Portal 09.26.2023 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.
Highlighted Features
Implemented E-Mail Templates for Shared Form and Standard Work Orders Created in the Portal (SB-3328)
We added the ability to create Shared Form Work Orders from the Portal in the Portal 07.11.2023 release. As part of further building out that feature, you now have the ability to create Custom E-Mail Templates for the Recipient of the Shared Form Work Order link. Additionally, we created a default E-Mail Template, "Shared Form Work Order to Recipient", so that Work Order Dispatchers can use a default e-mail and do not have to manually create the e-mail subject and body every time they dispatch a Shared Form Work Order.
While we were at it, we added the same feature to Standard Work Orders. Work Order Dispatchers can now select a custom E-Mail Template to notify the User that a Work Order has been assigned to them.
Please refer to the article, Dispatching Work Orders from the Portal, for more information on creating both Standard and Shared Form Work Orders and to the article, Managing E-Mail Templates, for more information on creating your own Custom E-Mail Templates.
Added the Ability to Get Form Data in XML or JSON to the Sent Forms REST API
Developers can now get Sent Form data in XML or JSON format using the Sent Forms REST API without having install the Data Integration Module.
Added the Ability to Get a Form Template's Sent Form History and Get the Sent Form as XML to the Sent Forms REST API (SB-2686)
We added two new methods to the Sent Forms Endpoint in the REST API:
- Get a history of all Sent Forms for an individual Form Template - GET call to https://fieldconnect.field2base.com/v2/api/onlinedocs/feed/integration with three required parameters (start, limit, templateID)
- Download a Sent Form as XML data - GET call to https://fieldconnect.field2base.com/v2/api/onlinedocs/sentforms/{ResourceUUID}/xml where ResourceUUID is a valid GUID for a Sent Form.
Defined a Sent Forms JSON Format and Added the Ability to Get Sent Forms as JSON to the Sent Forms REST API (SB-3367)
We added the ability to download a Sent Form as JSON data in the Sent Forms REST API:
- GET call to https://fieldconnect.field2base.com/v2/api/onlinedocs/sentforms/{ResourceUUID}/json where ResourceUUID is a valid GUID for a Sent Form.
Added the Ability to Download Sent Form Media Files in the Sent Forms REST API (SB-3377)
We added the ability to download a Sent Form's media files (audio clips, drawings, images, video clips, and inking) in the Sent Forms REST API :
- GET call to https://fieldconnect.field2base.com/v2/api/onlinedocs/sentforms/{ResourceUUID}/media/regions/{RegionName} where ResourceUUID is a valid GUID for a Sent Form and RegionName is the name of the media Region in the Form Template (for example Page1@Region1).
Please refer to the article, Sent Forms REST API, for details on currently supported operations that are currently supported.
Product Enhancements
Added the Ability to Sort Regions by Tab Index and the Ability to Export to Form Edited Events in Workflow History (SB-3372)
Workflow Administrators now have the option to sort the Regions Edited details in Workflow History by Tab Index order (default) or Region Name (A-Z) order. The Tab Index order is set as part of the Form design. Previously, the Regions Edited were displayed by alphabetical Region Name only.
Mobile Forms Administrators can also export a CSV or Excel file of the Regions Edited details.
Please refer to the article, Workflow Admin, for more information on the features available to Workflow Administrators.
Added Icon Indicator for Restarted Forms in the Workflow Admin Section (SB-3360)
Workflow Administrators can now easily tell if a Form was restarted in Workflow at any point without having to open the Workflow History.
Updated the Create Account Process to Enable the Prevent Demo Account Creation Setting for New Customers (SB-3362)
New companies created after the 09.26.2023 release will have the Prevent Demo Account Creation for My Users setting enabled by default. This will prevent any of their Field2Base Users from accidentally creating Demo accounts when activating the Mobile Forms app. Mobile Forms Administrators can enable or disable this setting as needed.
Please refer to the article, Company Profile, for more information on updating your settings.
Minor Enhancements
Added New Quick Action Taken Event to the Workflow History to Track Actions Taken in the Workflow My Queue Section (SB-3363)
Updated
the Setting Name from "Require Users to Always Login to
the SSO Portal" to
"Require Users to Always Login using SSO" on the System Settings tab
in the Company Profile (SB-3382)
Bug Fixes
Investigated and Fixed Inserted Images Not Being Saved to E-Mail Templates (SB-3353)
Fixed an issue with images inserted into E-Mail Templates not being saved into the HTML correctly when creating and editing E-Mail Templates.
Fixed an issue with viewing embedded images in the bodies of E-Mail Templates for e-mails delivered to some major e-mail providers (i.e. gmail.com).
Investigated and Fixed the Unsaved Changes Status Text to Be Visible in Web App (SB-3376)
Fixed an issue with the "Unsaved changes..." status text not having any background making it difficult to see when filling out Forms in Web App.
Fixed an Issue with the Create Work Order Actions Not Working for Users with Role of Work Order Dispatcher (SB-3391)
Hotfix deployed on 9/28/2023
Fixed an Issue with the "Attach Sent Form as a PDF" Option Not Being Shown When Creating and Editing E-Mail Templates (SB-3393)
Hotfix deployed on 9/28/2020
Fixed Issues During Login for Companies With SSO Enabled Due to the New SSO Login Information Cookies and Existing F2B Authentication Cookies (SB-3395)
Hotfix deployed on 9/29/2023
Investigated and Fixed the Timeout Occurring for the Get All Users REST API Call for Companies with Large Sets of Users (SB-3399)
Deployed as a hotfix on 10/3/2023
Implemented a new company-wide configuration called UserApiFastResults to allow the Get All Users (GET /users) endpoint in the REST API to work for companies with a large number of Users by not including some User details (Folders, Groups, Roles, Optional Form Recipient Setting, and the Default Location Setting) in the returned results.
Updated the Form Processing Service to Add Mandatory Recipients Missing from Sent Forms Uploaded by the Mobile Forms Apps (SB-3401)
Hotfix deployed on 10/5/2023
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