Summary

Laserfiche Forms 10.2 adds a wide-ranging set of features to the product. The following sections highlight some of the biggest additions.

Updated Site Navigation

The Forms site header now links to all major pages in Forms. This includes moving the Start Process button out of the Tasks page into the header. There are now two views for starting a process: you can choose between viewing a list of processes and a grid view that displays thumbnails of the form. Choosing to view reports now guides you to select a process first. When working with the process designer and forms designer, you now have the option of always displaying a sidebar that allows you to quickly navigate between process options, the process designer, and forms designer.

Landing Page

Administrators can create a landing page comprised of select processes and provide a custom URL to the landing page to users. A landing page displays a thumbnail of the starting form and allows users to start each process from the thumbnail. Administrators can create multiple landing pages and each landing page can display a different set of processes.

Braintree Payment Gateway Support

Laserfiche Forms now includes an integration with Braintree that allows you to accept payments when submitting a form. The integration requires an existing merchant account with Braintree. Message start events now include an option to automatically insert a Braintree payment gateway interface on a form that allows the person filling out the form to choose between using Paypal and providing credit card information. All payment processing is handled by Braintree through the Braintree Drop-in UI. Laserfiche Forms does not store or have access to submitted payment information. For example, when saving a draft, no payment information can be saved. For more information on Braintree, please see Braintree resources on the Braintree Drop-in UI feature: https://www.braintreepayments.com/products-and-features/drop-in-ui.

Process Designer Updates

• Error Events: The Error Start Event, Error Catch Event, and Error End Events will start processes or interrupt processes based on a generated custom error.
• Email Attachments: Email service tasks and email notifications in user tasks now support attachments. Choose to attach a file from a file upload field or attach a form from the process.
• Assign Tasks to a Team Based on a Variable: User task assignment to a team can now be based on variable values.
• Documentation View: View the process diagram as a summarized text document by selecting the Documentation View option on the canvas toolbar. Canvas objects now include a Documentation properties tab where you can write additional comments that are shown in the Documentation View.

Forms Designer Updates

• Form Pagination: Insert page breaks in a form to split it into multiple pages or tabs. Pagination options include displaying pages as tabs, displaying pages in a configuration wizard-like manner with a progress bar, or displaying a drop-down list of available pages.
• Date and Time Fields: Date fields now support a time component and you can also choose to insert a Time-only field.
• Persistent Hidden Fields: Field rules now include an option to always hide a field.
• Custom Error Messages: The forms designer now has an Error Messaging tab for creating custom error messages in specific situations. In addition, administrators can configure process-level custom error message rules.
• Form Input Validation: There are now additional input validation options for forms. The Form Settings dialog box includes a backend validation level option for form submission. Choose between validating user inputs or all inputs. In addition to user inputs, the All option will validate read-only fields, fields with formulas, lookup fields.

Reporting Updates

• Column Labels: You now have the option to configure the column header labels on reports.
• Summary Report Type: Use the Summarize report type to display a summary on select data with additional options to visualize the summary data as a chart.
• Search Reports Based on Variable Values: Configure a report's columns to show instance variables and search on those values in the report search box.
• Data Filters Based on Variable Values: Configure filters using variable data when creating reports.

Additional Updates

• Expanded Notification Options: In addition to task assignment notifications, the Forms Configuration page now includes options for aggregated task notifications and terminated notifications. Aggregated notifications allow you to collect assigned tasks into a list and only send a notification email at a specified time. Terminated notifications allow you to receive an email when a process is terminated.
• Barcode support with the Laserfiche App: Number and Single Line fields now include an option to allow Laserfiche App devices to scan barcodes with the camera and automatically insert a value into the field.
• Local Lookup Table support with the Laserfiche App: When configuring data sources, choose to allow selected tables to be copied on to Laserfiche App devices for local lookups on forms.
• ODBC Lookup Support: Forms now allows creating lookup data sources via ODBC.
• Forms will now automatically attempt to retry suspended service tasks. This option is turned on by default. To turn off the option, set AutoRetry to false in the cf_options table in the Forms database. To modify the retry interval, modify the value of MaxAutoRetryInterval in the cf_options table in the Forms database. For more information the cf_options table, please see Advanced Options for Laserfiche Forms.