Summary

Laserfiche introduces various new features with Laserfiche Forms 10.4. You can now copy and paste elements from one process onto another, easily migrate processes with a Process Promotion tool, and add a Rich Text Field to your forms. The following sections detail the new features in Laserfiche Forms.

Process Promotion Tool

The Process Promotion tool helps you migrate Forms processes from one environment onto another. The tool prompts you to update any information from the original server that does not automatically map to corresponding information on the new server. For example, a process designer can build a process in a test server, with database values, test workflows, etc. Once the designer ensures everything works as expected, the designer can export the process from the test server and then import the process onto the production server. The tool allows the designer to update those test values to match their production counterparts.

Copying and Pasting Elements

You can now multi-select elements from one process, and then copy and paste the elements within the process or onto another process. To multi-select elements, press CTRL and drag your mouse over the elements you want to select. To copy multiple elements, multi-select the elements and then either press CTRL + C or right-click the elements and then select Copy. To paste, press CTRL + V. Once pasted, the elements appear in a hover state to allow you to choose the exact location where you want to place them.

Rich Text Field

The new rich text field in the form designer allows users filling out the form to format their submissions using a rich text editor. Form users can add bullet points, style text, and include links in their submissions.

Bulk Approval

In the Inbox, you can now perform a bulk action on multiple tasks of the same user task all at once. Before you can perform the bulk action, you must enable direct approval on the user task.

Emailing Teams

You can now set up an Email Service Task to email entire teams. This means you can manage email lists by managing team members, instead of managing each individual email task.

Custom Task Links

You can now customize the links to reference your User Tasks in your User Task emails. The update includes a variable "{/dataset/_task_link}" that contains the browser link and a second variable "{/dataset/_mobile_task_link}" that contains the link to the task in Laserfiche App (from a mobile device). You can use an HTML address tag to customize the display. For example,

< a href="{/dataset/_task_link}">[Enter Text Here]

displays the clickable text "[Enter Text Here]". When the user clicks the text, Forms routes the user to the user task. You can also hide the default email message, "Click here to open this task in Forms", by clearing the "Show default task link" option.

Multiple Payment Gateways

You can now configure multiple Authorize.Net and Braintree profiles in Forms Configuration. Once configured, you can choose the profile you want to use in the process designer.

Data Maintenance

As a system administrator, you can now configure the number of days you want to retain instance data (the values submitted in a form), instance statistics (details about the instance and how the instance ran), and file uploads (files uploaded with a form).

User-based Team Management

Team Management now includes a separate listing that displays all Forms users and the teams of which they are members. You can now add individual users to multiple teams at once and assign a user security roles for multiple teams.

Dynamic Form Selection

Previously, you would specify a specific form that you wanted a user to complete in a User Task. Dynamic form selection allows you to also specify a form based on the value of a variable. For example, you can create a form for students to complete. If the student indicates that the student is a mathematics major, the student will be prompted with one form after submission, that differs from the form that a chemistry major gets after submission.

Location

The "Location" field in the Save to Repository task allows you to store a geolocation field in a form as the "Location" property for the form saved in a repository.

Session Timeout

Laserfiche Forms can now time out users after a set period of inactivity. You can set the timeout period (in minutes) in Forms Configuration in the User Authentication tab. You can also set whether you want to save a draft of a form automatically if the timeout occurs while a user is completing a form. Before timeout, users get pop-up notifications alerting them that their sessions are about to expire. For systems using Directory Server with single sign-on, timing out of Forms automatically signs out users from all Laserfiche products.

Migrating LDAP Participant Users

You can now migrate Forms LDAP participants to Active Directory (AD) users with Directory Server participant licenses in a way that updates the Security Identifier (SID) to match the correct AD participants. Users migrated in this way will not lose any process data and can resume working on the same processes they were in before the migration.

Auditable Record in Forms Database

Various tables in the Forms database now include columns "updated_by_snapshotid" and "date_updated" that track who changed a value and when the value changed. The tables that the columns are added to include teams, team_roles, team_members, cf_tenant_user_in_role, cf_tenant_group_in_role, cf_usergroups_in_role, and cf_users_in_role. Additionally, an "is_deleted" column is added to the teams table and "leave_data" to the team_members table. You can track for changes in these columns by setting up SQL triggers in a custom report tool.

Last Updated By

You can now view and sort by a "Last Updated By" column in your inbox. The column displays the user who last updated the task. That includes actions performed on the task, such as editing the priority of a task, canceling an instance, releasing a task, editing the due date of a task, etc. The column displays "System" when the task is suspended, interrupted, or terminated. The column is not updated when the display name changes or when a draft is saved or discarded. You can add this column to your listing pages with the "Change column" display button.

Screen Reader Improvements

The screen reader now properly reads field labels and required fields. Tabbing between items in a radio button or checkbox reads each item properly. The screen reader now reads an alert when reaching a limit, along with the type of field used.

Automatic Re-licensing with Directory Server

Laserfiche Directory Server 10.4 supports alerting Forms when it has an updated primary license. Forms can now automatically replace its application license when it receives a notification from Directory Server.

For situations where Forms is not running and misses the notification, the Forms Configuration site now includes "Automatically check LFDS for updated license daily and on application start" to ensure you never miss an update.

Note: The location of the Forms license is now in C:\ProgramData\Laserfiche Forms\License. You must recycle the FormsAppPool IIS application pool if you replace lf.licx manually.

Fixes

• You can now successfully submit a form that contains a read-only radio button or checkbox field, and the field was filled out in the previous step in the process using the "Other" choice. Previously, you would receive a validation error "[LFF9309-InvalidChoice]" upon submitting the form. (116437)
• Using an Oracle database, you can now view all tables to which you are granted privileges, whether the tables are tables you created or tables created by others to which you have access. (112572)
• On an iOS device, deleting a collection or table, or a row in a collection or table, on a long form no longer auto scrolls to the bottom of the form. (111230)
• In a browser on an iOS device, completed tasks no longer remain in a loading state after submitting, approving, or rejecting the task. (110741)
• Forms now automatically maps user types to the correct user_type in the cf_users table on synchronization. The user_type is set to 7 for LDAP users and 9 for SAML users. (110735)
• Updating to Forms 10.4 automatically upgrades wkhtmltox from 0.12.4 to 0.12.5. The upgrade fixes a bug in which radio buttons and checkboxes appeared smaller on printed forms. (109820)
• In a browser on an iOS device, a form no longer auto scrolls to the top of a long form when selecting into a form field. (106650)
• Forms now recognizes blank values when using the xpath builder, which can be used to check whether a field is blank. For example, you can use the following xpath expression to check that a currency field does not contain a blank value: "/dataset/currency!=""". (105684)
• You can now successfully approve a form when the form contains a table or collection field configured as "Append rows to the rows populated by a data source or variable", and you remove rows from the form after the form was filled out in the previous step in the process. (105520)
• Clicking the Save Draft option in the inbox after deleting a collection with a file upload field successfully deletes the collection. (105504)
• Forms no longer drops the negative sign when passing a negative value from Workflow to Forms using a Set Business Process Variables activity. (102439)
• You can now set radio button choices as field rule conditions, where each choice starts with a dollar sign "$". (99573)
• Modifications to web.config and RoutingEngineServiceHost.exe.config are preserved upon upgrading to Forms 10.4. Previously, the endpoint URLs in the WCF configuration section in each web.config file reverted from pointing to the internal server to pointing to the default. (98577)
• Forms 10.4 accepts apostrophes in form submissions. Previously, the backend validation would report a LFF9302-ValueDoesNotMatchRegex error upon submission. (96807)
• To help prevent accidentally approving an incomplete draft, the direct approval option is now hidden from the details pane in the inbox when a task has a draft. (96563)
• In Mac OS and iOS, you can now successfully upload more than one file in a file upload field. (96216)
• If you configure a sequence flow to have the same start and element, the process will fail to validate and you can either reconnect the arrow to a different element or delete the arrow. (94187)
• You can now merge branches that were split from three or more branches with a parallel gateway and where each branch uses an exclusive gateway. (92159)
• The time interval picker (in the Interval section of a Timer Start Event once the Repeat timer checkbox is selected) is now displayed as a single text box with a drop-down to select a time unit. (86246)
• The hub service URL is now successfully set when the notification service is installed on a local disk other than drive C. Previously, you could only install the notification service on drive C; you would receive a "Failed to find the specified file" error when installing notification service on a local disk other than drive C. (83331)
• Adding rows to a table in a form with many field rules no longer takes a long time. (116059)

Related Links

1013982 Release Notes for Laserfiche Forms 10.4