Portal 10.24.2023 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.
Product Enhancements
Added the Ability to Add Notes to Pending Forms in the Workflow Admin Section (SB-3373)
In order to keep a record of why certain Workflow actions were taken, Workflow Administrators can now add custom notes while Forms are "Under Review" or "Pending Tablet Edit" in the Workflow Admin section of the Portal. These notes will be saved as part of the Workflow History as "Note Added" events. This new event type was also added to the Event Filter in the Workflow History window. Please refer to the article on the Workflow Admin section for more information on the functionality available to Workflow Administrators.
An "Enable Notes in Workflow" setting has been added to the System Settings tab in the Company Profile. This feature is enabled by default but Mobile Forms Administrators can disable it if they do not want to allow Workflow Administrators to use this feature. Please refer to the article on the Company Profile section for more information on the custom settings and configurations available.
Added the Ability to Export Data From Individual Sent Forms in the Sent Forms Section (SB-3383)
Companies with the Enterprise license tier can now export the data from individual Sent Forms as spreadsheets with new Download CSV and Download Excel options in the Sent Forms section of the Portal.
Please refer to the article on the Sent Forms section for more information on how to manage Sent Forms or contact your Account Manager if you have any questions about upgrading your account to access this new feature.
Updated the Copy E-Mail Template to Include PDF Attachment Settings in the E-Mail Templates Section (SB-3411)
The PDF attachment settings are now included when you copy an existing E-Mail Template. This should help save time when creating E-Mail templates based on existing templates.
Update the Lookup Devices by Username Call to Allow Filtering by Activation Status in the Users Endpoint of the REST API (SB-3425)
Added a new optional Activation Status parameter to the Get Devices by Username call (i.e. {api}/devices/lookup/{Username}/{ActivationStatus}/) in the Users Endpoint of the REST API. The options available match the Activation Status Filter in the Admin > Devices section of the Portal:
- AllDevices
- Activated
- ActiveDevices,
- Deadened
- InProvisioning
- Ready
Deployed as a hotfix on 11/2/2023
Bug Fixes
Fixed the Regions Edited By User Header in the Workflow History Window (SB-3375)
We fixed an issue with the User displayed in the Regions Edited By header when viewing Region Details for Form Edited (Portal) Events in the Workflow History. It was not displaying the actual User that made the edits but instead showed the currently logged in User.
Fixed the Optional Recipients Screen to Display All Mandatory Recipients When Sending Forms in Web App (SB-3392)
Mandatory Recipients with "Include on Optional Form Recipient Lists" disabled in their User profile are now displayed on the Optional Recipients screen when sending Forms using Web App. Those Users were previously not displayed even though they were Mandatory Recipients and were receiving Sent Form e-mails.
Fixed the Display of Region Filters to Show Up to 5 Region Filters in the Workflow Admin Section (SB-3410)
Workflow Administrators can now use up to 5 Region Filters in the Filters section of the Workflow Admin page for Form Templates with Region Filters. Previously, only up to 3 Region Filters were available as Filters even though up to 5 Region Filters are allowed per Form.
Fixed an Issue with Exporting CSV and Excel Files for Sent Forms if the Form Contained GPS Regions with Values (SB-3427)
Deployed as a hotfix on 11/10/2023
Popular Articles
Mobile Forms iOS Install Via the Apple App Store
Tutorial Video A tutorial video is also available and covers most of this material if you prefer to watch an overview of how to install the app. Accessing the Apple App Store There should be an icon for the Apple App Store on the home screen of your ...Forms Designer Quick Start Guide
Overview Field2Base Forms Designer is the proprietary software application that allows your existing paper forms to be quickly converted to a smart E-form available to your end users via our mobile and web-based Mobile Forms applications. This ...Portal 11.28.2023 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 ...Integration Service Configuration Guide
How To Configure Integration Services To Allow Read/Write Access on a Network Path All of our Integration Products, including the DIM, DUU, and EDM have respective Windows Services responsible for communicating with our server. Occassionally, ...Data Integration Module (DIM) Migration Guide
Overview This article provides the information necessary to migrate the Field2Base Data Integration Module (DIM) over from one server to another. Please refer to the DIM Install Guide for the initial installation of the Field2Base DIM. Once that's ...