were treated as text fields instead of entity references, causing the step to fail at retrieving records. This issue is now fixed by treating the mapped value as an entity reference instead of a regular text field.
39213 Fix An error occurs when multiple template exports execute in parallel We've fixed a 500 - internal server error that occured when users executed multiple exports in parallel.
41332 Feature Angular 15 We've updated our front-end framework to Angular 15 to fully benefit from the latest improvements of the framework.
42170 Feature Capability to Find Template by Name in the Generate Document Flow Step We've added a new feature that allows the user to retrieve a template dynamically by display name during the execution of the generate document step of a flow. Please be advised that you need to switch off the data set reducer for flows that use this feature. See Generate Document for more information.
42239 Fix Error pops up in Microsoft Dynamics 365 CE v 9.0 classic interface app when executing a flow tagged as Flyout (run in the back) In Microsoft Dynamics 365 CE v9.0 classic interface apps a Dynamics error popped up when executing a flow that is marked with the Flyout (run in the back) tag.

42718

Fix

Error reading metadata during Salesforce connector configuration

In some cases a missing property exception was thrown during setup of a Salesforce connector. The underlying issue has been fixed and the error does not produce any longer.

41961 Fix Error when selecting the Approve document step in the Create flow dialog When creating a new flow, users can select one or more steps to be added to the flow before it loads into Flow Builder. When users would select the Approve document flow step, that would throw an error in the Create flow dialog, preventing the user to create the flow. This issue has now been resolved, allowing the user to select the step in the create dialog, create the flow with the step in it and then continue flow configuration in Flow Builder.
40814 Feature Extend Microsoft Dynamics 365 F&O Data Sets with Calculated Total Fields We've created a new feature that allows us to map calculated total fields from the data set in the template. Total amount fields are available in the currencies of the connected Microsoft Dynamics 365 F&O instance, see Microsoft Dynamics 365 F&O for information.
41848 Improvement Extended export endpoint of the Smart Form with a property to set the name of the export package We've extended the export endpoint of the API with a exportFileName property that allows the user to specify a name for the export package file.
42151 Fix Fixed User Sync Report Error We've fixed the issue related to the error layout for User Sync Report. The design of the User Sync Report is aligned to fit into the report.
34198 Improvement Generally improved error handling in Template Builder We have improved error handling in Template Builder so that users will no longer receive error messages that contain code or unresolved values like "could not create image for value {0} (source = {1})".
41210 Improvement Improved Error Message for Existing Microsoft Dynamics 365 F&O Users

A warning displays when an existing Microsoft Dynamics 365 F&O user sets up a Microsoft Dynamics 365 F&O connector and selects the Give Smart Flows administrator role to the connection user checkbox. The user notifies that the Connection user already has the Smart Flows Administrator role in Microsoft Dynamics 365 F&O.

41950 Improvement Improved Flow Step Descriptions in Flow Builder We've improved the naming of flow blocks in Flow Builder. The names of flow steps now included their flow step's category. This will help users differentiate between similar blocks (Example: create note, send e-mail) associated with different connectors.
41628 Improvement Improved Show History Tab in Template Builder We've improved the Show History tab in the Template Builder. Earlier, it shows only up to 20 versions, now it shows all the available versions.
35544 Improvement Improved Template Overview in Template Builder We've improved the Open template dialog box in Template Builder. It allows users to widen the templates overview navigation pane to enhance visibility. This is particularly handy for longer template names.
41569 Improvement Improved User Sync for Primary Connectors We've improved user sync for primary connectors. When the sync fails for one of the connectors, it continues to sync for others. Once it completes, the sync process produces a sync report with metrics on added, updated, and deleted users.
42337 Fix Info on hover fails to load for some of the barcode types in the barcode selection control of Template Builder In the barcode selection dropdown in Template Builder, the info text that should display when hovered, would not load for some of the supported barcode types. We've fixed this issue. Info is visible for all barcode types in the dropdown menu.
42491 Fix Plugin settings for the Microsoft Dynamics 365 CE plugin not loading in the Setting area of the Control Panel Projects that are licensed for Microsoft Dynamics 365 CE should have a number of settings that admins can control in the Plugin settings section of the Settings area in the Control Panel of the Smart Flows Project Console. These plugin settings were not displayed. We have fixed the issue to make the plugin settings for Microsoft Dynamics 365 CE available to admin users.
38538 Fix Reporting Displays Triggering Record's ID Instead of Name for Flow Executions Triggered in Salesforce We've fixed the issue in the Flow run overview page where flow runs started in Salesforce would display the triggering record's ID instead of name.
41803 Feature Single Sign-on Connector We've created a new Single Sign-on connector that allows users to log into Experlogix Smart Flows via third party identity providers that support OAuth, see Single Sign-On for more information.
42624 Feature Support for Sugar v13.0 We've added support for Sugar v13.0.
42416 Fix Template Builder Expression wizard does not list all available functions We've fixed an issue that caused Template Builder to only list 150 of the 165 available functions in the expression wizard. The wizard now shows all of the functions that are available.
42528 Fix Unable to Connect Using Multiple Identities We've fixed the issue related to multiple connected identities. Users can log in and sync with various connectors using both identities.
42333 Fix Unable to create data sets of any type if the primary connector is not configured correctly We've fixed an issue where invalid configuration of the primary connector of a project prevents the user from creating new data sets. The create data set dialog threw an error that prevented the user to complete the create process.
41978 Fix Unable to Generate Microsoft Dynamics 365 CE E-mail with an apostrophe When running a flow with a Microsoft Dynamics 365 CE — send e-mail step, the execution of the step fails if the to-field value is an e-mail address that contains an apostrophe. We've updated the code to run the flow block perfectly.
35188 Fix Unable to Remove Local Sample's Content from Template docx We've fixed an issue with removing local samples from templates. With the fix, the content of local samples is now fully removed from the template docx file when the user deletes them in Template Builder.
42332 Fix Unable to reset the list view filter for the Default column to "All" on the Connectors list view in the Project Console When applying a filter on the Default column of the Connectors list view in the Project Console, the user could not reset the filter to its initial value (All). We have fixed this issue.
42336 Fix User interface flaw during license activation step of the Initialize Project wizard Switching tabs between Activation key and License file on the Activate license step of the Initialize Project wizard, triggered an action in the back instead of in the wizard. The result of this was that users who wanted to upload a license file during the activation step, were unable to do so using at this stage of project initialization. We have fixed the wizard so users can now activate their license via the pattern of choice and complete the initialization of their project.
42584 Fix User Sync fails for active Microsoft Dynamics 365 CE users that have the same user name as a deactivated user User sync from Microsoft Dynamics 365 CE would fail if the sync list (the list of user who have a Smart Flows role association in Microsoft Dynamics 365 CE) would include multiple users with the same user name. Although user names for active users are unique in Microsoft Dynamics 365 CE, an active user can have the same name as a deactivated user. To avoid duplicate user issues, the Smart Flows user sync process for Microsoft Dynamics 365 CE now filters out deactivated users before syncing.