Release Notes

Version 11.1.2
We adapted our helm chart to support Ingress-Nginx Controller to prepare for Kubernetes 1.28
Bugfixes
We made the order of roles, documents and instances in RuLa always predictable. Unpredictable orders could have caused infinite rule engine loops for some configurations.
Internal taxonomies of information could sometimes end up having keys that are too long. The system was changed to have a random key that never exceeds the maximum length.
Version 11.1.1
Added CASE.states_history. The states history outputs some statistics on how long a case was in a certain state, how often it entered it and which user moved it last to a certain state. 
Improved case loading performance
Environment Constants that will not be exported or imported and stay with the environment itself
Instance sorting in a case can now be configured per process. 
Autocompletion for Constants, so when typing CONSTANTS. you get a list of all constants you have defined before
Add USER_ROLES and USER_GROUPS objects to access the permission model directly in RuLa
Uploaded case documents can now also be deleted directly in the documents view
Users can be prohibited from changing the name of a case
When uploading a booklet, documents with missing pages can also be forced to be still attached
Add CASE.all_states, which returns all the states the workflow of a case can be in
More infos about the case are displayed in an info bubble:
 
The new case info bubble
Version 11.1.0 (🪨 stable)
👪 Child and parent relationships: This makes Atfinity even more powerful. Configure multi-level structures by declaring a company a child of a person, or make people employees by assigning them to a company
👾 Variables in RuLa: Write simpler rules by using variables and giving names to individual parts of your rules. If you want to check if a person is allowed to rent a car you can now do:
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old_enough := p.age > 2
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has_license := "driver_license" in p.licenses
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old_enough and has_license
🪐 Meta Documents. Meta Documents contain information about other documents. Using these, you can e.g.
Create a document per needed proof and contain extra information per proof
Store when each uploaded document has been reviewed and by whom
Have a document with review defects (e.g. missing last name) and manual corrections
🏷️ Case Tags: Add tags like #important to cases to further organise your teams work. Overviews can be filtered and sorted to just have tags
🔔 In-App Notifications: In addition to getting notifications via email they will now also be displayed in the Atfinity app directly
📄 More Document upload options. If outdated documents are uploaded, users can overwrite this and still accept the document.
Custom 好 Text Assets: Allows to create text assets with a key and translations to all configured languages. These assets can then be used in RuLa and ADX
💬 Comment Improvements:
Mention and notify other users in comments with e.g. @Thorben
Images in comments
Rich text formatting with a GUI editor
Edit comments after they have been written
Proof Previews: Most proof types can be previewed in the application directly without downloading them
Assignee rules: Assign people to work on cases based on rules
Splitting Booklet by ontologies. Booklets can already be split by different documents, however, the same document can be required to be filled out by multiple people. This creates a single booklet by instance, so, for example, for each person in a case
Case Manager Overview improvements, highlights:
Filtering for information columns
Sorting for information columns
Improved speed
Much better full-text search
Configuration Export Robustness: We changed the matching of items like document and information from the configures key to a created UUID. This means changing the key will no longer result in a deletion and creation of a document or information
ADX templates: Now you can create even more powerful ADX systems by creating ADX templates and reusing them in ADX document
Process Designer improvements:
Moving information up and down affects the layout a lot less now
Information can be "locked" in place. They will then not move left or right to fill space
Move a whole category to a different tab
Move a whole category up or down
Add line breaks inside categories
Information on the tabs have links to the information detail view
Set default values for information
Case Manager Overview Configuration Improvements, highlights:
Configurable Access Rights
New Tag Filter
New State Filter
Configurable Sorting
Configurable Icon
Different titles for the navigation element of a parent overview
​External Data Source Queries can now also contain case information. You can configure this directly next to the data source
In addition to sending a whole booklet, you can now also just send single documents with the rule action "Send Email"
Adapt the content of the notification email templates of your tenant
More login policies:
Enforce regular password changes
More password policy options, e.g. no duplicated characters
Configurable session duration
Rules and scheduled rules can now be sorted
The ID-Prefix of cases can be configures, so instead of CSE-45 it can also be BUG-45 or LOAN-45
Configure whether you want a sidecar file for Hyperarchive export or not
New Notification for case owners when an explanation comment has been provided
New Notification when users get a reply to a comment
Show labels in addition to keys for Sub-taxonomies
Make CASE.last_transition_by and CASE.last_transition_by_name available in RuLa
Translations for texts can be edited directly in context, e.g. you can edit the translations for all languages of the display name directly in the information detail view
As always the release also contains various security fixes, so for onsite clients we recommend updating as soon as possible.
Administrators can clear all caches directly in the user interface
Taxonomy keys have been changed to be SCREAMING_SNAKE_CASE for consistency
API Changes
Retrieve Case, Create Case, Create Case With Predefined Objects, Change Field (instance and information_key), Change Field (case_field_key), Change multiple fields, Change Case Owner and Transition Case
in data.booklets[i].documents the item id instead of the document_id are used
data.booklets[i].documents[i] have additional fields: instance_id and parent_booklet_id
data.documents[i] have additional field is_meta, preview
data.fields[i] have additional field needed_document_id
data.instances[i] have additional fields: children, parents, has_potential_children and has_potential_parents
data.proofs[i] have additional field preview
data.ontologies[i] have the additional field key 
data.outcome_ontology has the additional field key 
data.roles[i] have the additional field key
data has additional fields tags and issue_comments
List Cases, List Instances of a Specific Ontology and List Some Cases
Will no longer return the meta.columns and meta.quick_filters fields
data[i] have additional fields process and tags
Retrieve Instance, Change Instance Owner, Lock / Unlock Instance and Force Update Instance Values
data.fields[i] have the additional field needed_document_id
data.cases[i] have the additional field assignee
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Version 11.0.6
Added support for processing PFDs generated by DocuSign
Version 11.0.5
Fixed a bug that ignored detecting Group Documents when Uploading a Booklet
Version 11.0.4
Fixed a bug that already pre-existing QR-Codes on forms could cause the upload detection to not work properly
Version 11.0.3
Some of our IDs in the case manager were 64-bit integers. We have refactored this to always be 32-bit integers for legacy integrations to not break.
Version 11.0.2
Also enable users to download editable ADX documents, where not provided information is rendered as fields in the PDF
Customisable Case Identifier, so instead of CSE-1234 use a custom case identifier like ONB-1234
Upload and attach pdfs directly to a needed document in the case manager. This also ignored the QR Code matching and allows you to upload and attach pdfs that would not match. 
Version 11.0.1
​REPLACE for RuLa to replace parts of a string with something else, e.g. replace('hello thorben', 'thorben', 'world') to output hello world.
To format dates in ADX now format_date, format_date_time and format_date_speaking are available.
New ADX tag <keepTogether> to delay page breaks if possible.
Bugfixes
ADX rendering can crash some functions when information values are unknown
Version 11.0.0
Introducing our new Process Designer:
The layout of the case manager for a certain process can now directly be design within that process. For this, you can just add all the potential information you want to as in a process and then arrange them into tabs and categories. 
As they are no longer needed with this, we have also removed information categories and tabs in the navigation.
Introducing ADX:
The Atfinity Document XML is a new type of documents you can use in your configurations. As the name suggests, ADX documents are described in an XML like format and support Jinja2 templating to fill them up with information from a case. The flexible XML syntax to describe a PDF and the power of Jinja2 make this an ideal option of a Smart Document is not enough.
Proofs are now available within rules. With the expression p.proofs or p.proofs_by_key you can access all the proofs associated with the instance p. Adding such a reference to a box on a document prints the proof on the document.
In addition to pre-defined booklets, users can now also select documents and proofs to combine into a custom booklet and download as a pdf.  
Our avaloq integration can now also push data and documents to an SFTP Server. This also supports encryption with GnuPG.
Documents can now be marked as hidden or disabled:
Hidden documents will not appear in process, but will still cause the process to ask for all the information mentioned in the document.
Disabled documents are fully ignored. They are a convenient way to ignore the document without deleting it. 
The display name is now shown in in Ontology -> Information and Role -> Information overviews.
Added support for italic and bold italic fonts in generated pdfs (for all document types).
Section that have no fields will now trigger a warning in the configuration area.
Newly created rules are now automatically added to the currently active process.
In configuration -> Information the values to show and values to disable now show both key and value. 
Added a "piggybank" icon to use for ontologies.
Information of type "unit" has the unit set to read only if there is only one option.
By default, new processes now are shown on the dashboard.
Bugfixes
Clicking on the comments tab in the case manager does not open the "All" subtab.
When uploading a booklet documents from other booklets appear as not matches.
When uploading a booklet with missing pages, documents are still matched.
Uploaded booklet results display icons of different sizes.
API changes: Following fields were changed in the response with details of a case:
field.category_id is changed to field.categories and contains a list of IDs instead of a single ID
field.ordering is changed to field.ordering_by_category and it now contains a map of field ordering by category ID
field.fixed_column_position is removed
field.spans_two_columns is removed
field.position_by_category is added and it represents a map of positions of a field by category ID. Possible values for each position are: flexible, both_columns, left and right. 
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Last modified 4d ago