Experlogix Smart Flows 4.17.0

42330

Fix

A 400 error is thrown if template or document name contains a period when sending a flow to ConsignO Cloud

When running a flow that contains a step in which a template is used that has a period in the template name or a document is created that has a period in the document name, a 400 error occurs. We've fixed the code so the user will not encounter this error anymore when running a flow.

42381

Fix

An error occurs in Retrieve Data Step for Salesforce

The Retrieve Data flow step occasionally failed to retrieve Salesforce records by field.

38796

Fix

An error occurs when executing the Retrieve Data step if the Record field value of the step is a mapped value from an earlier flow step

Mapped values from earlier flow steps in the Record field of a Retrieve Data flow step were treated as text fields instead of entity references, causing the step to fail at retrieving records. This issue is now fixed by treating the mapped value as an entity reference instead of a regular text field.

39213

Fix

An error occurs when multiple template exports execute in parallel

We've fixed a 500 - internal server error that occured when users executed multiple exports in parallel.

41332

Feature

Angular 15

We've updated our front-end framework to Angular 15 to fully benefit from the latest improvements of the framework.

42170

Feature

Capability to Find Template by Name in the Generate Document Flow Step

We've added a new feature that allows the user to retrieve a template dynamically by display name during the execution of the generate document step of a flow. Please be advised that you need to switch off the data set reducer for flows that use this feature. See Generate Documentfor more information.

42239

Fix

Error pops up in Microsoft Dynamics 365 CE v 9.0 classic interface app when executing a flow tagged as Flyout (run in the back)

In Microsoft Dynamics 365 CE v9.0 classic interface apps a Dynamics error popped up when executing a flow that is marked with the Flyout (run in the back) tag.

42718

Fix

Error reading metadata during Salesforce connector configuration

In some cases a missing property exception was thrown during setup of a Salesforce connector. The underlying issue has been fixed and the error does not produce any longer.

41961

Fix

Error when selecting the Approve document step in the Create flow dialog

When creating a new flow, users can select one or more steps to be added to the flow before it loads into Flow Builder. When users would select the Approve document flow step, that would throw an error in the Create flow dialog, preventing the user to create the flow. This issue has now been resolved, allowing the user to select the step in the create dialog, create the flow with the step in it and then continue flow configuration in Flow Builder.

40814

Feature

Extend Microsoft Dynamics 365 F&O Data Sets with Calculated Total Fields

We've created a new feature that allows us to map calculated total fields from the data set in the template. Total amount fields are available in the currencies of the connected Microsoft Dynamics 365 F&O instance, see Microsoft Dynamics 365 F&O Connector for information.

41848

Improvement

Extended export endpoint of the Smart Form with a property to set the name of the export package

We've extended the export endpoint of the API with a exportFileName property that allows the user to specify a name for the export package file.

42151

Fix

Fixed User Sync Report Error

We've fixed the issue related to the error layout for User Sync Report. The design of the User Sync Report is aligned to fit into the report.

34198

Improvement

Generally improved error handling in Template Builder

We have improved error handling in Template Builder so that users will no longer receive error messages that contain code or unresolved values like "could not create image for value {0} (source = {1})".

41210

Improvement

Improved Error Message for Existing Microsoft Dynamics 365 F&O Users

A warning displays when an existing Microsoft Dynamics 365 F&O user sets up a Microsoft Dynamics 365 F&O connector and selects the Give Smart Flows administrator role to the connection user checkbox. The user notifies that the Connection user already has the Smart Flows Administrator role in Microsoft Dynamics 365 F&O.

41950

Improvement

Improved Flow Step Descriptions in Flow Builder

We've improved the naming of flow blocks in Flow Builder. The names of flow steps now included their flow step's category. This will help users differentiate between similar blocks (Example: create note, send e-mail) associated with different connectors.

41628

Improvement

Improved Show History Tab in Template Builder

We've improved the Show History tab in the Template Builder. Earlier, it shows only up to 20 versions, now it shows all the available versions.

35544

Improvement

Improved Template Overview in Template Builder

We've improved the Open template dialog box in Template Builder. It allows users to widen the templates overview navigation pane to enhance visibility. This is particularly handy for longer template names.

41569

Improvement

Improved User Sync for Primary Connectors

We've improved user sync for primary connectors. When the sync fails for one of the connectors, it continues to sync for others. Once it completes, the sync process produces a sync report with metrics on added, updated, and deleted users.

42337

Fix

Info on hover fails to load for some of the barcode types in the barcode selection control of Template Builder

In the barcode selection dropdown in Template Builder, the info text that should display when hovered, would not load for some of the supported barcode types. We've fixed this issue. Info is visible for all barcode types in the dropdown menu.

42491

Fix

Plugin settings for the Microsoft Dynamics 365 CE plugin not loading in the Setting area of the Control Panel

Projects that are licensed for Microsoft Dynamics 365 CE should have a number of settings that admins can control in the Plugin settings section of the Settings area in the Control Panel of the Smart Flows Project Console. These plugin settings were not displayed. We have fixed the issue to make the plugin settings for Microsoft Dynamics 365 CE available to admin users.

38538

Fix

Reporting Displays Triggering Record's ID Instead of Name for Flow Executions Triggered in Salesforce

We've fixed the issue in the Flow run overview page where flow runs started in Salesforce would display the triggering record's ID instead of name.

41803

Feature

Single Sign-on Connector

We've created a new Single Sign-on connector that allows users to log into Experlogix Smart Flows via third party identity providers that support OAuth, see Single Sign-On for more information.

42624

Feature

Support for Sugar v13.0

We've added support for Sugar v13.0.

42416

Fix

Template Builder Expression wizard does not list all available functions

We've fixed an issue that caused Template Builder to only list 150 of the 165 available functions in the expression wizard. The wizard now shows all of the functions that are available.

42528

Fix

Unable to Connect Using Multiple Identities

We've fixed the issue related to multiple connected identities. Users can log in and sync with various connectors using both identities.

42333

Fix

Unable to create data sets of any type if the primary connector is not configured correctly

We've fixed an issue where invalid configuration of the primary connector of a project prevents the user from creating new data sets. The create data set dialog threw an error that prevented the user to complete the create process.

41978

Fix

Unable to Generate Microsoft Dynamics 365 CE E-mail with an apostrophe

When running a flow with a Microsoft Dynamics 365 CE — send e-mail step, the execution of the step fails if the to-field value is an e-mail address that contains an apostrophe. We've updated the code to run the flow block perfectly.

35188

Fix

Unable to Remove Local Sample's Content from Template docx

We've fixed an issue with removing local samples from templates. With the fix, the content of local samples is now fully removed from the template docx file when the user deletes them in Template Builder.

42332

Fix

Unable to reset the list view filter for the Default column to "All" on the Connectors list view in the Project Console

When applying a filter on the Default column of the Connectors list view in the Project Console, the user could not reset the filter to its initial value (All). We have fixed this issue.

42336

Fix

User interface flaw during license activation step of the Initialize Project wizard

Switching tabs between Activation key and License file on the Activate license step of the Initialize Project wizard, triggered an action in the back instead of in the wizard. The result of this was that users who wanted to upload a license file during the activation step, were unable to do so using at this stage of project initialization. We have fixed the wizard so users can now activate their license via the pattern of choice and complete the initialization of their project.

42584

Fix

User Sync fails for active Microsoft Dynamics 365 CE users that have the same user name as a deactivated user

User sync from Microsoft Dynamics 365 CE would fail if the sync list (the list of user who have a Smart Flows role association in Microsoft Dynamics 365 CE) would include multiple users with the same user name. Although user names for active users are unique in Microsoft Dynamics 365 CE, an active user can have the same name as a deactivated user. To avoid duplicate user issues, the Smart Flows user sync process for Microsoft Dynamics 365 CE now filters out deactivated users before syncing.