Summary

Laserfiche Forms 10.3 adds a wide-ranging set of features to the product. The following sections highlight some of the biggest additions.

Inbox

The redesigned Inbox layout includes a new summary pane, resizable columns, and variables in the task name. The layout contains fewer and more intuitive organizational tabs in the top left. The My Tasks tab contains all the tasks available to you, while the Team Tasks tab contains all the tasks available to you based on the teams of which you are a member.

The Completed Tasks list under My Tasks includes all steps a user completes, including start events and user tasks. Under Team Tasks, team management is now in a separate, new dialog that is available from an option in the top right of the page, instead of coexisting with the team tasks.

Process Designer

• The right pane, where you configure the properties for each object in a process, now opens as a fixed pane. This means you no longer have to click save or cancel to close the pane each time you want to work on another object in the process.
• The Exclusive Gateway activity now lets you drag and drop outflows to configure output priority.
• The Conditional Expression Builder now lets you compare a variable on the left with one on the right, instead of only being able to compare a variable on the left with a static value on the right.
• The Documentation tab, where you type a description for an object, is now in a Description section in the General tab.
• You can multi-select objects on the canvas by pressing CTRL and selecting the objects. This lets you move and delete multiple objects at once.
• In the bottom right of the canvas, you can see a minimap. This new feature provides an overview of a process. You can drag the image frame to see parts of the process and zoom in and out of the process easily.
• Validation errors now highlight the affected objects in the canvas, in the minimap, and in the right pane. This helps you locate configuration issues more easily.

Designer Toolbar

The toolbar in the top right of the process designer includes the following new options.

• The Download Process Image button lets you download the process as an image in one of four formats to help you share the process design with others.
• The Revert button lets you revert process changes to the last time you saved your process.

Message Start Events

• Forms now supports single-click reCAPTCHA, which lets users verify that they are humans with one click. You can set this up in Forms Configuration. After set up, enable single-click reCAPTCHA in a message start event.
• Users can load and complete a starting form using an HTTP POST request.
• The Automatically load the next task if the same person is assigned to it option now includes a sub-option Only display the form. This option loads a form more quickly, because only the task is loaded, not the inbox panes and navigation.

User Tasks

You can use variables in the User Task name.

Adding Objects to the Process Designer

You can take advantage of some new ways to add objects to the Process Designer.

• Drag a sequence flow arrow to a blank spot on the canvas and then select the object you want to add.
• Select a sequence flow that connects two objects and click the plus button to add an object between the two objects.
• Right-click the canvas and select the object you want to add.

Process Options

Process Options now lets you configure the variables you want to show in the inbox for the tasks in the process. Previously, you had to view the Variable Settings dialog box for each individual variable.

Forms Designer

• In addition to portrait orientation, you can now apply landscape orientation to saved, printed, and downloaded versions of a form. However, the orientation you select does not affect the form's appearance in your browser.
• You can now add helper text above and below the Collection and Table fields using the Text above field and Text below field options.
• You can now display the image that a Forms user uploads in a File Upload field directly on a form.
• The Do not break page on saved forms option lets you generate a PDF with one long page containing all the fields in a saved form.
• You can now filter for only variables used on a specific form or filter for unused variables in the form designer.

Monitor

Previously, the Monitor section could only monitor all processes. The section now lets you filter instances and tasks for specific processes. The Tasks tab also includes additional filters.

Reports

• The Operational Dashboard and Performance Dashboard in the Reports section is now combined into an Operational Report. The Operational Report also includes predictions under Duration that let you know how likely a task is of being overdue.
• You can now generate custom reports about many processes. When you generate the report, you can select a report type, like a pie chart or funnel chart.
• After you generate a report, you can save it as a report snapshot. The snapshot captures the data in the report at the time when you took the snapshot. It also captures the report type, filters, and column configuration. However, when you save a snapshot, only the report is saved. Other users who view the report cannot see the underlying data.
• You can download the reports and snapshots.
• Reports no longer supports the Preview button, which let you preview a chart type before you could use the type in a report. It also no longer supports filtering on instance tables.

Variable Searching

Variable pickers now include a search box.

Authorize.Net Payment Gateway Support

In addition to integration with Braintree, Laserfiche Forms now provides integration with Authorize.Net to accept payments when submitting a form. The integration requires an existing merchant account with Authorize.Net. The message start event and user task activities also includes an option to insert an Authorize.Net payment gateway interface on a form.

Overwriting Processes

You can now make changes to a process on a test server and then overwrite the process in your production environment. When uploading a process XML, Forms will attempt to detect if there is an existing process with the same Unique ID. You will then have the option to overwrite the existing process definition with the uploaded process XML.

Access Rights

You can now assign a Business Manager role. This user can start processes; create, edit, and share reports; view reports to which the user is granted rights; take snapshots; edit process instance names; cancel process instances; and, if the user is assigned the task, complete and reassign a task. Business managers cannot design processes.

Additional Updates

• Previously, the View Process Image option in the Process Designer generated an image of the process as a PNG and displayed the image in the browser. The new Download Process Image option downloads an image of the process in one of the selected formats: PNG, TIFF, JPEG, or BMP. (34067)
• You can now load a submitted form when a field in the form contains the hexidecimal value "0x1F". (51909)
• Forms now supports lookups from SoftVelocity Topspeed ODBC. (48513)
• Views are now listed when you use a Prevasive SQL ODBC driver as a data source. (43658)
• The licenses for LDAP participants are not removed during network outage between Forms and LDAP. (44879)
• Workflows that are in progress for more than 24 hours are not automatically suspended when the routing service restarts. (35060, 35061)
• You can now log in to Forms using the format "username@lfds" or "username" for Laserfiche Directory Accounts when repository authentication is enabled. (27680)
• You can now save complicated processes in the Process Diagram. (28707)
• When you change the form used in the Save to Repository task, the selected form is referenced correctly. (37114)
• The spaces in formula calculations are no longer removed. (27528, 27599, 37935)
• The same step is not processed twice when you click the direct approval button twice. (44909)
• Previously, all form section headers used the "h1" header tag. Each form now only has one h1 tag that refers to the form title. Any customizations that refer to "h1" tag now only apply to the form title. (31561)
• The "or" attribute value uses the ID of the hidden input for="Field3_hidden" for a radio button or checkbox, instead of the id of the visible div for="Field3".
• To hide the hidden input for the radio button and checkbox, Forms now uses style="display: none" instead of type="hidden".
• For uploaded files, the width of the file name, size, and delete button are now 60%, 30%, and 10%, instead of 80%, 15%, and 5%.
• The options in a drop-down now include a "title" attribute.