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New Features
Import Spreadsheet Workflow Activity
A new workflow activity to provide the ability to import an excel or CSV file into an object.
Benefits
- Provides the ability to perform multiple sets of imports from a single uploaded file
- Can sequence multiple imports one after the other
- Can take full advantage of workflow flexibility to add data processing after or before an import
See Import Spreadsheet Activity for more details
FTP Fetch Workflow Activity
A new workflow activity to provide the ability to retrieve documents via FTP.
Benefits
- Can be used in conjunction with "Import Spreadsheet Activity" to streamline the importing processes where multiple steps are required to transform and import the data by fetching the required file directly.
See FTP Fetch Activity for more details.
Rich Text field type
A new Rich Text field control can now be used as field type on an object. To enable Rich Text in Form Builder, simply add the Rich Text field to your object.
Rich text supports the following formatting:
- Paragraph
- Bullet list
- Numbered list
- Text alignment - left, right and centre
- Font
- Bold text
- Italics text
- Underlined text
- Quotes
- Links
- URL - default to be opened in a new tab
- Undo / Redo
Rich text is supported in:
- View and edit forms
- Documents templates
- Reports
- Inline editing
See Rich Text Field for more details.
Feature Enhancements
Spreadsheet Import Enhancements
The following enhancements have been made to the Spreadsheet import feature:
- Users can now set an option to Append or Overwrite on relationships and multi-select choice fields
- When mapping columns, users are now able to set a static fixed value for a field or a relationship
Bug Fixes
- Workflow: Updating a workflow with existing workflow runs can corrupt the workflow, showing errors for every activity
- Reports: A broken calculation can break a report
- Calculations: Broken calculation for the following scenario; sum(iif(Name='',1,0))