Release Log

Feb 16, 2025 

• Height on empty cells is causing rendering issues in forms that have rows with empty cells

• Improved the way Empty fields show in the form designer; they are now more distinct to be recognizable as an empty field

Feb 10, 2025 

• Addressed an issue where Line items were throwing an error when trying to save because they are requiring the label field to be filled in

• Addressed an issue when executing persona webhook, a sequence contains more than one element message was shown

• Addressed an issue where multi print was not working

• ID Verification is requiring users to do a full verification after user has verified via In-Person option

• Addressed an issue where Global search was not functioning as expected

• Added additional Decimal and Numeric fields to Shared Lookups to permit more of them per form

• Added the ability to open subtasks using different forms

• Improved Module associations to give users the ability to pick which fields to search

• Addressed an issue where Display Formatting was not being applied in a Grid View

Feb 3, 2025 

• Automation processor changes

• We need to check that the ID verification succeeded before redirecting the user to sign documents

• Now when a SignNow signing is complete, the signed documents are added to the 'Signed Documents' attachment type

• Addressed an issue where only the first "age" type column works on the form.

• Added a "full screen" form type to accommodate forms with even more fields than typical until now

• Allow up to 10 action buttons when the form is opened in new full-screen mode

• Add the ability to use up to 12 columns wide in a row on the new full-screen mode

• Improvements in the form editor when the user exits the form

• Added a marker to show that the form has changes when a user edits it

• Addressed an issue where the X Close button was not showing in upper-right of a form on IE

• The subtask form is now a "Wide Form" even if Module settings are set to 'Full screen'

• Field Mappings are now shown in alphabetical order and system fields are no longer shown

• Addressed an issue where when editing in a Line Item, even if a required field was blank, it will allow one to save

Jan 26, 2025 

• Upgraded 3rd party libraries to address vulnerabilities as required

• Changed the display name in the palette and other places to use the more formal form label or header label

• Addressed an issue where one could not create an Age computed column on dynamic fields

• Added a feature to store a copy of Excel file uploaded during mass import/update process for later reference if there's an issue

• Added a new database entity Import Log to track imports more explicitly

Jan 5, 2025 

• Shifted the grid export to Excel format and not CSV

• Now grid columns currency field formatting uses two decimal places, as it should be

Jan 8, 2025 

• Addressed a cosmetic issue where the Debug tab of the field customization dialog has a blank area before information

• Addressed and issue where disabling subtasks in a module had no effect

• Addressed an issue where the scrollbar was not showing for the 'properties' tab of the form designer

• Further improvements to the new capability for ID verification, that is, alloing configuration of ID Verification on the client side

• Addressed an issue where dynamic field mapping was not working when a lookup field is not configured as PIT (point-in-time)

• Changed the display name in the palette and other places to use a more formal form label/header label

• Further improvements to the signature capture, now automatically generates and stores the SignNow token on the backend

Jan 4, 2025 

• Added the ability to configure memo fields in the form designer

• Added the ability to configure memo items on subtasks

• Added API support to get the list of memo entities for a given request

• Addressed an issue where Custom String fields where not Appearing in Grid Views or Emails

• Added integration support to collect signatures on documents via SignNow

• Added integration support to confirm a user/customer identity via Persona

• Added the ability to customize the 'New Task' label

Dec 10, 2024 

• Fixed a PDF export issue

• Improved support for showing links (URLs) in the grid

Nov 24, 2024 

• Addressed an issue where the filter options for a date field don't match as expected, e.g.: set it to filter on Not Null and still did not rows that were indeed not null.

• Added the ability for administrators to disable 2FA on individual users

• Addressed an issue where users can set the grid column width to zero in the main grid, making the columns invisible

• Addressed an issue where in some cases Report emails were not working (not sending)

Nov 17, 2024 

• Addressed an issue where customer styling (CSS) was not applied after recent database segmentation was implemented

• Addressed an issue where Lookups using factory forms were not working after recent database segmentation was implemented

Nov 12, 2024 

• Add the ability to group locations and assign these groups to users (Region capability)

• Need to restrict the default files permitted to be uploaded to prevent executable files by default.

• Addressed an issue where IsNull and IsNotNull were not working as expected for Automations

• Addressed reporting issues where:

  • Monthly reports were being sent out on the 30th instead of the 1st

  • Daily reports were not emailed at 12:01 am so as to include everything 12 am - 11:59 pm the previous day

Nov 3, 2024 

• Addressed an issue where Importing lookups with Multiselect values interferes with the overall module

• Addressed an issue where attaching a file that is larger than 20MB on an attachment field, does not actually attach and gives no indication the file was not attached

• Added more user-friendly support for GET/PUT/POST/PATCH of a request using the user-facing field names

• Exposed the "Top N" in the alert settings dialog to all users, was restricted to super-admins before

• Added an option to ignore any transition errors when performing actions on 'other' items in a workflow subaction

Oct 23, 2024

• Added the ability to show tooltips/hover text in the search result grid

• Reintroduced the concept of a module-based "base" filtering - with this feature we can control what kind of filtering to apply at the module level for primary and secondary roles(Roles can be marked as primary or secondary)

• Increased precision for rates and other lookups with numeric fields to support more than 2 decimal places

• Accounted for MultiLocation on Dashboards depending on the User's locations available

• Addressed an issue with the global search not functioning as expected

Oct 19, 2024 

• Addressed an issue where "Show in grid" on field properties was changing when making edits to other properties

• Improved the user import so that now multilocation is set imported from the import file, too

• Improved link copy so that the module name is encoded

• Addressed an issue where after 'Saving the layout for All Users', opening a new or editing and existing request caused the grid to go blank

• Addressed an issue where PowerBI - OData were rounding to 2 decimal places

• Currently there are 2 kinds of invite emails that are sent out depending on whether the logged in user is an @stratawise email or not

• Addressed an issue where Roles could not be deleted

• Added the ability to create Computed column on the backend

• Added the ability to specify an error message on a line item

• Added the ability to get logged in user details in custom JS workflow action

• Added the ability to specify a field mapping when performing actions on items in another module

• Added a flag to allow columns in the search result to show tooltip to show hidden information

• Added support for an optional 8th column to the search control to be shown in the search grid

Oct 2, 2024 

• In the lookup list, show which module and field that lookup is being used in

• In some situations, there is an automation failure when the "GetLookup" subaction is triggered

• Addressed an issue where the API field mapping was missing the output section

Sep 26, 2024 

• Ability to have one request perform actions on another from the workflow

• Added a Usage column in the Shared Lookups list to show which module and field it is being used in

• Addressed an issue where the global search was not searching all locations the user had access to

Sep 9, 2024 

• Added the ability to fill PDF document as part of workflow attachment generation

• Add the ability to upload PDF documents as Templates in the HTML Template lookup

• Added the ability to use PDF fillable form field mappings across actions

• Add line count when denormalizing views to give more context for displaying data in the dashboard

Sep 5, 2024 

• Add the ability to send an attachment via REST API integration

• Added the ability to ensure attachment download ensures users has access to main entity

• Addressed an issue where line items showing as blank on NX Inventory Audit

• Added options for Module relation field to have a blur event

• Line items not showing in a section that is marked as a wizard

• Addressed issue with JS Editor not functioning

• Fixed issue where marking a line control as read only was not hiding the add/delete icons

• Added the ability to de-normalize the dashboard view on a module-by-module basis

• Added the ability to pre-process a link before its opened

Sep 1, 2024 

• Ability to fill PDF document as part of workflow attachment generation

• Dashboard expression editor is not working as expected due to conflict in ace.js library

• Line Items don't show in the form

Aug 29, 2024 

• Added the ability to display currency fields format in the grid

• Added support for adding attachments > 500K to not send payload to server

• Resolved an issue where when additional Attachment fields are created, they do not show up in the Palette in the Default Form.

• Addressed issue where attachments do not show up in attachment section of form designer.

• Added options to have line items with attachments aligned.

• Addressed issue where line columns in denormalized view are being generated as text

• Added the ability to send an attachment via REST API integration

• Added support to aensure attachment downloads ensures user has access to main entity

Aug 25, 2024 

• Added support to automatic concurrency handling from the main form (with subtasks)

• Set the max width of the main grid by default to 400px

• Added a column to the user grid to show if 2FA is turned on

Aug 20, 2024 

• Addressed an issue where a MultiSelect field using User lookup did not show selected items on the control input field

• Increase max attachment size to 100MB to permit larger files to be uploaded as attachments

• Addressed an OData Error that occurs when MultiSelect fields are bound to a User lookup

Aug 15, 2024 

• Ability to create Computed columns on the backend

• Improved the user experience when the request form is kept open after actions are performed

• Improved feedback for invalid fields in Line Item controls

• Improved the experience when dropping down a line item when it has no elements

• Added support to do multiple searches to group results for fields that support picking from search results

• Now ensuring the global search filters data based on the external view criteria

• Ensuring entering 0 in a numeric field that has a required value is treated as a value (field is not flagged invalid)

• Added validation tabs to the Module Association for Validation and  Customjs in the form designer

Aug 10, 2024 

• Improved support for searching datetime fields 

• Lookups use the lookup value instead of lookup id

• Improved searching partial search for Long Text fields

• Resolved an issue where the global search found more than the requests containing the search value.

• Added support for optionally keeping the form open after each workflow action

Aug 5, 2024 

• Added options to fine-tune module-level search (partial or full match)

• Added support to generate multiple Excel tabs into the same report\

Jul 27, 2024 

• Added support to have read-only controls also force validation on forms

• Added the ability to configure the module association search result columns

• Made the view dropdown in the app header row wider to accommodate longer view names

• Added a user form label message to communicate max Line Item details

• Required Line Item control headers now have better-required field indicator

• Change text on 'OK' button of User dialog to 'Save'

• Configured the Excel to  PDF generation to ensure the result fits in the page

• Add changes to crystal customer FA to compute the current cost

• Addressed an issue where SSO Self-Registration and bypass login is not working on certain links to Stratawise

• Added the ability to do additional filtering when using the Module association field in a form

• Added a new module permission 'Can Search' to multi-location to permit this privilege to be granted separately from others

• Added a new module permission 'Can Update' to multi-location so when granted users in any location can update any location

Jul 20, 2024 

• Addressed an issue where, for newly created users, the auto-save layout flag was not getting set

• URLs displayed in a view grid should appear as an icon and link name

• Addressed an issue where auto-setting the role for new SSO users was interfering with end-user (submitter) users

• Added support for picking a single module entity as an association in a form and update

• Added support to add a Module Entity as a Lookup to pick a single value and do dynamic field mapping

• Added support to handle x-www-urlencoded body to improve the no-code integration

• Added support for Line Items control forms to show required fields

• Added the ability to run custom JavaScript when a new attachment is added on the client side

• Added custom JavaScript hooks to trigger when a Line Item editor is saved

• Ability to see additional columns in the search result for module typeahead

Jul 13, 2024 

• Addressed an issue where in some cases placeholder text for Lookup shows as the value on the form

• Addressed an issue where adding module associations was not working as expected

• Addressed an issue where adding module associations was not working as expected

• Added support to conditionally display items in a Line Item control

• Added support for searching from a module lookup should use global search

• Addressed an issue where multi-location name / id is not getting filled in

• Added support for laying out Line Items into multiple rows

• Added an option to allow line items to be edited via a popup

• Added the ability to format numbers when displayed in the editor.

• Addressed an issue where in some cases one cannot edit Lookups from the main form

Jul 5, 2024 

• Upgrade to .Net 4 runtime to keep up with the latest for performance, security, and new feature reasons

• SSO should redirect to the staff user page to avoid clicking on "Login using SSO"

• Add an option to allow generating reports from Excel file after substituting values via workflow subaction

Jun 22, 2024 

• Self Registration via SSO

• Make the scroll handle in the grid larger to make it easier to see/drag

Jun 9, 2024 

• Added better support for importing multi-select fields

• Added support for a tooltip for Comment fields

• Added support for tooltips for in Line Control

• Addressed an issue where Comment validation was not working as expected

• Introduced a way to systematically delete line control items

• In the Report designer, enabled export from the preview page

Jun 2, 2024 

• Add ability to export as doc file from workflow subactions

• Addressed an issue where the form designer prompted for save after searching for fields

• Added the ability to close notifications by clicking outside of it

• Completed imports are showing wrong times (UTC)

• Import now shows the percentage more smoothly

• Made copy and paste from Excel more robust for multi-select fields (tags)

May 18, 2024 

• Addressed an issue where filtering was not working for specific departments

• In a specific case, a field does not show its value in the grid after creating an item in the palette of the Default form

Apr 27, 2024 

• Shared Lookups administration views are very slow a times; improved performance

• Addressed an issue where Lookup permissions of deleted modules getting loaded causing certain module settings to load slow

• Addressed an issue where one could not download module update/import files from module settings

Apr 22, 2024 

• Added support for attachments within a Line Item control

• Addressed a case where Attachments disappeared in subtasks when action or save is applied

• Added support to export subtasks

• Added support for performing actions from the grid when an item has more than one multiline row

• Improved support for Tableau filtering when using OData

• Improved performance when loading a module for edit

• Added new required privacy setting for iOS

Apr 16, 2024 

• View Matches not working as expected in Automations

• Import does not work when Action column is present and empty

• Attachments in Subtasks do not show after saving or performing action

• Added a "Is Null" option to Automation criteria

• In some scenarios, views are not working on the mobile app

Apr 1, 2024 

• Enhanced Line Control Fields to follow the read only condition in Section properties

Mar 23, 2024 

• Improved the error messages when the import fails

• Added validation on multi-select lookup fields during import

• Addressed an issue where some views were not working in the mobile app.

Mar 7, 2024 

• Added support for validation on multi-select lookup fields

• Fixed an issue where multi-select fields were not working properly on the grid

Mar 2, 2024 

• Improved one case where the date field does not allow access to the calendar UI

• Addressed an issue with closing the import form

• Addressed an issue where in some cases Audit was showing 'NaN'

• Now importing first validates actions & states before import

• Addressed an issue where Audit details show value & ID columns of lookups

• Addressed an issue where in some cases multi-selects are not being treated as dropdowns in the grid for filtering

Feb 25, 2024 

• Fixed an issue where fields in the grid that are being filtered on the form are not showing as expected

• Added support to validate multi-select lookup fields on import

• Changed the default for Import Update, now it will perform any specified action column, else save the updates

• Addressed an issue where validation was not being performed on non-numeric field types when importing

Feb 4, 2024 

• Made opening a parent item the same whether opened from the parent or the child

• Improved performance requests

• To make it easier for users to relate imported items back to their source items, include the 'id' column if present in the source file

• Enhanced the purging of items that have gone past the retention period to be more automated

• Addressed an issue with the entity API that was recently introduced

• Made it possible to use 'Contains' operator when pulling data using PowerBI

• Added the ability to see all of the lookup items in a multiselect

Jan 27, 2024 

• To help when resolving errors, the import error view now includes the 'id' column

• Increased the maximum allowed number of columns in the new UI to 75

• Ability to see parent item from the original child item on the grid

• When viewing the parent ticket from a read-only ticket, the parent is now read-only if the child is

• Attachments are now read-only when the associated field is marked read-only

• Importing items with ";" without a space into a MultiSelect field is now supported

• Now when all subtasks are completed, the parent ticket will transition to the next state

• Added the ability to execute certain SQL operations from javascript subactions

Jan 20, 2024 

• Added the ability to filter the Import grid to show items with errors

• Fixed an issue where the main Workflow Actions in Subtask states were not showing correct Actions in some cases

• Fixed an issue where OData results are empty when tenancy has multi-location enabled

Jan 7, 2024 

• Added the ability to filter on the import result grid to show items with errors

• Addressed an issue in the condition editor where Main Workflow Actions were showing in Subtask states

• Upgraded OData, Dashboards & Reports to Microsoft .Net 8

Dec 16, 2023 

• Improved highlighting of Subtasks

• Improved validation of attachments

• Added flexibility to the size per module of attachments

• Increased the upper bound to the size of attachments

Nov 27, 2023 

• User search now supports special characters

• User export now exports all users consistently

• Enhanced the import user format

• User Export and Import Column Names now match

• General improvements to the user export

Nov 17, 2023 

• Made lookups more flexible so that when multilocation is turned on for one module in a tenant it is not required for all lookups for that tenant

• Resolved an issues where multi-Print when there are multiple line items in a subtask.

Nov 2, 2023 

• Optimization of the back end with regard to how columns are loaded

• Optimization related to data injestion

Oct 10, 2023

• Addressed an issue where exporting to Excel was not working when certain filters set

• Addressed an issue where refreshing the page loads the grid multiple time in certain circumstances

Sep 27, 2023 

• Added the ability to select multiple items to print at once

Sep 2, 2023 

• Fixed an issue where, under some situations, line items entries are not showing correctly in the grid

• No way to import items into Line Item control fields

• Added the ability to export users

• Now Line Item values are split into multiple lines within the grid

• Added a settings to allow different intervals for time picker

• Optimized the form fetch request to reduce unnecessary overhead with each editor open