Release Notes v3.6 January 2014

Transcription

1 Release Notes v3.6

2 Table of Contents General Information... 3 New Features... 4 Improvements... 9 Revisions GreenFolders v3.6 Page 2 of 15

3 General Information Component Upgrades (GF-41, GF-75, GF-84, GF-85, GF-143, GF-327) Upgraded several components to improve: Image Display/Manipulation, Data Grid Use (used on Home, Tasks, Attachments, etc.), Message Templates (Editor), and Tools for Development. These upgrades also provided functionality for the addition of new features..net 4 Requirement (GF-328, GF-288, GF-76) Due to various Component Upgrades, Improvements, and New Features, GreenFolders now requires.net 4.0 to be installed for both the Server and Client Software Installations. Updated End User License Agreement - EULA (GF-368) Various changes have been made to the EULA (End User License Agreement). This EULA is displayed during the setup of both the GreenFolders Client and GreenFolders Server software applications. Recommendations With GreenFolders v3.6 a new feature has been added, GreenFolders Dropbox. Users are able to place files to the GreenFolders Dropbox that will be added to GreenFolders. Files can be printed, dragged and dropped, or saved from another application into the Dropbox. In the case of PDF files, often the PDF needs to be created from another source, such as Website, Web Applications, County Tax Programs, etc. While any PDF creator may work for users to create PDF files, our team has reviewed several PDF creators and would like to recommend them for use with GreenFolders. They are: CutePDF Writer by Acro Software, Inc. URL: PDF Creator by PDFFORGE URL: PDF Printer by Bullzip.com URL: GreenFolders v3.6 Page 3 of 15

4 New Features Workflow Rules (GF-4) GreenFolders now provides the ability to automatically perform specific actions based on predefined rules. Rules are setup within GreenFolders Configuration and can include multiple actions, including Creating a Task, Changing a Status, and Reassigning a Folder. By setting up Rules and Actions, many common tasks can be automated to provide increased efficiency in everyday workflow. Rules Tab with sample Rule Examples of Rules and Actions Actions Window GreenFolders v3.6 Page 4 of 15

5 Data Policies (Migrate GF-33, Purge GF-34) Data Policies allow the Administrator to create policies to migrate or purge (delete) attachments from the File Store. They can be created using a variety of criteria such as Attachment Type (or any combination of the available options). Policies can be run manually or scheduled to run automatically on a specific day and time. Multiple policies can be setup as needed. Data Polices (Clockwise from top left New Data Policies Item, Data Policies screen, Migration and Purge Policy windows) Settings (Selectable individually for each policy created) File Store Destination (Migration Only) GreenFolders v3.6 Page 5 of 15

6 Scheduling and Notification (Selectable individually for each policy created) My Favorites (GF-46) A Favorites tab has been added to the Home screen that displays all folders marked as a favorite. To add a Favorite, select one or more folders from the Home screen then right click and select Favorite. (A folder can also be marked as a favorite from the Folder menu when viewing an individual folder). Select Favorite again to remove it from favorites. (The Favorites Star icon is gray when the folder is not a favorite and lights up when the folder is a favorite). You can remove the Favorites tab by unchecking the box in My Settings under General/Preferences. Favorites Check Box - My Settings Favorite Item -Home screen menu Favorites Item - Folder menu Favorites Tab - Home screen GreenFolders v3.6 Page 6 of 15

7 Send Messages Using (GF-48) You can now send Messages with using separate Templates. Message Templates setup within GreenFolders Configuration will now be displayed as either or Sendside templates. They can contain text, variables to show data from fields, and / or attachments, etc. Once setup, these templates are shown in a list when selecting the + symbol next to Messages. A new dropdown menu is shown on the Create new message window to choose the type of message being sent. (Only the templates for the selected type are shown in the Templates list). GreenFolders v3.6 Page 7 of 15

8 Audit Log Expiry (GF-97) The Audit Log Expiry provides the ability to remove audit log entries. Audit logs are removed based on the time period defined (Days, Weeks, Months, or Years). The expiry can run on a schedule and send a notification when it completes. Drag and Drop Attachments to Folders on the Home screen (GF-178) One or more attachments can now be added to a single or multiple folders, by using the Home screen. Simply select one or more folders on the Home screen and then drag and drop one or more attachments to the results area. Next, fill out the information for Attachment Type, Label, etc. on the Add Attachment window and select OK. GreenFolders v3.6 Page 8 of 15

9 Improvements Set Task Due Date from Field Value (GF-6) Now you can set the Task Due Date based on a Date or DateTime value in a Task Template. All Date/DateTime Fields in the Folder Type are displayed in the list of available choices. You can set the Task Due Date to be completed a number of days Before or After the selected field by a specific time. GreenFolders Dropbox (GF-187) The GreenFolders Dropbox provides the ability to add attachments to a specific folder by simply dragging and dropping the attachments to the GreenFolders Dropbox Icon or by Printing/Saving an attachment to the GreenFolders Dropbox folder. After adding attachments, a window displays for the user to select Inbox or Folder. Add Option to enable/disable Sendside (GF-260) A checkbox has been added to Configuration/Settings/Sendside Message Settings to allow enabling/disabling the ability to send messages using Sendside. (If disabled, users can still view previously sent messages) GreenFolders v3.6 Page 9 of 15

10 Add Resize and Maximize functionality to Compose and Message Template Windows (GF- 262) Resize and Maximize buttons have been added to the Compose window in individual folders, and the Message Template window viewed in Configuration, to provide better viewing of messages. Rename Statuses and Priorities for Folders and Tasks (GF-272) This improvement adds the ability to rename the Status and Priority drop down menus displayed within a folder to a user defined name. To set the new name, enter Configuration, select the Edit button displayed to the right of Status or Priority, enter the new name, and then select OK. Folder Status with Edit button Example of Folder Status renamed Add pages to Attachments using Thumbnail Pane (GF-277) A new page, or pages, can be added by dragging and dropping a document (must be an image type document PDF, TIF, etc.) on the Thumbnail Pane when viewing attachments. Any new pages are added at the end of the attachment. Freeze multiple folders at the same time (GF-279) Users can now freeze one or more folders on the Home screen. Select the folders, then right click on the selected folder(s) and choose Freeze from the menu. Thumbnail Size Selector (GF-321) A Size Selector has been added to the bottom of the Thumbnail Pane providing the ability to change the size of the Thumbnails. GreenFolders v3.6 Page 10 of 15

11 Show Progress Indicator when upgrading the GreenFolders Database (GF-348) When upgrading GreenFolders to a new version, a progress indicator is now displayed to show the progress of the database upgrade. Database Progress Indicator Show Decimal Position only for External Fields for Currency Control Type (GF-537) When applying the Control Type Currency to a field on a form, the Decimal Position setting will now only display when applied to external fields. Applied to Internal Field Applied to External Field GreenFolders v3.6 Page 11 of 15

12 Revisions Error Rotating Attachment (GF-39) Users should no longer see this error when attempting to rotate the Thumbnail Images for an attachment. Error Saving Folder (GF-69) Users should no longer see the Object reference not set to an instance of an object error that would sometimes be shown when attempting to save a folder. Windows Authentication error when logging in the first time after upgrade (GF-129) Logging-in the first time after upgrading to a new version should no longer cause an error when using Windows Authentication. Time Stamp does not save in a Rich Text field on forms if no other data is entered (GF- 132) Entering a Time Stamp as the only data in a Rich Text Field will now save correctly. Error when activating custom annotation (GF-188) An Index out of Range error sometimes occurred when attempting to use a custom annotation. This has been corrected. Configure Layout Button stops working when transitioning between screens (GF-193) Transitioning between the Configure Layout screen and a folder type caused the Configure Layout button to stop working. This has been corrected. Error when using Time Stamp in Rich Text Field (GF-194) Sometimes an error was displayed when using the Time Stamp in a Rich Text field on some systems. This has been corrected. Cannot edit multiple Combo Box item lists simultaneously in Configure Layout (GF-200) The ability to edit the item lists for fields set as Combo Box now works correctly. The Administrator can now select multiple Combo Box fields and set/change the item lists simultaneously for all selected fields. Menu items Attachment Types and Labels are enabled for Frozen Attachments (GF-243) The Attachment Types and Labels items displayed on the menu shown when right clicking an attachment that was frozen were shown as being enabled when in fact they were not. This has been corrected. GreenFolders v3.6 Page 12 of 15

13 Password is not remembered when using Windows Authentication (GF-252) Under certain login scenarios the User Name and Password were not being remembered correctly while using Windows Authentication. This has been corrected. Only display Link Information viewable by the logged in User (GF-258) Only links to Folders, and Folder Items (Attachments, etc.) that the logged in user has access to will be displayed in the Links window. Creating a link causes an error if there is an & in the Folder Name (GF-263) If there was an & in the folder name, attempting to link to that folder or any attachments, etc. in that folder, would cause an error. This has been corrected. Last Activity Date and Last Active Date do not match (GF-271) The Last Activity Date shown on the Users page in Configuration and the Last Active Date shown on the User/General tab now show the same Date/Time. Link to Folder is always checked when creating new links (GF-273) Link to Folder is no longer selected by default in the Create Link window when creating new links. Object Reference not set to an Instance of an Object when selecting attachments (GF- 281) Under some conditions the error Object Reference not set to an Instance of an Object would occur when selecting attachments. Users should no longer see this error. Auto Focus is not set correctly when assigning from the Notepad (GF-282) The cursor will now be set to the Folder Name field when assigning notes from the notepad. Cannot use HTTPS links with Hyperlink Control Type (GF-283) The Hyperlink control type that is used to display and navigate to websites from forms would not work correctly if the website URL used was HTTPS. This has been corrected. Legacy Notes do not display correctly in the Link dropdown menu (GF-284) Legacy notes will now display correctly when viewed in the Link dropdown menu list when creating a link to a note. GreenFolders v3.6 Page 13 of 15

14 Error when viewing Notes, Tasks, and Attachments (GF-285) Occasionally when viewing, or scrolling the lists for Notes, Tasks, or Attachments would cause an error and GreenFolders would close. This has been corrected. New Free Form Tasks are not created with the default Priority (GF-287) The Priority set when creating a new Task will now be correctly set to the default Priority as defined in Configuration. Folders cannot be reassigned (GF-304) An error was displayed when reassigning a folder that was in a folder type where the Application Name was very long. This has been corrected. Create/Cancel Buttons are not shown when selecting a Task List (GF-317) Selecting only a task list from the Task window will now correctly display the Create and Cancel buttons. Missing System Font when adding Note Annotation (GF-336) Occasionally when creating Annotations the font used was not found in Windows. GreenFolders will now default to the Windows System Font if the font needed cannot be found. Error while dragging a Frozen Attachment to a new Attachment Type (GF-341) An error was caused when dragging a frozen attachment to a new Attachment Type. This has been corrected. A notification will now be displayed as follows: (10054) - Attachment <attachment name> is frozen, in order to make changes you must first unfreeze it Error when dragging Thumbnails of password protected PDF attachments (GF-349) The error caused when attempting to drag and drop thumbnail images (pages) of a password protected PDF should no longer occur. Status and/or Priority are blank for New Folders (GF-369) Occasionally when creating new Folders, the Folder Status and/or the Priority would be blank if the folder was created through integration to GreenFolders. This has been corrected. Copying Tasks sets the time the task is due to the current time (GF-406) Copying a task now correctly sets the time the task is due to the default value. Folders are created blank Status and Priority from the prompt window in Streamline (GF- 408) GreenFolders folders created from the automatic prompt displayed when creating a new Streamline file should now show the default Status and Priority in the newly created folder. GreenFolders v3.6 Page 14 of 15

15 Searching based on external Date Fields returns results outside of the criteria entered (GF-416) Searching based on external Date Fields now returns only the results that match the criteria entered (i.e. Date Range). Date fields default to 1/1/1899 (GF-487) Under very rare conditions date fields would display 1/1/1899 instead being blank. This has been corrected. Tab order does not work correctly with Currency Fields (GF-513) Tabbing on forms that use Currency Fields now works correctly. Decimal point cannot be entered in a Currency Field (GF-518) Decimals can now be entered using both keys on the keyboard, either the number pad or period key next to the? key. Cannot delete values from a Currency Field (GF-533) Data entered in a Currency Field can be deleted and will correctly display $0.00 when the value has been deleted. GreenFolders v3.6 Page 15 of 15