Experlogix Smart Flows 4.25 Release Notes

Now, when the user is creating a SharePoint connector, Smart Flows supports app registrations in Microsoft Entra (Azure). This change is implemented to align with Microsoft’s direction.

When editing a Microsoft Word, Excel, or PowerPoint document in the browser during the execution of a Review and Approve Document flow block, the flow execution will now wait to resume until the edited document's state is unlocked. This in-built mechanism provides more certainty that the flow execution will pick up the latest version of the edited document.

Smart Flows is updated with three new flow blocks for Docusign connectors: Create, Update, and Send Docusign Envelopes. These flow blocks are available only for advanced flows. Each block performs the following function:

• Create empty Docusign envelope - Create a new, empty Docusign envelope in draft status.

• Add to Docusign envelope—This option allows you to add documents, recipients, and tabs to an existing envelope while keeping it in draft status.

• Submit Docusign envelope - Send a draft Docusign envelope, allow to get retrieve the signed document, and additional parameters from Docusign after the signing ceremony completed.

The Microsoft Dynamics 365 Business Central Connector for Smart Flows has been enhanced with additional functionality to support production use. These enhancements include:

• Document Storage – A new flow block, Store document in Microsoft Dynamics 365 Business Central, enables users to store documents as attachments to corresponding BC records during flow execution.

• Email – A new flow block, Email (Microsoft Dynamics 365 Business Central), allows users to send emails using BC’s native email capabilities, providing traceability within the connected BC tenant.

In the 'Send to Docusign' flow block, a new feature allows users to share envelopes via SMS. This streamlines the process, saving time and effort in signing documents.

Smart Flows leverages Docusign’s SMS feature to provide this functionality. Please be advised that this feature is not included in all Docusign subscription plans.

With regards to eInvoicing, Smart Flows now supports the following blocks in Flow Builder:

• Convert data into an XML file - This block allows the user to create an XML file containing data that was passed during flow execution. In eInvoicing scenarios this block allows users to output a structured data file alongside a human-readable invoice.

• Convert to eInvoice flow block - This block converts a document to a ZUGFeRD PDF, that contains both a human-readable layout and machine-readable XML metadata in UBL XML format.

Smart Flows now captures and persists the flow definition at the start of each flow execution. This ensures that the entire execution runs against a consistent version of the flow, even if the flow design is changed or removed during the process. This catches unexpected errors or behaviors when resuming a long-running flow after a waiting state.

Templates have been updated with new functionality where end users can add Docusign fields in the header and footer sections. This allows designers to position placeholders for Docusign signatures and initials in repeating sections of a template, improving visibility and consistency across the Template. This feature is available for both standard and composition templates.

When an administrator registered for a new Experlogix Documents account and the registration process failed, the administrator viewed a success message nonetheless. Now issues of the registration process have improved error handling.

In some cases, connectors of Microsoft Dynamics 365 CE which were configured to not use the newly implemented individual user authentications, would not take full advantage of all previously implemented optimizations for data retrieval time reduction. We have deployed a fix so that, regardless of connector configuration, data retrieval from Microsoft Dynamics 365 CE is optimized for retrieval time reduction in scenarios that require a high number of data queries.

When an anonymous form was saved multiple times during flow execution, each draft evoked a new waiting state, causing unnecessary use of resources. Now the waiting state is evoked only once, regardless of multiple saved drafts.

When Microsoft Dynamics 365 CE users were given more than one Experlogix Smart Flows security role, they did not automatically get the highest role that was associated. We have fixed the issue and users with multiple roles now get the highest role attributed in the Smart Flows project.

Previously, when flows were executed in bulk for a large number of CRM or ERP records, occasionally an error message "Error, could not execute statement [Arithmetic overflow error for data type tinyint, value = 400.]" was displayed. Now, we have fixed the issue. Users can run a flow in bulk for up to 256 records, and the flow executes successfully.

When a user executed a flow with an Email (SugarCRM) block and the generated email contained an attachment based on an asset with special characters in the name, the flow failed, and an error message "Cannot invoke "com.XperiDo.Plugins.sugar.model.response.SugarUpdateResponse.getSugarRecord()" because "createdSugarDoc" is null" was displayed. We've fixed this issue, and the flow runs successfully irrespective of special characters in the asset name.

When creating a sample for a Salesforce dataset with unsupported root objects, the UI continued to load, showing an endless spinner to the user. We have fixed this issue; the UI stops loading and displays an empty dropdown.

While creating a flow in SugarCRM, the user can map email fields like To, CC, and BCC. Upon running the flow, occasionally the field mappings were not resolved. Now, the mapped fields are resolved in the email as expected.