Portal 02.18.2025 Release Notes

Portal 02.18.2025 Release Notes

Overview

Our release notes offer brief descriptions of product enhancements and bug fixes. We include links to the current articles for any affected features. Those articles will be updated shortly after the Portal release to include new functionality.

Please contact our Support Team with any questions or feedback about any of these updates. 

Product Enhancements

Update the Excel Export Process for Reports and Table Data to Use the Column's Correct Data Format Type in the Portal (SB-3882)

Updated the Export Process for Excel spreadsheets to use the Date and Number formatting for columns in the exports instead of returning strings for all columns throughout all relevant sections of the the Portal.

Add a Latest News Section for the Home Dashboard in the Portal (SB-3900)

Added a Latest News section to the Home Dashboard in the Portal that will allow Field2Base to communicate news, tips and tricks, and other documents directly due to Customers in the Portal.

Add Support for Using Prefilled Region Values in Work Order E-Mail Templates in the Portal (SB-3905)

Added support to use prefilled Region Values in Work Order E-Mail Templates when creating Work Orders in the Admin > E-Mail Templates section of the Portal. The format for using prefilled Region Values is {{Page1@Region}} and if no value is entered in the Region when creating a Work Order, a blank space will be inserted.

Add the Ability to Make Standard Work Orders Folder Specific in the Work Orders Section of the Portal (SB-3906)

Added the ability to make Standard Work Orders be assigned specifically to a Folder instead of always being Companywide Resources when creating and editing Work Orders in the Admin > Work Orders section of the Portal. It is now possible to filter for the Form Templates to dispatch and separately set the assignment of Work Orders to a single Folder or be Companywide. Additionally, if a Form Template is published to a Folder, the Folder Assignment for the Work Order using that Form Template is automatically set to the associated Folder. Companywide Form Templates can continue to be set as a a Companywide Resource or be changed to a Folder Specific one.

Add the Ability to Make Standard Work Orders Folder Specific in the Work Orders Endpoint in the REST API (SB-3907)

Added the ability to set the Folder for Work Orders in the Create Work Order web service call in the Work Orders Endpoint in the REST API. AssignedFolderID can be set using the Folder's ID or AssignedFolderName can be set using the Folder's Name. If neither of these properties are set, then the Work Order is created as a Companywide Resource. Additionally, all varieties of the Get Work Order web service calls will now return the AssignedFolderID and AssignedFolderName properties in the responses from the calls.  

Add the Ability to Make Standard Work Orders Folder Specific in Custom Workflow Definitions (SB-3908)

Added the ability to generate Standard Work Orders be Folder Specific using a new AssignedFolder property in Custom Workflow Definitions in the Workflow Engine. The new AssignedFolder property requires that the Folder's ID (formerly Project Key) be used. If the AssignedFolder is not set, then the Work Order's scope will be set to Companywide.

Make Folder Specific Work Orders Only Visible to Users with Appropriate Folder Access in the Work Orders Section of the Portal (SB-3909)

Updated the view in the Admin > Work Orders section of the Portal to only show Folder Specific Work Orders in the table data that the currently logged in User has access to based on their Folder Access. This change affects Users with the Mobile Forms Administrator Role, the Work Order Dispatcher Role, or Custom Roles with the Work Orders Permission.

Update the Import Work Orders Process to Allow Folder Specific Work Orders in the Work Orders Section of the Portal (SB-3910)

Updated the Import Standard Work Orders process to allow defining a specific Folder when importing Work Orders using a CSV file in the Admin > Work Orders section of the Portal.

Update Editing Work Orders to Generate E-Mails when the Send E-Mail Notification Option Is Enabled in the Portal (SB-3913)

Updated the Edit Work Order action to send e-mails if the Work Order Dispatcher selects Yes to send a notification in the Admin > Work Orders section of the Portal.

Add the Ability to Select Custom E-Mail Templates when Re-Assigning Work Orders in the Portal (SB-3914)

Updated the Re-Assign Work Orders pop-up window to display an option to choose between the Default Template and a Custom Template if the Send E-Mail notifying the User a Work Order was Assigned option is enabled when re-assigning Work Orders in the Admin > Work Orders section of the Portal.

Update Text Labels in the Work Orders Section of the Portal (SB-3915)

Fixed a typo in the Submit Work Order button label text and shortened the text in Send E-Mail Notification label text when creating, editing, or re-assigning Work Orders in the Admin > Work Orders section of the Portal.

Add # of Items Filter to the Add Devices Section in the Portal (SB-3938)

Added a # of Items Filter to the top of the table in the Add Devices page in the Admin > Devices section of the Portal. The Add Devices page is only visible to Customers using the Enterprise App Builds or a mixture a of Enterprise App and App Store Builds.

Update the Field Layout in the Payment Engine UI in Web App (SB-3939)

Updated the Payment Engine UI field layout in the Web App to be more inline the Mobile Forms Apps field layout with the ZIP / Postal Code being the last field.

Update Logic to Prevent Form Sending if Exceptions Are Thrown during the Form_Validating Event in Web App and Workflow (SB-3955)

Updated the Form_Validating Event to now catch Script call exceptions and record them to the Validation Log in the Web App and Workflow Form Viewer to prevent validation from failing silently and not stopping the Send Form process due a validation failure.

Do Not Prevent Under Review Forms from Being Sent for Exceptions Thrown during the Form_Validating Event in Workflow (SB-3954)

Updated the Form Viewer in Workflow to not prevent Under Review Forms from sending if Script exceptions are thrown during the Form_Validating Event. Hotfix deployed on 2/19/2025.

Update the Import Work Order Process to Use Folder Names in the Work Orders Section of the Portal (SB-3957)

Updated the Standard Work Order Import process to use Folder Names instead of Folder IDs and changed the "Folders" column to "Folder" since only a single Folder can be defined in the Admin > Work Orders section of the Portal. Hotfix deployed on 2/28/2025.

Update the Draft Saving Process to Automatically Trigger after Form_Reloaded Event Is Run in Web App (SB-3958)

Update the Draft Saving Process to automatically trigger after the Form_Reloaded() Script Event is run that makes changes to the Draft in Web App. Hotfix deployed on 2/28/2025.

Update the Draft Saving Process to Automatically Trigger after Form_Reloaded Event Is Run in Workflow (SB-3959)

Update the Draft Saving Process to automatically trigger after the Form_Reloaded() Script Event is run that makes changes to the Draft when reviewing Forms in Workflow. Hotfix deployed on 2/28/2025.

Bug Fixes

Investigate and Fix Draft Saving Occurring when Viewing Completed Forms in the Workflow Admin Section (SB-3982)

Fixed an issue with the Draft saving process triggering when viewing Form with a Completed Status in the Workflow > Admin section of the Portal. Hotfix deployed on 3/6/2025.

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