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New Features
Workflow
Batch Creation of Records
This feature that allows users to create new record(s) based on another Object. Users will be able to create multiple records without looping which simplifies workflows which in turn should run faster.
Batch creation of records
Where there are existing records with a corresponding resource key available, this can be used to update the existing records by checking Update existing record with matching key.
Batch Update Activity
Historically, in order to update to multiple records in a workflow a loop was required.
In this release, the update activity is modified so that it will accept a list of records and perform the update on each record. This results in cleaner, more convenient workflows and improved performance.
Batch Update of records
"Template" style expressions in workflow calculations
New functions are available that allow document template techniques to be used within Workflow and Form calculations - text and html.
text(|Welcome {currentuser().[Account Holder]}, here is a custom greeting for you.|)html(|
<p>
Dear {[First Name]},
</p>
<p>
If your name contains angle brackets then you'll be OK.
</p>|)Both functions allow you to easily create multi-line messages with customized content. Document template features such as repeated content and conditionally included content are supported.
The html function also includes security features to prevent unusual characters or malicious record data from producing unsafe HTML, and it should be used in any place that a Workflow needs to generate rich text.
Please refer to Text Templates for further details.
Calculations
Link Calculation Function
A new link calculation function has been provided that can conveniently generate a web address for a viewing/editing/creating a record, or to a ReadiNow page. For example:
link(view, [A workflow record variable]) link(create, [Task]) link(report, [My Report Name])
Refer to the Link function for details.
Calculated Rich Text and URL fields
Rich Text and URL are now both available as field options when adding a calculated field. If selected, these will render as read-only rich text and URL fields. The calculation must be formatted with the html or url functions to be correctly escaped.
For example, to create a calculated rich text field to produce this:
This is plain text. This is in bold.
Uses this calculation:
html(|This is in plain text. <b>This is in bold.</b>|)
For a URL, the following are appropriate calculations:
url('http://google.com')
link([A workflow record variable])The html, url, and link functions inform the system that the data is appropriately encoded for use as HTML or URL. If they are not used then the system will (for safety) fully encode the string, and will end with unexpected results.
Administrators may disable access control in report calculations
The !unsecured calculation keyword was previously unavailable in report calculations, except by creating a calculated field.
The !unsecured keyword may now be report calculations.
The report must be saved by a security administrator. If a content administrator, who is not a security administrator, subsequently modifies the report then !unsecured will no longer be honored in that report. However, if the user who saved the report ceases to be a security administrator or if their account is deactivated, then the report and !unsecured calculation will still run to work as intended for other users.
Document Generation
Support HTML document templates
Platform now supports the ability to generate the HTML documents.
User can upload documents and create templates with .html/.htm file extensions to be used for document generation. The generation process is similar to plain-text documents. The the default encoding of the calculation macros will be HTML.
This means, for example, that if an embedded macro results in a string that contains a HTML character such as < > or &, then it will get encoded for HTML (e.g. < > or & respectively)
Note : Generated files are passed through a HTML whitelist sanitizer that removes script tags.
Enhancements
Replay Workflow
In Release 2.136, the Replay Run feature was made available which allowed users to replay any Workflow run with the same inputs and context. However, this replay would always use the original version of the Workflow which the run executed.
Replay Run option
This feature has been enhanced such that now when replaying a Workflow run, after selecting Replay Run, users may choose to replay using the latest version of the workflow or staying on the original version.
New Replay using latest version option
Bug Fixes
- Configuration changes : Log entries are now created when an entity is imported via platform configure commands
- Reports : Workflow button on a report no longer temporarily disabled when returning to that report
- Report Builder : Adding additional columns to the right of a report will now always correctly render all columns on the right of the chart without requiring a scroll action to redraw
- Survey : Clicking Next/Previous when answering a Survey will now load the page starting from the top
- Workflow Builder : Pressing 'Enter' when editing a response in a User Action activity no longer deletes the response
Product Documentation
Changes have been made to this product documentation.
- You can now bookmark pages.
- You can now use Google and other search engines to find content.
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