This is a product release that delivers additional functionality over the previous customer version of the Intelledox platform (v11.2).

Approvals

Many customers were building approval like experiences, the release focuses on the experience of a designer to deliver repeatable and maintainable solutions. Leveraging the Track Changes and Commenting functionality the addition of an Approval State that consumes an Approval Definition from Manage streamlines the design process in approval use cases. Incorporating multiple approvers as individuals, roles and groups, approval thresholds and parallel reviews as assignees.

Approval states are special in that they create a dedicated forum for discussing and improving the request submitted. Actively tracking the changes, comments and feedback. This release drastically simplifies the workflow design, enables reuse and improves maintainability.

SmartCOMM Draft Editor Integration

SmartCOMM Draft Editor capability has been embedded into the PRODUCTNAME interview. Functionality is assigned to a user as a workflow state to give them a dedicated task and UI to work within while drafting changes to a document draft generated by the SmartCOMM engine. Final document is generated by SmartCOMM for Preview in subsequent states and is available for Actions.

Docusign Templates

Integration with DocuSign Templates allows an existing DocuSign user with investments in their template technology to reuse the document template, data mapping (known as tabs) as well as the recipient and signature requirements. Now the Designer can focus on an excellent end user experience with an adaptive interview with simple mapping to the tabs. A default behaviour also executes the template settings without the need to configure the action, that’s now reserved for advanced used cases.

New features and functionality

Major

12093 - Event Log in Manage
12218 - Design Notes
12347 - Data question to data question sources
12425 - Product rename
12432 - New Manage look (css branding)
12453 - SmartComms Draft Editor functionality
12500 - Content folder viewing permissions for Design
12502 - DocuSign template tab support
12514 - Export sync package - Export/Import IQPKG
12671 - Approvals

Minor

12283 - Finer control of data store write behaviour
12299 - "Unique Identifier" is now an available column type for a custom data field
12306 - Select Single Result - Default To First Row When One Value Is Returned Default Type
12307 - Question References for tabs
12338 - Restrict projects to work on Web, Apps or Both
12350 - Ability to block concurrent editing of parallel tasks
12367 - Concurrent running of escalations
12370 - Aspose Components Updated
12373 - Aspose.Barcode Updated
12396 - Button display type added to Button question
12402 - Offline Apps - Windows application now runs on .NET Core
12408 - Data Modal Mode 'Is New and 'Is Edit' Conditions.
12416 - Form Summary Action Include User/Generation Action Inputs (Print Summary)
12449 - Event Log Enhancements
12458 - Fragment Uploads Available To Custom Action Documents
12464 - Watermark Added to Data Source Drop Downs
12478 - Boolean and binary (file upload) connector setting types are supported
12479 - DocuSign connector settings now support named sets
12591 - Data Object Unique Field Default
12755 - Profile pic resized upon uploading
12785 - Add drop down selection to inputs for SmartComm action
12939 - Move ShowDatasourceTroubleshootingErrors appsetting to Manage > Settings
13005 - Move AllowTimeout appsetting to global options table
13008 - Ability to change button text for File Upload question
13068 - Marketplace icon in Manage

Security

12244 - Stricter Content-Security-Policy header added to Design
12321 - Lockout functionality added to 2FA code
12827 - JQuery upgraded to 3.5.1
13156 - Default password requirements updated for new sites

Integrations

12258 - Performance improvement for XML, SOAP, JSON, and REST data connections
12310 - REST Datasources: request and response now available in troubleshooting mode
12339 - Request Body and Request Schema Inputs for Infiniti API Action
12451 - SQL Data Connections: request and response errors now available in troubleshooting mode
12946 - Move CompatibleNsSoapCode appsetting to global options table
12947 - Platform.asmx and GenerateDoc.asmx web services disabled by default on all installs/upgrades

Cosmetic

12256 - Revised character limits for numerical question properties and barcode rotation.
12397 - DoNotReply@intelledox.com from changed to DoNotReply@smartcommunications.com for new sites/tenants
12398 - References to Intelledox Pty Ltd changed to Smart Communications
12404 - "Infiniti Group" type renamed to just "Group"
12406 - Content library item location "Intelledox" renamed to "Default"
12423 - Writable Data Object Error Message Consistency and Trouble Shooting Mode
12593 - Manage popup windows converted to modal
13016 - Hide vertical line and padding when navigation pane is hidden
13306 - Produce Comments and Commented Icon Polish

REST API

12438 - Transaction License Log in API
12447 - SyncPackage in Test Mode

Migration