Summary

Microsoft Teams Integration:

The Laserfiche integration with Microsoft Teams allows you to work with Laserfiche documents directly in Microsoft Teams. You can securely share files in chats and channels. You can also edit Laserfiche documents in Microsoft Teams, including applying annotations and metadata to documents. The Laserfiche integration with Microsoft Teams makes it easy to comply with regulatory mandates by letting you quickly store files shared in Teams to Laserfiche. You can even configure Laserfiche workflows to start when a Teams file is saved to a specific folder in your repository. Learn more.

New Process Automation Features

File Sets: With File Sets, you can configure a set of relevant files for process participants to submit or act on as part of a business process. This is useful in processes like new account opening where a specific set of files needs to be uploaded, reviewed or signed by an applicant.

Process Operational Dashboard: Accessible from the home dashboard view, use the Process Operational Dashboard to monitor a variety of process metrics in one summary view. This lets you keep track of active process and task statuses, such as in-progress, suspended, overdue and completed. Adjust views for larger sets using handles to narrow focus and look at details.

Expanded Administration Controls for Active Business Processes: Keep business processes running smoothly with actions to skip, retry and interrupt tasks, as well as the ability to modify in-progress variable values to correct mistyped or missing input data.

Data Caching for Third-Party App Connections: This release improves user experience with faster form load times when retrieving data from Salesforce and Dynamics 365. To improve performance, select Configure cache settings next to the object name when viewing an application connection’s objects and set a timespan for expiration of the cached data.

New Account Administration Features

Just-in-Time User Provisioning: You can now simplify user licensing by allowing new users to automatically be created and assigned licenses upon first sign in.

User permissions group mapping: Streamline user administration by mapping SAML identity provider groups or Windows groups with groups defined in Laserfiche.

Known Issues

Workflow:

• Applying a function to the RetrieveDocumentText token only applies the function to the token's preview value. (298162)
• Workflow Designer does not load workflows that reference invalid ConnectionProfiles. (310400)

Business processes:

• When you double-click to add a field to a form, the variable information is not generated. (314682)
• Refreshing a file set containing deleted files only empty values are displayed. (313746)
• File set fields are not populated at runtime with workflow output variables when a message start event is not used. (314994)
• Error returned when you submit a outdated form is not user-friendly. (314856)
• The 'Open selected rule' link in the Rules Service Task fail to open the rule. (315060)
• When attachments to email are greater than 10 mb, an error message should be displayed, as this is greater than the allowed size limit and the email will not be sent. (252625)
• Users may experience errors attempting to upload their first file to forms using files sets, and will need to retry the upload. (316095)
• After adding a Read CSV activity to a bot definition and setting sample file, you must save and refresh the bot definition before CSV column tokens are available. (270609)
• In Laserfiche Bots, the Read CSV file activity will return a 'Cannot parse CSV file' error if the sample CSV file has a blank line at the end of the file. Remove the blank line from the CSV file using a text editor. (327962)