AODocs V47 Release notes

Dear AODocs users,

Please find below a list of the major new features and improvements in AODocs version 47.

Launch details

Rollout pace: From 12 June to 15 June 2018

Impact: All end-users

New features
Feature improvements
Visual improvements
Changes / Fixes
Miscellaneous
And there’s so much more brewing…

New features

For end-users

We’ve made the following improvements to the relations feature:

  • In Document Management libraries you can create related documents (items) from document templates.
  • We reviewed the text in the relations section in the document page.

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For administrators

Relations

Administrators can define which relations are displayed and specify their order in the document page.

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Workflows

Library administrators can turn off all notifications for a workflow.

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Define who can see the recent activities and document history

A new setting in the General settings allows library administrators to define who can view:

  • the library’s recent activity
  • history of documents
  • workflow comments and transitions panel

Learn more: Configure your library's general settings.

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Feature improvements

For end-users

Full details of completed parallel transitions

In the document page end-users can now access full information about completed parallel transitions. We added a button See details in the Transitions panel which opens a history popup. End-users can see who validated the parallel transition and when, plus any comments.

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See who created versions

In the list of Versions, end-users can see who created each version.

Note: If you revert a document to a previous version, you become the creator of the reverted document, even if you didn't create the version you reverted to.

Learn more: Manage document versions in an AODocs library.

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For administrators

Workflows

  • There’s a new condition for Person fields in workflow transitions: “belongs to” a role or a group.
  • Workflow states now have an optional description field.
  • A new placeholder can be used in the workflow notifications: ${parallelComments} listing all comments put in the transition (if parallel) that led to the state.

Views

  • Library administrators can configure filters to list only documents matching values with an empty or non-empty field.
  • Library administrators can set up user filters to search for documents based on String fields (exact match only) or values from the reference catalog.

Learn more: Configure views in your library.

Class configuration

  • At the document class level library administrators can set document titles to be read-only (after document creation).

Learn more: Configure custom properties.


Visual improvements

For end-users

  • Attachments - In Document Management libraries, we've made it easier for end-users to attach files to AODocs documents. There's now a single button in the sidebar (and in the Attachments section). A popup opens with the choices for attaching files.

In addition, a warning banner is displayed when you try to delete an attachment from a document.

Learn more: Manage attachments in Document Management libraries.

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  • The folder picker that opens when you move a document to a different folder has been visually improved.
  • The Export feature in the document page (available in Team Folders and Secured Folders only) has been revamped.

Learn more: 
Export documents or folders to a user's My Drive
Export documents or folders to Team Folders or Secured Folders

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For administrators

Force workflow actions

The process for administrators to act on the workflow state of a document has been revamped. It’s now accessible via a menu in view mode (not edit mode). Administrators can:

  • override workflow validation to finalize the current parallel transition (if any)
  • force the workflow to a different state without performing a transition

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Revamped Manage roles page

We’ve completely revamped the Manage roles page.

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Revamped Trash page

We’ve completely revamped the Trash page.

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Changes / Fixes

  • A default description is now filled when triggering a check-in via a workflow transition (it was previously already the case for “create new version” transitions).
  • The option Create a new folder (from the New menu) is now hidden if the user can’t create a folder according to permissions model.
  • It’s now impossible to move a folder into itself or a subfolder: the current folder is not displayed in  the list of available folders.
  • The Open with UFO extension was removed from the preview of previous version of document (for now).
  • The checkbox Include documents from sub-folders now remains ticked when using a sort criteria in views.  

Miscellaneous

  • Polish is no longer supported.
  • Hungarian and Italian are still supported but are no longer updated.
  • We remind you that the "workflow publication v1" is deprecated and will eventually stop being supported. You need to migrate your workflows to use draft states and check-out transitions!

And there’s so much more brewing…

  • Sections for properties (metadata) to organize fields with more granularity.
  • Extend Export feature to Document Management libraries.
  • More visual improvements and revamped end-user interfaces especially in the document page and library administration pages.
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Comments

2 comments
  • I am trying to create a view using the Filter to include documents where a certain property is empty. I do not see this choice, I only see "Equal to" and "Not Equal to" . Please advise.

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  • You should be able to pre-filter your view as described in this article:
    https://support.aodocs.com/hc/en-us/articles/206199320-Configure-views-in-your-library#Anchor_6
    If the property you are trying to filter on is coming from a Category, the options "is empty", "is not empty" are not available. It is an improvement that we have already identified and that is on our roadmap.

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